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Order Action Data Source

Zuora

Order Action Data Source

This feature is only available if you have the Order Metrics feature enabled. If you have the Orders feature enabled, you already have the Order Metrics feature enabled. The migration to Order Metrics is in Limited Availability. We are actively soliciting feedback from a small set of early adopters before releasing as generally available. 

Use this data source to report on the actions to be applied to the subscription in a given order. Examples of order action types would be New Subscription, Update Product, New Product, etc. See Order Actions for more information.

The following objects are available in the data source.

Object Description
Order Action

Contains the following fields:

  • Contract Effective Date
  • Customer Acceptance Date
  • Created By ID
  • Created Date
  • ID
  • Service Activation Date
  • Type
  • Updated Date
  • Updated By ID
  • Custom Fields

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
Subscription Version Amendment

The amendment that is responsible for creating the particular subscription version. This amendment corresponds directly to the Order object. If you have the Orders feature enabled, the Subscription Version Amendment object is not available; you should use the Order object instead.

Order

The order you want to view the order action information for.

Account

The customer account information.

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.

Parent Account

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

Sold To

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