Commitments in Zuora CPQ

Use Commitments in Zuora CPQ to create, manage, and enforce minimum spend agreements across accounts, subscriptions, and charges, with access controlled through tenant, org, and profile-level configuration.

Note:

The Commitments feature in Zuora Billing and Zuora CPQ is in the Early Availability phase. We are actively soliciting feedback from a small set of early adopters before releasing it as generally available. If you want to join this early availability program, contact Zuora Support.

A Commitment is a commercial agreement in which a customer commits to a minimum spend over a defined period, such as monthly, quarterly, or yearly. In Zuora CPQ, you can create and manage Commitments that integrate with Zuora Billing.

A Commitment can apply to different levels in the billing hierarchy. For example, it can apply to a single account, a single subscription, a single charge within a subscription, multiple accounts, multiple subscriptions, or multiple charges across subscriptions.

Note: A commitment can be configured to apply at any level based on business requirements and may include one or more entities within its scope.

Quote Studio supports creating Commitments in New, Amend, and Renew quotes.

Access control

Commitments in Zuora CPQ are controlled through tenant-level, org-level, and profile-level configuration. Zuora Support must enable the required backend setting in the Zuora tenant and Quote Studio, and administrators must grant users access through Feature Access Config.

After access is enabled, the Commitments section appears in Quote Studio for users whose profiles have been granted access. This section can display Commitments created in Zuora CPQ and existing Commitments from the Zuora tenant. The list is based on the quote's selected invoice owner account.

Prerequisites

Ensure the following before using Commitments:

Zuora Quotes managed package version 10.56 or later is installed.
Zuora Support has enabled and configured Commitments for your Zuora tenant.
You must also have the required profile-based permissions for Commitment configured by an administrator in Zuora Config > Quote Studio Settings > Feature Access Config.
The cloned Zuora Quotes End User permission set includes the required fields and objects for Commitments.

Other considerations

You can create a Commitment only for the billing account selected as the quote's invoice owner.
If you want to create a Commitment for a different account, start the quote by using that account as the invoice owner.
In Zuora CPQ, Commitment applicability is limited to predefined options for Applicable Accounts and Applicable Charges. This model is intentionally simpler and more restrictive than the flexible configuration supported in Zuora Billing.

Zuora End User permission set

Commitments object

Object Permissions


Permission Name	Enabled
Read	Yes
Create	Yes
Edit	Yes
Delete	Yes
View All Records	Yes
Modify All Records
View All Fields

Field Permissions


Field Name	Field API Name	Read Access	Edit Access
Applicable Accounts	zqu__ApplicableAccounts__c	Yes	Yes
Applicable Charges	zqu__ApplicableCharges__c	Yes	Yes
Commitment Currency	zqu__Currency__c	Yes	Yes
Commitment Name	Name	Yes	Yes
Commitment Number	zqu__ CommitmentNumber __c	Yes	Yes
Commitment Owner Account	zqu__CommitmentOwnerAccountId__c	Yes	Yes
Commitment Owner Account Number	zqu__CommitmentOwnerAccountNumber__c	Yes	Yes
Commitment Priority	zqu__Priority__c	Yes	Yes
Commitment Type	zqu__Type__c	Yes	Yes
Created By	CreatedById	Yes
Description	zqu__Description__c	Yes	Yes
Error Message	zqu__ErrorMessage__c	Yes	Yes
Last Modified By	LastModifiedById	Yes
Order Number	zqu__OrderNumber__c	Yes	Yes
Owner	OwnerId	Yes	Yes
Period Alignment Option	zqu__PeriodAlignmentOption__c	Yes	Yes
Quote	zqu__Quote__c	Yes	Yes
Selected Accounts	zqu__SelectedAccounts__c	Yes	Yes
Selected Charges	zqu__SelectedCharges__c	Yes	Yes
Specific Period Alignment Date	zqu__SpecificPeriodAlignmentDate__c	Yes	Yes
Status	zqu__Status__c	Yes	Yes
ZuoraId	zqu__ZuoraId__c	Yes	Yes

Commitment Schedules