home

Zuora Platform

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

Welcome to Zuora Product Documentation

Explore our rich library of product information

Show Contents

thumbnailZuora Platform

Data source reference

Revenue Schedule Item Debit Memo Item data source

Data source to export revenue schedule item debit memo item data

Use this data source to export revenue schedule item debit memo item data.

Accessing the data source

​ Navigation: Reporting > Data Sources and select Revenue Schedule Item Debit Memo Item as the data source.

Note:

Although this data source is available if you have the Zuora Finance - Revenue feature enabled, it is related to the Invoice Settlement feature.

Zuora strongly recommends that you use this data source when you have both the Zuora Finance - Revenue and Invoice Settlement features enabled.

Data source detail

The following sections provide data source details.

Base object description

Descriptions for the base Zuora object.

Zuora ObjectDescription
Revenue Schedule Item Debit Memo Item

The revenue schedule item - debit memo item. It includes the following fields:

  • Amount
  • Created By ID
  • Created Date
  • Currency
  • ID
  • Updated By ID
  • Updated Date

Descriptions for related Zuora objects are listed in alphabetical order.

Zuora ObjectDescription
Account

The customer account information. Note this is the Subscription Owner account.

Accounting Period

Periods of time that represents the financial calendar of your company. Used to assist with accounting close activities and financial reporting. Contains the following fields:

  • Created By ID
  • Created Date
  • End Date
  • Fiscal Quarter
  • Fiscal Year
  • ID
  • Name
  • Notes
  • Start Date
  • Status
  • Updated By ID
  • Updated Date
AmendmentThe amendment that is tied to the rate plan charge, if applicable.
Bill To

The contact associated with the account to whom your product or service is billed.

Debit Memo

Debit memos that you issued to your customers to increase the amount your customers owed you. It includes the following fields:

  • Amount Applied By
  • Amount Applied To
  • Balance
  • Cancelled By Id
  • Cancelled On
  • Comments
  • Created By ID
  • Created Date
  • Debit Memo Date
  • Memo Number
  • Discount Amount
  • Due Date
  • ID
  • Posted By ID
  • Posted On
  • Reason Code
  • Source
  • Status
  • Target Date
  • Tax Amount
  • Total Amount
  • Total Amount Without Tax
  • Total Tax Exempt Amount
  • Transferred To Accounting
  • Updated By ID
  • Updated Date
Debit Memo Item

Line items on debit memos. It includes the following fields:

  • Amount Without Tax
  • Applied To Others Amount
  • Be Applied By Others Amount
  • Charge Date
  • Created By ID
  • Created Date
  • Description
  • ID
  • Processing Type
  • Quantity
  • SKU
  • Service End Date
  • Service Start Date
  • Tax Amount
  • Tax Code Name
  • Tax Exempt Amount
  • Tax Mode
  • Unit Of Measure
  • Unit Price
  • Updated By ID
  • Updated Date
Default Payment Method

The default payment method used to make payments.

Deferred Revenue Accounting Code

Accounting code for deferred revenue. Contains the following fields:

  • Category
  • Created By ID
  • Created Date
  • GL Account Name
  • GL Account Number
  • ID
  • Name
  • Notes
  • Status
  • Type
  • Updated By ID
  • Updated Date
Entity

The entity that the data relates to. Part of the Multi-entity feature. Contains the following fields:

  • Address 1
  • Address 2
  • City
  • Country
  • Created By ID
  • Created Date
  • Display Name
  • Email
  • ID
  • Name
  • Postal Code
  • State
  • Updated By ID
  • Updated Date
Parent Account

Refers to the parent account associated with the customer account, if applicable.

Product

The product information. Contains the following fields:

  • AllowFeatureChanges
  • Category
  • Created By ID
  • Created Date
  • Description
  • Effective End Date
  • Effective Start Date
  • ID
  • Name
  • NetSuite Integration ID
  • NetSuite Integration Status
  • NetSuite Item Type
  • NetSuite Sync Date
  • SKU
  • Updated By ID
  • Updated Date
Product Rate Plan

The rate plan coming from the product catalog. Contains the following fields:

  • Created By ID
  • Created Date
  • Description
  • Effective End Date
  • Effective Start Date
  • ExternalldSourceSystem
  • Grade
  • ID
  • Name
  • Updated By ID
  • Updated Date
Product Rate Plan Charge

The product rate plan charge information coming from the product catalog. Contains the following fields:

  • Accounting Code
  • Apply Discount To
  • Bill Cycle Day
  • Bill Cycle Type
  • Billing Period
  • Billing Period Alignment
  • Billing Timing
  • Charge Model
  • Charge Type
  • Created By ID
  • Created Date
  • Default Quantity
  • Deferred Revenue Account
  • Description
  • Discount Level
  • End Date Condition
  • ID
  • Included Units
  • Legacy Revenue Reporting
  • List Price Base
  • Max Quantity
  • Min Quantity
  • Name
  • Number Of Period
  • Overage Calculation Option
  • Overage Unused Units Credit Option
  • Price Change Option
  • Price Increase Percentage
  • Rating Group
  • Recognized Revenue Account
  • Revenue Recognition Code
  • Revenue Recognition Rule Name
  • Revenue Recognition Trigger
  • Smoothing Model
  • Specific Billing Period
  • Tax Code
  • Tax Mode
  • Taxable
  • Trigger Event
  • UOM
  • Up To How Many Periods
  • Up To Periods Type
  • Updated By ID
  • Updated Date
  • Usage Records Rating Option
  • Use Discount Specific Accounting Code
  • Use Tenant Default For Price Change
  • Weekly Bill Cycle Day
Rate Plan

Refers to the rate plan or pricing plan information associated with the subscription. Contains the following fields:

  • Amendment Type: Note that a filter on this field using the unequal operator cannot return those Rate Plan records with a blank Amendment Type field.
  • Created By ID
  • Created Date
  • Externally Managed Plan ID: a text field. This field indicates the unique identifier of a rate plan purchased on a third-party store.
  • ID
  • Invoice Owner ID: the invoice owner ID of the subscription that contains the rate plan
  • Name
  • Original Rate Plan ID: the original ID of the subscription rate plan, which is the ID of the subscription rate plan in the version-1 subscription
  • Subscription Owner ID: the subscription owner ID of the subscription that contains the rate plan
  • Subscription Rate Plan Number
  • Updated By ID
  • Updated Date
Rate Plan Charge

The charge information associated with the subscription. Contains the following fields:

  • Accounting Code
  • Apply Discount To
  • Bill Cycle Day
  • Bill Cycle Type
  • Billing Period
  • Billing Period Alignment
  • Billing Timing
  • Charge Model
  • Charge Number
  • Charge Type
  • Charged Through Date
  • Created By ID
  • Created Date
  • DMRC
  • DTCV
  • Description
  • Discount Level
  • Effective End Date
  • Effective Start Date
  • End Date Condition
  • ID
  • Invoice Owner ID: the invoice owner ID of the subscription that contains the rate plan charge
  • Is Last Segment
  • Is Processed
  • List Price Base
  • MRR
  • Name
  • Number of Periods
  • Original ID
  • Overage Calculation Option
  • Overage Unused Units Credit Option
  • Price Change Option
  • Price Increase Percentage
  • Processed Through Date
  • Quantity
  • Rating Group
  • Revenue Recognition Code
  • Revenue Recognition Rule Name
  • Revenue Recognition Trigger Condition
  • Segment
  • Specific Billing Period
  • Specific End Date
  • Subscription Id: the ID of the subscription that contains the rate plan charge
  • Subscription Owner ID: the subscription owner ID of the subscription that contains the rate plan charge
  • TCV
  • Trigger Date
  • Trigger Event
  • Unit of Measure
  • Up To Periods
  • Up To Periods Type
  • Updated By ID
  • Updated Date
  • Version
  • Weekly Bill Cycle Day
Recognized Revenue Accounting Code

Accounting code for recognized revenue. Contains the following fields:

  • Category
  • Created By ID
  • Created Date
  • GL Account Name
  • GL Account Number
  • ID
  • Name
  • Notes
  • Status
  • Type
  • Updated By ID
  • Updated Date
Revenue Charge Summary

Revenue summary for the subscription charge. Contains the following fields:

  • Created By ID
  • Created Date
  • Currency
  • ID
  • Notes
  • Revenue Summary Charge Number
  • Updated By ID
  • Updated Date
Revenue Schedule Debit Memo Item

Revenue event that is associated with a debit memo item. It includes the following fields:

  • Amount
  • Created By ID
  • Created Date
  • Currency
  • Exchange Rate Date (only available if you have the Currency Conversion feature enabled)
  • ID
  • Linked Transaction Date
  • Linked Transaction Number
  • Linked Transaction Type
  • Notes
  • Recognition Rule Name
  • Reference Id
  • Revenue Schedule Date
  • Revenue Schedule Number
  • Revenue Schedule Recognition End
  • Revenue Schedule Recognition Start
  • Undistributed Unrecognized Revenue
  • Updated By ID
  • Updated Date
Revenue Schedule Item Debit Memo Item FX Data

Contains Home Currency and Reporting Currency information.

To enable this option, submit a request at Zuora Global Support.

Sold To

The contact associated with the account to whom your product or service is sold.

Subscription

The subscription to which the rate plan is associated. Contains the following fields:

  • Auto Renew
  • Cancelled Date
  • Contract Acceptance Date
  • Contract Effective Date
  • Cpq Bundle Json ID
  • Created By ID
  • Created Date
  • Creator Account ID
  • Creator Invoice Owner ID
  • Current Term
  • Current Term Period Type
  • ID
  • Initial Term
  • Initial Term Period Type
  • Invoice Owner ID
  • Invoice Separate
  • Name
  • Notes
  • Opportunity Close Date
  • Opportunity Name
  • Original Created Date
  • Original ID
  • Previous Subscription ID
  • Quote Business Type
  • Quote Number
  • Quote Type
  • Renewal Setting
  • Renewal Term
  • Renewal Term Period Type
  • Service Activation Date
  • Status
  • Subscription End Date
  • Subscription Start Date
  • Term End Date
  • Term Start Date
  • Term Type
  • Updated By ID
  • Updated Date
  • Version

Last updated: December 5, 2025