AI Order Entry
This topic provides an overview on upload and manage PDF orders using the Zuora Business Automation Dashboard, including feature availability and file requirements.
You can upload a PDF order from to Zuora Business Automation Dashboard, and an order form conversion assistant acting as an AI agent.
Feature availability
You can access this feature if the following conditions are met:
You must have access to the Zuora Business Automation Dashboard. For the required access, contact Zuora Global Support.
Your tenant type is Orders Harmonization or Orders.
You must have the API Write Access platform permission.
If your order form includes ramp deals, set Enable Ramp for Orders to Yes in default order settings.
File requirements
Your uploaded file must meet the following requirements:
Your uploaded file is expected to include the following information:
Client account name and currency
Client's contact details
Agreed charges and prices
Contract terms
Payment terms
Bill-to contacts
If your uploaded file includes custom fields on the Account, Subscription, and Order objects, you must submit a request at Zuora Global Support to enable the extraction of custom fields. Otherwise, the order form import assistant will not extract the custom fields from the file.
Requirements for the data in the order form file:
Charge names should match those in the catalogs.
Custom field names must exist in Zuora Billing, and the data types of the custom fields must comply with those in Zuora Billing.