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Aberna

This tutorial will walk you through the steps in sending email notifications from Workflow app.

Aberna

This tutorial will walk you through the steps in creating an Amendment using workflow app.

Aberna

This tutorial will walk you through the steps in creating an Amendment using API loader functionality available as part of Developer Tools.

Aberna

Question :Requirement is to schedule a workflow which will extend the term by 1 more year for all termed subscriptions which have reached their term end date. However, there is no 'Terms and Conditions' option in the Amendment activity Answer: Terms and Conditions Amendment can be created in Workflow using CRUD functionality workflow provides. Step 1: On start create a CRUD function - > Create function. 2. Object should be Amendment as shown below, Give all the mandatory fields that are required for creating an Amendment. Which are the fields that are Mandatory /Optional can be found in below KC article. https://knowledgecenter.zuora.com/DC_Developers/G_SOAP_API/E1_SOAP_API_Object_Reference/Amendment

Aberna · ‎06-30-2019

In the above issue there were two products 1st product Rate plan with contract effective date as 11/28/2017 2nd Product Rate plan with contract effective date as 11/17/2018 In order to cancel an subscription for an orders enabled tenant follow the steps in given order. 1.Perform Remove product amendment for the product which has contract effective date as 11/17/2019. 2.Create an cancellation amendment for the Product which has contract effective date as 11/28/2017. On performing the steps given in the above order there will not be any invoices or credits created for the subscription.

Aberna · ‎06-30-2019

Question : There is a subscription in our environment (A-S00006521) with two products. Both products are Evergreen and are recurring. The first product has a Contract Effective/Service Activation Date of 11/28/2017, while the second product has a Contract Effective/Service Activation Date of 11/17/2018. We would like to cancel both subscriptions without generating any invoices or credits.

Aberna · ‎01-22-2019

There is a T9 feature " Override Accounting Code When Creating Invoice Item Adjustment via SOAP API" this needs to be enabled for the tenant to ensure Accounting code gets updated.

Aberna · ‎01-22-2019

I have created a Zuora connect workflow job that is write-off invoices of cancelled customers. In the Recognized Revenue Account field, I have entered "Bad Debt" and can see that the Soap call passes that account along in the create InvoiceItemAdjustment request. However, the recognized revenue accounting code is not being updated and is set to the default on the invoice item. What am I doing wrong?

Aberna · ‎01-22-2019

This can be achieved through Workflow app by following the below steps. 1.Create Custom Field in Product Rate plan charge. Billing Settings->Manage Custom Fields->Product Rate Plan Charge Fields->Add new Field 2.Launch the workflow app in your tenant and design as per the below layout. Prerequisite Before starting clear workflow cache for the new custom field created as part of the Product rate plan charge. Create Workflow Click on +Add->+Blank Workflow Provide Workflow Name & Description and create. Step 1: Export: 2.Iterate 3.Update 4.Email Notification Configure the email and Run schedule, Based on which the workflow will be triggered and email will be sent to the mail id established. This is how the final Layout will look like

Aberna · ‎01-22-2019

Our Enterprise Data team needs to know when a new Product Rate Plan Charge or PRPC Tier is created or updated in our Zuora catalog and I am trying to determine the best way to set up a notification to alert them. Ideas so far: Problem : 1) Set up a recurring report to send to distribution list when PRPC Created Date = TODAY. Issue: I would only want this report to be sent if there are actually records that meet this criteria and would not want to send a blank report. This does not seem to be possible, I found a Community Post (ABILITY TO SEND SCHEDULED REPORT BY MAIL ONLY IF THESE ARE NOT EMPTY) where another user had the same issue. 2) Set up a custom notification to email mentioned team when a new PRPC is created Issue: PRPC does not appear to be an available object to set up a custom notification for. Any thoughts on how we can achieve this? Thanks.

Aberna · ‎12-26-2018

Approach : Verify the currency configuration for the tenat. No of Decimal Places Rounding Mode Billing Settings->Customize Currencies In Zuora, Tax is calculated for each line individually. Based on the currency configuration the Tax amount is rounded off and totalled. Due to this there will be a tax rounding difference in the invoice total. More information on Rounding and precision https://knowledgecenter.zuora.com/CB_Billing/TB_Rounding_and_Precision

Aberna · ‎12-26-2018

Using AmendmentAPI Loader in Developer Tools Large value of Subscriptions can be Amended. Step1 : Export Operation Connect -->Tools--> New Task--> Amendment API Loader--> Perform Export Perform Export of the termed Subscriptions with Export as option as 'Terms and Conditions'. Perform Export of the termed subscriptions with Export As option 'Remove Product' Perform Export of the termed subscriptions with Export As option 'New Product' We will have 3 export files which should be updated to perform the required Amendment of the termed subscription to Evergreen Step2: Import Operation Update the required fields in all of the exported files based on their operation. Amendment.Name to be provided, provide name as 'Terms and Conditions' and Subscription.TermType to be updated as 'EVERGREEN' from 'TERMED'. Amendment.Name to be provided, provide name as 'Remove Product'. Ensure the Date format for the date fields is based on the header provided in the API loader 3. Amendment.Name to be provided, provide name as 'New Product' and replace the Charge.EnddateCondition 'Fixed Period' with 'SubscriptionEnd' and leave the Charge.UpToPeriods field blank . Ensure the Date format for the date fields is based on the header provided in the API loader

Aberna · ‎12-26-2018

Problem: We applied discounts to $0.00 out an invoice for a client and issued a draft bill run for Dec 1st to see what it would look like. There is $0 monthly services and $0.00 one-time charges but the invoice is ($0.03) for GST.

Aberna · ‎12-26-2018

We have approximately 3,600 Subscriptions that are termed with a Discount Percentage. We are changing the business policy requiring those discounts to be termed. What is the best way to amend the Subscriptions/Charges to remove the end dates/convert to Evergreen?

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How to send email notifications through workflow

Amendment using workflow app

Amendment using API Loader (Developer Tools)

How to create Terms and Conditions amendment using Workflow

Re: How to cancel a subscription which has multiple products with different contract effective dates

How to cancel a subscription which has multiple products with different contract effective dates in

Re: Accounting code is not being updated using Workflow

Accounting code is not being updated using Workflow

Re: Send Notification when New PRPC Created

Send Notification when New PRPC Created

Re: Incorrect Tax value on Zero value invoice

Re: Mass Amendment on Subscriptions

Incorrect Tax value on Zero value invoice

Mass Amendment on Subscriptions