About chiragjha

chiragjha · ‎09-17-2019

Hi All, I did bunch of test and best option is below. Create an account with “X” product with “T1” term set to 12 month , 1st June 2019 Run billing and post Now create a new order and this time select “Modify Existing Subscription” and perform following steps. Remove existing product effective from Original start date, 1st June 2019 Add same “X” product with “T2” term set to 12 month and 1st Jan 2020 as start date Activate new order Now run billing using todays date, this step will create “Credit Memo” for Product created in step#1. Then post the credit memo Then Apply credit memo to invoice created in step#2 Now run billing for target date as per step#3.b Invoice is now created with full new term only. In above test we are not creating credit memo manually, no old product proration isuse , we are also not creating new subscription but under same subscription we are removing and adding same products with different Term details. Thanx, Chirag

chiragjha · ‎09-09-2019

Hi Jyoti, Created new ticket for the same. Your request (#195189) has been updated. Reply to this email or click the link below: https://zuora.zendesk.com/agent/tickets/195189

chiragjha · ‎08-22-2019

Hi, Follwoing is my sceanrio. Step#[1] Order is ceated with Term set to : 12, Order creation on 1-Jul-2019 , same date for contract, service and customer acceptance. Subscription gets created as below. Term Start Date: 07/01/2019 08/22/2019 03:49:48 PDT, :new creation,status: Draft, date:08/22/2019 08/22/2019 03:49:48 PDT, :Contract effective date:07/01/2019 08/22/2019 03:49:48 PDT, : Service activation date:07/01/2019 08/22/2019 03:49:48 PDT, :Customer acceptance date:07/01/2019 Invoice will be $1200 (Assume for not I am not running billing and going to step#2) Step#[2]. Now my actual sceanrio starts: I want to change term start date to 1/JAN/2020 - I also want to make sure subscription also starts from 1/JAN/2020 till 31/DEC/2020. Invoice must show $1200 What is the best option we have to achieve this? We can't cancel and purchase new product nor we can cancel existing subscription. Can we achieve this using only date and term manuaplation what is the best suggested option we have? Thanx, Chirag

chiragjha · ‎08-19-2019

Hi Jyoti, Thank you for testing and response. Your obsevation is correct, bill gets created if you give date 1/6/2019, but b'cos customer wnats new invoice with new start and end date proratted invoice will not work. I assume in Step#4 you change term date to 1/1/2020 , but when you see the newly created subscription you will see start date from 1/6/2019 and end data 1/1/2021. What customer is looking for is complete new bill with new start date and end date, in this case we have to either cancel first invoice and let system calulate proration and adjust with new cycle as per Term OR We create a credit memeo before step#4 and then do Amend and then system then should start it with 1/1/2020 till 31/12/2020, but i don't get this result just by chanfing "Term Start" date in either case. Regards, Chirag

chiragjha · ‎08-12-2019

Hi, I have follwoing use case for Amendments Create a new quote and submit to zuora for 1 year i.e. 1st June 2019 to 31st May 2020 Run invoice Post invoice Now create an amendment quote to existing subscription created in step 1, change it to 1st Jan 2020 to 31st December 2020 Un-post invoice created in step#3 Create credit note for #1 Re-run invoice and post for step#4, check why invoice is not getting created. The observation is, if we are not chaning the contract date , system is not creating an invoice, also I am sure this is a valid scenario in business in zuora world we have to create a manual creidt note, there is no way system will know and calcalte proration amount for credit note when we run billing in step#7. Thanx, Chirag

chiragjha · ‎06-26-2019

Hi Yong, Thank you for the rpely. And yes that is what I try to resolve - why only certain type of data source support Subscripton to Order relation? Why i don't see Order object when i select Subscription? Regards, Chirag

chiragjha · ‎06-24-2019

Hi, I am looking for an option to link Order# when Data Source is Subscription , When Order Item is selected as data source, I can map to Subscription, but when i select Subscription as Datasource I don't see Order or Order Item to select. I want a simple report to show which subscription belogs to which order. Subscription "Version" field is no help , as on UI it referes to order number but in database it sotres only version number. Thanx, Chirag

chiragjha · ‎03-14-2019

Hi, Customer wants to use Initial Term as based of revenue recognition. Customer is offering Annual plan with 2 year contract. Customer is not using Salesforce, its Zuora UI only. Question : what is the best way to forcast/view revenue for second year? Running billing in advance to genrate Invoice for second year is an option. Is there any other option? Note : Term start date may not be the same as Contract Effective or Service Activation date. Customer acceptance is not in use. Regards, Chirag

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