Welcome to Zuora Product Documentation

Explore our rich library of product information

Enable regenerate booking transaction option

Learn how to enable the Regenerate Booking Transaction option by managing user roles and permissions.

To make the Regenerate Booking Transaction button available to a user, you have to enable the 'Manage OTR transaction regeneration permission' in the 'Manage Roles' section. To enable the setting,

  1. Click your username at the top right and navigate to Settings > Administration > Manage User Roles.
  2. On the Manage Roles page, select Billing from the View Role List oflist.
  3. Click the role name or view to manage permissions assigned to the selected role. The screen will display the selected role's Basic Information and Billing Permissions .
  4. Click the Edit button on the Billing Permissions section.
  5. Scroll down the screen and go to the Admin section.
  6. Click to select the Manage OTR Transactions Regeneration option.
  7. Click Save.

The user will be now able to see the Regenerate Booking Transaction option.