Basic Information

Item Name

Yes

Name of the quote line item. This name represents the name of the object that is sold and will typically be displayed on invoices, quotes, portals, and so on.

Product Code

No

The product code that is used as an identifier for the downstream system. This code is used to map the products in external systems such as the SKU in an external product catalog or a provisioning system.

Item Type

Yes

The category of the quote line item. Valid values include:

• Fee

• Product

• Services

Transaction Date

No

The date of the quote line item transaction. If it is not specified, the quote date will be used as the transaction date.

Purchase Order Number

No

The purchase order number given to the quote line item transaction. Purchase order numbers can be found on the purchase order document.

Description

No

A brief description of the quote line item for reference.

Item State

No

The state of the quote line item. Valid values include:

• Executing

• Sent To Billing

• Complete

To bill the quote line item immediately, you must set this field as Sent To Billing , and specify the Bill Target Date field appropriately.

Bill Target Date

No

The date when the quote line item will be invoiced.

Pricing

List Price Per Unit

No

The list price per unit at the time of transaction. This field is used for reporting purposes. The Amount Per Unit value is used to determine the charge amount for this quote line item. If this field is not specified, Amount Per Unit will be used as the list price.

UOM

No

Unit of measure. UOM is defined in the Billing settings of your Zuora tenant.

Amount Per Unit

Yes

The amount that is charged per unit excluding discounts. This field can contain tax for tax inclusive.

Quantity

No

Quantity of the quote line item to be purchased. The charge amount will be calculated based on the specified Quantity and Amount Per Unit values. When this field is specified, each unit must be identical and you cannot modify a unit individually. To have a different unit, create another quote line item.

Discount Type

No

Use this field to specify the inline discount type, which can be Fixed Amount, Percentage, or None .

Discount Per Unit

No

Use this field in accordance with the Discount Type field, in the following manner:

• If the Discount Type field is set as Percentage, this field specifies the discount percentage for each unit of the order line item.

• If the Discount Type field is set as Fixed amount, this field specifies the discount amount on each unit of the order line item.

Tax

Tax Mode

No

Indicates whether the charge amount is tax inclusive or tax exclusive.

Tax Code

No

The tax code that is used to identify the appropriate tax rules and rates to apply to this order.

Sold To Contact

Use Billing Contact

No

Switch this toggle to the enabled position if you want to use the Bill To Contact as the Sold To Contact.

First Name

No

Use this section to specify the information about the Sold To Contact for this quote line item. You have three options:

• Leave this section empty by keeping the Use Billing Contact toggle enabled. The default Sold To Contact under the invoice owner account of this quote line item will be used as the Sold To Contact for this quote line item.

• Create a new contact as the Sold To Contact for this quote line item by filling in the relevant fields. To edit the relevant fields, you must first turn the Use Billing Contact toggle button off.

• Use an existing contact of the customer account by filling in the relevant fields. To edit the relevant fields, you must first turn the Use Billing Contact toggle disabled.

Last Name

No

Country

No

State

No

City

No

County

No

Postal Code

No

Additional Information

Custom Field 1

No

The custom fields that are defined on the Quote Line Item object.

Custom Field 2

No