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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.