Happy Business Starts Here

Quotes shouldn't make duplicate contacts, in line with Zuora UI

When making a new subscription and account with a Quote in salesforce - if the bill to and sold to are the same it still creates 2 duplicate contacts on the account - as the bill to and sold to.

 

c/w Zuora UI where if you have the same person it only makes 1 contact and makes that the bill to and sold to.

 

Could quotes do the same thing please?

2 Comments
Valued Scholar

I agree, this is possible when importing records the first time, but when a quote is submitted to Zuora with the same contact, it duplicates the contact in Zuora, which is unnecesary.

The Zuora quote submission should reference the field 'soldToSameAsBillTo' and if the email is identical, then a single contact is created.

When working with Zuora support on this, they provided me an Enhancement Request COM-13670 to get this addressed in a Future release of Zuora Quote.  You may want to watch that issue to see when this gets delivered.

Support SME

Hi @billdavis Wanted to send you an update that we actually needed to separate it out in two different Jira to address this request in 1) Orders and 2) non-orders env as different API call is being used in these two scenarios.

 1) COM-13670  was used to address this issue in  Orders enabled env and it actually has been fixed in ZQuote release 9.12

2) COM-13749 has been created to address this request in Non-Orders env and it will be fixed in a Future release on ZQuote as underlying logic of the SOAP api needs to be changed rather than on the CPQ side.