Community - About Aslam

Aslam

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

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

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

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

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

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

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

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

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

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

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

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

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.

Aslam · ‎09-21-2020

Hi Max, Have you tried using the PostUpdate? This is basically a PUT call which our app will translate into SOAP, in the example in the link above, the field "BillCycleDay" is available to update, and it allows you to send a batch of 50 accounts in the Objects array.

Aslam · ‎09-18-2020

Hi Abraham, There is an option to filter the "Charge Type" while creating the Bill Run. You may choose to exclude "Usage" Charges through this filter which will then not process this charge type from the Subscription. Hope this answers your scenario and helps you with your use case.

Aslam · ‎09-17-2020

Hi Rajeev, It is possible to migrate the payment method. Please go through this KC Article which explains the process in detail. You may raise a support request to extract the information or get in touch with your Zuora AE to assist you further with this.

Aslam · ‎09-17-2020

Hi Roberta, This could be caused as a result of having the setting " Redistribute Zuora Tax rounding differences" turned ON in your tenant level. This can be found under the "Define Billing Rule" option in Billing Settings. Please go through this KC Article to know more about this function.

Aslam · ‎09-17-2020

Hi Ben, I think you may achieve this by splitting the invoice (Splitting Invoice) into A and B. You may then assign each invoice to the appropriate contact by the Owner Transfer Amendment. If you think this serves your use case, please raise a support ticket since these are settings that has to be turned on in your tenant.

Aslam · ‎09-17-2020

Hi Miren, The Payment.Amount is obtained from the Payment object which is usually the amount that the customer has paid. This should usually be a positive value since the payment made by a customer cannot be a negative value. You can get the Notification History through GET_EmailHistory API call. Unfortunately, there is no export function through which you can get a export of all the notifications.

Aslam · ‎09-17-2020

Hi Jeremy, Unfortunately, the group by function is not supported for Subscription Rate Plan Charge fields which is a known limitation of using the Nested tables. Please go through this KC Article for more information on this.

Aslam · ‎09-15-2020

Hi Nicola, Unfortunately, the Credit Memo is created by default and there isn't any way to avoid it. This is by system design. Please go through our KC Article for more information on Invoice Reversal.

Aslam · ‎09-15-2020

Hi Ravi, The last day of the service period of the subscription is included in the invoice. As described in this KC Article, the End Date is included if you choose "Specific End Date". Please go through the Knowledge Center article which explains in detail with examples.

Aslam · ‎09-15-2020

Hi Thao, Please find my answers below, 1. Yes, we do have an option to automate the BillRun. Please go through the below KC Articles which explains in detail about this feature. Bill_Runs Creating_Bill_Runs 2. Yes, you have to create Bill Run for this which will pick up the subscriptions that are not invoiced and generate an Invoice for them. 3. There is a known limitation in Subscription Amendment when the renewal term period is Day or Week. Please go through our KC Article to learn more about the limitations, If the renewal term period of the latest version of the subscription is Day or Week, the limit of amendments allowed on a subscription is 100.

Aslam · ‎09-15-2020

Hi S ireesha, Have you tried using POST_CreateAuthorization? This e nables you to authorize the availability of funds for a transaction but delay the capture of funds until a later time. But please be advised that this feature is subjected to availability at the Payment Gateway end. Please reach out to your Payment Gateway to verify if this is supported by them.

Aslam · ‎09-01-2020

Hi @SA, We apologize for the inconvenience. Unfortunately, there is no direct API call through which you can preview a subscription. I understand the workaround suggested by Goutham doesn't help in your use case and you are looking for a more direct approach for the preview. I would recommend you to share your use case in our Ideas Board. This would be directly handled by our Product Management team and give a chance to other users to view your Idea and upvote it.

Aslam · ‎08-10-2020

Maintenance is an essential and necessary part of keeping Zuora systems and infrastructure updated, highly available, and responsive. Our maintenance services are designed to protect your Zuora software running in performance test environments, and prevent downtime resulting from faulty or failing systems. This is a notice that we will be taking a maintenance window on Friday, August 14, 2020, for the Performance Test Environment environment. Timeline for this maintenance is 4:00 PM - 6:00 PM PDT Impact: During the two-hour maintenance window, the following Zuora UI functions/areas will be in “read-only” mode. Users will not be able to make updates to settings in these areas for the duration of the maintenance window: Settings > Administration > Manage Users (including “oAuth Client”) Settings > Administration > Manage User Roles (including “Allowable Login IP Ranges”) Settings > Administration > Manage Tenant Profile Settings > Administration > Security Policies Note: The ability to generate OAuth Bearer token will NOT be impacted. During the maintenance window above, where downtime is not specifically stated, there may be an elevated risk to the platform during the maintenance window, however additional downtime is not anticipated. A maintenance status message will be posted to this thread upon completion of the activity.

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