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ZAB Preference Defaults

ZAB Preference Defaults allow you to assign a value to fields on specific records, bypassing the need to customize each field. These defaults allow you to create a baseline value for select fields.

zab_preferences_defaults.png

  • ZAB Preferences Defaults can always be overwritten on individual instances
  • If the field you are defaulting to is a List/Record Field Type, you’ll need to specify the Internal ID of that value
  • Once added, the defaults will populate under the Default Values field on the ZAB Preferences Record
  • This functionality is commonly used to set a Revenue Configuration, Renewal Template, or Billing Profile across all Subscriptions as they are created. This is especially helpful since Revenue Configuration has to be populated on a Subscription in order to make it eligible for the ZAB Revenue process
  • The Field To Default options will change based on the Record Type selected
  • Setting defaults can be helpful for integration

 

Adding a New ZAB Preference Default Value

Go to the ZAB Preferences record under Setup > Zone Advanced Billing > ZAB Preferences

  1. Scroll down and click on New ZAB Preferences Defaults
  2. Select the Record Type this default value should apply to
  3. Under Field To Default, select the Field that should be defaulted
  4. The Field To Default Internal ID will automatically populate the field ID related to the selected Field To Default value
  5. Under Default Value Internal ID, enter the Internal ID for the default value you would like to use for this field.
  6. Save

Example:

1. Configuration

zab_preferences_defaults_config.png

2. Locating the Internal ID

zab_preferences_defaults_locating_internal_id.png

 

3. Outcome

zab_preferences_defaults_outcome.png

This example illustrates that if a default value is set, it will populate onto the corresponding field when a new record is created. In this example the default Charge Schedule is set to Anniversary which means that the Anniversary Charge Schedule will always populate as the default Charge Schedule when creating new Subscription Items.

NOTE: ZAB Preference Defaults are applied Before Record Load of a new record. Therefore, they will be applied to the record before any other customized process or logic that depends on additional data entry.

 

Limitations

ZAB Preferences Defaults do not currently support the following record types:

  • Master Contract
  • Pricing Tier
  • Rate Plan
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