• If no discrepancy is found, the quote is sent to Zuora.
• If a discrepancy is found, a popup notification appears. You can either cancel the submission and address the discrepancy at a later time or acknowledge the discrepancy and proceed to send the quote to Zuora

The comparison excludes State or County. The comparison also ignores payment term and payment method on all quote types except New Subscription.

Additionally, setting this option enables the following features for your functional users of Zuora Quotes.

• Ability to edit account and contact information on the Update Zuora Account Details page. Click the Update Zuora Account Details button on the Quote Detail page to access the Update Zuora Account Details page. If this setting is disabled, the Update Zuora Account Details page will display an error message and won't allow updating any fields.
  Note:

  The Edit Salesforce Contact button on the Update Zuora Account Details page works as expected only in Salesforce Classic. Hence, it is recommended to switch to Salesforce Classic to edit Salesforce contacts.

• Ability to edit the following fields when creating a quote for an existing billing account. If this setting is disabled, these fields are populated with the values from Zuora and will be read-only fields in Zuora Quotes.
  • Bill To Contact
  • Sold To Contact
  • Payment Term
  • Payment Method
  • Billing Batch
  • Bill Cycle Day

When creating a quote for a new billing account, the preceding fields will be editable even if the Allow Zuora Account info to be Updated setting is disabled.

You cannot update Currency for existing billing accounts regardless of the setting.