About christopherduke

christopherduke

@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

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

christopherduke

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 · ‎08-16-2018

christopherduke · ‎08-16-2018

@nathanc – I think you may have replied to this on the other thread but the behavior elsewhere in Zuora is that you can at least paste in a number containing commas and it will be automatically converted (vid attached). Being able to see the commas after the paste or as we type them would be an enhancement, yes. Otherwise we're counting at our desk 1-2-3-4-5-6-7-8-9 zeros as we type them in

christopherduke · ‎08-16-2018

Monetary figures are displayed with comma thousands separators and two decimals everywhere else in Zuora. Also aligned to the right everywhere except maybe Key Metrics on the Billing Account.

christopherduke · ‎08-15-2018

Actually looks like it was a fluke that the unit prices aligned in my first screenshot. Would love it if these aligned on the decimal point as I thought they were originally.

christopherduke · ‎08-15-2018

As an individual entering Orders in Zuora I would like the number formatting and alignment on the preview screen to be modified so that I can quickly validate that all figures have been entered correctly prior to activating the Order. use comma thousands separator for all numbers (unit price, qty, subtotal column, subtotal row, discount, tax, & total) always display two decimals for monetary figures (unit price, subtotal column, subtotal row, discount, tax, & total) align qty and subtotal columns to the right align totals section to the right

christopherduke · ‎08-15-2018

Our Orders often involve large quantities – hundreds of millions, tens of billions, etc. – so we are frequently typing/pasting in quantity values with commas. Orders rejects these inputs with a "Not a number" error. I understand there may be some internationalization challenges but we'd benefit greatly from an order entry standpoint if these were recognized as numbers. It is very difficult to distinguish between 200000000 and 2000000000 onscreen.

christopherduke · ‎08-07-2018

For both the 'Update Product' and 'Update Terms and Conditions' Order Action types it would be helpful to see (or have the option to see) the original versus new values (i.e. what was actually updated). To get this info today I am opening the previous and new versions of the subscription in their own tabs and flipping back and forth between the two.

christopherduke · ‎08-03-2018

Would be very helpful to have both Created Datetime and Created-By Email displayed on Orders (as we have for billing accounts and subscriptions) Having datetime with hour, minute, and second is useful for troubleshooting – Going back and stringing together the series of events that happened on an account. I would primarily use the created-by email to determine if an Order was created by an individual or an API user (customer self-serviced or quote was pushed from sfdc). I know I can get this from viewing the resulting next subscription version but would still like it on the actual Order page.

christopherduke · ‎08-01-2018

Orders allows you to add multiple rate plans at the same time when creating a new subscription – – but when modifying an existing subscription and adding products, you must click continue before being given the option to add another – as described here in Step 10: https://knowledgecenter.zuora.com/BC_Subscription_Management/Orders/AC_Orders_Tutorials/A_Add_a_Product_to_a_Subscription I imagine this has something to do with each added product having its own Order Action vs the single Create-Subscription Action but would be nice if it behaved the same way. Being able to add multiple rate plans at the same time (at least when they have the same contract effective date) in a modify-existing-sub. order would save clicks and help the user ensure they've added the appropriate rate plans the first time. If the above isn't possible (or not desirable for reasons I'm not thinking of), I think the "Added Products" counter in the bottom right corner could be improved. In a modify-existing-sub. order it resets to zero every time you click "Add Product" again which was confusing until I learned to just trust that I had actually added the previous product(s). Again, I understand that this may be thought of as number of added products per Action not Order, but in that case it might be removed entirely for modify-subscription Orders as it will only ever display as zero or one.

christopherduke · ‎07-30-2018

List of all Order Actions (all, up to a reasonable count – say 5, 10?) and their respective Contract Effective Dates Created date/time Created by email I could take or leave the contract effective dates because for certain actions it's less applicable – e.g. on a cancel-subscription I care more about the cancellation date. Thank you, @nathanc!

christopherduke · ‎07-26-2018

When viewing a subscription and hovering over an order number, the Type is always displayed as "Composite", even when that order consists of only a single action (e.g. renew subscription). Perfect world we could see more detail on mouseover.

christopherduke · ‎07-26-2018

Date fields in Orders UI are validated differently than elsewhere in Zuora. Orders requires typing in each forward slash whereas I'm accustomed to being able to type "10312018". Orders also converts "10/31/18" to "10/31/1918" – which is unfortunate. related post for non-Orders Zuora: https://community.zuora.com/t5/Subscriptions-Ideas/Fix-date-entry/idi-p/9842#

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 · ‎06-23-2017

Would be helpful to be able to preview an email template using actual data, similar to the functionality that exists when adding a new invoice template. Mostly struggling with the aesthetics as it is hard to see past the angle brackets and merge fields. Also difficult to know how something like <MergeTable.PastDueInvoice> will display.

christopherduke · ‎06-20-2017

Ability to change date format of merge fields in email templates. Currently displays as mm/dd/yyyy which can be confusing for international customers.

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

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