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Specific Months List Price

Zuora

Specific Months List Price

The Annual List Price feature is in the Early Adopter phase. We are actively soliciting feedback from a small set of early adopters before releasing it as generally available. If you want to join this early adopter program, submit a request at Zuora Global Support.

Specific Months List Price Base provides you the capability to set up a recurring charge with a specific months list price in the product catalog, and then sell the charge with a variety of billing periods, for example, monthly, quarterly, every four months, semi-annually, annually, and so on. You can bill subscriptions to generate expected invoices for your end customers.

Prerequisites and enablement

To use Specific Months as List Price Base, you must have the Orders features enabled.

After you set the Specific Months as List Price Base, perform the following steps to enable Specific Months List Price settings:

  1. In the upper right of the Zuora UI, click your avatar, and then click Billing.
  2. On the Billing Settings page, click Define Billing Periods.
  3. On the billing period customization page, select the Specific Months check box in the Customize List Price Base section to activate the Specific Months List Price settings.

Feature overview

With this feature, you can set up recurring product rate plan charges, create subscriptions with recurring charges every specific months, and bill subscriptions can be billed to generate the expected invoices.

For each individual charge, the total billed amount for the specific months charge across multiple invoices sums to the total price.

If multiple charges exist in one subscription, the total specific months price amounts of all charges can be evenly or almost evenly distributed across multiple invoices. The specific months charges must have aligned full billing periods, with the following criteria:

  • All rate plan charges have specific months prices.
  • All rate plan charges have full billing periods.
  • All billing periods have the same start date and end date.

If the specific months charges do not have aligned full billing periods, the total price amounts of all charges cannot be evenly distributed across multiple invoices.

Supported billing periods

With this feature, you can set up a recurring charge with a list price by using a newly introduced list price base: Specific Months. 

The specific months list price base works with the following billing periods:

  • Month
  • Quarter
  • Semi-Annual
  • Annual
  • Eighteen Months
  • Two Years
  • Three Years
  • Five Years
  • Specific Months
    The number of specific months could be less than, identical to, or greater than the List Price Base of Specific Months.

Supported charge types and charge models

The Specific Months list price base supports the Recurring charge type and the following charge models: 

  • Flat Fee Pricing
  • Per Unit Pricing
  • Volume Pricing
  • Tiered Pricing

Enhancements specific to Specific Months List Price

The Zuora UI, API, data source, AQuA, Data Query, and Object Query are enhanced to support specifying a new Per Specific Months enum value for the existing List Price Base field and a new integer Specific List Price Base field on the Product Rate Plan Charge and Rate Plan Charge objects. 

Object Field Access approaches
Product Rate Plan Charge

New enum value Per Specific Months added to the existing List Price Base field

New integer field Specific List Price Base added

Rate Plan Charge

New enum value Per Specific Month added to the existing List Price Base field

New integer field Specific List Price Base added

Common use cases

You can walk through common use cases to understand how to use the Specific Months List Price feature according to business demands.

Restrictions and limitations

When using this feature, keep the following restrictions and limitations in mind: