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Aslam

Issue: While using Developer tools to create a subscription through the Orders API Loader, we are facing with the error: "A date must be a string with format: 'yyyy-MM-dd'" Solution: If there is a custom field that you are inputting here with the datatype as "Date", make sure that the particular format of the field should be "yyyy-MM-dd". The reason here is, the Developer Tools could not identify the custom fields which have the datatype as Date. Although all the other regular fields with Date format have it as "MM-DD-YYYY", this is particular only to custom fields of Date format type. When we input the custom field with yyyy-MM-dd format, the tool identifies this to be a custom field and should successfully process the subscription request.

Aslam

Question: We have updated the Payment Term of a customer account from "Due Upon Receipt" to "Netxx". We would like to update the existing invoice on the new Payment term. What is the procedure to achieve this? Solution: For the changes we do to the customer account, the invoice that is already generated will not be updated automatically. Regenerating the invoice will also not help in this case. The only option to incorporate the changes would be to cancel the Invoice itself and create a new bill run which would take the new payment term from the customer account and set the due date of the invoice based upon that.

Aslam · ‎02-24-2021

Hi Lisa, I tried cross-checking the Zuora_Reporting_Releases and could not see any change mentioned here. It opens up the "Favorites" folder now.

Aslam · ‎02-24-2021

Hi Robin, If it is the same invoice that you would like to send to both client and MyCompany, then you may make configure it through the Notification and email setting under Billing Setting. Since you have mentioned " MYCOMPANY owe Y€ to PARTNER", I wonder how you generate this invoice. Through a new Subscription having the invoice owner as MyCompany?

Aslam · ‎01-29-2021

Question: We have a requirement to stop sending Invoice emails to the customer. The invoice Preference email option on the Account is unchecked. However, an Invoice Email was sent out to the customer after the Invoice is posted. We could only stop sending emails by inactivating the Invoice Post Events. This would require a new communication profile with inactive Invoice Post events. Please advise if the change to the communication profile is the option and not the Email preference flag. Answer: When a customer account has set the "Invoice Delivery Preference" to "Email" and has an email address, the invoice will be sent upon enabling "Invoice Posted | Invoice Posted within a Bill Run of Auto-Post" notification. However, if you wish to stop sending an email to a customer, setting "Invoice Delivery Preference" to "No" would not help if the contact has an email. In this case, we should make sure to disable "Invoice Posted | Invoice Posted Manually" and "Invoice Posted | Invoice Posted via API" notifications to stop emailing the invoices completely. As a workaround in this use-case, creating a new communication profile for the user who has an email account and turning off "Invoice Posted | Invoice Posted Manually" and "Invoice Posted | Invoice Posted via API" notifications in that communication would help here.

Aslam · ‎01-19-2021

Hi Ivan, Zuora has launched the Audit Trail feature to seamlessly track changes made to objects. Please go through the below KC Articles to understand the feature and how to make use of it to download reports, Data_Model_of_Audit_Trail Scope_of_Audit_Trail Sample_Queries_of_Audit_Trail The-road-to-sox-compliance-with-audit-trail/ You can raise a Support Ticket to verify if this feature has been enabled in your tenant. This has been made as General Availability and so if not enabled, support will assist you to turn on this feature.

Aslam · ‎01-07-2021

Hi Jelly, You will have to manually update the custom field on Zuora or create a workflow task to automate this. Since you have mentioned Salesforce, you can also try changing the status in Salesforce and then sync it back to Zuora.

Aslam · ‎01-07-2021

Hi Himanshu, Adding usage day-wise should not be a problem in Reports. I carried out testing locally and the Data Source report was able to pull the particular record successfully. I am attaching the screenshot from my testing for your reference. Data Source Export result: Usage: Account Number Usage: End Date Usage: ID Usage: Quantity Usage: Start Date Usage: Submission Date Usage: Unit of Measure A00000001 3/1/2020 2c92c09a76db94dd0176dd2dca9XXXXX 10 3/1/2020 1/7/2021 ZELO UOM

Aslam · ‎12-02-2020

Hi Winsy , Unfortunately, Data Source is not customizable. You can select the fields from an Object only if it is related to the particular Data Source that you have selected. I have verified that Taxation is not related to Revenue Schedule Item and hence, you will not be able to use them. Please refer to this KC Article to know more about the objects related to the Revenue Schedule Item Data Source.

Aslam · ‎11-30-2020

Question: When we try to open the Usage import failed reasons file, it returns 'Not found. The page you were looking for could not be found. If you believe you reached this page in error, please email support@zuora.com ' We have tried using an incognito browser and clearing the cache memory and it doesn't help. Answer: The error reported here was in Multi-Entity enabled tenant. The problem seems to happen when the user was already logged in to another Entity and trying to access the usage failed file that belongs to some other entity. The right way to do this would be to make sure that the user is enabled in the correct Entity before opening the Usage failed reasons file. The customer was using a valid credential to log onto the billing service. So the authentication is good actually. In https://knowledgecenter.zuora.com/Billing/Tenant_Management/Multi-entity/A_Overview_of_Multi-entity , we have documented that the client should provide the correct entity id to access. In other words, the client has to tell Zuora billing that which entity the request want to access through the headers. The billing service itself doesn’t know if the customer is accessing the correct entity or not."

Aslam · ‎11-26-2020

Hi Sayam, Are you looking for Audit Trail feature? Zuora does let you track the changes made to settings. The trail is stored in two tables which are, auditloginevent auditsettingchangeevent Data Query is used to retrieving the information and currently, the feature is only limited to the following, Track, log and report on a user’s login history Track, log and report on setting changes of Billing, Payment, Commerce, and Finance. Track, log and report on activities in user management settings.

Aslam · ‎11-26-2020

Hi Spencer, There is a notification setting that you may turn on which will get you notified of the reason for the failed uploads. You can turn this on under "Settings->Billing Settings->Setup Profiles, Notifications and Email Templates". Please go through this KC Article which explains this in detail.

Aslam · ‎11-26-2020

Hi Ervin, Unfortunately, you will not be allowed to make any changes to a transaction that falls in a Closed Accounting period. The only way to get this done is to re-open the particular accounting period, make your changes, and then close it again. This is also explained in this Community Post as well.

Aslam · ‎10-22-2020

Hi Jayaram, I am afraid both the options described by you will not be possible to achieve. This requires high-level customization and is not offered in any object in Zuora. This definitely sounds interesting though and I would encourage you to write this as a New Idea which can be reviewed by our Product Owners and suggest you with the possibilities.

Aslam · ‎10-13-2020

Hi Gulshan, Try using the POST Amend Call from the API Developer Guide. From the payload you have shared and the call, it looks to be REST API while the document you have been following is of SOAP API. Please follow the document in Action_POSTamend which should help you resolve your issue.

Aslam · ‎10-08-2020

Hi Krzysztof, Zuora provides you with the Data Source feature that lets you quickly choose fields from different objects and configure a report as per your needs. However, please be advised that the fields are available only if there is a relationship between 2 objects you choose. There are also a few limitations as described in the attached screenshot. Below are a couple of KC Articles that will help you get started, Introduction_to_Data_Sources Generate_a_Data_Source_Export

Aslam · ‎10-08-2020

Hi Saravanakumar, The Invoice is generated based on the Rate Plan Charge and the subscription period that is associated with the particular subscription. For instance, I have a Product Rate Plan Charge which will be billed Monthly, and the subscription that I create for a customer is for 12 months. The BillRun for this subscription will create 12 Invoices for each month since we have configured the Product Rate Plan Charge's Billing Period to be Monthly.

Aslam · ‎10-06-2020

Hi Justin, Try editing your invoice template in the Total column and use Invoice.Balance in the place of Invoice.Total field. This should do the trick of taking the remaining balance of the invoice instead of the whole balance. Please go through the below KC Articles which helps you learn about all the available merge fields in a custom Invoice Template document. Invoice_Fields Creating_a_Custom_Invoice_Template

Aslam · ‎10-06-2020

Hi Carlo, This is expected behavior that is explained in our KC Article. This error typically means there is some other object related to this Invoice that is preventing from unposting it. This could be any object such as a Payment, Invoice Adjustments, Credit/Debit Memos that have been associated with this invoice. Since the invoice is the source of those objects and removing them without removing any object associated with it would be hard to trace back the source in the future.

Aslam · ‎10-06-2020

Hi Jen, I found a solution document for this error in our Community. Please go through the post https://community.zuora.com/t5/API/ACH-PaymentMethod-Support-for-REST/td-p/21779 and see if this helps you fix the issue.

Aslam · ‎10-06-2020

Hi Connor, The 504-Gateway Timeout Error in general means that the Proxy Server did not receive a response from the upstream server at a specified time. This could mostly be a communication error between the two servers. Please file a Support ticket with Zuora Support requesting a transaction log and get in touch with your respective Payment Gateway to further investigate on this issue. Furthermore, you can subscribe to Zuora's Trust Page which is regularly being updated to keep the customers informed of the known outages and fixes.

Aslam · ‎10-05-2020

Hi Tobias, According to Paypal Help Center, 11451 means the Billing Agreement ID or transaction ID is not valid. You may raise a support request to Zuora Support and request for the Transaction Log of the particular transaction. Please raise this issue with Paypal sharing this transaction log for further assistance.

Aslam · ‎10-05-2020

Hi Logan, We have a dedicated forum for Ideas that will be directly handled by our Product Owners. I would suggest you please take a look at Community Ideas and post your Idea to Billing_PaymentsIdeas. This gives a chance for other users to review your idea, upvote, and comment helping our Product team to understand better the needs of Zuora Users.

Aslam · ‎10-05-2020

Hi Mike, The CVV help image on the HPM is not customizable. The CSS in the HPM Page Configuration allows you only to define the position of this image. Since the image is only for illustration purposes, I don't think you can edit it or update it from the Library.

Aslam · ‎10-05-2020

Hi John, The "Unapplied Payments" should help with your use-case. However, please be advised that this can be enabled only through the Invoice Settlement feature which is in limited availability. There is also a known limitation that will restrict the use of this feature for the "Electronic Payment Methods". Please go through the attached KC Articles to understand better of the feature.

Aslam · ‎10-05-2020

Hi Michael, I am afraid you may not be able to append a line item to an existing invoice manually. This is by design. All the invoices are created through the "Bill Run" and once an Invoice is generated, we may only edit its content such as Tax or Discounts. Please go through the below KC Articles for a better understanding of this. Invoices InvoiceItemAdjustment

Aslam · ‎09-25-2020

Hi William, As long as the upload file is in CSV format and correct template as described by Zuora, there shouldn't be any problem in adding Tax from a different provider. Please go through the below KC Articles which will help you guide through this. Load_tax_rates Set_Up_Taxation_Codes You can download a sample tax file from Settings->Billing Settings->Setup Taxation Codes.

Aslam · ‎09-25-2020

Hi Abby, Please try using Invoice Item Data Source. I took a quick look and I found that all your required information is available here. Please go through this KC Article to understand more about this Data Source.

Aslam · ‎09-25-2020

Hi Lisa, If you have uploaded 2 usage records, both of them will be processed by the Billing Engine. You are right, the best way to handle this situation in case of a duplicate usage is to delete it. But be advised that only the Usage with status as "Pending Process" can be deleted. If the billing engine has already "Processed" both of these usage files, then you will have to cancel/unpost the invoice and regenerate it after deleting the duplicate usage record. As a workaround, you may also create Invoice Item Adjustment to write-off the duplicate usage charge.

Aslam · ‎09-21-2020

Hi Karuna, The "InvoiceTargetDate" plays a major role here. The invoice will be created based on whatever date we set this to be. You may choose the date to set here based on whenever you want this to be. Please go through this KC Article to know more about the Target Date of an invoice.

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