The following Zuora fields are critical in any implementation using either Invoice Settlement feature or Sequence Sets in Billing: Account.SequenceSetId Account.CreditMemoTemplateId Account.DebitMemoTemplateId However these fields do not exist anywhere on the zqu__Quote__c object in Salesforce, nor are they available on any other objects where we can add these fields to Field Sets. And since custom salesforce fields cannot map to Standard Zuora fields, there is absolutely no workaround for this. So basically this means, that if you are using Zuora CPQ and have Zuora's Invoice Settlement feature activated, you cannot use Zuora Quotes in Salesforce because it's impossible for the Sales user to choose the correct Credit or Debit Memo Template. Similarly, if you are using sequence sets, it's impossible for users to define the correct Sequence Set on the Quote in Salesforce. This is not compliant with many international internal revenue authority regulations.
... View more
Most organisations use batches to group accounts together logically for bill runs. It would be useful to have an option to automate the allocation of a batch to a particular account when various objects on the account get added/removed/updated. We need a way (like a rules engine) to automate which Batch an Account goes into when: It is created manually in the User Interface It is created through API It is created through Z4SF Details on the Account change Details of subscriptions on the Account change Details of charges on a subscription on the Account changes Data attributes we need to track/evaluate in order to ascertain what Batch an Account goes into: Account Billing Entity Account Currency Subscription Term Type (e.g. Evergreen or Termed) Subscription Status (e.g. Active or Cancelled) Subscription Charge Types (Advance or In Arrears)
... View more