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Process for finding Credit Memos applied to an Invoice from Zuora's Rest API

This is a request from customer Laserfiche.

 

Is there way to filter for Credit Memo Parts using REST API in order to find all of the Credit Memos applied to a specific invoice. Currently API is suppoprted to filter based on Credit Memo ID

 

Current process...

 

FindAllCreditMemos: Given InvoiceNumber INV that belongs to Company C

 

- Query for all credit memos that belong to C

- For each Credit Memo:

      + Query for all Credit Memo Parts by Credit Memo’s ID

      + If any credit memo part applies to INV, add credit memo to list

 

This process is extremely slow (time scales with the total number of credit memos created for a specific company) and will only become slower over time. 

3 REPLIES 3
Valued Scholar

Re: Process for finding Credit Memos applied to an Invoice from Zuora's Rest API

Looks like there haven't been any ideas for this. This would really help with the performance of our integrations with Zuora.

Zuora Staff

Re: Process for finding Credit Memos applied to an Invoice from Zuora's Rest API

Doesn't using POST /v1/action/query with a query along the lines off:

{
  "queryString": "Select Id, AdjustmentDate, Amount, Number, SourceTransactionType, Status, Type From CreditBalanceAdjustment where SourceTransactionNumber='INV00001234'"
}

work?

 

If you haven't tried this, give it a shot and let us know.

Valued Scholar

Re: Process for finding Credit Memos applied to an Invoice from Zuora's Rest API

We are using the Advanced AR Settlement features, so CreditBalance doesn't apply for us. Unfortunately, the new objects created as part of Advanced AR Settlement (CreditMemo, DebitMemo, etc) aren't available for querying with ZOQL.