Community - About mpastore

mpastore · ‎01-16-2018

@AmyLy in what ways willl contract effective date will change the billing. I did a subscription amendment test and contractive effective was required to be entered. However, I wanted to keep the original contractive effective date but Zuora did not allow me to enter the original date because overage invoices were already generated after the orignal date. My main goal is to moved from evergreen to termed without disturbing the bill cycle. I want to keep the orignal term and contract date. Hence keep the monthly overag billing and have the subscription auto renew on the orignal date. Example Term / Contract date on 12/15/2017 Overage Invoice Cretaed on 1/16/2018. Then did an amendment from evergreen to termed wiht auto renew Term date is still 12/15/2017 Contract effective date requires me to input after Invoice date(1/16/2018) When will my renewal invoice happen? On 12/15/2018 or 1/16/2019?

mpastore · ‎01-10-2018

Thanks for the respone Amy. Those are all good points to consider. i'm going to test in sandbox and keep you posted.

mpastore · ‎01-09-2018

I want to check wth the forum members if anyone had ever converted subscription term type. I have requirement to mass update 1000s of accounts from evegreen to termed auto renew. It's not feasible to convert one by one. Has anyone tried to via RMB connect? And if there are any gotcha's I need to be aware of? I'm going to be testing on my end but wanted to know things to look out for while testing.

mpastore · ‎09-28-2017

What is the recommended solution. Start date is uneditable for me.

mpastore · ‎08-09-2017

Any updates on this issue?

mpastore · ‎06-09-2017

Since CBA's cannot be sync NS, is it possible to convert a credit balance to a IIA or negative invoice. I need the credit balance capture in my NS since it's my GL book system of record. A little background is if I get an overpayment from a customer, the remaing balance is transferred to CBA > credit balance. Is there a workaround to put the remaing balance to an object that can sync example, IIA or negative Invoice?

mpastore · ‎06-09-2017

Has there been any updates to this request. I have a similar issue @chrisSwanson is facing. I have differet payment mehtod to different banks. I need the ability to add/rename payment methods and mapped them to the correct accounting code.

mpastore · ‎06-02-2017

@Lana where do I access the mobile app?

mpastore · ‎05-30-2017

@keenan any upddates on the ETA?

mpastore · ‎05-25-2017

@Lana thanks for the update.

mpastore · ‎05-25-2017

@feisley I mean add a custom field on the subscription and invoice UI. Then enter the value on the subscription and have it passed to all related invoices.

mpastore · ‎05-25-2017

@feisley how about on the UI? I need it on the UI so I can report of it. Any suggestions?

mpastore · ‎05-24-2017

@AmyLy, its the later comment. I'm looking to have the value to be inhereited from the subscription to all related invoices.

mpastore · ‎05-24-2017

I have a requirment to create a custom field on the subscription. Is it feasible to automatically pass the custom field value from the subscrtption to the invoice?

mpastore · ‎05-17-2017

I checked but I didn't see anything. I'll wait for your response back.

mpastore · ‎05-17-2017

@Lana, do we have to registered for break out sessions or advanced trainsing sessions. If yes, where do I go?

mpastore · ‎04-11-2017

On the account record, there is a metric called "Last Invoiced" Is there metric for next invoice date or a way to query next invoice date. Also, is there a way to drill in the last invoice date. I want to know last invoice date for which subscription. Again, is there a metric or a way to query for last invoice date.

mpastore · ‎03-23-2017

I generate invoices via bill runs. In Zuora Connect, can set to ignore be automate per my requirments. Posting to netsuite is daily so a manual mass update is not scalable for me.

mpastore · ‎03-22-2017

Is there a global setting that will be applied accross the board instead of individuale transactional level? I generate 100+ $0 invoices per month.

mpastore · ‎03-22-2017

My bussiness has generates a high volume of invoices each month. $0 invoices due to usage is causing lots of noised for reconciliatin between the two systems. I would like the an option to supress $0 invoices posting to Netsuite.

mpastore · ‎03-17-2017

Thanks @dDoyeli. Can you explain how you " fixed the error condition". I have the same issue in my api sandbox account. I would like to try resolve on my own.

mpastore · ‎03-14-2017

I ran into a scenario where the invoices for a bill run was unintentioanlly updated and posted. Example, I created a bill run with a tagret date as of 2/28/17. Kept the the Bill Run / Invoices in draft status. Next I exported the invoices and did a analysis on how much billings was expected for Feb. Keep in mind Bill Run / Invoices are still in "Draft" status. Then I created a second bill run with a target date as of 3/31/17. Followed the same steps as previous bill run, export and kept in draft status. I did noticed that 3/31 bill run included Feb and Mar. Which is fine since Feb never posted. Lastly, I posted the 2/28 bill run. After I posted, I noticed the service period invoiced was appended with March billing. All the invoices in my 2/28 bill run was updated to include Feb and March service billings. If I look into the invoice details it shows that it's assoicated to 2/28 and 3/31 bill run. This is misleading beause I specified the target date to be as of 2/28/17. My expectation is that the invoices in the 2/28 bill run should be locked and only show Feb service periods. I understand this is the how the system was desinged. I learned to never keep two bill runs of the same batch in draft status. However, can this designed be reviewed for future releases.

mpastore · ‎03-14-2017

I sent you a pm.

mpastore · ‎03-14-2017

@doyeli I did a clean up and product sync. But now I don't see any product catalogs, rate plan, rate charges in sfdc. Any ideas?

mpastore · ‎03-13-2017

Here is the first screen shot.

mpastore · ‎03-10-2017

I get this message when I try to send to quote to zuora. However my periods are open. Any ideas?

mpastore · ‎03-10-2017

I ran the query and only 1 row returned. I did notice that zqu__ZuoraId was pointing to my services account number. I updated it to my sandbox tenant id. Then ran my sync. In sfdc I see my services product catalog and sandbox catalog. Any suggestions how to remove services catalog? Also, do you see any side effects updating zqu__ZuoraId from zqu__BillingEntity__c ?

mpastore · ‎03-10-2017

I'm unable to do a Product Cataglo sync to Sfdc. I'm getting the message below. CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY:zqu.BillingEntityTrigger: execution of AfterInsert\n\ncaused by: System.DmlException: Insert failed. First exception on row 0; first error: FIELD_INTEGRITY_EXCEPTION, There is already an item in this list with the name CallidusCloud: Name: [Name]\n\n(zqu)\n\n This is happeing in my sandbox Z account to sandbox sfdc. Previously, I had services Z account linked to sandbox sfdc. After I made the connection change and do a product sync I get the message. SFDC still shows the product catalog assoicated to the Z services account.

mpastore · ‎12-16-2016

I want to inquire if it's feasible to have a dynamic real time sync with Avalara. The following are my requirements for a dynamic real time sync. 1. When an invoice is deleted in Zuora, the related transaction in Avalara should be deleted. 2. When the ship to address on the Account is modified, the open invoices should call out to Avalara for updated tax calculation. Currently, an Avalara call out is being made once after the bill run is posted. Any changes made after the bill run post does not reflect back to Avalara. Not having a real time sync is causing reconciliation problems between Zuora and and Avalara. My Netsuite and Avalara integrations follows a real time sync. If the invoice was deleted or the shipping information was changed, then the changes are communicated back to Avalara. Has anyone experience the same issue? Any workarounds are much appreciated.

mpastore · ‎11-09-2016

Amy, Where can I find this setting? Is there documentation what this is setting will do when enabled/disabled?

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