- Module 1: Event Setups in Zuora Revenue
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Events: An Overview
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Out-of-the-Box Release Events
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Customized Events in Zuora Revenue
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Defining Event Data for an Event Setup
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Cumulative and Non-Cumulative Event Data
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Budgeted Hours or Budgeted Cost Event
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Module recap
- Module 2: Setting Up Events in Zuora Revenue
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Event Setup in Zuora Revenue
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DEMO: Creating an Event: Revenue Release Event Based on Amount
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DEMO: Associating the Revenue Release Event with a POB
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DEMO: Verifying an Event Setup
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DEMO: Creating an Event Template
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DEMO: Web Service Template (One Template for All Events)
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DEMO: Processing an Event to Release Revenue by Amount
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Errors During File Upload and Event Processing
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DEMO: Associating the Hold Event with Holds and Approvals
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Module Recap
- Module 3: Try It On Your Own
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Exercise 1: Release Revenue as Percent
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Exercise 1 Demo
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Exercise 2: Event by Quantity
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Exercise 2 Demo
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Exercise 3: Budgeted Cost/Hours
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Exercise 3 Demo
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Next Steps
Course 1 - Managing Events in Zuora Revenue
This course will describe what constitutes an event, how events are configured, and what impact they have on releasing revenue related to revenue contracts.
Welcome to Managing Events in Zuora Revenue, the first course in the Events, Holds, and Approvals in Zuora Revenue Learning Path. This course will describe what constitutes an event, how events are configured, and what impact they have on releasing revenue related to revenue contracts.
By the end of this course, you’ll be able to:
- Identify different types of events in Zuora Revenue
- Configure event methods to release revenue, cost, or holds, and defer revenue for a transaction line
- Assign events to POB templates or revenue holds
- Upload event data to release and recognize revenue, cost, or holds
Click the Register Now button above to start.