Zuora CPQ Ideas

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

TrixabelleCP · ‎05-22-2019

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

ahanberry · ‎04-02-2019

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.

Emmanuel · ‎03-12-2019

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...

Yoshihisa · ‎02-18-2019

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.

billdavis · ‎02-06-2019

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.

billdavis · ‎01-04-2019

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.

billdavis · ‎12-18-2018

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?

mickan98 · ‎09-21-2018

Today, via APEX code, we can create a new subscription using the ZQuotes API. We can override the amount of both a recurring charge and a recurring discount. This is great for allowing one rate plan to be a template for various discount pricing based on various critera of our choosing. We would also like the quote and invoice to show the specific discount name the customer will receive. For example, one customer would see Monthly fee: $25 ABC discount: $10 while another Monthly fee: $25 XYZ discount: $15 Today the discounbt text is limited to the Product Rate Plan Charge name alone, which obviously is the same for all quotes and invoices regardless of the customer or the deal we provided to them.

perswardh · ‎09-13-2018

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.

Hajime · ‎07-10-2018

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?

Terue · ‎06-20-2018

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.

billdavis · ‎05-10-2018

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?

TalbotMcInnis · ‎05-08-2018

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.

Happy Business Starts Here

Vision

Products

Zuora Central Platform

Products

Zuora Marketplace

Solutions

By Industry

By Role

Customers

Resources

Resources

Subscribed

Support

Company

Zuora CPQ Ideas

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

Quote for multiple subscriptions on a single quote

Quote Charge Summaries for primary quote only

Issues when Product2 contains non-Zuora products

Support invoice owner billto address in Quote Template

Editing of Product Features Identifies Quotes that are impacted

Removing CRM ID from Zuora should NOT delete Billing Account in Salesforce

Customize Error Messages - Add end-user friendly error messages

allow override of rate plan charge name in ZQuotes

Syncronize Zuora Renewal Setting field to Salesforce

(Request for consideration) Object to be linked to SFDC with Zuora CPQ

The quote's TAX should be correct in Z-Quotes.

Using Custom Rollup field to move data from Quote to Opportunity

Consistently provide tax for quote templates

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)