Order Line Item data source

Data source to report on information for a given Order Line Item.

The Order Line Items feature is now generally available. You need to enable the Orders or Orders Harmonization feature to access the Order Line Items feature.

Use the Order Line Item data source to report on information for a given Order Line Item. See Overview of Order Line Items for more information about the order line item.

Accessing the data source

Navigation: Reporting > Order Sources and select Order Line Item as the data source.

Base object description

The following table provides descriptions for the base object.

Object	Description
Order Line Item	Information about the order line item. This is the base object for the Order Line Item Data Source Export. Contains the following fields: Accounting Code Amended By Order On Amount Amount Per Unit Amount Without Tax Bill Target Date Billing Rule Created By ID Created Date Currency Deferred Revenue Accounting Code Description Discount - This field shows the total discount amount that is applied to an order line item after the Inline Discount Type and Inline Discount Per Unit fields are set. Exclude Item Booking from Revenue - Specifies whether to exclude non-revenue related rate plan charges and order line items from syncing to Zuora Revenue. This field is only available if you have enabled the Order to Revenue feature or the Billing - Revenue Integration feature. The Order to Revenue feature or the Billing - Revenue Integration feature only supports the billing-based revenue recognition for fixed-amount discounts. Booking transactions must be excluded from revenue accounting. You can exclude the booking transactions by setting the Exclude Item Booking from Revenue Accounting field. Exclude Item Billing from Revenue - Specifies whether to exclude non-revenue related invoice items, invoice item adjustments, credit memo items, and debit memo items from syncing to Zuora Revenue. This field is only available if you have enabled Zuora Billing - Revenue Integration. ID Inline Discount Per Unit - This field is used in accordance with the Inline Discount Type field, in the following manner: If the Inline Discount Type field is set as `Percentage`, this field specifies the discount percentage for each unit of the order line item. If the Inline Discount Type field is set as `FixedAmount`, this field specifies the discount amount on each unit of the order line item. Inline Discount Type - Specifies the inline discount type, which can be `Percentage`, `FixedAmount`, or `None`. Invoice Group Number Item Category Item Name Item Number Item State Item Type List Price List Price Per Unit Original Order Date Original Order Line Item Number Original Order Number Product Code Product Rate Plan Charge ID Purchase Order Number Quantity Quantity Available For Return Quantity Fulfilled Quantity Pending Fulfillment Recognized Revenue Accounting Code Related Subscription Number Requires Fulfillment Revenue Recognition Rule Recognized Revenue Accounting Code Sold To Contact ID Tax Code Tax Mode Transaction Start Date Transaction End Date UOM Updated By ID Updated Date

Object

Description

Order Line Item

Information about the order line item.

This is the base object for the Order Line Item Data Source Export.

Contains the following fields:

Accounting Code
Amended By Order On
Amount
Amount Per Unit
Amount Without Tax
Bill Target Date
Billing Rule
Created By ID
Created Date
Currency
Deferred Revenue Accounting Code
Description
Discount - This field shows the total discount amount that is applied to an order line item after the Inline Discount Type and Inline Discount Per Unit fields are set.
Exclude Item Booking from Revenue - Specifies whether to exclude non-revenue related rate plan charges and order line items from syncing to Zuora Revenue. This field is only available if you have enabled the Order to Revenue feature or the Billing - Revenue Integration feature. The Order to Revenue feature or the Billing - Revenue Integration feature only supports the billing-based revenue recognition for fixed-amount discounts. Booking transactions must be excluded from revenue accounting. You can exclude the booking transactions by setting the Exclude Item Booking from Revenue Accounting field.
Exclude Item Billing from Revenue - Specifies whether to exclude non-revenue related invoice items, invoice item adjustments, credit memo items, and debit memo items from syncing to Zuora Revenue. This field is only available if you have enabled Zuora Billing - Revenue Integration.
ID
Inline Discount Per Unit - This field is used in accordance with the Inline Discount Type field, in the following manner:
- If the Inline Discount Type field is set as Percentage, this field specifies the discount percentage for each unit of the order line item.
- If the Inline Discount Type field is set as FixedAmount, this field specifies the discount amount on each unit of the order line item.
Inline Discount Type - Specifies the inline discount type, which can be Percentage, FixedAmount, or None.
Invoice Group Number
Item Category
Item Name
Item Number
Item State
Item Type
List Price
List Price Per Unit
Original Order Date
Original Order Line Item Number
Original Order Number
Product Code
Product Rate Plan Charge ID
Purchase Order Number
Quantity
Quantity Available For Return
Quantity Fulfilled
Quantity Pending Fulfillment
Recognized Revenue Accounting Code
Related Subscription Number
Requires Fulfillment
Revenue Recognition Rule
Recognized Revenue Accounting Code
Sold To Contact ID
Tax Code
Tax Mode
Transaction Start Date
Transaction End Date
UOM
Updated By ID
Updated Date

The following table provides descriptions for related objects.

Object	Description
Account	Information about the customer account that owns the order line item.
Adjustment Liability Accounting Code	The accounting code for customers using Zuora Billing - Revenue Integration. Contains the following fields: Category Created By ID Created Date GL Account Name GL Account Number ID Name Notes Status Type Updated By ID Updated Date
Adjustment Revenue Accounting Code	The accounting code for customers using Zuora Billing - Revenue Integration. Contains the following fields: Category Created By ID Created Date GL Account Name GL Account Number ID Name Notes Status Type Updated By ID Updated Date
Bill To	The contact associated with the account to whom your product or service is billed.
Contract Asset Accounting Code	The accounting code for customers using Zuora Billing - Revenue Integration. Contains the following fields: Category Created By ID Created Date GL Account Name GL Account Number ID Name Notes Status Type Updated By ID Updated Date
Contract Liability Accounting Code	The accounting code for customers using Zuora Billing - Revenue Integration. Contains the following fields: Category Created By ID Created Date GL Account Name GL Account Number ID Name Notes Status Type Updated By ID Updated Date
Contract Recognized Revenue Accounting Code	The accounting code for customers using Zuora Billing - Revenue Integration. Contains the following fields: Category Created By ID Created Date GL Account Name GL Account Number ID Name Notes Status Type Updated By ID Updated Date
Default Payment Method	The default payment method used to make payments.
Deferred Revenue Accounting Code	Contains the following fields: Category Created By ID Created Date GL Account Name GL Account Number ID Name Notes Status Type Updated By ID Updated Date
Sold To Contact	The sold-to contact information. Contains the following fields: Account ID Address 1 Address 2 City Contact Type Country County Created By ID Created Date Description Fax First Name Home Phone ID Last Name Mobile Phone Nick Name Other Phone Other Phone Type Personal Email Postal Code State/Province Tax Region Updated By ID Updated Date Work Email Work Phone
Order	The order that contains the order line item.
Original Order	The original order that was selected for creating the return order carrying the return order line item.Contains the following fields: Category Created By ID Created By Migration - A Boolean value. The value “true” indicates this order is auto-generated by the system for a subscription or amendment created through the Subscribe and Amend UI and APIs. Created Date Description ID Order Date Order Number State - The Order state. The possible value is “Executing”, “Complete”, or “Canceled”. Status - The Order status. The possible value is “Completed” or “Pending”. Updated By ID UpdatedDate
Original Order Line Item	The originally sold order line item in the Original Order.This information is only available for the returned order line item.Contains the following fields: Accounting Code Amended By Order On Amount Amount Per Unit Amount Without Tax Bill Target Date Billing Rule Created By ID Created Date Deferred Revenue Accounting Code Description Discount - This field shows the total discount amount that is applied to an order line item after the Inline Discount Type and Inline Discount Per Unit fields are set. Exclude Item Booking from Revenue - Specifies whether to exclude non-revenue related rate plan charges and order line items from syncing to Zuora Revenue. This field is only available if you have enabled Zuora Billing - Revenue Integration. Exclude Item Billing from Revenue - Specifies whether to exclude non-revenue related invoice items, invoice item adjustments, credit memo items, and debit memo items from syncing to Zuora Revenue. This field is only available if you have enabled Zuora Billing - Revenue Integration. ID Inline Discount Per Unit - This field is used in accordance with the Inline Discount Type field, in the following manner: If the Inline Discount Type field is set as `Percentage`, this field specifies the discount percentage for each unit of the order line item. If the Inline Discount Type field is set as `FixedAmount`, this field specifies the discount amount on each unit of the order line item. Inline Discount Type - Specifies the inline discount type, which can be `Percentage`, `FixedAmount`, or `None`. Item Category Item Name Item Number Item State Item Type List Price List Price Per Unit Original Order Date Original Order Line Item Number Original Order Number Product Code Product Rate Plan Charge ID Purchase Order Number Quantity Quantity Available For Return Quantity Fulfilled Quantity Pending Fulfillment Recognized Revenue Accounting Code Related Subscription Number Requires Fulfillment Revenue Recognition Rule Recognized Revenue Accounting Code Sold To Contact ID Tax Code Tax Mode Transaction Start Date Transaction End Date UOM Updated By ID Updated Date
Parent Account	Refers to the parent account associated with the customer account, if applicable.
Product	The product information. Contains the following fields: AllowFeatureChanges Category Created By ID Created Date DA Label Description Effective End Date Effective Start Date ID Name SKU Updated By ID Updated Date
Product Rate Plan	The product rate plan information. Contains the following fields: Created By ID Created Date Description Effective End Date Effective Start Date ExternalIdSourceSystem ID Name Updated By ID Updated Date
Product Rate Plan Charge	The product rate plan charge information. Contains the following fields: Accounting Code Apply Discount To Bill Cycle Day Bill Cycle Type Billing Period Billing Period Alignment Billing Timing Charge Model Charge Type Created By ID Created Date Credit Option Default Quantity Deferred Revenue Account Description Discount Class Discount Level Drawdown Rate Drawdown UOM End Date Condition Exclude Item Billing From Revenue Accounting Exclude Item Booking From Revenue Accounting ID Included Units Is Prepaid Legacy Revenue Reporting List Price Base Max Quantity Min Quantity Name Number Of Period Overage Calculation Option Overage Unused Units Credit Option Prepaid Operation Type Prepaid Quantity Prepaid Total Quantity Prepaid UOM Price Change Option Price Increase Percentage Rating Group Recognized Revenue Account Revenue Recognition Code Revenue Recognition Rule Name Revenue Recognition Trigger Smoothing Model Specific Billing Period Tax Code Tax Mode Taxable Trigger Event UOM Up To How Many Periods Up To Periods Type Updated By ID Updated Date Usage Records Rating Option Use Discount Specific Accounting Code Use Tenant Default For Price Change Validity Period Type Weekly Bill Cycle Day
Recognized Revenue Accounting Code	The accounting code. Contains the following fields: Category Created By ID Created Date GL Account Name GL Account Number ID Name Notes Status Type Updated By ID Updated Date
Sold To	The ID of a contact that belongs to the billing account of the order line item. Contains the following fields: Account ID Address 1 Address 2 City Country County Created By ID Created Date Description Fax First Name Home Phone ID Last Name Mobile Phone Nick Name Other Phone Other Phone Type Personal Email Postal Code State/Province Tax Region Updated By ID Updated Date Work Email Work Phone
Sold To Contact Snapshot	The snapshot of the ID for an account used as the sold-to contact of an order line item. Contains the following fields: Account ID Address 1 Address 2 City Contact ID Country County Created By ID Created Date Description Fax First Name Home Phone ID Last Name Mobile Phone Nick Name Other Phone Other Phone Type Personal Email Postal Code State/Province Tax Region Updated By ID Updated Date Work Email Work Phone
Unbilled Receivables Accounting Code	The accounting code for customers using Zuora Billing - Revenue Integration. Contains the following fields: Category Created By ID Created Date GL Account Name GL Account Number ID Name Notes Status Type Updated By ID Updated Date

Accessing the data source

Base object description

Related object description