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Upgrade Zuora Quotes to Q1 2014 (Version 6.1)

This document explains how to upgrade from Zuora Quotes Q4 2013 Titanium release (version 6.0)  to Zuora Quotes Q1 2014 release (version 6.1).  

f Zuora for Salesforce Quotes has never been installed on your Salesforce org, perform the standard installation instruction as described in standard initial installation.

Prepare to Upgrade Zuora Quotes

Install or Upgrade Zuora 360 to Version 2.80

Prior to your upgrade to Zuora Quotes Q1 '14 release, we recommend that you install or upgrade Zuora 360 to the version 2.80. See Upgrade Zuora 360 for the upgrade instruction.

Run a Manual Sync of Accounts and Related Objects

To ensure that your Salesforce org has the latest Zuora data, log into your Zuora tenant and perform a manual sync of Accounts and Related Objects. See Synchronize Data from Z-Billing for detail instruction.

Manual_Sync.png

Upgrade Zuora Quotes to Q1 2014

Follow the setup procedures described in this section to upgrade your Zuora Quotes to the Q1 '14 Release (version 6.1) from the Titanium Release (version 6.0).  

Install the Managed Package on Salesforce

Request the Zuora Quotes package installation link from Zuora Global Support, and install the version 6.1 of Zuora Quotes. See Install the Zuora for Salesforce Quotes Package for detailed steps. 

After the installation has completed, a post-installation script automatically starts. This script schedules four Apex jobs to migrate the data required for the new features in Q1 '14 release. These Apex jobs may take a while to complete.

To check the status of the post-installation jobs:

  • Navigate to Setup > Administration Setup > MonitoringApex Jobs and verify that the following jobs have completed: 
  • TermsAndConditionsMigration
  • QuoteMigration
  • QuoteRatePlanChargeMigration
  • QuoteChargeSummaryMigration

Terms and Conditions Migration

The TermsAndConditionsMigration job populates the new terms and conditions fields that were added to all Amendment and Renewal quotes. The new fields are used to support the new Terms and Conditions amendment enhancement. Because the migration job uses the terms and conditions values from Zuora 360 for the existing Amendment and Renewal subscription quotes,  for this migration job to work successfully, a Zuora 360 sync session must be completed prior to upgrading.

The TermsAndConditionsMigration job will not be able to populate the terms and conditions values in the following cases: 

  • Zuora 360 is not installed in your Salesforce org.
  • Zuora 360 is installed in your Salesforce org, but the subscriptions being amended or renewed are not the latest version in Zuora. These subscriptions have been deleted by Zuora 360 sync in your Salesforce org.  
  • Zuora 360 is installed in your Salesforce org, but you did not run a manual Zuora 360 sync prior to installing Zuora Quotes version 6.1. Even though the subscriptions are active in Zuora, the subscriptions cannot be found in Zuora 360.

In the third case, you can manually launch the TermsAndConditionsMigration job.

To manually run the TermsAndConditionsMigration job:

  1. Run a manual Zuora 360 sync. 
  2. In Salesforce, navigate to user name > Developer Console.
  3. In Developer Consoler, navigate to Debug > Open Execute Anonymous Window.
  4. Enter the following Apex script in the Enter Apex Code window and click Execute:
    • Database.executeBatch( new zqu.TermsAndConditionsMigration() )
  5. Navigate to Setup > Administration Setup > MonitoringApex Jobs and verify that the TermsAndConditionMigration job is running.

Quote Migration

The QuoteMigration job populates the two new fields introduced in the Zuora Quotes 6.1.0 release:

  • Starting in this release, you can create a new quote directly from an account without an opportunity. A new field, zqu__Quote__c.zqu__Account__c, stores the associated Account ID. In order for the quoting process to work properly on existing quotes, the QuoteMigration job populates the zqu__Quote__c.zqu__Account__c field with the Account ID on the associated  opportunity (zqu__Quote__c.zqu__<wbr style="line-height: 19.200000762939453px;"/>Opportunity__r.AccountId).  
  • The QuoteMigration job populates the quote-level Process Payment field, zqu__Quote__c.zqu__<wbr style="line-height: 19.200000762939453px;"/>ProcessPayment__c, with the value set at the organization level.

Assign Permissions to New Apex Classes and Visualforce Pages

For each applicable user profile, follow the steps below to grant access to the newly added Apex classes and Visualforce pages to the profile:

  1. Navigate to Setup > Administration Setup > Manage Users > Profiles.
  2. Click the profile to whom you want to grant accesses to the Apex classes and Visualforce pages.
  3. On the Profile page, go to the Enabled Apex Class Access section and click Edit.
  4. On the Enable Apex Class Access page, click and add all Apex classes with the namespace "zqu" from the Available Apex Classes column to the Enabled Apex Classes column.
    EnableApexAccess.png
  5. Click Save.
  6. On the Profile page, go to the Enabled Visualforce Page Access section and click Edit.
  7. On the Enable Visualforce Page Access page, click and add all Visualforce pages with the namespace "zqu" from the Available Visualforce Pages column to the Enabled Visualforce Pages column.
    EnableVFAccess.png
  8. Click Save.

Assign Page Layouts v6.1 for Quote Object

New page layouts were added for each record type in this release. These page layouts include new field layouts and new buttons.

For each applicable user profile, follow these steps to assign the new page layouts to the profile:

  1. Navigate to Setup > Administration Setup > Manage Users > Profiles.
  2. Click the profile to which you want to assign page layouts.
  3. On the Profile page, go to the Page Layouts section.
  4. In the Custom Object Layouts sub-section, click View Assignment next to the Quote object.
  5. On the Page Layout Assignment page for Quote, click Edit Assignment.
  6. On the Edit Page Layout Assignment page, click the record type to be assigned, such as Master, Amendment, Amendment ReadOnly.
  7. With the profile and a record type highlighted, click the Page Layout To Use field, and select Quote Layout V6.1 of each record type. For example, for the Amendment ReadOnly record type, assign Quote Layout - Amendment Read-Only v6.1.
  8. Repeat Step 7 for each record type.
  9. Click Save.

The following image shows the new page layout, Quote Layout - Default V6.1, for the Master record type assigned to the System Administrator profile.

Quote_Layout_Default.png

The following image show the new page layout, Quote Layout - Cancellation V6.1, for the Cancellation record type assigned to the System Administrator profile.

Quote_Layout_Cancel.png

Set Object-Level and Field-Level Permissions to New Custom Objects

The following new custom objects were added to support Zuora Quotes configuration settings:
  • Format Object (zqu__Format_Object__c)
  • List Filter (zqu__List_Filter__c)
  • List Filter Item (zqu__List_Filter_Item__c)
  • Quote TCV Status (zqu__QuoteTCVStatus__c)

For each applicable user profile, follow these steps to grant the profile the object-level permissions for the new custom objects:

  1. Navigate to Setup > Administration Setup > Manage Users > Profiles.
  2. Click the profile to which you want to grant permissions.
  3. On the Profile page, click Edit.
  4. In the Custom Object Permissions section, grant necessary object-level accesses to the new custom objects, Format Object, List Filter, List Filter Item, and Quote TCV Status, to the user profile.
    Custom_Object_Permissions.png
  5. Click Save.

For each applicable user profile, follow these steps to grant the profile the field-level permissions for the new custom objects:

  1. Navigate to Setup > Administration Setup > Manage Users > Profiles.
  2. Click the profile to which you want to grant permissions.
  3. In the Field-Level Security section on the Profile page, repeat the following steps for each custom object, Format Object, List Filter List Filter Item, or Quote TCV Status.
    1. In the Custom Field-level Security sub-section, click View next to the object, namely, Format Object, List Filter List Filter Item, or Quote TCV Status.
    2. Click Edit.
    3. On the Field-level Security for profile page, select Visible for all available fields.
    4. Grant the user profile other necessary object-level accesses to this object. Click Save.
      Format_Object_Permissions.png

Set Field-Level Security for All New Fields Added to Existing Objects

In Q1 '14 release, the following new fields were added to existing objects to support new features: 

Object Field Description
Quote
(zqu__Quote__c)

Account
(zqu__Account__c)

Stores the Account ID associated with the quote.

Process Payment
(zqu__ProcessPayment__c)

A boolean value indicating whether the payment needs to be processed when the quote is sent to Z-Billing.
Quote Amendment
(zqu__QuoteAmendment__c)

Auto Renew
(zqu__AutoRenew__c)

New fields to support Terms and Conditions Amendment quotes.
Initial Term
(zqu__InitialTerm__c)
Renewal Term
(zqu__RenewalTerm__c)
Term Start Date
(zqu__TermStartDate__c)
Term Type
(zqu__TermType__c)
Quote Charge
(zqu__QuoteCharge__c)
Trigger Date
(zqu__TriggerDate__c)
New fields to support the override of the Product Rate Plan Charge attributes at the quote charge level when a New Subscription quote is sent to Z-Billing. 
Trigger Event
(zqu__TriggerEvent__c)
Billing Period Alignment
(zqu__BillingPeriodAlignment__c)
Quote Rate Plan Charge
(zqu__QuoteRatePlanCharge__c)
Billing Period Alignment
(zqu__BillingPeriodAlignment__c)
New fields as placeholder attributes for features planned in a future release.
Trigger Date
(zqu__TriggerDate__c)
Trigger Event
(zqu__TriggerEvent__c)
Included Units
(zqu__IncludedUnits__c)
New field to support the amendment of Included Units for an Amendment or a Renewal quote.

For each applicable profile, follow the below steps to grant the profile the field-level permissions to all newly added fields:

  1. Navigate to Setup > Administration Setup > Manage Users > Profiles.
  2. Select the profile to which you want to grant field-level permissions.
  3. On the Profile page, go to the Field-Level Security section.
  4. For each of the above objects: 
    1. In the Custom Field-Level Security sub-section, click View next to the selected object, e.g. Quote.
    2. On the Field-level Security for Profile page, click Edit.
    3. Select Visible for all applicable newly added fields.  Click Save.

Upgrade Object Layouts

In Q1 '14 release, we have included a few changes to the Quote Object Layouts, supported by field sets.  Specifically we have updated the following field sets: 

Field Set Name Field Set Change Field Set API Name
Subscription Terms Renamed to: Subscription Terms and Conditions zqu__Amend_Edit_Subscription_Terms
Subscription Terms Renamed to: Subscription Terms and Conditions zqu__Amend_Quote_Subscription_Terms
Subscription Terms Renamed to: Subscription Terms and Conditions zqu__Detail_Subscription_Terms
Subscription Terms Renamed to: Subscription Terms and Conditions zqu__Renewal_Quote_Subscription_Terms
Subscription Terms Renamed to: Subscription Terms and Conditions zqu__Subscription_Terms

If you have customized these field sets in previous releases, e.g., modified the field set names, added / removed fields, then follow the steps below to update your customized field sets. If you have not customized these field sets, you can skip this step as the field sets will be automatically updated.

To update a field set:

  1. Navigate to Setup > App Setup > Create > Objects and click Quote.
  2. In the Field Sets(BETA) section, for each of the following field set, click Edit next to the field set to update. See below for detail.
    • zqu__Amend_Edit_Subscription_Terms
    • zqu__Amend_Quote_Subscription_Terms
    • zqu__Detail_Subscription_Terms
    • zqu__Renewal_Quote_Subscription_Terms
    • zqu__Subscription_Terms
  3. Click Save.

Update Field Set zqu__Amend_Edit_Subscription_Terms

Drag and drop the following fields into the Selected Fields column and then click Save.

  • Start Date (zqu)
  • Subscription Version (zqu)
  • Subscription Term Type (zqu)
  • Initial Term (zqu)
  • Renewal Term (zqu)
  • Subscription Term Start Date (zqu)
  • Subscription Term End Date (zqu)
  • Auto Renew (zqu)
  • Generate Invoice (zqu)
  • Invoice Processing Option (zqu)
  • Process Payment (zqu)

Update Field Set zqu__Amend_Quote_Subscription_Terms

Drag and drop the following fields into the Selected Fields column and then click Save.

  • Start Date (zqu)
  • Subscription Version (zqu)
  • Subscription Term Type (zqu)
  • Initial Term (zqu)
  • Renewal Term (zqu)
  • Subscription Term Start Date (zqu)
  • Subscription Term End Date (zqu)
  • Auto Renew (zqu)
  • Generate Invoice (zqu)
  • Invoice Processing Option (zqu)
  • Process Payment (zqu)

Update Field Set zqu__Detail_Subscription_Terms

Drag and drop the following fields into the Selected Fields column and then click Save.

  • Start Date (zqu)
  • Subscription Term Type (zqu)
  • Term Start Date (zqu)
  • Initial Term (zqu)
  • Service Activation Date (zqu)
  • Renewal Term (zqu)
  • Customer Acceptance Date (zqu)
  • Auto Renew (zqu)
  • Generate Invoice (zqu)
  • Invoice Processing Option (zqu)
  • Process Payment (zqu)

Update Field Set zqu__Renewal_Quote_Subscription_Terms

Drag and drop the following fields into the Selected Fields column and then click Save.

  • Start Date (zqu)
  • Subscription Term Type (zqu)
  • Subscription Version (zqu)
  • Renewal Term (zqu)
  • Subscription Term Start Date (zqu)
  • Subscription Term End Date (zqu)
  • Auto Renew (zqu)
  • Generate Invoice (zqu)
  • Invoice Processing Option (zqu)
  • Process Payment (zqu)

Update Field Set zqu__Subscription_Terms

Drag and drop the following fields into the Selected Fields column and then click Save.

  • Start Date (zqu)
  • Subscription Term Type (zqu)
  • Initial Term (zqu)
  • Renewal Term (zqu)
  • Auto Renew (zqu)
  • Generate Invoice (zqu)
  • Invoice Processing Option (zqu)
  • Process Payment (zqu)

Add the "New Quote" Button to Quote List Layout

In Q1 '14 release, we support the ability to create a new quote without an opportunity.  A new "New Quote" button is added to the Quote List Layout.  

To configure the New Quote button on the Quote List Layout

  1. Navigate to Setup > App Setup > Create > Objects.
  2. Click Quote.
  3. In the Search Layouts section, and click Edit next to Quote List View.
  4. On Edit Search Layout page, if New Quote is not in the Selected Buttons list, click New Quote and then click the Add arrow to move it to the Selected Buttons list.
    New_Quote_Button.png
  5. Click Save.

Add New Fields to Quote Charge Default Record Type

The Billing Period Alignment and Trigger Event fields were added to the Quote Charge Default record type.

To add the new fields to Quote Charge:

  1. Navigate to  Setup > Create > Objects.
  2. Click Quote Charge.
  3. In the Record Types section, click Default.
  4. In the Picklists Available for Editing section, click Edit next to Billing Period Alignment.
  5. In the Picklist Values section, add all values from the Available Values column to the Selected Values column.
  6. In the Default field, select None.
  7. Click Save.
  8. In the Picklists Available for Editing section, click Edit next to Trigger Event.
  9. In the Picklist Values section, add all values from the Available Values column to the Selected Values column. 
  10. In the Default field, select None.
  11. Click Save.

Configure the New Zuora Configuration Settings

The following Zuora Configuration settings were introduced in this release. Configure these settings according to your organization's needs. 

Auto-fill Dates for Quote Metrics Preview

If you want to set Service Activation Date and Customer Acceptance Date in addition to Contract Effective Date after the quote is sent to Z-Billing, enable this setting in Zuora Config.  Once enabled, the setting will set a default value to Service Activation Date and Customer Acceptance Date when calculating the quote metrics.

See Configure Quote Settings for more information and enabling this option.

Quote TCV Rollup Settings

Prior to Q1 '14 release, we roll up the Quote TCV (zqu__Preview_TCV__c) as its associated opportunity's amount.  If there are more than one quotes associated to one opportunity, we rolled up the quote total of the last modified quote.  In Q1 '14 release, you will be able to apply a percentage of each quote's TCV to the associated opportunity based on the quote's status.  

See Quote Metrics for more information and configuring this setting.

Last modified
13:21, 13 Jul 2017

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