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Sync Zuora Billing settings to Zuora Revenue

Zuora

Sync Zuora Billing settings to Zuora Revenue

Some Zuora Billing settings have an impact on how Billing data should be processed in Zuora Revenue for revenue recognition. It is important for Zuora Revenue to be set up appropriately based on these Zuora Billing settings before Zuora Billing object data flows into Zuora Revenue. Therefore, the RevPro3.0 Automate Datasync Setups Process program is introduced in Zuora Revenue 37.003.00.00 and later to retrieve the important Zuora Billing settings and then automatically configure the profiles in Zuora Revenue accordingly.

In most circumstances, you need to run the RevPro3.0 Automate Datasync Setups Process program only once unless your Billing settings are changed afterward.

To use Billing - Revenue Integration, the following billing rules must be set appropriately in Zuora Billing by navigating to Billing Settings > Define Billing Rules:

Billing rule setting Desired value
Enable credit back for removing or canceling one time charges? Yes
Bill recurring charges for partial month (with monthly based billing periods)? Yes
Bill recurring charges for partial week (with weekly based billing periods)? Yes
Bill usage charges for partial month (with monthly based billing periods)? Yes
Bill usage charges for partial week (with weekly based billing periods)? Yes
When prorating a month, assume 30 days in a month or use actual days? Use actual number of days
When prorating periods greater than a month, prorate by month first, or by day? Prorate by day
Invoice Past End-of-Term when Auto-Renew is OFF? No
Invoice Past End-of-Term when Auto-Renew is ON? No

The following settings in Zuora Billing also have an impact on how Zuora Revenue will process the synced data. Therefore, these settings are also picked up by the RevPro3.0 Automate Datasync Setups Process program: 

Auto-configured Zuora Revenue settings

After the above-mentioned Zuora Billing settings are retrieved by the RevPro3.0 Automate Datasync Setups Process program, it will automatically set up the following profiles in Zuora Revenue:

  • KS_ENABLE_ZBILL_EXCHG_RATE
  • KS_ENABLE_PENDING_ORDERS_GEN

Run RevPro3.0 Automate Datasync Setups Process

To run the RevPro3.0 Automate Datasync Setups Process program, navigate to Reports > Schedule Jobs. For step-by-step instructions, see Schedule jobs. You need to specify the following parameters to run this program.

Parameter Description
Tenant ID The ID of the Zuora Billing tenant
Entity ID The ID of the Zuora Billing entity
Rev Tenant ID The ID of the Zuora Revenue tenant

What to do next

After the RevPro3.0 Automate Datasync Setups Process program completes, the Billing - Revenue Integration environment is ready for the Billing data to flow into Zuora Revenue. To figure out how to initiate the data sync process, refer to the diagram as illustrated in Run jobs for Billing - Revenue Integration.