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How to use the link and delink functionality in the old UI?

Question:
In the old UI, how can I perform the link or delink operations at the line/POB/RC level?

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Zuora Documentation

Re: How to use the link and delink functionality in the old UI?

Answer:

The instructions about how to delink or link in the old UI are provided below. For corresponding information about the new UI, see Delink and Link.

 

Delink

To delink a line, POB, or RC, complete the following steps:

  1. Navigate to Workbench > Revenue Contracts.
  2. In the Search tab, input your search criteria to find the target RC and then click Search.
  3. In the Results section, right-click the target RC that contains the lines to be delinked and then click View Revenue Contract. The Revenue Contract page is displayed with all the details about the selected RC.
  4. Click the Transactions tab.
  5. If the RC is in freeze mode, unfreeze it before you proceed to the next step:
    1. Click the menu icon and then click Unfreeze > Retain Allocations.
    2. In the pop-up window, confirm the unfreeze operation and click Yes.unfreeze.png
  6. Click the menu icon and then click Delink. The Delink window is displayed. delink.png
    Fast track: If you want to delink only one POB line, click the menu icon on the target POB line and then click Delink POB. After that, proceed to Step 8.
  7. Select the appropriate level for the Delink Method field to perform the delink operation:
    • To delink the RC, select RC and click Delink.
    • To delink one or more POBs, select POB,  and select the checkbox for the POBs to be delinked from this RC, and then click Delink.
    • To delink one or more lines, select Line, select the checkbox for the lines to be delinked from this RC, and then click Delink.
  8. In the Delink Comments window, provide your comments and then click OK.

The selected lines, POBs, or RC are delinked and become orphan transactions. If you delinked an RC, the RC ID becomes a negative value.

 

Manually Create RC

When you have orphan transactions, you can either create a new RC for the orphan transactions or link the orphan transactions to an existing RC.

To manually create an RC, complete the following steps:

  1. Navigate to Workbench > Revenue Contracts.
  2. Click Create Manual RC.
  3. In the Create Manual RC tab, select the appropriate RC grouping template from the Grouping Template list.
  4. Select the RC, POBs, or lines from different tabs in the same window and then click Create.
  5. In the Link Comments window, provide your comments and then click OK.

A new RC is created.

 

Link

When you have orphan transactions, you can either create a new RC for the orphan transactions or link the orphan transactions to an existing RC.

To manually create an RC, complete the following steps:

  1. Navigate to Workbench > Revenue Contracts.
  2. In the Search tab, input your search criteria to find the target RC and then click Search.
  3. In the Results section, right-click the target RC to which you want to link the orphan transactions and then click View Revenue Contract. The Revenue Contract page is displayed with all the details about the selected RC.
  4. Click the Transactions tab.
  5. Click the menu icon and then click Link RC/POB/lines. The orphan transactions are displayed for you to choose. link.png
  6. Go to the appropriate tab, select the transactions to be linked to the current RC, and then click the save icon.
    • To link an orphan RC to the current RC, click the Revenue Contracts tab, select the checkbox on the orphan RC line, and then click the save icon.
    • To link POBs to the current RC, click the POBs tab, select the checkbox on the orphan POB lines, and then click the save icon.
    • To link lines to the current RC, click the Lines tab, select the checkbox on the orphan lines, and then click the save icon. You can use the Lead Line checkbox to indicate the leading line. link-line.png
  7. In the Link Comments window, provide your comments and click OK.

The selected lines, POBs, or RC are linked to the current RC.