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Define multiple configurations

Learn how to define and manage multiple organizations in Zuora Revenue, including enabling, disabling, and adding new organizations.

Complete the following steps to define multiple organizations in Zuora Revenue:

  1. Log in to Zuora Revenue as an administrator and navigate to Setups > Application .
  2. Click the left pointing arrow to open the side menu and click Organization . The Organization page is opened. By default, one organization named DEFAULT is defined and enabled.
  3. Disable the DEFAULT organization by toggling the Enabled switch to No , and save the change by clicking the Save button. .
  4. To add one organization or operating unit, click the plus icon and specify the following details for the new organization in the row.

    Column

    Description

    Organization #

    The number of the organization or operating unit. If Zuora Revenue is integrated with Oracle ERP, this is the same number that you defined in Oracle ERP.

    Organization/Operating Unit

    The name of the organization or operating unit. This name will be used as a filter when you run a report or start a predefined program in Zuora Revenue.

    Enabled

    Toggle this switch to Yes to enable the current organization or operating unit.

  5. Repeat the previous step to add more organizations as you need.
  6. Save your changes by clicking the Saveicon.

The following graphics shows an example of four organizations that are defined and enabled in Zuora Revenue.

multi-org.png