@PaulOSull - the short answer is no on the naming.
Here's why: because the subscription has inherited values from the product catalog at a particular point in time, all the details associated (like the rate plan name, for example) are grandfathered in for historical tracking purposes.
The only way to get the new name reflected on existing subscriptions is to do a "remove product" amendment and then a "new product" amendment to bring back in the same charge with the updated name.
Connect Developer Tools can help you do this with the amendment loader, however I usually warn folks that this is a project and should be done with care since removing and adding things mid-term may cause prorations lines that you would have to explain to customers. While the value of the charge change should net out to zero, sometimes the end customer may still get confused.
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@PaulOSull Morning Paul, Zuora needs to have an invoice generated to utilize their invoice due date options either before or after. I'm assuming that your Invoices are not yet generated for this scenario. If invoices are generated, then Invoice Due | Day(s) Before/After Invoice Due Date would be your solution. If your invoices are not generated, then here's our solution. We decided to utilize the Billing Preview from the REST API as the main part of the solution. 1. Query Data: We query all batches with a target date 15 days in the future. 2. Modify Data: The intitial results will return everything in the system and then we filter the results that meet our criteria. Specifically Service Period Start Date = today + 15, an account field, subscription term type, billing period, and Bill To email is not blank. 3. Send Email: code can use your own SMTP email server to send out the emails. Some additional notes: Known bug with the Billing Preview Run, BIL-21936. It does not affect the results, but it is noise. Our developer,@gbordawekar, implemented the proces and it runs daily. If you have any specific questions about our solution, we'll be happy to help.
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When I am trying to figure out point in time data I like to export all subscriptions and then run filters based on certain dates. I frequently will use the effective start and effective end dates to figure out how many subscriptons we were billing for at a point in time. If I wanted to know how many subscriptions we were billing for in May of 2017 I would filter out any effective start date after 5/31/2017 and filter out effective end dates prior to 6/1/2017. Doing this will usually get me the number I am looking for. This may not work in your use case, but I imagine the thinking would be similar.
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