Estimated Start Date rules

Use these rules when you enter an Estimated Start Date for a pending charge:

• The field is required before you can submit the quote.

• The date must be within the subscription term.

• Past and present dates are valid because the field is used as a revenue forecast, not a billing trigger.

• To make the Estimated Start Date field in Quote Rate Plan Charge object read-only for specific profiles or quote types, use Object Fields Config in Zuora Config > Quote Studio Settings.

Metrics behavior

Pending charges do not have billing impact yet, so Quote Studio does not calculate or display metrics for them.

For pending charge rows:

• MRR, TCV, Delta MRR, and Delta TCV display "-" because no metrics are available.

• Pending charges are excluded from Order Preview API calls.

• No metric values are stored on QuoteRatePlanCharge__c.

Active charges on the same quote continue to display normal metrics.

Behavior on amendment quotes

When you create an amendment quote from a subscription that has pending charges in Billing, Quote Studio loads those charges automatically.

For these charges, Quote Studio shows:

• The PENDING badge on the charge row.

• The Estimated Start Date populated from Billing.

• The Estimated End Date as a read-only field that Billing calculates automatically.

On an amendment quote, you can:

• Change price, quantity, and other fields.

• Change the Estimated Start Date if the new date is within the subscription term.

• Activate the charge by setting a Trigger Date.

• Remove the charge by using the standard remove flow.

If you update a pending charge on an amendment quote without setting a trigger date, Zuora CPQ sends an UpdateProduct order action to Billing and includes the updated estimated Start Date and pricing changes.