November 2017 Release Notes

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November 2017 Release Notes

Welcome to the release notes for the Zuora November 2017 Release, R218. This release includes new Zuora features, enhancements, resolved issues, and improvements to the Knowledge Center.

For more information about the current product version, see Product Versions and Release Dates.

Release Schedule

The schedule for R218 deployment.

 The release dates are subject to change.


  • APISandbox Release Date: November 08, 2017
  • Production Release Date: November 15, 2017


  • APISandbox Release Date: November 20, 2017
  • Production Release Date: November 21, 2017


  • APISandbox Release Date: November 27, 2017
  • Production Release Date: November 28, 2017


  • APISandbox Release Date: December 03, 2017
  • Production Release Date: December 03, 2017


See API Changelog for a summary of REST API updates and documentation updates in the API Reference.

Subscription Management

Create Multiple Draft Update a Product Amendments via the UI

You can now use the Zuora UI to create draft Update a Product amendments for different rate plans within the same subscription. Previously, you could create at most one draft Update a Product amendment per subscription via the Zuora UI. This restriction did not apply to the REST API.

See Update a Product (Amendment) for how to create Update a Product amendments. You can create at most one draft Update a Product amendment per rate plan in a subscription.

Subscription Management Using Orders

The migration to full Orders is in Limited Availability. We are actively soliciting feedback from a small set of early adopters before releasing as generally available.

Zuora now provides a capability to manage complex deals in orders. An order represents an agreement between a merchant and a customer. In an order, you can create multiple subscriptions and make multiple changes to one or more subscriptions at once. All the operations on subscriptions in orders are done by order actions. An order action operates against one subscription. The following types of order actions are supported:

  • Create Subscription
  • Terms And Conditions
  • Renewal
  • Cancellation
  • Owner Transfer
  • Add Product
  • Update Product
  • Remove Product

Zuora calculates order metrics such as Monthly Recurring Revenue (MRR) and Total Contracted Billing (TCB) when orders take place. Order metrics capture the impact of every change across the whole subscription lifecycle. You can retrieve order metrics and measure billed and unbilled amounts by order. You can also export order metrics from the Orders data sources through Zuora Reporting and Export ZOQL queries. These data sources provide you the detailed information about orders.

With the Orders feature, all subscription operations are performed in orders. See Overview of Orders and Order Metrics and Orders Tutorials for more information.

You can view orders via the Zuora user interface. As of the R218 Production release, you can create orders via the Zuora user interface in the API Sandbox environment.

When you create an order via the Zuora user interface, the only order action currently available is Create Subscription. The other order actions are available via the REST API.

Zuora Quotes also supports integration with Zuora Orders. With Zuora Orders turned on, you can tie an order to a quote, manage ramp deals, and access additional charge metrics in Zuora Quotes.

Enhancement to Order Metrics

This feature is only available if you have the Order Metrics feature enabled. If you have the Orders feature enabled, you already have the Order Metrics feature enabled. The migration to Order Metrics is in Limited Availability. We are actively soliciting feedback from a small set of early adopters before releasing as generally available. 

Order MRR metrics corresponding to discount charges are now supported for evergreen subscriptions. Previously, order MRR metrics corresponding to discount charges were supported for termed subscriptions only.

You can use the Order Mrr data source and the REST API to access order MRR metrics. If an order MRR metric for a subscription has type Discount, there is a discount charge that changes the MRR for the subscription by the value of the order MRR metric.

Billing and Payments

R218.2 Credit for Prorated Discounts

This feature is in Limited Availability. If you wish to have access to the feature, submit a request at Zuora Global Support. 

Currently, Zuora supports the Credit for Prorated Discounts feature to issue the credit back to customers pro rata between the original charge and the fixed-amount discount. The credit pro rata has been applied to the original charge and the percentage discount before.

When the Credit for Prorated Discount feature is enabled, Zuora will prorate discounts when issuing the credit back to the customer that simultaneously cancels the regular rate plan charge and the corresponding fixed-amount discount charge.

For more information, see Fixed-Amount Discounts.

3D Secure for Payment Pages 2.0

This feature is in Controlled ReleaseSubmit a request at Zuora Global Support to get this feature enabled for your tenant.

Zuora now supports Three Domain Secure (3D Secure) for Payment Pages 2.0 to ensure enhanced security and strong authentication for consumers. With this feature, Zuora will perform the 3D Secure check for Visa, MasterCard, and American Express credit cards. Currently, this feature is only available for the Ingenico ePayments payment gateway.

When you configure a Payment Page for the Credit Card payment type in the Zuora UI, you can select the Enable 3D Secure check box in the Security Information area to enable the 3D Secure feature. 

See 3D Secure for Payment Pages 2.0 for more information.

Support Integration with the Ingenico ePayments Gateway

Zuora now partners with the Ingenico ePayments gateway to provide a gateway integration for credit card payment processing. The integration also supports the Three Domain Secure (3D Secure) transactions for Visa, MasterCard, and American Express credit cards.

See Ingenico ePayments Gateway for more information.

Support Void Transactions When Using the ACH Payment Method in Merchant e-Solutions Integration

Currently, Zuora’s integration with the Merchant e-Solutions payment gateway supports void transactions when using the ACH payment method. 

Note that void transactions for the ACH payment method are only supported in the Merchant e-Solutions production environment, but are not supported in its test environment.

Managing Payment Run on Detail Page

Previously, you could only edit, cancel, and delete an ad hoc or a scheduled payment run from the Payment Run list. Now, you can also perform these operations on the detail page of a payment run. This enhancement provides more flexibility in managing payment runs.

See Cancelling Payment Runs for more information.

Connect Marketplace

See Zuora Connect Release Notes for detailed information about Connect new features, enhancements, and documentation updates.

Zuora CPQ Release

The following articles describe the latest features of Zuora for Salesforce:


The following articles describe the latest features of Zuora Reporting and the Zuora Insights add-on:


Current WSDL version: 88

See Zuora WSDL for information on how to check your version and download the latest version.

SOAP API Change History

See Zuora SOAP API Version History for a summary of updates made to the SOAP API in recent Zuora releases.

Knowledge Center

We have updated the following Knowledge Center articles based on your feedback:

  • Gateway Reconciliation: Removed the enablement note in the "How Does Gateway Reconciliation Work?" section. Currently, automatic handling of the Post-Settlement Exception event type is enabled by default.
  • Reversing Past Invoice Item Adjustments: Updated the note to clarify that this feature is available only if you have the Enable Counter Item and Credit Balance Adjustments feature enabled.
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