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Quote Object records created with Orders

Zuora

Quote Object records created with Orders

The purpose of this article is to show how CPQ object records are created for different scenarios of quoting (New, Amend, and Renew).

Subscription dates

Subscription Dates Description
Quote Start Date The Quote Start Date (QSD) in CPQ will drive the Contract Effective Date of the subscription and product actions. For new subscriptions, it will be the Contract Effective Date of Create Subscription Action, which will translate to the Subscription Start Date of the subscription.
Subscription Start Date

The start date of the subscription (e.g., Creating a new subscription with a start date of 01-01-2022 with a 12-month initial term). Subscription Start Date defines the Start Date of the Original Subscription.

  • Subscription Start Date = 01-01-2022
  • Subscription End Date = 01-01-2023
  • Contract Effective Date = 01-01-2022
Term Start Date

The start date of the current term. Note that by default, the Term Start Date is the same as the Subscription Start Date, but the Term Start Date can be configured to be BEFORE or AFTER the Subscription Start Date based on the requirement.

  • Subscription Start Date = 01-01-2022, End Date = 01-01-2023
  • Term Start Date = 02-01-2022, End Date = 02-01-2023 (AFTER)
Billing Trigger Date

Zuora allows you to set up the following three billing trigger dates:

  • Contract Effective Date (CED) - The date of the contract that governs the subscription. The CED of the subscription is derived from the Quote Start Date of the Quote from the CPQ application.
  • Service Activation Date (SAD) - The date when the customer is given access to the services or products within a subscription.
  • Customer Acceptance Date (CAD) - The date when the customer has accepted the services or products within a subscription.

The billing trigger dates are sequential (CED -> SAD -> CAD). You can specify the billing trigger dates when you are creating a subscription. Once the subscription is activated, you cannot update the Billing Trigger Dates. You can view the billing trigger dates of a subscription either from the Zuora UI or REST API.

Product Action Trigger Date It is the date when a product is added or modified to the subscription. At the product action level, you can also define the trigger dates (Contract Effective Date, Service Activation Date, and Customer Acceptance Date).
Trigger Condition

The trigger condition determines when the recurring charge becomes active and begins billing.

  1. Upon Contract Effective - The charge is active on the effective date of the contract that governs the applicable subscription.
  2. Upon Service Activation - The charge is active on the date the customer is provided access to the services or products.
  3. Upon Customer Acceptance - The charge is active on the date the customer accepts the services or products.
  4. Upon A Specific Date - The charge is active on the specified date, and billing can start. This trigger is available only from a subscription rate plan charge, not the product rate plan charge.

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Quote record matrix

Quote Type Matrix
New Subscription Quote
  • Action = Add New Product
    • Quote Amendment Type = New Product
      • Quote Rate Plan Record = YES
        • Quote Rate Plan Charge Record = YES
        • Quote Charge Summary Record = YES
Amendment Quote
  • Action = Load Original Product
    • Quote Amendment Type = Original
      • Quote Rate Plan Record = YES
        • Quote Rate Plan Charge Record = YES
        • Quote Charge Summary Record = NO
  • Action = Add New Product
    • Quote Amendment Type = New Product
      • Quote Rate Plan Record = YES
        • Quote Rate Plan Charge Record = YES
        • Quote Charge Summary Record = YES
  • Action = Update Original Product
    • Quote Amendment Type = Update Product
      • Quote Rate Plan Record = YES
        • Quote Rate Plan Charge Record = YES
        • Quote Charge Summary Record = YES
  • Action = Remove Original Product
    • Quote Amendment Type = Remove Product
      • Quote Rate Plan Record = YES
        • Quote Rate Plan Charge Record = NO
        • Quote Charge Summary Record = YES
  • Action = Terms And Conditions Change
    • Quote Amendment Type = Terms And Conditions
      • Quote Rate Plan Record = YES
        • Quote Rate Plan Charge Record = NO
        • Quote Charge Summary Record = YES
Renewal Quote
  • Action = Renew Subscription
    • Quote Amendment Type = Renewal
      • Quote Rate Plan Record = YES
        • Quote Rate Plan Charge Record = NO
        • Quote Charge Summary Record = YES
  • Action = Load Original Product
    • Quote Amendment Type = Original
      • Quote Rate Plan Record = YES
        • Quote Rate Plan Charge Record = YES
        • Quote Charge Summary Record = NO
  • Action = Add New Product
    • Quote Amendment Type = New Product
      • Quote Rate Plan Record = YES
        • Quote Rate Plan Charge Record = YES
        • Quote Charge Summary Record = YES
  • Action = Update Original Product
    • Quote Amendment Type = Update Product
      • Quote Rate Plan Record = YES
        • Quote Rate Plan Charge Record = YES
        • Quote Charge Summary Record = YES
  • Action = Remove Original Product
    • Quote Amendment Type = Remove Product
      • Quote Rate Plan Record = YES
        • Quote Rate Plan Charge Record = NO
        • Quote Charge Summary Record = YES
  • Action = Terms And Conditions Change
    • Quote Amendment Type = Terms And Conditions
      • Quote Rate Plan Record = YES
        • Quote Rate Plan Charge Record = NO
        • Quote Charge Summary Record = YES