Invoice Item Data Mapping

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Invoice Item Data Mapping

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The following table lists the mapping of Zuora fields to Zuora RevPro invoice item 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 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 Zuora RevPro.

Not Available Contract Number 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 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 Product Catalog.
Not Available Product Category Product Category Character This field is used to capture Subclassifications of the Products being sold by a customer.
Not Available Product Class Product Class Character This field is used to capture Classifications of the products being sold by customer
Not Available Product Family Product Family Character This field is used to capture Grouping of the Products being sold by 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 analyzer.
Not Available 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.

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
  • 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:

  • InvoiceItem.Id
  • OrderAction.Id
  • OrderIterm_Id
  • 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.

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.
Not Available Tran Type Transaction Type Character

This is used to identify if the transaction is a SalesOrder or Invoice in RevPro.

Possible values include:

  • SO
  • INV
  • PORD
  • RORD
  • CM
  • CM-C
  • CM-RO
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.
Not Available 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.

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.
Not Available Ext List Price Extended List Price Number This value is used if SSP is 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.
Not Available 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.
DiscountApplyToInvoiceCharge.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.
Subscription.Version Not Available Subscription Version Character This is used to capture the subscription version 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
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