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

Hotel-Spider has 4 tenants:

3 Production tenants:

Tourisoft Sàrl (CH) - 5896

Hotel-Spider Germany GmbH (DE) - 3000206

Hotel-Spider India (IN) - 3000227

3 SANDBOX tenants:

Tourisoft Sàrl (CH) SANDBOX - 13635

Tourisoft GmbH (DE) SANDBOX - 2000392

Hotel-Spider India (IN) - Not configured yet

General information

Zuora has 2 datacenters :

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Hotel-Spider CH is hosted in the US Datacenter

Hotel-Spider DE is hosted in the EU Datacenter

Hotel-Spider IN is hosted in the EU Datacenter

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Tenant	base endpoint	Extranet
US Production	https://rest.zuora.com	https://www.zuora.com/
US API Sandbox	https://rest.apisandbox.zuora.com	https://apisandbox.zuora.com
EU Production	https://rest.eu.zuora.com	https://eu.zuora.com
EU Sandbox	https://rest.sandbox.eu.zuora.com	https://sandbox.eu.zuora.com

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Product Fields (Non-Indexed)

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Field Label API Name Data Type Required Default value Possible values Description
is_viewable is_viewable__c Picklist YES 1
1
0
Define if a product can be seen in the V4
max_rates max_rates__c Picklist YES 15 15
100
1000
-1
Max number of V4 rateplans the product allows to have
-1 means it does not apply to this product
max_rooms max_rooms__c Picklist YES 15 15
100
1000
-1
Max number of V4 rooms the product allows to have
-1 means it does not apply to this product
max_products max_productsc Picklist YES 15 15
100
1000
-1
Max number of v4 sellable products the product allows to have
-1 means it does not apply to this product
SortOrder SortOrderc Picklist YES 0 0
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40 Sort order of the product, for display purpose
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Field Label API Name Data Type Required Default value Possible values Description
obj_id obj_id__c Text (25) NO

ID of the object for which this rateplan is available
This fields is not used currently
obj_id_class obj_id_classc Picklist YES hotelwhitelabel
whitelabel
hotel
affiliation
Define the type of V4 object that can see this rateplan
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Field Label API Name Data Type Required Default value Possible values Description
bookingChannelId bookingChannelIdc text (5) NO

Default booking channel ID applicable for Rate Plan. Used for CRS.
product_type product_typec Text (25) YES First value crs,pms
airbnb
administrative
callback
callback
channelmanager
channelmanager,spiderbooking4
spiderbooking
crs
crs,pms
wbe
channelmanager,pms
channelmanager,crs
discount
duplicatechannel
fax
gateway
meta
pms
rms
setup
sms
fax
spiderbooking
discount
spiderbooking4
duplicatechannel
wbe
Declare the type of rateplan. This is used for the limitations
SortOrder SortOrderc Picklist
0 0
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40 Sort order of the product, for display purpose
isviewable isviewablec Picklist YES 1 0
1 Define if a rateplan can be seen in the V4
Mandatory Mandatoryc Picklist YES 0 0
1
Define if the rateplan is mandatory for a product
This is currently not used
Label Labelc Picklist YES First value Administration
V4Connectivity
Communication
Discount
Commission
Test
For display purpose,
Declare what kind of rateplan this is
IncludedCountries IncludedCountriesc Text (255) YES {"Continent": "ALL"}
JSON that determine which countries can see this rateplan
This is based on the list of Continent, SubContinent and Countries in the V4 database
ExcludedCountries ExcludedCountries__c Text (255) YES {}
JSON that determine which countries can not see this rateplan
This is based on the list of Continent, SubContinent and Countries in the V4 database
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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)?	NoYes
Bill recurring charges for partial week (with weekly based billing periods)?	NoYes
Bill usage charges for partial month (with monthly based billing periods)?	NoYes
Bill usage charges for partial week (with weekly based billing periods)?	NoYes
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: deprecatedNo
Invoice Past End-of-Term when Auto-Renew is ON?	Yes: deprecatedNo
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

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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:

Per tenant (different template for Sàrl vs. GmbH)
template for Hotels
template for Whitelabels
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

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As per request of certain customers, net0 has been added (upon receipt)

Setup Taxation Code

https://knowledgecenter.zuora.com/CB_Billing/J_Billing_Operations/L_Taxes/A_Z-Tax/C_Load_Tax_Rates

use the import file (CSV) TaxRates_Import_File.csv

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German VAT (19%) - insert 0.19 in column G under Germany

Tourisoft India Private Limited

Haryana State (where Legal entity is located) - 9% CGST + 9% SGST
Rest of states 18% GST

Payment Settings

Customize Payment Methods

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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

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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

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Versions Compared

Old Version 29

New Version Current

Key

3 Production tenants:

3 SANDBOX tenants:

General information

Product Fields (Non-Indexed)

Billing Rules

Enable Charge Types / Models

Enable Charge Types

Manage Billing Document Configuration

Manage Invoice Rules and Templates

Invoice prefix & Numbering

Setup Taxation Code

use the import file (CSV) TaxRates_Import_File.csv

Payment Settings

Customize Payment Methods

Configure Accounting Rules

Accounting Rules

Segments

Additional Configurations

Configure GL Segmentation Rules

Field Label	API Name	Data Type	Required	Default value	Possible values	Description
is_viewable	is_viewable__c	Picklist	YES	1	1 0	Define if a product can be seen in the V4
max_rates	max_rates__c	Picklist	YES	15	15 100 1000 -1	Max number of V4 rateplans the product allows to have -1 means it does not apply to this product
max_rooms	max_rooms__c	Picklist	YES	15	15 100 1000 -1	Max number of V4 rooms the product allows to have -1 means it does not apply to this product
max_products	max_products__c	Picklist	YES	15	15 100 1000 -1	Max number of v4 sellable products the product allows to have -1 means it does not apply to this product
SortOrder	SortOrder__c	Picklist	YES	0	0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40	Sort order of the product, for display purpose

Field Label	API Name	Data Type	Required	Default value	Possible values	Description
bookingChannelId	bookingChannelId__c	text (5)	NO			Default booking channel ID applicable for Rate Plan. Used for CRS.
product_type	product_type__c	Text (25)	YES	First value	crs,pms airbnb administrative callback callback channelmanager channelmanager,spiderbooking4 spiderbooking crs crs,pms wbe channelmanager,pms channelmanager,crs discount duplicatechannel fax gateway meta pms rms setup sms fax spiderbooking discount spiderbooking4 duplicatechannel wbe	Declare the type of rateplan. This is used for the limitations
SortOrder	SortOrder__c	Picklist		0	0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40	Sort order of the product, for display purpose
isviewable	isviewable__c	Picklist	YES	1	0 1	Define if a rateplan can be seen in the V4
Mandatory	Mandatory__c	Picklist	YES	0	0 1	Define if the rateplan is mandatory for a product This is currently not used
Label	Label__c	Picklist	YES	First value	Administration V4Connectivity Communication Discount Commission Test	For display purpose, Declare what kind of rateplan this is
IncludedCountries	IncludedCountries__c	Text (255)	YES	{"Continent": "ALL"}		JSON that determine which countries can see this rateplan This is based on the list of Continent, SubContinent and Countries in the V4 database
ExcludedCountries	ExcludedCountries__c	Text (255)	YES	{}		JSON that determine which countries can not see this rateplan This is based on the list of Continent, SubContinent and Countries in the V4 database

Page Comparison

Versions Compared

Old Version 29

New Version Current

Key

3 Production tenants:

3 SANDBOX tenants:

General information

Product Fields (Non-Indexed)

Billing Rules

Enable Charge Types / Models

Enable Charge Types

Manage Billing Document Configuration

Manage Invoice Rules and Templates

Invoice prefix & Numbering

Setup Taxation Code

use the import file (CSV) TaxRates_Import_File.csv

Payment Settings

Customize Payment Methods

Configure Accounting Rules

Accounting Rules

Segments

Additional Configurations

Configure GL Segmentation Rules