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Edit a commitment using the Zuora UI

Learn how to edit commitments in the Zuora UI and understand which fields you can change based on the commitment state.

  1. Navigate to Customers > Commitments. The Commitments page opens.
  2. Click a commitment number in the Commitment Number column.
  3. Click Create Order.
    The Review order page is displayed.
  4. Click the edit icon in the Actions column of the commitments record.
  5. If you want to amend a commitment by updating the end date of an existing commitment schedule, follow the steps.

    You can modify any schedule that hasn't been evaluated. When you modify the schedule end date, ensure it's on or after the last drawdown activity date, and no overlapping between two schedules.

    When you modify the amount, the new amount cannot be less than the contribution amount for the commitment period.

    1. In the schedule that you want to change, update the Schedule End Date.
    2. Review the regenerated commitment periods. When you edit schedule dates, Zuora regenerates the underlying periods.
    3. If needed, append a new schedule at the end to continue the commitment after the revised end date.
  6. If overlapping commitments are enabled for your tenant, you can update child commitment relationships during an order amendment.

    See Overlapping commitment for more information.

  7. Click Activate.

    The commitment changes are applied when the order is activated. You cannot change the account or charge filter conditions after a commitment is activated. To refresh the associations using the existing filter conditions, open the commitment, click the Reapply Applicable Items button in the Current Contribution Items section, and confirm the action when prompted.

    Shortening a commitment schedule updates the schedule duration only. It does not change the eligible accounts or eligible charges configuration of the commitment.

    You can amend a commitment while it is part of a draft or scheduled order and before the order is activated or executed. Save the order to retain the changes, and reopen the order to review or update the commitment before order activation or execution.