This release includes:
- Zuora Quotes version 5.100 (full quarterly release)
- Zuora 360 version 2.61 (maintenance release)
In this Q2 '13 release, we've implemented numerous major enhancements to Zuora Quotes:
Support for more out-of-the box use cases in the quoting flow, including:
- Capturing electronic payment methods as part of the quoting flow
- Cancelling a subscription directly via Zuora Quotes
- Selecting a quote contact from a parent and/or children accounts
- Ability to sort, paginate, search quote templates when generating quote document, and associate a specific quote template with the quote.
Improved quote workflow UI configurability, including:
- Enhanced Zuora Quotes Configuration settings page that makes configuring Zuora Quotes easier and simper
- Configurable pages that allow admin users to quickly and easily add, update and remove page sections and fields, and change the column layout of lists and lookups. Additionally admin users now have further control over section properties and page layouts.
- Enhanced lookup fields to add auto-complete functionality, as well as list column configuration in the lookup browse window.
Easier overall usability, including:
- Ability to localize labels and messages
- Ability to update contacts and customer account information within Zuora directly from Zuora Quotes
In this maintenance release, we've added support for the Invoice Target Date in the zSubscribe() call. See notes below for details.
Zuora Quotes 5.100
Enhanced Z-Quotes Configuration Page
We have centralized all the Zuora Quotes configuration settings under a single Zuora Config tab, organized into 6 configuration panels:
- Zuora Connection Settings
- Quote Configuration Settings
- Default Value Settings
- Quote Template Settings
- Hosted Payment Pages Settings
- Layout Configuration Settings
Configurable page layouts
Starting with this release, admin users can configure the layout of a property page, a list, or a lookup field in the quoting flow without having to write custom Apex code or Visualforce page. All layout configurations can be done through the "Layout Configuration Settings" panel under the Zuora Config tab.
For more details, please see Configure Z-Quotes Object Layouts.
Capturing electronic payment methods as part of the quoting flow
Cancelling a subscription directly via Zuora Quotes
With this feature, end users can create Cancellation Quotes to cancel subscriptions in Zuora. We introduced a new "Cancel Subscription" quote type, and created its associated Record Type ("Cancellation") and page layouts. When creating a cancellation quote, users can select the Contract Effective Date and Cancellation Date of the cancellation.
Admin users can configure the layout of the quote creation, edit and detail screens via the new Layout Configuration Settings panel in Zuora Config.
Selecting a contact from parent or child billing accounts
With this feature, users can select the Bill-to Contact and Sold-to Contact from the contacts of a parent or a child SFDC account that is associated with the billing account that the quote is created on. The Bill-to Contact and Sold-to Contact fields are enhanced to support auto-complete, so that users don't need to open the lookup browse popup to search for the contacts.
When creating a new quote for an existing billing account, the Bill-to Contact and Sold-to Contact fields will be automatically defaulted to the bill-to and sold-to contacts of the billing account.
Ability to sort, paginate, search quote templates when generating quote document, and associate a specific quote template with the quote
Enhanced Lookup Fields
We have enhanced all the lookup fields in the quoting flow to support auto-complete, and sorting, paging and searching in the lookup browse popup window. The lookup fields include:
- Bill-to Contact and Sold-to Contact
- Quote Template
- Invoice Owner
- Parent Billing Account
Ability to localize labels and messages
We have replaced all text messages and labels with Force.com Custom Labels or Object/Field labels. Now admin users can apply translations to all Custom Labels through Force.com Translation Workbench, so that Z-Force Quotes can be displayed in users' preferred languages. If English is enabled in the Translation Workbench, admin users can customize the labels in English as well.
For more information, see Localization and Custom Labels.
Ability to update contacts and customer account information within Zuora directly from Zuora Quotes
We have introduced a new page for the end users to update contacts and customer account information, including external payment method and payment term, within Zuora directly from Z-Force Quotes. We have created a new custom button "Update Zuora Account Information" that navigates to this page. Admin users can configure this button onto the Quote Details page.
We have enriched our component library so that Force.com developers can easily customize quoting flow with minimum coding effort. The following table lists the UI components we have added to the Component Library. Please note that these components are currently in Pilot release. We'll continue adding more features to these components.
|Component Name||Description||Type||Available Since||Documentation|
|ListComponent||The List Component provides Force.com developers with a dynamic, highly-customizable data list/grid UI component that can be used to display, edit, and select data within Salesforce. Through the use of Field Sets and managed package plugins, what data is displayed and how it is handled is completely up to the developer.||UI||Q2 '13 Z-Force Quotes||Link|
|LookupComponent|| The Lookup Component provides Force.com developers with an enhanced lookup field that can be used to display reference type fields with dynamic filtering, highly-customizable lookup browse page, and auto-complete functionality. The component can be used together with the property component, or can be used on a VisualForce page independently. ||UI||Q2 '13 Z-Force Quotes||Link|
|PropertyComponent||The Property Component provides developers with a dynamic, highly-customizable property view component that can be used to display object detailed information on SFDC pages. User can configure the layout of a property component through Field Set Setup page in Force.com Setup as well as Layout Configuration Settings Page under Z-Quote Config tab.||UI||Q2 '13 Z-Force Quotes||Link|
|StatusModal||The Status Modal Component provides a simple modal popup to display the current page status.||UI||Q2 '13 Z-Force Quotes||Link|
|HostedPage||The Hosted Page component provides the ability to embed a Zuora Hosted Page iFrame on any VisualForce page. Developers can use this component to customize the out-of-the-box Create Payment Method page.||UI||Q2 '13 Z-Force Quotes||Link|
|Notification||The Notification component provides the ability to render the page messages in a consistent look-and-feel.||UI||Q2 '13 Z-Force Quotes||Link|
|SelectBillingAccount||The Account Selector component is a page-level component that encapsulates all the business and UI logic of "Select Customer Account" page in the quoting flow.||UI||Q2 '13 Z-Force Quotes||Link|
|CreateQuote||The Quote Creator component is a page-level component that encapsulates all the business logic and UI logic of "Create Quote" page in the quoting flow, for New Subscription, Amendment and Renewal type of quotes.||UI||Q2 '13 Z-Force Quotes|| Link |
Zuora 360 2.61
Support InvoiceTargetDate in zApi.zSubscribe()
We have added the support of
SubscribeProcessingOptions in zApi.zSubscribe(). So now you can set an
InvoiceTargetDate that is different from the
InvoiceDate when you make a zSubscribe() call in Zuora 360.