Transaction Type Mapping

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Transaction Type Mapping

With Zuora RevPro Integration, Zuora Billing transactions of the invoice, order, memo, and adjustment transaction types can be mapped to RevPro transaction types. The transaction types mapping is based on the specific order action or a billing transaction scenario. The detailed transaction types mapping from the Zuora Billing to Zuora RevPro are described as follows.

Mapping Rules

The following table lists the transaction mapping rules from Zuora Billing to RevPro.

Zuora Billing Transaction Type RevPro Transaction Type
Order SO, RORD, or PORD
Invoice INV or CM-RO
Credit Memo Created from Invoices CM
Credit Memo Created from Charges CM
Credit Memo Generated through Bill Run CM-RO
Debit Memo INV
Invoice Item Adjustments

CM

The order actions of Zuora Billing can be mapped to one of the following RevPro transaction types:

  • Sales order (SO)
  • Price change order (PORD)
  • Reduction order (RORD)

Note that the order actions of the discount type can be mapped to SO only. In general, an SO transaction type indicates the creation of a new performance obligation or an SO update. The SO update overwrites only the quantity or price of the original record. The RORD transaction type is usually a change on an order that is a revision of the original record. 

RevPro Transaction Types for Order Transaction Scenarios

The following table lists RevPro transaction types for each order transaction scenario in Zuora Billing. 

Zuora Order Action Line Type RevPro Transaction Type
Create Subscription Regular Charge SO
Create Subscription Discount Charge PORD
Update Product (Price Increase) Regular Charge PORD
Update Product (Price Increase) Discount Charge PORD
Update Product (Price Decrease) Regular Charge PORD
Update Product (Price Decrease) Discount Charge PORD
Update Product (Quantity Increase) Regular Charge SO
Update Product (Quantity Increase) Discount Charge PORD
Update Product (Quantity Decrease) Regular Charge RORD
Update Product (Quantity Decrease) Discount Charge PORD
Term Change (Increase) Regular Charge SO
Term Change (Increase) Discount Charge PORD
Term Change (Decrease) Regular Charge RORD
Term Change (Decrease) Discount Charge PORD
Remove Product Regular Charge RORD
Remove Product Discount Charge PORD
Cancel Subscription Regular Charge RORD
Cancel Subscription Discount Charge PORD
Renew Subscription Regular Charge SO
Renew Subscription Discount Charge PORD
Add Product (Positive charge) Regular Charge SO
Add Product (Positive charge) Discount Charge PORD
Add Product (Negative charge) Regular Charge SO
Add Product (Negative charge) Discount Charge PORD

RevPro Transaction Types for Billing Transaction Scenarios

The following table lists the RevPro transaction types for each billing transaction scenario in Zuora Billing. 

Zuora Order Action Line Type RevPro Transaction Type
Create Subscription Regular Charge INV
Create Subscription Discount Charge CM-RO
Update Product (Price Increase) Regular Charge INV
Update Product (Price Increase) Discount Charge CM-RO
Update Product (Price Decrease) Regular Charge CM-RO
Update Product (Price Decrease) Discount Charge INV
Update Product (Quantity Increase) Regular Charge INV
Update Product (Quantity Increase) Discount Charge CM-RO
Update Product (Quantity Decrease) Regular Charge CM-RO
Update Product (Quantity Decrease) Discount Charge INV
Term Change (Increase) Regular Charge INV
Term Change (Increase) Discount Charge CM-RO
Term Change (Decrease) Regular Charge CM-RO
Term Change (Decrease) Discount Charge INV
Remove Product Regular Charge CM-RO
Remove Product Discount Charge INV
Cancel Subscription Regular Charge CM-RO
Cancel Subscription Discount Charge INV
Renew Subscription Regular Charge INV
Renew Subscription Discount Charge CM-RO
Add Product (Positive charge) Regular Charge INV
Add Product (Positive charge) Discount Charge CM-RO
Add Product (Negative charge) Regular Charge INV
Add Product (Negative charge) Discount Charge INV
Standalone Invoice Usage Charge INV
Ad-hoc Credit Memo N/A CM
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