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Products Sharing Across Entities

This feature is in Limited Availability. If you wish to have access to the feature, submit a request at Zuora Global Support

Multi-entity allows you to define products in the source entity and then share them with target entities. Zuora synchronizes the shared products to each target entities after sharing. The target entities can edit certain information of the shared products or perform certain operations for the shared products. Currently, only the global entity can share products with the other entities.

Products Sharing in the Source Entity

After you followed the procedures to share a product with a target entity, the following information of the shared product is automatically synchronized to the target entity:

Zuora synchronizes the prices of the shared products to the target entities based on the currency types. The price can be shared with a target entity if the following conditions are all met:

  • The currency type of the shared products is activated in the source entity
  • A price is specified with this currency type in the source entity
  • This currency type is also activated in the target entity

You can also activate currency types of the shared products after sharing: 

  • Activate currency types in the source entity:

    The prices are then synchronized to the target entities that have the same currency types activated.

  • Activate currency types in the target entity:

    If the shared products contain the prices with these currency types, the prices are then synchronized to the target entity.

For example, in a source entity, you activate the US Dollar, Euro, and Pound Sterling currency types of the shared products. In a target entity, you only activate the Euro currency type. When you share products with the target entity, only the price with the Euro currency type is synchronized to the target entity. You can activate the Pond Sterling currency type in the target entity later. The price with the Pond Sterling currency type is then synchronized to the target entity.

Management of the Shared Products in the Source Entity

After sharing the products, you can create custom fields on the shared products in the source entity, but you are not allowed to do the following operations for the shared products:

  • Change the charge model
  • Remove the shared products, product rate plans, or product rate plan charges

You can update the shared products in the source entity after sharing in the following ways:

  • Create product rate plans
  • Create product rate plan charges
  • Edit certain information of the shared products that are controlled by the source entity

All the updates are automatically synchronized to the target entities.

All the settings and features that are related to the updates of the shared products in the target entity must be consistent with the ones in the source entity. For example, after sharing the product, you change the UOM value of the shared product to Each in the source entity. The UOM update will not be synchronized to the target entity if the Each unit is not activated in the target entity. See Configurations for Sharing in Target Entities for more information.

If you configure the related setting or get the feature enabled after updating the shared products in the source entity, the updates are still not synchronized to the target entity. To synchronize the missing shared information to the target entity, submit a request at Zuora Global Support.

Data Control on the Shared Products

After sharing products with other entities, you can configure how data is controlled on the shared products in the Product Attribute Control Level Setup setting from the Zuora UI. You can only configure this setting in the global entity.

To apply the control setting to your shared products, you must configure this setting before sharing the products. The setting is applied to all the shared products and all the entities in the entity hierarchy. If you change the setting later, the new setting is then applied to all the shared products. The new setting can only be applied to the product updates that are after the setting configuration. All the product updates that are before the setting configuration will not be applied.

For example,

  1. The product category of a shared product is controlled by the target entity.
  2. After sharing the product, change the product category in the source entity. 
  3. Change the control level of the product category to the source entity.

The change of the product category in the source entity is not synchronized to the target entity. Because the change of the product category is before the control level change. If you update the product category after the control level change, the update in the source entity is synchronized to the target entity.

This setting allows you to configure the product attributes control in the following product levels:

  • Product
  • Product Rate Plan
  • Product Rate Plan Charge
  • Product Rate Plan Charge Tier

Two options of the control level are provided in the setting. Either the source entity or the target entity can control the shared product attributes. The following product attributes can only be controlled by the source entity:

  • Product Rate Plan Charge: Charge Type
  • Product Rate Plan Charge: Charge Model
  • Product Rate Plan Charge: Billing Timing
  • Product Rate Plan Charge Tier: Currency

You can configure the control level for all the other product attributes based on your requirements.

By default:

  • SKU is controlled by the source entity.
  • All the other product attributes are controlled by the target entity.

For more information about how data is controlled on the shared products, see Data Control on Shared Objects. For more information about how to configure the Product Attribute Control Level Setup setting, see Configure Product Attribute Control Setting.

Product Attribute Control Groups

The settings of some product attributes are related to each other. So the control level of the correlated product attributes must be consistent. For example, if the product effective start date is controlled by the source entity, the product effective end date must be controlled by the source entity too.

The following table shows the correlated product attributes in groups. You must set the same control level for each group. An error message is displayed if the product attributes in a group are set to different control levels.

Group Product Level Attribute Name
Product effective start and end dates Product

Effective End Date

Effective Start Date

Product rate plan effective start and end dates Product Rate Plan

Effective End Date

Effective Start Date

Billing cycle type and date Product Rate Plan Charge

Bill Cycle Day

Bill Cycle Type

Weekly Bill Cycle Day

Billing period Product Rate Plan Charge

Billing Period

Specific Billing Period

End date condition Product Rate Plan Charge

End Date Condition

Up To How Many Periods

Up To Periods Type

Price change Product Rate Plan Charge

Price Change Option

Price Increase Option

Price Increase Percentage

Use Tenant Default For Price Change

Taxation

Product Rate Plan Charge

Tax Code

Tax Mode

Taxable

Overage Smoothing Product Rate Plan Charge

Smoothing Model

Number Of Period

Overage Calculation Option

Overage Unused Units Credit Option

Unused Included Unit Price

Charge tier unit
 
Product Rate Plan Charge Tier
 
 

Ending Unit

Included Units

Starting Unit

Management of Shared Products in Target Entities 

In each target entity, you can see the shared products are displayed in the product list in Product > Product Catalog in the left-hand navigation section.

You can do the following operations for the received products:

  • Clone
  • Export
  • Create custom fields
  • Create subscriptions
  • Create subscription amendments, such as changing the price of the received product.
  • Edit the target entity controlled information
  • Deactivate the currencies for the rate plans

But you are not allowed to do the following operations for the received products:

  • Delete
  • Edit the source entity controlled information

Each target entity can manage its received products independent of the other subscriber entities. You can perform the supported operations in a target entity without affecting the other entities.

 

Last modified
19:05, 10 Nov 2016

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