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Prepare Zuora Revenue

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Prepare Zuora Revenue

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Preparing Zuora Revenue for the SAP GL (Revenue) connector involves the following tasks:

Configuring Profiles

Configure the following profiles in Zuora Revenue:

Profiles  Description/steps
WEB_SERVICE_ENABLED Enables Zuora Revenue to update the status of the Transfer Accounting Batch from READY TO TRANSFER state to TRANSFERRED state. 

This profile is required for the connector to work to post Revenue accounting journal entries into NetSuite GL

Complete the following steps to enable this profile:

  • Type TRANSFER in the Profile Category field.
  • Type WEB_SERVICE_ENABLED in the Profile Name field.
  • Select System in the Profile Level drop-down field. 
  • Toggle the System Level Value radio button to Yes.
  •  Select Checkbox in the Profile Type drop-down field
ENABLE_ZR_CONNECTORS Enabling the Integration Hub Marketplace in the Zuora Revenue Navigation Menu UI allows you to run the SAP GL connector directly from the Transfer Accounting UI. This profile allows you to group accounting entries based on your selection criteria. 

Complete the following steps to enable this profile:

  • Type ENABLE_ZR_CONNECTORS in the Profile Name field.
  • Select System in the Profile Level drop-down field. 
  • Type SAP_GL in the System Level Value field.
  •  Select Text in the Profile Type drop-down field.
TA_SUB_BATCH_SPLIT_SIZE Enables Zuora Revenue to split a Journal Accounting Batch into multiple smaller chunks of accounting entries. 

Complete the following steps to enable this profile:

  • Type TA_SUB_BATCH_SPLIT_SIZE in the Profile Name field.
  • Select System in the Profile Level drop-down field. 
  • Type a value 999 in the  System Level Value field. If the value is left blank, the connector execution fails.
  •  Select Number in the Profile Type drop-down field.

Ensure Zuora Revenue APIs are enabled/provisioned on your tenant. If you have any issues creating API users, submit a request to Zuora Global Support. 

Configuring GL Interface in Zuora Revenue

With version 37.20.00.0,  as an admin, you can select the grouping criteria of the accounting entries by turning on/off the toggle for the fields configured in the GL Interface Setup. The journal accounting entries are grouped into smaller sub-batches based on this grouping criteria.

Complete the following steps to configure GL Interface in Zuora Revenue:

  1. Navigate to Setup > Application > Interface Setup

  2. Click GL Mapping.

  3. Toggle the Enabled button to Yes for Accounted Dr and Accounted Cr Interface Field Name. 

You must configure these fields to post journal entries with amounts in functional currency and to avoid failure of journal accounting batch creation after enabling the connectors.

  1. Toggle the Enabled button to Yes for Accounting Date Interface Field Name. 
  2. Click Save.

Run Transfer Accounting in Zuora Revenue

You can run the transfer accounting process to create a batch of journal accounting entries. The connector requires at least one transfer accounting batch to be in READY TO TRANSFER state.

Transfer accounting batches created before version 37.020.00.0 must be regenerated to group the accounting entries and split the accounting journal batch into sub-batches based on the chunk size configured.

Complete the following steps to regenerate a Journal Accounting batch:

  1. Navigate to Accounting > Transfer Accounting.
  2. Click the Regenerate icon.
  3. Select Rebuild and Generate File.
  4. Click Save.

The accounting Journal Batch re-generation will apply to the GroupBy selection configured in the Revenue GL Interface and the Journal Batch will be internally split into multiple chunks based on the value set up in the TA_SUB_BATCH_SPLIT_SIZE profile.