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How effective dating works

Learn how effective dating is applied during PRPC creation and editing, ensuring automatic versioning of price changes.

Effective dating is implemented in one of two ways:

  • During PRPC creation (OOB Behaviour)

  • During PRPC editing (UI or API)

During PRPC creation (OOB Behaviour)

When defining attributes for a rate card during PRPC creation, Zuora automatically creates a reserved attribute:

{
  "name": "EffectiveDate",
  "type": "Datetime"
}
  • The EffectiveDate field is system-seeded automatically with the current UTC datetime when a charge is first created.

  • All subsequent price updates are automatically effective-dated. This means that every price change creates a new version valid from that timestamp onward.

While Editing a PRPC

When editing a Product Rate Plan Charge (PRPC) via the API or UI:

  • UI - The system automatically uses the current UTC timestamp as the EffectiveDate. This creates a new version of the price behind the scenes, and no manual input is required.

  • API - You have two options:

    • You can schedule a future price version by explicitly providing an EffectiveDate, which must be a future datetime.

    • You can omit the EffectiveDate to have the system automatically use the current UTC timestamp.

      Note:

      Setting a past EffectiveDate is not supported in UI and not recommended in API, as it overwrites all future-dated prices.