Distribute revenue
Learn how to distribute revenue
You can distribute or change the distribution of revenue amounts in any open accounting period. The article explains how to manually distribute revenue.
About revenue distribution
You can manually distribute revenue into any open accounting period. Manual distribution is allowed on auto-created revenue schedules and manually created revenue schedules.
Redistribute revenue schedule in the closed accounting period.
You can redistribute revenue schedules into open Accounting Periods. The offset revenue recognition will be generated automatically in the next open accounting if you choose the automatic distribution method. No matter how it's re-distributed, existing revenue event items in the closed accounting period keep the same, and Zuora generates corresponding new revenue event items in the open accounting period.
Suppose a portion of the redistribution date range falls into closed Accounting Periods. In that case, any revenue associated with closed Accounting Periods will be instead distributed to the next open Accounting Period, along with the offset revenue recognition.
Distribute revenue amounts when you need to:
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Move undistributed revenue from an open-ended period to an open accounting period.
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Manually distribute revenue on a subscription charge that uses a manual recognition rule.
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Adjust revenue amounts in open accounting periods.
You cannot re-distribute revenue schedules with 0 amount across accounting periods.
To distribute revenue, the following are required:
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The revenue schedule is created.
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The accounting period must be open.
You can distribute revenue through the Zuora UI or through REST APIs. The rest of this article explains how to distribute revenue using the Zuora UI.
See Distribute revenue across accounting periods or Distribute revenue by recognition start and end dates for more information on using REST API calls to distribute revenue.
Finance Roles
for more information.To know how to distribute revenue, refer to How to distribute revenue.
Revenue distribution field descriptions
For revenue distribution field descriptions, refer to these topics:
Distribute revenue from the open-ended accounting period into newly-created accounting periods
When you distribute revenue across a date range that does not have an accounting period defined, the revenue is placed in the Open-Ended accounting period. Once you create an accounting period, you can move revenue out of the Open-Ended accounting period into the accounting period you just created.
Navigate to Finance > Accounting Periods and click Distribute revenue from Open-Ended accounting period on the right-side pane under the Action section.
Any revenue in the Open-Ended accounting period that should be recognized in the new accounting period is distributed automatically. This operation does not affect revenue schedules from which you have manually distributed revenue, even if the revenue schedule still has remaining undistributed revenue. The remaining revenue must be distributed manually.
To know about revenue distribution calculation, refer to Revenue distribution calculation.