Learn how to create and configure minimum spend Commitments in Quote Studio, including basic information, filter rules, and schedules, and send them to Zuora Billing.

1. Log in as a Salesforce user to create a new quote or amend or renew an existing one.
   The Commitments section appears on the quote. If no Commitments exist yet, the section is empty.
2. In the Commitments section, click Add Commitment.
   Note:

   The Commitment Owner Account field is auto-populated with the invoice owner of the quote and is read-only.

   To use a different account, restart the quote creation process and select that account as the invoice owner.

   If no name is defined for a new billing account, a placeholder such as 'New Billing Account' is displayed in the Commitment Owner Account field until a name is provided.

3. In the Basic Information section, complete the following fields:

   • Commitment Name - Enter a descriptive name.

   • Commitment Number - Auto-generated in Zuora Billing and visible only for existing Commitments. For new Commitments created in Quote Studio, this field is hidden. It appears after the Commitment is created in Zuora Billing.

   • Priority - Set a priority for the Commitment.

     Priority is used when an account has multiple Commitments on the same account. The priority value determines how Billing evaluates Commitments when more than one applies to the same charges.

   • Commitment Type - Defaults to Minimum Commitment, representing a minimum spend requirement.

     Note:

     Zuora Billing currently supports only minimum Commitments.

   • Commitment Currency - Defaults to the billing account currency.

     For example, if the account "ABC" is in USD, the Commitment currency defaults to USD.

   • Period Alignment - Select how the schedule aligns:

     • Commitment Start Date – Periods align with the defined start date.

     • Specific Date – Periods align to the date that you enter in Period Alignment Date. That date becomes the base date for each recurring period, for example, the first day of each month.

4. In the Filter Rules section, complete the following fields.

   • From the Applicable Accounts dropdown, select which accounts the Commitment applies to.

     • Commitment Account Only

       The Commitment applies only to the owner account (the account on which the Commitment is created).

     • Commitment Account's Direct Children Only

       The Commitment applies to all direct child accounts of the owner account.

     • Commitment Account and its Direct Children

       The Commitment applies to the owner account and its child accounts.

     • One or many specific existing Accounts

       Allows you to select any accounts from the Accounts dropdown, regardless of the parent-child hierarchy.

   • From the Applicable Charges dropdown, select which charges the Commitment applies to. Commitments are evaluated against subscription rate plan charges associated with subscriptions under the selected account.

     • All Charges

       The Commitment applies to all subscription rate plan charges on subscriptions owned by the applicable accounts defined in the Applicable Accounts field.

       For example, if Account 1 has three subscriptions, the Commitment covers all charges from all three subscriptions.

     • Filtered Charges

       Select Filter Charges if you want to limit the Commitment to certain charges. When this option is chosen, Quote Studio lists the following options:

       • Existing subscription charges

         Use this to select charges from existing subscriptions that are already owned by the Commitment owner account.

         Quote Studio displays a list of subscriptions and their charges where the subscription owner is the same as the Commitment owner account.

       • Current Quote Charges

         Use this when you want the Commitment to apply specifically to the charges you are adding on the current quote.

         Quote Studio shows the charges that belong to the in-flight quote you are working on. You can select one or more of these charges to associate them with the new Commitment.

       • Browse Products

         Use this when the Commitment should apply to all subscriptions (current and future) that include specific catalog charges.

         You can open the Browse Catalog modal and select one or more rate plan charges from the product catalog.

         Any subscription (existing or future) that includes those selected rate plan charges will be considered applicable to the Commitment.

   Note:

   In Zuora Billing, you can define Commitment applicability using flexible filter conditions on accounts and charges. In Zuora CPQ, Commitment applicability is limited to the predefined options listed above for Applicable Accounts and Applicable Charges. This simplified model is intentional for sales users and is more restrictive than the Billing configuration.

5. In the Commitment Schedules section, click + Add Schedule and define one or more schedules.
   Note:

   Each Commitment must have at least one period with a start date, end date, and amount. Periods within a schedule are generated and managed in Zuora Billing. You can view Commitment periods only after the Commitment is created and returned from Billing as an active Commitment.

6. Save the Commitment.

   When you send the Quote to Billing, Zuora CPQ creates the Commitment in the Billing tenant based on the configuration you entered.

   You can click the icon to view the created Commitments.

   • Newly created Commitments appear with Draft status in Quote Studio.

   • Commitments that have already been sent to Zuora Billing and are active in Billing appear with Active status.

   • Salesforce administrators can add columns to the Commitment table by updating the Display Fields (zqu__CPQX_Display_Fields) field set on the Commitments (zqu__Commitments__c) object.

   To configure custom fields for Commitments in Zuora CPQ, see Create custom fields for Commitments in Salesforce.