About ASchwarz

ASchwarz

Hi we are running in the same issue. Was there a solution provided? Thanks in advance.

ASchwarz

For customers who want to receive their invoice via post there is a possibility to download the invoice pdfs in Zuora in the export. This is missing for credit and debit memos. I tried to create a workflow and used the API to get the files. https://www.zuora.com/developer/api-reference/#tag/Get-Files This works fine but the problem is, that the workflow is not able to actually download the pdf but instead is throwing an error. When I use the API request with postman I can easily download the files. This functionality should work also within the workflow to provide the pdfs of Credit and Debit Memos automatically.

ASchwarz · ‎06-21-2019

I'm writing you again as we are running into issues with not being able to create reports over changes made to objects in Zuora. Can we at least get a feedback from the product team here, what the status of this is?

ASchwarz · ‎05-24-2019

We are running into issues for the revenue event item segmentation. We are already using 10 segments and are now in need for at least one more. It would be great if the number of segments per item within the GL segmentation rule would be higher.

ASchwarz · ‎05-24-2019

We are running into issues for the revenue event item segmentation. We are already using 10 segments and are now in need for at least one more. It would be great if the number of segments per item within the GL segmentation rule would be higher.

ASchwarz · ‎05-24-2019

Hi Kenta, thanks for the answer. I found a solution with the support too. Problem was a small bug as I needed to work with a custom field. Now it all works fine.

ASchwarz · ‎05-24-2019

We are currently running into issues as we would need more than 10 segments for the revenue event item within the GL segmentation. Has someone the same issue or already a solution how to work with it?

ASchwarz · ‎03-29-2019

Hi @christopherduke thanks for the input. I found a workaround for this problem by using the api to update the produtc. https://de.zuora.com/developer/api-reference/#operation/POST_Order This is nothing our service colleagues are able to do but it avoids the messy way you described.

ASchwarz · ‎03-28-2019

@christopherduke did you find a workaround?

ASchwarz · ‎03-27-2019

As soon as you cancel a subscription or remove a product with a future contract effective date you are not able to update it as it is not shown anymore when creating a new order. To effectively update such a product you would need to delete the order and create a new one to get the changes effective. But you can only delete orders if no other order was created afterwards. So sometimes we need to redo a lot of orders to apply a change to one specific item. With amandements this was possible as you can see in this article: https://knowledgecenter.zuora.com/BC_Subscription_Management/Subscriptions/E_Changing_Subscriptions_Amendments/A_Create_Amendments/Update_a_Product_(Amendment)/Update_a_Product_on_Subscription_with_a_Future-dated_Remove This feature would be really helpful as subscriptions often change and we cannot always go with the described workaround and delete orders as usually with an order an invoice is created and then we even need to cancel invoices to proceed which is definetly not the correct way.

ASchwarz · ‎02-20-2019

Hi guys, we just had the case that we needed to see which changes have been made in the account and actually it is not even possible to see which fields have been changed by whom. With the file the support provided we just see that a change happened but nothing else. If an audit requires such data we can't provide them anything. Can you please give us an update on the progress here. We have hundreds of Kudos and this is an ongoing topic since 2 years now. Best, Anne

ASchwarz · ‎01-31-2019

Would really appreciate if this could be available soon due to audits this feature is really important.

ASchwarz · ‎11-29-2018

At the moment we are not able to put transactiontables into credit or debitmemotemplates. This feature would make it easier to explain to the customer how the credit or debit memo was settled etc.

ASchwarz · ‎11-20-2018

As we are using the advanced invoice settlement feature and have several templates for invoices, credit memos and debit memos we need to be able to update this within a workflow. At the moment we are only able to export and update the invoice template ID for accounts.

ASchwarz · ‎11-13-2018

It would be great to get the reasoncode of a credit/debit memo as a merge field to have the abilitity to work with conditional logic in the templates dependent on the reason code.

ASchwarz · ‎09-20-2018

Hi guys, we are just trying to figure out how to use a case within a workflow. As Case Value we want to use a custom picklist field. Now we are wondering what we need to enter in the fields Case 1 and 2 etc. We thought the picklist value would be enough but we always get the error: undefined method `append' for "Case 1: 'jährlich'', 'Case 2: 'monatlich'": String Does it even work with picklist fields? Unfortunately I can't find a documentation. Thanks in advance.

ASchwarz · ‎09-18-2018

At the moment I am only able to create Invoice Templates or Communication Profiles in the Quote Config. As we are using the advanced invoice settlement we also have templates for Credit and Debit Memos. All our new customers come via Salesforce to Zuora and it would be great to get the ability to also assign Credit and Debit Memo Templates for an Account on the Salesforce Quote which is then synched to Zuora. At the Moment we need to make a manual update on every Account in Zuora to assign the correct templates at the end.

ASchwarz · ‎09-03-2018

I am trying to make a Callout to create a Case in Salesforce. Problem is I always get an error 401: [{"message":"INVALID_HEADER_TYPE","errorCode":"INVALID_AUTH_HEADER"}] I am trying to make the basic authentification with username and PW and as a header I have set: clientSecret securityToken Content-Type: application/json Do you have any idea how I can make the callout work? I already tried it without any secret tokens and client secret and so on. Cannot find the right solution. Thanks in advance.

ASchwarz · ‎08-30-2018

Hi Sravindran, we had the same issue. Our solution is the following: {{'now' | date: "%s" | plus : 1209600 | date: "%F"}} We only added 14 days but I guess it should work with month as well. So you only need to calculate the amount of seconds which result in 6 month. Best, Anne

ASchwarz · ‎08-27-2018

You didn't mention the rollout for the EU sandbox? How are we supposed to see if this is working or not prior to the EU production roll out?

ASchwarz · ‎08-23-2018

Hi Chudy, THANK YOU! That was quiet easy if you know where to look :) It worked without any problems. Best, Anne

ASchwarz · ‎08-23-2018

Hi, we are currently working a lot with this workflow app and are overall very happy. Maybe you can help us find a solution on following topic: We have a custom date field on accounts. We are now trying to remove the date and leave the field blank as a result of the workflow. But we are not able to make an update on the field to leave it blank. We already tried to leave the input blank or set 'blank' or 'nil' and so on. We are running out of solutions here with our liquid skills. Maybe you can help us? Thanks in advance. Best, Anne

Happy Business Starts Here

Vision

Products

Zuora Central Platform

Products

Zuora Marketplace

Solutions

By Industry

By Role

Customers

Resources

Resources

Subscribed

Support

Company

Re: summary TaxItem

Download of CM/DM Templates via Workflow or via exports

Re: Require Audit Trail

More than 10 segment for a GL segmentation rule

More than 10 segment for a GL segmentation rule

Re: How to work with a case

More than 10 segments for a GL segmentation rule

Re: Update a Product on Subscription with a Future-dated Remove with Orders enabled

Re: Update a Product on Subscription with a Future-dated Remove with Orders enabled

Update a Product on Subscription with a Future-dated Remove with Orders enabled

Re: Require Audit Trail

Re: Require Audit Trail

Make Transaction tables available for credit and debit memo templates

Update Credit Memo/Debit Memo Template ID via Workflow

Mergefield Reason Code for Credit and Debit Memo Templates

How to work with a case

Ability to create Credit/Debit Memo Templates in SF Quote Configuration

Re: Workflow

Re: Workflow

Re: [ACTION REQUIRED]: Maintenance to Update SSL Certificate for zuora.com, connect.zuora.com,

Re: Workflow

Re: Workflow