Subscription Management Ideas

Subscription Management Ideas

New Idea
Zuora-Support Community Manager

Community Manager

Ability to to edit the included units for Rolling Window charge in an Amendment

Status: Unlikely
by Community Manager on ‎01-13-2016 11:27 AM - last edited on ‎01-28-2016 10:38 AM by Support Moderator

Feature Request: Ability to to edit the included units for Rolling Window charge in an Amendment

Status: currently being review by our Product Management

Reference Number: DE8310

Business Need: customer Z have customers who sign up for annual bundles. Because the bundles are annual they use the rolling window to keep track of their usage each month, so when they do go over their bundle amount they can charge them for overages. In some case when the customer goes 
over their bundle amount they purchase an additional add-on amount to the original bundle amount. So now they have a new usage amount to track for the remainder of the term. This is why they are requesting if we can have a feature to amend the subscription to update the rolling window amount.

Status: Unlikely
0 Kudos
Jeffrey Scholar

Scholar

Client is implementing CORS REST Create Account and requires a weekly subscription term length. initialTermPeriodType and similar fields are not available, but only available in the Create Subscription call which DOES NOT support CORS REST.

 

Please keep the two API calls in sync. Thanks

Zuora-Support Community Manager

Community Manager

Add custom fields to subscription's Mass Order Entry

Status: Under Consideration
by Community Manager ‎01-13-2016 11:27 AM - edited ‎01-20-2016 12:40 PM

Feature Request: Currently, subscription's Mass Order Entry does not support custom fields.  Zuora should allow users to include custom fields in subscription's Mass Order.

Reference Number: DE7918

Business Need: Users may want to import custom fields to when using subscription's Mass Order Entry feature.

0 Kudos
Zuora-Support Community Manager

Community Manager

Feature Request: Add the ability to have proration at the subscription level

Status: Currently being reviewed by our Product Management

Reference Number: PMT-1074

Business Need: Currently Zuora proration only applys on tenant level, but can not be turned on and off at the subscription level. Customer wants to apply proration on certain subscriptions but not others.

0 Kudos
Zuora-Support Community Manager

Community Manager

Feature Request: Expose CreatorAccountName & CreatorAccountNumber fields in the Subscription object in Data Source

Reference Number: DE9982

Business Need: Currently, only CreatorAccountId field is exposed in Subscrition object, however, it will be great if CreatorAccountName and CreatorAccountNumber fields can be exposed. In this way, customer only need to query one object to get all the info.

Zuora-Support Community Manager

Community Manager

We would like to know who made edits to the product catalog.  Some kind of logging - so we know who may have made a change that broke something...

0 Kudos
Zuora-Support Community Manager

Community Manager

Adding Term Start Date field into SFDC

Status: Implemented
by Community Manager ‎01-13-2016 11:27 AM - edited ‎01-20-2016 12:44 PM

Feature Request:  Right now in SFDC, under a quote, we have the following.
- Start Date = Zuora's Contract Effective Date and Term Start Date
- Service Activation Date = Zuora's Service Activation Date
- Customer Acceptance Date = Zuora's Customer Acceptance Date

Users cannot set Contract Effective Date and Term Start Date separately.  We should add another field in SFDC called Term Start Date and this field should set the date for the Term Start Date in Zuora.

Reference Number: DE7636/PMT-111

Business Need:

Customers have some cases in which they want to the contract to start on one day but actually charge the customer on a later day. The problem is that in SFDC they cannot set Contract Effective Date and Term Start Date different from each other. As a result, if the subscription have
- Contract Effect Date / Term Start Date on 01/01/2011
- An Initial Term is 12 months
- An annual product charge starting on Service Activation Date which is 02/01/2011

Zuora only charges for the product from 02/01/2011 to 12/31/2011 (11 months) because the subscription itself ends on 12/31/2011. Customers want to charge for the product from 02/01/2011 to 01/31/2011 (a whole year) instead.

Status: Implemented
0 Kudos
mikemartin Partner

Partner

When trying to solve issues with Product Catalog discrepancies, it's difficult at a glance to tell what the rate plan name is.

 

Zuora should add a resizer to that column in the UI in the multi-currency popup view to reduce time and maintenance in trying to get that information from Data Sources. Surely this is an easy change.

 

Thanks!

kmv129 Savvy Scholar

Savvy Scholar

Allow for Cancellation to be Removed

Status: Unlikely
by Savvy Scholar kmv129 on ‎01-09-2017 09:41 AM

in B2C businesses we often find that we need to cancel a subscription due to nonpayment ... An issue arises when a customer then makes a payment on the open invoice.  We are unable to remove a cancellation once it is made.  If we were able to remove the cancellation it would allow us to reinstate the subscription service without overly complicating the data with a newly created subscription.

Status: Unlikely

Hi, when the customer makes a payment, would you be able to remove the cancellation and then record the payment in Zuora?

Zuora-Support Community Manager

Community Manager

The subscriptions that are not renewed ( either manual or auto) on the renewal due date should be marked as 'expired' once the renewal due date is past.

Currently, it continues to be displayed as 'Active' which is misleading.

Status: Unlikely

We will be adding this capability, but it will not be coming within the next few quarters.

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

Cancelling Subscriptions in Bulk

Status: Under Consideration
by Community Manager ‎01-13-2016 11:27 AM - edited ‎01-20-2016 12:46 PM

Feature Request: Cancelling Subscriptions in Bulk

Reference Number: DE3681

Business Need:  

Cancelling Subscriptions in Bulk

Customer: Is there a way to cancel subscriptions in Bulk? Possible to *delete* a bulk quantity of accounts?

0 Kudos
Zuora-Support Community Manager

Community Manager

If you query for active currencies on a product rate plan that does not have any charges, the response is a 500 with message "You have provided an invalid product rate plan id in your "where" clause."  This message is misleading because the product rate plan IS valid.  Further the ProductRatePlan is not in an invalid state and merely has no active currencies.  As such, the response should be a success (200) with an empty value.

This is causing us issues because we use automatically generated code based on the wsdl with object specific modifications where necessary.  We query for ActiveCurrencies during the life cycle of a ProductRatePlan. One of those times is upon creation before charges have been added which means we will run into this error. We can figure out some way to translate this 500 and specific error message into an empty array to work around this response. I'd rather see your endpoint updated so it's easier to work with on our end.

0 Kudos
kmedeirosBH Newly Enrolled

Newly Enrolled

Would be useful in reporting to know which amendment created which version of the subscription.

0 Kudos
jmcallister Newly Enrolled

Newly Enrolled

support for http caching the product catalog

Status: Under Consideration
by Newly Enrolled jmcallister ‎04-22-2016 07:46 AM - edited ‎04-22-2016 07:49 AM
We would like to cache the rest api product catalog response. The response headers do not support http caching

GET /rest/v1/catalog/products?pageSize=10 HTTP/1.1

REQUEST HEADERS
Host: apisandbox-api.zuora.com
Accept: application/json
Content-Type: application/json; charset=utf-8
Cache-Control: no-cache

RESPONSE HEADERS
Cache-Control → max-age=0, no-cache, no-store
Connection → keep-alive, Transfer-Encoding
Content-Type → application/json;charset=utf-8
Date → Thu, 21 Apr 2016 18:01:53 GMT
Expires → Thu, 21 Apr 2016 18:01:53 GMT
Pragma → no-cache
Server → Zuora App
Transfer-Encoding → chunked

It would be helpful to return a document etag and support the If-None-Match header in subsequent requests, or support the If-Modified-Since header.  Wth either of these the API can return a 304 Not Modifed response if the catalog has not changed.
0 Kudos
Zuora-Support Community Manager

Community Manager

Match the information that is exported from RatePlanChargeTier data source UI, with what is exported via API.

Query via API shows startingunit, endingunit and priceformat for Overage pricing model tier, but via UI it does not show up in same column.

Zuora-Support Community Manager

Community Manager

A credit amendment type would either add credit balance (for monthly customers) or change the billing day of an annual subscription. Credit could be applied to a subscription in terms of a dollar amount or number of months.

Monthly Example: give a monthly customer 3 months of credit (3 months X price = credit). The next three invoices would be covered by the credit balance.

Annual Example: give an annual customer 3 months free, added to the end of their current term. Their next invoice would be generated three months later. The term start date and end date would be adjusted to align to their next invoice. 

0 Kudos
Zuora-Support Community Manager

Community Manager

Feature Request:  User would like to be able to cancel subscriptions with cancellation date in a closed accounting period

Reference Number: PMT-222

Business Need: In some cases, users need to cancel subscriptions within a closed accounting period.  For example, customer fails to make a payment(s), and as a business requirement, the subscription needs to be cancelled.  After the latest payment attempt, the accounting period has been closed, so user should be allowed to go back and cancel the subscription.

Status: Implemented

You should be able to do that by going into Finance Settings => Configure Accounting Rules and then select Yes for

 

Allow Subscription and Amendments to be created in a closed Accounting Period

Zuora-Support Community Manager

Community Manager

Currently there is a notification option called "Payment Method Updated | API/Manually/Payment Method Updater".

When enabled, this sends a notification when the existing Default Payment Method is changed, for example, when the address is modified.

 

I would like a notification option that sends a notification when the Default Payment Method is changed to a different option/payment method.

Zuora-Support Community Manager

Community Manager

REST API Delete Amendments

Status: Coming Soon
by Community Manager on ‎01-28-2016 11:07 PM

Support the deletion of amendments via REST API.

Status: Coming Soon