Prerequisites

• Enable Invoice Settlement, Orders, and Orders Harmonization settings.

• If the Enhanced Order to Revenue (Enhanced OTR) feature is active in an integrated Zuora Revenue environment, use consistent accounting periods across all Org Units. You cannot configure accounting periods at the Org Unit level in Zuora Revenue when Enhanced OTR is active.

Activate Zuora Multi-Org for an existing tenant

To activate Zuora Multi-Org on an existing tenant, see Single Tenant upgrade scenario.

Sandbox access

Access your Sandbox environment (SBX) using the activation email sent by Zuora Support or by your Super Admin.

By default, you sign in to the Org Unit to which you have access to. This Org Unit can be at the branch level (for example, Central Europe in the Org Hierarchy shown earlier) or at the leaf level (for example, France). If you are a user at the branch level, you can use the context switch to move between the parts of the Org Hierarchy that you are assigned to and to perform operations within the scope of that hierarchy.