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How can I customize the Billing Account displayed in my create quote step ?

Problem : 

 

 

How can I customize my Billing Accounts section and choose to display only the selected accounts v/s ALL the billing accounts in the create quote page?

 



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Re: How can I customize the Billing Account displayed in my create quote step ?

Since our ZQuote 7.40 release , the Billing Account Selector has been made configurable with a new plugin on the SelectBillingAccount component. This can be used to filter out certain accounts from showing up or pre-selecting a specific one for the user)

Please review the 7.40 Release Notes :

 

https://knowledgecenter.zuora.com/AA_Whats_New/S_Previous_Z-Force_Releases/V_2016_Zuora_for_Salesfor...)
The new ICustomizeBillingAccountPlugin plugin supports the following customization:

For billing account selection
Set the default billing account type to New or Existing

Filter billing accounts

This is what you would be looking for,

 

 

Set the default billing account
Control whether users can change the default billing account

Please See SelectBillingAccount Component for the information about the Customize Billing Account Plugin and sample codes.



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