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Orders Generation for Subscriptions and Amendments

This feature is only available if you have the Revenue Metrics feature enabled. If you wish to have access to the feature, submit a request at Zuora Global Support. We will investigate your use cases and data before enabling this feature for you.

Zuora automatically generates orders when you create subscriptions and amendments using the Zuora UI, SOAP API, and REST API. An order represents a contractual agreement between a merchant and a customer. You can get additional metrics for orders that are helpful for reporting and revenue recognition.

For more information about metrics for orders, see Key Metrics for Orders.

An order is auto-generated when you do any of the following operations.

  • Create active subscriptions (UI, REST API, and SOAP API)
  • Update subscriptions from the Draft or Pending status to the Active status (UI and SOAP API)
  • Create subscription amendments that are in the Complete status (UI, REST API, and SOAP API)
  • Update subscription amendments from the Draft or Pending status to the Complete status (UI and SOAP API)

Note that if you do the above operations with the unsupported conditions below, the orders will not be generated.

Orders data is not generated for draft, pending, or deleted Subscriptions and Amendments.

Unsupported Conditions

If you have the Revenue Metrics feature enabled, the following operations are not supported:

  • You cannot suspend and resume subscriptions.

  • For the Terms and Conditions amendments:

    • You cannot change a termed subscription to an evergreen subscription and vice versa. 

    • You cannot change the subscription term end date before the renewal term start date.

  • Discounts are not supported at the account level. You cannot change the discounts that are at rate plan level or subscription level to account level. Discount metrics are calculated for discounts at the subscription level and rate plan level.
  • You are not allowed to update the trigger condition for the rate plan charges.
Last modified
16:46, 18 Sep 2017

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