Create Revenue Runs

Knowledge Center > Zuora RevPro > Zuora RevPro Integration Overview > DRAFT: Revenue Runs > Create Revenue Runs

Create Revenue Runs

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This feature is only available if you have the Orders and the Invoice Settlement feature enabled in Zuora. Both the Orders and the Invoice Settlement feature are in Limited Availability. If you wish to have access to these features, submit a request at Zuora Global Support.

You can perform the following steps to schedule a revenue run:

  1. (Optional) Click RevPro in the left-hand navigation section in the Zuora UI. It will then redirect you to the Zuora RevPro UI.
  2. Click icon-menu.png in the Zuora RevPro UI.
  3. Click Revenue Runs in the Data Interface section. 
  4. Configure a new revenue run.

    Revenue Run.png

    • Run Type: Currently, only the Initial Load and Single Billing Account types are supported.
      • Initial Load: Load the historical transactions associated with subscriptions that have a term end date later than the defined conversion date and a contract effective date earlier than the conversion date. See Revenue Run Modes for more information.
      • Single Billing Account: Pull data from a single billing account. If you select this radio button, you must specify an account number in the field on the right. See Revenue Run Modes for more information.
    • Data: The Zuora objects where you want to extract the data. The data of both the Orders and the Billing objects is required by Zuora RevPro, thus the two toggles are always set to Yes.
    • Mapping Template: You can select the standard or the customized data mapping template for the following Zuora objects:
      • Orders
      • Invoices
      • Invoice Item Adjustments
      • Credit Memos
    • Conversion Date: Used for filtering the transaction data and extracting the specific data set. You can leverage the Create a data extraction job REST API to set a conversion date. Once the conversion date is set, it cannot be changed. In exceptional circumstances, if this date needs to be changed, you have to submit a request at Zuora Global Support
    • Start Date: This field is displayed only when you have selected the Catch Up as the Run Type. Select the start date of a date range by which you can filter orders, invoices, or credit memos.
    • End Date: This field is displayed only when you have selected the Catch Up as the Run Type. Select the start date of a date range by which you can filter orders, invoices, or credit memos.
    • Frequency: The frequency of revenue runs. The following values are available for this field:
      • Minute(s)
      • Hour(s)
      • Day(s)
      • Week(s)
      • Month(s)
    • Resubmit Code: The code for resubmission if a submission fails.
    • Resubmit Type: The timing of the resubmission. The following values are available for this field:
      • From the Start of the prior run
      • From the Completion of the prior run
  5. Click Launch Revenue Run to save the new revenue run configuration. The new revenue run item will then show up in the table in the Revenue Runs section.
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