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Collect data for Billing - Revenue Integration

Zuora

Collect data for Billing - Revenue Integration

After the Data Transformation job is complete and all transaction lines have been transformed into Staging, you can start to collect data into the Zuora Revenue system.

Run Data Collection jobs

Similar to collecting data from other integrated upstream systems, you should create an RC batch before collecting data. Take the following steps to schedule the Data Collection job:

  1. Create an RC batch.
  2. Schedule the Data Collection job.

Create RC batch

Take the following steps to create an RC batch for Billing - Revenue Integration:

  1. In the Zuora Revenue UI, navigate to Workbench > Revenue Contracts.
  2. Click side-menu-open.png to open the side menu and then click Batches
  3. Click icon-add.png to create a new revenue contract batch.
  4. In the Definition tab, complete the batch configuration.
    1. Select the defined RC grouping template from the Copy From Template dropdown list. To add new options to this dropdown list, navigate to Policies > RC Grouping Templates to create new templates.
    2. In the Batch Name field, enter the name for this batch.
    3. Click icon-save.png to save the template.
  5. (Optional) In the Filters tab, specify the filter conditions that are displayed based on the selected batch template. You can also click icon-greenplus.png to add a new filter condition. For example, if you select Group By Subscription as the template, you can specify the following conditions:
    Edit RC batch filters
  6. Click icon-save-green.png to save the configuration, then close the window. Subsequently, the created batch is displayed in the RC batch table with a unique batch ID. This ID is required when scheduling the Data Collection job.
    RC batch list
  7. (Optional) To run a one-off Data Collection job:
    1. Hover over the created batch item and click icon-je-details.png to collect data.
    2. In the Confirm Collect Data dialog, click OK. If the request is successfully submitted, the data for this batch will then be collected.
    After the Data Collection job completes, the status for this batch is updated to DATA COLLECTED.

Schedule Data Collection job

We recommend that you run the Data Collection job on a daily basis so that issues can be captured and resolved early. Therefore, you might have to schedule the Data Collection job to be run at the end of every day.

See Schedule jobs to understand how to schedule a job and what each configuration field stands for. Specific to the Data Collection job:

  • In the Schedule Program tab, select RevPro3.0 Data Collection from the Program Name dropdown list. 
  • In the Program Parameters tab:
    • Enter the batch ID of the created RC batch in the Value column for the BATCH ID parameter. For example, enter10017.
    • Enter COLLECT DATA in the Value column for the TYPE parameter.

Note that duplicate records may exist in Staging. The Data Collection job will remove duplicate lines during the collection process.

Results

After the Data Collection job completes, the status for the scheduled Data Transformation job is updated to Completed on the Schedule Jobs page.

To view all collected transaction lines, you can navigate back to Workbench > Revenue Contracts > Batches, hover over the RC batch you collected, and click icon-view-transactions.png. The collected lines are then displayed. For each RC line, you can hover over it and click icon-view.png to view the corresponding RC details.