Learn how to associate customer accounts with legal entities using custom objects in Zuora, and display entity-specific information on invoices.

1. Define a custom object named LegalEntity to store the legal entity information. The custom object has a custom field called Account__c with Field Type as Relationship , Namespace as com_zuora , and Object Name as Account . The relationship between the custom object LegalEntity and its related object Account is many-to-one, although one Account object is related to only oneLegalEntity object. The following table lists the structures of the custom object. The EntityNumber__c and Account__c fields are filterable.

   ID	Entity Name (EntityName__c)	Entity Number (EntityNumber__c)	Account (Account__c)
   0f9e8dc6-4256-4185-805a-efbb761245a4	Legal Entity USA	100001	2c92c8fe79652c000179683d2c1f122d
   0f9e8dc6-4256-4185-805a-efbb761245a5	Legal Entity UK	100002	2c92c8fb783a5faa01783ae11bdc0731
   0f9e8dc6-4256-4185-805a-efbb761245a9	Legal Entity APAC	100003	2c92c8fb7d2c85e1017d2d18bd9d0cda

2. To display entity names on invoices, use the following example: {{#Account.default__legalentities|First(1)}} {{EntityName__c}} {{/Account.default__legalentities|First(1)}} In the preceding example, Account.default__legalentities refers to the custom object list, and the First function returns the first one record.
3. To display tax information by entity number, use the following example: {{#Invoice}} {{#Account.default__legalentities|First(1)}} {{Cmd_Assign(VarEntityNumber,EntityNumber__c,True)}} {{/Account.default__legalentities|First(1)}} {{#Wp_Eval}}"{{VarEntityNumber}}" == "100001" ? "show Legal Entity USA tax info" : ""{{/Wp_Eval}} {{#Wp_Eval}}"{{VarEntityNumber}}" == "100002" ? "show Legal Entity UK tax info" : ""{{/Wp_Eval}} {{/Invoice}} The preceding example assigns EntityNumber__c to a global variable, and uses the global variable in later expressions. The expressions evaluate entity numbers, and show tax information appropriately. For more information, see Variables and Expressions.
4. To display the custom fields of a custom object in a table, use the following example: {{#Invoice.Account.default__legalentities|First(1)}} {{EntityName__c}} {{/Invoice.Account.default__legalentities|First(1)}} In a Data Table component, assume that you select InvoiceItems as Table Object . Then, you can add a new column with Advanced Options set to on, and use the preceding merge field example for the column. For more information, see Configuring data tables in HTML invoice templates.