Edit a Commitment using the Zuora UI
Learn how to edit commitments in the Zuora UI and understand which fields you can change based on the commitment state.
- Navigate to Customers > Commitments. The Commitments page opens.
- Click a commitment number in the Commitment Number column.
- Click Create Order. The Review order page opens.
- Click the edit icon in the Actions column of the commitments record.
Commitments are progressively locked as they are processed. The system uses four states to determine the details to be updated:
States
Allowed Changes
Active — No contributions in any period
-
Name
-
Description
-
Custom fields
-
Tax fields
-
Accounting codes
-
Revenue accounting fields
-
Add schedules
-
Update any schedules
-
Cancel schedules and commitment
Active — At least one period has contributions. No period has been evaluated.
-
Name
-
Description
-
Custom fields
-
Tax fields
-
Accounting codes
-
Revenue accounting fields
-
Add schedules
-
Update period amount in any schedule
-
Cancel a schedule where no period has been contributed.
At least one period evaluated for true-up
-
Name
-
Description
-
Custom fields
-
Add schedules
-
Update period amount in a schedule in a schedule where no period has been evaluated.
-
Cancel a schedule where no period has been contributed.
All periods are evaluated, or commitment is cancelled
Considered as completed. No change can be made.
If you want to amend a commitment by updating the end date of an existing commitment schedule, follow these steps:
- In the schedule that you want to change, update the Schedule End Date.
- Review the regenerated commitment periods. When you edit schedule dates, Zuora regenerates the underlying periods.
- If needed, append a new schedule at the end to continue the commitment after the revised end date.Note: The Amendment action is supported both by the UI and API
-
- If overlapping commitments in nested mode are enabled for your tenant, you can update child commitment relationships during an order amendment.
You can:
-
Add existing commitments as child commitments.
-
Remove child commitments.
-
Move a child commitment from one parent commitment to another, if the relationship is still eligible for update.
Note: You cannot remove a child commitment when unreversed child-to-parent true-up rollup activity still exists between the child commitment and the parent commitment. -
- Click Activate. The commitments is activated.
The eligible accounts and charges configuration cannot be changed after a commitment is activated. If the contributing scope needs to change fundamentally, cancel the commitment and create a new one.
Editing child commitment relationships in overlapping commitments (nested mode) is a separate amendment action and does not change the eligible accounts or eligible charges configuration of the commitment.