GL Segmentation 2.0 enablement
Learn about enabling GL Segmentation 2.0
Enabling GL Segmentation 2.0 includes two steps:
Enable T9 permission for GL Segmentation 2.0
Configure segments and accounting codes
Enable T9 permission for GL Segmentation 2.0
Zuora Support enables the T9 permission.
After enabling T9 permission, if you are already using GL Segmentation 1.0, that is, if you have configured segmentation labels and segmentation rules, then the application will automatically migrate the current active segmentation rule to GL Segmentation 2.0 segments.
The migrated segments will be in draft status and you need to edit and finish the segmentation configuration. As GL Segmentation 2.0 is not compatible with Segmentation 1.0, the migration only helps reduce some configuration work. You must always design segmentation carefully.
Configure segments and accounting codes
Configure segments and accounts codes in Settings > Finance > Manage Chart of Accounts. You must:
Configure segments and corresponding gl code mappings.
Set segment delimiter.
Configure accounting codes. Make sure every accounting code has GL Account Number configured (mandatory for GL Segmentation 2.0).
Configure accounting code associations.
After you complete step 2, save and publish segments. Then, new triggered journal runs and trial balance runs will start to use GL Segmentation 2.0.
GL Segmentation 2.0 only supports tenants with T9 permission Invoice Settlement enabled.
GL Segmentation 2.0 does not support legacy transactions:
Invoice Adjustments
Invoice Item Adjustments
Credit Balance Adjustments
Revenue Event Items
All accounting codes must configure GL Account Number and length limit to 10 characters.
System ID must start with a letter, contain only letters, numbers, or _, and end with __s.
If invalid system IDs have already been created,) then Zuora Support can fix it via a hidden URL:
apps/FinanceInternalPage.do?method=fixSegmentSystemIds&tenantId=<tenant-id>
Must configure GL code mappings for segments.