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Create RC grouping template


Create RC grouping template

Before the transaction data or the cost data can be uploaded to Zuora Revenue, the revenue contract grouping rules must exist so that revenue contracts can be formed based on these grouping rules. To configure the grouping rules for Zuora Revenue, you create and then configure the RC grouping template. Each grouping template can contain a hierarchy of multiple grouping rules.

If you want to edit an existing RC grouping template that is in use instead of creating a new template, you must first end the current version by specifying an end date for the template. A new version of the template will be created for you to make updates. This requirement is to ensure that the existing data is not impacted by your updates.


Complete the following steps to create and configure an RC grouping template in Zuora Revenue:

  1. From the main menu, navigate to Policies > RC Grouping Template.

  2. On the RC Grouping Template page, to create an RC grouping template, click add-icon.png. The New Grouping Template window is displayed.

  3. In the Definition tab, provide the following information and then click save-icon.png. The RC grouping template is created.

    • A unique name for the new template in the Template Name field (Required).
    • The effective start date of the template in the Start Date field.
    • A relevant processor from the Stage Processor list.
    • A short description of the template.
  4. To configure the grouping rules, complete the following steps in the Grouping Rules section:

    1. In the Grouping Rules section, click save-icon-green.png to add a row.

    2. Enter a rule name in the Rule Name column.

    3. Click the Group By column. The Edit Grouping Criteria window is displayed.

    4. Select appropriate fields from the Available Fields list and click the right arrow icon to add them to the Selected Fields list.
      You can add as many fields as you want. The Sales Order Number is typically used along with other fields based on the business need. Only when the transaction lines have the same values for all the selected fields, they will be grouped together into one revenue contract.

    5. Close the Edit Grouping Criteria window.

    6. In the Duration Type column, select the duration when this grouping rule is effective. 

    7. If you select Day(s) in the Duration Type column, also select the base date in the Duration Field column and specify the number of days in the Duration column.
      For example, you can specify that this grouping rule is valid within 30 days after Sales Order date, where Zuora Revenue is preset to count from the earliest Sales Order date within the revenue contract. This grouping rule will not be applied to any data that comes into Zuora Revenue outside the specified duration.(Note : If the Profile value for RETAIN_SO is YES, it will over ride the time based grouping)

    1. To enable this grouping rule, make sure that the Enabled column is set to Yes.

    2. Click save-icon-green.png to save the grouping rule.

    3. Repeat the above steps to add as many grouping rules as you need.

    4. To set up a hierarchy of the grouping rules, organize the order in which the grouping rules are to be applied by editing the number in the Seq column.

    5. Click save-icon-green.png to save your configuration.

  5. (Optional): To filter the incoming data to which the current grouping template is to be applied, complete the following steps on the Filters tab:
    1. Click add-icon-green.png to add one filter.
    2. Select the filed name, operator and operand to create the filter criteria.

    3. Make sure the Enabled column is set to Yes.

    4. Click add-icon-green.png to add as many filters as you need.

    5. Click save-icon-green.png  to save your configuration.

  6. (Optional) To set up the SSP hierarchy, complete the following steps on the SSP Hierarchy tab. For information about SSP setup, see SSP Setup.
    1. Click add-icon-green.png to add a hierarchy.
    2. Select appropriate values for SSP Template, SP Below Range, SP Above Range, and SP Within Range columns.

    3. Make sure the Enabled column is set to Yes.

    4. Click add-icon-green.png to add as many hierarchies as you need.

    5. To organize the order in which the SSP hierarchies are to be applied, edit the number in the Seq column.

    6. Click save-icon-green.png  to save your configuration.


The RC grouping template is created. When transaction data is uploaded to Zuora Revenue, Zuora Revenue will filter and group the transaction lines into revenue contracts based on the RC grouping template.


In the following example of the grouping rule hierarchy, the transaction lines with the same contract ID are first grouped together into one revenue contract.

For transaction lines that do not have the same contract ID, Zuora Revenue then groups those transaction lines with both the same PO number and the same customer ID to form one revenue contract.

Thirdly, the transaction lines with the same SO number are grouped together. Note that the third grouping rule is valid only during the RC creation period. If the RC creation period has elapsed, the SO number is no longer used for RC grouping.