In this example, Zuora Revenue is expected to split one sales order line into three children lines that fall into different product categories.
To achieve this goal, the following actions are required:
Three POB templates are created for the three children lines. For information about how to create POB templates, see Create POB Template.
- The advanced assignment rule is created and associated with each POB template.
The following graphic shows the rule that is associated with the Maintenance_OverTime POB template.
This rule has "Product Category = Maintenance" as the criteria when you click the button in the Actions column and it is also the parent line.
The other two rules associated with other POB templates have “ Product Category = Services” or “ Product Category = Licenses” as the criteria.
For information about how to define POB assignment rules, see Define POB Assignment Rules.
- Create a bundle template. In the Field Mapping tab, enable the Bundle Cfg Item Num and Product Category fields as the bundle criteria.
- In the downloaded bundle file, fill in the data as follows and then upload the bundle definitions to Zuora Revenue.
Bndl Cfg Valid From Bndl Cfg Valid Until Parent Item Num Sell Price Split Type Sell Price Split Val List Price Split Type List Price Split Val Bndl Cfg Quantity Bndl Cfg Duration Bndl Cfg Item Num Product Category 01/01/2019 PCT_OF_SP PCT_OF_LP 1 101 Maintenance 01/01/2019 101 60 60 1 12 102 Licenses 01/01/2019 101 40 40 1 12 103 Services
As a result, after a sales order line is uploaded to Zuora Revenue as one single parent line, the sales order line is split into three lines in the Workbench as shown in the following graphic.