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Marking Services Delivered for Training Product

hi!  We are adding a new product to our catalog for on-site training.  We can't recognize the revenue until the training has been delivered, and I was wondering if there was a way to mark the training as "fulfilled" within Zuora.  We'd like to eventually automate revenue recognition through Zuora and it would be cool if we could mark the product as fulfilled on the date the services are delivered.

Thanks!

2 REPLIES 2
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Zuora Staff

Re: Marking Services Delivered for Training Product

Take a look at this page in the KC, specifically the second beginning with, 'Specific recognition date':

https://knowledgecenter.zuora.com/CC_Finance/Revenue_Recognition/G_Revenue_Schedules/G_Distribute_Re...

 

So while there's no explicit 'fulfilled' field you can distribute revenue on a specified date. If you wish you can automate this and so when the training is flagged as completed in another system that system could call Zuora's API to invoke the distribution. More on the API call is here:

https://knowledgecenter.zuora.com/DC_Developers/C_REST_API/B_REST_API_reference/Revenue_Schedules/Di...

 

Hope this helps, let me know if you have questions or concerns.

Richard

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Master

Re: Marking Services Delivered for Training Product

This is awesome, thank you!  I think this is exactly what I needed...time will tell.  I appreciate the help!!