About wkoscielny

wkoscielny

Bumping this up again.

wkoscielny · ‎12-07-2018

Following up, any movement on this?

wkoscielny · ‎11-25-2018

The Guided Product Selector Filters are limited to the Product Rate Plan and the Lookups on it....Product, ZProduct and strangely....The Catalog History Sync. I would like to be able to add a Filter based on a Product Rate Plan Option. https://knowledgecenter.zuora.com/CA_Commerce/C_Zuora_Quotes/CB_Zuora_Quotes_Configuration_Settings/I_List_Filter_Configuration_Settings Do I need to adjust the following apex in order to do so? https://knowledgecenter.zuora.com/CA_Commerce/C_Zuora_Quotes/CB_Zuora_Quotes_Configuration_Settings/I_List_Filter_Configuration_Settings/B_Configure_a_List_Filter_on_the_Custom_List_Component How would I go about doing that?

wkoscielny · ‎06-14-2018

PM Sent.

wkoscielny · ‎06-13-2018

I'd like to prevent a quote from being saved when a Rep has not populated a field on the Opportunity but cannot create a rule to do so.... I add a new condition to my rule: Service Activation Date on the Opportunity (Custom Date field not the Zuora Service Activation Date field) IS NULL AND The Rate Plan contains a certain product. I get the following error when saving. Rule cannot be saved: Rule is invalid and cannot be saved: Failure parsing Condition: Static date value cannot be blank. How can evaluate if that date field is blank of the opportunity and prevent save when that data field is blank?

wkoscielny · ‎01-16-2018

What is the status of this? I had a user encounter this on a very long Quote Name today. This was submitted by the looks of it in 2016. I am on version 8.6

wkoscielny · ‎10-20-2017

I have this setting enabled but I'm not sure that our API Sandbox has accurate data with respect to Billing Accounts and definitely doesnt have all the subscription information. Is there a way to refresh the Zuora API Sandbox with Production data? Since our Full Copy Sandbox for Salesforce has all the records but they don't line up with what is in API Sandbox for Zuora

wkoscielny · ‎10-20-2017

I can do this via a Rule but it's not the best user experience. Basically I can create a rule that doesnt allow them to save the Quote Record after the Quote Rate Plan charge has been added to the Quote. Once that Rate Plan Charge has been added, it will throw the error and require the user to go back to the Details page and input a value into the field. I would prefer this to be a finalize quote screen where we then require this field. I tried this via rollup on the quote rate plan charges and ran into the values not being calculated. This is very similiar to the issue I'm having with rolling up the UpToHowManyPeriods field as well.

wkoscielny · ‎10-19-2017

I have contacts that live outside the accounts that may be the bill to and sold to contacts for a quote/opportunitiy. In Guided Selling, the Bill to and Sold To lookups provide only the account where the Opportunity resides. I'd like to be able to open up this functionality and allow the user to select any contact within the account's hierarhcy. I have realized that they can change the Bill to and Sold to on the Quote after they completed the intial Guided Selling steps. This is less than ideal. Any ideas how to allow the end user to select any contact when in the middle of guided selling?

wkoscielny · ‎10-19-2017

I have a field that must be filled out IF a product A is added to the quote. How do I require a field on the quote once a Quote Rate Plan Charge has been added to the Quote? When the user creates the quote initially, this field is not required, so I dont want to make it required on the field set. Once they add Product A later in the process, I want to make that field required. I have attempted to have a validation rule on the quote rate plan charge but it won't allow the user to go beyond the ProductSelector.

Happy Business Starts Here

Vision

Products

Zuora Central Platform

Products

Connect Marketplace

Solutions

By Industry

By Role

Customers

Resources

Resources

Subscribed

Support

About

Re: Guide Product Selector Filters add Product Rat...

Re: Guide Product Selector Filters add Product Rat...

Guide Product Selector Filters add Product Rate Pl...

Re: Rules Engine - Date Blank Evaluation on Opp

Rules Engine - Date Blank Evaluation on Opp

Re: “Data Integrity Violation” error encountered f...

Re: Bill to and Sold to Contacts outside of Opport...

Re: Zuora Guided Selling for Salesforce - Quote le...

Bill to and Sold to Contacts outside of Opportunit...

Zuora Guided Selling for Salesforce - Quote level ...