Allow Multiple Rate Plan Selection

Enable this setting to allow users to select multiple rate plans in Lightning Guided Product Selector.

This setting only applies to standalone products.

Bundle products and their children products can have only one rate plan regardless of this setting.

Allow Send To Zuora of Amend/Renew Quote even if Base Subscription Version has changed

When you enable this setting, Amendment and Renewal Quotes can be sent to Zuora even if the base subscription against which the Quote was created has changed before sending the Quote. If not enabled and there is a mismatch, the Quote will not be sent to Zuora and will show an error.

Display Rules Engine Change Logs

Select this setting to display rules engine change logs on the Choose Product and Charges page.

Enable Features in Product Catalog

To view and manage product features during your quoting process, the Enable Features in Product Catalog setting must be turned on in Zuora Quotes.

This setting is read-only in Zuora Quotes and is controlled by the settings in Zuora. For more information about this setting, see Enable Features in Product Catalog.

Enable Force Recalculation

In the old versions of Product Selector, if the setting is enabled, all charges are recalculated based on the price rules before a quote is saved. The following events trigger automatic recalculation:

• Entering the Product Selector

• Saving the quote

In the old versions of Product Selector, if this setting is not selected, recalculation only happens when the user clicks Calculate in the Product Selector.

In the Lightning Guided Product Selector, if this setting is enabled, the user can click Calculate to see the changes made by the rules engine before saving the changes.

Recalculation happens when the user clicks Save or Submit .

Enable Guided Product Selector

Select this setting to be able to configure Guided Product Selectors and have them available during quoting process.

Enable Multi-Entity

To support multiple entities, this setting must be selected.

This setting is read-only in Zuora Quotes and is controlled by the settings in Zuora.

Enable Multi-Subscription Quoting

Select this setting to use the multi-subscription quoting flow and support sending multiple quotes as a single order. Requires that the Enable Orders setting is first selected.

Enable Orders

This setting must be selected to integrate Zuora Quotes with Zuora orders. The setting is read-only in Zuora Quotes and is controlled by the corresponding setting in Zuora.

For more information, see Enable Orders.

Enable Prepaid With Drawdown

Enable this setting to retrieve prepaid balance data for subscriptions from version 10.47 onward.

For more information, see Enable Prepaid With Drawdown.

Enable Real Time Rule Calculation

When this setting is enabled, price rules are automatically triggered whenever a field is updated on the Product Selector.

Enable Rules Engine

To create rules and apply the rules in your quoting process, select the Enable Rules Engine setting.

If Enable Rules Engine is enabled, rules are executed before save regardless of the other rules settings, Enable Force Calculation and Enable Real Time Rule Calculation.

Enable Single Version Subscription

Single version subscription is supported from Quotes version 10.34 onwards. This setting must be selected to enable single version subscription. It is read-only in Zuora Quotes and controlled by the corresponding setting in Zuora.

For more information, see Enable single version subscription.

Maximum Rate Plans Added to Quote

Maximum number of rate plans users can add to a quote at one time in the Classic Guided Product Selector. You can click the Select Product button again to add more rate plans.

If the value is not provided or is less than 0, the setting defaults to 30.

This setting does not apply to the Lightning Guided Product Selector.

Store Existing Products

Select to improve performance of Amendment and Renewal quotes in ramped pricing.

For more information, see Store Existing Products.

Update Amend Quote as of Quote Start Date

When this setting is enabled, amendment quotes will default all amend actions to Quote Start Date.

Note that this setting must be used in conjunction with Enable Orders and Store Existing Products settings.

View Amend Quote as of Quote Start Date

When this setting is enabled, amendment quotes will only display the last charge segment of a charge.

Note that this setting must be used in conjunction with Enable Orders and Store Existing Products settings.

Enable Error Logging

When enabled, this setting creates log records of Error and Info types.

• Error type - Records store error details whenever an exception is thrown from Quote Studio UI.

• Info type - Records the total time spent on the server side.

A log Cleanup Job has been created to clear the log records. It is scheduled for 2:00 AM daily, based on the Administrator’s time zone.

Whenever this setting is disabled, the cleanup job is deleted.

This setting is available from Quotes version 10.40 onwards.

Retention Days

This setting will display after you save and refresh the Enable Error Logging settings. It allows you to define the number of days to retain the log records. The default value is 7 days.

This setting is available from Quotes version 10.40 onwards.