Table of contents
- 1. Overview
- 2. New Features
- 2.1. New Knowledge Center
- 2.1.1. How Do I . . . ?
- 2.2. Zuora Billing and Payments
- 2.3. Zuora Commerce
- 2.3.1. Z-Force
- 2.3.1.1. Sync Performance Improvements
- 2.3.1.2. Improved Error Handling in Sync
- 2.3.1.3. Sync History Enhancements
- 2.3.1. Z-Force
- 2.4. Zuora Finance
- 2.4.1. Z-Suite
- 2.5. Zuora API
- 2.1. New Knowledge Center
- 3. Resolved Issues
- 3.1. Billing and Payments
- 3.2. Zuora API
- 1. Overview
- 2. New Features
- 2.1. New Knowledge Center
- 2.1.1. How Do I . . . ?
- 2.2. Zuora Billing and Payments
- 2.3. Zuora Commerce
- 2.3.1. Z-Force
- 2.3.1.1. Sync Performance Improvements
- 2.3.1.2. Improved Error Handling in Sync
- 2.3.1.3. Sync History Enhancements
- 2.3.1. Z-Force
- 2.4. Zuora Finance
- 2.4.1. Z-Suite
- 2.5. Zuora API
- 2.1. New Knowledge Center
- 3. Resolved Issues
- 3.1. Billing and Payments
- 3.2. Zuora API
Overview
We are pleased to provide you with a summary of our November, 2011 release, including new features and resolved issues.
New Features
This release includes the following new features and enhancements.
New Knowledge Center
We are pleased to announce a new Zuora Knowledge Center. We have revised the Knowledge Center to make it easier to find information about working with Zuora. The new Knowledge Center contains all of the information from the old Knowledge Center, and from the Zuora Developer Network API Documentation site.
We invite you to create an account, which allows you to rate and comment on topics.
How Do I . . . ?
We have also added a new How Do I . . . ? section. Written by Zuora experts, the How do I . . . ? articles provide a wealth of information about working with Zuora, including best practices, answers to frequently asked questions, and additional information to help you use Zuora to make your business successful.
Zuora Billing and Payments
The following features have been added to Z-Billing and Z-Payments.
Ability to Set the Invoice Owner When Uploading Subscriptions
In this release, you can specify the invoice owner when importing subscriptions. You must have the Owner Transfer Amendment permission to use this feature.
We have added the following new fields to the Mass Order Entry import template:
- Invoice Account Number: Specify the invoice owner of a subscription.
- Destination Account Number: Specify the owner of a subscription.
- Destination Invoice Account Number: Specify the owner of the subscription invoice.
The invoice owner is displayed in the export result.
General Availability of the GlobalCollect Gateway
GlobalCollect is a leading payment processor. This integration has been in Controlled Release for several months with pilot customers. The Controlled Release has successfully concluded and we are making this integration generally available for all customers.
The GlobalCollect payment gateway supports the following countries:
- Austria
- Belgium
- France
- Germany
- Italy
- Netherlands
- Spain
- Switzerland
- United Kingdom
Ability to Add More Filters for Data Source Exports
In this release, we have added the ability to add additional filters to data sources when creating a data source export. By default, the data source interface allows you to add up to three filters. In the Data Sources page, click add new filter to add and customize additional filters.
See Data Sources for more information about using data sources.
Additional Date Filter Options for Data Source Exports
In this release, we have added more options to the Date Range filter for data sources. We have added more predefined date ranges to help you filter information in the data source that you are working with. You can now select the following options:
- Current Month
- Previous Month
- Previous Month to Date
- Today
- Yesterday
- Last 3 Days
- Last 7 Days
- Custom
See Data Sources for more information about using data sources.
Zuora Commerce
The following features have been added to Zuora Commerce.
Z-Force
We have made the following improvements to Z-Force for this release. You do not need to install a new Z-Force managed package to see this improved functionality.
Sync Performance Improvements
The performance of the Accounts & Related Objects sync has been improved.
Improved Error Handling in Sync
If Z-Force encounters ENTITY_IS_DELETED or INVALID_CROSS_REFERENCE_KEY errors, the sync will proceed and the affected records will be re-synced in the next incremental sync. This will improve the performance characteristics of the incremental sync.
Sync History Enhancements
In addition to Start Time, we have added End Time as a column in the Sync Results page. You can use this information to determine the elapsed time for any sync run. In addition, the Sync Results page now includes pagination to allow you to view all sync history records.
Zuora Finance
The following features have been added to Zuora Finance.
Z-Suite
We have made the following improvements to Z-Suite for this release. You do not need to update Z-Suite to see this improved functionality.
Custom Fields for Transaction Date Fields Use Date-Type Fields
In this release, we have updated the Zuora custom transaction date fields in NetSuite to use the date type. The fields will now be formatted consistently for display and reporting within NetSuite. We have added the following custom fields to the NetSuite Invoice and Credit Memo records:
- Zuora Posted Date
- Zuora Target Date
- Zuora Last Email Date
- Zuora Change Date (item level)
- Zuora Service Start Date (item level)
- Zuora Service End Date (item level)
The new fields will be added to Zuora and custom forms automatically. The existing Text-type fields will be renamed to include the suffix (old). The Text-type fields will be removed in a future release.
New Migration Processes
Two migration processes have been added to the sync: NetSuite Invoice Date Field Migration and NetSuite Credit Memo Date Field Migration. These processes will appear in the Z-Suite View Activity as the final processes of a given sync cycle. You cannot disable these processes.
The migration processes copy the values from the existing Text-type fields to the new Date-type fields for NetSuite Invoices and Credit Memos that originated from Zuora. This can include Invoices, Negative Invoices, and Invoice Item Adjustments (Charges and Credits).
When all existing records have been updated successfully, the migration processes will no longer run, and the processes and will no longer appear in the View Activity history.
Zuora API
The following features have been added to the Zuora API.
WSDL Version
The Zuora WSDL has been updated to version 35.0. See WSDL and API Versions for information about downloading the latest version.
Improved Auto-Set Bill Cycle Day Functionality
In this release, we have updated the auto-set bill cycle day feature to make it easier to use the auto-set bill cycle day feature.
This change allows you to edit a bill cycle day that has been auto-set, until the date is locked. For example, you can move an auto-set bill cycle day forward to a new date, until you begin billing for the charge.
See Customer Account Dates: Bill Cycle Day for more information about using this feature.
Export ZOQL: Support for Column Aliases
In this release, we have added the ability to specify an alias for a column name when you create a data source export.
Use the following syntax to create a column alias:
select field as "name" from table;
Where field is the name of the field that you are creating an alias for, name is the alias (specified in quotes), and table is the name of the table that contains the field.
See Select Statement for more information about using the Export ZOQL select statement.
New BusinessIdentificationCode Field for the PaymentMethod Object
We have added the BusinessIdentificationCode field to the PaymentMethod object to support the direct debit method for Switzerland when using the GlobalCollect payment gateway.
Resolved Issues
The following issues were resolved in this release.
Billing and Payments
The following issues were fixed in Z-Billing and Z-Payments.
Changes to Manual Email Notifications and Callouts
Previously, the Manual Email for Invoice and Manual Email for Payments notifications included callout functions. Because these manual events were designed to support email actions only, the callout functionality has been removed in this release.
Subscription Charge Does Not Change When Updating Accounting Codes
In previous releases, when using an accounting code to change a product rate plan charge, the subscription rate plan charge would not be updated.
We have fixed this issue in this release.
Non-Functional Export and Import Product Catalog Links
In previous releases, the Import Product Catalog and Export Product Catalog links in the Zuora interface were not functional.
In this release, we have removed the links from the product.
Improvements to the Bill Runs Page
In this release, we have made improvements to the Bill Runs page (located in Billing Operations). These changes will improve the search functionality, and will provide more information about the search results.
Zuora API
The following issues were resolved in the Zuora API.
Remove Product Amendment Changed the Billing Day (WSDL 8.0)
When creating a Remove Product amendment using WSDL version 8.0, the Billing Day of all remaining rate plans is changed to Specific Day of the Month.
We have fixed this issue in this release.
subscribe() Call Failed Without Returning an Error
In previous releases, a subscribe() call could fail and return a Java exception stack trace as the error message.
In this release, we have added a more descriptive error message.
Invoices Failed to Sync to NetSuite
In certain cases, invoices failed to sync to NetSuite because of a redundant validation restriction in the update() logic for a previous version of the Zuora API.
We have fixed this issue in this release.

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