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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?
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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
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Just to close the loop here, this is confirmed to be resolved.
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Re: Created a bundle product in SFDC, it won't sync to Zuora
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)
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Re: Created a bundle product in SFDC, it won't sync to Zuora
PM'd you
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Re: Created a bundle product in SFDC, it won't sync to Zuora
@jyoti did you receive my PM? I need assistance on this please.
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Re: Created a bundle product in SFDC, it won't sync to Zuora
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
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Re: Created a bundle product in SFDC, it won't sync to Zuora
Thank you @sralph. Received the PM with information. will review and get back to you.
Thank you
Doyeli
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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
If you found my answer helpful, please give me a kudo ↑
Help others find answers faster by accepting my post as a solution √
- Mark as New
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Just to close the loop here, this is confirmed to be resolved.
If you found my answer helpful, please give me a kudo ↑
Help others find answers faster by accepting my post as a solution √