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Update default settings

Zuora

Update default settings

This article provides the steps to update default settings for quotes, and the description for each default setting field.

Steps

Take the following steps to update default settings:

  1. In the navigation bar, navigate to Zuora Config > Quote Studio Settings.
  2. In the left pane, select Default Settings. All default settings of CPQ X are then loaded into the main region.
  3. Configure default settings based on your business needs. See the Default settings description section below for more information about these default settings.
  4. Click Save at the top right in the main region to save the configuration.

Default settings description

The following fields are available for default settings.

Category Field Description
Quote Valid Date Specify the term of the quote.
Subscription Subscription Term Type Select the default subscription term type, Termed or Evergreen. This default setting specifies whether the subscription has a set term (in number of months) until which it expires (Termed), or whether the subscription does not expire (Evergreen).
Term Start Date Specify the start date of the subscription.
Initial Term Specify the initial term of the subscription. It is applicable to only termed subscriptions.
This field becomes read-only when creating a Renewal Quote. The Renewal Term field will control the Current Term of the Renewal Subscription. 
Auto-Renew Switch the toggle to auto renew the subscription. If enabled, a new termed subscription quotes are automatically renewed when the initial term terminates. It is applicable to only termed subscriptions.
Renewal Term Specify the renewal term for termed subscriptions.  It is applicable to only termed subscriptions.
Ramp Frequency Available Values With this setting configured, you can control which values are displayed when Ramp is enabled.
Ramp Frequency Default Value With this setting configured, the specified default ramp frequency is displayed when the Ramp toggle in Quote Studio is enabled
Define the default product alignment when Quote start date is changed after products are added Specify the default option you want to see or execute in CPQ X UI when you add or update products on the subscription and change the Quote Start Date.
Show Quote Start Date Pop-up This setting determines whether or not the modal popup will display on Quote Studio UI. This must be used in conjunction with "Define the default product alignment when Quote start date is changed after products are added" setting
 
Status Description
Active You will always see a modal popup with the option selected by default in the Define the default product alignment when Quote start date is changed after products are added” field.
Inactive You won’t see a modal popup, but with the option selected in the Define the default product alignment when Quote start date is changed after products are added” field, the actions will be performed on the newly added/updated product trigger dates.

 

Allow users to select an option other than the default

With this setting configured, you will see a modal with all three options when you change the Quote Start Date after product selection. 

You will be able to select a different option if desired, but the initial option defined under Define the default product alignment after products are added setting will be selected by default.

Billing & Payment Payment Method Select the default payment method used to pay invoices.
Currency

Specify the currency that you want to use. For example, USD.

Bill Cycle Day Specify the day of the month on which to bill your customers. You must also activate the same bill cycle day in Zuora Billing.
Batch Specify the default batch. Batches allows for the grouping of customer accounts, which facilitates separate processing.
Bill To Contact Filter Specify how you want to filter bill-to contacts.
Sold To Contact Filter Specify how you want to filter sold-to contacts.
Invoice Separately Switch the toggle to specify on a per-subscription basis whether the subscription should be invoiced separately.
Payment Term Select the default payment term that you want to use.

Select None if you do not want to set a default.

Trigger Dates Contract Effective Date Specify the date of the contract that governs the subscription. 
Service Activation Date Specify the date on which the services or products within a subscription have been activated and access has been provided to the customer.
Customer Acceptance Date Specify the date on which the services or products within a subscription have been accepted by the customer.