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Release Notes for Zuora Release 229, July 2018

Zuora

Release Notes for Zuora Release 229, July 2018

Welcome to the release notes for Zuora Release 229 (R229), July 2018. 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

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Highlights

  • Support for Permanently Deleting Billing Document PDF Files 
  • Support for Embedding Images in Billing Document Files
  • Enhancement for Controlling the Regeneration of Billing Document PDF Files

REST API

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

Subscriptions

Set Activation Dates Unavailable for Active Subscriptions

This feature is only available if you have the Order Metrics feature enabled. If you wish to have access to the feature, submit a request at Zuora Global Support. We will investigate your use cases and data before enabling this feature for you. If you have the Orders feature enabled, you already have the Order Metrics feature enabled. 

If you have the Order Metrics feature enabled prior to March 2018, you can submit a request at Zuora Global Support to migrate the Order Metrics to the latest version.

If you have the Order Metrics feature enabled, the set activation dates button is not available on the subscription page for an active subscription. This prevents the potential inconsistent start date issue between an order quantity metric and invoice item.

Orders Respecting Subscription Permissions

If you are an existing Zuora Subscribe and Amend customer, we recommend you enable Orders Harmonization to access the Orders feature. With Orders, you can access both existing functions for subscription and billing management and the new features on Zuora Billing.

The Orders feature has now been enhanced to respect the following Subscription permissions:

  • Manage Subscriptions/Amendments: If a user role is not granted with the permission, the user cannot create any order or order action.
  • Delete Subscriptions/Amendments: If a user role is not granted with the permission, the user cannot delete any order.

Billing

Support for Permanently Deleting Billing Document PDF Files

The General Data Protection Regulation (GDPR) enforced in May 2018 stipulates that the personally identifiable information (PII) of EU citizens must be erased if they require vendors to do so under certain circumstances. In compliance with GDPR, Zuora provides you with a new user permission called “Hard Delete Billing Document Files" and a new REST API operation called “Create job to hard delete billing document files” to erase the PII contained in billing documents. 
If you have this user permission, you can call the new REST API operation to permanently delete all billing document PDF files stored in Zuora for specific accounts.

Support for Embedding Images in Billing Document Files

Zuora now supports embedding images in addition to barcodes into files that are generated for billing documents, including invoices, credit memos, and debit memos. To achieve this, you can add a custom merge field to any billing document template. 
{ MERGEFIELD Image:{Merge field} \* MERGEFORMAT }
For example:
{ MERGEFIELD Image:Account.ImageURL__c \* MERGEFORMAT }

Enhancement for Controlling the Regeneration of Billing Document PDF Files

The Billing user permission "Regenerate invoice PDF" is now called “Regenerate PDF”, and is now relocated in the Billing Document Files area. This permission has been enhanced to control whether to regenerate PDF files for all billing documents, including invoices, credit memos, and debit memos. By default, you can regenerate PDF files for billing documents.

See Billing Permissions 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 CPQ:

Analytics

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

SOAP API

Current WSDL version: 91

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.