About Daniel_L

Daniel_L · ‎09-04-2018

Hi Nigel, This issue should now be resolved. Please let us know if you have any further issues. Thanks once again for bringing this to our attention! Daniel.

Daniel_L · ‎08-29-2018

Hi cjamerson, Sincere apologies for the frustration and overall delay you have experienced in this instance. Your issue is currently being investigated by our Notifications Subject Matter Expert with utmost priority. An update has been provided within the ticket, which will be used for correspondence going forward. Regards, Daniel Global Support Manager

Daniel_L · ‎09-20-2017

Hi @nitinjain, We have an existing Community article which I believe answers your query: https://community.zuora.com/t5/Billing-Payments/What-would-the-Invoice-Period-be-in-February/td-p/2254 Please let us know if you have any further queries. Thanks

Daniel_L · ‎09-14-2017

Please try assigning the "Zuora Quotes End User" Permission Set to a User with the Profile in question.

Daniel_L · ‎09-14-2017

New product selector page is not visible to specific profile but visible to other profiles?

Daniel_L · ‎09-14-2017

Hi Team, With regards to Orders Generation for Subscriptions and Amendments, currently it is only possible to Retrieve Order Metrics via REST API or via data sources through Export ZOQL queries. Would it be possible to Retrieve Order Metrics via Zuora UI, i.e. via Data Source Export or Reporting? Thanks.

Daniel_L · ‎09-12-2017

As per the following Knowledge Center article, Prices are always stored in subscription rate plan charge tiers even when the charge model isn't tiered pricing. You can query for Price from a RatePlanCharge object unless the charge model is volume or tiered pricing. If the charged model is volume or tiered pricing, then you need to query for Price from the relevant RatePlanChargeTier.

Daniel_L · ‎08-22-2017

This behaviour is per the current design. It does not display Discount Fields conditionally based on the Charge Type. If you feel that this would be beneficial and would like to convey this to our product team, I would recommend submitting a request under our ‘Product Ideas’ section. You can post your feature request and solicit direct input from the Product Management Team.

Daniel_L · ‎08-11-2017

The Trigger Condition for this Charge is 'Service Activation Date'. From the Quote we can see that 'Service Activation Date' = 02/08/2017 However, the Billing Day for this Charge is 'Default from Customer Account' which is the 1st of the month; Therefore the first full annual service period will be from 01/09/2017 - 31/08/2018 meaning there is a prorated charge for the initial service period of 02/08/2017 - 31/08/2017. Prorated Charge: 02/08/2017 - 31/08/2017 = (588/365 days) * 30 days = 48.32876712328767 Annual Charge: 01/09/2017 - 31/08/2018 = (49*12) = 588 Total: 48.32876712328767 + 588 = 636.3287671232877 This is why the sub-total is greater than your expectation of 588€ (49*12)

Daniel_L · ‎08-09-2017

This issue has now been resolved, please see the following for details; https://trust.zuora.com/incidents/btf6v2l0p8xd

Daniel_L · ‎08-02-2017

Hi Carine, I have noted that you have also created a Support ticket regarding this query. Please see the response provided in this ticket for details. Regards

Daniel_L · ‎06-01-2017

In this instance the Amendment Quote Template merge fields being used to display the 'Total Price' and 'Total' values are as follows: We can see in the Charge Summary table the <<ChargeSummary.TotalPrice>> merge field is being used to display 'Total Price'. This value is the Total Price at the Charge level for the specific Charge. Whereas for the 'Total' value the <<Quote.Previewed_Total>> merge field is being used. This is the Total Value at the Quote level. Quote.Previewed_Total is the quote total for the specified billing periods, including discount charges and taxes. This is calculated based on the 'Calculate Quote Metrics Through' setting (Number of Billing Periods or End of Term). See the following Knowledge Center article for details; Quote Metrics The ChargeSummary.TotalPrice represents the Total amount of each charge, it is basically Quantity * Price. For your reference I have included the following Knowledge Center articles: Charge Summary Merge Fields Quote Merge Fields An alternative approach would be to use the QuoteRatePlanCharge table (with QuoteRatePlanCharge merge fields) instead of ChargeSummary ones; Quote Rate Plan Charge Merge Fields The sum of <<QuoteRatePlanCharge.zqu__Billingtotal__c>> will equal <<Quote.Previewed_Total>>

Daniel_L · ‎06-01-2017

In our Amendment Quote PDF's, why doesn't the sum of the the individual Charge Totals equal the overall Total?

Daniel_L · ‎06-01-2017

Please review the 'Price Change on Subscription Renewal' configuration within the Subscription Charge in question. This can be set to any one of the following, with options 2 & 3 resulting in price changes upon Subscription Renewal: No Change Percentage Increase of X% Use Latest Product Catalog Pricing Please see the following Knowledge Center reference for more details; Automated Price Change (Uplift) for Renewed Subscriptions

Daniel_L · ‎06-01-2017

Following Subscription renewal amendment the Price within Subscription Charge has changed from 100 to 150. Can you please let us know why? Shouldn't there be another amendment changing the charge Price?

Daniel_L · ‎05-17-2017

Please try the following work-around in order update your Invoice Templates to 'Uses New Invoice File Generation Service': In your Zuora tenant go to; Settings > Billing > Manage Billing Document Configuration Click on the Invoice Template name in order to download the current invoice template document. Click on 'edit' for the same Invoice Template. Click on 'Chose File' and selected the invoice template document downloaded in step 1 above. Click 'save', The Invoice Template in question should now have a green check mark indicating that it 'Uses New Invoice File Generation Service' You can repeat the process above for the each of the required Invoice Templates.

Daniel_L · ‎05-17-2017

I have followed the instructions to Upgrade to New Invoice File Generation Service but we do not have the option to use the new service when adding / amending the template.

Daniel_L · ‎05-15-2017

Please see the following Knowledge Center article for details regarding Sync Salesforce Products to Zuora. To manage your product catalog in Salesforce, you need to enable the Bundling. Please review the following KC article regarding how to Enable Bundling in Zuora Quotes.

Daniel_L · ‎05-15-2017

I cannot carry out a Product Catalog Sync, I have noted the following error within the Product Catalog Sync tab: Product Catalog Sync cannot be executed from Salesforce as customer does not have CPQ enabled

Daniel_L · ‎05-07-2017

You can configure your Invoice Templates so that they do not display zero value invoice line items In the Zuora UI, go to Settings > Billing > Manage Billing Document Configuration. Click on 'Edit' for the Invoice Template in question and then check the checkbox, 'Do not display zero value invoice line items'.

Daniel_L · ‎05-07-2017

How do I ensure zero value invoice line items are not displayed within Invoices

Daniel_L · ‎05-07-2017

1. Yes, you will need to set the 'Order Type' to 'OwnerTransfer'. It requires a valid account number for the new owner's account. Note that there is no space in 'OwnerTransfer'. Please see the following Knowledge Center article for details; Create Amendments through Mass Order Entry 2. The new account number should be placed in 'Destination Account Number' and/or 'Destination Invoice Account Number'.

Daniel_L · ‎05-07-2017

1. Is it possible to perform an Owner Transfer Amendment via Mass Order Entry? 2. What field should I place the new account number in?

Daniel_L · ‎05-07-2017

Is 'Invoice Delivery Preferences' for the invoiced Customer Accounts set to 'Email'? If you select 'Email' in the 'Invoice Delivery Preferences' field for a customer, the customer can receive an invoice if it is emailed from a bill run or emailed from the invoice details page. See the following Knowledge Center article for more details; Email Delivery

Daniel_L · ‎05-07-2017

Wiithin Bill Run BR-0000XXXX when I click more > Email Invoices the following message appears: “Based on the invoice delivery preferences for these Customer Accounts and the email option for $0 invoices in your tenant settings, 0 invoices will qualify for the email notification.”

Daniel_L · ‎05-05-2017

Unfortunately, as per the Knowledge Center article in question, Invoice Adjustment has been deprecated. Zuora recommends that you use the Invoice Item Adjustment to adjust invoices. Also, please note in the future we will be releasing Advanced AR Settlement features which will provide a broad set of new capabilities in billing and AR settlement. One such capability will be Credit/Debit Memos which will be the new mechanism used for adjusting invoice balances.

Daniel_L · ‎05-04-2017

The issue here is that when entering the New Quote Template ID, the ID value has been incorrectly prefixed with ID: as can be seen in the Screenshots below. To resolve, you will need to edit the Quote Templates in question to remove the ID: prefix. I.e. the ID should be simialr to the following, 2c92a0fc5bb40fd4015bcb6cc2e764db

Daniel_L · ‎05-04-2017

We just uploaded a new Quote Template in Zuora and then in SFDC. SFDC error message was as follows: com.zuora.sync.sfdc.quote.MailMergeMessagedException: Quote Template not found. Please contact your Zuora System Administrator to configure your default Quote Template. (templateId: ID: 2c92a0dc5bn40gd4015bcb6cc2e764db)

Daniel_L · ‎05-02-2017

In order to de-acivate the 'New Subscription Created' Notification please go to: Settings > Billing > Setup Profiles, Notifications and Email Templates. From here you can then click Edit for the Notification in question and then un-check the 'Active' checkbox.

Daniel_L · ‎05-02-2017

How to disable the Notification emails when we create a New Subscription?

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