Community - About JamesQSR

dduff

Here, too. Would like to send a custom notification when an approval is needed which includes the run number.

mateusz · ‎05-06-2020

Hi, Based on documentation when "order features" are enabled in my zuora instance there are many limitations of build-in events: https://knowledgecenter.zuora.com/Central_Platform/Notifications/A_Viewing_the_Supported_Event_Types Especially key-dates events are not supported - which are basic events in subscription business. How can I create custom event triggers for subscription start/end date, billing period etc? Is it possible to use Date() method to compare subscription state etc? Zuora support couldn't help me with that. This is quite important, cause now it seems that ZUORA with orders enabled lacks basic functionality.

JamesQSR · ‎12-05-2019

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 · ‎12-04-2019

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 · ‎11-11-2019

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 · ‎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: Access to Run Number as a Workflow Data item

Re: How We Implemented a Custom Event Framework

Re: Upfront Billing options

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

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