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Using the Pre-configured RC Grouping Template

Zuora

Using the Pre-configured RC Grouping Template

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Before a transaction or cost data is processed in Zuora Revenue, the revenue contract grouping rules must be configured to form revenue contracts. 

Use the following seeded templates to configure an RC grouping template quickly:

  • OTR Grouping Template (Pre-Configured) - If you are a Zuora OTR customer, the most common grouping rule is forming a revenue contract using the subscription name and term number. For non-subscription items, revenue contracts are formed using your customer’s account number. This template uses Zuora Billing as its source data. The Subscription name and subscription term number grouping rules are pre-configured in the Primary grouping rule. When the Subscription name and term are unavailable, this template utilizes the customer number grouping as a secondary rule.
  • Group by Customer (Pre-Configured) - This template collects data from every source. The customer number grouping rule is pre-configured in the Primary grouping rule. 

If these templates meet your requirements, you need not migrate the grouping templates to other tenants since these templates are seeded to your tenants. 

Procedure

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

  1. Navigate to Policies > RC Grouping Template from the main menu. 

  2. Select the applicable pre-configured grouping template from the following: -   

    • OTR Grouping Template (Pre-Configured) 

    • Group by Customer (Pre-Configured)  

  3. In the Definition tab, provide the following information.

    • A unique name for the new template in the Template Name field.

    • 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. Review the pre-configured rules in the Primary Grouping Rules section. If you want to create rules that meet your requirements, see, Create RC grouping template.

  5. Review the Filter tab to analyze the  incoming data to which the current grouping template will be applied:

RC Grouping template 

Procedure

OTR Grouping Template (Pre-Configured)

This template uses Zuora Billing as its source data. No action is required from your side. 

Group by Customer (Pre-Configured)

This template collects data from every source. You must add applicable incoming data sources for this template to collect data.

 

  1. Click icon-add-new.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 icon-add-new.png to add as many filters as you need.

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

  1. (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 icon-add-new.png to add a hierarchy.
    2. Select appropriate values for the 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 icon-add-new.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 icon-save-new.png  to save your configuration.

  2. Click save-icon.png. The RC grouping template is created.

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