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Re: Cancellations in Salesforce quoting

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Cancellations in Salesforce quoting

1) Remove the 'billing day' system defaulted field from cancellation field set. Can't create a new field set without this field magically appearing.
2) Improve report metrics at charge level for cancellations. QCD does not provide enough detail.
3) Update Cancel page layout. Latest version is 6.3 while we are up to 8.x with the other layouts.
4) Create Cancel template from Zuora's Quote template engine. Not currently available.
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Savvy Scholar

5) Add a link to the Subscription that is being cancelled to the Cancellation page layout. The Subscription Name field is blank after adding to the field set.