@roymoore The important thing to remember here on syncing is that a Zuora Quote charge contains much more information than an Opportunity Product does. Therefore this lends itself best to a one-way sync. As @nathanc mentioned and @ccalhoun11 gave an example of, it is very easy to use a trigger to take the details from a quote a copy them to the Opportunity product line items. If you tried to sync from Opportunity Product to a quote, how would you chose which rate plan to go with? A couple things to think of: 1. If you have multiple quotes per opportunity which do you want to sync over (the latest edited?, a particular one?) Zuora usually copies the total from the most recent to the Opportunity. In our case we do this, but when a quote is booked (sent to z-billing) we then overwrite with its details. The upcoming "Primary Quote" flag in 7.3 will help out with this as well (awesome news @nathanc) 2. Which charge details do you want to collect on the opportunity product. In our case each of our products has 3 rate plans for monthly, annual, or prepaid billing options and then each rate plan has 4 charges: a platform fee that is recurring and 3 usage charges. In our case when we rollup the charge details to the rate plan and product we do so on the platform charge as it is most relevant to reporting and pricing. But all of this is specific to your business and how you have designed your catalog. 3. One idea that would be interesting for the Opportunity Product -> Quote "sync" is to use the default values plugin to grab the Opportunity Products from the Opportunity and auto add them to the quote based on some default assumptions. (For example you could have a "default" rate plan that gets selected). This might allow you the simplicity of quickly building a quote from an opportunity that just had the Opportunity Products and then you could always change the rate plan on the quote if necessary. After that, the quote would then drive the opportunity products and become the master record. Hope this gives you some good ideas on how best to move forward. Cheers, Jacob
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I dont believe RBM Connect has any utilities that perform that for SALESFORCE (since Salesforce has the Salesforce Data Loader, and maybe more advanced tools now that I am not aware of). RBM Connect does have a Product Catalog Utility to export and then upload back into the Zuora Product Catalog in ZUORA.
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This attribute defines the lifecycle of a Quote Charge. We have quite a few documents about the usage of this attribute.
Here are the docs:
Global method definition (also pointed out by Daniel - this is the definition of the global attribute groupType). The range of values are marked with "Life cycle indicator."
https://knowledgecenter.zuora. com/CA_Commerce/F_Development_ Resources/C_Component_Library/ C_Global_Classes/B_ zChargeGroup_Class
This is a more use-case driven doc about how to use zChargeGroup to add/update/delete products. It outlines how the groupType attribute value is being populated:
https://knowledgecenter.zuora. com/CA_Commerce/F_Development_ Resources/C_Component_Library/ G_Component_Library_Sample_ Code/B_Managing_Charges_with_ the_Product_Catalog/B_Use_the_ Product_Catalog_to_Add%2C_ Update%2C_and_Delete_Charges
This document was added with Quotes version 5.100 and earlier. It is no longer applicable to new Quotes app since 5.100, but the diagrams in this doc capture the lifecycle of products in a quote the best. I think this doc can be modified and merged into the new Component Library docs.
https://knowledgecenter.zuora. com/CA_Commerce/F_Development_ Resources/C_Component_Library/ G_Component_Library_Sample_ Code/B_Managing_Charges_with_ the_Product_Catalog
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Please provide technical documentation on how the zCharge class populates the LIST_PRICE property. Trying to figure this out by trial and error isn't working and isn't time efficient. I'm afraid I'm out of time trying to explain this and will have to report back to my stakeholders that once again, I can't make the changes they requested.
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