New Features/Improvements (4)
Update to Knowledge Base Links (ZB-2875)
This update accommodates enhancements in the ZoneBilling Knowledge Center to ensure that when the ‘Enable Knowledge Base Links’ setting is enabled in ZAB Preferences, the Knowledge Base Link icon continues to direct users to the appropriate article for the related feature or record type. No functional changes were made as part of this update.
New Feature: Import Configurations (ZB-2799)
The ZoneBilling Import Configurations feature allows users to import (optional) out-of-the-box ZoneBilling configurations, which streamlines the setup process by providing ready-to-use records for common configurations. This feature helps to both speed up and reduce potential mistakes in ZoneBilling Setup. These records serve as a quick setup solution or as examples for further customization. Once the records have been created, the records may be edited or deleted as needed.
When necessary, a configuration may include multiple records of different record types. For example, the ‘Rate Plan’ configuration also includes the supporting records for the selected Rate Plan to function: Rate Plan Search Map, Rate Plan Search Map Filters, and Saved Search.
The Import Configurations Suitelet can be accessed from a button at the top of the ZAB Preferences record. The following configurations are currently included in this feature; this list and the specific records within each may change over time.
- Billing Profile (includes Billing Profile Combine Group)
- Charge Schedule
- Display Configuration (includes Display Condition, Condition Link, Display Action, Action Link)
- Rate Plan (includes Rate Plan Search Map, Rate Plan Search Map Filter, Saved Search)
- Renewal Template
- Revenue Event Type
- ZAB Preferences
For instructions on enabling and accessing the Import Configurations suitelet, please refer to the knowledge base.
ZAB Automation Frequency Update (ZB-1448)
Previously, ZAB Automations allowed for scheduling a single Automation to run at recurring 15-minute intervals. In some instances, this resulted in overlapping processes, record collisions, and script queue backups.
With this enhancement, new ZAB Automations can no longer be scheduled at 15-minute intervals. Existing Automations will remain unchanged.
New Feature: Approve Subscriptions for Billing (ZB-1313)
The ZoneBilling Approve Subscriptions functionality provides the ability to define which users are allowed to ‘approve’ Subscriptions, easily mark Subscriptions ‘approved’, and use that status to prevent ZoneBilling functionality from processing data from ‘unapproved’ Subscriptions. Access to approve Subscriptions may be managed through ZAB Script Permissions.
When the feature is enabled, a new ‘Approval Status’ field is included on Subscription records. Unapproved Subscriptions will not be able to be billed; once approved, the subscriptions may then be picked up by the Create Transactions process and billed as normal.
If you are using consolidated billing and one of the subscriptions in the group to be billed is not approved, none of the subscriptions that are consolidated will be available to be billed.
Access to enable this feature must be provisioned by the Zone & Co team. Please contact customersuccess@zoneandco.com for details.
For more information on enabling Approve Subscription functionality, defining access, and expected behavior in the Create Transactions process, please refer to the knowledge base.
Product Maintenance & Fixes (2)
Issue Updating Sourced Fields on Un-billed Charges (ZB-2876)
Resolves an issue introduced in 2024.09.19.1 where changes to sourced fields did not automatically regenerate Usage (including Ad Hoc) charges, potentially causing Charge fields to be overwritten by sourced changes from subscription items. This change ensures that Charges are regenerated when then the corresponding field value on the related record was changed.
Issue Executing Evergreen Process (ZB-2806)
Resolves an issue occurring when the Evergreen process attempted to extend an extremely high volume of Subscriptions and Subscription Items at one time. In some scenarios, the End Dates on the Subscription Items were extended, Subscription End Dates were not extended, causing those Subscriptions to be picked up again by the Evergreen scripts.