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Goutham

Issue: I just need to understand the behavior of the field 'Balance' at the invoice item level. Because the field is not listed in the documentation but it is available in the workflow to use. I felt the field is not giving the expected value, it might be because of client configured it wrongly or field is misbehaving. I just need confirmation for the balance field behavior, Whether it will give value with a discount or not? Solution: Please find the equation for the field which helps to understand the behavior InvoiceItem.Balance = chargeAmount - adjustmentAmount - paymentAmount - creditMemoAmount – discountAmount In this equation, adjustmentAmount is used to track the invoice that was adjusted before Invoice Settlement got enabled.

Goutham

Issue: User experiences continual issues as it pertains to Flexera Connector. The currently provided functionality allows only for direct replication with auto deploying straight from Zuora --> Flexera. A critical issue is in regard to mismatches in subscription end dates between Zuora and Flexera. Solution: User misunderstood contract effective date of cancel amendment as End of subscription, when a customer cancels a subscription, Zuora will not consider the contract effective date directly as the cancellation effective date. if the cancellation policy is selected as End of Current term then it will consider 12 months if it is an annual subscription. If you need to provide the contract effective date as the Cancellation effective date then we have to select the SpecificDate option in the cancellation policy and provide the same date as contract effective date. This cancellation effective date will reflect as end date in Flexera.

Goutham

Customer Scenario: Two payment methods must be created, they want to use one credit card payment method for Recurring charge payments and another one for One time charge payment. How to designate each payment method for both charges. Solution: The Recurring and one-time charges can be distinguished in the separate bill runs by filtering charges, Once the Bill run completes and generate invoices for both charges the payment can be done through the API call - POST_CreatePayment. In this API we need to mention the invoice and payment method while creating the payment. For the Invoices with Different charges respective Payment method(Credit card) can be applied

Goutham

Issue: Delete tasks fail in Developer Tools. Whatever the label customer use (Id or ID or id), Requests are systematically rejected, even though I'm using a UTF-8 CSV file. Solution: The Developer tools will not support the File format -CSV UTF-8 (Comma delimited) (*.csv) User was trying to upload the comma delimited csv file but in UTF-8 format, the only supported format is CSV (Comma delimited) (*.csv)

Goutham · ‎02-03-2020

Problem: Customer is facing the error message when they try to create new User Role Administration Settings> Manage Roles > Add new role Error: Sorry, we are having trouble with your request. Please try your request again later. Solution: The error occurs if any duplicate role name is created in the same sandbox. Creating multiple user roles with the same name or Zuora standard names will create discrepancies in the system when assigning it to the users.

Goutham · ‎02-03-2020

Problem: User is not able to add the Notes in collection for one of the customer Accounts, the Add notes section is not available for the account. Solution: The account name contains Special character, due to which the Customer Account notes was not available for the in the collection window. Removing the special character resolved the issue.

Goutham · ‎02-01-2020

Error: 400 – OK Details: User is unauthorized to perform this operation. Please contact your company administrator for permission. In this Scenario, user is facing error when they try to Hit pay after completing all the setup in the self-care portal. Problem: On further analysis, we noticed that the Invoice settlement feature is enabled in the Selfcare portal but it was not enabled in the tenant. Solution: The error occurs if the self-care setup is not matching with the tenant setup, the setup validation must be done before using the application

Goutham · ‎12-31-2019

"Taxation cannot be enabled because there are Sold To Contacts that do not have Country codes populated or State is required if the country is the United States or Canada. Please ensure all sold To Contacts have valid Country codes." Get the Report for all Active accounts with Sold to contact Country as Null Get the report for all Active accounts with Sold to Contact State/Provision as Null For null State/Provision select the countries Canada and the United States After gathering the report complete all the missing Sold to contact countries and State/Provision for (Canada/United States). Only after completing the mentioned fields the Taxation codes/external tax engine can be enabled.

Goutham · ‎12-03-2019

Question Is it possible to use an If/Then statement to show or hide certain text in the email template? Use case : If a field has a value greater than 0 I would like to display one block of text, and if not I would like to display a second block of text in the email. Solution: As per the current design, it is not possible to add the Condition statements inside the email template, for this scenario it is recommended to use Workflow. We can use the "if" task in workflow and create two email templates for IF and Else with the required block of text in both templates

Goutham · ‎11-03-2019

User not able to use the field “Price” during the Subscription Preview API call. In the Subscription Preview call, under subscribeToRatePlans -> chargeOverrides we have several fields that are used to override the quantity of one or more product rate plan charges for the subscription. But we are not able to Override all the fields. Solution: The Fields under the chargeOverrides are not applicable for all the charge models, for example the fields price and discountPercentage are not supported by all the charge models, the Field price will work for the Per unit Pricing charge model but not for Volume or Tired Charge model because the price to be charged is based on the quantity purchased. Similarly, the discountPercentage field is available in the Discount_Charge_Models. All the fields are captured in the API error response based on Charge_Models

Goutham · ‎11-03-2019

Issue: User not able to delete the old Bill Runs in cancelled status, when attempted to delete the cancelled bill run it changes to remove in progress state but It reappears when we refresh the screen. Solution: There are two reasons why the Cancelled bill runs are not deleted The cancelled BillRuns which are associated with a payment or a CBA cannot be deleted, So the solution is to try delete related CBAs or Payments before trying to delete bill run. Transactions in the closed Accounting period cannot be deleted, To delete these transactions the accounting period must be reopened.

Goutham · ‎09-30-2019

Problem: The user has deleted the Payment method; the Payment method is removed only from the Account, and any Payment made with this payment method is still having the sensitive information. Solution: The Payment-method is Deleted instead of scrubbed, when the Payment-method is Scrubbed it will scrub the sensitive data and soft-delete the specified payment method at the same time. In this scenario, the user has already deleted the Payment method but still if we have the deleted Payment method ID information we can scrub the Deleted payment method mentioning the specific ID. PUT https://rest.zuora.com/v1/payment-methods/{payment-method-id}/scrub

Goutham · ‎09-03-2019

CRUD- Create and Delete operation: In this video we have provided simple example to create and Delete an account using CRUD operation, these operations can be used in more complex scenarios CRUD -Update CRUD update for account object is handled in this example, Mass update on objects can be done using this operation.

Goutham · ‎08-31-2019

Question: Workflow trigger through callout is performed by the API token and by Basic username and password as given in the following KC. https://knowledgecenter.zuora.com/CE_Workflow/Using_Workflow/Trigger_a_Workflow_via_Callouts User needs to trigger the callout using OAuth Bearer token Solution: The Workflow triggered through OAuth bearer token is performed through the regular Rest API URL followed by the workflow ID POST - https//rest.apisandbox.zuora.com/workflows/{{workflow_id}}/run US sandbox - https//rest.apisandbox.zuora.com/workflows/{{workflow_id}}/run Prod - https//rest.zuora.com/workflows/{{workflow_id}}/run EU Sandbox - https//rest.sandbox.eu.zuora.com/workflows/{{workflow_id}}/run EU Prod - https//rest.eu.zuora.com/workflows/{{workflow_id}}/run We can also get all the workflow details for the entity using the GET call Example - https//rest.apisandbox.zuora.com/workflows

Goutham · ‎08-31-2019

Question: User need need a REST API that does a preview of an existing subscription by only passing the Subscription number as available in the UI Solution We do not have the direct API call available to Preview subscription by only providing Subscription key (Subscription number/Subscription ID) option but please find the below example involving two API calls API 1: GET_SubscriptionsByKey Get the below information from the 1st API call by Providing only Subscription key (Subscription number/Subscription ID) contractEffectiveDate Accountkey productRatePlanChargeId productRatePlanId termType API 2: POST_PreviewSubscription The mandatory information received from the Get subscription by key API call should be used to POST the Preview subscription call Example Note: Multiple rate plan charge should be given inside the array

Goutham · ‎08-05-2019

Delay Task: This tutorial provide example to understand the Delay task in workflow. In this video we are using Delay task between two Bill runs and the same can be used between any task in different scenarios.

Goutham · ‎07-31-2019

Question Do we have documentation detailing an expected format for "4xx" and "5xx" status codes and we see difference in capitalization of response variables when calling a CRUD vs a newer REST APIs with response code 4xx. Is this response structure correct, and is this difference intentional Solution: For "4xx" and "5xx", they are standard HTTP status codes . The responses and errors for "200" status code is documented in Responses and Errors page because the response body contains Zuora-defined schemas. Response structure and capitalization difference: Basically the error response structure for a SOAP call contains an array of Error Object and a success field. The capitalization difference comes from the independent implementation of each product area. You have to query a specific engineering team to get the exact response schema.

Goutham · ‎07-31-2019

Problem: API general errors due to Zuora REST API version and Zuora WSDL version Scenario 1: User receives the error message even though they are using the New API call that supports the Invoice settlement https://www.zuora.com/developer/api-reference/#operation/POST_Subscription "message": "You have already enabled Invoice Settlement Permission, payment and refund in Zuora UI and SOAP API are still in process, please use the new REST API." Solution: The invoice settlement fields are in Zuora REST API version control. zuora-version should be set as 211.0 or later in the header. Scenario 2: User faces below error message when they are using CreateExport APi (/v1/object/export) Error Message : noSuchDataSource :[object] Solution: Zuora WSDL version plays key role in the Data source object error, Latest WSDL version should be updated to get the recently added objects X-Zuora-WSDL-Version: 88.0

Goutham · ‎06-30-2019

Answer: Get LatestPDFfile details for Debit/Credit memo from the respective API calls GET_CreditMemo and GET_DebitMemo Using Get-Files API call download the PDF file as shown in the below example In the response from Credit/Debit memo call the "latestPDFFileId" will be available and the id can be used to get the PDF file through the following call - (Example - https://rest.apisandbox.zuora.com/v1/files/2c92c08d699475ff0169993e379a5a9b )

Goutham · ‎06-30-2019

Question : Help us understand if we have any REST API call available to download the Credit Memo PDF/Doc.

Goutham · ‎04-03-2019

Solution As part of the Order Metrics migration, a new Amendment Type of "Composite" will appear in the Subscription to represent the Subscription creation. The below ZOQL query will fetch the Account and Amendment type detail "select SubscriptionVersionAmendment.type, SubscriptionVersionAmendment.ID, SubscriptionVersionAmendment.code, Account.AccountNumber from Subscription" Where the SubscriptionVersionAmendment.type provides the cancellation/composite type for an amendment.

Goutham · ‎04-03-2019

Problem Using the ZOQL Export API to get a list of recent amendments, and also the account they are associated with. However, for cancellation and composite amendments, I cannot get the account Id/name, or subscription id/name. Is there any way to get the account information from a cancellation/composite amendment, via ZOQL?

Goutham · ‎04-02-2019

Solution It is observed in this request that Tenant time zone is set as Pacific(PST) and the workflow is scheduled to execute daily at 11 PM EST. due to the time zone difference the effective date is set as previous date during the task execution User was suggested to use the below modified liquid code set for the effective date and it worked {{ "now" | date: "%Y-%m-%d %H:%M:%S %Z" | timezone: "%Y-%m-%d %H:%M:%S %Z", "%Y-%m-%d %H:%M:%S %Z", "Pacific Time (US & Canada)" | date: "%Y-%m-%d"}}

Goutham · ‎04-02-2019

Problem Customer built a workflow to add a credit card fee, as part of which a debit memo is created and an electronic payment is created. This workflow is scheduled to execute daily at 11 PM EST. We have observed an issue with setting effectiveDate in CreatePayment call to Data.Workflow.ExecutionDate. Hence it was updated to "2019-01-30 11:11 UTC". But, when the workflow execution gets delayed due to some issue the effective date remains same as previous day due to which the Create Payment API fails with error: "message" : "For electronic payment, effective date should be today's date or the payment should fail."

Goutham · ‎04-01-2019

We observe difference in custom field column name behaviour between AQUA and ZOQL as mentioned in the example below Example Describe call - /apps/api/describe/subscription <name>AutoRenew__c</name> <label>Auto Renew 1</label> please find the test results below Test Query - SELECT AutoRenew, AutoRenew__c, Account.Id, BillToContact.Id, DefaultPaymentMethod.Id, ParentAccount.Id, SoldToContact.Id, SubscriptionVersionAmendment.Id FROM Subscription ZOQL Response AQUA Response ZOQL export returns the column name directly from the describe call <name> Whereas both Stateful and Stateless AQUA mode returns the column name available in <label> Note: If the report is exported through Data source it will return the column name available in <label>

Goutham · ‎04-01-2019

User created custom field Auto Renew with API name AutoRenew__c, Since we already have a standard field Auto Renew in subscription AQUA results has Duplicate column names Question: Why the AQUA report is not displaying columns with API name while Zoql report does

Goutham · ‎02-09-2019

Solution What you have observed is by design, because there are two types of Profiles in Zuora, one is Default profile and the other is new communication profile which is especially for the end users. The Bill Run, Payment Run, Data Source Exports and Import notifications are present in default profile and once activated, it will send notifications to Zuora users within the organization. The new communication profile is customizable, they are designed for your end customers meaning it can be configured at Customer Account level and are intended to be sent to your end customers. This is the reason why new Communication Profile will not inherit all the notifications/emails available in the default profile. https://knowledgecenter.zuora.com/CF_Users_and_Administrators/Notifications/B_Viewing_Profiles

Goutham · ‎02-09-2019

Problem After creating new Communication Profiles, I noticed that some OOTB callouts/notifications are missing when editing the newly created Comm Profiles. The callout/notifications that I am specifically missing is "Payment Run Completion | Completed Status". This notification cannot be added through the UI since it is not in the Related Event list. Default Profile: New communication Profile:

Goutham · ‎02-09-2019

Solution: Currently Source and SourceID available via SOAP query, but not available under REST API call. Also, we can obtain the Source field through export, in the Knowledge center article fields mentioned as This field is in controlled release and they can be generated through Data source export. Reference (https://knowledgecenter.zuora.com/DC_Developers/G_SOAP_API/E1_SOAP_API_Object_Reference/Invoice)

Goutham · ‎02-09-2019

Issue: User not able to get the field 'Source' during a REST API call in Invoice, please find the query below, https://rest.zuora.com/v1/action/query { "queryString" : "SELECT ID,Source,Status FROM Invoice where ID = '2c92a0076390d4590163978cdc5a6d29'" } The response only shows ID and Status but not source { "records": [ { "Status": "Posted", "Id": "2c92a0076390d4590163978cdc5a6d29" } ], "size": 1, "done": true

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