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Re: Quote Templates and Orders

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Valued Scholar

Quote Templates and Orders

Hi Folks, 

 

We've recently switched on Orders in our dev sandbox. We have a number of quote templates that currently reference the ChargeDetail object. 

 

Prior to Orders, these worked fine and displayed information from zqu__BillingTotal__c, zqu__BillingSubTotal__C and zqu__BillingTax__c. 

 

Post Orders these fields are null, although I can see similar information in zqu__DeltaTCB__C etc. 

 

Are the BillingTotal fields now deprecated and if so what should be using? If they are not deprecated, any ideas what has happened? 

 

Thanks

5 REPLIES 5
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Zuora Alumni

Re: Quote Templates and Orders

For community reference here is the current documentation on this:

https://knowledgecenter.zuora.com/CA_Commerce/C_Zuora_Quotes/D_Working_with_Quotes/F_Quote_Metrics

 

Hi @damonwitherick,

 

To be clear which specific Object are you referring to: Quote, Quote Charge Detail, Quote Rate Plan Charge or Quote Charge Summary.

 

If Quote or Quote Charge Detail, I believe we still populate these fields.   

 

If Quote Rate Plan Charge or Quote Charge Summary, then we no longer populate these fields.  These objects are different and represent Charge level impact for the relevant Order Action they are related to.  The original justification for not populating this metric is that TCB is the new metric in Orders.  This was ideally going to replace the Invoice Totals, which can cause issues depending on how you run your Billing Operations, as they are straight Invoice Previews (e.g. depending on when you have done the last bill run, thats what you get in the Invoice Previews, it may or may not represent what is in the actual Quote).

 

In addition, there can be complexities when you have a Ramp Deal, and try to work out our Invoice Totals from one Action to the next. Depending on how you define a "Ramp Segment", depending on how you want to group the Totals, it can all result in a different need from one customer to the next.

 

In June we plan to release a few Global Methods.  These Global Methods will allow you to do a direct Invoice Preview from the Quote, get the Invoice Items yourselves, and group them in whatever fashion you need to, for whatever purpose.  It will be code that you will have to write however.  Would love to connect on the use cases you are trying to achieve so we can possibly productize how to represent "what the customer is going to pay" post Orders.

 

Post Orders you will also see a Delta TCB/Tax/Discount fields that should allow you to get similar data.  However, there is one important distinction.   TCB are delta metrics.  So if a New Quote, you get the full amount of the "change", which is a new charge.  For an Amend/Renew Quote, you will only get the delta impact of that change for that particular Action (in QRPC And QCS objects).

 

Hope that explains things a little.  Let me know if any questions.

 

 

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Valued Scholar

Re: Quote Templates and Orders

Hi @nathanc

 

Thanks for the reply and explanation.  In our quote templates we are using the Mergefields from ChargeSummary, which I think references thte QuoteChargeSummary record under the hood, so that would explain why the fields we were using are no longer populated post orders. 

 

We'll need to review the link and look and what fields we need to pull out now. 

 

Damon 

 

 

Zuora Alumni

Re: Quote Templates and Orders

Yes please reach out once you have had a chance to look @damonwitherick as would like to understand what you would like to pull out. 

 

As I mentioned come June release there will be two global methods to extract out all the invoice items you need and group them in whatever fashion you need.

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Valued Scholar

Re: Quote Templates and Orders

Hi @nathanc do you have any more details on the global methods to extract details from the invoice, and when in June these will be released.

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Zuora Alumni

Re: Quote Templates and Orders

Essentially it will be two global methods with the following structures:

 

MetricsUtil.getPreviewedInvoiceItems(quoteId)

MetricsUtil.getExistingInvoiceItems(quoteId, startDate, endDate)

 

This will allow you to get a set of Invoice Items for any Account, and thus group their totals in any fashion you choose.

 

It is looking like we will be doing a July release since we've had some delays in June.