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Configure Segments

Zuora

Configure Segments

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What are Segments?

See Finance Roles for more information about the user permissions required to use segments.

A segment is an association with a field on a Zuora object. You can configure segments that correspond to how you segment your business; for example, you might configure segments in Zuora that correspond to your product lines, subsidiaries, or customers.

After you have configured segments, data for these segments is automatically included in the following financial reports that you can export from Zuora:

Add segments to your GL Segmentation Rule to determine how your transactions are segmented into Summary Journal Entries when you perform a journal run.

The maximum number of segments you can configure depends on your Zuora edition. If you are using the Enterprise or the Nine edition, you can have up to 15 active segments. Note that you can create up to 10 active segments for each transaction type.

Configuring Segments

To configure segments, click your username at the top right and navigate to Settings > Finance > Configure Segments.

You can:

  • Create segments 
  • Edit segments
  • Delete segments

Create Segments

  1. Click add new segment.
  2. Define the segment. All fields are required. The following table describes the fields.
    Field Description
    Segment Name

    The segment name must be unique. The segment name appears in summary journal entries.

    If the segment is used in a journal run, the segment name appears as a field available for export on the Journal Entry object in the Journal Entry Item data source.

    Character limit: 100
    System ID

    Enter a system ID or use the system ID that is automatically generated when you enter a segment name. The system ID must be unique.

    If the segment is used in a journal run, the system ID becomes a field that you can query through the Journal Entry Item data source using Export ZOQL.

    Character limit: 100
    Object Select an object from the drop-down menu.
    Field The Field drop-down populates with fields associated with the object you selected in the Object field. Any custom fields that you have created on that object will also appear.

    For more information about supported objects and fields, see Fields Supported by Segments.

  1. Click save.

Edit Segments

You cannot edit a segment if it is used in an active GL segmentation rule.

To edit a segment:

  1. Click Edit in the Actions column to the right of the segment you want to edit.
  2. Make any changes to the fields of the segment.
  3. Click save.

Delete Segments

You cannot delete a segment if it is used in an active GL segmentation rule.

To delete a segment, click Remove in the Actions column to the right of the segment.

Additional Configurations

The Additional Configurations described below let you control the values that segments take in summary journal entries, the Revenue Detail Report, and Accounts Receivable Detail Report.

Discount Segment Value

You can set discount segment values to one of the following configurations:

  • Always use the segment values from the Discount objects
  • Always use the segment values from the objects that are discounted against
  • Determine the segment values based on the discount flag in the Product Catalog

The configurations are described below.

Always use the segment values from the Discount objects

Discounts always use their own segment values.

This configuration overrides the Use discount specific accounting codes, rule and segment to manage revenue setting of individual discount charges in the Product Catalog. See Manage Discount Charges for more information.

Always use the segment values from the objects that are discounted against

Discounts always use the same segment values as the objects that are being discounted. This configuration can be useful if you want to segment your discounts along the same dimensions as your revenue, while also mapping discounts and revenue to different accounting codes.

This configuration overrides the Use discount specific accounting codes, rule and segment to manage revenue setting of individual discount charges in the Product Catalog.

Determine the segment values based on the discount flag in the Product Catalog

Whether or not each discount uses its own segment values is determined by the Use discount specific accounting codes, rule and segment to manage revenue setting configured for that discount in the Product Catalog.

  • If the setting in the Product Catalog is selected, the discount uses its own segment values.
  • If the setting in the Product Catalog is not selected, the discount uses the segment values from the charges that it is being applied against.

Invoice owner segment value

This setting is useful if you configure different customer account owners for subscriptions and invoices. You can control whether Invoice Items, Invoice Item Adjustments, Taxation Items, and Taxation Item Adjustments use segment values from the customer account of the invoice owner or the subscription owner.

The default configuration is use segment values of invoice owner.

Revenue owner segment value

This setting is useful if you configure different customer account owners for subscriptions and invoices. You can control whether Revenue Event Items and Revenue Schedules use segment values from the customer account of the invoice owner or the subscription owner.

The default configuration is use segment values of invoice owner.