- Module 1: Search, Find, and View Revenue Contract in the Workbench
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Workbench: An Overview
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DEMO: Searching Revenue Contracts
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Performing Various Actions on a Revenue Contract in Workbench
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Viewing Details of a Revenue Contract in Workbench
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DEMO: Viewing Details of a Revenue Contract in Workbench
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DEMO: Approving a Revenue Contract
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DEMO: Configuring the Layout of a Revenue Contract
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DEMO: Applying and Releasing Holds on Revenue Contracts
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DEMO: Deferring/Releasing Revenue from Revenue Contracts
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DEMO: Linking/Delinking Lines from a Revenue Contract
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DEMO: Viewing Orphan Transactions
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DEMO: Manually Creating a Revenue Contract
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DEMO: Generating a Customized Waterfall Layout
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DEMO: Creating Batches for Data Collection
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DEMO: Managing Mass Action
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DEMO: Bulk Approvals for Revenue Release
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DEMO: Releasing Holds on a Revenue Contract
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Module recap
- Module 2: Try It On Your Own
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Use Case 1: Upload Transactions and Verify Revenue Release Schedules Using Waterfall
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DEMO: Use Case 1
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Use Case 2: POB Upon Billing
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DEMO: Use Case 2
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Use Case 3: Releasing Revenue Manually
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DEMO: Use Case 3
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Use Case 4: Recognize Revenue
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DEMO: Use Case 4
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Use Case 5: Delink a POB and Create a Manual RC
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DEMO: Use Case 5
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Use Case 6: Manually Release a Hold at RC Level
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DEMO: Use Case 6
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Next Steps
Zuora Revenue Workbench
This course describes how businesses can define POBs based on ASC-606 and IFRS-15 and how to configure different POB templates and associate them with transaction lines.
Welcome to the Zuora Revenue Workbench course. This course describes the data collection process through the release of revenue and other operations that can be performed on transactions from the Zuora Revenue Workbench.
By the end of this course, you’ll be able to:
- Create batches for collecting transactions
- View different types of information about revenue contracts in the Workbench
- Analyze released and unreleased revenue, revenue schedules, carve adjustments, timeline, and contract modifications in the Workbench
- Perform various tasks on lines, POBs, and revenue contracts in the Workbench
Click the Register Now button above to start.