Enabling this setting allows you to select a Ship To Contact for both Single Subscription Quoting and Multi Subscription Quoting. This aligns Quote Studio with existing billing capabilities and allows you to define a shipping contact directly on the quote.

The Ship To Contact feature must be enabled in the connected Zuora tenant to use this functionality.

This setting is available from Quotes version 10.57.

You can add ShipToContact__c to the following Quote object field sets to display the Ship To Contact field in Quote Studio:

• zqu__CPQX_SelectBillingAccount_Quote_Info

• zqu__CPQX_Subscription_Billing

• zqu__CPQX_Subscription_Owner

Rules Engine for Quote Studio

Rules defined through the rules engine are not inherently supported in CPQ X for scenarios where multiple segments exist in a charge. Such scenarios include ramp deals and future dated actions.

By default, if the rules engine is enabled for Zuora Quotes, rules can work in Zuora Quotes but cannot be used in CPQ X. To allow the rules to be used on the Quote Studio page, you must enable the Rules Engine for Quote Studio setting.

Disable "Information Modal" Pop-Up when Rules Trigger

When this setting is enabled, the notification modal doesn't show up by itself. Instead, it needs to be opened manually by clicking the notification icon. On the other hand, if the setting is disabled, the rules engine validation notification modal appears automatically.

Enable Ramp Deal Creation in Quote Studio

Configure this setting to enable or disable ramps in quotes.

With this setting disabled, no ramp settings are displayed in Quote Studio, thus users cannot create new quotes with ramps. If users attempt to amend or renew quotes that contain existing ramps, they cannot complete in-flight quotes, but can see previous ramp actions with no intervals displayed.

Enable Flexible Billing in Quote Studio

With this setting enabled, you can specify billing attributes including bill-to-contacts and payment terms at the subscription level.

Note that the system will allow you to enable this setting only if the Flexible Billing feature is enabled in the connected Zuora tenant. Otherwise, you will receive an error stating “ Your Zuora Tenant is not enabled Flexible Billing. Please reach out to Zuora Support to avail “Flexible Billing” feature” .

Display Contact Address fields in Subscription Level Contact picklists

With this setting enabled, Subscription Bill To Contact field displays Bill To Contact Addresses as a picklist value. This setting must be used in conjunction with Enable Flexible Billing in Quote Studio setting.

Display Bill To Contact Address fields in the Invoice Owner Account picklist

With this setting enabled, Invoice Owner field will display Bill To Contact Address with Billing Account Name as picklist values.

Enable Subscription Owner Transfer

With this setting enabled, you can transfer ownership of subscriptions from one customer account to another.

Enable Nested Discount Rows

With this setting enabled, you can use Nested Discount rows in a subscription. See Enable Discount Rows in CPQ X for more information.

Rate Plan Per Page

With this setting enabled, you can customize the number of rate plans displayed on each page. By default, the value is set to 20 rate plans per page.

Note that in the given example, if you have 30 rate plans and the default rate plans per page is set to 10, the pagination will function as follows:

• On the first page, you will see the first 10 rate plans, numbered from 1 to 10.

• When you navigate to the second page, it will display the next set of rate plans, again numbered from 1 to 10, rather than starting from 11.

With this setting enabled, a Zuora Quotes managed package object, Charge Segment, is populated with segment-level metrics when a quote is saved. This object relates to the quote, among other existing Zuora Quotes objects. These segment-level metrics represent the metrics for a charge's lifetime, across terms, for a specific period represented per charge, per interval, and discounts applied. To use Charge Segment metrics, you must have Orders enabled. For more information, see Quote and Charge metrics.

The Charge Segment in the Quotes object model is available for Single Subscription Quoting from Quotes version 10.38 onwards and for Multi Subscription Quoting from Quotes version 10.47 onwards.

Starting with Quotes version 10.55, when Charge Segment Metrics is enabled, Zuora CPQ has access to Charge Segment period and delta metrics that drive the Ramp Interval rollup fields (Ramp Interval Subtotal, Ramp Interval Total, Ramp Interval Discount, Ramp Interval Delta Subtotal, and Ramp Interval Delta Total) on the Quote Ramp Interval object.

• In Amendment and Renewal Quotes, the Charge Subtotal column reflects Gross TCB values from Charge Segments.
• Discount amounts are not included in the displayed Charge Subtotal when this feature is active.

This setting is available for Single Subscription Quoting from Quotes version 10.44.1 onwards and for Multi Subscription Quoting from Quotes version 10.47 onwards.

Prior to Quotes version 10.55, this setting was named Use Charge Segment metrics to populate Charge Level metrics in Amendment and Renewal Quotes.

New Subscription Ramp Quotes

With this setting enabled, Quote Studio displays Charge Segment–based interval metrics for New Subscription ramp quotes in the product table's Charge Subtotal column.

Instead of using invoice item metrics to calculate the Charge Subtotal and interval-level metrics for ramp intervals, the UI uses period-aligned metrics from the Charge Segment object based on the interval start and end dates. This provides a more accurate distribution of ramp subtotals when:

• Charges are billed In Advance

• The billing period does not align cleanly with ramp interval boundaries (for example, an annual charge on quarterly ramp intervals).

This setting is available only when Enable Charge Segment Metrics is turned on. It applies to New Subscription ramp quotes only. This setting is available from Quotes version 10.55 onwards.

• If this setting is enabled, adding a new product or updating a rate plan charge in a ramped quote will default to the Interval Start Date.
• if this setting is disabled, adding a new product or updating a rate plan charge will default to the Quote Start Date.

If you amend a subscription with a ramp for a QSD that doesn't fall in, the effective date will default to the Interval Start Date.

Note that using Prohibit Backdate Actions and On Amendment Quotes, Default new Product Update Actions to Original Product Add Date together is not possible since the two settings conflict.

View Amendment Quotes as of Quote Start Date

With this setting enabled, on an amendment quote, CPQ X considers the quote to start from the Quote Start Date instead of the subscription term start date, thus will filter out actions before that date. This setting must be used in conjunction with the Hide Original One-Time Charges setting under Zuora Config > Quote Configuration Settings.

• When the View Amend Quote as of Quote Start Date setting is enabled and the Hide Original One-Time Charges setting is disabled, the original One-Time charges will be visible in the amendment and renewal quote types.

• When both the"View Amend Quote as of Quote Start Date setting and the Hide Original One-Time Charges setting are enabled, the One-Time charges will not be visible in the amendment and renewal quote types.

Prohibit Backdate Actions

With this setting enabled, the Contract Effective Date of update actions cannot be set to earlier than the Quote Start Date. Note that if Update Amendment Quotes as of Original/Subscription Term Start Date is also enabled, users can still update original products as of the original trigger date.

Schedule MSQ Status Job

Click this button to re-enable the AsyncStatusJob job. This button is visible only when MSQ is enabled and the AsyncStatusJob is not currently running. This ensures that it is accessible precisely when needed, streamlining the process of managing MSQ functionality.

With this setting enabled, the Amend Selected Subscriptions and Renew Selected Subscriptions buttons are disabled to prevent the amendment or renewal of Quotes when you select only one subscription.

This setting is available from Quotes version 10.41 onwards.

Enforce single MSQ Primary Quote per Opportunity

With this setting enabled, only one MSQ primary quote can exist per opportunity. Marking a new MSQ parent quote as primary will automatically uncheck others. You can no longer use the Primary field on child MSQ quotes. This setting also works in conjunction with the existing Single Subscription Quoting (SSQ) setting, Enforce Single Primary Quote, under Quote Configuration Settings. When both settings are enabled, only one primary quote — either an MSQ or an SSQ — can exist under the same Opportunity. Additionally, when a non-primary quote is sent to Zuora Billing, it will now be automatically marked as primary.

This setting is available from Quotes version 10.50 onwards.

The following table describes how both settings behave when an Opportunity includes SSQ and MSQ quotes:

Settings For Primary Quote Enforcement

Quotes under same Opportunity

Enforce Single Primary Quote in Quote Configuration Setting

Enforce single MSQ Primary Quote per Opportunity in Admin Config with MSQ enabled

SSQ Quotes

MSQ Parent Quotes

OFF

OFF

No restriction, any number of SSQ or MSQ quotes can be marked as primary

OFF

ON

No restriction

Single primary MSQ Parent Quote

ON

OFF

Single primary SSQ Quote

No restriction

ON

ON

Only one quote either SSQ or Parent MSQ can be marked as primary

Hide "greyed out" charges that have ended in prior version when creating Renewal Quotes

With this setting enabled, expired charges are hidden in renewal quotes if those charges met their end-date condition in a prior version.

This setting is available from Quotes version 10.53 onwards.

This setting does not apply when the Allow "Expose Charges Ended in Prior version" setting under Zuora Config > Quote Studio Settings > Feature Access Config is enabled for the configured users.