Overview of event processing

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In Zuora Revenue, the following types of POB releasing methods are supported:

Booking
Billing
Events
Manual

In the Events method, events are triggered for revenue release, cost release, and also for holding the revenue or cost. For events processing in Zuora Revenue, you must first create the event types based on your business needs, and then associate the event with the appropriate POB templates or revenue holds. After the setups are completed, you can upload event data to Zuora Revenue and then start the event process for Zuora Revenue to process the uploaded events.

Supported event types

The following types of events can be created in Zuora Revenue:

Budgeted Cost
Use this event to release revenue based on the percentage of completed budgeted cost.
Budgeted Hours
Use this event to release revenue based on the percentage of completed budgeted hours.
Cost
Associate this event type with a POB template to release cost.
Hold
Associate this event type with the holds or approvals to release the revenue hold or to transfer revenue that is placed on an RC, POB or line.
Revenue
Associate this event type with a POB template to release revenue.

Related tasks

The following tasks are required for Zuora Revenue to take appropriate actions against revenue or cost based on the uploaded events:

Create the event type that you are going to upload in Zuora Revenue. See Event setup.
Depending on the event type that you create, different steps are required:
- For a revenue or cost event, associate the event with a POB template. See Associate event with POB template.
- For a hold event, associate the event with a revenue hold. See Associate event with revenue holds.
- For a budgeted cost or budgeted hour event, proceed to the next step.
Upload the event data based on an event upload template. See Event upload.
Start the event process in Zuora Revenue. See Release event.