About nathanc

nathanc · ‎08-16-2018

That's interesting re alignment as a way to see large numbers, Ill get our UX to comment on this as it's also a styling question. But regarding entering commas, I don't think this is something we do anywhere else in the Zuora UI right? So it would be an enhancement that's being asked for? Just in the context of existing behavior today.

nathanc · ‎08-14-2018

All, I've raised this with Engineering and it will be considered for the September/October release of 360 package. Will update more when they confirm a solution.

nathanc · ‎08-07-2018

This one I think we will roll into our longer term UI work to show the subscription lifecycle, as this is all about knowing the context of what you are changing.

nathanc · ‎08-07-2018

Sorry wanted to respond on this one that it's been recorded and we will get it into a release. You are right that it's because the API in a modify does invidiual Add Products instead of a Create Sub, but that shouldnt necessarily be a good reason for the divergent user pattern.

nathanc · ‎08-07-2018

Thanks logged this for Engineering to address.

nathanc · ‎07-28-2018

Thanks for this feedback, will pass onto Engineering to be addressed.

nathanc · ‎07-28-2018

Hi @christopherduke . Great feedback, we would probably address this when we plan to re-do the Sub detail page to be in line with our new UI design. What data would you ideally like to see on the hover?

nathanc · ‎07-18-2018

Jeff, I would not say there is a recommended approach from Product as each situation depends on a customer's own context. My response above was if Jeff Tan's solution works for your stituation then go ahead and utilize that. We hope to address this when we support Suspend and Resume on Orders.

nathanc · ‎07-18-2018

You cant use a rollup summary field?

nathanc · ‎07-17-2018

This is now delivered with Data Connect.

nathanc · ‎07-17-2018

Hi @Retreever . This is a somewhat deeper issue. The Discount you see at the header level refers to Zuora's Discount charges. It's what is returned from basically an Invoice Preview, summed to the Header level. The % discount you see at line level is an artefact of the Quote experience. Core Zuora has no knowledge of a % discount. It only ever takes the final Effective Price that is needed to Bill, because that is all it needs to know.

nathanc · ‎07-10-2018

Hi we sync Invoice Items as part of our Data Connect early adoption program. Please log a ticket with Support to be considered for it.

nathanc · ‎07-06-2018

Hi all wanted to update folks we have resolved this in Quotes 9.6 which releases the week of July 16th.

nathanc · ‎07-02-2018

Thanks for starting the discussion. I think from a Product perspective Id point out this was a conscious shift with Orders. Prior to Orders, we "hid" Amendments as per you say, and we got just as many escalations for doing that (i.e., "why arent you showing the Remove?") At a philosophical level, at the data model/data level we should provide as much information as possible as atomically as possible. Ideally we then provide the tools to aggregate those at a higher level which may or may not exist yet. Would love to hear others' thoughts.

nathanc · ‎06-22-2018

This is on our roadmap to provide for Orders. I will update more when we can slot it into a release.

nathanc · ‎06-22-2018

Its possible in Salesforce I believe but more by using Record Types and assigning that Record Type to a user profile in Salesforce.

nathanc · ‎06-21-2018

Randy is correct re behavior. Though we would like to enhance the Rules Engine at some point to be a bit more Ramp aware. For example would "Insert Product at xx date" be a good use case to support in Rules? Others?

nathanc · ‎06-15-2018

New CPQ UI will definitely have to have sorting. Quick questions though: 1) Does a product selector sort performed by the user need to be saved to the user profile? 2) The assumption is that the order in which it is saved will output to the PDF, correct? Which is the main reason to order other than just to reduce visual clutter, right? 3) Does there need to be a "default sort" that the Admin defines at some level upon load, PRPC, PRP or P?

nathanc · ‎06-14-2018

Not that I am aware of. We should probably remove them.

nathanc · ‎06-14-2018

It sounds like Jeff Tan's solution works for now, we can take this into account when we design the Suspend and Resume Order Actions for Orders.

nathanc · ‎06-13-2018

Hey @mikemartin these are the next set of objects we plan to sync for Data Connect, we don't have a date yet but we are designing it right now.

nathanc · ‎06-13-2018

Hi @valeria we are taking customers again for the invoice item sync capability (Data Connect) please log a ticket and Engineering will assess if you are good fit as we are still in early adoption phase.

nathanc · ‎06-12-2018

Yes definitely a gap we want to close in the short to medium term, I dont have a date yet but when I do will be sharing.

nathanc · ‎06-12-2018

Hey Maggie, To be clear, if you add a PRoduct with Features, then youll see that on the Subscription. What is not supported is CHANGING those Features, or overriding them when you create the Subscription, at the time of creating the Orders. Say you have a Product with Feature 1, 2, 3. You could then add that product to a Subscription, but youll never see Feature 1, 2, 3, on the Order. If you went to the Subscription however, you should see the Features on that Subscription, Feature 1, 2, 3.

nathanc · ‎06-12-2018

Sean is mostly correct. The simple fact is that both products now use the Product2 object. There's a high risk that you can shoot yourself in the foot as a result if you don't know what you are doing, which is why we don't support the configuration. There's is nothing technically to stop you as far as I am aware as the packages are different namespaces, but it's a configuration (having both packages installed) that we simply havent tested and do not therefore support. And wherever you have shared objects you have to be careful.

nathanc · ‎06-07-2018

Essentially it will be two global methods with the following structures: MetricsUtil.getPreviewedInvoiceItems(quoteId) MetricsUtil.getExistingInvoiceItems(quoteId, startDate, endDate) This will allow you to get a set of Invoice Items for any Account, and thus group their totals in any fashion you choose. It is looking like we will be doing a July release since we've had some delays in June.

nathanc · ‎05-31-2018

Hi @kcavanaugh Delta Qty from Core Zuora is not one of the fields we bring in, we bring in the other delta fields though:https://cl.ly/1o2R1l0F0L2x, because we have our own locally calculated Quantity field in Quote Charge Summary. This is meant to represent the delta value. We thought it would be too confusing to have two delta quantity fields, one coming from Core and one coming from Salesforce in QCS. Is there a reason you cannot use the Quantity field in the QCS object as a delta quantity field?

nathanc · ‎05-23-2018

Hi this one is a little hard for us to change. Right now we have it at 9 decimal places (which Zuora also allows) which then limits you to 9 digits (since Salesforce only lets you define 18 for custom fields. In any case, we could reduce the decimal places and increase the whole numbers, but then we have to be absoblutely sure we do not have any customers, ever, that need to do usage to 6,7,8,9 decimal places. So we have to go through this analysis before we can make a change like this, or we block another set of customers. Would be great to have feedback from the community if we have, know of or have seen use cases for usage taking us beyond 5 decimal places.

nathanc · ‎05-18-2018

Yes that's in the Zuora UI, you can't do this yet in Quotes because although Quotes supports Orders, the way our UI is designed only lets you do future dated Product Amendments i.e., Ramp Deals.

nathanc · ‎05-10-2018

IT's very hard to change metadata such a lookup to a Master Detail in a managed package once released. I believe this was only relatively recently possible in managed packages, but the fear would be to break customizations. I believe there are packages in the Salesforce appstore that let you create rollups from lookup relationships....

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