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How to add Netting batch program to period close template in Zuora Revenue?

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Zuora Staff

How to add Netting batch program to period close template in Zuora Revenue?

A period-close or period-open template lists the tasks that must be performed in the specified sequence before a period can be closed or opened. Before you create a period-close or period-open template, identify the tasks to be added to the template. Provided step by step explanation.

 

Prior steps to add tasks

Navigate to Policies >> Period Open/Close Tasks.

 

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  • Click the “+” icon highlighted to create your task type.

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  • Select the following from the drop-down list, Program for Task Type, Both for Activity Type and RevPro3.0 Netting Batch Populate RC for Report/Job Name, finally click the Save icon.

 

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  • Select the following from the drop-down list, Program for Task Type, Both for Activity Type and RevPro3.0 Netting Batch Process for Report/Job Name, finally click the Save icon.

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Procedure

Navigate to Policies >> Period Open/Close Templates.

 

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  • Edit the pencil icon for the close period highlighted below

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  • Now, select the assign tasks tab for a close period template.

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  • Before adding the Netting batch jobs(Populate RC and Batch Process) remove the old “Netting Program” as highlighted below and click the save icon.

 

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  • Click the + Icon highlighted to add the task name created as prior steps and save the details. Once information added now change the sequence as highlighted below.

 

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