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Change subscription owner in amendment quotes

Zuora

Change subscription owner in amendment quotes

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Starting with Quotes version 10.17, you can create a subscription owner transfer amendment to transfer subscription ownership from one customer account to another.

The subscription owner transfer feature is only available in the amendment quote. The Subscription Owner field is read-only for new, renew, and cancel quotes.

To change the subscription owner:

  1. In your Salesforce org, navigate to Zuora Config > Quote Studio Settings > Admin Config section, and then switch on the toggle Enable Subscription Owner Transfer.
  2. Add "zqu__Subscription_Owner_ZuoraId__c" to the Quote Studio field set you want to see it in.
  3. (Optional) Navigate to Zuora Config > Quote Studio Settings > Object Fields Config and hide Quote > Subscription Owner field for new and renew quotes.

Additionally, you can configure the Subscription Owner field to display Bill To Contact Address with Billing Account Name as picklist values. To support this, we have added a setting named Display Bill To Contact Address fields in the Subscription Owner Account picklist in Zuora Config > Quote Studio Settings > Admin Config.