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Aberna · ‎01-30-2020

Question: The CSV file generated by the 'Export End-Customer Subscription Details' activity has the default Zuora column names like 'Account.PlumeCustomerID__c'. We will have to send this export CSV as email attachment. Is there any way to change the column names to something like 'Customer ID' before sending the email? Solution: Use Data query instead of Export in the workflow. Data Query allows you to use alias name while extraction.

Aberna · ‎01-30-2020

Question: Invoice being posted when it shouldn't be. Reason: When there is a Draft invoice that is not posted, when a BR runs next this Invoice will be picked up in it and the settings in the second BR will be taken into consideration. Below is the history of what has happened on those invoices. 1.BR-00021305 executed on 09/25/2019 with Auto post set to No, making the generated Invoice -INV01266078 be in Draft status. 2. As this invoice was in Draft status and before it was posted, when the BR BR-00021979 which has Auto-post set to Yes, picked up the Invoice INV01266078 and Auto posted it. Though both the BR's are run by 2 different users this scenario will take place. In such cases you would find 2 BR's associated to this invoice as shown below.

Aberna · ‎11-26-2019

Question : For a subscription( A-S01414961) that the Zuora TCV is showing an amount higher than what's been fully billed on the subscription. Attached below is a TCV and TCB export for the mentioned subscription. Everything has been billed on the subscription, so I would expect TCV and TCB to match (TCV is higher by roughly $8k). Do we know why this is? Answer: By design TCV and TCB values might not be the same, the same could be found in the below article. https://knowledgecenter.zuora.com/BC_Subscription_Management/Orders/AA_Overview_of_Orders/Key_Metrics_for_Orders#Order_Tcv How TCB and TCV are calculated? Charge # C-01484722 Version 2 Total charge Value= 10.07*17545 MRR value =176678.15/12=14723.179166667 Below is how the system calculates TCV The charge is trigger on 2/21/2019, its start date is 02/21/2016 and end date is 01/01/2020 1. interval months: 10 months. 2. Partial Date = Start Date + Interval Months = 12/21/2019 3. Interval Date = End Date - Partial Date = 01/01/2020 - 12/21/2019 = 11 days 4. Base Days = (Start Date + Interval Months + one month) - Partial Date = (21/02/2019 +10+1)-12/01/2020 = (21/01/2020-21/12/2019)=31 days 5. TCV = MRR x ( interval Months + (Interval Date / Base Days)) = MRR * (10 + 11/31) TCV=14723.179166667 *(10+(11/31))=152456.145564516 Below is how the system calculates TCB Total_amount = Price_per_month * (Number_of_full_months +(Prorated_days/Actual_number_of_days_of_the_prorated_month) ) TCB=MRR *(10+(8/28)) =14723.179166667*(10+(8/28)) =151438.41

Aberna · ‎09-28-2019

Question : In the Knowledge center article , proration for January is calculated as January proration: 17 days * $100/31 days = $54.74 but 17*100/31 = 54.83 how is this value arrived at? https://knowledgecenter.zuora.com/CC_Finance/D_Finance_Settings/Manage_Revenue_Rules/Components_and_Configuration_Options Solution: Rounding Rule of the revenue schedule has to be checked first. Here the rounding is considered to be "Round Trailing". Use case: Service period: January 15 to April 14 of the same year Invoice item amount: $300 Proration is calculated as follows: Number of prorated days: 17 + 14 = 31 days (January and April) January proration: 17 days * $100/31 days = $54.74 April proration: 14 days * $100/31 days = $45.26 January calculation: One prorated day: 100/31= 3.22580645. Round to two decimal places = 3.22 remaining value: 0.00580645 Calculation for 17 Days: 3.22*17 = 54.74 , Rounding value for 17 Days: 0.00580645*17 = 0.09870965 April Calculation: One prorated day for April: 100/31= 3.22580645 Round to two decimal places = 3.22 , remaining value: 0.00580645 Calculation for 14 days: 3.22*14 = 45.08, Rounding value for 14 days: 0.00580645*14 = 0.0812903 Remaining rounding values from January and April then get added to April's amount: 45.08 + 0.09870965 + 0.0812903 = 45.26.

Aberna · ‎09-02-2019

This video shows how to create Accounting Period using API loader in bulk.

Aberna · ‎08-31-2019

Question: In my workflow I want to query two accounts (using Query activities) and I want both account objects to be accessible to me throughout the workflow. However, after the 2nd query runs it overwrites the first account object. How to achieve the above? Solution: There is an option in Workflow called "Payload" which can be used in Query, Using which we could avoid overwriting the account object. Please find below steps to achieve the same. 1. In the Search for the account for the same email id give Payload Alternative Placement (which could be any name) 2. In the Iterate Through All Accounts select the alternate name given in the above step 3. In Update the Account Number, use the alternate name for Updating as shown below. On doing the above steps , we are capturing the second account number in the Payload field thus avoiding the Overwriting.

Aberna · ‎08-05-2019

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

Aberna · ‎08-05-2019

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

Aberna · ‎08-05-2019

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

Aberna · ‎07-24-2019

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 modify the field name in the attachment of an Email notification in Workflow

Invoices are auto posted when auto post is not turned on in BR

Why is there a difference between TCV and TCB Values ?

Revenue Proration Calculation Explained

Mass create Accounting Periods using API loader- Developer tool

How to use same object in multiple query tasks in a workflow

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