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How to modify Usage records from the UI?

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Community Manager

Re: How to modify Usage records from the UI?

Scenario:

Usage has been uploaded, maybe it has been processed already, but we'd like to update these records.

Solution:

If you'd like to delete / update uploaded usage for a specific account, you can do so by simply clicking view all in the Usage section of the Account screen. 

This will get you to the Usage list screen. Here, you can click on the Pending Process status of a usage record, and delete / update it.

Updateable fields: UOM, Quantity, Start Date, End Date, Description

usg3.JPG

In case you'd like to delete / update a record that's already Processed, you'll need to find the invoice where the Service Period for the charge covers the Start Date of the usage, and use the Cancel Post feature on the invoice screen.

(Please note, invoices that has been already sent to your Accounting system should not be un-posted as this could cause inconsistencies in your financial records. It's best to check with a financial decisionmaker if you're allowed to un-post an invoice before doing so).

After you've un-posted the relevant invoice, the usage record in question will revert to Pending Process status and can be modified once again, till you re-invoice the given period.

Supporting references:

https://knowledgecenter.zuora.com/CB_Billing/J_Billing_Operations/I_Usage



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1 REPLY 1
Highlighted
Community Manager

Re: How to modify Usage records from the UI?

Scenario:

Usage has been uploaded, maybe it has been processed already, but we'd like to update these records.

Solution:

If you'd like to delete / update uploaded usage for a specific account, you can do so by simply clicking view all in the Usage section of the Account screen. 

This will get you to the Usage list screen. Here, you can click on the Pending Process status of a usage record, and delete / update it.

Updateable fields: UOM, Quantity, Start Date, End Date, Description

usg3.JPG

In case you'd like to delete / update a record that's already Processed, you'll need to find the invoice where the Service Period for the charge covers the Start Date of the usage, and use the Cancel Post feature on the invoice screen.

(Please note, invoices that has been already sent to your Accounting system should not be un-posted as this could cause inconsistencies in your financial records. It's best to check with a financial decisionmaker if you're allowed to un-post an invoice before doing so).

After you've un-posted the relevant invoice, the usage record in question will revert to Pending Process status and can be modified once again, till you re-invoice the given period.

Supporting references:

https://knowledgecenter.zuora.com/CB_Billing/J_Billing_Operations/I_Usage



Subscribe to Zuora System Updates at Zuora Trust
Follow Zuora Global Support on Twitter and LinkedIn

View solution in original post