Hi Marcus,   One thing you can try is the following:  Create a new fieldset on the Quote Rate Plan Charge with some name (ex: "WhiteListFields") Add your custom field into the new fieldset Remove your custom field from the existing "Display Charge Fields" fieldset In Zuora Config -> Quote Configuration Settings, provide the API name of your fieldset (i.e. "WhiteListFields") into the field "Whitelist FieldSet Name" Retry your Rule to see if it still recognizes the value in your custom field even though it is no longer displayed Thanks, Mikey ... View more

Hello,   I have seen similar use cases handled by using the Product Selector Javascript Plugin: https://knowledgecenter.zuora.com/CA_Commerce/I_Development_Resources/C_Component_Library/E_Product_Selector_JavaScript_Plugin   This product selector plugin is called real-time once a user edits a charge. In the plugin, you would check if the user overrode the discount, and if so, you would set some custom field on the charge (i.e. "User_Override__c = true"). Then in your rules, you can add this custom field into your filter rollups to avoid the Rule re-running for that charge.   Alternatively, you could consider having your Rule set a custom field to indicate it's been triggered, and then skip charges that have had the Rule run against them in the filter rollups. ... View more

Hello,   To have that payment method option removed on your payment page, you should go to the Zuora Config tab -> Payment Pages Settings -> delete the ACH option or click "Refresh Payment Pages".     Thanks, Mikey ... View more

This "Create Quote" managed package page is actually built from two of the managed package's components (which are available for use). The main component displayed is the "CreateQuote" component, described below: https://knowledgecenter.zuora.com/CA_Commerce/I_Development_Resources/C_Component_Library/B_Global_Components/CreateQuote_Component   The CreateQuote component has some simple plugins you can use for applying your own defaulting logic for fields upon page load, or for applying your own save click on clicking "Next". You could implement these plugins with little work, but they will not come with any "dynamic rerendering" in the UI. The benefit of this approach is you can add your own logic without needing to recreate the VF page or implement a complex component.   The CreateQuote component is an implementation of the more granular "PropertyComponent", described below: https://knowledgecenter.zuora.com/CA_Commerce/I_Development_Resources/C_Component_Library/B_Global_Components/Property_Component   The PropertyComponent allows you to implement your own custom rerendering logic for whichever fields you want. However, to use this component you will need to create a custom VF page, embed the component, and recreate the dynamic rerendering logic typically handled by the managed package page (such as changing the Term Type to Evergreen automatically hides the term length fields). You can see an example of using the PropertyComponent with custom logic for rendering certain fields below: https://knowledgecenter.zuora.com/CA_Commerce/I_Development_Resources/C_Component_Library/B_Global_Components/Property_Component/Use_Case%3A_Display_Quote_Property ... View more

Hi Chris,   Unfortunately, there is no way to determine the context the QuoteRulesEnginePlugin is being triggered from (load vs save/calculate).      Thanks, Mikey ... View more

Hi Chris,   To avoid the race condition of the JS Plugin and the Rules Engine firing, have you tried disabling the "Enable Real Time Rule Calculation" setting in Zuora Config -> Advanced Quoting Configuration Settings? This will prevent the rules engine from firing on changes, and will instead only fire on click of "Calculate", "Save" or "Submit". This should avoid the race condition as the JS plugin will be completed real-time on field updates, while the rules will only run on page save.   Alternatively, you can create a custom VF page and embed the product selector component. This allows you to leverage the OOTB functionality of the product selector, but also to provide your own "next page" reference upon save. You can embed the "EditQuoteProduct" component on your VF page with the following code   <zqu:EditQuoteProduct editQuoteProductOptions="{!editProductOptions}" />       This component takes in an attribute "zqu.EditQuoteProductOptions". This takes in an attribute "zqu.SelectProductComponentOptions" where you can specify a "saveUrl" and "savePageParams" to redirect with upon existing the product selector.   //Options for "Edit Charges" view zqu.SelectProductComponentOptions selectOptions = new zqu.SelectProductComponentOptions(); selectOptions.quoteType = 'quote type from url'; selectOptions.quoteId = 'quote id from url'; selectOptions.saveUrl = Page.YourCustomPage.getUrl(); selectOptions.savePageParams = nextParams; //Map<String,String> of URL params //Options for "Guided Selling" view zqu.ProductBundleGuidedSellingOptions guidedOptions = new zqu.ProductBundleGuidedSellingOptions(); guidedOptions.quoteType = 'quote type from url';; guidedOptions.quoteId = 'quote id from url'; zqu.EditQuoteProductOptions editProductOptions= new zqu.EditQuoteProductOptions(); editProductOptions.productSelectorOptions = selectOptions; editProductOptions.guidedSellingOptions = guidedOptions; editProductOptions.initialComponentMode = zqu.EditQuoteProductOptions.PRODUCT_SELECTOR_MODE;     Thanks, Mikey ... View more

Hi Nigel,   What version of Zuora Quotes are you on? As of Quotes 8.8.1, you should be able to modify other charges as part of the Javascript Plugin: https://knowledgecenter.zuora.com/AA_Whats_New/S_Previous_Z-Force_Releases/V_2016_Zuora_for_Salesforce_Release_Notes/A_Zuora_Quotes_Version_8_Release_Notes#Maintenance_Release_8.8.1_(Release_Date:_2017-06-22)     Thanks, Mikey ... View more

Hi Mayank,   The Quotes package has two different concepts for discounts, quote-level, and charge-level. If you leverage a rateplan that contains a Discount-Fixed or Discount-Percentage charge, this will show up in the Quote-level discount field. Alternatively, if you override the price of a charge directly, this will not be reflected in the Quote-level discount. Price overrides in that fashion are only reflected in the charge-level discount field.   Thanks, Mikey ... View more

Hi @LeeKhen,   You may need to update your metadata file to reference the updated Quotes version. For each Apex Class you create, there will be a corresponding metadata file. You will need to update the "zqu" namespace section with your new major/minor version (i.e. major 9, minor 0).   Your file may look something like the following: <?xml version="1.0" encoding="UTF-8"?> <ApexClass xmlns="http://soap.sforce.com/2006/04/metadata"> <apiVersion>34.0</apiVersion> <packageVersions> <majorNumber>9</majorNumber> <minorNumber>0</minorNumber> <namespace>zqu</namespace> </packageVersions> <status>Active</status> </ApexClass> ... View more

Query: It would be extremely helpful if we could query across object relationships, similar to the functionality supported in the Export ZOQL. For example, if we want to pull Account information for a Subscription, we need to perform a query to retrieve the "AccountId" from the Subscription and then a second query to retrieve the information from the Account. It would be fantastic to be able to combine this into a single query like "Select Id, Account.Name From Subscription".   In this scenario, performing 2 queries is not extremely costly. However, there are several other scenarios resulting in far more sequential queries (such as retrieving charge level details for a Subscription, or Account level details for charges, etc). ... View more