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Zuora RevPro Release Notes

Table of contents
  1. Release 3.3.4.0
    1. Re-design Multi-Org Programs
    2. Make the Insight Reports Aggregate Enabled 
    3. New POB Within SSP Range = Y Should Have Reference to Original Revenue Contract 
    4. Enhancement to Consider the Contractual Revenue Change Prospectively
    5. Period Open or Close Functionality- Default the Input Parameters to Be Passed to Schedule Jobs  
    6. Display Label Names Instead of Column Name for View Processed Events Page of RC Workbench
    7. Resolved: Contract Mod – Reduction of Sell Price to 0 Is Triggering Retrospective  
    8. Resolved: Period Open Close with Book Enabled  
    9. Resolved: SSP Optimizer and Analyzer Filter Issues  
    10. Resolved: Issues with CM-C and Rebill Same Batch
    11. Resolved: Revenue Waterfall Chart Values Not Sorted - Overview Workbench  
    12. Resolved: Updated SO with Increase in Ext Sell & List and Cost Amount - Cost Initial Entry Is Created Twice  
    13. Resolved: Forecast Error If One POB 100% Released and Other POB Is Not Released  
    14. Resolved: Incorrect DEF Amount in Bill Table -SFDC-CONV1
    15. Resolved: Accounting Transfer Error When Summary Transfer Is Not Enabled      
    16. Resolved: Error While Processing Hold Events
    17. Resolved: Data Collection with Price Change Is Going to Warning  
    18. Resolved: Consolidated POB Event Release Issues  
    19. Resolved: Getting 'Invalid File Format' When Try to Upload Text File  
    20. Resolved: Able to View and Access My Favorite Reports of All the Users  
    21. Resolved: Create Manual RC Is Not Working for Multiple RC's  
    22. Resolved: Cost Functional Rate Getting Derived Based on SO Functional Rate Instead of Cost Functional Rate
    23. Resolved: After Applying CMR for Remaining Quantity/Amount for an RC, Allocations Entries Are Not as Expected  
    24. Resolved: MR Threshold Calculation Issue  
    25. Resolved: COGS Not Getting Released for Zero Dollar Line  
    26. Resolved: Performance Issue When Processing Holds  
    27. Resolved: Forecast Fixed Duration Not Able to Generate Forecast  
    28. Resolved: Consider Bill/Unbill Flag When Creating Netting Schedules  
    29. Resolved: Mass Actions -To Disable the Operand Field When IN Operator Is Selected  
    30. Resolved: Any SO Update (Even Attribute Change) Is Triggering Contract Mod  
    31. Resolved: Revenue Released on the Revenue Hold Applied Lines  
    32. Resolved: Allocatable Ext Price Functional for MR Ghost Lines (after Prospective Contract Mod) Is Incorrect
    33. Resolved: Number Attributes Not Rounding in UI Input  
    34. Resolved: Mass Action Filter Is Not Working When Criteria Are Ghost Line Flag  
    35. Resolved: The Allocation Date after Link-Delink Is Not Considering the Min (SO Date)  
    36. Resolved: Forecast Carves Are Taking from CV Amount Instead of Cum CV Amt  
    37. Resolved: Distribution Revenue Share Issue  
    38. Resolved: User Defined POB Schedules - Not Catching up Revenue      
    39. Resolved: SO Update Releasing Rev Ratably for Retain by Pct/Immediate/Event POB      
    40. Resolved: RC Batch Status Shows NO_DATA_FOUND However There Are Lines Collected into RevPro and RCs Are Created  
    41. Resolved: ADSK: SSP Update Report Throwing JSON Error  
    42. Resolved: FS - MR Ghost Lines Deferral Issue When SO Update Is Collected  
    43. Resolved: SONUS- Cost Amount Is Not Netting in Case of CM  
    44. Resolved: POB Dependency Not Applied during De-linking and Linking of POB's from RC  
    45. Resolved: JE with No Validation on Submit Approval- Batch Moved to Approval Cancelled  
    46. Resolved: Unit List Price and Unit Sell Price Is Not Populating During Manual SO  
    47. Resolved: Negative SO and Positive RORD- Bill Def Is Double and Catch-up Is Not Correct 
    48. Resolved: Collection of Cost Amount from INV Line- Cost Is Not Getting Collected  
    49. Resolved: Forescout - Incorrect 'Applied By' Information for System vs User Holds  
    50. Resolved: Cogs upload after Invoice Missing Initial Entries  
    51. Resolved: Period Close Process Wrongly Looking for Template in Case of Multi Org Close by Book
    52. Resolved: Service Fee with RORD for Retain by PCT
    53. Resolved: Time Line Report - RC Level Action- Generated Forecast LOV Is Missing  
    54. Resolved: Unable to Reverse Cost Using CST Type once Invoice Is Loaded  
    55. Resolved: Processing of SO, INV, CM-C, INV Together Leads to Incorrect SO Update  
    56. Resolved: Default Period Name and Org Id through Period Close/Open Template
    57. Resolved: Collection of Full RORD - Carves Still Exist in Line
    58. Resolved: Bundle Split Parent Unit List and Sell Price Is Not Correct When Unit List and Sell Price Are Not Populated
    59. Resolved: CM Cancellation in Bundle Is Not Creating Reversal for Child Items
    60. Resolved: Link the Delinked Line - Line Level Hold Is Getting Applied Which Is Not Part of Linked Line
    61. Resolved: Security -> Roles -> Role Privileges Export Missing Text Column 
    62. Resolved: MJE – Not Creating Debit Entries for Revenue and CL  
    63. Resolved: Manage Mass Actions - When Downloaded from Review Data of the Manage Mass Action Page for Multiple Values Separated with Comma(,) in a Single File, the New Values Are Shifting to the Right in Downloaded File  
  2. Release 3.3.3.0
    1. Event Process Change to Allow Future Event Process Data
    2. Rename Allocation Ineligible/Eligible to Enable Allocation and Disable Allocation
    3. Mass Action- UI - Old Duration Column to be Added
    4. Adding Schedule Attributes to Accounting Details UI
    5. Request to Create New User Assignment Report to Perform User Access Reviews
    6. Resolved: Security Issue When Only One Role Is Assigned
    7. Resolved: Created By and Created Date Are Getting Updated When Security Password Changes
    8. Resolved: Contra Inventory Cost Entries Are Not Displayed in the Accounting Summary Page
    9. Resolved: Incorrect Forecast Amounts Related to Allocation When Partial Revenue Release Performed
    10. Resolved: Performance Issue Fix Related to Holds
    11. Resolved: Not Able to Generate Forecast for User Defined Schedule
    12. Resolved: When List Price Is Sent as NULL in SO Then List Price Cannot be Updated When SO Update Is Processed
    13. Resolved: Forecast Adjustments Line and Actual Line Not Netting to Zero
    14. Resolved: Allocation Ineligible And Eligible Label Name to be Change in Security, Report for Time Line and User Access   
    15. Resolved: System Allowing Update VC Types Which Are Consumed by Revenue Contract
    16. Resolved: Sales Order Orchestration - Contract Mod Not Triggered for CM
    17. Resolved: FV Is Derived Incorrectly If Partial RORD Collected
    18. Resolved: Period Close/Open Process Template Issue
    19. Resolved: Workbench- Accounting Details- Cost Reversal Entries Are Not Populated
    20. Resolved: Mass Action - Old Duration Column Is Not Displayed
    21. Resolved: Updated SO without Revenue Release Leads to Incorrect Allocatable, Carves, and Contract Value
    22. Resolved: Percent Based FV with Sell Price Is Not Working
    23. Resolved: Performance Issue Related to Advanced Search API
    24. Resolved: Contract Mod Rule Not Get Derived Correctly
    25. Resolved: System Not Processing Amount Based Event on the Line with Zero Sell Price
    26. Resolved: POB Assignment by Attribute- Wrong Display Column Name
    27. Resolved: Cost Initial Entries Not Displayed in the Accounting Details Tab
    28. Resolved: Cost Template Download Error
    29. Resolved: Cost Through RORD Not Creating Contra Entries
    30. Resolved: $0 Transaction Line When RORD Is Processed Leads to Allocation
    31. Resolved: Lines with $0 Sell Price Does Not Generate Waterfall for Carve Adjustments
    32. Resolved: Event Process Change - Allow Remaining Amount / Qty to Remain in Event Stage
    33. Resolved: Forecast Carves Are Taking from CV Amount Instead of Cum CV Amt Amt 
    34. Resolved: Intercompany Accounting Entries Are Considered for Forecasting
    35. Resolved: Sales Order Orchestration - Split Collected in Different Batch Not Working
    36. Resolved: Revenue Releasing for $0 Line Although Release Event Is 'Upon Billing'
    37. Resolved: MR Logic Check Point Not Working for New SO Line
    38. Resolved: Forecast Schedules Should Have 2 Decimals Displayed in the FCST_SCHD_G Table
    39. Resolved: Allocation Reversal is Not Happening When Unfreezing RC from UI
    40. Resolved: Setting Contract Mod Revision Period to Qtr Setting posted_pct to Zero
    41. Resolved: f_ex_rate and g_ex_rate in Waterfall Tab in Workbench Is Rounding Off to Two Digits
    42. Resolved: Performance Issue Fix in the Workbench Tab
    43. Resolved: Bundle Reclass Profile Is Not Working as Expected
    44. Resolved: Unit List Price and Unit Sell Price Is Not Populating During Manual SO
    45. Resolved: Reclass Offset Accounts Are Missing in RPRO ACCT VAL Table
    46. Resolved: Duplicate Data in RPRO_ACCT_VAL_G
    47. Resolved: POB Released Report Displaying Unbilled Conversion Actions
    48. Resolved: Cogs Upload After Invoice Missing Initial Entries
    49. Resolved: Invoice Ratable POB, Manual Release Taking Wrong Dates
    50. Resolved: Mismatch in RC Rollforward Report When Compared with Accounting Detail Report with Respect to Manual Journal Entries
    51. Resolved: RevPro Should Do Full Catch Up Partial Catch Up for User Defined Schedules
    52. Resolved: TERM Is One After Collection for SO Lines Where We Have START_DATE and DURATION Passed on SO Line
    53. Resolved: Unit Sell Price and Unit List Price Does Not Have Correct Value in Bundle Split
    54. Resolved: Contract Modification Setup  - New POB within SSP- New Line Is Not Collected
    55. Resolved: Sales Order Orchestration - Contract Mod Not Triggered
    56. Resolved: Cost When Released Not Following the Ratable Method Contract Ratable
    57. Resolved: Incorrect 'Billed Amount' and 'Allocated Release Amount' for MR Ghost Lines
    58. Resolved: Issues Related to POB Level Allocation
    59. Resolved: Security -> Roles -> Role Privileges Export Missing Text Column
    60. Resolved: Transfer Acctg Not Working When We Submit Job from Apps
    61. Resolved: New Columns Added to the ASC 606 Stage to be Part of ASC 605 Stage
    62. Resolved: Line Level Holds Are Not Applied After the Initial RC Collect
    63. Resolved: Issue Related Bundle When Same Parent Item Is Child Item in the File, System End Dating the Parent Item of the Other Configuration
    64. Resolved: Company Code Column Not Available in Billings Report and RC Rollforward Report
    65. Resolved: Incorrect Values Available on MR Lines
    66. Resolved: Incorrect Functional Carves Displayed in the Waterfall
    67. Resolved: Cost Initial Entry Is Created When Bringing Updated SO - When No Change in Cost
    68. Resolved: In Waterfall Report Functional Amount Column Label Not Getting Displayed
    69. Resolved: SSP Formulas Are Getting Applied Even Though They Were Disabled on the SSP Formula Screen
    70. Resolved: System Allowing to Update the SSP Template When There Exists At Least One SSP Batch in Approved Status
    71. Resolved: Incorrect Accounting Type Considered for VC Accruals
    72. Resolved: ORPHAN Record Delinked at Line or POB Level Not Showing in the Booking Report
  3. Release 3.3.2.0
    1. Enhancement to Material Rights Check Logic
    2. Enable Cost Processing Associated with RORD
    3. Variable Change Line Eligibility Check Logic       
    4. Event Stage Report to Indicate the Events Which Are Partially Processed
    5. Resolved: Issue Related to Hold Group Functionality
    6. Resolved: Issue Related User Upload Forecast
    7. Resolved: Issue Related to Waterfall Summary in Workbench Where Functional Amounts Is Not Converted Correctly
    8. Resolved: Workbench - Manage Layout Adding New Fields Is Not Getting Displayed in UI
    9. Resolved: POB Dependency Child Lines Are Not Getting Released
    10. Resolved: Reset Password Link from Email Is Erroring
    11. Resolved: Issue Related to Bundle Lines Reclass
    12. Resolved: VC Expiry UI Changes
    13. Resolved: VC Types Available in the POB Even Though No VC Was Enabled
    14. Resolved: Issue with Partil CM-C- Bill Def Amount Is Not Updated Correctly
    15. Resolved: Manual Apply RC Hold Got Released When INV Line Is Collected in Second Batch
    16. Resolved: Issue Related SKIP_RORD_PARENT_REL_CHECK Profile, System Creating Allocation Entries When Revenue Is Not Released
    17. Resolved: When Collecting CM, It Should Go to Retrospective But Instead It Goes to Prospective
    18. Resolved: Ext_fv_prc Becomes Negative and Posted Percent Is Greater Than 100 on Updated SO with Lesser Amount
    19. Resolved: Contract Modification Page- Skip Contract Modification Setup Is Getting Restored
    20. Resolved: Duplicate Lines Displayed in POB Released Report
    21. Resolved: Data Collection Program Completes in Error When POB Dependencies Are Processed
    22. Resolved: Account Detail Report Does Not Show Contract Asset Transactions Where Posted and Show as Part of the Journal Import
    23. Resolved: RC Has Participated Prospective Allocations for All Lines. However, Overall Allocation Shows as Retrospective
    24. Resolved: Waterfall Tab in RC Workbench Not Translating Correct to Functional and Reporting Currencies
    25. Resolved: Contra AR Entries for CM-RO Entries Not Present in Schedules
    26. Resolved: Hold with All Line Criteria Is Getting Applied to RC Even Though All Lines Are Not Satisfied
    27. Resolved: Pre-Summarization Is Not Called Properly During Event Release
    28. Resolved: Dependent POB Functionality Works Only When Parent and Child Lines Are Part of Same RC Collect
    29. Resolved: Forecast Hierarchy without Schedules Raising Error
    30. Resolved: Contract Modification Rule Not Showing in the Workbench TAB
    31. Resolved: New Collection of SO/INV Lines- Revenue Is Released When RC Hold Is Applied
    32. Resolved: RPRO_SCHD_PROG_G.PARAMETER_TEXT Column Size Should be Increased
    33. Resolved: Allocation Is Happening Even FULL RORD Received
    34. Resolved: SSP Analyzer Report- Copy Layout Throws System Error
    35. Resolved: "All Lines" Condition on RC Level Hold Is Not Honored by the System
    36. Resolved: Logout Issue When Launching RevPro from Oracle EBS
    37. Resolved: Transfer Accounting Not Working When We Submit Job from Apps
    38. Resolved: Release Holds Process Issue
    39. Resolved: Release Events Quantity - Rounding Issue
    40. Resolved: Material Right Line- FV Is Not Getting Calculated
    41. Resolved: Variable Change Line - On Manual Re-Allocation Triggers Allocation
    42. Resolved: Upon Period Opening, System Triggering Contract Modification
    43. Resolved: After Releasing Hold Manually, the RC Is Not Going Away from Daily Dashboard
    44. Resolved: Conversion Waterfall Errors Out When Additional Columns Are Added to the Layout
    45. Resolved: Trial Balance Report Not Displaying Netting Entries
    46. Resolved: VC Expiry Changes
    47. Resolved: Revenue Share Distribution Cost Issues
    48. Resolved: Reason Code and Comments to be Made Available on the Mass Actions UI
    49. Resolved: Booking Report Available Fields Have Duplicate Line Created Period (Period_name) Column
    50. Resolved: Transaction Level Export from RC Workbench Does Not Have Columns Aligned with the Content
    51. Resolved: SSP Formula Start Date and End Date Is Not Working
    52. Resolved: Restrict Criteria Type in the Hold Filters to RC Level Hold
    53. Resolved: Consolidated Issues Related VC
    54. Resolved: Missing SSP Information on the RC Workbench
    55. Resolved: Consolidated Issues Raised by QA Related to By Pass Contract Modification Rule
    56. Resolved: Need Fields in Report for Further Validations (Net List Price and Net Ext Sell Price)
  4. Release 3.3.1.0
    1. Sales Order Orchestration
    2. Exchange Rate Validation to Support Non Oracle Application
    3. While Releasing RORD if POB Template Is Immediate Then Release Immediate
    4. Add New Fields to Bundle Config Table to Tally with Line Stage
    5. Enhancement to RC Grouping Logic
    6. Transfer Accounting Batch When Export Is Performed on Review Summary/Detail for a Batch. Both Are Exporting with the Same Name 
    7. Sorting By Period and Schedule ID (Default) in the Accounting Detail Tab of RC Workbench  
    8. Negative SO Line with Fully Invoiced Is Participating in Netting Process  
    9. Resolved: CM and CM Cancellation- Bill Def Not Correct in Case of Release Event Is Upon Billing
    10. Resolved: Retained by PCT - Contract Ratable POB on Update of SO Value, Schedule Not Following Contract Ratable
    11. Resolved: Unreleased Contract Value After 100% Recognized
    12. Resolved: Incorrect Billed Deferred Amount When RORD Is Processed, Amount Is Negative
    13. Resolved: Cost Collection of SO/INV in Same Batch Goes for Warning
    14. Resolved: Processing CM-R and Then Processing SO Update (Upsell) Lead to Incorrect Calculation of Unreleased Amount
    15. Resolved: Divisor Error in VC Allocation
    16. Resolved: Transfer Accounting Batch Criteria Fails When the Criteria Is Set Using RC Line Columns
    17. Resolved: Workbench Overview Screen Margin Has to Reset to Zero After Full Cancelation
    18. Resolved: RC Range Value and Within RC Range Flag Are Not Available in the Transactions Tab Manage Layout
    19. Resolved: Sales Order Orchestration- Contract Modification Rule Is Triggered
    20. Resolved: For Line Level Hold, All Lines Are Getting Released in RC If Event to Release Hold for One Line
    21. Resolved: SO/INV Collection in Same Batch - SO Lines Are Not Available in Line Table
    22. Resolved: Data Collection Completes in Warning When POB Assignment by Attributes Are Configured in the System
    23. Resolved: Transactions with Cost Erroring When Invoice Is Loaded
    24. Resolved: When FULL RORD Is Processed against an Order, System Calculating the Carves
    25. Resolved: Return Order for Line with ASSP Is Participating in the Allocation
    26. Resolved: Data Collection Program Completes in Warning Due When POB Dependencies Exist
    27. Resolved: Report Access Control Issue
    28. Resolved: RSSP Lines Where Sell Price Is Zero When In Prospective Allocation, Calculating SSP Price as 1, Instead of Deriving the List Price
    29. Resolved: System to Allow Cost Update When It Is Less Than Billed Amount
    30. Resolved: EXT_FV_PRC Is Getting Calculated After Full CM-R During Updated SO
    31. Resolved: POB Immediate Program with Multi-thread Splitting Single RC into Different Threads
    32. Resolved: Adjustment Schedules Are Not Getting Created Correctly for Impairment Scenario
    33. Resolved: Removed Dependency on Apex Items on Menu Security Package
    34. Resolved: RORD Catch up Issue
    35. Resolved: Collection of Ext Sell Price Less Than Cent Getting System Error on the Overview Tab When Opening RC Workbench
    36. Resolved: RORD for PS/Install with Release Event Not Working
    37. Resolved: Read Only Mode And None Privilege Issues as Part of Security
    38. Resolved: Incorrect Accounting Entries Generated When Partial Invoice Is Processed against an SO When the Ratable Method Is Contract Ratable
    39. Resolved: Issue When Opening Overview Tab in RC Workbench
    40. Resolved: ITEM_NUM Is Not Copied to Child Lines During Bundle Explosion Even If Bundle Criteria Is Based on an Attribute
    41. Resolved: MIDMONTH Ratable Method Not Releasing 100% of the Billing If the Amount Is in Cents
    42. Resolved: Issue Related to RC Revenue Hold Release After the Invoice
    43. Resolved: Duplicate Revenue Actions Getting Created
    44. Resolved: Security Roles Do Not Work as Configured When Multi Org Is Enabled
    45. Resolved: Read-Only Access When Assigned to User Role, for Some of the Functionality It Is Still Giving Full Access  
    46. Resolved: Events Comments Not Getting Updated in RC Hold Screen and Revenue Actions Screen  
    47. Resolved: Manual Running of Events Release Programs in Job Scheduler Showing Up Applied By and Released By as User Name
    48. Resolved: Consolidated Issue Related to Multi Org Addressed as Part of This Patch
    49. Resolved: Transfer Accounting Batch, When No Changes Performed and Save Button Is Clicked, Error Message Is Displayed
    50. Resolved: Transfer Accounting Changing Status to Transferred Before Stage Handlers Are Completed
    51. Resolved: Zero Dollar Lead Line-Revenue Released for SO-No INV-When POB with Event as Upon Billing
  5. Release 3.3.0.2
    1. Ability to Retain Release Percent/Amount When for Upsell/Downsell
    2. Display Batch Id for the MJE Batch Screen
    3. New Report for Display the Timeline Changes 
    4. New Report SSP Analyzer Report
    5. PGA Issue When Processing SSP Analysis
    6. Audit Trail Report
    7. Ability to Apply POB Rules During Contract Revision Period  
    8. Resolved: System Allowing to Delete the Lock When Collection Process Is in Progress
    9. Resolved: Workbench-Export by Transactions-Contract Mod Rules Are Not Displayed in UI But Displaying Incorrectly When Exported
    10. Resolved: Retain Amount with Increase in Updated SO
    11. Resolved: Missing JE Batch Id in the Seed Lookup for Transfer Accounting
    12. Resolved: Rename Backlog to Billings Backlog
    13. Resolved: Events for Hold Are Not Getting Released and Event Process Program Ending Up with Error "ERROR: ORA-1722: Invalid Number"
    14. Resolved: Consolidated Issues Related to Audit Trail Report
    15. Resolved: RORD: INVOICE/CM ALREADY COLLECTED - Failed Collecting Line But Moved to History as Processed
    16. Resolved: MJE When Submitted for Approval Pending -Review Batch- Fields to be Grayed out
    17. Resolved: Allocation Schedule Not Getting Created for Impairment Scenario on the Carve in Line
    18. Resolved: Issues Related POB Consolidate and Grouping Identifier
    19. Resolved: Collection Goes to Warning When an Updated SO Is Collected with Cancel Flag as Yes
    20. Resolved: SSP Within Range Is Not Working for VC
    21. Resolved: Release Lock Delete Option Should be Available for Other Roles Users
    22. Resolved: Manual JE Batch Should Not be Eligible for Delete After Submitted for Approval
    23. Resolved: Cost Initial Entries Should Not Get Reversed For Cost upon Billing When an Updated SO Is Processed
    24. Resolved: Invoice Quantity Wrongly Calculated During Standalone Invoice Upload
    25. Resolved: Accounting Detail Report- Invoice Qty field Is Duplicated
    26. Resolved: Make Comments Field Expandable on Notes and Attachments Tab
    27. Resolved: Change Backlog to Billings Backlog
    28. Resolved: Hold Level and Hold Name to be Made Available to Filter on the Transactions Tab
    29. Resolved: Cannot Select ORD_QTY in SSP Formula
    30. Resolved: Account Schedule Name and Account Schedule Type Not Available in MJE/GL Interface Mapping
    31. Resolved: Duplicate Invoice Line ID in Transaction Upload
  6. Release 3.3.0.1
    1. Enhancement to Accounting Detail Report to Display Invoice #
    2. Enhancement to RC Workbench to Suppress the Summary Fields Section 
    3. Enhancement to Forecast Background Job
    4. Resolved: RevPro Programs/Jobs via Job Group Feature in RevPro - Job Group Is Failing
    5. Resolved: Bundle Should Split Unit Sell Price
    6. Resolved: RORD Schedule Created Incorrectly in Case of Cumulative Catch-up
    7. Resolved: Duplicate Allocation Schedules Getting Created
    8. Resolved: Issue Related to Flagging of Within SSP Range for Formulae Based SSP
    9. Resolved: Issue Related to Close RC Functionality
    10. Resolved: Missing Stage Handlers for Bundle Upload Configuration
    11. Resolved: Number of Invoice Lines Total Not Shown When CM Is Loaded
    12. Resolved: RC Level Holds Not Displaying in Workbench
    13. Resolved: Manage Mass Actions Download File Data Does Not Include the Same Columns as What Is Displayed in the 'Review Data' Tab in Manage Mass Actions UI
    14. Resolved: Bundle Should Split Unit List Price
    15. Resolved: RevPro Programs/Jobs via Job Group Feature in RevPro
    16. Resolved: Suppress Impairment Process When ENABLE_ALLOCATIONS Profile Is Disabled
    17. Resolved: Functional and Reporting Exchange Rate Are Getting Set to 'NULL' After SO Update Is Performed
  7. Known Issues and Limitations
    1. Pre-requisites and System Requirements
    2. Upgrade Path
      1. Testing Strategy Recommendations 
    3. Other Impacts

This article provides a summary of new features, enhancements, resolved issues, known issues and limitations in the Zuora RevPro application. 

Release 3.3.4.0

The release 3.3.4.0 of Zuora RevPro includes the following new features, enhancements, and resolved issues.

Re-design Multi-Org Programs

With this release, new background jobs are introduced if you have enabled multi org.

Prior to this release, for a user to schedule a background job they have to schedule the program for every entity as below.

Existing State:

Example: RevPro 3.0 Sweep Schedules Program

If this program needs to be scheduled for every entity, then it has to be defined multiple times.

Program Name Entity Name
RevPro 3.0 Sweep Schedules Program United States
RevPro 3.0 Sweep Schedules Program United Kingdom
RevPro 3.0 Sweep Schedules Program Hong Kong

New State:

Example: RevPro 3.0 Sweep Unposted Schedules for Multi-Org

If this program needs to be scheduled for every entity, then it can be scheduled once for all the entities, you do not have to run it for every entity.

Program Name Entity Name
RevPro 3.0 Sweep Unposted Schedules for Multi-Org United States

The following are the new programs added as part of this release. It is recommended to use these programs when multi org is enabled.

  • RevPro 3.0 Sweep Unposted Schedules for Multi-Org
  • RevPro 3.0 Netting Process for Multi-Org
  • RevPro 3.0 Move Previous schedules to current open period for Multi-Org
  • RevPro 3.0 Conversion Waterfall for Multi-Org

Make the Insight Reports Aggregate Enabled 

The existing Revenue Insight report has been enhanced to support aggregated layout.

New POB Within SSP Range = Y Should Have Reference to Original Revenue Contract 

Support New Revenue Contract functionality when New POB is within SSP range to capture and track the RC # to which the new POB originally was grouped before forming a new revenue contract.

New column REF_RC_ID is added to the RPRO_RC_LINE_G table.

Enhancement to Consider the Contractual Revenue Change Prospectively

Prior to this release, when an upsell or downsell is performed, change to be considered prospectively is supported for Adjustment Revenue (Carves) and the contractual revenue changes were treated retrospectively, where the system calculates the changes for the prior periods which are posted and does the catch up instead considering the net change value prospectively.

With this release, any change impacting the contractual revenue (upsell, downsell, or partial cancellation) and if the contract modification rule treatment is indicated as Prospective, based on the profile option, the system will consider the contract revenue change impact prospectively.

Example: Current State

When price increase happens:

SO Line No Sell Price JAN-17 FEB-17 MAR-17 APR-17 MAY-17 JUN-17
SO-1234.1 $600 100 100 100 100 100 100

Price Increased by additional $120, change is during the MAR-17 period, where Jan-17 and Feb-17 is posted.

SO Line No Sell Price JAN-17 FEB-17 MAR-17 APR-17 MAY-17 JUN-17
SO-1234.1 $600 100 100 100 100 100 100
  $120     60 20 20 20

System performs a catchup based on prior period posted and books the additional revenue in the current open period which is $60.        

With this release, the new calculation when any change to contract revenue is performed to be considered prospectively.

Example: New State

When price increase happens:

SO Line No Sell Price JAN-17 FEB-17 MAR-17 APR-17 MAY-17 JUN-17
SO-1234.1 $600 100 100 100 100 100 100

Price Increased by additional $120, change is during MAR-17 period, where Jan-17 and Feb-17 is posted.

SO Line No Sell Price JAN-17 FEB-17 MAR-17 APR-17 MAY-17 JUN-17
SO-1234.1 $600 100 100 100 100 100 100
  $120     30 30 30 30

System performs a catchup based on prior period posted and books the additional revenue in the current open period which is $60.

The intent of above explanation is to help understand how the accounting is generated and displayed in the waterfall.

System is now capable of calculating and amortizing the revenue from the day of the contract change happened, which means, it is expected to pass the date value in CT_MOD_DATE column, if the column is not populated, then the system will consider the first day of the current open period in which the change is processed to calculate and amortize the change in amount.      

If the CT_MOD_DATE is in future accounting period, then system will not process the record, it gets staged in the interface table until the period is open.    

If the CT_MOD_DATE is in past period, the system will consider the first day of the current open accounting period for calculating and amortizing the change in value.       

If the CT_MOD_DATE is in the current open period, the system will calculate and amortize the revenue from day of the change (date available in CT_MOD_DATE).        

For existing customers who have implemented RevPro prior to this change will have no impact, this is controlled using a profile option introduced with this release.

Profile : ENABLE_CONTRACTUAL_PROSPECTIVE        

Also, please make a note that currently, we have Allow Term change in the POB Template which supports the functionality of when term is reduced or extended, the change in the value to be treated prospectively will remain as it is, even when the above profile option is enabled, it is expected to set the flag Allow Term to Yes to trigger the prospective treatment on the contractual revenue.     

With this change, there is no impact or change in the way we perform the prospective allocation(carve) calculation that remains as is.

Period Open or Close Functionality- Default the Input Parameters to Be Passed to Schedule Jobs  

This is an enhancement to Period Close/Open UI where for the background jobs when launched through this screen, the system will default the Org Id, Book Name, Period Name instead of user to key in the parameters.

Display Label Names Instead of Column Name for View Processed Events Page of RC Workbench

View Processed events UI has been enhanced to display the appropriate column names. This UI is invoked from RC Workbench of Revenue Actions tab upon right click as context menu action.

Resolved: Contract Mod – Reduction of Sell Price to 0 Is Triggering Retrospective  

When SO cancellation is interfaced during revision period, system performing retrospective allocation instead of prospective.  

Code fix provided for Revenue Process and Contract Mod API.

Resolved: Period Open Close with Book Enabled  

When period open/close templates are disabled in the system, upon opening or closing period, system initiating the period close checklist options.

Code fix provided for Period Open/Close page.

Resolved: SSP Optimizer and Analyzer Filter Issues  

Report not displaying the results accurately when SSP batch name is entered as the filter criteria.

Code fix provided SSP Optimizer Report.   

Resolved: Issues with CM-C and Rebill Same Batch

Incorrect forecast amounts related to allocation when partial revenue release performed.

Code fix provided for Forecast API.

Resolved: Revenue Waterfall Chart Values Not Sorted - Overview Workbench  

Overview chart on the workbench not sorting the X and Y axis numbers correctly.  

Code fix provided to the Overview page of RC workbench.

Resolved: Updated SO with Increase in Ext Sell & List and Cost Amount - Cost Initial Entry Is Created Twice  

Cost Initial entries for standard cost are duplicating when SO upsell is processed.  

Code fix provided for Cost Accounting API.

Resolved: Forecast Error If One POB 100% Released and Other POB Is Not Released  

The system not generating forecast for the POB(s) in the workbench when one of the POB in the workbench is released 100%, other POB(s) for which revenue is not released, forecast not getting generated.

Code fix provided Forecast API.

Resolved: Incorrect DEF Amount in Bill Table -SFDC-CONV1

When a SO line is canceled or returned upon processing the transaction where invoicing exists, the system not cancelling out the Billed Deferral value.  

Code fix provided for RC Collect API.

Resolved: Accounting Transfer Error When Summary Transfer Is Not Enabled      

Issue related with Accounting transfer program, system throwing unhandled exception.  

Code fix provided for Accounting Transfer API.

Resolved: Error While Processing Hold Events

The system not releasing hold when release hold is processed through event.  

Code fix provided for Event Process API.

Resolved: Data Collection with Price Change Is Going to Warning  

Price upsell or downsell lead to data collection program in warning, unhandled exception is displayed.  

Code fix provided for RC Collect API.

Resolved: Consolidated POB Event Release Issues  

Lead Line with $0 having an issue when releasing revenue through event, system not releasing revenue.

Code fix provided for Revenue Process API.

Resolved: Getting 'Invalid File Format' When Try to Upload Text File  

Files with text format uploaded manually in RevPro leads to unhandled exception error.  

Code fix provided for File Upload API.

Resolved: Able to View and Access My Favorite Reports of All the Users  

User configured favorite reports is being displayed for all users when logged in.  

Code fix provided for Launch Report page.

Resolved: Create Manual RC Is Not Working for Multiple RC's  

When multiple RC(s) are delinked at RC level and being linked during the creation of manual RC, the system not creating manual RC.  

Code fix provided for Create Manual RC API.

Resolved: Cost Functional Rate Getting Derived Based on SO Functional Rate Instead of Cost Functional Rate

System considering the SO functional exchange rate when processing cost instead of the cost functional exchange rate.

Code fix provided for Cost Accounting API.

Resolved: After Applying CMR for Remaining Quantity/Amount for an RC, Allocations Entries Are Not as Expected  

RC is created and partially released revenue. A CMR is uploaded for the remaining amount of Qty/Amount. When checked Revenue To Date and released percentage for a RC, they are not as expected.

New Profile Option is introduced ENABLE_CM_DEF_KNOCKOFF, this profile when enabled, system when processing credit memo, will consume first from the Billed Def instead of Billed Rec.  

Code fix provided for Revenue Process API and RC Collect API. 

Resolved: MR Threshold Calculation Issue  

Issue related to validating threshold calculation, marginality percentage is being applied after finally deriving the SSP price, instead of applying directly onto the SSP percent.  

Code fix provided FV Allocation API.

Resolved: COGS Not Getting Released for Zero Dollar Line  

The cost associated with the zero dollar line, upon releasing revenue the cost is not getting released. 

Code fix provided for Revenue Process API.

Resolved: Performance Issue When Processing Holds  

Performance slows down when processing holds.  

Code fix provided for Process Holds API.

Resolved: Forecast Fixed Duration Not Able to Generate Forecast  

Incorrect forecasting when POB ratable method setup as Fixed Duration or User Defined Schedule.

Code fix provided for Forecast API.

Resolved: Consider Bill/Unbill Flag When Creating Netting Schedules  

The system to mark the netting schedules as billed and unbilled when the line is in CA or CL position.

Code fix provided for Netting process API. 

Resolved: Mass Actions -To Disable the Operand Field When IN Operator Is Selected  

Mass action process fails processing the transaction when IN operator is used, it is not expected to key in values in operand field  

Code fix provided Mass Action criteria page to disable operand field.

Resolved: Any SO Update (Even Attribute Change) Is Triggering Contract Mod  

System triggering contract modification when SO update is processed where attribute information is updated.

Code fix provided for RC Collect API and Contract Mod API.

Resolved: Revenue Released on the Revenue Hold Applied Lines  

System releasing revenue on the lines where revenue hold is applied.  

Code fix provided for Release Holds API.

Resolved: Allocatable Ext Price Functional for MR Ghost Lines (after Prospective Contract Mod) Is Incorrect

Incorrect allocatable functional price leads to wrong allocations on the MR dummy lines.  

Code fix provided for FV Allocation API. 

Resolved: Number Attributes Not Rounding in UI Input  

When NUMBER field is updated using Edit Line, the system is rounding off to the whole number.  

Code fix provided for Edit Line page.

Resolved: Mass Action Filter Is Not Working When Criteria Are Ghost Line Flag  

Mass action filter not working when criteria are selected as Ghost Line Flag.  

Code fix provided for Mass Action Criteria Derivation API.

Resolved: The Allocation Date after Link-Delink Is Not Considering the Min (SO Date)  

When new lines are linked to the RC, the system not deriving the Min SO Book Date for FV derivation correctly based on the lines available in the RC, system considering the new line date which is not the minimum of SO book date.  

Code fix provided FV Allocation API. 

Resolved: Forecast Carves Are Taking from CV Amount Instead of Cum CV Amt  

Forecast process considering Carve Amount for adjustment revenue forecast instead of cumulative carve amount, as when prospective allocation is performed, the carve is not the total carve.  

Code fix provided for Forecast API.

Resolved: Distribution Revenue Share Issue  

System not considering the revenue share split percentage on the allocation.  

Code fix provided for Revenue Process API.

Resolved: User Defined POB Schedules - Not Catching up Revenue      

When a ratable method is setup as User Defined Schedule upon releasing revenue, the system not catching up the revenue. Instead, it is considering the current open period as the basis to apply the user defined schedule.

Release Date field is introduced on the POB Template when users can select the date to be considered and apply the schedule.  

Code fix provided for Revenue Process API.

Resolved: SO Update Releasing Rev Ratably for Retain by Pct/Immediate/Event POB      

System not releasing revenue correctly.  

Code fix provided for Revenue Process API.

Resolved: RC Batch Status Shows NO_DATA_FOUND However There Are Lines Collected into RevPro and RCs Are Created  

RC batch status shows NO_DATA_FOUND, however, there are lines collected into RevPro and RCs are created.  

Code fix provided for RC Collect API.

Resolved: ADSK: SSP Update Report Throwing JSON Error  

System throwing JSON error due to special characters in Customer Name.  

Code fix provided for SSP Update report.

Resolved: FS - MR Ghost Lines Deferral Issue When SO Update Is Collected  

Based on the MR functionality, ghost lines gets created if the MR_Flag = 'Y' and if the alctbl_xt_prc of the support line is less than the SSP (including the additional threshold). And the carves on the ghost lines gets released as part of the collection as the release event is 'Upon Booking'. However, if there is any SO update collected for the support line, then the system automatically defers the ghost lines revenue which was earlier 100% released.

Expectation: After the SO update, the ghost lines revenue should be 100% released based on the SO update line.  

Code fix provided for Revenue Process API. 

Resolved: SONUS- Cost Amount Is Not Netting in Case of CM  

Invalid value displayed on the Cost Capitalization Rollforward report, when cost is completely cancelled, it still shows the full amount to be capitalized.  

Code fix provided for Cost Capitalized Rolforward Report.

Resolved: POB Dependency Not Applied during De-linking and Linking of POB's from RC  

System not applying or removing the POB dependencies rule when lines are linked or delinked.

Code fix provided for POB Dependencies API.

Resolved: JE with No Validation on Submit Approval- Batch Moved to Approval Cancelled  

System setting the status of the JE batch to Approval canceled after successful validation.  

Code fix provided for JE Batch API.

Resolved: Unit List Price and Unit Sell Price Is Not Populating During Manual SO  

When manual SO is created, Unit List Price and Sell Price are not populated on the SO line.  

Code fix provided for RC Collect API.

Resolved: Negative SO and Positive RORD- Bill Def Is Double and Catch-up Is Not Correct 

Incorrect Billed Deferral calculated when positive RORD is processed.

Code fix provided for RORD API.

Resolved: Collection of Cost Amount from INV Line- Cost Is Not Getting Collected  

System not processing cost when associated with an invoice.  

Code fix provided for RC Collect and Revenue Process API.

Resolved: Forescout - Incorrect 'Applied By' Information for System vs User Holds  

Incorrect information displayed when holds are applied manually or systemically.

Code fix provided for Apply Holds API.

Resolved: Cogs upload after Invoice Missing Initial Entries  

System not creating DCOGS initial entries when CST type transaction is uploaded, prior to that cost is not available on the SO or Invoice.  

Code fix provided for RC Collect API.

Resolved: Period Close Process Wrongly Looking for Template in Case of Multi Org Close by Book

When we try to set the Maintain_Open_Period Profile value as "By Book" in case of Multi Org, RevPro is by default looking for Period Close Template mode even though no close template is enabled. If Multi Org is not set, then RevPro is working as expected.

In case of Multi Org, as there is no Period Close Template enabled, the expectation is to have the "Close Current and Open Next" option in Period Open/Close. Instead, the option we have is "Initiate Close Period".

Code fix provided for Period Close Page.

Resolved: Service Fee with RORD for Retain by PCT

Incorrect Release percentage getting calculated.  

Code fix provided for Revenue Process API.

Resolved: Time Line Report - RC Level Action- Generated Forecast LOV Is Missing  

When generate forecast is selected from workbench, system not tracking it in the timeline window.

Code fix provided for Timeline Tracking API.

Resolved: Unable to Reverse Cost Using CST Type once Invoice Is Loaded  

Cost not being reversed through CST transaction type.  

Code fix provided for RC Collect API.

Resolved: Processing of SO, INV, CM-C, INV Together Leads to Incorrect SO Update  

System not processing the SO.

Code fix provided for Bundle Explosion API.

Resolved: Default Period Name and Org Id through Period Close/Open Template

System not defaulting the period name or org id when closing a period through period close/open UI.

Code fix provided for Period Close/Open UI.

Resolved: Collection of Full RORD - Carves Still Exist in Line

System after canceling the SO through full RORD, instead of removing the carves totally for the line, carves still exists.

Code fix provided for RORD API.

Resolved: Bundle Split Parent Unit List and Sell Price Is Not Correct When Unit List and Sell Price Are Not Populated

Incorrect unit list and sell price populated on the parent line after an explosion.  

Code fix provided for Bundle Explosion API.

Resolved: CM Cancellation in Bundle Is Not Creating Reversal for Child Items

Credit Memo cancellation for the bundle child lines not creating reversal schedules.  

Code fix provided for Revenue Process API.

Resolved: Link the Delinked Line - Line Level Hold Is Getting Applied Which Is Not Part of Linked Line

System applying line level hold when line is linked even when the criteria are not satisfied.  

Code fix provided for Hold Application API.

Resolved: Security -> Roles -> Role Privileges Export Missing Text Column 

When exporting Role Privileges data from the UI, text column which displays function/menu name is missing on the exported output.

Code fix provided for Role Privileges UI.

Resolved: MJE – Not Creating Debit Entries for Revenue and CL  

Upon approving the MJE upload, system not creating the JE lines correctly due to incorrect marking of debit and credit accounts.

Code fix provided for MJE API. 

Resolved: Manage Mass Actions - When Downloaded from Review Data of the Manage Mass Action Page for Multiple Values Separated with Comma(,) in a Single File, the New Values Are Shifting to the Right in Downloaded File  

System not aligning the columns correctly when downloaded from the Mass Action UI.

Code fix provided for Download API.

Release 3.3.3.0

The release 3.3.3.0 of Zuora RevPro includes the following new features, enhancements, and resolved issues.

Event Process Change to Allow Future Event Process Data

In the current release, when there are multiple events in the event stage associated with the transaction line, system processes one of the event and then other events related to the line are moved to history. The other event lines need to be processed, as they are dependent on the SO update which is an upsell to the transaction, when a SO update is performed, upon event collection, system will release the additional revenue.

Example:

  Amount Qty Release Event By Event Line Another Event Line

Line 1

100 10 Amount 100 100
Line 2 100 10 Amount 200  
Line 3 100 10 Pct 70 70
Line 4 100 10 Pct 100 100
Line 5 100 10 Qty 10 10
Line 6 100 10 Qty 20  

 

For Amount and Qty, the comment will show as - | No more remaining revenue to be released for this matching RC Line |. Note this is not an error, so processed flag will remain as N. It will not move to history and will stay in Event Stage as the expectation is in future SO update will come and this will be consumed to release revenue at that time.

For event lines (For example, Line 2 and Line 6) - the processed flag will be P as the line amount is 100 and event line amount is 200. So it will release 100 and remaining will remain in the event stage. This is the partial release scenario.

Rename Allocation Ineligible/Eligible to Enable Allocation and Disable Allocation

Existing context menu action Allocation Eligible and Allocation Ineligible in RC workbench screen has been renamed to Enable Allocation and Disable Allocation.

Mass Action- UI - Old Duration Column to be Added

Currently, in the Mass Action, the duration is not available to update to change the amortization period, as part of this enhancement to support the amortization period change, based on the duration as well the schedules can be changed.

Adding Schedule Attributes to Accounting Details UI

Prior release accounting details screen through manage layout, customer was not able to select the attribute fields information available at the schedule level. With this release, attribute columns available in Schedule table are now made available to select and display on the UI.

Request to Create New User Assignment Report to Perform User Access Reviews

This is a new report added as part of this release. This report provides information related to the User such as the assigned roles and their validity details.

Category: SOX And Audit

Report Name: User Assignment Report

Resolved: Security Issue When Only One Role Is Assigned

Issue related to security access privileges, when a specific role has specific sub menu options revoked when logged in with the same role, all the functions which are revoked are accessible.

Code fix provided for Menu Security API.

Resolved: Created By and Created Date Are Getting Updated When Security Password Changes

Upon changing the password, CREATED BY and CREATION DATE column are also getting updated. 

Code fix provided for Change Password page.

Resolved: Contra Inventory Cost Entries Are Not Displayed in the Accounting Summary Page

Contra Inventory cost entries are not displayed in the accounting summary page.

Code fix provided Cost Accounting API.

Resolved: Incorrect Forecast Amounts Related to Allocation When Partial Revenue Release Performed

Incorrect forecast amounts related to allocation when partial revenue release performed.

Code fix provided for Forecast API.

Resolved: Performance Issue Fix Related to Holds

Upon processing holds system taking time to apply holds. 

Code fix provided to fine tune the performance related to Holds API.

Resolved: Not Able to Generate Forecast for User Defined Schedule

When user defined schedule is configured for a POB, forecast API not considering the user defined schedule.

Code fix provided for forecast API.

Resolved: When List Price Is Sent as NULL in SO Then List Price Cannot be Updated When SO Update Is Processed

System not allowing to update list price on the SO line through SO update when the list price is NULL.

Code fix provided RC Collect API.

Resolved: Forecast Adjustments Line and Actual Line Not Netting to Zero

Forecast Adjustments line and actual line not netting to zero, sum of Actual Carves and Forecasted carve is not equal to 0.

Code fix provided for Forecast API.

Resolved: Allocation Ineligible And Eligible Label Name to be Change in Security, Report for Time Line and User Access   

Allocation Eligible and Ineligible context menu action name renamed to Enable Allocation and Disable Allocation.

Seed update provided to rename the functions.

Resolved: System Allowing Update VC Types Which Are Consumed by Revenue Contract

System allowing to update VC Types which are consumed by Revenue contracts.

Code fix provided for VC Type Page.

Resolved: Sales Order Orchestration - Contract Mod Not Triggered for CM

As part of sales order orchestration, when a credit memo is processed for a split line, system not triggering contract modification.

Code fix provided for RC Collect and RORD API.

Resolved: FV Is Derived Incorrectly If Partial RORD Collected

Incorrect FV derivation leads to wrong SSP normalization when the SO quantity and RORD quantity is same, system not deriving the FV correctly.

Code fix provided for FV Allocation API.

Resolved: Period Close/Open Process Template Issue

When the period close process using the 'Close Template'.

First two programs got completed successfully (Netting Process and Accounting Transfer Master), then submitted the 'Sweep Unposted Schedules' job, which went to 'Incompatible'  status. In the Close Period template, it appended the 'Job Request Id' but the status is null.

Later the job got submitted and completed successfully, but the close period template never got reflected with the job status and blocking to move forward to submit the next programs.

Code fix provided for Period Close/Open UI.

Resolved: Workbench- Accounting Details- Cost Reversal Entries Are Not Populated

Upon processing of Cost adjustment, reversal entries related to cost not displayed in the accounting details screen.

Code fix provided for Cost Accounting API.

Resolved: Mass Action - Old Duration Column Is Not Displayed

In mass action screen, display of old and new duration value is missing.

Code fix provided for Mass Action Review Details page.

Resolved: Updated SO without Revenue Release Leads to Incorrect Allocatable, Carves, and Contract Value

When SO update is processed against a transaction line for which revenue is not released, system not calculating the allocatable amount correctly, due to which carves is not correct.

Code fix provided for RC Collect API.

Resolved: Percent Based FV with Sell Price Is Not Working

When list price is zero, system throwing a unhandled exception when calculating the discount percent.

Code fix provided for FV Allocation API.

Resolved: Performance Issue Related to Advanced Search API

System slowing down when advanced search parameters are entered to search for revenue contract.

Code fix provided for Advanced Search API.

Resolved: Contract Mod Rule Not Get Derived Correctly

When CM-R is processed, system not triggering the correct contract modification rule.

Code fix provided for Contract Modification API.

Resolved: System Not Processing Amount Based Event on the Line with Zero Sell Price

System not processing revenue event when the event is associated with a transaction line which has the sell price as 0.

Code fix provided for Event Process API.

Resolved: POB Assignment by Attribute- Wrong Display Column Name

Incorrect column labels displayed in POB Assignment by Attribute page.

Code fix provided for POB Assignment by Attribute page.

Resolved: Cost Initial Entries Not Displayed in the Accounting Details Tab

Incorrect reference of SO Line Id for cost initial entry causing an issue to display the accounting entry.

Code fix provided for Cost Accounting API.

Resolved: Cost Template Download Error

When the length of Cost Type string exceeds 30 characters, download of cost template leads to error.

Code fix provided for Download API.

Resolved: Cost Through RORD Not Creating Contra Entries

When cost is processed through RORD, system not reversing the cost amounts associated with RORD along with the cost contra accounting entries.

Code fix provided for RORD API.

Resolved: $0 Transaction Line When RORD Is Processed Leads to Allocation

For $0 SO line, If $0 RORD is collected then return flag not becoming as Y So allocation is happening even for full canceled lines. 

Code fix provided for RORD API.

Resolved: Lines with $0 Sell Price Does Not Generate Waterfall for Carve Adjustments

Forecast for $0 sell price lines is considered even when there exist carve amounts.

Code fix provided for Forecast API.

Resolved: Event Process Change - Allow Remaining Amount / Qty to Remain in Event Stage

When there exists multiple events associated with the same line, after consuming the amount, system moving the event records to history even when there exists remaining amount which needs to be processed at a later point of time.

Code fix provided for Event process API.

Resolved: Forecast Carves Are Taking from CV Amount Instead of Cum CV Amt Amt 

System considering Carve Amount instead of Cumulative Carve amount for forecast, this is an issue when prospective allocation is performed where carve amount is based on the remaining deferred balance.

Code fix provided for Forecast API.

Resolved: Intercompany Accounting Entries Are Considered for Forecasting

Intercompany accounting entries need to be ignored when forecasting, due to which carves forecast is incorrect.

Code fix provided for Forecast API.

Resolved: Sales Order Orchestration - Split Collected in Different Batch Not Working

When split lines due to sales order orchestration are collected in different batches, system triggering contract modification.

Code fix provided for RC Collect API.

Resolved: Revenue Releasing for $0 Line Although Release Event Is 'Upon Billing'

System releasing carves on the $0 lines as part of data collection.

Code fix provided for Revenue Process API.

Resolved: MR Logic Check Point Not Working for New SO Line

When SO line is collected during revision period, system not recalculating the MR line carves.

Code fix provided for Contract Modification API.

Resolved: Forecast Schedules Should Have 2 Decimals Displayed in the FCST_SCHD_G Table

Forecast schedules when generated not applying rounding rules associated with currency.

Code fix provided for Forecast API.

Resolved: Allocation Reversal is Not Happening When Unfreezing RC from UI

Posted Allocation entries are not being reversed when Unfreeze option is selected from UI for the current period.

Code fix provided for Contract Modification and RC Collect API.

Resolved: Setting Contract Mod Revision Period to Qtr Setting posted_pct to Zero

When Contract Revision period is set as RC quarter, system updating the posted percent to 0, when the prior period schedules are swept to next period.

Code fix provided for Contract Modification and RC Collect API.

Resolved: f_ex_rate and g_ex_rate in Waterfall Tab in Workbench Is Rounding Off to Two Digits

Exchange rates are getting rounded in the waterfall tab of the workbench.

Code fix provided for Waterfall tab.

Resolved: Performance Issue Fix in the Workbench Tab

Performance fixes done in the workbench tab, earlier all the lines level details were getting loaded when RC transactions tab is opened, with this change, the line level details are not loaded automatically unless the transaction line or POB is selected.

Code fix provided for RC Workbench UI.

Resolved: Bundle Reclass Profile Is Not Working as Expected

When Bundle Reclass profile option is set to N, system updating the initial entries interfaced

Code fix provided for Bundle Reclass API.

Resolved: Unit List Price and Unit Sell Price Is Not Populating During Manual SO

When manual SO is created, Unit List Price and Sell Price are not populated on the SO line.

Code fix provided for RC Collect API.

Resolved: Reclass Offset Accounts Are Missing in RPRO ACCT VAL Table

Reclass offset accounts are missing in RPRO ACCT VAL table.

Code fix provided for Reclass API.

Resolved: Duplicate Data in RPRO_ACCT_VAL_G

Duplicate data getting inserted into RPRO_ACCT_VAL_G table.

Code fix provided for ALL TAB API.

Resolved: POB Released Report Displaying Unbilled Conversion Actions

POB Released report duplicating the values as Unbilled Conversion POB action is being considered.

Code fix provided for POB Released Report.

Resolved: Cogs Upload After Invoice Missing Initial Entries

System not creating DCOGS initial entries when CST type transaction is uploaded, prior to that cost is not available on the SO or Invoice.DCOGS initial entries when CST type transaction is uploaded, prior to that cost is not available on the SO or Invoice.

Code fix provided for RC Collect API.

Resolved: Invoice Ratable POB, Manual Release Taking Wrong Dates

When revenue is deferred manually and upon releasing the revenue, system considering the end date as the year 2047.

Code fix provided for Revenue Process API.

Resolved: Mismatch in RC Rollforward Report When Compared with Accounting Detail Report with Respect to Manual Journal Entries

Due to the flip in accounting type sides, incorrect summarization by account type lead to the wrong result in RC Rollforward report.

Code fix provided for Revenue Process API.

Resolved: RevPro Should Do Full Catch Up Partial Catch Up for User Defined Schedules

System not performing catch up of revenue when user defined schedule exists for the POB, instead, the behavior is sliding.

Code fix provided for Revenue Process API.

Resolved: TERM Is One After Collection for SO Lines Where We Have START_DATE and DURATION Passed on SO Line

Incorrect term calculation when SO Start Date and Duration is available on the line.

Code fix provided for RC Collect API.

Resolved: Unit Sell Price and Unit List Price Does Not Have Correct Value in Bundle Split

Unit Sell/List Price is not split considering the term when bundle explosion is performed.

Code fix provided for Bundle Explosion API.

Resolved: Contract Modification Setup  - New POB within SSP- New Line Is Not Collected

When New POB within SSP Range, it is expected to create a new revenue contract, however, system is moving the transaction to history, thereby the revenue contract is not created.

Code fix provided for RC Collect API.

Resolved: Sales Order Orchestration - Contract Mod Not Triggered

System not triggering contract modification when there is change on the split line available.

Code fix provided for Contract Modification API.

Resolved: Cost When Released Not Following the Ratable Method Contract Ratable

Cost when released, getting released immediately instead of following the ratable method contract ratable associated with the POB template.

Code fix provided for Revenue Process API.

Resolved: Incorrect 'Billed Amount' and 'Allocated Release Amount' for MR Ghost Lines

When dummy lines are created as part of MR logic, system copying over the Billed Amount and Allocated amount from the parent line.

Code fix provided for MR API.

Resolved: Issues Related to POB Level Allocation

Allocations are not happening at RC collect unless clicking on the Re Allocate (Multiple POB’s in the same RC) on the work bench.

For RC with single POB, functionality is as expected and allocations are not happening.

In all the other cases, carves are calculated at line level, not at the POB level.

Code fix provided for FV Allocation API.

Resolved: Security -> Roles -> Role Privileges Export Missing Text Column

When exporting Role Privileges data from the UI, text column which displays function/menu name is missing on the exported output.

Code fix provided for Role Privileges UI.

Resolved: Transfer Acctg Not Working When We Submit Job from Apps

Transfer Accounting Batch program complete in error when launched from Oracle EBS.

Code fix provided for Transfer Accounting API.

Resolved: New Columns Added to the ASC 606 Stage to be Part of ASC 605 Stage

Following columns are missing in ASC 605 stage: INTG_TOT_BGD_HRS, INTG_TOT_BGD_CSTINTG_FCST_DATEINTG_LINK_IDENTIFIER, INTG_PROD_LIFE_TERM, INTG_MATERIAL_RIGHTS_FLAGINTG_RAMP_UP_FLAGINTG_RAMP_IDENTIFIER, INTG_MODEL_IDINTG_SPLIT_FLAGINTG_SPLIT_REF_DOC_LINE_ID, and INTG_ORIG_QUANTITY.

Code fix provided to seed the columns.

Resolved: Line Level Holds Are Not Applied After the Initial RC Collect

Line level holds not applied on the new lines when added to the RC.

Addressed as part of 3320 patch.

Resolved: Issue Related Bundle When Same Parent Item Is Child Item in the File, System End Dating the Parent Item of the Other Configuration

Issue related Bundle when the same parent item is child item in the file, system end dating the parent item of the other configuration.

Code fix provided for Bundle Upload API.

Resolved: Company Code Column Not Available in Billings Report and RC Rollforward Report

Company Code column not available in Billings and RC Rollfroward report.

Code fix provided Billings and RC Rollforward report.

Resolved: Incorrect Values Available on MR Lines

Incorrect values populated in REC_AMT, DEF_AMT, BLD_DEF_AMT, BLD_REC_AMT for MR lines.

Code fix provided for MR API.

Resolved: Incorrect Functional Carves Displayed in the Waterfall

Incorrect functional carve amount displayed on Forecast waterfall.

Code fix provided for Forecast API.

Resolved: Cost Initial Entry Is Created When Bringing Updated SO - When No Change in Cost

Cost Initial Entry is created when bringing Updated SO -  when no change in Cost.

Code fix provided for Revenue Process API.

Resolved: In Waterfall Report Functional Amount Column Label Not Getting Displayed

Incorrect label name associated with the functional amount column in the report layout due to which system not allowing to add the correct functional amount column.

Code fix provided through seed data.

Resolved: SSP Formulas Are Getting Applied Even Though They Were Disabled on the SSP Formula Screen

SSP Formulas are getting applied even though they were disabled on the SSP Formula screen.

Code fix provided for FV Allocation API.

Resolved: System Allowing to Update the SSP Template When There Exists At Least One SSP Batch in Approved Status

System allowing to update the SSP template when there exists at least one SSP batch in approved status.

Code fix provided for SSP Template UI.

Resolved: Incorrect Accounting Type Considered for VC Accruals

System booking VC accruals into Contract Liability account type.

Code fix provided for VC Accounting API.

Resolved: ORPHAN Record Delinked at Line or POB Level Not Showing in the Booking Report

Transaction when delinked at Line or POB level not displaying on the booking reports.

Code fix provided for Bookings Report.

Release 3.3.2.0

The release 3.3.2.0 of Zuora RevPro includes the following new features, enhancements, and resolved issues.

Enhancement to Material Rights Check Logic

This is an enhancement to the existing logic to validate if the transactions are eligible for MR calculation, prior to this release, MR calculation is based on the check performed against the MR Eligible Flag, if set to Yes and remaining term exists, MR calculation is performed.

With this release, customers can enable different methods of MR validation check in addition to MR Eligible Flag.

New Look Type introduced by the name MATERIAL_RIGHT_METHOD  

If the method is enabled, then system performs check if the Transaction price is below the SSP Midpoint Value or Transaction price is below the SSP Below Point Value.        

Under the Lookup Value if the value is populated, system will be performed the calculation as below to check for the validity of the MR.

Sell Price Marginality SSP Low Value SSP Midpoint Value SSP Above Point
$1000 10% $750 $1100 $1400

If marginality it defined in the lookup value as 10%, then system applies 10% on the SSP Low Value.

$750 * 10/100 := $75

System will apply as below

SSP Low Value:= SSP Low Value – ($750 * 10/100)

SSP Low Value:= $675

Since the Sell Price is not below the SSP Low Value + Marginality, the line is not eligible for MR.

Enable Cost Processing Associated with RORD

This is an enhancement to the existing functionality related to RORD, currently processing of Cost is not supported through RORD, with this release, standard cost ONLY is supported with RORD. 

Cost Amount to be passed as part of the RORD transaction type, system will adjust the cost associated with the RORD and creates the cost reversal schedules based on the dates related to RORD.

Variable Change Line Eligibility Check Logic       

Prior to this release, if the POB with VC Eligible flag is Y, Revpro will do two steps derivation. The check is at RC Level.

However, there are is a requirement from other customers who would not want to perform 2 step derivation but would like to check if at the line level it is Within SSP Range.

A new profile option to indicate the system the method of VC Eligibility check has been introduced.

Profile Option Name : VC_ELIGIBILITY_CHK_MTD

Lookup Type to be displayed in the profile option associated with the profile is VC_ELIGIBILITY_CHK_MTD

RC Level Range

Line Level SSP Range

When the VC Eligibility Check Method is set to Line Level SSP Range then perform the following:

  • If the Transaction Price of the VC Line marked as VC Eligible to Yes is within SSP range, then exclude the VC from allocation
  • If the Transaction Price of the VC Line marked as VC Eligible to Yes is not within the SSP range, VC line will participate in allocation together with other lines.

Other changes performed to the logic is as below:

When transitioning from Initial Contract period to first revision period, if the VC line didn’t participate in allocation by the end of contract initial period, then if there is a change to the VC line ONLY will never trigger allocation, thereafter no allocation for the VC line.

When transitioning from Initial Contract Period to first revision period, if there is change on any other line and the VC line didn’t participate in allocation earlier by end of initial contract period, then it is a normal allocation across the fixed products not allowing the VC line to participate, if the VC line participated by the end of initial contract period then it will participate, there after it will participate.    

When transitioning from Initial Contract Period to  first revision period, if there is change on any other line or new POB added and change to VC line, then it is a normal allocation across all the lines if the VC line also participated in allocation, else the VC line will be excluded from allocation and allocation across all other lines, there after the VC line will not participate in allocation.  

There is a requirement from customers where in few cases they would like to perform the 2 step derivation or Line Level check irrespective of Initial contract period or revision period, for which the proposal is to add a profile option Perform VC Check During Revision Period, when set to Yes, then based on the VC Eligibility check method, system will perform 2 Step derivation or line level ssp check during all revision periods as well.      

New Profile added to the product VC_CHK_REV_PRD.

Event Stage Report to Indicate the Events Which Are Partially Processed

This is an enhancement to the event stage processing to mark the event record if it is partially processed, instead of marking it has Y, the new value will be marked as P in the Processed_Flag field.

Resolved: Issue Related to Hold Group Functionality

When multiple hold criteria groups are defined at RC or Line level hold, system not considering the sequence of the hierarchy setup, instead of treating the criteria group as an OR condition it is treating it as AND condition, unless all the groups are satisfied system not applying holds.

Code fix provided for Holds Process API.

Resolved: Issue Related User Upload Forecast

System not overriding the systemically generated forecast with user uploaded forecast.

Code fix provided for Forecast Process API.

Resolved: Issue Related to Waterfall Summary in Workbench Where Functional Amounts Is Not Converted Correctly

When it is multi currency revenue contract and when the waterfall is generated at transaction level and currency type selected as Functional, system not converting the amount into Functional currency.

Code fix provided for Waterfall View.

Resolved: Workbench - Manage Layout Adding New Fields Is Not Getting Displayed in UI

When columns are added to the transaction tab layout of workbench, system not displaying the newly added columns on the UI.

Code fix provided for RC Workbench Page.

Resolved: POB Dependency Child Lines Are Not Getting Released

When Parent POB revenue is released and dependant POB lines are collected in other batch, upon collection system not releasing revenue on the child POB though the parent POB revenue is released.

Code fix provided for Revenue Process API.

Resolved: Reset Password Link from Email Is Erroring

Issue related to the Reset Password link, when accessed it is erroring, incorrect API is being called for reset password link.

Code fix provided to call the correct RPRO_SEND_MAIL_ROLE API.

Resolved: Issue Related to Bundle Lines Reclass

When ENBL_BNDL_RECLASS profile option is set to No, it is expected to not to created CL reclassification entries for the child lines, which works as expected, but the Initial Entry flag and posted flag are being set as No, instead of Yes.

Code fix provided CL Liability Entries API.

Resolved: VC Expiry UI Changes

System not creating the VC expiry accounting entries when VC is expired.

Code fix provided VC Expiry API.

Resolved: VC Types Available in the POB Even Though No VC Was Enabled

Even when VC is not assigned to the POB template, upon applying VC manually, system displaying the disabled VC on the UI.

Code fix provided Apply VC page.

Resolved: Issue with Partil CM-C- Bill Def Amount Is Not Updated Correctly

When CM-C is processed to cancel out the invoices partially, system not updating the BILLED_DEF_AMT, BILLED_REC_AMT columns correctly on the SO lines.

Code fix provided Revenue Process API.

Resolved: Manual Apply RC Hold Got Released When INV Line Is Collected in Second Batch

System releasing revenue when invoices are processed (Upon Billing is the release event) even when RC hold is applied on the RC.

Code fix provided Revenue Process API.

Resolved: Issue Related SKIP_RORD_PARENT_REL_CHECK Profile, System Creating Allocation Entries When Revenue Is Not Released

System creating allocation entries even when the revenue is not released, this is happening when RORD is collected prior to SO revenue release.

Code fix provided FV Allocation API.

Resolved: When Collecting CM, It Should Go to Retrospective But Instead It Goes to Prospective

System triggering Prospective allocation instead of Retrospective, when Full CM is processed against an order line.

Code fix provided for Contract Mod API.

Resolved: Ext_fv_prc Becomes Negative and Posted Percent Is Greater Than 100 on Updated SO with Lesser Amount

Incorrect calculation of Ext SSP Price when downsell is processed, due to which negative SSP price is calculated and the overall posted percent is greater than 100.

Code fix provided for FV Allocation API.

Resolved: Contract Modification Page- Skip Contract Modification Setup Is Getting Restored

When Skip Contract Modification is setup and Prospective is selected, upon saving and refreshing the page, system reset back to default values.

Code fix provided Contract Modification page.

Resolved: Duplicate Lines Displayed in POB Released Report

Report displaying duplicate lines in the POB Released report which is considering the Unbill Conversion POB action as well.

Code fix provided for POB Released Report.

Resolved: Data Collection Program Completes in Error When POB Dependencies Are Processed

Data collection program completes in error when POB dependencies are processed.

Code fix provided for RC Collection API.

Resolved: Account Detail Report Does Not Show Contract Asset Transactions Where Posted and Show as Part of the Journal Import

When netting process is run, system not creating the accounting strings in Account Validation table which is a dependency for the account detail report, due to which the report is not displaying the netting related accounting entries.

Code fix provided for Netting Process API.

Resolved: RC Has Participated Prospective Allocations for All Lines. However, Overall Allocation Shows as Retrospective

When CM-C is processed, system triggering contract modification rules, ideally CM-C should be triggering any contract modification, since CM-C is processed, it triggered retro and later when CM-R is processed it is supposed to trigger prospective, as Retrospective was already performed during revision period, system did retro again.

Code fix provided for Contract Modification API.

Resolved: Waterfall Tab in RC Workbench Not Translating Correct to Functional and Reporting Currencies

RC Workbench gives capability to run waterfall in different currencies like Transaction, Functional and Reporting. Current Scenario, Transactions are in EUR and GBP. Functional currency is common for all lines GBP. Allocations are correct in GBP which is the functional currency When waterfall is run in Functional currency, revenue is still shown in Transaction currency amount.

Code fix provided for Workbench API.

Resolved: Contra AR Entries for CM-RO Entries Not Present in Schedules

System not creating reversal of Contra AR entries when CM-RO is processed.

Code fix provided for Revenue Process API.

Resolved: Hold with All Line Criteria Is Getting Applied to RC Even Though All Lines Are Not Satisfied

System applying hold even when all lines in the RC doesn’t satisfy the criteria (Criteria type used as ALL LINES).

Code fix provided for Hold Process API.

Resolved: Pre-Summarization Is Not Called Properly During Event Release

Summarization API is not called as part of events processing due to which the RC Rollforward report do not display the correct amounts for the period.

Code fix provided for Event Process API.

Resolved: Dependent POB Functionality Works Only When Parent and Child Lines Are Part of Same RC Collect

When parent POB(s) and child POB(s) are collected in different batches, dependencies are not created.

Code fix provided for RC Collect API.

Resolved: Forecast Hierarchy without Schedules Raising Error

When there is no hierarchy schedule definition associated with the forecast hierarchy, forecast program completes in error.

Code fix provided for Forecast Process API.

Resolved: Contract Modification Rule Not Showing in the Workbench TAB

When Credit Memo is processed where the RC duration is RC Creation Quarter, after the initial timeline, contract mod rule related to Credit Memo - If remaining Qty and Term greater than or equal to Credit Term/Qty on a Series Distinct POB is not displayed on the workbench.

Code fix provided for Contract Modification API.

Resolved: New Collection of SO/INV Lines- Revenue Is Released When RC Hold Is Applied

When new SO and INV lines are collected and associated with the existing RC where hold is applied, system is releasing the revenue on the new line collected.

Code fix provided for Revenue Process API.

Resolved: RPRO_SCHD_PROG_G.PARAMETER_TEXT Column Size Should be Increased

Incorrect variable length causing the background job to complete in error.

Code fix provided for Scheduler API.

Resolved: Allocation Is Happening Even FULL RORD Received

System performing allocation on the line which is completely canceled through RORD, ideally, there is should not be any carves associated with the line.

Code fix provided for FV Allocation API.

Resolved: SSP Analyzer Report- Copy Layout Throws System Error

This is a known issue, as part of this release, SSP Analyzer report is split into 2 new report, as there is a limitation where function based reports cannot support copy feature.

The name of the new reports is as follows:  

  • SSP Stratifications    
  • SSP Optimizer Range

Resolved: "All Lines" Condition on RC Level Hold Is Not Honored by the System

System applying RC level on the RC when all the lines in the RC doesn’t meet the criteria (Criteria type selected as ALL LINES).

Code fix provided for Hold process API.

Resolved: Logout Issue When Launching RevPro from Oracle EBS

System not letting to logout when RevPro is launched from EBS.

Code fix for Logout API.

Resolved: Transfer Accounting Not Working When We Submit Job from Apps

Transfer accounting errors when launched from Oracle EBS having multi org setup.

Code fix for Transfer Accounting API.

Resolved: Release Holds Process Issue

When line level hold is processed and released through event for a specific line, system releasing the hold for the other lines in the POB.

Code fix for Release Hold API.

Resolved: Release Events Quantity - Rounding Issue

Rounding issue when revenue is released based on Quantity, system is rounding and leaves the remaining value in the event table.

Code fix for Event Process API.

Resolved: Material Right Line- FV Is Not Getting Calculated

As the Sell price for the MR dummy is 0, System is picking the Below Midpoint Value on the FV considering the Sell price. Ideally system should consider the allocatable value for the Ghost line while performing FV analysis and derive the FV.

Code fix for FV Allocation API.

Resolved: Variable Change Line - On Manual Re-Allocation Triggers Allocation

As part of the Variable change logic, if all the POB(s) are within SSP range, then no allocation is performed, however, when Re-Allocation is performed from the UI, though they are in SSP range, system performs allocation.

Code fix for FV Allocation API.

Resolved: Upon Period Opening, System Triggering Contract Modification

System triggering contract modification rule, when collected same SO without not changes to SO, system triggers contract modification.

Code fix for Contract Modification API.

Resolved: After Releasing Hold Manually, the RC Is Not Going Away from Daily Dashboard

Upon releasing the hold manually, system still displays the record on the dashboard.

Daily Dashboard enhanced to default the page with pending holds information.

Resolved: Conversion Waterfall Errors Out When Additional Columns Are Added to the Layout

Conversion waterfall program erroring out when additional columns are added to the existing layout.

Code fix provided for Conversion Waterfall Process.

Resolved: Trial Balance Report Not Displaying Netting Entries

Trial Balance report not displaying Netting accounting entries CA/CL entries.

Code fix provided for Trial Balance report.

Resolved: VC Expiry Changes

System validating expiry amount against the accrual amount instead of the Remaining Estimate amount.

Code fix provided for VC Expiry API.

Resolved: Revenue Share Distribution Cost Issues

Incorrect processing of cost split associated with revenue share, upon deferring and releasing, cost information is doubling up.

Code fix provided for Revenue Process API.

Resolved: Reason Code and Comments to be Made Available on the Mass Actions UI

When performing Mass Actions, there is no provision to capture the Reason Code and Comments on the Mass Actions UI.

Added Reason Code and Comments to Mass Action UI, new lookup added to capture reason code MASS_ACT_REASON_CODE.

Resolved: Booking Report Available Fields Have Duplicate Line Created Period (Period_name) Column

Duplicate columns exist in the Bookings report layout.

Renamed one of the column filters to Line Created Period (Filter), so that user needn’t select this.

Resolved: Transaction Level Export from RC Workbench Does Not Have Columns Aligned with the Content

When transactions are exported from the workbench, columns are aligned incorrectly.

Code fixed provided for transactions page of RC workbench.

Resolved: SSP Formula Start Date and End Date Is Not Working

System deriving SSP from the formula even when the dates are inactive.

Code fixed provided for FV Allocation API.

Resolved: Restrict Criteria Type in the Hold Filters to RC Level Hold

Criteria Type (All Lines, Any Line, Aggregate) to be restricted only for RC Level hold, currently it is enabled for Line level holds as well.

Code fixed provided for Hold Criteria page.

Resolved: Consolidated Issues Related VC

Consolidated issues related VC has been addressed as part of this release.

Resolved: Missing SSP Information on the RC Workbench

There is no SSP information displayed on the RC workbench.

New context menu action provided to display View SSP Details.

Resolved: Consolidated Issues Raised by QA Related to By Pass Contract Modification Rule

Consolidated issues addressed as part of this release related to By Pass Contract Modification Rule.

Resolved: Need Fields in Report for Further Validations (Net List Price and Net Ext Sell Price)

Missing columns Net List Price and Net Ext Sell Price on the report Bookings and Revenue Contract Details Report.

Code fix provided to the reports.

Release 3.3.1.0

The release 3.3.1.0 of Zuora RevPro includes the following new features, enhancements, and resolved issues.

Sales Order Orchestration

This is a new feature being introduced as part of this version to support the sales order lines split when partial shipment is performed in oracle order management.

Prior to this release, when a sales order is split due to partial shipment, system treats the change in the line as contract modification, but this is not a contract modification as the overall value of the line is not changed when the line is split into 2 lines as stated in the below example.       

RevPro should be able to Handle the Partial Shipments and Line Split which happens in Oracle ERP.

Initial Oracle Order        
Item QTY Unit price Selling Price  
ABC 10 50 500  
         
RevPro Initial Contract        
Item QTY Unit price Selling Price  
ABC 10 50 500  
         
Partial Shipment in Oracle        
Item QTY Unit price Selling Price  
ABC 2 50 100 Shipped
ABC 8 50 400 Open
         
RevPro updated contract        
Item QTY Unit price Selling Price  
ABC 2 50 100 Shouldn't trigger contract mod in RevPro.
ABC 8 50 400

To support the above requirement, new columns have been added to the stage to indicate if the lines are of split type:

  • ORIG_QUANTITY – This is the total quantity of the line at the time when SO is booked
  • SPLIT_REF_DOC_LINE_ID – This is DOC_LINE_ID reference of the original SO line which is split
  • SPLIT_FLAG – This accepts value as Yes, to indicate if the line has been split

When the SO line is interfaced to the system very first time, below is the how the data set should be interfaced. 

Item # SO Line Id Quantity Split Flag Split Ref SO Line ID Orig.Quantity
ABC SO1234.1 10 No   10

Upon processing of the transaction system will update the Original Quantity with 10, it is not necessary for the upstream to populate the value Orig Quantity.

Upon split of the SO Line, following is how the data to be interfaced to RevPro by indicating the required fields.

Item # SO Line Id Quantity Split Flag Split Ref SO Line ID Orig.Quantity
ABC SO1234.1 2 Yes SO1234.1 10
ABC SO1234.1.1 8 Yes SO1234.1 10

Exchange Rate Validation to Support Non Oracle Application

This is a new feature introduced as part of this release, where customers who have non oracle EBS as the upstream application can validate exchange rate and derive the same.

As per the current process in the product, it is limited to validate with Oracle ERP.      

To support this, it is expected by the customer to populate the exchange rates into the RevPro standard table RPRO_EX_RATES with the minimum data points

  • RATE_TYPE
  • FROM_CURRENCY
  • TO_CURRENCY
  • START_DATE
  • END_DATE
  • EX_RATE      

Existing profile option EX_RATE_VALIDATION is not enhanced to display as a drop down field instead of check box.    

This profile option will not accept the following values:

  • Oracle – This validates against rates in Oracle ERP
  • Non Oracle – This validates against the RPRO_EX_RATES table
  • No Validation – This option doesn’t validate, bypass all checks

While Releasing RORD if POB Template Is Immediate Then Release Immediate

This is an enhancement to the existing RORD process, when RORD is collected and if the dates are available on the RORD, system is not considering the ratable method associated with the POB template.

As part of this enhancement, if the POB associated with ratable method as IMMEDIATE, even when the start and end date on the RORD is available, system need to ignore the dates to create the schedule.

Add New Fields to Bundle Config Table to Tally with Line Stage

Existing bundle configuration table was not sync’d up with the newly added columns to the transaction stage table impacting the bundle configuration based on the additional columns.

CONTRA_AR_ACCT
COST_AMT
COST_CURR
COST_DEF_SEGMENTS
COST_F_EX_RATE
COST_G_EX_RATE
COST_REV_SEGMENTS
COST_TYPE_ID
COST_TYPE_NAME
CREDIT_RULE
F_CUR
F_EX_RATE
G_EX_RATE
IMPAIRMENT_TYPE
LINK_IDENTIFIER
LT_CA_ACCOUNT
LT_DEF_ADJ_ACCT
LT_DEF_COGS_ACCT
MATERIAL_RIGHTS_FLAG
PAYABLES_ACCT
PROD_LIFE_TERM
RAMP_UP_FLAG
RETURN_FLAG
STANDALONE_FLAG
UNBILL_FLAG
VC_AMT
VC_FORMULA
VC_PROCESS_TYPE
VC_QTY
VC_TYPE_NAME

Enhancement to RC Grouping Logic

This is an enhancement to the existing grouping logic.

Problem Statement: In certain cases, grouping rules values can change on the existing SO lines when interfaced/uploaded as SO update, when the grouping column values are changed, system treats this as a new line which leads to creating a duplicate line with the same DOC_LINE_ID instead of updating the existing SO line.

Resolution: To overcome this issue and not to impact the overall performance if for any customer implementing RevPro and if it is anticipated that the grouping column values are changed as part of SO update, then system to check if the profile option is set to Yes, then it will perform scan across all the RC lines to identify the RC ID it is associated with.

Profile Option : SCAN_ACROSS_ALL_RC

Transfer Accounting Batch When Export Is Performed on Review Summary/Detail for a Batch. Both Are Exporting with the Same Name 

When export option is selected from the Review Summary or Review Detail page of Transfer Accounting, system downloading the file with the same name as summary_report.csv even for the detail dataset.

Sorting By Period and Schedule ID (Default) in the Accounting Detail Tab of RC Workbench  

In the accounting detail tab of RC workbench, accounting detail page is  enhanced to  default sorting based on period name and schedule ID (ascending order).

Negative SO Line with Fully Invoiced Is Participating in Netting Process  

This is an enhancement to the existing Netting process to exclude the negative SO lines from netting process.

Following are the conditions:

  • If all the lines in the RC are negative, then the entires RC is excluded from Netting
  • If any one of the line in the RC is non-negative or 0, then the RC is considered for Netting process
  • If any one of the line sell price is 0 and rest of all the lines are negative, then the RC is considered for Netting price

Resolved: CM and CM Cancellation- Bill Def Not Correct in Case of Release Event Is Upon Billing

When CM cancelation is performed, system not adjusting the billed deferred and billed rec amount correctly on the line along with the unreleased amount (DEF_AMT) and released amount (REC_AMT).

Code fix provided for Revenue Process API.

Resolved: Retained by PCT - Contract Ratable POB on Update of SO Value, Schedule Not Following Contract Ratable

When Retain Method is set as Retain Percent, upon processing SO update increasing value of SO, system not considering the ratable method associated with the POB template.

Code fix provided for Revenue Process API.

Resolved: Unreleased Contract Value After 100% Recognized

System not creating the allocation schedules correctly when there exists impairment to the carve out line due to which there is exists unreleased contract value even when the POB is released 100%.

Code fix provided for FV Allocation API.

Resolved: Incorrect Billed Deferred Amount When RORD Is Processed, Amount Is Negative

When RORD is processed and an invoice is associated, RORD consumes from Invoice and the overall billed deferred amount on the SO line is displayed as negative.

Code fix provided for RORD API.

Resolved: Cost Collection of SO/INV in Same Batch Goes for Warning

Data collection program completes in warning when SO and INV are collected together which has other cost type associated and the release event is Upon Billing.

Code fix provided for RC Collect API.

Resolved: Processing CM-R and Then Processing SO Update (Upsell) Lead to Incorrect Calculation of Unreleased Amount

When CM-R is processed against the SO line, system adjust the DEF( unreleased) and REC (released), however, when SO update increase in Sell Price, the entire upsell value is populated as unreleased amount.

Code fix provided for Revenue Catchup API.

Resolved: Divisor Error in VC Allocation

This is issued happens when the total SSP price is zero on the line and there exists a VC type where the line is not eligible for allocation.

Code fix provided for VC Allocation API.

Resolved: Transfer Accounting Batch Criteria Fails When the Criteria Is Set Using RC Line Columns

When RC Line column is used to define the criteria for Transfer Accounting Batch, system fails processing.

Code fix for Transfer Accounting API.

Resolved: Workbench Overview Screen Margin Has to Reset to Zero After Full Cancelation

Incorrect Margin value displayed in the overview tab when cost is not available on the SO line.

Code fix provided for Workbench API.

Resolved: RC Range Value and Within RC Range Flag Are Not Available in the Transactions Tab Manage Layout

In prior releases Variable Change functionality was released to perform 2 step derivation in order to check if the VC eligible line to participate in allocation, as part of the release, the columns which track RC range and eligibility of RC range were missing on the UI: Line TP Percent, RC Level Range, and Header RP Percent.

Seed data script provided to enable the columns to be displayed in the transactions tab layout.

Resolved: Sales Order Orchestration- Contract Modification Rule Is Triggered

System triggering contract modification when the SO line is split based on partial shipment, in this case the overall value of the SO is not changed, hence it is expected to not to trigger contract modification.

Code fix provided for RC Collect API.

Resolved: For Line Level Hold, All Lines Are Getting Released in RC If Event to Release Hold for One Line

System releasing hold across all the other lines within the same POB when hold is released for one of the line in the POB, hold level for this is Line Level.

Code fix provided for Process Holds API.

Resolved: SO/INV Collection in Same Batch - SO Lines Are Not Available in Line Table

When SO and INV is collected together in the same batch, SO lines are not available on the workbench except for Invoice Lines.

Code fix provided for RC Collect API.

Resolved: Data Collection Completes in Warning When POB Assignment by Attributes Are Configured in the System

Data collection completes in warning in cases where POB Assignment by Attributes is configured in the system, one of the memory variables is getting erased due to which the processing fails.

Code fix provided RC Collect API.

Resolved: Transactions with Cost Erroring When Invoice Is Loaded

Issue with the declaration of the cost segments variable, length of the variable is short to accommodate the incoming cost segments.

Code fix provided for Accounting segments derivation API.

Resolved: When FULL RORD Is Processed against an Order, System Calculating the Carves

System calculating the carves when FULL RORD is processed, expected result is to not calculate the carve as there is no value left on the order line to allocation.

Code fix provided for RORD API.

Resolved: Return Order for Line with ASSP Is Participating in the Allocation

Similar to RPD-5366.

Code fix provided for RORD API.

Resolved: Data Collection Program Completes in Warning Due When POB Dependencies Exist

Unhandled exception occurred when processing POB dependencies during data collection process.

Code fix for Apply POB Rule API.

Resolved: Report Access Control Issue

When a specific report is assigned to a role, the same report is available for all the roles.

Code fix provided for Report Access Page.

Resolved: RSSP Lines Where Sell Price Is Zero When In Prospective Allocation, Calculating SSP Price as 1, Instead of Deriving the List Price

RSSP lines where sell price is zero and when prospective allocation is triggered as per the RSSP setup to derive the List Price as the SSP price, system calculating the SSP price as 1.

Code fix provided FV Allocation API.

Resolved: System to Allow Cost Update When It Is Less Than Billed Amount

System not creating cost reversals on the standard cost when the cost is processed based on the billing prior to the cost reduction.

Code fix provided for Cost Accounting API.

Resolved: EXT_FV_PRC Is Getting Calculated After Full CM-R During Updated SO

System calculating the total SSP price when the SO line is fully cancelled through CM-R.

Code fix provided for FV Allocation API.

Resolved: POB Immediate Program with Multi-thread Splitting Single RC into Different Threads

When POB Immediate release program launched with multiple threads, process splitting the RC into the multiple threads, ideally, it is supposed to be processed for the entire RC in a single thread.

Code fix provided for Revenue Process API.

Resolved: Adjustment Schedules Are Not Getting Created Correctly for Impairment Scenario

When contract impairment is processed against the carve out line, incorrect allocation schedules are created leading to unreleased contract value.

Code fix provided for FV Allocation API.

Resolved: Removed Dependency on Apex Items on Menu Security Package

Menu security not applying based on the role.

Code fix provided for Menu Security API.

Resolved: RORD Catch up Issue

When RORD is interfaced with past period dates, system is not performing the catchup based on the past periods instead creating accounting entries for the closed accounting periods in the current open period.

Code fix provided for Revenue Process API.

Resolved: Collection of Ext Sell Price Less Than Cent Getting System Error on the Overview Tab When Opening RC Workbench

Issue when processing SO lines which less than a dollar and greater than 0.01 cent, when RC workbench is opened for the RC, system error is displayed.

Code fix provided for Overview page of RC workbench.

Resolved: RORD for PS/Install with Release Event Not Working

Currently, there is a limitation in RevPro, if a SO is not released and RORD is interfaced to RevPro, RORD will not be collected or processed until the SO is released. This approach is not feasible for other customers, to address this issue, new profile is introduced by the name SKIP_RORD_PARENT_REL_CHK, when set to No, RORD will not be collected, else RORD will be processed even before SO is released.

Code fix provided for RC Collect API.

Resolved: Read Only Mode And None Privilege Issues as Part of Security

Consolidated issue list tracked by QA when the access privilege is set for a menu action/function it is not getting applied correctly.

Code fix provided for Menu Security API.

Resolved: Incorrect Accounting Entries Generated When Partial Invoice Is Processed against an SO When the Ratable Method Is Contract Ratable

When partial invoice is processed against a SO and ratable method is contract ratable, system not not scheduling out the revenue as per the amortization dates available on the SO,  instead booking the amount in the current open period.

Code fix provided for Revenue Process API.

Resolved: Issue When Opening Overview Tab in RC Workbench

While opening overview tab of RC workbench, when the Transaction price is between 0 and 1, unexpected error is displayed on the UI.

Code fix provided for Overview page of RC workbench.

Resolved: ITEM_NUM Is Not Copied to Child Lines During Bundle Explosion Even If Bundle Criteria Is Based on an Attribute

Issue when exploding bundle line, Item # on the parent line is not copied on to the child lines.

Code fix provided for Bundle Explosion API.

Resolved: MIDMONTH Ratable Method Not Releasing 100% of the Billing If the Amount Is in Cents

Issue when releasing revenue for a line which is Midmonth ratable, where the amount is between $0 and $1, system not releasing revenue for 100%.

Code fix provided for Revenue Process API.

Resolved: Issue Related to RC Revenue Hold Release After the Invoice

Issue related to revenue release, hold is applied on the RC, after processing Invoice, system releasing revenue even when the Hold is not released.

Code fix provided for Revenue Process API.

Resolved: Duplicate Revenue Actions Getting Created

If system is processing multiple events (say 100% twice) for one line, then system is creating twice revenue action with release pct as 100% on each action.

Code fix provided for Revenue Process API.

Resolved: Security Roles Do Not Work as Configured When Multi Org Is Enabled

If access restricted for some functionality still provides the access and if access is enabled for some functionality system still restricts the accesses.  Another issue is Edit POB is disabled on the menu but it is enabled when we right click on the line.

Code fix provided for Menu Security API.

Resolved: Read-Only Access When Assigned to User Role, for Some of the Functionality It Is Still Giving Full Access  

Read-Only Access when assigned to User Roles, it is not working as expected. When Users Logged in with their respective User Roles which had Read-Only Access. Some of the functionality even though it was Assigned Read-Only, it is giving Users Full Access.

Code fix provided for Menu Security API.

Resolved: Events Comments Not Getting Updated in RC Hold Screen and Revenue Actions Screen  

Release comments both at RC Hold (tab in Workbench) and Line Level Revenue Hold tab (in workbench) is not updated with the Comments provided in the event record used to release the hold.

Code fix provided for Process Holds API.

Resolved: Manual Running of Events Release Programs in Job Scheduler Showing Up Applied By and Released By as User Name

Manual running of Events Release programs in Job Scheduler displaying Applied By and Released By as User Name in the Revenue Holds Tab of RC Workbench instead as SYSTEM.

  1. Hold got applied on RC_Line Step
  2. Event sent to RevPro Step
  3. Manually ran the Events Release Program Step
  4. System released the HOLD. But stamping User Name in the Applied By and Released By columns. It should show as SYSTEM

Code fix provided for Process Holds API.

Resolved: Consolidated Issue Related to Multi Org Addressed as Part of This Patch

Consolidated Issues related to Multi Org addressed as part of this patch, refer to the JIRA# for more details.

Resolved: Transfer Accounting Batch, When No Changes Performed and Save Button Is Clicked, Error Message Is Displayed

Transfer accounting batch, when no changes performed and Save button is clicked, error message is displayed.

Code fix provided for Transfer Accounting Batch screen.

Resolved: Transfer Accounting Changing Status to Transferred Before Stage Handlers Are Completed

When user submits transfer accounting from UI, the batch status says transferred but in the schedule jobs, the program is still running, this creating issues during month-end when user submits immediately the post month end process.

Code fix provided for Transfer Accounting API.

Resolved: Zero Dollar Lead Line-Revenue Released for SO-No INV-When POB with Event as Upon Billing

Issue related to revenue release, when it is $0 line and hold is removed, prior to billing revenue is released when the release event is Upon Billing.

Code fix provided for Revenue Process API.

Release 3.3.0.2

The release 3.3.0.2 of Zuora RevPro includes the following new features, enhancements, and resolved issues.

Ability to Retain Release Percent/Amount When for Upsell/Downsell

The standard functionality of Revpro adjusts the revenue release percent when order value is reduced or increased, instead of adjusting the release percent, with this release there is a new feature being introduced providing an option to the customer to choose the method whether to retain the release percent or the amount.

POB Template is enhanced to capture the Retain Method:

  • Retain Percent
  • Retain Amount

Retain Percent: When there is increase/decrease in value of SO, system retains the release percent but adjusts the unreleased and released amount.            

Non Consolidated POB

  • Process 2 SO Lines and release revenue on Line # 1 with 40% and Line # 2 with 100%
  • Process an Updated SO for Line # 1 increasing the Sell price and List Price according to the increase in Ordered Qty
  • Process an updated SO for Line # 2 decreasing  in SP, LP, QTY

The release percent for Line # 1 is retained as 40% and Line 2 as 100% and the release amount is adjusted accordingly on the both the lines, where for Line # 1, additional value is readjusted with 40% and for Line # 2, system adjusted the reduction value.

Consolidated POB

  • POB released prior to increase/decrease in value, 50% applied
  • Increase on Lead line, system to adjust the DEF_AMT and REC_AMT considering the increased value and release percent

The release percent for the POB is still at 50% and the release amount is adjusted accordingly on the line which had the change.

Retain Amount: When there is increase/decrease in value of SO system adjusts the overall release percent.

Non Consolidated POB

  • Process 2 SO Lines and release revenue on Line # 1 with 40% and Line # 2 with 100%
  • Process an Updated SO for Line # 1 increasing the Sell price and List Price according to the increase in Ordered Qty
  • Process an updated SO for Line # 2 decreasing  in SP, LP, QTY

The release percent on the Line # 1 is adjusted based on the additional value, where as on the other lines, the percentage is not changed. The release percent for Line # 1 is not retained as 40% and Line 2 as 100% and the release amount is adjusted accordingly on the both the lines, where for Line # 1, additional value is readjusted with 40% and for Line # 2, system adjusted the reduction value.

Consolidated POB

  • POB released prior to increase/decrease in value, 50% applied
  • Increase on Lead line, system to retain the  release amount and decrease the unreleased amount, this applies to non leading line as well
  • Release percentage is changed

The release percent for the lines is changed based on the increase or decrease in the value.

Display Batch Id for the MJE Batch Screen

Minor enhancement to the existing MJE batch screen to display the MJE batch identifier.

New Report for Display the Timeline Changes 

As part of this release, new report RC Workbench Timeline report is added to the existing reports displaying all the manual actions performed by the user in the revenue contract workbench.

Report Category : SOX And Audit

Report Name: RC Workbench Timeline Report

New Report SSP Analyzer Report

New report added to the existing list of standard report to display the following data:

  • SSP Stratifications
  • SSP Optimizer Range details        

Report Category: Transactions             

Report Name: SSP Analyzer Report     

Layout : Optimizer Range                      

              SSP Transactions

PGA Issue When Processing SSP Analysis

For huge volume data when performed SSP analysis, system running into error with PGA memory issue, to overcome this issue, it is recommended to switch on the profile option HUGE_VOLUME_SSP_DATA when enabled, the SSP templates are cached in memory for processing, for low volume customer this profile option need not be enabled.

Profile Option: HUGE_VOLUME_SSP_DATA

Audit Trail Report

As part of prior release, Audit trail functionality was rolled out which keep track of the configuration changes, with this release, new report is introduced to report out the Audit tracking changes related to the configuration changes.

Report Category : SOX And Audit

Report Name: Audit Trail Report

Ability to Apply POB Rules During Contract Revision Period  

After the initial contract grouping period, for every change to an RC, RevPro will go through the complete POB rules assignment but will apply rules as follows.

For new lines coming into the RC:

If, based on POB rules, the new line joins an existing POB (non-leading line); system will add line to POB and release revenue for the new line based on the percentage of revenue released on the leading line.

If, based on POB rules, the new line requires existing POBs to be regrouped into a new POB template where revenue has NOT been recognized for any of the affected POBS, system will regroup the lines into the new POBs.

If, based on POB rules, the new line requires existing POBs to be regrouped into a new POB template where revenue has been recognized for any of the affected POBS, system will group the new line into a new POB for which a hold will be applied as an indication to the user to review and regroup it manually into the POB to which it is supposed to be grouped into. Apply of hold is not part of this release, will be part of 3.3.2.0.

Resolved: System Allowing to Delete the Lock When Collection Process Is in Progress

Able to delete the lock for the failed or terminated programs was released prior to this patch, however, there is an issue with this enhancement, where system is allowing to delete the lock when the process is currently in progress, expectation is to delete the lock after completion of the program if the lock is not released.

Code fix provided for Release Lock Page.

Resolved: Workbench-Export by Transactions-Contract Mod Rules Are Not Displayed in UI But Displaying Incorrectly When Exported

When POB re-assignment is performed at the time of new lines being grouped into a POB which consists of other lines, during revision period, when new lines are added to the RC depending the contract mod rule allocation is performed, however, when the dataset is exported using the Export option By Transaction from workbench, system doesn’t displaying the contract modification rules across all the lines instead of the new lines only.

Code fix provided for Transaction Tab of RC Workbench.

Resolved: Retain Amount with Increase in Updated SO

When SO update is processed to increase the value of SO on leading line and the retain method in the POB template selected as Retain Amount, system adjusts the unreleased and released amount correctly for the leading line, but doesn’t adjust the non leading line released and unreleased amount.

Code fix provided for Revenue Process API.

Resolved: Missing JE Batch Id in the Seed Lookup for Transfer Accounting

JE Batch Id is not available in the seed lookup which is used for the defining the criteria for transfer accounting.

Seed script fixed to include the JE Batch Id.

Resolved: Rename Backlog to Billings Backlog

Backlog in the overview tab has been renamed to Billings Backlog, currently backlog is based on the total price – total billed to determine what is remaining to be billed.

Code fix provided for overview tab of RC workbench.

Resolved: Events for Hold Are Not Getting Released and Event Process Program Ending Up with Error "ERROR: ORA-1722: Invalid Number"

When processing event to release hold, ALL_TAB_PKG API return unexpected error due to incorrect API signature.

Code fix provided ALL_TAB_PKG API.

Resolved: Consolidated Issues Related to Audit Trail Report

As part of QA testing, bugs were found related to Audit trail report which are addressed as part of this release.

Code fix for Audit Trail API and Report.

Resolved: RORD: INVOICE/CM ALREADY COLLECTED - Failed Collecting Line But Moved to History as Processed

Issue with processing RORD and SO Update in the same batch for the line, system without processing RORD moves it to history stage and set as processed.

Code fix provided for RC Collect API.

Resolved: MJE When Submitted for Approval Pending -Review Batch- Fields to be Grayed out

System allowing to edit the JE batch after submitting for approval.

Code fix provided MJE screen to restrict from editing after submitting for approval.

Resolved: Allocation Schedule Not Getting Created for Impairment Scenario on the Carve in Line

Missing allocation schedules related to impairment scenario for carve in line.

Code fix Impairment API.

Resolved: Issues Related POB Consolidate and Grouping Identifier

When grouping identifier and consolidate identifier is selected for a specific POB Rule together, when processing POB, system not able to apply the grouping correctly and moving the lines to AUTO POB.

Code fix provided for Apply POB Rules API.

Resolved: Collection Goes to Warning When an Updated SO Is Collected with Cancel Flag as Yes

When SO Cancellation is interfaced/uploaded with NULL for Functional and reporting exchange rate, data collection completes in warning.

Code fix provided for RC Collect API.

Resolved: SSP Within Range Is Not Working for VC

When line is set as Yes for Within SSP Range, and after applying VC manually through the UI, based on the adjusted transaction price (Allocatable Price), system still considering the original value to determine whether it is within ssp range or not, instead of considering the adjusted transaction price.

Code fix provided FV Allocation API.

Resolved: Release Lock Delete Option Should be Available for Other Roles Users

Release lock option is available to a specific role and user, instead of enabling it for all roles and users, based on the security the access can be revoked.

Code fix provided for Release Lock function to be available in security function.

Resolved: Manual JE Batch Should Not be Eligible for Delete After Submitted for Approval

System allowing to delete the MJE batch after submitting for approval.

Code fix provided MJE Batch screen to not display Delete option when submitted for approval.

Resolved: Cost Initial Entries Should Not Get Reversed For Cost upon Billing When an Updated SO Is Processed

When standard cost is processed as part of Invoice and release even tis upon billing, system creates the cost initial entries, however, when updated SO is consumed increasing the value of SO, system reversing the entire cost schedules instead of adjusting the change in the value.

Code fix provided for Cost Accounting API.

Resolved: Invoice Quantity Wrongly Calculated During Standalone Invoice Upload

When CM is uploaded with -20 as qty , after data collection the sales order shows -40 as inv qty, instead of displaying the quantity as -20, this has to do with create manual SO.

Code fix for RC Collect API.

Resolved: Accounting Detail Report- Invoice Qty field Is Duplicated

When defining a new layout for the report, system displays the field INV_QTY twice on the list of available fields.

Code fix provided to remove the duplicate field from the layout seed data.

Resolved: Make Comments Field Expandable on Notes and Attachments Tab

Currently the length and width of the comments field us fixed, instead of it to be expandable based on the length of the string.

Code fix provided Notes And Attachment tab of RC Workbench.

Resolved: Change Backlog to Billings Backlog

Backlog in the overview tab has been renamed to Billings Backlog, currently backlog is based on the total price – total billed to determine what is remaining to be billed.

Code fix provided for overview tab of RC workbench.

Resolved: Hold Level and Hold Name to be Made Available to Filter on the Transactions Tab

Transactions tab has not search option to check with lines have the holds applied.

Code fix provided for Transactions tab to display Hold Level and Hold Type to search within the transactions tab of workbench.

Resolved: Cannot Select ORD_QTY in SSP Formula

System not allowing to select the ORD_QTY field when defining expression for SSP.

Code fix provided for SSP formula page to display fields with data type QUANTITY.

Resolved: Account Schedule Name and Account Schedule Type Not Available in MJE/GL Interface Mapping

Missing Account Schedule Name and Schedule Type when defining MJE/GL interface mapping, the fields are missing in the source fields LOV.

Code fix provided for JE POST and GL POST View.

Resolved: Duplicate Invoice Line ID in Transaction Upload

System allowing to upload duplicate invoices when manually uploaded, it is expected to reject the file validating if duplicate invoices do exist.

Code fix provided for Upload API.

Release 3.3.0.1

The release 3.3.0.1 of Zuora RevPro includes the following new features, enhancements, and resolved issues.

Enhancement to Accounting Detail Report to Display Invoice #

As part of this release, accounting detail report is enhanced to display the invoice # associated with the accounting schedules which to indicate the billed schedules vs unbilled schedules.

Enhancement to RC Workbench to Suppress the Summary Fields Section 

Revenue contract workbench has been enhanced suppress the summary fields section on the overview tab.

Before: 

After: 

To hide the summary fields, new profile option introduced by the name DISPLAY_WB_HDR_SECTION,  when set to Yes, summary section will be displayed.

Enhancement to Forecast Background Job

Description for this enhancement.

Existing RevPro 3.0 Generate Forecast Process background job is enhanced to accept additional parameters where user can run the job.

  • POB Template
  • Forecast Template
  • Override Manual

POB Template: Program will identify the POB(s) which are associated with the POB Template name and generate forecast based on the forecast schedule assigned to the POB Template.

Forecast Template: This will filter the POB(s) which have the forecast template associated to generate the forecast.

Override Manual: When entered as Y, system will consider the forecast schedules which were manually uploaded and delete from the system and regenerate the forecast schedule based on the configuration else the transactions are not considered for systemic forecast generation.

Resolved: RevPro Programs/Jobs via Job Group Feature in RevPro - Job Group Is Failing

When one of the job within a job group fails, system fails processing for other jobs in the same job group.

Code fix provided for Job scheduler API.

Resolved: Bundle Should Split Unit Sell Price

System not calculating the sell price to allocate within the child lines when bundle explosion is performed based on the parent transaction.

Code fix provided for Bundle Explosion API.

Resolved: RORD Schedule Created Incorrectly in Case of Cumulative Catch-up

Incorrect RORD reversal schedules created when full cancellation is performed through RORD, system not considering the billed amount to be reversed along with unbilled amount.

Code fix provided RORD API.

Resolved: Duplicate Allocation Schedules Getting Created

This is the scenario where revenue is released based on billing, and when CM-C is processed to cancel the invoice, system not reversing the allocation schedules, due to which when rebill invoice is processed system creates allocation schedules based on rebill invoice which leads to duplicate allocation schedules.

Code fix provided to FV Allocation API.

Resolved: Issue Related to Flagging of Within SSP Range for Formulae Based SSP

When SSP is derived based on formula, system not flagging the within ssp range flag correctly.

Code fix provided FV Allocation API.

Resolved: Issue Related to Close RC Functionality

When an RC is closed, upon collecting of new lines, system allowing to link the lines to the closed RC instead of creating a new RC.

Code fix provided for RC Collect API.

Resolved: Missing Stage Handlers for Bundle Upload Configuration

Stage handler missing before validating the bundle configuration during upload.

Code fix provided to include the stage handler related to Bundle Upload API.

Resolved: Number of Invoice Lines Total Not Shown When CM Is Loaded

Overview tab in the RC workbench shows incorrect invoice lines when dummy SO lines are created using manual credit memo load.

Code fix provided for Overview page of RC workbench.

Resolved: RC Level Holds Not Displaying in Workbench

If RC level hold is applied then user cannot see it on workbench.

Code fix provided for RC Hold page in RC workbench.

Resolved: Manage Mass Actions Download File Data Does Not Include the Same Columns as What Is Displayed in the 'Review Data' Tab in Manage Mass Actions UI

Issue with download option available in the Mass Action UI, when data is downloaded, not all the columns are downloaded from the UI.

Code fix provided for Mass Action download API.

Resolved: Bundle Should Split Unit List Price

System not calculating list price to allocate within the child lines when bundle explosion is performed based on the parent transaction.

Code fix provided for Bundle Explosion API.

Resolved: RevPro Programs/Jobs via Job Group Feature in RevPro

System not allowing to define the same job again in the job group.

Code fix provided for Job group page.

Resolved: Suppress Impairment Process When ENABLE_ALLOCATIONS Profile Is Disabled

System calculating impairment and creating impairment accounting when allocations are disabled.

Code fix provided for Impairment API.

Resolved: Functional and Reporting Exchange Rate Are Getting Set to 'NULL' After SO Update Is Performed

When SO update is processed, system resets functional and reporting exchange rate to NULL when there is no value available on the SO line.

Code fix provided for RC Collect API.

Known Issues and Limitations

This section provides a summary of known issues and limitations in the Zuora RevPro application. 

Pre-requisites and System Requirements

The minimum patch set level that is required to apply this patch is 3.2.3.0.

Upgrade Path

RevPro being a product offering will be maintained in terms of bug fixes and feature/functionality additions on an ongoing basis. These are delivered to the customers in the form of support packs. These Support packs will be available for the customers in their own Zuora customer portals provided. Customers need to login into their own portal and download the patches for installing it.

Testing Strategy Recommendations 

In any upgrade situations, Zuora recommends installing the Support packs in a Test or a QA instance and identify the impact of the patches rom a business process perspective and only then transport to Production instance.

Other Impacts

No other impacts identified in the patch.

Last modified
18:26, 13 Sep 2017

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