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Zuora CPQ

Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableRelease NotesBasicsEntitlementsSupport and policies
Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableRelease NotesBasicsEntitlementsSupport and policies

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Upgrade Zuora Quotes

Update field sets

You can review and update Zuora Quotes fieldsets as necessary.

The table below summarizes the changes needed in Zuora Quotes fieldsets. Review the fieldsets in your org and make changes as necessary. If you have customized these fieldsets in previous releases, for example, modified the fieldset names, added/removed fields, follow the steps below to update your customized fieldsets.

Note: If you are upgrading from a version higher than what is specified in the Changed in Version column, you do not need to update the particular fieldset.

Object

Fieldset

Changed in Version

Field Change

Quote

zqu__Amend_Quote_Subscription_Terms

6.0

Remove:

  • Special Terms and Notes (zqu__Terms__c)

Added:

  • Generate Invoice (zqu__GenerateInvoice__c)

  • Invoice Processing Options (zqu__ InvoiceProcessingOptions__c)

Quote

zqu__Renewal_Quote_Subscription_Terms

6.0

Remove:

  • Special Terms and Notes (zqu__Terms__c)

Added:

  • Generate Invoice (zqu__GenerateInvoice__c)

  • Invoice Processing Options (zqu__ InvoiceProcessingOptions__c)

Quote

zqu__Detail_Quote_Information

6.0

Added:

  • Valid Until (zqu__ValidUntil__c)

Quote

zqu__Amend_Edit_Subscription_Terms

zqu__Amend_Quote_Subscription_Terms

zqu__Detail_Subscription_Terms

6.1

Fieldset renamed to:

  • Subscription Terms and Conditions

Added:

  • Start Date (zqu__StartDate__c)

  • Subscription Version (zqu__SubscriptionVersion__c)

  • Subscription Term Type (zqu__Subscription_Term_Type __c)

  • Initial Term (zqu__IntialTerm__c)

  • Renewal Term (zqu__RenewalTerm__c)

  • Subscription Term Start Date (zqu__ SubscriptionTermStartDate__c)

  • Subscription Term End Date (zqu__ SubscriptionTermEndDate__c)

  • Auto Renew (zqu__AutoRenew__c)

  • Generate Invoice (zqu__GenerateInvoice__c)

  • Invoice Processing Option (zqu__ InvoiceProcessingOpton__c)

  • Process Payment (zqu__ProcessPayment__c)

Quote

zqu__Renewal_Quote_Subscription_Terms

6.1

Fieldset renamed to:

  • Subscription Terms and Conditions

Added:

  • Start Date (zqu__StartDate__c)

  • Subscription Version (zqu__SubscriptionVersion__c)

  • Subscription Term Type (zqu__Subscription_Term_Type __c)

  • Renewal Term (zqu__RenewalTerm__c)

  • Subscription Term Start Date (zqu__ SubscriptionTermStartDate__c)

  • Subscription Term End Date (zqu__ SubscriptionTermEndDate__c)

  • Auto Renew (zqu__AutoRenew__c)

  • Generate Invoice (zqu__GenerateInvoice__c)

  • Invoice Processing Option (zqu__ InvoiceProcessingOpton__c)

  • Process Payment (zqu__ProcessPayment__c)

Quote

zqu__Subscription_Terms

6.1

Fieldset renamed to:

  • Subscription Terms and Conditions

Added:

  • Start Date (zqu__StartDate__c)

  • Subscription Term Type (zqu__Subscription_Term_Type __c)

  • Initial Term (zqu__IntialTerm__c)

  • Renewal Term (zqu__RenewalTerm__c)

  • Auto Renew (zqu__AutoRenew__c)

  • Generate Invoice (zqu__GenerateInvoice__c)

  • Invoice Processing Option (zqu__ InvoiceProcessingOpton__c)

Quote

zqu__Amend_Quote_Detail_Metrics

8.7

If Order is enabled, added:

  • Delta Discount MRR (zqu__DeltaDiscountMRR__c)

  • Delta Discount TCB (zqu__DeltaDiscountTCB__c)

  • Delta Discount TCB Tax (zqu__DeltaDiscountTCBTax__c)

  • Delta Discount TCV (zqu__DeltaDiscountTCV__c)

  • Deta TCB Tax (zqu__DeltaTCBTax__c)

  • Discount MRR (zqu__DiscountMRR__c)

  • Discount TCB (zqu__DiscountTCB__c)

  • Discount TCB Tax (zqu__DiscountTCBTax__c)

  • Discount TCV (zqu__DiscountTCV__c)

  • Delta TCB (zqu__Previewed_Delta_TCB __c)

  • Delta TCV (zqu__Previewed_TCV__c)

  • Delta TCB Tax (zqu__TCBTax__c)

Quote

zqu__Quote_Detail_Metrics

8.7

If Order is enbled, added:

  • Delta Discount MRR (zqu__DeltaDiscountMRR__c)

  • Delta Discount TCB (zqu__DeltaDiscountTCB__c)

  • Delta Discount TCB Tax (zqu__DeltaDiscountTCBTax__c)

  • Delta Discount TCV (zqu__DeltaDiscountTCV__c)

  • Deta TCB Tax (zqu__DeltaTCBTax__c)

  • Discount MRR (zqu__DiscountMRR__c)

  • Discount TCB (zqu__DiscountTCB__c)

  • Discount TCB Tax (zqu__DiscountTCBTax__c)

  • Discount TCV (zqu__DiscountTCV__c)

  • Delta TCB (zqu__Previewed_Delta_TCB __c)

  • Delta TCV (zqu__Previewed_TCV__c)

  • Delta TCB Tax (zqu__TCBTax__c)

10.41

Added:

  • Gross Ending MRR (zqu__GrossEndingMRR__c)

  • Net Ending MRR (zqu__NetEndingMRR__c)

10.44.1

Added:

  • Gross Delta Ending MRR (zqu_GrossDeltaEndingMRR__c)

  • Net Delta Ending MRR (zqu_NetDeltaEndingMRR__c)

Quote Rate Plan Charge

zqu__DisplayChargeFields

7.1

Added:

  • Product Name (zqu__ProductName__c) This field must be the first in the fieldset.

  • Included Units (zqu__IncludedUnits__c)

Note: The Order metrics are only available if you have the Orders feature enabled. We are actively soliciting feedback from a small set of early adopters. If you wish to have access to the feature, submit a request at Zuora Global Support.
  1. Navigate to Setup > App Setup > Create > Objects and click the object.
  2. In the Field sets section, click Edit for the field set.
  3. Add or remove fields from the field set as specified in the above table.
  4. Click Save.

Last updated: October 10, 2025