Assignment - By Attributes
Learn how to define and configure Assignment - By Attributes rules to map transaction lines to POB templates in Zuora Revenue.
Use the Assignment - By Attributes rule to map one transaction line to one single POB. You can define up to 10 Assignment - By Attributes rules. The rule is the most common approach that is used to assign POB templates.
Complete the following steps to define this type of assignment rule:
- Navigate to Policies > Performance Obligations .
- Click the left pointing arrow to open the side menu, and then click Assignment - By Attributes .
- Click the add new icon to add one attribute.
- Specify the attribute name and specify how to derive the POB name.
- In the POB Template column, select the appropriate POB template. Revenue treatment information is automatically populated.
- Add more attributes if necessary. Zuora Revenue can support up to 10 attributes to be configured.
- In the Seq column, edit the number to set the order of how the attributes are applied. A best practice is to place the more specific attribute on a higher level and place the more generic attribute on a lower level.
- Click the save icon to save your configuration.
You can create the assignment rules by uploading a spreadsheet, which can be created based on a provided template. Click Download to download the template as a spreadsheet, fill in the data and then click Upload to upload the spreadsheet again.
Zuora Revenue attempts the Assignment - By Attributes rule to assign POB templates. If none of these rules are applicable, Zuora Revenue then attempts the Assignment - By Item/SKU ID rule.