About mikemartin

mikemartin · ‎09-18-2019

I'd really love to see Zuora come up with a credit limit capability. For example, an account has a credit limit of $4,000, if a subscription's preview were to be attempted to be created in Zuora, that Zuora would tell the previewer or subscribe requestor that that could result in an invoice above the credit limit and thus reject the transaction unless the credit limit on the account is raised. Controls around raising of credit limits would be necessary. I appreciate that this would be complicated/impossible for arrears based charge models and usage models but would be a useful feature to have for recurring and one time charges. Was wondering if others have seen similar requirements in their world.

mikemartin · ‎09-18-2019

Hi folks, I'd love to have more than 2 event triggers in my labs experimental tenant. Want to model an object to set SequenceSets, Invoice and Comms templates from a custom object on account creation so we don't have to model those master settings outside the Zuora platform. Helps me seggregate responsibilities for Zuora billing settings to the billing platform (zuora) rather than from off-platform. Any ideas on how that can happen? Perhaps up the labs tenants to 4 events instead of 2, I note the labs ootb tenant have 2 triggers for orders but one can't add anymore, nor delete the ones labs provides to you. Much respect to Zuora for the labs tenants. They expose to developers Zuora features that would otherwise be burried in secrecy (probably not deliberately). Such things are useful to architects and developers so we can help guide our clients and companies as to the features that zuora provide and helps us to think differently about our integrations, even if such features in company sandboxes and production environments are chargeable in practice. Looks like Zuora are taking a leaf out of Salesforce's book.

mikemartin · ‎09-18-2019

Well done Zuora for getting this one out of the door for Cybersource. We'll kick the tyres in in our Greenfield project and let you know how we get on

mikemartin · ‎08-28-2019

Article says " Zuora is currently planning to enhance payment gateway integrations that support SCA through 3DS2 in advance of the September 14, 2019 , PSD2 deadline" It is now the 28th August 2019 and we haven't seen the feature. How is Zuora tracking to this date? When will the new functionality to support PSD2 be available in our sandboxes?

mikemartin · ‎08-01-2019

For me the impact is: Our Russian subsidiary uses Uniteller. If no Uniteller support then we can't roll out our digital transformation project in Russia.

mikemartin · ‎12-18-2018

A lot of UX designers are suggesting that it would be helpful to offer customers the ability to have a nickname for their payment methods. E.g. "My home AMEX card" (37**********1115) AMEX [primary] [delete] "backup card for emergencies" (41********1111) VISA [delete] "corporate card" (55*******4444) MC [delete] As such I'd like to request Zuora add one field (free text) to the Payment Method object where we can store such data.

mikemartin · ‎06-13-2018

As a Salesforce user who is providing support to a customer, I want to be able to see the credit memos we've previously raised for a customer. As a Salesforce user who is providing support to a customer, I want to be able to see the debit memos we've previously raised for a customer. This is so I can better service a customer and have the information visible to me in Salesforce reflecting the customer's current financial relationship with our company. These object could be added perhaps as part of Zuora's "Data Connect / Configurable Sync" developments?

mikemartin · ‎06-07-2018

So how would this work against a Usage charge model. For example Zuora’s own price model. As a charging company I want to charge a user X percent which could reduce on a tiered basis, based against the amount of value the client makes? I guess if the usage was dollar based and the dollar was a UOM on the Usage then that could work but wondering what Zuora’s own recommendation would be. Especially if the usages were fractional (beyond the two digit mark)

mikemartin · ‎05-15-2018

Please can Zuora support the Razorpay payment gateway as this gateway supports Indian acquiring banks.

mikemartin · ‎05-15-2018

Please can Zuora support the Uniteller payment gateway as this payment gateway supports some Russian acquiring banks.

mikemartin · ‎05-01-2018

Hi there, Which payment gateways does Zuora's hosted payment pages implementation support with 3d secure? I note that 3D Secure for Payment Pages 2.0 implies GlobalCollect is supported in Controlled Release. What about Cybersource and GMO Payments?

mikemartin · ‎03-22-2018

yup we could really do with this one - enterprises have more than 5,000 items for translating.

mikemartin · ‎03-15-2018

When using Zuora's LA billing translation capability it's not possible to delete translations once you've created them. We'd like to be able to delete a translation after having created one.

mikemartin · ‎01-03-2018

We use Zuora's Enhanced Invoice Numbering app from the connect store. This is to simulate multi-entity (because we can't move to multi-entity due to the significant re-engineering costs). So, if we enable the Credit Memo functionality, when we generate the credit memo doc, the line item that's associated to the invoice refers to the Invoice.InvoiceNumber of the associated invoice. Well the Invoice.InvoiceNumber isn't the actual invoice number because we're using the Invoice Numnbering app, instead the invoice number is Invoice.Invoice_Sequence_Number__c, so we need the credit memo line item to reference this field instead of Invoice.InvoiceNumber in order to generate a tax (hmrc and european) compliant credit memo. When will Zuora support the ability for us to reference an Invoice custom field in the credit memo template so we can generate legal credit memos for customers who are forced to use the Invoice Numbering app?

mikemartin · ‎11-30-2017

Interesting question. I can only think of why a company would want to run an ad-hoc Payment Run. An ad-hoc Bill Run might be necessary if for example, you don't have the Usage data collected in time before your scheduled Bill Run takes off. If that's the case then you can use Zuora's Bill Run API to create a bill run ad-hoc, avoiding the need for human interaction. E.g. As a business I need to collect all my usage data before running a bill run. Once usage data import is complete, then use my message bus (e.g. Mulesoft, WSO2, Talend and the likes) to trigger a call (SOAP or REST APIs) to Zuora to create the bill run. Now the Payment Run is another matter, and I've seen a ton of use cases around running payment runs that Zuora haven't yet addressed, but with Bill Runs, there's an API and you can deal via implementing whatever Biz Process you have.

mikemartin · ‎11-30-2017

Great question. In Zuora right now, there are some great settings under the Billing Settings option that (Define Numbering and SKU formats section) allow one to create sequences for multi-entity opcos but none from what I've seen that deal with the payments angle, which also matters when being audited, along with credit memos (taken care of by Zuora), but also Refunds (also probably a gap). Interesting point you've raised.

mikemartin · ‎10-25-2017

Hi Nathan, Did you get a chance to look into i18n on Quote templates? It came up the other day in one of out IT meetings around the pro's and cons of Zuora CPQ.

mikemartin · ‎10-04-2017

@bobby_a unfortunately that's not a native connector. I'm asking about when there's going to be a core Zuora tax connector like there is for Avalara.

mikemartin · ‎10-04-2017

Hi there, How can I create a report in Zuora to report on Refunds on invoices that are for a particular product? The Refund Invoice Payment data source doesn't join to Invoice Item, so I how can I filter?

mikemartin · ‎08-23-2017

Agreed. This (I believe but haven't had categoric assurances) is something that zuora have on roadmap. It's fair easier to raise an "annual" invoice that's spread put for payment monthly for example than having a contract that dictates the same. Because and invoice is an invoice, it carries better legal weight. The challenge for zuora is in the Payment Run. Zuora need to develop a payment schedule / payment subscription concept. Competitors have this and Zuora should expose their roadmap in this respect.

mikemartin · ‎08-08-2017

Good point. There is no hosted payment page identifier on the Payment Method object in Zuora. We have a similar issue and our compliance teams would prefer to see this be recorded in Zuora. I wonder where this is on Zuora's roadmap? Glad to see we're not the only ones interested in this. For now what we do is create a log entry in our systems when we get the Javascript callback from Zuora, and there we record the payment page ID and payment method ID.

mikemartin · ‎07-14-2017

Ah alas, if only the REST API could properly implement setting the Default Payment Method Id properly to a non-credit card payment method type I'd be happy. But I wrote about that ages ago. Maybe then I'd recommend using the REST API, for now, I stick with the SOAP API on creating accounts / subscribe calls, until zuora sort out the REST API. Any news on this one though? Is it on the roadmap now?

mikemartin · ‎07-12-2017

From the UI perspective the guidance is clear. It's different for implementors and users of Zuora APIs. Namely choose your gateway, choose your electronic payment method. click save. For integrators it's different

mikemartin · ‎07-12-2017

Specifically I'm referring to: https://knowledgecenter.zuora.com/DC_Developers/C_REST_API/B_REST_API_reference/Accounts/1_Create_account It states: hpmCreditCardPaymentMethodId is optional but if you put in an ACH payment method id, the whole thing borks. Better to specify the payment method is as a SOAP call. It's an example of why the REST API isn't ready for prime time and why the SOAP API is still the safer place to go for implementations where the REST API isn't quite there yet. We raised it with support a while ago.

mikemartin · ‎07-11-2017

How do I turn on 128-bit encryption or digital signing of invoice PDFs Zuora generates so it's compliant to the Electronic Communications and Transactions Act? "tax invoice must be sent in encrypted format (at least 128 bytes), over a secure line or contain an electronic signature" Very important one for us. Does Zuora have customers in South Africa? If so, are those customers compliant? How did they go about providing digitally signed tax invoices? Or are they just un-compliant?

mikemartin · ‎07-11-2017

South African tax compliance legislation requires Invoice PDFs are digitally signed with 128-bit encryption. When will Zuora support this? Is there a solution in connect.zuora.com that provides this capability? http://www.afrox.co.za/internet.global.corp.zaf/en/images/Tax_Invoice_Compliance266_167178.pdf?v=1.0

mikemartin · ‎05-04-2017

Thanks, can you tell the project manager that there are 9 votes on this already (I'm getting our colleagues to "like" this page because for some reason the ideas page wasn't showing in our colleagues' browsers). thx

mikemartin · ‎05-03-2017

In relation to: Cannot add new user to Zuora for SSO, as an Enterprise with more than one Zuora who has several (lots of) employees, of which there may be 50 or so Zuora users across our several Zuora tenants, we want to implement a mature SSO solution so that when a user moves, leaves or joins our business, we can revoke access for them in our Zuora tenant, we also want them to only have to remember one password. Currently, unlike other enterprise solutions (Salesforce, replicon etc), Zuora doesn't not support that use case. Zuora should support this use case. How far away is this enterprise feature from being developed? We need our users to just login to their Okta portal and pick the Zuora tenant they need access to at the time they need it.

mikemartin · ‎05-03-2017

In relation to: Cannot add new user to Zuora for SSO, as an Enterprise with more than one Zuora who has several (lots of) employees, of which there may be 50 or so Zuora users across our several Zuora tenants, we want to implement a mature SSO solution so that when a user moves, leaves or joins our business, we can revoke access for them in our Zuora tenant, we also want them to only have to remember one password. Currently, unlike other enterprise solutions (Salesforce, replicon etc), Zuora doesn't not support that use case. Zuora should support this use case. How far away is this enterprise feature from being developed? We need our users to just login to their Okta portal and pick the Zuora tenant they need access to at the time they need it.

mikemartin · ‎02-24-2017

Unfortunately it's not possible for Z-Quotes users to take advantage of multilingual capabilities of invoice templates in order to reduce rate plan proliferation because Z-Quotes template engine doesn't support translations like invoice templates do. When will Quote templates support multi-lingual support be brought into Zuora for Salesforce (Quote templates rendering)?

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