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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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Charge Segment

Charge Segment behavior

Explore how Charge Segments are created and populated with metrics in various quoting scenarios, including ramp quotes, removed products, and inflight quotes.

Charge Segments are created in different ways based on the type of quote, actions performed in the quote, and type of charges removed from the quote. When you turn on the Enable Charge Segment Metrics settings in Zuora Config > Quote Studio Settings > Admin Config, the Charge Segment object is populated with segment-level metrics when a quote is saved or previewed.

Use the following links to learn more about how the Charge Segments are created based on different scenarios:
When you turn on Enable Charge Segment Metrics and Use Charge Segment metrics to populate Charge Level metrics in the Amendment and Renewal Quotes settings in Zuora Config > Quote Studio Settings > Admin Config, the charge-level metrics are populated in the Charge Subtotal column in Quote Studio UI. For Single Subscription Quotes, these metrics are pulled directly from the Zuora Order Preview response. Use the following link to learn more about how the preview response maps to the charge table shown in the Quote Studio UI for Amendment and Renewal quote:
Use the following links to learn more about how to generate Charge Segment records for Inflight Quotes:

Ramp Interval Rollups Derived from Charge Segment Metrics

When Enable Charge Segment Metrics is turned on and Charge Segment metrics are available for a quote, CPQ derives ramp interval–level rollups directly from Charge Segment period and delta metrics:

  • Ramp Interval Subtotal and Ramp Interval Total are calculated by aggregating gross and net total contract billing (TCB) from Charge Segment periods mapped to each ramp interval.

  • Ramp Interval Delta Subtotal and Ramp Interval Delta Total aggregate gross and net delta TCB per ramp interval.

  • Ramp Interval Discount is the aggregated difference between Ramp Interval Subtotal and Ramp Interval Total per ramp interval.

These Ramp Interval rollups are displayed in the Interval Metrics section of Quote Studio when the fields are added to the Quote Ramp Interval field sets (for example, CPQX_Interval_Metrics_Expand and CPQX_Interval_Metrics_Collapse). Since they are derived from Charge Segment data, the values update in real time when the Preview Response is successfully returned from Zuora and always reflect the current segment structure of the quote.

You can use Object Field Config to optionally hide/show any of these fields in the Quote Ramp Interval metrics panel based on New, Amendment, or Renewal Quote types. For more information, see Configure field based on quote type.

Note:

Ramp Interval rollup fields are Charge Segment–based and may differ from invoice-based interval fields in scenarios where billing and ramp interval boundaries do not align.

Last updated: March 5, 2026