About Krzysztof

Krzysztof · ‎11-10-2019

I've got subscriptions which are multiyear deals. Products are set up with annual charges. There are some invoices which collect all the money in advance for the whole period of subscription and other which collect money for one year only. I'm trying to find out and separate those subscriptions which haven't been fully charged yet. I thought I would use some deferred revenue report but Zuora catches only those already prepaid in advance. My only idea now is to go through all subscriptions one by one and compare the end of the subscription versus the end of all periods which have been already invoiced so far, but this would be very heavy. I hope there is a better and easier way to do it. Any ideas?

Krzysztof · ‎08-23-2019

I'm trying to get such data trough API query call but unfortunately Charge Name do not contains such string which is visible in wen interface "-- Proration". Any idea how to get catch such data by query call?

Krzysztof · ‎03-02-2019

How do you know such things? Is there any logic flow diagram somewhere?

Krzysztof · ‎03-01-2019

Thanks for that confirmation, this is what I was guessing but wasn't sure. On the other hand, I found some definition in Process Builder which changes the status of opportunity to won when the Status = Sent to Z-Billing. Looks exactly like a case I was looking for so I'm not certain how is that possible without having such trigger in Apex? Also just wondering if updating such field like Invoice Date as the next action on such Process Builder would be possible or is it better to call the Apex method directly from the Process Builder to perform such change?

Krzysztof · ‎02-28-2019

Hi Maggie and thanks for the reply. I've seen your posts before but they are not what I am looking for. I don't want to create another button, I want to catch the event/trigger which is related to the default "Send to Zuora" button when this one is being pushed zqu__ApprovalStatus__c is nice to have but still, I'd like to change this status field programmatically during the validation process, but the problem is how to get into that event context?

Krzysztof · ‎02-28-2019

Hi there I would like to validate what is being sent to Zuora when this default button Send to Zuora is pushed but I'm not certain what trigger or event should I look for to take over the control of the process? I am aware of zQuoteUtil.sendToZBilling method but I think it could be useful in other scenarios e.g. when someone would like to create his custom button with the same effect - sending a quote to the billing. The field I want to update during this event is the Invoice Target date. By default, this field is populated with the current date (today) but this is happening when a new subscription quote is created so it could be out of date when someone actually would revisit this quote and would send it to Zuora. This has actually already happened, so the Send to Zuora was made in February, and this is when the invoice was generated but the invoice of this date was pointing back to January when the Quote was created. Any suggestions?

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How to identify subscriptions with remaining future charges and summarise them?

Re: Prorated Charge report

Re: How to handle validate a quote when Send to Zuora button is pushed?

Re: How to handle validate a quote when Send to Zuora button is pushed?

Re: How to handle validate a quote when Send to Zuora button is pushed?

How to handle validate a quote when Send to Zuora button is pushed?