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Quote Template Rate Plan Charge Calculation with Billing Period = Subscription Term

Hi - 

I am testing setting up one of our new Product Rate Plan Charges with a Billing Period type of Subscription Term.  This setup requires using the monthly list price.  The issue I am having is with the quote pdf.  When the pdf is genrated the Rate Plan Charge totals are only equal to the mothly total.  Is there a way to have the 'Total' show the total based on price * quantity * term length?

 

Using the subscription term as the Billing Period provide flexibilty for non-standard term lengths, but our customers would not understand a quote that looked like this. 

 

Quote Sample.JPG

thanks 

10 REPLIES 10
Zuora Alumni

Re: Quote Template Rate Plan Charge Calculation with Billing Period = Subscription Term

The * length are stored in the metrics fields we get from API calls from Zuora on either QRPC or QCS objects.   This article should help:

 

https://knowledgecenter.zuora.com/CA_Commerce/C_Zuora_Quotes/M_Working_with_Quotes/F_Quote_Metrics

Valued Scholar

Re: Quote Template Rate Plan Charge Calculation with Billing Period = Subscription Term

Thanks, the article was very helpful.  The only place I am still having issues is the Amendment quotes.  I can't get the pro-rated total to populate in the charge line. The only place it popluates is in the quote merge fields on the total quote amount. I am using the QCS objects for merge fields. 

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Zuora Alumni

Re: Quote Template Rate Plan Charge Calculation with Billing Period = Subscription Term

The zqu__Billing* fields should give you this for the Charge level Metrics in QCS.

Valued Scholar

Re: Quote Template Rate Plan Charge Calculation with Billing Period = Subscription Term

I don't see any zqu_ _ billing fields in the QCS merge field options?

Zuora Alumni

Re: Quote Template Rate Plan Charge Calculation with Billing Period = Subscription Term

If you reference a direct API name of the salesforce field in the Template it should print out fine.

Valued Scholar

Re: Quote Template Rate Plan Charge Calculation with Billing Period = Subscription Term

Can you provide more detail on how this would work with Merge fields? I have been using this knowledgecenter article for usable fields.  https://knowledgecenter.zuora.com/CA_Commerce/C_Zuora_Quotes/G_Zuora_Quotes_Configuration_Settings/D....  But are you saying I can use any of the Salesforce zqu fields in the merge fields? Thanks 

Zuora Alumni

Re: Quote Template Rate Plan Charge Calculation with Billing Period = Subscription Term

Yes thats correct, we need to update that article.

Zuora Alumni

Re: Quote Template Rate Plan Charge Calculation with Billing Period = Subscription Term

article is updated, let us know if you run into more issues:

 

An alternative to specifying a merge field as given in the first column of the below tables, you can specify an API name of the field from the second column. For example, <<Quote.AmendmentName>> can be also specified as <<Quote.zqu__Amend_Name__c>> as zqu__Amend_Name__c is the API name of the corresponding field.

Valued Scholar

Re: Quote Template Rate Plan Charge Calculation with Billing Period = Subscription Term

Question on Invoice Templates -  Are you not able to use the 'Invoice' object in multi line tables? I keep getting an error when I try and use this in table merge field.  There are several fields that are not available in the other objects that I would like to use on the invoice template.  Thanks