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Delink and link

Zuora

Delink and link

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After revenue contracts are automatically created based on the RC grouping templates, you can manually realign the transaction lines, performance obligations (POB), or revenue contracts with the linking and delinking functionality. This functionality is available to the users whose role has the appropriate privileges to edit revenue contracts in the Workbench.

You can use the linking and delinking functionality in the Zuora Revenue UI or with custom APIs. The following instructions are for UI operations only.

Delink

You can delink one or more POB lines or transaction lines from one revenue contract to make them orphan lines. After that, you can link them to another RC or create a new RC. You can also delink a revenue contract and then link it to another one.

Before you begin

Make sure that the target RCs, POBs, or transaction lines are eligible to be delinked:

  • If the revenue contract is already posted, you must unfreeze the revenue contract before you can delink the revenue contract, POBs, or transaction lines.

  • If a POB is already released in a revenue contract, to delink a transaction line from the POB, you must defer revenue for the POB first.

  • If you try to delink a line that is the leading line for the POB, the leading line must switch to another line in the POB.

Procedure

Complete the following steps to delink a revenue contract, POB, or transaction line:

  1. On the Revenue Contract Detail page, click the menu icon menu-icon-grey.png next to Switch to POB and then click Delink.

    Alternatively, if you want to delink a specific POB or transaction line, select the line in the Contracts/Orders table, click menu-icon-grey.png on that line, and then skip to Step 4.

  1. From the Delink Method list, select the appropriate level that you want to delink within the revenue contract.

  2. Complete one of the following steps depending on the level that you selected in the previous step:

    • To delink the revenue contract, click Delink.

    • To delink one or more POBs, select the checkbox in front of the POB name and then click Delink.

    • To delink one or more transaction lines, select the checkbox in front of the sales order number and then click Delink.

    If there are many POBs or transaction lines, to narrow down the scope, you can click Add Filters and then define filters.

  3. In the Delink Comments window, provide the comment and click OK.

Result

The selected revenue contracts, POBs, or transaction lines are delinked and reallocation occurs. The delinked items (RC, POB, or transaction line) are listed on the Orphan Transactions page in Workbench or in the Orphan Transactions Report.

If a revenue contract is delinked, the revenue contract number becomes a negative value. For example, after the revenue contract 1000 is delinked, the revenue contract number becomes -1000. All POB lines in this revenue contract are listed in the Orphan Transactions Report. You can undo delinking for a revenue contract from the Orphan Transactions Report by clicking the revenue contract number in the report and then using the Undo Delink menu option.

Link

When there are orphan transaction lines, POBs, or revenue contracts, you can link them to an existing revenue contract.

Alternatively, you can manually create a new revenue contract to contain those items. For instructions about how to manually create a revenue contract, see Manually Create a Revenue Contract.

Before you begin

If the revenue contract that is to be linked to is already posted, you must unfreeze the revenue contract before you can link other revenue contracts, POBs, or transaction lines to it.

Procedure

To link the orphan transaction lines,  POBs, or revenue contracts to an existing revenue contract, complete the following steps:

  1. On the Revenue Contract Detail page, click the menu icon menu-icon-grey.png next to Switch to POB and then click Link RC/POB/Lines.

  2. In the Link RC/POB/Lines window, click different tabs to select the target transaction lines, POBs, or revenue contract that you want to link to the current RC. 

    If you are linking the transaction line, on the Lines tab, specify whether the selected line is the leading line that drives revenue recognition in the Lead Line Checkbox column.

  3. After you complete the selection, click save-icon.png.

  4. In the Link Comments window, provide your comment and then click Link.

Result

The selected RCs, POBs, or transaction lines are added to the existing revenue contract. Reallocation occurs.

Holds on the RC level or the POB level will be applied again to the target revenue contract. If the criteria of the line-level hold are met, it will also be applied to the target revenue contract.