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Senior Tutor

No Correct price fields at Quote charge summary level in our quote 6.54 v

Hello Zuora team,

 

Currently we use Zuora quote 6.54 version, we have scenarios like multi year deal subscriptions aka term will be 15 months/18 moths etc.

 

When we sell these products, we don't see any prorated amounts like sub-total at the quote charge summary level, however its available at quote header level

 

We woudn't able to present if customers wants to see  Effective Price, Total price for each product line, however total quote price (sub-total) can be shown at the bottom, but we need at product line level as well

 

Ex: 

When sending an Agreement for a multi-year deal there are a few things that create confusion for the client:

  1. The amounts associated to each line item are the Effective Price & Total Price, so if there is any proration involved it’s very confusing
  2. It isn’t clear what the total amount due is. If there are multiple invoices being sent, it only shows the total amount of the contract

 

 

 

Subscription Term

Product

List Price

Effective Price

Total Price

17

FluidReview New Pro 2 years

14000

14000

14000

 

Sub-total @Quote level: 9,934.25, which is correct, however we need this field at quote charge summary level to present customer 

 

can you please let us know if there is any workarounds to fix this issue.

 

Thanks

Naga

 

 

 

6 REPLIES 6
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Zuora Staff

Re: No Correct price fields at Quote charge summary level in our quote 6.54 v

Naga, 

 

Have you tried using the Billing Total fields on the Quote Rate Plan Charge and Quote Charge Summary objects? These fields show the prorated amounts which if summed up at each line level will equal the total set at the quote header.

 

Field API Names:

 

zqu__BillingSubtotal__c

zqu__BillingTotal__c

zqu__BillingTax__c

zqu__BillingDiscount__c

 

These fields were added in the 7.2 release of the manage package and it will require an upgrade.

 

Thank you,

Shawn

Zuora Alumni

Re: No Correct price fields at Quote charge summary level in our quote 6.54 v

Thank you Shawn for advising Naga on his question.



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Senior Tutor

Re: No Correct price fields at Quote charge summary level in our quote 6.54 v

Thanks Shawn for the great reply and I appreciate it.

Savvy Scholar

Re: No Correct price fields at Quote charge summary level in our quote 6.54 v

In version 8.4, if you amend, renew, or cancel, the objects from where you measure Totals may vary (Quote Charge Summary and Quote Rate Plan Charge records are not created for some amendment, renewal, or cancel scenarios) Also, Quote Sub-Total field includes all customer to-be-invoiced amounts not just the sub-total for that current quote. There is no Quote Total field at this time for just that quote type selected. This should be something available in future releases of Orders.

Zuora Alumni

Re: No Correct price fields at Quote charge summary level in our quote 6.54 v

@jfimbres Just to clarify for this thread.  "Also, Quote Sub-Total field includes all customer to-be-invoiced amounts not just the sub-total for that current quote"

 

Correct, the Totals are dependent on Invoicing processes since they are basically formed from an Invoice Preview.  This should be solved by Total Contraced Billing Metric from Orders in Core Zuora.

 

"There is no Quote Total field at this time for just that quote type selected. This should be something available in future releases of Orders."

 

A Quote should never have other Subscription totals included, to be clear.  It should be just for the Subscription it's related to, even today.  

New Student

Re: No Correct price fields at Quote charge summary level in our quote 6.54 v

Could you please help me identifying if this version 6.54(version name Zuora for Salesforce Quotes Q2 '15 Maintenance Release 4) is lightening compatible or not?