Quote (zqu__Quote__c)
The Quote (zqu__Quote__c) object stores cumulative metrics for subscription and non-subscription charges, derived from ChargeMetrics and Invoices data blocks, as returned by the preview response.
The Quote (zqu__Quote__c) object is designed to store the cumulative metrics amounts of the subscription as returned by the preview response. Quote metrics will store the amounts for subscription charges, non-subscription order line items and combined total amounts. This information is derived from the ChargeMetrics
and Invoices
data blocks. Below table describes the mapping between the Quote object with the ChargeMetrics
and Invoices
data blocks as returned in the preview response.
Metric Field |
Preview Result field mapping |
Description |
---|---|---|
MRR (Previewed_MRR__c) |
chargeMetrics -> charges -> cmrr -> regular |
SUM (cmmr.regular) of all the charge metrics data blocks. |
Unrounded MRR (UnroundedMRR__c) |
chargeMetrics -> charges -> cmrr -> regularWithoutRounding |
SUM (cmmr.regularWithoutRounding) of all the charge metrics data blocks. |
TCB (Previewed_TCB__c) |
chargeMetrics -> charges -> tcb -> regular |
SUM (tcb.regular) of all the charge metrics data blocks. |
Unrounded TCB (UnroundedTCB__c) |
chargeMetrics -> charges -> tcb -> regularWithoutRounding |
SUM (tcb.regularWithoutRounding) of all the charge metrics data blocks. |
Large Unrounded TCB (LargeUnroundedTCB__c) | ||
TCV (Previewed_TCV__c) |
chargeMetrics -> charges -> tcv -> regular |
SUM (tcv.regular) of all the charge metrics data blocks. |
Unrounded TCV (UnroundedTCV__c) |
chargeMetrics -> charges -> tcv -> regularWithoutRounding |
SUM (tcv.regularWithoutRounding) of all the charge metrics data blocks. |
Large Unrounded TCV (LargeUnroundedTCV__c) | ||
Delta MRR (Previewed_Delta_MRR__c) |
chargeMetrics -> charges -> cmrr -> regularDelta |
When Charge Segments is enabled, the value of this field is the same as the Gross Delta Ending MRR field for new and amendment quotes. For all other quote types or when charge segments are disabled, the value is the SUM (cmmr.regularDelta) of all the charge metrics data blocks. |
Unrounded Delta MRR (UnroundedDeltaMRR__c) |
chargeMetrics -> charges -> cmrr -> regularDeltaWithoutRounding |
SUM (cmmr.regularDeltaWithoutRounding) of all the charge metrics data blocks. |
Delta TCB (Previewed_Delta_TCB__c) |
chargeMetrics -> charges -> tcb -> regularDelta |
SUM (tcb.regularDelta) of all the charge metrics data blocks. |
Unrounded Delta TCB (UnroundedDeltaTCB__c) |
chargeMetrics -> charges -> tcb -> regularDeltaWithoutRounding |
SUM (tcb.regularDeltaWithoutRounding) of all the charge metrics data blocks. |
Large Unrounded Delta TCB (LargeUnroundedDeltaTCB__c) | ||
Delta TCV (Previewed_Delta_TCV__c) |
chargeMetrics -> charges -> tcv -> regularDelta |
SUM (tcv.regularDelta) of all the charge metrics data blocks. |
Unrounded Delta TCV (UnroundedDeltaTCV__c) |
chargeMetrics -> charges -> tcv -> regularDeltaWithoutRounding |
SUM (tcv.regularDeltaWithoutRounding) of all the charge metrics data blocks. |
Large Unrounded Delta TCV (LargeUnroundedDeltaTCV__c) | ||
Discount MRR (DiscountMRR__c) |
chargeMetrics -> charges -> cmrr -> discount |
SUM (cmmr.discount) of all the charge metrics data blocks. |
Unrounded Discount MRR (UnroundedDiscountMRR__c) |
chargeMetrics -> charges -> cmrr -> discountWithoutRounding |
SUM (cmmr.discountWithoutRounding) of all the charge metrics data blocks. |
Discount TCB (DiscountTCB__c) |
chargeMetrics -> charges -> tcb -> discount |
SUM (tcb.discount) of all the charge metrics data blocks. |
Unrounded Discount TCB (UnroundedDiscountTCB__c) |
chargeMetrics -> charges -> tcb -> discountWithoutRounding |
SUM (tcb.discountWithoutRounding) of all the charge metrics data blocks. |
Discount TCV (DiscountTCV__c) |
chargeMetrics -> charges -> tcv -> discount |
SUM (tcv.discount) of all the charge metrics data blocks. |
Unrounded Discount TCV (UnroundedDiscountTCV__c) |
chargeMetrics -> charges -> tcv -> discountWithoutRounding |
SUM (tcv.discountWithoutRounding) of all the charge metrics data blocks. |
Delta Discount MRR (DeltaDiscountMRR__c) |
chargeMetrics -> charges -> cmrr -> discountDelta |
SUM (cmmr.discountDelta) of all the charge metrics data blocks. |
Unrounded Delta Discount MRR (UnroundedDeltaDiscountMRR__c) |
chargeMetrics -> charges -> cmrr -> discountDeltaWithoutRounding |
SUM (cmmr.discountDeltaWithoutRounding) of all the charge metrics data blocks. |
Delta Discount TCB (DeltaDiscountTCB__c) |
chargeMetrics -> charges -> tcb -> discountDelta |
SUM (tcb.discountDelta) of all the charge metrics data blocks. |
Unrounded Delta Discount TCB (UnroundedDeltaDiscountTCB__c) |
chargeMetrics -> charges -> tcb -> discountDeltaWithoutRounding |
SUM (tcb.discountDeltaWithoutRounding) of all the charge metrics data blocks. |
Delta Discount TCV (DeltaDiscountTCV__c) |
chargeMetrics -> charges -> tcv -> discountDelta |
SUM (tcv.discountDelta) of all the charge metrics data blocks. |
Unrounded Delta Discount TCV (UnroundedDeltaDiscountTCV__c) |
chargeMetrics -> charges -> tcv -> discountDeltaWithoutRounding |
SUM (tcv.discountDeltaWithoutRounding) of all the charge metrics data blocks. |
TCB Tax (TCBTax__c) |
chargeMetrics -> charges -> tax -> regular |
SUM (tax.regular) of all the charge metrics data blocks. |
Delta TCB Tax (DeltaTCBTax__c) |
chargeMetrics -> charges -> tax -> regularDelta |
SUM (tax.regularDelta) of all the charge metrics data blocks. |
Discount TCB Tax (DiscountTCBTax__c) |
chargeMetrics -> charges -> tax -> discount |
SUM (tax.discount) of all the charge metrics data blocks. |
Delta Discount TCB Tax (DeltaDiscountTCBTax__c) |
chargeMetrics -> charges -> tax -> discountDelta |
SUM (tax.discountDelta) of all the charge metrics data blocks. |
Total (Previewed_Total__c) |
invoices -> amountWithoutTax |
SUM(invoices.amountWithoutTax) of all the invoices data blocks. |
Tax (Previewed_Tax__c) |
invoices -> taxAmount |
SUM(invoices.taxAmount) of all the invoices data blocks. |
Discount (Previewed_Discount__c) |
invoices -> invoiceItems -> amountWithoutTax |
SUM(invoiceItems.amountWithoutTax) of all the invoiceItems data blocks where “processingType” = “Discount”. |
Sub-Total (Previewed_SubTotal__c) |
Total - Tax - Discount |
Calculate (Total - Tax - Discount). |
Quote Line Item Subtotal (Qli_Subtotal__c) |
invoices -> invoiceItems -> amountWithoutTax |
SUM(invoiceItems.amountWithoutTax) of all the data blocks for the Order Line Items (which is identified with “orderLineItemNumber” is not null). |
Quote Line Item Tax (Qli_Tax__c) |
invoices -> invoiceItems -> taxAmount |
SUM(invoiceItems.taxAmount) of all the data blocks for the Order Line Items (which is identified with “orderLineItemNumber” is not null). |
Quote Line Item Total (Qli_Total__c) |
invoices -> invoiceItems -> (amountWithoutTax + taxAmount) |
SUM(invoiceItems.amountWithoutTax) + SUM(invoiceItems.taxAmount) of all the data blocks for the Order Line Items (which is identified with “orderLineItemNumber” is not null). |
Subscription Subtotal (Subscription_Subtotal__c) |
Quote Subtotal - OLI Subtotal |
Calculate (Quote Subtotal - OLI Subtotal). |
Subscription Tax (Subscription_Tax__c) |
Quote Tax - OLI Tax |
Calculate (Quote Tax - OLI Tax). |
Subscription Total (Subscription_Total__c) |
Quote Total - OLI Total |
Calculate (Quote Total - OLI Total). |
Inline Discount (Inline_Discount__c) |
NA (Doesn’t depend on Preview Response) |
Calculated on Quote Studio Screen |
Net Ending MRR (zqu__NetEndingMRR__c) |
chargeMetrics -> charges -> Periods -> netMrr |
SUM(Periods.netMrr) of the Periods metrics that match the subscription end date in the charge metric. This field is available from Quotes version 10.41 onwards. You must enable the Charge Segment to populate this field. For more information, see Charge Segment. |
Gross Ending MRR (zqu__GrossEndingMRR__c) |
chargeMetrics -> charges -> Periods -> grossMrr |
SUM(Periods.grossMrr) of the Periods metrics that match the subscription end date in the charge metric. This field is available from Quotes version 10.41 onwards. You must enable the Charge Segment to populate this field. For more information, see Charge Segment. |
Gross Delta Ending MRR (zqu__GrossDeltaEndingMRR__c) |
chargeMetrics -> charges -> Periods -> deltaGrossMrr |
SUM(period.deltaGrossMrr) of the Periods metrics that match the subscription end date in the charge metric. This field is available from Quotes version 10.44.1 onwards. You must enable the Charge Segment to populate this field. For more information, see Charge Segment. For example, create a ramp subscription with four intervals and the third interval has an MRR of 30. Now, create an Amendment Quote by shrinking the term from four intervals to three intervals and changing the quantity in the third interval, which has an MRR of 40. The Gross Delta Ending MRR (zqu__GrossDeltaEndingMRR__c) is the difference between the Version 2 interval 3 and the Version 1 interval 3, which is 40 - 30 = 10. |
Net Delta Ending MRR (zqu__NetDeltaEndingMRR__c) |
chargeMetrics -> charges -> Periods -> deltaNetMrr |
SUM(period.deltaNetMrr) of the Periods metrics that match the subscription end date in the charge metric. This field is available from Quotes version 10.44.1 onwards. You must enable the Charge Segment to populate this field. For more information, see Charge Segment. For example, create a ramp subscription with four intervals and the third interval has an MRR of 30. Now, create an Amendment Quote by shrinking the term from four intervals to three intervals and changing the quantity in the third interval, which has an MRR of 40. The Net Delta Ending MRR (zqu__NetDeltaEndingMRR__c) is the difference between the Version 2 interval 3 and the Version 1 interval 3, which is 40 - 30 = 10. |
Segment Subscription Subtotal (Segment_Subscription_Subtotal__c) |
chargeMetrics -> charges -> Periods -> grossTcb |
SUM(Periods.grossTcb) of all the Periods metrics. This field is available from Quotes version 10.44.1 onwards. You must enable the Charge Segment to populate this field. For more information, see Charge Segment. |
Segment Subscription Subtotal Delta (Segment_Subscription_Subtotal_Delta__c) |
chargeMetrics -> charges -> Periods -> deltaGrossTcb |
SUM(Periods.deltaGrossTcb) of all the Periods metrics. This field is available from Quotes version 10.44.1 onwards. You must enable the Charge Segment to populate this field. For more information, see Charge Segment. |
Segment Subscription Total (Segment_Subscription_Total__c) |
chargeMetrics -> charges -> Periods -> netTcb |
SUM(Periods.netTcb) of all the Periods metrics. This field is available from Quotes version 10.44.1 onwards. You must enable the Charge Segment to populate this field. For more information, see Charge Segment. |
Segment Subscription Total Delta (Segment_Subscription_Total_Delta__c) |
chargeMetrics -> charges -> Periods -> deltaNetTcb |
SUM(Periods.deltaNetTcb) of all the Periods metrics. This field is available from Quotes version 10.44.1 onwards. You must enable the Charge Segment to populate this field. For more information, see Charge Segment. |
Segment Subscription Discount (Segment_Subscription_Discount__c) |
(chargeMetrics -> charges -> Periods -> grossTcb) - (chargeMetrics -> charges -> Periods -> netTcb) |
Difference between Gross TCB values and Net TCB values for each charge segment for all charges This field is available from Quotes version 10.44.1 onwards. You must enable the Charge Segment to populate this field. For more information, see Charge Segment. |