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When a Rate Plan is added in CPQ the change in the UI is minimal, a checkmark instead of a plus symbol and the label 'Added' instead of 'Add' When adding many Rate Plans it would be clearer to give them a different color as well, green would be preferable.
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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.
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Status:
New Idea
Submitted on
‎10-02-2019
09:41 AM
Submitted by
Schiadmi
on
‎10-02-2019
09:41 AM

We had several project on Zuora Quote where customers required to create the quote amendment or Renewal from Subscription and not from Account or opportunity.
Regarding the process, it makes more sence. Users need to be able to create quotes more quickly, and the current process obliged user to use the Select Account Page (Select Account and the subscription).
I suggest a Custom button on the subscription Record. When the user Click, he is direcly redirect to the Quote Creating page.
Open to discuss about this idea :)
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New Idea
Submitted on
‎08-27-2019
11:19 AM
Submitted by
TylerRey
on
‎08-27-2019
11:19 AM

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
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Status:
New Idea
Submitted on
‎08-05-2019
06:22 AM
Submitted by
TrixabelleCP
on
‎08-05-2019
06:22 AM

The QuoteRatePlanCharge (zqu__QuoteRatePlanCharge__c) object is empty for renewal quotes (that haven't had any product amendments). However this data is available to query for other quote types. This makes it difficult to create a consistent method of querying quote objects programatically. Please make your objects consistent for all quote types.
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Submitted on
‎07-09-2019
03:37 PM
Submitted by
stevenreedkelly
on
‎07-09-2019
03:37 PM

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.
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New Idea
Submitted on
‎06-25-2019
10:44 AM
Submitted by
leemariemcmahon
on
‎06-25-2019
10:44 AM

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
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Status:
New Idea
Submitted on
‎06-24-2019
11:22 AM
Submitted by
justdonlon
on
‎06-24-2019
11:22 AM

When using "Discount Charges" on a Product with a one time charge the Discount charge always shows up as Recurring - which then keeps the Discount Charge on a Renewal/Amend Quote even when the "Hide Original One-Time Charges" setting is selected. The "Hide Original One-Time Charges" is very useful to avoid confusion when users need to create renewal quotes for subscriptions that had a one-time charge such as professional services. Ideally we would like to hide the entire rate plan from the Product Selector
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Submitted on
‎06-24-2019
10:54 AM
Submitted by
justdonlon
on
‎06-24-2019
10:54 AM

We want to emphasize the use the of the Product Filter, and have it expanded by default so that users use the filter effectively. In addition we'd like the option to have the Rate Plans expanded by default - particularly after the filters have been adjusted - rather than having a user click the "Select Plan" button each time.
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Submitted on
‎06-24-2019
10:40 AM
Submitted by
justdonlon
on
‎06-24-2019
10:40 AM

When using Discount Charges within a rate plan we would like to prevent a user from being able to edit the Product Discount % field - they should only be able to edit the actual Discount Charge (using the hyperlink and pop-up) Currently it seems we have no option to lock this field - which means we need to use Rules Engine or Validation Rules to reactively reset to 0 and alert the user.
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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.
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Submitted on
‎05-22-2019
07:44 PM
Submitted by
leemariemcmahon
on
‎05-22-2019
07:44 PM

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
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Submitted on
‎05-22-2019
07:37 PM
Submitted by
leemariemcmahon
on
‎05-22-2019
07:37 PM

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New Idea
Submitted on
‎05-22-2019
05:44 AM
Submitted by
TrixabelleCP
on
‎05-22-2019
05:44 AM

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
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Submitted on
‎05-22-2019
03:28 AM
Submitted by
RSykesQlik
on
‎05-22-2019
03:28 AM

When creating a Zuora Rule for Zuora CPQ, and a Lookup with multiple attributes is used on the action, it is not possible to use a number field from the custom object as an Attribute. Only text fields are available. We would like to use the quantity from the quote line item to determine the record from the custom object, but because number fields are not allowed we can not easily use this field without doing Roll ups of the quantity to the Quote object and then converting to a text field. This does not allow us to run rules during changes to the Quote line as the Quote needs to be submitted first before the roll up is updated. Please make number fields from custom object available as Attributes.
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Hi, I would like to suggest you a product enhancement. It would be very important for us and for our customers that all invoice settlement Objects could be synchronized from Zuora to Salesfore using Zuora 360. In particular we would like these set of objects: - Credit Memo: Since they are billing documents it is also importat to synchronize these kind of document. - Debit Memo: Since they are billing documents it is also importat to synchronize these kind of document. - Payment Parts: payment part is foundamental because it is the only way that we have to enstabilish a relation between a Document (Invoice, Credit Memo and Debit Memo) and a Payment in Salesforce having Invoice settlement enabled. With invoice settlement enabled we have no way to create InvoicePayment object that relates Invoice to a Payment and vice versa and it is a business request that these relations are visible and accessible from Salesforce.
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Status:
New Idea
Submitted on
‎04-04-2019
09:08 AM
Submitted by
billdavis
on
‎04-04-2019
09:08 AM

Our default currency is USD and when we create a rate plan for one of our products that has only GBP/Euro charges, the rate plan is appearing in our guided selling for USD quotes. How can we suppress these GBP/Euro rate plans from appearing to our teams in the US? They are appearing in the guided selling with a $0 value and we do not want them to appearm, but they are available to select and makes it very confusing! In our sandbox we have this scenario setup as follows: - Product - Shareworks Growth Edition - Rate Plan Name#1 - Charges are in GBP/Euro only (But we have to add the USD currency charges when the product catalog is created) When creating a quote that is in GBP/Euro, the rate plan is appearing as expected, but when we create a quote in USD, this rate plan is appearing and we don't want it to be. Is there a way that we can have rate plans that do not contain our default currency?
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Status:
New Idea
Submitted on
‎04-02-2019
08:28 PM
Submitted by
ahanberry
on
‎04-02-2019
08:28 PM

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.
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Status:
New Idea
Submitted on
‎03-12-2019
01:59 AM
Submitted by
Emmanuel
on
‎03-12-2019
01:59 AM

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...
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Status:
New Idea
Submitted on
‎02-18-2019
11:12 PM
Submitted by
Yoshihisa
on
‎02-18-2019
11:12 PM

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.
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