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Cancel a Commitment in Zuora CPQ

Learn how to cancel an active commitment from the commitment list in Zuora CPQ and specify the cancelation effective date and settlement option.

Before you cancel a commitment, complete the following prerequisites:

  • Zuora Quotes managed package version 10.62 or later is installed.

  • Confirm that the commitment is active and is the latest version of the commitment.

  • Verify the date on which the cancelation takes effect.

  • Determine whether the cancelation requires settlement of the period minimum due or the full minimum due.

When you cancel a commitment, you specify the cancelation effective date and, optionally, the settlement treatment. The cancelation is created as a separate commitment record that you can edit before you submit the order to Zuora.

  1. In Quote Studio, open the commitment list.
  2. Locate the active commitment that you want to cancel.
  3. In the commitment row, click the icon.

    The Cancel Commitment dialog is displayed. The Cancellation Effective Date is prepopulated with the current date, and No Settlement is selected by default.

  4. In the Cancellation Effective Date field, select the effective date for the cancelation.
  5. Select a settlement option:
    • No Settlement: Do not apply a settlement amount.

    • Period Minimum Due: Settle the period minimum due.

    • Full Minimum Due: Settle the full minimum due.

  6. Click Cancel Commitment.

    A new commitment record with the status Cancelled is added to the list and the original active commitment is no longer the latest version. The cancelation record contains the commitment number, cancelation effective date, and settlement option.

    You can edit a canceled commitment before you submit the order to Zuora.

    You can delete a canceled commitment only before the order is submitted to Zuora.