When running a subscription action in Limio for Salesforce (e.g. cancel or switch), the flows perform accurate calculations for the order total against Zuora. What Zuora returns as the total is then stored on a Limio for Salesforce apex class, represented as a flow variable, and its attributes can be used across the flow to perform conditional logic (e.g. if order total = 0, skip payment), or to be used as merge fields to build dynamic text, see Flow Customisation: Compliance Script for the Acquisition Flow.
The flow variable in which these parameters are stored are in a global apex class, of type OrderPreview, and its properties are the following.
Variable type and name |
String CurrencyCode |
Integer Discount |
Integer DiscountDuration |
String DiscountPaymentFrequency |
Date EndOfServicePeriod |
Decimal InitialAmountWithoutTax |
Decimal InitialPayment |
Decimal InitialTaxAmount |
Date NextPaymentDate |
Decimal OrderTotal |
String PaymentFrequency |
String ProductName |
Decimal RecurringPaymentAmount |
Decimal RefundAmount |
Since such variables are not relevant to all order types, below is an explanation of what each variable represents for each order type in which is used.
Order Preview: Acquisition Journey
Variable name | Populated (Y/N) | Content |
CurrencyCode | Y | The currency of the order, in the format GBP, EUR, USD,... |
Discount | N | |
DiscountDuration | N | |
DiscountPaymentFrequency | N | |
EndOfServicePeriod | N | |
InitialAmountWithoutTax | Y | Initial amount to pay (excl tax) |
InitialPayment | Y | Initial amount to pay (incl tax) |
InitialTaxAmount | Y | Initial tax amount to pay |
NextPaymentDate | Y | Timestamp of the next billing date, following the first billing date (first billing date being today's date) |
OrderTotal | N | |
PaymentFrequency | N | |
ProductName | Y | Name of the product(s) being purchased |
RecurringPaymentAmount | Y | The amount to pay at the start of the next billing period, and thereafter (might be different from the initial one) |
RefundAmount | N |
Order Preview: Cancel/Cancel Save Journey
Variable name | Populated (Y/N) | Content |
CurrencyCode | Y | The currency of the order, in the format GBP, EUR, USD,... |
Discount | Y | If cancel save, the discount % (e.g. 20) |
DiscountDuration | Y | How many terms the discount applies to |
DiscountPaymentFrequency | Y | The frequency of the discount terms |
EndOfServicePeriod | N | |
InitialAmountWithoutTax | Y | Initial amount to pay (excl tax) |
InitialPayment | Y | Initial amount to pay (incl tax) |
InitialTaxAmount | Y | Initial tax amount to pay |
NextPaymentDate | Y | Timestamp of the next billing date, following the chosen effective date. This is not effective date, but the first payment date after that. |
OrderTotal | Y | Same as InitialPayment |
PaymentFrequency | N | |
ProductName | Y | Name of the product(s) being purchased |
RecurringPaymentAmount | N | |
RefundAmount | N |
Order Preview: Switch Journey
Variable name | Populated (Y/N) | Content |
CurrencyCode | Y | The currency of the order, in the format GBP, EUR, USD,... |
Discount | N | |
DiscountDuration | N | |
DiscountPaymentFrequency | N | |
EndOfServicePeriod | Y | The end date of the current billing period |
InitialAmountWithoutTax | Y | Initial amount to pay (excl tax) |
InitialPayment | Y | Initial amount to pay (incl tax) |
InitialTaxAmount | Y | Initial tax amount to pay |
NextPaymentDate | Y | Timestamp of the next billing date, following the chosen effective date. This is not effective date, but the first payment date after that. |
OrderTotal | Y | Same as InitialPayment |
PaymentFrequency | Y | How often they get charged (e.g. 1 month, 4 weeks, 1 year, etc) |
ProductName | Y | Name of the product(s) being purchased |
RecurringPaymentAmount | Y | Amount to pay after the first billing |
RefundAmount | N |
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