About odawson

odawson · ‎11-15-2017

Can I put in a request to allow for MRR reporting on subscriptions without a service activation date (and a trigger condition of 'Upon Service Activation')? We need to be able to forecast MRR on subscriptions that are still in our pipeline and we can't currently do that. I've been told that I can report on MRR of a pending activation sub if the rate plan charge has a trigger condition of 'Upon Contract Effective', but contractually we cannot bill this way.

odawson · ‎10-20-2017

Appreciate the quick reply! Our one concern was that the material seems to be very introductory. We are fairly comfortable with subscription creation/billing/basic reporting and have attended several workshops at their Subscribed conference. Wondering if you think it would be helpful for more advanced operations and use cases. Also, did you actively use the intstructor-led training? This part seems to be the most intriguing for us. Thanks again!

odawson · ‎10-20-2017

We are considering subscribing to Zuora University and wanted to reach out for user feedback. Zuora Community and the Knowledge Center seem to be full of great resources, so we are trying to identify the key benefits of ZU. Any insight would be greatly appreciated!

odawson · ‎10-06-2017

We have quotes sent over directly from SFDC that contain multiple rate plans for separate one time charges associated with setting up a customer site. Some of the one time charges are hardware related and some are service related. What's the best practice for being able to bill those charges separately once each portion of the order is fulfilled? We'd like to avoid having to manually break out subscriptions since that's counterintuitive to the Zuora Connector for Salesforce.

odawson · ‎04-26-2017

@feisley Thanks for the quick reply! I will definitely need to take a look at your write-up and will let you know if I have any questions.

odawson · ‎04-26-2017

We would like to sort and/or group on our quotes so that we can distinguish one-time charges from recurring charges. Is there an alternate way to do this without the sorting feature?

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Reporting MRR on Pending Activation Subs

Re: Has anyone used Zuora University?

Has anyone used Zuora University?

How do I bill rate plans separately?

Re: Sort Table Functionality in Quote Template

Re: Sort Table Functionality in Quote Template