Revenue Schedule Item Data Source

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Overview

Use this data source to export revenue schedule item data.

Accessing the Data Source

Navigation: Reporting > Data Sources and select Revenue Schedule Item as the data source.

Data Source Details

Data Source Diagram

This diagram illustrates the hierarchical association between the base Revenue Schedule Item object and related (joined) Zuora objects.

Base Object Description

Zuora Object	Description
Revenue Schedule Item	Represents one revenue line item. This is the base Zuora object for the Revenue Schedule Item data source export and includes the following fields: Amount Created By ID Created Date Currency ID Updated By ID Updated Date

Zuora Object

Description

Revenue Schedule Item

Represents one revenue line item.

This is the base Zuora object for the Revenue Schedule Item data source export and includes the following fields:

Amount
Created By ID
Created Date
Currency
ID
Updated By ID
Updated Date

The Revenue Schedule Item data source is always associated to the original subscription and charge because there is only one charge revenue summary on the revenue side for one charge.

If the subscription has several versions and you want segment information of specific versions, for example, the Term Start Date and Term End Date of the second version of the subscription, you need to use the Revenue Schedule Item Invoice Item and Revenue Schedule Item Invoice Item Adjustment data sources to fetch the data.

Related Object Descriptions

Descriptions for related Zuora objects are listed in alphabetical order.

Object	Description
Account	The customer account information. Note this is the Invoice Owner account.
Accounting Period	Periods of time that represents the financial calendar of your company. Used to assist with accounting close activities and financial reporting. Contains the following fields: Created By ID Created Date End Date Fiscal Quarter Fiscal Year ID Name Notes Start Date Status Updated By ID Updated Date
Amendment	The amendment that is tied to the rate plan charge, if applicable.
Bill To	The contact associated with the account to whom your product or service is billed.
Default Payment Method	The default payment method used to make payments.
Deferred Revenue Accounting Code	Accounting code for deferred revenue. 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
Entity	The entity that the data relates to. Part of the Multi-entity feature. Contains the following fields: Address 1 Address 2 City Country Created By ID Created Date Display Name Email ID Name Postal Code State 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 Description Effective End Date Effective Start Date ID Name NetSuite Integration ID NetSuite Integration Status NetSuite Item Type NetSuite Sync Date SKU Updated By ID Updated Date
Product Rate Plan	The rate plan coming from the product catalog. Contains the following fields: Created By ID Created Date Description Effective End Date Effective Start Date ID Name Updated By ID Updated Date
Product Rate Plan Charge	The product rate plan charge information coming from the product catalog. 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 Default Quantity Deferred Revenue Account Description Discount Level End Date Condition ID Included Units Legacy Revenue Reporting List Price Base Max Quantity Min Quantity Name Number Of Period Overage Calculation Option Overage Unused Units Credit Option 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 Weekly Bill Cycle Day
Rate Plan	Refers to the rate plan or pricing plan information associated with the subscription. Contains the following fields: Amendment Type: Note that a filter on this field using the unequal operator cannot return those Rate Plan records with a blank Amendment Type field. Created By ID Created Date Externally Managed Plan ID: a text field. This field indicates the unique identifier of a rate plan purchased on a third-party store. ID Invoice Owner ID: the invoice owner ID of the subscription that contains the rate plan Name Subscription Owner ID: the subscription owner ID of the subscription that contains the rate plan Updated By ID Updated Date
Rate Plan Charge	The charge information associated with the subscription. 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 Number Charge Type Charged Through Date Created By ID Created Date DMRC DTCV Description Discount Level Effective End Date Effective Start Date End Date Condition ID Invoice Owner ID: the invoice owner ID of the subscription that contains the rate plan charge Is Last Segment Is Processed List Price Base MRR Name Number of Periods Original ID Overage Calculation Option Overage Unused Units Credit Option Price Change Option Price Increase Percentage Processed Through Date Quantity Rating Group Revenue Recognition Code Revenue Recognition Rule Name Revenue Recognition Trigger Condition Segment Specific Billing Period Specific End Date Subscription Id: the ID of the subscription that contains the rate plan charge Subscription Owner ID: the subscription owner ID of the subscription that contains the rate plan charge TCV Trigger Date Trigger Event Unit of Measure Up To Periods Up To Periods Type Updated By ID Updated Date Version Weekly Bill Cycle Day
Recognized Revenue Accounting Code	Accounting code for recognized revenue. 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
Revenue Charge Summary	Revenue summary for the subscription charge. Contains the following fields: Created By ID Created Date Currency ID Notes Revenue Summary Charge Number Updated By ID Updated Date
Revenue Schedule	The distribution of revenue amounts over a number of accounting periods. A revenue schedule represents how revenue is recognized over time. This object contains the following fields: Amount Created By ID Created Date Currency Exchange Rate Date (only available if you have the Currency Conversion feature enabled) FieldLabel ID Linked Transaction Date Linked Transaction ID Linked Transaction Number Linked Transaction Type Notes Recognition Rule Name Reference Id Revenue Schedule Date Revenue Schedule Number Revenue Schedule Recognition End Revenue Schedule Recognition Start Undistributed Unrecognized Revenue Updated By ID Updated Date
Sold To	The contact associated with the account to whom your product or service is sold.
Subscription	The subscription to which the rate plan is associated. Contains the following fields: Auto Renew Cancelled Date Contract Acceptance Date Contract Effective Date Cpq Bundle Json ID Created By ID Created Date Creator Account ID Creator Invoice Owner ID Current Term Current Term Period Type ID Initial Term Initial Term Period Type Invoice Owner ID Invoice Separate Name Notes Opportunity Close Date Opportunity Name Original Created Date Original ID Previous Subscription ID Quote Business Type Quote Number Quote Type Renewal Setting Renewal Term Renewal Term Period Type Service Activation Date Status Subscription End Date Subscription Start Date Term End Date Term Start Date Term Type Updated By ID Updated Date Version