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Overview of Order Line Items

Zuora

Overview of Order Line Items

This article introduces Order Line Items.

What are Order Line Items?

When charging for non-subscription based goods and services such as physical goods and professional services previously, you would have to add different methods to add these charges onto the end subscriber’s account, including: 

  • Create a new subscription each time this product is sold
    • Not an accurate representation of my customer
    • API and UI performance degradation after too many new subscriptions
    • Difficult to manage the actual subscription
  • Amend the existing subscription each time the product is sold
    • Not an accurate representation of my customer
    • API and UI performance degradation after too many amendments
    • Difficult to manage the actual subscription
  • Utilize usage to capture the purchase and pass the usage in at some point after the purchase
    • Complicated solution
    • May not accurately validate funds before service is provided
    • Billing and payment timing options are not ideal
  • Do not hold the charge in Zuora
    • Billing, reporting, revenue out of multiple systems
    • More complex integrations

With the Order Line Items feature enabled, you can now use the Orders API and UI to send non subscription based transactional charges, such as one-time fees, physical goods, or professional service charges, from quoting through revenue recognition, without the need for a subscription. The Orders API and UI support the creation of:

  • One or more subscriptions
  • One or more order line items
  • Or a hybrid order containing both subscriptions and order line items

As shown in the diagram below, order line items are stored outside of a subscription, and therefore do not require an amendment or order action, and do not impact the subscription version.

OrderLineItems.jpeg

Even though order line items are stored outside of a subscription, order line item charges can be sent through the entire Order To Revenue process, including Invoicing, Payments, Collections, and Revenue.

To enable the ability to perform a series of business processes, states are introduced on both Orders and Order Line Items. You can use the Order Line Items API, Orders API, and Orders UI to manage changes and status transitions to order line items. See Order line item states, order states, and state transitions for more information.

Use cases supported by Order Line Items

You can create and manage order line items through the Zuora UI and API.

Querying order line items

You can query order line items by the following ways:

Order Line Items limitations

How to get started

You need to make sure you have access to the Order Line Items feature. 

The Order Line Items feature is in the Early Adopter phase. We are actively soliciting feedback from a small set of early adopters before releasing it as generally available. If you want to join this early adopter program, submit a request at Zuora Global Support.

You also need to enable the Orders feature to access the Order Line Items feature. Orders is generally available as of Zuora Billing Release 284 (August 2020). If you are an existing Zuora Subscribe and Amend customer and want to adopt Orders, see What is Orders Harmonization and join the Orders Harmonization community group for more information. If you want to enable Orders, submit a request at Zuora Global Support.