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View details of a fulfillment

Zuora

View details of a fulfillment

You can view the summary of all fulfillments on the order line item or view the details of a specific fulfillment.

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.

Use the Zuora UI 

To view the fulfillment details, complete the following steps:

  1. Navigate to Customers > Orders. The Orders page opens and lists the orders in your tenant. 

  2. Search for the order that contains the order line items. For information about how to search for an order, see View Details of an Order.

  3. Open the order details page by clicking the order number in blue in the ORDER column. 

  4. In the Order Line Items area, click the order line item name in blue in the ITEM NAME column. The order line item details page opens.

  5. You can view a summary of all fulfillments on the order line item, or view the details of a specific fulfillment.

Summary of all fulfillments on the order line item

The sales order line item provides the Fulfillment Details (or Billing Documents section depending on the Billing Trigger Rule value) and Related Return OLIs sections.

  • If the Billing Trigger Rule is Trigger As Fulfillment Occurs, the Fulfillment Details section displays.
  • If it is Trigger Without Fulfillment, the Billing Documents section displays instead. The Billing Documents section includes the Invoice Number, Invoice Date, invoice Due Date, Invoice Status, and Invoice Amount. For invoice information, see Invoice.

The Fulfillment Details section includes the following tables and fields:

Table

Field

Description

Sales Quantity Overview

Pending

The quantity of items pending to be sold for the sales order line item

Fulfilled/Sold

The quantity of the sold items for the sales order line item

Total

The total quantity of items for the sales order line item

Available to Return

The quantity of items available to be returned for the sales order line item

 

If you create a return order line item, you need to make sure the quantity of the return order line item to be created is less or equal to this value.

Fulfillment and Billing Document Details

Number

The fulfillment number, for example, F-00000100. 

Date

The date of the fulfillment.

Type

Type of a fulfillment, can be Delivery and Return.

Carrier

The express company

Tracking Number 

The express number from the express company

State

The state of the fulfillment, can be Executing, Booked, Sent To Billing, Complete, and Canceled.

Quantity

The fulfillment quantity

Amount

The price amount for the fulfillment

Billing Document

The billing document link

Click the link to view the generated billing documents. For more information, see Generate billing documents for order line items and fulfillments

The Related Return OLIs section includes the following fields:

Section

Field

Description

Return Quantity Overview

Pending

The quantity of items pending to be returned for the return order line item

Fulfilled/Returned

The quantity of returned items for the return order line item

Total

The total quantity of items for the return order line item

Return OLI Details

Return Order Number

The order number of the return orders associated with the sales order line item in the sales order

Return OLI Name

The name of the return order line item associated with the sales order line item

Billing Trigger Rule

The billing trigger rule for the return order line item, the value is Trigger As Fulfillment Occurs for order line items carrying fulfillments. 

Item State

The state of the order line item, can be Executing, Booked, Sent To Billing, Complete, and Canceled

Quantity Returned

The quantity of items to be returned or have been returned for the fulfilment

Amount

The price amount for the fulfillment 

The return order line provides the Fulfillment Details (or Billing Documents section depending on the Billing Trigger Rule value) section, complying with the same rule as the sales order line item. The Billing Documents section includes the Credit Memo Number, CM Date, CM Status, and CM Amount (CM represents credit memo). For credit memo information, see Invoice Settlement.

The Fulfillment Details section includes the following information:

Section

Field

Description

Return Quantity Overview

Pending

The quantity of items pending to be returned for the return order line item

Fulfilled/Returned

The quantity of returned items for the return order line item

Total

The total quantity of items for the return order line item

Fulfillment and Billing Document Details

Number

The fulfillment number, for example, F-00000100

Date

The date of the fulfillment.

Type

Type of a fulfillment, can be Delivery and Return.

Carrier

The express company

Tracking Number 

The express number from the express company

State

The state of the fulfillment, can be Executing, Booked, Sent To Billing, Complete, and Canceled

Quantity

The fulfillment quantity

Amount

The price amount for the fulfillment

Billing Document

The billing document link

Click the link to view the generated billing documents. For more information, see Generate billing documents for order line items and fulfillments

Details of a fulfillment

The following table lists the details of a fufillment.

Section

Field name

Description

Overview

Fulfillment Type

Type of a fulfillment, can be Delivery and Return

Quantity Remaining for Delivery

The quantity that is remaining to deliver. 

Fulfillment Quantity

The fulfillment quantity.

Fulfillment Date

The fulfillment date.

Carrier

The express company that is configured in Billing Settings > Fulfillment Settings. For more information, see Configure Fulfillment Settings.

Tracking Number

The tracking number from the express company.

State

State of a fulfillment, can be Executing, Booked, Sent To Billing, Complete, and Canceled

Billing Target Date

The date when the fulfillment is billed.

Description

A brief description of the fulfillment for reference.

Fulfillment Integration

Fulfillment System

The fulfillment system that is configured in Billing Settings > Fulfillment Settings. For more information, see Configure Fulfillment Settings.

Fulfillment Location

The fulfillment location that is configured in Billing Settings > Fulfillment Settings. For more information, see Configure Fulfillment Settings.

External ID

The ID of the fulfillment in an external system.

Item Identifier 

Item Identifier

The ID of the fulfillment item. The ID is provided by customers.

Description

The description of the fulfillment item for reference purposes.

Use the REST API

Use the Retrieve a fulfillment operation to get the details of a fulfillment. 

To view a fulfillment:

1. Determine the value of the following variable:

Variable Description
key

The id or fulfillment number of the fulfillment to retrieve.

An example id looks like "4028828c82819b74018281a69d3f0d93", and a fulfillment number looks like "F-00000001".

2. Use the "Retrieve a fulfillment" operation to view the details of the fulfillment.

Request GET /v1/fulfillments/{key}