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Upgrade Zuora Quotes to Q3 2016 (Version 7.3 and 7.4)

This document explains how to upgrade Zuora Quotes Q1 2016 Release (Version 7.1.x) to the Q3 2016 Release (Version 7.3x or 7.4x).

If you have made any customizations to the out-of-the-box Zuora Quotes, you may run into issues upon upgrade. In some cases, code changes may be required upon upgrade across versions. Refer to the release notes for the  new or updated features in this release and to determine if your customization needs to be revisited.

Notable changes, in this release and previous releases, that may affect your customization are:

  • In 6.54, the Quote Charge object was migrated to the Quote Rate Plan Charge object.
  • Starting from 7.x, the Product2 object is used for products instead of ZProduct.Product2 object is used for products instead of ZProduct.

If you are on an older version than 7.1.x, follow the Zuora Quotes Upgrade Paths and perform the required upgrade steps in each version first.  For example:

  • If your current version is 5.9x, your upgrade path is: 5.90 > 5.100 >  6.0 > 7.1.x > 7.3 > 7.4x
  • If your current version is Titanium Release, version 6.0, 6.50, 6.60, or 7.0, your upgrade path is: 6.0 > 7.1.x > 7.3 > 7.4x
  • If your current version is 6.50, 6.60, or 7.1.x, you must manually run the migration script in the following scenario:
    • You have not run the migration script introduced in Version 6.51.
    • Your migration script failed with an error.

If Zuora Quotes has never been installed in your Salesforce org, perform the standard installation as described in Install the Zuora Quotes Package.

The steps given in this article are based on the latest Salesforce Setup menu. If you are using the older version of the Setup menu in you Salesforce org, you may need to take a slightly different path to access the setup pages. Refer to Salesforce documentation for the exact steps to perform the tasks.

Follow the steps to upgrade Zuora Quotes to this version:

  1. Remove the custom ZProduct tab in Salesforce
  2. Install the Zuora for Salesforce Quotes package
  3. Run Manual Syncs of Product Catalog
  4. Add newly added subscription types to Quote Wizard Step
  5. Add the new Clone Quote and Maintain Quote buttons to the Quote Detail page layouts
  6. If you are using Bundling, download the latest Quote Template from Zuora and use it to update your quote PDF documents.

Run Manual Syncs of Product Catalog

To ensure that your Salesforce org has the latest Zuora data, log into your Zuora tenant and perform manual sync operations of your Zuora Product Catalog.

If your tenant has the Enable Bundling turned on, you need to:

  1. Disable the Enable Bundling setting.
  2. Sync the product catalog from Zuora to Salesforce.
  3. Re-enable bundling.

To disable or enable the tenant setting, contact Zuora Global Support.

See Synchronize Data from Zuora for performing the Product Catalog sync.

Add Newly Added Subscription Types to Quote Wizard Step

In the Quote Wizard, new page layouts were added for editing quotes.

To add the new subscription types to have them available in the Quote Wizard Settings:

  1. Navigate to Setup > Create > Objects > Quote Wizard Step
  2. In the Custom Fields and Relationships section, click Subscription Type.
  3. In the Picklist Value Set section, click New.
  4. On the Add Picklist Values page, type the following values:
    • Edit Subscription
    • Edit Amendment
    • Edit Renewal
  5. Click Save.

Add Clone Quote and Maintain Quote Buttons to Quote Detail Page Layouts

Edit the appropriate Quote layouts and add the new Clone Quote and Maintain Quote buttons to clone and edit quotes. 

  1. Navigate to Setup > Create > Objects > Quote.
  2. In the Page Layouts section, for each of the following page layouts, click Edit.
    • Quote Layout - Amendment v7.0
    • Quote Layout - Default V7.0
    • Quote Layout - Renewal V7.0
  3. Click Buttons.
  4. Drag and drop Clone Quote and Maintain Quote to the Quote Detail section.
  5. Click Save.

Add Migrate Button to Rules List View

To use the rules export and import features introduced in Zuora Quotes 7.3, add the Migrate button to the Rules search layout when you upgrade to Quotes 7.3 package from an earlier version of 7.x.

  1. Navigate to Setup > Create > Objects > Rule.
  2. In the Search Layouts section, click Edit next to Rules List View.
  3. In the Custom Buttons section, move Migrate from the Available Buttons list to Selected Buttons list.
  4. Click Save.

Upgrade to Zuora Quotes 7.40

Follow the steps to upgrade Zuora Quotes to Version 7.40. All the steps are required for the upgrade.

  1. Update Zuora Config Connection Settings to use the Version 80 of Zuora WSDL.
  2. Delete any Billing Entity record with the 4-digit entity id and run a Product Catalog Sync.
    The Entity Ids fields, namely, EntityID and ParentEntityID, on the Entity object now use the 32-character UUID.
  3. Perform a Product Catalog sync from Zuora to Zuora Quotes. 
    If you are not using the permission set provided with Zuora Quotes, grant the sync user the Write access to:
    • The Billing Entity object and all the fields of this object
    • The Billing Entity lookup fields and Entity Id fields in all object
  4. Perform a Accounts and Related Objects sync from Zuora to Zuora Quotes if upgrading from the Version 7.2 or later.
  5. Add picklist values for the term type field on the Quote object.
  6. Check the Quote Rate Plan Charge migration job status.

Add Picklist Values for the Term Period Types

  1. Browse to Setup > Create > Objects > Quote (Zuora for Salesforce)
  2. In the Record Types section, perform the following.
    1. Click the Amendment record type.
      1. Click Edit for Initial Term Period Type.
      2. Add all Available Values to Selected Values list.
      3. In the Default field, click and select Month.
      4. Click Save.
      5. Click Edit for Renewal Term Period Type and repeat the Steps #4, #5, and #6.
    2. Click the Default record type. 
      1. Click Edit for Initial Term Period Type.
      2. Add all Available Values to Selected Values list.
      3. In the Default field, click and select Month.
      4. Click Save.
      5. Click Edit for Renewal Term Period Type and repeat the Steps #4, #5, and #6.
    3. Click the Renewal record type.
      1. Click Edit for Initial Term Period Type.
      2. Add all Available Values to Selected Values list.
      3. In the Default field, click and select Month.
      4. Click Save.
      5. Click Edit for Renewal Term Period Type and repeat the Steps #4, #5, and #6.

Check the Migration Job Status

A new migration script will populate the Product Name and Rate Plan Name fields in the Quote Rate Plan Charge objects if the fields are empty.

If you are upgrading from the Version 7.x, you need to manually execute the migration script in Developer Console:

Database.executeBatch(new zqu.QuoteRatePlanChargeProductNameMigration());

If you are upgrading from the Version 6.x or earlier, after the installation completes, the post-installation script will automatically start to migrate quote rate plan charges. 

The Apex job may take some time to complete. 

To check the status of the post-installation job:

  1. Navigate to Setup > JobsApex Jobs. The above post-installation job will be listed as a ChainedJob in the Apex Jobs table.
  2. Verify that the ChainedJob has completed.
  3. If the job failed, check the error details, fix the error, and manually run it again as below in the Developer Console:
    Database.executeBatch(new zqu.QuoteRatePlanChargeProductNameMigration());

Upgrade to Zuora Quotes 7.43

Follow the steps to upgrade Zuora Quotes to Version 7.43. All the steps are required for the upgrade.

Add New Picklist Options for Weekly Billing Support

Add the new picklist options for the following fields.

Object Field Picklist Value to Add
Product Rate Plan Charge Bill Cycle Type
  • Specific Day of Week
  List Price Base
  • Per Week
  Billing Period
  • Week
  • Specific Weeks
Quote Rate Plan Charge Bill Cycle Type
  • SpecificDayofWeek
  List Price Base
  • Per Week
  Period
  • Week
  • Specific Weeks

 

To add the new picklist values:

  1. Navigate to Setup > Create > Objects.
  2. Click the object name, i.e. Product Rate Plan Charge or Quote Rate Plan Charge.
  3. In the Custom Fields & Relationships section, click the field name. 
  4. In the Values section, click New.
  5. On the Add Picklist Values page, type the picklist values.
  6. Click Save.

New Quote Config Setting 

A  new Zuora Configuration setting was introduced in this release: Enforce Unique Subscription Quote Number

Configure the setting according to your organization's needs. 

Grant Non-Admin Profiles the Read Permission on the Billing Accounts Object

The way how permissions were handled has changed, and you need to grant you non-admin profiles the Read permission on the Billing Account object.

To grant the Read permission for Billing Account:

  1. Navigate to Setup > Manage Users > Profiles.
  2. Click the profile to which you want to grant permissions.
  3. In the Apps section, click Object Settings.
  4. Click Billing Accounts.
  5. On the Profile page, click Edit.
  6. In the Object Permissions section, select Enabled for the Read permission.
  7. Click Save.

Upgrade to Zuora Quotes 7.44

To upgrade Zuora Quotes to Version 7.44, perform the following step. The step is required for the upgrade.

Last modified
16:26, 28 Feb 2017

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