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Zuora CPQ

Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableZuora AIRelease NotesBasicsEntitlementsSupport and policies
Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableZuora AIRelease NotesBasicsEntitlementsSupport and policies

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Upgrade Zuora Quotes

Picklists update

Review and update picklists in your organization based on the summarized changes.

The table below summarizes the changes in picklists. Review the changes against what you have set up in your org and update the picklists as necessary.
Note: If you are upgrading from a version higher than what is specified in the Changed in Version column, you do not need to update the picklist of that particular field.

If you are upgrading Zuora CPQ in an existing Salesforce org, new picklist values introduced in a Zuora CPQ release are not automatically added to existing managed-package picklist fields during upgrade. After the upgrade, review the picklist changes listed on this page and manually add or activate any newly introduced values that you need in your org. This behavior is due to Salesforce managed-package behavior. Fresh installations include the new picklist values automatically.

Quote Rate Plan Charge and Product Rate Plan Charge

ObjectFieldChangedinVersionRecord TypesPicklist Values
QuoteBilling Batch6.40All

Added:

  • Batch21
  • ...
  • Batch50
QuoteQuote Business Type6.54AllAdd or remove picklist values based on the Record Type and business needs.
QuoteInitial Term Period Type (new)7.4

Default

Amendment

Renewal

Move all in the Available Values list to Selected Values list.

Default: Month

QuoteRamp Frequency (new)8.4

Default

Amendment

Renewal

Move all in the Available Values list to Selected Values list.
QuoteRenewal Term Period Type (new)8.4

Default

Amendment

Renewal

Move all in the Available Values list to Selected Values list.
Product Rate Plan Charge
  • Accounting Code
  • Tax Code
  • Deferred Revenue Account
  • Recognized Revenue Account
7.1n/aAdd or update the picklist options based on the settings in your Zuora tenant.
Product Rate Plan ChargeModel7.1n/a

Added:

  • Discount-Fixed Amount
  • Discount-Percentage
  • Flat Fee Pricing
  • Per Unit Pricing
  • Overage Pricing
  • Tiered Pricing
  • Tiered with Overage Pricing
  • Volume Pricing
Product Rate Plan ChargeRev Rec Code (zqu__RevRecCode2__c)7.1n/aAdd the same Rev Rec Codes that you have in your Zuora tenant. See Add Revenue Recognition Codes to see the revenue recognition codes defined in your Zuora tenant.
Product Rate Plan ChargeBill Cycle Type7.4n/a

Added:

Specific Day of Week

Product Rate Plan ChargeList Price Base7.4n/a

Added:

Per Week

Product Rate Plan ChargeBilling Period7.4n/a

Added:

  • Week
  • Specific Weeks
Quote Rate Plan ChargeBill Cycle Type7.4n/a

Added:

SpecificDayofWeek

Quote Rate Plan ChargeList Price Base7.4n/a

Added:

Per Week

Quote Rate Plan ChargePeriod7.4n/a

Added:

  • Week
  • Specific Weeks
Quote Wizard StepSubscription Type7.3n/a

Added:

  • Edit Subscription
  • Edit Amendment
  • Edit Renewal
Quote AmendmentType8.2n/a

Added:

Original

Product Rate Plan ChargeRating Group9.5n/a

Added:

ByGroupId

QuoteCredit Balance Application Order(zqu__ApplicationOrder__c)9.34All

Added:

  • Credit Memo then Unapplied Payment
  • Unapplied Payment then Credit Memo
  • Only apply Credit Memo
  • Only apply Unapplied Payment
Quote Order Line ItemItem State(zqu__ItemState__c)9.43n/a

Added:

  • Executing
  • Sent To Billing
  • Complete
  • Cancelled
Quote Order Line ItemTax Mode(zqu__TaxMode__c)9.43n/a

Added:

  • Tax Inclusive
  • Tax Exclusive
Quote Order Line ItemItem State(zqu__ ItemState__c)10.2Removed:
  • Cancelled

Added:

  • Canceled
Quote Order Line ItemItem Type(zqu__ItemType__c)10.2Removed:
  • Discount
Product Rate Plan ChargePrepaid Operation Type(zqu__ PrepaidOperationType__c)10.5n/a

Added:

  • topup
Product Rate Plan ChargeValidity Period Type(zqu__ ValidityPeriodType__c)10.5n/a

Added:

  • Subscription Term
  • Annual
  • Semi Annual
  • Quarter
  • Month
Quote Rate Plan Charge Prepaid Validity Period Type(zqu__ Prepaid_Validity_Period_Type__c)10.5n/a

Added:

  • Subscription Term
  • Semi Annual
  • Quarter
  • Month
Quote Rate Plan ChargePrepaid Operation Type(zqu__PrepaidOperationType__c) 10.7n/aAdded:
  • topup
QuoteNumber of Intervals(zqu__Number_of_Intervals__c)10.8All

Added:

  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • 10
  • 11
  • 12
QuoteRamp Frequency(zqu__RampFrequency__c)10.8All

Added:

  • Custom (Ramp Frequency - Custom picklist value is present in 'Available Values', can be taken to 'Selected Values' If required. )
Product Rate Plan Charge Validity Period Type(zqu__ValidityPeriodType__c)10.8n/a

Removed:

  • Semi Annual

Added:

  • Semi-Annual
Quote Rate Plan ChargePrepaid Validity Period Type(zqu__Prepaid_Validity_Period_Type__c)10.8n/a

Removed:

  • Semi Annual

Added:

  • Semi-Annual
Product Rate Plan ChargePrepaid Operation Type(zqu__PrepaidOperationType__c)10.8.1n/a

Added:

  • drawdown
QuoteIs Cloned(zqu__Is_Cloned__c)10.9All

Added:

  • Yes
  • No
Quote Rate Plan ChargePrepaid Operation Type(zqu__PrepaidOperationType__c)10.10n/a

Added:

  • drawdown
Product Rate Plan ChargeBill Cycle Type(zqu__BillCycleType__c)10.16n/a

Added:

  • TermEndDay
  • TermStartDay
Quote Amendment Subscription Payment Term(zqu__Subscription_Payment_Term__c)10.16n/a

Added:

  • Due upon receipt
  • Net 30
  • Net 45
  • Net 60
Quote Subscription Payment Term(zqu__Subscription_Payment_Term__c)10.16All

Added:

  • Due upon receipt
  • Net 30
  • Net 45
  • Net 60
Quote Rate Plan ChargeBill Cycle Type(zqu__BillCycleType__c)10.16n/a

Added:

  • TermEndDay
  • TermStartDay
Quote Order Line Item Discount Type(zqu__DiscountType__c)10.17n/a

Added:

  • None
  • Percentage
  • Fixed Amount
QuoteOrder Submission Status(zqu__OrderSubmissionStatus__c)10.20All

Added:

  • Completed
  • Draft
QuoteMSQ Async Request Status(zqu__MSQ_AsyncRequestStatus__c)10.26All

Added:

  • Processing
  • Completed
  • Error
  • Queued
QuoteMSQ Async Request Type(zqu__MSQ_AsyncRequestType__c)10.26All

Added:

  • Preview
  • Submit
Product Rate Plan ChargeCommitment Type(zqu__CommitmentType__c) 10.29n/a

Added:

  • Unit
  • Currency
Product Rate Plan ChargeRollover Apply Option(zqu__RolloverApplyOption__c)10.29n/a

Added:

  • Apply First
  • Apply Last
Quote Rate Plan ChargeCommitment Type(zqu__CommitmentType__c) 10.29n/a

Added:

  • Unit
  • Currency
Quote Rate Plan ChargeRollover Apply Option(zqu__RolloverApplyOption__c)10.29n/a

Added:

  • Apply First
  • Apply Last

Product Rate Plan Charge

List Price Base

10.57

n/a

Added:

  • Per Year
  • Per Specific Months

Quote Rate Plan Charge

List Price Base

10.57

n/a

Added:

  • Per Year
  • Per Specific Months

To add new picklist options to an existing field, see Add new picklist options to an existing field.

To add new picklist options to a new field, see Add new picklist options to new field.

Last updated: July 30, 2026