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Knowledge Center > What's New > Previous Zuora Releases > 2014 New Features > May 2014 - New Features

May 2014 - New Features

Table of contents
  1. Overview
    1. Released Versions
    2. Highlights by Zuora Keys
    3. Zuora for Salesforce Release (Q1 2014)
  2. New Zuora Features and Enhancements
    1. Billing
      1. New Avalara Integration Provides Real Time Tax Calculation
      2. New Permission for Managing Subscriptions and Amendments 
      3. Improved Messaging on Usage Import
    2. Commerce
      1. A New Category of Roles for Z-Commerce
      2. A New Role-level Permission for Managing Zuora 360
      3. A New Role-level Permission for Running 360 Sync Cleanup
      4. The UsageRecordRatingOption Field Now Supported on the ProductRatePlanCharge API Object
      5. Automatic Switch from Real-time Sync to Turbo Sync When the Event Processing Latency is Too High
    3. Payments
      1. CyberSource Upgrade
      2. CyberSource Processor-specific Setting: Recurring Flag for Atos Processor
      3. Support for Non-referenced Refund Through CyberSource Token Gateway
      4. Recurring Flag for Global Collect 
      5. Support Payment Gateway Instance Name in the Payment API Object
      6. Support Payment Gateway Instance Name in the Payment Export Data Source
      7. Usability Enhancements to Payment Operations
      8. Litle & Co. Payment Gateway: Support for Additional Test Environments
      9. Chase Paymentech Orbital Gateway: Order ID Includes the Whole Payment Number/Refund Number
    4. Platform
      1. Enhanced Security with Two-factor Authentication
  3. Zuora APIs
    1. SOAP API
      1. WSDL Version
  4. Resolved Issues
    1. Billing
      1. Incorrect CMRR when quantity on tier is zero and charge price is a positive value
    2. Commerce
      1. Edit Price in multi-currency does not save changes
    3. Finance
      1. Trial Balance Summary incorrectly Included Deleted Taxes on Invoice Items
    4. Payment
      1. Declined credit card notification email contains an incorrect credit card expiration date
  5. Zuora Knowledge Center
    1. Content Reorg
    2. New Icons
    3. Customer-reported Improvements to Articles
  6. Maintenance Release 176.1
    1. Payment
      1. Netsuite payments sync failed for some draft payments
  7. Maintenance Release 176.2

Overview

Welcome to the Zuora May 2014 Release (R176, R176.1, R176.2). This release includes new features, enhancements, resolved issues, and improvements to the Knowledge Center.

Released Versions

Environment Current Product Version Release Date Current WSDL
Production R176.2 May 29, 2014 56.0
API Sandbox R176.2 May 28, 2014 56.0

See Version Information for more version information.

Highlights by Zuora Keys

  • PRICE: Support for the UsageRecordRatingOption field on the ProductRatePlanCharge object
  • ACQUIRE: New category of roles for managing Z-Commerce | New permission for Sync Cleanup  | New permission for managing Z-360
  • BILL: New permission for managing subscriptions and amendments |  Enhanced messaging on usage notifications
  • COLLECT:  Cybersource API upgrade | Cybersource token support for non-referenced refunds | Additional support for Litle & Co. test environments  | Enhanced how PaymentNumber/RefundNumber is passed to Chase Paymentech
  • NURTURE: Auto-switch from Real-time sync to turbo sync with high latency
  • SCALE: New support for 2-factor authentication

Zuora for Salesforce Release (Q1 2014)

See Zuora for Salesforce Quotes Q1 2014 Release Notes and Zuora 360 Q1 2014 Release Notes for details.

New Zuora Features and Enhancements

Billing

New Avalara Integration Provides Real Time Tax Calculation

Zuora is now integrated with the third party tax engine, Avalara, which allows you to easily calculate and report tax rates for multiple tax jurisdictions using up-to-the-minute tax rate data. Avalara is especially useful if you have nexus in multiple tax locations, as it helps you to avoid updating thousands of tax rates every month.

By connecting your Zuora tenant to Avalara you can:

  • Calculate tax rates in bill runs.
  • Calculate real-time tax rates in all SOAP and REST API calls that generate an invoice.
  • Preview real-time taxes in SOAP and REST API calls.

To find out more, see our new Avalara Integration guide.

This feature is in Controlled ReleaseSubmit a request at Zuora Global Support to get this feature enabled for your tenant.

New Permission for Managing Subscriptions and Amendments 

A new permission for subscription and amendments is now available: 

Change Permissions Impact Implementation

New

Manage Subscriptions/Amendments

Users with this permission can do the following:

  • Create, edit, and delete subscriptions
  • Create, edit, make existing draft amendments effective, and delete amendments
New permissions are selected by default. Your tenant administrator must explicitly remove new permissions from users.
 

Users without this permission can only view and download. An error message is returned if Zuora platform users and Zuora API users try to perform actions for which they do not have permission.

See Z-Billing Roles for more information.

Improved Messaging on Usage Import

We have enhanced the user interface text for the usage import notification. The message has been changed from: 

For usage import results, please setup the appropriate notification or use the appropriate API call.

to:

For usage import results, please setup the appropriate Import Notification or use the appropriate API call.

Commerce

A New Category of Roles for Z-Commerce

A new role category for Z-Commerce was added in Manage User Roles under the Administration Settings. On the Manage Roles page, you can select a new drop-down option, Z-Commerce, to manage permissions for the Z-Commerce users.

Under the Z-Commerce category, there are two new roles:

  • Z-Commerce Standard User
  • Z-Commerce Admin User

Users in the Z-Commerce Admin User role can:

  • Configure 360 Sync credentials.
  • Start and cancel 360 Sync sessions between Zuora and Salesforce.
  • View Sync History.
  • Run 360 Sync Clean Up.

Users in the Z-Commerce Standard User role can:

  • Configure 360 Sync credentials.
  • Start and cancel 360 Sync sessions between Zuora and Salesforce.
  • View Sync History.

When this is rolled out as part of R176, all users will receive the Administrator Role, by default, to preserve previous behavior. 

See Z-Commerce Roles for more information.

A New Role-level Permission for Managing Zuora 360

A new permission, Manage 360 Sync, was added to allow a user role to modify Salesforce credentials, sync, or cancel syncs between Zuora and Salesforce.

See Z-Commerce Roles for more information.

A New Role-level Permission for Running 360 Sync Cleanup

A new permission, Allow Clean Up, was added to allow a user role to run sync cleanups of the Accounts and Product Catalog between Zuora and Salesforce.

Starting in this release, the users with the "Allow Clean Up" permission can run Product Catalog Clean Up. You no longer need to contact Zuora Support to enable the Product Catalog Sync operation.

See Z-Commerce Roles for more information.

The UsageRecordRatingOption Field Now Supported on the ProductRatePlanCharge API Object

On-demand usage rating was enhanced. The UsageRecordRatingOption field available on the RatePlanCharge object is now also available on the ProductRatePlanCharge object. 

This new field is available in WSDL version 56.0.

See ProductRatePlanCharge for more information about the newly added field.

Automatic Switch from Real-time Sync to Turbo Sync When the Event Processing Latency is Too High

When the event processing latency of Real-time Sync event is too high, Real-time sync is automatically switched to Turbo Sync. For example, when a bulk operation, such as  Bill or Payment Run is performed, Real-time Sync will automatically switch to Turbo Sync and save your tenant's API limits. When a switch from Real-time Sync to Turbo Sync happens, you get a message in UI and a log entry in Sync History.

See Real-Time Sync for detail information about this enhancement.

Payments

CyberSource Upgrade

We have upgraded to CyberSource Simple Order API version 1.97. This contains many enhancements, including support for ACH payments through Telecheck. 

See CyberSource Payment Gateway for more information.

CyberSource Processor-specific Setting: Recurring Flag for Atos Processor

We have added a recurring flag to CyberSource for the Atos processor. Select this option only when the Commerce Indicator is set to Recurring.

Support for Non-referenced Refund Through CyberSource Token Gateway

We now support non-reference refunds for the CreditCardReferenceTransaction payment method. The CyberSource Token Gateway must be enabled the Zuora tenant administrator.

Recurring Flag for Global Collect 

We have added a recurring flag to Global Collect. When recurring is enabled, the recurring flag is sent to Global Collect.

Support Payment Gateway Instance Name in the Payment API Object

The new Gateway field was added to the Payment SOAP API object. This field returns the name of the gateway instance for the payment.

See Payment for more information on the newly added field.

Support Payment Gateway Instance Name in the Payment Export Data Source

A new field for the payment gateway name is now available in the Payment Export Data Source. This new field, called "gateway", specifies the name of the gateway instance used for each payment transaction.

Usability Enhancements to Payment Operations

A number of usability improvements were made in the Payments Operations areas:

The following Zuora UI pages were enhanced with sections and fields added and re-organized:

  • Payment Create Page
  • Payment Detail page
  • Refund Delete

See Creating PaymentsReviewing and Editing Payments, and Deleting Refunds for more information about the updated pages and the new functions.

Litle & Co. Payment Gateway: Support for Additional Test Environments

Litle & Co. has split the certification/testing environment into separate environments, Pre-Live and and Post-Live, and optimized each environment for different uses. Starting from the 176 Release, Zuora supports the Pre-Live environment as well as the Post-Live and the Production environments. You can create new Litle & Co. gateway instances or modify existing ones with their Pre-Live credentials.

Your Litle test and production instances created before this change will still work with the same environment setting. The test instances will point to the Post-Live environment with their existing Merchant Id. 

Litle & Co. Updater is not affected by this change.

See Litle Payment Gateway for information about accessing the testing environments of Litle & Co. Payment Gateway.

Chase Paymentech Orbital Gateway: Order ID Includes the Whole Payment Number/Refund Number

When submitting a payment to Chase Paymentech Orbital Gateway, we now submit the whole payment number, including the "P-" prefix.

This enhancement should improve your ability to reconcile payments between Zuora and Chase Paymentech without the need for any data manipulation. 

Platform

Enhanced Security with Two-factor Authentication

We've enhanced log in security with Two-factor Authentication (2FA). 2FA is a system which uses two different forms of user authentication, providing a higher level of authentication consisting of the following:

  1. A user-selected password
  2. A randomly generated code delivered to a mobile device through SMS or an authentication application

Zuora tenant administrators can enable Two-factor Authentication for tenants through  Administration Settings > Security Policies. Once Two-factor authentication has been enabled for your tenant, all users within the tenant will be forced to enter an authentication code after logging into Zuora with their Zuora username and password.

See Two-Factor Authentication for more information.

Zuora APIs

SOAP API

WSDL Version

For Release 176, the WSDL version is 56.0. See The Zuora WSDL for information about downloading the current version.​

Resolved Issues

The following issues were resolved for this release.

Billing

Incorrect CMRR when quantity on tier is zero and charge price is a positive value

For recurring charges with tier or volume pricing model, if quantity of charge was 0, the total amount charge and the CMRR of that subscription did not reflect the correct value. This issue has been resolved and now reflects the correct value.

Commerce

Edit Price in multi-currency does not save changes

The Edit price in multi-currency feature did not allow you to save changes. The issue has been resolved. You can save after you edit the price in multi-currency.

Finance

Trial Balance Summary incorrectly Included Deleted Taxes on Invoice Items

The Trial Balance Summary no longer includes deleted taxes on Invoice Items. Run the Trial Balance again to generate a correct summary without deleted tax information.

Payment

Declined credit card notification email contains an incorrect credit card expiration date

Incorrect credit card expiration date showed in payment decline notifications when the day portion of the payment decline date
did not exist in the credit card expiration month. For example, if a payment was declined on May 31, and the credit card expiration date was "April 2015," the decline notification would have "May 2015" as the credit card expiration date.

The issue has been resolved. The correct credit card expiration date appears in the payment decline notification email. 

Zuora Knowledge Center

We made a few user experience enhancements to the Knowledge Center:

Content Reorg

We are moving content around a bit to reduce the browsing levels in the left navigation panel. These changes will reduce the number of clicks - giving you more direct access to content. Be sure to update your browser bookmarks.

New Icons

We've refreshed our visual cues on notations.

Icon Description
Note icon Used to indicate helpful information, such nice-to-know or usage tips.
Important icon Used to highlight important information, such as release information.
Zuora Recommends icon Used when we make a recommendation for improved usage or to suggest a best practice.
Roles and Permissions icon Used to indicate the user role or permission required to perform an action.

Customer-reported Improvements to Articles

We updated the following Knowledge Center articles based on customer-reported feedback:

Maintenance Release 176.1

This maintenance release includes the following resolved issue and internal fixes.

  • Production release, May 26, 2014
  • API Sandbox release, May 25, 2014

Payment

Netsuite payments sync failed for some draft payments

The following error occurred when making a SOAP API call to update the draft payment's Status to 'Processed' and TransferredToAccounting to 'Yes': 

The Payment has been transferred to accounting and cannot be changed.

This error prevented syncing payments from Netsuite to Zuora. 

Maintenance Release 176.2

This maintenance release includes internal fixes.

  • Production release, May 29, 2014
  • API Sandbox release, May 28, 2014
Last modified
16:30, 12 Feb 2015

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