Credit Balance Adjustment Data Source
Use this data source to export data associated with credit balance adjustments. One row in the export represents one credit balance adjustment. Note that the Order to Revenue feature or the Billing - Revenue Integration feature does not support the Credit Balance Adjustment object.
If you have the Invoice Settlement feature enabled, this data source is deprecated and only available for backward compatibility.
Accessing the Data Source
Navigation: Reporting > Data Sources and select Credit Balance Adjustment as the Data Source.
Data Source Details
Data Source Diagram
This diagram illustrates the hierarchical association between the base Credit Balance Adjustment object and related (joined) Zuora objects.
Base Object Description
Zuora Object | Description |
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Represents one adjustment to the credit balance. This is the base Zuora object for the Credit Balance Adjustment data source export and includes the following fields:
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Related Zuora Objects
Descriptions for related Zuora objects are listed in alphabetical order.
Zuora Object | Description |
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The customer account information. Note this is the Subscription Owner account. |
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Accounting Period |
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Accounts Receivable Accounting Code |
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Bank Account Accounting Code |
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Cash on Account Accounting Code |
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Credit Balance Adjustment FX Data |
Contains Home Currency and Reporting Currency information. To enable this option, submit a request at Zuora Global Support. |
Entity |
The entity that the data relates to. Part of the Multi-entity feature. Contains the following fields:
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The invoice to which the payment is applied. |
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Journal Entry |
Represents a Zuora transaction recorded as a debit and credit. Includes the following fields:
This object is available on this data source only when Zuora Finance is enabled on your tenant. |
Journal Run |
Automated process for creating journal entries from Zuora transactions. Includes the following fields:
This object is available on this data source only when Zuora Finance is enabled on your tenant. |
The money sent by a customer to pay for charges related to their subscriptions. Contains the following fields:
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Represents money that is returned to a customer, or a reversed transaction. |