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SaiNiveditha · ‎09-22-2019

Question : How can we add a new list filter to our zuora configuration in Salesforce? When we access Salesforce > Zuora Config > List Filter Configuration Settings we only see existing entries. Answer : Creating lists is possible by creating guided selling flow, once you have created the flow(list) you can edit the filter in filter configuration settings. Please find below KC article on how to do guided selling flow. https://knowledgecenter.zuora.com/CA_Commerce/C_Zuora_Quotes/CB_Zuora_Quotes_Configuration_Settings/J_Guided_Product_Selectors . Step 1 : Click on the Create Step Button to create the List name : Step 2: Create the List name and click Save. Step 3: Now Navigate to Zuora Config ---> List Filter Configuration Settings ---> You can find the new list created.

SaiNiveditha · ‎08-30-2019

QUESTION: Subscription Product Charge is not syncing to Salesforce when tried multiple times for a particular product only and the Rate Plan is already existing in Salesforce. It also had the Product and Product Rate Plan existing in Salesforce. It failed with the error : INVALID_FIELD:Foreign key external ID: xxxxxxxxxxxxxxxxxxxxxxxxxxxxxx not found for field Zuora__External_Id__c in entity Zuora__Product__c SOLUTION : In this case, there was a custom field in Salesforce in the zuora__product__c object which was of picklist value Family__c and the picklist value Network Services was not there in Salesforce for that field. The Subscription Production Charge could not sync for that product because the Family field had the value Network Services which was not present in the Salesforce end. As a generic statement to be said when a field in the Product Object uses a picklist value that is not present in SFDC but in Zuora then they will fail to sync to Salesforce. Thus kindly check if the Picklist values are populated as the same in Zuora.

SaiNiveditha · ‎08-27-2019

Question: Salesforce does not calculate the tax in the amount for a product, although the contact and account are from a verified country and should be taxed . Kindly please check why the tax is not included when creating a quote? Solution : On checking the Account for the particular quote we could see that the Tax Exemption is set to YES which will not allow tax calculation. On changing the option for Tax Exemption to NO the Tax will be calculated for that Quote in Salesforce

SaiNiveditha · ‎08-27-2019

Question : The Customer is getting an 'invalid operator' error in Zuora Quotes when trying to generate a quote. Solution : In this case, the issue was due to not having any value in the Start date field. I noticed you do not have the field Start Date added to the fieldset. To add the Start Date to the Create Quote Page please add it to the Fieldset by following the below steps:" Setup--> Create--> Quote--->Quote Field Sets---> and click on Edit next to the Subscription Terms & Conditions for New Subscription Quote: Subscription Terms Section ---> Drag and Drop the Start Date in the Field Set. Once added to the Field Set kindly populate the Start Date and continue to create the Quote and you can add the Add products without any' invalid operator' error. Please make sure to have this field as it is a required field in create Quote process

SaiNiveditha · ‎08-27-2019

Question: Customer is facing an error when upgrading the Z Quotes Managed Package in Salesforce. Your request to install package "Zuora Quotes July 2019" was unsuccessful. None of the data or setup information in your salesforce.com organization was affected. If your install continues to fail, contact Salesforce CRM Support through your normal channels and provide the following information. Organization: xxxxxxxxx (*********************) User: xxxxxxxxxx (*************) Package: Zuora Quotes (*****************) Problem: 1. (ZProduct__c) Unmanaged custom object tab already exists, package upgrade cannot create another tab ZProduct__c: Unmanaged custom object tab already exists, package upgrade cannot create another tab . Solution: Delete the existing products tab and then try the upgrading the Zquotes package. Setup ---> App Setup ---> Tabs ---> ZProducts ---> delete

SaiNiveditha · ‎08-27-2019

Question: The quote encountered an error when writing back to Salesforce, but there is a need to update this quote with Zuora Account Id and Zuora Subscription Id otherwise the related Customer had to face some business issues. Answer : In this case, we can populate the Account Id and Subscription Id by using the following query in the Query Editor in the Developer Console in Salesforce. select id, zqu__ZuoraAccountID__c, zqu__ZuoraSubscriptionID__c from zqu__Quote__c where Id ='axxxxxxxxxxxx' Insert the related Quote Id in the Query and query the record. Update the Account Id and the Subscription Id and please click on Save Rows and the change will reflect in the Quote.

SaiNiveditha · ‎07-23-2019

Question : Unable to successfully sync newly created Product from SFDC to Zuora. Getting an error in the Charge Record as follows : zObject:[Id=null, arrayfields={}, fields={Code=INVALID_VALUE, Message=Invalid value for field RevRecCode: 2500 - Deferred Revenue, Recurring}, ztype=Error] Answer: The Revenue Recognition Code is not defined in Zuora thus the error had occurred. The same picklist value defined in the Revenue Recognition Code in Salesforce zqu__RevRecCode2__c needs to be defined in Zuora end as well. Please find the Knowledge Article on how to create a Revenue Recognition Code in Zuora : https://knowledgecenter.zuora.com/CB_Billing/Billing_Settings/Add_Revenue_Recognition_Codes Additionally please make sure the Spelling and spaces between the Value specified should be the same else it can result in the following error as mentioned above.

SaiNiveditha · ‎07-23-2019

Question: A n amendment Quote to change the billing period of a charge Tier 2 Channel Fee - 30 Days Storage from Month to Quarter was created from SFDC and sent to Zuora. When previewing the Invoices the first invoice for 7/1/19 has the billing period as Month and service period for 7/1-7/15 and the 8/1/19 invoice has two entries for the particular charge, one for a service period of 7/16-7/31 and then 8/1-10/31. Why is the charge prorated and split between the two invoices? The first invoice should be 7/1-9/30. Answer : On checking the Preview of the Subscription mentioned in the request the explanation of the split between the invoices is as follows : The Charge Tier 2 Channel Fee - 30 Days Storage is amended from the billing period Month to Quarter on 7/16/2019. ( Start Date of the Amendment Quote ) As the settings for proration in the tenant is as follows : Due to the above settings : Tier 2 Channel Fee - 30 Days Storage is billed for the billing period Month from 07/01/2019 - 07/15/2019. Unit Price = 30.00 /Month Quantity =14 Subtotal = 420 * 15/31 = 203.23 Since the Change of the billing period as Quarter is effective from 07/16/2019it is billed as a separate invoice from 7/16/2019 - 7/31/2019 Unit Price = 30.00 /Month Quantity =14 Subtotal = 420 * 16/31 = 216.77 Once this is normalized it gets billed as per the Quarter. You can check this by previewing it till the End of Term.

SaiNiveditha · ‎07-16-2019

Question: Customer had a scenario where a Renewal Quote in Production was showing a Subtotal Value of $60009.88 whereas he wanted it to display a sub-total of $ 60,000 [Unit Price: 7500; Quantity: 8 ]. He wanted to know how there is an extra value of $ 9.88. Solution : The tenant had the proration setting was for Actual Number of Days. Sub Total in simple context is the Amount without Tax. On checking the Existing Subscription of the Particular Renewal Quote in Zuora there were Two service periods that it was billed. First period : "ServiceStartDate": "2019-07-23", "ServiceEndDate": "2020-06-30", "ChargeAmount": 56393.44, The detailed calculation of Charge Amount is as follows : $60,000* ( 344 days) /( 366 days) = 56393.44 Please note we take 366 days because 2020 is a leap year. Second Period: "ServiceStartDate": "2019-07-01", "ServiceEndDate": "2019-07-22", "ChargeAmount": 3616.44, $60,000*(22days)/(365days)= 3616.44 This is between the year 2019 thus we consider 365 days. Thus the Subtotal ==> 56393.44 + 3616.44 = 60009.88 On setting Bill Cycle day to Default from the Customer Account there were able to get the value of $60,000 earlier Bill Cycle day was 1.

SaiNiveditha · ‎06-30-2019

On checking, the Bill to Contact of the Quote there was an Invalid character in the Mailing Address of the Contact which was the reason for the Error to occur. On removing the Invalid character the error was resolved.

SaiNiveditha · ‎06-30-2019

The following error shows up on quotes. Unable to establish connection to Avalara. Please verify your credentials and try again later. In Zuora, successfully test the connection to AvaTax is completed. Yet the error appears on the Quotes.

SaiNiveditha · ‎06-30-2019

On checking the customers Org there were no guided flow steps for Amend and Renew Quote. To solve the error : Create guided flow steps for the Amend step Please create the Following : 1. Add New Flow can name it Renew/Amend Quote Flow 2. Click on Add Step 3. Select AmendAddBaseProducts 4. Select Save And for further Action on that step and Click on Edit and give accordingly. Please refer the below Knowledge Article for more Information : https://knowledgecenter.zuora.com/CA_Commerce/C_Zuora_Quotes/D_Working_with_Quotes/DB_Renew%2F%2FAmend_Quote_Flow

SaiNiveditha · ‎06-30-2019

Error: on selecting Renew/Amendment option for billing account when creating a quote.

SaiNiveditha · ‎06-28-2019

Payment cannot be processed for a negative or 0 value. An API call that happens when setting( By default ) the Process payment to TRUE , it is unable to process a payment for 0 or -ve value thus it throws this error. In such cases where this is a 0 or negative value when this field is checked it cannot process it. Setting ProcessPayment Field to False field as False will resolve the error.

SaiNiveditha · ‎06-28-2019

When submitting an amendment quote where the only change is to add a new rate plan which has a single $0 recurring charge the customer gets the error.

SaiNiveditha · ‎06-26-2019

On checking the Related Product in Zuora it had only the Currency AUD in all rate plans even for currency GBP. On fixing the currency in Zuora right for this bundle Product and on creating a quote it worked and error was resolved.

SaiNiveditha · ‎06-26-2019

When User is trying to send a Quote to Zuora, the following error occurs Attempt to de-reference a null object : (zqu) An unexpected error has occurred. Your solution provider has been notified. (zqu)

SaiNiveditha · ‎05-24-2019

Zuora 360 Sync does not sync Bill to Contact Id and Sold to Contact Id to SFDC The following Article for Sync field mapping for Invoice Object is mentioned in the KC and there is no mapping for these two fields. Field Mapping The workaround for the request is to populate the Bill to Name (and Sold to Name ) in the Invoice Object. I have tested the following workaround in my Org and it has worked for me. The Workaround would be to create a FORMULA Field in the Invoice Object in Salesforce to get the values from Billing Account and just display those formula fields in the Invoice Page layout. Create the Formula Field with the below Formula and it should work. Kindly try the same for Sold to Name in the Invoice Object

SaiNiveditha · ‎05-24-2019

Bill To Contact Id and Sold to Contact Id on Invoice is not getting populated for any of the invoice records. Bill To Name and Sold to Name is populated on the Billing Account even then the Ids are not populated on the

SaiNiveditha · ‎05-19-2019

On analyzing the Quotes the issue was due to the discrepancy in the Active Currency that has caused the error: Content cannot be displayed: common.apex.runtime.impl.ExecutionException: List index out of bounds: 0 In this particular case the reason was as stated below : Currency in this particular Quote in the Salesforce end is GBP but the Product rate plan charge on the Zuora end had the active currency USD On setting the Rate Plan to have an active currency of USD and GBP and syncing back to Salesforce worked and the error was resolved

SaiNiveditha · ‎05-19-2019

When we attempt to view a quote that contained a rate plan that was changed, we get the following error: Content cannot be displayed: common.apex.runtime.impl.ExecutionException: List index out of bounds: 0

SaiNiveditha · ‎05-19-2019

The field Test123 is a Text Field but only fields of type Picklist, Multi-select Picklist, or Checkbox i s available in the Include End User Product Filters. The concept mentioned in Knowledge Article In the KC article, the concept is mentioned. https://knowledgecenter.zuora.com/CA_Commerce/C_Zuora_Quotes/CB_Zuora_Quotes_Configuration_Settings/J_Guided_Product_Selectors On changing the fieldtype to picklist(for example) it was displayed in the option of the Include End User Product Filters of the Guided Product Selectors

SaiNiveditha · ‎05-19-2019

I'm trying to get the Product Rate Plan Object, custom field named "Test123" into the Include End User Product Filters in Guided Product Selectors but it is not displayed in the option.

SaiNiveditha · ‎05-15-2019

Kindly check the Rules created if it has been framed to match the right field types else this error occurs. For example please check the below Rule where this error had occurred: In Attribute 4 Term field [Picklist Field Type ] is updated by Initial Term field [Number Field type ] thus there is a mismatch between the datatypes. Thus it resulted in the error apex.bytecodeinterpreter.interpreterRuntimeException: Unable to resolve method reference: java/lang/String.(char[], boolean)void On removing the Attribute 4 and the Rule Engine Fired successfully else kindly assign the right field type for the Rule Engine to execute successfully

SaiNiveditha · ‎05-15-2019

When a Z quote rule is being run the following error occurs : apex.bytecodeinterpreter.interpreterRuntimeException: Unable to resolve method reference: java/lang/String.(char[], boolean)void

SaiNiveditha · ‎04-24-2019

Currently, It is not possible to sync the Amendment information to Salesforce as separate Amendment records. We don't have the option to include both the original subscription and amendments in SFDC. There is no Subscription Amendment object in Salesforce under Managed package How Subscription Amendment works: Generally, if we amend a subscription in Zuora and send it to SFDC via sync, it will delete the existing subscription and create the new version of subscription in SFDC. The Previous version of the subscription can only be seen in Zuora and not in SFDC as per design. Example: - The subscription version number is 4 in Zuora after amendment. - Performed a manual Account& Related objects sync from Zuora. - The subscription with Version # 3 got deleted and Version # 4 got created in SFDC. Subscription in Zuora : Subscription in Salesforce : And turning on the feature as mentioned in the article Use Single Subscription for Amendments will not meet the requirement as the enabling the below feature will work as functioned below Without this feature enabled, when you create an amendment and sync it to Salesforce, the original version of the subscription was deleted, and a new subscription with a new Salesforce ID was created in Salesforce. If this feature is enabled in your tenant, 360 Sync will upsert a Subscription using the Subscription Number field that has been added to Subscription object as an External ID.

SaiNiveditha · ‎04-24-2019

Is there a way to sync Amendment information to Salesforce will the turning on Use Single Subscription for Amendments feature gain us visibility to Amendment information?

SaiNiveditha · ‎04-02-2019

Solution : Check the Profile permissions for the Field in the SFDC Org and if the Field does not have the Read/Edit access for Zuora to sync then it is not possible for Zuora to sync the field with Salesforce. In the below example the Exclusive field was not syncing with SFDC from Zuora. The Solution is to give the right Profile permissions for the profile for the Sync User of Zuora in Salesforce for the field in the SFDC Org. To give right profile permission please navigate as mentioned below in SFDC Org : Settings--> Manage UsersàProfile --> Sync User for Zuora--> Object Settings--> Object where the Field is present (E.g. Product Rate Plan) --> Enable Read/Edit access.

SaiNiveditha · ‎04-02-2019

Problem: Unable to sync a custom field from Zuora to Salesforce even when the API name is the same in both SFDC and Zuora end.

SaiNiveditha · ‎04-01-2019

Solution: Please check if there are multiple conditions in Guided Product Selector that filters the Product based on the Filter Criteria Condition. If there are Null values being picked up in the filter criteria provided then the Guided product Selector throws a NULL error. We would request, to make sure all the values are passed correctly that will enable the Guided product Selector to pick the related products and resolve the error. Example: In the below condition where there are many Filter Criteria Conditions it should be made sure values are passed accordingly such that it does not throw the Argument Cannot Be Null error

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