Ability to create a Discount-Fixed Amount or Discount-Percentage type of ChargeModel for a ProductRatePlanCharge using APIStatus: Implemented
Feature Request: Ability to create a Discount-Fixed Amount or Discount-Percentage type of ChargeModel for a ProductRatePlanCharge using API
Reference Number: DE7316
Currently, when multiple ProductRatePlanCharges with a ChargeModel type Discount need to be created, the only way to do it is using the UI. When there is a large amount of this ProductRatePlanCharges this becomes tedious and time consuming, allowing the API to mirroe the UI functionality will greatly improve efficiency.
Feature Request: Currently, Zuora only allows users to preview a subscription via the subscribe() call when creating a new subscription. For an existing subscription, users cannot preview it via our API. Users have to log into Zuora UI to preview an existing subscription. We need an API function that allows users to preview existing subscriptions.
Reference Number: DE7874
Business Need: Users may not have access to Zuora UI and they need to preview existing subscriptions.
Feature Request: Ability to customise subscription names instead of the default [Account Number Prefix]-S0000XXX
Business Need: We would like to have some way to determine how the subscription name is auto generated as changing the Account Number Prefix changes the Subscription Naming convention also.
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.
Feature Request: Custom would like the ability to search for customer accounts based on:
- Address ‰Û¡ÌÝåÂ
- Phone #
Reference Number: DE8316
Business Need: Right now users cannot search for customers using their address or phone number.
Business use case: Tenant's business is Serviced and Virtual Offices and they quite often cater to international business people that travel. A customer will take a service with us in a city that they travel to and conduct business (especially in SE. Asia, China, Japan). This means that their home address is often not in the same country that in which purchase the service.
Z-Tax by design will use the BillTo information to apply tax rate.
Reference Number: DE9238
Status: currently being review by our Product Management
Proposed solution: ability to apply tax in Subscription level
Allow ability to amend a subscription dated into a period where a bill run has already been executed but there was not an invoiceStatus: Implemented
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.
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.
In our latest release [R175] we have introduced a new account search feature. This search provides the following:
Improved performance and new advanced options for customer account search
We've given you more power to quickly find the right customer accounts:
- Advanced search options: Narrow your search range by specifying customer account field and type of search (starts with, contains, or exact match)
- Improved performance: Search results are returned more quickly, especially when searching large number of accounts.
If the 'Custom Field' permission is enabled in your tenant settings, the advanced search option 'Custom Field(s)' will also be available. Selecting this option will perform a search across all of your custom fields at once.
See Finding Customer Accounts for more information.
We value customer feedback on all of our upgrades. Please provide us with your thoughts on this new account level search feature.
Feature Request: Ability to amend a subscription prior to the last invoicing period.
- Currently, Zuora only allows customers to amend a subscription to the last invoicing period, however there are use cases that require a change that would impact more invoices.
Reference Number: PMT-1282
- The client's largest customer pays 2 months in advance. For example on Jan. 1st, a Bill Run with a target date of Feb. 1 was executed to generate an invoice for Feb 1-28. Then on Feb. 1st, a Bill Run with a target date March 1 has generated an invoice covering the period of March 1-31. So if the customer needs to upgrade/downgrade on Feb 14th, Zuora does not allow it because you can only modify the last invoice period.
This example can also apply to customers that don't bill 2 months in advance.
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.
When delete an amendment, there is a message:
"Are you sure you want to delete this subscription?"
Customer think the correct message should be:
"Are you sure you want to delete this amendment?"
For example, if you query RatePlanChargeTier it joins the Subscription objects but the Subscription.AccountId is not available in the query. Which means we have to make even more queries and additional joins outside of Zuora.
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.
Feature Request: Ability to add the RatePlanChargeID to the Mass Order Entry Export
Reference Number: DE2676
Customers would like to have the abiltiy to report on all charges that have been booked but are not yet billing. Zuora has developed a solution to leverage the mass order entry export to provide this information, however, we do not have the ability to put the invoice date (from the invoice object) because the Mass Order Entry Export Does not provide the RatePlanCharge ID it provides the RatePlan Component ID which is a value not used by any of the APIs. We would suggest chaning this attribute to be the RatePlanChargeID of the charge.
Ability to Remove "Auto Price Uplift" After a Certain number of Renewals Occurs
We typically use this feature for initial renewals only which then requires us to use an update call to remove the "auto proce uplift:. Would like to avoid needing the update call altogether by being able to set the # of renewals that the price uplift should apply to
Feature Request: Go back to the subscription page rather than the Amendments list after deleting an amendment
Status: under evaluation
Reference Number: DE5399
Business Need: If you navigate into a subscription detail page, click one of the amendments, delete the amendment, you will return to amendment list page. Customers are requesting to return back to the subscription rather than the amendment list.
The current GetSubscription REST call returns the lastchange type of the rateplan. This doesn't allow for us to determine the active charges when we have future dated amendments and using this call to show customers current subscription. The REST API call should include the effective for all charges: past, current, or future charges.