Mandatory fields of transactions

Upload different types of transaction lines, each with its own required fields to ensure proper processing

You can upload the following types of transaction lines to Zuora Revenue for processing. In the uploaded file, different fields are required by different types of transactions. If the mandatory fields are missing in the uploaded file, the transaction data cannot be correctly processed by Zuora Revenue. Click the following transaction type name below to find the mandatory fields for it.

SO (sales order)
INV (invoice)
CM (credit memo created)
CM-C (credit memo cancelation)
CM-R (credit memo for return)
CM-RO (credit memo for reduction order)
RORD (reduction order)
PORD (price change order)

Note:

The PORD transaction type is no longer used.
The Accounting Segment field is mandatory for all transaction types and will not be listed in the tables below.

SO (sales order)


Field name	Description
EXT_LST_PRC	Extended list price
EXT_SLL_PRC	Extended selling price
ORD_QTY	The quantity of the order
CURR	The currency of the order
F_CUR	The functional currency of the order
SO_LINE_ID	The ID of the sales order line
SO_DATE	The creation date of the sales order

INV (invoice)


Field name	Description
EXT_LST_PRC	Extended list price
EXT_SLL_PRC	Extended selling price
INV_QTY	The quantity of the invoice
ORD_QTY	The quantity of the order
CURR	The currency of the invoice
F_CUR	The functional currency of the invoice
INV_LINE_ID	The ID of the invoice
INV_DATE	The creation date of the invoice
INV_NUM	The invoice number

CM (credit memo created)


Field name	Description
EXT_SLL_PRC	Extended selling price
INV_QTY	The quantity of the invoice
CURR	The currency of the credit memo
F_CUR	The functional currency of the credit memo
INV_LINE_ID	The ID of the credit memo
INV_DATE	The creation date of the credit memo
INV_NUM	The invoice number

CM-C (credit memo cancelation)


Field name	Description
EXT_SLL_PRC	Extended selling price
INV_QTY	The quantity of the invoice
CURR	The currency of the credit memo
F_CUR	The functional currency of the credit memo
INV_LINE_ID	The ID of the credit memo
INV_DATE	The creation date of the credit memo
INV_NUM	The invoice number

CM-R (credit memo for return)


Field name	Description
EXT_LST_PRC	Extended list price
EXT_SLL_PRC	Extended selling price
INV_QTY	The quantity of the invoice
CURR	The currency of the credit memo
F_CUR	The functional currency of the credit memo
INV_LINE_ID	The ID of the credit memo
INV_DATE	The creation date of the credit memo
INV_NUM	The invoice number

CM-RO (credit memo for reduction order)


Field name	Description
EXT_SLL_PRC	Extended selling price
CURR	The currency of the credit memo
F_CUR	The functional currency of the credit memo
SO_LINE_ID	The ID of the sales order line
INV_LINE_ID	The ID of the credit memo
INV_DATE	The creation date of the credit memo
INV_NUM	The invoice number

RORD (reduction order)


Field name	Description
EXT_LST_PRC	Extended list price (a negative value)
EXT_SLL_PRC	Extended selling price (a negative value)
ORD_QTY	The quantity of the reduction order (a positive value)
CURR	The currency of the reduction order
F_CUR	The functional currency of the reduction order
SO_LINE_ID	The ID of the sales order line
SO_DATE	The creation date of the sales order line
ORIG_SO_LINE_ID	The ID of the original sales order line

PORD (price change order)