By default, Zuora applies the rounding increment against every invoice item. Using these rules, every invoice and taxation item will be rounded separately. The invoice-level rounding feature allows you to apply the rounding increment once, at the invoice total level, instead of against each invoice item. For example, using this feature, invoice and taxation items can be rounded to the nearest one cent, but only the final invoice total will be rounded to the nearest five cents.
When using this feature, each individual invoice item and tax item will be rounded to nearest one cent. However, you can configure how Zuora will round the total value of the invoice.
For example, you can configure Zuora to round the invoice total up to the nearest 5 cents:
0.01). If you change this value, Zuora displays the option to apply the rounding increment only to the invoice total.
When using this feature, Zuora performs the following actions in generating an invoice:
The Rounding Amount appears as the last item in an invoice. It is generated as required, and is not tied to any subscription rate plan charge or product rate plan charge in Zuora.
As part of the invoice rounding feature, we have added a new value for
ProcessingType of the InvoiceItem object. The value
4 represents a rounding object item.
If you want to use the Zuora API to query the rounding amount, you can use this value to query the invoice item (
ProcessingType = '4').
ChargeName for the rounding item is hard-coded to
Rounding Amount, you can also query the rounding amount by
ChargeName = 'Rounding Amount' or
ChargeName like 'Rounding%'.
<soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/" xmlns:api="http://api.zuora.com/"> <soapenv:Header> <api:SessionHeader> <api:session> yE82OEz2ZC8RKgBl4T_CBK-2wgFO2tkPV1KjCHbYdEquVr9NcGN_WZag8JGaHT-WINNVqfNrl9QCwwCEH3IYXscjW9UM-YRQi_IjFoky7RYiP-3FI8imkSWlao-YKE33VWNlfHh8w92nIbkMqcI0UTKGaly3O23QIhZHieOLuFCUxITa7c15LXi_p7ytC1Lb </api:session> </api:SessionHeader> </soapenv:Header> <soapenv:Body> <api:query> <api:queryString> SELECT ChargeName, ChargeAmount FROM InvoiceItem </api:queryString> </api:query> </soapenv:Body> </soapenv:Envelope>
The following values are stored for all invoice item fields associated with a rounding amount:
|ChargeAmount||The amount required to achieve the rounding increment.|
|ChargeDate||The date that your invoice is generated|
|InvoiceId||Auto-generated to connect it to the correct invoice.|
|RevRecCode, RevRecStartDate, RevRecTriggerCondition||No value|
|ServiceStartDate||Set to the invoice date|
|ServiceEndDate||Set to the invoice date|
|UnitPrice||The amount required to achieve the rounding increment.|
The following limitations apply to the invoice rounding feature:
Processing Typeequal to