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Rate Plan Charge Data Source

Zuora

Rate Plan Charge Data Source

Overview

Use this data source to export charges on subscriptions, representing individual streams of charges that the subscription will generate (for example, usage, recurring, one-time). Each subscription charge represents a row in the export, and this data can be combined with associated data such as Accounts, Subscriptions, and Product Catalog.

Objects Available in the Data Source

rate_plan_charge_datasource.png

Base Object Description

Descriptions for the base Zuora object.

Zuora Object Description

Rate Plan Charge

Fields on a rate plan charge. It includes the following fields. See the field description in the Rate Plan Charge object reference.

  • Accounting Code
  • Apply Discount To
  • Bill Cycle Day
  • Bill Cycle Type
  • Billing Period
  • Billing Period Alignment
  • Billing Timing
  • Charge Model
  • Charge Number
  • Charge Type
  • Charged Through Date - The date through which a customer has been billed for the charge.
  • Created By ID
  • Created Date
  • DMRC
  • DTCV
  • Description
  • Discount Level
  • Effective End Date
  • Effective Start Date
  • End Date Condition
  • ID
  • Is Last Segment
  • Is Processed - It indicates whether a charge segment has been completely billed for all its relevant billing periods. This is determined by whether the End Date of the charge is earlier than or equal to the Target Date when generating invoices.
  • List Price Base
  • MRR
  • Name
  • Number of Periods
  • Original ID
  • Overage Calculation Option
  • Overage Unused Units Credit Option
  • Price Change Option
  • Price Increase Percentage
  • Processed Through Date - The date until when charges have been processed. When billing in arrears, such as usage, this field value is the same as the ChargedThroughDate value. This date is the earliest date when a charge can be amended.
  • Quantity
  • Rating Group
  • Revenue Recognition Code
  • Revenue Recognition Rule Name
  • Revenue Recognition Trigger Condition
  • Segment
  • Specific Billing Period
  • Specific End Date
  • TCV
  • Trigger Date
  • Trigger Event
  • Unit of Measure
  • Up To Periods
  • Up To Periods Type
  • Updated By ID
  • Updated Date
  • Version
  • Weekly Bill Cycle Day

Related Object Descriptions

Object Description
Account Customer account information
Amendment The amendment that is tied to the rate plan charge, if applicable
Bill To Contact The contact of the entity/person to whom you bill for your product or service
Entity

The entity that the data relates to. Part of the Multi-entity feature. Contains the following fields:

  • Address 1
  • Address 2
  • City
  • Country
  • Created By ID
  • Created Date
  • Display Name
  • Email
  • ID
  • Name
  • Postal Code
  • State
  • Updated By ID
  • Updated Date
Sold To Contact The contact of the entity/person to whom your product or service is sold
Default Payment Method Payment method details, as a credit card, ACH or PayPal
Product Product information
Product Rate Plan Pricing plan information from the product catalog
Product Rate Plan Charge Charge information from the product catalog
Rate Plan Pricing Plan information from the Subscription
Rate Plan Charge Charge information based on the subscription
Accounts Receivable Accounting Code Accounting code for accounts receivable
Recognized Revenue Accounting Code Accounting code for recognized revenue
Deferred Revenue Accounting Code Accounting code for deferred revenue

Find Subscriptions that have a Rate Plan Charge 

You can use the Rate Plan Charge data source to find all the subscriptions or amendments that use a specific rate plan charge. 

  1. In Zuora, go to Reporting > Data Sources.
  2. In the Basic Information section, set the Data Source to Rate Plan Charge.
  3. In the Fields section, select the fields that you want to include in the report, including the Rate Plan Charge, Subscription, and Amendment fields.
  4. In the Filters section, create the filter Rate Plan Charge.ID = 'xxxxx'
    • Where 'xxxxx' is the ID of the specific rate plan charge that you want to report on.
  5. Click export to generate the report.
  6. Refresh the screen until the report's status changes to Completed.
  7. Click the name of the report to download it.