Community - About christopherduke

christopherduke · ‎07-27-2020

bump

christopherduke · ‎04-19-2019

Within a Report—Account ID, Account Number, Account Created By ID, Order Created By ID, Subscription ID, and Subscription Name are all hyperlinks to their respective record. To be consistent, Order ID and Order Number should be hyperlinks as well.

christopherduke · ‎04-18-2019

@jaltman—Do you mean within the Zuora UI?

christopherduke · ‎03-28-2019

In one case we deleted the invoice, had Zuora Support apply a "data fix" to unlock the charge segment, and deleted the order containing the cancellation. The other case was messier where we had a user attempt to correct their data entry error (incorrect cancellation effective date in the future) by creating subsequent orders on top (creating new subscriptions). Because there was a credit card payment applied to the resulting invoice we were unable to delete the invoice or the orders. We cancelled the additional subscriptions effective on their respective start dates (completely negating them) and are now waiting for the originally-cancelled subscription to lapse where a new future-dated subscription we created will pick up. We were lucky that other than the cancellation date, the original subscription was correct and that our downstream systems still provision the appropriate products. Unsure how we'd process any type of subscription change for this account in the meantime though, crossing our fingers that none are needed.

christopherduke · ‎03-27-2019

We've backed ourselves into a corner once or twice also w/ the limitations around cancelled subscriptions.

christopherduke · ‎02-21-2019

@senorstanley @hamad — Implemented! "Do bill runs for multiple accounts"

christopherduke · ‎02-05-2019

@trevorvogt—While the Account is populated with the old company name, kick off a Bill Run with "Recurring" (and "One time", if applicable) unchecked in the "Filter Charges" section—This should produce an invoice for Usage only. After posting that invoice, update Account with new company name, run new Bill Run—The resulting invoice should pick up the recurring charge(s) and have the new co. name. If you don't want to go through this dance I would consider just downloading the Word version of the invoice and editing manually.

christopherduke · ‎01-24-2019

@EdPolo—How about also cancelling the Billing Account to prevent the negative invoice from generating?

christopherduke · ‎01-22-2019

When attempting to delete an Order that is not the most recent on an account the error message reads "You can only undo the last amendment." Pretty trivial to me that it says "amendment" instead of "Order" but may be more confusing for new users who are not familiar with the old subscription/amendment framework.

christopherduke · ‎01-14-2019

Marked as Under Consideration back in Mar-2016 here, https://community.zuora.com/t5/Billing-Payment-Ideas/Send-notifications-as-multipart-e-mails/idi-p/6214

christopherduke · ‎01-14-2019

Hey Kevin — It's not clear in the UI but back in July they implemented this: The Orders feature has now been enhanced to respect the following Subscription permissions: Manage Subscriptions/Amendments: If a user role is not granted with the permission, the user cannot create any order or order action. Delete Subscriptions/Amendments: If a user role is not granted with the permission, the user cannot delete any order.

christopherduke · ‎01-11-2019

Hey @chris—Is this still in the works? As of today RPCTier only rolls up as far as Subscription in both Reporting and Data Sources:

christopherduke · ‎01-11-2019

Marked as Coming Soon back in May 2017: https://community.zuora.com/t5/Reporting-Ideas/Link-Rate-Plan-Charge-Tier-and-Account-tables/idi-p/16906

christopherduke · ‎01-11-2019

When viewing a Detail Report, should be able to switch to the Summary version of the same report with one click (and the reverse, switch from Summary to Detail with a single click). Currently to switch from one to the other you must either: a) click Edit Report, click to switch view, click Save Report & Run –or– b) click back in your browser, re-navigate through your folders to locate the report, click to run the report again with the desired view selected a) I hate because of the anxiety brought on by being forced to click Save again on a report that I haven't intended to edit b) is just maddening and it should be obvious why

christopherduke · ‎01-11-2019

All saved reports display a "Run Detail Report" button — It would be great to be able to choose, on individual reports, whether the button displays "Run Detail Report" or "Run Summary Report". Found that I typically build a report with just one of the two view options in mind and while I can usually remember which view is appropriate for each report, sharing reports (and creating documentation) is more difficult than it need be – I not only have to provide the path (folderName>folderName>reportName) because there is no unique URL, but I have to indicate which of the two views to use. I would suggest that we be able to build a report that only has a Summary view or only a Detailed view, but I imagine that's a larger ask.

christopherduke · ‎12-20-2018

As a Zuora admin, would like for my users to be able to preview Orders without needing to grant them "Post Invoices" permission, so that we can maintain our internal controls.

christopherduke · ‎09-05-2018

@kcavanaugh – Finally got it! Zuora Release 231 What’s New, August 2018

christopherduke · ‎05-17-2018

How is everyone working around this? Calculating your own? Change in processes so that CMRR = Today's MRR? Piping it in from somewhere else?

christopherduke · ‎08-18-2017

Thank you, @Rolando - Are there plans to fix the help text?

christopherduke · ‎07-04-2017

Similar to this idea, it would be helpful to have additional options for the "Payment Method Expiration" notification. For example: Don't trigger on cancelled billing accounts Don't trigger on closed payment methods

christopherduke · ‎08-15-2016

Voted - thank you, @Lana!

christopherduke · ‎08-15-2016

Looks great but disappointed that I can't CMD-click any of the new menu items to open them in a new tab

christopherduke · ‎08-01-2016

+1 "need this report to be based on contract effective dates and not amendment [created] dates."

christopherduke · ‎07-28-2016

Hi @Lei - Do you have a rough timeline for this upcoming "billing profile" functionality? Is there any documentation yet? Thank you in advance!

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Re: Link Rate Plan Charge Tier and Account tables

Hyperlink to Order in Reports

Re: Automatically recognize credit card type

Re: Update a Product on Subscription with a Future-dated Remove with Orders enabled

Re: Update a Product on Subscription with a Future-dated Remove with Orders enabled

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Legacy Text in Orders Error Message

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Re: Link Rate Plan Charge Tier and Account tables

Re: Rate Plan Charge Tier Datasource

One Click to Switch Between Detail & Summary View of a Report

Ability to Default a Report to Summary Instead of Detail View

Ability to Preview Order w/o "Post Invoices" Permission

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