Use cases of mapping order actions or amendments

The common use cases of how order actions or amendments in Zuora Billing are mapped to sales order actions in Zuora Revenue

Billing - Revenue Integration includes support for various use cases. The following table demonstrates how order actions or amendments are mapped to Zuora Revenue sales order actions:


Zuora Order Action/amendment	Termed subscription: Segment/charge behavior	Evergreen subscription: Segment/charge behavior	Zuora Revenue SO action
New Subscription	New Charge ID New Segment	New Charge ID New Segment with no End Date	New SO Line
New Product	New Charge ID New Segment	New Charge ID New Segment with no End Date	New SO Line
Amendment/Order Action - Price Change	Original Charge ID Existing Charge Segment with an End Date	Original Charge ID Existing Charge Segment with an End Date	Update Existing SO Line
Amendment/Order Action - Price Change	New Charge Segment with an End Date New Charge Version	New Charge Segment with no End Date New Charge Version	New SO Line
Amendment/Order Action - Quantity Change	Original Charge ID Existing Charge Segment with an End Date	Original Charge ID Existing Charge Segment with an End Date	Update Existing SO Line
Amendment/Order Action - Quantity Change	New Charge Segment with an End Date New Charge Version	New Charge Segment with no End Date New Charge Version	New SO Line
Renewal	Original Charge ID New Charge Segment with an End Date	Original Charge ID New Charge Segment with no End Date	New SO Line
Remove Product	Original Charge ID Bring forward Segment End Date	Original Charge ID Create Segment End Date	Update SO Line
Cancel	Original Charge ID Bring forward Segment End Date	Original Charge ID Create Segment End Date	Update SO Line
Terms and Conditions	Original Charge ID Extend or bring forward Segment End Date	Original Charge ID Extend or bring forward Segment End Date	Update SO Line
Suspend	Original Charge ID Bring forward Segment End Date	Original Charge ID Bring forward Segment End Date	Update SO Line
Resume	Original Charge ID New Segment	Original Charge ID New Segment	New SO Line
Owner Transfer	None	None	None

When creating a new subscription or amending an existing subscription in Zuora Billing, the number of the created SO lines depends on the discount type of rate plan charges:

For regular rate plan charges without discount, including one-time charges and recurring charges, each charge is mapped to one sales order (SO) line in Zuora Revenue.
For fixed amount discount charges, a charge is treated in Zuora Revenue as a new and stand-alone SO line that will not be allocated, regardless of how it is applied. This is done through extracting the Fixed Amount Discount amount from the Rate Plan Charge Tier data source from Zuora Billing.
For percentage discount charges, a charge can be mapped to multiple SO lines in Zuora Revenue depending on the number of transactions it is applied to. It ensures Zuora Revenue can correctly allocate the revenue against the charges that have been discounted.

See Charge Models for more information on rate plan charge models.

For more information on use cases of mapping order actions or amendments, refer to these articles:

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Use cases of mapping order actions or amendments

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