Orders Harmonization

This course explains the orders feature, orders harmonization, and the impact of various tasks for subscribe/amend customers moving to orders.

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About this course

Welcome to the Orders Harmonization course. This course will review orders and order actions as they compare to subscriptions and amendments and introduce you to the harmonization of the Zuora data model for subscribe/amend customers who want to move to orders.

By the end of this course, you’ll be able to:

  • Explain what Orders and Order Actions are
  • Describe the benefits of managing subscriptions with Orders
  • Describe the harmonization of Data Model that allows subscribe/amend customers to move to orders
  • Identify the impact of Orders harmonization on various tasks within Zuora Billing

Seat Time: 40 Minutes

Prerequisites: 

  • Zuora Billing fundamentals
  • Understanding of how subscriptions and amendments work in Zuora Billing

This course is for anyone who:

  • Wishes to understand the harmonized orders data model
  • Is moving from a subscribe/amend environment to an orders environment

If you don’t have orders harmonized tenant and would like to move to orders, please submit a support ticket @ support@zuora.com.

Click Enter/Start Course to begin the course.

Curriculum40 Minutes

  • Module 1: Overview of Subscription Management
  • Recap of Subscriptions and Amendments
  • What are Orders and Order Actions?
  • Scenario: How to Create and Modify the Subscription using Order and Order Actions?
  • Demo: How to Create and Modify the Subscription using Order and Order Actions?
  • Key Considerations for Creating an Order
  • Key Considerations for Previewing an Order and its Subscriptions
  • Demo: How to Preview an Order and its Subscriptions?
  • Order Metrics
  • Benefits of Orders-Enabled Zuora Environment
  • Module Recap
  • Module 2: Orders Harmonization
  • What is Orders Harmonization?
  • Comparison of Subscribe/Amend and Order/Order Actions Object Models
  • Impact of Harmonization on Creating and Managing Subscriptions - Through Zuora Billing UI
  • Demo: Impact of harmonization on creating and managing subscriptions - through Zuora Billing UI
  • Impact of Harmonization on Creating and Managing Subscriptions - Through Zuora Billing APIs
  • Impact of Orders Harmonization on Notifications/Callouts
  • Impact of Orders Harmonization on Reporting
  • Impact of Orders Harmonization in Data Query
  • Impact of Orders Harmonization in Workflow
  • Additional Enhancements for Existing Orders Customers
  • Module Recap
  • Module 3: End of Course
  • Rate This Course!
  • Next Steps

About this course

Welcome to the Orders Harmonization course. This course will review orders and order actions as they compare to subscriptions and amendments and introduce you to the harmonization of the Zuora data model for subscribe/amend customers who want to move to orders.

By the end of this course, you’ll be able to:

  • Explain what Orders and Order Actions are
  • Describe the benefits of managing subscriptions with Orders
  • Describe the harmonization of Data Model that allows subscribe/amend customers to move to orders
  • Identify the impact of Orders harmonization on various tasks within Zuora Billing

Seat Time: 40 Minutes

Prerequisites: 

  • Zuora Billing fundamentals
  • Understanding of how subscriptions and amendments work in Zuora Billing

This course is for anyone who:

  • Wishes to understand the harmonized orders data model
  • Is moving from a subscribe/amend environment to an orders environment

If you don’t have orders harmonized tenant and would like to move to orders, please submit a support ticket @ support@zuora.com.

Click Enter/Start Course to begin the course.

Curriculum40 Minutes

  • Module 1: Overview of Subscription Management
  • Recap of Subscriptions and Amendments
  • What are Orders and Order Actions?
  • Scenario: How to Create and Modify the Subscription using Order and Order Actions?
  • Demo: How to Create and Modify the Subscription using Order and Order Actions?
  • Key Considerations for Creating an Order
  • Key Considerations for Previewing an Order and its Subscriptions
  • Demo: How to Preview an Order and its Subscriptions?
  • Order Metrics
  • Benefits of Orders-Enabled Zuora Environment
  • Module Recap
  • Module 2: Orders Harmonization
  • What is Orders Harmonization?
  • Comparison of Subscribe/Amend and Order/Order Actions Object Models
  • Impact of Harmonization on Creating and Managing Subscriptions - Through Zuora Billing UI
  • Demo: Impact of harmonization on creating and managing subscriptions - through Zuora Billing UI
  • Impact of Harmonization on Creating and Managing Subscriptions - Through Zuora Billing APIs
  • Impact of Orders Harmonization on Notifications/Callouts
  • Impact of Orders Harmonization on Reporting
  • Impact of Orders Harmonization in Data Query
  • Impact of Orders Harmonization in Workflow
  • Additional Enhancements for Existing Orders Customers
  • Module Recap
  • Module 3: End of Course
  • Rate This Course!
  • Next Steps