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Zuora 360 Version 5 Release Notes

Zuora

Zuora 360 Version 5 Release Notes

These release notes provide a summary of new features, enhancements, and resolved issues in the Zuora 360 Version 5 releases. Version 5.0 is the major release, after which all the 5.X maintenance releases are based. Version 5.0 was released in Q3, 2018. To see previous release notes, go to Previous Zuora CPQ Releases.

Starting from January 2021, a dedicated release notes for Zuora 360+ is available. If you have enabled Zuora 360+, see Zuora 360+ Release Notes for the features, enhancements, and resolved issues of Zuora 360+. 

Maintenance Release 5.12 (Release Date: 2021-5-10)

The 5.12 release includes the following resolved issue.

Resolved issue: Mandate ID character limit discrepancy between Zuora and Salesforce

Previously, the Mandate ID field on the Payment Method object in Zuora had a character limit of 36, whereas MandateID (Zuora__MandateID__c) in Salesforce had a character limit of 18. It resulted in errors when you tried to sync payment methods with MandateID greater than 18 characters. This issue has been resolved. The character limit for this field is now updated to 255 in both systems.

Maintenance Release 5.11 (Release Date: 2021-4-21)

The 5.11 release includes the following enhancements and resolved issues.

OAuth support in US Cloud Data Center

Zuora 360 now supports using Salesforce OAuth credentials for Zuora tenants hosted in the US Cloud Data Center.

For related information, see:

Resolved issue: Failed to sync updates on default payment method on account

Previously, if you took the following steps in Zuora:

  1. Create a payment method for a billing account.
  2. Set the payment method as the default payment method.
  3. Set the default payment method on the billing account back to a non-default one.

After the sync, you could still find that the Default Payment Method checkbox is selected in your Salesforce organization.

In this release, we have enhanced the Zuora 360 and Zuora 360+ processes to trigger DefaultPaymentMethodUpdaterTrigger after the update of the BillingAccountDefaultPaymentMethodTrigger. This issue is now resolved.

Resolved issue: Invoice PDF not rendered

Previously, invoice PDFs were not rendered for Zuora 360 package 5.8 and above versions. This issue has been resolved now.

Maintenance Release 5.10 (Release Date: 2021-3-19)

The 5.10 release includes the following enhancements and resolved issues.

Support for Balance field on Invoice Item object through Zuora 360+

The Balance field is now available on the Invoice Item object in Salesforce (Zuora__Invoice__Balance__Amount__c) if you have enabled Zuora 360+. It allows you to view invoice item balance within Salesforce.

See New object types supported only when Zuora 360+ enabled for more information.

Integration with Salesforce Bulk API v51.0

Zuora 360 is now integrated with the Salesforce Bulk API Version 51.0 for the following sync types:

  • Manual Sync
  • Turbo Sync
  • On-Demand Sync
  • Scheduled Sync

Previously, Salesforce Bulk API version 27.0 was used.

Resolved issue: Always sync price for Product Rate Plan Charge in USD

Previously, Zuora 360 always synced the price for the Product Rate Plan Charge object in USD instead of in the default currency of the tenant. This issue has been resolved. Zuora 360 now uses the default currency of the tenant to calculate charge prices. 

Maintenance Release 5.9 (Release Date: 2021-2-3)

The 5.9 release includes the following resolved issue.

Resolved issue: DefaultPaymentMethodUpdaterTrigger class triggered on PaymentMethod creation

Previously, if you took the following steps:

  1. In your Salesforce account, navigate to a billing account that does not have a default payment method.
  2. Create a new payment method on this billing account.

You might find that the Default Payment Method checkbox of the new payment method was automatically selected. It was because that the Zuora.DefaultPaymentMethodUpdaterTrigger class was triggered on the creation of the PaymentMethod object. This issue has been resolved now.

Maintenance Release 5.8 (Release Date: 2021-1-19)

The 5.8 release includes the following enhancement.

New text field added to SubscriptionProductChargeHistory object

The Product Rate Plan Charge Id (Zuora__ProductRatePlanChargeId__c) text field has been added to the Subscription Product & Charge History (Zuora__SubscriptionProductChargeHistory__c) object.

See New object types supported only when Zuora 360+ enabled for more information.

Maintenance Release 5.7 (Release Date: 2020-10-20)

The 5.7 release includes the following enhancement.

Support for OAuth in Zuora Central Sandbox

Zuora 360 now supports OAuth in both the US and EU Zuora Central Sandbox environments.

The URLs used to access the Zuora Central Sandbox are:

Maintenance Release 5.5 (Release Date: 2020-5-5)

The 5.5 release includes the following enhancements and resolved issues.

Resolved issue: Associated Accounts missing in synced Invoices/Payments/Refunds

Previously, when Invoices, Payments, or Refunds were synced through 360+ Sync to Salesforce, the associated Accounts might be missing due to the Billing Accounts' CRM ids being added later or being changed in Zuora. This issue has been resolved.

Maintenance Release 5.4 (Release Date: 2020-3-9)

The 5.4 release includes the following enhancements and resolved issues.

Support for the sync of the Default Payment Method flag in Payment Method

Zuora 360+ Sync now supports the sync of the Default Payment Method flag in the Payment Method object.

Resolved issue: Date/Time field values within a daylight saving time period shifted one hour backward

Previously, when you run ZOQL with ZApi, the Date/Time field values within a daylight saving time period shifted one hour backward in the returned records. This issue has been resolved.

Maintenance Release 5.3 (Release Date: 2019-9-4)

The 5.3 release includes the following enhancements and resolved issues.

Support for Tax Company Code and VAT Id fields of Billing Account

The Tax Company Code and VAT Id fields have been added to Billing Account. Zuora 360+ Sync will support the sync of these fields soon.

Support for new fields of Product

The following fields have been newly added to Product:

  • Category (Category__c)

  • Zuora Created Date (CreateDate__c)

  • Effective Start Date (Effective_Start_Date__c)

  • Zuora Updated Date (Updated_Date__c)

Zuora 360+ Sync will support the sync of these fields soon.

Support for ZContact object

The ZContact object has been added to Zuora for Salesforce 360 package. Zuora 360+ Sync will support the sync of ZContact objects in the future.

Support for full-length BankTransferAccountName in PaymentMethod

Zuora 360+ Sync now supports the full length of BankTransferAccountName in PaymentMethod as on Zuora side.

Length of Country field in PaymentMethod increased to 255

The length of Country(Zuora__Country__c) field in PaymentMethod has been increased from 2 to 255.

Resolved issue: inconsistent number of decimal places for Price and Overage Price fields between Zuora and Salesforce

Previously, the number of decimal places for Price and Overage Price fields in Subscription and Product Charge objects is 2 on Salesforce side and 4 on Zuora side. To be consistent with Zuora side, Zuora 360+ Sync has now supported 4 decimal places for Price and Overage Price fields also on Salesforce side.

Maintenance Release 5.2 (Release Date: 2018-11-21)

The 5.2 release includes the following enhancements.

Support Object Types for Subscription History

360+ Sync is an add-on to Zuora 360. If you want to have access to the feature, submit a request at Zuora Global Support.

Zuora 360+ Sync now supports the following object types for Subscription History:

  • Subscriptions History
  • Subscription Rate Plans History
  • Subscription Product & Charges History
  • Subscription Charge Tier History

See Data Connect Object and Field Mapping for more information. 

Limitations are applicable to these object types. See Limitations in Data Connect for more information.

New Global Class GlobalRestHelper in Order Builder

A new global class GlobalRestHelper is released in Zuora 360 5.2. This class provides methods to facilitate making REST calls to Zuora using the configuration in 360. You can use the getServerUrl() method to retrieve the endpoint URL configured in 360. The mockRestHelper() method allows the exposed REST methods to be mocked out for testing purposes. See GlobalRestHelper Class for more information.

Major Release 5.0 (Release Date: 2018-9-12)

The 5.0 release includes the following enhancement and .

Support Object Types for Invoice Settlement

360+ Sync is an add-on to Zuora 360. If you want to have access to the feature, submit a request at Zuora Global Support.

Zuora 360+ now supports the following object types for Invoice Settlement:

  • Credit Memo
  • Credit Memo Item
  • Credit Memo Part
  • Debit Memo
  • Debit Memo Item
  • Payment Part
  • Refund Part

See Data Connect Object and Field Mapping for more information. 

Limitations are applicable to these object types. See Limitations in Data Connect for more information.