Skip to main content

Configure interface settings

Zuora

Configure interface settings

On the Interface Settings page, you can configure how to generate booking and billing transactions through the following interface settings:

You can also view the changelog for changing the preceding interface settings.

To access the Interface Settings page, click your username at the top right and navigate to Revenue > Interface Settings.

If Multi-entity is enabled on your tenant, you must configure the interface settings on the global tenant. All child entities share these interface settings with the parent tenant. 

Fixed Amount Discount Management

In this interface setting section, you can configure the following setting:

Setting  Option Is this option the default value? Generation behavior and logic 
Fixed Amount Discount Revenue Accounting Generate in billing trx Yes
  • Booking transactions are not generated for fixed amount discount charges.
  • Billing transactions are generated for fixed amount discount charges as standalone transactions.

Percentage Discount Management

In this interface setting section, you can configure the following settings:

Settings Options Is this option the default value? Generation behavior and logic
Duration Align with apply to charge date Yes

When generating transactions, map the apply to charge's start and end dates to the revenue start and end dates for percentage discounts.

Use actual discount date No
  • Booking transactions are generated with actual discount start and end dates.
  • When generating transactions, map the discount charge's start and end dates to the revenue start and end dates for percentage discounts.
Accounting Codes Align with discount charge No When generating transactions, map the discount charge's six accounting codes to the revenue's six accounting codes for percentage discounts.
Align with apply to charge Yes When generating transactions, map the apply to charge's six accounting codes to the revenue's six accounting codes for percentage discounts.

Pending Subscription

In this interface setting section, you can configure the following settings:

Setting Option Is this option the default value? Generation behavior and logic
Booking transaction object generation for pending subscription Generate all charges No

For a pending subscription, booking transactions are generated for the charges with start dates and those without start dates. For the charges without start dates, null values are set on the date, charge contract value (CCV), and extended list price (ELP) fields of the booking transaction.

Generate active charges No Booking transactions are generated for only active charges under the pending subscription.
Do not generate Yes Booking transactions are not generated for pending subscriptions.

View changelog

To view changelog for changing the interface settings, navigate to the Change Log section.