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Zuora Quotes Version 10 Release Notes

Zuora

Zuora Quotes Version 10 Release Notes

These release notes provide a summary of new features, enhancements, and resolved issues in the Zuora Quotes Version 10 releases. Version 10.0 is the major release, on which all the 10.X releases are based. 

CPQ X is available to all customers since Zuora Quotes version 10.0. To learn more about CPQ X, see CPQ X.

To see previous release notes, go to Previous Zuora CPQ Releases.

Release 10.28.1 (Release Date: 2024-04-03) 

The 10.28.1 release includes the following enhancements and resolved issues.

Multi-Subscription Quoting (MSQ) feature available for early adopters 

Multi-Subscription Quoting (MSQ) is a comprehensive approach to subscription management that allows you to create, amend, and renew multiple subscriptions to your customers seamlessly and efficiently with a single quote. It goes beyond traditional single-subscription models, enabling you to tailor subscriptions based on your customer preferences, market trends, and changing needs.

For more information, see Multi-Subscription Quoting.

The Multi-Subscription Quoting (MSQ) feature is in the Early Adopter phase. We are actively soliciting feedback from a small set of early adopters before releasing it as generally available. If you want to join this early adopter program, please contact your Client Success Manager.

Resolved issue: Error during future dated updates

Previously, you might have encountered an error message, "Order_Imp_OneTime_Charge_Not_Allow_To_Change", when attempting to perform Future Dated Updates with rate plans containing both one-time and recurring charges. This issue has been resolved.

Resolved issue: Subscription Term End Date fails to update when the Initial Term is modified

Previously, you might have encountered an issue where changing the Initial Term in the apex trigger context did not update the Subscription Term End Date as expected. This issue has been resolved.

Resolved issue: Missing Future-Dated Update and Future-Dated Remove buttons

Previously, when creating an amendment or renewal quote, you might have encountered an issue where the Future-Dated Update and Future-Dated Remove buttons were not visible for specific rate plans. This issue has been resolved.

Resolved issue: Error when renewing subscription

Previously, you might have encountered an error message, "Error Processing Quote At Previewing: Argument cannot be null," when attempting to renew subscriptions with different Initial Term Period Type and Renewal Term Period. This issue has been resolved.

Release 10.28 (Release Date: 2024-03-13) 

The 10.28 release includes the following enhancements and resolved issues.

When installing or upgrading the Zuora Quotes version 10.28, you might encounter an error message stating "1. [Line: 138, Col: 21] LWC1503: Dynamic imports are not allowed. markup: //zqu:parentQuoteDetail: [Line: 138, Col: 21] LWC1503: Dynamic imports are not allowed." 

If you encounter this error, ensure that "Lightning Web Security" is enabled under Setup > Session Settings. You can disable it after the upgrade.

Support for Nested Quick Filters in CPQ X

In Quotes version 10.28, you can now create Nested Quick Filters. With this feature, you can create nested hierarchies of filters, allowing for more intricate and granular filtering options.

For more information, see Create nested quick filter.

Support to customize "Future-Dated Update" and "Future-Dated Remove" button names and tooltip messages

In Quotes version 10.28, you can now customize the button names and tooltip messages for the Future-Dated Update and Future-Dated Remove buttons in the Quote Studio interface.

Button/Custom Label Custom label for button name Custom label for tooltip
Future-Dated Update FUTURE_DATED_UPDATE UPDATE_RATE_PLAN_AFTER_THE_INITIAL_START_DATE
Future-Dated Remove FUTURE_DATED_REMOVE REMOVE_RATE_PLAN

For more information, see Localize and Customize Labels and Messages.

Enhancement in renewal quote display

Previously, when creating a renewal quote, updating the original product on the same date as the original resulted in displaying both the original and updated products, causing redundancy. This issue has been resolved.

With Quotes version 10.28, only the updated product will be displayed in the Quote Studio UI when the original product is updated on the same date. The original product will no longer be shown.

Enhancements to CPQ X Tiered charge fields UI

Previously, for tiered licensed products, the values of the tiered charge fields (List Price, Discount, Effective Price) were displayed as hyperlinks (At Tier Level). 

In Quotes version 10.28, we have enhanced the UI of the tiered charge fields in Quote Studio. The tiered charge fields now display the actual Tier List Price, Discount, and Effective Price values based on the quantity. Additionally, we have added the List Total field to the available fields in the CPQX_Charge_Display_Fields fieldset.

If you click the values, the tier dialog modal will appear, where you can add/remove tiers and update other values.

Rendering enhancements in Quote Detail Page

In Quotes version 10.28, significant enhancements have been made to the rendering format of the Quote Detail Page. The following enhancements have been made:

  • Custom formula fields returning hyperlinks are now displayed as clickable links.
  • Checkboxes are correctly rendered as checkboxes instead of true/false values.
  • URL fields are now displayed as clickable links.

Flexible Billing Attributes feature supports invoice grouping for subscriptions and order line items

With the Flexible Billing Attributes feature, you can customize invoice groups to bill subscriptions and order line items based on specific criteria. You can also edit this field when creating an amendment or renewal quote.

To achieve this goal, we have introduced a field called invoiceGroupNumber. This new field is included as part of the Subscription Billing Attributes and is displayed in the SUBSCRIPTION BILLING ATTRIBUTES section of Quote Studio. As an admin, you can control this field using the "zqu__CPQX_Subscription_Billing_Attributes" fieldset on the Quote object.

For more information, see Enable and use Flexible Billing Attributes in CPQ X.

Enhancements to Payment Term field in CPQ X

Previously, you might not be able to set custom picklist values for the Payment Term field (defined in the Fields & Relationships section of the Quote object) as default values in the Default Setting page. This issue has been resolved.

Additionally, a "None" option has been added to the Payment Term field. By default, "None" will be selected.

See Update default settings for more information.

Support for storing preview invoice summaries

In Quotes version 10.28, we have introduced a feature that allows storing Zuora Orders Preview Invoice Summary in Salesforce as records for validation and further processing. To facilitate this, we have added a new custom object: Invoice Item Summary (InvoiceItemSummary__c). This object will store preview invoice summaries generated during multi-subscription and standard quote previews.

Key fields within the Invoice Item Summary object:

Field Label Field Name Field Type
Preview Invoice Sequence Preview_Invoice_Sequence__c Number (18,0)
Service Period Start Date Service_Period_Start_Date__c Date
Service Period End Date Service_Period_End_Date__c Date
SubTotal Amount SubTotal_Amount__c Number (15,3)
Discount Amount Discount_Amount__c Number (15,3)
Tax Amount Tax_Amount__c Number (15,3)
Total Amount Total_Amount__c Number (15,3)
Quote Quote__c Lookup (Quote__c)
Subscription Numbers Susbscription_Numbers__c Long Text Area (32768)

You can use the "Summarize Invoice Item" setting under Zuora Config > Quote Studio Settings > Admin Config to populate fields associated with the InvoiceItemSummary__c object.

Enabling this setting allows you to store the preview invoice summaries in the Invoice Item Summary (InvoiceItemSummary__c) object. However, it's only compatible with quotes that don't use Order Line Items. 

For example: 

  • If you want to store preview invoice summaries and you don’t use Order Line Items in your quoting process, you can enable this setting. 
  • If you use Order Line Items in your quoting process, enabling this setting will result in an error.

This setting is disabled by default after upgrading to version 10.28.

For more information, see Configure Quote Studio admin settings.

Support to exclude/include non-revenue related data

The following fields are now available in the Quote Rate Plan Charge object to exclude/include non-revenue related data:

  • excludeItemBookingFromRevenueAccounting: a Boolean value. Setting this field to True excludes non-revenue related rate plan charges and order line items. The default value of this field is False.

  • excludeItemBillingFromRevenueAccounting: a Boolean value. Setting this field to True excludes non-revenue related invoice items, invoice item adjustments, credit memo items, and debit memo items. The default value of this field is False.

When submitting the quote to Zuora, Salesforce CPQ will verify whether Order to Revenue or Zuora Billing - Revenue Integration feature is enabled on Zuora. If either of these features is enabled, only then the excludeItemBookingFromRevenueAccounting and excludeItemBillingFromRevenueAccounting fields be synchronized with Zuora.

For more information, see Enable Order to Revenue and  Billing - Revenue Integration.

Support for mapping Integer fields from Salesforce CPQ to Integer fields in Zuora

Previously, fields of data type as numbers with 0 or more decimal places (0-18) in Salesforce CPQ were only mappable to Number fields in Zuora. However, with this release, we have extended our mapping capabilities to accommodate custom fields of number type with 0 decimal places in Salesforce CPQ, which are treated as Integer fields in Salesforce. These fields can now be effortlessly mapped to custom fields of type Integer in Zuora.

Points to remember

  • Integer field Requirement: To ensure accurate mapping, custom number fields created in Salesforce CPQ must have 0 as the decimal places value. This ensures they are recognized as integer fields; otherwise, they will be considered number fields.

  • Mapping Guidelines: Moving forward, it's essential to adhere to the mapping guidelines:

    • Number fields in Salesforce CPQ (with 0 decimal places) should be mapped with Integer fields in Zuora.

    • Number fields (with one or more decimal places) in Salesforce CPQ should be mapped with Number fields in Zuora.

Resolved issue: Error when creating new quote

Previously, when attempting to create a new quote using the New Quote (New) button, you might have encountered an error message that stated: "Error Creating Quote: Argument cannot be null". This issue has now been resolved.

Resolved issue: Unable to hide Quote Rate Plan Charge fields in Quote Studio

Previously, you might have encountered an issue where configuring the Object Fields Config settings to hide Quote Rate Plan Charge fields in the Quote Studio page did not take effect as expected. Despite the configuration to hide these fields, they remained visible. This issue has been resolved.

Resolved issue: Error when making future-dated updates and removals

Previously, you might have encountered an error message stating "This page has an error. You might just need to refresh it. [Cannot set properties of undefined (setting 'productTimeline')]", when trying to perform future-dated updates and removals on subscriptions with the term type set to Evergreen during quote creation. This issue has been resolved.

Resolved issue: Custom picklist field values not available in quotestate attribute

Previously, when creating a quote with custom picklist fields from Quote Rate Plan Charge configured with default values, those values might not be available in the quotestate attribute unless you manually changed the picklist value in the Quote Studio UI. This issue has been resolved.

Resolved issue: Failure to render components using Extensibility Framework in Quote Studio sidebar

Previously, when attempting to navigate between different components in the Quote Studio sidebar using the Extensibility Framework, the components did not render properly upon navigation. This issue has been resolved.

Resolved issue: Deletion of added products when renewing ramp quotes

Previously, when renewing ramp quotes, you might have encountered a scenario where adding or updating any product on any interval apart from the 1st interval and making updates on any other field in the Quote Studio header resulted in the added or updated product getting wiped out from the user interface. This issue has been resolved.

Resolved issue: Charge Subtotal incorrectly shows "-" instead of accurate values

Previously, when adding products to a quote and clicking the Save button, you might have encountered an issue where the Charge Subtotal value displayed "-" instead of the correct and expected value. This issue has been resolved.

Resolved issue: Incorrect Effective Date in Future-Dated Remove pop-up

Previously, when clicking on the Future-Dated Remove option to remove a product, you might have encountered an issue where the pop-up displayed the Effective Date as the rate plan charge added date instead of the Quote Start Date. This issue has been resolved.

Resolved issue: Erroneous quote submission redirect

Previously, when encountering an error from the rules engine upon clicking the Submit button, you might have experienced an issue where the quote was redirected to the Quote Detail Page, despite the presence of an error from the rules engine. This issue has been resolved.

Resolved issue: Inline discount value increases upon clicking any field in Quote Studio

Previously, when clicking on any field in the Quote Studio while an inline discount was present, you might have encountered an issue where the inline discount value increased with each click. This issue has been resolved.

Resolved issue: Incorrect subscription total value

Previously, during quote creation, you might have encountered an issue where removing a product and adding another resulted in an incorrect Subscription Total value when there is a custom trigger on the Quote Rate Plan object. This issue has been resolved.

Resolved issue: Editing of fixed discount charge in renewal or amendment quotes

Previously, you might have encountered a discrepancy where you could update the fixed amount discount in renewal or amendment quotes, despite it not being supported in Zuora Billing.

With Quotes version 10.28, the fixed amount discount field has been made read-only in renewal and amendment quotes. You can no longer modify this field directly.

If you need to change the Fixed Discount Amount on an amendment or renewal quote, you must remove the rate plan and then add the rate plan again to define a new discount amount.

Resolved issue: Object Fields Config setting not working

Previously, you might have encountered an issue where the Object Fields Config setting failed to hide fields for amend and renewal quotes based on Profiles. This issue has been resolved.

Resolved issue: Error in Future-Dated Update

Previously, you might have encountered an error, "Code: 58730020, Message: Invalid rate plan charge number : ab1Ou0000002sHGIAY," when performing a Future-Dated Update for the same rate plan for the second time. This issue has been resolved.

Resolved issue: Error in enabling Flexible Billing with Multi-Entity

Previously, organizations with Multi-Entity enabled encountered an error when attempting to enable Flexible Billing under Zuora Config > Quote Studio Settings > Admin Config. The error message stated: "Failed to save admin config: Entity ID is required when Multi-Entity is enabled. The entity is configured under Billing Entities". This issue has been resolved.

Resolved issue: Duplicate Quote Rate Plan Charges when creating amendment quotes

Previously, you might have encountered an issue where, after creating a new quote, amending it, and subsequently creating another amendment quote on the same subscription, two instances of the same Quote Rate Plan Charges were visible in the Quote. This issue has been resolved.

With Quotes version 10.28, only one instance of the Quote Rate Plan Charge will be visible even when performing an amendment on a subscription for the second time.

Resolved issue: Error when creating cancel/amend/renew quote

Previously, you might have encountered an error when attempting to cancel, renew, or amend a subscription. The error message stated: "No Payment Method matches"{paymentMethod}" in Zuora. Please create the Payment Method in Zuora first". This occurred specifically when a new electronic payment method was created in Zuora and set to default. This issue has been resolved.

With Quotes version 10.28, you will no longer encounter the error message when performing subscription actions such as cancellation, renewal, or amendment, even if a new electronic payment method is set to default in Zuora.

Error messages may vary based on the configuration of the payment method.

General enhancements and resolved issues

The enhancements and resolved issue in this section are applicable to Zuora Quotes components other than Quote Studio, or both Quote Studio and other components in Zuora Quotes.

Support to send Booking Date to Zuora Billing

Legacy CPQ now supports sending the Booking Date to Zuora Billing by populating the "Quote Order Date" field. To translate Quote Order Date to Booking Date, see Translate object field labels and help text.

Additionally, a new setting named "Default Order/Booking Date to Today" has been introduced under Zuora Config > Quote Configuration Settings > Send to Zuora Processing Options section. This setting determines the default behavior for sending Booking Dates to Zuora.

  • When this setting is disabled and no date is specified in the Quote Order Date field, the Quote Start Date will be set as the Order/Booking Date.
  • If the setting is enabled and no date is specified in the Quote Order Date field, it will automatically set the Order/Booking Date to today's date. By default, this setting will be disabled.

Enhancements to Quantity field in Quote Charge Summary object for legacy CPQ

With Quotes version 10.28 (for users with Orders enabled in CPQ), the default behavior of the Quantity field in the Quote Charge Summary object has changed for legacy CPQ.

Previously, the Quantity on the Quote Charge Summary object represented the Delta Quantity value related to the quote amendment record created by an Add, Remove, or Update action. For example, Before 10.28, if a Per Unit's Quantity were updated from 5 to 8, then the Quote Charge Summary record attached to that Quote Amendment record would show the value "3".

After upgrading to version 10.28, the Quantity field will reflect the updated value of the Quantity. For example, Following 10.14.1, if a Per Unit's Quantity is updated from 5 to 8, then the Quote Charge Summary record attached to that Quote Amendment record will show the value "8" in the Quantity field. Delta Quantity field on the Quote Charge Summary object that will hold the value "3" from the previous example.

Resolved issue: Rate plans removed when searching for another rate plan

Previously, within the guided selling flow, adding a rate plan through search and then searching for another rate plan would result in the previously selected rate plan being removed. This issue has been resolved.

Resolved issue: Zuora Account ID overwritten with Invoice Owner ID

Previously, during an Invoice Owner change, the Zuora Account ID (zqu_ZuoraAccountID__c) field was overwritten with the Invoice Owner ID (zqu_InvoiceOwnerId__c). This led to confusion in identifying the correct Zuora Account ID and Invoice Owner ID.

With Quotes version 10.28, when performing an Invoice Owner change, both the Zuora Account ID and the Invoice Owner ID will be populated with the correct value and displayed.

Release 10.25.7 (Release Date: 2024-02-26) 

The 10.25.7 release includes the following enhancements and resolved issues.

Resolved issue: Error when creating amendment quote

Previously, when creating an amendment quote, if there were Invalid Rate Plans (Rate plans with rate plan charges having an Effective End Date earlier than the Subscription Term Start Date ) in the quote, then synchronous retrieval of rate plan charges might fail. This resulted in an error message stating, "Some error occurred: Please hold while we fetch data asynchronously". This issue has been resolved.

Resolved issue: Backend error during Asynchronous data fetch

Previously, when creating an amendment quote with one-time charges and fetching the data asynchronously, you might have encountered a situation where the Quote Studio page became stuck on the loading icon. This process triggered a backend error in the apex batch job. This issue has been resolved.

Release 10.25.5 (Release Date: 2024-01-17) 

The 10.25.5 release includes the following enhancements and resolved issues.

Resolved issue: Unable to create ramp quotes with custom intervals from Opportunity

Previously, you might have faced a situation where you were unable to create a ramp quote with custom intervals directly from the opportunity. This issue has now been resolved.

Resolved issue: Loading issue in amendment quotes with one-time charges

Previously, when creating an amendment quote or updating a quote containing only one-time charges, you might have encountered an issue where the quote screen was stuck in a loading status. This issue has now been resolved.

General enhancements and resolved issues

The enhancements and resolved issues in this section are applicable to Zuora Quotes components other than Quote Studio, or both Quote Studio and other components in Zuora Quotes.

Resolved issue: Error when changing Subscription Type field in legacy CPQ and CPQ X 

Previously, in legacy CPQ and CPQ X, the Subscription Type (SubscriptionType__c) field was editable, and when changing the Subscription Type value, you might have encountered an error in CPQ X, stating "Javascript Error: Uncaught Action failed: zqu:quoteStudio$controller$updateQuote [Cannot read properties of undefined (reading 'split')]," and in legacy CPQ, the error would be expressed as "The Quote is invalid because the ExistSubscriptionID c field is null. Error is in expression '{!theOptions]' in component zqci15:cpqselectproduct in component zqci15:cpqselectproduct". This issue has now been resolved.

With Quotes version 10.2.5, the Subscription Type field has been set to a read-only state for both the legacy CPQ and CPQ X UI.

Note that the Subscription Type field remains editable in the quote detail page layout due to technical constraints in Salesforce.

Resolved issue: Incorrect values in renewal quote updates in legacy CPQ

Previously, when creating a renewal quote and updating any field (e.g., Quantity and Amount), if you submitted the changes and then chose to undo them, you might have noticed that on the product summary page, the updated field continued to display the value that was updated before undoing changes. This issue has been resolved.

Release 10.25.3 (Release Date: 2023-12-22) 

The 10.25.3 release includes the following enhancements and resolved issues.

Improved cloning process with enhanced error message

In Quotes version 10.25.3, we have implemented an enhancement to display a targeted error message when you click the "New Clone Quote" button to clone an amendment or renewal quote linked to a canceled subscription. The system will now present the following error message: "Cloning is not supported since the associated Subscription is in a cancelled state".

Resolved issue: Values not displaying in "Subscription Bill To Contact" and "Subscription Sold To Contact" fields when typing words

Previously, when typing a word in the "Subscription Bill To Contact" and "Subscription Sold To Contact" dropdown fields, you might have observed that the fields did not display relevant dropdown values. This issue has been resolved.

Resolved issue: Misalignment of Subscription Term End Date between CPQ and Zuora Billing

Previously, when creating a quote, you might have encountered a discrepancy between the Subscription Term End Date (zqu__SubscriptionTermEndDate__c) in CPQ and the Subscription End Date calculation in the Zuora Billing. This issue has been resolved.

Resolved issue: Error when renewing quotes with "Renewal Term Period Type" set to "Month"

Previously, when attempting to renew a quote with the "Renewal Term Period Type" set to "Month" in the initial subscription,  you may have encountered an error stating, "Error Processing Quote At Previewing: Argument cannot be null". This issue has been resolved.

Resolved issue: Incorrect calculation in charge delta metrics for renewal and amendment quotes

Previously, when creating a renewal or amendment quote and making changes to the Terms and Conditions, you might have encountered an issue where the sum of charge delta metrics did not equal the total subscription delta metrics value. This issue has been resolved.

General enhancements and resolved issues

The enhancements and resolved issue in this section are applicable to Zuora Quotes components other than Quote Studio, or both Quote Studio and other components in Zuora Quotes.

Resolved issue: Charge updates not showing in amendment quote for ramp quote

Previously, if you created a ramp quote in the legacy CPQ and subsequently updated charges, such as Quantity and Discount, attempting to create an amendment quote for the same might have resulted in an issue. You might have encountered a situation where the quote did not display the updated charges as expected. This issue has been resolved.

Resolved issue: Incorrect AmendmentType display in amend and renew quotes in legacy CPQ

Previously, when updating any rate plan during the creation of amend or renew quotes and having the Custom Action Plugin via the Zuora Rules Engine to check the amendment type value, you might have encountered an issue where the AmendmentType (AmendmentType__c) displayed "OriginalProduct" instead of the expected "UpdateProduct". This issue has been resolved.

When the "Enable Real-Time Rule Calculation" setting is enabled under Zuora Config Advanced Quoting Configuration Settings, updating the product in an amend or renew quote retains the AmendmentType__c value as "OriginalProduct" instead of changing to "UpdateProduct". To overcome this known limitation, clicking "SAVE" will trigger the calculation again and ensure the process functions correctly.

Release 10.25.2 (Release Date: 2023-12-17) 

The 10.25.2 release includes the following enhancements and resolved issues.

Resolved issue: Error when adding volume charge with default quantity as 0 in CPQ X

Previously, if you created a volume charge in Zuora with a default quantity set to 0, attempting to add this volume charge to a quote in CPQ X might have triggered an error. You may have encountered a message stating, "This page has an error. You might just need to refresh it. [Cannot read properties of undefined (reading 'record')] Failing descriptor: {markup: //zqu:chargeFieldInput}". This issue has been resolved.

Release 10.25.1 (Release Date: 2023-12-14) 

Quotes version 10.25 was skipped due to a packaging issue. The most recent release, which includes all the planned features and resolutions for 10.25, will now be designated as version 10.25.1.

The 10.25.1 release includes the following enhancements and resolved issues.

Improved Lookup Filter Plugin with "INCLUDE_IN" operator support

Previously, when adding a custom lookup field with contacts as the parent in Quote Studio, all contacts were displayed without considering the selected account. This indiscriminate display could lead to a less-than-optimal user experience.

With Quotes version 10.25, we have introduced an enhancement to the Lookup Filter Plugin by incorporating support for the "INCLUDE_IN" operator. This operator allows you to refine and customize lookup field behavior, ensuring that the displayed contacts are appropriately relevant to the selected account.

For more information, see Lookup Filter Plugin.

Support for fetching subscription data synchronously (without the batch job) when creating amendment or renewal quote

Previously, when creating an amendment or renewal quote, subscription data retrieval was conducted asynchronously using batch jobs. However, this asynchronous processing could lead to delays as jobs were queued in Salesforce and processed only when resources became available. Even for quotes with a minimal number of charges, there was a potential delay in loading, impacting the overall user experience.

With Quotes version 10.25, we have introduced a new setting named "Max Charges for Loading Optimization" This setting allows you to configure whether subscription data is fetched synchronously or asynchronously during the creation of an amendment or renewal quote.

New Setting Overview

  • Setting Name: Max Charges for Loading Optimization
  • Location: Zuora Config > Quote Studio Settings > Admin Config

Use cases

  1. If you are creating a renewal or amendment quote that includes 30 rate plans and you prefer synchronous data fetching, simply input a value of 30 or higher in the "Max Charges for Loading Optimization" field.

  2. If you prefer asynchronous data fetching, input a number less than 30.

Upon Quotes version 10.25 package installation, the "Max Charges for Loading Optimization" field will have a default value of 30.

For more information, see Configure Quote Studio admin settings.

Enhancements to display order for Quote and Product Rate Plan Charges in CPQ X

In Quotes version 10.25, we have made significant enhancements to the user interface that ensures a consistent and predictable display order for Quote and Product Rate Plan Charges. Previously, you might have experienced inconsistency in the on-screen arrangement of charges within a rate plan, causing confusion as charges were sometimes displayed in varying orders.

With Quotes version 10.25, charges will now be arranged in ascending order first by Charge Type (One-Time, Overage, Recurring, etc.), followed by ascending order based on the Product Rate Plan Charge Full Name. This improvement guarantees a consistent and intuitive presentation of charges, making it easier for you to navigate and understand the displayed information.

Support to include "Specific Update Date" field when making updates prior to future date change in amendment quote

In Quotes version 10.18.1, we introduced the "Make this update before a future date change" toggle in the Order Action Details screen. This toggle required manual activation to include the "Specific Update Date" field for updates made before the future date change.

With Quotes version 10.25, we have streamlined this process by introducing a new setting named "Define Behavior for making Updates before Future Dated Updates" under Zuora Config > Quote Studio Settings > Admin Config.

This setting includes two dropdown options, allowing you to configure the inclusion of the "Specific Update Date" field.

Option Description
Require manual designation of the “Make this Update before a Future Update”.(Default) When selected, updates made prior to the future date change will require manual activation of the "Make this update before a future date change" toggle to include the "Specific Update Date" field. 

This option is the default setting.

Always automatically set Specific Update Date in the backend When selected, the "Specific Update Date" field is automatically included whenever updates are made before the future date change. There is no need for manual activation of the toggle.

For more information, see Configure Quote Studio admin settings.

Enhanced compatibility for Charge Number Prefix

Previously, if you set the default "Charge Number Prefix" to "C" (without the hyphen) in Zuora Billing, creating a new quote and adding a product resulted in the Preview Charge Id (zqu_PreviewChargeId_c) having the same prefix as Zuora Billing. This caused order preview calls to fail with an error message stating "Error Processing Quote At Previewing: Code: 58190220, Message: The charge number CYDOhq6Yl1tSAKHh48g_fc030690 is invalid. You cannot use the prefix "C"." This issue has been resolved.

With Quotes version 10.25, when you add products, the Preview Charge Id (zqu_PreviewChargeId_c) field will generate a random number starting with "&"

For example: If you set the default "Charge Number Prefix" to "C" in Zuora Billing, the Preview Charge Id (zqu_PreviewChargeId_c) field generates a value like "&CSGDHS77655SD".

Resolved issue: Ramp intervals not created when using default ramp frequency

Previously, if you had specified a "Ramp Frequency Default Value" under Zuora Config > Quote Studio Settings > Default Settings, creating a new quote and toggling the ramp option to generate a ramp quote might not have resulted in the automatic creation of Ramp Intervals. The intervals were only generated when the ramp frequency was manually adjusted in the Quote Studio UI. This issue has been resolved.

Resolved issue: Products removed when renewing ramp quotes

Previously, you might have experienced an unexpected issue where, upon renewing a ramp quote and updating a product on an interval other than the 1st interval, subsequent updates to other fields in the Quote Studio resulted in the removal of the updated products from the user interface. This issue has been resolved.

General enhancements and resolved issues

The enhancements and resolved issue in this section are applicable to Zuora Quotes components other than Quote Studio, or both Quote Studio and other components in Zuora Quotes.

Support to pass List Price for Flat Fee and Per Unit charge models into Zuora

With Quotes version 10.25, we have introduced a new setting called "Pass QRPC List Price to Zuora for ELP" to empower your pricing strategy and streamline communication between Salesforce and Zuora. 

New Setting Overview

  • Setting Name: Pass QRPC List Price to Zuora for ELP
  • Location: Zuora Config > Quote Studio Settings > Admin Config

Functionality

When this setting is enabled, a seamless integration is established between Salesforce and Zuora. Specifically, for each quote record, the List Price (zqu__ListPrice__c) associated with the Flat Fee and Per Unit charge models of every Quote Rate Plan Charge object record will be sent to Zuora. The List Price information is passed into Zuora under the field name "originalListPrice".

When this setting is enabled both List Price and Effective Price will be sent to Zuora.

For more information, see Configure Quote Studio admin settings.

Resolved issue: Newly introduced fields included in display section when upgrading Zuora Quotes package

Previously, when upgrading your Zuora Quotes package from 10.2 to 10.16 or later, you might have encountered an issue where newly introduced fields (unrounded fields) were added to the display section of the Quote Metrics fieldset. This issue has been resolved. 

With Quotes version 10.25, the unrounded fields have been removed from the display section and moved to the available field section of the Quote Metrics fieldset.

Release 10.24.1 (Release Date: 2023-11-30) 

The 10.24.1 release includes the following enhancements and resolved issues.

Improved profile visibility in quick filters

Previously, when the "Select Specific Profiles" toggle was set to active, only 40 associated profiles were shown. With Quotes version 10.24.1, this limitation has been lifted, and now all associated profiles will be loaded and displayed, providing you with a comprehensive view of available profiles.

Resolved issue: Formula fields not displaying values in Quote Studio UI

Previously, you might have faced an issue where newly added formula fields from the Account or Opportunity objects to the field sets were not displaying values in the Quote Studio UI. This issue has been resolved.

Resolved issue: Error when creating amendment quote with empty discount field in tiered charge

Previously, you might have faced an issue when creating an amendment quote and setting the discount field to empty on a tiered charge. This resulted in an error on the quote record page, stating: "Content cannot be displayed: core.apexpages.exceptions.ApexPagesGenericException: common.apex.runtime.impl.ExecutionException: Invalid decimal: null". This issue has been resolved.

Resolved issue: "Invalid Integer: Specific Number of Periods" error on quote submission

Previously, you might have encountered an error when creating a quote and selecting the "Specific number of periods" option in the "Calculate Quote metrics through" field. Upon submitting the quote, an error would occur with the message: "Error Loading Quote Previewed Metrics: Invalid integer: Specific Number of Periods”. 

It is important to note that this error occurred only when the "Default (Intelligent Invoice Item Preview Retrieval)" option was selected in the "Invoice Preview option" field under Zuora Config > Admin Config, a feature introduced in Quotes version 10.24. This issue has been resolved.

Resolved issue: Incorrect last interval end date in ramp quotes

Previously, you might have encountered an issue when creating a ramp quote, where the end date of the last interval was incorrect. This issue has been resolved.

Resolved issue: Fields not populated in ramp quote

Previously, you might have encountered an issue when creating or updating a ramp quote. Specifically, the following fields - Interval Total, Interval Subtotal, Interval Discount, and Inline Discount were not being populated. This issue has been resolved.

Resolved issue: Renewal date misalignment in rate plan charges

Previously, you might have encountered an issue when creating a renewal quote, where the renewal date of rate plan charges did not align with the renewal start date. This issue has been resolved.

Resolved issue: Quote metrics not resetting in ramp quotes with custom intervals

Previously, you might have encountered an issue when creating a ramp quote with custom ramp intervals and adding products. While the initial display of quote metrics was correct, using the "Preview Metrics" button for a Preview an order API call and making subsequent changes resulted in a challenge - the quote metrics were not resetting as expected. This issue has been resolved.

Resolved issue: Retained future interval updates when editing ramp quotes

Previously, you might have faced an issue when editing a ramp quote and changing the initial term. Specifically, after modifying the initial term, you might have encountered a challenge where updates from future intervals were not being removed as expected. This issue has been resolved.

Resolved issue: Incorrect currency for rate plans when renewing quote

Previously, when renewing a subscription with the multicurrency set for the product and Automated Price Change (uplift) active, the rate plan incorrectly selected the price in a different currency instead of adhering to the quote currency. For instance, if the quote currency was set as USD, during the renewal process, the rate plan would mistakenly fetch the price from a different currency, leading to incorrect behavior. This issue has been resolved.

Release 10.24 (Release Date: 2023-11-15) 

The 10.24 release includes the following enhancements and resolved issues.

Enhancements to filter criteria feature in Object Fields Config setting

In Quotes version 10.17, we introduced support for applying filter criteria in the Object Fields Config setting, specifically for the Quote Rate Plan Charge object. However, you were limited to applying filter criteria exclusively to the Quote Rate Plan Charge object.

With Quotes version 10.24, we are expanding the filter criteria feature in the Object Fields Config setting. You can now apply filter criteria to all objects (excluding the Subscription object) in the Object Fields Config setting. This expansion provides more flexibility in defining filter conditions across various objects, allowing for a more customized and dynamic experience.

As part of this enhancement, we have also introduced a new operator option - "not contains" - in the operator field. When selecting "not contains" from the operator dropdown, you can ensure that the filtering results display values that do not include the input value. This addition further enriches the filtering capabilities, enabling you to refine and tailor your filter conditions with greater precision.

Points to remember

  1. To optimize performance, Quote Studio holds a limited set of fields for each object. For instance:
    • For the Quote Object, all fields present in the fieldsets are queried.
    • For the Opportunity Object, only the Id and Name fields are queried, and no fieldset is currently available for Opportunity.
  2. To use any field in the filter criteria, ensure they are added to any fieldsets of the respective object. This allows the fields to be queried in the Quote Studio, enabling the application of filter criteria.

  3. In the case of the Opportunity Object, if you need to set conditions for any custom fields, you can achieve this by creating a custom formula field on the Quote that references the Opportunity Object.

For more information, see Understanding Filter Criteria.

Support for Total__c field in CPQX_Charge_Display_Fields fieldset

In Quotes version 10.24, we introduce the addition of the Total__c field to the CPQX_Charge_Display_Fields fieldset in the Quote Rate Plan Charge object. This enhancement aligns with the behavior observed in CPQ9, ensuring consistency in the user experience.

Key Features Description
Total__c field availability
  • The Total__c field is now available in the CPQX_Charge_Display_Fields fieldset.

  • Updatability is maintained for charge models such as 'Per Unit Pricing,' 'Flat Fee Pricing,' 'Volume Pricing,' and 'Tiered Pricing.'

  • The Total__c field is set to read-only for 'Discount-Fixed Amount' and 'Discount-Percentage' charge models, as well as for the 'Usage' charge type across all charge models, in line with CPQ9.

Recalculation on total price field updates Upon updating Total Price fields, the 'Effective Price' and 'Discount' fields undergo recalculation, ensuring accuracy in the displayed values.
ListTotal__c and Discount__c field behavior
  • ListTotal__c field is set to read-only.

  • The Discount__c field is set to read-only when List Price equals 0 and List Total equals 0, aligning with CPQ9 standards.

Enhancements for 'Tiered Pricing' charge model
  • Charge level List Price/Discount/Effective Price for the 'Tiered Pricing' charge model now displays 'At Tier Level.'

  • With the addition of Total__c in the fieldset, Tier models are restricted from picking values of List Price from the product catalog for amend/renew subscriptions.

Improved handling of large quotes with intelligent invoice item preview

In previous versions of CPQ X, creating large quotes with approximately 100+ monthly charges and an initial term of 24 months resulted in the generation of extensive invoices during the preview process. This often led to APEX Heap Size errors, impacting user experience. To address this challenge, a new setting named "Invoice Preview option" has been introduced under Zuora Config > Admin Config in CPQ X.

Enhancement details

This setting provides you with the ability to control how CPQ retrieves the complete Invoice Item Preview at the Charge level, visible in the modal that opens when clicking on a specific Charge Subtotal value. The "Invoice Preview option" setting includes three dropdowns to cater to varying user preferences and quote sizes:

Option Description
Default (Intelligent Invoice Item Preview Retrieval) The Default option, recommended for optimal performance, intelligently retrieves Invoice Items based on the size (MB) of the response. If the response size may degrade performance, Invoice Items are aggregated into a single line. Conversely, if the response size does not impact performance significantly, the full breakout of all Invoice Items based on the charge’s Billing Period is displayed.

By default, this option will be selected.
Retrieve All Invoice Items This option retrieves all invoice items, regardless of the quote size.
Retrieve ONLY Aggregated Single Invoice Items per Charges With this option, only aggregated single Invoice Items per charges are retrieved, irrespective of the quote size.

Note that selecting the "Retrieve ONLY aggregated single Invoice Items per Charges" option restricts you from viewing the detailed invoice item breakup on the Quote Studio UI.

For more information, see Configure Quote Studio admin settings.

Enhancements to Quote Studio Sidebar navigation

Previously, if you had a higher number of components in the Quote Studio sidebar, you might have encountered an issue when increasing the zoom percentage of your browser (e.g., from 100% to 200%). In such instances, some components in the sidebar fell off the screen, making them inaccessible and challenging to select.

With Quotes version 10.24, a scroll bar has been added to the Quote Studio sidebar, providing enhanced navigation capabilities. Now, even with a higher number of components and increased browser zoom percentages, you can easily scroll through the sidebar to access all components seamlessly.

This addition improves the user experience and ensures that all components remain accessible and visible, regardless of the zoom level set in your browser.

Enhanced behavior for future dated remove product action alignment

To improve the overall user experience, we have introduced a significant change in the behavior of future dated remove product actions. This enhancement specifically addresses how future dated remove product actions align during subscription amendments.

With Quotes version 10.24.1, if you select the option "Would you like to align all initial Actions of a Rateplan timeline to QSD and keep all future dated actions respectively aligned?" in the modal popup, the future dated remove product actions are now intelligently aligned with the new Quote Start Date (QSD) when amending a subscription. This ensures a consistent and expected alignment of all future dated actions with the updated QSD.

For example: If the Quote Start Date (QSD) was initially set as 29/11/2023, and there was a scheduled future action to remove a product on 2/12/2023. If, during an amendment, you modify the QSD to 1/12/2023, the future action to remove the product will now be synchronized with the updated QSD, resulting in a new date of 4/12/2023.

Resolved issue: Error on future dated remove product action alignment when creating new timelines (add product, future dated update, and remove product action) in same quote

Previously, you might have encountered an issue when creating a new quote that involved adding a product for the same date, applying future dated updates, and removing a product in the same quote, followed by moving the Quote Start Date (QSD) to the future. 

When choosing the option "Would you like to align all initial Actions of a Rateplan timeline to QSD and keep all future dated actions respectively aligned?", you might have faced a problem where the add and update product actions aligned with the new QSD, but the remove product action aligned with the previous QSD. This misalignment resulted in an error stating: "Error Processing Quote At Previewing: Code: 58730030, Message: The trigger date cannot be later than the charge effective end date when you update a  product". This issue has been resolved.

Resolved issue: Error in amendment quotes when removing products

Previously, you might have encountered an issue when creating an amendment quote and attempting to remove a product on the date it was added. The error message displayed was: "Javascript Error: Uncaught render threw an error in 'zqu:configTable' [Cannot read properties of undefined (reading 'charges')]”. This issue has been resolved.

With the latest release of Quotes version 10.24, You can now remove products from an amendment quote on the date of their addition without encountering the previously reported JavaScript error. 

Resolved issue: Charge Subtotal value for Quote Order Line Items displaying as "-"

Previously, when creating amendment or renewal quotes, you might have encountered an issue where the Charge Subtotal value for Quote Order Line Items was displaying as "-"

With the latest update in Quotes version 10.24, we have resolved this issue. You will no longer experience the Charge Subtotal value displaying as "-", ensuring accurate and reliable representation of charge subtotals for Quote Order Line Items in amendment or renewal quotes.

Resolved issue: Delta TCB field displays no value when creating quote

Previously, you might have encountered issues related to the display and removal of fields, specifically Delta TCB, on the zqu_CPQX_Subscription_Metrics_Expand or zqu_CPQX_Subscription_Metrics_Collapse fieldsets on the Quote object. Two key problems were identified:

  1. Delta TCB field display issue
    When adding the Delta TCB field to the mentioned fieldsets, you might have experienced an issue where the Delta TCB field did not display its value during the creation of a quote. However, after submitting the quote, the Delta TCB field correctly displayed its value on the quote detail page.
     
  2. Field removal error
    Removing fields from the zqu_CPQX_Subscription_Metrics_Expand or zqu_CPQX_Subscription_Metrics_Collapse fieldsets resulted in an error stating "JavaScript error: "Uncaught render threw an error in 'zqu:subscriptionmetricsPanel'". This error hindered the removal process and caused disruptions.

With Quotes version 10.24, we are pleased to announce the resolution of the above issues. You can now expect the following improvements:

  • The Delta TCB field will correctly display its value during the creation of a quote, providing a more accurate representation of subscription metrics.
  • You can now remove fields from the zqu_CPQX_Subscription_Metrics_Expand or zqu_CPQX_Subscription_Metrics_Collapse fieldsets without encountering the previous JavaScript error. Field removal processes will now proceed smoothly.
  • Additionally, we have added support for the following fields in the Subscription panel along with Delta TCB:
    • TCB
    • TCV
    • MRR
    • Delta MRR
    • Delta TCV
    • Discount TCB
    • Discount TCV
    • Discount MRR
    • Delta Discount TCB
    • Delta Discount TCV
    • Delta Discount MRR

Resolved issue: Error in amendment quotes when adding multiple product rate plans

Previously, you might have encountered an issue when creating an amendment quote and adding more than eight product rate plans simultaneously using the Browse Products modal. An error would occur, stating: "Error Processing Quote At Rules Engine Calculation, Error Processing Quote At Previewing: Received exception event aura:systemError from server". This error stemmed from the execution of rules due to multiple requests, leading to a lengthy JSON response that exceeded the aura component limit.

With Quotes version 10.24, you will no longer experience the challenge of encountering errors during the creation of amendment quotes when adding multiple product rate plans simultaneously.

General enhancements and resolved issues

The enhancements and resolved issue in this section are applicable to Zuora Quotes components other than Quote Studio, or both Quote Studio and other components in Zuora Quotes.

Legacy support for sending Salesforce custom fields to Zuora as string

In Quotes version 10.24, we are introducing a new setting called "Legacy Support: Send SF Custom Fields to Zuora as String" under Zuora Config > Quote Configuration Settings > Send to Zuora Processing Options section.  

Background

Before April 2023, Zuora did not support Boolean, Number, and Date fields. Consequently, integrations created during this period would have sent Salesforce Boolean or Number fields to Zuora as Strings. This allowed Boolean fields to map to Zuora Picklist fields, while Number fields could map to Zuora Text fields.

What's New

To maintain backward compatibility with the pre-April 2023 integration method, we have introduced the "Legacy Support" setting. This setting is disabled by default after upgrading to version 10.24. Users can now create custom fields of different types (Boolean, Integer, Number, Date) in Salesforce and map them to corresponding custom fields in Zuora.

How it Works

When you enable the "Legacy Support: Send SF Custom Fields to Zuora as String" setting the SF Custom Fields are sent to Zuora in the same manner as they were before April 2023, providing backward compatibility for existing integrations.

This update offers flexibility for you with integrations predating April 2023, allowing you to seamlessly transition to the latest version while ensuring compatibility with their existing processes.

For more information, see Quote Configuration Settings.

Resolved issue: Negative Delta value not populated in amendment quotes

Previously, you might have encountered an issue in amendment quotes where the Negative Delta value was not consistently populated for all removed products.

For example

  1. If you initially created a quote with products A and B.
  2. Then, in an amendment quote, you added product C.
  3. Subsequently, in another amendment quote, you removed products A and C.

Now you might have noticed that the Negative Delta value was not consistently populated for all removals in the last step. This issue has been resolved.

With Quotes version 10.24, you can now experience a consistent and accurate population of the Negative Delta value for all removed products in the context of amendment quotes.

The SOAP API version must be 136.0 or higher.

Resolved issue: Error when editing quote using Edit Quote Details button in legacy CPQ

In the previous Quotes version 10.20, you might have encountered an error when editing a quote. Clicking the "Edit Quote Details" button to modify the quote, and subsequently clicking "Save" after editing, resulted in an error message: "SObject row was retrieved via SOQL without querying the requested field: zqu_Quotec.zquHighVolume_c”. The specified error may occured for the following fields:

  • zqu__InitialTerm__c
  • zqu__InitialTermPeriodType__c
  • zqu__RenewalTerm__c
  • zqu__RenewalTermPeriodType__c
  • zqu__Subscription_Term_Type__c
  • zqu__SubscriptionTermStartDate__c

This issue stemmed from a compatibility problem between the API upgrade of certain classes to the latest Salesforce versions and the old field logic in legacy CPQ Edit Quote Details pages, particularly due to missing fields in the UI fieldset.

With Quotes version 10.24, you will no longer encounter the "SObject row was retrieved" error when editing a quote. The issue no longer persists, regardless of whether the required fields are present or absent in the UI. The resolution ensures compatibility between the latest Salesforce versions and the field logic in legacy CPQ Edit Quote Details pages.

Release 10.22.4 (Release Date: 2023-11-01) 

The 10.22.4 release includes the following enhancements and resolved issues.

Resolved issue: Product count shows incorrect number with filters in browse products section

Previously, when creating a quote and navigating to the Browse product section, you might have observed that everything appeared fine, such as the product count. However, when scrolling down to view the products, you might have noticed that the product count displayed unusually high numbers, even though you had fewer products. Furthermore, if you selected any filter category, the product count increased further.

For example: If you have 40 products, when you scroll down in the products column, you might see the product count display as 100, and every time you click the filter category, the number increases.

With Quotes version 10.22.4, we have resolved the issue related to the product count display when using filters in the Browse product section. You can now create quotes and utilize product filters without experiencing incorrect product count displays. This resolution ensures that the product count aligns accurately with the filtered products, providing a more reliable and user-friendly experience.

Resolved issue: Incorrect mapping of ZuoraErrorMessageMapper

Previously, when creating a quote in CPQ X and legacy CPQ, an incorrect and unintuitive error message was displayed instead of the actual error message stating,  "Error Loading Quote Previewed Metrics: There are currently no actions (add, update, remove) made on this quote. You cannot preview metrics, nor send this quote to Zuora until some action is made." This discrepancy occurred because of the incorrect mapping of ZuoraErrorMessageMapper.

With Quotes version 10.22.4, we have resolved this issue. The ZuoraErrorMessageMapper has been mapped correctly to display the accurate error message, ensuring that you now receive the correct error message. This improvement results in a more user-friendly and intuitive experience when working with CPQ X and legacy CPQ, as you will now be provided with the precise error message.

Resolved issue: Arrangement of Rate Plan lines becomes mixed up when clicking Save

Previously, when creating a quote, you might have experienced an issue where, after adding products and clicking "Save," the Rate Plan lines were unexpectedly reordered or shuffled. This issue was also observed when adding more products and updating fields when creating an amendment or renewal quote, leading to a similar problem.

With Quotes version 10.22.4, this issue has been successfully resolved. When you add products and save your quote, the Rate Plan lines will now remain in the correct order without unexpected reordering. The rate plans are arranged in the following manner:

  • Preserved Rate Plan Position: Rate Plans will retain their positions in the Quote studio according to the sequence in which they are added or updated. 
  • Streamlined Addition of New Rate Plans: All new Rate Plans will be automatically added to the top of the Product List, regardless of whether they are added manually or through methods such as Custom Action Plugins or standard rules.

Resolved issue: "Save and Submit" buttons in Quote Studio become unresponsive when rule failure occurs

In Quotes version 10.22, we introduced enhancements to the behavior of the Save and Submit buttons. Specifically, when Rules or Custom Action Plugins ran, the Save and Submit buttons remained disabled. These buttons were set to become active only after the rules had been successfully executed. However, there was an issue where, during a rule failure, the Save and Submit buttons did not unfreeze as expected.

In Quotes version 10.22.4, we have resolved this issue. The Save and Submit buttons will now function as intended. When Rules or Custom Action Plugins are executed, the buttons will correctly remain disabled during the process. In the event of a rule failure or success, the Save and Submit buttons will be unfrozen, allowing you to take the necessary actions.

Resolved issue: Incorrect currency display on Quote Detail Page

Previously, when creating a new quote, the CPQ X Quote Detail page correctly displayed the currency of the quote. However, when creating an amendment quote, the currency of the rate plan charge for the original product displayed the default currency instead of the configured currency. This discrepancy caused issues where the rate plan charge for the original product showed the incorrect currency.

With Quotes version 10.22.4, this issue has been successfully resolved. When you create an amendment quote, the rate plan charge for the original product will now display the configured currency, ensuring consistency with the rest of the quote. For example, if you configured the currency as $, the rate plan charge for the original product will correctly display $ instead of the default currency (e.g., €).

General enhancements and resolved issues

The enhancements and resolved issue in this section are applicable to Zuora Quotes components other than Quote Studio, or both Quote Studio and other components in Zuora Quotes.

Resolved issue: Mismatch between product name in quote and change log in legacy CPQ

Previously, when you created a quote and sent it to Zuora, and subsequently changed the product name in Zuora and synchronized it with Zuora CPQ, you might have encountered an issue. Specifically, when creating an amendment or renewing a quote, you may have observed that the CHANGE LOG continued to display the old product name, while the quote itself displayed the new product name. 

With Quotes version 10.22.4, this issue has been successfully addressed and resolved. Now, when you create an amendment or renew a quote in Zuora CPQ, the CHANGE LOG will accurately reflect the new product name, aligning with what is displayed in the quote.

For more information, see Renew/Amend Quote Flow.

Resolved issue: Zuora Account ID overwritten with Invoice Owner ID 

Previously, when sending a quote to Zuora, you might have experienced an issue where the Zuora Account ID (zqu_ZuoraAccountID__c) field was incorrectly overwritten with the Invoice Owner ID (zqu_InvoiceOwnerId__c). This issue has been resolved.

With Quotes version 10.22.4, when you send a quote to Zuora, the Zuora Account ID (zqu_ZuoraAccountID__c) field will retain its original value, ensuring accurate account ID assignment.

Release 10.22.3 (Release Date: 2023-10-13) 

The 10.22.3 release includes the following enhancements and resolved issues.

Support for adding BillingSubtotal_c field in Quote Rate Plan Charge Display Fields

Previously, the BillingSubtotal_c field was not available to be added to the Quote Detail Charge Display Fields (Quote_Detail_Charge_Display_Fields) or Charge Display Fields (CPQX_Charge_Display_Fields) fieldset on the Quote Rate Plan Charge (QuoteRatePlanCharge__c) object. This issue has been resolved.

With Quotes version 10.22.3, you can now add the BillingSubtotal_c field to both the Quote Detail Charge Display Fields and Charge Display Fields fieldset on the Quote Rate Plan Charge object. This enhancement empowers you to tailor your quote rate plan charges to meet your specific business needs and display billing subtotals as required.

Enhanced validation for required fields in quote submission

Previously, in CPQ X, it was possible to submit a quote even if the required fields were left empty. This issue has been resolved.

With Quotes version 10.22.3, we have introduced enhanced validation for required fields during the quote submission process. This means that a quote will not be submitted until all required fields have been filled in. This change ensures that all necessary information is provided before a quote is finalized, reducing the risk of data inconsistencies and workflow disruptions.

Improved behavior for custom picklist field in CPQ X

Previously, when you added a custom picklist in CPQ X, the "None" option was always visible in the picklist, regardless of whether the field was required or not. This behavior could be confusing, especially when a required field had the "None" option available.

With Quotes version 10.22.3, we have refined the behavior of custom picklist field as follows:

  • Visibility of "None" Option: The visibility of the "None" option in the picklist is now determined by whether the field is required or not. When a field is not required, the "None" option will be visible in the picklist.
  • Required Fields: When a field is required, the "None" option will not be visible in the picklist. Instead, the first value in the picklist will be selected by default.
  • Default Value: If you have configured a default value for the field, that default value will be pre-selected in the custom picklist field.

Improved picklist field performance in CPQ X

Previously, in CPQ X, when you selected values in any picklist field, you might have encountered a delay that took 2 to 3 seconds to populate the selected value in the picklist field. 

With Quotes version 10.22.3, we have resolved the issue, resulting in significantly improved performance for picklist fields. You will now experience an instant population of selected values without any noticeable delay.

Reversion of custom field type changes for compatibility

In release 10.22.1, we introduced the support for sending custom fields of type Number and Boolean from Zuora CPQ to Zuora Billing. These fields were mapped to specific data types: 

  • Boolean - Holds "true" or "false" values.
  • Number - Stores data like 5, -18, 0, 20.6, or -100.32.

However, this change created a backward compatibility issue for customers who had existing integrations in which Boolean fields in Zuora CPQ were mapped to Picklist fields in Zuora Billing with values such as "True" and "False." As a result, you might have encountered an error message stating that “The value of field {Boolean Field Name} required String”.

To address this issue and ensure compatibility with existing integrations, as of Quotes version 10.22.3, we have reverted the changes made in release 10.22.1. This reversion allows you to continue mapping Boolean values in Zuora CPQ to Picklist fields in Zuora Billing, as it was before the release of 10.22.1. This ensures that existing integrations function as expected, and you can seamlessly send data between CPQ and Zuora without encountering the 'String' value error.

Resolved issue: Duplicate subscriptions on subscription selection screen

Previously, when you had more than 20 records on the existing subscription selection screen and scrolled through the list, you might have noticed that the same subscription was displayed multiple times. This issue could lead to confusion and inefficiency when selecting subscriptions for various actions.

With Quotes version 10.22.3, we have fixed the issue, ensuring that the same subscription is not displayed multiple times when scrolling through the list. This change promotes a cleaner and more user-friendly subscription selection process.

Resolved issue: Random creation of product update actions upon removing Term Start Date in ramp quotes

Previously, if you created a new ramp quote, submitted it, and then edited the quote to remove the Term Start Date, you might have encountered the following issues:

  1. Two erroneous update product actions with random effective dates were created.
  2. An error message stating, "The Charge is not allowed to be updated before the last segment effective start date" was displayed.

With Quotes version 10.22.3, we have resolved the issue related to ramp quotes. You will no longer experience the creation of erroneous update product actions or encounter error messages when editing a ramp quote and removing the Term Start Date.

Resolved issue: Error when creating amendment quote for non-ramp quote

Previously, when you created an amendment quote for a non-ramp quote and added a new product prior to the Quote Start Date, if you attempted to update any of the Quote Rate Plan Charge fields, such as Quantity, Discount, and others, you might have encountered an error. The error message displayed was as follows: “Error Processing Quote At Previewing: Code: 58730020, Message: Invalid rate plan charge number: nozC3DoFmz7anhxsvNODg_e52f43cc."

With Quotes version 10.22.3, we have resolved the issue related to creating an amendment quote for a non-ramp quote. You can now add new products and update Quote Rate Plan Charge fields before the Quote Start Date without encountering the previously reported error. This improvement ensures a smoother workflow for creating amendment quotes and updating associated fields.

Resolved issue: Error when using lookup table data in rules engine for MAP products

Previously, when using Lookup Table Data in the Rules Engine to update the Quantity field for MAP (Multi-Attribute Price) products, you might have encountered an error message. The error message stated: "Error Processing Quote At Rules Engine Calculation, Error Processing Quote At Previewing: Error while running Rule [New Rule]: Action failed: Required Fields have not been properly initialized: zqu_EffectivePricec, zquListPrice_c." 

With Quotes version 10.22.3, we have resolved the issue related to using Lookup Table Data in the Rules Engine for MAP products. You can now use Lookup Table Data smoothly to update the quantity field when creating a quote, and the error message will no longer appear.

You can only set the Quantity field exclusively for MAP products. Nevertheless, you have the flexibility to modify various other field values, including the Quantity field, for products that do not fall under the MAP category.

For more information, see Use Case: Using Lookup Value in Rules.

Resolved issue: Error when saving ramp quote with Headless Component registered

Previously, when you had registered a Headless Component to trigger custom component logic upon Quote Studio events (e.g., beforeSave), and you created a ramp quote, you might have encountered an error when clicking the Save button. The error message displayed was as follows: “Javascript Error: Uncaught Action failed: zqu:quoteStudio$controller$saveQuote [Cannot read properties of null (reading 'call')]."

With Quotes version 10.22.3, you can now create ramp quotes without encountering the previously reported error when saving the quote. This improvement ensures that custom component logic and Quote Studio events work together seamlessly, providing a more stable and user-friendly experience.

General enhancements and resolved issues

The enhancements and resolved issue in this section are applicable to Zuora Quotes components other than Quote Studio, or both Quote Studio and other components in Zuora Quotes.

Resolved issue: Display Scale Setting not working correctly for tiered products

Previously, you might have encountered an issue with the Display Scale Setting. Specifically, if you set the Display Scale Setting to 0 for Discount, Effective Price, and List Price fields of Tier products in legacy CPQ, it was not working properly. This issue has been resolved.

With Quotes version 10.22.3, you can now confidently set the Display Scale Setting to 0 for Discount, Effective Price, and List Price fields of Tier products, and the settings will work correctly without any discrepancies.

Resolved issue: Incorrect Population of "Bill to Contact" and "Sold to Contact" when creating amendment or renew quotes

Previously, when creating amendment and renewal Quotes, the Bill to Contact and Sold to Contact fields were populated automatically. However, if the account had multiple contacts with the same name, you might have encountered an issue where incorrect Bill to Contact and Sold to Contact were populated. This issue has been resolved.

With Quotes version 10.22.3, the Bill to Contact and Sold to Contact fields are correctly populated, even when multiple contacts share the same name.

Release 10.22.2 (Release Date: 2023-09-25) 

The 10.22.2 release includes the following enhancements and resolved issues.

Resolved issue: Error when creating new quote and editing quote

Previously, when attempting to create a new quote using the "New Quote (New)" button or when editing an existing quote using the "Edit Quote (New)" button, you might have encountered an error message that stated: "Javascript Error: Uncaught render threw an error in 'zqu:quotePanel' [Cannot read properties of undefined (reading 'zqu_Subscription_Term_Type_c')] Failing descriptor: {markup: //zqu:fieldLogicUtils}." This issue has now been resolved.

With Quotes version 10.22.2, the error message mentioned above no longer occurs. You can now create new quotes and edit existing quotes without encountering this issue.

Release 10.22.1 (Release Date: 2023-09-21) 

The 10.22.1 release includes the following enhancements and resolved issues.

Support to display original One Time Charges for amendment and renewal quotes with "View Amend Quote as of Quote Start Date" setting

Previously, when the "View Amend Quote as of Quote Start Date" setting was enabled under Zuora Config > Quote Studio Settings > Admin Config, to view all charge segments as of the Quote Start Date, you may notice that original One-time charges were not visible for amendment and renewal quote types. This issue occurred when the "Hide Original One-Time Charges" setting was disabled under Zuora Config > Quote Configuration Settings.

With Quotes version 10.22.1, we have resolved this issue and improved the behavior of these settings. It is important to note that the "View Amend Quote as of Quote Start Date" setting must be used in conjunction with the "Hide Original One-Time Charges" setting to achieve the desired display of One-Time charges.

Here's how the settings now work:

  • When the "View Amend Quote as of Quote Start Date" setting is enabled and the "Hide Original One-Time Charges" setting is disabled, the original One-Time charges will be visible in the amendment and renewal quote types.

  • When both the "View Amend Quote as of Quote Start Date" setting and the "Hide Original One-Time Charges" setting are enabled, the One-Time charges will not be visible in the amendment and renewal quote types.

These changes ensure consistent visibility of One-Time charges based on the configured settings, providing a more accurate representation of amendment and renewal quotes.

For more information, see Create amendment quotes or renewal quotes.

Billing Period field now read-only for amend or renew subscriptions

The Billing Period (Period__c) field is a critical component in managing billing cycles and frequencies for subscription products. In Zuora Billing, it is a standard practice that the billing period for existing products cannot be changed during amendments or renewals. 

To align with this practice, Quotes version 10.22.1 introduces a change where the Billing Period (Period__c) field is made read-only during amend or renew subscription workflows.

By making the Billing Period (Period__c) field read-only during amend or renew subscription processes, you will no longer have the ability to modify the billing period during amend or renew quote flows.

Resolved issue: Missing recurring charges for "Removed Product" in SOQL queries

Previously, when attempting to retrieve records of all Quote Rate Plan Charges associated with a particular Quote via SOQL, you might have noticed an issue. In scenarios where the Quote Rate Plan Charge was removed on the same date, i.e. when the Effective Start Date and Effective End Date of the rate plan charge coincided, recurring charge records for "Removed Product" (QuoteRatePlan.AmendmentType) were not returned in the query results. This issue has been resolved.

With Quotes version 10.22.1, when you query Quote Rate Plan Charges associated with a particular Quote via SOQL, recurring charge records for "Removed Product" (QuoteRatePlan.AmendmentType) will be included in the query results as expected. This ensures that you have access to complete and accurate data, including recurring charges for removed products, when conducting SOQL queries, simplifying your data retrieval processes.

Resolved issue: Error when cloning quotes that had already sent to Zuora

Previously, when using the "New Clone Quote" button in CPQX to clone a quote that had already been sent to Zuora, you might have encountered an error message. The error message indicated, "Error Loading Quote Data: duplicate value found: zqu_ZuoraSubscriptionID_c duplicates value on record with id." This error prevented you from efficiently cloning quotes that were already in Zuora. 

With Quotes version 10.22.1, we have addressed and resolved this issue comprehensively. Now, when you use the "New Clone Quote" button in CPQX to clone a quote that has been sent to Zuora, you will no longer encounter the error message related to duplicate values for zqu_ZuoraSubscriptionID_c.

Resolved issue: One-time charges duplicated in other intervals within ramp quotes

Previously, when creating a ramp quote and adding a one-time charge in any interval, you might have experienced an issue where the one-time charge was mistakenly duplicated in all intervals of the ramp quote. This issue has been resolved.

With Quotes version 10.22.1, when you create a ramp quote and add a one-time charge in a specific interval, the charge will no longer be erroneously duplicated in other intervals. This improvement ensures that one-time charges are correctly assigned to the intended interval, eliminating any discrepancies and streamlining your quoting processes.

Resolved issue: Incorrect Type__c representation in Custom Action Plugin

Previously, when you used Custom Action Plugin via Rules Engine to represent the nature of a quote (Original or UpdateProduct) in renew or amendment quotes, the Type__c field on the QuoteAmendment object record did not correctly reflect the nature of the Charge segment. Instead, it consistently displayed "UpdateProduct" even for Original Quote Rate Plan Charge segments. This issue has been resolved.

With Quotes version 10.22.1, when using Custom Action Plugin via Rules Engine to represent the nature of a quote in renew or amendment quotes, the Type__c field on the QuoteAmendment object record will now accurately reflect the nature of the charge segment. Specifically, it will correctly differentiate between Original and UpdateProduct QRPC charge segments, ensuring precise data representation.

General enhancements and resolved issues

The enhancements and resolved issue in this section are applicable to Zuora Quotes components other than Quote Studio, or both Quote Studio and other components in Zuora Quotes.

Support for custom fields with Number and Boolean data types in Zuora Quotes

With Quotes version 10.22.1, you can now utilize custom fields of data types Number and Boolean in various Zuora Quotes objects for new, amend, and renew quote flows in both legacy CPQ and CPQ X. The data values that can be recorded in each of these custom field types are as follows:

  • Boolean (Checkbox in Salesforce): This data type can hold either "true" or "false" values.
  • Number: Number data type is suitable for capturing both integer and decimal values. Custom fields offer the flexibility to store data like 5, -18, 0, 20.6, or -100.32.

These custom field types are now available in the following Zuora Quotes objects: 

  • Account
  • Quote
  • Quote Amendment
  • Quote Rate Plan
  • Quote Rate Plan Charge
  • Quote Order Line Item

Resolved issue: Zuora Account Number overwritten with Invoice Owner Account Number

Previously, when sending a quote to Zuora, you might have experienced an issue where the Zuora Account Number (zqu_Zuora_Account_Number_c) field was incorrectly overwritten with the Invoice Owner Account Number. This issue has been resolved.

With Quotes version 10.22.1, when you send a quote to Zuora, the Zuora Account Number (zqu_Zuora_Account_Number_c) field will retain its original value, ensuring accurate account number assignment.

Additionally, we are introducing a new field named "Invoice Owner Account Number." This field will be populated with the respective Invoice Owner information, enhancing visibility and clarity in your billing and invoicing processes. Note that this new field is currently in the development stage and may display inaccurately under certain complex conditions. However, we are actively engaged in refining it for the upcoming release.

Resolved issue: Display scale setting in Custom Action Plugin not aligned

Previously, when you configured the display scale setting for a field, discrepancies were observed when using Custom Action Plugin via Rules Engine to check the values of that field. For example, if the display scale setting for the "Effective Price" field was set to "0" and the field's value was 99.80, using Custom Action Plugin to check the values displayed "100" instead of the expected 99.80. This issue has been resolved.

With Quotes version 10.22.1, when using Custom Action Plugin via Rules Engine to check the values of a field with display scale settings, the displayed values will now align with the expected precision. For instance, in the scenario described above, the value displayed will correctly be 99.80 instead of 100.

It's important to understand that this resolution specifically affects the values displayed when using Custom Action Plugin via Rules Engine. In the user interface (UI), the values may still be displayed according to the configured display scale setting.

Release 10.22 (Release Date: 2023-09-15) 

The 10.22 release includes the following enhancements and resolved issues.

Enhanced Quote Studio Save and Submit button behavior

Previously, you could click the Save or Submit buttons even when a field was in edit mode and Rules or Custom Action Plugin were executing. For example, if you were changing the quantity from 2 to 3, the Save or Submit buttons would remain active and clickable while the field was being edited. Clicking the Save or Submit button in this state could lead to unexpected behavior with data or rules engine actions, potentially causing data inconsistencies and workflow disruptions. 

With Quotes version 10.22, we have implemented a more intuitive and user-friendly behavior for the Save and Submit buttons. Here is how it works now:

  • When you are actively editing any field, the Save and Submit buttons will remain disabled. To activate the Save and Submit buttons for saving changes, you must click somewhere outside the field after you have finished editing it. This change ensures that your intention to save or submit changes is deliberate, reducing the likelihood of accidental submissions and mitigating potential issues with data and rules engine actions.

  • When Rules or Custom Action Plugin runs, the Save and Submit buttons will remain disabled. Save and Submit buttons will only become active once the rules have been successfully executed. This further enhances the control and predictability of the system during rule execution, preventing accidental submissions that may conflict with ongoing actions.

Support to add Description field in Quote Detail Charge Display Fields and Charge Display Fields fieldsets

Previously, in CPQ X, you could not include the Description (zqu__Description__c) field in the Quote Detail Charge Display Fields and Charge Display Fields fieldsets on the Quote Rate Plan Charge object. This limitation was a deviation from the behavior in legacy CPQ, where such customization was possible.

With Quotes version 10.22, we have addressed this limitation in CPQ X. You can now add the Description (zqu__Description__c) field to both the Quote Detail Charge Display Fields and Charge Display Fields fieldsets on the Quote Rate Plan Charge object, providing you with more control over the display and customization of charge-related information.

Enhanced Custom Action Plugin support in CPQ X

Previously, when creating a ramp quote with different charges in the intervals and subsequently updating these charges, only the last interval charges (latest charge) were exposed for configuration with the Custom Action Plugin via the Zuora Rules Engine. This limitation meant that actions triggered by the Custom Action Plugin would solely impact the latest charge, regardless of the charges and intervals present in the quote.

With Quotes version 10.22, we have significantly improved the Custom Action Plugin's functionality, addressing this limitation and offering you more control. Here's how it works now:

  1. New Setting - "Expose all charge segments": We have introduced a new setting under Zuora Config > Rules Engine Settings, called "Expose all charge segments." By default, this setting will be disabled.

    Note: This setting is effective exclusively in CPQ X and does not apply to legacy CPQ. 
     
  2. Enabling the Setting: When you enable the "Expose all charge segments" setting, the Custom Action Plugin via the Zuora Rules Engine will expose all interval charge segments within a ramp quote. This means you can configure actions for each interval's charges, providing greater flexibility and control over your subscription management processes.
     
  3. Impact on Non-Ramp Quotes: This setting also applies to non-ramp quotes. In the case of non-ramp quotes, the latest charge will still be exposed to the Custom Action Plugin, maintaining consistency in behavior.

Example Scenario

For example, if you have a ramp quote with three intervals, each containing different charges, and you have a Custom Action Plugin configured via the Zuora Rules Engine to adjust the quantity when the renewal term is changed, this enhancement ensures that the Custom Action Plugin can now target and modify the quantities for each interval individually.

For more information, see Rules Engine Settings.

Improved handling of future dated actions in ramp quotes

Previously, when creating a ramp quote, you might have encountered an issue when performing a future-dated remove or update action in an interval other than the 1st interval and subsequently changing the Term Start Date. For instance, if you performed a future-dated remove or update action in the 2nd interval and modified the Term Start Date, the future action would disappear. However, switching back to the 1st interval and returning to the 2nd interval would make the future-dated action reappear. This issue has been resolved.

With Quotes version 10.22, future-dated remove or update actions will no longer disappear when changing the Term Start Date in intervals other than the 1st interval. You can now change the Term Start Date without losing the future-dated actions.

Resolved issue: Error when removing product before quote start date

Previously, in CPQ X, you might have encountered an issue where you could not backdate remove a product, i.e., remove a product before the quote start date. This issue has been resolved.

With Quotes version 10.22, you can now successfully backdate remove products in the Quote Studio.

Resolved issue: Rule trigger events within rules engine not functioning correctly

Previously, in Quotes version 10.20, we introduced support for Rule Trigger Event options in the Rules Engine UI, which included the following trigger event settings:

  1. Trigger Rule whenever criteria for the Rule is met.
  2. Trigger Rule only when Save or Submit buttons are selected in Quote Studio UI.
  3. Trigger Rule only when Quote Studio Initially loads.

However, there was an issue where the first and last trigger event settings were sometimes conflicting, leading to unexpected behavior.

For example, if you configured the trigger event as "Trigger Rule whenever criteria for the Rule is met," the first trigger event might erroneously occur when the criteria were not met, such as when the Quote Studio initially loads. which is not the expected behavior.

With Quotes version 10.22, we have resolved this conflict to ensure that the trigger events behave as intended. Specifically, when you configure the trigger event as "Trigger Rule whenever criteria for the Rule is met," it will only trigger when the specified criteria are met, and it will not trigger when the Quote Studio initially loads.

Resolved issue: Inline discounts not accurately updated in ramp quote

Previously, when you created a ramp deal, you may have experienced an issue where inline discounts for intervals did not update correctly when a discount was modified or removed in any of the intervals. 

For instance, in a ramp quote with three intervals that included discounts for newly added products in the second interval, if an inline discount was removed from the third interval, the interval total might still display the discount value even when it should have been updated or removed.

With Quotes version 10.22, we have addressed and resolved this issue. Now, when you modify or remove a ramp deal discount in any interval, the inline discounts for other intervals will populate correctly, and the interval totals will accurately reflect the changes made. This ensures that the displayed discount values align with the quote's pricing and eliminates discrepancies between intervals.

General enhancements and resolved issues

The enhancements and resolved issue in this section are applicable to Zuora Quotes components other than Quote Studio, or both Quote Studio and other components in Zuora Quotes.

Support for formula field to display Quote Amendment Type

In Quotes version 10.22, we have added a formula field in Quote Rate Plan object that enhances the information available in the Related List tab on the Quote Details Page.

Formula Field Information

Field Name: Quote Amendment Type (zqu__Quote_Amendment_Type__c)

Display Location: Related List tab on the Quote Details Page

This formula field allows you to easily view and reference the Quote Amendment Type associated with each Quote Rate Plan in the Related List tab on the Quote Details Page. This field retrieves its value from the Type field within the Quote Amendment object.

Resolved issue: When using Clone Quote button in legacy CPQ, subscription number also getting cloned

Previously, when using the "Clone Quote" functionality in legacy CPQ to clone the quote, you may have encountered an issue where the Zuora subscription number from the original quote sent to Zuora was duplicated onto the newly cloned quote.  This issue has been resolved.

With Quotes version 10.22, when you use the "Clone Quote" button in legacy CPQ, the Zuora subscription number will no longer be cloned from the original quote to the cloned quote. This enhancement ensures that subscription numbers remain accurate and distinct, eliminating any potential confusion.

Resolved issue: Product Catalog Sync tab displays empty fields for product name and SKU

Previously, if you were utilizing Salesforce as the master for your product catalog, you may have observed an issue when accessing the Product Catalog Sync tab. Specifically, the product Name and SKU fields were appearing as blank. This issue has been resolved.

With Quotes version 10.22, you will no longer experience the problem of blank product Name and SKU fields when accessing the Product Catalog Sync tab. This enhancement guarantees a more accurate and user-friendly product catalog management experience.

End of support for Zuora Quotes versions < 9.0

Starting on April 30, 2024, we will be deprecating and ending support for Zuora Quotes versions earlier than 9.0. After this date, you will no longer be able to access these deprecated versions from your account.

Refer to Zuora CPQ Deprecation Policy for more information.

Release 10.21.2 (Release Date: 2023-08-30) 

The 10.21.2 release includes the following enhancements and resolved issues.

Enhancements to "If Ramp is enabled, allow alignment of RP initial actions to QSD AND do not move Future Dated Actions" setting

Previously, when "If Ramp is enabled, allow alignment of RP initial actions to QSD AND do not move Future Dated Actions" toggle is enabled under Zuora Config > Quote Studio Settings > Default Settings, the initial Add Product Actions align with the QSD (Quote Start Date), leaving Future Dated Actions unchanged. However, this setting did not support amendment ramp deals; instead, the recommended approach was to use the global method (AMEND_ALIGN_UPDATE_REMOVE_PRODUCTS_SYNC_WITH_QSD_RAMP).

With Quotes version 10.21.2, this setting has been expanded to encompass amendment ramp deals. Now, upon enabling this setting, initial Add Product Actions are adjusted to align with the QSD, while Future Dated Actions remain unaffected.

Regarding Amendment Ramp Deals:

  • All new Initial Actions within a Rateplan timeline will be shifted to align with the QSD, while future-dated actions will remain unaltered.
  • Any new Update/Remove actions concerning original products within the Current Interval will be adapted to match the new Quote Start Date.
  • Any new Update/Remove actions targeting original products in future intervals will remain untouched and maintain their current state.

This configuration is not compatible with ramp quotes involving custom ramp intervals.

For more information, see Update default settings.

Resolved issue: Deletion of custom ramp intervals upon clicking Save

Previously, you might have encountered an issue when attempting to create ramp quotes with customized intervals featuring specific dates and added products. 

During this process, upon clicking the "Save" button, you might have noticed that the interval dates were inadvertently deleted. Additionally, attempting to proceed by clicking "Submit" resulted in an error message: "You cannot save Quote Record without providing values for all Required fields. The following fields require values: Interval 2 start date." This issue has been resolved. 

In Quotes version 10.21.2, when you create a ramp quote with custom intervals, select dates, and add products, you can confidently click "Save" and "Submit" without encountering any data loss or error messages related to missing values.

Resolved issue: Automatic refresh not happening for custom formula field relied on existing metrics in Quote Rate Plan Charge object

Previously, when you created a custom formula field that relied on existing metrics fields, such as TCV__C and DeltaDiscountTCV__C fields, you might have encountered an unexpected behavior. Specifically, after creating a quote and adding products, if you clicked "Save," the custom formula field would correctly update with the corresponding amount based on the metrics field.

However, the problem arose when you modified the values of the metrics field (e.g., TCV__C and DeltaDiscountTCV__C) and subsequently clicked "Save" again. Despite the changes in the metrics field, the value displayed in the custom formula field did not refresh automatically. This issue has been resolved.

In Quotes version 10.21.2, when you create a custom formula field in the Quote Rate Plan Charge object that relies on existing metrics fields, the custom field will dynamically refresh its value upon changing the associated metrics. This enhancement ensures that your custom formula fields accurately reflect the latest metrics data, promoting a more seamless and reliable quoting experience.

Resolved issue: Tiered and Volume pricing usage charge displays 0.0000000 in Effective Price and List Price field

Previously, when creating a quote with a Tiered Pricing usage charge or Volume pricing usage charge, upon clicking "Submit" and inspecting the Quote Rate Plan Charge details, the expected behavior was observed where the Effective Price and List Price fields were blank. 

However, when the charge was subsequently edited by adjusting the tier range (e.g., from 4000 to 5000), an issue arose. Upon clicking "Submit" again and reviewing the Quote Rate Plan Charge details, you might have encountered the problem of the Effective Price and List Price displaying 0.0000000 instead of remaining blank. This issue has been resolved.

In Quotes version 10.21.2, when a charge's tier range is modified and the quote is submitted, the Effective Price and List Price fields will no longer exhibit the incorrect value of 0.0000000

Resolved issue: Error when creating quote with inactive rules within enabled rules engine

Previously, when attempting to create a quote with the rules engine enabled and all rules set to an inactive status, an error message "Unexpected Error: [object Object]" might have occurred. This issue has been resolved.

Resolved issue: Error when updating Billing Period Alignment field in amendment/renewal quote

Previously, when creating a renewal or amendment quote, you may have encountered an error message, "Cannot update billingPeriodAlignment and pricing at the same time," when updating "Billing Period Alignment" field even when you were not making changes to other fields that change the price such as discount, quantity, or effective price. Additionally, you might have observed that the "Billing Period Alignment" field remained unpopulated during the renewal or amendment process. This issue has been resolved.

In Quotes version 10.21.2, the "Billing Period Alignment" field will now be populated when creating renewal or amendment quotes. Furthermore, you can now update the "Billing Period Alignment" field without encountering the above-mentioned error. 

Note that during amendment or renewal quote processes, you cannot perform simultaneous updates to "Billing Period Alignment" field and other fields that change the price such as discount, quantity, or effective price. This capability remains exclusive to the new quote creation flow.

General enhancements and resolved issues

The enhancements and resolved issue in this section are applicable to Zuora Quotes components other than Quote Studio, or both Quote Studio and other components in Zuora Quotes.

Resolved issue: Custom label translation issue for Japanese language users

Previously, if you were utilizing the Japanese language, you might have encountered an error message while attempting to create a quote. For legacy CPQ, the error message displayed "Attempt to de-reference a null object," and for CPQ X, you might have received a Javascript error.  This inconvenience was attributed to Salesforce's Winter ‘24 Update related to label translations. This issue has been resolved.

With Quotes version 10.21.2, we are introducing a significant enhancement to address this concern. A new custom label translation has been added for the RECORD_TYPE_MASTER. The new translation value is "マスター", a refined version of the previous value "マスタ". This change ensures a smoother and more accurate experience for Japanese language users, aligning with their expectations.

Release 10.21 (Release Date: 2023-08-16) 

The 10.21 release includes the following enhancements and resolved issues.

Enhancement to Nested Discount display and user control

In Quotes version 10.21, we introduce a new and versatile feature that enhances the display of nested discounts and empowers you with greater control over your viewing preferences. This update brings you the "Load Nested Discount in Collapsed View" setting, located under Zuora Config > Quote studio Settings > Default Settings > Product Table.

Note that the setting "Load Nested Discount in Collapsed View" will be diabled by default.

Key Features:

  • Load Nested Discount in Collapsed View: With the introduction of the "Load Nested Discount in Collapsed View" setting, you now have the ability to choose how you want to view nested discounts. When enabled, all available nested discounts will be displayed in a collapsed mode, providing a compact view of the information. This setting streamlines the display of complex discount structures, allowing you to focus on the essential details.

    For more information, see Update default settings.

  • Toggle Button for User Control: To enhance user experience, we have introduced a convenient toggle button directly on the product table in Quote Studio UI (). This toggle button empowers you to easily switch between collapsed and expanded views for all nested discount charges. This ensures that you can quickly adapt the display according to your specific needs, making the quoting process more efficient and tailored to your preferences. This toggle respects the "Load Nested Discount in Collapsed View" setting under Zuora Config > Quote studio Settings > Default Settings > Product Table.

In order to utilize this setting, you must have enabled Nested Discount Rows. To activate Nested Discount Rows, see Enable Nested Discount Rows.

Support to respect "Define how Product Actions should be treated when moving the Term Start Date on Ramp Quotes" setting when updating Term Start Date in Quote Detail Page

In Quotes version 10.21, we have implemented a significant improvement to how Term Start date updates are handled on the Quote Detail Page. 

Now, when you modify the Term Start Date for a quote on the Quote Detail Page, the system will seamlessly adhere to the setting you have defined in the "Define how Product Actions should be treated when moving the Term Start Date on Ramp Quotes" under Zuora Config > Quote studio Settings > Default Settings.

To add Term Start Date to the page layout, follow the below steps:

  1. From Setup, select Object Manager.
  2. Select the Quote object.
  3. Select Page Layout and click the Quote Layout - Default V8.0 to edit it.
  4. Drag the Term Start Date field to the record section.
  5. Click Save.

For more information, see Update default settings.

Enhancements to product selector model

In Quotes version 10.21, we introduced a new fieldset on the Product Rate Plan Object. This Fieldset is named "Product Selector Display RP Custom Fields," empowers you to customize the information displayed in the Rate Plan Details section of the Product Selector modal.

When you add fields to the "Product Selector Display RP Custom Fields" fieldset, a new section will automatically emerge in the Rate Plan Details section of the Product Selector modal. This new section is labeled as "PRODUCT RATE PLAN FIELDS." Within this section, you will find all the added fields along with their corresponding values.

Enhancements to Trigger Event functionality in rules engine

In Quotes version 10.20, we introduced the trigger event functionality within the rules engine. This empowers you to create rules that respond to specific events or conditions, enhancing rule flexibility and execution precision.

It is important to note that upgrading from Version 10.19 to 10.20 might require additional attention. The default trigger event for existing rules may be set to null, potentially affecting their functionality.

To ensure a smooth transition and proper functioning of your existing rules when upgrading from Version 10.19 to 10.20, we recommend performing the following steps:

You can execute the provided code snippet in the developer console to default the trigger event value for your existing rules. This adjustment will ensure your rules continue operating as intended within the enhanced rules engine framework.

If you are upgrading from version 10.19 to 10.21 or later, you do not need to manually run the code. The system will handle this process automatically for you.

For more information, see Create Zuora Rules.

Support for assigning custom-created record pages to Zuora Quotes - Lightning” application

Previously, custom-created record pages could only be assigned as the org default, limiting your flexibility in Lightning apps.

With Quotes version 10.21, we introduce the all-new "Zuora Quotes - Lightning” application. This application is designed exclusively for use within a lightning environment, providing you with tailored capabilities to enhance your quoting journey. Notably, you can now assign custom-created record pages to the Zuora Quotes lightning application, enabling a more personalized and efficient user experience. Additionally, you have the freedom to customize navigation bar items within the lightning environment, ensuring that your app layout aligns seamlessly with your unique requirements.

To assign user profiles to the Zuora Quotes - Lightning application, follow the below steps:

  1. Navigate to Setup, and enter "App Manager" in the Quick Find box.
  2. Select "App Manager."
  3. Click "Edit" on the "Zuora Quotes - Lightning" application.
  4. Navigate to "User Profiles," and select the profiles that you wish to assign.
  5. Click "Save" to confirm your profile assignments.

It's important to note that the existing "Zuora Quote Application" will continue to function seamlessly in both Classic and Lightning environments, with no impact on its accessibility or performance.

Support to trigger Extensibility Framework Custom Components logic upon Quote Studio events

In Quotes version 10.21, we introduce an enhancement that expands the capabilities of our Extensibility Framework Custom Components. With this update, you have the ability to trigger custom component logic upon Quote Studio events.

Key Feature:

Headless Components Support: In Quotes version 10.21, you now have the capability to designate components as “Headless Components,” which are components without a user interface (UI). These components can be harnessed to execute your extensibility framework custom component logic based on Quote Studio events, specifically Save or Submit events.

For more information, see Customize Quote Studio sidebar with Extensibility Framework.

Resolved issue: Product Table UI related issues in CPQ X

In Quotes version 10.21, we have resolved three significant UI issues related to the product table, which directly pertain to the product table enhancement introduced in Quotes version 10.20.1, ensuring a smoother and more user-friendly experience. These improvements address key display concerns and enhance overall usability. 

Resolved UI Issues:

  1. Clipped Column Header Names: Previously, in CPQ X Charge Display Fields, the column header names for essential product rate plan charge attributes, such as quantity and price, were clipped when extending into adjacent cells. This issue has been resolved. Column header names will now be displayed correctly and legibly, ensuring a clear overview of your product rate plan charges.

  2. Nested Discount Rows and Charge Subtotal: Another issue that has been addressed is related to the behavior of the user interface when clicking on the Charge Subtotal for a charge that has Nested Discount Rows. Previously, the UI experienced disruptive behavior in this scenario. This issue has been resolved, ensuring that the display remains stable and consistent even when dealing with Nested Discount Rows.

  3. Improved Display of Product and Rate Plan Names: Large product names or rate plan names were causing overlap issues with the Future-Dated Update or Future-Dated Remove icons on the Product Table. We have now improved the display so that these lengthy names are wrapped into the next line, preventing overlap and ensuring a neat and organized view of your product information.

For more information, see Quote Studio user interface

Resolved issue - Missing "Added Date" for products with nested discounts charges

Previously, when adding a product with nested discount charges and another product without nested discount charges resulted in inconsistent behavior regarding the "Added Date". Specifically, the product with nested discount charges did not display the added date, while the product without a nested discount correctly displayed the added date. This issue has been resolved.

With Quotes version 10.21, when adding a product with a nested discount, the Added Date will be correctly displayed, aligning with the expected behavior and ensuring a more cohesive and accurate representation of your quote data.

Resolved issue: Arrangement of Rate Plan lines becomes mixed up when products included via rules engine

Previously, you might have encountered an issue where Rate Plan lines would unexpectedly reorder or shuffle when products were added through the Rules Engine either by add product action or custom action plugin. This issue has been resolved.

Enhancements in Rate Plan Management

With the release of Quotes version 10.21, we are introducing several enhancements to further improve your experience with managing Rate Plans:

  1. Preserved Rate Plan Position: With this release, Rate Plans will now retain their positions in the Quote studio according to the sequence in which they are added or updated. This enhancement ensures that your product arrangement remains consistent and aligns with your intended quoting structure.

  2. Streamlined Addition of New Rate Plans: All new Rate Plans will now be automatically added to the top of the Product List, regardless of whether they are added manually or through methods such as Custom Action Plugins or standard rules. This change simplifies the management of new additions and enhances the predictability of product arrangement.

  3. Uniform Functionality for Manual and Rules Engine Product Additions: When products are manually added, they will now be presented in the order of their addition. This consistency aligns with the behavior observed when products are added via the rules engine or custom action plugin. For instance, if products A, B, and C are to be included in the quote through the rules engine, they will be added in the precise sequence: A, B, and finally C. This enhancement resolves the previous issue of rate plan shuffling that occurred before this update.

Resolved issue: Unable to submit pending subscription to Zuora Billing

Previously, when creating a pending subscription, if you add products via the rules engine, you might have encountered an unexpected issue when submitting the quote to Zuora billing. The problem stemmed from the "IncludeInCreateSubscription__c" field value being populated as "Unchecked" instead of the expected "Checked" for pending subscriptions. This issue has been resolved.

With Quotes version 10.21, when creating pending subscriptions, the "IncludeInCreateSubscription__c" field value will now be consistently set to "Checked," ensuring a smooth and accurate submission process to Zuora billing.

Resolved issue: Non-Ramp quotes missing Effective Start Date and End Date

Previously, when creating a new non-ramp quote or when adding new charges during the process of amending or renewing a non-ramp quote, you might have encountered an issue where the Quote rate plan charge level Effective Start Date and End Date were not being populated. This issue has been resolved.

With Quotes version 10.21, when creating new non-ramp quotes or adding new charges during amendment or renewal of non-ramp quotes, the Quote rate plan charge level Effective Start Date and End Date will now be accurately populated as expected. This enhancement ensures that your quotes will reflect the correct effective date ranges, contributing to more accurate and reliable quoting processes.

Resolved issue: Error when using "zQuoteUtil.updateQuoteStartDate" global method to update quote start date for pending subscription

Previously, when utilizing the zQuoteUtil.updateQuoteStartDate method to modify the quote start date for pending subscription, you might have come across the error message: "zqu.ZQException: Cannot perform DML instruction, while prepare. You can’t perform the Quote Start Date update operation on Pending Subscription." This issue has been resolved.

With Quotes version 10.21, you can now perform this operation without encountering the previously experienced error.

Resolved issue: Quote Rate Plan records deleted in renewal quotes

Previously, you might have encountered a scenario where, upon removing a product in a renewal quote, saving the quote, changing the renewal term, and subsequently removing another product, the Quote Rate Plan records for the renewal quote were unintentionally deleted. This issue has been resolved.

In Quotes version 10.21, you can now perform these actions without any concerns about unintentional data loss.

General enhancements and resolved issues

The enhancements and resolved issue in this section are applicable to Zuora Quotes components other than Quote Studio, or both Quote Studio and other components in Zuora Quotes.

Resolved issue: Period field taking value from Product Rate Plan Charge instead of actual value

Previously, when creating an amendment quote with a period type set as "Quarter" and subsequently changing the quantity, you may have encountered an issue where the Period__c field on the Quote Charge Summary was erroneously taking the value from the Product Rate Plan Charge (Monthly) instead of reflecting the accurate value for the “Quarter” period type. This issue has been resolved.

With Quotes version 10.21, when you create an amendment quote with a Quarter period type and make changes to the quantity, the Period__c field on the Quote Charge Summary will accurately reflect the intended value for the “Quarter” period type.

Resolved issue: Incorrect error message when creating quote in CPQ X and legacy CPQ

Previously, when creating a quote in CPQ X and legacy CPQ, an incorrect and unintuitive error message was displayed: "Error Loading Quote Previewed Metrics:There are currently no actions (add, update, remove) made on this quote. You cannot preview metrics, nor send this quote to Zuora, until some action is made". This issue stemmed from the reuse of opportunity numbers. This issue has been resolved.

In Quotes version 10.21, we have updated the error message to provide clearer and more relevant information. The new error message now reads: “The subscription number is already in use. Please enter another subscription number.” This revised message ensures that users receive precise guidance and insights into the root cause of the issue.

Release 10.20.2 (Release Date: 2023-08-01) 

The 10.20.2 release includes the following enhancements and resolved issues.

General enhancements and resolved issues

The enhancements and resolved issue in this section are applicable to Zuora Quotes components other than Quote Studio, or both Quote Studio and other components in Zuora Quotes.

Resolved issue: Error when creating new quote with MAP charges in legacy CPQ flow

Previously, when attempting to create a new quote using the legacy CPQ flow with Multi-attribute pricing (MAP) charges between versions 10.17.2 and 10.20.1, you might have encountered an error message upon clicking the Save button. The error message stated: "System.NullPointerException; Message – Attempt to de-reference a null object." This error originated from class - Class.zqu.ZQChargeCalculator.doEPriceValidation: line 1530.

With Quotes version 10.20.2, you can now create new quotes with MAP charges without encountering the aforementioned error using legacy CPQ flow.

Release 10.20.1 (Release Date: 2023-07-24) 

The 10.20.1 release includes the following enhancements and resolved issues.

Enhancements to Product Table UI in Quote Studio

In Quotes version 10.20.1, we have introduced the new user interface for the product table in Quote Studio, designed to offer a more interactive experience, especially when dealing with multiple charge fields in the table columns.

With this update, we have made significant improvements to the product table display:

  • Freeze Columns: The Rate Plan Charge name and Charge SubTotal columns are now frozen to the table, ensuring they stay visible even when scrolling through a large number of fields
  • Scrollable Fields: The remaining charge field columns are made scrollable, allowing for easy navigation and access to all charge field information.
  • Streamlined Action Icons: To create a Remove Product Action, previously you had to click the Future-Dated Remove icon () in the Rate Plan Charge column, and to create Future-Dated Actions, you clicked the icon below the Charge SubTotal column for each rate plan charge. With the new UI, both icons along with their names are conveniently placed on the right-hand side of the table for each Rate Plan Charge, including the Delete icon ().

These enhancements will significantly improve the usability of the product table and make it more efficient to manage and take actions on rate plan charges. Embrace the enhanced UI in Quotes version 10.20.1 and enjoy a more seamless and productive quote creation process.

For more information, see Quote Studio user interface.

Support for adding Bill Cycle Type field in Charge Display Fields field set

Previously, you might have noticed that the Bill Cycle Type (zqu_BillCycleType_c) field was unavailable to add in the Charge Display Fields (zqu__CPQX_Charge_Display_Fields) field set in the Quote Rate Plan Charge object. This limitation prevented users from easily viewing and editing the Bill Cycle Type field during the add product action.

In Quotes version 10.20.1, we have enhanced the visibility and editability of the Bill Cycle Type field in the Quote Rate Plan Charge object. Now, you can add the Bill Cycle Type field to the Charge Display Fields field set, and it will be editable during the add product action for all charge types, with the exception of One-Time charges.

Enhancements to horizontal scrollbar width on product table

Previously, you may have faced difficulties while scrolling horizontally in the product table due to the small size of the scrollbar. This issue affected the ease of scrolling using the mouse.

In Quotes version 10.20.1, we have addressed this issue by enhancing the width of the horizontal scrollbar on the product table. With the increased width of the scrollbar, you can now easily scroll through the product table using the mouse without any inconvenience. This enhancement ensures a smoother scrolling experience, allowing you to navigate through the product table with ease, even when dealing with a large number of columns or extensive data.

Resolved issue: Quotes metric fields on CPQ X Quote Details Page not aligned with Display Scale Settings

Previously, you might have encountered an issue on the CPQ X Quote Details page, where the quote metrics fields (List Price and Effective Price) were not aligned with the configured Display Scale Settings. As a result, the fields displayed 7 zeros after the decimal point (e.g., 120.0000000), regardless of the desired scale setting. This issue has been resolved.

With Quotes version 10.20.1, the quote metrics fields on the CPQ X Quote Details page will align accurately with the configured Display Scale Settings, displaying the appropriate number of decimal places as intended.

For more information, see Display Scale Settings.

Resolved issue: Service Timeout error during quote creation in CPQ X

Previously, you may have encountered an error while creating quotes, specifically an issue related to service timeout with the error message "Error Populating Existing Billing Account Details: Read timed out". This error typically occurred in scenarios where the system had a large number of payment methods. This issue has been resolved.

With Quotes version 10.20.1, the system has been optimized to handle a larger volume of payment methods efficiently during the quote creation process. As a result, you will no longer experience service timeout errors, ensuring a smoother and more reliable quoting experience.

Resolved issue: Error when renewing subscription and changing renewal term

Previously, when you renew a subscription and made modifications like removing a future-dated product and adjusting the renewal term, you might have encountered an error message: "Javascript Error: Uncaught Action Failed:zqu:quoteStudio$controller$updateQuote [Cannot read properties of undefined (reading 'charges')]". This issue has been resolved.

With Quotes version 10.20.1, you can now renew subscriptions and make changes to the renewal term without encountering the aforementioned error.

General enhancements and resolved issues

The enhancements and resolved issue in this section are applicable to Zuora Quotes components other than Quote Studio, or both Quote Studio and other components in Zuora Quotes.

Resolved issue: Incorrect mapping of zProduct field on Product Rate Plan records

Previously, you might have encountered an issue when inserting Product Rate Plan (PRP) records using DataLoader or any external system. The problem occurred when there were multiple zProduct records associated with a single Product, resulting in incorrect mapping of the zProduct field on PRP records. This issue has been resolved.

In Quotes version 10.20.1, the zProduct field on PRP now correctly maps even in scenarios where multiple zProduct records are associated with a single Product (Multi-Entity).

Release 10.20 (Release Date: 2023-07-12) 

The 10.20 release includes the following enhancements and resolved issues.

Support for Flexible Billing Attributes on New Quotes for New Billing Accounts

With Quotes version 10.20, you can now specify Flexible Billing Attributes on New Quotes for New Billing Accounts. Previously, it was not possible to set Subscription Level Attributes on New Quotes for New Billing Accounts. However, with this update, you now have the capability to define the following attributes:

  1. Subscription Sequence Set
  2. Subscription Invoice Template
  3. Subscription Payment Term

When creating or updating a subscription through Quote Studio, you can now select and configure these attributes for the specific subscription. This enhancement provides you with greater control over the invoicing process for your subscriptions and allows you to customize the invoicing experience for your customers.

Subscription Bill to Contact and Subscription Sold To Contact fields are not supported in the New Quote With New Billing Account flow. These fields will be hidden in the SUBSCRIPTION BILLING ATTRIBUTES section of Quote Studio.

For more information, see Enable and use Flexible Billing Attributes in CPQ X.

Support for Rule Trigger Event options in Rules Engine UI

In Quotes version 10.20, we introduced an enhancement that allows you to define specific trigger events for the rules created in the Rules Engine UI. Previously, rules were triggered whenever the criteria for the rule were met. With this update, you now have the flexibility to choose from different trigger events for your rules, providing more control over their execution.

The following trigger events are now available:

Trigger Event Description
Trigger Rule whenever criteria for the Rule is met This is the default trigger event, where the rule will be executed whenever the specified criteria for the rule are met.
Trigger Rule only when Save or Submit buttons are selected in Quote Studio UI With this trigger event, the rule will be triggered only when you select the Save or Submit buttons in the Quote Studio UI. This allows you to execute the rule at specific points during the quote creation process.
Trigger Rule only when Quote Studio Initially loads This trigger event ensures that the rule is executed only when the Quote Studio initially loads. This can be useful for scenarios where you want the rule to be applied when the quote is first accessed or opened.

With this enhancement, you will now have more control over the execution of your rules and tailor them to your specific requirements. This enhancement enhances the flexibility and effectiveness of the Rules Engine in Quotes.

For more information, see Create Zuora Rules.

Support to define how Order Actions on Ramp Deals realign when Updating the Term Start Date in Quote Studio UI

In Quotes version 10.20, you can now define how Order Actions on Ramp Deals realign when updating the Term Start Date in Quote Studio UI. This enhancement provides you with greater control and flexibility when adjusting the Term Start Date in ramp quotes.

To support this functionality, we have added a new setting called "Define how Product Actions should be treated when moving the Term Start Date on Ramp Quotes" under Zuora Config > Quote Studio Settings > Default Settings. This setting offers two options:

The following trigger events are now available:

Option Description
Default behavior With this option selected, if you change the Term Start Date, no dates will be realigned. This means that the existing Order Actions will remain unchanged, regardless of the Term Start Date adjustment.
Keep Initial (Add Product) Actions aligned to QSD and Realign all future actions relative to the number of days the TSD moved When this option is selected and you change the Term Start Date, two types of realignment will occur. First, the Initial (Add Product) Actions that were originally aligned to the Quote Start Date (QSD) will remain aligned to the new Term Start Date (TSD).

Second, all future actions that were aligned to specific Interval Start Dates will be realigned to new Interval Start Dates based on the number of days the TSD was changed by. 

Additionally, product actions that were not originally aligned to Interval Start Dates will be realigned relative to the number of days the TSD was changed by.

By choosing the appropriate setting, you can define how the Order Actions in ramp quotes respond to changes in the Term Start Date, aligning them according to your desired behavior.

For more information, see Update default settings.

Support for Creating Draft Orders in CPQ X 

In Quotes version 10.20, we have introduced support for creating Draft Orders in CPQ X. Previously, the creation of Draft Orders was not supported in CPQ, and all orders were automatically created in Completed status. 

With this new feature, you now have the flexibility to create Quotes that, when sent to Zuora, can generate orders in either Draft or Completed status, depending on your requirements.

To enable this functionality, we have introduced a new field called "Order submission Status" in the Quote Information (zqu__CPQX_Quote_Information) fieldset on the Quote object. This field offers two distinct values:

  • Draft: Select this option if you want the order to be created as a Draft.
  • Completed: Choose this option if you want the order to be created in Completed status.

The "Order submission Status" field aligns with the Default Value Settings and Object Fields Config settings available under Zuora Config > Quote Studio Settings. This ensures that you can customize and configure this field according to your specific needs. Additionally, you can also configure this field through CPQ X Default Values Plugin.

For more information, see Create Draft Orders in CPQ X.

Support for restricting access to changing the Effective Date in the Remove Product Action Modal

With Quotes version 10.20, we have introduced a new feature called "Changing date in Remove Product Action Modal" in the Restricted Access Config setting. This feature allows you to restrict access to specific profiles from changing the Effective Date in the Remove Product Action Modal.

When this feature is enabled and configured under the Restricted Access Config setting, the selected profiles will see the Effective Date field in read-only mode. This restriction prevents them from modifying the date, ensuring data integrity and control during the Remove Product Action process.

This feature can be implemented for New, Renew, Amend, and Cancel Subscription flows, providing greater flexibility and customization in managing quote workflows for different user profiles.

This feature is only configured for the System Administrator profile.

For more information, see Restrict access to features in Quote Studio.

Enhancement to Sidebar Metrics Panel behavior

Previously, during preview call and performing metrics calculations, the Sidebar Metrics Panel remained ACTIVE, allowing you to click and view details. 

For example: If you made updates to the metrics and immediately clicked into one of the Sidebar Components, the data in those components did not reflect the latest changes, and any updates made were not saved. This occurred because the save process was not completed before entering the Sidebar Metrics Panel.

With the latest update, the behavior of the Sidebar Metrics Panel has been enhanced. Now, the Sidebar Metrics Panel will remain INACTIVE until the save process and metrics loading have been completed. This ensures that you have a consistent and accurate view of the metrics data, and any updates made are properly reflected and saved.

Resolved issue: Disabled ramp toggle and missing intervals in amendment or renewal quotes with custom ramp frequency

Previously, when you created a new subscription with a custom ramp frequency and later attempted to amend or renew the same subscription, you may have encountered the following problems:

  1. The ramp toggle was disabled, preventing you from utilizing the custom ramp feature.
  2. The intervals defined for the new subscription were not populated in the amended or renewed quote, leading to an inaccurate representation of the subscription.

With Quotes version 10.20, these issues have been addressed. When you amend or renew a subscription that has a custom ramp frequency, the ramp toggle will be automatically enabled. Additionally, the intervals defined for the new subscription will be correctly populated in the amendment or renewal quote.

This enhancement ensures a seamless and consistent experience when working with custom ramp frequencies in Quotes, allowing you to accurately configure and manage subscription amendments and renewals.

Resolved issue: Misalignment of currency in Subscription Metrics Panel and Quote Line Items Metrics Panel with Billing Account currency

Previously, when the billing account currency was set to a specific currency (e.g., "€"), you may have observed that the Subscription Metrics Panel and Quote Line Items (QLI) Metrics Panel displayed values in a different currency (e.g., "$"). This issue has been resolved.

With Quotes version 10.20, the Subscription Metrics Panel and QLI Metrics Panel will be in sync with the currency setting specified in the billing account. This means that if your billing account currency is set to "€" (Euro), the Subscription Metrics Panel and QLI Metrics Panel will display values in the same currency, providing a consistent and accurate representation of your data.

Resolved issue: Incorrect conversion of Initial Term in amendment or renewal quotes

Previously, when you created a renewal quote or amendment quote to change the Initial Term, such as from 363 Days to 180 Days, under the TERMS AND CONDITIONS section, the value of the Initial Term was mistakenly converted to Months instead of Days when the quote was sent to Zuora. This issue has been resolved.

With the latest update, the conversion of the Initial Term in amendment quotes now functions correctly. The specified Initial Term will be accurately reflected in the quote and properly sent to Zuora, ensuring the correct duration for the subscription.

Resolved issue: Unable to create amendment or renewal quote with long Rate Plan Charge names

Previously, if you attempted to create an amendment or renewal quote for a subscription that contained a Rate Plan Charge with a name exceeding 80 characters, an error would occur, and the quote could not be created successfully. This issue has been resolved.

With the latest update, the system now fully supports the creation of amendment or renewal quotes for subscriptions with Rate Plan Charges of any name length. In cases where the Rate Plan Charge name exceeds 80 characters, it will be automatically truncated to 80 characters to ensure compatibility and avoid any potential errors.

Resolved issue: Error when Changing Invoice Owner in Renewal Quotes with Subscription Bill to Contact

Previously, when attempting to change the Invoice Owner in a renewal quote where the Subscription Bill to Contact (Flexible Billing Attributes) existed, you may have encountered the error stating: “Error Loading Quote Previewed Metrics: There are currently no actions (add, update, remove) made on this quote. You cannot preview metrics, nor send this quote to Zuora, until some action is made.”  This issue has been resolved.

General enhancements and resolved issues

The enhancements and resolved issue in this section are applicable to Zuora Quotes components other than Quote Studio, or both Quote Studio and other components in Zuora Quotes.

Support for new enum type in 'productAlignType' parameter of 'updateQuoteStartDate' Global Method

In Quotes version 10.20, we have a new enum type in the 'productAlignType' parameter of the 'updateQuoteStartDate' Global Method. This enhancement provides more flexibility and control when aligning actions in amendment ramp quotes.

The new enum type available for the 'productAlignType' parameter is:

  • AMEND_ALIGN_UPDATE_REMOVE_PRODUCTS_SYNC_WITH_QSD_RAMP: This enum type aligns all new actions that were dated as previous Quote Start Date (QSD) to the new QSD. It keeps all future-dated actions unchanged. It is specifically applicable to amendment ramp quotes.

By leveraging this new enum type, you can now easily align and synchronize product actions within amendment ramp quotes, ensuring accurate and streamlined updates to your quotes.

For more information, see zQuoteUtil Class.

Support for ICU Locale format in critical updates

With Quotes version 10.20, Zuora CPQ for Salesforce is now fully compatible with the ICU (International Components for Unicode) locale enforcement by Salesforce, which is scheduled to be implemented in the Spring 24 release. ICU Format for Locale impacts the way a date is stored in the CPQ database.

Salesforce's ICU locale enforcement ensures consistent internationalization support across various features and functionalities within the Salesforce platform. With this compatibility update, Zuora CPQ aligns seamlessly with Salesforce's ICU locale standards, providing a smoother and more unified experience for our users.

We have thoroughly tested and integrated the necessary changes to ensure compliance with Salesforce's ICU locale requirements. This update guarantees that Zuora CPQ will continue to operate seamlessly within the Salesforce ecosystem, even after the enforcement of ICU locale standards in Spring 24.

For more information, see International Components for Unicode (ICU) Locale Formats.

Resolved issue: Unable to create amendment quote with multiple rate plan charge tiers

Previously, you may have experienced the quote screen getting stuck with the message "Loading Quote Products…" when creating such amendment quotes that include multiple rate plan charge tiers.

The root cause of this issue was related to ZOQL queries returning more than 2000 records, causing the StoreExistingProducts job to fail. As a result, the Quote UI became unresponsive and remained stuck on the "Loading Quote Products…" message.

With the latest update, we have resolved this issue and improved the performance of amendment quotes with multiple rate plan charge tiers. You will no longer encounter the screen getting stuck during the quote creation process.

Release 10.19.1 (Release Date: 2023-06-28) 

The 10.19.1 release includes the following enhancements and resolved issues.

Support for Close button on CPQ X sidebar metrics panel

In Quotes version 10.19.1, we have introduced a new enhancement to the CPQ X Sidebar Metrics Panel. 

With this update, a Close ( clipboard_ee88d0be1725d3764484862e9d5bc1479.png ) button has been added to the CPQ X Sidebar Metrics Panel, providing a convenient way to close the panel without clicking outside of it. This improvement enhances the user experience by simplifying the interaction with the CPQ X Sidebar Metrics Panel.

Support to display original One Time Charges for amendment and renewal quotes with the "View Amend Quote as of Quote Start Date" setting

Previously, when the "View Amend Quote as of Quote Start Date" setting was enabled under Zuora Config > Quote Studio Settings > Admin Config, to view all charge segments as of the Quote Start Date, you may notice that original One Time charges were not visible for amendment and renewal quote types. This issue occurred when the "Hide Original One-Time Charges" setting was disabled under Zuora Config > Quote Configuration Settings.

With the latest release of Quotes version 10.19.1, we have resolved this issue and improved the behavior of these settings. It is important to note that the "View Amend Quote as of Quote Start Date" setting must be used in conjunction with the "Hide Original One-Time Charges" setting to achieve the desired display of One-Time charges.

Here's how the settings now work:

  • When the "View Amend Quote as of Quote Start Date" setting is enabled and the "Hide Original One-Time Charges" setting is disabled, the original One-Time charges will be visible in the amendment and renewal quote types.
  • When both the "View Amend Quote as of Quote Start Date" setting and the "Hide Original One-Time Charges" setting are enabled, the One-Time charges will not be visible in the amendment and renewal quote types.

These changes ensure consistent visibility of One-Time charges based on the configured settings, providing a more accurate representation of amendment and renewal quotes.

For more information, see Create amendment quotes or renewal quotes.

Enhancement to Renewal quote creation performance

Previously, when creating a renewal quote, the process experienced significant delays. This was due to the code in the global method querying all quotes, including those with null renewal quote IDs, which was unnecessary.

To improve performance, we have implemented a new filter in the global method. This filter ensures that only quotes with valid renewal quote IDs are queried, eliminating the need to process null IDs. As a result, the renewal quote creation process is now more efficient and faster.

Resolved issue: Incorrect interval start dates for custom ramp intervals

Previously, when creating a ramp quote with custom ramp intervals, you might have encountered an issue when inputting intermediate dates in the interval start date. For example, if the following dates were input:

  • Interval 1 start date: June 1, 2023
  • Interval 2 start date: July 20, 2023
  • Interval 3 start date: July 22, 2023

You may have seen errors stating "Value must be Jul 20, 2023 or later" for the interval 2 start date and "Value must be Jul 22, 2023 or later" for the interval 3 start date. This issue has been resolved.

With the latest update, you can now successfully input intermediate dates within the custom ramp intervals without encountering any errors. This enhancement ensures a seamless experience when creating ramp quotes with specific interval start dates.

Resolved issue: Incorrect last interval date for custom ramp intervals

Previously, when using Custom Ramp Intervals, the end date of the last interval was aligned with the Subscription Term End Date. This resulted in the last interval date being the same as the Subscription Term End Date, rather than one day before, as it currently does with all other intervals selected. This issue has been resolved.

With Quotes version 10.19.1, the last ramp interval date will now be correctly set as one day before the Subscription Term End Date. This enhancement ensures accurate calculation and alignment of ramp intervals, providing a more precise representation of the quote.

Resolved issue: Added products not visible in Quote Detail Page for Lightning Experience across all quote types

Previously, there was an issue where the added products were not visible in the Quote Detail Page for Lightning Experience across all quote types. This issue has been resolved.

With Quotes version 10.19.1,  you will now be able to see the added products in the Quote Detail Page for Lightning Experience, regardless of the quote type. This enhancement ensures a more comprehensive and accurate view of the quote details, improving the overall user experience.

Resolved issue with custom currency field display on Product Rate Plan Charge object

Previously, there was an issue where a custom currency field added to the Product Rate Plan Charge object would always display the $ symbol, regardless of the currency selected for the quote. This issue has been resolved.

With the latest update, the custom currency field will now correctly display the respective currency symbol based on the currency selected for the quote. This enhancement ensures accurate currency representation, providing a more precise view of the quote details.

Resolved issue: Quotes getting submitted even when they had rule validation errors

Previously,  if you created a custom lookup field on Quote Rate Plan Charge object and defined a condition for the field to trigger a rule, you may have encountered the following issues during quote creation:

  1. Error upon removing the value: If you removed the value from the custom field during quote creation, an error would occur. The error message displayed was "Error Processing Quote At Rules Engine Calculation, Error Processing Quote At Previewing: Error while initializing Rules Engine: Invalid id:".
  2. Save and Submit buttons are active: This error prevented the rules engine from running resulting in the "Save" and "Submit" buttons to be active, allowing you to proceed with the quote submission.

With Quotes version 10.19.1, we have resolved these issues. As a result, the error no longer occurs, and the rules engine functions correctly even if values are removed from custom lookup fields during quote creation.

Resolved issue: After updating custom field, clicking "Save" deletes the value

Previously, if you created a custom field on the Quote Rate Plan Charge object  and added it to the Charge Display Metrics (zqu__CPQX_Charge_Display_Fields) field set, you may have encountered the following issue:

  • When creating a quote, if you updated the value of the custom field and clicked "Save", you may have noticed that the value on the custom field was deleted.

We have addressed this issue in Quotes version 10.19.1, the custom field values will be retained correctly when saving the quote. You can now update and save the custom field value without any data loss.

Resolved issue: SendToZBilling Global method sets electronic payment method ID to null

Previously, there was an issue when using the sendToZBilling Global method to send quotes to Zuora Billing. If the Enable Autopay setting was set to true and the Electronic Payment Method ID was present in the Quote, you may have encountered two issues:

  1. The zqu_ElectronicPaymentMethodId_c field was set to null, resulting in the loss of the Electronic Payment Method ID.
  2. An error occurred during the sendToZBilling process.

With the latest update, Quotes version 10.19.1, the Electronic Payment Method ID will be retained correctly, and you will no longer encounter errors when using the sendToZBilling Global method.

General enhancements and resolved issues

The enhancements and resolved issue in this section are applicable to Zuora Quotes components other than Quote Studio, or both Quote Studio and other components in Zuora Quotes.

Resolved issue: Payment Term field getting updated when creating amendment and renewal quotes in CPQ 9

Previously, there was an issue where the Payment Term field getting updated when creating amendment and renewal quotes. For example, if a new quote was created with a Payment Term of NET30, when the quote was renewed, the Payment Term field would be updated to NET45 instead of remaining as NET30. This issue has been resolved.

With Quotes version 10.19.1, the Payment Term field will now retain its original value during the renewal and amendment quote flows. 

Furthermore, when the "Allow Zuora Account Info to be Updated" setting is enabled under Zuora Config > Quote Configuration Settings, the following changes occur during the renewal and amendment quote process:

  • The Payment Term field will remain unchanged and editable. This allows you to update and modify the Payment Term as needed during the quote process.

On the other hand, when the "Allow Zuora Account Info to be Updated" setting is disabled:

  • The Payment Term field will remain unchanged and set as read-only. You will not be able to modify the Payment Term value.

Release 10.19 (Release Date: 2023-06-14) 

The 10.19 release includes the following enhancements and resolved issues.

Support to add "Discount Type" and "Discount Per Unit" fields to Quote Order Line Item Display Metrics fieldset

Quotes version 10.19 introduces support for adding "Discount Type" and "Discount Per Unit" fields to the Quote Order Line Item Display Metrics (zqu__CPQX_Qoli_Display_Fields) fieldset on the Quote Order Line Item object (zqu__QuoteOrderLineItem__c).

With this update, you have the flexibility to include the "Discount Type" and "Discount Per Unit" fields in the Quote Order Line Item Display Metrics fieldset, allowing you to customize and display these fields as part of your quote order line item metrics. This enhancement provides greater visibility and control over discount information within your quote order line items.

To utilize this feature, navigate to the Quote Order Line Item object and add the "Discount Type" and "Discount Per Unit" fields to the Quote Order Line Item Display Metrics fieldset. Once added, these fields will be available for configuration and display in the quote order line item metrics section.

For more information, see Create quote line items.

Support for pagination controls in Quote Studio's Rate Plan Charge section

In Quotes version 10.19, we have introduced a new feature - pagination for the rate plan charge section. With this update, you now have the ability to navigate through the selected products in the product table using convenient pagination controls.

To customize the display of rate plans per page, we have introduced a new setting called "Rate Plans Per Page." You can find this setting under Zuora Config > Quote Studio Settings > Admin Config section. By default, the value is set to 20 rate plans per page.

In the Quote Studio UI, you can easily change the number of records displayed per page by selecting the desired option from the "Rate Plans Per Page" combo box. The available options include 5, 10, 15, 20, and 50, allowing you to tailor the view to your preference.

Additionally, you have the flexibility to navigate to the first page, previous page, next page, and last page, providing a seamless browsing experience.

Note that in the given example, if you have 30 rate plans and the default rate plans per page is set to 10, the pagination will function as follows:

  • On the first page, you will see the first 10 rate plans, numbered from 1 to 10.
  • When you navigate to the second page, it will display the next set of rate plans, again numbered from 1 to 10, rather than starting from 11.

For more information, see Configure Quote Studio admin settings.

Enhancement to restrict editing End Date Condition for original products in CPQ X amend and renew quote

Previously, CPQ X allowed you to update the End Date Condition field on amendment and renewal quotes. However, this functionality was not intended to be supported. With Quotes version 10.19, CPQ X has been enhanced to restrict the editing of the End Date Condition for Original Products from the new quote in Amend and Renew Quote scenarios. 

As a result, the End Date Condition field, as well as the associated fields “Specific End Date” and “Up To How Many Periods”, are now read-only for original products in Amend and Renew Quote workflows. This change ensures consistent behavior and prevents unintended modifications to the End Date Condition for original products in CPQ X.

In order to make use of the "Specific End Date" and "Up To How Many Periods" fields, you need to include them in the Charge Display Fields (zqu__CPQX_Charge_Display_Fields) fieldset on the Quote Rate Plan Object. Once these fields are added to the fieldset, you can easily configure and display them within the Quote Studio interface.

Upon selecting "Specific End Date" or "Fixed Period" in the End Date Condition picklist field, a warning message will prompt you to update the "Specific End Date" and "Up To How Many Periods" fields according to the selected picklist value. Once you have updated these fields, you can dismiss the warning message. However, it is important to note that leaving the warning message as it is will not disrupt the overall process.

Resolved issue: Decimal values not displayed in the Picklist field of the Quote Rate Plan Charge

Previously, when the Picklist field on the Quote Rate Plan Charge had values with numbers containing decimal places, the number values after the decimal places were not displayed. This issue has been resolved.

With Quotes version 10.19, the Picklist field now correctly displays the decimal values in the Quote Rate Plan Charge.

Resolved issue: Inconsistency in product updates with rules and manual method

Previously, when updating a product using a rule, the behavior differed from manual updates. While manual updates occurred on the Quote Start Date, rule-based updates were based on the Original Product Add Date.

In Quotes version 10.19, we have addressed this inconsistency and brought consistency to product updates. Now, updates made through rules will align with manual updates, ensuring a unified experience across all update methods. This improvement streamlines the process of updating products in Quotes.

Additionally, we have enhanced the functionality by making the rules respect the admin setting called "On Amendment Quotes, Default new Product Update Actions to Original Product Add Date" when updating products. This ensures that the behavior of product updates is in accordance with the specified admin setting, providing greater control and flexibility in managing amendments.

These enhancements contribute to an improved and more efficient product update experience in Quotes.

General enhancements and resolved issues

The enhancements and resolved issue in this section are applicable to Zuora Quotes components other than Quote Studio, or both Quote Studio and other components in Zuora Quotes.

Enhancement to error messages for custom validation rules in cancellation quotes in CPQ 9

In Quotes version 10.19, an improvement has been made regarding error messages in cancellation quotes with Custom Validation Rules. 

Previously, if you created a cancellation quote and encountered an error triggered by a Custom Validation Rule, the error message displayed was not specific to that Validation Rule. Instead, a generic error message such as "Cannot perform DML instruction, while prepare" was shown. 

With the latest update, when creating a cancellation quote and a Custom Validation Rule is triggered, you will now receive the specific error message defined by the Custom Validation Rule itself. This enhancement allows for more accurate and informative error messages in cancellation quotes.

Release 10.18.1 (Release Date: 2023-05-30) 

The 10.18.1 release includes the following enhancements and resolved issues.

Support for "Get Tiers from Zuora" setting in CPQ X

In Quotes version 10.18.1, CPQ X now supports the "Get Tiers from Zuora" setting. This new functionality enhances the amendment and renewal quote process. To enable this setting, navigate to Zuora Config > Quote Studio Settings > Admin Config section.

When the "Get Tiers from Zuora" setting is enabled, the tiers displayed on the Quote Studio UI will be sourced from the product catalog, rather than the existing subscription. This ensures that the tiers accurately reflect the pricing tiers defined in Zuora.

By leveraging the "Get Tiers from Zuora" setting, you can confidently adjust and update tiered pricing in your quotes while maintaining consistency with the product catalog data in Zuora.

For more information, see Configure Quote Studio admin settings.

Support for restricting objects from external packages when configuring the rules engine

In Quotes version 10.18.1, we have introduced a new setting called "Restrict Access of Other Packages". This setting is available under Zuora Config > Rules Engine Settings and offers enhanced control over the objects available when configuring the rules engine in Zuora CPQ.

When the "Restrict Access of Other Packages" setting is enabled, it has a significant impact on the Lookup Object Name field when Attribute Type is set to Lookup Value. Specifically, the Lookup Object Name field will only display objects from Zuora Quotes, Zuora 360, and any custom objects created within the system. This restriction ensures that objects from external packages are not accessible when configuring the rules engine.

For more information, see Rules Engine Settings.

Enhancement to Back button modal in Quote Studio

In Quotes version 10.18.1, we have made an enhancement to the Back button modal in Quote Studio. Previously, when clicking the Back button, a modal with three options - "Delete and Leave page," "Keep and Leave without saving," and "Save and Leave" - was displayed.

With this update, the Back button modal now supports Zuora rules engine validation. As a result, the "Save and Leave" button will not be visible in the Back button modal in quote studio. This enhancement ensures that the unwanted creation of quotes is prevented, providing a more streamlined and controlled user experience.

Resolved issue: Payment Method field did not retrieve the value from Zuora

Previously, when creating an amendment quote in CPQ X, you might have encountered an issue where the Payment Method field did not retrieve the value from Zuora if you had created an Electronic Payment Method and set it as the Default Payment Method in your Zuora tenant. This issue has been resolved.

With this update, the Payment Method field in amendment quotes will correctly pull the value from Zuora, including the Default Payment Method set in your Zuora tenant.

Resolved issue: Incorrect Inline Discount calculation

Previously, there was an issue where the calculation of the inline discount was incorrect when the period was set to monthly. This issue has been resolved.

With Quotes version 10.18.1, regardless of the Period and List Price Base fields, the inline discount will now be calculated correctly. In order to display specific weeks and specific months in the period field, you need to add these fields to the "zqu__CPQX_Charge_Display_Fields" field set on the Quote Rate Plan Charge object.

In CPQ X, if a 100% discount is applied to charges, the system does not calculate or include the total discount amount for those charges in the Inline Discount metrics.

Resolved issue: Changing the Invoice Owner does not trigger an Invoice Owner Transfer in renewal quote of CPQ X

Previously, when attempting to change the invoice owner in a renewal quote, you may have encountered an issue where the invoice owner transfer was not applied as expected. This issue has been resolved.

With this update, the invoice owner transfer functionality has been fixed. Now, when you modify the invoice owner in a renewal quote, the transfer will be accurately applied, ensuring proper ownership alignment.

Resolved issue: Subscription Bill to Contact field displaying Zuora ID instead of Name

Previously, if you were using the Default Value Plugin to update the Subscription Bill to Contact field and create a new quote, you may have encountered a problem where the Subscription Bill to Contact field was populated with the Zuora ID instead of the corresponding contact name. This issue has been resolved.

With this update, the Subscription Bill to Contact field will now correctly display the contact name instead of the Zuora ID when using the Default Value Plugin.

Resolved issue: Error when updating recurring charge in second interval while renewing a ramp quote

Previously, when renewing a ramp quote that consisted of two charges - one recurring charge and one fixed discount percentage charge - you may have encountered an error if you attempted to update the recurring charge in the second interval. This error occurred because the system incorrectly treated the recurring charge as an expired charge along with the fixed discount percentage charge. This issue has been resolved.

With Quotes version 10.18.1, updating the recurring charge in the second interval is now processed correctly. The system correctly recognizes the recurring charge as an active charge, separate from the fixed discount percentage charge, eliminating any errors that may have occurred during the update.

Resolved issue: Trigger condition is not consistent when updating charges to a future date in an amendment quote

Previously, when creating an amendment quote and updating a charge to a future date, you might have encountered an issue where the trigger condition of the updated charge was affected. For example, when creating a quote and making future-dated updates to a specific charge, the trigger condition of the original charge, which was initially set as "Upon Contract Effective," gets changed to "Upon Specific Date Update" when sending it to Zuora. This issue has been resolved.

With this update, if you intend to make updates prior to the future date change, you must enable the "Make this update before a Future Date" toggle from the Order Action Details screen.

For more information, see Update products in subscriptions before a future-dated update.

Resolved issue: Missing Quote Total and Sub-Total in preview response for Quote Order Line Item in Quote detail page

Previously, when creating a quote that included only a Quote Order Line Item with a future start date, you might have encountered an issue where the preview response did not display the Quote Total and Quote Sub-Total on the Quote detail page. This issue has been resolved.

With Quotes version 10.18.1, when you create a quote that includes only a Quote Order Line Item with a future start date, the preview response will now correctly display the Quote Total and Quote Sub-Total on the Quote detail page.

Release 10.18 (Release Date: 2023-05-17) 

The 10.18 release includes the following enhancements and resolved issues.

Support for Editing cancellation quote using "Edit Quote (New)" button

With Quotes version 10.18, you can now edit cancellation quotes using the "Edit Quote (New)" button. To enable this feature, administrators need to add the "Edit Quote (New)" button to the Cancellation page layout.

To add Edit Quote (New) button, take the following steps:

  1. In your Salesforce org, click Setup and select Setup. The Setup homepage opens.
  2. Under Object Manager, click the Zuora CPQ Quote (​​zqu__Quote__c) object.
  3. Click Page Layouts in the left navigation menu, and click the desired Quote Layout - Cancellation layout. This layout determines the components exposed on the Quote Detail page for a Cancellation Quote. 
  4. From the box at the top in the main region, click Buttons in the left pane or Mobile and Lightning Actions if using Salesforce Lightning.
  5. Drag and drop the Edit Quote (New) button to the custom buttons section area in the Quote Detail section (or the Salesforce Mobile and Lightning Experience Actions section for Lightning).
  6. Click Save to save the configuration.

Support for previewing pending subscription metrics without proration in Quote Studio

With Quotes version 10.18, a new setting named "Preview Metrics for Pending Subscriptions Without Proration" has been added under Zuora Config > Quote Studio Settings > Default Settings. When this setting is enabled, you will be able to preview metrics for pending subscriptions without proration in Quote Studio. The preview metrics without proration are based on the Bill Cycle Type = SubscriptionStartDay.

The metrics displayed without proration are for previewing purposes only. The actual pending subscription created in Zuora will have metrics based on the Bill Cycle Type defined at the charge level.

For more information, see Preview pending subscription metrics without proration in Quote Studio

Support for subscription level Sold To Contact selection in Flexible billing

Quotes version 10.18 now supports a new Subscription Sold To Contact field to enhance the Flexible Billing feature.

Now, when creating, updating, or deleting a Subscription through Quote Studio, you can select Sold To Contact for that specific subscription. This will give you greater control over the invoicing process for your subscriptions and enable you to customize the invoicing experience for your customers.

The Subscription Sold To Contact field is included as part of the Subscription Billing Attributes and is displayed in the SUBSCRIPTION BILLING ATTRIBUTES section of Quote Studio. As an admin, you can control these fields using the "zqu__CPQX_Subscription_Billing_Attributes" fieldset.

Additionally, you can configure the Subscription Sold To Contact field to display Sold To Contact Address with Account Name as picklist values.

For more information, see Enable and use Flexible Billing Attributes in CPQ X.

Support for custom field recalculation in Quote Studio

With Quotes version 10.18, if you create and add a custom field to Quote Studio, the custom field will now recalculate each time you click the Save button in Quote Studio. This ensures that the custom field values are always up to date and reflect any changes made during the quote creation or editing process.

This feature only supports Custom Fields on the Quote objects for recalculation. Other objects or fields outside of the Quote objects will not trigger the custom field recalculation.

Support of overriding "Calculate Quote Metrics Through" field in Quote Studio for all quote types

Previously, you had the ability to add the "Calculate Quote Metrics Through" field to fieldsets and override its value in Quote Studio specifically for Cancel Quotes. 

With Quotes version 10.18, we have expanded the functionality of the "Calculate Quote Metrics Through" field to support all quote types, including New, Amend, Renew, and Cancel.

Now, when configuring fieldsets and working in Quote Studio, you have the flexibility to override the "Calculate Quote Metrics Through" field for any quote type. Whether you are creating a new quote, making amendments, renewing a subscription, or canceling a quote, you can customize the calculation behavior of quote metrics based on your specific requirements.

For more information, see ​​Quote Metrics Calculation Period.

Enhancement: Non-Editable Period field for one-time charges in Quote Studio

Previously, the Period field on the Quote Rate Plan Charge object was editable for one-time charges, which caused limitations in modifying or removing the selected value.

With Quotes version 10.18, we have made the Period field non-editable specifically for one-time charges in Quote Studio. This enhancement ensures a more intuitive and consistent user experience by preventing the selection of a value in the Period field for one-time charges. As a result, you can now easily manage and modify the Period field for recurring charges while maintaining the appropriate behavior for one-time charges.

Resolved issue: Disabling Ramp toggle did not delete Quote Ramp Interval and Quote Charge Interval Details

Previously, when creating and submitting a new Ramp Quote, the associated Quote Charge Interval Details and Quote Ramp Intervals were correctly created and visible in the related tab of the quote detail page. However, an issue occurred when editing the quote and disabling the ramp. In such cases,  Quote Ramp Interval and Quote Charge Interval Details were not getting deleted. This issue has been resolved.

In Quotes version 10.18, when you disable the ramp toggle while editing a Ramp quote, the Quote Ramp Interval and Quote Charge Interval Details will now be removed as expected.

Resolved issue: Interval Subtotal field value not updating on deleting product from Ramp quote

Previously, when creating a ramp quote and adding products to different intervals, the Interval Subtotal field correctly displayed the value. However, if a product was later removed from any interval, the Interval Subtotal field failed to update accordingly. This issue caused an incorrect subtotal to be displayed, leading to potential pricing inaccuracies.

In Quotes version 10.18, when you remove a product from any interval in a ramp quote, the Interval Subtotal field will be recalculated and updated accurately. This ensures the Interval Subtotal reflects the correct pricing based on the remaining products within each interval.

Resolved issue: Custom checkbox fields in Quote Rate Plan Charge (QRPC) and Quote objects enabled by default

Previously, when creating a new quote, the checkbox fields on the Quote Rate Plan Charge (QRPC) and Quote objects were enabled by default after clicking Save.

In Quotes version 10.18, if there is a custom checkbox field present on the Quote Rate Plan Charge or Quote objects, it will no longer be enabled by default after saving the quote. This change ensures that the checkbox field retains its original state when creating a new quote.

Resolved issue: Subscription charge preview not working with Quote Order Line Item on quote

Previously, Subscription Charge Preview was not working when Quote Order Line Item (QOLI) was present in the Quote. This issue only happened when "Invoice Separately" was set to True on the quote object. This issue has been resolved.

In Quotes version 10.18, the Subscription Charge Preview works as expected even with "Invoice Separately" set to True.

Resolved issue: Quote metrics for pending subscriptions not populated on Quote Details page

Previously, there was an issue where Quote metrics for pending subscriptions were not populated on the Legacy Quote Details page but were visible on the CPQ X Sidebar Metrics Panel. This issue has been resolved. 

With Quotes version 10.18, Quote metrics for pending subscriptions are now consistently displayed on both the Legacy Quote Details page and CPQ X Quote Studio page Sidebar Metrics Panel.

Resolved issue: Error when adding a rate plan charge with the end date condition set to Align to Subscription End Date 

Previously, when attempting to add a product rate plan charge with the "Align to Subscription End Date" option selected as the End Date Condition, and the product was synced through Zuora 360+, you might encountered an error in the quote detail page stating "(convert2ZChargeGroup) Exception while converting to ChargeGroup.:zqu.ZQException:(convert2ZCharge) Exception while converting ZCharges.:zqu.ZQException:Details: Invalid value: Align to Subscription End Date for field: END DATE CONDITION:(zqu):(zqu) Caused by (zqu) 2Error is in expression '{!theOptions}' in component zqu:cpqselectproduct in component zqu:cpqselectproduct." This issue has now been resolved.

With Quotes version 10.18, you can now add a product rate plan charge with the "Align to Subscription End Date" option on the Quote Detail page without encountering the error mentioned above.

Resolved issue: Charges not displayed on Amend/Renew Quote process when Effective date is set to term end date

Previously, when a quote had its Contract Effective Date set as the term end date, you might have encountered an issue where the associated charges were not displayed during the amendment or renewal process. This issue has now been resolved.

With Quotes version 10.18, the charges are now correctly displayed when amending or renewing a quote, even if the Contract Effective Date is set as the term end date.

Resolved issue: Recurring charge not visible on amend quote process

Previously, there was an issue where recurring charges were not visible on the Amend Quote process screen for the past-dated quote that contained multiple charges, including one-time and recurring charges with multiple future updates. This issue has been resolved.

With Quotes version 10.18, recurring charges for past-dated quotes will be correctly displayed on the Amend Quote process screen. This ensures that all charges, including recurring charges with multiple future updates, are visible during the amendment process.

Resolved issue: Quote Charge Interval Detail records not displayed when cloning a ramp quote

Previously, when you created a new ramp quote, the Quote Charge Interval details were displayed as expected. However, when you attempted to clone a ramp quote, the Quote Charge Interval Detail records were not displayed, and an error message stating "Attempt to de-reference null object" was encountered. This issue has been resolved.

In Quotes version 10.18, cloning a ramp quote will now correctly display the Quote Charge Interval Detail records associated with the quote.

Resolved Issue: Products displayed incorrectly with quick filter using Profile object as logic

Previously, you may have encountered an issue where the products were not displayed as expected in the Browse Products section when applying the quick filter based on the profile object logic.

In Quotes version 10.18, the products are now displayed correctly when using the quick filter based on the profile object in the Browse Products section.

Resolved issue: Quote Studio UI does not adhere to user permissions for tier charges

Previously, there was an issue where users without the proper user permissions to add or remove tier charges were still able to perform these actions in Quote Studio. This issue has been resolved.

With Quotes version 10.18, the user permissions for adding or removing tier charges are now correctly enforced. Users without the appropriate permissions can no longer add or remove tier charges in Quote Studio.

Resolved Issue: Partially hidden warning message pop-up on Quote Studio Back button

Previously, when you created a new quote and hit the Back button, the warning message pop-up was not correctly displayed in the user interface (UI). The pop-up would appear partially hidden, making it difficult to view and select the options within. This issue has been resolved.

With Quotes version 10.18, the warning message pop-up is now fully visible and accessible when using the back button in Quote Studio. You can now easily read the warning message and interact with the options, providing a seamless and intuitive user experience.

General enhancements and resolved issues

The enhancements and resolved issue in this section are applicable to Zuora Quotes components other than Quote Studio, or both Quote Studio and other components in Zuora Quotes.

Zuora’s response to Salesforce Platform API Version Deprecations

As of the Summer '22 release, the following Salesforce Platform API legacy versions have been deprecated and are no longer supported by Salesforce. The changes are according to the Salesforce Platform API VERSIONS 21.0 Through 30.0 Retirement document.

For more information, see Zuora’s response to Salesforce Platform API Version Deprecations.

Release 10.17.2 (Release Date: 2023-04-26) 

The 10.17.2 release includes the following enhancements and resolved issues.

Support for subscription level Invoice Template and Sequence Set selection in Flexible billing

Quotes version 10.17.2 now supports two new fields to enhance the Flexible Billing feature: Subscription Invoice Template and Subscription Sequence Set. These fields enable you to customize the invoicing experience for your customers when creating or updating a subscription through Quote Studio.

Now, when creating or updating a Subscription through Quote Studio, you can select an Invoice Template and Sequence Set for that specific subscription. This will give you greater control over the invoicing process for your subscriptions and enable you to customize the invoicing experience for your customers.

The new fields are included as part of the Subscription Billing Attributes and are displayed in the SUBSCRIPTION BILLING ATTRIBUTES section of Quote Studio. As an admin, you can control these fields using the "zqu__CPQX_Subscription_Billing_Attributes" fieldset.

In addition to the new fields, we have made changes to calling the Zuora Rest Service. If you enable the Flexible Billing feature, you will now need to provide the API Client Id and API Client Secret under Zuora Config > Zuora Connection Settings

See Generate authentication credentials to generate API Client Id and API Client Secret.

Support for Defaulting to Pending Subscription option when Creating New Subscriptions

In Quotes version 10.17.2, we introduced a new setting called "If Pending Subscription feature is enabled in Feature Access Config settings, then set Pending Subscription as the Default for New Subscriptions" under Zuora Config > Default Settings.

If this setting is enabled and you have also enabled the pending subscription feature under Zuora Config > Feature Access Config, then the Pending Subscription option will be selected by default when creating a new subscription.

For more information, see Default to pending subscription when creating new subscription.

Resolved issue: "Your entry isn’t a valid increment" error when adding decimal values to custom fields at quote level

Previously, you may have encountered an error message stating, "Your entry isn't a valid increment" when attempting to add decimal values in custom number fields at the quote object. This issue has been resolved.

With this update, if you create a custom number field at the Quote object with specified decimal places, the same will be displayed in the custom field.

Resolved issue: Error updating Original Product in Amendment or Renewal Quote using CPQ X rules engine

In Quotes version 10.17.2, we have resolved an issue that previously caused an error when performing an update product action using the rules engine in amendment or renewal scenarios. The error message displayed was: "first error: INVALID_FIELD_FOR_INSERT_UPDATE, cannot specify Id in an insert call: [Id]".

With this issue now resolved, you can perform update product actions using the rules engine in amendment or renewal scenarios without encountering the aforementioned error.

Resolved issue: Unable to create amendment or renewal quote

Previously you may have encountered a blank window with a loading spinner icon to appear when attempting to create an amendment or renewal quote after all products from the subscription had been removed from Zuora billing and synced to Salesforce. This issue has been resolved.

With this issue now resolved, you will no longer encounter this blank window and will be able to create amendment or renewal quotes without any issues.

Resolved issue: Error when adding products via Rules in pending subscriptions

Previously, when creating a Pending Subscription with Quote Studio, if a rule was used to add a product to the quote, the Add Product Quote Amendment was not created. This caused an error message to appear, stating that "Previewing multiple type subscription is only support with active subscription". This issue is now resolved.

In Quotes version 10.17.2, when creating a Pending Subscription with Quote Studio and using a rule to add a product to the quote, the Add Product Quote Amendment will be created as expected.

Resolved issue: When creating a renewal quote, current and renewal terms were not consistent with original subscription

Previously, when renewing a subscription in Quote Studio, you might have encountered an issue where the Current Term and Renewal Term was automatically set to "Months" even if the original subscription had them set as "Days." This issue has been resolved.

Furthermore, there was a broader functionality issue related to Ramp deals with an Initial Term or Renewal Term Period Type set as "Days" or "Weeks", you may have encountered errors while attempting to create ramp deals. This issue has also been resolved, and you can now create Ramp deals with an Initial Term or Renewal Term period type as "Days" or "Weeks" without any issues.

Resolved issue: Error when renewing a ramp quote by changing renewal term to "Days" or "Weeks"

Previously, if you attempted to renew a ramp quote and change the renewal term to "Days" or "Weeks," you may have encountered a Javascript error message that read [Javascript Error: Uncaught Action failed: zqu:quoteStudio$controller$updateQuote [Invalid time value]]. This issue has now been resolved, and you should no longer encounter this error message when attempting to renew a ramp quote with a renewal term set to "Days" or "Weeks".

General enhancements and resolved issues

The enhancements and resolved issue in this section are applicable to Zuora Quotes components other than Quote Studio, or both Quote Studio and other components in Zuora Quotes.

Resolved issue: Custom checkbox field value set to True by default in CPQ 9

Previously, if you created a custom checkbox field (Check_Box_c) on the Quote Rate Plan Charge (QRPC) object and added it to the zqu_DisplayChargeFields field set, then when creating an amendment quote, the created custom checkbox field value was set to True by default. 

In Quotes version 10.17.2, this behavior has been updated and the custom checkbox field value will now be blank by default when creating an amendment quote.

Resolved issue: Incorrect calculation of discount on Quote Rate Plan Charge tiered products in CPQ 9

Previously, in CPQ 9, an issue was identified where the charge level discount applied to a tiered license product was incorrectly calculated on the Quote Rate Plan Charge. This issue is now resolved.

In Quotes version 10.17.2, the discount will now be calculated correctly on the Quote Rate Plan Charge for tiered license products when a charge level discount is applied.

Resolved issue: Incorrect calculation of Total value for tiered license products in CPQ 9

Previously, you might have noticed that the Total value for tiered license products was calculated incorrectly on the Quote Rate Plan Charge. This issue is now resolved.

Release 10.17.1 (Release Date: 2023-04-19) 

The 10.17.1 release includes the following enhancements and resolved issues.

Resolved issue: Charge Trigger Condition for Pending Subscription always defaults to Upon Contract Effective

Previously, when creating a Pending subscription, there was an issue where the Charge Trigger Condition for the Pending subscription was always set to "Upon Contract Effective" regardless of the value specified in the trigger condition of the Product Rate Plan Charge. This issue has been resolved.

We have now fixed this issue in Quotes version 10.17.1, the Charge Trigger Condition for a Pending subscription will now correctly reflect the value specified in the trigger condition of the corresponding Product Rate Plan Charge. This ensures that the trigger condition is accurately applied to the Pending subscription, aligning with the intended behavior.

Release 10.17 (Release Date: 2023-04-13) 

The 10.17 release includes the following enhancements and resolved issues.

Enhancements to “Calculate Quote Metrics Through” configuration setting in CPQ X

In Quotes version 10.17, we have made an update to the "Calculate Quote Metrics Through" configuration setting in CPQ X. Previously, this field was only editable in cancel quote types when they were added to the "Quote Information (CPQX_Quote_Information)" fieldset.

With this update, the "Calculate Quote Metrics Through" field is now editable for all fieldsets. This means you can now edit this setting regardless of which fieldset is associated with it.

See Update default settings for more information.

Enhancements to Quote Studio for saving quote records

In Quotes version 10.17, we have made a change to the way Quote and Quote Metrics are saved on the legacy quote details page.

Previously, when you opened the legacy quote details page, Quote and Quote Metrics were automatically saved. With this update, Quote records (Quote and Quote Metrics) will be saved when you click the Save or Submit button in Quote Studio.

Enhancements to Product selector page

In Quotes version 10.17, we have addressed an issue in Quote Studio that affected the product selector page. Previously, only the first 20 products were displayed and you could not select other sets of products.

With this update, we have fixed this issue so that when you scroll down, the next set of products will load and become available for selection.

Support for Invoice Delivery Preference in CPQ X

In Quotes version 10.17, we have added a Support for Invoice Delivery Preference field in CPQ X. Previously, this field was only available in Default Value Settings for CPQ 9.

With this update, you can add the Invoice Delivery Preference field to the Fieldset in Quote Studio UI, which allows you to easily configure and specify the desired delivery preferences for this field.

To specify the delivery method, complete the following steps:

  1. In your Salesforce org, navigate to Zuora Config > Quote Studio Settings.
  2. In the left pane, select Default Settings.
  3. Scroll down to the Billing and Payment section and Select the desired delivery methods for the Invoice Delivery Preferences field.
  4. Click Save.

See Update default settings for more information.

Support for changing Subscription Owner in Amendment quote

In Quotes version 10.17, you can create Subscription Owner Transfer Amendment. With this feature, you can transfer ownership of subscriptions from one customer account to another.

To change the Subscription owner:

  1. In your Salesforce org, navigate to Zuora Config > Quote Studio Settings > Admin Config section, switch on the toggle Enable Subscription Owner Transfer.
  2. Add "zqu__Subscription_Owner_ZuoraId__c" to whichever Quote Studio Fieldset you would like to see it in.
  3. Optional - Navigate to Zuora Config > Quote Studio Settings > Object Fields Config, hide Quote > Subscription Owner field for new and renew quotes.

Subscription Owner Transfer feature is only available in the Amendment quote. For New, Renew, and Cancel quotes, the Subscription Owner field is read-only, and you cannot change the Subscription Owner. 

Additionally, you can configure the Subscription Owner field to display Bill To Contact Address with Billing Account Name as picklist values. To support this we have added a setting named "Display Bill To Contact Address fields in the Subscription Owner Account picklist" under Zuora Config > Quote Studio Settings > Admin Config.

See Configure Quote Studio admin setting for more information.

Support to set auto-pay explicitly through zQuoteUtil.ZBillingQuoteRequest

In Quotes version 10.17, you can now explicitly enable Account Auto Pay to True through zQuoteUtil.ZBillingQuoteRequest. This feature is available when you have selected the Electronic Payment Method Setting as either "Set default, no auto-pay" or "Do not set default, no auto-pay, process payment only" under Quote Configuration Settings.

Support for "Discount Type" and "Discount Per Unit" fields to calculate inline discount in Order Line Item

In Quotes version 10.17, we have added two new fields to calculate inline discounts in Order Line Item. These fields are "Discount Type" and "Discount Per Unit".

The "Discount Type" field allows you to specify the type of discount you want to apply to the line item, such as a percentage or a flat amount. The "Discount Per Unit" field allows you to specify the amount or percentage.

These fields are used to calculate the Amount Per Unit based on the List Price Per Unit, taking into account any discounts applied.

Calculation Rules:

Rule Description
Rule 1 When the "Discount Type" and "Discount Per Unit" fields are present and a change is made to the List Price Per Unit, the Amount Per Unit will be re-calculated based on the new List Price Per Unit.
Rule 2 If either the "Discount Type" or "Discount Per Unit" field is changed for an order line item, the "Amount Per Unit" will be re-calculated based on the new discount information.
Rule 2 If the "Amount Per Unit" is changed and the "Discount Per Unit" is set to 0, the "List Price Per Unit" will be updated to reflect the new "Amount Per Unit".

We have also added a new field called "Quote Line Item Inline Discount" to the Quote object and exposed it in the fieldsets used to display in the Quote Footer Metrics and Quote Line Item Footer Metrics panels. This field represents the total discount of all Quote Line Item (OLI) items in the quote.

See Create quote line items for more information.

​Support for applying filter criteria in Object Fields Config setting

In Quotes Version 10.17, you can now apply filter criteria to the Quote Rate Plan Charge object in the Object Fields Config setting.

With this new feature, you can define filter criteria to limit the available options for the fields in the Quote Rate Plan Charge object when creating new, amendment, renew, and cancel quotes.

Support for Nested Discount rows in CPQ X

CPQ X now supports the Nested Discount rows feature.

This feature essentially displays nested discount rows in a user-friendly way within a Rate Plan charge. By displaying the discount percentage charges that only apply to a specific charge in a collapsible/expandable nested row, you can easily see the relationship between the charges and the discounts.

See Enable and use Nested Discount Rows in CPQ X for more information.

Resolved issue: When adding charge second time, Effective Date default to Term Start Date in Ramp Quote

In Quotes version 10.17, we have addressed a bug affecting the Effective Date field in a Ramp quote when adding a charge for the second time with the rules engine enabled.

Previously, when you added a product for the first time and changed the Quote Start Date while aligning all initial actions of the Rate Plan timeline to the Quote Start Date, the Effective Date would default to the Quote Start Date. However, when you added a charge for the second time, the Effective Date field would default to the Term Start Date rather than aligning to the new Quote Start Date. This issue has now been resolved.

With this update, the Effective Date field will align to the new Quote Start Date when adding a charge for the second time in a Ramp quote with the rules engine enabled.

Resolved issue: Quote Metrics not calculated with Cancel Quotes on Lightning page

Previously, when you canceled a quote on the Lightning page, the Quote Metrics were not calculated, leading to inaccurate data. This issue was caused by the removal of the legacy Visualforce page from the Quote Details page.

In Quotes version 10.17, we have resolved this issue and Quote Metrics will now be calculated when canceling quotes on the Lightning page.

Resolved issue: Is Invoice Separate field not populated by default

Previously, when creating an amendment or renewal quote in CPQ X, the Is Invoice Separate field was not populated by default, which could lead to confusion and errors in invoicing.

We have fixed this issue in version 10.17, and the Is Invoice Separate field will now be properly populated by default during amendment/renewal quote creation.

Resolved issue: Error when adding a rate plan charge with the end date condition set to Align to Subscription End Date

Previously, when attempting to add a product rate plan charge with 'Align to Subscription End Date' as the End Date Condition, you might encountered an error stating "Invalid value: Align to Subscription End Date for field: END DATE CONDITION" in the quote detail page. This issue has now been resolved.

Resolved issue: Incorrect Inline Discount value in CPQ X

Previously, when setting the Discount to 100%, the Inline Discount field would incorrectly display a value of 0 instead of the expected value. This issue is now resolved.

With this fix, you can now expect to see the correct value displayed in the Inline Discount field when the Discount is set to 100%, allowing for more accurate pricing and invoicing.

Resolved issue: Custom Currency field does not populate from Subscription Rate Plan Charge to Quote Rate Plan Charge

In Quotes version 10.17, we have fixed a known issue with the custom currency type field on Quote Rate Plan Charge and Subscription Rate Plan Charge. Previously, when you created a custom currency type field on these objects, you may have experienced an issue where the values from Subscription Rate Plan Charge were not populated to Quote Rate Plan Charge when attempting to amend a quote.

With this fix, the custom currency field will now properly populate values from Subscription Rate Plan Charge to Quote Rate Plan Charge when amending a quote.

General enhancements and resolved issues

The enhancements and resolved issue in this section are applicable to Zuora Quotes components other than Quote Studio, or both Quote Studio and other components in Zuora Quotes.

Resolved issue: Error when creating amendment quote in CPQ 9

Previously, when creating amendment quotes in CPQ 9 using the global method to update the charge group, you might encouneterd an error stating "duplicate value found: zqu__**ZuoraId__**c duplicates value on record with id: a1c3H000003Pe0O: []". This issue is now resolved.

Release 10.16.1 (Release Date: 2023-03-30) 

The 10.16.1 release includes the following enhancements and resolved issues.

Support for new metric fields to store values of specific actions made in specific ramp intervals

In Quotes version 10.16.1, we have added the following new metric fields to the Quote Charge Summary object:

  • Segment Delta TCB
  • Segment Delta TCV

These metrics allow you to easily identify the charge fluctuation pertaining to specific actions (e.g., Remove product action) made in specific ramp intervals.

See Zuora CPQ metric fields mapping and derivation for more information on the newly added fields to the Quote Charge Summary object.

Support for using Whitelist FieldSet Name setting in Zuora rules custom plugin class in CPQ X

In Quotes version 10.16.1, you can use the Zuora Config Setting, Whitelist FieldSet Name, to access any custom field in the custom plugin class for Zuora Rules Engine by defining the custom fieldset name under the Whitelist FieldSet Name setting. 

To define a custom fieldset name, take the following steps:

  1. In your Salesforce org, navigate to Zuora Config > Quote Configuration Settings.
  2. Click Edit Settings.
  3. Add the custom fieldset API name in the Whitelist FieldSet Name setting.
  4. Click Save.

See Quote Configuration Settings for more information.

Release 10.16 (Release Date: 2023-03-15) 

The 10.16 release includes the following enhancements and resolved issues.

Support for new fields to store unrounded values from preview response

Previously, the preview API returned unrounded values for various metrics fields when the "WITHOUT_ROUNDING_METRICS" setting was enabled in the Zuora tenant (a setting that can be enabled by our support team).

In quotes version 10.16, we have added new fields to Quote Charge Summary, Quote Rate Plan Charge, Quote Charge Detail, Quote Charge Interval Detail, and Quote object to store the unrounded values from the preview responses.

See Zuora CPQ metric fields mapping and derivation for more information on the newly added unrounded fields to different objects.

Support for “Calculate Quote Metrics Through” configuration setting in CPQ X

In Quotes version 10.16, we have added support for the "Calculate Quote Metrics Through" configuration setting, similar to the one in CPQ 9. This means that users of CPQ X will be able to use and configure the "Calculate Quote Metrics Through" setting in the same way as users of CPQ 9. In CPQ X, this setting controls how metrics preview for all Quote Types. If you add the field to the Quote Information fieldset, you can override it within the Quote Studio during Cancel Quotes, while in CPQ 9, it can be applied to any quote type fieldset and control metrics preview through date.

We added this setting under Zuora Config > Quote Studio Settings > Default Settings. It allows you to choose between "End of Term" or "Specific number of Billing Periods" to define the preview metrics.

In Quote Studio, when you select "Specific number of Billing Periods" from the "Calculate Quote Metrics Through" field, another input for "Number of Periods - Billing Period(s) (1 - 36)" will appear to specify the number of periods. 

The "Calculate Quote Metrics Through" and "Number of periods" fields can only be edited in cancel quote types when they are added to the "Quote Information (CPQX_Quote_Information)" fieldset. Adding these fields to any other fieldset will prevent editing (except Quote Information (CPQX_Quote_Information).

Fieldset Name API Name

Quote Information

Note that adding "Calculate Quote Metrics Through" and "Number of periods" fields to this fieldset will make them editable in Cancellation Quote Flow only.

CPQX_Quote_Information

At present, this setting controls how metrics preview for all Quote Types in CPQ X. If you add the field to the Quote Information fieldset, you can override it within the Quote Studio during Cancel Quotes. We are actively working on adding this setting to all quote types in the near future.

See Update default settings for more information.

Support for Flexible Billing in CPQ X

CPQ X now supports the Flexible Billing feature that provides you the capability to specify Bill-To Contact and Payment Terms at the subscription level.

See Enable and use Flexible Billing in CPQ X for more information.

Support for TermStartDate and TermEndDate as Bill Cycle Types

In Quotes version 10.16, we now support TermStartDate and TermEndDate as Bill Cycle Types. During quote creation, you can now add product rate plan charges with these values for Bill Cycle Types.

Note that you must add TermEndDay and TermStartDay (the same label name and API name) to the picklist field Bill Cycle Type (zqu__BillCycleType__c) at objects Quote Rate Plan Charge (zqu__QuoteRatePlanCharge__c) and Product Rate Plan Charge (zqu__ProductRatePlanCharge__c) if you upgrade from a previous version of Quotes. 

To add TermEndDay and TermStartDay to the picklist field Bill Cycle Type in the Quote Rate Plan Charge and Product Rate Plan Charge objects, follow the steps below:

  1. From Setup, click on the "Object Manager" tab.
  2. Navigate to Quote Rate Plan Charge object, click Fields & Relationships.
  3. Click the Bill Cycle Type picklist field.
  4. In the Values section, find and click on "New" to add a new picklist value.
  5. Type "TermStartDay" as the name for the new field and click "Save" to add it to the picklist values.
  6. Repeat steps 2 to 5 for the "Product Rate Plan Charge" object, following the same process.

By following these steps, you will add the TermEndDay and TermStartDay picklist values to the Bill Cycle Type field in both the Quote Rate Plan Charge and Product Rate Plan Charge objects.

The Bill Cycle Types are available by default on a fresh installation, and no manual addition is necessary.

Support for updating a product in a subscription before future-dated update

In Quotes version 10.16, you can now perform update product action to a specific date before a future-dated update. To support this we have added a new toggle field called "Make this update before a Future Date" in the Order Action Detail modal. 

When "Make this update before a Future Date" is toggled on, a second input field named "Specific Update Date" appears to input the update date. This specific date will appear in the charge segment row highlighted in red color.

Quotes version 10.16 also allows the creation of amendment quotes with Remove Product order action in the current term even when a Renewal Action (Renewal after the Initial Term End Date) has been taken against a subscription.

Support for configuring CPQ X rules engine validation message modal

In Quotes version 10.16, you can choose whether the CPQ X rules engine validation message appears automatically or not. In order to support this, we have added a setting titled "Disable "Information Modal" Pop-Up when Rules Trigger" under Zuora Config > Quote Studio Settings > Admin Config

The rules engine validation notification modal pops up automatically when the setting is disabled. However, if enabled, the notification modal does not appear automatically. It must be viewed manually by clicking the notification icon.

See Configure Quote Studio admin settings for more information.

Support for user profiles in Object Fields Config setting

In Quotes Version 10.16, you can define user profiles for Object Fields Config setting. 

We have introduced a new toggle called Apply to Specific Profiles. If the Apply to Specific Profiles toggle is set to active, it will show all the profiles associated with the account to apply the setting. 

To define user profiles to Object Fields Config setting, take the following steps:

  1. In your Salesforce org, navigate to Zuora Config > Quote Studio Settings > Object Fields Config.
  2. Switch on the toggle Apply to Specific Profiles, and Select the profile you want to apply this filter to from Available Profile(s) section.
  3. Move the selected profile to Selected Profile(s) section using the arrow buttons.
  4. Click Select and Save the setting.

See Configure Quote Studio field editability based on quote type for more information.

Support to display Bill To Contact Address with Billing Account Name in Invoice Owner field

In Quotes version 10.16, you can configure the Invoice Owner field to display Bill To Contact Address with Billing Account Name as picklist values. To support this we have added a setting named "Display Bill To Contact Address fields in the Invoice Owner Account picklist" under Zuora Config > Quote Studio Settings > Admin Config

To display Bill To Contact Address with Billing Account name:

  1. In your Salesforce org, navigate to Zuora Config > Quote Studio Settings > Admin Config.
  2. Switch on the toggle Display Bill To Contact Address fields in the Invoice Owner Account picklist.
  3. Click Save.

Note that this setting is only visible when "Enable Invoice Owner" setting is enabled under Zuora Config > Quote Configuration Settings.

See Configure Quote Studio admin settings and Quote Configuration Settings for more information.

Resolved issue: Error when updating subscription in CPQ X

Previously, when creating a quote with a product rate plan with two charges, one with a Fixed Period End Date Condition (charge has a fixed end date). If you updated the rate plan with no End Date Condition, you could encounter an error stating “Charge can only be updated before its terminal”. This issue has been resolved.

Note that updating a rate plan after the end of a fixed charge is not allowed. You may receive an error if you perform an update. In the current version of UI, you are not restricted from updating a rate plan after a fixed charge has ended. In the upcoming release, the UI will be updated.

When renewing quotes, no changes can be made to the rate plan which has a Fixed Period End Date Condition. In amendment quotes, only the discount percentage value can be changed before the end date.

Resolved issue: Error occurs when amending Effective Price after populating Term Start Date

Previosuly, when you attempt to amend the Effective Price after populating Term Start Date, you might encountered an error stating “Error Processing Quote At Previewing: Code: 58730020, Message: Invalid rate plan charge number”. This issue has been resolved.

General enhancements and resolved issues

The enhancements and resolved issue in this section are applicable to Zuora Quotes components other than Quote Studio, or both Quote Studio and other components in Zuora Quotes.

Resolved issue: Error when sending multiple Quotes From SFDC to Zuora Using sendToZBilling() method

Previously, when you sent multiple quotes to Zuora for different billing accounts using the sendToZBilling() method, you might have encountered an issue where the subscriptions were created on one and not on each billing account. This issue has been resolved.

In Quotes Version 10.16, we now pass the subscription owner separately for each quote in the payload. To support this, we introduced a new parameter called “invoiceOwnerId” to pass in Send to Zuora API call. For example: request.invoiceOwnerId = quote.zqu__Account__c.

See zQuoteUtil.sendToZBilling Method for more information.

Release 10.15.5 (Release Date: 2023-03-08) 

The 10.15.5 release includes the following enhancements and resolved issues.

Resolved issue: Unable to preview the quote if it only contains Quote Order Line Items

Previously, if you created a quote with quote order line items and no products, you may have encountered an error stating "There are currently no actions (add, update, remove) made on this quote. You cannot preview metrics, nor send this quote to Zuora, until some action is made." This issue has been resolved.

With Quotes version 10.15.5, you can now create quotes with only Quote Order Line Items.

Resolved issue: Incorrect values in Subscription Subtotal and Subscription Total fields

Perviously, you may have noticed that Subscription Subtotal and Subscription Total fields displayed incorrect values. This is because the Subscription Subtotal field contains the combined value of the Subscription and Quote Order Line Items (Total values of the products added + Quote Line Item Total). This issue has been resolved.

In Quotes version 10.15.5, the values are calculated as follows:

Field Description
Subscription Subtotal Total values of the products added
Quote Line Item Total Total values of quote line items
Quote Total Total values of the products added + Quote Line Item Total

Release 10.15.4 (Release Date: 2023-03-01) 

The 10.15.4 release includes the following enhancements and resolved issues.

Resolved issue: updateQuoteStartDate global method in zQuoteUtil class not working for remove product actions

Previously, the updateQuoteStartDate global method in the zQuoteUtil class did not work for the remove product actions. This issue has been resolved.

With Quotes version 10.15.4, you can update Contract Effective Date (CED), Customer Acceptance Date (CAD), and Service Activation Date (SAD) for the remove product actions using the updateQuoteStartDate global method in zQuoteUtil class.

Resolved issue: Newly added product is not displaying in the product section

Previously, when you selected a future term start date and added a product, you might have encountered an issue where the added product was not displayed in the product section. This issue has been resolved.

Resolved issue: Exist Subscription ID (zqu__ExistSubscriptionID__c) field in the Quote object does not populate for quote cancellation

Previously, when using the Default Value Plugin, the Exist Subscription ID (zqu__ExistSubscriptionID__c) field on the Quote object was null for quote cancellation. This issue has been resolved.

Release 10.15.3 (Release Date: 2023-02-16) 

The 10.15.3 release includes the following enhancements and resolved issues.

Enhancements to CPQ X to support UOM accuracy

In Quotes version 10.15.3, the UOM in CPQ X can now handle decimal places and rounding the values in Zuora. According to your UOM settings in Zuora, Zuora Quotes will automatically round up or down the quantity when you update a unit or tied charge quantity.

Support for running Rules Engine in system context

Previously, QPlan.cls, QCharge.cls, and QTier.cls were run in the context of a user and checked permissions at the field level. 

In Quotes version 10.15.3, the rules engine now runs in the context of the system. Therefore, QPlan.cls, QCharge.cls, and QTier.cls will now run in the system context and ignore field-level permissions.

Support for restricting access to create Ramp quote

In version 10.15.3, you can now restrict the access to create the Ramp Quote to specific profiles for New, Renew, Amend, and Cancel Subscription flow.

See Restrict access to features in Quote Studio for more information.

Resolved issue: Incorrect Tier names in CPQ X

Previously, if you have amended or renewed quotes with tiered charges, you may have noticed that the tier modal popup brings up the tier name with the ID instead of displaying 1, 2, etc. This issue has been resolved.

Note that this fix will work for new records of amending and renewing quotes. If you have existing Amend and Renewal Quotes, this will display the current information.

Resolved issue: "Your entry isn’t a valid increment" error when adding decimal places to custom fields

Previously, when adding decimal places to custom fields in the Quote Rate Plan Charge section, you might have encountered an error stating, "Your entry isn't a valid increment". This issue has been resolved.

In Quotes version 10.15.3, if you create a custom field with specified decimal places, the same will be displayed in the UI.

Resolved issue: Unable to create Renewal and Amendment quote

Previously, when adding custom picklist fields with default values to the Display Charge Fields fieldset, you may have encountered an issue creating a renewal and amendment quote. This issue has been resolved.

Resolved issue: Invoice Owner change does not trigger Invoice Owner Transfer quote amendment

Previously, when the rules engine was enabled in Quote Studio and you changed the invoice owner, you might have encountered an issue where the amendment quote was not triggered as expected. This issue has been resolved.

Resolved issue: “Attempt to de-reference a null object” error when creating Cancellation quote

Previously, if you deactivated any picklist value in the Cancellation Effective Date field, you would receive an "Attempt to de-reference a null object" error message when creating a cancellation quote. This issue has been resolved.

General enhancements and resolved issues

The enhancements and resolved issue in this section are applicable to Zuora Quotes components other than Quote Studio, or both Quote Studio and other components in Zuora Quotes.

Resolved issue: Unable to configure Rules Engine

Previously, you might have encountered an issue configuring Rules Engine if an object contained encrypted fields. This issue has been resolved.

Release 10.15.2 (Release Date: 2023-02-08) 

The 10.15.2 release includes the following enhancements and resolved issues.

General enhancements and resolved issues

The enhancements and resolved issue in this section are applicable to Zuora Quotes components other than Quote Studio, or both Quote Studio and other components in Zuora Quotes.

Enhancements to Delta Quantity field in Quote Charge Summary object

In Quotes version 10.15.2, when you remove a product from a ramp deal with an existing future date amendment, the Delta Quantity field of the Quote Charge Summary (QCS) object will reflect the quantity value according to the specific interval in which the product was removed.

For example: If the new ramp quote has three intervals and quantity as follows:

  • Interval 1: 10 quantity
  • Interval 2: 20 quantity
  • Interval 3: 30 quantity

Performing the remove product action for the 2nd interval results in Delta Quantity value = -20

Release 10.15.1 (Release Date: 2023-02-06) 

The 10.15.1 release includes the following enhancements and resolved issues.

Support for Automated Price Change (Uplift) for Renewed Subscriptions in CPQ X

In Quotes version 10.15.1, you can now automatically change the price for one or more products when a subscription renews in CPQ X.

See Automated Price Change (Uplift) for Renewed Subscriptions for more information.

Resolved issue: Charge Number field in the Quote Charge Summary (QCS) object does not populate for add product action

Previously, when a new product was added to a quote, the Charge Number field on the Quote Charge Summary object was null. This issue has been resolved.

In Quotes version 10.15.1, when a new product is added to Quote Studio, the Charge Number field will be populated with the record id of the associated Quote Rate Plan Charge record.

Release 10.15 (Release Date: 2023-01-26) 

The 10.15 release includes the following enhancements and resolved issues.

Resolved issue: Unable to create New Quote Line Item

Previously, when you clicked 'New Quote Line Item' on Quote Studio, you may have noticed the dialog opened without any fields, preventing you from creating a ‘New Quote Line Item’. This issue has been resolved.

Support for selecting a unique Sold To Contact for Quote Order Line Item

With Quotes version 10.15, you can now select a unique Sold to Contact for Quote Order Line Items from the existing billing account contact. Sold To Contact can be selected at the Quote Order Line Item level from existing billing accounts that have already been created in Zuora.

Note that if you do not select Sold To Contact for the Quote Order Line Item, the default contact will be selected as Sold To Contact.

Support for custom fields in Quote Order Line Item

In Quotes version 10.15, you can now add custom fields to Quote Order Line Items. In order to support this, we have added a fieldset called CPQX_Custom_Line_Item_Fields to the Quote Order Line Item object. One or more fields that you add to CPQX_Custom_Line_Item_Fields will be displayed under the new section in the Quote Order Line Item panel.

Note that you must create fields with the same name in Zuora in order to sync data with it.

Support for Delta Quantity field in Quote Charge Summary object

In Quotes version 10.15, a new field named Delta Quantity (DeltaQuantity__c) has been added to the Quote Charge Summary (QuoteChargeSummary__c) object. Using the Order Metrics preview response, this field will store the Delta Quantity value.

For example: If a Per Unit's Quantity is updated from 5 to 8, then the Delta Quantity field on the Quote Charge Summary object that will hold the value "3".

Note that all references to QCS.Quantity should point to QCS.DeltaQuantity.

Enhancements to error notifications

In Quotes version 10.15, error notifications will continue to display even when the legacy New Quote button is used in conjunction with Quote Studio through configuration through Quote Wizard configuration.

Release 10.14.1 (Release Date: 2023-01-20) 

The 10.14.1 release includes the following enhancements and resolved issues.

Support to override Quote Order Date in CPQ X

As of Quotes version 10.14.1, you can now override the Quote Order Date when creating an Order in Zuora. In order to accomplish this, we have added a field to the Quote object called "QuoteOrderDate".

Enhancements to Quantity field in Quote Charge Summary object 

With Quotes version 10.14.1 (for users with Orders enabled in CPQ), the default behavior of the Quantity field in the Quote Charge Summary object has changed for CPQ X.

Previously, Quantity on the Quote Charge Summary object represented the Delta Quantity value related to the quote amendment record created by an Add, Remove, or Update action. For example: Before 10.14.1, if a Per Unit's Quantity were updated from 5 to 8, then the Quote Charge Summary record attached to that Quote Amendment record would show the value "3".

After upgrading to version 10.14.1, the Quantity field will reflect the updated value of the Quantity. For example: Following 10.14.1, if a Per Unit's Quantity is updated from 5 to 8, then the Quote Charge Summary record attached to that Quote Amendment record will show the value "8" in the Quantity field.

In 10.14.1, the Quote Charge Summary object does not contain a field displaying Delta Quantity value "3".

The new version (10.15) will be released on January 25th (next week) and it will feature a field called Delta Quantity on the Quote Charge Summary object that will hold the value "3" from the previous example.

It is vital for your organization to be aware of these changes if it uses the Quote Charge Summary > Quantity field (QCS.Quantity) for custom processes or quote templates. If you require the Delta Quantity value, please wait until we release 10.15 next week on January 25th. Once that is done, ensure that all references to QCS.Quantity point to QCS.DeltaQuantity instead.

For any questions regarding this change, please contact Zuora Global Support.

Resolved issue: CPQ X Quote details page did not display charge columns

Previously, you might have noticed that charge columns were not showing up on the CPQ X Quote details page. This issue has been resolved.

Resolved issue: When renewing ramp quotes, previous intervals are displayed

Previously, you might have noticed that previous intervals were displayed when renewing ramp quotes with multiple charge segments. This issue has been resolved.

Resolved issue: Unable to set custom ramp intervals in CPQ X

Previously, when you selected the number of ramp intervals in a new quote, the ramp interval details section would appear and then disappear immediately. This issue has been resolved.

Resolved issue: “Argument cannot be null” error in CPQ X

Previously, if you selected Days/Week as the default value for the initial term, in that case, you might have encountered the following error: "Error Loading Quote Data: Argument cannot be null." when creating a quote. This issue has been resolved.

Resolved issue: Default Values Plugin not working for CPQ X cancellation quotes

Previously, if you created a Default Values Plugin to pre-populate the values of quotes during a cancellation flow, you might have encountered an issue where the values did not reflect on the Quote Studio cancellation screen.

See Customize default values by implementing Default Values Plugin for more information

Resolved issue: If QSD updated via Default Values Plugin, product action dates were not aligned with Quote Start Date 

Previously, when you updated the Quote Start Date in CPQ X with the Default Values Plugin for non-ramp quotes and added products to the quote, you might have encountered an issue where the product action dates (Contract Effective Date, Service Activation Date, and Customer Acceptance Date) were not synced with Quote Start Date. This issue has been resolved.

General enhancements and resolved issues

The enhancements and resolved issue in this section are applicable to Zuora Quotes components other than Quote Studio, or both Quote Studio and other components in Zuora Quotes.

Enhancements to “Update Amend Quote as of Quote Start Date” setting in CPQ 9

With Quotes version 10.14.1, the Update Amend Quote as of Quote Start Date setting under Zuora Config > Advance Quote Configuration Settings will not be applicable to ramp quotes. Only non-ramped quotes will be affected by this setting now. 

When this setting is enabled, amendment quotes will default all amend actions to Quote Start Date.

Release 10.14 (Release Date: 2023-01-11) 

The 10.14 release includes the following enhancements and resolved issues.

Enhancements to Custom field values synchronization in CPQ X

In Quotes version 10.14, custom field values are synchronized between the Product Rate Plan Charge object and the Quote Rate Plan Charge object when creating quotes in CPQ X.

Note that In both Product Rate Plan Charge and Quote Rate Plan Charge, the field should have the same name, and it should be added to the fieldset "Auto Populate Custom Field Values" on the Product Rate Plan Charge object.

Enhancements to CPQ X Tiered charge fields UI

Previously, for tiered licensed products, the values of the tiered charge fields (List Price, Discount, Effective Price) were displayed as hyperlinks (At Tier Level). 

In Quotes version 10.14, we have enhanced the UI of the tiered charge fields in Quote Studio. The tiered charge fields now display the actual Tier List Price, Discount, and Effective Price values based on the quantity instead of hyperlinks (At Tier Level).

Note that if you click the values, the tier dialog modal will appear, where you can add/remove tiers and update other values.

Support for restricting access to Prohibit Backdate Actions feature in Quote studio

In Quotes version 10.14, you can now restrict access to Prohibit Backdate Actions feature to specific profiles for New, Renew, Amend, and Cancel Subscription flows.

Note that if the Prohibited Backdate Actions setting under Admin Config is enabled, it will prevent all profiles from creating update product actions. To exclude profiles, you need to define those profiles in the Restricted Access Config setting.

See Restrict access to features in Quote Studio for more information.

Enhancements to modal pop up when Quote Start Date is moved after product selection

As of version 10.6.1, a modal popup will appear with three choices to prevent errors when adding or updating products to a subscription and changing the Quote Start Date.

Now we've added one more option in Quotes version 10.14, when this option is selected in ramp deals, initial Add Product Actions will realign with the Quote Start Date, but Future Dated Actions will not. Note that this option is only available for Ramp deals.

Here is the updated table that explains all three options:

Quote Option Description
New Quote or Edit Quote Would you like to align all initial Actions of a Rateplan timeline to QSD and keep all future dated actions respectively aligned?
  • Syncs the newly added products’ Contract Effective Date, Service Activation Date, and Customer Acceptance Date with the updated Quote Start Date.
  • Adjust the updated product versions Contract Effective Date, Service Activation Date, and Customer Acceptance Dates to a future date to maintain the interval between the original and updated dates.
  • Add product action, future dated updates, and remove product actions will align with the updated QSD when creating new timelines (Add product, future dated update, and remove product action) in the same quote.
Would you like to align all initial Actions of a Rateplan timeline to QSD and eliminate all future dated actions?
  • Syncs the newly added products’ Contract Effective Date, Service Activation Date, and Customer Acceptance Date with the updated Quote Start Date.
  • Removes all future-dated product actions.
Would you like the Initial Actions of a RatePlan timeline to remain as is?
  • There will be no action performed on the newly added or updated products, and you may see the below error message: The contract effective date should not be earlier than the contract effective date of the basic subscription.
  • It is necessary to manually adjust the product trigger dates to save or submit the quote successfully.
Would you like to align all initial Actions of a Rateplan timeline to QSD and keep all future dated actions unchanged?
  • Syncs the initial add product actions with the updated Quote Start Date.

  • All future dated actions remain unchanged.

Amendment Quote Would you like to align all initial Actions of a Rateplan timeline to QSD and keep all future dated actions respectively aligned?
  • Syncs the newly added products’ Contract Effective Date, Service Activation Date, and Customer Acceptance Date with the updated Quote Start Date.
  • If there is an updated versions of the original product, the Original product line remains unchanged, however, it adjusts the updated product versions Contract Effective Date, Service Activation Date, and Customer Acceptance Dates to a future date to maintain the interval between the original and updated dates.
  • All future dated update actions and remove product actions will align with the updated QSD.
Would you like to align all initial Actions of a Rateplan timeline to QSD and eliminate all future dated actions?
  • Syncs the newly added products’ Contract Effective Date, Service Activation Date, and Customer Acceptance Date with the updated Quote Start Date.
  • Removes all future-dated product actions.
  • Original product line remains unchanged.
Would you like the Initial Actions of a RatePlan timeline to remain as is?
  • There will be no action performed on the newly added or updated products, and you may see the below error message: The contract effective date should not be earlier than the contract effective date of the basic subscription.
  • It is necessary to manually adjust the product trigger dates to save or submit the quote successfully.
Would you like to align all initial Actions of a Rateplan timeline to QSD and keep all future dated actions unchanged?
  • Syncs the initial add product actions with the updated Quote Start Date.

  • All future dated actions remain unchanged.

Note that this feature is not applicable to Renew and Cancel quotes. The Quote Start Date is read-only by default when renewing a Quote, and products are read-only when canceling a Quote.

Further, we have updated Default Settings to support newly added options for Ramp quotes. 

When "Align all Initial Actions of any RatePlan timelines to Quote Start Date" option is selected under "Define the default product alignment when Quote start date is changed after products are added" another toggle input field named "If Ramp is enabled, allow alignment of RP initial actions to QSD AND do not move Future Dated Actions" will appear, which syncs the initial Add Product Actions with the Quote Start Date and Future Dated Actions will remain as is. 

See Configure modal pop-up when Quote Start Date is moved after product selection for more information.

Enhancements to Zuora Quotes End User Permission Set

In Quotes version 10.14, we have assigned zqu.ZQGenerateDocument visual force page access to the Zuora Quotes End User Permission Set. Therefore, you won't see Insufficient Privileges errors when generating PDFs from Salesforce Lightning Experience UI.

Enhancements to Quick Filters

In Quotes version 10.14, Quick filters now support the 'not equals' operator for text type fields under Filter Logic section.

Enhancements to Prohibit Backdate Actions setting

With Quotes version 10.14, the Quote Start Date of the Amendment Quote cannot be backdated if the Prohibit Backdate Actions setting is enabled under Admin Config.

Enhancements to Product Charge Model UI in CPQ X

In Quotes version 10.14, we have enhanced the CPQ X Product Charge Model UI.

For ramp and non-ramp deals, irrespective of charge type

Depending on the value of other fields (e.g., END DATE CONDITION, TYPE, PERIOD, BILLING PERIOD, HOW MANY PERIODS, SPECIFIC END DATE), the product charge model field values will now be hidden/unhidden dynamically. 

For example, suppose you have two charges in one rate plan; the first charge has the END DATE CONDITION field set to Fixed Period. In this case, you need to enter values for UP TO PERIODS TYPE, PERIOD, and UP TO HOW MANY PERIODS fields; therefore, the value input space for those fields will not be hidden.

In contrast, for the second charge, the END DATE CONDITION field is set to Subscription End Date. In this case, there is no need to enter values for the fields mentioned above; therefore, these field values will be hidden.

For ramp deals with recurring charge types

We have implemented logic to identify the charge valid duration and display it in ramp intervals that are relevant but hide it in others. 

For example, suppose you have two charges in one rate plan (ramp deal); the first charge has the END DATE CONDITION field set to Fixed Period. In this case, the first charge will be displayed only in the first interval. 

In contrast, for the second charge, the END DATE CONDITION field is set to Subscription End Date. In this case, the second charge will be displayed at all intervals.

Resolved issue: Unable to create Pending subscription

Previously, there was an issue with creating pending subscriptions in Quotes version 10.13. This issue has been resolved.

Resolved issue: Unnecessary 'Leave Site' notification pop-up in Chrome browser

Previously, when submitting a ramp quote with Salesforce classic mode, you may have encountered an issue where the Chrome browser displays an unnecessary 'Leave Site' notification. This issue has been resolved.

Resolved issue: Selecting different subscription/invoice owners creates duplicate contacts in Zuora

Previously, if you selected different subscription/invoice owners when creating a quote, duplicate contacts might be created in the Zuora environment. This issue has been resolved.

Resolved issue: If QSD updated via Default Values Plugin, product action dates were not aligned with Quote Start Date

Previously, when you updated the Quote Start Date in CPQ X with the Default Values Plugin for non-ramp quotes and added products to the quote, you might have encountered an issue where the product action dates (Contract Effective Date, Service Activation Date, and Customer Acceptance Date) were not synced with Quote Start Date. This issue has been resolved.

Resolved issue: Currency symbol (e.g., $) and discount symbol (%) not displayed in custom fields on charge section

Previously, you might have encountered an issue affecting the Charge Display Fields (zqu__CPQX_Charge_Display_Fields) fieldset on the Quote Rate Plan Object where Currency symbol (e.g., $) and Discount symbol (%) were not displaying in the custom fields on the charge section. This issue has been fixed.

With this fix, Currency and Discount symbols will be displayed in the Quote Studio UI on the charge section. 

Release 10.13.1 (Release Date: 2022-12-21) 

The 10.13.1 release includes the following enhancements and resolved issues.

New Field: Ramp (zqu__Ramp__c) added in Quote object (zqu__Quote__c)

In Quotes version 10.13.1, we have added a new checkbox field called Ramp (zqu__Ramp__c) to the Quote (zqu__Quote__c) object. This field indicates whether the quote is a ramp quote or not. This field will always be set as True in any ramp quote created in 10.13.1 or any subsequent version of CPQ.

You can use ramp__c field in the following ways:

  1. You can configure this field in Quote Studio using the Object Fields Config settings in Zuora Config > Quote Studio Settings.
    For more information, see Configure Quote Studio field editability based on quote type.
  2. You can also configure this field through CPQ X Default Values Plugin by setting quote.zqu__Ramp__c to True and quote.zqu__RampFrequency__c to one of the supported picklist values.

Ramp quotes created before 10.13.1 have Ramp__c set to false. However, quotes will appear as ramp quotes in the Quote studio UI and will continue to operate as before 10.13.1.

You can set Ramp__c to true using the following two methods in any customization or the Object Fields Config settings for ramp quotes created before 10.13.1.

Method 1: 

  1. Click Edit Quote (New) to open the quote in the Quote Studio,
  2. Make any necessary changes (so that the preview call will happen).
  3. Undo the changes (if not necessary).
  4. Click Save and Submit.

Method 2: 

This method is recommended for large numbers of quotes, and developer assistance is required.

In Salesforce anonymous window, you can do a SOQL query to find quotes and update using ‘update’ DML.

Query to finds ramp quotes whose ramp__c is false: Select Id, zqu__Ramp__c from zqu__Quote__c where zqu__RampFrequency__c != null and zqu__Ramp__c = false and zqu__Status__c = 'New'

Note that Ramp quotes created from the CPQ 9 version will continue to work as before.

Release 10.13 (Release Date: 2022-12-15) 

The 10.13 release includes the following enhancements and resolved issues.

Quote Studio enhancements and resolved issues

The following enhancements and resolved issues are only applicable to Quote Studio and its corresponding settings.

Enhancements to error notifications in CPQ X

In previous versions of CPQ X, error notifications automatically disappeared after timeout (15 seconds).

With Quotes version 10.3, error notifications won't fade out, and toast messages can be closed manually.

Support for restricting access to Ramp toggle in Quote studio

In version 10.13, you can now restrict access to create ramp quote to specific profiles for New, Renew, Amend, and Cancel Subscription flows.

To do so, take the following steps:

  1. In your Salesforce org, navigate to Zuora Config > Quote Studio Settings > Restricted Access Config.
  2. Select Ramp Quote Creation from the Feature Name dropdown field.
  3. Select the profiles using the Multi-Select Picklist under the Profiles dropdown.
  4. Tick in the required quote flow type (New, Amend, Renew, and cancel).
  5. Click Save. Quote studio will not display the selected feature for the selected profile.

Improvements Quote Studio performance

We have redesigned the below processes in CPQ X to improve performance:

  • FieldSet loading 
  • Component state & preview call execution 
  • MetricState memory usage

Enhancements to Quote metrics

Previously, quote metrics were saved only when the legacy quote details page loaded.

As of Quotes version 10.13, quote metrics are saved when you Save or Submit the quote. Therefore, when you open the quote details page, you will be able to see the quote metrics right away.

Enhancements to “View Amend Quote as of Quote Start Date” setting

In Quotes version 10.13, the View Amend Quote as of Quote Start Date setting under Zuora Config > Advance Quote Configuration Settings will not be applicable to ramp quotes. Only non-ramped quotes will be affected by this setting now. 

When this setting is enabled, amendment quotes will only display the last charge segment of a charge.

S-Docs Integration with Zuora CPQ for enhanced Quote Template management

In Quotes version 10.13, S-Docs can now be integrated with Salesforce. Since it is natively built on the Salesforce platform, it works lightning-fast and is highly secure and easy to use for document generation. 

To use S-Docs, you must configure templates related to your custom or standard objects. Multiple templates can be configured, and you can select one to generate the document in the process.

See S-Docs integration with Salesforce and Creating templates in S-Docs for more information.

The S-Docs feature is in the Early Adopter phase. We are actively soliciting feedback from a small set of early adopters before releasing it as generally available. If you want to join this early adopter program, submit a request at Zuora Global Support.

Enhancements to Quote Studio Admin Config settings

As of version 10.13 of Quotes, the following Admin Config setting have been enhanced:

We have changed the name of the setting "Update Amendment Quotes as of Original/Subscription Term Start Date" to "On Amendment Quotes, Default new Product Update Actions to Original Product Add Date". If this setting is enabled, adding a new product in a ramped quote will default to the Interval Start Date, whereas if the setting is off, adding a new product will default to the Quote Start Date.

Note that using Prohibit Backdate Actions and On Amendment Quotes, Default new Product Update Actions to Original Product Add Date settings together is not possible since the two settings conflict.

See Configure Quote Studio admin settings for more information.

Resolved issue: Unable to select ramp interval in CPQ X

Previously, you might have encountered an issue selecting ramp interval when renewing or amending a quote in CPQ X. This issue has been resolved.

Resolved issue: Error when creating amendment quote

Previously, when creating an amendment quote without changing the charges, an error would appear stating, "Message: CompositeAmendmentProcessor.ifCreateSubscriptionOrderAction(): orderActions could not be empty". This issue has been resolved.

Quotes version 10.13 shows the following notification when you create an amendment quote without changing anything on the charges: There are currently no actions (add, update, remove) made on this quote. You cannot preview metrics, nor send this quote to Zuora, until some action is made.

Resolved issue: Unintended amendment quote created when clicking Save without editing fields in discount modal

Previously, when creating an amendment or renewing a quote, you may encounter an unwanted amendment quote if you click Save without editing the discount modal fields. This issue has been resolved.

As of Quotes version 10.13, the Save button in the discount modal will only be enabled when any changes are made.

Resolved issue: Currency field in Quote Studio Settings allows invalid input

Previously, you could save invalid input in the Currency field under Quote Studio settings > Default Settings because it is a text field. This issue has been resolved.

With Quotes version 10.13, we have changed the currency field data type from text to picklist. The currency field now displays the picklist-formatted values defined in the quote object.

Resolved Issue: Fixes with field level security for Initial Term Period Type field in CPQ X

The issue with the Initial Term Period Type field not respecting Field Level Security settings has been fixed. Now you can restrict access to the Initial Term Period Type field via Profile settings in CPQ X.

Resolved Issue: Quote metrics are not loading on read-only quote details page

Previously, the read-only quote details page required you to refresh the browser to update the quote metrics based on the latest product changes. This issue has been resolved.

In Quotes version 10.13, you will see an immediate update to the quote metrics as soon as you click Save or Submit.

Resolved issue: Updates to the Quote Rate Plan Charge custom picklist field also update the Original Quote Rate Plan Charge custom picklist field in CPQ X

In the past, when you updated a Quote Rate Plan Charge custom picklist field in CPQ X, the original Quote Rate Plan Charge custom picklist field would also be updated.

General enhancements and resolved issues

The enhancements and resolved issue in this section are applicable to Zuora Quotes components other than Quote Studio, or both Quote Studio and other components in Zuora Quotes.

Enhancements to Quote Metrics calculation

Previously, when InvoiceTargetDate was set, Quote Metrics would only preview based on InvoiceTargetDate. Otherwise, it would preview according to the Calculate Quote Metrics Through setting under Zuora Config > Default Value Settings. Due to this behavior, you might encounter issues when creating Quote PDFs with metrics for the entire term. This issue has been resolved.

In Quotes version 10.13, no matter what the InvoiceTargetDate is, the Quote Metrics are calculated based on the Calculate Quote Metrics Through setting.

Resolved issue: Error when opening quote in CPQ 9

Previously, when you open a quote in CPQ 9, you might encounter an error stating System.TypeException: Invalid decimal. This error is due to null discount values in the ProductRatePlanChargeTier object. This issue has been resolved.

Release 10.12.3 (Release Date: 2022-12-02) 

The 10.12.3 release includes the following enhancements and resolved issues.

Quote Studio enhancements and resolved issues

The following enhancements and resolved issues are only applicable to Quote Studio and its corresponding settings.

Resolved issue: Error when creating an amendment or renewal quote against original subscription with future dated remove action

Previously, when you create an amendment or renewal quote against an original subscription with a future-dated remove action, you might encounter the following error message: eventProperties={errorMessage=Javascript Error: Uncaught render threw an error in 'zqu:configTable' [Cannot read properties of undefined (reading 'charges')]. This issue has been resolved.

Release 10.12.2 (Release Date: 2022-11-30) 

The 10.12.2 release includes the following enhancements and resolved issues.

Quote Studio enhancements and resolved issues

The following enhancements and resolved issues are only applicable to Quote Studio and its corresponding settings.

Resolved issue: When renewing the quote, additional Quote Charge Summary is created with a mismatched Quote Rate Plan

Previously, When updating the products using the Edit Quote (New) button in renew quote, you might have encountered an issue where additional Quote Charge Summary records were created with mismatched Quote Rate Plan. This issue has been resolved.

Release 10.12.1 (Release Date: 2022-11-21) 

The 10.12.1 release includes the following enhancements and resolved issues.

Quote Studio enhancements and resolved issues

The following enhancements and resolved issues are only applicable to Quote Studio and its corresponding settings.

Support for tooltips in Quote Studio UI for standard and custom Salesforce fields

In Quotes version 10.12.1, you can now add tooltips and descriptions to standard and custom Salesforce fields. These tooltips will appear on hover or when clicked. 

To do so, take the following steps:

  1. Click Setup icon and select Setup. The Setup homepage opens.
  2. Click the Object Manager tab. 
  3. Select the desired Object and its field from the list.
  4. Click Edit 
  5. Enter the description for the tooltip in the Help Text field.
  6. Click Save.

Enhancement to CPQ X rules engine validation message format

In Quotes version 10.12.1, when the rules engine runs, and there are messages corresponding to rules, the messages will be displayed on the screen automatically for the first time. Messages related to the rules engine can also be viewed on the notification icon.

Note that the notification icon appears only if there are any rules engine-related messages.

Resolved issue: Error occurs when quote name exceeds 80 characters

Previously, You might encounter the following error if the quote name exceeded 80 characters when amending, canceling or renewing a quote:
Error Creating Amendment Quote: Attempt to de-reference a null objectdismiss message
Error Loading Subscriptions: Argument cannot be null.dismiss message

This issue has been resolved.

Resolved issue: Error occurs when clicking New Billing Account button

Previously, clicking the New Billing Account button might resulted in a Javascript error. When the currency field is added to multiple fieldsets at the same time, this error occurs. This issue has been resolved. 

In Quotes version 10.12.1, you can now add currency field to multiple fieldsets.

Resolved issue: Error occurs when updating Contract Effective Date for update product action

Previously, you might have encountered an error stating Set on Proxy : trap returned falsish for property void action when updating the Contract Effective Date for update product action. This issue has been resolved.

Resolved issue: Remove product action not appearing in Quote Studio UI

Previously, when amending a quote, you might encounter an issue with the UI not displaying the remove product action for the products renewed earlier. This issue has been resolved.

Resolved issue:  Product list does not refresh after removing input search text

Previously, you might have noticed that the product list does not refresh when you remove the input search text in the product selection modal. This issue has been resolved.

Resolved issue: Service Activation Date and Customer Acceptance Date not populated on Order Action Details

Previously, you might have noticed that the Order Action Details (accessed by clicking the date on a Product Action) did not display the Service Activation Date and Customer Acceptance Date when updating an existing product to a future date in an amendment quote. This issue has been resolved.

General enhancements and resolved issues

The enhancements and resolved issue in this section are applicable to Zuora Quotes components other than Quote Studio, or both Quote Studio and other components in Zuora Quotes.

Support to make custom fields mandatory in CPQ 9

In Quotes version 10.12.1, you can now define individual custom fields in Quote Rate Plan Charge Object as mandatory fields. Quote Rate Plan Charge object fields in the product summary page will honor field validation based on whether they are marked as required.

To do so, take the following steps:

  1. Click Setup icon and select Setup. The Setup homepage opens.
  2. Click the Object Manager tab. 
  3. Find the Quote Rate Plan Charge (zqu__QuoteRatePlanCharge__c) and click the object label. 
  4. Click Field Sets in the left navigation menu.
  5. Find the Display Charge Fields fieldset.
  6. Select the Field Set Item Properties icon for each field to mark it as required.
  7. Click Save.

Release 10.12 (Release Date: 2022-11-10) 

The 10.12 release includes the following enhancements and resolved issues.

Quote Studio enhancements and resolved issues

The following enhancements and resolved issues are only applicable to Quote Studio and its corresponding settings.

Enhancements to Object Fields Config setting

In Quotes version 10.12, we have added None as a dropdown property for New, Renew, Amend, and Cancel quotes fields under Quote Studio Settings > Object Fields Config.

Now you can select the option None from the dropdown list to clear the chosen behavior (Read Only, Disabled, or Hidden) without deleting the field entry.

New Global Method to update Quote Start Date and align product actions

In Quotes version 10.12, a new global method named updateQuoteStartDate was added to the zQuoteUtil class to update Quote Start Date and align product actions in relation with Quote Start Date.

See zQuoteUtil Class for the method signature.

Enhancements to Ramp Interval Length field

In Quotes version 10.12, if the Ramp toggle is enabled in Quote Studio and the Ramp Interval Length is not selected when saving or submitting, a warning message will appear stating, "Ramp Interval Length is Required, When Ramp Toggle is enabled."

Enhancements to configure modal pop-up when Quote Start Date is moved after product selection

As of Quotes version 10.8, you can customize the default option you want to see or execute in CPQ X UI when you add or update products on the subscription and change the Quote Start Date by configuring the Default Settings under Quote Studio Settings.

In Quotes version 10.12, we have added a new toggle input field called Allow users to select an option other than the default. After enabling the Show Quote Start Date toggle, you will see this new input field. 

When "Allow users to select an option other than the default" toggle input field is enabled, you will see a modal with all three options when you change the Quote Start Date after product selection. 

You will be able to select a different option if desired, but the initial option defined under Define the default product alignment after products are added setting will be selected by default. If you choose Cancel, the modal will close, and the Quote Start Date will remain with all product actions configured as before, or if you select Continue, the modal will close, and the selected option will be carried out.

Support for configuring Quote Information Panel on Billing Account Selection page

With Quotes version 10.12, you can now configure the Quote Information Panel fields on the Billing Account Selection page using the fieldset named “zqu__CPQX_SelectBillingAccount_Quote_Info”.

Note that you will not be able to see the Quote Information panel on the Billing Account Selection page if you remove all the fields from the fieldset.

For more information, see Customize field sets for CPQ X.

Resolved issue: Quote currency does not match Opportunity currency

Previously, when creating a new billing account or subscription from opportunity, the currency field was populated depending on the Zuora Config Setting and the Default Values Plugin. This issue has been resolved.

With Quotes version 10.12, currency values are now inherited from opportunity when creating a new billing account or subscription from opportunity.

Resolved issue: Error when updating charges in amendment quote

Previously, if you updated charges other than discount charges on a product rate plan with a discount percentage in an amendment quote, you might have encountered an error message stating,  “|FATAL_ERROR|System.NullPointerException: Argument cannot be null”. This issue has been resolved.

Resolved issue: Quote currency does not match Account currency

Previously, when creating a new billing account or subscription from Account, the currency field was populated depending on the Zuora Config Setting and the Default Values Plugin. This issue has been resolved.

With Quotes version 10.12, currency values are now inherited from the Account when creating a new billing account or subscription from the Account.

Resolved issue: Amend List Price to Effective Price setting not working in CPQ X

Previously, you might have noticed that the Amend List Price to Effective Price setting was not working in CPQ X. This issue has been resolved.

Now the List Price will always equal the Effective Price in a renewal or amendment quote.

Error when installing or upgrading a package

Previously, when installing or upgrading a package, you might have encountered the following error message: "No clean data columns available for custom fields.". 

The following external Salesforce documentation provides the workaround that should solve this issue: Error 'Unable to Access Page' or 'No Clean Data Columns' when installing a package.

Resolved issue: Terms and Conditions Action not created when Renewal Term field is updated on Renewal Quote

Previously, if the Rules Engine was ON in Quote Studio, you might encounter an issue where the Terms and Conditions Amendment action was not created when the Renewal Term field was updated on a Renewal Quote. This issue has been resolved.

Resolved Issue: First interval date of Ramp quote is not aligned with Term Start Date

Previously, if you created a ramp quote, you might have encountered an issue where the first interval date might not have aligned with the Term Start Date (TSD), even if the Term Start Date was provided. This issue has been resolved.

With Quotes version 10.12, if the Term Start Date is provided, the ramp quote's first interval date will be aligned with the Term Start Date. In the absence of a Term Start Date, the ramp quote's first interval date will align with the Quote Start Date (QSD), and the Term Start Date in the Order Request will be set to the Quote Start Date.

Resolved issue: Contract Effective Date field for Add, Remove, and Update product actions for amendment quotes is validated against Quote Start Date

Previously, if you created an amendment quote, you may have noticed that the Contract Effective Date field was validated against the Quote Start Date, so the Contract Effective Date of update actions cannot be set earlier than the Quote Start Date. This issue has been resolved.

With Quotes version 10.12, the Contract Effective Date field will be validated against the Original Subscription Contract Effective Date.

Resolved issue: Add product action for new ramp quotes defaults to the Term Start Date (TSD) if TSD is added to the fieldset

Previously, when adding products to a new ramp quote, the add product action defaulted to the Term Start Date (TSD) when the TSD was provided and included in the fieldset. This issue has been resolved.

In Quotes version 10.12, when you add products to a new ramp quote, the add product action will now default to Contract Effective Date (CED). The CED of the subscription is derived from the Quote Start Date (QSD) of the Quote.

Release 10.11.4 (Release Date: 2022-10-31) 

The 10.11.4 release includes the following enhancements and resolved issues.

Quote Studio enhancements and resolved issues

The following enhancements and resolved issues are only applicable to Quote Studio and its corresponding settings.

Enhancements to remove undeleted Quote child objects

Previously, when you saved a ramp quote, then modified the ramp interval length from a higher value to a lower value, you might have observed that the previously saved quote was not removed when you saved the quote for a second or third time. Also, you would have encountered an error.

Quotes version 10.11.4 includes an enhancement to remove previously saved quotes that are marked for deletion.

Resolved issue: Error when the custom ramp interval duration is changed frequently

Previously, when you frequently change the custom ramp interval duration of the quote, you might have encountered an error message stating,  “|FATAL_ERROR|System.NullPointerException: Argument cannot be null”. This issue has been resolved.

Resolved issue: Unable to create new subscription quote if Multi-Entity is enabled in CPQ X

Previously, if Multi-Entity was enabled, you might have seen a blank window with a loading spinner Icon when you clicked the New Quote (New) button to create a new subscription. This issue is now resolved.

Resolved issue: Incorrect currency value in List Price field when amending or renewing quotes in CPQ X

Previously, when creating an amendment or renewing a quote, you might have encountered an issue where the currency was displayed differently than the original currency in the List Price field in Quote Studio UI. This issue is now resolved.

Resolved issue: Error when creating amendment or renewing subscription for Discount-Percentage charge model

Previously, when creating amendments or renewing subscriptions for the Discount-Percentage charge model, you would encounter an error stating [Cannot read properties of null (reading 'toLocaleString')] Failing descriptor: {markup://zqu:chargeFieldInput}. This issue has been resolved.

Release 10.11.3 (Release Date: 2022-10-26) 

The 10.11.3 release includes the following enhancements and resolved issues.

Quote Studio enhancements and resolved issues

The following enhancements and resolved issues are only applicable to Quote Studio and its corresponding settings.

Resolved issue: Incorrect calculation of Effective Price on Quote Rate Plan Charge for tiered license product

Previously, you might have noticed that the Effective Price for tiered license products was calculated incorrectly on the Quote Rate Plan Charge. This issue is now resolved.

Delta Discount TCB field available to be added to zqu__CPQX_Quote_Detail_Charge_Display_Fields fieldset

In Quotes version 10.11.3, you can now make the Delta Discount TCB (zqu__DeltaDiscountTCB__c)  field displayed on the Quote Details CPQ X Lightning layout by adding it to the zqu__CPQX_Quote_Detail_Charge_Display_Fields fieldset.

Release 10.11.2 (Release Date: 2022-10-20) 

The 10.11.2 release includes the following enhancements and resolved issues.

Quote Studio enhancements and resolved issues

The following enhancements and resolved issues are only applicable to Quote Studio and its corresponding settings.

Enhancements to Zuora Parent Billing Account ID field in Quote Studio UI

In Quotes version 10.11.2, we have improved the usability of Zuora Parent Billing Account ID field in the Quote Studio UI. Now the Zuora Parent Billing Account ID field acts as a lookup field that allows you to select the Parent Billing Account.

See Zuora Parent Billing Account ID Field for more information.

Delta TCB field available to be added to zqu__CPQX_Quote_Detail_Charge_Display_Fields fieldset

In Quotes version 10.11.2, you can now make the Delta TCB field displayed on the Quote Details CPQ X Lightning layout by adding it to the zqu__CPQX_Quote_Detail_Charge_Display_Fields fieldset.

General enhancements and resolved issues

The enhancements and resolved issue in this section are applicable to Zuora Quotes components other than Quote Studio, or both Quote Studio and other components in Zuora Quotes.

Resolved issue: One-time charge not displayed in amendment quote

Previously, when the Trigger Date of the one-time charge was before the Term Start Date of a subscription, you might have noticed that the one-time charge was not displayed in the amendment quote.

This issue only occurs when the Store Existing Products setting is enabled under Zuora Config > Advanced Quoting Configuration Settings. This has been resolved.

Release 10.11.1 (Release Date: 2022-10-18) 

The 10.11.1 release includes the following enhancements and resolved issues.

Quote Studio enhancements and resolved issues

The following enhancements and resolved issues are only applicable to Quote Studio and its corresponding settings.

Enhancements Remove product action for new, amend, and renewal quotes

In version 10.11.1, for the newly added product, the minimum date allowed in the Effective Date field (date picker field) on the Remove Product Action is the day following its Effective Charge Date. For example, if the Effective charge Date of the product is May 1 (N), then the minimum effective date allowed for Remove Product Action will be May 2 (N+1). This means Remove Product Action cannot occur with an effective date prior to May 2 (N+1).

For existing products on the amendment and renewal quotes, the minimum date allowed in the Effective Date field (date picker field) on the Remove Product Action is the Effective Charge Date of that product. For example, if the Effective Charge Date is May 1 (N), then the minimum effective date allowed for Remove Product Action will be May 1 (N). This means Remove Product Action cannot occur with an effective date prior to May 1 (N).

Resolved issue: Unable to apply credit balance in CPQ X

Previously, when you enabled Apply Credit Balance under Quote Configuration Settings, the credit balance on a customer account was not applied to invoices when a new subscription was created and sent to Zuora from Salesforce. This issue has been resolved.

Note that Apply Credit Balance setting must be used in conjunction with Enable Billing Docs Override setting to apply the credit balance in the Orders.

Resolved issue: Unable to filter subscriptions using Billing Account Plugin

Previously, when you enabled the Billing Account Plugin to filter subscriptions, the filter didn't work as expected because all subscription records were not returned from CPQ. This issue has been resolved.

Resolved issue: Cannot build metric objects for the following amendment type: RemoveProduct error when removing charge in CPQ X

Previously, if the effective date of the charge begins on the last day of the subscription term period, you might have encountered an error message stating that "Cannot build metric objects for the following amendment type: RemoveProduct" when trying to remove the product from an amendment quote. This issue has been resolved.

Resolved issue: Quote metrics are inaccurate due to undeleted Quote child objects

Previously, when you created a ramp quote and saved it with a particular ramp frequency and initial term, then modified the details, such as the initial term and ramp interval length, and saved it again. This would result in the subscription term end date being affected and the ramp interval being reduced accordingly. Thus, you may have observed that the previously saved quote was not removed when you saved the quote for a second or third time, resulting in inaccurate quote metrics calculations.

Also, you may have experienced the same issue as above when you created and saved a quote with future-dated actions, then modified the Quote Start Date with an option as “Would you like to align all initial Actions of a Rateplan timeline to QSD and eliminate all future dated actions?”

With Quotes version 10.11.1, both issues have been resolved. As a result, if you modify a quote and send it to Zuora, the quote metrics are calculated accurately.

Resolved issue: Newly created custom formula field/custom field does not display its values on the Product and Charges selector page

In Quotes version 10.2, we enhanced to support the custom formula field on the Quote Rate Plan Charge (zqu__QuoteRatePlanCharge__c) object to display values in the Product and Charges Selector page. Due to the functionality of this feature, it broke the existing feature Display Custom Fields on Quote Rate Plan Charge. This issue has been resolved.

In Quotes version 10.11.1, you can now create the custom formula field or custom field to display values on the Product and Charges Selector page.

Resolved issue: Error when field is updated in the object during rules processing in CPQ X

Previously, when a field is updated in the object during rules processing, you might encounter an error since the application checks for update access explicitly. This issue has been resolved.

In Quotes version 10.11.1, the application will no longer check the update access. The backend process now runs in system mode without checking the update access.

Resolved issue: Object Field Config settings for Discount and Discount Level fields in modal pop-up not working

Previously, you might have noticed that the Object Field Config settings for Discount and Discount Level fields in the modal pop-up were not working. This issue has been resolved.

Resolved issue: Guest users are not able to send quotes from Salesforce to Zuora via Send to Zuora option

Previously, you may have encountered an issue where guest users could not send quotes from Salesforce to Zuora via Send to Zuora option. This was because we fixed several changes related to Salesforce security. This issue has been resolved.

Resolved issue: Cancellation Date field not aligned with Effective Cancellation Date field

Previously, when canceling a quote, you might have noticed that the Cancellation Date field was not aligned with the dropdown selection in the Effective Cancellation Date field. This issue has been resolved.

In Quotes version 10.11.1, Salesforce will explicitly call Zuora when the cancellation details page loads to obtain the actual cancellation date.

Resolved issue: Payment method not synced with Quote for New Billing Accounts when sending it to Zuora using Global Method

Previously, if you added a payment method ID to a quote for a New Billing Account and attempted to send it to Zuora using Global Method in an Orders enabled org, you might have encountered an issue where the payment method did not sync with Zuora. Also, you might have encountered “message” : “Electronic payment needs electronic payment method.” error. This issue has been resolved.

Resolved issue: Error when submitting a quote with future updates

Previously, if you created a new subscription with future updates, you might have received an error message stating, “You have to update at least one object among charges, customFields and features to proceed with the UpdateProduct order action” when submitting a quote to Zuora. This issue has been resolved.

Release 10.11 (Release Date: 2022-10-04) 

The 10.11 release includes the following enhancements and resolved issues.

Quote Studio enhancements and resolved issues

The following enhancements and resolved issues are only applicable to Quote Studio and its corresponding settings.

Enhancements to subscription name display in the Billing Account Selector table

Previously, the subscription name text would continue into the next column (Products/Rate Plans) without text wrapping in the Billing Account Selector table. 

In Quotes version 10.11, the subscription name is now correctly displayed in the billing account selector table with improved user experience.

Support for configuring default value for Payment Term field in CPQ X

In Quotes version 10.11, you can now set the default value for the Payment Term field for new quotes by navigating to Zuora Config > Quote Studio Settings > Default Settings. With this default setting configured, the Payment Term field is automatically populated with the default value when a new quote page is loaded.

If you want to display the Payment Term field in the UI, you need to add the field to the CPQX_Subscription_Terms_And_Conditions fieldset.

See Update default settings for more information.

Support for Custom Action Plugin in Zuora Rules Engine for CPQ X

Previously, CPQ X did not support the existing Custom Action Plugin for the rules engine. This has now been fixed.

In Quotes version 10.11, we have made enhancements to the Rules Engine framework so that it can be used for CPQ X. You can now implement custom action plugins and apply the custom actions in the rules for CPQ X. 

See Custom Action Plugin for the plugin attributes, methods, and code sample.

Enhancements to Quick Filters

In Quotes version 10.11, we have added the Profile object and related fields under filter logic in the Quick Filters. Now you can map fields of a product or product rate plan with the respective field of the Profile object in the filters.

Resolved issue: Error when editing ramp subscription intervals in CPQ X

Previously, when you created a ramp deal and added a product rate plan with two charges, for example, a flat fee charge and a discount percentage charge. You might have received the “Charge can only be updated before its terminal” error when editing the flat fee charge field for the second or third interval if the discount percentage charge does not apply to that interval. This issue has been resolved.

Resolved issue: No picklist field in CPQ X has None as a dropdown selection

Previously, CPQ X had no picklist field with None as a dropdown selection. Therefore, you could not clear the value selected from the picklist. This issue has been resolved.

In Quotes version 10.11, the picklist fields that you create in your Salesforce org now have None as a dropdown selection.

Note that you will only see None as a dropdown selection in the custom picklist fields. In Standard managed package fields, this option will not be available.

General enhancements and resolved issues

The enhancements and resolved issue in this section are applicable to Zuora Quotes components other than Quote Studio, or both Quote Studio and other components in Zuora Quotes.

Enhancements to configurability of amendment quotes

For better configurability and usability of amendment quotes, we have introduced a new setting called View Amend Quote as of Quote Start Date under Zuora Config > Advanced Quoting Configuration Settings.

When this setting is enabled, amendment quotes will only display the last charge segment of a charge.

Note that this setting must be used in conjunction with Enable Orders and Store Existing Products settings.

See Advanced Quoting Configuration Settings for more information.

Release 10.10.3 (Release Date: 2022-09-28) 

The 10.10.3 release includes the following enhancements and resolved issues.

Quote Studio enhancements and resolved issues

The following enhancements and resolved issues are only applicable to Quote Studio and its corresponding settings.

Resolved issue: Incorrect currency value in List Price field when amending or renewing quotes in CPQ X

Previously, when creating an amendment or renewing a quote, if you enabled a currency other than USD, you might have encountered an issue where the currency was displayed as USD rather than the original currency in the List Price field in Quote Studio UI. As a result, the Discount percentage was miscalculated. This issue has been resolved.

Release 10.10.2 (Release Date: 2022-09-21) 

The 10.10.2 release includes the following enhancements and resolved issues.

Quote Studio enhancements and resolved issues

The following enhancements and resolved issues are only applicable to Quote Studio and its corresponding settings.

Support to add Usage charges with Overage Pricing Charge Model in CPQ 9 and CPQ X

In Quotes version 10.10.2, you can add Usage charges with Overage Pricing as a charge model in CPQ 9 and CPQ X. You must enable the Store Existing Products setting under Zuora Config > Advanced Quoting Configuration Settings to add usage charges.

When you add products with usage charges to a new quote, Included Units and Number of Periods will be populated with their respective values from Zuora Product Catalog.

In amendment quotes, the Number of Periods field will be read-only. To update the Number of Periods field, remove the original product and replace it with the products with usage charges and update the Number of Periods.

Support to create Remove Product Amendment Action in Amendment Quote to remove a One Time Charges in CPQ X

In Quotes version 10.10.2, you can now create Remove Product Amendment Action in Amendment quote to remove a One Time Charges.

Support for setting a different Initial Term period type

Previously, when you select Initial Term Period Type other than months, you might encounter the following error:

Javascript Error: Uncaught Action failed: zqu:quoteStudio$controller$updateQuote [Invalid time value] throws at https: //zuorainc-e-dev-ed--zqu.visua..._prod.js:94:15. Caused by: Action failed: zqu:quoteStudio$controller$updateQuote [Invalid time value]
This issue has been resolved.

In Quotes version 10.10.2, the Initial Term Period Type (zqu__InitialTermPeriodType) field now supports the following term period types:

  • Day
  • Week
  • Month
  • Year

Resolved issue: Existing Zuora Account and Subscription Information details are not cleared when selecting Maintain Quote

Previously, when you select Maintain Quote to create a new billing account or select a different billing account, you might have experienced an issue where the Existing Zuora Account and Subscription Information details were not cleared. This issue has been resolved.

Resolved issue: Error when Auto-Renew is set to active and the Subscription Term Type is changed from Termed to Evergreen

Previously, if you enabled the Auto-Renew option under Quote Studio Settings > Default Settings and changed the Subscription Term Type from Termed to Evergreen when creating a subscription, the following error would occur: Error Processing Quote At Previewing: Code: 58730030, Message: AutoRenew is invalid for Evergreen subscription. This issue has been resolved.

Resolved issue: List Price for usage-based products appears as $0 when amending or renewing quotes

Previously, in Quote Studio, the List Price was displayed as $0 when amending or renewing a quote for usage-based products. This issue has been resolved.

Resolved issue: All contacts are not displayed in the Custom Lookup field

Previously, in Quote Studio when adding a custom lookup field with contact as Parent, it displayed only contacts related to the selected account instead of all contacts. This issue has been resolved.

This fix only applies to custom fields and not managed package fields such as BillToContact, SoldToContact, etc.

Resolved issue: Issue with Collapse or Expand Quote Panel and Subscription Panel in Quote Studio

As of Quotes version 10.8, we introduced support to configure the Quote Panel and Subscription Panel to collapse or expand during page load from the Quote Studio Settings Page for New, Renew, Amend, and Cancel subscription flow. You might have encountered issues with this feature when creating a quote for a new billing account. This issue has been resolved.

In Quotes version 10.10.2, the Quote Panel and Subscription Panel will now respect the settings under Zuora Config > Quote Studio Settings > Component Layout Config.

Note that the Quote and Subscription Panels are set to expand by default.

Resolved issue: Bill to Contact and Sold to Contact fields are not auto-populated when creating a quote for an existing billing account

Previously, when you create a quote for an existing billing account, you might have encountered that the Bill to Contact and Sold to Contact fields were not auto-populated. This is because when you type mailing addresses in Salesforce contacts, Zuora splits the address into two fields. As a result, Salesforce contact information does not match Zuora tenant billing information. This issue has been resolved.

Resolved issue: Bill to Contact and Sold to Contact fields default to the first contact in the list when creating new quote

Previously, when you created a new quote, the Bill to Contact and Sold to Contact fields were automatically populated with the first contact in the list. This issue has been resolved.

Resolved issue: OpportunityId value missing on BillingAccountPlugin when creating a quote from opportunity in CPQ X

Previously, you might have noticed that OpportunityId value missing from BillingAccountPlugin when creating a new subscription quote from an opportunity. This issue has been resolved. 

Release 10.10.1 (Release Date: 2022-09-14) 

The 10.10.1 release includes the following enhancements and resolved issues.

Quote Studio enhancements and resolved issues

The following enhancements and resolved issues are only applicable to Quote Studio and its corresponding settings.

Support for creating Drawdown charges along with Prepaid charges in CPQ X

CPQ X now allows you to create a quote with Drawdown charges along with Prepaid charges.

See Create Prepaid Subscription for more information.

Support for configuring Subscription object fields in Quote Studio

CPQ X now allows you to configure the display of Subscription object fields in Quote Studio using the Object Fields Config settings in Zuora Config > Quote Studio Settings.

For more information, see Configure Quote Studio field editability based on quote type.

Resolved issue: Unable to create new subscription quote with Renewal Term of zero in CPQ X

Previously, when creating a new subscription quote with Renewal Term set to zero, you would encounter a warning indicating The number is too low under the Renewal Term field. This issue has been resolved.

In Quotes version 10.10.1, you can now create a new subscription quote with a Renewal term of zero months to indicate a non-renewable quote.

Resolved issue: Remove product action for new and amended quotes has an incorrect effective date

Previously, you might have encountered incorrect effective dates when removing products from new and amendment quotes. This issue has been resolved.

In version 10.10.1, for a new subscription quote, the effective date of the Remove Product Action will default to the day following the Contract Effective Date of the Add Product Action. For example, if the Contract Effective Date of the Add Product Action is June 1 (N), then the effective date for Remove Product Action will be June 2 (N+1).  

For amendment quotes, the Contract Effective Date of the Remove Product Action on an Original Product will default to the Quote Start Date. For example, if the Quote Start Date is June 1, then the default effective date for the Remove Product Action will also be June 1.

Additionally, suppose the setting Prohibit Backdate Actions is not enabled. In that case, it will be possible to create a Remove Product Action as early as the same date the original product was added to the subscription (this could result in a chargeback scenario, as you may be backdating the removal of a product that has been billed for).

In the case of a newly added product on the amendment quote, the Remove Product Action will default to N+1 (where N is the contract effective date of the Add Product Action), and it will not be possible to set the Remove Product Action to occur before N+1. This means a Remove Product Action cannot occur the same day as an Add Product Action for the same product. 

If you would like to delete a newly added product from an Inflight Quote, please use the X icon on the right side of the product table.

Resolved issue: Default picklist value not populating in the custom field when creating a new subscription quote

Previously, you might find that if you set a default picklist value for the custom field in Quote Studio fieldset, the configured default picklist value would not populate in the custom field when creating a new subscription quote. This issue has been resolved.

Resolved issue: Incorrect currency in List price and Effective price when currency field is removed from the CPQX_Subscription_Billing fieldset on Quote object

Previously, if you enabled currency other than USD and removed the currency field from the CPQX_Subscription_Billing fieldset from the Quote object, in that case, you might have encountered currency displayed as USD instead of the original currency in the List price and Effective price in the Quote Studio UI.

Resolved issue: Error when entering decimal values in charge fields that are not present on the Display Scale Settings page

Previously, in Quote Studio when you entered decimal values in charge fields, you would encounter an error if the respective charge field (for example - Included Units) was not present on the Display Scale Settings page. This issue has been resolved.

In Quotes version 10.10.1, the charge fields that are not present on the Display Scale Settings page are not restricted to whole numbers. With this enhancement, you have the flexibility to add decimals according to your field definition requirements.

Resolved issue: Error when creating an amendment quote against a Subscription with a future dated Service Activation Date (SAD) or Contract Acceptance Date (CAD)

This relates only to Quote Studio and Pending Subscription functionality.

Previously, when you create an amendment quote against a Subscription with a future dated Service Activation Date (SAD) or Contract Acceptance Date (CAD), you might encounter the following error message: Error Processing Quote At Previewing: Code: 58730030, Message: The contract effective date should not be earlier than the customer acceptance date of the basic subscription. This is because the Quote Start Date aligns with the Contract Effective Date of the Amendment when creating an amendment quote. Also, it is not possible to update a subscription before its Service Activation Date or Customer Acceptance Date (if SAD/CAD are set to required in Zuora Billing Settings).

In Quotes version 10.10.1, When you create an amendment quote, the Quote Start Date will now be aligned with the Service Activation Date (SAD) or Contract Acceptance Date (CAD), whichever is later. Whenever you attempt to change the Quote Start Date before Service Activation Date (SAD) or Contract Acceptance Date (CAD), whichever is earlier, you will see a below Warning pop-up message.

Resolved issue: Incorrect calculation/proration of charges when the Quote Start Date is moved after the Ramp Deal is created and saved

Previously, when a Ramp Deal was created and saved, and the Quote Start Date was changed, you might have encountered an incorrect calculation/proration of charges. This is because the Specific Update Date field on subsequent intervals was not updated (on the backend) when the Quote Start Date was changed. This issue has been resolved.

Resolved issue: Blank or empty update product actions created on amendment quote when clicking custom Quote Rate Plan object field in the product table

Previously, when adding Quote Rate Plan Charge object custom fields in the Display Charge Fields Fieldset in Salesforce, you might have encountered the issue of blank or empty Update Product Quote Amendments being created even if you did not update any value in the Quote Studio when clicking into a field. This issue has been resolved.

In version 10.10.1, an Update Product Quote Amendment is only created when you make a valid change to custom fields on the Quote Rate Plan Charge object in Quote Studio.

Resolved issue: Loading issue when creating amendment and renewal quote

Previously, with Zuora__Status__c field was removed from the Zuora__fields_for_select_billing_account_compon fieldset on the Zuora__Subscription__c object, you might have encountered a loading issue while creating amendment and renewal quotes. This issue has been resolved.

might version 10.10.1, Zuora__Status__c field is not mandatory in the Zuora__fields_for_select_billing_account_compon fieldset.

General enhancements and resolved issues

The enhancements and resolved issue in this section are applicable to Zuora Quotes components other than Quote Studio, or both Quote Studio and other components in Zuora Quotes.

Resolved issue: Field validation not performed for Initial Term and Renewal Term fields in CPQ 9 (legacy UI)

Previously, you might have encountered an issue with field validation for Initial Term and Renewal Term fields when creating a quote. This issue has been resolved.

In Quotes version 10.10.1, we have applied a field validation rule to all fields in the legacy UI. Therefore, whenever you enter a value in a field, the field validation rule checks the value you entered when Next button is selected. 

Release 10.10 (Release Date: 2022-08-31) 

The 10.10 release includes the following enhancements and resolved issues.

General enhancements and resolved issues

The enhancements and resolved issue in this section are applicable to Zuora Quotes components other than Quote Studio, or both Quote Studio and other components in Zuora Quotes.

Salesforce Winter ‘23 Validate Getter and Setter Access Modifier Enforcement caused issues for customers using a specific configuration of the Quote Wizard in legacy CPQ UI

On August 26th, Salesforce began to enforce a feature within the Winter ‘23 release on all Sandbox orgs known as Validate Getter and Setter Access Modifier Enforcement during Visualforce Expression Language Parsing.

Due to an incompatibility with this feature, you might have encountered errors when attempting to create Quotes with a very specific configuration to which custom pages were being directed within the Quote Wizard Flow. The following two KC articles describe those specific configurations:

The following error messages might have been seen when that Salesforce feature began to be enforced:

  • Unknown property 'zqu.CreateQuoteController.paramBackPageUrl'
  • Unknown property 'zqu.PropertyComponentController.FieldWrapper.label'
  • Unknown property 'zqu.LookupComponentController.isValueRequired'

On September 6th, Salesforce acknowledged there were issues with that specific feature they began to enforce in Sandbox Orgs as part of Winter ‘23, and they reverted enforcement of that feature for all orgs. Salesforce has explained that this feature’s release “will be postponed indefinitely and is not enforced in its present form”. See  Salesforce documentation for more information. 

In version 10.10, we have resolved all incompatibility issues associated with the Validate Getter and Setter Access Modifier Enforcement During Visualforce Expression Language Parsing update in case Salesforce does decide to enforce this feature in the future. If you are using one of the aforementioned custom Quote Wizard configurations, you will need to upgrade to version 10.10, at least, to remain compatible. 

Release 10.9.3 (Release Date: 2022-10-28) 

The 10.9.3 release includes the following enhancements and resolved issues.

Quote Studio enhancements and resolved issues

The following enhancements and resolved issues are only applicable to Quote Studio and its corresponding settings.

Resolved issue: Subscription Term End Date not correctly updated

Previously the Subscription Term End Date was not updated correctly when you edit the quote details via the Edit Quote Details button on the Quote detail page. This issue has been resolved.

Release 10.9.2 (Release Date: 2022-09-08) 

The 10.9.2 release includes the following enhancements and resolved issues.

Quote Studio enhancements and resolved issues

The following enhancements and resolved issues are only applicable to Quote Studio and its corresponding settings.

Resolved issue: Newly created custom formula field does not display its values on the Product and Charges selector page

Previously, when creating an amendment quote, you might have encountered an issue where newly created custom formula fields on the Zuora__SubscriptionProductCharge__c (Subscription Product & Charge) object did not display values. This issue has been resolved.

Release 10.9.1 (Release Date: 2022-08-30) 

The 10.9.1 release includes the following enhancements and resolved issues.

Quote Studio enhancements and resolved issues

The following enhancements and resolved issues are only applicable to Quote Studio and its corresponding settings.

Enhancements to product selector table UI

In version 10.9.1, we have improved the UI of the product selector table. With this enhancement, you can now add the List Price Base field on the Quote Rate Plan Charge object in the product selector table UI. The field will appear as editable when it is displayed.

If you want to display the List Price Base field in the UI, you need to add the field to the CPQX_Charge_Display_Fields fieldset.

Enhancements to UOM (Unit Of Measurement) name display in the product selector table

Previously, the UOM name text would continue into the next column without text wrapping and appear incorrectly with underscores in the product selector table.

In version 10.9.1, the UOM name is now correctly displayed in the product selector table with improved user experience. To display the UOM name correctly, you should give the label name and API name without underscores in Zuora UOM settings.

Support for custom label for New Quote button on Billing Account Selection page in CPQ X

In version 10.9.1, using custom label, you can now translate the New Quote button on the Billing Account Selection page to different languages.

New Quote Button label is NEW_QUOTE_LABEL.

Enhancements to pending subscriptions in CPQ X

In version 10.9.1, a preview feature is now available for pending subscriptions with Upon Contract Effective as the trigger event when rate plan charges have trigger events as Upon Service Activation or Upon Customer Acceptance.

To preview Pending Subscription, you need to enable the Preview Pending Subscription setting by navigating to Zuore Config > Quote Studio Settings > Admin Config.

For more information, see Preview pending subscription.

Resolved issue: Newly added Product Action is not visible on the confirmation page when amending a subscription

Previously, you might not be able to see the Newly added Product Action on the confirmation page when creating an amendment quote. This issue is now resolved.

Resolved issue: Error when creating amendment quote due to character limit discrepancy for rate plan charge description

Previously, if you created a subscription in Zuora with a rate plan charge description longer than 255 characters and tried to amend that subscription in Salesforce, you would encounter an error. It was because Zuora allows 500 characters for the rate plan charge description to be stored within the system, while Salesforce only allows 255 characters.

To solve this issue, a character limit validation has been added to discard extra characters if it exceeds 255 characters when creating a Quote Rate Plan Charge record in Salesforce.

Resolved issue: Generate Invoice and Process Payment fields not synced with Quote Configuration Settings

Previously, when you create a new, amend, or renew quote, the Generate Invoice and Process Payment fields are unchecked by default, even if they are set to true in Quote Configuration Settings. This issue is now resolved.

In version 10.9.1, the Generate Invoice and Process Payment fields are aligned with Quote Configuration settings.

Resolved issue: Currency price value for product rate plans not appearing when creating a quote in CPQ X

Previously, when creating quotes, you might have noticed that currency price value for product rate plans did not appear in the Quote Studio product selector. This error occurred due to internal changes in Salesforce. This issue is now resolved.

Release 10.9 (Release Date: 2022-08-17) 

The 10.9 release includes the following enhancements and resolved issues.

Quote Studio enhancements and resolved issues

The following enhancements and resolved issues are only applicable to Quote Studio and its corresponding settings.

Enhancements to clone quote feature in CPQ X

Previously, when you cloned a new subscription quote, amended quote, or renewal quote, the approval status of the cloned quote record was also cloned.

We have enhanced the cloning feature in version 10.9, so the approval status of the respective quote record will not be cloned when cloning a quote record. On the Quote object, we have also added a new field called "Is Cloned", which indicates whether the quote record has been cloned.

Enhancements to subscription history panel

In Quotes version 10.9, When you change the Invoice Owner, the CPQ X Subscription Change History panel will be updated accordingly. You can now view the Invoice Owner Transfer amendment history within the CPQ X Subscription Change History panel.

Support for creating pending subscriptions in CPQ X

In CPQ X, you can now create pending subscriptions and set activation dates for the pending subscriptions.

See Pending Subscription for more information

Support for user profiles in quick filters

In Quotes Version 10.9, you can define user profiles while creating quick filters under Product and Quick Filters setting.

We have introduced a new toggle called Select Specific Profiles. If the Select Specific Profiles toggle is set to active, it will show all the profiles associated with the account. By default, the created quick filter will be visible to all profiles.

After upgrading to 10.9, you may find user profiles. If you had configured Quick Filters before upgrading, the filters would no longer appear in the Product Selector. You can fix this by opening each Quick Filter and saving it without making any changes, and the filters will appear again in the Product Selector.

To define user profiles to quick filters, take the following steps:

  1. In your Salesforce org, navigate to Zuora Config > Quote Studio Settings > Product & Quick Filters.
  2. Switch on the toggle Select Specific Profiles, and all associated profiles will pop up.
  3. Select the profiles you want to apply this filter to.
  4. Click Save.

Please be aware that currently, when you switch the "Select Specific Profiles" toggle, only 40 associated profiles will be shown. However, we are actively addressing this limitation and plan to show all profiles in the upcoming release.
As a temporary solution, you can try toggling the "Select Specific Profiles" switch off and then on again. This should result in more profiles being displayed.

For more information, see Configure product filters and quick filters.

New UX for sorting Quick Filters

In Quotes version 10.9, you can now drag and drop existing Quick Filters to re-order them. 

To do so, take the following steps:

  1. In your Salesforce org, navigate to Zuora Config > Quote Studio Settings > Product & Quick Filters.
  2. Click Update Order.
  3. Drag and drop the existing quick filters to re-order.
  4. Click Save.

New read-only quote detail page for lightning experience

In Quotes version 10.9, for Lightning experience, we have created a new read-only Quote Detail Page. You can configure this new Quote Detail Page using fieldsets.

You can now add custom fieldsets to the quote summary section of your lightning page and define custom components.

See Quote Detail Page for Lightning Experience for more information.

Resolved issue: “Attempt to de-reference a null object” error in CPQ X

Previously, when you send a Quote to Zuora, you might encounter Attempt to de-reference a null object error. This is because, in Zuora, the Bill To Contact's Address 1 field is not synced with Salesforce. This issue is now resolved.

Resolved issue: ContactTrigger does not function as expected when the MailingState or MailingCountry are updated

Previously, you might have encountered an issue with ContactTrigger when updating MailingState or MailingCountry. This issue is now resolved.

As of version 10.9, the trigger code will take into account MailingState and MailingCountry if the Salesforce organization has state and country picklist values enabled.

Resolved issue: Remove Product Action is aligned with Quote Start Date (QSD) in different time zones

As of version 10.7, the effective date of the Remove Product Order Action has been set to the day following that of the Add Product Order Action. You might have encountered errors with this enhancement in some time zones. This issue is now resolved.

Now, this enhancement will work across all time zones uniformly.

General enhancements and resolved issues

The enhancements and resolved issue in this section are applicable to Zuora Quotes components other than Quote Studio, or both Quote Studio and other components in Zuora Quotes.

Default action dates configurability for amendment quotes in CPQ 9

For better configurability and usability of amendment quotes, we have introduced a new setting called View/Update Amend Quote as of Quote Start Date under Zuora Config > Advanced Quoting Configuration Settings.

When this setting is enabled, updates to Original Charges in CPQ Product Selector will be aligned with Quote Start Date instead of Subscription Term Start Date for amendment quotes.

Note that View/Update Amend Quote as of Quote Start Date setting must be used in conjunction with Enable Orders and Store Existing Products settings.

See Advanced Quoting Configuration Settings for more information.

Roll back of functionality released in 10.7 and 10.8.3 to change the behavior of Renewal Quotes when using the Initial Term field and Renewal Term field

In version 10.7, the Initial Term field was made editable on Renewal Quotes and was intended to be used as the Current Term for a Renewal Quote. This caused unforeseen inconsistencies in order action behavior and is being rolled back in 10.9. 

As of version 10.9, the Initial Term field under Terms and conditions becomes read-only when creating a Renewal Quote. The Renewal Term field will control the Current Term of the Renewal Subscription. 

Resolved issue: Renewal setting is set to "Renew With Specific Term" by default

Previously, when you selected Renew To Evergreen in Renewal Setting and submitted your quote, the renewal setting value defaulted to Renew With Specific Term in CPQ 9. This issue is now resolved.

Release 10.8.3 (Release Date: 2022-08-09) 

The 10.8.3 release includes the following enhancements and resolved issues.

Quote Studio enhancements and resolved issues

The following enhancements and resolved issues are only applicable to Quote Studio and its corresponding settings.

Resolved issue: Error occurs when using Lightning page URL in preview version

Previously, when you used Lightning page URL in the preview version, you might encounter the following error: Redirection Error: URL for Next must begin with /apex/. An unexpected error has occurred. Your solution provider has been notified. (zqu). This issue has been resolved in this release.

Note that this issue was only seen or reported by one customer.

Resolved issue: “Illegal assignment from String to Decimal” and “SObject row was retrieved via SOQL without querying the requested field” errors in CPQ X

Previously, when adding a number type field to the Custom Charge Fields fieldset on the Quote Rate Plan Charge object, you might encounter the following errors: “Illegal assignment from String to Decimal” and “SObject row was retrieved via SOQL without querying the requested field”. This issue is now resolved.

Note that no additional step of adding a field to the "Display Charge Fields" fieldset is required.

Resolved issue: Unwanted TermsandConditions amendment object is created when renewing a quote

Previously, when renewing a quote, if the original subscription's Initial Term and Renewal Term are different, an unnecessary TermsandConditions type amendment object was created. This issue is now resolved.

Note that in a Renewal Quote, the Initial Term field will always be aligned with the Renewal Term field value from the original subscription. This means that the TermsandConditions amendment object will only be created if the subscription's Initial Term and Renewal Term are changed.

Resolved issue: Incorrect rounding of Total price

Previously, you might have encountered the incorrect rounding of Total calculated at Quote Rate Plan Charge price even if you enabled “Send Rounded Figures to Zuora” in Display Scale Settings. This is because the Total price is calculated using a non-rounded price and quantity. This issue is now resolved.

Now the Total price will be calculated as Total Calculated Price = Effective Price (Rounded) * Quantity.

General enhancements and resolved issues

The enhancements and resolved issue in this section are applicable to Zuora Quotes components other than Quote Studio, or both Quote Studio and other components in Zuora Quotes.

Supported jQuery versions

The following table lists the deprecated and supported versions of jQuery in Zuora Quotes managed package versions.

Quotes version Supported jQuery version Deprecated jQuery version
10.7 and above jQuery-ui-1.13.1.js jQuery-ui-1.12.1.min.js
10.4 to 10.6.1 angular-animate.1.8.2.js angular-animate.1.3.15.js
Quotes version Supported jQuery version

jQuery-UI-1.10.2.js,
jQuery-ui-1.10.3.custom.js,
jQuery-1.9.1, and
jQuery-1.4.2.resource.js

See Supported jQuery versions for more information.

Release 10.8.1 (Release Date: 2022-07-26) 

The 10.8.1 release includes the following enhancements and resolved issues.

Quote Studio enhancements and resolved issues

The following enhancements and resolved issues are only applicable to Quote Studio and its corresponding settings.

Support to sync prepaid drawdown product rate plan charge with CPQ X

In version 10.8.1, you can now sync prepaid drawdown product rate plan charge with CPQ X. In the current version of CPQ X, creation of drawdown charge is not supported.

See Notes and limitations for more information.

Enhancements to Product Selector modal UI in Quote Studio

In version 10.8.1, we have added descriptions for the Products and Rate plans on the Product Selector Modal. By default, the descriptions are displayed in two lines. The full description will be displayed in the blue text box when you hover over the description part.

Support for creating custom fields with Multi-Select Picklist in CPQ X

In version 10.8.1, you can add custom fields with Multi-Select Picklists to the Quote Studio UI.

Note that there will be no mapping between custom fields with Multi-Select Picklists and Zuora custom fields.

Support for restricting access to create Future Dated Remove Product action

In version 10.8.1, you can now restrict the access to create the Future Dated Remove Product Action to specific profiles for New, Renew, Amend, and Cancel Subscription flow.

To do so, take the following steps:

  1. In your Salesforce org, navigate to Zuora Config > Quote Studio Settings > Restricted Access Config.
  2. Select Future Dated Remove Product from the Feature Name dropdown field.
  3. Select the profiles using the Multi-Select Picklist under the Profiles dropdown.
  4. Tick in the required quote flow type (New, Amend, Renew, and cancel).
  5. Click Save. Quote studio will not display the selected feature for the selected profile.

Resolved issue: Custom option is missing in the dropdown for Ramp Frequency Default Value

Previously, you might have noticed that the Custom option is missing in the dropdown menu for Ramp Frequency Default Value. This issue has been resolved in this release.

The Ramp Frequency Length can be set to Custom by navigating to Zuora Config > Quote Studio Settings > Default Settings > Ramp Frequency Available Values section. All values in the Ramp Frequency Available Values dropdown are selected by default, and the Quote Studio UI shows them all.

Resolved issue: Error occurs when canceling a quote

Previously, when canceling a quote, you might encounter the following error: Cannot perform DML instruction, while prepareAn unexpected error has occurred. Your solution provider has been notified. (zqu). This issue has been resolved in this release.

Resolved issue: Differences in the field label naming convention

Previously, you might have encountered differences in the field label naming convention. For example, if the field label is Quote ID you must have noticed that by truncating the ID, the field will display as Quote. This issue has been resolved in this release.

Resolved issue: Incorrect calculation of discount and effective price on Quote Rate Plan Charge when applying charge level discount to a tiered license product

Previously, When applying a charge level discount to a tiered license product, its effective price and discount were incorrectly calculated on the Quote Rate Plan Charge. This issue is now resolved.

Resolved issue: Incorrect rounding of Effective Price and Total values

Previously, you might have encountered the incorrect rounding of Effective Price and Total values. This issue is now resolved.

Now, when you enable Send Rounded Figures to Zuora setting, rounded-off values (Effective Price, Total) will respect the scale settings, and the rounded-off values are stored on the object in Salesforce and sent to Zuora. Additionally, the values are saved on the Quote Rate Plan Charges and Quote Charge Tiers.

Resolved issue: Error occurs when creating or viewing amendment quote

Previously, when adding a number type field to the Custom Charge Fields fieldset on the Quote Rate Plan Charge object, you might encounter the following error: Illegal assignment from String to Decimal. This was due to the fact that Zuora only supports custom fields of type Picklist, Text Field, and String; now, if a field type other than those three is added to the Custom Charge Fields fieldset, it will be ignored and not sent to Zuora, thus avoiding the error.

Release 10.8 (Release Date: 2022-07-14) 

The 10.8 release includes the following enhancements and resolved issues.

Quote Studio enhancements and resolved issues

The following enhancements and resolved issues are only applicable to Quote Studio and its corresponding settings.

Support for customizing metric fields in Sidebar Metrics Panel

Now, in Quote Studio you can add custom quote metrics to be displayed in the Sidebar Metrics Panel. This enhancement allows you to customize the metric fields to meet your business requirements. Note that only the following types of fields can be added:

  • Number type, including the Formula fields of the Number type
  • Currency type

To do so, take the following steps:

  1. Click Setup icon and select Setup. The Setup homepage opens.
  2. Click the Object Manager tab. 
  3. Find the Quote (zqu__Quote__c) and click the object label. 
  4. Click Field Sets in the left navigation menu.
  5. Find the CPQX Sidebar Metrics Panel fieldset.
  6. Drag and drop the field you want to add from the box at the top to the Field Set box. If you want to remove a field, hover over the field you want to remove in the Field Set box and click icon_removeField
  7. (Optional) Drag the fields up and down in the Field Set box to adjust the display order.
  8. Click Save. The new custom field is then added to the selected field set, which will be reflected in the corresponding section on the Quote Studio page.

Enhancements to Plugins User Interface

Previously, Billing Account Plugin and Lookup Filter Plugin were located on the Admin Config tab, and Default Values Plugin was located on the Default Settings tab.

In version 10.8, all three plugins have been merged under a new tab labeled Plugins.

To locate: Navigate to Zuora Config > Quote Studio Settings > Administration > Plugins.

Support for configuring Ramp Interval Length dropdown values in Quote Studio

CPQ X now supports configuring Ramp Interval Length dropdown values in Quote Studio. The Ramp Frequency Length can be configured by navigating to Zuora Config > Quote Studio Settings > Default Settings > Ramp Frequency Available Values section. With this setting configured, you can control which values are displayed when Ramp is enabled.

Note that this new option is available after upgrading to this package; you will need to set Ramp Frequency Available values.

Support for custom ramp deals with user-specified intervals in CPQ X

CPQ X now supports custom ramp deals with user-specified intervals. We have introduced a new option named "Custom" under the Ramp Interval Length input field as shown below for the New, Amend, and Renew Quote process.

When you select "Custom" in the Ramp Interval Length, it displays another input field named "Number of Intervals" with values ranging from 2 to 12 (2 being the minimum and 12 being the maximum). This field allows you to specify how many intervals you want to break down the entire subscription into. Depending on the Ramp Interval Length selected, the "Details" section will display a given number of Interval start and end dates.

.     

We made the “Details” section look chronological by enabling the Interval 2 Start Date first and disabling the others. If you enter a value in the Interval 2 Start Date input field, then the Interval 3 Start Date input field will be enabled, and so forth.

Interval 1 Start Date and Interval last end date fields are auto-calculated and populated and are read-only.

Quote type Description
New Interval 1 Start Date is the Quote Start Date specified, and Interval Last End Date is calculated based on the Initial Term Length defined.
Renewal Interval 1 Start Date is the Subscription Term Start Date, and Interval Last End Date is calculated based on the Initial Term Length defined.
Amendement Interval 1 Start Date is the Subscription Term End Date, and Interval Last End Date is calculated based on the Initial Term Length defined.

Note: Based on the subsequent interval start dates you define, intermediate interval end dates are automatically calculated. For example, assume you define Interval 2 Start Date as 10 Jan 2022, Interval 1 End Date will be automatically calculated as 09 Jan 2022.

Note that the below fields are the driving factors for your custom ramp intervals and thus significantly impact your intervals if any changes are made. If you change any of the below fields after defining ramp intervals and adding products to specific intervals, the system will automatically discard the ramp intervals you defined and the added products to the timeline.

  • Changing the Quote Start Date
  • Disabling the Ramp option
  • Changing the Initial Term
  • Changing the Number of Intervals

Enhancements to Field Logic Composer User Interface

In version 10.8, we have made changes to normalize our Quote Field Rule object data. With this enhancement, we eliminated data redundancy, resulting in good performance and giving admins more flexibility when creating field rules in the Zuora Config > Quote Studio Settings > Object Fields Config section.

Previously, as shown below, you had to create duplicate entries (OBJECT + FIELD) to make the same field behave differently depending on the quote journey (e.g., new, amend, renew, cancel).

Now in version 10.8, you can create a single entry (OBJECT + FIELD) to make the same field behave differently depending on the quote journey (e.g., new, amend, renew, cancel).

See Configure Quote Studio field editability based on quote type for more information.

Support for creating Prepaid Subscriptions

CPQ X now supports the creation of Prepaid subscriptions (New, Amend, Renew, and Cancel). 

As described here, you can now add a Prepaid Product Rate Plan Charge in Zuora and sync it with CPQ X through Zuora 360 or Zuora 360+ Sync to create Prepaid subscriptions. 

See Create Prepaid Subscription for more information.

Support to Collapse or Expand Quote Panel and Subscription Panel in Quote Studio

With this new feature in CPQ X, you can configure the Quote Panel and Subscription Panel to collapse or expand during page load from the Quote Studio Settings Page for New, Renew, Amend, and Cancel Subscription flow.

Note that the Quote and Subscription Panels are set to expand by default.

To do so:

  1. In your Salesforce org, navigate to Zuora Config > Quote Studio Settings > Component Layout Config.
  2. Configure component state based on the Quote flow type using the dropdown options (Expanded or Collapsed).
  3. Click Save.

Support to configure modal pop up when Quote Start Date is moved after product selection

Previously, a modal popup appears with three choices to prevent errors when adding or updating products to a subscription and changing the Quote Start Date.

In Quotes version 10.8, you can now customize the default option you want to see or execute in CPQ X UI when you add or update products on the subscription and change the Quote Start Date.

To configure take the following steps:

  1. In the navigation bar, navigate to Zuora Config > Quote Studio Settings.
  2. In the left pane, select Default Settings
  3. Select the dropdown option from "Define the default product alignment when Quote start date is changed after products are added" under the Subscription category. The dropdown options are:
    1. None
    2. Align all Initial Actions of any Rate Plan timelines to Quote Start Date
    3. Initial Actions of any Rate Plan timelines will not be moved
    4. Align all Initial Actions of any Rate Plan timelines to Quote Start Date, and eliminate all future dated segments of RatePlans

  1. After selecting "Define the default product alignment when Quote start date is changed after products are added", another toggle input field named "Show Quote Start Date Pop-up" will appear, which determines whether or not the modal popup will display on Quote Studio UI.
Field Status Description
Show Quote Start Date Pop-up Active

You will always see a modal popup with the option selected by default in the Define the default product alignment when Quote start date is changed after products are added” field.

Inactive

You won’t see a modal popup, but with the option selected in the Define the default product alignment when Quote start date is changed after products are added” field, the actions will be performed on the newly added/updated product trigger dates.

 

  1. Click Save at the top right in the main region to save the configuration.

Resolved issue: Product selector page showing different views (link and values) of charges in Rate Plan Details

Previously, the Charge Model name was displayed in the Product selector section as charges when the List price was 0 or null and as values when the List price was greater than 0. This issue is now resolved.

In version 10.8, the Charge Model names will now only be displayed if the product is tier-based, otherwise, the amount will be displayed.

Resolved issue: Validation of Service Activation Date (SAD) and Customer Acceptance Date (CAD) at Quote Level is incorrect

Previously, the Customer Acceptance Date (CAD) was aligned with the Quote Start Date (QSD). This issue is now resolved.

In version 10.8, if you change the Service Activation Date (SAD) to a future date, the Customer Acceptance Date (CAD) will realign the Service Activation Date (SAD) regardless of whether the Service Activation Date (SAD) field is displayed in the user interface.

Resolved issue: Add-on products added by rules engine are not showing up on Quote Studio page

Previously, add-on products added by the rules engine were not showing up on the Quote Studio page when you navigated through the New Quote button and Amend/Renew/Cancel icons from a specific subscription. This issue is now resolved.

In version 10.8, the CPQ_X rules engine will be explicitly executed if an organization has a rules engine enabled. 

Note that the preview calls do not occur immediately after rule execution. The preview call only happens when you save/submit the quote or make changes to the Quote Studio UI.

Resolved issue: Error occurs when saving a Quote

Previously, when saving a quote, you might encounter the following error: Cannot deserialize instance of double from START_OBJECT value. This issue has been resolved in this release.

Resolved issue: Quote record is not deleted when the Back button is clicked without saving

Previously, when navigating from CPQ 9 to Quote Studio, the Quote may not get deleted because the logic to delete the Quote object failed. This issue is now resolved.

In version 10.8, if you create a Quote record and make changes to it, clicking the Back button without saving displays a warning dialog that lets you delete the Quote record.

Resolved issue: Original Product Effective Date is incorrect for Renewal Quote in CPQ X

Previously, when creating a renewal quote, the Original Product Effective Date did not match the renewal term's start date but instead displayed the original quote start date. This issue is now resolved.

Resolved issue: Incorrect calculation of effective price on Quote Rate Plan Charge when adding a tiered license as a product on a quote with an Inline discount

Previously, When applying an Inline discount to a tiered license product, its effective price was incorrectly calculated on the Quote Rate Plan Charge that excluded the Inline discount. This issue is now resolved.

Resolved issue: Contract Effective Date of Remove Product Order Action is set to Quote Start Date (QSD) +1 in CPQ X

Previously, the effective date of the Remove Product Order Action will default to the day following the Add Product Order Action start date. For example, if the Quote Start Date is June 1 (N), then the effective date for Remove Product Action will be June 2 (N+1). This issue is now resolved.

In Quotes version 10.8, the effective date of Remove Product Action is aligned with the Quote Start Date (QSD). For example, if the Quote Start Date is June 1, then the effective date for Remove Product Action will also be June 1.

Resolved Issue: Last Invoice Period date is not automatically populated when cancelling a quote

In Quotes version 10.6, Cancellation Quotes were supported. Still, there was an issue where if Preview On Demand was set to ON and the Effective Cancellation Date was set to End of Last Invoice Period, the last invoice period date would not auto-populate, resulting in an error. This issue has been resolved.

In version 10.12, regardless of whether Preview On Demand setting is enabled or disabled, the Cancellation Quote will call the preview once to retrieve the Last Invoice Period date.

General enhancements and resolved issues

The enhancements and resolved issue in this section are applicable to Zuora Quotes components other than Quote Studio, or both Quote Studio and other components in Zuora Quotes.

Resolved issue: Duplicate charges on the Select Products screen when renewing a quote in CPQ 9

Previously, when you create a renewal quote, you might have encountered duplicate charges on the Select Products screen in CPQ 9. This issue is now resolved.

End of Support for Early Versions (6.4 or earlier) of Zuora Quotes

Starting on January 31, 2023, Zuora Quotes version 6.4 or earlier will be deprecated, and you won’t be able to access them from your account.

Refer to Zuora CPQ Deprecation Policy for more information.

Release 10.7.2 (Release Date: 2022-10-07) 

The 10.7.2 release includes the following enhancements and resolved issues.

Quote Studio enhancements and resolved issues

The following enhancements and resolved issues are only applicable to Quote Studio and its corresponding settings.

Resolved issue: Illegal assignment from String to Decimal error in CPQ X

Previously, if you tried to send a number-type custom field to Zuora with a text-type custom field, you might have received an error saying, llegal assignment from String to Decimal. This issue has been resolved.

Release 10.7.1 (Release Date: 2022-06-20) 

The 10.7.1 release includes the following enhancements and resolved issues.

Quote Studio enhancements and resolved issues

The following enhancements and resolved issues are only applicable to Quote Studio and its corresponding settings.

Resolved issue: Unable to create Update Product Action on Renew or Amend subscription for Ramp deal

Previously, when you create Update Product Action, you might encountered an issue with the Create Mid-Interval Update Required Fields dialog box appearing. This issue has been resolved now.

Resolved issue: Loading issue when clicking Browse Products button, and an error appears when clicking X to cancel

Previously, when you click Browse Products button, you might encounter a loading issue, and if you click X to cancel, you might encounter the following error: [LWC component's @wire target property or method threw an error during value provisioning. Original error: [Cannot read properties of undefined (reading 'includes')]] Failing descriptor: {markup ://zqu:commonUtils}. This issue has been resolved in this release.

Resolved issue: ‘Either ‘previewAccountInfo’ or ‘existingAccountNumber’ need to be specified’ error in CPQ X

Previously, when you land on the Billing Account Selector page to amend, renew or cancel the quote, you might encounter Either ‘previewAccountInfo’ or ‘existingAccountNumber’ need to be specified error. This issue has been resolved now.

Resolved issue: When creating an amendment or renew quote, the List Price (USD) and Discount % values are not same as their original subscription values

In Quotes version 10.7, when you create an amendment or renew quote, List Price (USD) and Discount % values are not the same as their original subscription values. This is because List Price (USD) value was derived from the Effective Price instead of the Product Catalog. This issue has been resolved.

Resolved issue: Unable to create Quote Charge Tiers in CPQ X

Previously, if you did not have access to create new Quote Rate Plan Charge, you could not add Charge Tiers to Quote. This issue has been resolved.

In Quotes version 10.7.1, you can add Charge Tiers to Quote even if you do not have access to create new Quote Rate Plan Charges.

General enhancements and resolved issues

The enhancements and resolved issue in this section are applicable to Zuora Quotes components other than Quote Studio, or both Quote Studio and other components in Zuora Quotes.

Resolved issue: When renewing a subscription, original products are showing the incorrect effective date on the Product Selector page in CPQ 9

Previously, when renewing a subscription, CPQ 9 incorrectly displays the effective date of original products on the Product Selector page. This issue has been resolved in this release.

Release 10.7 (Release Date: 2022-06-13) 

The 10.7 release includes the following enhancements and resolved issues.

Quote Studio enhancements and resolved issues

The following enhancements and resolved issues are only applicable to Quote Studio and its corresponding settings.

Enhancements to Remove Product Action in Quote Studio

Previously, the effective date of Remove Product Action was aligned with the product start date. Due to this behavior, whenever you confirm the product removal, you might receive a JavaScript error that prevents you from saving or submitting the Quote.

In Quotes version 10.7, the effective date of the Remove Product Order Action will default to the day following the Add Product Order Action start date. For example, if the Add Product Start Date is June 1st (N), then the effective date for Remove Product Action will be June 2nd (N+1). This is because a product cannot be added or removed on the same day within the same Quote. Use the “X” icon if you would like to Delete an RP Timeline (Quote Line Item) from the Inflight Quote.

Enhancements to One-Time Charges

In Quotes version 10.7, we removed the Remove Product Action-Trash Can Icon for One-time charges under Rate Plan to prevent you from creating Remove Product Action on One-time charges. This is because the Trash Can icon’s purpose is to create Future Dated Remove Product Actions, and a One-Time Charge is not recurring in nature and thus will only be effective once upon its trigger condition. Use the “X” icon if you would like to Delete a One-Time Charge from the Inflight Quote.

Note that the Remove Product Action-Trash Can Icon is only available for one-time charges that are contained within RatePlans with Recurring Charges. 

Enhancements to CPQ X validation when adding or updating products on the subscription and changing the Quote Start Date

Previously, when adding or updating products to a subscription and changing the Quote Start Date; the Customer Acceptance Date (CAD), Service Activation Date (SAD), and Quote Start Date (QSD) were only validated when you clicked the Save or Submit button. 

In Quotes version 10.7, validations will happen as soon as you change the Customer Acceptance Date (CAD) or the Service Activation Date (SAD) to ensure that appropriate date sequencing is always respected - i.e., SAD can never be before CAD, and CAD can never be before SAD.

Enhancements to Quote Studio Settings

As of version 10.5, the setting in Zuora Config > Quote Studio Settings > Admin SettingsView Amendment Quotes as of Quote Start Date was temporarily hidden to address further testing. 

In version 10.7, we have re-instated the View Amendment Quotes as of Quote Start Date setting. With this setting enabled, on an amendment quote, CPQ X will display the Amendment Quote with any actions that are active as of the Quote Start Date (or remain in the future from the Quote Start Date).  

Enhanced Display Scale Settings functionality

In Quotes version 10.7, we have introduced a new setting called Send Rounded Figures to Zuora under Display Scale Settings. 

With this setting enabled, the rounded-off values are stored on the object in Salesforce and sent to Zuora.

To configure this setting:

  1. Navigate to Zuora Config > Display Scale Settings.
  2. Enable Send Rounded Figures to Zuora setting.

Note that this setting works in both CPQ 9 and CPQ X; by default, it will be disabled. The recommended best practice is to send all decimals to Zuora regardless of what is configured to display in the CPQ UI to allow Zuora to execute rounding sequences as defined in this KC Article. However, this setting recognizes a desire to round decimals based on what is seen in the CPQ UI and save those rounded figures to the Quote objects in Salesforce. 

Support for Configuring/Customizing CPQ X Quote Studio for Prepayment product structure

In Quotes version 10.7, as a part of the Prepaid Drawdown initiative, we have introduced the below fields on the Product Rate Plan Charge and the Quote Rate Plan Charge.

Product Rate Plan Charge:

The following fields were added to the fieldset in Product Rate Plan Charge object → PrePaymentRules:

  • PrepaidOperationType__c
  • PrepaidQuantity__c
  • Prepaid_Total_Quantity__c
  • PrepaidUOM__c
  • sPrepaid__c
  • ValidityPeriodType__c
  • CreditOption__c
  • DrawdownRate__c
  • DrawdownUom__c

Quote Rate Plan Charge:

The following fields were added to the fieldset in Quote Rate Plan Charge object  → CPQX_Charge_Display_Fields:

  • IsPrepaid__c
  • PrepaidOperationType__c
  • Prepaid_Quantity__c
  • PrepaidTotalQuantity__c
  • PrepaidUOM__c
  • Prepaid_Validity_Period_Type__c

Note: As part of Quotes version 10.6 and 10.7, only the new fields have been added; prepaid functionality to create prepaid charges will be included in an upcoming release.

Support for adding Quote Ramp Interval fields to Quote PDF

Now, you can see the Quote Ramp Interval object records in Quote PDF by adding Quote Ramp Interval fields to the Quote PDF template. The feature is also available in Quotes version 10.6 but is dependent on the 2022.06.R3 Zuora Billing Release.

Below are the required tags to add Quote Ramp Interval fields to the Quote PDF template.

  • TableStart:QuoteRampIntervals
  • QuoteRampInterval.FieldName

Based on the 2022.06.R3 Release, Quote Ramp Interval objects will be available in the Quote PDF after the below dates:

Sandbox Production
June 14 - 16, 2022 June 21- 23, 2022

Support for Guided Selling Flow Button in Quote Studio while using Legacy Guided Selling Flow

In Quote version 10.7, when hiding the Browse Products and Search Products function in Quote Studio, a new button will be added to Quote Studio called Guided Selling Flow, allowing you to re-enter the legacy Guided Selling Flow to add more products. This functionality will be used if Quote Wizard is configured to use Legacy Guided Selling with Quote Studio.

To do so, take the following steps:

  1. Navigate to Zuora Config > Quote Studio Settings > Admin Config.
  2. Switch the Hide Product Selector Modal for New Subscription Quote Type and Hide Product Selector Modal for Amend/Renew Subscription Quote Type toggles to Active based on the Quote subscription type.
  3. Click Save.
  4. Now, the Browse Product button will be removed under subscription, and the Guided Selling Flow button will appear instead.
  5. Click the Guided Selling Flow button to select products from CPQ 9.
  6. After product selection, click Next or Checkout CPQ X to navigate to Quote Studio (for this button to be available, you have to enable the setting Show CPQ X Button in Edit Products under Admin config).

Note that the Product Search bar and Browse Products button will be hidden once you enable Hide Product Selector Modal for New Subscription Quote Type or Hide Product Selector Modal for Amend/Renew Subscription Quote Type.

Enhancements to Renewal Quote User Interface

As of Quotes version 10.6, the Initial Term field under Terms and conditions becomes read-only when you renew the subscription. 

In Quotes version 10.7, you can edit the Initial Term when renewing subscription in the CPQ X and CPQ 9 quote process.

Note: In a Renewal Quote, the Initial Term field will always be aligned with the Renewal Term field value from the original subscription. For example, if the initial quote was created with 12 as the Initial Term and 24 as the Renewal Term, when renewing the subscription, the initial term will default to 24, and the user will still have the option of editing it.

Initial Term field respects Field-Level Security or Object Level Field Configurations under Quote Studio Settings. When this field is marked as read-only, you will not be able to modify the initial term.

Resolved issue: Two Quote records are created

Previously, you might have noticed that two Quote records were being created when selecting the legacy New Quote button from the Opportunity after Quote Wizard was configured to sequence legacy Guided Selling with the Quote Studio. This issue is now resolved.

Resolved issue: Quote Studio not loading when using Legacy New Quote Button via Accounts when configuring Quote Wizard to sequence legacy Guided Selling with Quote Studio

Previously, when you create a new quote from the legacy New Quote button via a Salesforce Account, you might encounter a loading issue in the Quote Studio. This issue is now resolved.

Resolved issue: Loading error when clicking Edit Quote (New) button on Renewal Quote

Previously, when you click Edit Quote (New) button on Renewal Quote, you might encounter a loading issue if an expired product is present on the quote. This issue is now resolved.

Release 10.6.1 (Release Date: 2022-06-02) 

The 10.6.1 release includes the following enhancements and resolved issues.

Quote Studio enhancements and resolved issues

The following enhancements and resolved issues are only applicable to Quote Studio and its corresponding settings.

Enhancements to Lookup Filters

In Quotes version 10.6.1, when you update a Lookup field directly in the Quote Studio, the Lookup filter will now dynamically use the newly updated value on the field, whether the Quote record is saved or not.

Enhancements to Quick Filter

In Quotes version 10.6.1, we have added the following two new basic settings options in the Quick Filter section under Quote Studio Settings.

  • Status - Set this toggle to Active if you want the quick filter to be effective in Quote Studio. If this toggle is set to Inactive, Quote Studio will not allow the filter to be seen or used. 
  • Forced - Set this toggle to Active to force the quick filter to be applied by default whenever the browse pop-up window or search window is opened. Multiple filters can be configured as Forced = Active, in which case each filter will be applied to display only the relevant products. 

The Forced filter toggle can be used in conjunction with the Visible to User toggle. If a filter is Forced = Active and Visible to User = Active, then the user will see the filter in the Quick Filter list but will not be able to turn the filter off. If Forced = Active and Visible to User = Inactive, the user will not see the Quick Filter in the list, but it will still filter products as the filter logic prescribes. 

Enhancements to modal pop up when Quote Start Date is moved after product selection

As of version 10.6, a modal popup will appear with two choices to prevent errors when adding or updating products to a subscription and changing the Quote Start Date.

Now we've added one more option in Quotes version 10.6.1 that will keep all Initial RatePlan Actions and future dated segments aligned as they are currently and move them manually if needed.

Here is the updated table that explains all three options.

Quote Option Description
New Quote or Edit Quote Would you like to align all initial Actions of a Rateplan timeline to QSD and keep all future dated actions respectively aligned?
  • Syncs the newly added products’ Contract Effective Date, Service Activation Date, and Customer Acceptance Date with the updated Quote Start Date.
  • Adjust the updated product versions Contract Effective Date, Service Activation Date, and Customer Acceptance Dates to a future date to maintain the interval between the original and updated dates.
  • Add product action, future dated updates, and remove product actions will align with the updated QSD when creating new timelines (Add product, future dated update, and remove product action) in the same quote.
Would you like to align all initial Actions of a Rateplan timeline to QSD and eliminate all future dated actions?
  • Syncs the newly added products’ Contract Effective Date, Service Activation Date, and Customer Acceptance Date with the updated Quote Start Date.
  • Removes all future-dated product actions.
Would you like the Initial Actions of a RatePlan timeline to remain as is?
  • There will be no action performed on the newly added or updated products, and you may see the below error message: The contract effective date should not be earlier than the contract effective date of the basic subscription.
  • It is necessary to manually adjust the product trigger dates to save or submit the quote successfully.
Amendment Quote Would you like to align all initial Actions of a Rateplan timeline to QSD and keep all future dated actions respectively aligned?
  • Syncs the newly added products’ Contract Effective Date, Service Activation Date, and Customer Acceptance Date with the updated Quote Start Date.
  • If there is an updated versions of the original product, the Original product line remains unchanged, however, it adjusts the updated product versions Contract Effective Date, Service Activation Date, and Customer Acceptance Dates to a future date to maintain the interval between the original and updated dates.
  • All future dated update actions and remove product actions will align with the updated QSD.
Would you like to align all initial Actions of a Rateplan timeline to QSD and eliminate all future dated actions?
  • Syncs the newly added products’ Contract Effective Date, Service Activation Date, and Customer Acceptance Date with the updated Quote Start Date.
  • Removes all future-dated product actions.
  • Original product line remains unchanged.
Would you like the Initial Actions of a RatePlan timeline to remain as is?
  • There will be no action performed on the newly added or updated products, and you may see the below error message: The contract effective date should not be earlier than the contract effective date of the basic subscription.
  • It is necessary to manually adjust the product trigger dates to save or submit the quote successfully.

Note that this feature is not applicable to Renew and Cancel quotes. The Quote Start Date is read-only by default when renewing a Quote, and products are read-only when canceling a Quote.

Resolved issue: Error occurs when creating the new quote for a new account

Previously, when using Quote Studio as part of the Quote Wizard flow (accessed through the legacy New Quote button) creating a new quote, you might encounter the following error: Javascript Error: Uncaught render threw an error in 'zqu:subscriptionMetricsPanel' [Unexpected token u in JSON at position 0]This issue has been resolved in this release.

Note that this issue was only seen or reported by one customer.

Resolved issue: No Vertical Scroll Bar in the Subscription section of Quote Studio page

Previously, if the Zuora Billing Account had more than 20 subscriptions, only 20 subscriptions were displayed on the Quote Studio page.

We have now added vertical scrolling in the subscription table, allowing all subscriptions to be shown.

Release 10.6 (Release Date: 2022-05-16) 

The 10.6 release includes the following enhancements and resolved issues.

Quote Studio enhancements and resolved issues

The following enhancements and resolved issues are only applicable to Quote Studio and its corresponding settings.

Enhancements to Quick Filters

As of version 10.5, when you create a Quick Filter, if you select Field in the Filter Logic Section, you must use the actual field-object name.

In Version 10.6, we removed the manual process of typing the actual field-object name. Now, if you select Field in the Filter Logic Section, you will have a lookup available for the field that can be used to refer to the field name you want to set field mapping for the filters. The lookup contains custom fields for any further customization in filters.

New Configuration Option to enable or disable editing access of product listed in the Product I-Frame on the Quote Detail page

In Quotes 10.6, we introduced a new configuration option Disable Edit Product in Quote Detail under Quote Configuration Settings on the Zuora Config tab page. This option is introduced for toggling between enabling and disabling the editing access of product details on the Quote Detail page.

To configure this setting:

  1. In Zuora Quotes, click the Zuora Config tab.
  2. On the Zuora Quotes Configuration Setting page, click Quote Configuration Settings.
  3. Click Edit Settings.
  4. Enable or Disable the Disable Edit Product in Quote Detail setting.
  5. Click Save.

See Quote configuration settings for more information.

Hiding One-time Charges on Amendment/Renewal Quote extended to CPQ X

We have extended the capability of Hide Original One-Time Charges setting to CPQ X. With this option you can now choose to hide or show existing one-time charges on amendment/renewal quotes in CPQ X

To configure this setting:

  1. In Zuora Quotes, click the Zuora Config tab.
  2. On the Zuora Quotes Configuration Setting page, click Quote Configuration Settings.
  3. Click Edit Settings.
  4. Enable or Disable the Hide Original One-Time Charges setting.
  5. Click Save.

See Quote configuration settings for more information.

Entity/Use Code added to Quote object

In Quotes version 10.6, we have added Entity/Use Code field to the Quote object.

Now, when you create a quote for a new billing account with tax exempted, you can specify an Entity/Use Code to apply for exemptions when using any external Tax Engine from CPQ. This field is supported in both Orders and Non-orders flow and respects the Field Level Security.

New custom object added to Quote Interval metrics fields

We have added a new custom object called Quote Ramp Interval to improve the usability of Quote Interval metrics.

Now the Quote Templates include the Quote Ramp Interval information. To see interval-level metrics in Quote Studio, you should enable the Enable Ramp Metrics. As a system administrator, you can now add custom quote interval metrics to be displayed in Quote Studio. 

Object name: Quote Ramp Interval (zqu__QuoteRampInterval__c)

The following interval metrics fields are added to the Quote ramp Interval (zqu__QuoteRampInterval__c) object:

  • Inline Discount (zqu__Inline_Discount__c) 
  • Interval Discount (zqu__Interval_Discount__c)
  • Interval End Date (zqu__Interval_End_Date__c)
  • Interval Start Date (zqu__Interval_Start_Date__c)
  • Interval Subtotal (zqu__Interval_Subtotal__c)
  • Interval Tax (zqu__Interval_Tax__c)
  • Interval Total (zqu__Interval_Total__c)
  • Quote (zqu__Quote__c)
  • Quote Ramp Interval Name (Name)
  • Description (zqu__Description__c)
  • Gross TCB (zqu__Gross_TCB__c)
  • Gross TCV (zqu__Gross_TCV__c)
  • Net TCB (zqu__Net_TCB__c)
  • Net TCV (zqu__Net_TCB__c)
  • Discount TCB (zqu__Discount_TCB__c)
  • Discount TCV (zqu__Discount_TCV__c)

See Quote and Charge Metrics and Zuora CPQ metric fields mapping and derivation for more information.

Enhancements to Quote Studio Settings

In Quotes version 10.6, when you change any settings under Quote Studio settings and navigate to other settings without hitting Save button, you will get a warning message stating, There are unsaved changes. You can choose to stay on that page or continue without saving.

You can control the message on the popup by the Custom Label - UNSAVED_LEAVE_VALIDATION.

Custom Label Description
UNSAVED_LEAVE_STAY Stay in the same page
UNSAVED_LEAVE_LEAVE Leave the page without saving

Support for customizing what metric fields are displayed in Quote Studio

CPQ X allows you to configure the display of metric fields in Quote Studio based on Quote type using Field Logic Composer. You can control the display of metric fields with the Hidden property in the attribute column. 

By default metric fields are displayed as read-only. You can only use the Hidden property in the Field Logic Composer to hide or display the metric fields in Quote studio.

For more information, see Configure Quote Studio field editability based on quote type.

Support for customizing Quote Studio field editability for Cancellation Quote

CPQ X now allows you to customize the editability of fields in Quote Studio for Cancellation Quote:

  • Hide fields
  • Set read-only fields
  • Disable fields to be updated

For more information, see Configure Quote Studio field editability based on quote type.

Support for guided product selection in Quote Studio by configuring filter logic under Quick Filters

In Quotes version 10.6, you have the flexibility to map any field of a product or product rate plan with the respective field of any object related to Quote in the filters. 

Based on the field defined in the Quick Filter logic, the products will be displayed in the Product Selector Modal. The defined filters on the Product Selector Modal works based on pre-stored Data in the database. Note that the experience will be enhanced in the later releases.

Note that the object field mapping used in filters must already have stored data before running the filter in the Browse Products section. If the Quote is not saved and you use the Quote field in the Quick filter logic, the filter may not work. This limitation only applies to Quote Objects in the Quote Studio layout. This will be enhanced in the later releases.

Support for Automated Price Change (Uplift) in CPQ X  

In Quotes version 10.6, you can now automatically change the price for one or more products when a subscription renews in CPQ X. 

The following fields were added to the fieldset in Quote Rate Plan Charge Object → Charge Display Fields:

  • Trigger Event
  • Trigger Date
  • Billing Timing
  • Period
  • Specific Billing Period
  • End Date Condition
  • Specific End Date
  • Price Change Option
  • Price Increase Percentage

To display and allow your users to enter a price change option, add the above new fields to the Charge Display Fields field set on the Quote Rate Plan Charge object.

Enhancement to CPQ X Default Values Plugin (DefaultValuesPluginV2) 

With Quotes version 10.6, when a new subscription quote is generated from an existing billing account, the selected billing account information such as ZuoraAccountID__c and Zuora__Account__Number__c are available in the plugin context so that conditional logic can be built around them. Likewise, when amending or renewing a quote, the attribute SubscriptionType__c will populate the correct value for the plugin.

Resolved issue: Quote formula fields appear as text boxes instead of toggle icons

Previously, Quote formula fields were displayed with text boxes instead of toggle icons. This issue is now resolved.

Now, Quote formula fields will appear as a disabled toggle icon on the CPQ Quote screen. The formula field is read-only and thus can only be used in the view mode.

Resolved issue: Quote currency not synced with Charge Subtotal

Previously, you might encounter the issue when quote currency is different from currency defined in Salesforce, Quote currency is not synchronized with Charge Subtotal. This issue is now resolved.

Resolved issue: Errors when Quote Start Date is not aligned with the product effective date

Previously, when you add or update products on the subscription and change the Quote Start Date to any future date, you might encounter an error The contract effective date should not be earlier than the contract effective date of the basic subscription.

In Quotes version 10.6, when you add or update products on the subscription and change the Quote Start Date to any future date, a modal popup will appear with the following two options you can select:

Quote Option Description
New Quote or Edit Quote Would you like to align all initial Actions of a Rateplan timeline to QSD and keep all future dated actions respectively aligned?
  • Syncs the newly added products’ Contract Effective Date, Service Activation Date, and Customer Acceptance Date with the updated Quote Start Date.
  • Adjust the updated product versions Contract Effective Date, Service Activation Date, and Customer Acceptance Dates to a future date to maintain the interval between the original and updated dates.
  • Add product action, future dated updates, and remove product actions will align with the updated QSD when creating new timelines (Add product, future dated update, and remove product action) in the same quote.
Would you like to align all initial Actions of a Rateplan timeline to QSD and eliminate all future dated actions?
  • Syncs the newly added products’ Contract Effective Date, Service Activation Date, and Customer Acceptance Date with the updated Quote Start Date.
  • Removes all future-dated product actions.
Amendment Quote Would you like to align all initial Actions of a Rateplan timeline to QSD and keep all future dated actions respectively aligned?
  • Syncs the newly added products’ Contract Effective Date, Service Activation Date, and Customer Acceptance Date with the updated Quote Start Date.
  • If there is an updated versions of the original product, the Original product line remains unchanged, however, it adjusts the updated product versions Contract Effective Date, Service Activation Date, and Customer Acceptance Dates to a future date to maintain the interval between the original and updated dates.
  • All future dated update actions and remove product actions will align with the updated QSD.
Would you like to align all initial Actions of a Rateplan timeline to QSD and eliminate all future dated actions?
  • Syncs the newly added products’ Contract Effective Date, Service Activation Date, and Customer Acceptance Date with the updated Quote Start Date.
  • Removes all future-dated product actions.
  • Original product line remains unchanged.

Note that this feature is not applicable to Renew and Cancel quotes. The Quote Start Date is read-only by default when renewing a Quote, and products are read-only when canceling a Quote.

Resolved issue: Editing mode for Effective price and Discount fields of Original One-Time Charges

Quotes version 10.5, when creating Amendment or Renewal Quotes, the Effective Price and Discount fields of Original One-Time Charges can be edited, but the Charge Subtotal value does not change.

In Quotes version 10.6, we removed the display of edit mode to avoid confusion. Now, when you create an amendment or renewal quote, the Original One-Time Charges are grayed out, and it will be in read-only mode. If the one-Time Charges have already been billed, they are labeled "Billed for.". If they have not been billed, they are labeled "Original."

Resolved issue: Unable to remove future-dated Rate Plan charge before its actual trigger date

Previously, when you try to remove the Product from Rate Plan Charge before the Product effective date, you might encounter Date can not be earlier than Add Product effective date error. This issue is now resolved.

This issue has been resolved. Now you can remove the Product from the Rate Plan Charge before the Product effective date.

General enhancements and resolved issues

The enhancements and resolved issue in this section are applicable to Zuora Quotes components other than Quote Studio, or both Quote Studio and other components in Zuora Quotes.

Resolved issue: Fixed page formatting issue with Price Summary section on Add products page in CPQ 9

We have fixed the page formatting issue on the price summary section on Add products page in CPQ 9.

Release 10.5.3 (Release Date: 2022-05-04) 

The 10.5.3 release includes the following enhancements and resolved issues.

Quote Studio enhancements and resolved issues

The following enhancements and resolved issues are only applicable to Quote Studio and its corresponding settings.

Resolved issue: Incorrect rounding of effective price and discount values

In version 10.5, we released an enhancement that allows prices (including charges and tiers) in the Quote Studio to follow the scale defined in the Display Scale Settings. However, you would encounter rounding errors in the computation of Effective price and Discount values. This issue is now resolved.

Resolved issue: Invalid increment error for Amount Per Unit in quote line items

As of version 10.5, when creating or editing quote line items, you might encounter the invalid increment error if you specified decimals in the Amount Per Unit field. This issue is now resolved.

Enhancements to Discount field

In 10.5, we released an enhancement to the tiered Charge “Tier Detail” modal that allows you to define a top line Inline Discount that would cascade down to all tiers. However, if you change the Inline Discount field in any one of the specific tiers, the top line Inline Discount field would update to reflect an aggregated percentage which was confusing. 

As of 10.5.3, you can use the top line Inline Discount field in the “Tier Detail” Modal to cascade a percentage discount to all tiers. However, if you manually change the discount percentage value for any specific tier, the top line Inline Discount field will clear. Still, the values for each tier’s Inline Discount will remain the same and can continue to be manually updated. 

Resolved issue: Opportunity field not auto-populated in Quote Studio 

In version 10.5, by configuring Quote Wizard settings, you can add Quote Studio to your guided selling flow. With Quote Studio added to Quote Wizard settings, when you previously tried to create new quotes by clicking the New Quote button, the opportunity record was not automatically populated to the Opportunity field of the Quote Information section. It was because the logic of querying opportunity ID was not added to the New Quote button.

This issue has been resolved in version 10.5.3. The Opportunity field is now auto-populated in the same case.

Resolved issue: Values of Amount Per Unit and Quantity gets shuffled in order line item 

Previously, when you add multiple order line items, the Amount Per Unit and Quantity fields get shuffled up in the Quote Studio UI.

In version 10.5.3, we have updated the logic behind the order line Item. This issue is now resolved.

Release 10.5.2 (Release Date: 2022-04-25) 

The 10.5.2 release includes the following enhancements and resolved issues.

Quote Studio enhancements and resolved issues

The following enhancements and resolved issues are only applicable to Quote Studio and its corresponding settings.

Resolved issue: Not possible to create future-dated actions

As of 10.5, when you click the Update button to create a future-dated action, you would find the future-dated charge segment rows were not persisting in CPQ X. This issue is now resolved.

Resolved issue: Invoice Owner field is not editable for New, Amend, or Renew quote types in Quote Studio

As of version 10.5, you cannot edit the Invoice Owner field for New, Amend, or Renew quote types in Quote Studio, which could cause an issue with assigning the invoice responsibility of a subscription to a customer account that does not own that subscription.

We have now fixed this issue in version 10.5.2 and made the Invoice Owner field editable for New, Amend, or Renew quote types in Quote Studio.

Release 10.5.1 (Release Date: 2022-04-19) 

The 10.5.1 release includes the following enhancements and resolved issues.

Quote Studio enhancements and resolved issues

The following enhancements and resolved issues are only applicable to Quote Studio and its corresponding settings.

Resolved issue: Entity is Deleted error when renewing a ramped quote

In version 10.5, when you renew a ramped quote, you might encounter an Entity is Deleted error. This error is due to the order of execution of Data Manipulation Language (DML) operations. This issue is now resolved.

General enhancements and resolved issues

The enhancements and resolved issue in this section are applicable to Zuora Quotes components other than Quote Studio, or both Quote Studio and other components in Zuora Quotes.

Resolved issue: ‘Either ‘previewAccountInfo’ or ‘existingAccountNumber’ need to be specified’ error in CPQ 9

Previously, when cloning or maintaining Quote, you might encounter an Either ‘previewAccountInfo’ or ‘existingAccountNumber’ need to be specified error when changing the account. This issue has been resolved now.

Resolved issue: Missing Organization Feature: DandBEnterprise error when installing Zuora Quotes version 10.5

Previously, when you tried to install Zuora Quotes version 10.5, you would get a Missing Organization Feature: DandBEnterprise error. There were unwanted Account Object fields in the Quote Object fieldsets that caused this error.

Now that the unwanted fields have been removed from the fieldsets, this issue is now resolved.

Release 10.5 (Release Date: 2022-04-13) 

The 10.5 release includes the following enhancements and resolved issues.

Quote Studio enhancements and resolved issues

The following enhancements and resolved issues are only applicable to Quote Studio and its corresponding settings.

Support for creating subscription cancellation quotes

Quote Studio now supports creating subscription cancellation quotes. On the Billing Account Selection page, you can now cancel a subscription by clicking the subscription cancellation icon. 

Support for changing invoice owner in amendment subscription

Now, you can create an amendment quote to change the Invoice Owner in Quote Studio.

To change the Invoice owner:

  1. Enable the following two settings in the Zuora tenant:
    • Owner Transfer Amendment
    • Invoice Subscription to Different Accounts
  2. Navigate to Zuora Config > Quote Configuration Settings, in the Field Configurations section, select the Enable Invoice Owner checkbox.
  3. Add InvoiceOwner__c field to whichever Quote Studio Fieldset you would like to see it in.
  4. Optional - Navigate to Zuora Config > Quote Studio Settings > Object Fields Config, hide Quote > Invoice Owner field for new and renew quotes.

Formula field recalculation for newly added products

Quote Studio now triggers the custom formula field recalculation for newly added products. ​​Once you update the price, discount, or quantity of the quote, the formula will be recalculated.

Support for cloning in-flight quotes

With this new feature in CPQ X, you can click the New Clone Quote button to clone a new subscription quote, amendment quote, or renewal quote in a lesser turnaround time. Note that only one of the Amendment or Renewal quotes should be allowed to be sent to Zuora. Trying to send the other would result in an error. Currently, quote cloning is available only for existing billing accounts or primary contacts.

Support for customizing fields in Billing Account and Subscription tables

Now, in Quote Studio you can select which fields should appear in the Billing Account table and Subscription table in the billing account selector page in CPQ X depending on your preferences. To define the fields to be displayed, you must customize:

Billing Account Table -  Zuora__fields_for_select_billing_account_compon fieldset on the Billing Account Object.

Subscription Table - Zuora__fields_for_select_billing_account_compon fieldset on the Subscription Object.

Support for adding filter logic into lookup fields using Lookup Filter Plugin

Quote Studio now allows you to add filter logic via plugin for custom lookup fields such as Bill To Contact, Sold To Contact, Opportunity, etc.

To do so, take the following steps:

  1. Create a global plugin interface that implements zqu.LookupFilterPlugin.ILookupFilter
  2. Register and activate the plugin.
    • Navigate to Zuora Config > Quote Studio Settings > Admin Config.
    • Switch the Lookup Filter Plugin toggle to Active, then add the class name of your custom plugin.
    • Click Save.

Improved usability to populate discount value for tiers

Previously, to apply a discount to charge tiers in Quote Studio, you had to manually apply the discount one by one. With the newly added charge-level Discount field, you can now populate discount values at the charge level to propagate down to all tiers.

Flexibility of customizing Billing Account Plugin

Now, you can use the IBillingAccountPlugin on the BillingAccountPlugin component to customize the Billing Account selection process. The following customizations are available:

  • For billing account selection
    • Control new and existing billing account options
    • Filter billing accounts
    • Set the default billing account
  • For quote type selection
    • Control quote type options - new, amend, renew, or cancel
  • For subscription selection
    • Filter subscriptions

See Billing Account Plugin for more information.

Support for controlling Browse Product button and Search Product field from all quote types

Now, you can hide the Browse Product button or control the Search Product field from all quote types in Quote Studio. 

To do so, take the following steps:

  1. Enable the Guided Product Selector setting.
  2. Navigate to Zuora Config > Quote Studio Settings > Admin Config.
  3. Switch the Hide Product Selector Modal for New Subscription Quote Type and Hide Product Selector Modal for Amend/Renew Subscription Quote Type toggles to Active.
  4. Click Save.

Note that this is to be used when legacy Guided Selling is enabled with CPQ X; else, you cannot choose a product while creating a quote.

Enhancements to Invoice Quote PDF metrics fields

As part of this enhancement, we have introduced the Inline Discount metric field in the Invoice Quote PDF template.

Note that this is not a standard metric returned from Orders, this is a CPQ-only metric locally calculated from the difference between List Price and Effective Price for each charge in a quote and then those figures for each charge are added together.

Enhanced Display Scale Settings functionality

Now, prices (including charges and tiers) in the Quote Studio follow the scale as defined in the Display Scale Settings.

Resolved: New product in amendment quote aligned with subscription term start date

Previously, when you added a product in an amendment quote, it automatically aligned to the subscription term start date. This issue has been resolved. 

General enhancements and resolved issues

The enhancements and resolved issue in this section are applicable to Zuora Quotes components other than Quote Studio, or both Quote Studio and other components in Zuora Quotes.

Enhancements to in-flight quote

CPQ with Orders now recognizes when an in-flight quote is made against an outdated subscription version. Now, in version 10.5 and above, when attempting to send the in-flight quote to Zuora after the subscription version has been modified (either by another Sent Quote, Order UI, or Order API), an error message will appear stating Unable to send: The subscription in Zuora does not match the base subscription in this quote.

When submitting the quote, the ExistSubscriptionID__c field fetches the existing subscription version ID from Zuora and compares it with the latest subscription version found in the in-flight quote. If there is a mismatch, the error is displayed.

Release 10.4 (Release Date: 2022-03-09) 

The 10.4 release includes the following enhancements and resolved issues.

Quote Studio enhancements and resolved issues

The following enhancements and resolved issues are only applicable to Quote Studio and its corresponding settings.

CPQ X Extensibility Framework now available

We now provide you with the CPQ X Extensibility Framework feature that enables you to easily include your own Salesforce Lightning Web Components (LWC) or Lightning Aura components in the Quote Studio sidebar on the right. After you have implemented your components, registered and dispatched the component events, you must register your components in CPQ X by navigating to Zuora Config > Quote Studio Settings > Custom Component Settings in your Salesforce org. This feature vastly improves the customizability of Quote Studio to better suit your needs.

For more information, see Customize Quote Studio sidebar with Extensibility Framework.

Enhancements to Quote Studio metrics fields

We have made the following enhancements to improve usability and customizability of Quote Studio metrics:

  • As a system administrator, you can now add custom quote metrics to be displayed in Quote Studio. This enhancement allows you to customize the metric fields to meet your business requirements. Note that only the following types of fields can be added:
    • Number type, including the Formula fields of the Number type
    • Currency type
  • As part of this enhancement, we have also introduced the Inline Discount field as a standard subscription metric and a quote metric. This field reflects the discounted amount for inline items in real time. 

For more information, see Customize field sets for CPQ X.

Support for editing Billing Batch and Bill Cycle Day in amendment and renewal quotes 

In Quotes 10.3, we introduced the Allow Zuora Account Info to be Updated setting that allows several fields to be editable in amendment and renewal quotes. We have extended the capability of this setting to control the editability of the Billing Batch and Bill Cycle Day fields in this release. 

With this setting enabled, you can now edit Billing Batch and Bill Cycle Day fields when creating amendment or renewal quotes. Otherwise, both fields are read-only.

See Quote configuration settings for more information.

Configurability of default value for Billing Batch

You can now set the default value for the Billing Batch field for new quotes by navigating to Zuora Config > Quote Studio Settings > Default Settings. With this default setting configured, the Billing Batch field is automatically populated with the default value when a new quote page is loaded.

See Update default settings for more information.

New metrics added to default quote template

We have enhanced the quote template to incorporate metrics for quote line items (QLI). The following metrics are now available in the default quote template:

  • QLI Charge Subtotal
  • QLI Subtotal
  • QLI Tax
  • QLI Total
  • Quote Subtotal
  • Quote Total

Note that you can download the default quote template by navigating to Commerce Settings > Configure Salesforce.com Quote Templates in the Zuora UI.

Account and Opportunity fields available to be added and edited in Quote

You can now add fields from accounts or opportunities to Quote Studio through configuring the zqu__CPQX_Quote_Information field set of the Quote object. Both standard and custom fields are supported.

The added fields will be rendered based on the field-level security settings:

  • If the field-level security setting is set to both Visible and Read-Only, then the added fields will be rendered as read-only fields. 
  • If the field-level security setting is set to only Visible, then the fields will be rendered as editable fields.
  • If the field-level security setting is set to neither Visible nor Read-Only, the fields are hidden from the UI.

The account or opportunity fields are automatically populated with the field value saved on the Account or Opportunity object. If the fields are rendered as editable fields, you can edit them and the updated values will override the respective fields on the Account or Opportunity object after you save or submit the quote. If you enter blank values in these fields, the field values are not overridden after you save or submit the quote.

For each change you make to the account or opportunity fields for a new quote, the values will change only in Salesforce and will not be synced to Zuora.

Note that some custom fields on account might contribute to the Multi-Attribute Pricing charge model. Therefore, we do not recommend that you add those custom fields to the Quote Information section because users might change these field values frequently, which can significantly impact pricing. 

Enhanced “Back” button options for amendment and renewal quotes

Previously, the amendment or renewal quote was created even if you clicked the Don’t Save button in the dialog after clicking Back in Quote Studio. This behavior was by design but is confusing.

To improve your experience with Quote Studio, we have replaced the Don’t Save button with the following buttons:

  • Delete and leave page: Leave the page without creating any quote record.
  • Keep and leave without saving: Leave the page without saving the change, but the amendment or renewal quote record is still created.

Formula field recalculation triggered on metrics preview

If you create and add a formula field to Quote Studio, the formula field recalculation can be triggered each time Quote Studio calls the Preview an order API operation. Once you update the price, discount, or quantity of the quote, the formula will be recalculated.

Note that the current support for formula field recalculation has the following limitations:

  • Only the fields on the Quote and Quote Rate Plan Charge objects are supported.
  • The formula cannot contain any of the metrics fields such as TCV, Subtotal, and Discount, and Total.
  • Formula field recalculation does not work for newly added product. 

Resolved: Opportunity field not auto-populated in Quote Studio

By configuring Quote Wizard settings, you can add Quote Studio to your guided selling flow. With Quote Studio added to Quote Wizard settings, when you previously tried to create new quotes by clicking the New Quote button, the opportunity record was not automatically populated to the Opportunity field of the Quote Information section. It was because the logic of querying opportunity ID was not added to the New Quote button. This issue has been resolved. The Opportunity field is now auto-populated in the same case.

Resolved: Salesforce field-level security not supported in Quote Studio

Previously, field-level security was not supported it in Quote Studio. 

This issue has been resolved. Salesforce field-level security is now supported in Quote Studio. The field permissions are determined based on the more restrictive one between the Salesforce field-level security settings on different levels and the Object Field Configuration settings within Quote Studio settings.

Release 10.3 (Release Date: 2022-02-09) 

The 10.3 release includes the following enhancements and resolved issues.

Quote Studio enhancements and resolved issues

The following enhancements are only applicable to Quote Studio.

Support for disabling ramp deal creation in Quote Studio

The Enable Ramp Deal Creation in Quote Studio admin setting is now available for Quote Studio page configuration.This setting can be used by system administrators to enable or disable ramps in quotes. 

With this setting disabled, no ramp settings are displayed in Quote Studio, thus users cannot create new quotes with ramps. If users attempt to amend or renew quotes that contain existing ramps, they cannot complete in-flight quotes, but can see previous ramp actions with no intervals displayed. 

See Configure Quote Studio admin settings for more information.

Support for customizing Quote Studio field editability based on quote type

CPQ X now allows you to customize the editability of fields in Quote Studio based on the quote type (new subscription, amendment, or renewal).

A set of Quote Studio settings called Object Fields Config is now available by navigating to Zuora Config > Quote Studio Settings in your Salesforce org. On the Object Fields Config page, you can do the following field customization for each quote type:

  • Hide fields
  • Set read-only fields
  • Disable fields to be updated

See Configure Quote Studio field editability based on quote type for more information.

Support for adding custom lookup fields to Quote Studio based on lookup filters

You can now configure lookup fields that conform to the defined lookup filter logic to Quote Studio. 

The Enable Lookup Filter admin setting is now available by navigating to Zuore Config > Quote Studio Settings > Admin Config. With this setting enabled, users can add custom lookup fields to Quote Studio based on filter logic defined in lookup filters. When an existing lookup filter is updated or new lookup fields are created, you can click the Refresh Filter button to refresh all filters.

See Enable lookup filters for fields in Quote Studio or more information.

Charges in Quote Studio product selectors now displayed based on list price base

The product rate plan charges in Quote Studio product selectors are now displayed based on the configured list price base regardless of the billing period. It allows you to easily identify how charges are set up to be priced in the product catalog in Zuora. If you want the charges to be displayed based on the billing period, you must set the list price base the same as the billing period. 

Invoice Owner lookup field now available for CPQ X fieldsets

After you add the Invoice Owner (InvoiceOwnerName__c) field to the fieldset for new quotes in the legacy CPQ 9 quote flow, you can check the associated billing account through this field. However, this lookup relationship was previously not supported by Quote Studio.

In this release, we have introduced the Invoice Owner  (InvoiceOwner__c) field that can be added to CPQ X fieldsets. With this field added, you can perform the billing account lookup through this field in Quote Studio.

Support for setting default ramp frequency

CPQ X now supports setting a default ramp frequency. The Ramp Frequency Default Value setting is now available by navigating to Zuora Config > Quote Studio Settings > Default Settings. With this setting configured, the specified default ramp frequency is displayed when the Ramp toggle in Quote Studio is enabled. 

Required field validation on rich text fields

In Zuora Quotes 10.2, we introduced support for configuring required fields in Quote Studio. Quote Studio provides validation on the configured required fields. However, rich text fields previously did not support required field validation. Thus, we have enhanced the rich text fields in Quote Studio to support such validation. 

Support for editing billing account details and contacts in amendment and renewal quotes

Quote Studio now allows for updating the following fields in amendment and renewal quotes:

  • Bill To Contact
  • Sold To Contact
  • Payment Term
  • Payment Method

To allow these fields to be updated, you must select the Allow Zuora Account Info to be Updated check box by navigating to Zuora Config > Quote Configuration Setting. With this check box selected, the previous fields are editable when users amend or update quotes; otherwise, these fields are read-only.

For more information, see Quote Configuration Settings.

Enhancements to rules engine

Previously, rules defined in rules engines were triggered during the billing account selection process. This behavior could result in an increased loading time and other potential issues. 

Because the quoting process technically starts after a billing account is selected, it is unnecessary to trigger rules prior to the quoting process. Therefore, we have enhanced the rules engine so that the rules are triggered only after the billing account selection. In addition, when any validation message of the Error type is displayed during the rules engine processing, the Save and Submit buttons are now disabled to prevent users from saving or submitting the quote.

Resolved issue: Percentage discounts incorrectly displayed as amounts in Subscription History panel

Previously, the values of percentage discount charges for ramp deals were incorrectly displayed as amounts in the Subscription History panel. For example, if you updated a 20% percentage discount charge to 10%, the Original Value and New Value columns for this action were displayed as $20 and $10, respectively. This issue has been resolved now and the values are displayed correctly.

Resolved issue: Related contacts not auto-populated when creating amendment or renewal quotes 

Previously, with Contacts to Multiple Accounts enabled in your Salesforce org, when you created renewal or amendment quotes, Bill To Contact and Sold To Contact were not automatically populated if you were using related contacts. This issue has been resolved now.

Resolved issue: Cannot amend quotes with Create Subscription and Remove Product actions through Quote Studio

Previously, if you created an order with both “create subscription” and “remove product” order actions, this subscription was not available for amendment through Quote Studio after it was synced to Salesforce. However, it could be amended through the legacy CPQ 9 UI. This issue has been resolved. You can amend such quotes through Quote Studio now.

General enhancements and resolved issues

The enhancements and resolved issue in this section are applicable to Zuora Quotes components other than Quote Studio, or both Quote Studio and other components in Zuora Quotes.

Resolved issue: Incorrect preview metrics when quotes contain products of Multi-Attribute Pricing charges

Previously, when trying to preview the quotes that contain products of the Multi-Attribute Pricing charge model, you could find that the custom fields were not sent to Zuora for metrics calculation, thus the metrics were incorrect. This issue has been resolved now.

Release 10.2.2 (Release Date: 2022-01-13) 

The 10.2.2 release includes the following enhancements and resolved issues.

Resolved issue: Continuous loading when selecting the base product and clicking on "Next" in guided selling

Previously, when the "Allow Multiple Rate Plan Selection" setting was enabled under Zuora Config > Advanced Quoting Configuration Settings to allow multiple rate plan selection for standalone products in guided selling, a problem occurred during quote creation. After selecting the base product and clicking on "Next," the user interface (UI) would continuously load, and an error message stating "Uncaught TypeError: Cannot read properties of undefined (reading ‘productType’)" would be displayed.

With this update, we have addressed this issue, and the continuous loading problem and error message no longer occur. You can now smoothly proceed to the next step in the guided selling process without any interruptions or errors.

Release 10.2 (Release Date: 2022-01-11) 

The 10.2 release includes the following enhancements.

Quote Studio enhancements and resolved issues

The following enhancements are only applicable to Quote Studio.

Flexibility of configuring custom fields in Quote Studio

You now have the flexibility to enable the Additional Fields section in any section on the Quote Studio page. We have introduced the following field sets on the Quote object, which allows you to display custom fields in Quote Studio to meet your business needs:

  • CPQX_Quote_Information_CustomFields
  • CPQX_Subscription_Overview_CustomFields
  • CPQX_Subscription_TAndC_CustomFields
  • CPQX_Subscription_Billing_CustomFields

With this enhancement, each section in Quote Studio contains two types of field sets: one is to display standard fields and the other is to display custom fields. The following list describes the hierarchy of the field sets of the standard sections in Quote Studio and their child field sets for custom fields:

  • Quote Information (zqu__CPQX_Quote_Information)
    • Additional Fields (zqu__CPQX_Quote_Information_CustomFields)
  • Overview (zqu__CPQX_Subscription_Overview)
    • Additional Fields (zqu__CPQX_Subscription_Overview_CustomFields)
  • Terms and Conditions (zqu__CPQX_Subscription_Terms_And_Conditions)
    • Additional Fields (zqu__CPQX_Subscription_TAndC_CustomFields)
  • Billing (zqu__CPQX_Subscription_Billing)
    • Additional Fields (zqu__CPQX_Subscription_Billing_CustomFields)

Note that the labels of all these fields can be translated into a different language or renamed using the Salesforce Translation Workbench. 

See Customize field sets for CPQ X for more information.

Support for configuring required fields in Quote Studio

CPQ X now allows you to configure fields as required fields in the corresponding field sets. If a field is configured as required, Quote Studio displays an asterisk (*) next to its field label for highlighting and provides validation on this field. Users cannot save or submit the quote until all required fields on the Quote Studio page are specified.

CPQ X now supports product features with limitations

CPQ X now provides support for product features of Zuora with limitations. 

You can create, amend, or renew quotes that contain products with features, for ramp deals or non-ramped subscriptions. Future dated actions on products with features are also supported. However, you cannot view, add, remove, edit, or override these features in any way from Quote Studio. 

For more information about the configuring features or product features in Salesforce, see Create features and product features in Salesforce.

For more information about features or product features in Zuora, see the following articles:

Support for adding New Quote (New) button to Quote related list on Account and Opportunity page

You can now add the New Quote (New) button for CPQ X to the Quotes related list on the Account and Opportunity page. This shortcut allows you to navigate to Quote Studio directly from the Account or Opportunity page with billing account and opportunity information automatically populated.

Support for creating quote line items as taxable or non-taxable

CPQ X now supports creating ad hoc quote line items or quote line items from an existing Product Catalog as taxable or non-taxable. The tax details for each product are displayed while you browse the product catalog for quote line item creation. The Tax Mode and Tax Code fields are displayed only when the Taxable checkbox is selected. 

Note that you might notice a limitation that you cannot select other tax codes that are set up in your Zuora tenant. This issue will be resolved in a future release. 

Resolved issue: Errors when creating quote line items if Item Type was Discount or Item State was Cancelled 

Previously, when creating quotes that contain quote line items through Quote Studio, you would encounter errors if Item Type of the quote line item was Discount, or Item State was set to Cancelled. The reasons for the errors include:

  • The Discount item type was not a supported option.
  • The Cancelled item state was spelt incorrectly, and the correct form is Canceled.

We have removed the Discount option from the Item Type dropdown list, and corrected the Cancelled option to Canceled for the Item State dropdown list. Thus, this issue no longer exists.

Resolved issue: Error when submitting quote line items with “Sent to Billing” item state and unspecified Bill Target Date

Previously, when you submitted quote line items with the Item State set as Sent to Billing and Bill Target Date left empty, you would get an error only when you attempted to submit the quote line items. This issue has been resolved. The Bill Target Date field for quote line items is made a required field when the Item State is Sent to Billing

Resolved issue: Errors when creating quote line items if Sold To Contact was selected

Previously, when creating quotes that contain quote line items through Quote Studio, you would encounter an error indicating that soldToData was an invalid parameter if you selected a sold-to contact.

This issue has been resolved. We have removed the Sold To Contact section.

Resolved issue: Future-dated actions on fixed amount discount charges not successfully sent to Zuora 

Previously, you could successfully add or preview mid-interval updates or future dated actions on fixed amount discount charges, but would fail to send them to Zuora. The reason was that fixed amount discount charges cannot be applied to future dates by Zuora’s design. We have resolved this issue by introducing a validation to prevent future-dated actions from being made to fixed amount discount charges in Quote Studio.

Resolved issue: Record Type field not populated for quotes created through Quote Studio

Previously, quotes created through Quote Studio did not have the Record Type field. This issue has been resolved. Quotes created through Quote Studio now have the Record Type field populated based on the quote flow type:

  • New subscription quote flow has the Default type. 
  • Amendment quote flow has the Amendment type. 
  • Renewal quote flow has the Renewal type. 

Note that the cancellation flow does not have the corresponding record type.

Resolved issue: Invalid increment error for Amount Per Unit in quote line items

Previously, when creating or editing quote line items, you might encounter the invalid increment error if you specified decimals in the Amount Per Unit field. This issue is now resolved.

Resolved issue: Subscription Term End Date not automatically populated

Previously, with the Subscription Term End Date field enabled in Quote Studio, you might find that the value of this field was not automatically populated as expected when creating new subscriptions. To get this field populated, you had to manually update the Subscription Term Start Date or Initial Term field.

This issue has been resolved. This value for the Subscription Term End Date field is now automatically populated based on the default subscription start date and the default initial term.

General enhancements and resolved issues

The enhancements and resolved issue in this section are applicable to Zuora Quotes components other than Quote Studio, or both Quote Studio and other components in Zuora Quotes.

Resolved issue: Product updates in amendment quotes cannot be triggered on Service Activation Date

When you previously updated products in amendment quotes through Quote Studio or in the legacy CPQ 9 UI, all charges were triggered on the Contract Effective Date and blocked you from changing the action-level trigger date to the Service Activation Date. This issue has been resolved now. 

If the trigger condition of the product rate plan charge is set to Service Activation Date, the action-level trigger date now aligns with the Service Activation Date.

Resolved issue: Unclear error displayed on Quote Details page if opportunity name exceeds 100 characters

Previously, if the opportunity name exceeded 100 characters, an API call error with an error code and error message would be displayed on the Quote Details page. The displayed error was not intuitive for you to identify the root cause. 

This issue has been resolved. The following self-explanatory warning message is now displayed on the Quote Details page if the opportunity name is over 100 characters: 

Opportunity name should be less than 100 characters

Resolved issue: Bill to contact and Sold to contact information not auto-populated when creating renewal quotes and with related contacts enabled

Previously, with the related contact permission enabled, information for Bill to Contact and Sold to Contact were not automatically populated when you created renewal or amendment quotes. This issue has been resolved. Now, if Bill to Contact and Sold to Contact are set to a related contact, they are automatically populated when you create renewal or amendment quotes.

Resolved issue: Incorrect percentage with decimals for discount charges after submitting the quote

Previously, after you submitted quotes that contain percentage discount charges with decimals, you might find that the discount percentage for some charges were not incorrectly displayed on the quote details page. This issue has been resolved now.

Resolved issue: Unknown internal error when generating Quote PDF documents

Previously, when attempting to generate PDF documents for quotes by clicking the Generate PDF button, you may have encountered the following error:

"Error while generating Quote. Please contact Zuora support with the following message.

There has been an unknown internal error happened. ({0})"

This error occurred specifically for environments on Salesforce Hyperforce. To address this issue, you are required to upgrade to Quotes version 10.2 or higher.

For more information, see Considerations for Migrating to Hyperforce and Using Zuora CPQ.

Resolved issue: zqu_RenewalSetting_c in Default Values Plugin not effective for amendment or renewal quotes

Previously, you might find that if you set a default value for the zqu_RenewalSetting_c field in your Default Values Plugin that extends zqu.CreateQuoteController.PopulateDefaultFieldValuePlugin, the configured default value did not take effect in amendment or renewal quotes. This issue is now resolved.

Release 10.1 (Release Date: 2021-12-07) 

The 10.1 release includes the following enhancements.

Quote Studio enhancements

The following enhancements are only applicable to Quote Studio.

Default action dates configurability for amendment quotes 

For better configurability and usability of amendment quotes, we have changed the default behavior of the update product actions in amendment quotes in CPQ X. If an update is made on an original product, the update action is now triggered on the Quote Start Date by default. 

With this change, the following Quote Studio admin settings are now available:

  • Update Amendment Quotes as of Original/Subscription Term Start Date: Enabling this setting brings back the legacy behavior. The Contract Effective Date of the update action on an existing product will default to the original subscription start date.
  • View Amendment Quotes as of Quote Start Date: With this setting enabled, on an amendment quote, CPQ X will consider the quote to start from the Quote Start Date instead of the subscription term start date, thus will filter out original actions before that.
  • Prohibit Backdate Actions: With this setting enabled, the Contract Effective Date of update actions cannot be set to earlier than the Quote Start Date. 
    Note that if Update Amendment Quotes as of Original/Subscription Term Start Date is also enabled, you still can update original products as of the original trigger date.

You can optionally enable one or multiple of these settings based on your business requirements.

See Configure Quote Studio admin settings for more information.

Related contacts available for selection for Bill to Contact and Sold to Contact in Quote Studio

When you configure the Bill to Contact and Sold to Contact dropdown lists on the Quote Studio page, in addition to primary contacts, related contacts associated with the account are now also available for selection. 

Previously, only primary contacts could be selected for both dropdown lists.

Enhanced text area usability in Quote Studio

We have enhanced text areas in Quote Studio for better usability. Text areas that allow for rich text and long plain text are now displayed in a more intuitive way so that they can be easily distinguished from short plain text areas. A text formatting toolbar is also available in rich text areas.

Previously, all text areas were equally displayed as short plain text areas.

General enhancements and resolved issues

The enhancements and resolved issue in this section are applicable to Zuora Quotes components other than Quote Studio, or both Quote Studio and other components in Zuora Quotes.

Zuora Connection Settings page reorganization

We have reorganized the layout of the Zuora Connection Settings page for improved user experience. 

  • If you are an existing Zuora Quotes user, no update is required.
  • If you are new to Zuora Quotes, you need to specify the following fields to connect your Salesforce organization to your Zuora tenant:
    • SOAP API URL: Specify the SOAP API URL provided by Zuora, including the WSDL version that you want to use. The REST API URL field will be automatically populated based on the specified SOAP API URL.
    • API User Name: The user name provided by Zuora
    • API Password: The password provided by Zuora

See Zuora Connection Settings for more information.

JavaScript library updated

We have updated our existing JavaScript libraries to avoid potential security issues. If you have been using the JavaScript libraries provided in the Zuora Quotes package, you should update the reference to the new JavaScript libraries or manage your own libraries. 

Note that we do not provide any support to third-party libraries if you use your own JavaScript libraries.

Release 10.0 (Release Date: 2021-11-09) 

The 10.0 relea