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Zuora CPQ

Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableZuora AIRelease NotesBasicsEntitlementsSupport and policies
Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableZuora AIRelease NotesBasicsEntitlementsSupport and policies

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Manage products for non-ramped subscriptions

Move the date of an action

Learn how to adjust the date of an action on a quote in CPQ X to meet your business needs.

CPQ X allows for actions on a quote like adding a rate plan charge, and updating or removing a product. The dates on which these actions take place are aligned with the quote start date by default, but you can move the action to a later date based on your business requirements.

  1. In the product and rate plan selection area on the Quote Studio page, find the rate plan where the action is applied, then click the date of the action. The Set Start Date for the New Segment dialog opens.
  2. Set the contract effective date on which the action will take effect. Then the service activation date and customer acceptance date are automatically aligned with the contract effective date. You can also manually set the other two dates. See Dates required to activate a subscription.

    Starting with Quotes version 10.61, administrators can enable the Quote-level SAD/CAD propagation to QuoteAmendment records setting in Admin Config. When activated, updating the Service Activation Date or Customer Acceptance Date at the quote level also updates the corresponding date on amendment records, even if no other charge-level or amendment changes are made.

  3. Click Confirm . Then the date of the action is then updated to the updated contract effective date.
  4. Click Save or Submit at the top right of the Quote Studio page to save or submit the change.

Last updated: July 30, 2026