This feature is only available if you have Invoice Settlement enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memos, and Invoice Item Settlement. If you want to have access to the feature, see Invoice Settlement Enablement and Checklist Guide for more information.
Use this data source to export data about credit memo part items. Each row represents a portion of a credit memo that is associated with one line item on an invoice or debit memo.
Navigation: Reporting > Data Sources and select Credit Memo Part Item as the data source.
Data Source Detail
Base Object Description
Descriptions for the base Zuora object.
Credit Memo Part Item
The credit memo part items that are associated with invoice items and debit memo items. It includes the following fields:
Related Object Descriptions
Descriptions for related Zuora objects are listed in alphabetical order.
|Account||The account that made the payment.|
|Bill To||The Bill-To Contact of the Account.|
Credit memos that you issued to your customers to reduce invoice and account balances. It includes the following fields:
|Credit Memo Item||
Line items on credit memos. It includes the following fields:
|Credit Memo Part||
The applied and unapplied portions of the credit memo. It includes the following fields:
|Credit Memo Part Item FX Data||
Contains Home Currency and Reporting Currency information.
To enable this option, submit a request at Zuora Global Support.
|Credit Taxation Item||
Taxation records on credit memos. It includes the following fields:
Debit memos that you issued to your customers to increase the amount your customers owed you. It includes the following fields:
|Debit Memo Item||
Line items on debit memos. It includes the following fields:
|Debit Taxation Item||
Taxation records on debit memos. It includes the following fields:
|Default Payment Method||
The default payment method used to make payments.
The entity that the data relates to. Part of the Multi-entity feature. Contains the following fields:
|Invoice||The invoice to which the payment is applied.|
Represents one line item on the invoice.
Refers to the parent account associated with the customer account, if applicable.
|Sold To||The Sold-To Contact of the Account.|
|Taxation Item||Related taxation record.|