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Known Limitations in Orders and Order Metrics

Zuora

Known Limitations in Orders and Order Metrics

This article describes the known limitations in the current version of Orders and Order Metrics.

Limitations in Orders for Zuora Billing

Orders is now generally available as of Zuora Billing Release 284 (August 2019). You can access all the new capabilities in the Sandbox environment starting August 31, 2020. The Production deployment is September 10, 2020.

If you are an existing Zuora Subscribe and Amend customer and want to adopt Orders, see What is Orders Harmonization and join the Orders Harmonization community group for more information. If you want to enable Orders, submit a request at Zuora Global Support.

The table below describes known limitations in Orders (Orders Harmonization) for Zuora Billing. The Orders (Orders Harmonization) feature shares the same limits as Order Metrics and extends to a few more limits.

Feature Limitations

Order Actions

  • You can change the term start date of a renewed subscription through a T&Cs order action. However, when changing it to an earlier date, this date must not be earlier than the term start date of the current term before this T&Cs.
  • With the Single Transaction Subscribe and Amend functionality enabled, when you suspend a subscription in Subscribe/Amend, you cannot resume it in Orders, and vise verse, when you suspend a subscription in Orders, you cannot resume it in Subscribe/Amend.

Discounts

  • Discounts are not supported at the account level. Discount metrics are calculated for subscription and rate plan level discounts. If an account has a subscription with an account level discount, you will not be able to create any other subscriptions under that account.

  • You can perform the following actions for subscriptions with account level discounts, however no metrics will be generated:

    • Create Subscription (without an account level discount)
    • Add Product (without an account level discount)
    • Update
    • Remove
    • T&Cs
    • Cancellation
    • Renew
    • Suspend / Resume
  • Update of a fixed amount discount is not supported.

Pending Subscriptions and Pending Amendments

  • Creation of pending subscriptions is supported via API and UI. 

  • Migration of pending subscriptions and amendments are not supported in the current amendment migration job to orders. However, since the Subscribe/Amend APIs are now available on Orders tenants, you can still activate these pending subscriptions and amendments via the Subscribe/Amend APIs.

  • Pending order actions/amendments are supported via API and UI with limitations

Features

  • Features are copied from your product catalog to subscriptions, but you cannot modify (neither override nor update) features.

Invoice Processing Scope
  • You cannot currently set the invoice processing scope of an Order.
Prepayment
  • Prepayment is a deprecated feature of Zuora and is not supported in Orders.
Data Access Control
  • DAC is not a currently supported feature in the Orders UI.
Discount Applied Metrics
  • DAM is not supported with Orders.
MRR Trend Export
  • MRR Trend Export is not supported with Orders.
MRR (Contracted) Changes Export
  • MRR (Contracted) Changes Export is not supported with Orders.
For Usage Charges, Amend or Cancel a Subscription Before the Last Invoice Date

If you have usage charges, you cannot perform the following order actions with an effective date before the last invoice date:

  • Create a "Cancel a Subscription" order action to cancel a subscription that has a usage charge.
  • Create a "Remove a Product" order action to remove a product that has a usage charge.
  • Create an "Update a Product" order action to update a usage charge.

However, you can create an "Add a Product" order action to add a product that has a usage charge before the last invoice date.

Initial and Renewal Term The initial term or renewal term of a subscription cannot be longer than 10 years.

See the REST API Reference for how to programmatically implement orders in Zuora.

Limitations in Order Metrics

This section is for the existing Zuora Subscribe and Amend customers who have enabled Order Metrics only (not full Orders).

As of Zuora Billing Release 284, Orders is generally available and the Order Metrics feature is no longer available as a standalone feature. If you are an existing Subscribe and Amend customer and want Order Metrics only, you must turn on Orders Harmonization. Join the Orders Harmonization Community group for more information. You can still keep the existing Subscribe and Amend API integrations to create and manage subscriptions. 

The table below describes known limitations in Order Metrics for Zuora Billing. Note you must have full Orders turned on to support the Orders integration with Zuora CPQ. 

Feature Limitations

Amendments

  • The following type of subscriptions are not supported to be migrated to Order Metrics: if you have changed the term start date to an earlier date via a T&Cs amendment after performing a renewal. Doing so would result in potential gaps in the order metrics generated.

  • After Order Metrics is enabled, you cannot change the term start date via a T&Cs amendment if a Renewal amendment is already in place. 

Discounts

  • Discounts are not supported at the account level. You cannot change the discounts that are at rate plan level or subscription level to account level or create additional subscriptions on accounts with account-level discounts. Discount metrics are, however, calculated for discounts at the subscription level and rate plan level.

  • You can perform the following amendments for subscriptions with account level discounts, however no metrics will be generated:

    • Create Subscription (without an account level discount)
    • Add Product (without an account level discount)
    • Update
    • Remove
    • T&Cs
    • Cancellation
    • Renew
    • Suspend / Resume
Pending Subscriptions
  • You can still create pending subscriptions and pending amendments by not providing all trigger dates with this feature turned on; however, Order Metrics will not be generated for that subscription until it is fully activated.
Prepayment
  • Prepayment is a deprecated feature of Zuora and is not supported in Order Metrics.  
Discount Applied Metrics
  • DAM is not supported with Order Metrics.
MRR Trend Export
  • MRR Trend Export is not supported with Order Metrics.
MRR (Contracted) Changes Export
  • MRR (Contracted) Changes Export is not supported with Order Metrics.

Limitations in Orders for Zuora CPQ

The below table describes known limitations in Zuora CPQ.

Feature Limitations

PDF for Ramp Deals

  • Zuora Quotes will only output a Ramp Deal in a single table, representing date ranges from one Action to the next Action. There is no custom grouping of Charges into arbitrary time periods. This is due to the limitation of Zuora’s quote document generation. You need to use other tools, such as Workflow Custom Document or Conga, to do the custom grouping of information.

Bundling

  • Zuora Quotes does not currently support Bundling with Orders.

System Custom Fields
  • Zuora Quotes does not currently support system custom fields with Orders since Orders do not yet support system custom fields. Therefore, you cannot send a  __QT custom field to Zuora when Orders is enabled.

Limitations in Orders for Insights

The below table describes known limitations in the Zuora Insights add-on when the Orders feature is enabled.

Feature Limitations

Insights Analysis

  • Insights Analysis is not supported when the Orders feature is enabled.