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Copy/Replace Quotes from Parents to Multiple Children

Does anyone know if there is a way for a quote that is done at the parent level which encompasses multiple children to then break that quote down wtih a copy/replace function on each child in order to easily use the Salesforce/Zuora functionality to bring those quotes into Zuora subscriptions individually?  Currently in this scenerio we are doing an excel import into Zuora which breaks out each child's piece into the individual subscriptions.  Obviously, on our customer's end they only want to sign one quote/contract not ten.  If we copied the quote from one child to another, it would ideally be most efficient for it to pull in the data that is already housed in Salesforce rather than having to key it all in, so in essence a copy function with replacement of predetermined fields. 

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Zuora Staff

Re: Copy/Replace Quotes from Parents to Multiple Children

Have you seen our Parent and Child quote functionality? This will allow for you to create a parent quote and have the parent quote decompose into child quotes. When you submit the parent quote to Zuora, it will submit each child quote and create multiple subscriptions underneath the same billing account for each of the child quotes.

 

https://knowledgecenter.zuora.com/CA_Commerce/I_Development_Resources/C_Component_Library/G_Componen...

 

Please note that you aren't able with this functionality to define a different invoice owner at this time.

 

Additional Sample code: https://github.com/zuora/Z-Force/tree/master/QuoteSplit

 

Thank you,

Shawn

Valued Scholar

Re: Copy/Replace Quotes from Parents to Multiple Children

Is this out of the box funtionality or does it need turned on?

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Zuora Staff

Re: Copy/Replace Quotes from Parents to Multiple Children

There isn't a setting that needs to be enabled, but this does require development.

 

Thank you,

Shawn