On occassion, our Account Executives do not enter a new discount for a customer until several days (or weeks) AFTER the renewal date of the subscription. When that happens, and the AE needs to apply a new discount to the subscription, our AR team applies an adjustment on the invoice level to reflect the refund for the few days that the subscription retained the previous discount and then enters the new discount into Zuora. Our Business Analytics/Data Warehouse software pulls revenue information from the MRR field in Zuora, which does NOT seem to reflect the IIA on the invoice...so the data in our warehouse will show the original amount of the subscription for the entire year instead of the cost with the correct discount applied. In other words: Customer has a subscription with a renewal date of 5/15/17 with a 10% discount AE is negotiating a new discount with the customer of 15%, but does not apply that discount until AFTER the renewal date - it gets applied on 5/30 AR does a refund/adjustment on in the invoice level to reflect the new discount MRR field does not reflect this adjustment, so it thinks that the 10% discount is applied to the list price which is incorrect Our analytics software pulls from the MRR field for reporting, which has incorrect information Our Data Analytics team has to manually overwrite this field in our reporting each month for the remaining months of the subscription to make it correct Should we be making the adjustment in a different place (instead of on the invoice level) so that it updates the MRR field? OR, is there a different field our analytics team should pull from that would reflect the updated amount once the adjustment has been made? I know this was a long and detailed post, thanks for any help you can provide!
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