Community - About MKent525

MKent525 · ‎08-02-2018

This is vital to NCR to avoid billing issues in our financial business.

MKent525 · ‎05-30-2018

We need to add a data classification label to all our Zuora reports (including ad hoc "data exports"), so that anyone who receives those reports is aware of their sensitivity.

MKent525 · ‎05-24-2018

Does the Zuora - Azure integration support IDP-initiated authentication?

MKent525 · ‎12-01-2017

Is it possible to get a date for when that functionality is planned?

MKent525 · ‎12-01-2017

Are there any plans to add the subscription owner to the invoice item data source? I have come across another requiement from our business to report on these pieces of information together. I thought i had heard that this would be added at some point... thanks!

MKent525 · ‎07-14-2017

Which data sources will this impact?

MKent525 · ‎07-14-2017

which data sources will this impact?

MKent525 · ‎06-07-2017

We would like the ability to create custom fields to track information about specific data access controls selections Example.of our Data access controls selections: NCR >Retail >Finance >Hospitality I would want to store that Hospitality (and everything underneath it) sources its organization codes from a certain system. It would also be helpful to store information about how products should be routed for activation at that same level. The primary reasons for this are 1) maintain this type of system information to inform our integrations at the highest level (rather than managing it on each product or each account) 2) maintain this information as admins, rather than asking the business/operations users to enter that information manually and seeing errors 3) avoid hard-coding this type of logic into our integrations

MKent525 · ‎05-08-2017

We need to be able to track subscriptions at the site level, in order to automate our provisioning process and get detailed site-level P&L reporting. However, there are occasions where we offer volume discounts to customers, based on the number of sites or the cumulative number of transactions processed in that period. The complexity here is that the subscriptions are site-level and the discount is at a higher level (customer level - across ALL sites). Has anyone come up with a way to support this with current capabilities? the best we have come up with so far is creating negative charges to act as that "discount" and loading in usage each period with the count of sites, transactions,etc. Ideally, we would like to automate this process.

MKent525 · ‎03-27-2017

Has anyone seen this scenario? I have a group who wants to bill an annual overage fee on a monthly basis. The yearly transaction count would be started in January. Once the count exceeds 85,000 annually, the customer would be charged .38 for every additional transaction on a monthly basis. I am planning on handling this with an annual overage fee and billing it annually. Any other ideas?

MKent525 · ‎03-14-2017

Is there a way to add the cancellation fee as part of a cancellation quote? or does it have to be an amendment quote (followed perhaps by a cancellation quote)?

MKent525 · ‎03-14-2017

We also want to track different discount approval thresholds for different currencies, in order to drive sales behavior. Supporting different custom field values by currency would enable us to do this. @lukasz

MKent525 · ‎03-13-2017

For this specific use case, dynamic values based on the currency would be ideal (only showing 3 of 10 values, for instance). But if dynamic values were not available, the ability to select a different value from the full list when enabling a different currency would still solve my core problem. The specific use case is that I need to track a tax code (for our taxation system), but the tax code varies based on the ERP operating unit (loosely correlated to a country). We don't want to create duplicate rate plans for each country, since that would mean as many as 40 duplicates per plan. For the US, there is a certain set of valid tax codes. For Canada, there is another set of valid tax codes. I want to be able to select one value for the USD version of a rate plan and a different value for the CAD version of that rate plan. And if the system could also dynamically filter the picklist of options so that i only see Canada tax codes when i'm editing the CAD version (and US tax codes when i'm editing the US version)... that would be even better.

MKent525 · ‎03-13-2017

I am interested in a variation of this - different picklist values by currency in the product catalog. ?For example, if I have a picklist with 5 values (A, B, C, D, E), i may want to select "A" for a certain charge in USD and "D" for the same charge in CAD. Better yet, i would love to filter the picklist values by currency. In the same example, I would only want the following as options... >For USD - A, B, D >For CAD - C, D, E I am also considering creating separate custom fields, so that i would be able to capture that I need "A" when in USD and "D" when in CAD for that product rate plan charge. But this would obviously get very complex as we continue to add countries. I'm happy to provide more details if necessary.

MKent525 · ‎03-09-2017

Does anyone know if there is a way to select different values in the product rate plan or product rate plan charge custom fields, by currency? For example, if I have a picklist with 5 values (A, B, C, D, E), i may want to select "A" for a certain charge in USD and "D" for the same charge in CAD. Better yet, i would love to filter the picklist values by currency. In the same example, I would only want the following as options... For USD - A, B, D For CAD - C, D, E I am also considering creating separate custom fields, so that i would be able to capture that I need "A" when in USD and "D" when in CAD for that product rate plan charge. But this would obviously get very messy after adding more currencies! Has anyone found a way to handle this?

MKent525 · ‎02-27-2017

We need the ability to pre-select back-end discounts which should be automatically applied during the bill run. These discounts should be configurable on each subscription rate plan charge, preferably managed as a percentage. The existing functionality is not sufficient to meet our requirements. Existing option 1 (invoice item adjustment) - We need to apply these discounts before applying minimum pricing, so it cannot be handled as a credit memo/ invoice item adjustment (after bill run). If we wait, the minimum pricing calculation will be incorrect. Existing option 2 (amendment) - we do not want these discounts to be visible to the customer or salesperson, as it would be confusing for them. These back-end discount amounts are actually still billed to the customer through a partner.

MKent525 · ‎02-27-2017

We would like to have the option to generate invoice items at the tier level, instead of generating one invoice item for all combined tiers. then we can show the customer their usage at each tier, their discount at each tier, and their price at each tier. We have also seen some rounding issues caused by lumping all the tiers into a single invoice item, since our business adds a back-end discount to these charges. A significant portion of our business requires this functionality.

MKent525 · ‎12-02-2016

We are considering connecting 2 zuora instances to a single instance of salesforce for a short period of time in order to test a certain process in the only salesforce test instance that has our production data. We would have Z-Quotes pointing to one Zuora sandbox. We might move it back and forth once or twice while we are testing in order to support the needs of multiple projects. We would have Z-360 sync coming from both Zuora sandboxes. What types of risks should we be considering here? Has anyone else tried this - what was your experience?

MKent525 · ‎07-20-2016

we also need this - is it supported today?

MKent525 · ‎04-19-2016

Can I set the uplift % (CPI increase) for a quote/subscription through Z-Quotes?

MKent525 · ‎04-15-2016

Has anyone else run into the use case where you are billing for a usage-based charge variable rate? If so how did you support this? In my specific example... We have SMS fees that vary by country based on the SMS service provider's rates. These country-specific fees change monthly (as do exchange rates). Any recommendations on how to set this up in Zuora?

MKent525 · ‎04-15-2016

does the data access control field (enterprise-9 version of zuora) have any impact on rev rec or ability of users to recognize revenue?

MKent525 · ‎04-15-2016

Is there a limit on the number of Rate Plans that can be created for a single product? Is there a limit on the number of rate plans that can be created overall in a zuora tenant?

MKent525 · ‎04-07-2016

Zuora is soon releasing a new functionality to suspend/resume subscriptions. this will be a great help in supporting seasonal customers, but it would be much better if it were also supported through zuora quotes! This way the salespeople and operations can make those changes, and they can go through the standard quote approval process before impacting our billing.

MKent525 · ‎04-07-2016

i have multiple business groups that need to update invoice custom fields in bulk like this. Examples > Notify customers of a CPI increase > Notify customers of special circumstances such as restitution

MKent525 · ‎04-07-2016

We may be interested in the program. can you share information about the support for seasonal billing? our business users would like to be able to create a single quote to "pause" billing for a few months. example - ski resort that needs to have service & billing halted for the summer months. please let me know how we can get access to test this functionality, which i have heard called "suspend/resume"

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