Sales Order Data Mapping

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Sales Order Data Mapping

Pre-defined Field Mapping

The following table lists the out-of-the-box mapping from Zuora fields to RevPro Sales Order Staging fields and describes where the corresponding Zuora fields derive from and the input value type.

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 RevPro labels to which Zuora fields are mapped to 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.Account Number

Customer ID

Customer Id

Character

This field is the account number of the subscription owner.

Account.Name

Customer Name

Customer Name

Character

This field is the account name of the subscription owner.

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.

HomeCurrencyExchangeRate

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.

Rate Plan Charge. 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.
Rate Plan Charge. Charge Number SO Line Sales Order Line Character This field is used to identify subscription charge in Zuora RevPro.

The concatenated values of:

  • Order.Order Number
  • Rate Plan Charge.Charge Number
  • Order Action.ID
  • Order Item.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.Order Number

SO Num

Sales Order Number

Character

This field is used to identify a sales order or subscription in Zuora RevPro.

The concatenated values of:

  • Order.Order Number
  • Rate Plan Charge.ChargeNumber
  • Order Action.ID
  • Order Item.ID
  • (Optional)Generated Reason

Orig SO Line ID

Original Sales Order Line Id

Character

This field is used to establish a relationship between Reduction orders (including both price reduction orders and quantity reduction orders) and the original orders.

Account.Sales Rep

 

Salesrep Name SalesRep Name

Character

This field is used to capture the sales representative name for every transaction.

Derived from the Order Transaction Type in Zuora. Valid values include: 

  • SO
  • PORD
  • RORD
Tran Type Transaction Type

Character

The Transaction Type of an SO is derived by the order action type and the generated reason in Zuora. This field is used to identify if the transaction is a Sales Order, Price Change or Reduction Order in RevPro.

 

Product Rate Plan Charge. Deferred Revenue Account

Deferred Segments

Deferred Revenue Segments

Character

This field is to create deferred revenue entries using these segments within Zuora RevPro.
Product Rate Plan Charge. Recognized Revenue Account Revenue Segments Revenue Segments Character This field is to create revenue entries using these segments within Zuora RevPro.

Product Rate Plan Charge.Contract Asset Account

 

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.
Product Rate Plan Charge.Contract Liability Account 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.
Product Rate Plan Charge. Unbilled Receivables Account Unbilled AR Account Unbilled Receivables Account Character This field is to capture unbilled AR account and utilized in creating Unbilled AR accounting entries.

Order.Order Date

 

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.Order Date

 

Contract Modification Date Contract Modification Date

Date

This field is the effective date for contract modifications.

Order Tcb.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.
Order Elp.Value Ext List Price Extended List Price Number This field is used if SSP is percentage based on list price.

Order Quantity.Value

 

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

Order Quantity.Start Date

 

Revenue Start Date Revenue Start Date

Date

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

Order Quantity.End Date

 

Revenue End Date Revenue End Date Date This field is used to identify date from which the Revenue Amortization to end.
Order Tcb.Term Number 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.

Rate Plan Charge. Charge Number Parent Sales Order Line Parent Charge Number Character This field is used for indicating the Original Charge Number that the discount applied to.
Order Action. Type Order Action Type Order Action Type Character This field is used to capture the order action type in Zuora.

Order Tcb.Type

Possible values are:

  • Regular
  • Discount
Discount Charge Type Character

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

Rate Plan Charge. Charge Number Discount Charge Number Discount Charge Number Character This is used to identify the discount charge number in Zuora RevPro.
Subscription.Term Type 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.
Product Rate Plan Charge.Adjustment Liability Adjustment Liability Account Adjustment Liability Account Character Adjustment Liability Account for the Product Rate Plan Charge
Product Rate Plan Charge.Adjustment Revenue Adjustment Revenue Account Adjustment Revenue Account Character Adjustment Revenue of the Product Rate Plan Charge
Order Metrics.Metrics Type Metrics Type Metrics Type Character

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

Rate Plan Charge. Charge Model Original Charge Model Rc Line Atr51 Character For discount lines, it is the charge model of the parent charge number.
Rate Plan Charge Tier.Price Format Original Price Format Rc Line Atr52 Character For discount lines, it is the price format of the parent charge number.

RevPro Staging Fields Unmapped to Zuora

This table lists the RevPro Staging fields that are not mapped to any particular Zuora field. Hence, the value for these fields are Null.

Zuora Field Zuora RevPro Staging Field Input Value Label Input Value Type Description
Null Product Category Product Category Character This field is used to capture Sub-classifications of the products being sold by the customer.
Null Product Class Product Class

Character

This field is used to capture classifications of the products being sold by the customer.
Null Product Family Product Family Character This field is used to capture the grouping of the products being sold by the customer.
Null SSP Eligible Flag SSP Eligible Flag Character This field is used to identify if the transaction needs to be included in SSP analyzer.
Null 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.
Null Allocation Eligible Flag Allocation Eligible Flag Character Set this field to Y if the Sales Order line needs to participate in Allocation

Null

Contract Num

Contract Number

Character

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

Null

Parent Reference Line Id

Parent Reference Line Id

Character

For future use.
Null

Quote Num

Quote Number

Character

This field is used to identify the quotation number for sales orders in RevPro.
Null Contract Impairment Account Contract Impairment Account Character Contract Impairment Account
Null Intercompany Account Intercompany account Character Intercompany Account
Null Contract Adjustment Revenue Account Contra Adjustment Revenue Account Character Contract Adjustment Revenue Account
Null LT Adjustment Liability LT Adjustment Liability Character Long-term Adjustment Liability
Null LT Contract Liability LT Contract Liability Character Long-term Contract Liability
Null LT Contract Asset LT Contract Asset Character Long-term Contract Asset

Zuora Fields Unmapped to RevPro Staging

This table lists the Zuora fields that are not mapped in the Zuora RevPro by default. You can optionally map these fields to any available field in the RevPro Staging table, for example, map the Subscription.Created Date to the RC Line Atr 23 Staging Field. See Custom Fields Mapping for more information.

Zuora 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.
Product Rate Plan Charge.Name Not mapped Product Rate Plan Charge Name Character The name of a product rate plan charge
Product Rate Plan Charge.Charge Type Not mapped Charge Type Character The charge type of a product rate plan charge
Invoice Item.Processing Type Not mapped Processing Type Character

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

  • Charge
  • Discount
Amendment.Created Date 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
Rate Plan.Name Not mapped Product Rate Plan Name Character The name of a rate plan
Subscription.Invoice Owner ID Not mapped Subscription Invoice Owner ID Character The ID of the invoice owner of a subscription
Account.Account Number Not mapped Invoice Owner Number Character

This field is the account number of the invoice owner.

If the invoice owner is the same as the subscription owner in the Zuora Central, the Invoice Owner Number label has the same value as Customer Id in RevPro.

Account.Name Not mapped Invoice Owner Name Character

This field is the account name of the invoice owner.

If the invoice owner is the same as the subscription owner in the Zuora Central, the Invoice Owner Name label has the same value as Customer Name in RevPro.

Account.Parent ID Not mapped Account Parent ID Character The ID of the parent of an account
Product.SKU Not mapped Product SKU Character SKU of the product
Account.Billing Batch Not mapped Account Billing Batch Character Billing batch number of an account
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