A spectrum of standard profiles is provided for you to configure various Zuora Revenue functionalities to meet your business requirements.
To access the profiles in Zuora Revenue, navigate to Setups > Application. Click to open the side menu and then click Profiles. All the profiles are listed on the Profiles page where you can view, edit or export these profiles.
Whenever a profile is updated, the new settings will be applied to the subsequently created revenue contracts only.
The profiles are categorized based on their purposes as listed in the following table.
|Application||Use the Application profiles to configure the application-level parameters.|
|FV Analysis||Use to FV Analysis profiles to specify how SSP Analyzer will select transactions and do calculations for SSP analysis.|
|FV Calculation||Use the FV Calculation profiles to configure the parameters that are related to revenue allocation, such as the allocation currency for multi-currency revenue contracts and whether to perform allocation for the lines within SSP range.|
|Guidance||Use the Guidance profiles to enable switch between current GAAP and future GAAP and to specify the version of current GAAP to be switched to.|
|JE||Use the JE profiles to enable validations for journal entries, such as account segment validation and exchange rate validation.|
|Period||Use the Period profiles to configure the parameters related to the open/close period actions, such as whether a closed period can be re-opened and the open/close period actions are applicable at the book level or at the organization level.|
|Report||Use the Report profiles to configure the high-level settings for the Zuora Revenue reports, such as the local directory to save the downloaded reports and the number of reports that can be run simultaneously.|
|Security||Use the Security profiles to configure the security-related settings and to integrate with Oracle EBS, such as the authentication scheme and the redirect URL from Oracle EBS.|
|SSP||Use the SSP profiles to configure the high-level SSP allocation behaviors in Zuora Revenue.|
|SSP Analysis||Use the SSP Analysis profiles to configure whether changes are allowed after SSP analysis is completed for an SSP batch.|
|Transfer||Use the Transfer profiles to configure the parameters that are related to the transfer accounting functionality.|
To view or change the values of a profile, complete the following steps:
- Navigate to Setups > Application.
- Click to open the side menu and then click Profiles.
- Use the Category list and/or the search box to quickly locate the target profile.
- Hover the mouse over the profile line and then click .
- In the Edit Profile window, update the System Level Value field for the profile. Other fields in grey are not editable.
- Click and then close the window.
As an alternative to configuring some important functionalities with profile settings, you can also navigate to Setups > Application > Functionality to complete the high-level configuration on one single page. Settings on the Functionality page has the same effect as the profile setting. Whichever is last updated will override the counterpart.