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Zuora Quotes Q2 2013 Release

Zuora

Zuora Quotes Q2 2013 Release

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Overview

We are pleased to provide you with a summary of our Zuora Quotes Q2 2013 release, including new features and resolved issues.

This release includes:

  • Zuora Quotes version 5.100 (full quarterly release)
  • Zuora 360 version 2.61 (maintenance release)

Highlights

Zuora Quotes

In this Q2 '13 release, we've implemented numerous major enhancements to Zuora Quotes: 

Support for more out-of-the box use cases in the quoting flow, including:

  • Capturing electronic payment methods as part of the quoting flow
  • Cancelling a subscription directly via Zuora Quotes
  • Selecting a quote contact from a parent and/or children accounts
  • Ability to sort, paginate, search quote templates when generating quote document, and associate a specific quote template with the quote. 

Improved quote workflow UI configurability, including:

  • Enhanced Zuora Quotes Configuration settings page that makes configuring Zuora Quotes easier and simper
  • Configurable pages that allow admin users to quickly and easily add, update and remove page sections and fields, and change the column layout of lists and lookups. Additionally admin users now have further control over section properties and page layouts.
  • Enhanced lookup fields to add auto-complete functionality, as well as list column configuration in the lookup browse window.

Easier overall usability, including:

  • Ability to localize labels and messages
  • Ability to update contacts and customer account information within Zuora directly from Zuora Quotes

Zuora 360

In this maintenance release, we've added support for the Invoice Target Date in the zSubscribe() call. See notes below for details.

New Features

Zuora Quotes 5.100

Enhanced Z-Quotes Configuration Page

We have centralized all the Zuora Quotes configuration settings under a single Zuora Config tab, organized into 6 configuration panels: 

  • Zuora Connection Settings
  • Quote Configuration Settings
  • Default Value Settings
  • Quote Template Settings
  • Hosted Payment Pages Settings
  • Layout Configuration Settings

Configurable page layouts

Starting with this release, admin users can configure the layout of a property page, a list, or a lookup field in the quoting flow without having to write custom Apex code or Visualforce page.  All layout configurations can be done through the "Layout Configuration Settings" panel under the Zuora Config tab.  

For more details, please see Configure Z-Quotes Object Layouts.

Capturing electronic payment methods as part of the quoting flow

With this feature, admin users can configure the new Create Payment Method button onto the Quote Detail page, and thus enable end users to capture electronic payment methods in the quoting flow.  

Cancelling a subscription directly via Zuora Quotes

With this feature, end users can create Cancellation Quotes to cancel subscriptions in Zuora.  We introduced a new "Cancel Subscription" quote type, and created its associated Record Type ("Cancellation") and page layouts.  When creating a cancellation quote, users can select the Contract Effective Date and Cancellation Date of the cancellation.  

Admin users can configure the layout of the quote creation, edit and detail screens via the new Layout Configuration Settings panel in Zuora Config. 

Selecting a contact from parent or child billing accounts

With this feature, users can select the Bill-to Contact and Sold-to Contact from the contacts of a parent or a child SFDC account that is associated with the billing account that the quote is created on.  The Bill-to Contact and Sold-to Contact fields are enhanced to support auto-complete, so that users don't need to open the lookup browse popup to search for the contacts.

When creating a new quote for an existing billing account, the Bill-to Contact and Sold-to Contact fields will be automatically defaulted to the bill-to and sold-to contacts of the billing account.

Ability to sort, paginate, search quote templates when generating quote document, and associate a specific quote template with the quote

Which this feature, when creating a new quote, users can associate a quote template with the quote, and this quote template will be used to generate the quote PDF or Word document.  There is a new lookup field "Quote Template" on the quote creation page.  
 
If a quote does not have a template associated, and there are more than one templates available for the quote type, users can select from a list of quote templates, when generating the quote document.  This quote list template list now supports sorting, paging and searching. 

Enhanced Lookup Fields

We have enhanced all the lookup fields in the quoting flow to support auto-complete, and sorting, paging and searching in the lookup browse popup window.  The lookup fields include: 

  • Bill-to Contact and Sold-to Contact
  • Quote Template
  • Invoice Owner
  • Parent Billing Account

Ability to localize labels and messages

We have replaced all text messages and labels with Force.com Custom Labels or Object/Field labels. Now admin users can apply translations to all Custom Labels through Force.com Translation Workbench, so that Z-Force Quotes can be displayed in users' preferred languages. If English is enabled in the Translation Workbench, admin users can customize the labels in English as well.

For more information, see Localization and Custom Labels.

Ability to update contacts and customer account information within Zuora directly from Zuora Quotes

We have introduced a new page for the end users to update contacts and customer account information, including external payment method and payment term, within Zuora directly from Z-Force Quotes. We have created a new custom button "Update Zuora Account Information" that navigates to this page.  Admin users can configure this button onto the Quote Details page.

Component Library

We have enriched our component library so that Force.com developers can easily customize quoting flow with minimum coding effort.  The following table lists the UI components we have added to the Component Library.  Please note that these components are currently in Pilot release.  We'll continue adding more features to these components.  

 Component Name  Description  Type  Available Since   Documentation
 ListComponent  The List Component provides Force.com developers with a dynamic, highly-customizable data list/grid UI component that can be used to display, edit, and select data within Salesforce. Through the use of  Field Sets and managed package plugins, what data is displayed and how it is handled is completely up to the developer.   UI  Q2 '13 Z-Force Quotes  Link
 LookupComponent  The Lookup Component provides Force.com developers with an enhanced lookup field that can be used to display reference type fields with dynamic filtering, highly-customizable lookup browse page, and auto-complete functionality.  The component can be used together with the property component, or can be used on a VisualForce page independently.
 		  UI  Q2 '13 Z-Force Quotes  Link
 PropertyComponent  The Property Component provides developers with a dynamic, highly-customizable property view component that can be used to display object detailed information on SFDC pages. User can configure the layout of a property component through Field Set Setup page in Force.com Setup as well as Layout Configuration Settings Page under Z-Quote Config tab.  UI  Q2 '13 Z-Force Quotes  Link
 StatusModal  The Status Modal Component provides a simple modal popup to display the current page status.   UI  Q2 '13 Z-Force Quotes  Link
 HostedPage  The Hosted Page component provides the ability to embed a Zuora Hosted Page iFrame on any VisualForce page.  Developers can use this component to customize the out-of-the-box Create Payment Method page.  UI  Q2 '13 Z-Force Quotes  Link
 Notification  The Notification component provides the ability to render the page messages in a consistent look-and-feel.  UI  Q2 '13 Z-Force Quotes  Link
 SelectBillingAccount      The Account Selector component is a page-level component that encapsulates all the business and UI logic of "Select Customer Account" page in the quoting flow.    UI Q2 '13 Z-Force Quotes   Link    
 CreateQuote  The Quote Creator component is a page-level component that encapsulates all the business logic and UI logic of "Create Quote" page in the quoting flow, for New Subscription, Amendment and Renewal type of quotes.  UI  Q2 '13 Z-Force Quotes  Link
 

 

Zuora 360 2.61

Support InvoiceTargetDate in zApi.zSubscribe()

We have added the support of InvoiceTargetDate in SubscribeProcessingOptions in zApi.zSubscribe().  So now you can set an InvoiceTargetDate that is different from the InvoiceDate when you make a zSubscribe() call in Zuora 360.

zSubscribe() Sample Code
//subscribe invoice processing options
Zuora.zApi.SubscribeInvoiceProcessingOptions sipo = new Zuora.zApi.SubscribeInvoiceProcessingOptions();
sipo.InvoiceTargetDate = '2013-12-01T02:47:06';

//subscription options
Zuora.zApi.SubscribeOptions so = new Zuora.zApi.SubscribeOptions();
so.GenerateInvoice = true;
so.ProcessPayments = true;
so.SubscribeInvoiceProcessingOptions = sipo;
 

Resolved Issues

Zuora Quotes 5.100

COM-4955: Children quotes in different quote collections having the same SFDC Account ID should not be grouped into the same billing account in Zuora

When sending 2 parent quotes to Z-Billing using the bulk version of zQuoteUtil.sendToZBilling() global methods, children quotes in different quote collections having the same SFDC account ID will be created under 2 separate billing accounts in Zuora.

Zuora 360 2.61

COM-5195: Create new unique external ID in Payment, PaymentInvoice and RefundInvoicePayment objects

Previously, we had a non-unique External ID defined in Payment, PaymentInvoice, and RefundInvoicePayment objects, and used this External ID for Z-360 Sync.  We discovered that when multiple concurrent On-demand Sync sessions are executed on the same payment objects, duplicate records may be created.  So in release 2.61, we have added a new external ID field named "Unique External ID" in each of these objects, and deprecated the old External ID field.  We have also added a Post Install Script to migrate the data from the old External ID field to the new Unique External ID field for these objects. 
Special Upgrade Note
If you are upgrading from release 2.4 or above to release 2.61: After the package is sucessfully installed navigate to Setup > Administration Setup > Monitoring > Apex Jobs. You will see 3 jobs named "ExternalIdBatchMigration" (each for one object).
Monitor the status of these batch jobs. It may take 10 to 20 minutes for them to complete. If there are errors reported in any of these jobs, please contact Zuora support.
Apex job monitor 01a.png