Subscriptions Ideas

roantondtt

The 'GenerateInvoice' setting in the 'Subscribe' API is a boolean (Y or N) This doesn't allow control on what is done with the invoice, as it's directly posted There should be the option to generate the invoice in Draft, in order to be able to execute custom validations or set certain values before it's posted For example, add a new optional boolean setting 'Autopost' in the object 'Subscribe InvoiceProcessingOptions' The functionality would be: GenerateInvoice = Y and Autopost not present --> Post invoice. The ProcessPayment setting will be considered. GenerateInvoice = Y and Autopost = 'Y' --> Post invoice. The ProcessPayment setting will be considered. GenerateInvoice = Y and Autopost = 'N' --> Keep as draft. The ProcessPayment setting will be ignored.

stse · ‎01-17-2020

There are no information about what period the price list is valid in todays solution (ProductRatePlanChargeTier) making it hard to both report and invoice the correct price if the price list is not updated at the same day as it should be valid from (making it possible to use CreatedDate). Price list updates are hardly ever updated on the same date as it should be valid from. I'm also missing the direct link between RatePlanChargeTier and ProductRatePlanChargeTier to make it possible to report across multiple business units and/or customers using different currencies, as the RatePlanCharTier is in the customers currency, while the ProductPlanChargeTier has records for all currencies. NB! Adding ValidFromPeriod in ProductRatePlanChargeTier will solve my reporting across different currencies, but it would still be benefitial to have the foreign key link as well. These are my suggestions for enhancement. 1 Price list periodization Adding a 'Valid from date' to ProductRatePlanChargeTier, representing from when the price list becomes valid. This will make it so much easier to both report and invoice correct prices independent on when the price list is updated. 2 Foreign key towards ProductRatePlanChargeTier in RatePlanChargeTier Add 'productrateplanchargetierid' to RatePlanChargeTier to reference the correct record in product rate plan charge tier used for this charge, and enable cross business unit reporting in the same currency. However, adding 'valid from date' to the price list (ProductRatePlanChargeTier) will also sort the problem as I've got the term start from the subscription that the rate plan belongs to, and could use this to get the information from the price list.

sHruschka · ‎12-19-2019

In the Payment Term section you can set a default payment Term. If you create a new account via the API, the default Payment Term is preselected, but if you create account via API and do not explicitely send a payment term, the system takes another term as default, but not the default payment term (looks like it is taking the first value in the list. Referring to Incident 202446, I posting this idea here, event though I think it is kind of a bug.

sHruschka · ‎12-19-2019

In a shared Product Catalog I am missing the following options: 1. we would need the possiblity to see which product is shared with which Entity 2. It should be possible to share all products at one step without clicking through all the products 3. It should be posible to share the products with all Subentities in one step, not only with one subentity (and repeating this for every entity)

azhang · ‎10-23-2019

The one I found is spec['definitions']['GETSubscriptionRatePlanChargesType']['allOf'][0]['properties']['quantity'] is defined as string instead of integer. It show up in swagger definition for GETSubscriptionRatePlanChargesType. However, on the web, it clearly say that field is integer as "quantity" is 1 instead of "1"

azhang · ‎10-22-2019

Currently, if I have two subscription update request going through at the same time, I am not sure it will work correctly. The API I described is below: https://www.zuora.com/developer/api-reference/#operation/PUT_Subscription If I have a subscription that is 10 seats @10$/month for product A. Then there are two concurring request to change the subscription, requestX is "update quantity to 5 seats @ 10$/month" and requestY is "update quantit to 100 seats @ 10$/month". If zuora process requestX first and then requestY, it will end up with 100 seats, but if zuora process requesteY first and then requestX, it will end up with 5 seats". There is no way we can know which order it is done in some cases in a clean fashion. The proposal is we add an optional field in the put subscription request of the subscription version that we want to modify. In backend Zuora make sure a put subscription request is operated on specific version.

mtividad · ‎09-18-2019

Update the Charged Through Date field on the Subscription Product and Charges object that is synced with Salesforce. It would be very helpful for our CRM users to know until when a charge is effective. I'm not sure why it is not already synced with Salesforce via Sync 360. Some related Community articles: https://community.zuora.com/t5/Zuora-CPQ/Understand-how-subscription-product-charge-s-Charged-Through/m-p/17328#!/%23M998 https://community.zuora.com/t5/Zuora-CPQ/Why-the-NextChargeDate-on-Salesforce-is-wrong/m-p/29898/highlight/false#!%2F%23M2965

doniahj · ‎08-01-2019

Hello, in the case of a subscription containing (per unit ) products and after generating an invoice for this subscription : if we want to generate a credit memo afterwards, we would like to : - have the ability to change the quantity within the credit memo - the amendement ( on the subscription) is generated automatically through the update done in the credit memo ( the quantity of the product is updated ) Thanks

nicksinyakov · ‎07-17-2019

Hello guys, We have found that Subscriptions-Invoiced tab under Subscriptions & Amendments shows only 5 records and doesn't have Sort and View All buttons. It's not convinient and confusing when you have 5+ Subscriptions-Invoiced. P.S. I know that to view all these Subscriptions-Invoiced I have to click Subcriptions-Owned tab and tick " Include subscriptions belonging to all child accounts of this customer account". Maybe it's good idea to add Sort and View All buttons to the Subscriptions-Invoiced tab as well?

Yoshihisa · ‎03-29-2019

Currently, TCV is calculated as described in the article below. https://knowledgecenter.zuora.com/BC_Subscription_Management/Customer_Accounts/A_How_to_Manage_Customer_Accounts/E_Key_Metrics/B_Total_Contract_Value Because of the current design, it can happen that the TCV value is different from the value in Invoice. Therefore we got requests that following options are needed to calculate TCV so TCV value and the value in Invoice can be aligned. Option 1, The option "When prorating a month, assume 30 days in a month or use actual days?" is needed to we can select "Assume 30 days in a month" or "Use actual number of days". Option 2, In current design, TCV is calculated based on the charge's trigger day, while the invoice items are calculated based on the charge's billing day. We need an option to select whether TCV is calculated based on the charge's trigger day or based on the charge's billing day.

ASchwarz · ‎03-27-2019

As soon as you cancel a subscription or remove a product with a future contract effective date you are not able to update it as it is not shown anymore when creating a new order. To effectively update such a product you would need to delete the order and create a new one to get the changes effective. But you can only delete orders if no other order was created afterwards. So sometimes we need to redo a lot of orders to apply a change to one specific item. With amandements this was possible as you can see in this article: https://knowledgecenter.zuora.com/BC_Subscription_Management/Subscriptions/E_Changing_Subscriptions_Amendments/A_Create_Amendments/Update_a_Product_(Amendment)/Update_a_Product_on_Subscription_with_a_Future-dated_Remove This feature would be really helpful as subscriptions often change and we cannot always go with the described workaround and delete orders as usually with an order an invoice is created and then we even need to cancel invoices to proceed which is definetly not the correct way.

linus · ‎02-08-2019

Using orders in Zuora Currently Zuora only supports that a suspended subscription can be resumed within a current term. Example: Subscriber has a subscription 3 month termed that will be renewed to evergreen after that first term. The subscriber is allowed to suspend the subscription. This will result in no invoices being created during the suspension. As now in Zuora the subscription needs to be resumed withing that first term. As suggested without this rule the date for resume could be set 5 months from now. When resumed the term would continue as agreed upon. How it is today -Customer buys 3 month termed subscription 2019-01-01 (Will be renewed to evergreen) -Customer is only allowed to suspend subscription withing term 2019-02-01 - 2019-02-28 My suggestions -Customer buys 3 month termed subscription 2019-01-01 (Will be renewed to evergreen) -Customer is allowed to suspend subscription 2019-02-01 - 2019-07-01 (5 months in this case) with action to continue the term after resume true/false (up to company to set true or false). -Customers subscription is resumed 2019-07-01 and from that date the term will continue for another 2 months before it is renwed to evergreen.

EdPolo · ‎01-23-2019

Currenlty, it is not possbile to cancel subscrption and not issue proration credit. This feature might be useful when customer abuses terms of service. Use case would be: "Since you are abusing our program, we are cancelling your subscription but not giving you money back. Regards, Ed

christopherduke · ‎01-22-2019

When attempting to delete an Order that is not the most recent on an account the error message reads "You can only undo the last amendment." Pretty trivial to me that it says "amendment" instead of "Order" but may be more confusing for new users who are not familiar with the old subscription/amendment framework.

klee34 · ‎01-16-2019

With the Manage Subscriptions/Amendments and the Delete Subscriptions/Amendments unchecked, a user cannot create or delete a subscriptions, etc. However the user is not notified of this lack of access until the end of the process, when he or she attempts to Activate the changes. It would be more user friendly if this warning appeared earlier on in the Order entry process. Thanks!

doniahj · ‎01-16-2019

Hi, Currently, if a certain subscription is not already invoiced and if this same subscription contains one wrong amendment at the middle and all the following amendments are correct => we cannot delete the wrong one without removing the next ones. The goal here is to manage easily the amendments and be able to remove the middle one without affecting the good ones. Thank you !

doniahj · ‎01-16-2019

Hello, We would like to get quickly the rate plan charge name attached to the amendments, without the need to go on the amendments list and open the record, We would like to have this information on the amendment list as below: Or also if there is a chance to show this information at the level of the subscription and more specifically in this pop-up box: Thank you!

chadhorton · ‎01-08-2019

It would be nice to have Zuora accept promo codes for a subscription and Zuora perform all necessary calculations and apply said discounts accordingly. I understand that Promo Codes is a connect app, but one would think that such a feature would have deeper integration to where Zuora could do the work that it *should* be doing, instead of making the consumer of the API do all the work. It just doesn't make sense. That's like telling a customer if they have a coupon for a store that the customer has to calculate the final price and tell the cashier what the final price is.

Yoshihisa · ‎10-22-2018

When you use search(e.g. search on "Customer Account". see screen shot attached), the records hit are displayed but it is not displayed how many records are hit. So there is a request that it would be good if the number of records hit by search is displayed for usability.

mcabot · ‎10-02-2018

When building products, we sell in a single Unit of Measure using different package quantities. An example would be selling cans of soda; you can buy 1 soda can, a 6-pack of soda cans, a 12-pack of soda cans, etc, all with separate price points. Our unit of measure would be soda cans, but we'd want to track the unit/package quantity in a separate field for each of our charges. Today this requires a custom field that carries the package quantity with redundant information in the Unit of Measure text field, for example: Rate Plan Name - Charge Model - UOM - Custom Field Value Acme Soda Can - Per Unit - Cans (1) - 1 Acme Soda 6 Pack - Per Unit - Cans (6) - 6 Acme Soda 12 Pack - Per Unit - Cans (12) - 12 Instead of 3 units of measure ("Cans (1)", "Cans (6)", "Cans (12)") this could be 1 Unit of Measure ("Cans") with a numeric field that specifies the package quantity. The benefit is simplified Product Catalog management and fewer Units of Measure.

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Subscriptions Ideas

'GenerateInvoice' setting on 'Subscribe' API should be able to generate the invoice in 'Draft'

Product catalog - price list periodization

Account - Default Payment Term should be set via API

Product Catalog - Product Sharing Improvements

how to feed back to Zoura API team of API issue?

build API support to prevent race condition

Update the Charged Through Date found on the Subscription Product and Charges object

Amendment created automatically after the generation of a credit memo

Why Subscriptions-Invoiced shows only 5 records

Need more options to calculate TCV

Update a Product on Subscription with a Future-dated Remove with Orders enabled

Improve suspend and resume options for subscriptions

Cancellation without proration credit

Legacy Text in Orders Error Message

Orders Access

Delete a previous amendment without modifying the new ones

Without opening the amendment, see the rate plan charge that it applies to

Tell Zuora what Promo Code to use for a subscription and Zuora perform calculations

Display the number of records hit by search

In Product Unit of Measure, allow for different package quantities

Option to have Fixed Amount Discounts Prorate on early cancellation

Ability to add attachments to subscriptions

Ability to cancel a subscription with an Effective Date in a Closed Accounting Period