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To review InvoiceItem.AccountName information in Salesforce

Leo
Support SME
Support SME

To review InvoiceItem.AccountName information in Salesforce

Question or Problem Statement:

I want to review the InvoiceItem.AccountName information, however, InvoiceItem.AccountName is not supported by Z360+. How can I work around it?


Solution:

To create a formula custom field in InvoiceItem to copy the subscription owner, add that custom field into InvoiceItem layout. See screenshots:

1.png2.png


Supporting References:

https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/IA_Invoices/Creating_a_Custom_Invoice...

 

https://knowledgecenter.zuora.com/CPQ/E_Zuora_360/D_Data_Connect_Overview/AB_Data_Connect_Object_and...

 

 

 

 






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