Skip to main content

Advanced Quoting Configuration Settings

Zuora

Advanced Quoting Configuration Settings

Advanced Quoting Configuration Settings

To configure the advanced quote settings:

  1. Click the Zuora Config tab.
  2. Click Advanced Quoting Configuration Settings.
  3. Click Edit Settings.
  4. Configure the settings. The table below describes these settings in more detail.
  5. Click Save.

The following advanced settings are available to configure Zuora Quotes.

Setting Description Legacy CPQ CPQ X
Enable Features in Product Catalog To view and manage product features during your quoting process, the Enable Features in Product Catalog setting must be turned on in Zuora Quotes.

This setting is read-only in Zuora Quotes and is controlled by the settings in Zuora. See below for more information about this setting. 

File:Z_Media/checkmarkGreen_xsm.png  
Enable Guided Product Selector Select this setting to be able to configure Guided Product Selectors and have them available during quoting process. File:Z_Media/checkmarkGreen_xsm.png  
Enable Single Version Subscription

This setting must be selected to enable single version subscription. It is read-only in Zuora Quotes and controlled by the corresponding setting in Zuora. 

For more information, see Enable single version subscription.
checkmarkGreen_xsm.png checkmarkGreen_xsm.png
Maximum Rate Plans Added to Quote

Maximum number of rate plans users can add to a quote at one time in the Classic Guided Product Selector. You can click the Select Product button again to add more rate plans.

warning.png Depending on the complexity of Rate Plans and Charges in your Product Catalog, you may hit the Salesforce governor limits if you specify a high value for this setting.

If the value is not provided or is less than 0, the setting defaults to 30.

This setting does not apply to the Lightning Guided Product Selector.

File:Z_Media/checkmarkGreen_xsm.png  
Enable Rules Engine

To create rules and apply the rules in your quoting process, select the Enable Rules Engine setting.

If Enable Rules Engine is enabled, rules are executed before save regardless of the other rules settings, Enable Force Calculation and Enable Real Time Rule Calculation.

File:Z_Media/checkmarkGreen_xsm.png  
Store Existing Products

Select to improve performance of Amendment and Renewal quotes in ramped pricing.

For more information, see Store Existing Products.

File:Z_Media/checkmarkGreen_xsm.png File:Z_Media/checkmarkGreen_xsm.png

Enable Force Recalculation 

In the old versions of Product Selector, if the setting is enabled, all charges are recalculated based on the price rules before a quote is saved. The following events trigger automatic recalculation:

  • Entering the Product Selector
  • Saving the quote

In the old versions of Product Selector, if this setting is not selected, recalculation only happens when the user clicks Calculate in the Product Selector.

In the Lightning Guided Product Selector, if this setting is enabled, the user can click Calculate to see the changes made by the rules engine before saving the changes.

Recalculation happens when the user clicks Save or Submit.

File:Z_Media/checkmarkGreen_xsm.png  
Enable Real Time Rule Calculation When this setting is enabled, price rules are automatically triggered whenever a field is updated on the Product Selector. File:Z_Media/checkmarkGreen_xsm.png  

Display Rules Engine Change Logs

Select this setting to display rules engine change logs on the Choose Product and Charges page.

File:Z_Media/checkmarkGreen_xsm.png File:Z_Media/checkmarkGreen_xsm.png
Allow Multiple Rate Plan Selection

Enable this setting to allow users to select multiple rate plans in Lightning Guided Product Selector.

This setting only applies to standalone products.

Bundle products and their children products can have only one rate plan regardless of this setting.

File:Z_Media/checkmarkGreen_xsm.png  
Enable Multi-Entity

To support multiple entities, this setting must be selected.

This setting is read-only in Zuora Quotes and is controlled by the settings in Zuora. 

File:Z_Media/checkmarkGreen_xsm.png File:Z_Media/checkmarkGreen_xsm.png
Enable Orders

This setting must be selected to integrate Zuora Quotes with Zuora orders. The setting is read-only in Zuora Quotes and is controlled by the corresponding setting in Zuora. 

For more information, see Enable Orders.

File:Z_Media/checkmarkGreen_xsm.png File:Z_Media/checkmarkGreen_xsm.png
Enable Multi-Subscription Quoting Select this setting to use the multi-subscription quoting flow and support sending multiple quotes as a single order. Requires that the Enable Orders setting is first selected. File:Z_Media/checkmarkGreen_xsm.png  
Update Amend Quote as of Quote Start Date

When this setting is enabled, amendment quotes will default all amend actions to Quote Start Date.


Note that this setting must be used in conjunction with Enable Orders and Store Existing Products settings.

File:Z_Media/checkmarkGreen_xsm.png  
View Amend Quote as of Quote Start Date

When this setting is enabled, amendment quotes will only display the last charge segment of a charge.


Note that this setting must be used in conjunction with Enable Orders and Store Existing Products settings.

File:Z_Media/checkmarkGreen_xsm.png  

Enable single version subscription

You must run a script to enable the Single Version Subscription feature in Zuora Quotes Salesforce. If the feature is enabled in the Zuora tenant, ensure you enable it in Zuora Quotes, too. Otherwise, you may encounter errors.

  1. In Salesforce, open Developer Console.
  2. Navigate to Debug > Open Execute Anonymous Window.
  3. In the Enter Apex Code window, type:
    zqu.RefreshCustomSettingSchedulable.refreshSingleVersionSubscriptionPermission(); 
  4. Click Execute.
  5. In Zuora Quotes, click the Zuora Config tab and verify that the Single Version Subscription setting is correctly updated in the Advanced Quoting Configuration Settings.

Your Salesforce org and your Zuora tenant must point to each other. The refreshSingleVersionSubscriptionPermission operation will fail if the Salesforce Credentials configured in your Zuora tenant do not point to the Salesforce org you are using.

Enable Orders

To use the Order features, the Enable Orders setting must be enabled in Zuora Quotes. The Enable Orders setting is automatically enabled at 0:00AM on the following day after the corresponding Zuora tenant setting is enabled in your Zuora tenant.

If you want to immediately update the Enable Orders setting before the next schedule permission check happens, run the following to immediately force the permission check:

  1. In Salesforce, open Developer Console.

  2. Navigate to Debug > Open Execute Anonymous Window.

  3. In the Enter Apex Code window, type:

    zqu.RefreshCustomSettingSchedulable.refreshOrdersPermission();             

  4. Click Execute.

  5. In Zuora Quotes, click the Zuora Config tab and verify that the Enable Orders setting is correctly updated in the Advanced Quoting Configuration Settings.

Your Salesforce org and your Zuora tenant must both be pointing to each other. The refreshOrdersPermission operation will fail, scheduled or manual, if the Salesforce Credentials configured in your Zuora tenant do not point to the Salesforce org you are using. 

Store Existing Products

Use the Store Existing Products setting to improve performance of Amendment and Renewal quotes in ramped pricing. When the Store Existing Products setting is enabled, the products, rate plans, and charges are retrieved from Zuora and locally stored in the following Zuora Quotes objects when an Amendment or Renewal quote is created.

  • Quote Amendment

  • Quote Rate Plan 

  • Quote Rate Plan Charge

  • Quote Charge Tier

When you click Next in the quoting step, Provide Quote, Account, and Subscription Term Details, the StoreExistingProductsJob Apex job is triggered. This job retrieves the original subscription products from Zuora and stores the data in Salesforce.

To check the status of the Apex job, navigate to Setup > Jobs > Apex Jobs.

If the Status of the StoreExistingProductsJob job is not Completed, manually run the zQuoteUtil.storeExistingProducts global method.

Enable Features in Product Catalog

To view and manage product features during your quoting process, the Enable Features in Product Catalog setting must be turned on in Zuora Quotes. When you enable the following, the Enable Features in Product Catalog setting is automatically enabled:

If you change the above settings in Zuora after you install and upgrade Zuora Quotes, the Enable Features in Product Catalog setting is updated at 0:00AM on the following day.

If you want to immediately update the Enable Features in Product Catalog setting before the next schedule permission check happens, run the following to force the permission check:

  1. In Salesforce, open Developer Console.
  2. Navigate to Debug > Open Execute Anonymous Window.
  3. In the Enter Apex Code window, type: 
    zqu.RefreshCustomSettingSchedulable.refreshEntitlementPermission();
  4. Click Execute.
  5. In Zuora Quotes, click the Zuora Config tab and verify that the Enable Features in Product Catalog setting is correctly updated.

Your Salesforce org and your Zuora tenant must both be pointing to each other. The refreshEntitlementPermission operation will fail, scheduled or manual, if the Salesforce Credentials configured in your Zuora tenant do not point to the Salesforce org you are using.

To manage product features, such as adding, removing, and managing custom fields, the product you synced from Zuora must have the Allow Feature Changes in Subscriptions setting enabled in Zuora.

When the Enable Features in Product Catalog setting is selected and thus the Entitlements feature is enabled in Zuora Quotes, the Zuora API version setting must be greater than or equal to 58.0 in order for quotes to work properly. You set the Zuora API version in the API URL field in Zuora Connection Settings.