Mass Order Entry fields in amendment

This document provides details on the fields available in the Mass Order Entry template, including required fields and conditional entries based on tenant features and custom fields.

The following table describes the information that you can enter in the Mass Order Entry template:

Note:

The template you download may not include all the fields listed below, depending on which features your tenant is using. Also, if your tenant uses custom fields for Rate Plan Charges, the custom fields are included in the template.


Column	Required?	Description
(custom fields)	No	If you have created custom fields for Rate Plan Charge, download the template after creating them, and they will automatically appear in the template.
Subscription Code	Yes	Subscription Number (unique value). If there is more than one charge in the subscription, enter Prev for any subsequent lines for that subscription. Example: `aA-S00000127`.
Subscription Version	No	Leave this empty.
Account Number	No	Leave this empty.
Order Type	Yes	String defining the amendment type. Enter this information in the first line of the amendment only. If there is more than one charge in the amendment, please leave any subsequent lines empty for that amendment. Possible values are: `New Product` : Add a product type of amendment. `Update a Product` : Update a product of type amendment. `Remove a Product` : Remove an existing product type of amendment. `Renewal` : Renew a subscription in advance of the next renewal term start date. `Terms and Conditions`: Change the terms of a subscription. `OwnerTransfer`: Transfer the subscription to a different owner. Requires a valid account number for the new owner's account. Note that there is no space in "OwnerTransfer". `Cancellation`: Cancel a subscription. For this type of amendment, you must specify a Cancel Subscription Date.
Order Name (amendments only)	Yes	Name of the amendment
Initial Term	Conditional	Initial Term of the new Subscription. Only required for Terms and Conditions Amendment. Set to 1 or greater. If term type is EVERGREEN, must be empty.
Renewal Term	Conditional	Renewal Term of new Subscription. Only required for Terms and Conditions Amendment. Set to 1 or greater. If term type is EVERGREEN, must be empty.
Term Commitment	No	Leave this empty.
AutoRenew	Conditional	Specifies whether to automatically renew this subscription at the end of the term. Only required for Terms and Conditions Amendment. Possible values are `true` , `false` . TRUE if you want your subscription autorenew after the initial term expires. This is only applicable to TERMED subscriptions. For EVERGREEN subscriptions, leave empty.
Term Start Date	Conditional	Start of of the new subscription term, also used as the basis of renewal date. Only required for Terms and Conditions Amendment - otherwise leave empty. Enter a date in the format MM/DD/YYYY. If left empty, it will default to the Contract Effective Date once the subscription has been imported to Zuora.
Save as Draft	No	Leave this empty.
Contract Effective Date	Yes	Effective Date of the amendment, as MM/DD/YYYY.
Service Activation Date	Yes	Activation Date of the amendment, as MM/DD/YYYY.
Customer Acceptance Date	Yes	Date upon which the customer will accept the amendment, as MM/DD/YYYY.
Cancel Subscription Date	Conditional	Required if Order Type is `Cancellation` . Otherwise leave empty. Date upon which the Subscription will be canceled. Enter a date in the format MM/DD/YYYY. This corresponds to the Cancellation Effective Date in the Zuora UI.
Product SKU	Yes	Product SKU As entered in the product catalog. Using the extract of the product catalog, use an appropriate value from the SKU field on the Product tab. Example: `SKU-00000107`
Product Name	Yes	Product Name As entered in the product catalog. Using the data sources extract of the product rate plan charge (which includes data on the product, rate plan, and rate plan charge), use a value from the Product: Name field. It should correspond to the SKU. Example: `Ultimate Screen Capture`
Rate Plan ID	Yes	Internal Zuora rate plan ID Enter the rate plan ID, or leave empty. If left blank, this will be updated by Zuora based on the rate plan name provided in the next column. Using the data sources extract of the product rate plan charge (which includes data on the product, rate plan, and rate plan charge), use the value from the Product Rate Plan ID field. Example: `4028e6963716432e013733b3aaf36ea9`
Rate Plan Name	Yes	Rate plan name As entered in product catalog. Using the data sources extract of the product rate plan charge (which includes data on the product, rate plan, and rate plan charge), use the value from the Product Rate Plan Name field.
Rate Plan Component ID	Yes	Internal Zuora Rate Plan ID Enter the rate plan charge ID, or leave empty. If left blank, this will be updated by Zuora based on the charge name provided in the next column. Using the data sources extract of the product rate plan charge (which includes data on the product, rate plan, and rate plan charge), use the value from the Product Rate Plan Charge ID. Example: `4028e6963716432e013733b5b29273f3`
Charge Name	Yes	Product Rate Plan Charge Name As entered in the product catalog. Enter the charge name. Using the data sources extract of the product rate plan charge (which includes data on the product, rate plan, and rate plan charge), use the value from the Product Rate Plan Charge: Name.
Charge Description	No	Charge description. Leave empty or enter the charge description as it appears in the product catalog.
Price	No	Price being charged. Numeric with two decimal places. Example: `12345.67` .
Quantity	No	Units being charged Number only Enter if applicable to the charge type you are using. Some charges do not require Quantity.
# Periods To Prepay	No	Leave this empty.
Overage Included Units	No	Leave this empty. Enter if applicable to the charge type you are using.
Overage Price	No	Leave this empty.
Overage (Smoothing) # Periods	No	Leave this empty.
Accounting Code	No	Accounting code associated with your acting system.
Revenue Recognition Code	No	Enter the Revenue Recognition Code as configured on the charge line.
Revenue Recognition Trigger Date	No	Enter the Revenue Recognition Trigger Date as configured on the charge line. Possible values are as follows: Contract Effective Date Service Activation Date Customer Acceptance Date
Subscription Term Type	Yes	Specify TERMED or EVERGREEN
Overage Credit Back Option	No	Leave this empty.
Overage Credit Back Rate	No	Leave this empty.
Invoice Separate	No	Leave this empty. Also, this column may not be present in the template you download, depending on your tenant setting for the option "Enable Subscriptions to be Invoiced Separately". You cannot modify the "Invoice Separate" field through the Mass Order Entry feature. To modify it, you can use the Update a subscription operation.
Price Change Option	No	Leave this empty.
Price Increase Percentage	No	Leave this empty.
Use Discount Specific Accounting Code	No	Leave this empty.
Invoice Account Number	No	Leave this empty.
Destination Account Number	No	Leave this empty.
Destination Invoice Account Number	No	Leave this empty.
Usage Record Rating Option	No	Leave this empty.

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Mass Order Entry fields in amendment

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