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Overview of Order to Revenue

Zuora

Overview of Order to Revenue

The Order to Revenue feature is Zuora’s end-to-end solution to enable the complete quote-to-revenue operations process, from quotes to orders, billing, payments, collections, and revenue recognition. This solution enables a single source of truth across Zuora applications.

Availability

The Order to Revenue feature is now generally available. 

Previously, only new Zuora customers and existing Zuora Billing customers had access to this feature. Zuora Billing-Revenue Integration customers can now migrate to the Order to Revenue feature. 

The Order to Revenue feature is the new solution that enables a single source of truth across Zuora applications. The previous solution, Zuora Billing - Revenue Integration, is no longer available to new Zuora customers as of October 1, 2023.

Benefits of using Order to Revenue

The Order to Revenue feature has the following benefits:

  • Unified data model
  • Standardized data mapping
  • Automated data reconciliations
  • Predictable performance
  • Simple set-up

Functions provided by Order to Revenue

The Order to Revenue feature generates transactional data as follows:

  • Booking Transaction is for tracking changes on booking items. It consolidates and reflects data creation and changes in the following objects:
    • Rate Plan Charge
    • Order Line Item
  • Billing Transaction is for tracking creations and changes on billing items. It consolidates and reflects data creation and changes in the following objects:
    • Invoice Item
    • Credit Memo Item
    • Debit Memo Item
    • Invoice Item Adjustment
  • Revenue Recognition Events Transaction is for tracking the following types of information generated when using the Delivery Pricing and Advanced Consumption Billing features:
    • Daily Delivery
    • Unbilled Usage
    • Daily Consumption
    • Dynamin Usage Charges

Expectations

The Order to Revenue feature currently does not support or has limitations on the following features or scenarios:

  • Account level discounts
  • Deleting amendments or orders
  • Fixed-amount discounts support only billing-based revenue recognition.
  • Only the original order date of the rate plan charge is supported for the booking date in Zuora Revenue.
  • Proration credit reversal
  • Terms and Conditions: changing the term to evergreen
  • Terms and Conditions: decreasing term and increasing term when billing in advance 
  • Updates to billing trigger dates
  • Un-posting and deleting invoices

Required configurations and best practices

See Required configurations and best practices for using Order to Revenue to achieve proper revenue accounting results in Zuora Revenue.