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Preview billing for a standalone order

Zuora

Preview billing for a standalone order

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This tutorial demonstrates how to preview billing for a standalone order.

To preview a standalone order, define the charges that you are to subscribe to and preview billing through the Preview an order operation, as follows:

  1. Determine the values of the following fields:

    Variable Description
    isFromExternalCatalog

    To preview a standalone order, you must specify the isFromExternalCatalogfield to true. 
    ratePlanName Specify a rate plan name for the charge you define in the standalone order; for example, RPN-001.
    chargeName Specify a charge name for the charge you define in the standalone order; for example, standalone charge.
    chargeType Specify the charge type for the charge you define in the standalone order; for example, Recurring.
    chargeModel Specify the charge model for the charge you define in the standalone order; for example, PerUnit.
    listPrice Specify the actual sale price for the charge you define in the standalone order; for example, 100. 
    originalListPrice Specify the extended list price (ELP) for the charge you define in the standalone order; for example, 1000. 
    uom Specify the unit of measure (UOM) for the charge you define in the standalone order; for example, Each.
    taxCode

    Specify the tax code for the charge you define in the standalone order; for example, Z-Tax. You need to use the taxCode field together with the taxMode field.

    If you are to apply no tax to the charge that you define in the standalone order, skip using the taxCode and taxMode fields.
    taxMode

    Specify the tax mode for the charge you define in the standalone order; for example, TaxExclusive. You need to use the taxMode field together with the taxCode field.

    If you are to apply no tax to the charge that you define in the standalone order, skip using the taxCode and taxMode fields.

  2. Ensure you define the default accounting codes for charges that you specify through a standalone order in Finance settings > Manage Non-Subscription Items and Standalone Order of the Zuora Billing UI.

    Alternatively, you can directly specify the accounting codes through the relevant fields in a standalone order, such as accountReceivableAccountingCode and adjustmentLiabilityAccountingCode. For more information about the accounting code fields for charges in a standalone order, see the API Reference of the "Preview an order" operation.

  3. Specify the preview option fields as necessary, such as previewThruType and previewTypes. For more information about the preview option fields, see the API Reference of the "Preview an order" operation.

  4. Use the "Preview an order" operation to preview billing for a standalone order under an existing account:

    Request POST /v1/orders/preview
    Request Body 
    {
  "orderDate": "2024-01-01",
  "existingAccountNumber": "a00001",
  "subscriptions": [
    {
      "orderActions": [
        {
          "createSubscription": {
            "subscribeToProducts": [
              {
                "isFromExternalCatalog": true,
                "ratePlanName": "standalone rateplan demo",
                "chargeOverrides": [
                  {
                    "chargeNumber": "standalone charge demo10",
                    "name": "standalone charge",
                    "productRatePlanChargeNumber": "standalone prpc",
                    "pobPolicy": "Placeholder",
                    "productCategory": "standalone",
                    "productClass": "classA",
                    "productFamily": "Placeholder",
                    "productLine": "line",
                    "chargeType": "Recurring",
                    "chargeModel": "PerUnit",
                    "accountReceivableAccountingCode": "arac",
                    "adjustmentLiabilityAccountingCode": "alac",
                    "adjustmentRevenueAccountingCode": "arac",
                    "contractAssetAccountingCode": "cac",
                    "contractLiabilityAccountingCode": "clac",
                    "contractRecognizedRevenueAccountingCode": "crrac",
                    "deferredRevenueAccountingCode": "drac",
                    "recognizedRevenueAccountingCode": "rrac",
                    "unBilledReceivablesAccountingCode": "urac",
                    "taxCode": "taxCode",
                    "taxMode": "TaxExclusive",
                    "startDate": {
                      "specificTriggerDate": "2024-01-01",
                      "triggerEvent": "SpecificDate"
                    },
                    "endDate": {
                      "endDateCondition": "Subscription_End"
                    },
                    "pricing": {
                      "recurringPerUnit": {
                        "listPrice": 100,
                        "originalListPrice": 2000,
                        "listPriceBase": "Per_Billing_Period",
                        "quantity": 10,
                        "uom": "Each"
                      }
                    },
                    "billing": {
                      "billCycleType": "DefaultFromCustomer",
                      "billingPeriod": "Month",
                      "billingPeriodAlignment": "AlignToCharge",
                      "billingTiming": "IN_ADVANCE"
                    }
                  }
                ]
              }
            ],
            "terms": {
              "initialTerm": {
                "period": 12,
                "periodType": "Month",
                "termType": "TERMED",
                "startDate": "2024-01-01"
              },
              "renewalSetting": "RENEW_WITH_SPECIFIC_TERM",
              "renewalTerms": [
                {
                  "period": 12,
                  "periodType": "Month"
                }
              ],
              "autoRenew": false
            }
          },
          "type": "CreateSubscription",
          "triggerDates": [
            {
              "name": "ContractEffective",
              "triggerDate": "2024-01-01"
            },
            {
              "name": "ServiceActivation",
              "triggerDate": "2024-01-01"
            },
            {
              "name": "CustomerAcceptance",
              "triggerDate": "2024-01-01"
            }
          ]
        }
      ]
    }
  ],
  "previewOptions": {
    "previewThruType": "SpecificDate",
    "specificPreviewThruDate": "2024-03-01",
    "previewTypes": [
      "BillingDocs",
      "OrderDeltaMetrics",
      "ChargeMetrics",
      "OrderMetrics"
    ]
  }
}