Community - About andrew_zuora

andrew_zuora

For some time, the only way to pull the Credit Memo Template ID & Debit Memo Template ID was via an API call (GET Account). This caused issues when Zuora UI users were trying to confirm the ID used on the Credit/Debit Memo Templates for specific Customer Accounts, as they were unable to run reports or export this data from the UI. Good news! These fields are now available in Data Query. Please use the following SQL, and modify as necessary: select AccountNumber, Name, CommunicationProfileId, InvoiceTemplateId, CreditMemoTemplateId, DebitMemoTemplateId from Account where Status = 'Active' This will give you the Invoice, Credit Memo, and Debit Memo Template ID's for all of your Active Accounts.

andrew_zuora

There are two types of payment gateways in Zuora: Live and Test. When using the "Test Gateway" (Zuora) or "Gateway Test Environment" (using a Payment Gateway provider), all transactions will be Approved. With this said, if you are trying to test card declines along with the gateway's various error messages, you must ensure you are using a "live" gateway (Gateway Test Environment checkbox UNCHECKED). Once you are using a "live" gateway, you can use your payment gateway providers' documentation to test various errors. You would normally need to update the test card number and/or the transaction amount to receive different responses. For example, a card with "4111 1111 1111 1111" with $3.00 authorization may return with a 400 error, and "4222 2222 2222 2222" with a $4.00 authorization may return a 503 error.

andrew_zuora

Hi Wilco & Kevin, I wanted to share that these fields are now exposed via Data Query. You can use the following SQL to pull the Credit/Debit Memo Template ID's in the UI: select InvoiceTemplateId, CreditMemoTemplateId, DebitMemoTemplateId from Account This will allow users to pull these ID's in the UI, versus having to use the GET Account API call.

andrew_zuora · ‎03-18-2021

Do you ever have a question about an error message you received on a payment, or perhaps a payment method authorization? Is your normal approach to create a support ticket for more details? Please note that you are able to pull the logs for the payment & payment method via Reporting and Data Sources. The objects are: Payment Transaction Log (for Payments): Payment Method Transaction Log (for Payment Methods): Reporting: This log will include both the request Zuora sends to your Payment Gateway, as well as the response the gateway sends back to Zuora. This is normally all you need to share with your gateway provider for more information on the error. In addition, since the error message comes from the Payment Gateway and not Zuora, we recommend pulling these logs, and creating a ticket with the gateway provider.

andrew_zuora · ‎03-18-2021

In order to create and edit Cards and Datasets within Analytics, you must ensure you have the Zuora Reporting Role = "Reporting Administrator". This includes the "Manage Analytics" permission: With the standard Reporting Role, you can view cards, but are unable to view datasets, as well as create new cards, or edit datasets. Your screen should look like this when you have the required permissions: Here is your screen display when you do not have the required permissions: Please reach out to any of your internal Administrators for increased permissions.

andrew_zuora · ‎03-21-2019

Answer: Yes, you will need to run 1) contract modification report and 2) revenue contract detail report to pull this information.

andrew_zuora · ‎03-21-2019

I am trying to find a report that has all the contracts that have been modified vs. contracts not modified, and includes which month the contract modification took place. Do I need to run two reports to get this information?

andrew_zuora · ‎03-21-2019

Answer: The conversion happens in RevPro from “Transaction Currency” to “Set of Books Currency”, and then from “Set of Books Currency” to “Reporting Currency”. There is no option in the system to override this.

andrew_zuora · ‎03-21-2019

How does the RevPro configuration work for converting “Transaction Currency” to “Functional Currency” to “Reporting Currency”? Is RevPro taking the exchange rate from TC to FC, and then the exchange rate from FC to RC? Is it possible to convert from TC to FC and also TC to RC?

andrew_zuora · ‎03-21-2019

Answer: (100 – Posted Percent) * Transaction Price + Unscheduled adjustments = Allocatable Function EX Price

andrew_zuora · ‎03-21-2019

How do I calculate / determine my Allocatable Function EX Price?

andrew_zuora · ‎03-21-2019

Answer: Ext SSP Price / Total Ext SSP Price * Total Sell Price = Ext Allocated Price

andrew_zuora · ‎03-21-2019

How do I calculate / determine my Ext Allocated Price in RevPro?

andrew_zuora · ‎03-21-2019

Answer: If the line is 0% recognized, you can defer the line, gather an SO update with the correct dates, and this will update the start / end date for you.

andrew_zuora · ‎03-21-2019

Question: We entered the wrong revenue start / end date for an RC, how do I fix this in RevPro?

andrew_zuora · ‎03-21-2019

Answer: Please defer 100% and then recognize 100%.

andrew_zuora · ‎03-21-2019

Answer: If your intention is NOT to reduce the contract value of the order and just cancel the invoice, please keep the value for the return flag as 'N'.

andrew_zuora · ‎03-06-2019

Issue: We have a completed contract, and are unable to release the final revenue portion. We have tried attempting all of the ‘Allocation’ options. How do we release the revenue?

andrew_zuora · ‎03-06-2019

Question: If I have a CM line that has a rebill flag = Y, what should we send for return flag? Y or N? The purpose for the CM line with rebill flag = Y is to have RevPro NOT to reduce the contract value of the order. We will send in the rebill invoice in the future. In this case, we are wondering what value we should send for return flag, Y or N.

Happy Business Starts Here

Vision

Products

Zuora Central Platform

Products

Zuora Marketplace

Solutions

By Industry

By Role

Customers

Resources

Resources

Subscribed

Support

Company

Credit Memo Template ID & Debit Memo Template ID available in UI via Data Query

"Gateway Test Environment" cannot be used to test Declined Payment Method Errors

Re: Add Credit Memo Template ID and Debit Memo Template Id of an Account to query/export/aqua result

Logs for Payments and Payment Methods available on Zuora UI & Reporting

How do I create and edit Analytics Cards and Datasets?

Re: How do I find contracts that have been modified vs. not modified, and by period?

How do I find contracts that have been modified vs. not modified, and by period?

Re: Converting Transaction Currency to Functional Currency to Reporting Currency

Converting Transaction Currency to Functional Currency to Reporting Currency

Re: How do I calculate Allocatable Function EX Price?

How do I calculate Allocatable Function EX Price?

Re: How do I calculate Ext Allocated Price?

How do I calculate Ext Allocated Price?

Re: Change Revenue Start / End Date

Change Revenue Start / End Date

Re: Unable to release the final revenue portion on an RC

Re: Return Flag on Rebill Flag: Y or N?

Unable to release the final revenue portion on an RC

Return Flag on Rebill Flag: Y or N?