Hi vu_phan, thank you for the reply. I did as you said and added the criteria to the reporting request, but unfortunately it doesn't seem to work. Please have a look at my tenant ID 12117 and check the last data source report that I ran on 19th of September at 7:14 and then specifically look at customer called "MRR adjustment check". There you can see that even though I added the criteria Is.Last.Segment it shows me true for the old and the new version of the subscription. So instead of giving me only the correct 750 MRR as the last change, it shows the 625 MRR as well, making it look like i have a current MRR of 1375 MRR for that customer, which is obviously wrong and very suboptimal. Please advise.
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Hi Zuora team, I was wondering what the best way is to report booked MRR? Just to avoid confusion: Let's say a customer signed a deal with an MRR of 1000 on 27.09.2016, with the subscription not starting before 01.10.2016 though. For us the booked MRR would kick in already on the 27th of September, whereas actual MRR would not be affected until 1st of October. I know that Zuora has the contracted MRR, but from what I can see there's no specific date that I can attach to it. The only date I can see is the contract effective date when setting up a subscription, but that reflects actual MRR then not booked. When I go in the reporting section and choose subscriptions I can see a field called "customer acceptance date", I don't see that field though when actually setting up a subscription. Also I would need to be able to put a different booking date/customer acceptance date to upsells. Scenario: - Base contract for 1000 MRR signed on 27.09.2016, starting 01.10.2016 for 12 months. - Upsell to that contract (additional users) for 200 MRR signed on 24.12.2016, starting 01.01.2017 for the remaining 9 months. With the above scenario the BOOKED MRR for that customer should show 1000 in sep + oct + nov and 1200 from dec onwards whereas ACTUAL MRR would show 0 in sep, 1000 in oct + nov + dec and then 1200 from jan onwards. Could you please advise on how to properly set up the booking dates/customer acceptance dates for base contracts and upsells and what is the best report to run for a booked MRR overview/how to set it up. Much appreciated. Nils
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Hi there, I have a problem with the renewal process of a subscription. Not sure I am doing it the right way, but at least the two scenarios end up in two different results, which shouldn't be the case in my eyes. Situation: Renewal of subscription with an upsell (let's say from 1000 MRR to 1500 MRR). Scenario A: First do an "Update Product" amendment (change product from 1000 to 1500 MRR), second do the "Renewal" amendment. Scenario B: First do the "Renewal" amendment, second do an "Update Product" amendment (change product from 1000 to 1500 MRR). If I look at the amendments now, it looks the same for both scenarios, giving me an MRR change of 500 in sum. HOWEVER, when running a data export with MRR (from rate plan charge) and subscription status, I get very different results. For scenario A, I get only one active subscription with the correct total MRR amount of 1500, whereas for some reason for scenario B, the old updated subscription (1000) and the renewed one (1500) are BOTH marked as active in the export, resulting in a total active MRR of 2500, which is obviously wrong. This is pretty vital for us, since we do a lot of the reporting based on this date export and double counts should be avoided at any cost. Could you please help and advise how to properly do a renewal of an subscription with an upsell/product update. But either way, I think there's still a mistake in the system as well, leading to both subscriptions being marked as still active rather than only one. Many thanks. Nils
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I talked with Jyoti from Global Support and she told me to sign up here.
Could you please activate the MRR Trend Report feature for us for both our Sandbox (*masked*) and Production (*masked*).
Is there anything else you need from our side?
Thank you so much.
*IDs masked - Lana
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