Zuora CPQ Ideas

Zuora-Community · ‎01-13-2016

Use case: Customer X doesn't use accounts in Salesforce for their setup. They utilize contacts and everything about their service is tied to a contact and not to an account. DE7924 is logged for this enhancement request and forwarded to our Product Management for review. The work around to consider is to develop and code in Salesforce to query the Z-Billing objects and connect it to Contact.

Zuora-Community · ‎01-13-2016

Feature Request: Ability to group subtotal charges by charge type in Quote Template Status: under evaluation Reference Number: PMT-1333 Business Need: Currently we can use <TableSort> to organize how charges are displayed in quote template, but it would also be helpful if we could add the ability to display subtotal charges per charge type (One-Time,Recurring,Usage). Currently the total quote charge in the template sums up all charges.

Zuora-Community · ‎01-13-2016

Feature Request: add ProductRatePlanChargeId to Zuora__SubscriptionProductCharge__c table in SFDC Status: Under evaluation Reference Number: PMT-861 Business Need: SFDC users are not able to perform amendments in SFDC via API from external web portal without the ProductRatePlanChargeId. The amend() call is requiring this field as part of the amendment process. Users would need to fetch this value directly in Zuora by calling a query() against the "RatePlanCharge" object. This object contains the field ProductRatePlanChargeId.

Zuora-Community · ‎01-13-2016

Sync Overage Price and Included Units for the Subscription Product & Charge object for Zuora 360

Zuora-Community · ‎01-13-2016

Feature Request: sync the same fields Zuora syncs for Bill To contact. Status: under evaluation Reference Number: PMT-1301 Business Need: customer Z would like to send out renewal reminders to the Sold To contact since that person would be the person that would actually decide on if they can renew or not, versus the Bill to contact.

Zuora-Community · ‎01-13-2016

I would like to see the Invoice Delivery Preferences fields (email vs. print) sync'd to Salesforce on the billing account. This would allow us to report on this within Salesforce to understand which customers currently have email delivery enabled within Zuora. This would make the bill to email address more useful for us within Salesforce email automation.

Zuora-Community · ‎01-13-2016

Feature Request: Allow ability to create Cancellation Amendment from SFDC Status: under evaluation Reference Number: DE8407 Business Need: Some customers requested the ability to create Cancellation Amendment from SFDC to cancel Subscriptions that have already been sent to Z-Billing.

Zuora-Community · ‎01-13-2016

Feature Request: Add SFDC fields to Z-Quote template Status: Currently under evaluation Reference Number: DE8539 Business Need: Customers want to add SFDC fields that are not a part of a quote to the Z-Quote template. Without this Customers can't have desired information on quote.

Zuora-Community · ‎01-13-2016

Feature Request: to have validation rules implemented where Address, City, and Zip are also mandatory prior to submitting quotes from Salesforce to Z-Billing. This rule is currently implemented only on tenants that have Taxation feature enabled. Status: under evaluation Reference Number: PMT-1339 Business Need: customer is unable to set up account in their system without full address, and it's having a big impact on the business as it takes a great amount of time, daily, to look up the information.

Zuora-Community · ‎01-13-2016

Feature Request: Any ‰Û¡ÌÝÌáAmount‰Û¡ÌÝå» field in SFDC should be associated with Currency Data Type and not Number. Status: under evaluation Reference Number: PMT-1267 Business Need: Any ‰Û¡ÌÝÌáAmount‰Û¡ÌÝå» field in SFDC should be associated with ‰Û¡ÌÝÌá*Currency *Data Type‰Û¡ÌÝå» that allows users to enter a dollar or other currency amount and automatically formats the field as a currency amount. Badly needed for reporting purposes.

Zuora-Community · ‎01-13-2016

Conditionally update the list price of the charge based on another charge, i.e when a user enters a quantity in the recurring tiered charge, we want to push the calculated price to the list price of a related usage charge, as well as push the quantity to the included units.

Muthukumaran · ‎05-12-2020

As per the design Currently, we can able to do Update Zuora Account Details only for the below fields from SFDC quote to Zuora The customer has identified a problem on the phone numbers of the contact : Salesforce Contact Field Zuora Contact Field Update / Comparison supported ? Contact.Phone Contact.WorkPhone Yes Contact.MobilePhone Contact.MobilePhone No Contact.HomePhone Contact.HomePhone No The Contact fieldset related to this (zqu__Compare_Contact_Details) only contains the first type of phone. The below are not able to update while doing the Update Zuora Account Details from Quote. Contact.MobilePhone Contact.HomePhone Kindly consider this and add the above fields in the (zqu__Compare_Contact_Details) fieldset

Aditya · ‎03-23-2020

There is a popup box appears to enter the discount percentage for the Discount Rate Plan Charge. On click of the Save button on the popup box, the rule engine does not trigger. In Zuora Config 'Enable Real Time Rule Calculation=true' and 'Enable Force Recalculation=true' Attached a screenshot.

hartnady · ‎11-22-2019

The following Zuora fields are critical in any implementation using either Invoice Settlement feature or Sequence Sets in Billing: Account.SequenceSetId Account.CreditMemoTemplateId Account.DebitMemoTemplateId However these fields do not exist anywhere on the zqu__Quote__c object in Salesforce, nor are they available on any other objects where we can add these fields to Field Sets. And since custom salesforce fields cannot map to Standard Zuora fields, there is absolutely no workaround for this. So basically this means, that if you are using Zuora CPQ and have Zuora's Invoice Settlement feature activated, you cannot use Zuora Quotes in Salesforce because it's impossible for the Sales user to choose the correct Credit or Debit Memo Template. Similarly, if you are using sequence sets, it's impossible for users to define the correct Sequence Set on the Quote in Salesforce. This is not compliant with many international internal revenue authority regulations.

TylerRey · ‎08-27-2019

Customer has a use case where they lower the price on a subscription to "save" a customer. Let's say the lower the price of a subscription from $120 to $84 for a year's subscription in month 3. Zuora credits $90 (9 months at $10/ month) and charges $63 (9 months at $7/month). But if you do this operation in Zuora CPQ the details page showing the quote metrics will show one of 2 things depending on the "Invoice/Credit Memo generation" rule in Zuora. If the rule is set to generate credit memos for all negative charges, the Zuora CPQ total on the quote will say $63, the amount of the charges with no inclusion of the $90 credit. If the rule is set to generate credit memos for net negative invoice totals then Zuora CPQ shows a total of $0 again no inclusion of the credits. I would like the total to show -$27 ($63 - $90). This is what an order preview in Zuora shows and reflects what the customer will be credited as a result of this Quote/Order. Related to support ticket: 182071

stevenreedkelly · ‎07-09-2019

It would be awesome if using Discount Charge Items worked like regular charge items on a quote - and showed the net result of a discount charge on the line item. If the effective price and total for each charge line is populated, then the discount line should contain a net negative total for that charge line as well. Essenitally, we can't use Discount charges because they don't look right on a Quote (the line items show up, but the discount charge doesn't populate the same fields and because I'm stuck configuring merge fields on a Word '97 template, I have no idea how to quote to clearly display for our customers what they're paying and how we arrived at that total.

leemariemcmahon · ‎06-25-2019

When anniversary billing is used for late renewals, I would like to be able to use the update Z account button to update BCD, cheers Lee Marie

Takagi · ‎06-19-2019

Although data such as TCV may be updated when the Quote screen is displayed, I think that it is better to lock the target record at that time. I added a button to call the process to set RecordTypeId to "ReadOnly" on the screen, but depending on the timing, it will return to "Default". It seems that the process called by the trigger has been overwritten with the previous value. I think that it is better to make it impossible to change from the outside when processing is performed in the back end such as trigger.

leemariemcmahon · ‎05-22-2019

When I use the update Zuora account details button in CPQ on renewal quotes I would like it to add the new contact not replace old bill to/sold contact records I love the button but so uncomfortable with the loss of data that i am hesitate to use it for my renewals and may resort to manually adding contacts instead Is that possible ? Thanks for vetting the ask, best Lee Marie

leemariemcmahon · ‎05-22-2019

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Zuora CPQ Ideas

Ability to Sync Z-Billing objects to Contact instead of to an Account in Salesforce

Add ability to group subtotal charges by charge type in Quote Template

add ProductRatePlanChargeId to ZuoraSubscriptionProductChargec table in SFDC

Add Overage Price and Included Units to Subscription Product & Charge for Zuora 360

Additional fields for Sold To contacts sync

Add Invoice Delivery Preference fields to Z360 Sync to Salesforce

Allow ability to create Cancellation Amendment from SFDC

Add SFDC fields to Z-Quote template

Validation Rules for Billing Address

Any ‰Û¡ÌÝÌáAmount‰Û¡ÌÝå» field in SFDC should be associated with Currency Data Type and not Number

Ability to update ListPrice on the QuoteRatePlanCharge Object to allow discounting

Update Account Details functionality from SFDC to Zuora

Rule Engine not trigger on Discount Charge pop-up box Save action

Standard Zuora fields on objects not available on Quote object in Zuora CPQ for Salesforce

Quote Details - Sub Total and Total metrics not including Credit Memos

Show normal Quote Rate Plan Charge fields for Discount Charge Items

Update Zuora Account Details button

Exclusive control over the Quote object being processed

Update Zuora Account details button

Please add bill to/sold names from quote to invoice object field to map to exact invoice on 360 Sync

Add IncludedUnits field to Quote template

Add a picklist for Billing Period on the Quote Charge.

Ability to have 1 Salesforce.com Account linked to Multiple Zuora Tenants (for Z-Quotes and Sync)