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How to Understand the trigger Dates in a new Subscription

Question: How to understand the trigger dates in a new Subscription



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Zuora Alumni
Zuora Alumni

Re: How to Understand the trigger Dates in a new Subscription

Response:

When creating a new Subscription, here is the sequence for the trigger dates:

 

  • Contract Effective Date (CE)
    • Service Activation Date (SA)
      • Customer Acceptance Date (CA)
        • Term Start Date

 

Term Start Date: By default, the billing term starts when the contract becomes effective (set when saving the subscription). And the Term Start Date cannot be different from any of the 3 dates: CE, SA and CA. 

 

Term Start Date = Contract Effective Date = Subscription Start Date

 

If the Contract Effective Date is already set in the subscription, the system will assign this date as the Term Start Date if you did not manually set the Term Start Date. However if you change the Term Start Date, the Subscription Start Date will remain unchanged as the original date it was initially assigned.



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Valued Scholar

Re: How to Understand the trigger Dates in a new Subscription

How about Evergreen subsriptions?

May I say in Evergreen subscriptions the Term Start Date = empty and Contract Effective Date = Subscription Start Date? (always)

Zuora Staff

Re: How to Understand the trigger Dates in a new Subscription

You can always leave Term Start Date empty - but if left empty it'll always be populated with the subscription start date which is in turn inherited from the Contract Effective Date of the create subscription call. But you can specify the Term Start Date regardless if it's evergreen or termed. You can always infer an evergreen subscription as the Term END Date will be null which the subscription is active, but it'll always have a term start date even if you don't specify one.

Valued Scholar

Re: How to Understand the trigger Dates in a new Subscription

Thanks Richard.

Now I understand it.