Community - About perswardh

perswardh · ‎02-02-2021

Correct! We have a similar setup where we let either customer service or the customers themselves through self service cancel their subscriptions. If the termType of the subscription is TERMED we use the cancellation option TermEndDate. I think this is something you could do as well.

perswardh · ‎02-01-2021

Hi, Maybe I am missing something here but to me it sounds like option one that you are proposing the standard Zuora way of doing this. A termed subscription is a commitment by the customer. We use this in the same way. We have a termed subscription with the term corresponding to the commitment period. Since the client commits we also give them a discount for the commitment period. We set it up as Renew to Evergreen and then it will continue with the same billing period as the initial term, e.g. monthly. When you use termed subscription you get the option when cancelling the subscription to select term end. Hope this answers your question. Kind regards Per

perswardh · ‎01-21-2021

Hi Karine, If you only have that single charge on a rate plan you can set the effective end date to what ever date you wish. I don't think it is possible to deactivate a specific charge. Note though that it won't deactivate the charge on the subscriptions that includes that charge.

perswardh · ‎12-11-2020

Hi, Unfortunately the 360 stnc is just a 180 sync, Zuora to Salesforce. We have solved this by letting our middleware first to create the account in salesforce and the. Set the id of the salesforce account as the crmid on the account in zuora when creating the account and subscription. You can create the account when you create the subscription. I can give you some more details on Monday if you would like. All the best Per

perswardh · ‎09-30-2020

Hi, I guess you don't want to invoice the customer before the trial period has passed. What you could to is to create a termed subscription with the intial term equaling the trial period and add a discount of 100% for that period and set renew to evergreen (or to a specific term). Once the initial term has passed you either manually have to renew the subscription or if auto renew is set to true the subscription will be renewed to evergreen and and invoice is created with the amount specified for the normal price. This is the only way I can see that you can do this without using more dates. If you find my suggestion as the solution, please mark it. Kind regards Per

perswardh · ‎05-17-2020

Hi Stephen, One way would be to add the fees to the subscription using charges. In our case we are looking into relating the different payment methods to a specific payment method fee (this requires to have some kind of middleware that can manage this or a process in Zuora where users will have to add the corresponding charge). Once a customer switches between the payment methods we remove/add the corresponding charges. There is an example on knowledge center for late payment fees that stipulates the same (using charges for late payments). You can find it here: https://knowledgecenter.zuora.com/Central_Platform/Workflow/D_Workflow_Use_Cases/Apply_Late_Fee_to_Accounts_with_Overdue_Invoices I am not aware of any documentation from Zuora regarding this. The above suggestion is my own solution to it. If you get hold of anything please let me know. Kind regards Per

perswardh · ‎05-14-2020

Hi, You should be able to post the invoice once again. Is this button available on the invoice? Furthermore if you have cancelled it you can also delete the invoice and run a bill run for that specific customer with the same Invoice and Target Dates as when the cancelled invoice was created. https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/J_Billing_Operations/G_Bill_Runs/Creating_Bill_Runs#Create_an_Ad_Hoc_Bill_Run Let me know if you have any further questions. If this helped, please mark this post as best answer/solution. Kind Regards Per

perswardh · ‎04-20-2020

@Jing Thanks for the clarification. Just wanted to make sure that the release notes for the application was not missed. Maybe good to state that so there are no misunderstanding

perswardh · ‎04-19-2020

Is it as inteded that release notes for the application is empty? Nothing fixed or changed there?

perswardh · ‎01-31-2020

Hi again Thomas, Good to hear that it is of some help. Please feel free to mark my suggestion as the solution. All the best, Per

perswardh · ‎01-30-2020

Hi Theoff, I don't think that it is possible to do that other than using Discount fixed amount charges and include those on corresponding product rate plans. Example: On Product A create Product Rate Plan A100 which includes a charge of €100 for Product A and a Discount Product Rate Plan of type Fixed Amount. The Discount Amount should be the price of Product B - €75, e.g. Product B costs €12€, the discount amount should be €45. On this discount charge on Product A set "Apply Discount to" the corresponding charge model(s) of Product B and under "Include the following product charges" select Product B as product, the Product Rate Plan of Product B and the Product Rate Plan Charge of Product B (e.g. the charge that points out the €12€ charge of Product B). Do the same thing for a charge of Product A with the amount of €150, i.e. create a discount charge, e.g. with the amount of €25, on the Product Rate Plan which includes the €150 charge and point out the same charge on Product B as above. Then when you create the subscription and add the Product Rate Plan (€100 or €150) of Product A and the "standard" Product Rate Plan of Product B (€120) the discount fixed amount charge on the Product Rate Plan on Product A will kick in and reduce the price of Product B by €25 and €45 respectively and the totals on the invoice would align to what you expect, Product A = €100 and Product B = €75 > Total €175 or Product A = €150 and Product B = €95 > Total €245. Let me know if this solves your issue or if you have any further questions

perswardh · ‎01-30-2020

Hi, As far as I know there are no support for this in Zuora, hence you need to implement it yourself outside of Zuora and utilize the APIs. By "manually" I meant implementing it in your own service/application. Found this article: https://knowledgecenter.zuora.com/Developer_Platform/API/G_SOAP_API/E1_SOAP_API_Object_Reference/Usage/Billing_Usage More specifically: "If you omit all of the fields ChargeId, ChargeNumber, SubscriptionId, and SubscriptionName, then usage is billed against all charges associated with the account that have the same UOM values. The two charge-related fields, ChargeId and ChargeNumber, connect usage with a specific charge. The two subscription-related fields, SubscriptionId and SubscriptionName, connect usage with a specific subscription." Hope this helps

perswardh · ‎01-29-2020

Hi, I guess you need to keep track of which of the usage are the included, which are pre-paid and which are overage (using product, subscription rate plan and subscritption rate plan charge. You can get the current usage using the REST API (https://www.zuora.com/developer/api-reference/#operation/GET_UsageRecordsQuery) and then calculate how to distribute the hours and the post the usage to the different charges again using the REST API (https://www.zuora.com/developer/api-reference/#operation/POST_UsageRecords). However I think you create a stair-based charge for the usage, where one hour is for free and everything is charged, one charge for each pre-paid quantity (20, 40, 60) and overage for any additional quantity. However when you include the pre-paid I think you still would need to "manually" distribute the usage on the different charges. Let me know if this helps. Kind regards Per

perswardh · ‎11-10-2019

Hi Krzysztof, I guess you could create your own custom report based on the Rate Plan Charge datasource. On the Rate Plan Charge you have a field called Charged Through Date which I guess it what you are looking for, i.e. it is the date until when the charge has been charged, e.g. invoice generated. Using this field with a filter that the date in the field should be in the passed you would be able to see which subscriptions have future charges. Let me know if this helps

perswardh · ‎10-22-2019

Hi, Not sure what you mean since Bill Cycle Day does not exist on the Subscription Rate Plan Charge, however you have the Billing Day on the charge which could reference the Bill Cycle Day on the Customer Account if set to "Default from Customer Account". You can view it on the Subscription Rate Plan Charge if you click the name of the charge (you will get a new section). See below. If you find my answer as the solution, please mark it accordingly.

perswardh · ‎10-22-2019

Hi kheckler, We had the similar question when we did our proof of concept for the implementaiton of Zuora and as I recall they do not have any solution for this. But I found that if you first do a update of the Terms and Condition and add another month to the term, keeping the same term start date and additionally set the trigger dates of the amedment as of the order date. Then you add another amendment for a discount product that gives 100% discount for 1 month and set the trigger date for the amendment to be the first day of the added term period you get the behavior you wish for. You need to do it in two amendments since you need two different trigger dates. If you find my answer to solve your problem, please mark it as the solution.

perswardh · ‎02-14-2019

OK! If you find my answer helpful please mark it as the solution

perswardh · ‎02-12-2019

Hi, Since you want to renew the Rate Plans with different Renewal Settings I don't think it is possible since as I stated earlier this setting is on subscription level. Further more from my undestanding it will not be possible to use the endDateCondition for this scenario since this will set the end date for the charge meaning that when the number of periods or date is passed the charge will become inactive and cannot be re-activiated upon auto-renewal. To conclude I think the only way forward would be to have separated subscriptions for the different terms if they are to be auto-renewed. For my understanding you want to give the customer possibility to give the customer different terms depending on the Rate Plan they select? I.e. for the RP1 they should be able to cancel their subscription on that Rate Plan after one year while they have to subscribe to RP2 for a minimum of three years? Otherwise a way forward could be to use orderAction removeProduct after one, two, three years (or at any n*1 years) for RP1 and after three, six, nine (or at any n*3 years) for RP2 and have custom fields on the Subscription Product Rate Plan for which date they are allowed to remove their subscription to the rate plan. This would though require that you have a service application that holds this logic to determine if and when they can remove their subscription to the invidivual rate plans. Hope this is clear and helps you. Anyone else have any inputs? I curious to hear them 🙂 Kind Regards Per

perswardh · ‎02-11-2019

Hi, I don't think it is possible to achieve this using a single subscription with both rate plans, instead you would have to do as you suggest and create one subscription per rate plan. This since there are no link between the renewal term and the subscription rate plan. Just out of curiosity, what is your initial term? You would have the same problem for the initial term. If you could provide me with a bit more details about the use case, e.g. what exactly you are trying to achieve business vice I might be able to provide you some other solution... Kind regards Per

perswardh · ‎02-05-2019

Hi @peterscheen, Just out of curiousity, have you had time to test my suggestion? If so, did it solve your scenario? Looking forward to hear about the outcome. Kind Regards Per

perswardh · ‎01-29-2019

Hi, Not sure if you still need feedback on this but you could achieve this using the Charge Overrides. We use orders in our instance and when you add a product and its charges to an order you have the possibility to set the effective dates for each charge. In our case you create an order which either creates a subscription or adds a product. Once you have added the Product Rate Plan to the Order and clicked "Add Product" you come to an overview on the order. If you click "More details" on the Charge you can under "Timing and frequency" set "Trigger Condition" to "Upon a specific Date" and "End date" to "Specific end date" and set the dates that you want. This gives you full flexibility to set the effective dates of the charge.

perswardh · ‎12-12-2018

There is a Connect App incident: https://trust.zuora.com/incidents/q2pvpf4tvh0t

perswardh · ‎11-19-2018

Seems like me and my collegues are unable to log-in to Zuora production since the release. Nothing happens when clicking on the log-in button.

perswardh · ‎11-12-2018

Is there any way to test this prior to the deployment in production? Maybe similar to the last procedure mentioned earlier?

perswardh · ‎10-12-2018

Agree with @btemko. It goes for all release information and configurations that you do. Both timings and efftected environments and efftects are in general unclear. Regards Per

perswardh · ‎10-01-2018

@scottb with the phrasing: ”[...] we believe that there will be no impact to Zuora partner managed integrations such as Salesforce [...]” are you sure or not? Do we need to test something? A bit to week phrasing in my opinion.

perswardh · ‎09-27-2018

We are using Salesforce to setup offers to our customers. Basically it is a combination of Product Rate Plans that we use when we create the subscription in Zuora. However during the on-boarding (purchase) we need to send the Sales Tax Amount to the payment provider. Since the Z360 Sync does not synchronize the setup Tax Codes in Zuora (Billing > Setup Tax Codes) to Salesforce we need to be able to fetch this information and create it in Salesforce so that we can expose the Tax Code and their Rate in our offers. We have the Tax Code on the Product Rate Plan Charge but the are no link to the actual Tax Rate. One suggestion would be to use the query API to fetch this information, however I have checked the documentation but I cannot find anything about the Tax Code. Is it possible to do this through the query API or any other way to solve this? I found this: https://community.zuora.com/t5/Subscriptions/Taxes-on-product-price/m-p/16170#M488 In short it means that before we actually call our payment provider we need to do a preview on the subscription which could work but would be nice to have the Tax Codes and their rates in Salesforce.

perswardh · ‎09-13-2018

In Zuora there is a field "Renewal Setting" which specifies to which Term Setting (Termed or Evergreen) the subscription is renewed. This field does not exist on the subscription object (Zuora__Subscription__c) in Salesforce. When using termed subscription we need to know if the subscription is renewed to termed or evergreen.

perswardh · ‎09-13-2018

@Jiangli: I just wanted to point out that the way the post was written one would not know if the case would be that you only would get 2 days in between

perswardh · ‎09-12-2018

@Jiangli: I agree with @ysireesha. We need to know in advance what's included in the release so that we can be prepared and plan for any (breaking) changes to be fixed early since there are only one week between the start of release deployment to sandbox and start of release deployment to production. Worst case it would be only 2 days (last day of deployment in sandbox and first deployment in production - not clear if this situation will occur). So to sum up: we need to have the release notes earlier than the start of deployment in sandbox. If the release content changes, just make an update. Customers must have a way to rollback their changes (i.e. CVS) if something would be excluded.

Happy Business Starts Here