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View conversion histories and provide feedback

This task topic explains how to view the conversion histories and provide feedback using the Zuora Business Automation Dashboard.

  1. Navigate to Home to access the Zuora Business Automation Dashboard.
  2. In the Order Entry/Product section, click the Order Entry task. A History table is expanded. Each conversion history includes Start Time, Status, Order Form File Name, Order, Created Account, Created By, and Job ID information.
  3. You can perform the following steps in each conversion history entry:
    1. Click the link under Order Form File Name to download the PDF order form uploaded.
    2. Click the download icon to download a conversion log.
    3. Click the feedback icon , and click Edit in the Share Feedback About Conversion Result dialogue to leave your feedback or update your saved feedback.
  4. Click + Select PDF File to upload your PDF order form.
  5. Click Convert.