About JamesQSR

JamesQSR

Thanks @ehavens I'm testing that this morning, and the invoices are good, just need to see how it also syncs to Netsuite, but its looking positive!

JamesQSR

We have a licenced product that is good for 3 years, with annual billing. We currently have this set up a: a Recurring product charge, Annual Billing, Billing period ends after 36 Months. We have a customer who wants to pay upfront for the three years – so that the invoice shows one full payment (also ideally we want show the split for the three years across separate line items in the invoice). But in Netsuite, we want to be able to recognise the payment into each of the appropriate years, e.g. this year, and the next two years. If we create a subscription with terms of 12months, with 12month renewal – the quote/invoice only shows the per-year cost not the upfront. If we create a subscription with terms of 36months, no renewal – the quote shows the full payment, but the invoice still only shows per-year billing. Can you suggest how we can do this? What would need to be changed – product config, subscription config, invoice template, Netsuite config, and/or processes ?

JamesQSR

What we do at the moment is create the product for 'Annual Billing', but we say that the billing period is limited (in our case 3years = 36 months) That way they will get billed every year, but then the subscription will expire after 3 years (or can then be renewed). Just be careful as depeding on what you put at the Billing Period, Zuora will then pro-rata the price based on the subscription length.

JamesQSR

We use Workflow to provision access to external systems. Sometimes this access is not provisioned because the workflow had issues, or required fields were not properly entered etc. When searching for a specifc run, to find out what went wrong, is only one option: skim through looking at the date/time to see when the workflow should have been called, looking for any with errors There is a search workflow option, but this only really works for looking up Workflow names, or Run Numers - any data within a run e.g. Acccount Number is not searchable We want to be able to record the Workflow Run Number that managed that task and then save it against certain objects (e.g. Subscription, Invoice) - either as a custom field, or to have some logging that would allow this to be linked directly. Example: On Payment received, Workflow A runs to provision access When Workflow A starts, the RunNumber will be recorded/linked on the Invoice/Payment object If there are any issues preventing the workflow running, I can find the Invoice/Payment object - click on the Run Number, and go straight to the run history to see if there were any issues

JamesQSR

It would be really useful to be able to re/arrange custom fields once created. At the moment they are shown on the Custom Field management page in reverse-chronological (newst >> oldest), but in the object they are arranged chronological (oldest >> newest) However, as business requirements change, its possible that enhancements are made out of order. Then when lookin in the UI for a particular field it would be good to place these together. Specific Example: On our Invoice Object we have added custom fields for: Service A provisioned (Y/N) Service B Provisioned (Y/N) Special Noted Service A Expiry (date) It would be handy to move the Service A Expiry field to be next to the other Service A field

JamesQSR · ‎10-20-2019

Hi @damonwitherick Did you get a response, or a working solution to this issue? We have just come up against a similar requirement. Thanks James

JamesQSR · ‎06-19-2019

So cribbing a few other posts I was able to come up with the following: Zuora Workflow Notification Callout HEADER Put: {{ Credentials.zuora.rest_endpoint }}object/invoice/{{Data.Invoice.Id}} (This is for to know if you are Sandbox or Production and send to the right place without modification) Key: Content-Type Value: application/json BODY { "objects":[ { "fieldsToNull":["transferredToAccounting"], "Id":"{{Data.Invoice.Id}}" } ], "type":"Invoice" } AUTHENTICATION Type : Zuora

JamesQSR · ‎06-18-2019

Is there a recommendation of how to do this while it is under consideration? E.g. We can't do this with CRUD, but can we send "no" directly through a callout?

JamesQSR · ‎04-28-2019

The alternative is that you use volume pricing, to build in this discount in the Product Rate Plan. Depending on your setup, your promocode could then make this volume price product available to your customers.

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Re: Upfront Billing options

Upfront Billing options

Re: Creating annual invoices when Billing Period is Three/Five Years

Access to Run Number as a Workflow Data item

Ability to sort/arrange custom fields

Re: HPM and charging with URL on Invoice

Re: Set transferred to accounting flag to No via API

Re: Set transferred to accounting flag to No via API

Re: Can a Promo Code be applied based on Qty of a specified RPCharge?