About markc789

markc789 · ‎11-30-2016

Are you saying that all of Zuora production will be offline tonite, or just reporting?

markc789 · ‎08-16-2016

There are times that we add a new user to Zuora, and for various reasons they never use the system. When it's time to clean up these users, it is very time consuming to deactivate them. In other systems, it takes about 3 minute to deactive 5 users. In Zuora, if the user is pending activation, it takes about 30 minutes to deactivate 5 users.

markc789 · ‎03-01-2016

According to Zuora on our support case # 84360, we would need to submit this as an enhancement to product management. Support confirmed that the Charge price is not synced for any Usage charge types. Please add this feature.

markc789 · ‎02-22-2016

Hello Viktor, See screen print below. We don't use Zuora Quotes. We want to be able to use the Subscription Product and Charge record in Salesforce for our reporting on Price. I entered a support ticket this morning for this issue. Support incident ID is 84360.

markc789 · ‎02-19-2016

Zuora currently syncs the Charge Price to Salesforce if the Charge Type = Recurring and Charge Model = Flat Fee Pricing. However, if the Charge Type = Usage and the Charge Model = Flat Fee Pricing, Zuora does not sync the Charge Price to Salesforce. We need to run performance reports in Salesforce showing the total monthly charge amount for all flat fee usage devices and recurring charges.

markc789 · ‎02-15-2016

I like Matt's idea of using a custom field on the Account to flag if turned over to a collection agency. But I don't see any Aging reports in Zuora that allows me to add a custom field from the Account object. Please advise on where to find an Aging report where I can include the custom field.

markc789 · ‎01-26-2016

That's a good idea, except we don't turn over all accounts to collection after X number of days. It's only certain accounts that are under a certain agreement, that we turn over to collection agencies for non-payment. It's part of our business model.

markc789 · ‎01-26-2016

The Invoice Aging Report does not allow me to filter on any custom fields, so I can't identify or filter out accounts turned over for collection. There is no way using the Invoice Aging Report to identify those accounts turned over for collection.

markc789 · ‎01-26-2016

We have accounts that will be turned over to a 3rd party collection agency, and want to be able to run Account Receivable reports that don't include the accounts turned over to an agency.

markc789 · ‎01-26-2016

We have accounts that we will turn over to a 3rd party collection agency, but have no way of knowing which accounts have been turned over in the aging report. We want to be able to either identify in the aging report the accounts that were turned over for collection, or be able to filter them out of the report.

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Re: Reporting Planned Maintenance - Wednesday, 30th November 2016, 7-8pm PST

Re: User Deactivation

Re: Sync the Charge Price field from Zuora to Salesforce

Re: Sync the Charge Price field from Zuora to Salesforce

Sync the Charge Price field from Zuora to Salesforce

Re: Accounts Receivables & accounts turned over to a collection agency?

Re: Accounts Receivables & accounts turned over to a collection agency?

Re: Accounts Receivables & accounts turned over to a collection agency?

Accounts Receivables & accounts turned over to a collection agency?

Re: [Z-Reporting] Customize Invoice Aging Report with additional fields from account