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How to set Subscription Notes from Quote?

How can the Zuora Subscription Notes be set from a quote?

 

On the quote, there is the Special Terms and Notes (api: zqu__Terms__c) field, but that looks like it's only for the quote and doesn't push to Zuora.

 

Is a custom developed Send to Zuora button the only way?

 

Thanks!

 

 

Frontera Consulting
Oracle, Salesforce and Zuora Consultants
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Support SME

Re: How to set Subscription Notes from Quote?

Hi @fredkao,

 

Yes, field zqu__Terms__c is not sent to the Subscription record created on Zuora end as part of sending the Quote to Zuora.

You can try the following workaround:

 

1) create a Text type custom field e.g  'subscription note' on Quote Object of salesforce  end.

2) Add this custom field in Quote Fieldset  zqu__CustomQuoteFields

3) Add this custom field in a field set used in create Quote page

3) Add the same custom field , using same API name and field type on Subscription Object on Zuora

4) In create Quote flow, fill out the custom field value

5) When you send this Quote to Zuora, the Subscription record created will have the Subscription note field value copied from what you have provided during creation of the Quote.

 

I have tested the above on my end and it worked as I decribed above.

 

Please refer the following Article:

 https://knowledgecenter.zuora.com/CA_Commerce/C_Zuora_Quotes/F_Configuring_Z-Force_Quotes/D_Configur...

 

Please let me know if this helps

 

Thank you
Doyeli

 

 






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Partner

Re: How to set Subscription Notes from Quote?

Hi Doyeli,

 

Thanks for the suggestion, however the requirements are to use the standard Subscription Notes field.

 

It looks like a custom send to Zuora button is needed. 

 

Thanks!

Frontera Consulting
Oracle, Salesforce and Zuora Consultants
Zuora Staff

Re: How to set Subscription Notes from Quote?

Hi,

 

We do not support Subscription Notes field which is why Doyeli recommended a workaround to use Custom field. Thanks. 



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Zuora Support

Re: How to set Subscription Notes from Quote?

To clarify, you just need to set up the custom fields in Salesforce and Zuora.  The standard Send to Zuora button will automatically link them.  No custom Send to Zuora button is needed.



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Re: How to set Subscription Notes from Quote?

So there is no way to fill this field from Salesforce?

InvoiceItem.SubscriptionNotes is available to use on an Invoice Template but not

Subscription.CustomField__c

Is there another possibility in the meantime?

Thanks,

Andrew