Learn how to configure contract modification rules in Zuora Revenue, including navigating to the Contract Modification page, adjusting timeline settings, and selecting allocation treatments.

1. Navigate to Policies > Contract Modification . The Contract Modification page opens.
2. In the Contract Modification Timeline section, switch the Skip Contract Modification Rules toggle to either of the following options:
3. If you select Yes in the previous step, select Prospective or Retrospective for the Default Allocation Treatment field. If you select No , proceed to the next step.
4. In the Initial Contract Timeline section, specify the fields as documented in Initial Contract Timeline Fields .
5. In the Revision Timeline section, specify the fields as documented in Revision Timeline Fields .
6. In the Contract Modification Rules section, select the appropriate allocation treatment from the drop-down list in the Modification Treatment column for each rule.
   

   Note:

   Note: If you select New Revenue Contract for the new POB rules, you also need to further specify the treatment for the newly created RC. Valid options are:

   • Create and Keep Open
   • Create and Close RC

   If a window does not pop up for you to select, hover the mouse over the line and click the cogwheel icon.
7. Click the save icon to save your settings.