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Zuora Quotes Version 8 Release Notes

Table of contents
  1. Major Release 8.0 (Release Date: 2016-11-29)
    1. New Features and Enhancements
      1. Bundling in General Availability
        1. Advanced Product Packaging with Bundle Support 
        2. Product Catalog Sync from Zuora Quotes
          1. Enabling the Bundling Controls Product Catalog Sync Between Zuora and Salesforce 
      2. Zuora Rules Engine in General Availability
        1. Custom Action Support in Zuora Rules Engine
      3. Salesforce Lightning Certified UI
        1. FooterBar Component
        2. Enhanced Navigation in Guided Selling
      4. Quote Charge Deprecated
    2. Resolved Issues
      1. Error from Product Catalog Sync After Upgrading to Quotes 7.4
      2. Display All Volume Pricing Tiers in Salesforce Product Catalog
  2. Maintenance Release 8.1 (Release Date: 2017-12-20)
  3. Maintenance Release 8.2 (Release Date: 2017-01-26)
    1. Support for Billing Timing Option in the Product Catalog Sync from Salesforce to Zuora
    2. New Global Method to Sync Products from Salesforce to Zuora
      1. Multi-Entity Support in Product Catalog Sync
      2. Bulk Product Catalog Sync from Salesforce to Zuora
    3. Whitelist Field Set for Custom Fields
    4. Quotes Integration with Zuora Orders
  4. Maintenance Release 8.3 (Release Date: 2017-02-14)
    1. Support for Automated Price Change on Renewal Quotes
    2. Clone Rate Plans in Product Selector
    3. Support Lookups in Lightning Guided Product Selector
  5. Maintenance Release 8.4 (Release Date: 2017-03-20)
    1. Custom Fields on Quote Rate Plan and Quote Amendment
    2. Support for Billing in Arrears
    3. Direct Lookup to Product Rate Plan Charge in Quote Charge Summary for All Quote Types
    4. Quotes Integration with Zuora Orders
      1. Open Issue
      2. Upgrade to Zuora Quotes 8.4 
        1. Add Picklist Values for Ramp Frequency and Term Period Types 
  6. Maintenance Release 8.6 (Release Date: 2017-04-26)
    1. Unable to Override the Billing Period of Charges in Quote Charge Summary
    2. Field and Object Level Security Settings in Lightning Guided Product Selector
    3. Terms and Condition Amendments Incorrectly Created for Amend and Renewal Quotes
    4. Unable to Activate Additional Currencies on Existing Products
    5. Error on Product Names with More than 80 Characters
    6. Error in BillTo / SoldToContact Lookups with Shared Contact Enabled
    7. Quotes Integration with Zuora Orders
  7. Maintenance Release 8.7 (Release Date: 2017-05-16)
    1. Amendment and Renew Quotes Support More than 99 Rate Plans in Product Selector
    2. A New Global Method to Change Invoice Owner of a Quote
    3. Update or Create Tiers in Rules Engine Custom Action
    4. Quotes Integration with Zuora Orders
      1. Upgrade to Zuora Quotes 8.7
        1. Deprecated Metrics Fields
        2. New Quote Metrics Fields
        3. New Charge Metrics Fields
  8. Maintenance Release 8.8 (2017-06-20)
    1. Enable Ramped Pricing Setting Deprecated
    2. Tax Added to Order Metrics
    3. Upgrade to Zuora Quotes 8.8
    4. Update Metrics Help Texts 
  9. Maintenance Release 8.8.1 (Release Date: 2017-06-22)
    1. JavaScript Plugin Updates Any Charge on the Page
    2. Use Whitelist FieldSet Name Setting to Populate Additional Fields in Product Selector JavaScript Plugin
  10. Maintenance Release 8.9 (Release Date: 2017-07-24)
    1. End User Product Filters with Special Characters Not Applied
    2. Support of Salesforce Person Account
    3. Quotes Integration with Zuora Quotes
      1. Support Ramp of Rate Plans
  11. Maintenance Release 8.10 (Release Date: 2017-08-14)
    1. Performance Improvements for Rules Engine
    2. Resolved Issue: Minor API Fixes
  12. Maintenance Release 8.10.1 (Release Date: 2017-09-11)
    1. Integration Updates for Orders API
  13. Maintenance Release 8.10.2 (Release Date: 2017-09-26)
    1. Upgrading Zuora Quotes to 8.10.2 and later releases
  14. Maintenance Release 8.11 (Release Date: 2017-10-11)
    1. Product Selector Improvements
    2. Resolved Issue: Product Selector Fixes
    3. Resolved Issue: Minor PaymentPage Component Fixes

These release notes provide a summary of new features, enhancements, and resolved issues in the Zuora Quotes Version 8 releases. Version 8.0 is the major release, after which all the 8.X maintenance releases are based. Version 8.0 was released in Q4, 2016.

Major Release 8.0 (Release Date: 2016-11-29)

To use this version of Zuora Quotes, you must upgrade your package as described in Upgrade Zuora Quotes.

New Features and Enhancements

The 8.0 release includes the following enhancements.

Bundling in General Availability

The Bundling feature is now generally available.

Before you turn on bundling, review the following points to confirm that you want to proceed:

  • You must master your product catalog in Salesforce.
  • Bundling is not fully supported in Zuora Billing, as such the bundle relationships are not currently available in Zuora once a Quote is submitted.

To enable the Bundling, submit a request at Zuora Global Support and refer to Enable Bundling in Zuora Quotes for the sequence of steps required.

The key features in Bundling are:

  • Advanced product packaging with the bundle support in Zuora Quotes
  • Product catalog sync from Salesforce to Zuora
Advanced Product Packaging with Bundle Support 

Zuora Quotes product catalog supports bundles for quoting. In the product catalog, you can configure bundling and base/add-on product relationships for the enhanced quoting process.

See Configure Products and Bundles in Salesforce for managing products in Salesforce.

Product Catalog Sync from Zuora Quotes

When you manage products in Salesforce product catalog, you sync your products, rate plans, charges, tiers, and features to Zuora for billing, invoicing, payments, and revenue recognition.

See Sync Salesforce Products to Zuora for syncing products from Zuora Quotes to Zuora.

Enabling the Bundling Controls Product Catalog Sync Between Zuora and Salesforce 

The Enable Bundling tenant setting in Zuora controls the direction of the Product Catalog Sync operations as follows:

  • If the setting is enabled, you can sync your Product Catalog only from Salesforce to Zuora.
    You are not allowed to sync Product Catalog from Zuora to Salesforce. 
  • If the setting is disabled, you can sync your Product Catalog only from Zuora to Salesforce.
    You are not allowed to sync Product Catalog from Salesforce to Zuora.

Zuora Rules Engine in General Availability

Zuora Rules Engine is now generally available in Zuora Quotes. The rules engine provides you a controlled product selection and accurate quoting experience. You can manage and offer your users dynamic pricing, automatic addition and removal of rate plans, and error checking.

Zuora Rules Engine is supported only with the Enhanced Product Selector. 

See Zuora Rules Engine for turning on the Rules Engine, and creating and using rules in Zuora Quotes.

Custom Action Support in Zuora Rules Engine

Starting in this version, you can implement custom action plugins and apply the custom actions in rules. Example use cases can be for updating quote header field for approval status or updating tiers.

See Custom Action Plugin for the plugin attributes, methods, and a code sample.

Salesforce Lightning Certified UI

Zuora Quotes is certified as Salesforce Lightning Ready. The new page layouts and buttons were added for Zuora Quotes to be compatible with Salesforce Lightning Experience. By default, Zuora Quotes will use the new page layouts and UI components for Guided Selling and single page Product Selector. 

The enhanced UI also includes:

  • New universal footer with the back and next buttons
  • Unified Quote Detail page with the metrics preview on pricing changes

See Upgrade Zuora Quotes to Q4 2016 if you are upgrading from a customized Zuora Quotes.

Refer to Salesforce documentation about enabling Lightning Experience in your org.

FooterBar Component

The new FooterBar component is a docked footer bar that can be embedded on a VisualForce page. The component allows you to customize the navigation buttons displayed on the page, including button style and button click events. 

See FooterBar Component for details and a code sample for the component.

Enhanced Navigation in Guided Selling

New attributes and new buttons were added to the ProductBundleGuidedSelling and SelectProduct components for improved navigation in Guided Selling.

See ProductBundleGuidedSelling Component and SelectProduct Component for the improved option classes of the components.

Quote Charge Deprecated

Starting in the version 6.5, the Quote Charge object is no longer used in Zuora Quotes. As of this release, we no longer support backward compatibility of Quote Charge customizations.

Review any customization you had made on the Quote Charge object before you upgrade to this release.

Resolved Issues

The 8.0 release includes the following resolved issues and other internal fixes.

Error from Product Catalog Sync After Upgrading to Quotes 7.4

In the Multi-entity orgs, you might have received an error during Product Catalog sync if your entity names contain special characters or more than 38 characters.

The issue has been fixed.

Display All Volume Pricing Tiers in Salesforce Product Catalog

When you view your product catalog in Salesforce, now all the volume tiers are loaded and displayed in Zuora products that have the volume pricing charge model.

Maintenance Release 8.1 (Release Date: 2017-12-20)

This feature is only available if you have the Orders feature enabled. We are actively soliciting feedback from a small set of early adopters. If you wish to have access to the feature, submit a request at Zuora Global Support.

Starting in this release, Zuora Quotes provides integration with Zuora Orders. See Zuora Orders for the overview and scope of feature in Zuora.

You can tie an order to a quote and therefore to a sales opportunity, enabling to report on billing and revenue by sales opportunity.

The following use cases are supported:

  • Submit a New Subscription Quote to Zuora as a New Order

  • Submit an Amendment Quote into Zuora as an Upsell/Downsell Order

  • Submit a Renewal Quote into Zuora as a Renewal Order

  • Submit a Cancel Quote into Zuora as a Cancellation Order

  • Add and use custom fields on the Order and Subscription Rate Plan objects through the corresponding custom fields on the Quote and Quote Rate Plan objects in Zuora Quotes. See Send Custom Fields to Zuora for the specific steps.

See Enable and Configure Order for enabling Orders support in your Zuora Quotes org.

See Order Mappings for the object mappings between the quotes objects and the Zuora order-related objects.

Maintenance Release 8.2 (Release Date: 2017-01-26)

The 8.2 release includes the following enhancements and resolved issues.

Support for Billing Timing Option in the Product Catalog Sync from Salesforce to Zuora

The value you set in the Billing Timing field on Product Rate Plan Charge in Salesforce is now synchronized to the corresponding field in Zuora to support billing the charge in advance or arrears for subscriptions.

Once a product rate plan charge is added to a subscription, you can no longer update the billing timing of the product rate plan charge. The following error message is returned: "This charge cannot be updated because Charge Model cannot be changed". 

See Billing Timing for how the setting affects your subscriptions in Zuora.

New Global Method to Sync Products from Salesforce to Zuora

The new ProductSyncUtil global method was implemented for programmatically triggering product catalog syncs from Salesforce to Zuora. Major enhancements that the ProductSyncUtil global method provides are:

  • Multi-entity support in product catalog syncs
  • Bulk products syncs 

Multi-Entity Support in Product Catalog Sync

Product catalog sync now supports multi-entity through the ProductSyncUtil global method. On sync, products are grouped by entity, and one Sync History job is processed for each entity. Current status can be viewed from the History section in the Product Catalog Sync tab.

Bulk Product Catalog Sync from Salesforce to Zuora

Previously, you could select only 100 products at a time to sync in the Product Catalog Sync tab.

Now using the new ProductSyncUtil global method, you can programmatically trigger sync in bulk from Salesforce to Zuora.

Refer to ProductSyncUtil for detail information of the global method and a code sample.

Whitelist Field Set for Custom Fields

Previously, all the user-defined custom fields were tracked and managed by Zuora Quotes, and that could potentially cause you to run into the Salesforce limit on query length when you have a large number of custom fields,

Starting in this release, Zuora Quotes global methods only track:

  • The standard fields
  • The custom fields included in the field sets of the managed package. 

You specify the whitelist field set name in Quote Configuration Settings.

If there are any customizations that use global methods to refer to Zuora Quotes or Zuora 360 custom fields, review the customization to determine whether code changes are required before upgrading to this version.
For example, if you added custom fields on the SubscriptionProductCharge object, you have two options to show the custom fields in the Product Selector for amendment quotes:

  1. Add your custom fields to an existing field set, e.g. Zuora__fields_for_select_billing_account_compon, on the SubscriptionProductCharge object.
  2. Create your own field set on the SubscriptionProductCharge object and add your custom fields to the field set. Then add the field set name to the Whitelist FieldSet Name in Quote Configuration Settings.

Quotes Integration with Zuora Orders

This feature is only available if you have the Orders feature enabled. We are actively soliciting feedback from a small set of early adopters. If you wish to have access to the feature, submit a request at Zuora Global Support.

The version 8.2 of Zuora Quotes supports the following features in the orgs with Orders enabled:

  • Future dated amendments
    For ramp deals, you can create and update time-based periods where products or pricing change.
  • Order metrics
    For each charge affected by an Order, the following metrics are generated at the charge level:
    • TCV
    • Total Contracted Billing
    • MRR
    • Discounted MRR
    • Discounted Total Contracted Billing
    • Discount
    • Total Revenue Amount
    • Unbilled Amount

See Order Mappings for the updated object mappings between the quotes objects and the Zuora order-related objects. 

Maintenance Release 8.3 (Release Date: 2017-02-14)

The 8.3 release includes the following enhancements and resolved issues.

Your Salesforce org must be on the Spring '17 release to successfully install the Version 8.3 of Zuora Quotes.

Support for Automated Price Change on Renewal Quotes

In the Zuora Product Catalog, charges can be set up for an automatic price change upon renewal. Now the price change setting is displayed in Zuora Quotes, and your quoting users can override the setting when creating quotes for a new subscription, a new product amendment, or a renewal. 

The Effective Price of the Quote Rate Plan Charge will be updated with the automatic price change.

The Discount-Fixed Amount charge model is not supported for use with this feature.

The Quote Configuration Setting, Get Tiers from Zuora, must be selected for automatic price changes on renewal.

See Automated Price Change (Uplift) for Renewed Subscriptions for more information about this feature. 

Clone Rate Plans in Product Selector

A new menu button was added to allow you to copy rate plans in Lightning Guided Product Selector and to make the quoting flow easier for your users.

Newly added products in the current quoting flow can be cloned. 

Support Lookups in Lightning Guided Product Selector

For an improved quoting experience, you can provide the charge level lookups in Lightning Guided Product Selector. The new feature is available when creating quotes for new subscriptions or quotes for the add/update product amendments.

See  Display Lookup Fields in Enhanced Product Selector for the steps to add a lookup field  and have them available in Lightning Guided Product Selector.

Maintenance Release 8.4 (Release Date: 2017-03-20)

The 8.4 release includes the following enhancements and resolved issues.

Custom Fields on Quote Rate Plan and Quote Amendment

Now you can configure Zuora Quotes to allow your quoting users to view and update custom field values at the Quote Rate Plan and Quote Amendment levels.

See Display Custom Fields on Page Layout for displaying custom fields in the Lightning Guided Product Selector.

Support for Billing in Arrears

Continuing on the Billing Timing option support in Product Catalog Sync in the previous release, this release includes the full support to set the Billing Timing option at the Quote Rate Plan Charge level and override the value when creating quotes for New Subscriptions and Add Product Amendments.

See Display Billing Option Fields in Product Selector for displaying the Billing Timing field in the Product Selector to allow your quote users to view and update the field value.

Direct Lookup to Product Rate Plan Charge in Quote Charge Summary for All Quote Types

The Quote Charge Summary object now populates a direct lookup to the Product Rate Plan Charge object for all types of quotes. This provides you a new ability to report on the Product Rate Plan Charge fields using Quote Charge Summary on the Remove Product amendments, which do not have a look up to Quote Rate Plan Charge.

Quotes Integration with Zuora Orders

This feature is only available if you have the Orders feature enabled. We are actively soliciting feedback from a small set of early adopters. If you wish to have access to the feature, submit a request at Zuora Global Support.

The version 8.4 of Zuora Quotes supports the following features in the orgs with Orders enabled:

  • A new global method to create and manage future dated amendments
    • ProductActionUtil
  • Modified classes to manage future dated amendments
    • zCharge
    • zChargeGroup
    • QuoteProduct
  • A new UI to manage future dated amendments
    • Allow users to select Ramp Frequency and Specific Ramp Frequency.
    • After the ramp frequencies have been selected, the Product Selector should display tables for all ramp segments.
    • Editing the charge information on a ramp segment should cascade to all future segments.
    • Currently, only updating charges is allowed.

Open Issue

  • Need to Manually Migrate Subscription Number for Cancellation Quotes
    The migration jobs do not correctly migrate Subscription Number for Cancellation Quotes during an upgrade. 

Upgrade to Zuora Quotes 8.4 

Follow the required steps to upgrade Zuora Quotes to Version 8.4. 

Add Picklist Values for Ramp Frequency and Term Period Types 

Add the picklist values for the new Ramp Frequency, Initial Term Period Type, and Renewal Term Period Type fields.

  1. Browse to Setup > Create > Objects > Quote (Zuora for Salesforce).
  2. In the Record Types section, perform the following for each record type.
    1. Click the record type.
    2. Click Edit for Ramp Frequency.
    3. Add all Available Values to Selected Values list.
    4. Click Save.
    5. Click Edit for Initial Term Period Type.
    6. Add all Available Values to Selected Values list.
    7. Click Save.
    8. Click Edit for Renewal Term Period Type.
    9. Add all Available Values to Selected Values list.
    10. Click Save.

Maintenance Release 8.6 (Release Date: 2017-04-26)

The 8.6 release includes the following resolved issue and other internal enhancements.

Unable to Override the Billing Period of Charges in Quote Charge Summary

When adding a product to a quote, you were not able to overwrite the billing period of the charges. The QuoteChargeSummary.Period field was incorrectly assigned the value from Product Rate Plan Charge instead of the Quote Rate Plan Charge object. 

Field and Object Level Security Settings in Lightning Guided Product Selector

Now the Lightning Guided Product Selector correctly respects the field and object level security settings on the Quote Charge Tier object. You can disable a Quotes user from adding, removing, or editing Tiers of a Quote Rate Plan Charge that uses the volume or tiered charge model. See Set Tier Access Limits on Quote Rate Plan Charge.

Terms and Condition Amendments Incorrectly Created for Amend and Renewal Quotes

Terms and Condition amendments were automatically created when you created an Amend or Renewal quotes, causing issues with custom workflows for sending Quotes to Zuora and increasing the number of amendments on a quote.

Now the Terms And Condition Amendment is not automatically created when you create an Amend or Renewal quote. 

Unable to Activate Additional Currencies on Existing Products

Once tiers were created in Zuora for a product, new currencies could not be added to the product.

Error on Product Names with More than 80 Characters

You received an error and could not create a product with a name with more than 80 characters long in Salesforce. The issue is resolved in this release.

Error in BillTo / SoldToContact Lookups with Shared Contact Enabled

With the Shared Contact feature enabled in Salesforce, when you search for a contact in BillTo/SoldToContact Lookups during the quoting flow, you no longer receive an error.

Quotes Integration with Zuora Orders

This feature is only available if you have the Orders feature enabled. We are actively soliciting feedback from a small set of early adopters. If you wish to have access to the feature, submit a request at Zuora Global Support.

The version 8.6 of Zuora Quotes supports the following features in the orgs with Orders enabled:

  • Support for Adding and Removing Products in Ramp Segments
  • Support JavaScript Plugin for Ramp Deals
    The Product Selector JavaScript Plugin updates trigger a cascade recalculation against future segments of the charge.

  • User have to check "Enable Subscriptions to be Invoiced Separately?" in Zuora to preview/send quote after the Orders feature is enabled.

  • Cloning in Ramp Deals
    When you clone the Add Product and New Subscription product, the placeholders are created for the future charge groups for future ramp periods. Original Product, Update Product and the new Original/Future/Extended/Original/Continued charge group type will not support cloning.

  • Changing Quote Start Date
    When you change the quote start date, you are changing the entire ramp structure. Therefore, the previous contract effective dates might no longer be valid. You should clear all previous actions and create new ramp structure.

Maintenance Release 8.7 (Release Date: 2017-05-16)

The 8.7 release includes the following resolved issue and other internal enhancements.

Amendment and Renew Quotes Support More than 99 Rate Plans in Product Selector

The updated logic in Lightning Guided Product Selector now removes the hard restriction of maximum 99 rate plans included in an Amendment and Renew quotes.

The new limits will be based on your Salesforce environment, the customization, and the structure of your product catalog.

See Limits in Zuora Quotes for the known limits, guidelines to manage the limits, and sample scenarios around the limits.

A New Global Method to Change Invoice Owner of a Quote

A new global method was added to the zQuoteUtil class to trigger an invoice owner change on the Amendment and Renewal quotes.

See zQuoteUtil Class for the method signature.

Update or Create Tiers in Rules Engine Custom Action

The Custom Action Plugin in the Rules Engine was fixed to allow charge tier updates.

See Custom Action Plugin for a code sample that updates charge tiers.

Quotes Integration with Zuora Orders

This feature is only available if you have the Orders feature enabled. We are actively soliciting feedback from a small set of early adopters. If you wish to have access to the feature, submit a request at Zuora Global Support.

In the version 8.7 of Zuora Quotes, Order Metrics that Order Preview call returns are mapped to Quote metrics, and the metrics are available in Quote Preview.

Upgrade to Zuora Quotes 8.7

Deprecated Metrics Fields

In the Zuora Quotes org with the Orders setting turned on, the following fields are deprecated in this release, and the fields are no longer populated. You should remove them from the appropriate field sets and page layouts.

  • Quote Rate Plan Charge.Previewed MRR (zqu__previewedMRR__c)
  • Quote Rate Plan Charge.Previewed TCV (zqu__previewedTCV)
  • Quote Charge Summary.Previewed MRR (zqu__previewedMRR__c)
  • Quote Charge Summary.Previewed TCV (zqu__previewedTCV)
New Quote Metrics Fields

A number of metrics fields were added to the Quote (zqu__Quote__c) object:

  • zqu__DeltaDiscountMRR__c
  • zqu__DeltaDiscountTCB__c
  • zqu__DeltaDiscountTCBTax__c
  • zqu__DeltaDiscountTCV__c
  • zqu__DeltaTCBTax__c
  • zqu__DiscountMRR__c
  • zqu__DiscountTCB__c
  • zqu__DiscountTCBTax__c
  • zqu__DiscountTCV__c
  • zqu__Previewed_Delta_TCB__c
  • zqu__Previewed_TCB__c
  • zqu__TCBTax__c

Add the new fields to the following Quote object field sets to display the populated fields on the Quote Detail page:

  • zqu__Amend_Quote_Detail_Metrics for the Amend/Renewal/Cancel quotes
  • zqu__Quote_Detail_Metrics for the New Subscription quotes
New Charge Metrics Fields

The following charge metrics fields were added to the Quote Rate Plan Charge (zqu__QuoteRatePlanCharge__c) object:

  • zqu__DeltaDiscountMRR__c
  • zqu__DeltaDiscountTCB__c
  • zqu__DeltaDiscountTCV__c
  • zqu__DeltaMRR__cDeltaMRR__c
  • zqu__DeltaTCB__c
  • zqu__DeltaTCV__c

The following charge metrics fields were added to the Quote Charge Detail (zqu__QuoteChargeDetail__c) object:

  • zqu__DeltaDiscountMRR__c
  • zqu__DeltaDiscountTCB__c
  • zqu__DeltaDiscountTCBTax__c
  • zqu__DeltaDiscountTCV__c
  • zqu__DeltaTCB__c
  • zqu__DeltaTCBTax__c
  • zqu__DiscountMRR__c
  • zqu__DiscountTCB__c
  • zqu__DiscountTCBTax__c
  • zqu__DiscountTCV__c
  • zqu__TCB__c
  • zqu__TCBTax__c

See Display Charge Level Metrics for the steps to add the fields to the Quote Detail page.

Maintenance Release 8.8 (2017-06-20)

This feature is only available if you have the Orders feature enabled. We are actively soliciting feedback from a small set of early adopters. If you wish to have access to the feature, submit a request at Zuora Global Support.

The version 8.8 of Zuora Quotes supports the following features in the orgs with Orders enabled:

Enable Ramped Pricing Setting Deprecated

The Enable Ramped Pricing setting in Advanced Quoting Configuration Settings in the Zuora Config tab was deprecated. Now to use ramped pricing, you only need to enable the Order setting in your org.

Tax Added to Order Metrics

Tax metrics were added to the Quote and Charge metrics via the Order Metrics from Zuora.

Upgrade to Zuora Quotes 8.8

The following new metrics fields were added. If you want to manage the new fields in UI, add the new fields to the specified page layouts.

Object Field Page Layout
Quote Charge Summary
(zqu__QuoteChargeSummary__c) 
zqu__DeltaDiscountTCBTax__c QuoteChargeSummary Layout
Quote Charge Summary
(zqu__QuoteChargeSummary__c) 
zqu__DeltaTCBTax__c QuoteChargeSummary Layout
Quote Rate Plan Charge
(zqu__QuoteRatePlanCharge__c)
zqu__DeltaDiscountTCBTax__c Quote Rate Plan Charge Layout

Quote Rate Plan Charge
(zqu__QuoteRatePlanCharge__c)

zqu__DeltaTCBTax__c Quote Rate Plan Charge Layout

 

Update Metrics Help Texts 

When you upgrade a managed package in Salesforce, the Help Text fields are not updated.

Follow the steps to manually update the Help Text fields for the Contracted MRR metrics on Quotes for your quoting users:

  1. Browse to Setup > BuildCreate > Objects > Quote of the Zuora Quotes Installed Package.
  2. Click Edit next to the MRR (zqu__Previewed_MRR__c) field.
  3. Copy the value of the Description field to the Help Text field.
  4. Click Save.
  5. Click Edit next to the Delta MRR (zqu__Previewed_Delta_MRR__c) field.
  6. Copy the value of the Description field to the Help Text field.
  7. Click Save.
  8. Click Edit next to the Discount MRR (zqu__DiscountMRR__c) field.
  9. Copy the value of the Description field to the Help Text field.
  10. Click Save.
  11. Click Edit next to the Delta Discount MRR (zqu__DeltaDiscountMRR__c) field.
  12. Copy the value of the Description field to the Help Text field.
  13. Click Save.

Follow the steps to manually update the Help Text fields for the Contracted MRR metrics on Quote Charge Detail for your quoting users:

  1. Browse to Setup > BuildCreate > Objects > Quote Charge Detail.
  2. Click Edit next to the MRR (zqu__MRR__c) field.
  3. Copy the value of the Description field to the Help Text field.
  4. Click Save.
  5. Click Edit next to the Delta MRR (zqu__DeltaMRR__c)DeltaMRR__c) field.
  6. Copy the value of the Description field to the Help Text field.
  7. Click Save.
  8. Click Edit next to the Discount MRR (zqu__DiscountMRR__c) field.
  9. Copy the value of the Description field to the Help Text field.
  10. Click Save.
  11. Click Edit next to the Delta Discount MRR (zqu__DeltaDiscountMRR__c) field.
  12. Copy the value of the Description field to the Help Text field.
  13. Click Save

Maintenance Release 8.8.1 (Release Date: 2017-06-22)

The 8.8.1 release includes the following enhancement and other internal fixes.

JavaScript Plugin Updates Any Charge on the Page

Previously, the JavaScript plugin could only update the charge that triggered the plugin. In this release, the plugin was enhanced so that it could update other charges in the charge groups being passed in.

Use Whitelist FieldSet Name Setting to Populate Additional Fields in Product Selector JavaScript Plugin

Starting in this release, you can use the Zuora Config Setting, Whitelist FieldSet Name, to populate additional fields in Product Selector JavaScript plugin. You no longer have to add the additional fields to the Display Fields field set.

The following is a sample use case:

  1. Create a field set, named AdditionalCustomFields, on the QuoteRatePlanCharge object.
  2. Create a custom field,  Cost__c, on the QuoteRatePlanCharge object.
  3. Add the Cost__c custom field to the AdditionalCustomFields field set.
  4. In Quote Configuration Settings in the Zuora Config tab, set the value of the Whitelist FieldSet field to AdditionalCustomFields.
  5. When using Charge Group API or the Product Selector JavaScript plugin, you will see the value of Cost__c included.

Maintenance Release 8.9 (Release Date: 2017-07-24)

The 8.9 release includes the following enhancement and other internal fixes.

End User Product Filters with Special Characters Not Applied

In Lightning Guided Product Selector, the End User Product Filters were not correctly applied when the selected filter values contained special characters, such as commas, ampersand.

See Guided Product Selectors for the steps to set up End User Product Filters in Lightning Guided Product Selector.

Support of Salesforce Person Account

After further testing and a fix, Zuora Quotes now supports Salesforce Person Accounts when creating quotes.

See Manage Person Accounts for an overview of how Zuora Quotes works with person accounts.

This release notes provides a summary of new features, enhancements, and resolved issues in the Zuora Quotes Q4 2016 Release (Version 8.0).

To use this version of Zuora Quotes, you must upgrade your package as described in Upgrade Zuora Quotes.

Quotes Integration with Zuora Quotes

This feature is only available if you have the Orders feature enabled. We are actively soliciting feedback from a small set of early adopters. If you wish to have access to the feature, submit a request at Zuora Global Support.

The version 8.9 of Zuora Quotes supports the following feature in the orgs with Orders enabled:

Support Ramp of Rate Plans

Starting in this release, when you create and manage ramp deals, you have the ability to create ramps at the rate plan level. The change allows flexibility in the product selector to manage ramps at the rate plan level.

Maintenance Release 8.10 (Release Date: 2017-08-14)

The 8.10 release includes the following enhancement and resolved issue.

Performance Improvements for Rules Engine

We have implemented minor changes to improve the performance of the Zuora Rules Engine.

Resolved Issue: Minor API Fixes

In your Apex code, you might have received an error if you instantiate the zQuoteUtil.ZBillingResult class. This issue has been fixed.

Maintenance Release 8.10.1 (Release Date: 2017-09-11)

This feature is only available if you have the Orders feature enabled. We are actively soliciting feedback from a small set of early adopters. If you wish to have access to the feature, submit a request at Zuora Global Support.

The 8.11 release includes the following resolved issue.

Integration Updates for Orders API

We have updated the integration with Orders to be compatible with the Orders API updates in the R216 release. The following issues have been fixed:

  • Error previewing a quote - "Code: 58710021, Message: Invalid parameter(s): 'billToContact'.;"
  • Error sending a quote - "Code: 58050021, Message: Invalid parameter(s): 'zipCode'.;"

Maintenance Release 8.10.2 (Release Date: 2017-09-26)

This feature is only available if you have the Orders feature enabled. We are actively soliciting feedback from a small set of early adopters. If you wish to have access to the feature, submit a request at Zuora Global Support.

The 8.10.2 release includes the following resolved issue.

Upgrading Zuora Quotes to 8.10.2 and later releases

To account for a package upgrade issue in the Salesforce Winter '18 release, the zqu__Z_Quote Custom App permission will not be included in the managed package permission sets in this release.

Previously, when you install Quotes and assign the permission to users, it grants users access to the zqu__Z_Quote app. Starting from the 8.10.2 release, you must clone the relevant permission set and add the app to it manually, and assign the cloned set to your users. See Step 9 in Install Zuora Quotes.

Maintenance Release 8.11 (Release Date: 2017-10-11)

The 8.11 release includes the following enhancements and resolved issues.

Product Selector Improvements

We have made the following improvements to the Product Selector.

  • Removing a new product will no longer hide it in the Product Selector until the quote is saved.
  • Undoing an amendment will no longer hide the action from the Product Selector until the quote is saved.
  • For ramped deals, the one-time charges will now be hidden in future segments.

Resolved Issue: Product Selector Fixes

The following issues have been resolved with the Product Selector.

  • Various performance fixes to the Product Selector
  • The Product Selector javascript plugin being triggered multiple times in some situations
  • Inconsistencies with calculations not being triggered when changing focus

Resolved Issue: Minor PaymentPage Component Fixes

We have fixed the issue of not being able to set a default country value for the SEPA payment method via pre-populating the Payment Pages 2.0 form fields.

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