Subscriptions Ideas

doniahj

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.

Vaishanavy · ‎08-31-2018

It is good to have a formula custom field. A custom field can be created whose value will be the manipulation of other avaialable fields in UI. Currently Zuora allows three types(Text,Date,Picklist).

lcvt1234 · ‎08-30-2018

It would be great to see an option to exclude a rate plan charge from the MRR calculation. We currently have a fee that occurs everytime the client is invoiced, this should never be prorated and should be excluded from MRR. With these contrasinsts our only option is to create the product rate plan as a one time fee, then remove the product and re add it to the subscription everytime it should be charged.

BenG · ‎07-23-2018

After seaching subscriptions and invoices, I click on one of them and view the details, then often times I want to come back to the search results and view another item. but Zuora always reset the search result/filter and I have to type in the search criteria and do the search again, and then find the next item I want to look at........

BenG · ‎07-23-2018

I always cross refrence to check if the products match in a subscription and an invoice back n forth. It would be nice if I can just click the invoice numbers and view the details, and come back by clicking the Back button of the browser. Right now the invoice numbers are just plain text, I have to copy the invoice number on the Preview page of a subscription and open the invoices in new tabs.

Dize · ‎07-10-2018

allow fix amount as an Automatic Price Change option instead of just Percentage.

Amorgan · ‎06-20-2018

It would be nice to have the revenue schedule associated to a cancelled subscription automatically accelerate into the cancellation month instead of having to manual accelerate the revenue.

perswardh · ‎06-12-2018

Currently there are no support for changing trigger dates (Contract Effective Date, Service Activation Date, Customer Acceptance Date) using the orders functionality. It is possible using amendments but not orders. This is needed when unintentiallly setting the wrong trigger dates when creating subscriptions using orders. See https://knowledgecenter.zuora.com/BC_Subscription_Management/Orders/C_Known_Limitations_in_Orders "Trigger Dates: Once rate plan charge trigger dates are set, you cannot directly update or override the trigger dates."

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Subscriptions Ideas

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

Custom Formula Field

Recurring Fee excluded from MRR calculation

Don't reset my filter on the subscription and invoice pages

Add link to invoices on the Preview page of a Subscription

$0 invoice generated when attempting to bill for overage with negative price amount

Revenue schedules on cancelled subscriptions

Support for changing trigger dates using orders

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