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/* Copyright (c) 2012 Zuora, Inc. * * Permission is hereby granted, free of charge, to any person obtaining a copy of * this software and associated documentation files (the "Software"), to use copy, * modify, merge, publish the Software and to distribute, and sublicense copies of * the Software, provided no fee is charged for the Software. In addition the * rights specified above are conditioned upon the following: * * The above copyright notice and this permission notice shall be included in all * copies or substantial portions of the Software. * * Zuora, Inc. or any other trademarks of Zuora, Inc. may not be used to endorse * or promote products derived from this Software without specific prior written * permission from Zuora, Inc. * * THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR * IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, * FITNESS FOR A PARTICULAR PURPOSE AND NON-INFRINGEMENT. IN NO EVENT SHALL * ZUORA, INC. BE LIABLE FOR ANY DIRECT, INDIRECT OR CONSEQUENTIAL DAMAGES * (INCLUDING, BUT NOT LIMITED TO, PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES; * LOSS OF USE, DATA, OR PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSED AND ON * ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT * (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE OF THIS * SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE. */ Zuora Z-Force Sample Code Package: Invoice Owner Transfer INTRODUCTION ------------ This Z-Force Sample Code package provides a reference implementation that allows Invoice Owner Transfer capability on Z-Force Quotes. PRE-REQUISITES ------------- 1. This sample code package is an unmanaged package that depends on the following Z-Force managed packages: - Z-Force 360 Version 2.2 - Z-Force Quotes Version 5.3 2. If you do not have Force.com Migration Tool already installed, please follow the instructions below: 1). Visit http://java.sun.com/javase/downloads/index.jsp and install Java JDK, Version 6.1 or greater on the deployment machine. 2). Visit http://ant.apache.org/ and install Apache Ant, Version 1.6 or greater on the deployment machine. 3). Set up the environment variables (such as ANT_HOME, JAVA_HOME, and PATH) as specified in the Ant Installation Guide at http://ant.apache.org/manual/install.html. 4). Log in to Salesforce on your deployment machine. Click Your Name | Setup | Develop | Tools, then click Force.com Migration Tool. 5). Unzip the downloaded file to the directory of your choice. The Zip file contains a Jar file containing the ant tasks: ant-salesforce.jar 6). Copy the ant-salesforce.jar file from the unzipped file into the ant lib directly. The ant lib directly is located in the root folder of your Ant installation. INSTALLATION-INSTRUCTIONS ------------------------- 1. Open build.properties, and specify the login credentials for your Salesforce.com organization: sf.username= sf.password= Please note that the password should be your login password concatenated with the security token. 2. Navigate to Z-Force/InvoiceOwnerTransfer folder, and type: ant deploy This will deploy the sample code unmanaged package into your Salesforce.com organization. PACKAGE CONTENTS ================ 1. Custom Fields This package includes the following 2 custom fields on zqu__Quote__c custom object: (1) Owner_Transfer_Status__c: A text field containing the current status of the Invoice Owner Transfer. (2) InvoiceOwner__c: The invoice owner lookup field, referencing the Billing Account object (Zuora__CustomerAccount__c) 2. Field Sets This package includes 5 field sets that are used by the Subscription/Amendment preview pages. 3. Custom Button: Send to ZBilling With Invoice Owner This is a custom button that can be configured onto the Quote Layout. It launches a VisualForce page ZuoraQuoteSubmitWithInvoiceOwner that contains the invoice owner transfer capability.