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How to align quarterly charges to actual calendar quarters

Question:

 

How to align quarterly charges to actual calendar quarters?



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Re: How to align quarterly charges to actual calendar quarters

Let's say we have a requirement to bill for calendar quarters:

 

01/01/2016 - 03/31/2016
04/01/2016 - 06/30/2016
07/01/2016 - 09/30/2016
10/01/2016 - 12/31/2016

 

Solution:

To achieve this, we'll need to set the Term Start Date of the subscription to the last quarter's start date (by default, the Term Start Date is the same as your Contract Effective Date). Then, we'll need to align the quarterly charge to Term Start, instead of the default "Align to Charge".

 

Detailed steps:

- Create your charge with the following configuration:

custsolquart1.JPG

 

- Create your subscription, make sure you set the Term Start Date under Additional Fields to the last quarter start date. In my example, the subscription starts on 04/25/2016, so the Term Start Date would be 04/01/2016:

 

custsolquart2.JPG

 

- If we preview the subscription now, we'll see the first service period is a prorated one from 04/25/2016, and the first full period is charged from the next full quarter, 07/01/2016

 

custsolquart3.JPG

 

References:
https://knowledgecenter.zuora.com/CB_Billing/WA_Dates_in_Zuora/D_Product_Catalog_Dates:_Product_Rate...



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