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Knowledge Center > Finance > Finance Settings > Configure Segments > Fields Supported by Segments

Fields Supported by Segments

This reference article lists the fields that you can associate with segments in Zuora.

Custom Fields

Any custom fields that you have created for a supported object will appear in the Field drop-down menu for that object on the Finance Settings > Configure Segments page in Zuora. For information about custom fields, see:

Custom fields must be enabled on your tenant before you can use them. Contact Zuora Global Support if you would like to use custom fields.

Supported Fields

The following table provides a list of fields that can be associated segments and shows which of the objects support custom fields.

Zuora Object Custom Fields Allowed Field

Customer objects

Account File:Z_Media/checkmarkGreen_xsm.png AccountNumber
AutoPay
Batch
BillCycleDay
CustomerServiceRepName
PaymentGateway
InvoiceDeliveryPrefsEmail
InvoiceDeliveryPrefsPrint
Name
PaymentTerm
Status
SalesRepName
TaxExemptStatus
Bill To Contact File:Z_Media/checkmarkGreen_xsm.png City
Country
County
State
TaxRegion
Sold To Contact File:Z_Media/checkmarkGreen_xsm.png City
Country
County
State
TaxRegion
Default Payment Method File:Z_Media/xmark.png Payment Method Type
Credit Card Type
Parent Account File:Z_Media/checkmarkGreen_xsm.png AccountNumber
AutoPay
Batch
BillCycleDay
CustomerServiceRepName
PaymentGateway
InvoiceDeliveryPrefsEmail
InvoiceDeliveryPrefsPrint
Name
PaymentTerm
Status
SalesRepName
TaxExemptStatus

Product objects

Product File:Z_Media/checkmarkGreen_xsm.png Name
SKU
Product Rate Plan File:Z_Media/checkmarkGreen_xsm.png Name
Product Rate Plan Charge File:Z_Media/checkmarkGreen_xsm.png BillingPeriod
ChargeModel
ChargeType
Name
RevenueRecognitionRuleName
Taxable
TaxCode
TaxMode

Subscription objects

Subscription File:Z_Media/checkmarkGreen_xsm.png AutoRenew
Status
TermType
Subscription Rate Plan File:Z_Media/checkmarkGreen_xsm.png Name
Subscription Rate Plan Charge File:Z_Media/checkmarkGreen_xsm.png BillingPeriod
RevenueRecognitionRuleName

Transaction objects

Invoice File:Z_Media/checkmarkGreen_xsm.png Invoice Date
Due Date
Invoice Item File:Z_Media/checkmarkGreen_xsm.png Processing Type
Taxation Item File:Z_Media/xmark.png Tax Date
Tax Name
Jurisdiction
Location Code
Invoice Item Adjustment File:Z_Media/checkmarkGreen_xsm.png Adjustment Date
Adjustment Type
Reference ID
Reason Code

Invoice Adjustment

Note: Invoice Adjustment is deprecated on Production. Zuora recommends that you use the Invoice Item Adjustment instead.

File:Z_Media/checkmarkGreen_xsm.png Adjustment Date
Adjustment Type
Reference ID
Reason Code
Payment File:Z_Media/checkmarkGreen_xsm.png Effective Date
Reference ID
Gateway
Refund File:Z_Media/checkmarkGreen_xsm.png Refund Date
Reference ID
Reason Code
Gateway
Refund Method Type
Payment Method File:Z_Media/xmark.png Payment Method Type
Credit Card Type
Credit Balance Adjustment File:Z_Media/checkmarkGreen_xsm.png Adjustment Date
Reference ID
Reason Code
Revenue Schedule File:Z_Media/checkmarkGreen_xsm.png Revenue Schedule Date
Recognition Rule Name
Revenue Event File:Z_Media/checkmarkGreen_xsm.png Only custom fields on this object can be associated with segments.
Revenue Event Item File:Z_Media/checkmarkGreen_xsm.png Only custom fields on this object can be associated with segments.
Revenue Event Type File:Z_Media/xmark.png Label
System ID

The following fields are only available if you enable the Advanced AR Settlement feature.

The Advanced AR Settlement feature is in Limited Availability. This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you wish to have access to the feature, submit a request at Zuora Global Support

Credit Memo File:Z_Media/checkmarkGreen_xsm.png MemoDate
Credit Memo Item File:Z_Media/checkmarkGreen_xsm.png ProcessingType

Credit Memo Item Tax


 
 
 
File:Z_Media/xmark.png
 
 
 
Tax Date
Tax Name
Jurisdiction
Location Code
Debit Memo
 
File:Z_Media/checkmarkGreen_xsm.png
 
DueDate
MemoDate
Debit Memo Item File:Z_Media/checkmarkGreen_xsm.png ProcessingType
Debit Memo Item Tax
 
 
 
File:Z_Media/xmark.png
 
 
 
Tax Date
Tax Name
Jurisdiction
Location Code
Last modified
01:21, 10 May 2017

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