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Renewal Quote Metrics - subtotal not showing expected value.

Hi All,

 

Looking for some thoughts on the following:

 

Quote metrics on a Renewal Quote, specifically the "Sub Total" metric. 

 

Changes vs. Original 
Renewed Subscription A-S00000123 for 24 Months.  (the initial term was 12 months)
Removed ProductA (1 Year billing period) price $1000 effective at the end of the current term
Added ProductB (2 Year  billing period)  price $2000.  effective at the end of the current term
Changed Renewal Term to 24.

 

The expectation is the Sub Total should be $2000, which is the added product.

However, Sub Total is showing ~$1001.02, which looks like it is prorating the newly added 2 year charge for 1 year. 

Is there any way to get the sub total to show the $2000 for the new renewal term?

The TCV metric is correct at $2000.

The quote metrics are set to display for 1 period (changing to 2 doesn't make a difference). 

 

Note: an invoice for the current term has been run.

Running ZQuotes version 9.5

 

Thanks!

Frontera Consulting
Oracle, Salesforce and Zuora Consultants
3 REPLIES 3
Guru

Re: Renewal Quote Metrics - subtotal not showing expected value.

In your product catalog, is the setting Billing Period Alignment = Align to Term Start for ProductB?  To me, I guessing your current setting might be Align to Subscription Start.  if you change it, to Align to Term Start, i believe this will correct the quote metrics.

Partner

Re: Renewal Quote Metrics - subtotal not showing expected value.

Yup, that was it.  THANK YOU!

Frontera Consulting
Oracle, Salesforce and Zuora Consultants
Highlighted
Guru

Re: Renewal Quote Metrics - subtotal not showing expected value.

You are welcome!  I'm glad that worked.

 

We had this same issue when we went live with Zuora/Quotes years ago.  We mass updated our product catalog to use the Align to Term Start for all recurring charges.  Monthly charges, the only option is to Align to Charge.  I haven't noticed any issues with this in our processes once we made the change.