Ramp deal examples for quote start date and term start date realignment
This article explains how ramp deal actions are realigned when you change the Quote Start Date or Term Start Date in Quote Studio, and how different ramp-specific realignment options affect actions aligned and not aligned to interval start dates.
Following are examples of how actions are realigned in ramp deals when you change the Term Start Date (TSD) in Quote Studio. It explains how Zuora CPQ handles actions aligned to ramp interval start dates and how it shifts actions that are not aligned to interval start dates based on the selected realignment option.
Use this article to understand the behavior of the following ramp-specific realignment options:
- Realign Initial and Future actions at Interval Start Dates to New Interval Start Dates, shifting non-aligned actions by the days between previous and new Interval Start Dates
- Realign Initial and Future actions aligned to Interval Start Dates to the New Interval Start Dates, shifting non-aligned actions by the days the TSD changed
These examples are particularly useful for annual ramp quotes that span leap years, where interval-specific date shifts can vary across intervals.
These examples are especially useful for annual ramp quotes that span leap years because the interval-specific delta can vary by interval when the Quote Start Date moves across February 28 or February 29.
Shift non-aligned actions by the interval-specific delta
When you select Realign Initial and Future actions at Interval Start Dates to New Interval Start Dates, Shifting non-aligned actions by days between previous and new Interval Start Dates and then change the Quote Start Date (QSD), Zuora CPQ moves actions aligned to ramp interval start dates to the new interval start dates. Future-dated actions that are not aligned to interval start dates are shifted by the difference between the previous and new start date of their respective interval.
Consider a 4-year annual ramp quote with these original interval start dates:
Interval 1: 1 Mar 2025
Interval 2: 1 Mar 2026
Interval 3: 1 Mar 2027
Interval 4: 1 Mar 2028
The quote contains these actions:
Initial Add Product on 1 Mar 2025, aligned to Interval 1 start
Update Product on 1 Mar 2026, aligned to Interval 2 start
Update Product on 15 Apr 2026, not aligned to an interval start date
Update Product on 1 Mar 2028, aligned to Interval 4 start
Update Product on 10 Apr 2028, not aligned to an interval start date
If the QSD changes from 1 Mar 2025 to 28 Feb 2025, the ramp is recalculated with these new interval start dates:
Interval 1: 28 Feb 2025
Interval 2: 28 Feb 2026
Interval 3: 28 Feb 2027
Interval 4: 28 Feb 2028
With this setting:
Actions aligned to interval start dates move to the new interval start dates.
Non-aligned actions shift by the delta for their own interval.
For example:
15 Apr 2026 becomes 14 Apr 2026 because the Interval 2 delta is -1 day.
10 Apr 2028 becomes 8 Apr 2028 because the Interval 4 delta is -2 days in a leap year.
This behavior keeps actions on interval boundaries aligned to the new interval start dates while preserving the relative timing of non-aligned actions within each interval.
Shift non-aligned actions by the TSD delta
When you select Realign Initial and Future actions aligned to Interval Start Dates to the New Interval Start Dates, Shifting non-aligned actions by the days the TSD changed and then change the Term Start Date (TSD), Zuora CPQ moves actions aligned to interval start dates to the new interval start dates and shifts non-aligned future actions by the same number of days as the TSD change.
Consider an annual ramp quote with these interval start dates:
Interval 1: 1 Jan 2025
Interval 2: 1 Jan 2026
Interval 3: 1 Jan 2027
The subscription contains these actions:
Initial Add Product on 1 Jan 2025
Update Product on 1 Jan 2026, aligned to Interval 2 start date
Update Product on 1 Mar 2026, not aligned to an interval start date
If the TSD changes from 1 Jan 2025 to 15 Jan 2025, the interval start dates shift by 14 days:
Interval 1: 15 Jan 2025
Interval 2: 15 Jan 2026
Interval 3: 15 Jan 2027
With this setting:
Actions aligned to interval start dates move to the new interval start dates.
Actions not aligned to interval start dates shift by the same 14-day TSD delta.
For example, the non-aligned Update Product action on 1 Mar 2026 becomes 15 Mar 2026.
This behavior ensures that actions on interval boundaries remain aligned to the new interval start dates while mid-interval actions preserve their relative timing.