- Module 1: System-Related Configurations
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Minimum Required Setups in Zuora Revenue
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DEMO: Zuora Revenue User Interface
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System Configurations
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Accounting Calendar
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DEMO: Setting Up the Accounting Calendar
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Accounting Structures
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DEMO: Setting Up Account Segments and Account Types in Zuora Revenue
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Currency Format
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DEMO: Setting up New Currencies in Zuora Revenue
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Profiles
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DEMO: Setting Up Profiles in Zuora Revenue
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Organizations
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DEMO: Setting Up a New Organization in Zuora Revenue
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Background Jobs
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DEMO: Setting Up Background Jobs in Zuora Revenue
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Labels
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DEMO: Labels in Zuora Revenue
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Additional Application Setups
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DEMO: Setting Up Different Functions in Zuora Revenue
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Revenue Books
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DEMO: Setting Up Revenue Books
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Lookups
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DEMO: Creating a Lookup
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Pre/Post Processor
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DEMO: Creating and Defining Pre/Post Processor
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Interface Setup
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DEMO: Setting Up the Interface in Zuora Revenue
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Error Setup
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DEMO: Setting Up an Error
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Email Templates in Zuora Revenue
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DEMO: Setting Up an Email Template
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Disclosure Aggregation
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DEMO: Setting Up Disclosure Aggregation
- Module 2: Programs/Jobs in Zuora Revenue
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Scheduled Jobs
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DEMO: Running an Ad Hoc Program
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DEMO: Scheduling Jobs in Recurring Intervals
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DEMO: Scheduling a Job When the Resubmit Type Is 'From the Start of the prior run'
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DEMO: Scheduling Job Groups
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DEMO: Scheduling a Job When Resubmit Type Is 'Completion of the Prior Run'
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Next Steps
Minimum Required System Settings in Zuora Revenue
Get to know more on the system configurations the Zuora Revenue
This course introduces you to Zuora Revenue’s user interface (UI) and the basic system-related settings that can be customized to meet business requirements. It also describes the steps involved in defining security, accounting structure, profiles, and other settings in Zuora Revenue.
By the end of this course, you’ll be able to:
- Identify the basic system level configurations required for using Zuora Revenue
- Configure system-related setups in Zuora Revenue on accounting calendar, labels or fields, currency, and profiles
- Enable or disable additional functions in Zuora Revenue
- Configure a program or job in Zuora Revenue
- Create job groups to schedule single or multiple programs in Zuora Revenue
IMPORTANT NOTE: Typically, system-related configurations are set up in Zuora Revenue during the implementation process. The videos in this course demonstrate these configurations and are to be viewed for informational purposes only. Please do not make any system-related configuration changes to your Zuora Revenue training application.