September 12th @ 9:00AM - 10:00AM PDT
Q2 REVPRO CUSTOMER PRODUCT UPDATE
Accelerate your revenue operations with Zuora RevPro
Join us on Wednesday, September 12, 2018, to get an update from RevPro product management on enhancements and improvements made to RevPro in the most recent quarter.
This session will be presented by Sai Prasad Marri, Director of Product Management, and Angela Ngo, Senior Manager of Product Marketing, will review upcoming features and fixes and give you a peek into the RevPro product roadmap.
We promise it’ll be worth your while!
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We'll be delaying deployment with the new dates to occur, tentatively, in early October. We'll address everyone's questions when we have more information from our Engineering team and will ensure that the new dates will be provided in a more timely fashion.
Thanks for patience and understanding.
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In Application Setups you need to specify the Segment Delimiter which is Highlighted under Common set up in below screenshot.
Segment Delimiter : This option is to set the delimiter for an accounting segments where multiple segments form an accounting string.
Delimiter: This option is define to have the fields separated in upload data files.
Please find the attached uploading file example with Revenue segment column filled.
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Problem Statement: Accounting Mapping between column Revenue Segment and individual segments (such as Rev Seg1 etc.)
Question: My source system has a 7 segment in the accounting structure. In RevPro, I understand that the structure can be mapped while creating the accounting structure. However in the transaction upload file, we have a single column name “Revenue Segments” which will be the concatenated accounting segments. How does this value translate to the individual segments; Rev Seg1, Rev Seg2, Rev Seg3 etc? Could you please explain this?
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SSP determination can be configured at POB level setting profile value
Navigate Menu Setups > Application > Functionality (tab).
Under Allocation group check “POB Allocation” check box. OR follow alternate patch set profile in profiles tab.
Navigate Menu Setups > Application > Profiles (tab).
Search for POB Allocation, and check the System Level value check box
When this profile value is checked, the system sums up the SSP values (Low, within range and high) of all the transaction lines within a POB, sum the total of ESP of these transaction lines and then determine whether the POB is within SSP range or not. Even if one POB, within an RC, is not within the range and CV eligible flag is checked, the allocation would be performed.
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Bundle split types are...
FIXED_PRICE Fixed Price entered. PCT_OF_SP Percent of Sell Price. PCT_OF_LP Percent of List Price. PCT_OF_CP Percent of COST/COGS.
Enter exact value into Split Type field while uploading Bundle Config. These are not user definable and make sure total %Split not more than 100%.
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CM-R : Credit Memo of Type Return and you need Original Invoice line id to bring this transaction. In this case you don't need Return Sales Order.
CM-RO: Credit Memo/Invoice for Return Sales Order (RORD) functionally RORD +CM-RO combination works in similar to CM-R.
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Optimizer scale used in Optimizer method. The Optimizer method looks for the highest concentration (number of transactions) within a defined range and returns the midpoint of the range with the highest concentration.
Scale value is used to build discount bands for analysis from 0 to 100 as shown in the example below. Then the system will identify how many transactions lines discount percent falling in each range.
Typical suggested value is 0.5, but it all depends on the population of discount percents how low and the high they can go.
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To check your RevPro version, login to application and navigate to top right corner, click on User Name. Click About.
View About window with version information.
Version indicates standard patch version number and Combo Build indicates one-off patches after standard release.
To get this information from database level run sql > select VER_NUM,CMB_BLD_NUM,BLD_NUM FROM RPRO_SETUP_G;
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Credit Memo offset accounting is generated based on Credit Rule, and CREDIT_RULE needs to be passed along the transaction line when transaction type is CM/CM-C/CM-R
CREDIT_RULE Values (P/L/F):
PRORATE - P
LIFO - L ( System treats no value as L)
FIXED DURATION - F
When Credit Rule mentioned as F- FIXED DURATION, then Start Date and End Date should be provided, else adjustment to CM is in the current open period.
When Credit Rule is P- PRORATE, the system will ignore the start and end date on the CM lines, the system will consider the schedules related to Invoice.
When Credit Rule is L/NULL - LIFO, the system will ignore the start and end date on the CM lines, the system will consider the schedules related to Invoice.
If no Credit Rule provided, then system by default apply LIFO for CM processing.
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Steps to enable Summary Dashboard.
Navigate Menu Setups > Application > Disclosure Aggregation (tab).
Select Aggregation fields and Click Save (icon)
Navigate Menu Reports > Schedule Jobs
Click Schedule Job / Schedule Groups (button)
From the Program Name dropdown menu select “Revpro3.0 Post Summarize data”
Click the Program Parameter tab and enter Book Name and Click Submit Job (button)
Refresh Summary dashboard page after Revpro3.0 Post Summarize data job completion.
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We will be performing a scheduled maintenance of the PT1 environment on November 9th from 7pm PDT until 8pm PDT. This maintenance is to improve the resiliency of our queue systems. During this maintenance, there will be brief outages of services for the UI as well as API calls.
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Email Notification on App Provisioning
An email is now generated at the time of provisioning for purchased apps to all Connect users that belong to an existing organization alerting them of how to access and manage the app on Connect.
Improved Multi-Entity support for some apps
Added the ability to specify entity-specific access when creating a new app instance for the apps that currently support Multi-Entity.
Configurable Summary Level GL Interface
Several changes have been added to the Configurable Summary Level GL Interface:
A ‘Run Now’ option has been added to the interface
Scheduling has been added and improved
The settings page has been updated to have uniform defaults across all run types that can be modified
Added ability to swap between drop-down, Liquid language, and text as entry methods
Added ability to search by date
Configurable Lockbox has seen some minor changes over the past month:
Added support for currency formats that utilize commas as the decimal mark
Minor UI improvements when viewing data tables
Corrected an issue where decimal places were rounding at the 6th position instead of the 2nd for Excel
Subscriber Self-Care Portal
Improvements were made to both stability and performance.
The Connect documentation for sharing app instances has been updated to reflect recent changes.
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As part of our commitment to excellence, we are updating our end of support policy. We are sunsetting support for Zuora Quotes v.6.4X and lower, and Zuora 360 v2.100.X and lower, effective July 31st, 2018. We will continue to send reminder notices throughout the year to all affected customers.
We strongly encourage all customers to upgrade to the latest version of Zuora Quotes 8.X to take advantage of the latest capabilities including:
Ramp Deals - Book complex multi-part deal arrangements in a single screen
Exponentially More Amendments - As many amendments in a single quote as you need
Net of Discount Metrics - MRR, TCV, and new TCB net are now inclusive of discounts
Rules - Configure rules to automatically add, remove, or update products on your quote
Bundling - Create editions with advanced grouping of products directly in Salesforce
Lightning - 100% native salesforce.com and is lightning certified
Read more about 8.X highlights and see a 5min demo here
For more details, please visit our KnowledgeCenter for:
End of Support Policy
Zuora Quotes Upgrade Guide
Zuora 360 Upgrade Guide
We’ve also developed a tool to help you identify potential areas of customization in your current implementation that will need to be addressed as part of your upgrade. Please have your Salesforce Administrator visit https://qua.zuora.io/.
If you have any further questions, please feel free to contact Support or your Customer Success Manager.
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Welcome to the Orders ZEAP User Group!
This group is a place for you to share you ideas and feedback as well as to ask questions about the Orders ZEAP features. We value your input and look forward to hearing from you.
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