Learn how to create and configure commitments in the Zuora UI as part of an order, including applicable accounts, charge filters, and commitment schedules.

1. During the order creation, in the Commitments section, click Create Commitment. Zuora automatically sets the commitment account to match the account associated with this order. For information on creating subscriptions and orders, see Orders tutorials - Create Subscriptions
2. Enter the basic information.
3. Configure applicable accounts and charges. You can select which accounts' charges can contribute to the commitment from the following options:

   • Commitment account only (default)

   • Commitment account's direct child accounts

   • Commitment account and it's direct child account

   • Filtered accounts (accounts matching a custom field or other filter condition)

   • Selected accounts (manually selected by name)

   Applicable accounts are resolved and fixed at commitment creation time. New accounts created after activation (even if they would match the filter criteria) are not automatically added.

   Choose which charges contribute. If a filter is not applied, all supported charge types on all applicable accounts are eligible:

   • All charges (default)

   • Filtered charges — filter by product, product rate plan, charge type, or custom field

   Unlike applicable accounts, charge filters are re-evaluated when charges are added, updated, or removed, so future charges matching the original filter are automatically counted into the commitment. For more information, see Accounts and charge filters

4. To define commitment schedules, add one or more schedules based on the contract term. Schedules must be continuous - no gaps or overlaps. Schedule end date is exclusive. The system will auto-generate commitment periods for preview. Period end date is inclusive.

   Field	Description
   Commitment Start Date	Start date of the commitment.
   Period Alignment	Align periods to commitment start date or a specific date
   Schedule Start Date / End Date	Date range for a schedule. Scheduled end date is exclusive.
   Period Type	Monthly, Quarterly, Semi-annually, Annually, or Single Period. Use Period Type = Single Period for maximum flexibility, so each schedule and period can be modified on its own.
   Period Amount	Committed amount per period. Amount is prorated automatically when the first or last period is a partial period.
   Period Amount Base	This is calculated per period.

5. Enter description, accounting codes (use system default when blank), tax code, tax mode, revenue accounting fields,and custom fields.
6. Click Save to save the commitment and review the order.
7. (Optional) Click the Edit icon to edit the commitment details, or the Delete icon to delete it.
8. Click Activate to activate the order.
9. Once created, the commitment, schedules and periods become active, and eligible billed charges begin to contribute to the commitment balance according to the charge contribution process described earlier.