Invoice Item Adjustment Data Mapping

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

Invoice Item Adjustment Data Mapping

Some standard fields of Zuora Billing can be mapped to the fields in RevPro staging tables for invoice item adjustments. The following tables list the standard fields of Zuora Billing that can and cannot be mapped to RevPro Invoice Item Adjustment 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 Fields Mapped to RevPro

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

The tax-related fields are not extracted from Zuora Billing as part of the Invoice Item Adjustment 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 IIA Charge Name IIA Charge Name Character This field is used to uniquely identify the rate plan charge number where the IIA is applied.
Product.Name Product Line Product Line Character This field is used to capture the product name from Zuora Billing Product Catalog.

RatePlanCharge.ChargeNumber

 

Sales Order Line Num 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

 

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

InvoiceItemAdjustment.Id

 

Invoice Line Num IIA Line Num Character This value should be unique and is used to identify each line in an invoice item adjustment.
InvoiceItemAdjustment.Id Invoice Line ID IIA Id Character This value should be unique and is used to identify each line in an invoice item adjustment.

The concatenated values of:

  • InvoiceItem.ID
  • OrderAction.ID
  • OrderIterm.ID
  • (Optional) Generated Reason
Orig Inv Line ID Original Invoice Line Id Character

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

InvoiceItemAdjustment.AdjustmentNumber

 

Invoice Num IIA Number Character This field identifies the Invoice Item Adjustment number.

Account.SalesRepName

Sales Rep 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
Line 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 Deferred Revenue Segments 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 Adjustment Date Date This field is the invoice item adjustment date and it is used to collect data into RevPro based on the current open period in RevPro.
InvoiceItem.Quantity Invoice Qty Adjustment Quantity Number This field is used to capture the quantity adjusted for the given invoice line.

Order.OrderDate

 

Sales Order 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.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 Rc Line Atr56 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 Rc Line Atr54 Subscription Number Character This is used to capture the subscription number in Zuora Billing.
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.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
InvoiceItemAdjustment.Type Rc Line Atr50 Adjustment Type Character This field is used to capture the type of an IIA.
Invoice.InvoiceNumber Rc Line Atr53 Invoice Number Character This is used to identify the number of an invoice where the IIA is related.

Zuora Billing Fields Unmapped to RevPro

This table lists the Zuora Billing 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 Rate Plan Charge.Billing Period to the Rc Line Atr60  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
ProductRatePlanCharge. Id Not mapped Product Rate Plan Charge Id Character The unique ID of the Product Rate Plan Charge.
RatePlanCharge.BillingPeriod Not mapped Billing Period Character This field is used to identify the billing period of a rate plan charge.
InvoiceItemAdjustment. ReasonCode Not mapped Reason Code Character This field is used to identify the reason code of an invoice item adjustment.
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. 
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.

Unmapped RevPro Fields

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

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 Rc Line Atr47 Contract Number Character

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

N/A Ordered Qty Ordered Quantity Number The quantity of the Sales Order
N/A LT Def Cogs Acct Long Term Deferred COGS Account Character The account number of the Long-term Deferred COGS account
N/A Credit Rule Credit Rule Character The credit rule
N/A Rc Line Atr58 Original Invoice Tran Type Character Rc Line Atr58 got frozen for future use.
N/A Rc Line Atr55 Original Invoice uuid Character The Original Invoice Line Id derived from Zuora will be copied to this column during the transformation in RevPro.

 

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