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Manage mass actions

Zuora

Manage mass actions

In Zuora Revenue, use the mass action to apply a common operation to multiple lines in one batch. To accomplish this, you first create a batch, choose one action from the supported ones, and then specify a filter to pick up the target lines that the action should be applied to.

Supported mass actions

The following mass actions are supported at the moment in Zuora Revenue.

Action On Action Type Description
Accounting Amortization Schedules Defer and release the amortization line (contractual revenue or cost) in the current period. This action is applicable only to the released lines.
Update Schedule Update the accounting segments of unposted schedules for the POB line based on the schedule type.
Performance Obligations Defer Cost Defer the cost release for the POB. This action is applicable only when the cost release does not follow the POB release.
Defer Revenue Defer revenue of the POB.
Release Cost Release cost for the POB.
Release Revenue Release revenue for the POB.
Update POB Update the derived POB name.
RC Apply Hold Apply RC-level revenue hold or revenue hold.
Close RC Close revenue contracts.
Open RC Open revenue contracts that are closed.
Re-allocate Reallocate revenue contracts.
Release Hold Release the RC-level hold.
Unfreeze RC Unfreeze revenue contracts.
Transaction Apply Hold Apply revenue hold or transfer hold to transaction lines.
Release Hold Release the hold applied to transaction lines
Update Allocation Eligible Flag Updates the Allocation Eligible Flag of transaction lines.
Update Attributes Update the attribute values of transaction lines only if the attribute is editable.
Update SSP Price/Percent Update the SSP Price or SSP Percent for transaction lines.

Procedure

  1. Navigate to Workbench > Manage Mass Actions. The Batches page lists all the previous batches.

  2. To create a mass action, click the New Batch icon icon-add.png. The New Batch window is displayed.

  3. On the Batch Details tab, complete the following steps. For the Action On and Action Type fields, refer to the table in the Supported mass actions section.

    1. Enter a unique name for the mass action in the Name field.

    2. Select the target object from the Action On drop-down list.

    3. Depending on the selected object, choose the appropriate action from the Action Type list.

    4. If there is more than one revenue book configured in the system, use the Book list to specify where to look up the target object lines. 

    5. Depending on the selected action type, provide other information in appropriate fields that are displayed in the UI.

      For example, if you are updating the SSP price for transaction lines, specify the desired value in the SSP Price field. If you are updating the Allocation Eligible flag, toggle the Allocation Eligible switch to the desired value. If you are applying hold to revenue contracts, choose the target hold from the Holds list. The following screenshot shows a new batch to defer and release contractual revenue in the current open period for the line that is recognized over the period.

      mass-action-example.png

    6. Leave your comments in the Comments field for this mass action.

  4. Click icon-save.png. The batch is created.

  5. Click the Filters tab in the same window to set the criteria for the system to identify the target object lines.

    1. Click icon-add-green.png to add a line.

    2. Use the Seq column to specify the sequence in which the filter should be applied. The following screenshot shows a filter that is used to identify three revenue contracts based on their IDs. For information about how to use the IN operator in a filter, see the community post How does the operator IN in a batch filter work?.

      batch-filter.png

  6. Click  icon-save-green.png and close the window. On the Batches page, the batch status is NEW.

  7. On the Batches page, hover the mouse over the batch line that you created and click the Query Data icon icon-query-data.png. The system will apply the filter to identify the target lines. After data is identified, the batch status is changed to Data Identified.

  8. Click the Review Data icon icon-review-data.png to review the identified lines in the Review Data window. 

  9. (Optional): To exclude any particular line from the mass action, toggle the first column to No. The following screenshot is applicable to the amortization schedule action.

    review-data-example.png

  10. To trigger the mass action for the identified lines, click the action button in the Review Data window. The actual button name might vary depending on the action. It is the same as the Action Type name that you selected in Step 3.

After the mass action is completed, the batch status changes to Action Completed.