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View details of subscriptions through the reinvented UI

Zuora

View details of subscriptions through the reinvented UI

The information in this article only applies to users who want to access the subscription details page through the reinvented UI.

Prerequisites

Before viewing the details of a subscription, you need to perform the following steps:

  1. Enable the new UI experience to enable the reinvented UI
  2. Navigate to Customers > Subscriptions

The Subscriptions page lists all versions of subscriptions with the following information.

Field Description
Subscription Number

Displays the unique identifier for the subscription. It is also referred to as the subscription code. For example,A-S00000080.

Customer Name

Displays the name of the customer account (also referred to as a billing account) that subscribes to your products or services.

CMRR Displays the Subscription-level CMRR
Current Term Displays the length of the period for the current subscription term. 
Renewal Term

Displays the length of the periods your subscription will renew after the current term ends.

Contract Effective Date

Displays the date on which your subscription, or contract, is effective.

Version Displays the subscription version that indicates the creation of the subscription or a change to the subscription. The change can be made through an amendment or an order action for the subscription. 
Status

The statuses for subscriptions displayed here can be Draft,Pending, Activation,Pending ,Acceptance,Active,Expired,Cancelled, or Suspended.

Sort subscriptions

On the Subscriptions page, you can sort the subscriptions by the Subscription Number or Contract Effective Date column.

To sort the subscriptions,  click the up arrow icon up-arrow.png or down arrow icon down-arrow.png next to either of these two columns.

View details of a single subscription on the subscription details page

To view details of a single subscription, perform the following steps:

  1. On the Subscriptions page, search for or filter the subscription 
  2. Click the Subscription Number of the subscription to open the subscription details page

On the top of the subscription details page, you can perform one of the following tasks:

  • Click the status history icon status history list.png to expand a subscription status history list to view the status change of the subscription. The following statuses of a subscription can be displayed in the list:  Draft, Pending Activation, Pending Acceptance, Active, Active (OUT OF TERM), ExpiredCancelled(if the cancelation date is a future date, the date displays after this status), or Suspended. The Active (OUT OF TERM) status indicates that the subscription end date is before today.
  • Click the version history icon version history list.png to expand a subscription version history list to view the version change of the subscription. You can also perform the following tasks from the subscription version history list:
    • Switch to another version by clicking that version
    • Click VIEW CHANGE HISTORY, and then the system takes you down to the Subscription Change History section where you can view more subscription change details.

Monitor subscription lifecycle and MRR trending

This feature is only available in Sandbox environments. 

On the top of the subscription details page, you can click the subscription Lifecycle link icon-lifecycle-link.png to open the Subscription Lifecycle & MRR Trending dashboard to view relevant data.

On the dashboard, you can filter the data using the following filters:

  • Rate Plans/Charge: Select a rate plan and rate plan charge in the subscription.
  • Show Events: Select events to be presented. For example, select the Invoices checkbox.
  • Date Range: Select one of the following date ranges to display data during that range:
    • Full Lifecycle
    • Current Term (default option)
    • Custom: specify start and end dates with corresponding calendars

In the graph section, click on the following icons to view relevant details:

The graph data are fetched asynchronously with a slight delay. If you haven’t seen the latest subscription changes on the graph, please open this page again later.

  • If you selected the Invoices checkbox, click on the invoice icons in the posted icon-invoice-posted.png, draft icon-invoice-draft.png, or preview icon-invoice-preview.png status to view invoice details.
  • Click the order action icons icon-order-action-indicator.png  to view order action details.
  • Click the MRR data icons MRR icon.png  below the order action icons to view the MRR data on the order action dates, and click other MRR data icons icon-mrr-data-solid-circle.png  to view the MRR data on the first day of each month. The MRR data is calculated based on the aggregated charge metrics of one-time and recurring charges, not including the usage and discount charges.

Slide the bars at both sides on the bottom graph to zoom in and out of the graph above.

Functional sections

The subscription details page is classified into the following functional sections: 

 Note: If you want to edit the preceding sections, you need to have the following permissions:

  • Platform role: UI Access
  • Billing role: Manage Subscriptions/Amendments

For more information, see Platform roles and Billing Roles.

CMRR, TCV, Today's MRR, and Ending MRR metrics sections

You can click the question mark icon icon-question.png next to CMRRTCV, TODAY'S MRR, and ENDING MRR sections to view the summary and learn more details.

The TCV and Ending MRR sections are not displayed for the evergreen subscriptions.

Basic information section

This section includes the following information.

Field group Field and description
Owners
  • Customer Account: Displays the account name and account number for the customer account. 
  • Invoice Owner: Displays the account name and account number for the invoice owner. 
Terms&Conditions

Term Setting: Displays whether the subscription is a termed subscription or evergreen subscription. If the subscription is a termed subscription, you can click View Term History to display and view subscription creation and renewal history.

The following fields are only available to a termed subscription:

  • Subscription Start/End Date: Displays the subscription start/end date.
  • Current Term: Displays the length of the period for the current subscription term. 
  • Term Start/End Date: Displays the term start/end date of the current term.
  • Renewal Settings and Renewal Term: The Renewal Settings field displays whether the subscription is renewed with a specific term or renewed to evergreen
  • Auto Renew: Displays whether auto-renewal of subscription is enabled or not.

Quotes

The following fields are used in the Zuora Reporting Data Sources to report on Subscription metrics. If the subscription is originated from Zuora Quotes, the following values are populated with the values from Zuora Quotes.

  • Quote Number: Displays the unique identifier of the Quote.
  • Quote Type: Displays the Quote type that represents the subscription lifecycle stage, such as New, Amendment, Renew, or Cancel.
  • Quote Business Type: Displays the specific identifier for the type of business transaction the Quote represents, such as New, Upsell, Downsell, Renewal, or Churn.
  • Opportunity Name: Displays the unique identifier of the Opportunity.
  • Opportunity Close Date: Displays the closing date of the Opportunity.
Others

In this section, you can click the edit icon icon-edit-gray.pngto edit fields belonging to the Quotes and Others field groups.

Additional information section

This section includes custom fields for the subscription. The custom fields display in alphabetical and numerical order, and the picklist values of a custom field display in the same order as the custom field configuration. For more information, see Manage Custom Fields.

 You need to click the down arrow  icon-expand-list.png  at the top right to expand a table to view all custom fields. 

In this section, you can click the edit icon icon-edit-gray.pngto edit all fields belonging to the Custom Fields field group.

Subscription change history section

This section includes subscription creation and amendment information. The section lists a maximum of 80 versions of subscriptions. 

 You need to click the down arrow icon  icon-expand-list.png  at the top right to expand the history list and view the charge history. 

The following table lists the details of the subscription change history.

Field Description
Version Displays the subscription version that indicates the creation of the subscription or a change to the subscription. The change can be made through an amendment or an order action for the subscription. 
Amendment Number or Order Number Displays the amendment or order number.
Amendment Type or Order Action Displays the amendment type or order action
Details/Order Details Displays the amendment details or order details. For example, this field may display as Added Rate Plan: Rate Plan 1 .
Created By Displays the account of the person who creates the version of the subscription.
Created On Displays the date on which the version of the subscription is created. 
Booking Date/Order Date
  • Booking date: Booking date is the business’ contract effective date or order effective date in Zuora. For more information, see Order, subscription and amendment dates.
  • Order Date: Displays the date when the order is signed in our system, from another system, or off-line. 
Contract Effective Displays the contract effective date.
Service Activation Displays the service activation date.
Customer Acceptance Displays the customer acceptance date.


You can search for a version of the subscription in the search box next to the search icon icon-search.png.

Other Related Orders

The section lists associated orders in scheduled, executing, failed, pending, and draft statuses. You can click each status tab to view more details.

Included products section

In this section, you can select one of the following options in the VIEW BY drop-down list to view information about a product:

  • View by product (default): This view displays the last segment of each rate plan charge grouped by product.
  • View by trigger condition: Viewing your charges by triggering condition is helpful if, for example, you have a setup fee that is triggered immediately on the contract effective date as well as a recurring fee that is triggered off of the service activation date. See Triggering Conditions for more information. 

If product rate plans are subscribed, Zuora displays product information in the Other Products section.

The table below lists fields and descriptions for products.

Field Description
Product

Product name.

Rate Plan

Name of the rate plan in the product.

Charge Name

Displays the name of the charge. You can click the view history icon icon-view-history.png  to view the charge history. Under the charge name, you can also click the View Unbilled Usage link to see more details. For more information, see Unbilled Usage.

Description

Displays the description of the charge.

Type

Displays the charge type. The charge type can be one-time, recurring, or usage-based charge.

Model

Displays the charge model

UOM (Customize Units of Measure)

Displays the units to measure usage. Units of measure are configured in the web-based UI. Your values depend on your configuration in Z-Billing > Settings > Customize Unit of Measures. For more information, see Customize Units of Measures.

Unit Price

Displays the unit price for the charge.

Qty

Displays the quantity for the charge. 

The value is always 1 for the Delivery Pricing charges. If all charges under a rate plan are the Delivery Pricing charges, this field is not available.

Total

Displays the total charge.

Revenue (Only displays for the view by product option)

Displays the charge revenue summary, for example, CRS-00000056. If  unavailable displays, you can click the question mark icon  icon-question and answer.png  next to unavailableto view the reasons. 

Effective Period (Only displays for the view by product option) Displays the effective period for the charge. 

You can also perform the following tasks:

  • Switch the SHOW REMOVED toggle to the right to display the removed products. The function is disabled by default.
  • You can search for a product or a charge in the search box next to the search icon icon-search.png.

View charge details

To view charge details, you can click the down arrow icon-expand-list.png before the charge name to expand a table that lists all charge details. 

The table lists the following charge details. For different charge models, the charge details are different. 

Field group Field and description
Name
  • Charge Number: Displays the unique identifier for the charge. For example, C-00000001.

  • Charge Name: Displays the name of the charge.
  • Description: Displays the description of the charge.
  • Accounting code: Displays the accounting code.
  • Charge Definition: Displays the charge definition number and link. This field is only available if the Attribute-based Pricing feature is enabled.
Charge Amount
  • Charge Model: Displays the charge model.
  • Price: Displays the charge price. For the Overage Pricing charges, the Overage Price field displays instead.
  • Quantity: Displays the quantity for the charge. The total price is obtained by multiplying this quantity by the price. For the Delivery Pricing charges, the Number Of Deliveries field displays instead.
  • UOM: Displays the Customize Units of Measure. For the Delivery Pricing charges, the Delivery Frequency field displays instead.
  • Total: Displays the total charge.
  • List Price Base: Displays the specific period in which the price is used.
Timing & Frequency Of Charge
Finance
  • Revenue Recognition Rule: Displays the revenue recognition rule.
  • Revenue Recognition Code: Displays the revenue recognition code
  • Revenue Recognition Trigger: Displays the revenue recognition trigger.
  • Exclude Item Booking from Revenue: Displays whether non-revenue related rate plan charges and order line items are excluded from syncing to Revenue.
  • Exclude Item Billing from Revenue: Displays whether non-revenue related invoice items, invoice item adjustments, credit memo items, and debit memo items are excluded from syncing to Revenue.
Price Change On Subscription Renewal

Price Change to Apply:  Displays how the charge price is changed when renewal. For more information, see Automated Price Change (Uplift) for Renewed

Prepayment Balance section

This section is only available if the Prepaid with Drawdown feature is enabled. For more information, see Track prepaid balance.

Associated events section

This section includes subscription-associated events, including invoices, credit memos, debit memos, and order line items. 

You can click either the Invoices, Credit Memos, Debit Memos, or Order Line Items tab to display the selected type of events. The number next to the event type name indicates the number of available events.

You can click the up arrow icon up-arrow.png or down arrow icon down-arrow.png next to any of the columns to sort the event information by the values of the column. For example, you can click the down arrow next to the Invoice Number to sort the invoices in descending order of the invoice numbers. 

Each invoice includes the following information:

Field Description
Invoice Number Displays the unique identifier for the invoice. For example, INV00000001.
Invoice Date Displays the invoice date
Due Date Displays the invoice due date.
Total Amount Displays the total amount of the invoice.
Balance Displays the invoice balance. 
Status Displays whether the invoice is in a draft, posted, or canceled status.

Each credit memo includes the following information:

Field Description
Credit Number Displays the unique identifier for the credit memo. For example, CM00000001.
Invoice Displays the invoice number to which the credit memo applies. 
Amount Displays the credit amount for the invoice.
Unapplied Amount Displays the unapplied payment amount
Transaction Date Displays the transaction date
Status Displays the status of the credit memo. The available status is draft, generating, error, posted, canceled, cancel in progress, or pending for tax.

Each debit memo includes the following information:

Field Description
Debit Number Displays the unique identifier for the debit memo. For example, DM00000007.
Invoice Displays the invoice number to which the debit memo applies.
Amount Displays the debit amount for the invoice.
Balance Displays the debit memo balance
Transaction Date Displays the transaction date
Status Displays the status of the debit memo. The available status is draft, generating, error, posted, canceled, cancel in progress, or pending for tax.

Each order line item includes the following information.

The Order Line Items feature is now generally available. You need to enable the Orders or Orders Harmonization feature to access the Order Line Items feature. 

Field Description
Order Line Item Displays the name of the order line item.
Order Displays the order number containing the order line item.
Line Category Displays whether the category of the order line item is Sales or Return.
Item state Displays item state. The possible value is ExecutingBooked Sent To BillingComplete or Canceled.
Quantity Displays the quantity of the items to be purchased or returned depending on whether the Line Category is Sales or Return.
Amount Displays the charge amount calculated by multiplying the Quantity and Amount Per Unit values of the order line item.

Automation History section

This section retains temporary information lasting 90 days for some automation flows in the production environment but 45 days in the sandbox environment. 

Currently, you can view history of automation flows triggered through the Cancel drop-down button on the reinvented subscription details page.

The following table lists summary information about the automation flows:

Field Description
Automation Name The name of the automation flow. You can click the down arrow to expand the automation details and view the details of each automation flow. See the next table.
Status Indicates whether the automation flow is succeeded or failed.
Created On The date when the flow is triggered.

The following table lists information about detailed information for each automation flow:

Field Description
Processed Events

Displays the processed events by the automation task.

  • Processed Event: The clickable event link for viewing the event details, for example, the credit memo number link.
  • Event Type: Different automation task has different event types. For the Cancel subscription & Write-off automation flow, the type can be Credit Memo, Invoice, or Order.
  • Created On: The date when the event is created.
Errors

Displays the errors for the automation flow.

  • Task Id: The Task Id of the flow.
  • Status: The value is error.
  • Error Code: The reason for the error.

Attachments section

This section includes the attachments uploaded for the subscription. 

In this section, you can search for an attachment in the search box next to the search icon icon-search.png, and click + New Attachment to open a window to upload an attachment.

To upload an attachment, you can do one of the following:

  • Drag and drop the attachment in the window
  • Use the "click" link in blue to specify the directory of the attachment, then click Open

You can also perform one of the following in the Actions column for each attachment:

  • Click the edit icon  icon-edit-gray.png to edit the title and description, and then click the accept icon  icon-accept.png  to accept the change or click the reject icon  icon-reject.png to reject the change
  • Click the download icon  icon-download.png to download the attachment
  • Click the delete icon icon-delete-hollow.png to delete the attachment

Other tasks you can perform on the subscription details page

You can perform other tasks on the subscription details page:

  • Click the feedback icon icon-feedback.png  next to the version history icon version history list.png to provide your feedback to the reinvented subscription details page.
  • You can click one of the action buttons in the top-right corner (for example, the Preview button), or click the more options icon  icon-more-options.png  and then select one action to perform an action for the subscription.