Zuora Quotes Version 8 Release Notes

Product Selector Improvements

We have made the following improvements to the Product Selector.

• Removing a new product will no longer hide it in the Product Selector until the quote is saved.
• Undoing an amendment will no longer hide the action from the Product Selector until the quote is saved.
• For ramped deals, the one-time charges will now be hidden in future segments.

Resolved Issue: Product Selector Fixes

The following issues have been resolved with the Product Selector.

• Various performance fixes to the Product Selector
• The Product Selector javascript plugin being triggered multiple times in some situations
• Inconsistencies with calculations not being triggered when changing focus

Resolved Issue: Minor PaymentPage Component Fixes

We have fixed the issue of not being able to set a default country value for the SEPA payment method via pre-populating the Payment Pages 2.0 form fields.

Upgrading Zuora Quotes to 8.10.2 and later releases

To account for a package upgrade issue in the Salesforce Winter '18 release, the zqu__Z_Quote Custom App permission will not be included in the managed package permission sets in this release.

Previously, when you install Quotes and assign the permission to users, it grants users access to the zqu__Z_Quote app. Starting from the 8.10.2 release, you must clone the relevant permission set and add the app to it manually, and assign the cloned set to your users. See Step 9 in Install Zuora Quotes.

Integration Updates for Orders API

We have updated the integration with Orders to be compatible with the Orders API updates in the R216 release. The following issues have been fixed:

• Error previewing a quote - "Code: 58710021, Message: Invalid parameter(s): 'billToContact'.;"
• Error sending a quote - "Code: 58050021, Message: Invalid parameter(s): 'zipCode'.;"

Performance Improvements for Rules Engine

We have implemented minor changes to improve the performance of the Zuora Rules Engine.

Resolved Issue: Minor API Fixes

In your Apex code, you might have received an error if you instantiate the zQuoteUtil.ZBillingResult class. This issue has been fixed.

End User Product Filters with Special Characters Not Applied

In Lightning Guided Product Selector, the End User Product Filters were not correctly applied when the selected filter values contained special characters, such as commas, ampersand.

See Guided Product Selectors for the steps to set up End User Product Filters in Lightning Guided Product Selector.

Support of Salesforce Person Account

After further testing and a fix, Zuora Quotes now supports Salesforce Person Accounts when creating quotes.

See Manage Person Accounts for an overview of how Zuora Quotes works with person accounts.

This release notes provides a summary of new features, enhancements, and resolved issues in the Zuora Quotes Q4 2016 Release (Version 8.0).

To use this version of Zuora Quotes, you must upgrade your package as described in Upgrade Zuora Quotes.

Quotes Integration with Zuora Quotes

The version 8.9 of Zuora Quotes supports the following feature in the orgs with Orders enabled:

Resolved Issue: Fixes with Remote Exception Handling

Previously, the HttpResponse from a failed Zuora callout was being cached and used as the response to any subsequent Zuora callout, regardless of the subsequent callout’s HttpResponse content. This issue has been fixed.

JavaScript Plugin Updates Any Charge on the Page

Previously, the JavaScript plugin could only update the charge that triggered the plugin. In this release, the plugin was enhanced so that it could update other charges in the charge groups being passed in. See Product Selector JavaScript Plugin for a code sample.

Use Whitelist FieldSet Name Setting to Populate Additional Fields in Product Selector JavaScript Plugin

Starting in this release, you can use the Zuora Config Setting, Whitelist FieldSet Name, to populate additional fields in Product Selector JavaScript plugin. You no longer have to add the additional fields to the Display Fields field set.

The following is a sample use case:

1. Create a field set, named AdditionalCustomFields, on the QuoteRatePlanCharge object.
2. Create a custom field,  Cost__c, on the QuoteRatePlanCharge object.
3. Add the Cost__c custom field to the AdditionalCustomFields field set.
4. In Quote Configuration Settings in the Zuora Config tab, set the value of the Whitelist FieldSet field to AdditionalCustomFields.
5. When using Charge Group API or the Product Selector JavaScript plugin, you will see the value of Cost__c included.

Enable Ramped Pricing Setting Deprecated

The Enable Ramped Pricing setting in Advanced Quoting Configuration Settings in the Zuora Config tab was deprecated. Now to use ramped pricing, you only need to enable the Order setting in your org.

Tax Added to Order Metrics

Tax metrics were added to the Quote and Charge metrics via the Order Metrics from Zuora.

Upgrade to Zuora Quotes 8.8

The following new metrics fields were added. If you want to manage the new fields in UI, add the new fields to the specified page layouts.

Update Metrics Help Texts 

When you upgrade a managed package in Salesforce, the Help Text fields are not updated.

Follow the steps to manually update the Help Text fields for the Contracted MRR metrics on Quotes for your quoting users:

1. Browse to Setup > Build > Create > Objects > Quote of the Zuora Quotes Installed Package.
2. Click Edit next to the MRR (zqu__Previewed_MRR__c) field.
3. Copy the value of the Description field to the Help Text field.
4. Click Save.
5. Click Edit next to the Delta MRR (zqu__Previewed_Delta_MRR__c) field.
6. Copy the value of the Description field to the Help Text field.
7. Click Save.
8. Click Edit next to the Discount MRR (zqu__DiscountMRR__c) field.
9. Copy the value of the Description field to the Help Text field.
10. Click Save.
11. Click Edit next to the Delta Discount MRR (zqu__DeltaDiscountMRR__c) field.
12. Copy the value of the Description field to the Help Text field.
13. Click Save.

Follow the steps to manually update the Help Text fields for the Contracted MRR metrics on Quote Charge Detail for your quoting users:

1. Browse to Setup > Build > Create > Objects > Quote Charge Detail.
2. Click Edit next to the MRR (zqu__MRR__c) field.
3. Copy the value of the Description field to the Help Text field.
4. Click Save.
5. Click Edit next to the Delta MRR (zqu__DeltaMRR__c)DeltaMRR__c) field.
6. Copy the value of the Description field to the Help Text field.
7. Click Save.
8. Click Edit next to the Discount MRR (zqu__DiscountMRR__c) field.
9. Copy the value of the Description field to the Help Text field.
10. Click Save.
11. Click Edit next to the Delta Discount MRR (zqu__DeltaDiscountMRR__c) field.
12. Copy the value of the Description field to the Help Text field.
13. Click Save. 

Amendment and Renew Quotes Support More than 99 Rate Plans in Product Selector

The updated logic in Lightning Guided Product Selector now removes the hard restriction of maximum 99 rate plans included in an Amendment and Renew quotes.

See Limits in Zuora Quotes for the known limits, guidelines to manage the limits, and sample scenarios around the limits.

A New Global Method to Change Invoice Owner of a Quote

A new global method was added to the zQuoteUtil class to trigger an invoice owner change on the Amendment and Renewal quotes.

See zQuoteUtil Class for the method signature.

Update or Create Tiers in Rules Engine Custom Action

The Custom Action Plugin in the Rules Engine was fixed to allow charge tier updates.

See Custom Action Plugin for a code sample that updates charge tiers.

Quotes Integration with Zuora Orders

In the version 8.7 of Zuora Quotes, Order Metrics that Order Preview call returns are mapped to Quote metrics, and the metrics are available in Quote Preview.

Unable to Override the Billing Period of Charges in Quote Charge Summary

When adding a product to a quote, you were not able to overwrite the billing period of the charges. The QuoteChargeSummary.Period field was incorrectly assigned the value from Product Rate Plan Charge instead of the Quote Rate Plan Charge object. 

Field and Object Level Security Settings in Lightning Guided Product Selector

Now the Lightning Guided Product Selector correctly respects the field and object level security settings on the Quote Charge Tier object. You can disable a Quotes user from adding, removing, or editing Tiers of a Quote Rate Plan Charge that uses the volume or tiered charge model. See Set Tier Access Limits on Quote Rate Plan Charge.

Terms and Condition Amendments Incorrectly Created for Amend and Renewal Quotes

Terms and Condition amendments were automatically created when you created an Amend or Renewal quotes, causing issues with custom workflows for sending Quotes to Zuora and increasing the number of amendments on a quote.

Now the Terms And Condition Amendment is not automatically created when you create an Amend or Renewal quote. 

Unable to Activate Additional Currencies on Existing Products

Once tiers were created in Zuora for a product, new currencies could not be added to the product.

Error on Product Names with More than 80 Characters

You received an error and could not create a product with a name with more than 80 characters long in Salesforce. The issue is resolved in this release.

Error in BillTo / SoldToContact Lookups with Shared Contact Enabled

With the Shared Contact feature enabled in Salesforce, when you search for a contact in BillTo/SoldToContact Lookups during the quoting flow, you no longer receive an error.

Quotes Integration with Zuora Orders

The version 8.6 of Zuora Quotes supports the following features in the orgs with Orders enabled:

• Support for Adding and Removing Products in Ramp Segments

• Support JavaScript Plugin for Ramp Deals
  The Product Selector JavaScript Plugin updates trigger a cascade recalculation against future segments of the charge.

• User have to check "Enable Subscriptions to be Invoiced Separately?" in Zuora to preview/send quote after the Orders feature is enabled.

• Cloning in Ramp Deals
  When you clone the Add Product and New Subscription product, the placeholders are created for the future charge groups for future ramp periods. Original Product, Update Product and the new Original/Future/Extended/Original/Continued charge group type will not support cloning.

• Changing Quote Start Date
  When you change the quote start date, you are changing the entire ramp structure. Therefore, the previous contract effective dates might no longer be valid. You should clear all previous actions and create new ramp structure.

Custom Fields on Quote Rate Plan and Quote Amendment

Now you can configure Zuora Quotes to allow your quoting users to view and update custom field values at the Quote Rate Plan and Quote Amendment levels.

See Display Custom Fields on Page Layout for displaying custom fields in the Lightning Guided Product Selector.

Support for Billing in Arrears

Continuing on the Billing Timing option support in Product Catalog Sync in the previous release, this release includes the full support to set the Billing Timing option at the Quote Rate Plan Charge level and override the value when creating quotes for New Subscriptions and Add Product Amendments.

See Display Billing Option Fields in Product Selector for displaying the Billing Timing field in the Product Selector to allow your quote users to view and update the field value.

Direct Lookup to Product Rate Plan Charge in Quote Charge Summary for All Quote Types

The Quote Charge Summary object now populates a direct lookup to the Product Rate Plan Charge object for all types of quotes. This provides you a new ability to report on the Product Rate Plan Charge fields using Quote Charge Summary on the Remove Product amendments, which do not have a look up to Quote Rate Plan Charge.

Quotes Integration with Zuora Orders

The version 8.4 of Zuora Quotes supports the following features in the orgs with Orders enabled:

• A new global method to create and manage future dated amendments
  • ProductActionUtil
• Modified classes to manage future dated amendments
  • zCharge
  • zChargeGroup
  • QuoteProduct
• A new UI to manage future dated amendments
  • Allow users to select Ramp Frequency and Specific Ramp Frequency.
  • After the ramp frequencies have been selected, the Product Selector should display tables for all ramp segments.
  • Editing the charge information on a ramp segment should cascade to all future segments.
  • Currently, only updating charges is allowed.

Support for Automated Price Change on Renewal Quotes

In the Zuora Product Catalog, charges can be set up for an automatic price change upon renewal. Now the price change setting is displayed in Zuora Quotes, and your quoting users can override the setting when creating quotes for a new subscription, a new product amendment, or a renewal. 

The Effective Price of the Quote Rate Plan Charge will be updated with the automatic price change.

The Discount-Fixed Amount charge model is not supported for use with this feature.

The Quote Configuration Setting, Get Tiers from Zuora, must be selected for automatic price changes on renewal.

See Automated Price Change (Uplift) for Renewed Subscriptions for more information about this feature. 

Clone Rate Plans in Product Selector

A new menu button was added to allow you to copy rate plans in Lightning Guided Product Selector and to make the quoting flow easier for your users.

Newly added products in the current quoting flow can be cloned. 

Support Lookups in Lightning Guided Product Selector

For an improved quoting experience, you can provide the charge level lookups in Lightning Guided Product Selector. The new feature is available when creating quotes for new subscriptions or quotes for the add/update product amendments.

See  Display Lookup Fields in Enhanced Product Selector for the steps to add a lookup field  and have them available in Lightning Guided Product Selector.

Support for Billing Timing Option in the Product Catalog Sync from Salesforce to Zuora

The value you set in the Billing Timing field on Product Rate Plan Charge in Salesforce is now synchronized to the corresponding field in Zuora to support billing the charge in advance or arrears for subscriptions.

See Billing Timing for how the setting affects your subscriptions in Zuora.

New Global Method to Sync Products from Salesforce to Zuora

The new ProductSyncUtil global method was implemented for programmatically triggering product catalog syncs from Salesforce to Zuora. Major enhancements that the ProductSyncUtil global method provides are:

• Multi-entity support in product catalog syncs
• Bulk products syncs 

Whitelist Field Set for Custom Fields

Previously, all the user-defined custom fields were tracked and managed by Zuora Quotes, and that could potentially cause you to run into the Salesforce limit on query length when you have a large number of custom fields,

Starting in this release, Zuora Quotes global methods only track:

• The standard fields
• The custom fields included in the field sets of the managed package. 

You specify the whitelist field set name in Quote Configuration Settings.

Quotes Integration with Zuora Orders

The version 8.2 of Zuora Quotes supports the following features in the orgs with Orders enabled:

• Future dated amendments
  For ramp deals, you can create and update time-based periods where products or pricing change.
• Order metrics
  For each charge affected by an Order, the following metrics are generated at the charge level:
  • TCV
  • Total Contracted Billing
  • MRR
  • Discounted MRR
  • Discounted Total Contracted Billing
  • Discount
  • Total Revenue Amount
  • Unbilled Amount

See Order Mappings for the updated object mappings between the quotes objects and the Zuora order-related objects. 

New Features and Enhancements

The 8.0 release includes the following enhancements.

Resolved Issues

The 8.0 release includes the following resolved issues and other internal fixes.