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Cannot modify quote rate plan charge's "Up To How Many Periods" field

vu_phan
Zuora Support

Cannot modify quote rate plan charge's "Up To How Many Periods" field

My quote has a discount charge.  When I set the charge's Up To How Many Periods field to a specific value (e.g., '6') and save it, the value is reset to blank.  Upon sending the quote to Zuora, the discount charge's End Date is set to Subscription End Date instead of the value that I entered.

 

Can someone please let me know how I can set the discount charge to end after a certain number of billing periods instead of Subscription End Date?



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vu_phan
Zuora Support

Re: Cannot modify quote rate plan charge's "Up To How Many Periods" field

Up To How Many Periods field is utilized when End Date Condition is set to 'Fixed Period' only.  There are three different scenarios, and you will need to set the related fields accordingly.

 

  1. End Date Condition = 'Subscription End Date'

    • (All other fields are ignored)

  2. End Date Condition = 'Fixed Period'

    • Up To Periods Type is required.

    • Up To How Many Periods is required.

  3. End Date Condition = 'Specific End Date'

    • Specific End Date is required.



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1 REPLY 1
vu_phan
Zuora Support

Re: Cannot modify quote rate plan charge's "Up To How Many Periods" field

Up To How Many Periods field is utilized when End Date Condition is set to 'Fixed Period' only.  There are three different scenarios, and you will need to set the related fields accordingly.

 

  1. End Date Condition = 'Subscription End Date'

    • (All other fields are ignored)

  2. End Date Condition = 'Fixed Period'

    • Up To Periods Type is required.

    • Up To How Many Periods is required.

  3. End Date Condition = 'Specific End Date'

    • Specific End Date is required.



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Help others find answers faster by accepting my post as a solution √

View solution in original post