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Policy-related configuration

Last updated

Sep 30, 2022
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Policy configuration is important for Zuora Revenue to automate the revenue recognition process in the desired way. Basic policy-related configuration options are accessed by using the Policy menu in the Zuora Revenue UI.

Guide Contents

Overview of policy configuration
Provides an overview of policy-related configuration required in Zuora Revenue as well as links to get more detailed information.
Create RC grouping template
Introduces how to create an RC grouping template in Zuora Revenue and provides RC grouping examples.
- Using the Pre-configured RC Grouping Template
Performance obligations processing
Explains the POB setup in Zuora Revenue and provides links to individual articles about how to configure POB.
Revenue holds and transfer holds
Provides an overview of revenue holds and transfer holds in Zuora Revenue.
Set up approval rules
Introduces how to set up approval rules in Zuora Revenue.
Significant Financing Component
Introduces how to create an RC grouping template in Zuora Revenue and provides RC grouping examples.