Profiles
This document provides an overview of accessing and managing profiles in Zuora Revenue, including navigation instructions and profile categorization.
A spectrum of standard profiles is provided for you to configure various Zuora Revenue functionalities to meet your business requirements.
To access the profiles in Zuora Revenue, navigate to Setups > Application . Click the '<' icon to open the side menu and then click Profiles . All the profiles are listed on the Profiles page where you can view, edit or export these profiles.
Whenever a profile is updated, the new settings will be applied to the subsequently created revenue contracts only.
The profiles are categorized based on their purposes as listed in the following table.
|
Profile category |
Description |
|---|---|
|
Application |
Use the Application profiles to configure the application-level parameters. |
|
FV Analysis |
Use to FV Analysis profiles to specify how SSP Analyzer will select transactions and do calculations for SSP analysis. |
|
FV Calculation |
Use the FV Calculation profiles to configure the parameters that are related to revenue allocation, such as the allocation currency for multi-currency revenue contracts and whether to perform allocation for the lines within SSP range. |
|
Guidance |
Use the Guidance profiles to enable switch between current GAAP and future GAAP and to specify the version of current GAAP to be switched to. |
|
JE |
Use the JE profiles to enable validations for journal entries, such as account segment validation and exchange rate validation. |
|
Period |
Use the Period profiles to configure the parameters related to the open/close period actions, such as whether a closed period can be re-opened and the open/close period actions are applicable at the book level or at the organization level. |
|
Report |
Use the Report profiles to configure the high-level settings for the Zuora Revenue reports, such as the local directory to save the downloaded reports and the number of reports that can be run simultaneously. |
|
Security |
Use the Security profiles to configure the security-related settings and to integrate with Oracle EBS, such as the authentication scheme and the redirect URL from Oracle EBS. |
|
SSP |
Use the SSP profiles to configure the high-level SSP allocation behaviors in Zuora Revenue. |
|
SSP Analysis |
Use the SSP Analysis profiles to configure whether changes are allowed after SSP analysis is completed for an SSP batch. |
|
Transfer |
Use the Transfer profiles to configure the parameters that are related to the transfer accounting functionality. |