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Default Payment Method to ACH - Quote page doesn't respect that

I set ACH as default value for Payment Method field (zqu__PaymentMethod__c) on Zuora Quote object (zqu__Quote__c), but Quote page doesn't respect that setting.

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And here's how it looks when I click New Quote on Opportunity page.

 

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Zuora Support

Re: Default Payment Method to ACH - Quote page doesn't respect that

Hi @mporset

Can you please private message me with your Salesforce Org ID so that I can look further into this? Are you using the plugin to set the default value for the Payment Method on the Quote (as its not something which is OOTB)? Please find below more details for the plugin I am talking about. 
Populate Value Plugin

 






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Tutor

Re: Default Payment Method to ACH - Quote page doesn't respect that

I didn't use that plugin previously, I only set default values on custom field level.

I used instruction from the link you provided and now it works as expected.

Zuora Support

Re: Default Payment Method to ACH - Quote page doesn't respect that

Great! Glad it finally worked. 

Thanks for letting us know @mporset Smiley Happy






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