Enhancement to the ZAB API to allow users to optionally include a parameter to include a link to the record in the response file. To include the link, add the parameter include_links = True to a GET request.
Ability to Lock ZAB Billing Profile Record
A new feature to lock the ZAB Billing Profile record has been introduced to add controls and auditability for administrators. It is recommended that all Billing Profiles be locked once testing phases have concluded, before they are utilized on Subscriptions in Production. Unlocking and editing Billing Profile records once they are actively in use may result in unintended impacts to future Transactions.For System Administrators as well as any users listed as ZAB Administrators on the ZAB Preferences record, a new ‘Lock’ button will appear at the top of the Billing Profile.When pressed, the entire record will be locked so that no edits may be made, including adding, changing, or deleting Billing Profile Combine or Separate Groups.In order to proceed with making changes to the Billing Profile, a user with the appropriate permissions must first ‘Unlock’ on the record and click through a warning pop-up. Any changes to the lock status can be audited via the field called ‘Is Locked’ in the System Notes.
Enhancement to Optimize Contract Pricing
Enhancement to optimize the Execute Rating process specifically in scenarios when a Subscription Item leveraged a Contract Pricing record which included an extremely high number of Contract Pricing Details.
Enhancement to Approve Revenue Orders Suitelet
Resolves an extraneous search executed when loading the Approve Revenue Orders suitelet to improve efficiency. This was non-impacting and therefore removed.
Enhancement to Accommodate NetSuite Change to Script Deployment Audiences
Enhancement to accommodate NetSuite’s update to Script Deployment records, which now separates Audiences by ‘Internal Roles’ and ‘External Roles’. This ensures scripts previously set to ‘All Roles’ continue to function as expected, with no change to existing functionality.
Enhancement to Create Transactions Search
Enhancement to the search used in the Create Transactions process to optimize the retrieval of Charges and their related fields to source data to generate the Transaction. No change to billing logic was made as part of this update.
Enhancement to Charge Consolidation Backup File Functionality
Previously, when leveraging the Charge Consolidation feature, the ‘backup’ file of projected Charges only included Charges in periods in which consolidation occurred. If a particular period did not have any Charges to consolidate, no file was generated. This enhancement will ensure that a Consolidated Charge File is generated in all periods if Charge Consolidation is in use on the corresponding Rate Plan.
Issue Filtering Approve Subscription Suitelet
Resolves an error occurring when leveraging the ‘Approve Subscriptions’ feature and filtering by ‘Subscription’. This ensures that all filters and results are displayed appropriately.
Issue Leveraging Ad Hoc Rate Plan and Charge Schedule with 'Days' Interval
Resolves an issue occurring when leveraging a Subscription Item with an Ad Hoc Rate Plan and a Charge Schedule with a ‘Days’ interval. Previously, Charges were generated with the Charge Period Start and End Dates incorrectly set to the Ad Hoc Data date instead of using the Charge Schedule's settings.
Issue Leveraging Handlebars zab_round Function
Previously, when certain company and user number format preference combinations were used in conjunction with the handlebars zab_round function, the rounded number displayed incorrectly when periods and commas were not evaluated appropriately. This has been resolved so that all number formats are compatible with handlebars rounding functionality.
Resolves an issue occurring in niche scenarios when leveraging the Minimum Commitment feature at the Subscription level. Previously, the Create Transactions process failed if the Minimum Commitment Charge was the only Charge being billed in a given period.
Issue Leveraging 'Re-Sync Renewal Item'
Resolves an issue where values were not properly synced in all scenarios when the 'Re-Sync Renewal Item' setting was enabled on a Subscription Item and the Renewal Estimate Item was generated via ZAB Automation. This did not affect Renewal Estimate Items created manually via the ‘Create Estimate’ button.
Issue Updating ZAB Revenue Links
Resolves an issue occurring in niche scenarios where ZAB Revenue Links failed to update correctly when a Charge Amount included 15 or more digits.
Enhancement to Subscription Item Cancellation
Enhancement to allow Subscription Items to be canceled on the Subscription Item End Date. Previously, cancellation was only permitted if the Cancellation Date occurred before the End Date.
Enhancement to Create Revenue Events Suitelet
Enhancement to the Create Revenue Events Suitelet to display an alert if the user attempts to submit and any rows have both the ‘Quantity/Amount/Percent to Fulfill’ and ‘Event Date’ fields left blank.
Issue Creating ZAB Preferences Upon Installation
Resolves an issue where the ZAB Preferences record could not be created in a new ZoneBilling account before configuring Script Permissions. The ‘Import Configurations’ permission is now automatically granted to the Administrator role during bundle installation. This change does not affect existing Script Permission settings.
Release 2025.02.20.1
Enhancement to ZAB Automated Processes
To successfully upgrade to version 2025.02.20.1, administrators must make the following updates to the bundle preferences during the update process. These settings should only be modified if specifically instructed by Zone.To update the bundle, navigate to Customization > SuiteBundler > Search & Install Bundles > List, then search for 'Zone Advanced Billing'.On the Preview Bundle Update page, scroll down to the 'Records' section and update the preferences for 'ZAB Automation Process Order' and 'ZAB Process Type' from ‘Preserve Data’ to ‘Merge Data’.Please note that, depending on the version you upgraded from, these preferences may already be set correctly, in which case no changes will be necessary. As always, Zone recommends that ZoneBilling bundle updates are tested in a sandbox environment prior to updating in production.
This enhancement improves map/reduce queue performance in high-volume accounts with frequently scheduled Automations and numerous map/reduce scripts. In niche scenarios, the backlog of scripts resulted in multiple Processes for the same Automation remaining in the queue at one time, which could lead to duplicate processing or record collision errors.The enhancement now checks if a Process for the same Automation already exists with a ‘Pending’ or ‘Not Started’ status before creating a new one, preventing duplicates in the queue.
New Feature: 'High Priority' Create Transactions Processes
The ‘Priority Processing’ feature provides the ability to define which users are allowed to designate specific submissions as ‘High Priority’ on the Create Transactions suitelet, offering greater control over the transaction queue. Users with the ‘Priority Processing’ ZAB Script Permission assigned will see a new ‘High Priority’ checkbox available on the Create Transactions suitelet. When ‘High Priority’ is selected on the suitelet, the resulting Process is handled by a dedicated script, enabling these Subscriptions to be billed while other ‘standard’ priority Transactions continue processing.For more information on ‘Priority Processing’, please refer to the knowledge base.
Enhancement to Script Concurrency Settings
Previously, all ZoneBilling Map/Reduce scripts were set to use the maximum concurrency available in an account. The concurrency limit will now be set to null to align with NetSuite best practice recommendations.
Update to Record Permissions to Accommodate NetSuite Change
Enhancement to accommodate NetSuite’s update to custom record permissions, replacing ‘No Permission Required’ with a new ‘No Permission Required for Internal Roles’ permission. The affected record types are not visible in the UI and do not impact functionality.
Issue with Decimal Precision when Leveraging Billing Profile
Resolves an issue, introduced in the 2024.10.24.1 version, when leveraging a Billing Profile that aggregated the Quantity field. Previously, in niche scenarios, when the underlying Charge(s) included a Rate with more than four decimal places, the rounded Rate displayed on the Transaction did not match the precise Rate on the Charge. This enhancement first checks if the Transaction Line Quantity * Rate equals the rounded Transaction Line Amount, ensuring that if a single Charge makes up a Transaction Line, the precise Charge Rate will be displayed. If multiple Charges are consolidated into one Line, and the Quantity * Rate does not match the rounded Amount, the Rate is recalculated as Amount divided by Quantity.
Issue with Charge Consolidation Rounding
Resolves an issue occurring when leveraging the Charge Consolidation feature and projected Charges had Rates with more than two decimal places. Previously, the resulting Consolidated Charge was rounded to two places. Now, the Consolidated Charge is calculated with a precise Rate up to eight decimal places.
Issue Displaying 'Zero' Values in Consolidated Charge File
Resolves an issue occurring when leveraging the Charge Consolidation feature and the ‘Generate Backup File’ setting. Previously, values of zero were displayed as blank in the backup file, rather than '0'.
Release 2025.02.20.1
Enhancement to ZAB Automated Processes
This enhancement improves map/reduce queue performance in high-volume accounts with frequently scheduled Automations and numerous map/reduce scripts. In niche scenarios, the backlog of scripts resulted in multiple Processes for the same Automation remaining in the queue at one time, which could lead to duplicate processing or record collision errors.The enhancement now checks if a Process for the same Automation already exists with a ‘Pending’ or ‘Not Started’ status before creating a new one, preventing duplicates in the queue.
New Feature: 'High Priority' Create Transactions Processes
The ‘Priority Processing’ feature provides the ability to define which users are allowed to designate specific submissions as ‘High Priority’ on the Create Transactions suitelet, offering greater control over the transaction queue. Users with the ‘Priority Processing’ ZAB Script Permission assigned will see a new ‘High Priority’ checkbox available on the Create Transactions suitelet. When ‘High Priority’ is selected on the suitelet, the resulting Process is handled by a dedicated script, enabling these Subscriptions to be billed while other ‘standard’ priority Transactions continue processing.For more information on ‘Priority Processing’, please refer to the knowledge base.
Enhancement to Script Concurrency Settings
Previously, all ZoneBilling Map/Reduce scripts were set to use the maximum concurrency available in an account. The concurrency limit will now be set to null to align with NetSuite best practice recommendations.
Update to Record Permissions to Accommodate NetSuite Change
Enhancement to accommodate NetSuite’s update to custom record permissions, replacing ‘No Permission Required’ with a new ‘No Permission Required for Internal Roles’ permission. The affected record types are not visible in the UI and do not impact functionality.
Issue with Decimal Precision when Leveraging Billing Profile
Resolves an issue, introduced in the 2024.10.24.1 version, when leveraging a Billing Profile that aggregated the Quantity field. Previously, in niche scenarios, when the underlying Charge(s) included a Rate with more than four decimal places, the rounded Rate displayed on the Transaction did not match the precise Rate on the Charge. This enhancement first checks if the Transaction Line Quantity * Rate equals the rounded Transaction Line Amount, ensuring that if a single Charge makes up a Transaction Line, the precise Charge Rate will be displayed. If multiple Charges are consolidated into one Line, and the Quantity * Rate does not match the rounded Amount, the Rate is recalculated as Amount divided by Quantity.
Issue with Charge Consolidation Rounding
Resolves an issue occurring when leveraging the Charge Consolidation feature and projected Charges had Rates with more than two decimal places. Previously, the resulting Consolidated Charge was rounded to two places. Now, the Consolidated Charge is calculated with a precise Rate up to eight decimal places.
Issue Displaying 'Zero' Values in Consolidated Charge File
Resolves an issue occurring when leveraging the Charge Consolidation feature and the ‘Generate Backup File’ setting. Previously, values of zero were displayed as blank in the backup file, rather than '0'.
Release 2024.12.12.1
ZAB Automation Frequency Update
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
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, Subscriptions will be picked up by the Create Transactions process and billed as normal. If you are using the ‘Consolidated Billing’ feature, and one of the Subscriptions in a billing group 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.
Update to Knowledge Base Links
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
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. 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.
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.
Issue Updating Sourced Fields on Un-billed Charges
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 the corresponding field value on the related record is changed.
Issue Executing Evergreen Process
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, but the Subscription End Dates were not extended, causing those Subscriptions to be picked up again by the Evergreen scripts.