Charge Segment object functionality
This article describes how the charge segment object works with examples.
The Charge Segment object is created, updated, or deleted after an Order Preview API callout is made from Salesforce to Zuora. Charge Segment record information is not saved until an actual Quote save event occurs, such as saving or submitting within Quote Studio.
New quote with recurring and discount charges
- New Quote with a Subscription Term from 1/1/2025 - 12/31/2025
- Monthly $10 Flat Fee Recurring charge, effective 1/1/2025
- 10% discount applied to the subscription for the first 3 months (1/1/2025 - 3/31/2025)
- $5 One Time Flat Fee Charge effective 1/1/2025
- Results in 3 charge segments:
- CS-001 for Monthly Flat Fee
- Start Date: 1/1/25
- End Date: 3/31/2025
- Segment: 1
- Quantity: 1
- Delta Quantity: 1
- Gross MRR: $10
- Delta Gross MRR: $10
- Net MRR: $9
- Delta Net MRR: $9
- Gross TCB: $30
- Delta Gross TCB: $30
- Net TCB: $27
- Delta Net TCB: $27
- Lookup To: Quote, QCD, QCS, QRPC
- No lookup to: QRI, QCID
- CS-002 for Monthly Flat Fee
- Start Date: 4/1/2025
- End Date: 12/31/2025
- Segment: 2
- Quantity: 1
- Delta Quantity: 1
- Gross MRR: $10
- Delta Gross MRR: $10
- Net MRR: $10
- Delta Net MRR: $10
- Gross TCB: $90
- Delta Gross TCB: $90
- Net TCB: $90
- Delta Net TCB: $90
- Lookup to: Quote, QCD, QCS, QRPC
- No lookup to: QRI, QCID
- CS-003 for One Time Flat Fee
- Start Date: 1/1/2025
- End Date: 1/1/2025
- Segment: 1
- Quantity: 1
- Delta Quantity: 1
- Gross MRR: null
- Delta Gross MRR: null
- Net MRR: null
- Delta Net MRR: null
- Gross TCB: $5
- Delta Gross TCB: $5
- Net TCB: $5
- Delta Net TCB: $5
- Lookup to: Quote, QCD, QCS, QRPC
- No lookup to: QRI, QCID
- CS-001 for Monthly Flat Fee
- Results in 3 charge segments:
New Ramp Quote with Recurring and Discount charges
- New Quote with a Subscription Term from 1/1/2025 - 12/31/2028
- Ramped Annually making three ramps:
- Ramp Interval 1: 1/1/2025 - 12/31/2025
- Monthly $10 Flat Fee Recurring charge, effective 1/1/2025
- 10% discount applied to the subscription for 1 year and 3 months (1/1/2025 - 3/31/2026); is applied to the entire first ramp interval.
- Usage Flat Fee with $5.00 effective price, starting effective 1/1/2025
- Results in 2 charge segments for Interval 1:
- CS-001 for Monthly Flat Fee
- Start Date: 1/1/25
- End Date: 12/31/2025
- Segment: 1
- Quantity: 1
- Delta Quantity: 1
- Gross MRR: $10
- Delta Gross MRR: $10
- Net MRR: $9
- Delta Net MRR: $9
- Gross TCB: $120
- Delta Gross TCB: $120
- Net TCB: $108
- Delta Net TCB: $108
- Lookup to: Quote, QCD, QCS, QRPC, QRI, QCID
- CS-002 for Usage Flat Fee
- Start Date: 1/1/25
- End Date: 12/31/2025
- Segment: 1
- Quantity: null
- Delta Quantity: null
- Gross MRR: null
- Delta Gross MRR: null
- Net MRR: null
- Delta Net MRR: null
- Gross TCB: null
- Delta Gross TCB: null
- Net TCB: null
- Delta Net TCB: null
- Lookup To: Quote, QCD, QCS, QRPC, QRI
- No Lookup to: QCID
- CS-001 for Monthly Flat Fee
- Results in 2 charge segments for Interval 1:
- Ramp Interval 2: 1/1/2026 - 12/31/2026
- Monthly Flat Fee Recurring charge, updated to $12 effective price on 1/1/2026
- 10% discount ends in this ramp, effective for 3 months and then ends 3/31/2026
- Usage Flat Fee is updated to $8.00 effective price, starting effective 1/1/2026
- Results in 3 charge segments for Interval 2:
- CS-003 for Monthly Flat Fee
- Start Date: 1/1/26
- End Date: 3/31/2026
- Segment: 2
- Quantity: 1
- Delta Quantity: 1
- Gross MRR: $12
- Delta Gross MRR: $12
- Net MRR: $10.80
- Delta Net MRR: $10.80
- Gross TCB: $36
- Delta Gross TCB: $36
- Net TCB: $32.40
- Delta Net TCB: $32.40
- Lookup To: Quote, QCD, QCS, QRPC, QRI, QCID
- CS-004 for Monthly Flat Fee
- Start Date: 4/1/26
- End Date: 12/31/2026
- Segment: 3
- Quantity: 1
- Delta Quantity: 1
- Gross MRR: $12
- Delta Gross MRR: $12
- Net MRR: $10.80
- Delta Net MRR: $10.80
- Gross TCB: $108
- Delta Gross TCB: $108
- Net TCB: $97.20
- Delta Net TCB: $97.20
- Lookup To: Quote, QCD, QCS, QRPC, QRI, QCID
- CS-005 for Usage Flat Fee
- Start Date: 1/1/26
- End Date: 12/31/2026
- Segment: 2
- Quantity: null
- Delta Quantity: null
- Gross MRR: null
- Delta Gross MRR: null
- Net MRR: null
- Delta Net MRR: null
- Gross TCB: null
- Delta Gross TCB: null
- Net TCB: null
- Delta Net TCB: null
- Lookup To: Quote, QCD, QCS, QRPC, QRI
- No Lookup to: QCID
- CS-003 for Monthly Flat Fee
- Results in 3 charge segments for Interval 2:
- Ramp Interval 3: 1/1/2027 - 12/31/2027
- Monthly $12 Flat Fee Recurring charge, effective during this ramp
- Usage Flat Fee is updated to $9.00 effective price, starting effective 1/1/2027
- Results in 2 charge segments in Interval 3:
- CS-006 for Monthly Flat Fee
- Start Date: 1/1/27
- End Date: 12/31/2027
- Segment: 4
- Quantity: 1
- Delta Quantity: 1
- Gross MRR: $12
- Delta Gross MRR: $12
- Net MRR: $10.80
- Delta Net MRR: $10.80
- Gross TCB: $144
- Delta Gross TCB: $144
- Net TCB: $129.6
- Delta Net TCB: $129.6
- Lookup To: Quote, QCD, QCS, QRPC, QRI, QCID
- CS-007 for Usage Flat Fee
- Start Date: 1/1/27
- End Date: 12/31/2027
- Segment: 3
- Quantity: null
- Delta Quantity: null
- Gross MRR: null
- Delta Gross MRR: null
- Net MRR: null
- Delta Net MRR: null
- Gross TCB: null
- Delta Gross TCB: null
- Net TCB: null
- Delta Net TCB: null
- Lookup To: Quote, QCD, QCS, QRPC, QRI
- No Lookup to: QCID
- CS-006 for Monthly Flat Fee
- Results in 2 charge segments in Interval 3:
- Ramp Interval 1: 1/1/2025 - 12/31/2025