Zuora CPQ Ideas

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New Idea
mikemartin Partner

Partner

Sync Credit Memos and Debit Memos via Zuora 360

Status: New Idea
by Partner a week ago - last edited a week ago

As a Salesforce user who is providing support to a customer, I want to be able to see the credit memos we've previously raised for a customer.

 

As a Salesforce user who is providing support to a customer, I want to be able to see the debit memos we've previously raised for a customer.

 

This is so I can better service a customer and have the information visible to me in Salesforce reflecting the customer's current financial relationship with our company.

 

These object could be added perhaps as part of Zuora's "Data Connect / Configurable Sync" developments?

Nigel Master

Master

The order of Rate Plan Charges  on a quote, withing a Rate Plan seems fairly random.  In our catalog setup there are some that require quantities and others that don't. Also to make a nice UX for Sales Reps we need to be able to specify which order these appear it so we can have this consistent across all our products. Currently sometimes the maintainence comes first, other times half way down the page. 

 

 

Being able to assign them a number and have the UI sort by that number would be a huge improvement to the usability. 

rahulranjan Tutor

Tutor

Retrieve List Price from subscription rate plan charge for Amendments and Renewals

Status: New Idea
by Tutor rahulranjan ‎04-18-2018 12:08 PM - edited ‎04-18-2018 12:49 PM

Currently when an Amendment or a Renewal quote is created, the CPQ package retrieves the List Price from Product Catalog (PRPC) , rather than from the subscription rate plan charge.

 

In the example below, the product rate plan has an annual list price of $ 5000 . This was overridden to be sold with a Quarterly price of $1250 and a discount of 12% to make effective price $ 1100

 

cpq2.JPG

 

Now at the time of renewal/amendment the List Price is being pulled from the product catalog at $5000 while the effective price is from the subscription rate plan charge. Thsi results in a displayed discount of 78% which is not correct.

 

This is causing a lot of confusion among the sales reps where it appears they heavily dissounted the old product and is not a correct reproesentation of subscription data.

 

The List Price should be retreived from Subscription and not the Product catalogue

 

Link to Support request.  https://support.zuora.com/hc/requests/136488

 

CPQ.JPG

bahazelwood Tutor

Tutor

Handing Quote Templates in HTML instead of via Microsoft Word would result in (at least) the following benefits:

  • HTML is more flexible and powerful than Microsoft Word's mail merge functionality;
  • Far more people are familiar with HTML than Microsoft Word mail merge - this would expand the pool of people who could add value to these templates

It seems odd that a leading SaaS application would rely on a technology as niche and old-fashioned as Microsoft Word mail merge.

 

Brick Senior Tutor

Senior Tutor

Currently if a Quote is in progress and references a Subscription Rate Plan Id, and if that Id is changed on the Zuora side, the Quote or the CPQ Apex Component will throw an error like one of the following: 

 

"Content cannot be displayed: common.apex.runtime.impl.ExecutionException: (convert2ZChargeGroup) Exception while converting to ChargeGroup.Smiley Frustratedystem.NullPointerException:Attempt to de-reference a null objectSmiley Sadzqu)"

 

or

 

"(convert2ZChargeGroup) Exception while converting to ChargeGroup.Smiley Frustratedystem.NullPointerException:Attempt to de-reference a null objectSmiley Sadzqu) Error is in expression '{!theOptions}' in component <zqu:cpqselectproduct> in component zqu:cpqselectproduct"

 

Since the simplest fix for this is to re-create the Quote so that it uses the latest Ids, an error message with details to that effect would be nice to have. 

Nigel Master

Master

When we make a renewal quote and add an additional product - that product is only added from the date that the renewal takes effect.  As customers often renew a couple months in advance, it would nice to add the additional product to start from now, and then be renewed for a futher 12 months with the rest. 

bryandawson Tutor

Tutor

Zuora Quote PDFs and Salesforce Files

Status: New Idea
by Tutor bryandawson on ‎03-06-2018 07:21 AM

Currently, when generating a Quote PDF, it saves the file in Salesforce as an Attachment and displays the file in the Notes & Attachments related list on the Opportunity.  However, Salesforce has now deprecated the use of Attachments in Lightning Experience.  They recommend using the newer object, Salesforce Files.

 

Can Zuora provide an option for Quote PDFs to be saved as Files on the Opportunity?

 

See link for more details from Salesforce:  https://help.salesforce.com/articleView?id=Attachments-are-not-returned-in-Lightning-Experience-sear...

AnnaRudenko Scholar

Scholar

Would be great to be able to push Email History from Zuora's Customer Account to Salesforce (maybe Billing Account).


This way our Customer Support and Sales Reps could see what kind of communication was done to the customer.

mattbaker Zuora Staff

Zuora Staff

Invoice Line Item

Status: New Idea
by Zuora Staff on ‎11-24-2016 06:49 AM

Invoice line item required as part of the Z-360 sync process

Owen Zuora Staff

Zuora Staff

Sync Today's MRR to SFDC

Status: New Idea
by Zuora Staff on ‎12-20-2016 06:10 AM

Customers have requested the ability to sync the "Today's MRR" field from the Zuora UI to SFDC via 360 sync. Is this a possible future enhancement?

Zuora-Support Community Manager

Community Manager

Customer is requesting to have Invoice Item Line and Payment information to be available in Salesforce. The customer added that they would like line items in Salesforce in order for them to measure how many sales they've had of particular products. Then, it would be helpful for the payment information, especially, status in SFDC so that they do not have to to log into Zuora to verify this information.This in turn, would allow the customer to to make use of the Salesforce's reporting tools. 

 

This is being evaluated by our Product Management and tracking number is DE5123 / COM-1297.

Zuora-Support Community Manager

Community Manager

Recently Salesforce.com designed a brand new user-interface called Lightning. Lightning is free of charge for all Enterprise customers, and represents a very big step in the right direction for Salesforce user experience. Unfortunately this change requires vendors to update their applications in order to take advantage of the new UI.

It would be great to make the quotes package to be compatible with these feature to be able to use the new UI.

Status: Implemented
tnakano_and_z Senior Tutor

Senior Tutor

Functionality to pull delta quantity of numbers in Zuora For Salesforce is needed.
 

For example, in case of increase in each quote like below,  it is needed to pile up +100, +20, and, +30
to make cumulative numbers 150 in total in salesforce Report/Dashboard, using a correct data field in Zuora for Salesforce.

 

                                 Delta Quantity          Total Quantity 
New Subscription     +100Lic                       100Lic 
Amendment              +20Lic                         120Lic 
Renewal                     +30LIc                        150Lic 
--------------------------------------- 
Cumulative                +150Lic

 

I am now referring the field called "Quantity" under the object "Quote Charge Summaries".
Which shows correct delta quantity of numbers only for "New Subscription" and for "Amendment" ( +100 and +20 above).
However, Renewal shows only cumulative numbers (150 above) and no fields to see delta quantity, which is +30 in this example.

Please consider to add functionality to shows delta quantity in "Renewal" like "New subscription" and "Amendment".

Nikesh Zuora Alumni

Zuora Alumni

 

In Zuora we have the ability to sync the Sales Rep field to SFDC. However we cannot update the sales rep field from SFDC to Zuora. Customers are requesting that they have the ability to sync from SFDC to Zuora as well for the Sales Rep Field.

 

Thanks,

Nikesh

 

 

grayjoa Zuora Staff

Zuora Staff

Core Zuora has a setting that can be enabled to allow up to 20 amendments in one call but even when that setting is enabled Zuora for Salesforce doesn't use it and the quote metrics cannot be correctly calculated. 

Jeffrey Zuora Staff

Zuora Staff

When sending a Contract to Zuora without a Zuora Billing Account, Zuora CPQ returns "Error Code: MISSING_REQUIRED_VALUE Message:Billing Contact is required". This error message is deceiving and should say that the Zuora Billing Account was not found due to an issue creating the Contract. The current error message makes it seem as the Billing Contact is missing.

 

Related Support Ticket #31811

MKent525 Valued Scholar

Valued Scholar

Zuora is soon releasing a new functionality to suspend/resume subscriptions. this will be a great help in supporting seasonal customers, but it would be much better if it were also supported through zuora quotes! This way the salespeople and operations can make those changes, and they can go through the standard quote approval process before impacting our billing.

Zuora-Support Community Manager

Community Manager

Is there anyway to avoid the Zuora error in Salesforce unit tests that states "Please upload Zuora WSDL at first" without having to use the @isTest(SeeAllData=true) attribute? Salesforce best practices are to not use SeeAllData=true. Using SeeAllData has the potential to create other issues when testing which I'm trying to avoid.

To generate the error I simply need to attempt to create a dummy Zuora object within the context of a test

Zuora.zObject zCharge = new Zuora.zObject('RatePlanCharge');


Is there anything else I can do to prevent this error? "Please upload Zuora WSDL at first"

How does one avoid this bug if it's not really a bug but what looks like bad design?

Jeffrey Zuora Staff

Zuora Staff

The Edit Features dropdown option is still displayed even when Features is not enabled in Zuora or in Salesforce. This should be removed when Features it not enabled.
 
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Status: Implemented
Zuora-Support Community Manager

Community Manager

Blank fields are not syncing with SFDC when a custom field is updated to null/blank in Zuora - this is a known issue that needs to be fixed for data integrity.