About Jeffrey

Jeffrey · ‎01-17-2019

Add Original Id (OriginalId) field to the Subscription Rate Plan and allow it to be exported through ZOQL Exports. We are storing data on the RatePlan, and the only consistent field between amendments for RatePlan would be an OriginalId. We do not have a RatePlan Number. Thanks!

Jeffrey · ‎06-19-2018

To save time mass updating the Default Quantity for existing ProductRatePlanCharges in Salesforce, you can run the following in the Developer Console>Execute Anonyomus Apex. Note that this is only for existing Charges in the system. For charges created going forward, the workflow still needs to be created. List<zqu__ProductRatePlanChargeTier__c> prpcts = [SELECT zqu__StartingUnit__c, zqu__ProductRatePlanCharge__c FROM zqu__ProductRatePlanChargeTier__c WHERE zqu__Tier__c = 1 and zqu__StartingUnit__c != 0]; Set<zqu__ProductRatePlanCharge__c> prpcs = new Set<zqu__ProductRatePlanCharge__c>(); for (zqu__ProductRatePlanChargeTier__c prpct : prpcts){ zqu__ProductRatePlanCharge__c prpc = new zqu__ProductRatePlanCharge__c(); prpc.Id = prpct.zqu__ProductRatePlanCharge__c; prpc.zqu__DefaultQuantity__c = prpct.zqu__StartingUnit__c; prpcs.add(prpc); } List<zqu__ProductRatePlanCharge__c> prpcsList = new List<zqu__ProductRatePlanCharge__c>(prpcs); update prpcsList;

Jeffrey · ‎04-16-2018

The Amendment Status field must be set along with the ServiceActivationDate or CustomerAcceptanceDate. For example, if ServiceActivationDate is required, the following API call must be made: POST: {endpoint}/v1/action/update {"objects":[{"Id": "2c92c0f962ba13db0162c0ac8d2523a0", "ServiceActivationDate": "2018-04-13", "Status":"Completed" }],"type": "Amendment"}

Jeffrey · ‎04-16-2018

Zuora returns success when updating the amendment dates but does not activate the Amendment. In other words, the Amendment.Status does not change to Completed or Pending Acceptance.

Jeffrey · ‎03-14-2018

Hi Zuora, any updates on this? Thanks!

Jeffrey · ‎03-09-2018

Zuora has an AutoPay flag on the Invoice object and can only be set by an Update API call. It would be convientent to set this value on the Subscribe call to not make additional calls.

Jeffrey · ‎01-30-2018

Add support to return currency conversion fields in the standard reporting tool, similar to data exports.

Jeffrey · ‎01-22-2018

Any updates? Thanks!

Jeffrey · ‎01-02-2018

In order to access custom fields in zCharge, zChargeGroup, Product Selector Javascript Plugin, Rules Engine, and Quote Class, make sure your custom fields are included in the Whitlist Field Set configuration. See Whitelist Field Set Code Sample and Use Case If they are not included, the custom fields MAY still be accessible if they are included in other field sets.

Jeffrey · ‎12-26-2017

Problem: I cannot read/edit custom fields in APEX or Javascript for Zuora Quote objects

Jeffrey · ‎12-20-2017

For Evergreen Subscriptions, Zuora Quote Metrics returns the billing total amount through the next non-prorated period only. Would like an option to display metrics only of the customer's next invoice. This is so the metrics for a mid-cycle Amendment does not display the next 2 invoices as the total, but just the next invoice.

Jeffrey · ‎12-01-2017

Some Zuora customers would not want the sales user to fill out account level fields again for existing Billing Accounts and want to handle account updates through a separate process. For amendments/renewals/cancellations, we can restrict account updates by hiding the account level fields in the related field sets. For new subscriptions on existing billing account, the field sets and record types used are the same as for new billing accounts. There's not a way to edit one without affecting the other unless we create a custom VisualForce page.

Jeffrey · ‎11-27-2017

Please add VatId as a field synced to the Billing Account in Salesforce

Jeffrey · ‎11-22-2017

Support Account and Invoice Id merge fields in Invoice Template in order to allow hyperlinks linking directly to an invoice

Jeffrey · ‎10-17-2017

We have a JIRA to track it not respecting security settings: COM-12615

Jeffrey · ‎10-17-2017

When sending a Contract to Zuora without a Zuora Billing Account, Zuora CPQ returns "Error Code: MISSING_REQUIRED_VALUE Message:Billing Contact is required". This error message is deceiving and should say that the Zuora Billing Account was not found due to an issue creating the Contract. The current error message makes it seem as the Billing Contact is missing. Related Support Ticket #31811

Jeffrey · ‎10-12-2017

Similar to the Zuora Config option of 'Get Tiers from Zuora', I would like the ability to not pull pricing from the catalog for non-tiered charges. This way, for all amendment and renewal quotes, the in-line discount will always be 0%. We are updating the List Price and Effective Price on charges for new subscription quotes. For amendment quotes, Zuora is automatically pulling List Price from the catalog. This results in unwanted in-line discount values. We would like it to show 0%. Thanks.

Jeffrey · ‎10-11-2017

When Guided Selling is enabled and no Guided Selling Flows are set up, the Zuora Quotes Wizard returns an unexpected APEX error: The value 'null' is not valid for operator '>' Error is in expression '{!IF(buttonBarOptions.buttonItems.size>1, true, false)}' in component <apex:outputPanel> in component zqu:productbundleguidedselling We should have a more friendly error stating that the user should set up the Guided Selling Flows. Known issue: https://community.zuora.com/t5/Zuora-for-Salesforce/Getting-Error-quot-The-value-null-is-not-valid-for-operator-gt/m-p/17497/highlight/true#M1030

Jeffrey · ‎10-03-2017

In the describe API, please include which picklist value is the default, or a flag that mentions that the first picklist value is default. Describe API URL for reference: https://apisandbox.zuora.com/apps/api/describe/account

Jeffrey · ‎09-27-2017

Enforce a protocol in the Hosted Payment Pages domain URL configuration. Zuora allows a URL without http:// or https://, leading to some wasted time during testing trying to find the root cause. Thanks.

Jeffrey · ‎09-25-2017

The PrePaid Drawdown App leverages Zuora Extension Profile to update either a Subscription's balance or the Invoice Owner Account's balance. It does not support updating the Subscription Owner's custom fields. The Zuora Extension Profile API needs to be updated to support Subscription Owner level custom fields.

Jeffrey · ‎09-18-2017

Do we have a release date? Thanks

Jeffrey · ‎09-13-2017

What is returned in the Zuroa API as the response code for these messages? What does the Zuora API return when Avalara is down? Thanks!

Jeffrey · ‎08-28-2017

Can we make the default help text of MRR and TCV explain the calculcation behind TCV and MRR, similar to the Discount/Sub-Total/Total fields? It currently says 'MRR value which is got by previewing the quote from Zuora.'

Jeffrey · ‎08-27-2017

Add Source and SourceId fields to the Invoice 360 Sync object in Salesforce. Customer needs to differenciate an invoice created by Bill Run or by API to generate separate email notifications for invoices created by API.

Jeffrey · ‎08-25-2017

Hi, I would like to add Credit Memo Taxation Items as well. Any updates to this idea? I'm seeing this come up with custom tax integrations where journal entries are created with blank accounting codes.

Jeffrey · ‎08-23-2017

Please add the ability to hide the Discount Level and Up To How Many Periods field on the Salesforce Zuora Product Selector for Discount Charges.

Jeffrey · ‎08-18-2017

The customer would like the ability to create Revenue Schedule Rules that recognize revenue on a specific configured date or from a date custom field such as the ProductRatePlanCharge level. This customer has event based products which have predefined recognition dates.

Jeffrey · ‎08-16-2017

UsageSummary RateDetail mergefield returns the price rounded as defined in the Zuora Currency settings. For example, if the tiered price is $0.025, the invoice template will display $0.03. We need the ability to show the full pricing, as rounded numbers will confuse customers. Thanks.

Jeffrey · ‎07-27-2017

I would like the ability to remove the Clone option from the Product Selector in Salesforce. See screenshot below:

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