View details of fulfillments

Last updated
Save as PDF

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

You can use one of the following methods to view details of a fulfillment:

Use the Zuora UI.
Use the Retrieve a fulfillment operation.

View details of a fulfillment using the Zuora UI

To view the fulfillment details, complete the following steps:

Navigate to Customers > Orders. The Orders page opens and lists the orders in your tenant.
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.
Open the order details page by clicking the order number in blue in the ORDER column.
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.
You can view a summary of all fulfillments on the order line item, or view the details of a specific fulfillment.
- To view a summary of all fulfillments on the order line item, see Summary of all fulfillments on the order line item.
- To view the details of a specific fulfillment, click the fulfillment number in blue, for example, F-00000100, in the Number column of the Fulfillment and Billing Document Details table to view details, see Details of a 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.
Item Identifier	Description	The description of the fulfillment item for reference purposes.

View details of a fulfillment using 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}`