About kevin_lussie

kevin_lussie · ‎03-05-2019

Hi Kyle, You have to make sure that the custom fields are populated for Product Rate Plan Charges and Subscription Rate Plan Charges I did the following: Created a Product Rate Plan Charge custom field called SKU_pfx__c Created a Subscription Rate Plan Charge custom field called SKU_sfx__c Set the value of the Product Rate Plan Charge custom field in the product catalog Set the Subscription Rate Plan Charge custom field by clicking on the Charge in the Subscription and then editing the custom fields Add the custom field mergefields to an invoice template The Rendered template for this particular subscription on the account is shown below: I hope this helps with your understanding Cheers, Kevin

kevin_lussie · ‎11-09-2018

Hi, You have to use the REST Actions INPUT POST https://rest.apisandbox.zuora.com/v1/action/update { "objects": [ { "Id": "2c92c09a66ddd8e00166f68b5c432589", "RegenerateInvoicePDF": true } ], "type": "Invoice" } OUTPUT: [ { "Success": true, "Id": "2c92c09a66ddd8e00166f68b5c432589" } ] Cheers, Kevin

kevin_lussie · ‎08-24-2018

Hi Frinaldi, Are you using the custom field's Field Label or API Name? Please try the API Name. It should have a __c suffix. Cheers, Kevin

kevin_lussie · ‎02-05-2018

Hi, There currently is no "not like" operator This is under consideration. Please up-vote this request: https://community.zuora.com/t5/Reporting-Ideas/Add-quot-not-like-quot-operator-to-data-source-filters/idi-p/4732 Thanks, Kevin

kevin_lussie · ‎12-07-2017

Hi @hanah61 Below is a screen capture from my word template Below is a sample renered pdf Please try this to see if it solves your use-case. Word template is also attached. Cheers, Kevin

kevin_lussie · ‎12-07-2017

Hi, Have you tried the Rest Action for Subscribe? POST: https://rest.apisandbox.zuora.com/v1/action/subscribe { "subscribes" : [ { "Account": { "Id":"2c92c0f8602f9f7c016030df75050de5" }, "SubscribeOptions" : { "GenerateInvoice": false }, "SubscriptionData": { "Subscription": { "InitialTerm": "12", "Notes": "My Subscription Notes", "RenewalTerm": "12", "TermStartDate": "2018-06-05", "TermType": "TERMED", "IsInvoiceSeparate": "TRUE" }, "RatePlanData": [ { "RatePlan": { "ProductRatePlanId": "2c92c0f85a46888b015a490d7d2375a6" }, "RatePlanChargeData" : [ { "RatePlanCharge" : { "ProductRatePlanChargeId" : "2c92c0f85a46888b015a490d7d4175a8" } } ] } ] } } ] } Output: [ { "SubscriptionId": "2c92c0f8602f9ebb016030e68381341d", "SubscriptionNumber": "A12967--S00000274", "AccountId": "2c92c0f8602f9f7c016030df75050de5", "Success": true, "AccountNumber": "A12967-00000167" } ]

kevin_lussie · ‎09-21-2017

Hi, It seems like orders are not enabled on your tenant. This is easy to determine. In your browser, please go to the corresponding /apps/api/describe/ URL for example: https://apisandbox.zuora.com/apps/api/describe/?format=html&context=export If you do not see "Order objects" listed, then this means that Orders have not been enabled in your Tenant. For example, the tenant below has Orders enabled, so the objects appear at the base describe. ORDERS are NOT enabled in the Tenant in the image below. Cheers, Kevin

kevin_lussie · ‎08-22-2017

Hi Ramya, You are correct. At this time, you cannot display custom fields from the contact objects on the invoice template mergefields. I suggest that you submit a feature enhancement request in the "Ideas" section. For a workaround, you could use custom fields on the account object or the invoice object. Cheers, Kevin

kevin_lussie · ‎08-11-2017

Hi @sebastiaan In order to information on bill runs, you could query the BillingRun object as seen below: POST https://rest.apisandbox.zuora.com/v1/object/export { "Format": "Excel", "Name": "Billing Run Export", "Query": "select BillingRunNumber, CreatedById, CreatedDate, EndDate, ErrorMessage, ExecutedDate, Id, InvoiceDate, NumberOfAccounts, NumberOfInvoices, StartDate, Status, TargetDate, TargetType, TotalTime, UpdatedById, UpdatedDate from BillingRun order by BillingRunNumber asc" } This will give you an Excel file with that Data. (Change to "Format": "csv", if Excel is not needed) Cheers, Kevin

kevin_lussie · ‎08-11-2017

Hi, The "Contact" object is not listed as supporting as supporting custom fields. see: https://knowledgecenter.zuora.com/CB_Billing/IA_Invoices/Creating_a_Custom_Invoice_Template/E_Displaying_Custom_Fields_on_the_Invoice Also, just to make sure, as a test, I added a custom field to the Contact Object. I tried to use the mergefield on an invoice template: {MERGEFIELD BillToContact.DOB__c \@ yyyy-MM-dd } I received an error message stating the BillToContact does not support Custom fields. Cheers, Kevin

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