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Edit Page Layouts

Learn how to update Quote Detail Page layouts with new order charge metrics fields, including adding or removing fields as needed.

Update Quote Detail Page with New Order Charge Metrics Fields

Note: This feature is in the Early Availability phase. We are actively soliciting feedback from a small set of early users before releasing as generally available.

The following metrics fields were added or removed. If you have the Orders setting enabled and want to manage the new fields in UI, add or remove the fields to the specified page layouts of the object.

Object

Page Layout

Field

Quote

(zqu__Quote__c)

  • Quote Layout - Default V8.0

  • Quote Layout - Amendment v8.0

  • Quote Layout - Amendment Read-Only v8.0

  • Quote Layout - Default V8.0

  • Quote Layout - Read Only v8.0

  • Quote Layout - Renewal V8.0

  • Quote Layout - Renewal Read-Only V8.0

Added:

  • zqu__DeltaDiscountMRR__c

  • zqu__DeltaDiscountTCB__c

  • zqu__DeltaDiscountTCBTax__c

  • zqu__DeltaDiscountTCV__c

  • zqu__DeltaTCB__c

  • zqu__DeltaTCBTax__c

  • zqu__DiscountMRR__c

  • zqu__DiscountTCB__c

  • zqu__DiscountTCBTax__c

  • zqu__DiscountTCV__c

  • zqu__TCB__c

  • zqu__TCBTax__c

Quote Charge Summary (zqu__QuoteChargeSummary__c)

  • QuoteChargeSummary Layout

Added:

  • zqu__DeltaDiscountTCBTax__c

  • zqu__DeltaTCBTax__c

Removed:

  • zqu__previewedMRR__c

  • zqu__previewedTCV__c

  • zqu__BiilingTotal__c

  • zqu__BillingSubTotal__c

  • zqu__BillingTax__c

  • zqu__BillingDiscount__c

Quote Rate Plan Charge (zqu__QuoteRatePlanCharge__c)

  • Quote Rate Plan Charge Layout

Added:

  • zqu__DeltaDiscountTCBTax__c

  • zqu__DeltaTCBTax__c

Removed:

  • zqu__previewedMRR__c

  • zqu__previewedTCV__c

  • zqu__BiilingTotal__c

  • zqu__BillingSubTotal__c

  • zqu__BillingTax__c

  • zqu__BillingDiscount__c

Add the new metrics fields to the Quote Detail pages if you have the Order permission enabled in your org.

Note: If you are an existing Zuora Subscribe and Amend customer, we recommend you enable Orders Harmonization to access the Orders feature. With Orders, you can access both existing functions for subscription and billing management and the new features on Zuora Billing.
  1. Navigate to Setup > Create > Quote.
  2. In the Page Layouts section, click Edit next to the page.
  3. In the Related Lists section, drag and drop Quote Charge Details to the Related Lists section.
  4. In the Related Lists section, click the wrench icon for Quote Charge Details.
  5. In the Related List Properties dialog, add the new charge metrics fields to the Selected Fields list.
  6. Click OK.
  7. Click Save.
  8. Repeat Step #2 - #7 for each Quote pages listed in the table above.