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Cancel a Quote

Zuora

Cancel a Quote

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Prerequisites 

Ensure that the subscription you want to cancel is active and thus available to select in the Subscription Table.

Procedure

Take the following steps to cancel quote:

  1. In your Microsoft Dynamics 365 org, navigate to the Quotes layout page.
  2. Click the New Zuora Quote button. 
  3. In the area of Sales Information, select the Potential customer. After a Potential customer is selected, Bill To Contact and Sold To Contact associated with this account are displayed.
  4. In the Quote type field, select Amend Quote. You will see a new field, Zuora Subscription to Amend when you select Amend quote.
  5. In the Zuora Subscription to Amend field, select the subscription you wish to amend. All subscriptions associated with the account will be displayed as soon as you select the subscription.
  6. Click Cancel button under subscription section.
  7. In the resulting screen, select the Contract Effective Date.
  8. Select one of the following options to specify a cancel date under cancellation policy:
    • End of Current Term
    • End of Last Invoice Period
    • Specific Date - Select this to enter custom Cancellation Effective Date.

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  1. Click Submit.
  2. Click Send to Zuora.