Subscriptions Ideas

Yoshihisa

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."

awalia1 · ‎06-11-2018

Currently if Customer wants to Cancel a Subscription which is in Suspend mode, it can be done only after resuming it first. There should be flexibility to cancel even if it is not resumed first.

fredkao · ‎05-15-2018

Please make the description field on the rate plan charge editable. Thanks!

fredkao · ‎04-26-2018

It would be helpful if custom fields on removed rate plan charges could be updateable. The removed rate plan charges continue to show up in exports in subsequent subscription versions. This would be helpful for data remediation purposes. Currently, this error message is returned when attempting to update the custom fields on removed rate plan charge. INVALID_VALUE: Cannot update the RatePlanCharge if the amendment type is not NewProduct or UpdateProduct Thanks!

waterstorm · ‎04-18-2018

In the REST API, add a new "future" or "pending" charge-detail to "get subscriptions by account" with ratePlanCharges that are all in the future. Currently it's only possible to either get all, only the current or ratePlanCharges at a specific date. https://www.zuora.com/developer/api-reference/#operation/GET_SubscriptionsByAccount However it would be nice to be able to pull only the ones in the future. We needed this in several projects already and currently the only way is to pull all of them and then filter down using the date field. So instead of "charge-detail=current-segment" it would be nice to also be able to use "charge-detail=future-segment" or "pending-segment".

Mfischer · ‎03-22-2018

We have custom fields on our subscriptions that we would like to update at the point when we create the subscription in the mass order entry process. At the very least the ability to do a mass update of custom fields after the fact. I can see us wanting to do this also at the account level. I don't understand why we don't have the ability for either of these options.

CKHarwood · ‎03-22-2018

The URL for Account searches in Zuora exposes the search terms, like so: https://www.zuora.com/apps/CustomerAccount.do?menu=Z-Billing#/searchby/paymentNumber/searchByType/starts_with/searchInField/all/page/1/tab/1/searchkey/SEARCH_TERMS The URL for Subscription searches does not expose search terms: https://www.zuora.com/apps/Subscription.do?menu=Z-Billing One advantage of exposing the search terms is that users can create keywords for search engines in the browser. This allows us to initiate a search directly from the address bar. Zuora's current behavior requires us to load the subscription page and activate the search term field before we can start a search. Compare this to an account search, where with a few seconds of setup I can now type "za Account A" in my address bar to initiate a search for Account A. Alternative ideas: Place the cursor into the search field when loading the Subscriptions list page. Create a URL schema that accepts a Subscription Name and routes the user to the current version of that subscription. https://www.zuora.com/apps/Subscription.do?name=A-555555555 Generate permalinks for subscriptions that route the user to the current version.

dibya_jena · ‎03-12-2018

Currently new subscription page product drop down list support 15 products list in alphabetic series however search facility is available by typing the name of the product. Companies will have more than 15 products so the drop down list can be extended by putting scroll in drop down list to facilitate user to select product easily for better user experiences.

Proximedia · ‎02-23-2018

Hi support , When we create a Quote in salesforce (fill in the ‘Bill to’ and ‘Sold to’ with the same contact of salesforce) and send to Z-Billing , we get a Bill to Contact and a Sold to Contact with the same data . We can’t understand why Zuora generate the double contacts if the bill to contact and sold to contact are the same date? Why we need to generate contact 2 times from salesforce side (send to Z-billing)? But if we create an account in Zuora interface application we can well chose the sold to contact same as Bill to Contact and prevent creating doubles records of contact. Could we get the same functionality in sendToZBilling ? Kind regards, Juan JIAN Architecte – Experte Salesforce +33 (0)4 37 46 48 25 Publicis Regicom |14, rue Rhin et Danube | 69009 LYON www.publicisregicom.fr

nlittlefield · ‎02-01-2018

We currently build out through an integration process service subscriptions in Pending status. Often we find it would be very helpful to go back and change those subscriptions prior to actual activation (for example if new pricing is negociated or in a recent case where our integration wasn't properly setting some renewal flags). We would like the ability to amend or edit pending subscriptions without activing billing.

DanielCicak · ‎02-01-2018

Example calculation: 12 Month thresholds 1: 0-500: 3,5% 2. 501-1.000: 3,0% 3: 1.001-3.000: 2,5% 4: 3.001-5.000: 2,0% 5: 5.000- xxx: 1,5% Usage: Month 1: 400 = 400*3,5% = 14 Month 2: 100 = 100*3,5% = 3,5 Month 3: 600 = 500*3% + 100*2,5% =17,5 We would prefer a solution with tiered and volume pricing

johngabest · ‎01-29-2018

When selling One Time Charges, we cannot amend the quantity billed. This causes a lot of trouble in our company, e.g. when we need to downgrade the quantity of hardware sold. Why being so strict about it?

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Subscriptions Ideas

Option to have Fixed Amount Discounts Prorate on e...

Ability to add attachments to subscriptions

Ability to cancel a subscription with an Effective...

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

Cancel Subscription in Suspend Mode without Resuming it

Allow rate plan charge description to be editable

update custom fields on rate plan charges that have been removed

API: Add a new "future" or "pending" charge-detail to get subscriptions

Mass customer field data entry. Either at creation or after the fact.

Make it easier to search for or reach a subscription from the address bar

Scroll bar in product drop down list of new subscription page to show more than 15 products list

Prevent creating doubles records of contact from Z-Quote

Ability to Edit Pending Subscriptions

Monthly usage billing rate plan with annual thresholds

Updating quantity of One Time Charge