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Charge Segment behavior

Explore how Charge Segments are created and populated with metrics in various quoting scenarios, including ramp quotes, removed products, and inflight quotes.

Charge Segments are created in different ways based on the type of quote, actions performed in the quote, and type of charges removed from the quote. When you turn on the Enable Charge Segment Metrics settings in Zuora Config > Quote Studio Settings > Admin Config, the Charge Segment object is populated with segment-level metrics when a quote is saved or previewed.

Use the following links to learn more about how the Charge Segments are created based on different scenarios:
  • New ramp quote and non-ramp quote with recurring and discount charges - data model

  • Removed products - data model

When you turn on Enable Charge Segment Metrics and Use Charge Segment metrics to populate Charge Level metrics in the Amendment and Renewal Quotes settings in Zuora Config > Quote Studio Settings > Admin Config, the charge-level metrics are populated in the Charge Subtotal column in Quote Studio UI. For Single Subscription Quotes, these metrics are pulled directly from the Zuora Order Preview response. Use the following link to learn more about how the preview response maps to the charge table shown in the Quote Studio UI for Amendment and Renewal quote:
  • Charge Segment metrics in Quote Studio UI

Use the following links to learn more about how to generate Charge Segment records for Inflight Quotes:
  • Generate Charge Segment records for Inflight Quotes - Single Subscription Quoting

  • Generate Charge Segment records for Inflight Quotes - Multi Subscription Quoting