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Zuora Revenue

Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableRelease NotesBasicsEntitlementsSupport and policies
Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableRelease NotesBasicsEntitlementsSupport and policies

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Order To Revenue Reconciliation

Zuora Order to Revenue Transaction Reconciliation allows you to reconcile booking and billing transaction data for the current open accounting period, highlighting any variances in CPD.

Zuora Order to Revenue Transaction Reconciliation enables you to reconcile booking and billing transaction data for the current open accounting period. Note that this job only applies to Zuora Billing and Revenue data reconciliation when you have enabled OTR.

This job displays any variances in CPD along with the results. (CPD > Bookings and Billings)

Due to OTR’s real-time nature, there could be variances until all the transactions for the current open period are processed.

The booking reconciliation uses the combination of the subscription's last booking date within the current accounting period and the exclusion flags between booking transactions and revenue contract lines. On the other hand, the billing reconciliation uses the combination of document date and exclusion flags between billing transactions and revenue contract billings.

In case of variances, ensure 100% of the inbound for the current open accounting period is processed. If still there are variances even after processing the above, please submit a ticket.

You can initiate this job on demand or by or by scheduling. Complete the following steps to submit the program.

  1. Navigate to Reports > Schedule Jobs .
  2. Click the add icon (+) to schedule a new job. The Schedule Job/Job Groups window is displayed.
  3. In the Schedule Program tab, complete the following fields:
    Field nameDescription
    Schedule Job GroupThe switch toggle indicates whether you are going to schedule a series of programs to run.
    Program NameType Zuora Order to Revenue Transaction Reconciliation
    Job Group

    Select the target job group to run.

    Required only if the Schedule Job Group switch is set to Yes.

    To schedule a series of jobs to run, you must first create the job group by navigating to Setups > Application > Background Jobs > Job Groups.

    Start Date

    Required.

    Specify the start date and time for the program.

    End DateSpecify the end date and time for the program.
    Incompatible With AllThe switch toggle indicates whether the scheduled job or job group is incompatible with all.
    Resubmit Interval

    Select the time interval from the following options from the dropdown list:

    • Minute(s)

    • Hour(s)

    • Day(s)

    • Week(s)

    • Month(s)

    Resubmit Code

    Enter a number for the job submission frequency.

    The combination of the Resubmit Interval and Resubmit Code values determines the job submission frequency. For example, if the Resubmit Interval field is set to Day(s) and the Resubmit Code field is set to 2, the scheduled job will be submitted every other day.

    Resubmit Type

    The scheduling of the job is dependent on itself. Select one of the following options:

    • From the Start of the prior run

    • From the Completion of the prior run

  4. To submit the scheduled job, click Submit Job.
  5. A message indicating that the job has been submitted successfully is then displayed.

Last updated: November 6, 2025