Versions Compared

Old Version 29

changes.mady.by.user Fabio Crescenzio

Saved on

compared with

New Version 30

changes.mady.by.user Trevor Vogt

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

This page explains the different steps to configure a new Zuora tenant.

Hotel-Spider has 4 tenants:

2 Production tenants:

Tourisoft Sàrl (CH) - 5896

Tourisoft GmbH (DE) - 3000206

2 SANDBOX tenants:

Tourisoft Sàrl (CH) SANDBOX - 13635

Tourisoft GmbH (DE) SANDBOX - 2000392

General information

Zuora has 2 datacenters : 

...

Tenantbase endpointExtranet
US Productionhttps://rest.zuora.comhttps://www.zuora.com/
US API Sandboxhttps://rest.apisandbox.zuora.comhttps://apisandbox.zuora.com
EU Productionhttps://rest.eu.zuora.comhttps://eu.zuora.com
EU Sandboxhttps://rest.sandbox.eu.zuora.comhttps://sandbox.eu.zuora.com

...

Billing period

Billing Rules

Set your company's Billing Policies.


Enable credit back for removing or canceling one time charges?
Yes
Bill recurring charges for partial month (with monthly based billing periods)?
No
Bill recurring charges for partial week (with weekly based billing periods)?
No
Bill usage charges for partial month (with monthly based billing periods)?
No
Bill usage charges for partial week (with weekly based billing periods)?
No
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 month first
Support bill run auto-post?
Yes
Default bill run to auto-post?
No
Include invoices with negative totals in the Account Balance (included associated Debit Memos)?
Yes
Include usage from child accounts when billing?
No
How should errors be handled when generating multiple invoices for a single account via bill run?
Terminate processing of all invoices
Preserve snapshot of bill-to and sold-to contacts when billing documents are posted?
No
Invoice Past End-of-Term when Auto-Renew is OFF?
Yes: deprecated
Invoice Past End-of-Term when Auto-Renew is ON?
Yes: deprecated
Calculate taxes using information from Customer Account of:
Invoice owner
Zuora Tax rounding rule for inclusive tax calculation
Round net amount
When service period of an invoice item crosses multiple tax rate period, it will generate:
Multiple Tax Items


...

Enable Charge Types / Models

Enable Charge Types

Use the checkbox below to indicate if your organization uses usage-based charges in its pricing



Select
Name
YES
Usage-Based Pricing


Enable Charge Models

Use the checkboxes below to indicate the charge models that your organization uses in its pricing



Select
Name
YES
Flat Fee Pricing
YES
Per Unit Pricing
YES
Overage Pricing
YES
Volume Pricing
YES
Tiered Pricing
YES
Tiered with Overage Pricing
YES
Discount-Fixed Amount
YES
Discount-Percentage


Manage Billing Document Configuration

Manage Invoice Rules and Templates

Go to Settings > Billing > Manage Invoice Rules and Templates

The templates are setup in the following way:

  1. Per tenant (different template for Sàrl vs. GmbH)
  2. template for Hotels
  3. template for Whitelabels
  4. Per language:
    1. Sàrl:
      1. EN (default)
      2. DE
      3. ES
      4. FR
      5. NL
    2. GmbH:
      1. DE

To modify a template, click on the template name to download the existing word file (make sure to save a copy of the original and save the modified version under the latest version number, i.e. _v6). A folder with all templates exists under C:\Tourisoft\Accounting and Finance - General\Zuora. Make sure to save latest modifications there as backup.

Add the corresponding templates by clicking on "edit", select the template and save it. Use the preview function with existing customer data (to reflect reality) to make sure the latest modifications do not return errors.

The templates IDs will then need to be extracted from this page. Click on show ID:

Refer to the database section to store the template IDs in the v4.

Invoice prefix & Numbering

Go to Settings > Billing > Prefix & Numbering

Tourisoft Sàrl: INV

Tourisoft GmbH: RE

...

Configure Accounting Rules

Accounting Rules


Image Modified
Allow blank Accounting Codes

Image Modified
Allow Subscription and Amendments to be created in a closed Accounting Period

Image Modified
Allow Usage to be created in a closed Accounting Period

Image Modified
Allow Revenue Schedules to have negative amounts in the Open-Ended Accounting Period


...

Segments


Object
Field
Segment Name
System ID
Actions
Account
Market__c
Account Market
AccountMarket__s
[Edit]   [Remove]


Additional Configurations


Image Modified
Discount segment value
Image Modified
Invoice owner segment value
Image Modified
Revenue owner segment value

Configure GL Segmentation Rules

by default AccountMarketSegment

to be furhter developped

...