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How to list ALL amendments for a subscription?

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Community Manager

Re: How to list ALL amendments for a subscription?

Scenario:

We'd like to see a list of all amendments created per subscription

 

Solution:

  • Open the Data Exports screen
  • Pick the Subscription data source from the top picklist
  • Select the following fields: ID, Name, Original ID, Previous Subscription ID, Version (of course, you can add more fields if you want)
  • Select Subscription Version Amendment as the additional data source
  • Select the following fields: Code, ID (and possibly Type if you're curious about if it was a NewProduct, RemoveProduct etc).
  • If you're only looking for a specific subscription and not an all-inclusive list, add e.g. Subscription.Name = A-S00000001 to the Filters

amends1.JPG

 

  • Download the resulting CSV and open in Excel
  • Select all fields with CTRL+A, and use the Data / Sort feature
  • Set up the following sorting criteria:

amends2.JPG

 

The result will be a list where you can see the different subscription IDs for each version of the subscription; the subscription name; the ORIGINAL (version1) ID of the subscription; the previous ID (version) of an amended subscription; the version number; and finally the amendment number that resulted in said version:

 

amends3.JPG



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Honor Student

Re: How to list ALL amendments for a subscription?

Problem

Customer would like to set up a subscription in a way so its charges are invoiced for the whole subscription term.  For example, a subscription has Initial Term = 6 months and Renewal Term = 12 months and customer would like to invoice it for the full term each time (ie., first invoice is for 6 months and second one is for 12 months).  Some options to do so are

  • To use annual charges.  This first term can be prorated and the renewal term can be billed in full.
  • To use semi-annual charges.  This first term can be billed in full and the renewal term can be billed in two different invoices of 6 months each.  Or user can manually adjust the invoice's Target Date so Zuora will bill for two billing periods in one invoice for the renewal term.

These options work but it requires user to plan in advance how the rate plan charges should be set up or manually manipulate the invoice's target date to generate the desired invoice.  In addition, it does not provide the flexibility if more changes are made to the subscription later. For example, at the end of the Renewal Term end - customer would like to renew their subscription for another 3 months only instead of 12 months.  More amendments will be needed in order to accommodate this change

Thanks

Maria.K