Zuora CPQ Ideas

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

zqu.zQuoteUtil.PreviewQuotes(); Sometimes this Zuora method throws a  zqu.RestRequest.RestRequestException with a message of   'The callout was unsuccessful after 4 attempts: Read timed out'   Can the managed package be modified in a future release to handle exceptions and just return an error result as needed? ... View more

When approving quotes we typically want to be able to see the products associated with the quotes as well as the details. Approving quotes is often done on a mobile device but the visualforce page for zqu_QuoteDetailProductSelector (among others) is not available for the mobile app.   Can we please add this? The workaround right now is to create custom visualforce pages to display quote products.     ... View more

My use case:   If a boolean value is marked true, remove all current products from the CPQ product selector in Zuora quotes. Then rep can add new products.   Issue:   Currently when the rep tries to add more products, they are systematically removed due to the above check.    Value:   I want to remove it only once, and let them select new products in the event of early renewal. ... View more

Hi, Our client requests an evaluation for develop a mobile application that works also in offline mode. We need to reuse order taking flow (managed visual force pages included in ZQuote app), Catalogue Management (master SFDCZ>Zuora), Quote template generation and so on. Are there any guideline to follow in order to replicate the flow mobile application (with off line support)?   Regards, Luca ... View more

When zuora quotes is installed, it creates a number of related custom objects in Salesforce. Best practice is to give these relationships meaningful names, especially in a managed package, because the user will not be able to change the child relationship names.   The field zqu__ProductRatePlanCharge__c.zqu__ProductRatePlan__c does not set the child relationship name. Thus, querying zqu__ProductRatePlanCharge__c and its child objects requires a very ugly query like:      select id, name, (select id from zqu__product_rate_plan_options__r), (select id from zqu__product_rate_plan_charge_options__r), (select id from zqu__quotechargedetails__r), (select id from zqu__R00N40000001mFVKEA2__r) from zqu__productrateplan__c   See the following dump of this part of the schema:   ... View more

This is a bug report for zqu  8.11.   The field zqu__ProductRatePlanCharge__c.zqu__ProductRatePlan__c does not set the child relationship name.   See attached screen shot.   This makes it painful to write soql queries.   ... View more

For Evergreen Subscriptions, Zuora Quote Metrics returns the billing total amount through the next non-prorated period only. Would like an option to display metrics only of the customer's next invoice. This is so the metrics for a mid-cycle Amendment does not display the next 2 invoices as the total, but just the next invoice.  ... View more

Some Zuora customers would not want the sales user to fill out account level fields again for existing Billing Accounts and want to handle account updates through a separate process. For amendments/renewals/cancellations, we can restrict account updates by hiding the account level fields in the related field sets. For new subscriptions on existing billing account, the field sets and record types used are the same as for new billing accounts. There's not a way to edit one without affecting the other unless we create a custom VisualForce page. ... View more

Check out this trigger. It has a literal Zuora ID in it. Why? This product, named "test", was created in Zuora, and deleted. You can't find it in Zuora either through the UI or through a query or export. But it still exists, and zuora 360 still tries to sync it to SFDC. It throws an error because Product2.DurationDays__c is a required field. I had to add this kludgey stuff to my trigger in order to prevent the Zuora Product sync from reporting an error every time.   I can't make the product actually go away, and I can't edit the Zuora_Duration_Days__c field in Zuora. The only way I could figure out to suppress the sync error is this kludge in the SFDC trigger.     // Zuora needs DurationDays__c to sync, but it cannot sync to a number field // So we sync Zuora to Product2.Zuora_Duration_Days__c and this trigger syncs that to Product2.DurationDays__c trigger ZuoraProduct2Trigger on Product2 (before insert, before update) { for (Product2 p : Trigger.new) { try { if (System.UserInfo.getName().toLowerCase().contains('zuora')) { if (p.Zuora_Duration_Days__c == Null && (p.zqu__EntityID__c == '2c92a0fd55822b48015583181b0250e6' || p.Name == 'test')) { // test product, deleted in zuora, but still gets synced p.DurationDays__c = 0; } else { p.DurationDays__c = Integer.valueOf(p.Zuora_Duration_Days__c); } } else { p.Zuora_Duration_Days__c = String.valueOf(p.DurationDays__c); } } catch (Exception e) { p.addError(String.format('Product "{0}" "{1}" error converting Zuora Duration Days "{2}"', new List<String>{p.Name, p.zqu__EntityID__c, e.getMessage()})); } } }   ... View more

Similar to the Zuora Config option of 'Get Tiers from Zuora', I would like the ability to not pull pricing from the catalog for non-tiered charges. This way, for all amendment and renewal quotes, the in-line discount will always be 0%.   We are updating the List Price and Effective Price on charges for new subscription quotes. For amendment quotes, Zuora is automatically pulling List Price from the catalog. This results in unwanted in-line discount values. We would like it to show 0%.   Thanks. ... View more

When Guided Selling is enabled and no Guided Selling Flows are set up, the Zuora Quotes Wizard returns an unexpected APEX error: The value 'null' is not valid for operator '>' Error is in expression '{!IF(buttonBarOptions.buttonItems.size>1, true, false)}' in component <apex:outputPanel> in component zqu:productbundleguidedselling   We should have a more friendly error stating that the user should set up the Guided Selling Flows.   Known issue: https://community.zuora.com/t5/Zuora-for-Salesforce/Getting-Error-quot-The-value-null-is-not-valid-for-operator-gt/m-p/17497/highlight/true#M1030 ... View more