Zuora CPQ Ideas

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. ... View more

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? ... 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

Related to this community message here  https://community.zuora.com/t5/Zuora-CPQ/Why-System-NullPointerException-Argument-cannot-be-null-while/m-p/23591/highlight/false#M1774   I've experienced similiar error messages from within Zuora's package while trying to programmatically build quotes. In the example above, Zuora's code did not properly handle a scenario when the Address1 field was missing from a Contact so it threw a NullPointerException.  I've received this same error message when the Initial Term wasn't populated on a Quote.   Zuora's code should never throw NullPointerExceptions. Instead it should throw meaningful exceptions such as    throw new ZuoraRequiredFieldException("Address1 on BillToContact is null");   Don't leave us guessing as to which field on potentially several different objects hasn't met some criteria required by Zuora. ... 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

... payment's SettledOn field is synched, but not the Refund's... This is inconsistent, and we would expect that reconiciliation related fields for Refund to be synch'ed as well!! ... 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

There are a few settings that we are currently using to push the TCV to the opportunity: Update Opportunity Amount with Quote TCV Quote TCV Rollup Setting is set to 'Use TCV from Primary Quote only' These both work perfectly in our operations, but we started to notice that some of our opportunity amounts were not matching with the TCV from the primary quote.  After some investigation it was discovered that some of our end-users were updating the opportunity amount field after they have added a primary quote. Once they entered the amount field manually, the quote TCV was no longer rolling up to the opportunity amount field, causing us some data discrepancies.   My suggestion to help prevent this data variation, is to lock the amount field from all edits, once a quote has been added and is rolling up the quote TCV to the opportunity amount field.   When using the Salesforce opportunity product structure, they do exactly that and lock the amount field once a product is added.   Can this be looked at? We cannot find a way to prevent these edits and have support ticket #163341 to show the details and discussions with support team. ... View more

When making a new subscription and account with a Quote in salesforce - if the bill to and sold to are the same it still creates 2 duplicate contacts on the account - as the bill to and sold to.   c/w Zuora UI where if you have the same person it only makes 1 contact and makes that the bill to and sold to.   Could quotes do the same thing please? ... View more

At the moment I am only able to create Invoice Templates or Communication Profiles in the Quote Config.  As we are using the advanced invoice settlement we also have templates for Credit and Debit Memos.    All our new customers come via Salesforce to Zuora and it would be great to get the ability to also assign Credit and Debit Memo Templates for an Account on the Salesforce Quote which is then synched to Zuora.    At the Moment we need to make a manual update on every Account in Zuora to assign the correct templates at the end.  ... 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

Z-Quotes uses the SalesForce Country/State picklist 'Integration Name' to send to Zuora. However, there are some situations where the integration name can't be updated due to existing external system integrations with Zuora (eg. CMS).    Z-Quotes should have a way to specify either the Integration-Name, Country code or other uploadable config mapping to specify to align the integration between Zuora and Salesforce. (Maybe extend the feature to Z-360 as well.) ... 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

The order of Rate Plan Charges  on a quote, withing a Rate Plan seems fairly random.  In our catalog setup there are some that require quantities and others that don't. Also to make a nice UX for Sales Reps we need to be able to specify which order these appear it so we can have this consistent across all our products. Currently sometimes the maintainence comes first, other times half way down the page.      Being able to assign them a number and have the UI sort by that number would be a huge improvement to the usability.  ... View more