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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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Advanced CPQ X functionalities

Calculated Charges in Quote Studio

This topic describes Calculated Charges in Quote Studio, including prerequisites, capabilities, workflow logic, and limitations.

Note: The Calculated Charge feature in Zuora CPQ is in the Early Availability phase. We are actively soliciting feedback from a small set of early adopters before releasing it as generally available. If you want to join this early availability program, contact Zuora Support.

The Calculated Charge model is a pricing model where fees are automatically calculated as a percentage of selected charges. It supports recurring, one-time, and usage charges, with filters to define contributing accounts and charges. During a bill run that includes both standard charges and calculated charges across multiple accounts, Zuora Billing processes standard charges first and then automatically processes calculated charges.

Prerequisites

  • The Calculated Charge Model and Enable Calculated Charge setting must be enabled in Zuora Billing and CPQ by Zuora Support.

  • The connected Zuora Billing tenant must support API version 155.0 or later, as this is required for the Calculated Charge–specific fields used by the new data-store logic.

  • This feature is available for Single Subscription Quotes (SSQ) starting from Zuora Quotes managed package version 10.58 and for Multi Subscription Quoting (MSQ) starting from version 10.59. Ensure that your installed Zuora Quotes managed package version meets these requirements.

Calculated Charge Capabilities

  • Enables secure querying and storage of calculated charge–specific fields in CPQ X.

  • Retrieves calculated charge pricing and eligibility details from Zuora Billing through the existing catalog API.

  • Provides a setup experience in Quote Studio to define the percentage, minimum amount, maximum amount, account scope, and charge filter conditions used for the calculated charge.

  • Displays the generated filter JSON for the configured calculated charge when the Show Generated Filter JSON feature is enabled in Zuora Config > Quote Studio Settings > Feature Access Config. This filter helps advanced Salesforce users to understand the filters for the calculated charges. The generated filter JSON for the configured calculated charge is available from Quotes version 10.59.

  • Displays the Percentage field in the Charge Config table for calculated charges when the field is included in the Charge Display Fields (zqu__CPQX_Charge_Display_Fields) field set on the Quote Rate Plan Charge object. Allows Salesforce users to edit the Percentage value at the quote charge level for calculated charges.

How it works

  • Zuora CPQ identifies eligible base charges by using the configured account scope and charge filter conditions.

  • If the Show Generated Filter JSON feature is enabled in Zuora Config > Quote Studio Settings > Feature Access Config, Quote Studio displays the generated filter JSON for the current calculated charge configuration. This generated filter is a read-only representation of the criteria used to identify the charges that are included in the calculated charge evaluation.

  • When you change the account scope, charge filter options, or selected charges, the generated filter JSON is updated to reflect the current configuration.

  • After the eligible charges are identified, Zuora CPQ aggregates the contributing amount, applies the configured percentage, and then enforces any defined minimum or maximum thresholds.

  • The calculated amount is then added as a separate charge line item.

  • If the Percentage field is displayed in the Charge Config table, the value is editable only for calculated charges. For non-calculated charges, the Percentage field remains blank and is not editable.

    Any updated percentage value is saved as part of the calculated charge configuration and is used for downstream preview and order payload generation.

Other Considerations

  • In Zuora CPQ, Calculated Charge is limited to predefined options for Applicable Accounts and Applicable Charges.

  • Calculated charge is not supported for the following metrics:

    • Charge Metrics

    • Charge Metrics TCB

    • Order Delta Metrics

    • Order Metrics

    • Ramp Metrics

  • The generated filter JSON is displayed for reference only. You cannot edit the generated filter in Quote Studio.

For calculation logic and example, see calculation logic and examples.

Last updated: June 4, 2026