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Subscription owner fields

Use this reference to understand which fields are available in the Subscription Owner field set and when they are displayed.

Available fields in the Subscription Owner field set.

FieldAPI nameWhen visible
Subscription Owner Typezqu__Subscription_Owner_Type__cAlways, when the child quote does not yet have a Zuora Account ID.
Billing Account Namezqu__Billing_Account_Name__cWhen Subscription Owner Type = New.
Bill To Contactzqu__BillToContact__cWhen Subscription Owner Type = New.
Sold To Contactzqu__SoldToContact__cWhen Subscription Owner Type = New.
Ship To Contactzqu__ShipToContact__cWhen Subscription Owner Type = New and the Ship To Contact feature is enabled.
Bill Cycle Dayzqu__BillCycleDay__cWhen Subscription Owner Type = New.
Currencyzqu__Currency__cWhen Subscription Owner Type = New.
Payment Methodzqu__PaymentMethod__cWhen Subscription Owner Type = New.
Payment Termzqu__PaymentTerm__cWhen Subscription Owner Type = New.
Billing Batchzqu__BillingBatch__cWhen Subscription Owner Type = New.
Subscription Ownerzqu__Subscription_Owner_ZuoraId__cWhen Subscription Owner Type = Existing.
Invoice Ownerzqu__InvoiceOwner__cWhen Subscription Owner Type = Existing or Same as Invoice Owner.
Note: Fields shown for the New option are hidden when Subscription Owner Type is set to Existing or Same as Invoice Owner.

Subscription Owner Type options

Use the Subscription Owner Type field to control how each child subscription is associated with billing accounts in an MSQ. This field determines whether the child subscription uses the parent quote billing account, an existing Zuora billing account, or a new Zuora billing account as the Subscription Owner. Depending on the selected option, CPQ also determines which related fields are displayed and how the Invoice Owner is assigned for the child subscription.

Same as Invoice Owner

Use this option when the subscription should be owned and invoiced by the same billing account selected on the parent quote. This is the default behavior.

Existing

Use this option when the subscription should be owned by an existing Zuora billing account that is different from the order-level Invoice Owner. The Invoice Owner field can also be used to assign a different existing billing account as the Invoice Owner for that child subscription.

The Invoice Owner field displays existing Zuora billing accounts only. You cannot create a new Invoice Owner billing account inline at the child quote level.

New

Use this option when you want CPQ to create a new Zuora billing account as the Subscription Owner for the child subscription.

If Billing Account Name is left blank, CPQ uses the Salesforce account name associated with the parent quote.

Account behavior summary

This section summarizes how CPQ assigns the Subscription Owner account and Invoice Owner account for a child quote based on the selected Subscription Owner Type. It also helps explain whether CPQ uses the parent quote billing account, an existing billing account, or a newly created billing account when generating the resulting order behavior for the subscription.

Subscription Owner TypeSubscription Owner AccountInvoice Owner AccountOrder action generated
Same as Invoice OwnerSame as Parent Quote Billing AccountSame as Parent Quote Billing AccountcreateSubscription with no transfer.
Existing (Subscription Owner only)Selected existing Billing AccountSame as Parent Quote Billing AccountcreateSubscription with subscriptionOwnerAccountNumber.
Existing (with different Invoice Owner)Selected existing Billing AccountSelected existing Billing AccountcreateSubscription and ownerTransfer with destinationInvoiceAccountNumber.
NewNewly created Billing Account linked to the same Salesforce account as the order-level account.Same as Parent Quote Billing AccountcreateSubscription with new account creation.