We are pleased to provide you with a summary of our May, 2010 release.
We made the process of creating subscriptions less error-prone with our new subscription preview feature. During the process of subscription entry, you may now see a preview of the invoice charges that would be generated by the subscription, so that you can correct any errors before activating the subscription. Subscriptions can be previewed across any timeframe, and usage values may be entered to simulate usage charge calculation. We recommend that new subscriptions be previewed before activation to more easily correct entry errors. The subscription preview feature may be seen by entering a subscription, then clicking Save and Preview, or by viewing a draft subscription and clicking More, then Preview.
Administrators may now deactivate users (or reactivate them) using the administrative settings. Deactivated users will no longer be able to access their accounts in Z-Billing. To deactivate a user, go to Settings > Administration Settings > Manage Users > <click on username that should be deactivated> > Deactivate User.
We have streamlined the payment entry process to eliminate errors and improve usability. In most cases, you should be able to process your payment with just a single click. Payment entry and allocation across invoices are now combined into a single step which makes available all the relevant information for entering amounts on a single screen. In addition, we improved usability by defaulting the payment method to the account’s default payment method and defaulting the amount of the payment to the balance of all outstanding invoices on the account.
We continue to expand our electronic payment methods. Users of the Chase/Paymentech gateway can now accept ACH payments, which allow customers to pay by submitting banking information instead of sending checks.
To improve auditing and reconciliation we have expanded the information that is sent over to the PayPal gateway when processing payments, including the customer number, PO number, Bill to Contact and Sold to Contact Information. See Payment Information Sent to Payment Gateways for a full list of fields that are passed to PayPal. You can now also view the Secondary Gateway Reference ID in the payment export, which will show the PPREF value for those payments that are processed through PayPal.
We made a number of improvements to the Z-Commerce API, greatly improving the amount of data available, and improving consistency across the platform.
Some of the major changes include:
Please note: This change applies to all versions of the API and previous behavior is not maintained.
With the May 2010 Release, cursors for the queryMore() call will expire after 15 minutes of inactivity. Any queryMore() requests made with expired cursors return will return an INVALID_CURSOR fault.
With this release you can now query additional key dates on the subscription, including the Contract Effective, Service Activation, Customer Acceptance, Subscription Start, Subscription End, and Term End dates. In addition, the Last Invoice Date is available on an Account, and you may now query additional information on an electronic payment method, including the Last Failed Sale Transaction Date, and the Number of Consecutive Failures.
We added many additional fields to allow greater visibility into the product catalog. Some of the additional fields that we added include: Billing Period, Billing Period Alignment, Billing Period Start, Trigger Event, Revenue Recognition fields, and Tax fields. Audit Fields Query You may now query objects for audit fields, to determine when the record was created, last updated, and the ID of the user who created and made the last update to the record. For a full list of the specific changes to the API, please see the Zuora API Documentation.