Zuora CPQ Ideas

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

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. ... View more

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

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. ... View more