Zuora Release 2023.11.R2

Offers and Price Book Items

The Offers feature is in the Beta phase. Please reach out to your CSM if you are interested. Note that the Offers documentation in the Knowledge Center will no longer be accessible after November 17, 2023.

The Price Book Items feature is superseded by the Attribute-based Pricing feature. Zuora will turn off the Price Book Items feature on all tenants within 30 days. The Attribute-based Pricing feature is in the Early Adopter phase. We are actively soliciting feedback from a small set of early adopters. If you want to join this early adopter program, please contact your CSM.

Charge Reuse feature available as Beta

The Charge Reuse feature is now delivered as a Beta feature. With this feature enabled, a product rate plan charge can be added to multiple product rate plans. You can avoid creating the exact product rate plan charge only to add it to another product rate plan by reusing an existing rate plan charge. To reuse an existing charge in another product rate plan, use either Zuora UI or the REST API.

New APIs available for Product Charge Definitions

The following REST APIs are delivered to create or update multiple product charge definitions in one request. The Product Charge Definition object is introduced by the Attribute-based Pricing feature, which is the Early Adopter phase. The product charge definition contains billing, pricing, taxation, and accounting attributes that can determine the charge behavior.

• Create product charge definitions
• Update product charge definitions

UI support for specifying invoice-level attributes

When creating a standalone invoice through the Zuora UI, you can now define specific billing attributes at the invoice level. The REST API support has been available since 2023.11.R1. These attributes include:

• Bill To Contact
• Sold To Contact
• Invoice Template ID
• Sequence Set
• Currency
  Specifying this attribute also requires that you have the Multiple Currencies feature enabled.

As part of the Flexible Billing Attributes feature, this functionality offers you great flexibility and adaptability to delivering clear and personalized invoices to meet your business needs.

If existing contacts are unsuitable, you can also easily create a contact on the same page without going to the account details page.

Self-service configuration available for country data

Country data in Zuora, which adheres to ISO-3166, is used in the Contact, Payment Method, and other objects. Previously, the country data was managed by Zuora.

You can now configure and manage country data in a self-service manner. For example, update country names or create new countries or regions.

To prevent integration issues, the ISO alpha-2 and ISO alpha-3 codes of existing countries are not editable.

For more information, see Manage countries and regions.

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Change in Zuora Central Sandbox support to multiple entities

If you add an additional entity to your production tenant after a complete copy to your Zuora Central Sandbox. In that case, the restriction of requiring the provision of a brand new Zuora Central Sandbox tenant to include the newly added entity is no longer applicable. After your next refresh, the new hierarchy structure will be reflected.

UI Action updates

• User roles can now be assigned to UIAction buttons, making them visible only to the selected user roles.
• The definition list view now includes a column to show the Workflow Type and a Page if the Type is UIAction.
• The definition list view table now includes a filter for Type.
• UIAction buttons can now be re-labelled from the Workflow Definition Settings tab.
• UIAction Workflows now include configurable Toast message settings in the Workflow Definition Settings tab to designate if the Run Number is displayed in a Toast message for specified environments such as Sandbox, Test, and Production.
• The Data Payload for UIAction-initiated Workflows now includes Username, WorkEmail, ZuoraUserId, and ZuoraEntityId of the user that clicks a UIAction.
  •  Sample usage: {{Data.UIAction.Username}}
• The UIAction button label now has a character limit of 25.
• On the UIAction button and input modal, you can now add a button and a field description.

For more information, see Configure the settings of a workflow version.

Bounced Email notification history

• Bounced emails now show appropriate failure statuses on Account Notification history when enabled in the Email Task.
• Bounced email data is now visible in the Workflow System Health Dashboard.

For more information, see Notifications: Email.

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