DRAFT: Create Revenue Runs

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DRAFT: Create Revenue Runs

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.

Create Revenue Runs

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

  1. Click icon-menu.png in the RevPro UI and navigate to Data Interface > Revenue Runs.
  2. Configure a new revenue run.

    Revenue run page

    • Run Type: The Initial Load, Catch Up, OngoingSingle Billing Account and By Last Updated types are supported. See Revenue Run Modes for details of each revenue run type.
    • 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, so 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
      • Debit Memos
    • Conversion Date: Used for filtering the transaction data and extracting the specific data set. You can use 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
    • Zuora Entity: The Zuora entity where the revenue will be run. See Map Zuora Entity to RevPro Org for more information.
    • Start Date: This field is available only when you have selected the Catch Up 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 available only when you have selected the Catch Up run type. Select the start date of a date range by which you can filter orders, invoices, or credit memos.
    • Frequency: This field is available only when you have selected the Ongoing run type. 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: This field is available only when you have selected the Ongoing run type . The code for resubmission if a submission fails. Zuora
    • Resubmit Type: This field is available only when you have selected the Ongoing run 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
  3. 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.

If some records cause errors when submitting, the rest of the batch will be successfully submitted instead of the entire batch failure.

Map Zuora Entity to RevPro Organization

The Zuora Multi-entity feature and RevPro Multi-Org feature are both supported. This allows revenue runs to be executed separately for different entities or organizations. You must define the mappings between Zuora entities and RevPro organizations if you want to create revenue runs for a particular Zuora entity. The options in the Zuora Entity dropdown list are then derived from the values of the Description column of the Lookup Definition.

To configure the mappings between Zuora entities and RevPro organizations:

  1. Navigate to Setups > Application > Lookups.
  2. Hover over the line of the Lookup name that you want to edit and click  of the Edit Lookup Definitions.
  3. Click  to add mappings between Zuora entities and RevPro organizations.
  4. Configure the Lookup Definitions:Lookup config
    • Seq: The sequence number of the definition.
    • Lookup Code: The entity ID from the Zuora tenant. It should be a 32-character string.
    • Lookup Value: The sec_atr_val for the corresponding organization in RevPro. If you have only one organization in RevPro but multiple entities in Zuora, the Lookup Value will be 0 for all entities.
    • Description: The value that will be displayed in the Zuora Entity dropdown list in the Revenue Run page.
    • (Optional)Sub Group1: The name of the sub group1.
    • (Optional)Sub Group2: The name of the sub group2.
    • Enabled: Whether to enable this definition. The value is Yes by default.
    • Default Flag: Whether to set it as a default flag. The value is No by default.
  5. Click  to save the Lookup Definition.


 

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