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vu_phan

If you want to include charges that have been removed with a future date but are still active as of today date, you can use the filters below.

vu_phan · ‎01-04-2019

Another workaround is to split your password into two phrases and enter them into Password and Security Token fields, respectively. For example, let's say your password is 'Welcome2019'. You can set Password = 'Welcome' and Security Token = '2019' (or any two combinations that make up 'Welcome2019').

vu_phan · ‎08-08-2018

Hi, Look like Salesforce has removed those forums so I removed them from my previous post as well. You can use API to one-time charge to Zuora as a workaround.

vu_phan · ‎05-24-2018

By design, field name is sensitive, and in this case price is incorrect. It should be Price (with a capital 'P'). The same applies to other fields with the issue. The correct ones should look like below. "RatePlanCharge": { "ProductRatePlanChargeId": "2c92c0f860584120016066b5eabcdefg", "TriggerDate": "2018-04-26", "TriggerEvent": "ServiceActivation", "EndDateCondition": "SpecificEndDate", "SpecificEndDate": "2019-04-25", "Price": 538, "Quantity":1 } For all available objects, fields, and field values, please check out this article. https://knowledgecenter.zuora.com/DC_Developers/G_SOAP_API/E1_SOAP_API_Object_Reference

vu_phan · ‎05-24-2018

When creating a new subscription using a subscribe() call, I try to overwrite the charge's price and some other fields. Here is the REQUEST of our call. { "subscribes": [ { "Account": { "Id": "2c92c0fa63003d28016302a941234567" }, "SubscribeOptions": { "GenerateInvoice": false, "ProcessPayments": false }, "SubscriptionData": { "RatePlanData": [ { "RatePlan": { "ProductRatePlanId": "2c92c0f8605841e4016066b431012345" }, "RatePlanChargeData": [ { "RatePlanCharge": { "ProductRatePlanChargeId": "2c92c0f860584120016066b5eabcdefg", "triggerDate": "2018-04-26", "triggerEvent": "ServiceActivation", "endDateCondition": "SpecificEndDate", "specificEndDate": "2019-04-25", "price": 538, "quantity":1 } } ] } ], "Subscription": { "AutoRenew": false, "InitialTerm": 12, "RenewalTerm": 3, "TermStartDate": "2017-01-01", "TermType": "TERMED" } } } ] } For some reason, the price is not changed and the new subscription has the default price from the Product Catalog instead. Other fields (ie., triggerDate, triggerEvent, endDateCondition, specificEndDate, and quantity) are not overwritten either. Can someone point out what could be the issues with my call?

vu_phan · ‎02-16-2018

@km As mentioned in my previous post, you can assign the template that you want to test to the quote's Quote Template field and then generate a quote PDF. Another option is to not set any quote template as the default template and leave the quote's Quote Template field blank. When you click on the quote's Generate PDF button, it will list all available quote templates and you can select the one you want to test.

vu_phan · ‎02-16-2018

Hi @km, You can go to your test quote and set Quote Template field to your new template. You can then generate a quote PDF which should be produced based on the template.

vu_phan · ‎02-09-2018

@anymoto I tested your query with a similar filter (with a space) and it worked fine. I recommend that you reached out to Zuora Support for further help.

vu_phan · ‎01-12-2018

@alexanderdemes This email is a part of the tenant creation so we cannot remove it. An admin should be able to take over the login by changing its email to his or her.

vu_phan · ‎01-08-2018

Hi @abdallahalhakim, Your API call attempted to collect a payment by default. By design, non-electronic payment method is not supported for creating a payment in a create account call. You can avoid the issue by setting collect field to false (if not passed, the default value is true) in your calll's payload.

vu_phan · ‎12-28-2017

You can pass batchSize field in conf section in the request payload. Here is an example. curl -X POST -H "apiAccessKeyId: my_username" -H "apiSecretAccessKey: my_password" -H "Content-Type: application/json" -d '{ "queryString": "select Id from Account", "conf": { "batchSize": "50" } }' "https://rest.zuora.com/v1/action/query"

vu_phan · ‎12-28-2017

By default Query returns 2,000 records. Using REST API, how do I define a smaller batch size (e.g, 50 records) per query and use QueryMore to get the rest?

vu_phan · ‎12-28-2017

Hi @KingArsene, You can pass your Zuora credentials in the header in two different ways. Use a security token Pass apiAccessKeyId and apiSecretAccessKey (please see the picture below as an example) Here are some references to get subscriptions for an account. Get subscriptions by account Query Please visit our Developer Center for more details on available REST API calls.

vu_phan · ‎10-27-2017

Hi @hdeschamps, You can do so by setting a subscription with a 12-month Initial Term and rate plans that have monthly charges. The subscription will be invoiced monthly for 12 months.

vu_phan · ‎09-29-2017

Hi @hdeschamps, Yes, you can change tiers as well. In my previous screen shot, List Price column was highlighted to show that Price is editable. You can change From and To fields to adjust the number of users for each tier according.

vu_phan · ‎09-29-2017

Hi @hdeschamps, You should be able to edit the Price of each tier when adding the rate plan to a subscription or making an amendment. This can also be done via API and Zuora Quotes in Salesforce.

vu_phan · ‎09-14-2017

Hi @erikvm, One of the options is to use a Flat-fee discount charge. You can add a $30 discount that lasts for 3 months.

vu_phan · ‎09-07-2017

Hi @Dan_Jones Per your suggestion, you can set the rate plan's Effective Start Date and Effective End Date to a date in the past and run a Product Catalog Sync. The rate plan will not show up in new quotes. For existing subscriptions the rate plan will still be invoiced.

vu_phan · ‎09-05-2017

Hi @smalanki, Currently, you can create multiple subscriptions under an existing account using subscribe() call. Here is a sample template. POST https://rest.zuora.com/v1/action/subscribe { "subscribes":[ { "Account":{ "Id":"2c92a0fb3929bf1a01392adf9e980929" }, "PreviewOptions":{ "EnablePreviewMode":false, "NumberOfPeriods":3 }, "SubscribeOptions":{ "GenerateInvoice":false, "ProcessPayments":false, "SubscribeInvoiceProcessingOptions":{ } }, "SubscriptionData":{ "RatePlanData":[ { "RatePlan":{ "ProductRatePlanId":"4028e487343ac85101343f605cff1512" } }, { "RatePlan":{ "ProductRatePlanId":"2c92a0f94a37f8bc014a3f7244be7b7e" } } ], "Subscription":{ "AutoRenew":false, "ContractAcceptanceDate":"2017-10-20", "ContractEffectiveDate":"2017-10-20", "InitialTerm":12, "Notes":"this is notes", "RenewalTerm":12, "ServiceActivationDate":"2017-10-20", "TermStartDate":"2017-10-20", "TermType":"TERMED" } } }, { "Account":{ "Id":"2c92a0fb3929bf1a01392adf9e980929" }, "PreviewOptions":{ "EnablePreviewMode":false, "NumberOfPeriods":3 }, "SubscribeOptions":{ "GenerateInvoice":false, "ProcessPayments":false, "SubscribeInvoiceProcessingOptions":{ } }, "SubscriptionData":{ "RatePlanData":[ { "RatePlan":{ "ProductRatePlanId":"4028e487343ac85101343f605cff1512" } } ], "Subscription":{ "AutoRenew":false, "ContractAcceptanceDate":"2017-10-20", "ContractEffectiveDate":"2017-10-20", "InitialTerm":12, "Notes":"this is notes", "RenewalTerm":12, "ServiceActivationDate":"2017-10-20", "TermStartDate":"2017-10-20", "TermType":"TERMED" } } } ] } For a new account you would need to create two subscribe() calls. The first call is to create the account and the first subscription. Once you have the AccountId, you can pass it into the second subscribe() calls to create multiple subscriptions under this account.

vu_phan · ‎09-01-2017

This error usually occurs when the sync user (ie., Salesforce credentials that are used to connect Zuora to Salesforce) does not have access to Zuora 360 objects. Please make sure that the user's profile has Modify All access to all objects listed in this article and Edit Access to these objects' fields (if applicable).

vu_phan · ‎09-01-2017

Our Zuora 360 Sync fails due to the following error. Zuora 360 package Z-Commerce 360 is not found.com.zuora.sync.sfdc.exception.SfdcSyncException: Zuora 360 package Z-Commerce 360 is not found. at com.zuora.sync.sfdc.runner.SfdcSyncRunner.sync(SfdcSyncRunner.java:218) at com.zuora.sync.sfdc.action.SfdcSyncAction.execute(SfdcSyncAction.java:1015) at org.apache.struts.action.RequestProcessor.processActionPerform(RequestProcessor.java:431) at com.zuora.base.struts.SAIFRequestProcessor.processActionPerform(SAIFRequestProcessor.java:32) at org.ap Zuora 360 is installed in our org. Does anyone know what may cause the issue?

vu_phan · ‎09-01-2017

Hi @yamasaki1ma, We appreciate your finding. You can visit Zuora Support Portal to submit a case.

vu_phan · ‎08-23-2017

1) Temporary access - Depend on your Salesforce.com Edition, you can try one of the following steps. Go to Profile (Your name) > My Settings > Personal > Grant Account Login Access Choose option for Zuora, Inc Support. Click on Save button OR Go to Setup > My Personal Information > Grant Login Access Choose option for Zuora, Inc Support. Click on Save button 2) Salesforce.com Organization ID - In Salesforce please go to Setup -> Company Profile -> Company Information and locate Salesforce.com Organization ID field

vu_phan · ‎07-27-2017

https://developer.salesforce.com/page/Data_Loader

vu_phan · ‎07-27-2017

@sralph I recommend that you create a new product rate plan (PRP) / product rate plan charge (PRPC) with the new UOM instead of changing the UOM of the existing PRPC. The reason that it is not working may be because the existing PRPC is being used in quotes so it cannot be changed.

vu_phan · ‎07-20-2017

In order to enable Multi-Entity in Salesforce, the following conditions must be true. Zuora user defined under Zuora Quote Connection Settings must have access to ALL Zuora child entities which connect to the Salesforce org. In each child entities, Salesforce credentials under 360 Sync must belong the Salesforce org and they must be working. If either condition fails, it can prevent user from enabling Multi-Entity in Salesforce or disable Multi-Entity (which was enabled previously).

vu_phan · ‎07-20-2017

I recently enable Multi-Entity in my Zuora tenant, but "Enable Multi-Entity" option is not enabled in Salesforce after the overnight job sync. I manually ran zqu.RefreshCustomSettingSchedulable.refreshMultiEntityPermission(); script but Multi-Entity is still not enabled either. Does anyone know what can be the issue?

vu_phan · ‎07-11-2017

Here is another example of creating a draft subscription via REST / CRUD API. POST https://rest.zuora.com/v1/action/subscribe { "subscribes": [{ "Account": { "Id": "2c92a0fb4f2b5e17014f2d370646466d" }, "SubscribeOptions": { "GenerateInvoice": false, "ProcessPayments": false }, "SubscriptionData": { "Subscription": { "RenewalTerm": 12, "TermType": "TERMED", "IsInvoiceSeparate": false, "InitialTerm": 12, "AutoRenew": false }, "RatePlanData": [{ "RatePlan": { "ProductRatePlanId": "4028e487343ac85101343f605cff1512" }, "RatePlanChargeData": [{ "RatePlanCharge": { "ProductRatePlanChargeId": "4028e48833fd603f01343f60b822245b", "Price": "70" } }] }] } }] } Reference Subscribe

vu_phan · ‎06-29-2017

You can submit a case with Zuora Support using the bug report below. =================================================================== Title: [Bug] - <A short description of the bug. It should be a few words or a short sentence> Summary: A brief summary of the bug mostly in 60 words or below. Make sure your summary is reflecting what the problem is and where it is. Description: A detailed description of the bug. Use following fields for description field: Reproduce steps: Clearly mention the steps to reproduce the bug Expected result: How application should behave on the above mentioned steps Actual result: What is the actual result on running the above steps, i.e. the bug behavior URL: The page URL on which bug occurred Product: In which product you found this bug Version: The product version if any Component: These are the major sub modules of the product Platform: Mention the hardware platform where you found this bug. The various platforms like ‘PC’ or ‘MAC’, etc. Operating system: Mention all the operating systems where you found the bug. Operating systems like Windows or Mac OS. Mention the different OS versions also if applicable like Windows 7, Windows 10, MacOS Sierra Version 10.12.5, etc. Priority: When should the bug be fixed? Priority is generally set from P1 to P5. P1 as “fix the bug with highest priority” and P5 as ”Fix when time permits”. Severity: This describes the impact of the bug. Types of Severity: Blocker: No further testing work can be done Critical: Application crash, Loss of data Major: Major loss of function Minor: Minor loss of function Trivial: Some UI enhancements =================================================================== If your bug report is effective, it would be easier for Zuora Support / Engineering to identify the issue and fix it.

vu_phan · ‎06-21-2017

You can create a report with the following Select Subscription object Select Term End Date field Add a filter Subscription.Status = Active

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