Order Item Data Source
An order item is a sales item within an order in the context of the recurring subscription business model. It can be a unit of products or service, but defined by both quantity and term (the start and end dates).
For the one time and the recurring charge types, if an order action causes a quantity metric creation (when the delta quantity equals to or is greater than zero), an order item is created. The following order actions will create an order item for the one time and recurring charges. The other order actions will refer to an existing order item. Also, the Owner Transfer order action always creates an order item whose quantity field is zero.
- Create Subscription
- Terms and Conditions - Extend Term
- Renewal
- Update Product - Increase Quantity
- Add product
- Owner Transfer
- Resume
For the usage charge type, if the order action causes a usage increase, an order item is created, and the quantity field of the order item is always set to zero. The following order actions will create an order item for the usage charges.
- Create Subscription
- Terms and Conditions - Extend Term
- Renewal
- Add product
- Owner Transfer
- Resume
Use this data source to report on the order items.
For example, let’s say that you create an order containing the following order actions:
- Order Action 1: Add a rate plan with a recurring charge with the unit price being $2 per unit per month and the quantity being 0 units. The term starts on 1/1/2018 and ends on 12/31/2018.
- Order Action 2: Update the product and increase the quantity to 15 units per month on 4/1/2018.
- Order Action 3: Update the product and decrease the quantity to 12 units per month on 6/1/2018.
In this scenario, Zuora will create two order items for the order. An order item will only be created if the Quantity metric's amount equals to or greater than zero.
Order Action | Start Date | End Date | Quantity |
---|---|---|---|
Order Action 1 | 1/1/2018 | 12/31/2018 | 0 |
Order Action 2 | 4/1/2018 | 12/31/2018 | 15 |
Availability
The Order Item feature is only available to existing Orders customers who already have access to the feature.
The following objects and fields of the Order Metrics are end of support. Zuora no longer provides product support, and bug fixes or security issues are no longer addressed.
- The Order ELP and Order Item objects
- The "Generated Reason" and "Order Item ID" fields in the Order MRR, Order TCB, Order TCV, and Order Quantity objects
As of Zuora Billing Release 306, Order Metrics is no longer available. Zuora has updated the methodologies for calculating metrics in Orders. The new methodologies are reflected in the following Order Delta Metrics objects.
It is recommended that all customers use the new Order Delta Metrics. If you are an existing Order Metrics customer and want to migrate to Order Delta Metrics, submit a request at Zuora Global Support. Whereas new customers, and existing customers not currently on Order Metrics, will no longer have access to Order Metrics, existing customers currently using Order Metrics will continue to be supported.
If you are an existing Subscribe and Amend customer and want Order Delta Metrics only, you can turn on Orders Harmonization. Join the Orders Harmonization community group for more information. You can still keep the existing Subscribe and Amend API integrations to create and manage subscriptions.
Objects in data source
The following objects are available in the data source.
Object | Description |
---|---|
Order Item |
|
Amendment | The amendment that is tied to the rate plan, if applicable. |
Entity |
The entity that the data relates to. Part of the Multi-entity feature. Contains the following fields:
|
Order |
The order you want to view the order action information for. |
Order Action | The order action you want to get the TCB metrics for. |
Product | The product information. |
Product Rate Plan | The rate plan coming from the product catalog. |
Product Rate Plan Charge | The product rate plan charge information coming from the product catalog. |
Rate Plan | Refers to the rate plan or pricing plan information associated the subscription. |
Rate Plan Charge | The charge information associated with the subscription. |
Subscription |
The status history information of a subscription. Contains the following fields: The subscription to which the rate plan is associated. Contains the following fields:
|