Community - About chris

chris · ‎10-05-2017

That's great. I'll send you an email with a couple of options for times. Here is the documentation on Order Metrics: https://knowledgecenter.zuora.com/BC_Subscription_Management/Subscriptions/Orders_Generation_for_Subscriptions_and_Amendments

chris · ‎10-05-2017

One of the enhancements that we made to Orders allows you to get access to Order Metrics without having to redo your implementations (CPQ etc). So you'd likely be able to take advantage without modifications to your homegrown CPQ integration. I could run you through the details there. Regarding Expired status, yes, this has a special meaning in Zuora. It really means 'this subscription version is no longer the latest'. It does not really have to do with what the end dates of the subscription are and refers specifically to whether there's now a newer, more up-to-date version of the subscription. So I believe it'll serve your purposes well in this case. If you query for subscriptions with status not equal to Expired and term end date > 09/30/2017, your subscription with a 10/01/2017 end date should appear.

chris · ‎10-05-2017

Hi Annmarie - you're looking for total contract value net of discounts? We added a metric for that as part of our orders work, and we could talk through how you could take advantage of that. We also lowered the barrier for accessing order metrics to make it much easier to turn on in a tenant. Would you like to set up a quick discussion to run through that? For getting the latest subscription version, you could use the filter Subscription.Status is not in (Draft, Expired). That will filter out the old subscripton versions and only leave the latest. Does that give you what you need there?

chris · ‎09-25-2017

Hi Barry - are the recipients of the report also Zuora users in this case? In the report scheduling setup, there's also the option to include a link to the report results instead of attaching the result to the email. Users can follow that direct link but will then need to login into Zuora in order to view the result.

chris · ‎09-24-2017

There are a set of Reporting APIs that you can use to run and retrieve report results programmatically. https://knowledgecenter.zuora.com/CD_Reporting/E_API_Reference/A_Overview_of_the_Zuora_Reporting_API Does that provide you with the means you need of distributing report results?

chris · ‎09-13-2017

Hi Rosalyn - I just sent you a personal message on Community with some next steps. Let me know if you don't receive that for any reason.

chris · ‎08-08-2017

@justdonlon - discounted contract value metrics are available as part of our Subscription Order Management capabilities and the new TCB (total contracted billing) data source. https://knowledgecenter.zuora.com/CD_Reporting/D_Data_Sources_and_Exports/C_Data_Source_Reference/Order_Tcb_Data_Source Without enabling Subscription Order Management, you can also get the discount impact on TCV by enabling the Discount Applied Metrics data source. You can request this via support if it is not already enabled in your tenant. Let me know if that helps?

chris · ‎07-04-2017

This is addressed as part of our new Subscription Order Management capabilities, which provide metrics on change in MRR and change in TCV associated with each type of change to a Subscription.

chris · ‎07-04-2017

chris · ‎07-04-2017

chris · ‎07-04-2017

Rate Plan Charges can be linked to Amendment objects in two ways: * The Amendment relationship in the Rate Plan and Rate Plan Charge data sources is the last rate plan-level Amendment (Update Product, New Product, Remove Product) that modified a given Rate Plan, even if the change happened in a prior version of a Subscription * The Subscription Version Amendment relationship in the Rate Plan and Subscription data sources is the Amendment that created a given Subscription verison In a data warehouse scenario, you can retrieve information about the Subscription Version Amendment from its relationship to the Subscription object. You can directly tie Rate Plan Charges to their respective Subscriptions in the Rate Plan Charge data source.

chris · ‎07-04-2017

chris · ‎07-04-2017

We have addressed this and are providing a greatly enhanced set of metrics on MRR changes as part of our new Subscription Order Management capabilities.

chris · ‎06-07-2017

We have been working on a new set of analytics capabilities so that you can do that same type of MRR analysis but in a much more flexible way (group by product, SKU, any custom dimension you please, etc). We'll be starting our early adopter program for that in the near future, and I'll be glad to reach out as we expand that.

chris · ‎06-07-2017

chris · ‎06-07-2017

We are working with an initial group of customers as part of the Subscription Order Management early adopter program now. We'll be gradually expanding the group that we are working with. We'll plan to use the thread here as one source of people that we can reach out to as we have additional slots available.

chris · ‎05-04-2017

chris · ‎05-04-2017

It would be helpful to understand the need for this better. If you would like the per unit allocation of the prorated Invoice Item Charge Amount, could you divide by the Quantity for that purpose? This seems to be the goal of the request above. What's the application that this is being imported to and what's the objective in that case?

chris · ‎05-04-2017

chris · ‎05-04-2017

The standard Invoice Aging report in the reporting product can now be customized to include any of these dimensions from the Bill To or Sold To Contact for an Account.

chris · ‎05-04-2017

chris · ‎05-04-2017

There is now a good deal of flexibility available in what you can do with the Taxation Item data source in the reporting product. You could group on the Invoice Number and line item number or name as well as Tax Code, Jurisdiction, etc and any of the dimensions from Sold To (Country, State, County, etc).

chris · ‎05-03-2017

Yes, this is in the works as part of an upcoming release. We'll be releasing a new set of reporting capabilities in limited availability, and this will be included as part of that. Please stay tuned for more details on that.

chris · ‎05-03-2017

chris · ‎05-01-2017

Some data sources are linked to Account Periods for this purpose (e.g., Invoice Item, Invoice Payment, Revenue Schedule Item, etc). The Accounting Period objects have a field that you can populate with the financial year. Does that help with the financial year need? And would it also help if there were a similar field for grouping Accounting Periods into financial quarters?

chris · ‎05-01-2017

chris · ‎05-01-2017

chris · ‎05-01-2017

Are you looking for units of measure on a particular object? Or just a list of all units of measure used within a tenant?

chris · ‎05-01-2017

chris · ‎05-01-2017

@bsanders - we are trying to stay away from timing estimates pre-release since this is hard to nail in advance, but we'll do our best to update as we have news here.

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