These release notes provide a summary of Zuora Quotes Release 6.40 (Q1 2015), 6.41, and 6.42, including new features, enhancements, and resolved issues.
To use the 6.40 release of Zuora Quotes, you must upgrade your package as described in Upgrade Zuora Quotes to Q1 2015.
Some of the highlights in the Q1 2105 release of Zuora Quotes are:
Product and price rules introduced in Q4 2014 in Limited Availability are now in GA.
With product rules, you have a better control over product and rate plan selections. Product rules check that the products and rate plans your users select will result in a correct, streamlined quote for the downstream processes.
Price rules offer your users dynamic pricing during the quoting process by allowing standard pricing and custom fields to be altered through Salesforce configuration.
See Product and Price Rules for detail about Product and Price Rules.
Now you can use a selected set of merge fields in conditional statements in quote templates. You use the conditional merge fields to show or hide text, tables, and other merge fields in quote PDF or Word files.
See Conditional Logic (IF Fields) for information about using conditional logic in quote templates.
In previous versions, IAllowedRecordPlugin returned only the rate plan ids saved in the current quote.
With this enhancement, when the Product Context is set to be the current quote, you can use the IAllowedRecordPlugin to retrieve the rate plan ids added to the current quote, saved or not saved.
See IAllowedRecordPlugin for more information about the plugin.
Now you can use the Display Scale Settings to control the displayed precision of tier level price and discount in the Product Selector. If you need to use and display price and discount fields in a larger scale, i.e. with more than two digits to the right of the decimal point, you can set the desired scales in the Display Scale Settings. The scale values will be used to display the specific field values.
To be in sync with the support of more Billing Batches in Zuora, Zuora Quotes now supports 50 Billing Batches. You can set the Billing Batch globally in Default Settings on the Zuora Config tab, or at the quote level.
When you sent a quote to Z-Billing, the total price of the quote was correct, but the price of each tiered charge showed incorrectly in Zuora. This discrepancy happened only when the quote had tiered charges with varying discount at each tier.
When you added and updated the price of Overage, Flat Fee, or Per Unit type charge in a quote, displayed list price is used for calculation instead of the actual list price. When the display scale setting is different from the actual stored scale setting, discrepancy can happen in the price when the quote is sent to Z-Billing.
The issues was fixed, and now recalculation is triggered when a quote is deleted.
The 6.41 release includes the following new features, resolved issues, and other internal operational fixes.
The SelectProduct component provides a new plugin interface called
SelectProductComponentOptions.ISaveRatePlanPlugin. Use this plugin to:
This global interface contains one method and four parameters:
onSave(List<zChargeGroup> addedChargeGroups, List<zChargeGroup> updatedChargeGroups, List<zChargeGroup> removedChargeGroups, List<zChargeGroup> persistedChargeGroups);
Zuora does not recommend modifying the charge group or charge group list in the Save Rate Plan Plugin.
The updateChargeGroup() and addChargeGroup() global methods were not flushing the custom tier values from memory to database. This resulted in sending Quotes to Zuora with original, non-discounted tiered charges.
Calculating tiered charges using the Zuora Quotes Product Selector resulted in incorrect tiered list pricing. The Start Unit was counted as 1 when it should be counted as 0.
The following issues were resolved.
After changing the Salesforce locale and language to Japanese, errors occurred when creating amendment quotes. These errors indicated that Soldto and Billto contact information could not be found.
After updating discounts from Zuora Quotes, the discount was not automatically distributed to tiers. You had to update the tiers to apply the discount.
When creating a new quote, a Feature error occurred on the Product Selector page even though the Feature option was not enabled on the tenant's org.
When upserting a quote, an error occurred on a new field on the quote:
The 6.42 release includes the following new features, resolved issues, and other internal operational fixes.
Now you can configure a default Payment Page and use the page for a payment method in the Quote Wizard without any custom coding.
See here for detail about the default Payment Pages.
When editing an amendment Quote for an Evergreen subscription, the renewal term was always displayed as "6" on the Quote Detail page regardless of the actual renewal term value you specified.
In Guided Product Selector, when you hovered over the Price Summary field, the price summary detail was displayed in HTML.
The following issues were resolved in 6.42.1.
The Sold to Contact (zqu__SoldToContact__c) and the Bill to Contact (zqu__BillToContact__c) fields were added to the Customer Account Details (zqu__Amend_Quote_Customer_Account_Details) field set on the Quote (zqu_Quote__c) object. Now you can update the Bill To and Sold To contacts when creating amendment quotes.
Click Update Zuora Account Details on the Quote Detail page to update the Bill To and Sold To contacts information in Zuora. See Compare and Update Salesforce and Zuora Account Information for detail information about updating Zuora contacts.
When Volume Pricing with the Flat Fee tier is included in the quote product selection, an incorrect TCV of the quote charge appeared in Quote PDF and on the Quote Detail page.
In Guided Product Selector, the Price Summary column included the charges that were deleted from the Product Catalog. Now the product rate plan charges are correctly filtered, and the Guided Product Selector lists only the valid charges in the Price Summary column.
In some Salesforce orgs, depending on the Salesforce page configuration, a JQuery conflict caused issues on the Update Zuora Account Details page:
The 6.43 release includes the following resolved issues and other internal operational fixes.
The Subscription Rate Plan Id and Subscription Rate Plan Charge Id were added to the global methods of the ZChargeGroup and ZCharge classes. Now you can reference the Zuora Ids of the Rate Plans and Rate Plan Charges in the original Subscription when creating an Amendment Quote.
You no longer receive an error in Zuora Quotes when adding a product after removing all previous rate plans.