This release notes provides a summary of Zuora Quotes Release (Q1 2014), including new features, enhancements, and resolved issues.
This release is part of the Zuora for Salesforce Q1 2014 release that includes:
To use the Zuora Quotes 6.1 release, you must upgrade your package as described in Upgrade Zuora Quotes to Q1 2014.
Here are highlights from this release:
|✓||Enhanced Amendment Quotes||With these new features and enhancements, managing Amendment Quotes is more intuitive and closely aligned with the Zuora application.|
|✓||Better integration |
and Other Enhancements
|A number of commonly requested features and enhancements were implemented to streamline the quoting process and better integrate Zuora Quotes with Zuora.|
|✓||Components and Plug-ins||Enhanced use and management of components and plug-ins offers you faster and dynamic customizations process.|
A list of product charges is available for each subscription when you select a subscription to amend, renew, or cancel in the Quote Wizard. You can use these product charge lists to identify the correct subscription to make changes.
Now the Terms and Conditions values of the subscription are editable in Amendment and Renewal Quotes.
You can change the following fields when creating a Quote to amend a subscription:
See Create Amendment Quotes for more information about changing Terms and Conditions on Amendment Quotes.
You can change the following fields when creating a Quote to renew a subscription:
See Create Renewal Quotes for more information about changing Terms and Conditions on Renewal Quotes.
You can view and change the Service Activation Date and Customer Acceptance Date when you create an Amendment Quote.
See Create Amendment Quotes about these billing trigger dates.
See Add Billing Trigger Dates to Amendment and Renewal Layouts to learn how to add the trigger dates to the Amendment and Renewal Quote page layouts.
Date assistance for the following dates on Amendment and Renewal Quotes are available via the new Mutton components:
See Create Amendment Quotes about setting trigger dates when creating Amendment Quotes.
Now the Usage type charges, included units and tiers, are editable in Amendment and Renewal Quotes.
See Create Amendment Quotes about editing charges and Included Units values in Amendment Quotes.
See Create Renewal Quotes about editing charges and Included Units values in Renewal Quotes.
The component-based architecture of Zuora Quotes allows you to easily upgrade and dynamically customize Zuora Quotes. You can create your own custom components or override/extend plug-ins for standard components.
Example use cases are:
You can create and register your own custom components using the new Component Registration UI.
From the same page, you can override or extend the out-of-the-box logic in plug-ins with custom logic tailored to your subscription management process.
See Component Registration for information about registering and customizing components in Zuora Quotes.
The new Mutton component provides developers with a quick and easy way to add a customizable menu button to their pages. The following configuration options are available with the Mutton component:
See Mutton Component about using the Mutton component.
Creating a Quote does not require an Opportunity in Zuora for Salesforce, any more. You can create a Quote for an Opportunity or for an Account to custom fit your sales model.
See Create a Quote for steps to create a Quote in Zuora for Salesforce.
A new Quote attribute, Process Payment, is introduced to control the payment process in Zuora. When this setting is turned on for a New Subscription, Amendment, or Renewal Quote, Z-Billing automatically processes a payment when the Quote is submitted to Z-Billing. When the organization-level setting for Process Payment in Zuora Config is enabled, this Quote-level attribute is automatically enabled, as well. You can unselect on a quote by quote basis.
See Create a Quote for information about the new attribute and additional requirements for the automatic payment process.
Zuora for Salesforce admin can now use Salesforce field sets to configure Account-level custom fields. When a Quote for a new Billing Account is sent to Z-Billing, a new Account is created in Zuora, and it is populated with the values of these Account custom fields.
See Configure Custom Fields for detail information about configuring and using Account-level custom fields.
The Update Zuora Accout Details page was re-implemented using PropertyComponent, making the page now configurable. Zuora for Salesforce admin can configure the Account and contact fields on the page by editing the Update Account Fields field set.
See Compare and Update Salesforce and Zuora Account Information about customizing and using the Update Zuora Account Details page.
Now the following additional data types of custom fields are supported in the rate plan charge list on the Choose Product and Charges page for all types of subscription Quotes:
See Configure Custom Fields to learn more about the supported field data types.
Using the new Zuora Config setting, TCV Rollup Method, you can configure how the TCV (Total Contract Value) metric of Quotes are rolled up to calculate the TCV of the parent Opportunity. The available options are:
See Configure the TCV roll-up setting about setting this option.
A new Zuora Config setting, Autofill Dates for Quote Metrics Preview, was added. When this setting is enabled, blank trigger dates are automatically set to the default values when previewing Quote metrics on the Quote detail page.
See Configure Quote Settings for more information about how the new setting controls the metric calculation.
You are no longer required to have the Zuora UI Access permission to view Invoice documents or to generate Quote documents in Zuora for Salesforce. You can view Invoice documents and generate Quote documents as an API-only user specified in the Zuora Connection setup in Zuora 360 as well as the Zuora Connection setting in Zuora Quotes. Invoice and Quote documents are in the PDF or Word format.
See Generate a Quote File for detail information about generating a Quote file.
You can now remove or re-order Quote types as shown on the Select Billing Account page by editing the Subscription Type custom field of the Quote Wizard Setup object.
See Customize the Quote Wizard about customizing your Quote flow with the Quote Wizard.
When a validation rule violation or trigger exception happens while saving a Quote or a Quote Charge, you get a more user-friendly error message that is readable, clear, and descriptive.
While creating an Amendment or Renewal Quote for an existing Billing Account with a large number of subscriptions, over 100k records, the following error could occur: Upsert failed because of non-selective query. This error was fixed by modifying the offending query and adding a criterion on an indexed field (external ID).
When using the type ahead feature to select a product or a charge on the Choose Product and Charges page, the ampersand symbol, "&", was incorrectly replaced with "&" For example, "Product & Test" was displayed as "Product & Test". The issue was fixed in this release.
If there is no field set defined for a property component, you no longer receive an "Unexpected token" error when you access the property layout page. Now the page shows an empty box.
These releases include internal operational fixes.
The 6.1.6 release includes the following resolved issues as well as other internal operational fixes.
The ContactTrigger was updated so that only changes to address fields trigger the Is Charge Expired field of Quote object. The Is Charge Expired field is an indicator that the quote metrics need to be re-calculated due to potential taxation changes. And this update to quote will not trigger a roll-up to the opportunity.
When viewing a read-only quote, an error returned because the quote metrics could not be updated for the read-only quotes.
Now, when you open a read-only quote, Zuora Quotes does not update the quote metrics, and thus you do not see an error.
A quote with a rate plan charge that uses Specific Billing Period can now be sent to Z-Billing without errors.
After removing the Subscription Term Type field from the zqu__Subscription_Terms field set, a user will no longer see an error after clicking the "Back" button on the Select Products page.
Now you can create an amendment quote with special characters in the Sold To Contact field.
If you reviewed or edited a quote on the Edit Quote Details page and then sent it to Z-Billing, the invoice owner value was always changed to the subscription owner.
The issue has been fixed, and now the correct value of the invoice owner is sent to Z-Billing.
The 6.1.7 release includes the following resolved issues.
An occasional exception happened when sending a quote to Z-Billing:
You do not have the level of access necessary to perform the operation you requested. Please contact the owner of the record or you administrator if necessary.
The underlying cause for the error was fixed, and you no longer see the error when sending a quote to Z-Billing.
An exception happened when sending a quote to Z-Billing after editing the quote detail. This exception was caused because the InvoiceOwnerId on the quote was incorrectly set to the Salesforce id of the invoice owner, instead of the Zuora Id.
Now the InvoiceOwnerID of the quote is correctly set to the Zuora ID, and you can send a quote to Z-Billing without encountering the exception.
Starting in the 6.1.7 release, you can override the billing period of:
You can set the billing period to the following billing periods defined in Zuora:
This feature is not supported in the standard Zuora Quotes UI pages.
The 6.1.8 release includes the following resolved issue.
Zuora Quotes now retries all callouts to Zuora in the event that an intermittent/unexpected error occurs while sending the callout.
The 6.1.9 release includes the following resolved issues.
The validation error message is now displayed in a better structured format that is easier to decode when a validation on the QuoteCharge object fails.
The getChargeGroups global method treated the charges with the same Product Rate Plan ID as the same one charge, preventing each of those charges from having different custom fields, prices, etc. Now the charges with the same Product Rate Plan ID are treated separately, and each charge can have its own custom fields and prices.
Due to a limitation in Salesforce, charges with more than 500 tiers were not shown on the Choose Product and Charges page. Now Zuora Quotes supports a maximum of 500 tiers in one charge in the product selector, and a warning message appears if there are more than 500 tiers in one charge.
If you tested the Zuora Quotes connection without an entry in the Salesforce remote site setting, you received a generic error message, "...failure after 4 attempts." The issue was fixed, and now the actual error message is appended to the generic error message.
The 6.1.10 release includes the following resolved issue as well as other internal operational fixes.
The 6.1.11 release includes the following resolved issue as well as other internal operational fixes.
When creating an Amendment or Renewal Quote in Zuora Quotes, you can now edit the custom field values for existing rate plan charges in the subscription that is being amended or renewed. When you send the quote to Zuora, the custom field values will be available in the rate plan charges in the newer version of the subscription.