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README

/*    Copyright (c) 2012 Zuora, Inc.
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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.  
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