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Manage Existing Products on a Subscription

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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.

This article describes the Store Existing Products feature, which enables you to manage existing products on a subscription.

A batch job storeExistingProductsJob and a new Quote Amendment type Original are introduced for this feature. The batch job gets a single Quote Amendment record created in your quote with the type being Original, which contains the data from the existing subscription in Zuora. Therefore, you can manage the existing products on a subscription in your org without having to retrieve the data from Zuora again. You can monitor the status of this job by navigating to Setup > MonitorJobs > Apex Jobs. See more information about the Quote Amendment object in Zuora for Salesforce Object Model.

You can enable the Store Existing Products feature by navigating to Zuora Config > Advanced Quoting Configuration Settings and selecting the Store Existing Products check box.

Once the Orders feature is turned on, you can enable the Store Existing Products feature. After that, when an amendment or renewal quote first gets created from the Create Amendment/Renewal Quote page, the storeExistingProducts batch job will be triggered. The Quote Rate Plans, Quote Rate Plan Charges, and Tiers information of your existing products on a subscription will be stored in an Original Quote Amendment object record. Next, when the Product Selector is initiated, the ORIGINAL product information is retrieved from the record rather than from Zuora, improving the data retrieving performance.

You can check the generated Original Quote Amendment record in the Quote Amendments section on your Quote Detail page, as shown below:

Quotes_Amendment_Original.png

To display the Quote Amendments section on your Quote Detail page:

  1. Click Edit Layout on the right top of your Quote Detail page.
  2. Click Related Lists to display the related lists that you can add to the Quote Details page. 
  3. Drag Quote Amendments from the list of related lists to the page.
  4. Click the Related List Properties icon for Quote Amendments.
  5. In the Related List Properties dialog, select the columns that you want to display in quote amendments, and the order in which you want them to be displayed.
  6. Click OK.
  7. Click Save.

You can also trigger the storeExistingProductsJob job and get the Original Quote Amendment record generated via the zqu.zQuoteUtilstore.ExistingProducts global method. This global method can be run without the Orders feature on. See zQuoteUtil Global Methods for the zqu.zQuoteUtilstore.storeExistingProducts global method. A sample code is as below:

//Trigger the storeExistingProducts job
zqu__Quote__c quote = [SELECT Id, Name, zqu__SubscriptionType__c, zqu__ExistSubscriptionID__c FROM zqu__Quote__c WHERE Id = 'a0if40000013dLPAAY'];
zqu.zQuoteUtil.storeExistingProducts(new List<zqu__Quote__c>{quote});
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