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Fields for Zuora billing objects

Zuora

Fields for Zuora billing objects

Fields for Zuora Billing-Revenue integration

The following fields areavailable in Zuora Billing - Revenue Integration to exclude non-revenue related data from syncing to Zuora Revenue:

  • excludeItemBookingFromRevenueAccounting: a Boolean value. Setting this field to True excludes non-revenue related rate plan charges and order line items. The default value of this field is False.
  • excludeItemBillingFromRevenueAccounting: a Boolean value. Setting this field to True excludes non-revenue related invoice items, invoice item adjustments, credit memo items, and debit memo items. The default value of this field is False.

The new fields are available on the following objects:

  • Product Rate Plan Charge
  • Rate Plan Charge
  • Order Line Item

The excludeItemBillingFromRevenueAccounting field is also available on the following objects:

  • Invoice Item
  • Invoice Item Adjustment
  • Credit Memo Item
  • Debit Memo Item

The Zuora UI, API, data source, data query, and AQuA have been enhanced to support these fields:

Object Field Supported operations Access approaches

Product Rate Plan Charge

  • excludeItemBookingFromRevenueAccounting
  • excludeItemBillingFromRevenueAccounting
  • Creating a product rate plan charge
  • Updating a product rate plan charge
  • Zuora UI
  • API
  • Product Rate Plan Charge data source

Rate Plan Charge

  • excludeItemBookingFromRevenueAccounting
  • excludeItemBillingFromRevenueAccounting
  • Creating a new subscription
  • Adding a new product to an existing subscription
  • Zuora UI
  • API
  • Rate Plan Charge data source

Order Line Item

  • excludeItemBookingFromRevenueAccounting
  • excludeItemBillingFromRevenueAccounting
  • Creating a new order line item
  • Zuora UI
  • API
  • Order Line Item data source
  • Data Query

Credit Memo Item

excludeItemBillingFromRevenueAccounting

  • Creating a credit memo from a product rate plan charge
  • Creating a credit memo from an invoice
  • Updating a credit memo item
  • Retrieving a credit memo item
  • Listing credit memo items
  • Reversing a credit memo
  • API
  • Credit Memo Item data source
  • Data Query

Debit Memo Item

excludeItemBillingFromRevenueAccounting

  • Creating a debit memo from a product rate plan charge
  • Creating a debit memo from an invoice
  • Updating a debit memo item
  • Retrieving a debit memo item
  • Listing debit memo items
  • API
  • Debit Memo Item data source
  • Data Query

Invoice Item

excludeItemBillingFromRevenueAccounting

  • Creating a standalone invoice
  • Creating standalone invoices
  • Updating an invoice item
  • Updating an invoice
  • Updating invoices
  • Writing off an invoice
  • Reversing an invoice
  • Retrieving an invoice
  • API
  • Invoice Item data source
  • Data Query

Invoice Item Adjustment

excludeItemBillingFromRevenueAccounting

  • Creating an invoice item adjustment
  • Updating an invoice item adjustment
  • Retrieving an invoice item adjustment
  • Zuora UI
  • API
  • Invoice Item Adjustment data source
  • AQuA

For a summary of REST API updates specific to this feature, see the "Zuora Billing - Revenue Integration" section in 2022 API Changelog (2022-03-24) and API Reference: Billing