Happy Business Starts Here

Small tips on reducing the period-close processing time

Muhan
Zuora Documentation

Small tips on reducing the period-close processing time

To reduce the processing time for the period-close activities, here are some tips:

  • Run the Data Collection and Transfer Accounting jobs on a daily or weekly basis instead of monthly.
  • Upgrade to RevPro 36.007.00 because many performance issues were addressed with Transfer Accounting, Forecast and Period Close in this patch.
  • The Reporting Summarize program is required only if you need to run the RevPro Waterfall or RC Rollforward reports. You can ignore the warning that the red bell brings in the UI if you don't use these reports.
  • If it is necessary for you to run the Reporting Summarize program, run the program with the FULL BUILD parameter setting to N, which will pick up only the updates since the last run. To understand more about the impact of this parameter, see Question regarding summarize program parameter