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Zuora Quotes Version 8 Release Notes

Table of contents
  1. Major Release 8.0 (Release Date: 2016-11-29)
    1. New Features and Enhancements
      1. Bundling in General Availability
        1. Advanced Product Packaging with Bundle Support 
        2. Product Catalog Sync from Zuora Quotes
          1. Enabling the Bundling Controls Product Catalog Sync Between Zuora and Salesforce 
      2. Zuora Rules Engine in General Availability
        1. Custom Action Support in Zuora Rules Engine
      3. Salesforce Lightning Certified UI
        1. FooterBar Component
        2. Enhanced Navigation in Guided Selling
      4. Quote Charge Deprecated
    2. Resolved Issues
      1. Display All Volume Pricing Tiers in Salesforce Product Catalog
  2. Maintenance Release 8.2 (Release Date: 2017-01-26)
    1. Support for Billing Timing Option in the Product Catalog Sync from Salesforce to Zuora
    2. New Global Method to Sync Products from Salesforce to Zuora
      1. Multi-Entity Support in Product Catalog Sync
      2. Bulk Product Catalog Sync from Salesforce to Zuora
    3. Whitelist Field Set for Custom Fields
  3. Maintenance Release 8.3 (Release Date: 2017-02-14)
    1. Support for Automated Price Change on Renewal Quotes
    2. Clone Rate Plans in Product Selector
    3. Support Lookups in Enhanced Product Selector
  4. Maintenance Release 8.4 (Release Date: 2017-03-20)
    1. Custom Fields on Quote Rate Plan and Quote Amendment
    2. Support for Billing in Arrears
    3. Direct Lookup to Product Rate Plan Charge in Quote Charge Summary for All Quote Types
  5. Maintenance Release 8.6 (Release Date: 2017-04-26)
    1. Unable to Override the Billing Period of Charges in Quote Charge Summary
    2. Field and Object Level Security Settings in Enhanced Product Selector
    3. Terms and Condition Amendments Incorrectly Created for Amend and Renewal Quotes
    4. Unable to Activate Additional Currencies on Existing Products
    5. Error on Product Names with More than 80 Characters
    6. Error in BillTo / SoldToContact Lookups with Shared Contact Enabled
  6. Maintenance Release 8.7 (Release Date: 2017-05-16)
    1. Amendment and Renew Quotes Support More than 99 Rate Plans in Product Selector
    2. A New Global Method to Change Invoice Owner of a Quote
    3. Update or Create Tiers in Rules Engine Custom Action
  7. Maintenance Release 8.8.1 (Release Date: 2017-06-22)
    1. JavaScript Plugin Updates Any Charge on the Page
    2. Use Whitelist FieldSet Name Setting to Populate Additional Fields in Product Selector JavaScript Plugin
  8. Maintenance Release 8.9 (Release Date: 2017-07-24)
    1. End User Product Filters with Special Characters Not Applied
    2. Support of Salesforce Person Account
  9. Maintenance Release 8.10 (Release Date: 2017-08-14)
    1. Performance Improvements for Rules Engine
    2. Resolved Issue: Minor API Fixes

These release notes provide a summary of new features, enhancements, and resolved issues in the Zuora Quotes Version 8 releases. Version 8.0 is the major release, after which all the 8.X maintenance releases are based. Version 8.0 was released in Q4, 2016.

Major Release 8.0 (Release Date: 2016-11-29)

To use this version of Zuora Quotes, you must upgrade your package as described in Upgrade Zuora Quotes.

New Features and Enhancements

The 8.0 release includes the following enhancements.

Bundling in General Availability

The Bundling feature is now generally available.

Before you turn on bundling, review the following points to confirm that you want to proceed:

  • You must master your product catalog in Salesforce.
  • Bundling is not fully supported in Zuora Billing, as such the bundle relationships are not currently available in Zuora once a Quote is submitted.

To enable the Bundling, submit a request at Zuora Global Support and refer to Enable Bundling in Zuora Quotes for the sequence of steps required.

The key features in Bundling are:

  • Advanced product packaging with the bundle support in Zuora Quotes
  • Product catalog sync from Salesforce to Zuora
Advanced Product Packaging with Bundle Support 

Zuora Quotes product catalog supports bundles for quoting. In the product catalog, you can configure bundling and base/add-on product relationships for the enhanced quoting process.

See Configure Products and Bundles in Salesforce for managing products in Salesforce.

Product Catalog Sync from Zuora Quotes

When you manage products in Salesforce product catalog, you sync your products, rate plans, charges, tiers, and features to Zuora for billing, invoicing, payments, and revenue recognition.

See Sync Salesforce Products to Zuora for syncing products from Zuora Quotes to Zuora.

Enabling the Bundling Controls Product Catalog Sync Between Zuora and Salesforce 

The Enable Bundling tenant setting in Zuora controls the direction of the Product Catalog Sync operations as follows:

  • If the setting is enabled, you can sync your Product Catalog only from Salesforce to Zuora.
    You are not allowed to sync Product Catalog from Zuora to Salesforce. 
  • If the setting is disabled, you can sync your Product Catalog only from Zuora to Salesforce.
    You are not allowed to sync Product Catalog from Salesforce to Zuora.

Zuora Rules Engine in General Availability

Zuora Rules Engine is now generally available in Zuora Quotes. The rules engine provides you a controlled product selection and accurate quoting experience. You can manage and offer your users dynamic pricing, automatic addition and removal of rate plans, and error checking.

Zuora Rules Engine is supported only with the Enhanced Product Selector. 

See Zuora Rules Engine for turning on the Rules Engine, and creating and using rules in Zuora Quotes.

Custom Action Support in Zuora Rules Engine

Starting in this version, you can implement custom action plugins and apply the custom actions in rules. Example use cases can be for updating quote header field for approval status or updating tiers.

See Custom Action Plugin for the plugin attributes, methods, and a code sample.

Salesforce Lightning Certified UI

Zuora Quotes is certified as Salesforce Lightning Ready. The new page layouts and buttons were added for Zuora Quotes to be compatible with Salesforce Lightning Experience. By default, Zuora Quotes will use the new page layouts and UI components for Guided Selling and single page Product Selector. 

The enhanced UI also includes:

  • New universal footer with the back and next buttons
  • Unified Quote Detail page with the metrics preview on pricing changes

See Upgrade Zuora Quotes to Q4 2016 if you are upgrading from a customized Zuora Quotes.

Refer to Salesforce documentation about enabling Lightning Experience in your org.

FooterBar Component

The new FooterBar component is a docked footer bar that can be embedded on a VisualForce page. The component allows you to customize the navigation buttons displayed on the page, including button style and button click events. 

See FooterBar Component for details and a code sample for the component.

Enhanced Navigation in Guided Selling

New attributes and new buttons were added to the ProductBundleGuidedSelling and SelectProduct components for improved navigation in Guided Selling.

See ProductBundleGuidedSelling Component and SelectProduct Component for the improved option classes of the components.

Quote Charge Deprecated

Starting in the version 6.5, the Quote Charge object is no longer used in Zuora Quotes. As of this release, we no longer support backward compatibility of Quote Charge customizations.

Review any customization you had made on the Quote Charge object before you upgrade to this release.

Resolved Issues

The 8.0 release includes the following resolved issues and other internal fixes.

Error from Product Catalog Sync After Upgrading to Quotes 7.4

In the Multi-entity orgs, you might have received an error during Product Catalog sync if your entity names contain special characters or more than 38 characters.

The issue has been fixed.

Display All Volume Pricing Tiers in Salesforce Product Catalog

When you view your product catalog in Salesforce, now all the volume tiers are loaded and displayed in Zuora products that have the volume pricing charge model.

Maintenance Release 8.2 (Release Date: 2017-01-26)

The 8.2 release includes the following enhancements and resolved issues.

Support for Billing Timing Option in the Product Catalog Sync from Salesforce to Zuora

The value you set in the Billing Timing field on Product Rate Plan Charge in Salesforce is now synchronized to the corresponding field in Zuora to support billing the charge in advance or arrears for subscriptions.

Once a product rate plan charge is added to a subscription, you can no longer update the billing timing of the product rate plan charge. The following error message is returned: "This charge cannot be updated because Charge Model cannot be changed". 

See Billing Timing for how the setting affects your subscriptions in Zuora.

New Global Method to Sync Products from Salesforce to Zuora

The new ProductSyncUtil global method was implemented for programmatically triggering product catalog syncs from Salesforce to Zuora. Major enhancements that the ProductSyncUtil global method provides are:

  • Multi-entity support in product catalog syncs
  • Bulk products syncs 

Multi-Entity Support in Product Catalog Sync

Product catalog sync now supports multi-entity through the ProductSyncUtil global method. On sync, products are grouped by entity, and one Sync History job is processed for each entity. Current status can be viewed from the History section in the Product Catalog Sync tab.

Bulk Product Catalog Sync from Salesforce to Zuora

Previously, you could select only 100 products at a time to sync in the Product Catalog Sync tab.

Now using the new ProductSyncUtil global method, you can programmatically trigger sync in bulk from Salesforce to Zuora.

Refer to ProductSyncUtil for detail information of the global method and a code sample.

Whitelist Field Set for Custom Fields

Previously, all the user-defined custom fields were tracked and managed by Zuora Quotes, and that could potentially cause you to run into the Salesforce limit on query length when you have a large number of custom fields,

Starting in this release, Zuora Quotes global methods only track:

  • The standard fields
  • The custom fields included in the field sets of the managed package. 

You specify the whitelist field set name in Quote Configuration Settings.

If there are any customizations that use global methods to refer to Zuora Quotes or Zuora 360 custom fields, review the customization to determine whether code changes are required before upgrading to this version.
For example, if you added custom fields on the SubscriptionProductCharge object, you have two options to show the custom fields in the Product Selector for amendment quotes:

  1. Add your custom fields to an existing field set, e.g. Zuora__fields_for_select_billing_account_compon, on the SubscriptionProductCharge object.
  2. Create your own field set on the SubscriptionProductCharge object and add your custom fields to the field set. Then add the field set name to the Whitelist FieldSet Name in Quote Configuration Settings.

Maintenance Release 8.3 (Release Date: 2017-02-14)

The 8.3 release includes the following enhancements and resolved issues.

Your Salesforce org must be on the Spring '17 release to successfully install the Version 8.3 of Zuora Quotes.

Support for Automated Price Change on Renewal Quotes

In the Zuora Product Catalog, charges can be set up for an automatic price change upon renewal. Now the price change setting is displayed in Zuora Quotes, and your quoting users can override the setting when creating quotes for a new subscription, a new product amendment, or a renewal. 

The Effective Price of the Quote Rate Plan Charge will be updated with the automatic price change.

The Discount-Fixed Amount charge model is not supported for use with this feature.

The Quote Configuration Setting, Get Tiers from Zuora, must be selected for automatic price changes on renewal.

See Automated Price Change (Uplift) for Renewed Subscriptions for more information about this feature. 

Clone Rate Plans in Product Selector

A new menu button was added to allow you to copy rate plans in Enhanced Product Selector and to make the quoting flow easier for your users.

Newly added products in the current quoting flow can be cloned. 

Support Lookups in Enhanced Product Selector

For an improved quoting experience, you can provide the charge level lookups in Enhanced Product Selector. The new feature is available when creating quotes for new subscriptions or quotes for the add/update product amendments.

See  Display Lookup Fields in Enhanced Product Selector for the steps to add a lookup field  and have them available in Enhanced Product Selector.

Maintenance Release 8.4 (Release Date: 2017-03-20)

The 8.4 release includes the following enhancements and resolved issues.

Custom Fields on Quote Rate Plan and Quote Amendment

Now you can configure Zuora Quotes to allow your quoting users to view and update custom field values at the Quote Rate Plan and Quote Amendment levels.

See Display Custom Fields on Page Layout for displaying custom fields in the Enhanced Product Selector.

Support for Billing in Arrears

Continuing on the Billing Timing option support in Product Catalog Sync in the previous release, this release includes the full support to set the Billing Timing option at the Quote Rate Plan Charge level and override the value when creating quotes for New Subscriptions and Add Product Amendments.

See Display Billing Option Fields in Product Selector for displaying the Billing Timing field in the Product Selector to allow your quote users to view and update the field value.

Direct Lookup to Product Rate Plan Charge in Quote Charge Summary for All Quote Types

The Quote Charge Summary object now populates a direct lookup to the Product Rate Plan Charge object for all types of quotes. This provides you a new ability to report on the Product Rate Plan Charge fields using Quote Charge Summary on the Remove Product amendments, which do not have a look up to Quote Rate Plan Charge.

Maintenance Release 8.6 (Release Date: 2017-04-26)

The 8.6 release includes the following resolved issue and other internal enhancements.

Unable to Override the Billing Period of Charges in Quote Charge Summary

When adding a product to a quote, you were not able to overwrite the billing period of the charges. The QuoteChargeSummary.Period field was incorrectly assigned the value from Product Rate Plan Charge instead of the Quote Rate Plan Charge object. 

Field and Object Level Security Settings in Enhanced Product Selector

Now the Enhanced Product Selector correctly respects the field and object level security settings on the Quote Charge Tier object. You can disable a Quotes user from adding, removing, or editing Tiers of a Quote Rate Plan Charge that uses the volume or tiered charge model. See Set Tier Access Limits on Quote Rate Plan Charge.

Terms and Condition Amendments Incorrectly Created for Amend and Renewal Quotes

Terms and Condition amendments were automatically created when you created an Amend or Renewal quotes, causing issues with custom workflows for sending Quotes to Zuora and increasing the number of amendments on a quote.

Now the Terms And Condition Amendment is not automatically created when you create an Amend or Renewal quote. 

Unable to Activate Additional Currencies on Existing Products

Once tiers were created in Zuora for a product, new currencies could not be added to the product.

Error on Product Names with More than 80 Characters

You received an error and could not create a product with a name with more than 80 characters long in Salesforce. The issue is resolved in this release.

Error in BillTo / SoldToContact Lookups with Shared Contact Enabled

With the Shared Contact feature enabled in Salesforce, when you search for a contact in BillTo/SoldToContact Lookups during the quoting flow, you no longer receive an error.

Maintenance Release 8.7 (Release Date: 2017-05-16)

The 8.7 release includes the following resolved issue and other internal enhancements.

Amendment and Renew Quotes Support More than 99 Rate Plans in Product Selector

The updated logic in Enhanced Product Selector now removes the hard restriction of maximum 99 rate plans included in an Amendment and Renew quotes.

The new limits will be based on your Salesforce environment, the customization, and the structure of your product catalog.

See Limits in Zuora Quotes for the known limits, guidelines to manage the limits, and sample scenarios around the limits.

A New Global Method to Change Invoice Owner of a Quote

A new global method was added to the zQuoteUtil class to trigger an invoice owner change on the Amendment and Renewal quotes.

See zQuoteUtil Class for the method signature.

Update or Create Tiers in Rules Engine Custom Action

The Custom Action Plugin in the Rules Engine was fixed to allow charge tier updates.

See Custom Action Plugin for a code sample that updates charge tiers.

Maintenance Release 8.8.1 (Release Date: 2017-06-22)

The 8.8.1 release includes the following enhancement and other internal fixes.

JavaScript Plugin Updates Any Charge on the Page

Previously, the JavaScript plugin could only update the charge that triggered the plugin. In this release, the plugin was enhanced so that it could update other charges in the charge groups being passed in.

Use Whitelist FieldSet Name Setting to Populate Additional Fields in Product Selector JavaScript Plugin

Starting in this release, you can use the Zuora Config Setting, Whitelist FieldSet Name, to populate additional fields in Product Selector JavaScript plugin. You no longer have to add the additional fields to the Display Fields field set.

The following is a sample use case:

  1. Create a field set, named AdditionalCustomFields, on the QuoteRatePlanCharge object.
  2. Create a custom field,  Cost__c, on the QuoteRatePlanCharge object.
  3. Add the Cost__c custom field to the AdditionalCustomFields field set.
  4. In Quote Configuration Settings in the Zuora Config tab, set the value of the Whitelist FieldSet field to AdditionalCustomFields.
  5. When using Charge Group API or the Product Selector JavaScript plugin, you will see the value of Cost__c included.

Maintenance Release 8.9 (Release Date: 2017-07-24)

The 8.9 release includes the following enhancement and other internal fixes.

End User Product Filters with Special Characters Not Applied

In Enhanced Product Selector, the End User Product Filters were not correctly applied when the selected filter values contained special characters, such as commas, ampersand.

See Guided Product Selectors for the steps to set up End User Product Filters in Enhanced Product Selector.

Support of Salesforce Person Account

After further testing and a fix, Zuora Quotes now supports Salesforce Person Accounts when creating quotes.

See Manage Person Accounts for an overview of how Zuora Quotes works with person accounts.

This release notes provides a summary of new features, enhancements, and resolved issues in the Zuora Quotes Q4 2016 Release (Version 8.0).

To use this version of Zuora Quotes, you must upgrade your package as described in Upgrade Zuora Quotes.

Maintenance Release 8.10 (Release Date: 2017-08-14)

The 8.10 release includes the following enhancement and resolved issue.

Performance Improvements for Rules Engine

We have implemented minor changes to improve the performance of the Zuora Rules Engine.

Resolved Issue: Minor API Fixes

In your Apex code, you might have received an error if you instantiate the zQuoteUtil.ZBillingResult class. This issue has been fixed.

Last modified
22:44, 14 Sep 2017

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