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Configure custom fields

Learn how to configure custom fields for prepaid and drawdown charges in Zuora.

Custom fields will be used in the configuration of prepaid and drawdown charges.

  1. In your Zuora tenant, navigate to Settings > Billing > Manage Custom Fields.
  2. Add custom fields for Prepaid Drawdown. See Manage Custom Fields for information on how to create custom fields. Note that when creating a new custom field for Prepaid Drawdown, do not select the Required and UI Read Only checkboxes.
    1. Navigate to Account Fields > Account Custom Fields and Relationships (Non-Indexed) > add new field .
    2. Add the following custom field:

      Field Type

      Field Label

      Length

      Text

      PPDD Balance

      255

    3. Navigate to Subscription Fields > Subscription Custom Fields and Relationships (Non-Indexed) > add new field .
    4. Add the following custom field:

      Field Type

      Field Label

      Length

      Text

      PPDD Balance

      255

    5. Navigate to Product Rate Plan Charge Fields > Product Rate Plan Charge Custom Fields and Relationships (Non-Indexed) > add new field .
    6. Add the following custom Product Rate Plan Charge fields:

      Field Type

      Field Label

      Picklist Values

      Picklist

      PPDD Use Prepayment On Taxes

      Yes

      No

      Picklist

      PPDD Use Prepayment On Discounts

      Yes

      No

      Picklist

      PPDD Ignore Discount For Balance Calculations

      No

      Yes

      Picklist

      PPDD Allow Negative Prepaid Balance

      Yes

      No

      Picklist

      PPDD Balance Location

      Account Subscription

      Picklist

      PPDD Type

      Prepayment Drawdown

      Picklist

      PPDD Ignore Negative Invoice Items

      No

      Yes

      Text

      PPDD Reason Code

      255

      Text

      (Optional) PPDD Deferred Accounting Code Override

      255

      Text

      (Optional) PPDD Recognized Account Code Override

      255