This calculation process identifies eligible invoice items based on configured conditions, sums their amounts, calculates a percentage-based value, and then applies any defined minimum and maximum limits.

If you update the percentage value for a calculated charge in the Charge Config table at the quote charge level, Zuora CPQ uses the updated percentage in the calculation.

For non-calculated charges, the Percentage field remains blank and is not editable in the Charge Config table.

Example 1: Percentage above minimum, no maximum

• Total contributing amount in the period: 13,500

• Percentage: 25%

• Minimum amount: 100

• Maximum amount: not set

• Percentage-based amount = 13,500 × 25% = 3,375

• 3,375 > 100 (minimum), so invoice amount = 3,375

Example 2: Percentage below minimum

• Total contributing amount in the period: 100

• Percentage: 25%

• Minimum amount: 100

• Maximum amount: not set

• Percentage-based amount = 100 × 25% = 25

• 25 < 100 (minimum), so invoice amount = 100

Example 3: Percentage above maximum (cap applied)

• Total contributing amount in the period: 13,500

• Percentage: 25%

• Minimum amount: 100

• Maximum amount: 3,000

• Percentage-based amount = 13,500 × 25% = 3,375

• 3,375 > 3,000 (maximum), so invoice amount = 3,000