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Upgrade Zuora Quotes to Q2 2013 (Version 5.1)

This article describes how to upgrade Zuora Quotes to the 5.100 version (Q2 2013 Release). This release includes the following:

  • Added a new record type "Cancellation" to support cancelling quotes
  • Added new page layouts, fields and global classes and components.

Follow the steps in this article to upgrade to the Q2 2013 Release.

Determine Which Version of Zuora Quotes is Installed

To upgrade Zuora Quotes, determine the version of Zuora Quotes that you have installed, then perform the upgrade process if necessary.  

In Salesforce, click user name > Setup

  1. In the left navigation bar, click Installed Packages
  2. Verify the version number for Zuora Quotes
    Example for Finding Installed Version

The current version is 5.100. If you have an older version and wish to upgrade, contact Zuora Global Support . Request an installation link and follow the steps in this article.

If you do not have Zuora Quotes installed, contact Zuora Global Support to request an installation link. See Installing Zuora Quotes for steps on how to install.

Grant Record Type Access to Selected User Profiles

To configure page layouts through the new Layout Configuration Settings page, you must grant record type access to the user profiles. 

  1. Navigate to Setup > Administration Setup > Manage Users > Profiles.
  2. Select a profile to add the record type access. 
  3. On the profile details page, navigate to the Record Type Settings section and to the Custom Record Type Settings sub-section, click  Edit next to Quote object.
  4. Push all record types to the Selected Record Types column. The default record type remains "Default".  
  5. Click Save.
  6. Repeat these steps for all required user profiles.

Assign Page Layouts v5.100 for Quote Object 

We have added new page layouts for each record type in Zuora Quotes Q3 2013 Release. These page layouts include new field layouts and new buttons.

Do the following to assign the new page layouts to the user profiles.

  1. Navigate to Setup > Administration Setup > Manage Users > Profiles.
  2. Select a profile to add the record type access for configuring the page layouts. 
  3. On user profile properties page, go to the Page Layout section and to the Custom Page Layout sub-section, click the View Assignment link next to the Quote object.
  4. On  the Page Layout Assignment page for the quote, select the user profiles, and click Edit Assignment.
  5. Assign the Quote page layout v5.100 of each record type to all selected user profiles. Follow these screenshots:

Add All Recordtypes

Zuora Quote Set Layout Example 1

Quotes Set Layout Example 2

Quotes set layout Example 3

Grant Access to New Apex Classes and VisualForce Pages

Give user profiles access to new Apex classes and VisualForce pages.  Do the following:

  1. Navigate to Setup > Administration Setup > Manage Users > Profiles.
  2. Select a profile to add the record type access needed to configure the page layouts. 
  3. On user profile properties page, go to the Enabled Apex Classes section, click Edit.
  4. Use the following screenshot to add the Apex classes to the Enabled Apex Classes column and click Save.
    Add Classes
  5. Navigate back to the profile properties page. Go to Enabled VisualForce Pages section, click Edit.
  6. Use the following screenshot to add the VisualForce pages to the Enabled VisualForce Pages column. Click Save.
    Add Pages
  7. Repeat these steps for each required profile.

Set Field-level Security for New Fields on the Quote Object

Do the following to grant field-level security to new fields added on the Quote object:

  1. Navigate to Setup > Administration Setup > Manage Users > Profiles.
  2. Select a profile where you want to add the record type accesses in order to configure the page layouts. 
  3. On user profile properties page, go to Field-level Security section and in the Custom Field-level Security sub-section, click View next to Quote object.
  4. On the Quote Field-level Security page, click Edit.  Grant the required field-level security for the following new fields: 
    • Cancellation Date
    • Cancellation Effective Date
    • Electronic Payment Method Id
    • Quote Template
    • Zuora Parent Billing Account ID
    • Zuora Parent Billing Account Name
  5. Click Save.
  6. Repeat these steps for each required profile. 

Field Level Security

Set Object-Level Permissions to New Objects

We introduced two new objects: Field Set Config and Hosted Page Settings.  These objects are used for Zuora Quotes Configurations.

Do the following to grant the object-level security to these objects: 

  1. Navigate to Setup > Administration Setup > Manage Users > Profiles.
  2. Select a profile to add the record type access needed to configure the page layouts. 
  3. On user profile properties page, go to Object-level Permissions section and in the Custom Field-level Security sub-section, click View next to the Quote object .
  4. Click Edit.  
  5. Use the following screenshot to help you grant required object-level access for these objects to the user profile.
    New Objects
  6. Click Save.
  7. Repeat these steps for each required profile.

Choose an Electronic Payment Method Setting option

We now support electronic payment methods in the quoting flow.  

Do the following to configure a default Electronic Payment Method Setting:

  1. Navigate to Z-Quote Config.
  2. Click Quote Configuration Settings and then click Edit Settings.
  3. In the Payment Method Settings field, choose a setting for your organization. 
    Set Payment Method

Setup Lookup Field Set

Required only if you do not have Zuora 360  version 2.61 installed.

We recommend you to upgrade toZuora 360 version 2.61 to use together with Zuora Quotes version 5.100 (Q2  203 release).  If you have not upgraded to Zuora 360 version 2.61, do the following to add a several Field Sets for the lookup configurations and assign these field sets with the lookup layouts.
  1. Navigate to Setup > App Set > Create > Objects.
  2. Select  the Billing Account  object associated with the Zuora 360  Managed Package.
  3. In the Field Set section, click New to create a new custom field set.  
  4. Enter the following information on the New Field Set page and then click Save:
    • Billing Account Name
    • Account
    • Currency
    • Parent 
    • Field Set Label: "MyBillingAccountSet
    • Field Set Name: "MyBillingAccountSet" 
    • Where used: Billing Account Lookup in Zuora Quotes
  5. Drag the following fields to the In the Field Set section and click Save:
    • Billing Account Name
    • Account
    • Currency
    • Parent
      Add Fieldset
  6. Navigate to Z-Quote Config > Layout Configuration Settings.
  7. Select the following value: 
    • Object Type: Billing Account
    • View Type: Lookup
    • Record Type: Master
      MyBillingAccountSet is shown as an available field set in the Field Sets drop-down.
  8. Select this field and click Save

This completes the upgrade to Zuora Quotes 5.10 (Q2 2013 Release).

Last modified
12:49, 17 Apr 2015

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