Subscription Management Ideas

Subscription Management Ideas

New Idea
Renaldo Zuora SME

Zuora SME

Update the REST API response for get Subcription to include the product SKU value.

 

Additional queries are required to retrieve the product SKU which increases the number of api calls and response time needed to get this information.

 

Product information currently exists in the Get Subscription REST call.  It would be beneficial to have the SKU included in the API response.

Status: Implemented
pnedyalkov Student

Student

The feature that we need is related to the product catalog so that we can implement rate plans with tiered charges having more than one Unit of Measure.

 

Any time a UOM usage is passed you go to the upper tier, no matter which UOM has been passed. This way you can define packages including allotments for all the UOM that client usage comprises of. 

 

A lot of our contracts say (MAU, Messages are the two UOMs below):

 

For any two (2) calendar months in succession in which MAU usage count and/or in which the Messages monthly usage count exceeds the then current 'Base Usage' allotment, the remainder of the yearly contract will be paid out in a pro-rated form based on the following pricing tiers:

 

- Up to AAA,AAA MAUs & BBB,BBB Messages per month = $XXX,XXX annually

- Up to BBB,BBB MAUs & BBB,BBB Messages per month = $YYY,YYY annually

 

Anytime a tier is exceeded for two (2) calendar months in succession, this sets a new 'Base Usage' allotment for the remainder of the billing term.

 

For every amendment to a new pricing tier, Subscriber will pay the difference between the old 'Base Usage' annual fee and the new 'Base Usage' annual fee in a prorated form following the original billing schedule of this Service Order (either monthly, quarterly, semi-annual, or annual).

 

So having a feature like this will allow us to automatically implement the desired behavior.

 

Without this, we have to constantly monitor usage and manually implement amendments to the upper tier based on one UOM in one month and another UOM in the following month.

0 Kudos
atharvai Student

Student

Currently to delete an Account, one must use the API to delete subscriptions, invoices, payments, amendments individually. This is a lot of calls and lot of steps to follow. THere should be a way to delete an account or subscription or any object together with all it's children. 

 

example: 

invoices:

manual steps:

1) change invoices to draft

2) if payments, delete payments, processed payments can't be deleted

3) cancel draft invoiecs

4 delete cancelled invoices

 

new way: call delete() from API and this will delete all payments, amendments and invoice itself.

 

Ideally this should work for any object type. Account, subscription, invoice, etc

 

fredkao Partner

Partner

Upgrade / Downgrade Amendment

Status: Under Consideration
by Partner on ‎08-04-2016 12:19 PM

 

Create a new amendment type of "Upgrade" or "Downgrade" that combines a Remove Product and New Product amendment.  This would be more convenient than trying to figure out if the two amendments (Remove + New) are related and what direction (Up or Down) the change is going.

 

Currently, we use delta MRR to see if it's an upgrade (positive MRR) or downgrade (negative MRR).  But there are some cases where the delta MRR is 0, but from a product standpoint, it may be an upgrade or downgrade.

 

Thanks for reading!

0 Kudos
Zuora-Support Community Manager

Community Manager

Feature Request: Allow ability to amend a subscription dated into a period where a bill run has already been executed but there was not an invoice

Reference Number: DE5534

Issue description: Customers cannot cancel a subscription or remove a charge from the subscription on the subscription start date once the subscription has been processed by a bill run with a target date later than the invoice through date of this subscription. For example, a subscription with an annual charge starts on 01/01/2011 and an invoice was generated for the period from 01/01/2011 - 12/31/2011. If a bill run was processed against this account with a target date later than 01/01/2012, even if there is no invoice generated, the subscription cannot be cancelled or no amendment cannot be created with Contract Effective Date as 01/01/2011.

Business Need: Some customers would like Zuora to support Balance Forward accounting so that they can cancel a subscription or amend a charge on the subscription start date even the subscription has been processed by a bill run with a target date later than the invoice through date, so that without modifying the invoice, there will be a negative invoice generated.

Workaround: Process an amendment that would "add" the same Product Rate Plan and set the price to the same NEGATIVE amount.

Status: Implemented
0 Kudos
Zuora-Support Community Manager

Community Manager

Issue: Zuora shold provide the ability to clone multiple rate plans at once, and the bility to clone one or more rate plans to another product

Defect number: DE8663

Workaround: Zuora only have clone function for 1 rate plan at one time.

Status: Unlikely

This is useful but unlikely to be coming over the next several quarters.

0 Kudos
Zuora-Support Community Manager

Community Manager

create() call should accept AmendOptions

Status: Under Consideration
by Community Manager ‎01-13-2016 11:27 AM - edited ‎01-20-2016 12:49 PM

Feature Request: 

- The create() call accepts AmendOptions

- GenerateInvoice and ProcessPayments are set to False by default

Reference Number: DE8211

Business Need: User needs to add two new products and remove two old ones from a subscription. Currently, user has to create four different amend() calls to do so. If one of the calls runs into any problem which causes it to fail, he/she has to manually delete all four calls and try again. A better option is to use a create() call.  However, the create() call does not allow AmendOptions, and GenerateInvoice and ProcessPayments are set to True by default. Customer has no way to set these two options to False.

0 Kudos
Zuora-Support Community Manager

Community Manager

It would be great to be able to set the subscription name in the REST subscribe() API call.

HubSpot would like to use this field as a mapping to their own database and they rely heavily on the REST APIs.

Status: Coming Soon
0 Kudos
Zuora-Support Community Manager

Community Manager

Issue: Ability to see which Product Rate Plans are expired without clicking Edit

Defect number: DE8666

Business Impact: There are too many rate plan name under one product, it is very discomfort to find expired ones by opening them one by one. It is time consuming.

0 Kudos
Zuora-Support Community Manager

Community Manager

Ability to see which products in a search result list view are expired

Status: Under Consideration
by Community Manager ‎01-13-2016 11:27 AM - edited ‎01-20-2016 12:37 PM

Issue: Ability to see which products in a search result list view are expired

Reference Number: DE8665

Business Need: When search result contains a lot of products, it is very difficult to view it in Expanded View. List View provide a simply UI, but this view didn't have status column. Without status, it is not so helpful for customer's review.

0 Kudos
Zuora-Support Community Manager

Community Manager

In this one-off scenario, one must treat the extension as a new subscription and follow the new subscription creation process. 

OLI rebuild: will be resolved for new business subscriptions but not extensions.

0 Kudos
Zuora-Support Community Manager

Community Manager

Feature Request: additional unique identifier that will help identify the Product Rate Plan that needs to be modified by the "Update a Product" amendment

Reference Number: PMT-941

Business Need:

The client is maintaining a Product Catalog that contains several products that is using the same "product name" and "product rate plan name" with varying product rate plan charge name. The client frequently has subscriptions with 50+ charges with the same product name. This is the model required for advertising.

The client's concern is that whenever they perform an amendment that would update a product on an existing subscription thru the web user interface, there's no clear distinction among the products and product rate plans when the subscription is using the same product name. The user would have to check each and every product/product rate plan to ensure they are selecting the correct product rate plan charge that needs to be modified.

0 Kudos
Zuora-Support Community Manager

Community Manager

Hello,

Here is my issue : I'm working on Zuora 360 on Salesforce. I want to make an upgrade on one of my Product : I have one Rate Plan "Pack 50" and I want to upgrade to "Pack 250".

I need to perform multiple Amendment on the Same Quote so :

1) I click on new quote from my opportunity,

2) I remove my product "Pack 50",

3) I add a new one "Pack 250",

4) If needed I change "Terms and Conditions".

Issue is the following : whatever I perform my action (I do my change, I save, I click on next...), the order of the Amendment sent in Zuora will be : 1) New Product 2) Remove Product.

 

My concern is the following : I need to have 1) Remove Product & 2) New Product. It is a technical concern (next, the subscription goes to a provisionning system). 

Basically, I need to do all my actions in the same Quote, because I cannot add to my agent to my the actions in many quotes. It is not logical.

If you need more information, do not hesitate to ask me. 

 

Zuora-Support Community Manager

Community Manager

Feature Request: Allow different Discount Charges be applied to Usage Volume Tier charges

Reference Number: DE8060

Business Need: Customer X is going to run a promotion and need to give discounts to their end customers. Their product charges are usage based and configured in volume tiered pricing model, and they would like to give different dicount percentage to customers whose usage fall into different tiers. For example, if their usage falls in Tier 1, they get 3% discount; for Tier 2, they get 5% discount, and so on. The goal is to encourage their end customers to use more to avail greater discount.

0 Kudos
Zuora-Support Community Manager

Community Manager

Feature Request: enhance the API to have the ability to override other fields of the ProductRatePlanChargeTier when calling a subscribe() or amend()

Reference Number: DE8076

Business Need:


There is a need to enhance the API to have the ability to override other fields of the ProductRatePlanChargeTier when calling a subscribe() or amend(). Currently, only the Price field is supported to be edited when processing a subscribe() and amend().

In summary:

* thru the web UI, a user can perform the following during a subscription and amendment process:

a. change the list price of the tier
b change the price format of the tier (per-unit vs. flat fee)
c. change starting and ending units
d. delete tiers
c. add tiers

* API users, on the other hand, are limited to perform this update only on this field:

a. change the price of the tier during a subscribe() and amend()


Due to the complexity of validating a price table's starting/ending units,and that units of measure and their precision are currently not available via the API, the z-api is limited on NOT allowing for a change in the starting and ending units of a price table.

0 Kudos
Zuora-Support Community Manager

Community Manager

In Romania we use EUR to quote the products but local currency (RON) to invoice.

The invoice is issued at daily exchange rate published by Romanian National Bank. There is a need to be able to update the prices in your product catalog based on an inserted exchange rate.

This situation is widely encountered in most Central or Eastern Europe countries.

 

0 Kudos
Zuora-Support Community Manager

Community Manager

Expose CMRR field (account level) in API

Status: Under Consideration
by Community Manager on ‎01-13-2016 11:27 AM - last edited on ‎01-28-2016 11:30 AM by Support Moderator

Feature Request: Expose CMRR field (account level) in API

Reference Number: PMT-1081

Business Need: Currently CMRR field is only exposed in UI via DataSources under account object and could also be viewed under account's key metrics.It would be useful if customer could also extract the value via API.

0 Kudos
Zuora-Support Community Manager

Community Manager

A new subscription callout includes additional information in the subscription detail section at the bottom e.g.

 

  • Charge Name: Paid Annual
  • Charge Type: Recurring
  • Effective Start Date: 07/27/2015
  • Unit Price: 449.00
  • QTY: 4.00
  • Total: 1796.00

This information would be very useful in the amendment quotes, particularly new product, remove product and update product amendments.

0 Kudos
Zuora-Support Community Manager

Community Manager

Increase RatePlan Name maximum characters to 100

Status: Under Consideration
by Community Manager on ‎01-13-2016 11:27 AM - last edited on ‎01-28-2016 11:29 AM by Support Moderator

Issue:

Customer used Zforce to create subscriptions with ProductRatePlan name that exceeds 50 characters and would get error: zObject:[arrayfields={},fields={Code=INVALID_VALUE, Message=The length of field value is too big.}, namespace=http://api.zuora.com/, zType=Error]

Status: under evaluation

Reference Number: DE9595

Zuora-Support Community Manager

Community Manager

Option to have Fixed Amount Discounts Prorate on early cancellation

Status: Under Consideration
by Community Manager ‎01-13-2016 11:27 AM - edited ‎01-20-2016 12:55 PM

Feature Request: Option to have Fixed Amount Discounts Prorate on early cancellation

Reference Number: DE5560 / PMT-650

Business Need: Currently if you have a Fixed Amount Discount on a subscription which is canceled early, items on the subscription other than the discount item prorate, but the discount does not. Some customers would like an option or setting that makes a fixed amount discount to behave like a flat fee item and prorate upon early cancellation just like a non-discount item.