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Re: Where do I go in Z_Force Quotes to enforce who can use the "Submit to Zuora" (Send to Z-Billing) ... - Status changed to: More Feedback Needed

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Where do I go in Z_Force Quotes to enforce who can use the "Submit to Zuora" (Send to Z-Billing) ...

This involves us wanting to establish workflows, email alerts, and notifications as who can approve quotes (how is that done) and then who get's to submit to Z-Billing?

A Call may be best?

Thanks,
Tony

Dear Tony Stein,

Thank you for contacting Zuora Global Support. I will be assisting you on this request. I am still researching this, and will get back to you as soon as I have a proper answer. Thanks for your patience

Thanks,

- Fernando
fernando.duarte@zuora.com ‰Û¡ÌÝå¢ Customer Support Analyst ‰Û¡ÌÝå¢ 650.241.0671

Please join me at Zuora Customer Day --> http://zuoracustomerday-zvents.eventbrite.com/

Hi Tony,

Apologies on my delay response. I have confirmed that currently there are no Z-Force "settings" to manage this. With our Q3 release (end of Aug) you will be able to define which profiles have the capability to "submit to z-billing" etc. For now, you would need to write an Apex Trigger to code the approval logic.

If you need help, please provide more details for your use-case so I can help you engage our Professional Services to help. If you are able to wait until August, the customization (including custom code) will be easier and less costly.

Thanks,

- Fernando
fernando.duarte@zuora.com ‰Û¡ÌÝå¢ Customer Support Analyst ‰Û¡ÌÝå¢ 650.241.0671

Please join me at Zuora Customer Day --> http://zuoracustomerday-zvents.eventbrite.com/

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Community Manager
Status changed to: More Feedback Needed
 
Community Manager
Status changed to: Under Consideration