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Create quote with Multi-Attribute Pricing charge

Learn how to create a quote using Multi-Attribute Pricing (MAP) in Salesforce.

  1. In your Salesforce org, navigate to the Account Detail page of an account or the Opportunity Detail page of an opportunity.
  2. Click the New Quote (New) button.
  3. In the area of Step 1: Select a Billing Account, select a billing account from the table.
  4. In the area of Step 2: Select a Subscription, click New Subscription on the right. The New Subscription Quote page is displayed.
  5. Click Expand section
    in the Quote Summary card at the top to configure the quote information in the expanded view, including the quote name, associated account and opportunity, the valid period of the quote, and whether it is a primary quote. Expand Quote info menu
  6. Click Expand section
    in the Subscription Summary section to configure basic information of the subscription, including the subscription type, terms and conditions, whether it is a ramp deal, and billing information.
  7. Select the products and rate plans with MAP configuration, the price will be adjusted based on the attributes chosen within the custom fields labeled as Type and State. Type and state information

    The example lookup table used by the car rental company is as follows:

    type

    state

    price multiplier

    compact

    California

    2

    compact

    New York

    3

    full-size

    California

    3

    full-size

    New York

    4

    The actual car rental price for each usage record is calculated based on the following prototype formula (the actual Price Formula will be different):

    Usage Quantity * Price Multiplier

  8. Click Submit.

    The configuration is then submitted successfully.

    Note:

    While it's feasible to override MAP charges during Orders creation within Zuora, Zuora Quotes does not offer assistance for such overrides. This is due to the fact that Zuora Quotes is crafted to meet the requirements of sales representatives, and incorporating this degree of intricacy might potentially add complexity to the user experience.