Mapping of Zuora Invoice to Salesforce CPQ Items.
Problem
After learning that our Web direct code is based entirely off the generated invoice of a Zuora transaction we need to convert the Zuora Invoice Id to its related Invoice Items and then to the correct Amendment, Rate Plan and Rate Plan Charges. The data sent differes for the different transaction types.
Proposal
Here is how we will map invoice items to the data to be created:
New Orders
Invoice Item | Amendment to Create | Rate Plan To Create | Rate Plan Charge To Create |
---|---|---|---|
Positive Charge | NewProduct | Invoice Item's Related Rate Plan Charge's Rate Plan | Invoice Item's related Rate Plan Charge |
Additional Seats
Invoice Item | Amendement to Create | Rate Plan To Create | Rate Plan Charge To Create |
---|---|---|---|
Positive Charge | UpdateProduct | Invoice Item's Related Rate Plan Charge's Rate Plan | Invoice Item's related Rate Plan Charge |
Product Upgrade
Invoice Item | Amendement to Create | Rate Plan To Create | Rate Plan Charge To Create |
---|---|---|---|
Positive Charge (New Product) | NewProduct | Invoice Item's Related Rate Plan Charge's Rate Plan | Invoice Item's related Rate Plan Charge |
Negative Charge (Old Product) | RemoveProduct | Invoice Item's Related Rate Plan Charge's Rate Plan | No Charge, but the Zuora Id of the Rate Plan that is being removed must be entered into the Quote Rate Plan Charge's zqu__SubscriptionRatePlanZuoraId__c field |
Renewal
Invoice Item | Amendement to Create | Rate Plan To Create | Rate Plan Charge To Create |
---|---|---|---|
Positive Charge (Renewal) | RenewProduct | Invoice Item's Related Rate Plan Charge's Rate Plan | Invoice Item's related Rate Plan Charge |
Positive Charge (Additional Seats) | UpdateProduct | Invoice Item's Related Rate Plan Charge's Rate Plan | Invoice Item's related Rate Plan Charge |
Postive Charge (True Up) | NewProduct | Invoice Item's Related Rate Plan Charge's Rate Plan | Invoice Item's related Rate Plan Charge |
For all of the Rate Plan and Rate Plan Charge data we will create a 1:1 mapping of the Zuora Fields to the Zuora CPQ fields in Salesforce. @jpetr I will ask you to just make a simple table to map:
Amendment
SFDC: https://gitlab.my.salesforce.com/01I61000001QLnk?setupid=CustomObjects
Quote Rate Plan
SFDC: https://gitlab.my.salesforce.com/01I61000001QLnr?setupid=CustomObjects
Quote Rate Plan Charge
SFDC: https://gitlab.my.salesforce.com/01I61000001QLnq?setupid=CustomObjects