Happy Business Starts Here

Why Quote Charge Details fields in SFDC/quote pdf are blank in a new subscription quote?

Highlighted
Support SME
Support SME

Why Quote Charge Details fields in SFDC/quote pdf are blank in a new subscription quote?

Question or Problem Statement:
In the qoute related list - Quote Charge Details, the fields like MRR, TCV, Delta MRR, Delta TCV, Total, Subtotal, Discount and tax, they are all blank. Also, in the quote pdf, they are blank too.

 

1.png






If you found my answer helpful, please give me a kudo ↑
Help others find answers faster by accepting my post as a solution √

1 REPLY 1
Support SME
Support SME

Re: Why Quote Charge Details fields in SFDC/quote pdf are blank in a new subscription quote?

Solution:
Referring to the post - How do I troubleshoot Quote template issues?:

https://community.zuora.com/t5/Zuora-for-Salesforce/How-do-I-troubleshoot-Quote-template-issues/m-p/...
The main idea is to verify if the field has a value in SFDC. If it has, then in quote pdf, the value is supposed to be populated. If it does not have a value, then in quote pdf, it is supposed to be blank.

Looking at the related list - Quote Charge Details. We can see that those fields are all blank. That's why in the quote pdf, those fields are blank too. Why those fields are blank in SFDC? The answer is the ZQuote API endpoint version. For example, the ZQuote API endpoint is still 63.0. However, your ZQuote is already on V8.8.1. Thus, those fields would not work properly. Please revew your ZQuote and Z360 API endpoint version.

 

2.png

Note: If a quote was already sent to Zuora, then there is no way to update those fields. For the new subscription quotes that have not been sent to Zuora, you can try to edit initial term/renew term/start date to trigger those fields update.

Supporting References:
https://knowledgecenter.zuora.com/DC_Developers/G_SOAP_API/AB_Getting_started_with_the__SOAP_API/B_Z...
https://knowledgecenter.zuora.com/CA_Commerce/C_Zuora_Quotes/G_Zuora_Quotes_Configuration_Settings/D...
https://knowledgecenter.zuora.com/CA_Commerce/C_Zuora_Quotes/G_Zuora_Quotes_Configuration_Settings/A...
https://knowledgecenter.zuora.com/CA_Commerce/E_Zuora_360/P_Configuring_Z-Force_360/D_Z360_Connectio...






If you found my answer helpful, please give me a kudo ↑
Help others find answers faster by accepting my post as a solution √

Tags (3)