Include a data source to allow reporting on unit of measure data. This will help when a salesforce refresh needs to be performed and the IDs in Salesforce need to be updated with the Zuora sandbox IDs.
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It would be great if the BillPreviewRun response would include not only the UOM name but the UOM display name. The UOM name is usually configured with no spaces for easer handling via the system providing the usage and the UOM display name is the name the customer wants to show on the invoice or website. Since BillPreviewRun in some case is used to show the usage on a customer portal they want to show the UOM display name not the UOM name.
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With the ability to support terms and conditions amendments, the proration of annual charges to the new term end date doesn't always work without some hacks like adjusting the BCD. Take the below example. Subscription starts on 1/10/2017 with an annual charge so the service period for the charge is 1/10/17 - 1/9/2018 On 1/20/2017 a new annual charge is added which aligns to the term end so prorates for the period 1/20/17 - 1/9/2018 On 3/12/2017 one of the annual charges on the subscription is removed, a new annual charge is added and a terms and condition change is made to change the term to start on 3/12/2017. This results in a prorated credit for the removed product from 3/12/17 to 1/9/18, an annual fee from 3/12/17 to 3/11/2018. On 5/7/2017 I add a new annaul charge and want to prorated it to the end of the current term (3/11/2018) but it invoices though 4/6/17 instead It doesn't matter what charge alignment I use I can't get this final step to invoice to the end of the term. If there were a charge alignment for term end (instead of term start) that might solve this issue.
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Sometimes a quote contains charges that do not need to be shown to the end customer, particularly for usage charges, but filtering them out if very difficult and not user friendly using mailmerge. Would be great to have a way to do this by not showing charges with a certain custom or standard field value.
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Currently the Zuora refund ID is sent to Cybersource but when a payment is made its the Zuora payment number, not ID. It would be great to be more consistent and have both be the Zuora payment/refund number. This makes reconcillation easier for customers.
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Clarification: It is possible to sync custom fields from price books to Zuora PRPs but only the value from 1 price book is pushed to Zuora. If I change a value on another price book it does not get reflected on the PRP.
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I don't think the cancellation quote needs to include the charge details, really it would include the account details and cancellation dates but be generated in the same way as our current quote PDFs and attached to the opportunity as normal. Right now we have customers having to write a document themselves for cancellations that include a bunch of the fields we can already include in a quote.
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When using the Salesforce CPQ connector, for each pricebook that a product has a price defined, a new product rate plan is created in Zuora, however there is no way to identify which rate plan is for which currency or location or region apart from using the pricebook name. From a web portal perspective that makes it difficult to rknow which price to return based on the customers location. It would be good if we could have a custom field, possibly on the price book, that could sync to the Zuora PRP that could be ued by a web portal to filter the correct rate plans.
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It would be very useful to be able to have a scheduled payment run where you can set it to run on date x but with a target date of y date, similar to how it can be handled for bill runs. For example, a customer invoices their customers on the 25th of the month but with the invoice date of the 1st of the following month. This can be handled in scheduled bill runs with no issues, however the customer also wants to collect payment on the 25th but they can't schedule a payment run for this, they have to run it manually. Ideally the scheduled payment run should have a target date as a parameter.
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@eric-neto Yes, the end date for a charge can be set to align with the subscription end date or a fixed period after the charge is triggered, then you can specify the value of x and whether its billing periods, days, weeks, months, years. We need to be able to specify that from salesforce.
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It would be nice to have a PDF quote template for cancellation quotes. Some customers need them so they can get a customer to sign that they agree to cancel.
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In Zuora it is possible to configure charges to end after x billing periods but that option isn't available when configuring the product catalog in Salesforce and using it on Salesforce CPQ quotes and contracts. It would make it an option to have a negative recurring charge that ends after x billing periods instead of a discount line item which Salesforce CPQ does not support. I understand this may cause an issue with the quote calculations on the Salesforce CPQ side but it's easier to push that as an issue to them but still have Zuora and the connector support it.
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It would be great to have the ability to have a Salesforce CPQ quote contracted using an automated process. Currently the code to create the billing account in Zuora when the quote is contracted is not exposed. If this could be exposed to automate this process this would be very helpful to save manual steps during the quoting process.
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Currently there is no file size limit on the BillRunPreview response. It would be good if there was the option to configure the file size to be x number of records (e.g. 1000) and then the customer can pull each file individually.
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Currently it is only possible to run a single BillRunPreview call at a time. You have to wait for the current request to complete before you can submit another call. There should be a queuing ability inside Zuora instead of customers needing to handle the queuing.
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This is also important to US customers with subsidiaries in EMEA and APAC too, regardless of whether that is handled with a single Zuora tenant or uses multi-entity. What I have done for other customers is not include the transaction table on the invoice template used for customers in these regions but the PDF is regenerated when transactions are processed but should leave the invoice looking the same. The problem is that if a change is made to the contacts between the invoice being generated and transactions being process the regenerated PDF includes the updated contact information which it shouldn't.
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Core Zuora has a setting that can be enabled to allow up to 20 amendments in one call but even when that setting is enabled Zuora for Salesforce doesn't use it and the quote metrics cannot be correctly calculated.
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