Set up a Multi-Attribute Pricing
Learn how to implement a Multi-Attribute Pricing (MAP) charge model for usage charges in your Zuora tenant.
- Perform the following steps in Zuora tenant.
- Create custom fields for the Usage object - Customize the Usage object by creating custom fields that will hold the attributes you want to use for pricing differentiation. For example, if you're renting cars, you might create fields like Car Type and Car State.
- Create a custom object with multi-attribute data - Create a custom object to store the multi-attribute data. This could be a table that contains the different attributes like Car Type and Car State, along with their associated pricing information.
Create a custom object as the lookup table definition - Define a custom object that acts as a lookup table. This object will help in mapping the attributes to specific pricing information.
Add records to the lookup table - Populate the lookup table object with records that associate the attribute combinations with their corresponding pricing.
- Create product rate plan charges and subscriptions - Define product rate plan charges in Zuora that link to the custom object's data. This helps in applying the MAP charge model to your subscriptions.
- Create usage records with the Usage custom fields - When recording usage for subscriptions, include the custom fields (Car Type and Car State) to capture the attributes for pricing calculation.
- View the status and details of the created usage records - Monitor the usage records to ensure that the custom fields are correctly populated and that the pricing is being applied based on the attributes.
- Sync Data from Zuora to Salesforce - Synchronize the subscription, product, and usage data from Zuora with Salesforce.
Important considerations:
- One-time and Recurring Charges: In Zuora, when dealing with both one-time and recurring charges, you can input a quantity (qty) and map account-level fields and quote-level fields to account-level fields and subscription-level fields. This enables you to compute a preview of these charges using your specified price formula.
- Usage Charges: Regarding usage charges within Zuora, manual entry of quantity or other fields is not permitted. The pricing for usage charges relies on the actual usage records uploaded in Zuora. Consequently, you will not receive a preview for usage MAP charges in CPQ because the pricing is determined by the data uploaded for actual usage.
- Perform the following steps in Salesforce.
- Create Custom Fields (Type and State) - In Salesforce, create the respective custom fields (e.g., "Type" and "State") on the Account or Subscription object. These fields will store the attribute selections made during the quoting process. Refer to the Create a Custom Field article in Salesforce to learn how to create a custom field.
- Add Fields to Quote Studio UI - Edit the Quote Studio UI to include the newly created custom fields (Type and State) in the quoting process. This allows you to select the relevant attributes when creating a new quote.