Zuora CPQ Ideas

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 ... View more

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.    ... View more

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  ... View more

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. ... View more

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 ... View more

We have many existing S&U contracts that end near each other (but not on the same date). As we migrate these into Zuora they will create multiple subscriptions. Currently we will have to send customers separate quotes for each subscription even if they're only a day apart. It would be really useful if we can create a single quote covering multiple subscriptions (for the same account). This relates to this idea: https://community.zuora.com/t5/Subscriptions-Ideas/Ability-to-combine-merge-subscriptions/idi-p/6865 ... View more

Quote charge summaries are created for every quote in SFDC, regardless if the quote is primary or not and regardless if the setting is checked in Zuora to only allow one primary quote.  This generates redundant and irrelevant quote charge summaries and prevents useful reporting from this related list.  Only show quote charge summaries for the primary quote. ... View more

When a client uses Product2 for non-Zuora products, the zuora triggers create entries in Zproduct regardless...  (although, of course, this is unneeded since it's not a Zuora product)... This is consuming sfdc space...   When doing a cleanup of the catalogue, since these Products are not zuora products, the data created by our trigger in ZProduct, is not removed... as we result, we are creating unnecessary data that we are never removing...   Our client has several millions products in Product2 while only a tiny percentage are zuora ones... and as a result we consume a lot of sfdc space because of our somewhat inconsistent behaviour...   Proposal is to handle this better and only create data in Zproduct for Zuora products...     ... View more

Currently "invoice owner billto address" is not supported in Merge Fields for Quote Template. https://knowledgecenter.zuora.com/CA_Commerce/C_Zuora_Quotes/CB_Zuora_Quotes_Configuration_Settings/D_Quote_Template_Settings/Customize_Quote_Templates/K_Supported_Merge_Fields_for_Quote_Templates_and_Mapping_to_Salesforce   Only invoice owner name(Quote.InvoiceOwnerName) and invoice owner id(Quote.InvoiceOwnerId) are supported. So please support "invoice owner billto address" as well. ... View more

When you are using product features and you change the features within a product you impact open quotes in Salesforce.  When these features are changed and you go to view a quote that contains the product where the feature changed, an error is received. Supports response is to enable the 'Allow Feature Changes in Subscriptions option' which allows end-users to adjust features within the quotes, which is not desirable.   Once the features are changed, we need to go into those open quotes and remove the product and add it back in manually, which is extremely time comsuming and not something that we support going forward.  There is not a report that you can run to show you the quotes where the features do not match with the current products features.   Could there be a feature that when a product feature is changed, that a prompt or report would show you the open quotes that are impacted?  This way we could become aware of the downstream changes?   Better yet - when the changes are made, that there is an option to automatically update any open quotes to update to match the current product features. ... View more

In step 1 of the guided selling process, If we select product A1, we can display product B, C and D in step 2 based on the 'Include Context Filters' field called ‘Product Dependency’.  What we are looking to do is find a way to show a different list of products under Product A1 and A2. Step 1 Product Selected Product A1 Product A2 Step 2 Products to Appear Product B Product C Product D Product B Product C Product D Product E * Product F *     * Should only appear for the late A2 Product   The challenge we are facing is that a Product field called ‘Product Dependency’ that is used in the ‘Context Filters’ can only have 1 value and the product that you select in step 1 needs to match with the products you want to have appear in step 2.  There are 3 products that we want to appear with product A1 so we have a value in the ‘Product Dependency’ set to ‘A1’. We then have 5 products we want to appear with product A2, so we want have a value in the 'Product Dependency' set to 'A2', but we cannot have two values on product A2, so we set it to A2 for products A2, E & F and E/F show up correctly when product A2 is selected but the B/C/D products do not appear when A2 is selected in step 1 as they do not have a value that matches.   When we set the Step 1 product (A1) to be ‘A1’, and we select this product in step 1, only B/C/D products will appear in step 2, exactly as we want.    How can I get products B/C/D to appear in step 2 when A1 or A2 is selected and have products E/F appear in step 2 only when A2 is selected?   This is something that is very powerful and we were glad to hear that this was possible from our implementation team, but now that we are facing this issue, there seems like there should be a feature or option to allow us to do this.    The only solution we can think of at this time is to duplicate products B/C/D (B1/B2) and set the 'Context Filter' field to match the product selected in step 1.  But this creates duplicate products that need to be managed going forward.  Is there a way to allow the context filter field to be a 'Multi-select' list?  This would allow us to set multiple values that would display the step 2 products.  This would mean that custom fields in Zuora would need to allow for a multi-select picklist.   Or are there any other ways of achieving this? ... View more

We noticed that when we remove the CRM ID from a customer record in Zuora, that the Billing Account, Invoices, Payments and Subscription records in Salesforce get deleted and are no longer avaialble for reference.   We were not expecting this at all and it's causing us some pain points as we don't want these records deleted as we need to reference these records, but we don't want to continue the data sync from SF to Zuora.   Is there a way to stop the data from syncing from SF to Zuora without removing the CRM ID?   These records are key to the Zuora CPQ process as we have accounts that we have lost and we need to keep this data visible to the end-users of SF that do not have access to view records in Zuora. ... View more

When creating a quote, there are times when we encounter an error and we want to be able to provide an end-user friendly error message instead of what is presented today.   Example 1: - Error that appears 'Wrong pick list value: 999 for field Entity_No__c.' which we know is due to a custom Account field called 'Entity No' not being set when the quote attempts to generate the TCV/ARR.   Example 2: - Error that appears 'The Zuora GetTax call to Avalara returned the following error(s): An Address is incomplete or invalid. ' - We know that this is due to the Bill to / Sold to contacts address not being fully populated, this appears when the quote tries to return the TCV/ARR values.   We have learned through support that these messages cannot be customized as they are hard coded, but we wish that we could add a more user friendly error message so the end-user does not have to contact our internal teams to ask why they are getting this message.   Can we have a way to customize more of the error messages? ... View more

In Zuora there is a field "Renewal Setting" which specifies to which Term Setting (Termed or Evergreen) the subscription is renewed. This field does not exist on the subscription object (Zuora__Subscription__c) in Salesforce. When using termed subscription we need to know if the subscription is renewed to termed or evergreen. ... View more

There is an object you want to link to SFDC with Zuora CPQ. Zuora 360 Sync Objects 　<https://knowledgecenter.zuora.com/CA_Commerce/E_Zuora_360/S_Synchronize_Data_from_Z-Billing/Z_Sync_Field_Reference> · InvoiceItem I have a request from my customers, would you please consider it? ... View more

The quote's tax is not correct under following condition: - The tax rate is 8%. It is changed to 10% from 2019/10/01. - Create a quote with the quote's Start Date from 2018/10/01 and billing type=Annual in advanced.   The customer expects to use the quote's Start Date as the preview date. However, Zuora uses the quote's Invoice Target Date instead. The quote is used for End Users, so it should be accurate.   ... View more

I was expecting to see a master-detail relationship between opportunities and quotes which would allow me to create a custom field on the opportunity to roll the data from the quote, but this is not available. Is it possible for this relationship to be created in the future to allow us to have the rollup capabilities? ... View more

As per ticket #146724, there is currently no field to calculate tax per billing period.  The only tax field is per the PREVIEWED period, but for mid-cycle amendments, this does not indicate on period's tax.  There is the MRR per billing period so it should have a matching tax/mrr field. ... View more