Community - About fredkao

fredkao · ‎03-19-2021

Be aware that it is illegal to charge credit card fees in ten states: California, Colorado, Connecticut, Florida, Kansas, Maine, Massachusetts, New York, Oklahoma and Texas.

fredkao · ‎03-19-2021

What tax engine are you using? Zuora calculates the correct tax for you. If there is a discount, there should be a correspondent taxation item for the discount. That way, the net tax will be correct for the discounted amount. Can you provide a screenshot of the tax details from the Zuora invoice? See below for an example.

fredkao · ‎02-02-2021

Hi Jeff, We built a scheduled job in Salesforce that queries Zuora for accounts without CRMids, then creates the Salesforce accounts/contacts, and finally links the SF and Zuora records. No middleware needed. Fred

fredkao · ‎07-20-2020

Hi Mark, This could be done with an external process that pushes invoice items from a draft invoice to a tax engine. The external process then takes the tax information and creates taxation items in Zuora and posts the invoice. The taxation items are based on the invoice item's subscription, which has a customer and sold to contact. Fred

fredkao · ‎07-20-2020

Hi George, If you want a clean system, the quickest and easiest route is to delete the account, which will cascade delete all the related records. Otherwise, it is a tedious process of deleting the active versions. After deleting the active versions, the prior expired versions become the active version. Rinse and repeat.

fredkao · ‎07-20-2020

For Discover card, try this test card number: 6011 1111 1111 1117

fredkao · ‎06-29-2020

Submit a support ticket to Zuora and have them assign the administrator role to a specified user. Fred

fredkao · ‎07-31-2018

This would be useful because the default value on a custom field does not apply when creating records via the API.

fredkao · ‎07-25-2018

Has anybody else used HPM with the ZQuote Wizard with Lightning? We added a page to the ZQuote Wizard that captures a payment method after selecting the products. Instead of seeing the HPM page, an error is displayed. No issues seeing the HPM page when using SF Classic UI. Also a separate, non-iframed page, that uses the same code, displays the HPM without issue. Thanks! Fred

fredkao · ‎07-17-2018

For those still looking for invoice item sync, there are 3rd party options out there. Feel free to PM me for more info. Regards, Fred

fredkao · ‎06-28-2018

Yup, that was it. THANK YOU!

fredkao · ‎06-27-2018

Hi All, Looking for some thoughts on the following: Quote metrics on a Renewal Quote, specifically the "Sub Total" metric. Changes vs. Original Renewed Subscription A-S00000123 for 24 Months. (the initial term was 12 months) Removed ProductA (1 Year billing period) price $1000 effective at the end of the current term Added ProductB (2 Year billing period) price $2000. effective at the end of the current term Changed Renewal Term to 24. The expectation is the Sub Total should be $2000, which is the added product. However, Sub Total is showing ~$1001.02, which looks like it is prorating the newly added 2 year charge for 1 year. Is there any way to get the sub total to show the $2000 for the new renewal term? The TCV metric is correct at $2000. The quote metrics are set to display for 1 period (changing to 2 doesn't make a difference). Note: an invoice for the current term has been run. Running ZQuotes version 9.5 Thanks!

fredkao · ‎05-30-2018

Try using the AQuA api, which allows you to pull a large amount of data across multiple objects (eg. subscriptions need rate plan and rate plan charge, at least). At a high level, first, post your query (eg. select id from account) Since it's asynchronous, you'll need to poll for the job result. Once the job is done, get the result file(s). Here is documentation on AQuA. https://knowledgecenter.zuora.com/DC_Developers/T_Aggregate_Query_API This is better than simple Export ZOQL, because AQuA "performs in a sequential order and in a single read-only database transaction." Fred

fredkao · ‎05-15-2018

Please make the description field on the rate plan charge editable. Thanks!

fredkao · ‎05-15-2018

Hi, Try querying the rate plan charge(s), looking at the "Charged Through" or "Processed Through" dates. Those get populated when the subscription is invoiced. Fred

fredkao · ‎05-01-2018

A possible alternative is to have an intermediary service that performs the authenicated request to Zuora, which then returns the invoice PDF. Since this is a publicly available service, the link should have a hashed parameter to prevent "hunting & pecking". The hashed parameter could consist of invoice number, invoice id and maybe even a timestamp, like created date. Fred

fredkao · ‎04-26-2018

It would be helpful if custom fields on removed rate plan charges could be updateable. The removed rate plan charges continue to show up in exports in subsequent subscription versions. This would be helpful for data remediation purposes. Currently, this error message is returned when attempting to update the custom fields on removed rate plan charge. INVALID_VALUE: Cannot update the RatePlanCharge if the amendment type is not NewProduct or UpdateProduct Thanks!

fredkao · ‎06-21-2017

What are the outbound IP addresses for the services tenants? We need to whitelist inbound HTTPS traffic from the Zuora services tenants. The documentation omits the services tenants for OUTBOUND traffic (from Zuora). https://knowledgecenter.zuora.com/BB_Introducing_Z_Business/Policies/Inbound_and_Outbound_IP_Addresses#Outbound_IP_Addresses_from_Zuora

fredkao · ‎06-06-2017

What is FAIL(-2000) error when making a callout notification on a New Subscription event? See pic below. We developed a service to update the subscription notes field after a new subscription is created. However, FAIL(-2000) is the result when making the callout. When the callout is pointed to a Runscope URL, it works - the callout goes thru successfully and the notes field is updated. When the callout is pointed directly to the webservice, based on AWS, it fails. The SSL cert on our webservice is issued by Amazon. Here is a screen shot of the callout notification history, also showing the "view data".

fredkao · ‎05-24-2017

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!

fredkao · ‎05-23-2017

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!

fredkao · ‎05-11-2017

For credit balance adjustments, what is the sourcetransactiontype of "Adjustment"? How could an adjustment (invoice or invoice item) be a source transaction type for a credit balance adjustment? This is seen when making this call: https://www.zuora.com/apps/api/describe/CreditBalanceAdjustment Under the "sourcetransactiontype" tag. <field> <name>SourceTransactionType</name> <label>Source Transaction Type</label> <selectable>true</selectable> <createable>false</createable> <updateable>false</updateable> <filterable>true</filterable> <custom>false</custom> <maxlength/> <required>true</required> <type>picklist</type> <options> <option>Invoice</option> <option>Payment</option> <option>Refund</option> <option>Adjustment</option> <======HERE </options> <contexts> <context>soap</context> <context>export</context> </contexts> </field>

fredkao · ‎02-02-2017

From our Zuora CSM Use Word's DOCPROPERTY as a lookup table to map the state names to their abbreviations. Merge field code: { IF "{ DOCPROPERTY "DP_{ MERGEFIELD BillToContact.State }" }" <> "Error!*" "{ DOCPROPERTY "DP_{ MERGEFIELD BillToContact.State }" }" "{ MERGEFIELD BillToContact.State }" } IF conditionals are needed in order to ensure that you won’t have any messages showing: “Error! Unknown document property name.” Instead, the non-two-letter BillToContact.State will be displayed. For DOCPROPERTIES, go to: File > Properties > Custom

fredkao · ‎08-04-2016

I'd present the user with a UI (drag & drop) to order and prioritize the products and/or rate plans. Then, internally, each product rate plan is assigned a number to be used in enforcing the relationship.

fredkao · ‎08-04-2016

Create a new amendment type of "Upgrade" or "Downgrade" that combines a Remove Product and New Product amendment. This would be more convenient than trying to figure out if the two amendments (Remove + New) are related and what direction (Up or Down) the change is going. Currently, we use delta MRR to see if it's an upgrade (positive MRR) or downgrade (negative MRR). But there are some cases where the delta MRR is 0, but from a product standpoint, it may be an upgrade or downgrade. Thanks for reading!

fredkao · ‎08-04-2016

Create a new amendment type of "Upgrade" or "Downgrade" that combines a Remove Product and New Product amendment. This would be more convenient than trying to figure out if the two amendments (Remove + New) are related and what direction (Up or Down) the change is going. Currently, we use delta MRR to see if it's an upgrade (positive MRR) or downgrade (negative MRR). But there are some cases where the delta MRR is 0, but from a product standpoint, it may be an upgrade or downgrade. Thanks for reading!

fredkao · ‎08-04-2016

My suggestion: 2 amendments needed. 1. New Product amendment for the one-time charge of $100. 2. Update Product amendment to change the quantity to 400. Assuming the unit price is $1, then they would get charged $400 per year.

fredkao · ‎08-04-2016

We've done a similiar VisualForce solution, brining in Invoice Items and Adjustments. (screenshot #1). Also, we have a service that brings over invoice items into Salesforce, which allows reporting, something that isn't possible with the VF solution. (ss #2). Screenshot #1. Dynamic VisualForce component to show invoice items with subscription number on the invoice page. SS #2: Invoice Items in Salesforce that show the Subscription Number

fredkao · ‎08-04-2016

We built a service that automatically updates custom fields on the invoice item with the corresponding rate plan charge. PM me if you are interested it using it. Fred

fredkao · ‎08-04-2016

Sherri, On all of our Subscription reports or Subscription object in Salesforce, we add a formula called "Term Status" that shows: "In Term" if todays date is before the subscription end date Or "Out of Term" if today's date is after the subscription end date.

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