Invoice Item Data Mapping

Knowledge Center > Zuora RevPro > Mapping between Zuora Billing and RevPro > Standard Field Mapping > Invoice Item Data Mapping

Invoice Item Data Mapping

Some standard fields of Zuora Billing can be mapped to the fields in RevPro staging tables for invoice lines. The following tables list the standard fields of Zuora Billing that can and cannot be mapped to RevPro Invoice staging fields as well as the RevPro staging fields that do not have corresponding fields in Zuora Billing.

The table columns represent the following information:

  • Zuora Billing Field: The standard fields defined in Zuora Billing.
  • Zuora RevPro Staging Field: The corresponding field names that are used in RevPro staging tables.
  • Input Value Label: The RevPro labels to which Zuora Billing fields are mapped in the transaction upload template.
  • Input Value Type: The data type of the field.
  • Description: Additional information about field mapping.

Zuora Billing Standard Fields Mapped to RevPro

The following table lists the mappings from standard invoice item fields in Zuora Billing to RevPro staging fields.

The tax-related fields are not extracted from Zuora Billing as part of the invoice item data extraction.

Zuora Billing Field Zuora RevPro Staging Field Input Value Label Input Value Type Description

TenantName or EntityDisplayName

 

Business Unit Business Unit Character

This field is used to set application context for multiple organization customers in RevPro.

This should be populated with the name of the tenant. If you have the Multi-entity feature enabled, it is populated with the entity display name.

TenantName or EntityName

 

 

Company Code Company Code Character

In general, this field is used to identify inter-company transactions.

This should be populated with the name of the tenant. If you have the Multi-entity feature enabled, it is populated with the entity name.

Account.AccountNumber Customer ID Customer Id Character

This field is a unique ID for a customer from the source that is used to track customer accounts in RevPro.

Account.Name

 

Customer Name Customer Name Character

This field is a unique ID for a customer from the source that is used to identify customer accounts by name in RevPro.

HomeCurrency

Func Curr Functional Currency Character

This field refers to the main currency used by Business unit.

If you have the Currency Conversion feature enabled, this is the home currency you set. If you do not have this feature enabled, this is the currency used in your invoices.

HomeCurrencyExchangeRate

 

Func Ex Rate Functional Currency Fx Rate Number

This field is used to derive amount in functional currency based on the transaction amount.

Account.Currency Tx Curr Transaction Currency Character

This field is used to identify the transaction currency for every transaction in RevPro.

HomeCurrencyExchangeRate Global Ex Rate Global Currency Fx Rate Number

This field is used to derive amount in functional currency based on the transaction amount.

RatePlanCharge.Name

 

Line Item Num Line Item Number Character

This field is used to uniquely identify a line item in an order.

Product.Name Product Line Product Line Character This field is used to capture the product name from Zuora Billing Product Catalog.

RatePlanCharge.ChargeNumber

 

SO Line Sales Order Line Character

This is used to identify the subscription charge in RevPro.

The concatenated values of:

  • Order.OrderNumber
  • RatePlanCharge. ChargeNumber
  • OrderAction.ID
  • OrderItem.ID
  • (Optional)Generated Reason
Sales Order Line ID Sales Order Line Id Character

This value should be unique and is used to identify each order line in a contract.

Order.OrderNumber

 

SO Num Sales Order Number Character This field is used to identify a sales order or subscription in RevPro.

InvoiceItem.Id

 

Invoice Line Num Invoice Line Number Character This field is an additional invoice item identifier under an invoice.

The concatenated values of:

  • Order.Number
  • InvoiceItem.Id
  • OrderAction.Id
  • OrderItem.Id
  • (Optional) Generated Reason
Invoice Line ID Invoice Line Id Character This value should be unique and is used to identify each invoice line under an invoice.

The concatenated values of:

  • Order.Number
  • InvoiceItem.Id
  • OrderAction.Id
  • Order Item.Id
  • (Optional) Generated Reason
Original Invoice Line ID Original Invoice Line Id Character

This field is used to establish a relationship between an invoice line and the original invoice line it got created from.

Invoice.InvoiceNumber

 

Invoice Num Invoice Number Character This is used to identify an invoice number and its corresponding items in RevPro.

Account.SalesRepName

Salesrep Name SalesRep Name Character This field is used to capture the sales representative name for every transaction.

Invoice transaction type in Zuora. Possible values include:

  • INV
  • PRATE (Prorated)
  • CM-RO
Tran Type Transaction Type Character

This is used to identify if the transaction is an Invoice, PRATE, or CM-RO in RevPro.

ProductRatePlanCharge. ContractLiabilityAccount Deferred Segments Contract Liability Account Character This field is to create deferred revenue entries using these segments within RevPro.
ProductRatePlanCharge. RecognizedRevenueAccount Revenue Segments Revenue Segments Character This field is to create revenue entries using these segments within RevPro.

Invoice.InvoiceDate

 

Invoice Date Invoice Date Date This field is the invoice date and it is used to collect data into RevPro based on the current open period in RevPro.

Order.OrderDate

 

SO Date Sales Order Date Date This field is used to derive SSP values or passed back to GL as the exchange rate date for SO level accounting entries.
Derived from Zuora Ext List Price Extended List Price Number This value is used if SSP is a percentage based on the list price.

InvoiceItem.BreakdownAmount

 

Ext Sell Price Extended Selling Price Number

This field specifies an item amount of an invoice that is broken down by orders. You can get the amount by making a call to REST Get breakdown of invoice by order.

InvoiceItem.Quantity

Invoice Qty Invoice Quantity Number This field is used to capture the number of quantity invoiced for the given invoice line.
The default value is 1 Ordered Qty Ordered Quantity Number This field is used to capture the number of quantity ordered for the sales order line.

InvoiceItem.ServiceStartDate

 

Revenue Start Date Revenue Start Date Date This is used to identify the date from which the Revenue Amortization to start.

InvoiceItem.ServiceEndDate

 

Revenue End Date Revenue End Date Date This is used to identify the date from which the Revenue Amortization to end.
RatePlanCharge.Number Parent Sales Order Line Parent Charge Number Character

This field is used if a discount invoice item.

It indicates the original charge number that this discount is applied to.

Subscription.Number Subscription Number Subscription Number Character This is used to capture the subscription number in Zuora Billing.
ProductRatePlanCharge. AdjustmentLiability Adjustment Liability Account Adjustment Liability Account Character Adjustment Liability Account for the Product Rate Plan Charge
ProductRatePlanCharge. AdjustmentRevenue Adjustment Revenue Account Adjustment Revenue Account Character Adjustment Revenue of the Product Rate Plan Charge
RatePlanCharge.ChargeModel Rc Line Atr51 Original Charge Model Character For discount lines, it is the charge model of the parent charge number.
RatePlanChargeTier.PriceFormat Rc Line Atr52  Original Price Format Character For discount lines, it is the price format of the parent charge number.
ProductRatePlanCharge.ChargeType Rc Line Atr45 Rate Plan Charge Type Character This field determines the charge type of the subscription. Possible values are:
  • Usage
  • Recurring
  • OneTime

Zuora Billing Fields Unmapped to RevPro

The following table lists the Zuora Billing standard fields that are not mapped to RevPro by default. Optionally, you can map these fields to any available field in the RevPro staging tables when you create the transaction upload template in RevPro.

For example, map the Subscription.Created Date to the RC Line Atr 23 staging field. For information about how to customized field mapping in the transaction upload template, see Transactions/Cost Upload.

Zuora Billing Field Zuora RevPro Staging Field Input Value Label Input Value Type Description
Subscription.Version Not mapped Subscription Version Character This field is used to capture the subscription version in Zuora Billing.
Subscription.TermType Not mapped Subscription Term Type Character

Possible values are:

  • TERMED
  • EVERGREEN
Subscription.TermEndDate Not mapped Subscription Term End Date Date This field is used to capture the term end date of a subscription in Zuora Billing. 
ProductRatePlanCharge. Name Not mapped Product Rate Plan Charge Name Character The name of a product rate plan charge
ProductRatePlanCharge. Id Not mapped Product Rate Plan Charge Id Character The unique ID of the Product Rate Plan Charge.

ProductRatePlanCharge. ChargeType

Not mapped Charge Type Character The charge type of a product rate plan charge
InvoiceItem.ProcessingType Not mapped Processing Type Character

The processing type of an invoice item. Possible values include:

  • Charge
  • Discount
Amendment.CreatedDate Not mapped Amendment Created Date Date If it is the initial version of a subscription, this field should be empty; otherwise, it is the created date of the subscription of the current version.
Subscription.Created Date Not mapped Subscription Created Date Date The date where the subscription is created
Subscription.InvoiceOwnerId Not mapped Subscription Invoice Owner ID Character The ID of the invoice owner of a subscription
Account.ParentId Not mapped Account Parent ID Character The ID of the parent of an account
Invoice.Balance Not mapped Invoice Balance Number The balance of the invoice
RatePlan.Name Not mapped Rate Plan Character The name of a rate plan
Product.SKU Not mapped SKU Character The SKU of a product
RatePlanCharge.ChargeType Not mapped Charge Type Character The charge type of a rate plan charge
Account.BillingBatch Not mapped Account Billing Batch Character The billing batch of an account
Account.CrmId Not mapped CRM Account Id Character The CRM Account ID configured in Zuora Billing. This field corresponds to the account ID in Salesforce.
 InvoiceItem.ChargeName Not mapped Charge Name Character The name of the invoice item's charge. The value is inherited from RatePlanCharge.Name.

Unmapped RevPro Fields 

This table lists the RevPro staging fields that are not mapped to any particular Zuora Billing fields. 

Zuora Billing Field Zuora RevPro Staging Field Input Value Label Input Value Type Description
N/A Product Category Product Category Character This field is used to capture Sub-classifications of the products being sold by a customer.
N/A Product Class Product Class Character This field is used to capture classifications of the products being sold by customer
N/A Product Family Product Family Character This field is used to capture grouping of the products being sold by customer
N/A SSP Eligible Flag SSP Eligible Flag Character This field is used to identify if the transaction needs to be included in SSP analyzer.
N/A Right To Bill Flag Right To Bill Flag Character If this field is set to Y and revenue is recognized before billing, RevPro will consider the revenue as Contract Asset. If this field is set to N and revenue is recognized before billing, RevPro will consider the revenue as unbilled AR.
N/A Allocation Eligible Flag Allocation Eligible Flag Character The value of this field needs to be set to Y if the sales order line needs to participate in Allocation.
N/A Contract Number Contract Number Character

This field is a unique identifier to track contracts in RevPro.

N/A Contract Impairment Account Contract Impairment Account Character Contract Impairment Account
N/A Intercompany Account Intercompany account Character Intercompany Account
N/A Contract Adjustment Revenue Account Contra Adjustment Revenue Account Character Contract Adjustment Revenue Account
N/A LT Adjustment Liability LT Adjustment Liability Character Long-term Adjustment Liability
N/A LT Contract Liability LT Contract Liability Character Long-term Contract Liability
N/A LT Contract Asset LT Contract Asset Character Long-term Contract Asset

 

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