What are segments?

A segment is an association with a field on a Zuora object. You can configure segments that correspond to how you segment your business; for example, you might configure segments in Zuora that correspond to your product lines, subsidiaries, or customers.

After you have configured segments, data for these segments is automatically included in the following financial reports that you can export from Zuora:

• Accounts Receivable Detail Report

• Accounts Receivable Aging Reports

• Revenue Detail Report

Add segments to your GL Segmentation Rule to determine how your transactions are segmented into Summary Journal Entries when you perform a journal run.

The maximum number of active segments you can configure depends on your Zuora edition . If you are using the Enterprise or the Nine edition, you can have up to 15 active segments. If you have reached the segment limit, remove the inactive segments to add new segments. Note that you can create up to 10 active segments for each transaction type.

For steps on conguring segments, refer to Configure segments: Process.

Additional configurations

The Additional Configurations described below let you control the values that segments take in summary journal entries, the Revenue Detail Report, and Accounts Receivable Detail Report.

Discount segment value

You can set discount segment values to one of the following configurations:

• Always use the segment values from the Discount objects

• Always use the segment values from the objects that are discounted against

• Determine the segment values based on the discount flag in the Product Catalog

The configurations are described below.

Always use the segment values from the discount objects

Discounts always use their own segment values.

This configuration overrides the Use discount specific accounting codes, rule and segment to manage revenue setting of individual discount charges in the Product Catalog. See Manage Discount Charges for more information.

Always use the segment values from the objects that are discounted against

Discounts always use the same segment values as the objects that are being discounted. This configuration can be useful if you want to segment your discounts along the same dimensions as your revenue, while also mapping discounts and revenue to different accounting codes.

This configuration overrides the Use discount specific accounting codes, rule and segment to manage revenue setting of individual discount charges in the Product Catalog.

Determine the segment values based on the discount flag in the Product Catalog

Whether or not each discount uses its own segment values is determined by the Use discount specific accounting codes, rule and segment to manage revenue setting configured for that discount in the Product Catalog.

• If the setting in the Product Catalog is selected, the discount uses its own segment values.

• If the setting in the Product Catalog is not selected, the discount uses the segment values from the charges that it is being applied against.

Invoice owner segment value

This setting is useful if you configure different customer account owners for subscriptions and invoices . You can control whether Invoice Items, Invoice Item Adjustments, Taxation Items, and Taxation Item Adjustments use segment values from the customer account of the invoice owner or the subscription owner.

The default configuration is use segment values of invoice owner.

Revenue owner segment value

This setting is useful if you configure different customer account owners for subscriptions and invoices . You can control whether Revenue Event Items and Revenue Schedules use segment values from the customer account of the invoice owner or the subscription owner.

The default configuration is use segment values of invoice owner.