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Knowledge Center > What's New > Previous Zuora Releases > 2012 New Features > September 2012 New Features

September 2012 New Features

Overview

We are pleased to provide you with a summary of our September 2012 release (R156), including new features and resolved issues.

New Features

This release includes the following new features and enhancements.

Zuora Billing and Payments

The following features have been added to Z-Billing and Z-Payments.

Export product catalog permission

In this release, all tenants can see and use the Export Product Catalog link on the right sidebar of the Product Catalog List page, and the Product Catalog Sheet option in the Export Data list on the Reports > Exports page. This feature used to require permissions.

See Export Your Product Catalog for more information about using this feature. 

Filter invoice PDF exports by delivery preference

In this release, we have added the ability to filter by a customer's invoice delivery preferences (Print, Email, or both) when exporting Invoice PDF files (via the Reports > Exports page).  This enhancement should be particularly helpful for merchants who deliver invoices to end customers in both print and email formats, and who have a periodic need to export only invoices fitting a specific format type -- for example, to exclusively export the PDF invoices from a bill run that should be printed for delivery via postal mail.

See Exports Report for more information about the invoice exports available in Zuora. 

Individual usage rating

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

In this release, we have added the ability to rate usage charges individually when generating an invoice in a bill run. Previously, the behavior in Zuora (and still the default behavior) has been to aggregate uploaded usage records with the same unit of measure together and then apply charge rating to that aggregate number.

With this enhancement, merchants now have the option to rate each uploaded usage record individually and display the rating amount on a line-by-line basis in the Usage Details section of the Invoice PDF (via a new, optional Usage.RatingAmount merge field). This enhancement can be beneficial in telecommunications use cases, for example, where merchants need to show end customers the actual charge for each individual line item of usage.

See Usage for more information about usage in Zuora. 

Inclusive tax

In this release, for merchants using Zuora's Z-Tax module, we have added the ability to define taxable charges as being inclusive of tax. Previously, the only behavior supported within Z-Tax was the definition of charges exclusive of tax.

With this enhancement, when defining a product catalog charge that is taxable, merchants will see a new Tax Mode option that has options of Tax Exclusive and Tax Inclusive that can be selected.

This enhancement should be particularly beneficial for merchants in Europe, Australia and New Zealand that charge using VAT-inclusive taxes (to include the tax amount when quoting service prices, rather than adding tax to the quoted price).

Please note that inclusive tax is currently not supported for Z-Tax tax codes with multiple tax rates or flat fee taxes. In addition, inclusive tax is currently not supported on discount charges.

See Associate Tax Codes to Product Charges and Set the Tax Mode for more information about using this feature. 

New currency rounding options

In this release, we have enhanced the rounding options that a merchant can apply to any individual currency. Two new rounding options have been added:

  • Rounding Mode: allows for definition of whether a currency should be rounded Down, Up, or Half Up. Previously, Zuora always used Half Up rounding on all currencies (e.g., where 3.49 is rounded to 3 and 3.50 is rounded to 4). The new Down and Up options should be beneficial for merchants who must use a different rounding mode for a particular currency (e.g., in Japan, it is often the case that currency values are rounded Down to the nearest Yen).
  • Rounding Increment: allows for definition of the currency increment used for rounding. Previously, Zuora always rounded to the nearest 0.01 (cent). This new option should be beneficial for merchants working with currencies that do not round to the nearest cent (e.g., Swiss francs are typically rounded to the nearest 5 cents).

These new rounding options are configurable on a per-currency basis via Z-Billing Settings > Customize Currencies.

See Customize Currencies for more information. 

Zuora Finance

The following features have been added to Zuora Finance.

Z-Finance

We have made the following improvements to Z-Finance for this release.

Accounting Close Aging Balances

In this release, we provide accounts receivable aging balance information as part of your accounting period close process. Accounts receivable aging categorizes a company's accounts receivable into different buckets based on the length of time an invoice has been past due. With this feature, Zuora now includes summaries of billing, cash, and aging balance information in your accounting period summary.

Open the Summary tab from the Accounting Period View page. You can download the aging details report file from the new section, Accounts Receivable Aging. You must run a trial balance or close the accounting period before the report is available.

Only users with the Z-Finance Access permission can use this feature.

See Run a trial balance for more information about using this feature. 

Configuration of aging buckets

In this release, we have added the ability for users to customize aging buckets to fit their business needs. You can configure aging buckets based on the length of time an invoice has been past due. Z-Finance uses these customized aging buckets to generate Accounting Close Aging Balances information.

Open the Z-Finance Settings page to configure aging buckets. By default, Z-Finance includes six pre-configured aging buckets.

Only users with Z-Finance Access permission can use this feature.

See Run a trial balance for more information about using this feature. 

Z-Suite

We have made the following improvements to Z-Suite for this release.

Invoice Rev Rec Start and End Date Options

We have added a new Zuora Charge list value Use NetSuite Rev Rec Template for the Product Rate Plan Charge fields NetSuite Revenue Recognition Start Date and NetSuite Revenue Recognition End Date. If you select this value, no rev rec date value (start date, end date, or both) will be mapped to NetSuite. This allows NetSuite to calculate the dates based on the configuration of the rev rec template within NetSuite. You can configure these fields independently. For example, you could choose to sync the start date but not the end date.

Zuora API

The following features have been added to the Zuora API. 

WSDL Version

The Zuora WSDL has been updated to version 42.0. See The Zuora WSDL for information about downloading the latest version. 

External payment support in the subscribe() and amend() calls

In this release,  we've added support for external payment methods when you use the subscribe() and amend() calls. You can create or change a subscription and mark its invoice as already paid. You're essentially linking a payment that you've already received to an invoice. This feature is equivalent to using the web-based UI to process a manual payment.

Multiple operations in a single amend() call

In this release, you can send up to three amendments in a single amend() call. For example, if you want to downgrade a subscription, you can now send the amendment to remove the existing rate plan and send the amendment to add a new rate plan in the same amend() call. Previously, you had to send separate amendments to remove the rate plan and to add the new rate plan.

Customers often ask how their subscriptions might change when they ask to upgrade or downgrade their subscriptions when it's time to renew. Let's say that a customer, Lucia, calls to ask to upgrade her subscription to a higher usage rate. Before committing to the new subscription, she wants you to tell her what her new charges are with the upgrade. You send a single amend() call that sends two Amendment objects. The first Amendment object removes her existing rate plan. The second Amendment object adds her new rate plan. In the same call, you turn on the preview option to provide a quote for the amended subscription without applying the changes yet. You tell Lucia what her new charges are. Lucia makes her decision based on your quote, and then you implement her changes by sending the amend() call with two Amendment objects again, this time without the preview option. 

See amend() for more information about this feature. 

Resolved Issues

The following issues were resolved in this release.

Billing and Payments

The following issues were fixed in Z-Billing and Z-Payments.

Resend failed notifications

If a notification triggered a failed callout, there was no way to retrigger that callout.

We have fixed this issue in this release. Contact Zuora Global Support to resend failed callouts.

Finance

The following issues were fixed in Z-Suite.

DE9857 Improve error reporting for unexpected Zuora API SOAP faults

Capture actual error message for SOAP faults such as "You do not have API write access enabled" in the Z-Suite logs for visibility.

Patch 156.1

The R156.1 release (September 18, 2012) includes internal operational fixes.

Patch 156.2

The following issues are resolved in the R156.2 release (September 27, 2012):

DE9877: Slow query when cancelling invoices with discount charges

This defect affected customers who cancelled invoices that included a large number of discount charges.

This fix increases the speed of the invoice cancellation operation. 

DE10073: PayPal payments failed with "Failed to connect" error

Customers using the PayPal gateway to process payments could receive the following error:

-1 -- Failed to connect to host Input Server Uri= https://payflowpro.paypal.com:443

This patch resolves the issue.

DE10078: Account.Balance merge field decimal display errors

The Account.Balance merge field in the email notification template would drop trailing 0s when displaying a balance. For example, the value 320.50 would be displayed as 320.5

This patch resolves the issue.

DE10096: SafeNet NoClassDefFoundError

In some cases, API calls would return a java.lang.NoClassDefFoundError error.

This patch resolves the issue.

Patch 156.3

The R156.3 release (October 10, 2012) includes internal operational fixes.

Last modified
12:48, 15 Feb 2015

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