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Modify a POB line

Zuora

Modify a POB line

On the Revenue Contract Detail page, you can use the following menu options to modify a POB line if the line is eligible for the changes:

  • Edit POB
    This is a POB-level operation. Switch to the POB view to use this menu option to change the POB name, expiry date, or POB template of the POB line.
    • If the POB line has been 100% released, you can change only the POB name of the line.
    • If the POB line has been partially released, you can change the POB name and the expiry date of the line.
    • If the POB line has not been released at all, you can change the POB name, expiry date, and the POB template.
  • Change POB
    This is a POB-level operation. Switch to the POB view to use this menu option to merge a POB line to another POB line within the same revenue contract. This operation is applicable only to the POB line that has not been released at all.
  • Move Line
    This is a line-level operation. Switch to the Line view to use this menu option to move a line from one POB line to a new or existing POB line. This operation is applicable only if the POB line containing the target line has not been released at all.

If the POB line has been released and you want to use the Edit POB option to change its POB template, the Change POB option, or the Move Line option, you must first manually defer the line and then it will be eligible for these operations.

Edit POB

  1. Search for the target revenue contract in the Workbench and open the Revenue Contract Detail page.
  2. In the Contracts/Orders tab, switch to the POB view. All the POB lines within the revenue contract are listed.
  3. Hover the mouse over the target POB line, click the menu icon icon-menu-grey.png, and then click Edit POB. The Edit POB window is displayed for your input.

    edit-pob.png

  4. Specify the desired changes, provide your comments, and then click the save icon icon-save.png.

The specified changes will be applied to the selected POB line.

Change POB

  1. Search for the target revenue contract in the Workbench and open the Revenue Contract Detail page.
  2. In the Contracts/Orders tab, switch to the POB view. All the POB lines within the revenue contract are listed.
  3. Hover the mouse over the target POB line, click the menu icon icon-menu-grey.png, and then click Change POB. The Change to another POB within RC window is displayed.

    change-pob.png

  4. Click the arrows to display other POB lines in the current RC for your selection.
  5. Provide your comments for the change and then click the save icon icon-save.png.

The POB line will be merged into the one that you selected in the Change to another POB within RC window.

Move Line

  1. Search for the target revenue contract in the Workbench and open the Revenue Contract Detail page.
  2. In the Contracts/Orders tab, switch to the Line view. All the lines within the revenue contract are listed.
  3. Hover the mouse over the target line, click the menu icon icon-menu-grey.png, and then click Move Line > New POB or Move Line > Existing POB
  4. Depending on your selection in the last step, do one of the following things:
    • If you clicked Move Line > New POB, in the Move to New POB window, select the appropriate POB template from the drop-down list and specify the POB name.

      move-to-new-pob.png

    • If you clicked Move Line > Existing POB, in the Move to existing POB within RC window, select the name of one existing POB line in the RC.

      move-to-existing.png

  5. Provide your comments for the change and then click the save icon icon-save.png.

The line is moved from the previous POB line to the selected POB line.