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Data Source returns empty fields for Quote number and Quote type

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Zuora Alumni

Data Source returns empty fields for Quote number and Quote type

Problem : 

 

The customer reported empty field values returned for Quote Number and Quote Type after running a report on the subscription object.



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Accepted Solutions
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Zuora Alumni

Re: Data Source returns empty fields for Quote number and Quote type

Solution : 

 

Based on checking the customer's org, they were on version 6.43.

This functionality was added in our Zuora Quotes Version 6.54.

To enable Data Sources to report on Subscription metrics, the following new system custom fields were added in Zuora Quotes and in Zuora:

Quote Type
Quote Business Type: A picklist field of Upsell, Downsell, Renewal, Churn, New.
Quote Number
Opportunity Close Date
Opportunity Name
The fields will be populated out of the box for for New Subscription, and Amendment, and Renewal quotes.

Please review the Knowledge Center article for more information : https://knowledgecenter.zuora.com/AA_Whats_New/S_Previous_Z-Force_Releases/W_2015_Zuora_for_Salesfor...

 

You would have to upgrade to this version to be able to do a data source on Quote Number and Quote Type.



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1 REPLY 1
Highlighted
Zuora Alumni

Re: Data Source returns empty fields for Quote number and Quote type

Solution : 

 

Based on checking the customer's org, they were on version 6.43.

This functionality was added in our Zuora Quotes Version 6.54.

To enable Data Sources to report on Subscription metrics, the following new system custom fields were added in Zuora Quotes and in Zuora:

Quote Type
Quote Business Type: A picklist field of Upsell, Downsell, Renewal, Churn, New.
Quote Number
Opportunity Close Date
Opportunity Name
The fields will be populated out of the box for for New Subscription, and Amendment, and Renewal quotes.

Please review the Knowledge Center article for more information : https://knowledgecenter.zuora.com/AA_Whats_New/S_Previous_Z-Force_Releases/W_2015_Zuora_for_Salesfor...

 

You would have to upgrade to this version to be able to do a data source on Quote Number and Quote Type.



If you found my answer helpful, please give me a kudo ↑
Help others find answers faster by accepting my post as a solution √

View solution in original post