Release Notes for Zuora Release 233, October 2018

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Release Notes for Zuora Release 233, October 2018

Welcome to the release notes for Zuora Release 233 (R233), October 2018. This release includes new Zuora features, enhancements, resolved issues, and improvements to the Knowledge Center.

For more information about the current product version, see Product Versions and Release Dates.

Release Schedule

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Highlights

  • Sequential Billing Document Number
  • Localization Support for Credit and Debit Memos 
  • Gateway Reconciliation Supported by Gulf Management Systems Gateway Integration
  • Enhancement on Vantiv (Now Worldpay) Payment Gateway Integration

REST API

See API Changelog for a summary of REST API updates and documentation updates in the API Reference.

Billing

Sequential Billing Document Number

The Sequential Billing Document Number feature is in Limited Availability. If you wish to have access to the feature, submit a request at Zuora Global Support.

You can now control when to generate a sequential number for a billing document, either upon document generation or upon document posting. Billing documents include invoices, credit memos, and debit memos.

To use this feature, set the "Setting determine when the document will be assigned a number from the official document sequence" billing rule. By default, Upon document generation is selected. See Define Billing Rules for more information.

If this feature is enabled, the integration ID mapping between Zuora and Avalara becomes different. See Integration ID Mapping between Zuora and Avalara for more information.

Localization Support for Credit and Debit Memos

This feature is available only if you have the Invoice Settlement feature and Billing Document Localization feature enabled. Both the Invoice Settlement feature and Billing Document Localization feature are in Limited Availability. If you wish to have access to the feature, submit a request at Zuora Global Support.

Starting from this release, Zuora supports the localization of Word and PDF files generated for credit and debit memos. 

The Invoice Localization feature is now called the Billing Document Localization feature. This feature has been enhanced to control the localization support for files generated for all billing documents, including invoices, credit memos, and debit memos. The supported languages for credit and debit memos are the same as those for invoices.

See Support Multiple Languages in Invoice Template for more information.

Changes of Reason Codes Configured in Invoice Settlement Migration

The Invoice Settlement feature is in Limited Availability. This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you wish to have access to the feature, submit a request at Zuora Global Support

In the Invoice Settlement migration, different reason codes are now used for credit memos created from negative posted invoices and for those created from credit balance.

  • Reason code for credit memos created from negative posted invoices: AR Mig - negative invoice
  • Reason code for credit memos created from credit balance: AR Mig - credit balance

You can view detailed reason codes from the Reason Code field on the credit memo details page through the Zuora user interface.

Payments

Gateway Reconciliation Supported by Gulf Management Systems Gateway Integration

Gateway Reconciliation is now supported by the Gulf Management Systems gateway integration. The following Gateway Reconciliation operations are now supported for ACH transactions: 

  • Payment Settlement
  • Payment Rejection
  • Refund Settlement

See Gulf Management Systems Payment Gateway for more information.

Enhancement on Vantiv (Now Worldpay) Payment Gateway Integration

Zuora enhances the Vantiv (Now Worldpay) payment gateway integration in this release. More payment methods are supported and more functions are available to you.
The following payment methods are now supported by this integration:

  • Credit Card
  • ACH
  • Credit Card Reference Transactions
  • Apple Pay

The following settings are now available in the Vantiv (Now Worldpay) payment gateway configuration page:

  • Enable Level 2
  • Enable Level 3
  • Enable 3D Secure
  • Enable Descriptor/Custom Billing Support
  • Merchant Phone Number

See Vantiv (Now Worldpay) Payment Gateway for more information.

Connect Marketplace

See Zuora Connect Release Notes for detailed information about Connect new features, enhancements, and documentation updates.

Zuora CPQ Release

The following articles describe the latest features of Zuora CPQ:

Analytics

Deprecation of Data Exports

The Data Exports feature (Reporting > Data Exports) is now deprecated and will not be enabled in new Zuora tenants. If your Zuora tenant was provisioned before this release, you can continue to use the Data Exports feature.

If the Data Exports feature is not enabled in your Zuora tenant, contact Zuora Global Support to request access to the feature.

The Data Exports feature does not include all export links within the Zuora user interface. If the Data Exports feature is not enabled in your Zuora tenant, you can use some export links to directly download data from your Zuora tenant. See Data Exports for more information.

Reporting and Insights Release Notes

The following articles describe the latest features of Zuora Reporting and the Zuora Insights add-on:

SOAP API

Current WSDL version: 91

See Zuora WSDL for information on how to check your version and download the latest version.

SOAP API Change History

See Zuora SOAP API Version History for a summary of updates made to the SOAP API in recent Zuora releases.

Knowledge Center

We have updated the following Knowledge Center articles based on your feedback:

  • Zuora Business Object Model: Explained that additional objects are available and Amendment objects are not available if the Orders feature is enabled.
  • Zuora CPQ Object Model: Explained that the available objects and their relationships are different if the Orders feature is enabled, and linked to further information.
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