Sales Order Data Mapping

Knowledge Center > Zuora RevPro > Standard Data Mapping > Sales Order Data Mapping

Sales Order Data Mapping

Table of contents
No headers

The following table lists the mapping of Zuora fields to Zuora RevPro sales order staging fields and describes where the corresponding Zuora fields derive from, the input value type, and the sequence. 

The table columns represent the following information:

  • The Zuora Field column represents the fields defined in Zuora.
  • The Zuora RevPro Staging Field column represents the corresponding field names used in RevPro staging tables.
  • The Input Value Label column represents the corresponding label names used in the template and your upload file.
  • The Input Value Type column represents the field data types.
  • The Description column gives the description and note of the field mapping.
Zuora Field Zuora RevPro Staging Field Input Value Label Input Value Type Description

Tenant Name or Entity Display Name

 

Business Unit

Business Unit

Character

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

Tenant Name or Entity Name

 

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 Zuora 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.

Not Available

Contract Num

Contract Number

Character

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

This should optionally be populated with any custom field from Zuora, which represents the contract number.

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 transaction amount.
Account.Currency Tx Curr Transaction Currency Character This field is used to identify the transaction currency for every transaction in Zuora RevPro.
Not Available Global Ex Rate Global Currency Fx Rate Number

This should be populated with the value from Functional FxRate field in Zuora. This field is to derive amount in reporting currency (USD) from the Functional amount in Zuora RevPro.

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 product line number for the products being sold by the customer.
Not Available Product Category Product Category Character This field is used to capture Subclassifications of the Products being sold by the customer.
Not Available Product Class Product Class

Character

This field is used to capture Classifications of the Products being sold by the customer.
Not Available Product Family Product Family Character This field is used to capture Grouping of the Products being sold by the customer.
Not Available SSP Eligible Flag SSP Eligible Flag Character This field is used to identify if the transaction needs to be included in SSP analyser.
Not Available Right To Bill Flag Right To Bill Flag Character If this field is set to Y and revenue is recognized before billing, Zuora RevPro will consider the revenue as Contract Asset. If this field is set to N and revenue is recognized before billing, Zuora RevPro will consider the revenue as unbilled AR.
RatePlanCharge.ChargeNumber SO Line Sales Order Line Character This field is used to identify subscription charge in Zuora RevPro.

The concatenated values of:

  • Order.OrderNumber
  • RatePlanCharge.ChargeNumber
  • OrderAction.Id
  • Order.Item_Id

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 Zuora RevPro.
Not Available

Orig SO Line ID

Original Sales Order Line Id

Character

This field is used to establish a relationship between Reduction orders and Original orders.
Not Available

Parent Reference Line Id

Parent Reference Line Id

Character

Future Use.
Not Available

Quote Num

Quote Number

Character

This field is used to identify the quotation number for sales orders in RevPro.

Account.SalesRepName

 

Salesrep Name SalesRep Name

Character

This field is used to capture the sales representative name for every transaction.
Not Available Tran Type Transaction Type

Character

This field is used to identify if the transaction is a Sales Order, Price Change or Reduction Order in RevPro.

Valid values include: 

  • SO
  • INV
  • PORD
  • RORD
  • CM
  • CM-C
  • CM-RO
ProductRatePlanCharge.DeferredRevenueAccount

Deferred Segments

Deferred Revenue Segments

Character

This field is to create deferred revenue entries using these segments within Zuora RevPro.
ProductRatePlanCharge.RecognizedRevenueAccount Revenue Segments Revenue Segments Character This field is to create revenue entries using these segments within Zuora RevPro.

ProductRatePlanCharge.ContractAssetAccount

 

Contract Asset Account

Contract Asset Account

Character

This field is used to identify revenue contracts which are in contract assets position and create accounting using these accounts.
ProductRatePlanCharge.ContractLiabilityAccount Contract Liability Account Contract Liability Account Character This field is used to identify revenue contracts, which are in contract liability position and create accounting using these accounts.
ProductRatePlanCharge.UnbilledLiabilityAccount Unbilled AR Account Unbilled Liability Account Character This field is to capture unbilled AR account and utilized in creating Unbilled AR accounting entries.
Not Available Allocation Eligible Flag Allocation Eligible Flag Character Set this field to Y if the Sales Order line needs to participate in Allocation

Order.OrderDate

 

SO Date Sales Order Date Date

This field specifies the Sales Order Book Date. It is used to derive SSP values or passed back to GL as the exchange rate date for SO level accounting entries.

Order.OrderDate

 

Contract Modification Date Contract Modification Date

Date

This field is the effective date for contract modifications.

OrderTcb.Value

 

Ext Sell Price Extended Selling Price Number This field is used to contribute the total revenue contract value and the amount that the customer is liable to pay.
Not Available Ext List Price Extended List Price Number This field is used if SSP is percentage based on list price.

OrderQuantity.Value

 

Ordered Qty Ordered Quantity Number This field is used to capture the number of quantity ordered for the sales order line.

OrderQuantity.StartDate

 

Revenue Start Date Revenue Start Date

Date

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

OrderQuantity.EndDate

 

Revenue End Date Revenue End Date Date This field is used to identify date from which the Revenue Amortization to end.
Not Available Term Term Number Number

The term number of the Order Metrics. This field is used in Zuora RevPro to normalize the SSP term relative to the Sales Order line term.

DiscountApplyToInvoiceCharge.Number Parent Sales Order Line Parent Charge Number Character This field is used for indicating the Original Charge Number that the Discount applied to.
OrderAction.Type Order Action Type Order Action Type Character This field is used to capture the order action type in Zuora.
Not Available Discount Charge Type Character

This is used to identify the discount charge type in Zuora RevPro.

Possible values are:

  • Regular
    Set a value to it if it is not a discount charge.
  • Discount
    Set a value to it if it is a discount charge.
Not Available Discount Charge Number Discount Charge Number Character This is used to identify the discount charge number in Zuora RevPro.
Not Available Subscription Term Type Subscription Term Type Character

Possible values are:

  • TERMED
  • EVERGREEN
Subscription.Number Subscription Number Subscription Number Character This is used to capture the subscription number in Zuora.
ProductRatePlanCharge.AdjustmentLiability Adjustment Liability Account Adjustment Liability Account Character Adjustment Liability Account for the Product Rate Plan Charge
Not Available Contract Impairment Account Contract Impairment Account Character Contract Impairment Account
Not Available Intercompany Account Intercompany account Character Intercompany Account
ProductRatePlanCharge.AdjustmentRevenue Adjustment Revenue Account Adjustment Revenue Account Character Adjustment Revenue of the Product Rate Plan Charge
Not Available Contract Adjustment Revenue Account Contra Adjustment Revenue Account Character Contract Adjustment Revenue Account
Not Available LT Adjustment Liability LT Adjustment Liability Character Long-term Adjustment Liability
Not Available LT Contract Liability LT Contract Liability Character Long-term Contract Liability
Not Available LT Contract Asset LT Contract Asset Character Long-term Contract Asset
OrderMetrics.Metrics Type Metrics Type Metrics Type Character

Identifier to provide the extraction lines for TCB, ELP or Quantity Metrics.

Last modified

Tags

Classifications

(not set)