About yongxiang

yongxiang

If you have the setting use Avalara to calculate taxes on IIA's enabled on your tenant, if you manually input the tax amount when creating new IIA, the error will happen. Could you try just creating an IIA for the all items bar, not input the tax amount and submitting? Avalara should then calculate the tax part of the IIA.

yongxiang

In order to increase capacity and reliability we will be conducting a network maintenance in our Performance Test (PT1) infrastructure on Wednesday, January 23, 2019 from 10:00PM PST to 12:00AM PST. API and UI functionality will be unavailable for brief periods during the maintenance window. A maintenance status message will be posted upon completion of the activity.

yongxiang

Known Issue: Remove Product or Cancle Subscription amendment date is before 1/1/1900. For exmaple, the below amendment cancle date is 01/01/0218. It is expected to be 01/01/2018. Status: Our engineering team is already aware of the issue and planning to fix it in the future release. We cannot provide the ETA of the fix yet. Workaround: When creating a new amendment, input the expected date. For the existing amendment, it needs to be deleted and recreated. Engineering Reference Number: SUB-8241

yongxiang

Known Issue: The pending Order cannot be completed when Account BCD is Auto-set due to error " Invalid billing cycle day of charge: DefaultFromCustomer, Month ". Workaround: Update the Account Billing Cycle Day to a valid day of the month(not use auto set) and create a new order. For the existing order, it needs to be deleted and recreated after Account Billing Cycle Day to a valid day . Status: Engineering team is already aware of the issue and planning to fix it in the future release. We cannot provide the ETA of the fix yet. Reference Number: SUB-8060

yongxiang

Hi lurii, I think the feature Usage Rating by Group will satisfy your requirement. Reference: https://knowledgecenter.zuora.com/CB_Billing/J_Billing_Operations/Usage/Usage_Rating_by_Group The related api are listed in the document too. Thanks.

yongxiang

Hi lurii, I think the feature Usage Rating by Group will satisfy your requirement. Reference: https://knowledgecenter.zuora.com/CB_Billing/J_Billing_Operations/Usage/Usage_Rating_by_Group The related api are listed in the document too. Thanks.

yongxiang

Hi Kishore, Have you taken the action mentioned in https://community.zuora.com/t5/Release-Notifications/ACTION-REQUIRED-Maintenance-to-Update-SSL-Certificate-for-zuora/ba-p/25830 , such as "Download and install the Appropriate Root Certificate Bundle". That will solve the certification issue probably. Thanks.

yongxiang

Hi Abdul, In order to use api call `/v1/entities`, you need to confirm if you have enabled t he Multi-entity feature. Reference: https://knowledgecenter.zuora.com/BB_Introducing_Z_Business/Multi-entity I reproduced the error 50000010 on a sandbox without Multi-entity feature: On a Multi-entity feature enabled tenant, the call works as expected:

yongxiang

Hi lurii, I think the feature Usage Rating by Group will satisfy your requirement. Reference: https://knowledgecenter.zuora.com/CB_Billing/J_Billing_Operations/Usage/Usage_Rating_by_Group The related api are listed in the document too. Thanks.

yongxiang

Hi bkutsch, In order to troubleshoot, it is suggested to share the soap call request. As the document stated, GenerateInvoice determines whether to generate an invoice to immediately bill the customer for a new product or changes of Terms And Conditions. Also, if EnablePreviewMode=true is specified in the PreviewOptions container, then preview mode will be enabled and an invoice will not be generated, regardless of whether GenerateInvoice is specified as true or false. Regards, Yong

yongxiang

Hi Nigel, I'm not sure how a Write Off is defined i n financial terms, will this document 'How do I handle write-offs?' help explain your concern? https://knowledgecenter.zuora.com/kb/How_do_I_handle_write-offs%3F

yongxiang

I checked this in my sandbox. After Credit memo is applied to the invoice, the CM is related to the invoice. In my sample, CM00000009 is Related Invoice: INV00000042. If further assistance is needed, you can raise a support ticket with us at support.zuora.com and we will be glad to assist you further. Thanks.

yongxiang

Hi vishalgarg, The same issue can be reproduced in my sandbox too. I tried aqua exportzoql and it works fine. You can give it a try too. It is suggested to use aqua since it is more powerful. curl -X POST \ https://rest.apisandbox.zuora.com/v1/batch-query/ \ -H 'Content-Type: application/json' \ -H 'Postman-Token: xx' \ -H 'cache-control: no-cache' \ -d '{ "format": "csv", "version": "1.1", "name": "Example2", "encrypted": "none", "partner": "xx", "project": "July2018", "queries": [ { "name": "RatePlanCharge", "query": "select BillingRunNumber, CreatedById, CreatedDate, EndDate, ErrorMessage, ExecutedDate, Id, InvoiceDate, NumberOfAccounts, NumberOfInvoices, StartDate, Status, TargetDate, TargetType, TotalTime, UpdatedById, UpdatedDate from BillingRun", "type": "zoqlexport", "apiVersion": "20.0", "deleted": { "column": "MyDeleted", "format": "Numeric" } } ] } ' Reference: https://knowledgecenter.zuora.com/DC_Developers/T_Aggregate_Query_API/BA_Stateless_and_Stateful_Modes

yongxiang

Could you help confirm if you are which Tax engine is used, Connect Tax engine or Avalara? Since Avatax is mentioned, I think you are using Connect Tax engine. Reference: https://connect.zuora.com/appstore/apps/avalara-avatax-1 https://knowledgecenter.zuora.com/CB_Billing/J_Billing_Operations/L_Taxes/B_Avalara_Integration Could you also login Avalara console, locate the customer account and check if the Tax exempt is set properly? I think that is the key to this issue. On Zuora side, indeed there is no tax exempt expiration date in account UI and it exists in API. https://www.zuora.com/developer/api-reference/#operation/Object_POSTAccount To clarify your concern, the TaxExemptEffectiveDate and TaxExemptExpirationDate fields exist in Zuora WSDL for backward compatibility for custom implementations accessing Zuora. The fields are not used in the Zuora applications, you can consider them as system custom fields and they do not affect the current integration with external tax engines.

yongxiang

You are correct, the CRUD APIs in Zuora are REST endpoints which map to the old SOAP APIs, they are actual soap. The CRUD call will be 'translated' by our internal api proxy to soap call. Here is the suggestion. If you open our soap call api homepage: https://knowledgecenter.zuora.com/DC_Developers/G_SOAP_API You will find 'Going forward, new features will only be available through the REST API. We strongly recommend that all integrations are done using the REST API. For more information, please see this announcement.' So it is suggested to use "Get subscriptions by key" - /v1/subscriptions/{subscription-key}. Reference: https://www.zuora.com/developer/api-reference/#operation/GET_SubscriptionsByKey https://www.zuora.com/developer/api-reference/#operation/Object_GETSubscription https://knowledgecenter.zuora.com/DC_Developers/G_SOAP_API/E1_SOAP_API_Object_Reference/Subscription

yongxiang · ‎12-20-2018

1. Navigate to Billing Settings - Define Billing Rules. The first rule is "Enable credit back for removing or canceling one time charges?" is expected to be Yes. 2. Note that the service period of one time charge is just one day. For example, the One-Time Charge is effective day is 11/07/2018. When apply a remove product amendment, you will need to set the effective day to 11/07/2018. This date will cover the one time charge's effectivity, thus it will credit back properly.

yongxiang · ‎12-20-2018

Why does the One Time charge not credit after remove product amendment?

yongxiang · ‎12-18-2018

If the Data Export result contains more than 1048576 rows of data and export file type is Excel, the task will fail due to the limitition of Excel. The workaround is export it as a csv file. Reference from Excel specifications and limits: https://support.office.com/en-us/article/excel-specifications-and-limits-1672b34d-7043-467e-8e27-269d656771c3 Total number of rows and columns on a worksheet 1,048,576 rows by 16,384 columns

yongxiang · ‎12-18-2018

Why does my Data Export task fail when export as Excel format with error 'Unexpected error'?

yongxiang · ‎12-18-2018

1. Update CBA (including cancel CBA) PUT /v1/object/credit-balance-adjustment/{id} { "ReasonCode" : "Cancellation", "TransferredToAccounting" : "Error", "Status" : "Canceled" } -2. Create CBA POST /v1/object/credit-balance-adjustment { "AccountingCode": "", "Amount": 1, "Comment": "Credit Balance applies to invoice.", "ReasonCode": "Standard Adjustment", "ReferenceId": "1234", "SourceTransactionId": "8adcc79567a548110167bac56e1d05ff", "SourceTransactionNumber": "INV00000001", "Type": "Decrease" } -3. Delete CBA DELETE /v1/object/credit-balance-adjustment/{id} The REST object/credit-balance-adjustment call will be translated to soap call by Zuora internal api proxy(not customer facing). So you can refer to CreditBalanceAdjustment SOAP for more info such as the rest call's required field is totally the same with the soap call: https://knowledgecenter.zuora.com/DC_Developers/G_SOAP_API/E1_SOAP_API_Object_Reference/CreditBalanceAdjustment

yongxiang · ‎12-18-2018

How to create/update a Credit Balance Adjustment via REST api call?

yongxiang · ‎11-26-2018

that option is supposed to work for Reports as well. If still no luck, please submit a support ticket at support.zuora.com

yongxiang · ‎11-25-2018

Your understanding is correct, any change of direct Account field (e.g Name, Currency) will change its last updated date. Usually, it also changes when its dependent objects (e.g. Invoices/Subscriptions etc) are added/changed. For example, after an invoice is posted, the account metrics will be updated automatically, such as Account Balance, Contracted MRR. To satisfy your requirement, it is suggested to use Invoice Item object and its linked object Invoice's 'Posted Date'. Here is the sample:

yongxiang · ‎11-25-2018

The feature Currency Conversion will satisfy your requirement probably. "If your tenant has the Currency Conversion feature enabled, you can include foreign currency conversion data in data source exports." Reference: https://knowledgecenter.zuora.com/CD_Reporting/AB_Reporting_Quick_Reference/D_Currency_Conversion https://knowledgecenter.zuora.com/CC_Finance/D_Finance_Settings/F_Foreign_Currency_Conversion

yongxiang · ‎11-23-2018

when making action and objects REST call, the endpoint of the services environment looks like https://servicesxxx.zuora.com:xxxxx/v1/action/query The xxxxx is a unique port number, such as 19003. Each services environment has a different port number. If you do not know your services environment port number, please create a support ticket with us at https://support.zuora.com/

yongxiang · ‎11-23-2018

The first method is If the exchange rate does not change frequently, you can use 'Display Custom Fields on the Invoice' and assign the rate to a custom field. When the exchange rate needs to be updated, you can update the custom field value. https://knowledgecenter.zuora.com/CB_Billing/IA_Invoices/Creating_a_Custom_Invoice_Template/E_Displaying_Custom_Fields_on_the_Invoice The second one needs development. You can write your own logic that receives a call-out when the invoice is generated. Calculates the conversion to a local currency and populates a custom field on the Invoice object that is shown on the Invoice Template. The third one is you can try to add a custom field on the Invoice object that is shown on the Invoice Template. There then is a manual process to populate this field when it is required. We have customers that have automated this using our Workflow (https://community.zuora.com/t5/Integrations-Extensions/Workflow/td-p/23777) application, it is an extra paid app and needs customization.

yongxiang · ‎11-23-2018

Owner Transfer Amendment might help. You can try to transfer the subscription invoice owner to a dummy account and never trigger a bill run against the New Invoice Owner Account, so this subscription will not generate invoice when trigger a bill run against the Current Subscription Owner Account. Reference: https://knowledgecenter.zuora.com/BC_Subscription_Management/Subscriptions/Invoice_Subscriptions_to_Different_Accounts_Owner_Transfer_Amendments

yongxiang · ‎11-23-2018

stateful aqua will 'maintains session at Zuora side' indeed. Will use stateless aqua and add criteria, such as CreatedDate >= '2018-11-01T00:00:00.000', be the workaround?

yongxiang · ‎11-21-2018

The recommended method to achieve your requirement is to use AQuA in Stateful Mode. Reference: https://knowledgecenter.zuora.com/DC_Developers/T_Aggregate_Query_API/BA_Stateless_and_Stateful_Modes Can you help explain what does AQuA 'maintains session at Zuora side' mean? AQuA results older than 72 hours are automatically purged from the system.

yongxiang · ‎11-21-2018

Will 'UsageSummary.ListPrice' help? It looks like: Tier / From / To / List Price / Price Format 1 / 1 / 15 / 15.30 / Flat Fee 2 / 16 / 18 / 35.00 / Flat Fee I am afraid based on the current provided feature selectively display the tier's which had non zero price amount, or just show a unti price is not possible yet. The only workaround we can think of is maybe hardcoded in the invoice template. Reference: https://knowledgecenter.zuora.com/CB_Billing/IA_Invoices/Creating_a_Custom_Invoice_Template/DD_Display_Usage_Charge_Breakdown https://knowledgecenter.zuora.com/CB_Billing/IA_Invoices/Creating_a_Custom_Invoice_Template/Merge_Fields_for_Invoices

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