Problem: How to use the Zuora Quotes fields which is not available in ZCharge Object? In general, we are using the ZCharge object in many places to automate the Quote Process. Example: If you want to populate "End Date" as "Specific End Date"  and "Specific Date"  as "Today", we can use directly ZCharge objects variable " END_DATE_CONDITION"  and "SPECIFIC_END_DATE".   Please refer this article more about ZCharge class:  https://knowledgecenter.zuora.com/CPQ/I_Development_Resources/C_Component_Library/C_Global_Classes/C_zCharge_Class But few fields are not available in ZCharge Class and how to use those fields in Zuora Quotes Charge? Example: ZCharge Class doesn't have the option to update "Trigger Condition" related fields.  Here is the solution to update the fields which are not available in ZCharge Class.    Solution: If you identified the fields are not available in the ZCharge class then you use QuoteRatePlanCharge Field API name directly in your apex code. Please see below for the steps.  Step 1: You must use the below method and mention the Field API name that you are going to update on QuoteRatePlanCharge. You can add your own custom fields here. zqu.GlobalCustomFieldDefinition.CHARGE_FIELDS = new Set<String>{'FreeTrialExtension__c','zqu__PriceChangeOption__c', 'zqu__PriceIncreasePercentage__c', 'DiscountMonths__c', 'zqu__TriggerEvent__c', 'zqu__TriggerDate__c'}; Step 2: You can update the field using the ZCharge object name. charge.put('zqu__TriggerEvent__c', 'SpecificDate');  charge.put('zqu__TriggerDate__c', Date.Today());               ... View more

Problem:  Existing quote custom fields values are not populating automatically on the creation of amendment quote. Solution:  Step 1: Install and configure the Zuora 360 package in the same org as Zuora Quotes. Step 2: Create the custom field with the same name and data type(Same as Zuora->Subscription) on the Subscription object( Zuora__Subscription__c) . Step 3:  Use below apex class.        Note: I have provided sample custom fields in the apex class. Please use your own custom field.  global class Zuora_DefaultValues extends zqu.CreateQuoteController.PopulateDefaultFieldValuePlugin{ global override void populateDefaultFieldValue(SObject record, zqu.PropertyComponentController.ParentController pcc) { if(!Test.isRunningTest()) { super.populateDefaultFieldValue(record, pcc); } if(record.get('zqu__ExistSubscriptionID__c') != null) { String subscriptionId = String.valueOf(record.get('zqu__ExistSubscriptionID__c')); Zuora__Subscription__c objSubscription = [Select Id, BillingPeriod__c, BillingTiming__c, Zuora__External_Id__c from Zuora__Subscription__c where Zuora__External_Id__c =: subscriptionId]; record.put('BillingPeriod__c', objSubscription.BillingPeriod__c); record.put('BillingTiming__c', objSubscription.BillingTiming__c); } } } Step 4: Register the apex class in Zuora Config -> Component Registration ->  CreateQuote   ... View more

Problem:  Some users don't want to use Guided Product Selector as they have only one Guided Product Selector for each New and Amendment Quote.  In this case, the user wants to directly jump to Add Product Page. But the Zuora -> newly designed add product page will not allow the user to disable the guided product selector option in Zuora Config, if you disable then it will throw an error while creating the quote record.    Solution:  In order to achieve this, we have to follow the below steps so you can skip the guided product selector page.  Step 1:  Guided Product Selector is mandatory for newly created Add Product Page so you have to create at least one guided product selector for New and Amend Quote. Step 2: Create below apex class in your org.   global class QuoteUpdatePlugin extends zqu.CreateQuoteController.UpdateRecordPlugin   {  global override PageReference doUpdate (SObject record, zqu.PropertyComponentController.ParentController parentController)     {         zqu__Quote__c quote = (zqu__Quote__c) record;         insert quote;         PageReference redirectPage = new PageReference('https://zqu.ap4.visual.force.com/apex/EditQuoteProducts');              redirectPage.getParameters().put('crmAccountId', ApexPages.currentPage().getParameters().get('crmAccountId'));         redirectPage.getParameters().put('id', quote.Id);         redirectPage.getParameters().put('oppId', ApexPages.currentPage().getParameters().get('oppId'));         redirectPage.getParameters().put('quoteType', ApexPages.currentPage().getParameters().get('quoteType'));         redirectPage.getParameters().put('stepNumber', '3');                  if(ApexPages.currentPage().getParameters().get('quoteType') == 'Subscription')         {             redirectPage.getParameters().put('editQuoteProductsMode', 'GuidedSelling');             redirectPage.getParameters().put('flowId', [Select Id from zqu__GuidedSellingFlow__c].Id);             redirectPage.getParameters().put('stepId', [Select Id from zqu__GuidedSellingStep__c].Id);                          if(ApexPages.currentPage().getParameters().containsKey('billingAccountId'))                 redirectPage.getParameters().put('billingAccountId', ApexPages.currentPage().getParameters().get('billingAccountId'));         }         else         {             redirectPage.getParameters().put('editQuoteProductsMode', 'GuidedSelling');             redirectPage.getParameters().put('flowId', [Select Id from zqu__GuidedSellingFlow__c].Id);             redirectPage.getParameters().put('stepId', [Select Id from zqu__GuidedSellingStep__c].Id);             if(ApexPages.currentPage().getParameters().containsKey('billingAccountId'))                    redirectPage.getParameters().put('billingAccountId', ApexPages.currentPage().getParameters().get('billingAccountId'));         }         redirectPage.setRedirect(true);                 return redirectPage;     }     } Step 3: Register your class in Zuora Config -> Component Registration -> CreateQuote   Step 4:  Try to create a new/Amend Quote, it will skip your Guided Product Selector page automatically.      ... View more

Problem Many of them trying to do amendments via code especially on the trigger of Opportunity. Please see below for the solution to create an amendment quote for Remove products using the apex program? Solution public class QuoteAmendmentRemoveProduct { public static void createAmendmentQuoteWithRemoveProduct(String AccountId, String ContactId, String ZuoraAccountId, String ZuoraSubscriptionId, String OppID){ Datetime now = System.now(); // Create Quote zqu__Quote__c quoteSObject = new zqu__Quote__c(); quoteSObject.zqu__SubscriptionType__c = 'Amend Subscription'; quoteSObject.zqu__ZuoraAccountId__c = ZuoraAccountId; quoteSObject.zqu__ExistSubscriptionId__c = ZuoraSubscriptionId; quoteSObject.zqu__Opportunity__c = OppID; //quoteSObject.zqu__ValidUntil__c = Date.newinstance(now.year(),now.month(),now.day()); quoteSObject.zqu__BillToContact__c = ContactId; quoteSObject.zqu__SoldToContact__c = ContactId; quoteSObject.zqu__StartDate__c = Date.newinstance(now.year(),now.month(),now.day()); quoteSObject.zqu__PaymentMethod__c = 'Credit Card'; quoteSObject.zqu__PaymentTerm__c = 'Net 30'; quoteSObject.zqu__Currency__c = 'USD'; quoteSObject.zqu__InitialTerm__c = 12; quoteSObject.zqu__RenewalTerm__c = 12; quoteSObject.zqu__RenewalSetting__c = 'RENEW_WITH_SPECIFIC_TERM'; quoteSObject.zqu__Amendment_Name__c = 'Remove Product'; quoteSObject.zqu__SubscriptionTermStartDate__c = Date.Today(); insert quoteSObject; // Invoking future method as "zqu.zQuoteUtil.getChargeGroups" will invoke callout getChargeGroups(quoteSObject.Id, AccountId, ZuoraAccountId); } @future(callout=true) public static void getChargeGroups(String QuoteId, String sfdcAccountId, String ZuoraAccountId){ // Load the charge groups with rate plan name "Basic Plan" that need to be updated List<zqu.zChargeGroup> chargeGroups = zqu.zQuoteUtil.getChargeGroups(QuoteId); List<zqu.zChargeGroup> chargeGroupsToDelete = new List<zqu.zChargeGroup>(); for (zqu.zChargeGroup chargeGroup : chargeGroups) { if ( chargeGroup.ratePlanName == 'ZELO Rate Plan') { chargeGroupsToDelete.add(chargeGroup); } } zqu.zQuoteUtil.deleteChargeGroups(chargeGroupsToDelete); //Using Queueable to send the updated info to Zuora. Again it will make callout I'm using Queueable since we can't invoke future from future method SendToZuora updateJob = new SendToZuora(sfdcAccountId, ZuoraAccountId, QuoteId); ID jobID = System.enqueueJob(updateJob); } } //Send to Zuora public class SendToZuora implements Queueable, Database.AllowsCallouts { private List<Account> accounts; private ID parent; private String sfdcAccountId; private String ZuoraAccountId; Private String QuoteId; public SendToZuora(String sfdcAccountId, String ZuoraAccountId, String QuoteId) { this.sfdcAccountId = sfdcAccountId; this.ZuoraAccountId = ZuoraAccountId; this.QuoteId = QuoteId; } public void execute(QueueableContext context) { List<zqu.zQuoteUtil.ZBillingQuoteCollection> quotes = new List<zqu.zQuoteUtil.ZBillingQuoteCollection>(); zqu.zQuoteUtil.ZBillingQuoteCollection quote = new zqu.zQuoteUtil.ZBillingQuoteCollection(); quote.sfdcAccountId = sfdcAccountId; // SFDC CRM Account ID quote.zAccountId = ZuoraAccountId; // Zuora Billing Account ID quote.quoteRequests = new List<zqu.zQuoteUtil.ZBillingQuoteRequest>(); zqu.zQuoteUtil.ZBillingQuoteRequest req = new zqu.zQuoteUtil.ZBillingQuoteRequest(); req.sfdcQuoteId = QuoteId; // SFDC Quote ID quote.quoteRequests.add(req); quotes.add(quote); List<zqu.zQuoteUtil.zBillingResult> results = zqu.zQuoteUtil.sendToZBilling(quotes); for ( zqu.zQuoteUtil.zBillingResult result : results ) { System.debug('Result: QuoteId = ' + result.sfdcQuoteId + ', Success = ' + result.success + ', message = ' + result.message ); } } } ... View more

Problem How to create an amendment quote for update products using the apex program? Solution public class QuoteAmendmentUpdateProduct { public static void createAmendmentQuoteWithUpdateProduct(String AccountId, String ContactId, String ZuoraAccountId, String ZuoraSubscriptionId, String OppID){ Datetime now = System.now(); // Create Amendment Quote with mandatory fields (Get ZuoraAccountId, SubscriptionId from existing quote ) zqu__Quote__c quoteSObject = new zqu__Quote__c(); quoteSObject.zqu__SubscriptionType__c = 'Amend Subscription'; // Type should be Amend Subscription quoteSObject.zqu__ZuoraAccountId__c = ZuoraAccountId; quoteSObject.zqu__ExistSubscriptionId__c = ZuoraSubscriptionId; quoteSObject.zqu__Opportunity__c = OppID; //quoteSObject.zqu__ValidUntil__c = Date.newinstance(now.year(),now.month(),now.day()); quoteSObject.zqu__BillToContact__c = ContactId; quoteSObject.zqu__SoldToContact__c = ContactId; quoteSObject.zqu__StartDate__c = Date.newinstance(now.year(),now.month(),now.day()); quoteSObject.zqu__PaymentMethod__c = 'Credit Card'; quoteSObject.zqu__PaymentTerm__c = 'Net 30'; quoteSObject.zqu__Currency__c = 'USD'; quoteSObject.zqu__InitialTerm__c = 12; quoteSObject.zqu__RenewalTerm__c = 12; quoteSObject.zqu__RenewalSetting__c = 'RENEW_WITH_SPECIFIC_TERM'; quoteSObject.zqu__Amendment_Name__c = 'Update Product'; quoteSObject.zqu__SubscriptionTermStartDate__c = Date.Today(); //Insert Quote insert quoteSObject; // Invoke future method since getChargeGroups will execute callout getChargeGroups(quoteSObject.Id, AccountId, ZuoraAccountId); } @future(callout=true) public static void getChargeGroups(String QuoteId, String sfdcAccountId, String ZuoraAccountId){ // Load the charge groups with rate plan name "Basic Plan" that need to be updated List<zqu.zChargeGroup> chargeGroups = zqu.zQuoteUtil.getChargeGroups(QuoteId); List<zqu.zChargeGroup> chargeGroupsToUpdate = new List<zqu.zChargeGroup>(); List<zqu.zChargeGroup> chargeGroupsToUpdate11 = new List<zqu.zChargeGroup>(); for (zqu.zChargeGroup chargeGroup : chargeGroups) { if ( chargeGroup.ratePlanName == 'AirtelDTH') { system.debug('--- IN ----'); chargeGroupsToUpdate.add(chargeGroup); } } List<zqu.zCharge> lstZCharge = new List<zqu.zCharge>(); // Update the discount amount of all charges in the charge groups and recalculate the charges for( zqu.zChargeGroup groupT : chargeGroupsToUpdate ) { for ( zqu.zCharge charge : groupT.zCharges ) { charge.EFFECTIVE_PRICE = '140'; lstZCharge.add(charge); //chargeGroupsToUpdate11.add(groupT); system.debug('--- groupT ---'+groupT); } } zqu.zQuoteUtil.calculateChargesOnEffectivePriceChange(lstZCharge); // Persist the updates chargeGroupsToUpdate = zqu.zQuoteUtil.updateChargeGroups(chargeGroupsToUpdate); //Using Queueable to send the updated info to Zuora. Again it will make callout I'm using Queueable since we can't invoke future from future method SendToZuora updateJob = new SendToZuora(sfdcAccountId, ZuoraAccountId, QuoteId); ID jobID = System.enqueueJob(updateJob); } } //Send to Zuora public class SendToZuora implements Queueable, Database.AllowsCallouts { private List<Account> accounts; private ID parent; private String sfdcAccountId; private String ZuoraAccountId; Private String QuoteId; public SendToZuora(String sfdcAccountId, String ZuoraAccountId, String QuoteId) { this.sfdcAccountId = sfdcAccountId; this.ZuoraAccountId = ZuoraAccountId; this.QuoteId = QuoteId; } public void execute(QueueableContext context) { List<zqu.zQuoteUtil.ZBillingQuoteCollection> quotes = new List<zqu.zQuoteUtil.ZBillingQuoteCollection>(); zqu.zQuoteUtil.ZBillingQuoteCollection quote = new zqu.zQuoteUtil.ZBillingQuoteCollection(); quote.sfdcAccountId = sfdcAccountId; // SFDC CRM Account ID quote.zAccountId = ZuoraAccountId; // Zuora Billing Account ID quote.quoteRequests = new List<zqu.zQuoteUtil.ZBillingQuoteRequest>(); zqu.zQuoteUtil.ZBillingQuoteRequest req = new zqu.zQuoteUtil.ZBillingQuoteRequest(); req.sfdcQuoteId = QuoteId; // SFDC Quote ID quote.quoteRequests.add(req); quotes.add(quote); List<zqu.zQuoteUtil.zBillingResult> results = zqu.zQuoteUtil.sendToZBilling(quotes); for ( zqu.zQuoteUtil.zBillingResult result : results ) { System.debug('Result: QuoteId = ' + result.sfdcQuoteId + ', Success = ' + result.success + ', message = ' + result.message ); } } }   ... View more