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Zuora Quotes Version 9 Release Notes

Zuora

Zuora Quotes Version 9 Release Notes

These release notes provide a summary of new features, enhancements, and resolved issues in the Zuora Quotes Version 9 releases. Version 9.0 is the major release, after which all the 9.X maintenance releases are based. To see previous release notes, go to Previous Zuora CPQ Releases.

Maintenance Release 9.43 (Release Date: 2021-10-07)

The 9.43 release includes the following enhancements and resolved issues.

CPQ X enhancements and resolved issues

The following enhancement is only applicable to CPQ X.

CPQ X supports creating quote line items 

CPQ X now supports creating quote line items. Quote line items are non subscription based items created in a quote, representing transactional charges such as one-time fees, physical goods, or professional service charges that are not sold as subscription services. After quote line items are sent to Zuora, they are converted to order line items.

See Create quote line items for more information.

General enhancements and resolved issues

The enhancements and resolved issues in this section are applicable to CPQ 9, or both CPQ 9 and CPQ X.

Zuora’s response to Salesforce releases

As part of the Salesforce Summer '21 release, Salesforce has retired their Platform API with versions under 20.0 (inclusive). This retirement does not include Custom Apex REST & SOAP Web Services, Apex Classes, Apex Triggers, or Visualforce Pages.

In addition, we have investigated the Zuora CPQ packages and come to the conclusion that you are not impacted by the Salesforce Winter ’22 release.

See the following Salesforce documentation for more information:

Support for setting bill-to and sold-to contacts through Populate Default Field Value plugin and Default Values plugin

You can now programmatically set bill-to and sold-to contacts through plugins for both CPQ 9 and CPQ X:

  • For CPQ 9, extend the Populate Default Field Value plugin (PopulateDefaultFieldValuePlugin).
  • For CPQ X, implement the Default Field Values plugin (DefaultValuesPluginV2).

The corresponding code samples are also provided for your reference. See Populate Value Plugin Example for more information.

Resolved issue: Quote sync failure due to character limit discrepancy

Previously, if you sent a quote where its opportunity name contained more than 100 characters, the sync would eventually fail. It was because Salesforce allows for 120 characters for the opportunity name to be stored within the system, while Zuora only allows for 100 characters.

To solve this issue without impacting existing opportunities, a character limit validation has been added to the Send to Zuora button. If you click the Send to Zuora button to send a quote where the opportunity name contains more than 100 characters, an error message is now displayed, which prompts you to update the opportunity name.

Maintenance Release 9.42 (Release Date: 2021-09-07)

The 9.42 release includes the following enhancements and resolved issues.

General enhancements and resolved issues

The enhancements and resolved issues in this section are applicable to CPQ 9, or both CPQ 9 and CPQ X.

Support for overriding Number Of Periods field when Orders is not enabled

The Number Of Periods (zqu__NumberOfPeriod__c) field on the Quote Rate Plan Charge object is used for the Overage Smoothing charge model. When Orders is not enabled, after the charge that contains this field is sent to Zuora, the synced value can now override the existing NumberOfPeriods field value in Zuora Billing. 

See Send a quote to Zuora for more information.

Resolved issue: Unclear error message 

Previously, when the following error message occurred, it was difficult for you to understand the underlying issue:

'subscriptions.orderActions' may not be empty.

In this release, we have improved this error message for better clarity in both CPQ 9 and CPQ X.

Resolved issue: Errors occur if Contract Effective Date for a quote amendment is earlier than Trigger Condition date of charge

Previously, an error would occur if the specified contract effective date of an action in an amendment quote was earlier than the Trigger Condition date of that charge. This issue has been resolved now. You can specify the contract effective date that is earlier than the Trigger Condition date.

Resolved issue: Incorrect total price for flat fee tiers in volume pricing model on QCS

Previously, if you took the following steps:

  1. In an Orders-enabled Zuora tenant, create a recurring product rate plan charge where the charge model is volume pricing with flat fee tiers. Then sync it to Salesforce.
  2. Add this product to a new subscription quote.
  3. Override the Quantity field to a number that belongs to a different tier.
  4. Save the quote, then check the Quote Charge Summary record.

You could find that the total price was incorrectly calculated. This issue has been resolved now.

CPQ X enhancements and resolved issues

The following enhancements and resolved issues are only applicable to CPQ X.

Default Values Plugin now available for CPQ X 

You can now use the Default Values plugin with CPQ X. The Default Values plugin provides better extensibility and more customization options to you than the standard Default Settings.

The Default Values Plugins setting is now available on the Default Settings page. With this setting enabled and the custom plugin name entered, the default values defined in your plugin are automatically populated to the quote. 

See Customize default values by implementing Default Values Plugin for more information.

CPQ X now supports Multi-Attribute Pricing charges

Charges of the Multi-Attribute Pricing charge model are now supported by CPQ X. You can now add recurring or usage-based charges of the Multi-Attribute Pricing charge model to a quote, and send these charges to Zuora. Note that only the Quantity field for recurring charges can be overridden.

See Get started with Multi-Attribute Pricing charge model for usage charges for more information about the Multi-Attribute Pricing charge model.

New permissions added to Zuora Quotes Product Admin Permission Set

The following classes have been added to the Apex Class Access permission set of Zuora Quotes Product Admin:

  • zqu.AdminConfigController
  • zqu.ConfigDefaultSettingsController

Only users who have these Apex Class Access permission sets enabled can successfully save the configuration in Quote Studio Settings.

Support for creating amendment or renewal quotes using New Quote(New) button

We have enhanced CPQ X to support creating amendment or renewal quotes using the New Quote (New) button. Previously, you could only use this button to create new subscription quotes.

See Create amendment quotes or renewal quotes using New Quote (New) button for more information.

Resolved issue: Order preview triggered even when billing account is not selected

An order preview call was triggered each time you load the Quote Studio page, even when the billing account was not yet selected. It could block you from using Quote Studio if the preview failed. This issue is now resolved. The preview is not triggered until an account is selected.

Resolved issue: Cannot change currency of quote

Previously, when a product was selected in a quote, you could not change the currency even if you removed all selected products. This issue has been resolved now. You can change the currency of the quote if no products are tied to it.

Maintenance Release 9.41.3 (Release Date: 2022-10-05) 

The 9.41.3 release includes a feature, an enhancement, and a resolved issue.

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.

Maintenance Release 9.41 (Release Date: 2021-08-09)

The 9.41 release includes a feature, an enhancement, and a resolved issue.

CPQ X now available to early adopters

This feature is in the Early Adopters phase. We are actively soliciting feedback from a small set of early adopters before releasing as generally available. If you want to have access to the feature, submit a request at Zuora Global Support or contact your Account Executive, and provide the ID of the Salesforce org on which you want to enable CPQ X.

To optimize the efficiency of quoting work streams within your sales process and eliminate quoting errors, we now provide CPQ X that contains a single-page application named Quote Studio. This modern UI seamlessly integrates with our existing Zuora Quotes package, which allows you to leverage Zuora Quotes features while taking advantage of the improved quoting experience of Quote Studio.

For its key capabilities, requirements, limitations, and Getting Started guide, refer to CPQ X.

Number Of Periods field now available on Quote Rate Plan Charge

The Number Of Periods field (zqu__NumberOfPeriod__c) specific to the overage smoothing charge model is now available on the Quote Rate Plan Charge object. With Orders enabled, after the charge that contains this field is sent to Zuora, the synced value will override the existing NumberOfPeriods field value in Zuora Billing. 

Previously, this field was not available in Zuora Quotes so the NumberOfPeriods field could not be overridden.   

See Send a Quote to Zuora for more information. 

Resolved issue: Hover help not working for contacts in Lightning mode

Previously, when you hover over the Bill To Contact or Sold To Contact field on the Account Details page in the Lightning mode, the hover help did not work. This issue has been resolved. The hover help is now displayed when you hover over these fields in the Lightning mode.

Maintenance Release 9.40 (Release Date: 2021-07-21)

The 9.40 release includes the following enhancement and resolved issue.

Support for REST API authorization for Zuora Central Sandbox tenants

With correct credentials entered in Zuora Connection Settings, the REST API connection with a Central Sandbox tenant can be successfully validated now in Zuora Quotes. Previously, only SOAP API authorization could work.

See Authorize the additional Zuora REST API for more information.

Resolved issue: Order preview failed if opportunity name contains special characters

Previously, you might encounter the issue where order preview failed with an internal error if specific characters are used in the Opportunity Name field (OpportunityName__QT). This issue has been resolved now.

Maintenance Release 9.39 (Release Date: 2021-06-22)

The 9.39 release includes the following resolved issue.

Resolved issue: Price Format not synced to Zuora when Bundling is enabled

With Bundling enabled, when you created a product with the Volume Pricing or Tiered Pricing charge in Salesforce, you could find that the Price Format field required for the product selector page was not synced to Zuora. This issue has been resolved now.

Maintenance Release 9.38 (Release Date: 2021-05-26)

The 9.38 release includes only internal enhancements and resolved issues.

Maintenance Release 9.37 (Release Date: 2021-04-27)

The 9.37 release includes the following resolved issue.

Resolved issue: Products not saved after search text is cancelled

Previously, in the Guided Selling flow of creating or edit a quote, if you took the following steps:

  1. Entered search texts to search for a product, and add this product.
  2. Click X to cancel the search text.
  3. Click Save.

You might find that the added product was not saved. This issue has been resolved now.

Maintenance Release 9.36 (Release Date: 2021-04-06)

The 9.36 release includes the following enhancement and resolved issue.

Guided Selling Flow configuration no longer requires Customize Application permission

Guided Selling Flow configuration is now independent of the Customize Application system permission. You can now add or edit Guided Selling Flows without the Customize Application permission. Previously, this permission was required for Guided Selling Flow configuration.

Resolved issue: Non-zero included units for charges sent to Zuora as 0 for Amendment Quotes

Previously, if you took the following steps:

  1. Create an Amendment Quote and add a new product charge of the usage-based type, the overage charge model, and 0 initial included units.
  2. Update the included units to a value greater than 0.

It was likely that the included units for the charge would be sent to Zuora as 0. This issue has been resolved, and the included units are passed correctly to Zuora now.

Maintenance Release 9.35 (Release Date: 2021-03-22)

The 9.35 release includes the following resolved issues.

Resolved issue: Rules not updating custom fields

Previously, if you set a Product Update to update the price and a custom field using a Custom Action plugin from a Rule, you might find that the price was calculated but the custom field was not updated accordingly. This issue has been resolved now.

Resolved issue: Delta MRR is 0 for new Amendment Quotes on QCS records

Previously, you might encounter the issue that the Delta MRR was 0 for new Amendment Quotes on Quote Charge Summary (QCS) records. This issue has been resolved now.

Maintenance Release 9.34 (Release Date: 2021-03-02)

The 9.34 release includes the following enhancements and resolved issues.

Support for applying credit memos and unapplied payments to invoices through quotes

With Invoice Settlement and Orders enabled, credit memos and unapplied payments can now be automatically applied to invoices through Zuora Quotes. The following fields are available in Salesforce UI when you create a new subscription quote:

  • Apply Credit - Indicates whether you want to automatically apply credit memos or unapplied payments, or both to an invoice.
  • Credit Balance Application Order - Determines the priority order to apply credit memos, unapplied payments, or both to an invoice. You can configure this setting only if you have selected the Apply Credit checkbox.

For more information, see Create a Quote.

Resolved issue: zqu.zQuoteUtil.renewQuote creates renewal amendments for rate plans containing only one-time charges

Previously, the zqu.zQuoteUtil.renewQuote method would create renewal amendments for rate plans that contain only one-time charges, which was incorrect. This issue has been resolved now.

Resolved issue: 3-year billing period on QRPC synced as Month 

Previously, if you set the billing period on Quote Rate Plan Charge (QRPC) to 3 years, you might find that the billing period was set as Month in Zuora after the quote was sent to Zuora. This issue has been resolved now.

Maintenance Release 9.33 (Release Date: 2021-02-04)

The 9.33 release includes the following enhancements and resolved issues.

Security adjustments for customer integrations with guest users

The Zuora Quotes End User Permission Set is used as the baseline permission set to encompass the use of Zuora CPQ. This Permission Set gives enough access to cover the use of Zuora Quotes, including the Edit and View All access, and can be cloned and restricted as necessary based on your business needs.

In Salesforce’s Spring ‘21 release, additional restrictions will be imposed on Guest User profiles, which will prevent the use of the Edit and View All access, to ensure that guest profiles are set up to be secure by default. Because the Quotes application requires a certain level of Edit access for system operations, permission access will need to be re-evaluated in accordance with profile restrictions.

To unblock programmatic use of quoting features blocked by Zuora-managed enforcement of access restrictions, the following changes have been made as of Quotes 9.33.

Submitting a Quote through sendToZBilling method now operates in System mode

Before, when a user triggered an action that invoked the Zuora CPQ global method sendToZBilling, the user would need to have sharing access to the quote being sent. Otherwise, an unhandled error would be raised as a result of the missing data access. 

If the quote record was shared, but the user did not have Edit access to the object, additional permission errors would be raised when Quote Status is updated post-submission, if the user did not have access to Edit the Quote object.

Because Edit Access cannot be granted to these users, changes have been implemented so that both of the above processes now operate in system mode, and will submit the quote regardless of sharing access.

This means that any custom integrations that trigger the submission process on a Quote should ensure proper validation of access rights when exposing actions to users that systematically submit quotes, without relying on the View All or Edit object permissions.

Charge updates can now override the Updatable Field Access

Before, when using the QCharge global method to assign new charge values, the user’s Edit and Field-Level Access would be checked to validate that the change can be made. 

For example, a custom integration that uses the QCharge global method to update the Quantity of a charge, the user must have Edit access to QuoteRatePlanCharge, and Field-Level Edit access to Quantity; otherwise, a field-level violation exception will occur. 

Additionally, when saving these changed plans and charges through QPlanWriter, additional validation would be run to ensure the user has Edit access to the Quote and Field-Level Edit access to any changed fields; otherwise, invalid access exceptions will occur.

Because Edit Access cannot be granted to these users, every field would deny edit access by default. It is now possible to pass an additional parameter called ignoreFieldLevelAccess to the QCharge.put() global method to bypass updatability checks. Invoking this method without including this parameter will continue to validate access as before.

This means that any custom integrations that invoke processes to update charge information should either respect the field-level access, or override field-level access and ensure proper validation of access rights when exposing actions to users that systematically change charge values, without relying on the View All or Edit object permissions.

Improved access permissions

The following security-related requirements have been implemented with human-readable exception messages:

  • Users must have Object Read access to the following objects and Sharing access to the relevant records when triggering an action to set up new products through QPlanBuilder:
    • ZProduct
    • ProductRatePlanCharge
    • ProductRatePlanChargeTier
    • UnitOfMeasure
  • Users must have Read and Create access to the following objects when triggering an action to Add, Update and Remove actions against Products on a Quote using QPlanReader and QPlanWriter.
    • QuoteAmendment
    • QuoteRatePlan
    • QuoteRatePlanCharge
    • QuoteChargeTier
    • QuoteChargeSummary
  • Users must have Field-Level Edit Access when triggering an action to update any fields through the QCharge.put() global method, in cases where the ignoreFieldLevelAccess flag is false or omitted.
  • Users must have Read and Create access to the following objects when triggering an action to perform the QPlan.remove() global method to delete or terminate a product.
    • QuoteAmendment
    • QuoteRatePlan
    • QuoteRatePlanCharge
    • QuoteChargeTier

Additional Security Considerations have also been added to describe security considerations for QPlanBuilder, QPlanReader, and QPlanWriter.

SequenceSetId, CreditMemoTemplateId, and DebitMemoTemplateId added to Quote object

The following fields have been added to the Quote object:

  • DebitMemoTemplateId
  • CreditMemoTemplateId
  • SequenceSetId

You can now use these fields to override the default Debit Memo Template, Credit Memo Template, or Sequence Set when submitting a Quote to Zuora with Orders.

Previously, Zuora Quotes in Salesforce could not work with the Invoice Settlement or Sequence Set feature in Zuora because you could not override the default Debit MemoTemplateId, CreditMemoTemplateId, or SequenceSetId on the Account object.

Resolved issue: Owner Transfer Amendment created automatically when Amendment quote is created on subscriptions with different owners

Previously, if you created an Amendment quote on a subscription where the invoice owner and subscription owner were different, you might find that an Owner Transfer Amendment was created automatically. This issue has been resolved now.

Maintenance Release 9.32 (Release Date: 2021-01-21)

The 9.32 release includes the following enhancement.

Support for setting Quote fields on Subscription object with Orders enabled

Zuora Quotes now supports setting the following Quote fields on the Subscription object for the submitted quotes when Orders is enabled:

  • Quote Number
  • Quote Type
  • Quote Business Type
  • Opportunity Name
  • Opportunity Close Date
  • Cpq Bundle Json Id

Maintenance Release 9.31.3 (Release Date: 2021-01-21)

The 9.31.3 release includes the following resolved issue.

Resolved issue: Quote Charge Summary Delta TCB for one-time charges not correct

Previously, the Delta TCB value on Quote Charge Summary for one-time charges was incorrect with the Orders feature enabled. This issue has been fixed.

Maintenance Release 9.31.1 (Release Date: 2020-12-16)

The 9.31.1 release includes the following resolved issues.

Resolved issue: QuoteChargeIntervalDetail records not support delta metrics for Remove actions

The QuoteChargeIntervalDetail object is available only if the Ramp Metrics feature is enabled. This feature is in the Early Adopter phase. If you want to have access to this feature, submit a request at Zuora Global Support

Previously, if you took the following steps:

  1. Create a new quote with a flat fee recurring charge on a ramp.
  2. Submit that quote to Zuora. 
  3. Amend the quote.
  4. Remove the charge, then add the charge back.

On the quote details page, you could find that an error was displayed when loading metrics in preview. This issue occurred because QuoteChargeIntervalDetail records did not support delta metrics for Remove actions. It has been resolved now. 

Resolved issue: Cannot update Zuora account fields when Payment Method is added to the field set

Previously, if an account with a default electronic payment method enabled auto-pay, any field from the Update Zuora Account Details page cannot be updated when the Payment Method field was included in the field set. This issue has been resolved now.

Maintenance Release 9.31 (Release Date: 2020-12-08)

The 9.31 release includes the following enhancements and resolved issues.

Support for syncing TaxRegion__c field on Quote to the created contacts in Zuora with Orders enabled

The TaxRegion__c field is available on the Quote object. Zuora Quotes now supports syncing the TaxRegion__c field on the Quote object in Salesforce to the created contacts in Zuora with the Orders feature enabled.

See Send a Quote to Zuora for more information.

Support for TCV on QRPC with Orders enabled

With the Orders feature enabled, TCV for Quote Rate Plan Charge (QRPC) is now supported for Order Metrics. Previously, Zuora Quotes did not support TCV or the preview TCV metrics at the QRPC level.

See Quote and Charge Metrics for more information. 

Delta TCB and Delta MRR on QCID records now available

This enhancement is part of the Ramp Metrics feature that is in the Early Adopter phase. If you want to have access to this feature, submit a request at Zuora Global Support

Zuora Quotes now support the following metrics on the Quote Charge Interval Detail object:

  • Delta TCB
  • Delta MRR

These metrics allow you to easily identify the charge fluctuation for each interval. See the following articles for more information:

Resolved issue: Custom Action Plugin incorrectly used list price for total amount calculation

Previously, the Custom Action Plugin incorrectly used the list price on the charge tier instead of the effective price to calculate the total amount. This issue has been resolved. The effective price on the charge tier is now used for the total amount calculation.

Resolved issue: Currency set by Default Value Plugin not included in Invoice Owner list filter

Previously, the currency set by Default Value Plugin was not picked up by the Invoice Owner list filter. This issue has been resolved. You can now use the Default Value Plugin to set the default currency on a quote, and use it to filter out non-matching billing accounts when looking up the invoice owner.

Resolved issue: Rules could not refer to multiple lookups to the same object

Previously, if a rule was configured to use values from two lookups to the same object, for example, Bill To Contact and Sold To Contact, only the first reference would be visible. This has been resolved. Rules can now refer to multiple lookups to the same object.

Maintenance Release 9.30 (Release Date: 2020-11-12)

The 9.30 release includes the following enhancements and resolved issues.

SalesRepName now successfully synced into Zuora Billing with Orders enabled

The SalesRepName field in Salesforce can now be synced to Zuora Billing with the Zuora Orders feature enabled. Previously, Zuora Quotes did not support syncing this field if you have enabled Orders for your Zuora Billing tenant.

Timeout for Visualforce components increased from 30 seconds to 120 seconds

The timeout for the SelectProduct and ProductBundleGuidedSelling components of Visualforce has been increased from 30 seconds to 120 seconds.

Resolved issue: Delta TCB not updated correctly in Quote Charge Summaries 

Previously, you might find that the Delta TCB value in the Quote Charge Summaries table was not updated in one of the following use cases:

  • Create a new Subscription quote and add a product of the $0 price.
  • Create a new Subscription quote and add a product, then update the price to $0.
  • Create a new Subscription quote and add a product, update the ramp, then revert the price to the original one.
  • Renew a Subscription quote and update the product, then revert the price to the original one.

Now, this issue has been resolved. The Delta TCB value is now correctly updated in these cases.

Resolved issue: Quotes PDF or Word file not generated 

Previously, with the Set file access to Set by Record for files attached to records general setting enabled in Salesforce, you might find that the quote document was created as an attachment instead of a file if you clicked the Generate PDF or Generate Word button. This issue has been resolved. Both PDF and Word files can be generated now.

Resolved issue: Incorrect total price on Quote Charge Summary after product removal

Previously, when a product was removed in an Amendment or Renewal quote with a per-unit charge, the Total Price field value on the Quote charge Summary record was not updated accordingly. This issue has been resolved and this field now displays the correct value.

Resolved issue: Clone Quote or Maintain Quote error of Amendment quotes

Previously, if you clicked the Maintain Quote or Clone Quote button of an Amendment quote, select the Maintain Quote checkbox, then click Next, you could encounter an object retrieval error. This issue has been resolved now.

Resolved issue: Cannot specify negative values for discount percentage or effective price for discount charges

Previously, Zuora Quotes did not allow you to specify negative values for the discount percentage or the effective price of percentage discount charges. This issue has been resolved now.

Resolved issue: Is Charge Expired set to True after quotes are submitted to Zuora Billing

Previously, after you submitted quotes to Zuora Billing, the Is Charge Expired field was automatically set to True, which could result in errors. This issue has been resolved now.

Maintenance Release 9.28 (Release Date: 2020-10-05)

The 9.28 release includes the following resolved issues.

Resolved issue: Delta metrics preserved and not updated when reverting product update price

Previously, when you reverted the price of a product update to the original value, delta metrics were preserved and not updated to the new value. This issue has been resolved. QCS records can be removed for updates with no delta impact now.

Resolved issue: Cannot clone Amend Quote if Service Activation Date is set to a date earlier than the current date

Previously, if you created an Amend Quote and set Service Activation Date to an earlier date prior to the current date, you could not clone this quote. This issue has been resolved in this release.

Maintenance Release 9.27 (Release Date: 2020-09-22)

The 9.27 release includes the following enhancements and resolved issues.

Custom fields on Account object now supported through Preview

With the Orders feature enabled in your Zuora tenant, custom fields on the Account object can now be sent in the Preview request. Previously, Account-level custom fields were not supported through Preview. This enhancement particularly facilitates the custom fields to be used in tax connectors.

Resolved issue: Segment start dates not reflected in Amendment Quotes

Previously, with the Store Existing Products feature enabled, it was difficult to understand subscriptions that have gone through multiple changes in the edit products table. This issue has been resolved. Existing products in the edit products page now have a date displayed above the product name, which indicates when the segment starts.

Resolved issue: TCV incorrectly updated to 0 on Quote Rate Plan Charge 

Previously, when a recurring charge was newly added, the TCV and MRR values on Quote Rate Plan Charge were set correctly. However, after you updated the billing period or effective price of the charge, TCV would be incorrectly updated to 0 on QRPC. This issue has been resolved in this release.

Resolved issue: zqu__BillingDiscount__c on QCD not updated if the discount value is 0

Previously, if you updated the percentage discount of a product from a non-zero number to 0, the Discount field (zqu_BillingDiscount_c) on Quote Charge Details was not updated accordingly. This issue has now been resolved.

Maintenance Release 9.26 (Release Date: 2020-08-04)

The 9.26 release includes the following new features, enhancements, and resolved issues.

Support for Ramp Metrics 

A new feature called Ramp Metrics is now available for Ramp Deals in Zuora Quotes to expose billing metrics broken down by different time intervals. The Ramp Metrics feature is currently in the Early Adopter phase, and requires the Orders feature to be enabled for your Zuora tenant. 

See the following articles for more information:

Metrics are recalculated when Ramp Frequency is changed

With the Ramp Metric feature enabled, the ramp frequency can now trigger to refresh the metrics so that the ramp metric is recalculated. Previously, ramp frequency was not taken into account during the ramp metrics calculation. 

Resolved issue: When multiple charge segments exist in a ramp interval, only TCB for each segment is displayed

Previously, when multiple charge segments existed in a ramp interval, TCB for each charge segment was displayed instead of the total TCB for the whole interval. This issue has been resolved. Now, TCB for the whole interval is displayed.

Resolved issue: Order actions are not submitted in the specified order

Previously, there were cases that the order actions created by the AsyncQuoteSubmit.addActions method did not follow the specified order in the AsyncQuoteSubmit.AddActionsSettings class. This issue has been resolved now.

Resolved issue: Rules Engine passing the incorrect price for original one-time charges

Previously, when you took the following steps:

  1. Create a New Subscription quote with a one-time charge. 
  2. Overwrite the price and send it to Zuora.
  3. Set up a custom action plugin to clone the rate plan.
  4. Create an Amendment quote for this subscription and trigger the custom action.

You would find that the price for the one-time charge was changed to the original price from the product catalog instead of the rate plan charge. Thus the price for the cloned rate plan was also incorrect. This issue has been resolved now.

Maintenance Release 9.25 (Release Date: 2020-06-29)

The 9.25 release includes the following enhancements and resolved issues.

ChargeNumber now populated on QRPC record when charge groups are updated

When an Update Product amendment is created using the zChargeGroup model, ChargeNumber is now populated on the QRPC record. It ensures that when transitioning to large quotes, the charge number in the QCS record is updated with the QRPC charge number. 

Resolved issue: Address discrepancies between Salesforce and Zuora

Previously, contact address discrepancies between Salesforce and Zuora were likely to occur for accounts where the contact information contains multi-line addresses. This issue has been resolved.

Resolved issue: Effective price and list price not populated on QuoteChargeSummary

Previously, when you amended a non-usage volume charge, the list price and effective price were not populated on the QCS record. If you edited the amendment later, the list price and effective price on the QCS record would have incorrect values. This issue has been resolved. The QCS record now has the correct effective price and list price.

Resolved issue: Quote preview error

If you created an Update Product amendment quote in Salesforce that updated one charge of a rate plan, and this rate plan contained a usage charge with the overage pricing charge model, you would receive an error when attempting to preview the quote. This issue has been resolved.

Resolved issue: Quote metrics not calculated for product amendments on renewal quotes 

Previously, when you created a new renewal quote and performed a product amendment, the metrics were not calculated. This issue has been resolved now.

Resolved issue: Error occurs when creating cancellation quotes

Previously, when creating a cancellation quote, you might encounter the following error even if the Calculate Quote Metrics Through setting was correctly configured:

Calculate Quote Metrics Through: The Billing Periods Value must be an Integer between 1 and 36.

This issue has been resolved in this release.

Resolved issue: Rules not triggered for discount charge changes

Previously, rules were not triggered when the attributes on discount charges were changed. This issue has been resolved now.

Resolved issue: Split Contact swaps Bill To Contact and Sold To Contact

Previously, if you had a billing account with a single contact, and took the following steps in Salesforce:

  1. Create a quote against this billing account.
  2. Edit either the bill-to or sold-to contact.
  3. Click Update Zuora Account Details.
  4. Click the Split Contact button on the Update Zuora Account Details page.
  5. Click Update Zuora Data.

Then you could find that in Zuora, the Bill To Contact and Sold To Contact information was swapped unexpectedly.

This issue has been resolved. The bill-to contact and sold-to contact information is correctly synced and displayed now.

Maintenance Release 9.24 (Release Date: 2020-05-12)

The 9.24 release includes the following new features, enhancements, and resolved issues.

The default PriceIncreasePercentage value shows on the UI

The default PriceIncreasePercentage value is now displayed on the UI when you add a product to a new or amendment quote.

Resolved issue: Expired products were filtered out in Rules Engine

Previously, Rules Engine did not register expired products for configurable rules. This issue has been resolved.

Resolved issue: Effective Price updates were not correctly saved

Previously, when you updated the Effective Price and clicked SUBMIT on Edit Products and Charges page, the changes were not correctly saved and reflected on Quote Detail page. This issue has been resolved.

Resolved issue: Rules behaviors affected by Hide Original One-Time Charges setting

Previously, some Rules did not behave as expected on the amendment quotes when Hide Original One-Time Charges was enabled. This issue has been resolved.

Resolved issue: Populate Value Plugin for Cancellation Quote cannot populate zqu__Calculate_Quote_Metrics_Through__c

Previously, when you used the Populate Value Plugin for Cancellation Quote to populate the zqu__Calculate_Quote_Metrics_Through__c field, it cannot be successfully populated. This issue has been resolved.

Resolved issue: Discount value changed upon saving

Previously, when you entered a value into the discount of a charge in a quote, the discount value changed upon saving due to the effective price being truncated according to the display scale settings. This issue has been resolved.

Resolved issue: Rules Engine passed wrong original price values for one-time charges

Previously, the Rules Engine passed incorrect original price values when cloning one-time charges. This issue has been resolved.

Release 9.24 automatically pushed

Zuora Quotes Version 9.24 will be pushed to your org automatically if your org is on version 9.23+. You do not have to take any action to upgrade.

If your org is on a version before 9.23, you still need to request the Zuora Quotes package installation link from Zuora Global Support for upgrading to a Version 9 release.

Maintenance Release 9.23 (Release Date: 2020-04-01)

The 9.23 release includes the following new features, enhancements, and resolved issues.

Resolved issue: TermsAndConditions amendment not created when Renewal Term updated

Previously, if you updated the Renewal Term of a quote, the TermsAndConditions amendment might not be created on the quote. This issue has been fixed.

Resolved issue: Charge Number field not populated upon updating the product

Previously, the Charge Number field got cleared in the Quote Charge Summary or Quote Rate Plan Charge record when you updated an original charge through certain global methods. This issue has been resolved.

Release 9.23 automatically pushed

Zuora Quotes Version 9.23 will be pushed to your org automatically if your org is on version 9.22+. You do not have to take any action to upgrade.

If your org is on a version before 9.22, you still need to request the Zuora Quotes package installation link from Zuora Global Support for upgrading to a Version 9 release.

Maintenance Release 9.22 (Release Date: 2020-03-11)

The 9.22 release includes the following new features, enhancements, and resolved issues.

Your organization can now connect to Zuora REST API

As of Quotes 9.22, you can configure your organization's connection to Zuora REST API. Some flows in Zuora CPQ may need to connect to Zuora REST API.

If you newly install Zuora Quotes 9.22 or CPQ X is enabled in your organization, the Zuora REST API is automatically authorized.

However, if you upgrade Zuora Quotes from an older version to version 9.22, you must manually authorize Zuora REST API. See Authorize the additional Zuora REST API for more information.

Resolved issue: quote metrics showed positive tax value for new billing accounts with tax exempted

Previously, with Orders enabled, when you created a quote for a new billing account with tax exempted, positive tax value was displayed in Quote Metrics on the Quote Detail page. This issue has been resolved.

Release 9.22 automatically pushed

Zuora Quotes Version 9.22 will be pushed to your org automatically if your org is on version 9.21+. You do not have to take any action to upgrade.

If your org is on a version before 9.21, you still need to request the Zuora Quotes package installation link from Zuora Global Support for upgrading to a Version 9 release.

Maintenance Release 9.21.3 (Release Date: 2022-12-21)

The 9.21.3 release includes the following resolved issue.

Resolved issue: Unwanted comma separator in custom number and currency fields in product section

Previously, when entering a negative three-digit value into a custom number or currency field in the product section, a comma separator might appear. This issue has been resolved.

Maintenance Release 9.21 (Release Date: 2020-01-30)

The 9.21 release includes the following new features, enhancements, and resolved issues.

Quote Totals now take into account Credit Memos and Debit Memos

Previously, with Invoice Settlement and Orders enabled, certain fields in calculated metrics on quote totals were incorrect due to line items from credits being ignored in metrics calculation. As of 9.21, the Total, Subtotal, and Tax fields on quotes now include credits and are correctly calculated.

Resolved issue: Attachment to File Conversion triggered for incorrect Attachments 

The setting Attach PDF/Word documents as Files is used to convert Quote PDF attachments to files on quote generation. Previously, with this setting enabled, attachments duplicated to other records were also converted. This issue has been resolved and now only Opportunity-based attachments are converted when this setting is enabled.

Resolved issue: accented characters in Guided Selling Step Title incorrectly displayed

Previously, accented characters in Guided Selling Step Title were saved in an encoded format and cannot be displayed correctly. This issue has been resolved.

Release 9.21 automatically pushed

Zuora Quotes Version 9.21 will be pushed to your org automatically if your org is on version 9.20+. You do not have to take any action to upgrade.

If your org is on a version before 9.20, you still need to request the Zuora Quotes package installation link from Zuora Global Support for upgrading to a Version 9 release.

Maintenance Release 9.20 (Release Date: 2019-12-20)

The 9.20 release includes the following new features, enhancements, and resolved issues.

Resolved issue: error when updating zqu__SpecificEndDate__c with custom action plugin 

Previously, when you updated the zqu_SpecificEndDate_c field with a custom action plugin, an error occurred on the Edit Products and Charges page when running rules. This issue has been resolved.

Resolved issue: cannot store products with a Rate Plan Charge Name longer than 80 characters on an amendment quote

Previously, with Orders and Store Existing Products enabled in your org, when you tried to create an amendment quote for an existing subscription that contained a Rate Plan Charge whose name was longer than 80 characters, an error was reported and the amendment quote could not be correctly created. This issue has been resolved.

Release 9.20 automatically pushed

Zuora Quotes Version 9.20 will be pushed to your org automatically if your org is on version 9.19+. You do not have to take any action to upgrade.

If your org is on a version before 9.19, you still need to request the Zuora Quotes package installation link from Zuora Global Support for upgrading to a Version 9 release.

Maintenance Release 9.19 (Release Date: 2019-10-30)

The 9.19 release includes the following new features, enhancements, and resolved issues.

Resolved issue: Description of Product Rate Plan not synced to Zuora with Bundling enabled

Previously when you synced a Product to Zuora with Bundling enabled, the Description field of the Product Rate Plan was not populated on Zuora side. This issue has been resolved.

Resolved issue: unexpected updates on Quote Rate Plan Charge fields when updating an Amendment Quote with QPlanWriter()

Previously, when you used QPlanWriter() to update Products on an Amendment Quote, the PRICE CHANGE OPTION and PRICE INCREASE PERCENTAGE fields of the Quote Rate Plan Charges were updated unexpectedly. That caused the Amend Quote not being able to be sent to Zuora. This issue has been resolved.

RuleMessage global methods are available

The following global methods of RuleMessage are available for you to access the actionType, message, messageType, and ruleName from the message response when invoking the rules engine programmatically:

  • getActionType()
  • getMessage()
  • getMessageType()
  • getRuleName()

See RuleMessage Class for more information.

Release 9.19 automatically pushed

Zuora Quotes Version 9.19 will be pushed to your org automatically if your org is on version 9.18+. You do not have to take any action to upgrade.

If your org is on a version before 9.18, you still need to request the Zuora Quotes package installation link from Zuora Global Support for upgrading to a Version 9 release.

Maintenance Release 9.18 (Release Date: 2019-09-23)

The 9.18 release includes the following new features, enhancements, and resolved issues.

Resolved issue: Account not populated automatically when creating a new quote against an existing account in Sales Console

Previously when you clicked New Quote from the account detail page in Sales Console, the Account field was not automatically populated with the current account on the New Quote page. This issue has been resolved.

Resolved issue: cannot directly create Amendment Quote against existing billing account

Previously, when you tried to create an Amendment Quote against an existing account, if the first account in the existing account list had no subscription associated with it, you cannot continue creating the Quote as the Next button kept disabled, even if you re-selected another existing account that was associated with one or more subscriptions. This issue has been resolved.

Resolved issue: page redirected when a validation rule failed upon save in the Product Selector

Previously, when a validation rule failed upon save in the Product Selector, the page was redirected. This issue has been resolved.

Resolved issue: cannot change originally identical Billto and Soldto to different contacts when updating Zuora account details

Previously, with Orders enabled, if you took the following steps:

  1. Create a Quote with the same contact selected for both the Billto and the Soldto field and submit it to Zuora
  2. Edit either the Billto or the Soldto contact on the Update Zuora Account Details page
  3. Click Update Zuora Data for this contact

Both the Billto and the Soldto contacts were updated in Zuora because only a single contact had been created when the Quote was submitted to Zuora.

The Update Zuora Account Details feature has been enhanced that you can now split the Billto and Soldto contacts and update them separately.

Resolved issue: Send to Zuora not forbidden when rules validation fails

Previously, if a Zuora rule validation failed upon save in the product selector, when you canceled the save and went back to the Quote Detail page, you could still submit the quote to Zuora by clicking the Send to Zuora button. This issue has been resolved.

Resolved issue: Submit button not disabled while a rule is executing

Previously, when you added a rate plan and clicked the Submit button while a rule with an action of adding the same rate plan was running, this rate plan might be added more than once. The Submit button is now disabled while a rule is running and this issue has been resolved.

Resolved issue: Quotes Detail page displayed as Salesforce Classic in Sales Console

Previously the Quotes Detail page was displayed as Salesforce Classic in Sales Console app. This issue has been resolved.

Resolved issue: update on Billing Timing field not synced to Zuora upon submission

Previously, with Orders enabled, when you changed the Billing Timing field from In Advance to In Arrears on the Edit Products and Charge page, upon submission, the value of this field was not updated on Zuora side. This issue has been resolved.

Release 9.18 automatically pushed

Zuora Quotes Version 9.18 will be pushed to your org automatically if your org is on version 9.17+. You do not have to take any action to upgrade.

If your org is on a version before 9.17, you still need to request the Zuora Quotes package installation link from Zuora Global Support for upgrading to a Version 9 release.

Maintenance Release 9.17 (Release Date: 2019-08-20)

The 9.17 release includes the following new features, enhancements, and resolved issues.

Resolved issue: Delta MRR and/or Quantity incorrect in ramp segments upon updating or removing Product

Previously, when you removed a product or updated the effective price or quantity in a ramp segment, the values of Delta MRR and/or Quantity in the QCS record did not reflect the changes correctly. This issue has been resolved.

Resolved issue: Subscription Term End Date not correctly updated

Previously the Subscription Term End Date was not updated correctly when you changed the Subscription Term Type from Termed to Evergreen on Create Quote page for Amendment quotes. This issue has been resolved.

Resolved issue: Quote metrics not recalculated upon changes of Tax Exemption Details

Previously, if you created a quote against a billing account that had not yet been synced to Zuora, when you then changed the Tax Exemption Details, the quote metrics was not recalculated automatically to reflect your changes. This issue has been resolved.

Resolved issue: recurring charges not displayed when creating Amendment quotes for Evergreen subscriptions

Previously, when you created an Amendment quote for an Evergreen subscription with recurring charges, these charges were not displayed on Edit Products and Charges page. This issue has been resolved.

Release 9.17 automatically pushed

Zuora Quotes Version 9.17 will be pushed to your org automatically if your org is on version 9.16+. You do not have to take any action to upgrade.

If your org is on a version before 9.16, you still need to request the Zuora Quotes package installation link from Zuora Global Support for upgrading to a Version 9 release.

Maintenance Release 9.16.1 (Release Date: 2019-08-09)

The 9.16.1 release includes the following new features, enhancements, and resolved issues.

Resolved issue: null quoteId error when saving on Edit Quote Detail page

Previously, with Enable Rule Validation on Quote Creation selected in Zuora Config > Quote Configuration Settings, a null quoteId error was reported when you tried to save on Edit Quote Detail page. This issue has been resolved.

Maintenance Release 9.16 (Release Date: 2019-07-22)

The 9.16 release includes the following new features, enhancements, and resolved issues.

Resolved issue: units of measure not populated on Product Rate Plan Charges

Previously, the units of measure on Product Rate Plan Charges were not populated when synchronizing 100+ units of measure. This issue has been resolved.

Resolved issue: high volume quotes cannot be edited due to a performance error

Previously, a performance error prevented you from editing a high volume quote. This issue has been resolved.

Resolved issue: decimal places incorrectly set in tier pricing under different locales

Previously, when you edited the effective price of a tier under different locales, the decimal places were set incorrectly. This issue has been resolved.

Release 9.16 automatically pushed

Zuora Quotes Version 9.16 will be pushed to your org automatically if your org is on version 9.14+. You do not have to take any action to upgrade.

If your org is on a version before 9.14, you still need to request the Zuora Quotes package installation link from Zuora Global Support for upgrading to a Version 9 release.

Maintenance Release 9.15.2 (Release Date: 2019-06-10)

The 9.15.2 release includes the following new features, enhancements, and resolved issues.

Resolved issue: expired charges blocked loading Product Selector page when creating renewal or amendment quotes

Previously, with Orders enabled, the Product Selector page could not be loaded when creating renewal or amendment quotes for a subscription with expired rate plan charges. This issue has been resolved.

Maintenance Release 9.15.1 (Release Date: 2019-05-31)

The 9.15.1 release includes the following new features, enhancements, and resolved issues.

Resolved issue: AmendmentType not correctly stored when creating renewal or amendment quotes

Previously, AmendmentType was not being correctly stored when creating renewal or amendment quotes with Orders enabled. This issue has been resolved.

Maintenance Release 9.15 (Release Date: 2019-05-29)

The 9.15 release includes the following new features, enhancements, and resolved issues.

Charge Number Auto-generated for High Volume Quotes upon Submission

Previously, when you submitted a High Volume Quote to Zuora, the Subscription Charge Number was the Salesforce GUID of the Quote Rate Plan Charge record. As of Quotes 9.15, the Charge Number can be auto-generated upon submission. 

A new property isPreview is introduced in AsyncQuoteSubmit.AddActionsSettings Class. To enable Charge Number auto-generation upon submission of High Volume Quote, you must set isPreview to false. And a separate draft needs to be created for submission instead of activating the same draft that is used for the preview.

Attach to Files Supported for Lightning Experience

A new setting Attach PDF/Word documents as Files is now available in Zuora Config > Quote Configuration Settings > Quote Processing Options. With this setting enabled, you can now attach documents to a Quote or Opportunity as files rather than as attachments in Lightening Experience.

Resolved Issue: Unable to Sync Changes on Taxable Fields

Previously, with Bundling enabled, the changes on Taxable value in Product Rate Plan Charge could not be synced to Zuora. A new setting checkbox Sync Taxable Fields is now available. You can now enable the sync of Taxable value by checking Sync Taxable Fields in Quote Configuration Settings.

Resolved Issue: Horizontal Scroll Bar Missing in Lightning Product Selector

Previously, in Lightning Product Selector, when you kept adding products till the vertical scroll bar appeared, the horizontal scroll bar disappeared. This issue has been resolved.

 

Note that the QuoteCharge migration script will no longer be run automatically if you are upgrading from version 6.X to 9.15. You can run the script manually by following the steps described in Run the Script to Migrate Quotes Data.

Maintenance Release 9.14 (Release Date: 2019-04-23)

The 9.14 release includes the following new features, enhancements, and resolved issues.

Resolved Issue: Associated Features Not Copied When Clone Product

Previously, when you cloned a Product with associated Features, the associated Features were not copied. This issue has been resolved.

Release 9.14 automatically pushed

Zuora Quotes Version 9.14 will be pushed to your org automatically if your org is on version 9.12+. You do not have to take any action to upgrade.

If your org is on a version before 9.12, you still need to request the Zuora Quotes package installation link from Zuora Global Support for upgrading to a Version 9 release.

Note that the QuoteCharge migration script will no longer be run automatically if you are upgrading from version 6.X to 9.14. You can run the script manually by following the steps described in Run the Script to Migrate Quotes Data.

Maintenance Release 9.13 (Release Date: 2019-03-20)

The 9.13 release includes the following new features, enhancements, and resolved issues.

Behavior of QPlan.remove() Method Updated

As of Quotes 9.13, when you remove an Original QPlan, the child charges and features under the QPlan will also be cleared out. See State Changing Methods for more information.

Default Behavior of QPlanReader.load() method Updated

 We have added a new property readLastSegmentOnly and a new method setReadLastSegmentOnly() into QPlanReader.Settings Class. The default behavior of QPlanReader.load() method has been changed so that only last segment charges are retrieved from the stored charges by default. See QPlanReader.Settings Class for more information.

Resolved Issue: Invoice Delivery Method Field on Quote not Respected when Orders Enabled

Previously, with Orders enabled, if you set the Invoice Delivery Method (BillingMethod__c) field on a Quote and submitted the Quote to Zuora, the corresponding field in Zuora Account was not set correctly. This issue has been fixed.

Release 9.13 is not automatically pushed

Maintenance Release 9.12 (Release Date: 2019-02-26)

The 9.12 release includes the following new features, enhancements, and resolved issues.

New Value Type: Lookup Value in the Rules Engine

We have added Lookup Value to Rules Engine. You can use a Lookup Value in a rule to set a multi-attribute price. See Create Zuora Rules and Use Case: Setting a Multi-Attribute Price for more information.

Single Key Contact Created upon Sync if SoldTo Same as BillTo in Quote

 

We now support that a single key contact is created in Zuora when you sync a Quote where SoldTo is the same as BillTo. 

Resolved Issue: Auto-Pay not Enabled in Zuora upon Sync when Orders Enabled

Previously, if the Zuora Config > Quote Configuration Settings > Electronic Payment Method Setting has been set to Set default, auto-pay in your org, when you created a new Quote with a new Payment Method and submitted it to Zuora, the Auto-Pay was false for this account in your Zuora tenant with Orders enabled. This issue has been fixed.

Resolved Issue: Unable to Create Cancelation Amendments on High Volume Quotes

Previously, Cancelation Amendments could not be created on High Volume quotes. This issue has been fixed. See Store Existing Products for High Volume Quotes for more information.

Resolved Issue: Invoice Owner Transfer Error on a Renewal Quote with Orders Enabled

Previously, errors would occur when changing the Invoice Owner in a Renewal Quote with Orders enabled, under specific circumstances. This issue has been fixed.

Release 9.12 automatically pushed

Zuora Quotes Version 9.12 will be pushed to your org automatically if your org is on the latest version. You do not have to take any action to upgrade.

If your org is on a version before 9.11, you still need to request the Zuora Quotes package installation link from Zuora Global Support for upgrading to a Version 9 release.

Note that the QuoteCharge migration script will no longer be run automatically if you are upgrading from version 6.X to 9.12. You can run the script manually by following the steps described in Run the Script to Migrate Quotes Data.

Maintenance Release 9.11 (Release Date: 2019-01-29)

The 9.11 release includes the following new features, enhancements, and resolved issues.

Resolved Issue: Number out of Range Error on Included Units Field in Quote Rate Plan Charge when Loading Large Usage Product

Previously, a NUMBER_OUTSIDE_VALID_RANGE error was reported on the Included Units field in Quote Rate Plan Charge when you tried to load a large usage product to the Quote. The scale of this field is now aligned with the Included Units field in Product Rate Plan Charge and this issue has been fixed.

Resolved Issue: Tax Exempt Selection on Billing Account not Effective when Previewing the Associated Quote

Previously, when a Billing Account was Tax Exempt, the tax was still calculated on the associated Quote when previewed. This issue has been fixed.

Release 9.11 automatically pushed

Zuora Quotes Version 9.11 will be pushed to your org automatically if your org is on the latest version. You do not have to take any action to upgrade.

If your org is on a version before 9.9, you still need to request the Zuora Quotes package installation link from Zuora Global Support for upgrading to a Version 9 release.

Note that the QuoteCharge migration script will no longer be run automatically if you are upgrading from version 6.X to 9.11. You can run the script manually by following the steps described in Run the Script to Migrate Quotes Data.

Maintenance Release 9.10 (Release Date: 2019-01-18)

The 9.10 release includes the following new features, enhancements, and resolved issues.

Store Existing Products for High Volume Quotes

 

Prior to 9.10, the storeExistingProductsJob Job could hit the platform limits when a high volume Quote of Amendment or Renewal type was created. As of Quotes 9.10, the Store Existing Products feature is enhanced to support High Volume Quoting. When a Quote is marked as High Volume, an additional Apex job storeExistingProductsBatchable will be run to store QuoteRatePlanCharges and QuoteRatePlanChargeTiers. See Store Existing Products for High Volume Quotes for more information.

Resolved Issue: Updated List Price on a QCharge not Retained

 

Previously, when the List Price was updated on a QCharge, the change was not retained. This issue has been fixed.

Resolved Issue: Value of Subscription Name in Default Value Settings not Effective

 

Previously, when you set Subscription Name to Auto-Number in Zuora Config > Default Value Settings > Subscription Default Settings,  the submitted Subscription still had Quote Name as Subscription Name. This issue has been fixed.

Maintenance Release 9.9 (Release Date: 2018-11-28)

The 9.9 release includes the following new features, enhancements, and resolved issues.

New Global Class: AsyncQuoteSubmit

 

We have added AsyncQuoteSubmit Class and its related classes into CPQ X Utility. If you enable high volume subscription support for your Zuora tenant, you can use these classes to submit large quotes to Zuora with asynchronous requests.

Loading QPlans by a Set of QuoteRatePlan Ids

 

We support a new global method setQuoteRatePlanIds(Set<Id> quoteRatePlanIds) in the QPlanReader.Settings Class. You can now load QPlans with a set of QuoteRatePlan Ids. See the Sample Code for quick reference.

Resolved Issue: Invoice Owner Transfer Error when Creating a Renewal Quote

Previously, when you tried to change the invoice owner while creating a Renewal Quote with Orders Enabled, an "Attempt to de-reference a null object" error occurred. This issue has been fixed.

Resolved Issue: Ramped Quote with Many Tiers Hit Limit at Low Volume 

Previously, when you ramped or renewed a Quote that had many tiers with Orders enabled, the governor limit was hit at a low volume. This issue has been fixed.

Release 9.9 automatically pushed

Zuora Quotes Version 9.9 will be pushed to your org automatically if your org is on the latest version. You do not have to take any action to upgrade.

If your org is on a version before 9.8, you still need to request the Zuora Quotes package installation link from Zuora Global Support for upgrading to a Version 9 release.

Note that the QuoteCharge migration script will no longer be run automatically if you are upgrading from version 6.X to 9.9. You can run the script manually by following the steps described in Run the Script to Migrate Quotes Data.

Maintenance Release 9.8 (Release Date: 2018-10-23)

The 9.8 release includes the following new features, enhancements, and resolved issues.

Cancel Refresh Permissions Job when Upgrading to Quotes 9.8

When you upgrade to Quotes 9.8, the Refresh Custom Settings job in the Setup > Jobs > Scheduled Jobs will be deleted. If you still want to start the scheduled job that recurringly refreshes the custom settings, you need to set it up manually. See Review the Scheduled Jobs for Refresh Custom Settings for the details.

Resolved Issue: XSS Vulnerability Reported in Hosted Payment Page

Previously, an error was reported by XSS Auditor in the Zuora Hosted Payment Page in Salesforce. This issue has been fixed.

Resolved Issue: Divide by Zero error in CPQ X API

Previously, a Divide by Zero error was returned when you tried to add a product rate plan to a quote so that the charges on the product rate plan have list price as zero. This issue has been fixed.

Release 9.8 automatically pushed

Zuora Quotes Version 9.8 will be pushed to your org automatically if your org is on the latest version. You do not have to take any action to upgrade.

If your org is on a version before 9.7, you still need to request the Zuora Quotes package installation link from Zuora Global Support for upgrading to a Version 9 release.

Note that the QuoteCharge migration script will no longer be run automatically if you are upgrading from version 6.X to 9.8. You can run the script manually by following the steps described in Run the Script to Migrate Quotes Data.

Maintenance Release 9.7 (Release Date: 2018-08-24)

The 9.7 release includes the following new features, enhancements, and resolved issues.

Reading Custom Fields from Zuora with Store Existing Products enabled

You can now read the custom fields from Zuora through the field sets when the Store Existing Products feature is enabled. See Store Custom Fields for Existing Products for more information.

Retrieving Custom Fields from Stored Products in Salesforce

You can now retrieve the custom fields from the stored products by QPlanReader.load() global method when you enable the Store Existing Products feature. See Querying Custom Fields from Stored Products in QPlanReader class for more information.

Amend List Price to Effective Price for Overage Charges

When the Amend List Price to Effective Price setting was released in 9.6, overage charges were not supported. This setting now applies to overage charges. Note that this setting is still not effective for tiered charges.

Resolved Issue: Discount Percentage to Zero for Charges with Discount

Previously, when you created a new Quote and selected a charge with Discount, if you edited the discount percentage in the discount pop-up window and set it to zero, an "Effective Price invalid" error message would be prompted upon save. This issue has been fixed.

Resolved Issue: Searching Product in Product Selector with a Name Containing Special Characters

Previously, when you searched for a product in Product Selector with a name containing special characters, you would be prompted an error of unexpected token or the search result was empty. These issues have been fixed.

Resolved Issue: Sync Parent Billing Account to Zuora

Previously, the parent billing account of a Quote could not be synced to Zuora with Customer Hierarchy enabled for the Zuora Tenant and Enable Parent Customer Account selected in Quote Configuration Settings. This issue has been fixed.

Resolved Issue: Parsing Bundle Structure Created Prior to Quotes 9.1

An error was reported when parsing the bundle structures created on a version of Quotes prior to 9.1. This issue has been fixed.

Release 9.7 automatically pushed

Zuora Quotes Version 9.7 will be pushed to your org automatically if your org is on a latest version. You do not have to take any action to upgrade.

If your org is on a version before 9.6, you still need to request the Zuora Quotes package installation link from Zuora Global Support for upgrading to a Version 9 release.

Note that the QuoteCharge migration script will no longer be run automatically if you are upgrading from version 6.X to 9.7. You can run the script manually by following the steps described in Run the Script to Migrate Quotes Data.

Maintenance Release 9.6 (Release Date: 2018-07-19)

The 9.6 release includes the following new features, enhancements, and resolved issues.

CPQ X API

 

The CPQ X API is a set of services that enables you to add a high number of products to a quote in a simple, performant and scalable way. The CPQ X API is based on a new charge framework introduced in the 9.6 release. 

Prior to Zuora Quotes 9.6, you could only use the zQuoteUtil methods to interact with quote products through the zChargeGroup model. The CPQ X API provides models and utilities that you can use instead of the zChargeGroup model to write Apex code and interact with the products added to a quote.

See CPQ X for more information.

New Global Class: MetricsUtil

We have added a new global class called MetricsUtil to provide a set of global methods for programmatically fetching the various metrics of a quote. The global methods getExistingInvoiceItems() and getPreviewedInvoiceItems() are now available. See MetricsUtil class for more information.

ProductSyncUtil Global Class Enhanced

We have enhanced the ProductSyncUtil global class to enable the sync of different types of SObjects from Salesforce. Before the 9.6 release, only Product objects can be synced. See ProductSyncUtil Class for more information.

Updating Tier Structure When Syncing Product Rate Plan Charge

We have added the support for updating the tier structure when syncing a product rate plan charge to Zuora. Supported updates include updating a tier's starting and ending units, adding a tier, and deleting a tier. This feature will only be available on Salesforce orgs that use WSDL version 75.0 and above.  

Enabling Store Existing Products Feature without Orders

You can now enable the Store Existing Products feature on Zuora Quotes without the Orders feature being turned on. See Manage Existing Products on a Subscription for more information.

New Configuration Setting: Amend List Price to Effective Price

We have added a new configuration setting called Amend List Price to Effective Price Zuora Quotes to set the list price of the Quote Rate Plan Charge to that of the Subscription Rate Plan Charge on renewal and amendment quotes for non-tiered and non-overage charges. This ensures that the list price will always equal the effective price at a renewal or amendment for the non-tiered and non-overage charges, and so a negative discount is avoided.

Default Customer Acceptance Date and Service Activation Date 

 

Starting from the 9.6 release, if you have enabled the Customer Acceptance Date and Service Activation Date and enabled the Default Trigger Dates setting in the Quote Configuration Settings, Zuora Quotes will:

  • Default a quote's Customer Acceptance Date and Service Activation Date to its Start Date.
  • Default a quote amendment's Customer Acceptance Date and Service Activation Date to its Contract Effective Date.

Resolved Issue: DeltaTCB on zBillingResults

 

Previously, the DeltaTCB value was not available on zBillingResults returned by the zQuoteUtil.previewQuotes( ) method. This issue has been fixed.

Release 9.6 automatically pushed

Zuora Quotes Version 9.6 will be pushed to your org automatically if your org is on a latest version. You do not have to take any action to upgrade.

If your org is on a version before 9.5, you still need to request the Zuora Quotes package installation link from Zuora Global Support for upgrading to a Version 9 release.

Note that the QuoteCharge migration script will no longer be run automatically if you are upgrading from version 6.X to 9.6. You can run the script manually by following the steps described in Run the Script to Migrate Quotes Data.

Maintenance Release 9.5 (Release Date: 2018-05-22)

The 9.5 release includes the following enhancements and resolved issues.

Effective Start and End Dates for Ramped New Subscription Quote

 

Zuora Quotes has been enhanced to populate Effective Start Date and Effective End Date on Quote Rate Plan Charge for ramped new subscription quotes to align with the charge segment dates in Zuora.

Overriding Rating Group When Sending Quote to Zuora

Zuora Quotes has been enhanced to support overriding the Rating Group field on Rate Plan Charges in Zuora via the same field on Quote Rate Plan Charges in Quotes when you send a quote to Zuora.

Creating Subscription Owner When Sending Quote to Zuora

 

Zuora Quotes has been enhanced to support creating subscription owners for new subscription quotes.

Resolved Issue: New Subscription Quote with Renewal Term of Zero

A new subscription quote can now be created with a renewal term of zero months, to indicate a non-renewable quote, in line with the Zuora API.

Resolved Issue: 'OneTime' Charge Type Value for Syncing Product Rate Plan Charge

In the previous release, a user with bundling enabled could not sync the product rate plan charges which were set up with a charge type of 'OneTime' instead of 'One-Time'. Both charge type values are now valid.

Resolved Issue: Fixes with Product Selector JavaScript Plugin

In the previous release, the Product Selector JavaScript Plugin was not executing correctly for modified Original products and products added through the rules engine. This issue has been fixed.

Release 9.5 automatically pushed

Zuora Quotes Version 9.5 will be pushed to your org automatically if your org is on a latest version. You do not have to take any action to upgrade.

If your org is on a version before 9.4, you still need to request the Zuora Quotes package installation link from Zuora Global Support for upgrading to a Version 9 release.

Maintenance Release 9.4 (Release Date: 2018-04-19)

The 9.4 release includes the following enhancement and resolved issues.

Support for Multi-Entity with Orders

Zuora Quotes has been enhanced to support Multi-Entity with the Orders feature enabled.

Resolved Issue: Performance Fixes

We have made query optimizations for adding new products.

Resolved Issue: Fixes with Quote Rules Engine

Previously, the Quotes Rules Engine could not correctly read and recognize a charge's billing period setting in an amendment or renewal quote, when previous period did not match catalog value. This issue has been fixed.

Release 9.4 automatically pushed

Zuora Quotes Version 9.4 will be pushed to your org automatically if your org is on a latest version. You do not have to take any action to upgrade.

If your org is on a version before 9.3, you still need to request the Zuora Quotes package installation link from Zuora Global Support for upgrading to a Version 9 release.

Maintenance Release 9.3 (Release Date: 2018-03-13)

The 9.3 release includes the following enhancements and resolved issues.

New Configuration Setting: Enable Rule Validation on Quote Creation

A new configuration setting: Enable Rule Validation on Quote Creation is introduced to disable the runValidationRules method in the Quote Rules Engine Plugin being run on the Create Quote page to improve the quoting performance. This setting is by default unselected. Therefore when pushed there is a behavior change in your org if it had been set to use the Quote Rules Engine Plugin. You can enable this setting to revert to the previous behavior.

New Field: RatingGroup Added in ProductRatePlanCharge__c Object

We have added a new field called RatingGroup to the Salesforce Z Object ProductRatePlanCharge__c to support this field being synced when sending a Product Rate Plan Charge to Zuora.

Resolved Issue: Fixes with Volume Pricing Charge Model with List Price 0 for Tiers

Previously, when added the effective price in the Volume Pricing charge model with the list price for tiers being zero, the Discount Percent value would not get right. Also, a warning message below would appear and stopped the updated price being saved. This issue has been fixed.

N/A at [line:1, column:12639]

Resolved Issue: Fixes with SOQL Queries on Renewal Quotes

Previously, in the Renewal Quote flow, while going from the Create Quote page to the Edit Product page, the following error message would appear. This issue has been fixed.

System.LimitException: zqu:Too many SOQL queries: 101

Resolved Issue: Fixes with Question Mark Image Formatting on Lightning Create Quote Page

We have fixed the question mark image formatting issue on the Create Quote page when using Lightning Experience.

Resolved Issue: Fixes with Product Selector Plugin

Previously, the updateZCharge() method in the Product Selector Plugin did not get run correctly. This issue has been fixed. 

Release 9.3 automatically pushed

Zuora Quotes Version 9.3 will be pushed to your org automatically if your org is on a latest version. You do not have to take any action to upgrade.

If your org is on a version before 9.3, you still need to request the Zuora Quotes package installation link from Zuora Global Support for upgrading to a Version 9 release.

Maintenance Release 9.2.1 (Release Date: 2018-02-14)

The 9.2.1 release includes the following resolved issue.

Resolved Issue: Fixes with Start Date and Valid Until Fields

Previously, the date assistance for the Start Date and the Valid Until fields could not be launched correctly in the UI when using Lightning Experience. This issue has been fixed.

Release 9.2.1 automatically pushed

Zuora Quotes Version 9.2.1 will be pushed to your org automatically if your org is on a latest version. You do not have to take any action to upgrade.

If your org is on a version before 9.2, you still need to request the Zuora Quotes package installation link from Zuora Global Support for upgrading to a Version 9 release.

Maintenance Release 9.2 (Release Date: 2018-02-06)

The 9.2 release includes the following enhancements and resolved issues.

Performance Improvement for Loading Product Selector Page

We have implemented changes to improve the performance in loading the Product Selector page.

New Configuration Option for Hiding One-time Charges on Amendment/Renewal Quote

A new configuration option Hide Original One-Time Charges is available under Quote Configuration Settings on the Zuora Config tab page. This option is introduced for toggling between hiding and showing the existing one-time charges on the amendment/renewal quotes and is by default selected.

Note starting in Quotes Version 9.1, hiding one-time charges on amendment/renewal quotes is set as the default configuration. Now with this option you can revert the configuration back to showing the one-time charges.

Resolved Issue: Making Period Field on Quote Rate Plan Charge Editable

Previously, the Period field on the Quote Rate Plan Charge object was not editable via the zQuoteUtil.updateZChargeGroupFromSObject global method. This issue has been fixed.

Resolved Issue: Changing Billing Account via Maintain Quote Button 

Previously, clicking on the Maintain Quote button might not be able to launch the Select Billing Account page correctly. This issue has been fixed.

Resolved Issue: Enabling Submit Button on Edit Product Page

Previously, the Submit button might not be available on the Edit Product page after the charges had been updated. This issue has been fixed.

Resolved Issue: Fixes with New Quote Flow for Salesforce Communities Users

Previously, the New Quote flow might not work correctly for the Salesforce communities users. This issue has been fixed.

Resolved Issue: Fixes with Cancellation Quote Date

Previously, the cancellation date might not get set correctly on a cancellation quote. This issue has been fixed.

Resolved Issue: Removing One-time Charges in Renewal Quote

Previously, the one-time charges might not be able to get removed correctly in a renewal quote. This issue has been fixed.

Resolved Issue: Accounting Code Settings on Product Rate Plan Charge in Bundling Sync

Previously, the bundling sync of the Product Rate Plan Charge from Zuora Quotes to Zuora might fail with the error below. We have added the Recognize revenue without deferral field to the UI and made other relevant changes so that the accounting code settings are consistent with the Zuora side. This issue has been fixed.

zObject:[Id=null, arrayfields={}, fields={Code=INVALID_VALUE, Message=Accounting code does not match the Deferred Revenue accounting code.}, ztype=Error]

The Accounting Code field is now by default hidden from the UI and always set to equal the Recognized Revenue field. If you are to display the field - via including it in the Finance field set, you can leave it empty to avoid the error above. Otherwise, it still needs to match the Deferred Revenue Account field.

Resolved Issue: Fixes with Feature Bundling Sync

Previously, creating a Feature record and then syncing it to Zuora might fail with the error below. This issue has been fixed.

Catalog Sync failed to start. Please check Zuora connection.

Resolved Issue: Fixes with Frozen Validation Errors Page in Rules Engine Action

Previously, the validation errors page configured as part of the Rules Engine action might hang at the second time being triggered. This may occur when Discount Charge models were used in conjunction with Rules Engine and if the user made further discount changes after the validation page was first triggered. This issue has been fixed.

Resolved Issue: Adding and Then Updating Product via Rules Engine

Previously, you would not be able to create a rule that adds a product, then immediately updates the product in the Rules Engine. This issue has been fixed.

Resolved Issue: Links on Quote Detail Page Pointing to Lightning UI

Previously, right-clicking the Opportunity link on the Quote Detail page and selecting open Link in a new tab would open the UI in the Salesforce Classic view. This issue has been fixed.

Release 9.2 automatically pushed

Zuora Quotes Version 9.2 will be pushed to your org automatically if your org is on a latest version. You do not have to take any action to upgrade.

If your org is on a version before 9.1.3, you still need to request the Zuora Quotes package installation link from Zuora Global Support for upgrading to a Version 9 release.

Maintenance Release 9.1.3 (Release Date: 2018-01-23)

Resolved Issue: Fixes with Catalog Sync of Custom Fields

The issue with syncing custom fields to Zuora on the catalog has been fixed.

Release 9.1.3 automatically pushed

Zuora Quotes Version 9.1.3 will be pushed to your org automatically if your org is on a latest version. You do not have to take any action to upgrade.

If your org is on a version before 9.0, you still need to request the Zuora Quotes package installation link from Zuora Global Support for upgrading to a Version 9 release.

Maintenance Release 9.1.2 (Release Date: 2018-01-11)

The 9.1.2 release includes the following resolved issue.

Resolved Issue: Sending Quotes to Zuora

Previously, previewing and sending new subscription Quotes to Zuora would fail in some cases when there were too many Quote Amendment records in the org. This issue has been fixed.

Release 9.1.2 automatically pushed

Zuora Quotes Version 9.1.2 will be pushed to your org automatically if your org is on a latest version. You do not have to take any action to upgrade.

If your org is on a version before 9.0, you still need to request the Zuora Quotes package installation link from Zuora Global Support for upgrading to a Version 9 release.

Maintenance Release 9.1.1 (Release Date: 2017-12-20)

The 9.1.1 release includes the following resolved issues.

Resolved Issue: Fixes with Tier Decimal Scale Settings

We have fixed the issue with the Tier decimal scale settings. Now the decimal precision for the Quote Charge Tier records correctly reflects the decimal scale settings in the Display Scale Settings configuration.

Resolved Issue: Fixes with Quote Rules Engine Plugin

We have fixed the issue with the Quote Rules Engine Plugin. Now you are able to add a charge and save a quote in your implementation of the plugin in the runValidationRules method.

Release 9.1.1 automatically pushed

Zuora Quotes Version 9.1.1 will be pushed to your org automatically if your org is on a latest version. You do not have to take any action to upgrade.

If your org is on a version before 9.0, you still need to request the Zuora Quotes package installation link from Zuora Global Support for upgrading to a Version 9 release.

Maintenance Release 9.1 (Release Date: 2017-12-13)

The 9.1 release includes the following enhancements and resolved issues.

Release 9.1 automatically pushed

Zuora Quotes Version 9.1 will be pushed to your org automatically if your org is on a latest version. You do not have to take any action to upgrade.

If your org is on a version before 9.0, you still need to request the Zuora Quotes package installation link from Zuora Global Support for upgrading to a Version 9 release.

Ability to Update CONTRACT EFFECTIVE DATE for Ramp Segment

 

Now you can configure and update the CONTRACT EFFECTIVE DATE field in a ramp segment for your ramp deal. The date you set is restricted to be within the ramp period range of that very ramp segment. Also, the SERVICE ACTIVATION DATE you set must be after or equal to the CONTRACT EFFECTIVE DATE. Similarly, the CUSTOMER ACCEPTANCE DATE you set must be after or equal to the SERVICE ACTIVATION DATE.

Sending Product in New Subscription Ramped Quote as Subscription in Zuora

 

In a new subscription quote for a ramp deal, a product set with the following date configuration is sent to Zuora as part of a new Subscription. With the other date configuration, the product is sent as an Order Action.

  • CONTRACT EFFECTIVE DATE equals to Quote Start Date
  • SERVICE ACTIVATION DATE and CUSTOMER ACCEPTANCE DATE are set as empty

Ability to Support Discount Percentage Updates

Now you can submit a new subscription quote or an amendment quote with the discount percentage being updated for a charge. The update will be sent to Zuora as an Order Action.

Hiding One Time Charges from UI if Not Getting Charged

Starting in this version, existing One Time Charges will no longer be visible in Amendment Quotes and Renewal Quotes.

Cascading Product Added from Rules Engine to Future Ramp Segments

 

Starting in this version, a product added from the Rules Engine in a ramp period segment will be cascaded to the future ramp segments.

Resolved Issue: Fixes with Product Catalog Sync

The Product Catalog sync might report an error message about not being able to delete a product rate plan that had actually been deleted already from Zuora previously. See the error message as below. This issue has been fixed.

zObject:[Id=null, arrayfields={}, fields= {Code=CANNOT_DELETE, Message=invalid id}, ztype=Error]

Resolved Issue: Fixes with Subscription Term End Date Calculation

The issue with Subscription Term End Date in an Amendment Quote not getting calculated correctly per the selected Term Period Type has been fixed.

Resolved Issue: Disabling Inactive Features in Guided Selling Flow

Starting in this version, inactive features attached to a product will not get displayed in the guided selling flow.

Resolved Issue: Zuora Quotes Agreeing with Bundle Products Being Amended on Zuora Side

The Lightning Guided Product Selector might report the following error if amendments have been made to products on the Zuora side after Bundling is enabled. This issue has been fixed.

Content cannot be displayed: common.apex.runtime.impl.ExecutionException: List index out of bounds: 0

Resolved Issue: Amendment Quote Flow Page Hung for Account with Suspended Subscription Only

The Amendment Quote flow page will hang indefinitely if the user clicks Next after selecting a billing account that has suspended subscriptions only - no valid subscription for amendments. This issue has been fixed.

Resolved Issue: Fixes for Renewal Quote with Bundle Product

Renewal Quote might fail with the following error when renewing a subscription for the second time after adding a bundle product with product options in the first renewal quote. This issue has been fixed.

09:41:59.590 (13742825908)|METHOD_EXIT|[210]|01p4100000EG7lR|zqu.CpqSelectProductController.initialSelectProductComponent()
09:41:59.590 (13742843007)|SYSTEM_MODE_EXIT|false
09:41:59.590 (13743048114)|FATAL_ERROR|System.ListException: List index out of bounds: 0
Class.zqu.ProductBundleJSONParser.ChargeGroupWrapper.getChargeGroup: line 283, column 1
Class.zqu.ProductBundleJSONParser.createChargeGroupBuilderOption: line 247, column 1
Class.zqu.ProductBundleJSONParser.generateQuoteProduct: line 96, column 1
Class.zqu.ProductBundleJSONParser.generateQuoteProducts: line 89, column 1
Class.zqu.ProductBundleJSONParser.parse: line 59, column 1
Class.zqu.QuoteProductHandler.getProductsFromZuora: line 39, column 1
Class.zqu.AmendmentQuoteProductHandler.getProductsFromZuoraAndSalesforce: line 25, column 1
Class.zqu.AmendmentQuoteProductHandler.initializeQuoteProducts: line 18, column 1
Class.zqu.Quote.initQuoteProducts: line 510, column 1
Class.zqu.Quote.getInstance: line 503, column 1
Class.zqu.CpqSelectProductController.initialSelectProductComponent: line 497, column 1
Class.zqu.CpqSelectProductController.__sfdc_theOptions: line 210, column 1

Resolved Issue: Fixes and Improvements with ZCharge Class

We have made the following changes to the ZCharge class to support more field updates and improve the user experience.

Support for Field Updates:

  • UPTO_PERIODS
  • DISCOUNT_LEVEL
  • END_DATE_CONDITION

Support for Validation:

  • SPECIFIC_BILLING_PERIOD
  • BILL_CYCLE_DAY
  • UPTO_PERIODS
  • WEEKLY_BILL_CYCLE_DAY
  • END_DATE_CONDITION

Support for Setting Value as Null:

  • SPECIFIC_BILLING_PERIOD
  • UPTO_PERIODS
  • UPTO_PERIODS_TYPE

Resolved Issue: Fixes with Field Level Security for Discount Charge Fields

The issue with the following fields not respecting Field Level Security settings has been fixed. Now you are able to restrict the access to these fields via Profile settings in Zuora Quotes.

  • Discount
  • Discount Period
  • Discount Level

Resolved Issue: Fixes with Edit Product Rate Plan and New Product Pages

Users might get logged out unexpectedly from Salesforce when clicking on the Save button on the edit product rate plan page or the new product option page. This issue has been fixed.

Resolved Issue: Fixes with zqu.zQuoteUtil.PreviewQuotes Method

The following two issues have been fixed with the zqu.zQuoteUtil.PreviewQuotes method.

  • The zqu.zQuoteUtil.PreviewQuotes method when processing multiple quotes might throw an exception instead of returning with a failure response. This issue has now been fixed with returning a failure message indicating which quotes are invalid.
  • The zqu.zQuoteUtil.PreviewQuotes method returns the following response message indicating the failure reason but sets the Success field erroneously to true. This issue has been fixed with the Success field set to false for the case.

    Child Quote or Parent Quote or Readonly quote cannot be previewed.

Resolved Issue: List Filter Configuration Settings Page Storage Size Limit

Configuring too many objects and fields in the filter conditions on the List Filter Configuration Settings page might cause a page storage size limit error as below. This issue has been fixed with the ability to configure the Z_ListFilterAvailableRelationships fieldset on the potential objects to restrict the objects available in the left list of the condition.

Maximum view state size limit (135KB) exceeded. Actual view state size for this page was 137.734KB.

By default, all field relationships are shown in the left list. By configuring the fieldset on the root object and assigning Lookup fields or ID values of the related object, you can restrict the objects and fields displayed. 

Resolved Issue: Support of Custom Formula Fields on Quote Rate Plan Charge

Sending an Amendment Quote to Zuora with custom fields in Salesforce on the Quote Rate Plan Charge object set as formula fields might fail with the error below. This issue has been fixed.

Field custom_field__c is not editable

Resolved Issue: Changing Ownership of a Quote

Previously when the ownership of a Quote was changed, the ownership of the Quote Product Features did not get changed to the new owner. This issue has been fixed.

Resolved Issue: Support of ZCharge.isListPriceEditable Method

We have made the isListPriceEditable() method public available in the ZCharge class for you to use in your Apex code. See zCharge Class.

Resolved Issue: Removing and Re-adding Bundle Product with Product Options

Previously a renewal quote might fail with the error below when a Bundle product with product options was removed and then added again. This issue has been fixed. The use case, for example, is when you change the partner of a Bundle product in your business.

List index out of bound

Resolved Issue: SKU Generation with Bundling and Multi-Entity Both Enabled

Previously with both Bundling and Multi-Entity enabled, you were not able to generate SKU for your product in Salesforce. This issue has been fixed.

When creating a product you should now think about how to populate and overwrite the SKU field that gets auto-generated by Bundling If the Multi-entity feature is also turned on. Otherwise, the SKU field in Salesforce could no longer be unique.

Resolved Issue: Cloning and Updating Product Rate Plan with Only Discount Charges

The issue with cloning and then updating a product rate plan with only discount charges has been fixed.

Resolved Issue: Saving Edit Cancellation Details Page for Cancellation Quote

With the Multi-Entity feature on, saving the Edit Cancellation Details Page for a cancellation quote might fail with the error below. This issue has been fixed.

Visualforce Error: System.AssertException: Assertion Failed: With Multi-Entity enabled, callouts cannot be made without setting an Entity ID.

Resolved Issue: Fixes with Picklist Value Translation in Date Assistance

Previously in the renewal quote, when the picklist values for Date Assistance were translated (not in English), the values could not be selected. This issue has been fixed.

Major Release 9.0 (Release Date: 2017-11-07)

The 9.0 release includes the following new features, enhancements, and resolved issues.

Ramp Deals in Renewal/Amendment Quotes

 

You can manage a ramp deal in a Renewal or Amendment Quote starting from the 9.0 release. See Renew/Amend Quote Flow in Lightning Guided Product Selector for Ramp Deal. For more information on ramp deals see Manage Ramp Deals.

Managing Existing Products on a Subscription

 

A batch job storeExistingProductsJob and a new Quote Amendment type Original are introduced for retrieving the existing products on a subscription from Zuora and storing the information in Salesforce. See Manage Existing Products on a Subscription.

User-Based Licensing

Starting from the 9.0 release, Zuora Quotes will shift your org to user-based licensing and the user is added to the package as a licensed user. See Add Users to Package License for how to add a user to the package license.

Quotes List Visualforce Page Deletion

The Quotes List Visualforce page is removed from the Zuora Quotes 9.0 package and replaced by the standard Quote List page. After upgrading to the 9.0 release, you can delete the Quotes List Visualforce page in your org. The deletion does not force deleting it from your orgs or break any existing usage.

Resolved Issue: Fixes with Product Catalog Sync

The Product Catalog sync might fail due to a SOQL query limitation as shown in the error below. This issue has been fixed.

CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY:zqu.ProductRatePlanChargeUOMTrigger: System.LimitException: zqu:Too many SOQL queries: 101

Resolved Issue: Minor API Fixes

In your Apex code, you might have received an error when instantiating the zqu.zQuoteUtil.TotalInfo object in test classes. This issue has been fixed.