We are pleased to provide you with a summary of our December 2011 release, including new features and resolved issues.
This release includes the following new features and enhancements.
The following features have been added to Zuora Billing and Payments.
This is a controlled release feature. Contact Zuora Global Support to learn more about enabling this feature.
Zuora has enhanced its payment method updater feature to now support the CyberSource Account Updater. Zuora's payment method updater feature allows Zuora customers to use either Litle & Co.'s or CyberSource's account updater services to automatically receive updated credit card information directly in Zuora. Customer's interested in using the payment method updater feature must first register for the account updater services with either Litle & Co. or CyberSource. Account updater is a valuable service to businesses with a recurring billing model since credit cards stored for recurring payments often change over time and failure to update those cards can result in failed payments and lost revenue.
The payment method updater in Zuora works with your selected account updater provider (either CyberSource or Litle & Co.) to update the Visa and MasterCard default payment methods in Zuora. Updates to the payment method include new account numbers, expiration dates, and card holder information. What's great about the payment method updater is that there are no files for you to manage and no manual updates you need to make - it's all handled seamlessly by your account updater provider and Zuora.
The Zuora payment method updater:
For the CyberSource Account Updater, Zuora provides a monitor to perform the following tasks:
If you would like to use the CyberSource Payment Method Updater, contact Zuora Global Support to enable this feature in your tenant. Once this feature has been enabled, navigate to Z-Payment Settings > Setup Payment Method Updater to configure the payment method updater feature.
We continue to release more data sources that allow you to customize the fields you would like to extract. You can also use data sources to combine key objects into a single dataset that can be accessed via the Zuora interface or via APIs.
In this release, we have added the Invoice Adjustment data source.
To use the new data source, navigate to Z-Reporting > Reporting, then select the Data Sources tab.
In this release, we have updated the Subscription and Invoice reporting functionality. We have made changes to improve performance and make the reports easier to use. These reports now use data sources to generate the report information.
The required fields have not changed, but we have added an export file history list. You can use this to view information about previous export files.
In the new Invoice report export files, fields with the value
null will be displayed as empty fields (instead of displaying a
- character or
We have made the following changes to the Subscription report export files:
The export file has the comma-separated value (
.csv) extension, instead of
.xls. The file will be named
RatePlan.csv, because the data source query is run on the RatePlan object.
nullwill be displayed as empty fields (instead of displaying a
The following limitations apply to the new reports:
In the November release, we removed the Import Product Catalog and Export Product Catalog links in the Zuora interface. In this release, we have replaced the links for users who depend on them for their workflow.
Zuora recommends that you export the product catalog manually by building a custom export:
Product Rate Plan Chargefrom the Data Source list.
See Data Source Exports for more information about using data sources.
The following features have been added to Zuora Commerce.
Zuora is pleased to announce the Z-Payments Page feature. Z-Payments Page is a hosted iframe that can be embedded in a website to allow you to create payment methods.
This is a controlled release feature. Contact Zuora Global Support to learn more about enabling and using this feature.
The Z-Payments Page feature provides the following benefits:
See Z-Payments Page for detailed information about configuring and using this feature.
We have made the following improvements to Z-Force for this release. You must upgrade your current Z-Force package to use these new features. See Upgrading Z-Force 360 and Upgrading Z-Force Quotes for more information.
The current version of Z-Force Quotes is 5.2.
In this release, we have added the ability to view invoice PDFs in Z-Force without having to log in to Zuora. This is a feature for Z-Force 360. See Viewing Invoice PDFs for information about configuring and using this feature.
If you do not log in, Z-Force 360 will use the login credentials specified in the Connection Settings tab.
In this release, we have added a new feature for Z-Force Quotes to enable consolidated pipeline reporting on new subscriptions, amendments, and renewals at the Quote Charge level.
We have added two new custom report types:
Use the configuration option Enable Consolidated Charge-level Reporting to access this feature.
See Populate the Z-Quote Configuration Tab in Salesforce.com for information about setting this option.
You must make the following apex classes accessible to any profile that accesses the Z-Quotes Config tab, to enable data migration for Consolidated Charge-level Reports.
After configuring Enable Consolidated Charge-level Reports, a background process runs and gathers the data for Opportunity Products Pipeline Reports. The time required to complete the process depends on the amount of existing quote charge data in the Salesforce. The report may not produce accurate results until the process is completed.
In this release, customer account hierarchy information is synced to Zuora at the Billing Account level, providing you with the ability to traverse the customer account parent-child relationships inside Salesforce. This is a new feature for Z-Force 360, and you must upgrade Z-Force 360 to use this feature.
Z-Force 360 users can view and navigate to a Billing Account's parent from the Account Detail page. In addition, users can view all Child Billing Accounts in a related-list on the Billing Account Detail page.
You must have Customer Hierarchy enabled in your Zuora tenant to be able to use this feature.
Customer hierarchy data for all billing accounts will be synced in the first full or incremental sync after upgrade. You must add the new Parent field and the Child Billing Accounts related list to the billing account layout manually after upgrading Z-Force 360.
The following features have been added to the Zuora API.
The Zuora WSDL has been updated to version 36.0 See Zuora WSDL for information about downloading the latest version.
The following issues were resolved in this release.
The following issues were fixed in Z-Billing and Z-Payments.
In previous releases, Zuora did not display a warning if a user specified a name for ProductRatePlanCharge greater than the maximum allowed length.
In this release, we have added a message to warn you when the name is longer than 80 characters. Zuora can add additional text to the charge name for charges of type proration, prepayment, credit back, or overage. Because of this, Zuora recommends that you specify names 80 characters or less in length when creating charges.
In previous releases, data sources would display incorrect date formats for users who were configured to use locales other than the US.
This has been fixed in this release.