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Quote "Read-Only after Sent to Z-Billing doesn't apply retroactively?

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Quote "Read-Only after Sent to Z-Billing doesn't apply retroactively?


Looks like "The  Read only after Sent to Z-Billing" setting in the quote configuration setting does not apply to quotes already Sent-to -Z-biling. This only applies to Quotes after the setting is turned on. Is there anyway the setting can retroactively change the quote layout to Read-only for Quotes that have already been sent to Z-billing. Customers do not want these quotes editable. 




Zuora Alumni

Spoke to one of the developers and they suggested the below. You just need to switch the record type of the Quote. 


I believe the setting just causes quotes to switch to the Read-Only record type upon send to z-billing.

So if you wanted it retroactive, you’d could select Quotes where Record Type is Default and status is Sent to ZBilling, and set Record Type to Default Read-Only

then repeat for Amendment Read-Only, Renewal Read-Only, etc.

Zuora Alumni
Status changed to: More Feedback Needed
Community Manager
Status changed to: Under Consideration