Creating Revenue Runs

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

Creating Revenue Runs

This feature is only available if you have the Orders and the Advanced AR Settlement feature enabled in Zuora. Both the Orders and the Advanced AR 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 Single Billing Account type is supported.
      • 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 the Single Billing Account section for more details.
    • 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 need to file a support ticket at Zuora Global Support to change this date. 
    • 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.

Run Types

Single Billing Account

This mode is particularly useful when you want to test the extraction for an individual account during the design phase or the User Acceptance Test (UAT) phase. You need to enter an Account Number in the UI if you select this mode.

When executing a revenue run in the Single Billing Account mode, Zuora RevPro Integration filters the transactions and extracts the selected data based on the following criteria:

Zuora Transaction Type Behavior
Orders

Select orders for all subscriptions which meet the following conditions:

  • Subscription termEndDate >= conversion date OR subscription termEndDate is BLANK
  • AccountNumber = [entered by user]
Invoices

Select invoiceItems for all subscriptions which meet the following conditions:

  • Subscription termEndDate >= conversion date OR subscription termEndDate is BLANK
  • InvoiceStatus=”Posted”
  • AccountNumber = [entered by user]
Credit Memos

Select creditMemoItems which meet the following conditions:

  • CreditMemoStatus= "Posted" 
  • PostedOn >= conversion date
  • AccountNumber = [entered by user]
Invoice Item Adjustements

Select invoiceItemAdjustments which meet the following conditions:

  • InvoiceItemAdjustmentStatus= "Processed"
  • AdjustmentDate date >= conversion date  
  • AccountNumber = [entered by user]
  • Subscription termEndDate >= conversion date OR subscription termEndDate is BLANK 
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