About antonio

antonio · ‎07-26-2019

Hi, in the Prefix & Numbering feature it should be good that with a sequence set you can define: A) a prefix and numbering for invoices with amount >0 B) a different prefix and numbering for invoices with price lower than 0 (credit notes) At the moment only 1 prefix and numbering is possible for one sequence set and no difference among invoices and credit notes

antonio · ‎12-17-2018

antonio · ‎12-17-2018

We need to be able to select the accounting code for a refund of a Payment. In attachment the printscreen. I examplain you the business use case.: 1. We create a payment of one invoice. 2. This payment is linked to the accounting code of our BANK1 3. We synch with our Accounting System and we insert this transaction. 4. Now we Refund the payment in Zuora and we need antoher line on the same accounting code with negative amount for then synchronising our Accounting System and have 0 balance on this BANK1 accounting code. I hope that it is clear. A workaround proposed by Zuora is to link an accounting code to a payment method and use payments methods. The problem is that a we have more banks than payments methods. The issue that we have is discribed here: https://support.zuora.com/hc/en-us/requests/154713 Now it is blocking for us Thank you

antonio · ‎10-11-2018

We need to add an editable comment at Invoice Detail (or Invoice Item or Charge) level that has to be visible in the Invoice Template. At the moment: - if we add a custom field at Charge level --> it is not visible in the invoice template - if we add a custom field at INvoice Detail level --> it is not visible in the front end UI Thank you

antonio · ‎10-08-2018

It would be great if we can upload files to the invoice's Attachments section and include them as attachments when emailing the invoice to the customer

antonio · ‎10-08-2018

HI @weiwei HI @Yong thank you for the good news. Question: will we have to do a special configuration or the logout path will be used? Thank you Antonio

antonio · ‎10-08-2018

We need possiblity to do LEFT OUTER JOIN among Entities. I give you and example of an objective for having it: I need a report that shall show all the UOM of an Account where the usages were not loaded. I tried to do it starting from the Rate Plan Charge data source but I don't have the usages I tried to do it starting from the Usages data source but than it filters on all UOM where we had usages. What I need in pseudo SQL is the following SELECT ACCOUNT.*,CHARGES.UOM FORM ACCOUNT INNER JOIN CHARGES LEFT OUTER JOIN USAGES WHERE USAGES.VALUE IS NULL We need it to check that our interface worked fine. Thanks

antonio · ‎09-19-2018

Hi, we configure SSO. It is working for the login and logout but not for the session expiration. Therefore, when Zuora session expires we are redirected to the Zuora standard login page and not to the SSO login page. Our users are lost and not happy about this. They are expecting to be redirected to the page where they can login again.

antonio · ‎09-19-2018

Hi, it would be good to have the possiblity to specify, in the invoice numbering, the year that shall be dynamically calculated. Example in the Entity Setup you specify the following prefix: INV IT 'YYYY' and Zuora understand that 'YYYY' means that it shall add the 4 year digit of the year. Therefore the generated invoice numbers are the following: In date 10.12.2018: INV IT 2018 000001 In date 31.12.2018: INV IT 2018 000002 In date 01.01.2019: INV IT 2019 000003 and so on

antonio · ‎09-19-2018

It shall be good to add the possiblity to have the account number and the date in the invoice pdf name with also the new invoice number! At the moment it is only possible to choose the file name with the new invoice number OR the standard invoice naming (so standard invoice number + account number + invoice date). Example: old standard invoice number: INV000000015 invoice sequence nubmber : FACT ABC RT 0001 account number: A0000001 invoice date: 01012018 generated pdf: FACTABCRT001_A0000001_01012018.PDF

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Prefix & Numbering for invoices with price lower than 0

Re: Possiblity to select the accouting code in a Refund (as it is possible for Payments)

Possiblity to select the accouting code in a Refund (as it is possible for Payments)

Add Custom Field visible at Invoice Item level

Re: Conditionally Add Attachment to Invoice

Re: Expired Session not redirecting to the SSO logout page

Possiblity to have OUTER JOIN among report entities

Expired Session not redirecting to the SSO logout page

Enhanced Invoice Numbering : add dynamically year in the invoice name

Enhanced Invoice Numbering : add account number in the invoice pdf name