Advanced Quoting Configuration Settings
Advanced Quoting Configuration Settings
To configure the advanced quote settings:
- Click the Zuora Config tab.
- Click Advanced Quoting Configuration Settings.
- Click Edit Settings.
- Configure the settings. The table below describes these settings in more detail.
- Click Save.
The following advanced settings are available to configure Zuora Quotes.
| Setting | Description |
|---|---|
| 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. |
| Enable Guided Product Selector | Select this setting to be able to configure Guided Product Selectors and have them available during quoting process. |
| 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.
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. |
| Enable Bundling |
To create bundle products in Zuora Quotes and use the bundle products during your quoting process, the Enable Bundling setting must be turned on in Zuora Quotes. This setting is read-only in Zuora Quotes and is controlled by the settings in Zuora. |
| 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. |
|
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:
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. |
| Enable Real Time Rule Calculation | When this setting is enabled, price rules are automatically triggered whenever a field is updated on the Product Selector. |
|
Display Rules Engine Change Logs |
Select this setting to display rules engine change logs on the Choose Product and Charges page. |
| 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. |
| 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. |
| Update Amend Quote as of Quote Start Date |
When this setting is enabled, amendment quotes will default all amend actions to Quote Start Date.
|
| 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.
|
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.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:
- The Entitlements feature in your Zuora tenant
- The Enable Feature Specification in Products and Subscriptions setting in Zuora
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:
- In Salesforce, open Developer Console.
- Navigate to Debug > Open Execute Anonymous Window.
- In the Enter Apex Code window, type:
zqu.RefreshCustomSettingSchedulable.refreshEntitlementPermission(); - Click Execute.
- 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.
Enable Bundling
To use the new Bundling and Rules Engine features, the Enable Bundling setting must be enabled in Zuora Quotes. The Enable Bundling 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 Bundling setting before the next schedule permission check happens, run the following to force the permission check:
- In Salesforce, open Developer Console.
- Navigate to Debug > Open Execute Anonymous Window.
- In the Enter Apex Code window, type:
zqu.RefreshCustomSettingSchedulable.refreshCpqPermissions(); - Click Execute.
- In Zuora Quotes, click the Zuora Config tab and verify that the Enable Bundling 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 refreshCpqPermission 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.