Configuring Minimum Commitment
The Minimum Commitment app is not available for purchase anymore and is in maintenance mode. The information in this documentation is intended to be used by customers who have purchased the app.
After purchasing and installing the Minimum Commitment app, you need to perform the following steps to set up the app:
- Configure the Minimum Commitment app notifications
- Configure the Minimum Commitment app custom fields
Configure notifications
1. In your Zuora tenant, navigate to Settings > Billing > Setup Profiles, Notifications and Email Templates.
2. Select Edit on Bill Run Completion │Completed Status.
3. Complete notification details.
Basic Information:
- Name - Can be changed for easier tracking
- Description - Can be changed for easier tracking
- Active - Must be enabled
Event Parameters:
- Bill Run Status - Completed
Delivery Options:
- Email - System alert that Zuora has finished generating invoices
- Once invoices are created, Minimum Commitment app will run
- Callout - Must be enabled
- Base URL - Enter Endpoint URL from app installation into tenant
- Select Add Parameter to add new field
- Parameter Name - BillRunID
- Parameter Value - BillRun.ID from Legacy Fields
- HTTP Method - GET
- Retry - Set to 0 (zero)
- Callout Authentication - Must be enabled
- Username - Enter Zuora Connect username
- Password - Enter unique API Token from Connect profile
Click Save.
Configure custom fields
- Navigate to Platform > Object Manager in the left navigation menu.
- Custom fields for Minimum Commitment will need to be added by selecting the Customizable Object (Account, Subscription, and Product Rate Plan Charge Fields) and then adding the new custom fields. Added fields will require the following template to be completed. A description can be added for each of the labels if needed, the Required checkbox should not be checked. For more information about how to add custom fields, see Manage custom fields.
- Add the following custom fields for the Account object:
Name
API Name
Field Type
Additional Information
Minimum Commitment Next True Up Date
MinimumCommitmentNextTrueUpDate__c
Date
None
Minimum Commitment Billing Period
MinimumCommitmentBillingPeriod__c
Picklist
Picklist options:
- Monthly (default)
- Quarterly
- Annually
Minimum Commitment Amount
MinimumCommitmentAmount__c
Text
Max length 225
Minimum Commitment Type
MinimumCommitmentType__c
Picklist
Picklist options:
- Currency (default)
- Quantity
- Add the following custom fields for the Subscription object:
Name
API Name
Field Type
Additional Information
Minimum Commitment Next True Up Date
MinimumCommitmentNextTrueUpDate__c
Date
None
Minimum Commitment Billing Period
MinimumCommitmentBillingPeriod__c
Picklist
Picklist options:
- Monthly (default)
- Quarterly
- Annually
Minimum Commitment Amount
MinimumCommitmentAmount__c
Text
Max length 225
Minimum Commitment Type
MinimumCommitmentType__c
Picklist
Picklist options:
- Currency (default)
- Quantity
- Add the following custom fields for the Product Rate Plan Charge object:
Name
API Name
Field Type
Picklist Options
True Up Charge
TrueUpCharge__c
Picklist - FALSE (default)
- TRUE
Include Towards Minimum Commitment Amount
IncludeTowardsMinimumCommitmentAmount__c
Picklist - FALSE (default)
- TRUE
- Add the following custom fields for the Invoice object:
Name
API Name
Field Type
Picklist Options
Minimum Commitment Processed
MinimumCommitmentProcessed__c
Picklist
- FALSE (default)
- TRUE
- Add the following custom fields for the Account object:
What's next
See Using Minimum Commitment for more information.