December 2011 New Features

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December 2011 New Features


We are pleased to provide you with a summary of our December 2011 release, including new features and resolved issues.

New Features

This release includes the following new features and enhancements.

Zuora Billing and Payments

The following features have been added to Zuora Billing and Payments.

Support for the CyberSource Account Updater

This is a controlled release feature. Contact Zuora Global Support to learn more about enabling this feature. 

Zuora has enhanced its payment method updater feature to now support the CyberSource Account Updater. Zuora's payment method updater feature allows Zuora customers to use either Litle & Co.'s or CyberSource's account updater services to automatically receive updated credit card information directly in Zuora. Customer's interested in using the payment method updater feature must first register for the account updater services with either Litle & Co. or CyberSource. Account updater is a valuable service to businesses with a recurring billing model since credit cards stored for recurring payments often change over time and failure to update those cards can result in failed payments and lost revenue. 

The payment method updater in Zuora works with your selected account updater provider (either CyberSource or Litle & Co.) to update the Visa and MasterCard default payment methods in Zuora. Updates to the payment method include new account numbers, expiration dates, and card holder information. What's great about the payment method updater is that there are no files for you to manage and no manual updates you need to make - it's all handled seamlessly by your account updater provider and Zuora. 

The Zuora payment method updater: 

  • Automatically selects default payment methods and requests updated information prior to the Customer's Bill Cycle Day. CyberSource and Litle & Co. receives the request and sends it to the Visa's US Account Updater Service or MasterCard's Automatic Billing Updater Service to obtain updated card information.
  • Automatically retrieves any updated credit card information when it is available.
  • Creates new payment methods in Zuora when credit card numbers have been changed.
  • Updates payment methods with latest expiry dates.
  • Inactivates closed accounts. Payment methods will show as closed and can no longer be used to process payments.

For the CyberSource Account Updater, Zuora provides a monitor to perform the following tasks:

  • View a list of batches including Batch Number, Submitted On, Received On, Status, and Total Payment Methods Selected.
  • View batch detail information, including: Status, Zuora Request ID, Submitted On, Received On, Total Payment Methods Selected, Total Payment Methods Updated (Created, Expiration Date Updated, and Closed), Total Payment Methods Not Updated (No Update Available, Warnings, and Errors), Submitted Transaction Log to Download, and Payment Methods Results File (a list of payment methods compiled for submission). 
  • Ability to resubmit a batch if it was not submitted successfully.
  • Download log files that were submitted and retrieved, and download a file of all payment methods compiled.
  • View response codes and messages, under the Additional Fields section.
CyberSource Updater Configuration in Z-Payments Settings

If you would like to use the CyberSource Payment Method Updater, contact Zuora Global Support to enable this feature in your tenant. Once this feature has been enabled, navigate to Z-Payment Settings > Setup Payment Method Updater to configure the payment method updater feature. 

New Invoice Adjustment Data Source

We continue to release more data sources that allow you to customize the fields you would like to extract. You can also use data sources to combine key objects into a single dataset that can be accessed via the Zuora interface or via APIs.

In this release, we have added the Invoice Adjustment data source. 

To use the new data source, navigate to Z-Reporting > Reporting, then select the Data Sources tab.

See Invoice Adjustment Data Source for more information. See Data Sources and Export ZOQL for more information about exporting data sources.

Updated Subscription and Invoice Reporting Interfaces

In this release, we have updated the Subscription and Invoice reporting functionality. We have made changes to improve performance and make the reports easier to use. These reports now use data sources to generate the report information. 

The required fields have not changed, but we have added an export file history list. You can use this to view information about previous export files. 

Changes to Invoice Reports

In the new Invoice report export files, fields with the value null will be displayed as empty fields (instead of displaying a - character or null). 

Changes to Subscription Reports

We have made the following changes to the Subscription report export files: 

  • The export file has the comma-separated value (.csv) extension, instead of .xls. The file will be named RatePlan.csv, because the data source query is run on the RatePlan object. 

  • Fields with the value null will be displayed as empty fields (instead of displaying a - character or null).
  • The report will include a separate row for each product for subscriptions that are applied to different products. 
  • Acceptance Date filter: If a subscription is amended into a new version, the report now uses the original service acceptance date. Previously, the Subscriptions report used the date when the amendment was created. 

The following limitations apply to the new reports: 

  • The reports no longer support the Web Page option as an export format.
  • The URL for all the reports has changed. If you have bookmarked the reports, you must edit the bookmarks to use the new URLs. 

Replaced Export and Import Product Catalog Links

In the November release, we removed the Import Product Catalog and Export Product Catalog links in the Zuora interface. In this release, we have replaced the links for users who depend on them for their workflow. 

Zuora recommends that you export the product catalog manually by building a custom export:

  1. Click Z-Billing > Reports in the left-hand navigation bar, then select the Data Sources tab.
  2. In the Basic Information section, select Product Rate Plan Charge from the Data Source list.
  3. In the Fields section, select ProductProduct Rate Plan, and Product Rate Plan Charge. You can also add filters to and set a time frame for your export.
  4. When finished, click export

See Data Source Exports for more information about using data sources. 

Zuora Commerce

The following features have been added to Zuora Commerce.

Z-Payments Page

Zuora is pleased to announce the Z-Payments Page feature. Z-Payments Page is a hosted iframe that can be embedded in a website to allow you to create payment methods.

 This is a controlled release feature. Contact Zuora Global Support to learn more about enabling and using this feature. 

The Z-Payments Page feature provides the following benefits:

  • PCI-compliant payment method capture
  • Greater page flow control
  • Highly configurable user interface
  • Reduces the creation of accounts with invalid payment methods
  • Greater error handling
  • A platform to accept future payment methods that require user interaction (for example, PayPal and 3D-Secure) 

See Z-Payments Page for detailed information about configuring and using this feature.


We have made the following improvements to Z-Force for this release.  You must upgrade your current Z-Force package to use these new features. See Upgrading Z-Force 360 and Upgrading Z-Force Quotes for more information.

The current version of Z-Force Quotes is 5.2. 

Seamlessly View Your Invoice PDFs in Z-Force

In this release, we have added the ability to view invoice PDFs in Z-Force without having to log in to Zuora. This is a feature for Z-Force 360. See Viewing Invoice PDFs for information about configuring and using this feature. 

If you do not log in, Z-Force 360 will use the login credentials specified in the Connection Settings tab.

New Consolidated Opportunity Product Pipeline Reports

In this release, we have added a new feature for Z-Force Quotes to enable consolidated pipeline reporting on new subscriptions, amendments, and renewals at the Quote Charge level.

We have added two new custom report types: 

  • Account with Opportunity and Quote Charges
  • Opportunity with Quote Charges

Use the configuration option Enable Consolidated Charge-level Reporting to access this feature. 

See Populate the Z-Quote Configuration Tab in for information about setting this option. 

You must make the following apex classes accessible to any profile that accesses the Z-Quotes Config tab, to enable data migration for Consolidated Charge-level Reports.

  • ZJobToAssociateSummaryWithCharge
  • ZJobToAssociateSummaryWithOpp

After configuring Enable Consolidated Charge-level Reports, a background process runs and gathers the data for Opportunity Products Pipeline Reports. The time required to complete the process depends on the amount of existing quote charge data in the Salesforce. The report may not produce accurate results until the process is completed.

Support for Zuora Customer Hierarchy

In this release, customer account hierarchy information is synced to Zuora at the Billing Account level, providing you with the ability to traverse the customer account parent-child relationships inside Salesforce. This is a new feature for Z-Force 360, and you must upgrade Z-Force 360 to use this feature. 

Z-Force 360 users can view and navigate to a Billing Account's parent from the Account Detail page. In addition, users can view all Child Billing Accounts in a related-list on the Billing Account Detail page.

You must have Customer Hierarchy enabled in your Zuora tenant to be able to use this feature.

Customer hierarchy data for all billing accounts will be synced in the first full or incremental sync after upgrade. You must add the new Parent field and the Child Billing Accounts related list to the billing account layout manually after upgrading Z-Force 360. 

Zuora API

The following features have been added to the Zuora API. 

WSDL Version

The Zuora WSDL has been updated to version 36.0 See Zuora WSDL for information about downloading the latest version. 

Resolved Issues

The following issues were resolved in this release.

Billing and Payments

The following issues were fixed in Z-Billing and Z-Payments.

No Warning Message when ProductRatePlanCharge Name is Longer than the Maximum Allowed Value

In previous releases, Zuora did not display a warning if a user specified a name for ProductRatePlanCharge greater than the maximum allowed length. 

In this release, we have added a message to warn you when the name is longer than 80 characters. Zuora can add additional text to the charge name for charges of type proration, prepayment, credit back, or overage. Because of this, Zuora recommends that you specify names 80 characters or less in length when creating charges.   

Data Sources: Incorrect Date Format for Users with Non-US Locales

In previous releases, data sources would display incorrect date formats for users who were configured to use locales other than the US. 

This has been fixed in this release. 

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