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Run Rate Plan Charge Booking report

Zuora

Run Rate Plan Charge Booking report

The Rate Plan Charge Booking report provides booking information about the following transaction lines within rate plan charges: 

  • Transaction lines that are collected by RevPro and grouped into revenue contracts

  • Transaction lines in RevPro staging tables that are not collected by RevPro

  • Transaction lines from Zuora Billing that fail the data sync and/or data transformation process

Compared with the previous RevPro Booking report, which includes the transaction lines in revenue contracts only, the Rate Plan Charge Booking report extends the scope to also include the transaction lines that exist in Zuora Billing but are not collected by RevPro for various reasons.

A predefined layout named Rate Plan Charge Booking Layout is provided by default. The last updated date of the rate plan charge is used as a key filter criterion to run this report. The Source column in the default layout indicates the source of each transaction line.

Use the predefined layout to get started with the report quickly. After you are familiar with this report, you can customize the report filter or layout based on your own needs. For information about the common usage of RevPro reporting functionality, see Work with reports.

Procedure

Complete the following steps to run the Rate Plan Charge Booking report in the RevPro UI:

  1. Navigate to Reports > Run Reports.

  2. Click the Transactions tab and locate the Rate Plan Charge Booking report.

  3. Select the appropriate report layout from the drop-down list. Rate Plan Charge Booking Layout is the predefined standard one.

  4. Click Report Detail. The Rate Plan Charge Booking Report page is displayed.

  5. In the Filters section, specify the following required filter fields and then click Run Report. The data is displayed for the filtered rate plan charges.

    Filter field Description
    Charge Last Update Date Specify the last updated date range for the target rate plan charges. For example, you can filter out the rate plan charges that are updated during a specific period.
    Entity Id If multi-entity is enabled in Zuora Billing, specify the Zuora Billing entity ID for which you want to query the data. If multi-entity is not enabled in Zuora Billing, specify the Billing tenant ID.
    Book Id If there are multiple revenue books enabled in RevPro, specify the target revenue book ID.
  6. (Optional): To download the generated report, click icon-export-data.png. The report is downloaded as a spreadsheet.

After all the required reports are generated, you can do report reconciliation to identify the issues that might cause data inconsistencies among different reports.