Created a bundle product in SFDC, it won't sync to Zuora

[sralph]

We have implemented Zuora CPQ using bundling and are trying to setup bundled products.   All the configuration steps in the KC have been reviewed and confirmed andbundling has been activated.

On sync, the bundle product fails to sync.   Theerrors arecoming from the charge level.

The specified Accounting Code Default with a type of Sales Revenue cannot be found in the Chart of Accounts, ztype=Error

Examining this Accounting Code field,the picklist only presents two choices: "--none--" and "Default".   Neither option works.

When I look at the stand alone products which were created in Zuora and synced to Salesforce before bundling was activated, they use picklist values we created in the Zuora chart of accounts.   All ofthese charges were mapped  priorto syncing to Salesforceand before bundling was activated.

How to I now get the picklist to display the Zuora chart of accounts when maintaining bundle products in Salesforce?

[Jyoti_Sinha]

Hi @sralph: You need to add a value to the Accounting Code Picklist that matches Zuora , e.g "Accounts Receivable".

Please let me know how that works, else I would need to check the ORG and smaple data(which you can private message me)

[sralph]

PM'd you

[sralph]

@jyoti did you receive my PM?    I need assistance on this please.

[doyeli]

Hi @sralph, Sorry , @Jyoti_Sinha is not availabe at this point. Can you please send me your 1)SFDC org ID (please grant login access) 2) zuora tenant Id and 3) link to the product record that you are getting  the error on . 

Please also confirm if I have your permission to to update the record,if needed, and try a Sync

Thank you

Doyeli

[doyeli]

Thank you @sralph. Received the PM with information. will review and get back to you.

Thank you

Doyeli

[doyeli · Accepted solution]

Hi @sralph I could sync the product successfully.

Since Your Accounting code was set to "Professional services revenue "  for the two PRPC that failed to Sync earlier, I updated the  Deferred Revenue Account  field to use the same value and performed a sync.

The Sync is successful.

Can you please review and confirm

Thank you
Doyeli

[doyeli · Accepted solution]

Just to close the loop here, this is confirmed to be resolved.