The SelectBillingAccount component allows you to select an existing Zuora billing account or create a new billing account when creating quotes. The component supports the following:

• Has customizable page name and description.

• Allows user to choose a new billing account vs. an existing billing account.

• When the existing billing account option is chosen, allows the user to choose an existing billing account, and displays the billing account details in a table.

• Allows user to choose a Quote Type: New Subscription, Amendment, Renewal, and Cancellation.

• When amending, renewing, or cancelling, allows user to choose a subscription.

• When amending, renewing, or cancelling, all the subscriptions and subscription products for the account are listed.

• Contains the Next and Cancel buttons. The target URL or an action for both buttons is configurable.

Based on the Get Billing Accounts from 360 Quote Configuration Setting in the Zuora Config tab, the following limits apply to the number of billing accounts listed by the SelectBillingAccount component:

• If the setting is selected, up to 5000 billing accounts can be listed.

• If the setting is not selected, up to 2000 billing accounts can be listed.

SelectBillingAccount Component Attributes

The following attributes are supported for the SelectBillingAccount component.

Component Plugin

Use the ICustomizeBillingAccountPlugin on the SelectBillingAccount component to customize the Select Billing Account process. The following customizations are available:

• For billing account selection

  • Set the default billing account type to New or Existing

  • Filter billing accounts

  • Set the default billing account

• For quote type selection

  • Set the default quote type

  • Control whether users can change the default quote type

  • Set the default subscription being amended, renewed, or canceled

The plugin interface is defined as:

global zqu.SelectBillingAccountComponentOptions.ICustomizeBillingAccountPlugin

The plugin contains the following interface methods.

Sample Code

The following is a code sample of the SelectBillingAccount component and a code sample for the Billing Account Plugin.

<c:SelectBillingAccount title="New Quote" subTitle="Select Billing Account" 
   opportunityId="{!$CurrentPage.parameters.Id}" 
   newQuotePage="/apex/testNewQuote" 
   amendQuotePage="/apex/testNewAmend" 
   renewalQuotePage="/apex/testNewRenewal">

Sample Code for Customizing Billing Account Plugin

global class SampleSelectBillingAccountPlugin implements
    zqu.SelectBillingAccountComponentOptions.ICustomizeBillingAccountPlugin {
    global zqu.JSRemoteController.BillingAccountObjects
        getAvailableBillingAccounts(
            zqu.JSRemoteController.BillingAccountObjects accountObjs){
        //'accountObjs.billingAccountTypes' contains
        // a list of billing account types : 'new', 'existing'
        // Remove the 'new' account type
        // to disallow new account creation
        if(accountObjs.opportunityId == '001o000000VNv02AAD'){
            accountObjs.billingAccountTypes.remove(0);
        }
        // Set the default selected billing account type
        accountObjs.defaultBillingAccountType = 'existing';
        // 'accountObjs.billingAccounts.dataObjects' contains
        // a list of billing account objects : List<Map<String, Object>>
        // Use this attribute to filter the billing accounts
        // Remove the first one
        accountObjs.billingAccounts.dataObjects.remove(0);
        // Set the default selected billing account
        accountObjs.defaultBillingAccountId = '2c92c0f94e001371014e00b527bf17a4';
        return accountObjs;
    }
    global zqu.JSRemoteController.QuoteTypeObjects
        getAvailableQuoteTypes(
            zqu.JSRemoteController.QuoteTypeObjects quoteTypeObjs){
        // 'quoteTypeObjs.quoteTypes' contains a list of all quote types:
        // 'new', 'amend', 'renew', 'cancel'
        // Remove the 'new' quote type to disallow
        // New Subscription quote being created
        if( quoteTypeObjs.billingAccountId ==
            '2c92c0f94e001371014e00b527bf17a4'){
            quoteTypeObjs.quoteTypes.remove(0);
        }
        // Set the default quote type to 'renew'
        quoteTypeObjs.defaultQuoteType = 'renew';
        return quoteTypeObjs;
    }
    global zqu.JSRemoteController.SubscriptionObjects
        getAvailableSubscriptions(
            zqu.JSRemoteController.SubscriptionObjects subscriptionObjs){
        // 'subscriptionObjs.subscriptions.dataObjects' contains
        // a list of subscription objects : List<Map<String, Object>>
        // Use this attribute to filter the subcriptions
        // Remove the last one
        subscriptionObjs.subscriptions.dataObjects.remove(
        subscriptionObjs.subscriptions.dataObjects.size() - 1);
        // Set the default subscription based on billing account
        if( subscriptionObjs.billingAccountId ==
            '2c92c0f94e001371014e00b527bf17a4'){
            subscriptionObjs.defaultSubscriptionId =
              '2c92c0f84e2efd45014e3e121c6e1a0b';
        }
        // Set the default subscription based on the quote type
        if (subscriptionObjs.selectedSubscriptionType == 'renew') {
            subscriptionObjs.defaultSubscriptionId =
                '2c92c0f84e2efd45014e3e121c6e1a0c';
        }
        return subscriptionObjs;
    }
}

Test Class for Billing Account Plugin

The following is a APEX test class code sample for Billing Account Plugin. You can use the test class to achieve code coverage on the plugin in Salesforce.

@isTest
public class SampleSelectBillingAccountPluginTest {
    @isTest
    static void testAvailableBillingAccounts() {
        Account acc = new Account(name='Test Account');
        insert acc;
        Contact billTo = new Contact(FirstName = 'BillToFName', LastName = 'BillToLName');
        billTo.accountId = acc.Id;
        Contact soldTo = new Contact(FirstName = 'SoldToFName', LastName = 'SoldToLName');
        soldTo.accountId = acc.Id;
        Contact[] contacts = new List<Contact>{ billTo, soldTo };
        insert contacts;
        zqu.JSRemoteController.ListData listData = new zqu.JSRemoteController.ListData();
        listData.dataObjects = new List<Map<String, Object>>();
        Map<String,Object> maptest = new Map<String,Object>();
        maptest.put('Account',acc);
        listData.dataObjects.add(maptest);
        zqu.JsRemoteController.BillingAccountObjects accountObjects = new zqu.JsRemoteController.BillingAccountObjects();
        accountObjects.billingAccounts = listData;
        accountObjects.opportunityId = '001o000000VNv02AAD';
        accountObjects.billingAccountTypes = new List<String>{'amend','renew'};
        accountObjects.sfdcAccountId = acc.Id;
        SampleSelectBillingAccountPlugin selectBAPlugin = new SampleSelectBillingAccountPlugin();
        selectBAPlugin.getAvailableBillingAccounts(accountObjects);
    }
    @isTest
    static void testAvailableQuoteTypes() {
        Account acc = new Account(name='Test Account');
        insert acc;
        zqu.JsRemoteController.QuoteTypeObjects quoteTypeObjs = new zqu.JsRemoteController.QuoteTypeObjects();
        quoteTypeObjs.sfdcAccountId = acc.Id;
        quoteTypeObjs.billingAccountId = '2c92c0f94e001371014e00b527bf17a4';
        quoteTypeObjs.quoteTypes = new List<String>{'amend','renew'};
        SampleSelectBillingAccountPlugin selectBAPlugin = new SampleSelectBillingAccountPlugin();
        selectBAPlugin.getAvailableQuoteTypes(quoteTypeObjs);
    }
    @isTest
    static void testAvailableSubscriptions() {
        Account acc = new Account(name='Test Account');
        insert acc;
        zqu.JSRemoteController.ListData listData = new zqu.JSRemoteController.ListData();
        listData.dataObjects = new List<Map<String, Object>>();
        Map<String,Object> maptest = new Map<String,Object>();
        maptest.put(String.valueOf(acc.Id),acc);
        listData.dataObjects.add(maptest);
        zqu.JsRemoteController.SubscriptionObjects subObjs = new zqu.JsRemoteController.SubscriptionObjects();
        subObjs.sfdcAccountId = acc.Id;
        subObjs.selectedSubscriptionType = 'renew';
        subObjs.billingAccountId = '2c92c0f94e001371014e00b527bf17a4';
        subObjs.subscriptions = listData;
        SampleSelectBillingAccountPlugin selectBAPlugin = new SampleSelectBillingAccountPlugin();
        selectBAPlugin.getAvailableSubscriptions(subObjs);
    }
}