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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.
thanks
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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
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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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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.
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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?
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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.
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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
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Re: Quote Template Rate Plan Charge Calculation with Billing Period = Subscription Term
Yes thats correct, we need to update that article.
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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.
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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