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Order Line Item Data Source

Zuora

Order Line Item Data Source

The Order Line Items feature is now generally available. You need to enable the Orders or Orders Harmonization feature to access the Order Line Items feature. 

Use the Order Line Item data source to report on information for a given Order Line Item. See Overview of Order Line Items for more information about the order line item.

The following objects are available in the data source.

Object Description
Order Line Item

Information about the order line item.

This is the base object for the Order Line Item Data Source Export. 

Contains the following fields:

  • Accounting Code
  • Amended By Order On
  • Amount
  • Amount Per Unit
  • Amount Without Tax
  • Bill Target Date
  • Billing Rule
  • Created By ID
  • Created Date
  • Deferred Revenue Accounting Code
  • Description
  • Discount - This field shows the total discount amount that is applied to an order line item after the Inline Discount Type and  Inline Discount Per Unit fields are set.
  • Exclude Item Booking from Revenue - Specifies whether to exclude non-revenue related rate plan charges and order line items from syncing to Zuora Revenue. This field is only available if you have enabled Zuora Billing - Revenue Integration.
  • Exclude Item Billing from Revenue - Specifies whether to exclude non-revenue related invoice items, invoice item adjustments, credit memo items, and debit memo items from syncing to Zuora Revenue. This field is only available if you have enabled Zuora Billing - Revenue Integration.
  • ID
  • Inline Discount Per Unit - This field is used in accordance with the Inline Discount Type field, in the following manner:
    • If the Inline Discount Type field is set as Percentage, this field specifies the discount percentage for each unit of the order line item.
    • If the Inline Discount Type field is set as FixedAmount, this field specifies the discount amount on each unit of the order line item.
  • Inline Discount Type - Specifies the inline discount type, which can be Percentage, FixedAmount, or None.
  • Item Category
  • Item Name
  • Item Number
  • Item State
  • Item Type
  • List Price
  • List Price Per Unit
  • Original Order Date
  • Original Order Line Item Number
  • Original Order Number
  • Product Code
  • Product Rate Plan Charge ID
  • Purchase Order Number
  • Quantity
  • Quantity Available For Return
  • Quantity Fulfilled
  • Quantity Pending Fulfillment
  • Recognized Revenue Accounting Code
  • Related Subscription Number
  • Requires Fulfillment
  • Revenue Recognition Rule
  • Recognized Revenue Accounting Code
  • Sold To Contact ID
  • Tax Code
  • Tax Mode
  • Transaction Start Date
  • Transaction End Date
  • UOM
  • Updated By ID
  • Updated Date
Account Information about the customer account that owns the order line item.
Adjustment Liability Accounting Code

The accounting code for customers using Zuora Billing - Revenue Integration. Contains the following fields:

  • Category
  • Created By ID
  • Created Date
  • GL Account Name
  • GL Account Number
  • ID
  • Name
  • Notes
  • Status
  • Type
  • Updated By ID
  • Updated Date
Adjustment Revenue Accounting Code

The accounting code for customers using Zuora Billing - Revenue Integration. Contains the following fields:

  • Category
  • Created By ID
  • Created Date
  • GL Account Name
  • GL Account Number
  • ID
  • Name
  • Notes
  • Status
  • Type
  • Updated By ID
  • Updated Date
Bill To

The contact associated with the account to whom your product or service is billed.

Contract Asset Accounting Code

The accounting code for customers using Zuora Billing - Revenue Integration. Contains the following fields:

  • Category
  • Created By ID
  • Created Date
  • GL Account Name
  • GL Account Number
  • ID
  • Name
  • Notes
  • Status
  • Type
  • Updated By ID
  • Updated Date
Contract Liability Accounting Code

The accounting code for customers using Zuora Billing - Revenue Integration. Contains the following fields:

  • Category
  • Created By ID
  • Created Date
  • GL Account Name
  • GL Account Number
  • ID
  • Name
  • Notes
  • Status
  • Type
  • Updated By ID
  • Updated Date
Contract Recognized Revenue Accounting Code

The accounting code for customers using Zuora Billing - Revenue Integration. Contains the following fields:

  • Category
  • Created By ID
  • Created Date
  • GL Account Name
  • GL Account Number
  • ID
  • Name
  • Notes
  • Status
  • Type
  • Updated By ID
  • Updated Date
Default Payment Method

The default payment method used to make payments.

Deferred Revenue Accounting Code

Contains the following fields:

  • Category
  • Created By ID
  • Created Date
  • GL Account Name
  • GL Account Number
  • ID
  • Name
  • Notes
  • Status
  • Type
  • Updated By ID
  • Updated Date
Sold To Contact

The sold-to contact information. Contains the following fields:

  • Account ID
  • Address 1
  • Address 2
  • City
  • Contact Type
  • Country
  • County
  • Created By ID
  • Created Date
  • Description
  • Fax
  • First Name
  • Home Phone
  • ID
  • Last Name
  • Mobile Phone
  • Nick Name
  • Other Phone
  • Other Phone Type
  • Personal Email
  • Postal Code
  • State/Province
  • Tax Region
  • Updated By ID
  • Updated Date
  • Work Email
  • Work Phone
Order The order that contains the order line item.
Order Contact The order contact information.
Original Order The original order that was selected for creating the return order carrying the return order line item.
Contains the following fields:
  • Category
  • Created By ID
  • Created By Migration - A Boolean value. The value "true" indicates this order is auto-generated by the system for a subscription or amendment created through the Subscribe and Amend UI and APIs.
  • Created Date
  • Description
  • ID
  • Order Date
  • Order Number
  • State - The Order state. The possible value is “Executing”, “Complete”, or “Canceled”.
  • Status - The Order status. The possible value is "Completed" or "Pending".
  • Updated By ID
  • UpdatedDate
Original Order Line Item

The originally sold order line item in the Original Order.
This information is only available for the returned order line item.
Contains the following fields:

  • Accounting Code
  • Amended By Order On
  • Amount
  • Amount Per Unit
  • Amount Without Tax
  • Bill Target Date
  • Billing Rule
  • Created By ID
  • Created Date
  • Deferred Revenue Accounting Code
  • Description
  • Discount - This field shows the total discount amount that is applied to an order line item after the Inline Discount Type and  Inline Discount Per Unit fields are set.
  • Exclude Item Booking from Revenue - Specifies whether to exclude non-revenue related rate plan charges and order line items from syncing to Zuora Revenue. This field is only available if you have enabled Zuora Billing - Revenue Integration.
  • Exclude Item Billing from Revenue - Specifies whether to exclude non-revenue related invoice items, invoice item adjustments, credit memo items, and debit memo items from syncing to Zuora Revenue. This field is only available if you have enabled Zuora Billing - Revenue Integration.
  • ID
  • Inline Discount Per Unit - This field is used in accordance with the Inline Discount Type field, in the following manner:
    • If the Inline Discount Type field is set as Percentage, this field specifies the discount percentage for each unit of the order line item.
    • If the Inline Discount Type field is set as FixedAmount, this field specifies the discount amount on each unit of the order line item.
  • Inline Discount Type - Specifies the inline discount type, which can be Percentage, FixedAmount, or None.
  • Item Category
  • Item Name
  • Item Number
  • Item State
  • Item Type
  • List Price
  • List Price Per Unit
  • Original Order Date
  • Original Order Line Item Number
  • Original Order Number
  • Product Code
  • Product Rate Plan Charge ID
  • Purchase Order Number
  • Quantity
  • Quantity Available For Return
  • Quantity Fulfilled
  • Quantity Pending Fulfillment
  • Recognized Revenue Accounting Code
  • Related Subscription Number
  • Requires Fulfillment
  • Revenue Recognition Rule
  • Recognized Revenue Accounting Code
  • Sold To Contact ID
  • Tax Code
  • Tax Mode
  • Transaction Start Date
  • Transaction End Date
  • UOM
  • Updated By ID
  • Updated Date
Parent Account

Refers to the parent account associated with the customer account, if applicable.

Product The product information. Contains the following fields:
  •  AllowFeatureChanges
  •   Category
  •   Created By ID
  •   Created Date
  •   DA Label
  •   Description
  •   Effective End Date
  •   Effective Start Date
  •   ID
  •   Name
  •   SKU
  •   Updated By ID
  •   Updated Date
Product Rate Plan The product rate plan information. Contains the following fields:
  •   Created By ID
  •   Created Date
  •   Description
  •   Effective End Date
  •   Effective Start Date
  •   ExternalIdSourceSystem
  •   ID
  •   Name
  •   Updated By ID
  •   Updated Date
Product Rate Plan Charge The product rate plan charge information. Contains the following fields:
  • Accounting Code
  •  Apply Discount To
  •  Bill Cycle Day
  •  Bill Cycle Type
  •  Billing Period
  •  Billing Period Alignment
  •  Billing Timing
  •  Charge Model
  •  Charge Type
  •  Created By ID
  •  Created Date
  •  Credit Option
  •  Default Quantity
  •  Deferred Revenue Account
  •  Description
  •  Discount Class
  •  Discount Level
  •  Drawdown Rate
  •  Drawdown UOM
  •  End Date Condition
  •  Exclude Item Billing From Revenue Accounting
  •  Exclude Item Booking From Revenue Accounting
  •  ID
  •  Included Units
  •  Is Prepaid
  •  Legacy Revenue Reporting
  •  List Price Base
  •  Max Quantity
  •  Min Quantity
  •  Name
  •  Number Of Period
  •  Overage Calculation Option
  •  Overage Unused Units Credit Option
  •  Prepaid Operation Type
  •  Prepaid Quantity
  •  Prepaid Total Quantity
  •  Prepaid UOM
  •  Price Change Option
  •  Price Increase Percentage
  •  Rating Group
  •  Recognized Revenue Account
  •  Revenue Recognition Code
  •  Revenue Recognition Rule Name
  •  Revenue Recognition Trigger
  •  Smoothing Model
  •  Specific Billing Period
  •  Tax Code
  •  Tax Mode
  •  Taxable
  •  Trigger Event
  •  UOM
  •  Up To How Many Periods
  •  Up To Periods Type
  •  Updated By ID
  •  Updated Date
  •  Usage Records Rating Option
  •  Use Discount Specific Accounting Code
  •  Use Tenant Default For Price Change
  •  Validity Period Type
  •  Weekly Bill Cycle Day
Recognized Revenue Accounting Code

The accounting code. Contains the following fields:

  • Category
  • Created By ID
  • Created Date
  • GL Account Name
  • GL Account Number
  • ID
  • Name
  • Notes
  • Status
  • Type
  • Updated By ID
  • Updated Date
Sold To

The ID of a contact that belongs to the billing account of the order line item. Contains the following fields:

  • Account ID
  • Address 1
  • Address 2
  • City
  • Country
  • County
  • Created By ID
  • Created Date
  • Description
  • Fax
  • First Name
  • Home Phone
  • ID
  • Last Name
  • Mobile Phone
  • Nick Name
  • Other Phone
  • Other Phone Type
  • Personal Email
  • Postal Code
  • State/Province
  • Tax Region
  • Updated By ID
  • Updated Date
  • Work Email
  • Work Phone
Sold To Contact Snapshot

The snapshot of the ID for an account used as the sold-to contact of an order line item. Contains the following fields:

  • Account ID
  • Address 1
  • Address 2
  • City
  • Contact ID
  • Country
  • County
  • Created By ID
  • Created Date
  • Description
  • Fax
  • First Name
  • Home Phone
  • ID
  • Last Name
  • Mobile Phone
  • Nick Name
  • Other Phone
  • Other Phone Type
  • Personal Email
  • Postal Code
  • State/Province
  • Tax Region
  • Updated By ID
  • Updated Date
  • Work Email
  • Work Phone
Unbilled Receivables Accounting Code

The accounting code for customers using Zuora Billing - Revenue Integration. Contains the following fields:

  • Category
  • Created By ID
  • Created Date
  • GL Account Name
  • GL Account Number
  • ID
  • Name
  • Notes
  • Status
  • Type
  • Updated By ID
  • Updated Date