[Internal] Sales order data mapping

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[Internal] Sales order data mapping

Some standard fields of Zuora Billing can be mapped to the fields in RevPro staging tables for sales order lines. The following tables list the standard fields of Zuora Billing that can and cannot be mapped to RevPro sales order 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 out-of-the-box mapping from Zuora Billing standard fields to RevPro sales order staging fields.

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 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.

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 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.

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.
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
  • 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 Zuora RevPro.

The concatenated values of:

  • Order.OrderNumber
  • RatePlanCharge.ChargeNumber
  • OrderAction.Id
  • OrderItem.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.SalesRepName

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.

 

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 Deferred Segments Contract Liability Account Character This field is used to identify the revenue contracts that are in the contract liability position and create accounting using these accounts.
ProductRatePlanCharge.UnbilledReceivablesAccount Unbilled AR Account Unbilled Receivables Account Character This field is to capture unbilled AR account and utilized in creating Unbilled AR accounting entries.

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.
OrderElp.Value 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.
RatePlanCharge.ChargeNumber 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.

OrderTcb.Type

Discount Charge Type Character

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

Possible values are:

  • Regular
  • Discount
RatePlanCharge.ChargeNumber Discount Charge Number Discount Charge Number Character This is used to identify the discount charge number in Zuora RevPro.
Subscription.TermType 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.
ProductRatePlanCharge.AdjustmentRevenue Adjustment Revenue Account Adjustment Revenue Account Character Adjustment revenue of the product rate plan charge.
OrderMetrics.MetricsType Metrics Type Metrics Type Character

Identifier to provide the extraction lines for TCB, ELP, or quantity metrics.

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.
RatePlan.ID Rc Line Atr45 Rate Plan Id Character A unique ID which identifies the rate plan. This field is used to update the end date of an evergreen subscription term in Zuora Billing - RevPro Integration.

Zuora Billing fields unmapped to RevPro

This 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.
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.CreatedDate Not mapped Subscription Created Date Date The date where the subscription is created
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. 
Subscription.InvoiceOwnerId Not mapped Subscription Invoice Owner ID Character The ID of the invoice owner of a subscription.
Account.AccountNumber 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 Billing, 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 Billing, the Invoice Owner Name label has the same value as Customer Name in RevPro.

Account.ParentId Not mapped Account Parent ID Character The ID of the parent of an account
OrderTcb.TermNumber Not mapped Term Number Number

The term number of the order metrics. This field is used in RevPro to normalize the SSP term relative to the sales order line.

RatePlan.Name Not mapped Rate Plan Character The name of a rate plan.
Product.SKU Not mapped SKU Character The SKU of a product.
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.

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 the customer.
N/A Product Class Product Class

Character

This field is used to capture classifications of the products being sold by the customer.
N/A Product Family Product Family Character This field is used to capture the grouping of the products being sold by the 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 Set this field to Y if the Sales Order line needs to participate in allocation.
N/A

Contract Num

Contract Number

Character

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

N/A

Parent Reference Line Id

Parent Reference Line Id

Character

For future use.
N/A

Quote Num

Quote Number

Character

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