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How to link RC’s for revenue allocation in Zuora Revenue?

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Zuora Staff

How to link RC’s for revenue allocation in Zuora Revenue?

How to link 3 different RC’s for revenue allocation. More details on the Knowledge center and already articles published in old UI Delink and Link. However, this article has a New UI of Zuora Revenue. This will describe more on the specific use case on RC’s to be linked before revenue allocation once the data is collected. To provide step by step explanation, collected 3 RC’s 10419,10420 & 10421 and revenue is deferred for 2 RC’s 10420 & 10421.

 

Note:

  • If the revenue contract is already posted, you must unfreeze the revenue contract before you can delink the revenue contract, POBs, or transaction lines.
  • If a POB is already released in a revenue contract, to delink a transaction line from the POB, you must defer revenue for the POB first.
  • If you try to delink a line that is the leading line for the POB, the leading line must switch to another line in the POB.

 

Delink RC’s

To delink an RC, complete the following steps

 

  • Navigate to Workbench >> Revenue Contracts.

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  • In the Search tab, input your search criteria to find the target RC and then click Search.

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  • Now, select the revenue contract RC 10421.

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  • Now select the delink from the hamburger icon at the header level.

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  • Provide the comments while delinking the RC’s.

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Follow the similar Delinking process for the other RC 10420

 

Link RC’s

 

  • Navigate to Workbench >> Revenue Contracts.

 

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  • In the Search tab, input your search criteria to find the target RC and then click Link from the Hamburger icon.

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  • Now, select the revenue contract that needs to be linked from the following window and click Save.

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Note: Link Methods can vary, and the process remains the same.

 

  • Now, verify in the timeline once the action is completed.

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