Zuora Connection Settings

API URL

n/a

n/a

Update the URL to point to the latest supported Zuora WSDL version.

The minimum supported version is 80.

Default Value Settings

Calculate Quote Metrics Through

6.0

Added

Used to calculate quote metrics –including Total, Tax, and Discount.

Once this value is set, it must always have a value.

Quote Configuration Settings

Auto-fill Dates for Quote Metrics Preview

6.10

Added

If you want to set Service Activation Date and Customer Acceptance Date in addition to Contract Effective Date after the quote is sent to Z-Billing, enable this setting in Zuora Config. Once enabled, the setting will set a default value to Service Activation Date and Customer Acceptance Date when calculating the quote metrics.

Quote Configuration Settings

Get Tiers From Zuora

6.30

Added

Select to align quote tiers and subscription tiers in Amendment quotes.

We recommend that you enable this setting.

Quote Configuration Settings

Get Billing Accounts From 360

6.30

Added

We recommend that you enable this setting with Real-time Sync also enabled.

Quote Configuration Settings

Store Data in Quote Charge

6.50

Added

Only select this option if you need to use the deprecated Quote Charge object for backward compatibility.

When this option is selected, the data in Quote Rate Plan Charge will be copied to Quote Charge for New Subscription Quotes.

The setting only affects data created after this option is enabled, and it does not trigger any data migration.

Quote Configuration Settings

Apply Credit Balance

6.50

Added

Select to automatically apply any credit balance on a customer account to invoices.

Quote Configuration Settings

Enable Consolidated Charge-level Reports

6.50

Deprecated

Quote Configuration Settings

Enable Amendment Functionality

6.50

Deprecated

Now to disallow users from creating quotes for Amendments, follow the steps in this article.

Quote Configuration Settings

Enforce Unique Subscription Quote Number

7.43

Added

Quote Configuration Settings

Whitelist FieldSet Name

8.2

Added

See below.

Advanced Quoting Configuration Settings

Maximum Rate Plans Added To Quote

6.50

Added

The maximum number of rate plans can be added to Quotes in the Product Selector.

Display Scale Settings

List Price for Charge

List Total for Charge

Effective Price for Charge

Total for Charge

Discount for Charge

6.30

Added

Use the setting to define the decimal scale for displaying charges.

Display Scale Settings

Discount for Tier

Effective Price for Tier

List Price for Tier

6.40

Added

Use the setting to define the decimal scale for displaying tiers.

Invoice Template Settings

All fields

6.30

Added

Add invoice template records in your Zuora tenant.

Communication Profile Settings

All fields

6.30

Added

Click the Refresh Profiles From Zuora button to automatically add communication profiles defined in your Zuora tenant.

Hosted Payment Pages Settings

All fields

6.30

Added

This setting page appears after the scheduled job runs. The job checks if the Hosted Payment Pages is enabled in your Zuora tenant.

Payment Pages Settings

All fields

6.30

Added

This setting page appears after the scheduled job runs. The job checks if the Payment Pages 2.0 is enabled in your Zuora tenant.