Create the billing account and subscription selection user interface
This task provides guidance on creating a custom user interface for selecting billing accounts and subscriptions.
This article presents a sample code for creating a custom page used for selecting a billing account and a subscription in Zuora Quotes 5.92 or earlier versions.
Note: In the later versions of Zuora Quotes, you can use the SelectBillingAccount component to create the custom page.
PrepareNewQuote Visualforce page and PrepareNewQuoteController class:
- Called from custom Create Quote button from the Opportunity detail page.
- Captures the Opportunity-related, Account-related, and Contact-related data and uses the Order Builder code to check for the existence of a Z-Billing account and related subscriptions.
- Provides a Z-Billing Account and/or Subscription selection user interface to create the following types of Quotes:
- New Subscription Quote: RecordType = Default, Subscription Type = New Subscription
- Amend Subscription Quote: RecordType = Amend, Subscription Type = Amend Subscription
- Renew Subscription Quote: RecordType = Renew, Subscription Type = Renew Subscription
- Pass the following information to the NewQuote visual force page as URL parameters:
- Opportunity Record ID: Salesforce opportunity record ID, from where the Create Quote button is clicked.
- Billing Customer Account ID: ID of Z-Billing customer account. To create a new customer account, provide "New" or any other indicator for creating a new account.
- Billing Subscription ID: The ID of a Z-Billing subscription. Provide "New" or any other indicator for creating a new subscription.
- Quote Type: The Salesforce Quote’s "Subscription Type."