This document outlines the records generated during payment migration using the invoice settlement payments data model and details the changes to specific fields.

When payments are migrated using the invoice settlement payments data model, the following records are generated in the backend for the migrated payments and refunds.

• Application Group
• Payment Application
• Payment Application Item
• Payment Part
• Payment Part Item
• Refund Application
• Refund Application Item
• Refund Part
• Refund Part Item

These are only visible for non-Invoice Settlement users after enabling the Invoice Settlement Harmonization or Invoice Settlement feature. The CreatedBy and UpdatedBy fields are set to contain the original payment or refund value.

During migration, specific fields may go through changes.

1. The Balance field of the following objects are updated properly:

   • Invoice Item
   • Invoice Tax Item

2. The AppliedAmount field of the object Payment will be updated to reflect the portion of the payment applied to the invoice.

   Note: During the migration of Payments that align with the Invoice Settlement Payments data model, payment application records will be created at the Invoice Item level. To replicate the Payment application for historical payments, Zuora will use the default Payment application rule of ‘First in, First out.’

3. The UpdatedBy and UpdatedDate fields of the following objects are not changed:

   • Invoice Item
   • Invoice Tax Item
   • Account
   • Invoice
   • Payment
   • Refund
   Note: During the period of 2024-03-18–2024-03-20, a small subset of Legacy AR customers (Invoice Settlement Off) will notice the ‘UpdatedBy’ field changed to ‘ScheduledJobUser’ and ‘UpdatedOn’ date to be the migration time.