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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

The entire order line item lifecycle for businesses can be managed through order line item categories and fulfillments, as follows:

  • Order line items of both sales and return categories can be created to track product sales and return. Billing documents can be generated based on the order line items accordingly, including invoices, negative invoices, and credit memos.
  • Fulfillments can be created and attached to an order line item to track the shipment or return status. Billing can now be triggered based on the fulfillment state and billing documents can be generated based on the fulfillments accordingly as well. In addition, fulfillment items can be created and attached to a fulfillment to keep track of all the assets in your system.

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.

Fulfillments are subordinate objects attached to their related order line item. Fulfillment items are subordinate objects attached to their related fulfillment.

order-line-item-with-fulfillment.png

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 Orders, Order Line Items, and Fulfillments. You can use the Order Line Items API, Fulfillments API, Orders API, and Orders UI to manage changes and status transitions. See State transitions for an order, order line item, and fulfillment for more information.

Discounts are supported on order line items through inline discounts. See Inline discounts for order line items.

Querying order line items

You can query order line items by the following ways:

You can query fulfillments and fulfillment items in the following ways:

Order Line Items limitations

  • The maximum number of order line items allowed in a Create an order operation is 100.
  • The maximum number of order line items allowed in a Create an order asynchronously operation is 100.
  • The maximum number of order line items allowed in an Update order line items operation is 100.
  • Negative values for quantity are not supported for order line items.
  • Negative values for price and amount are supported for order line items; however, if the total amount for the order that includes the order line items is a negative value, an invoice will not be generated. See known limitations in Unified Invoicing.
  • The maximum number of fulfillments allowed in an order line item is 100. If you need to increase the limit, contact Zuora Global Support to validate your business case.
  • The maximum number of fulfillment items allowed in a fulfillment is 100. If you need to increase the limit, contact Zuora Global Support to validate your business case.

How to get started

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

The Fulfillment and Return 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.