Configure custom fields

In your Zuora tenant, navigate to Settings > Billing > Manage Custom Fields.

Add custom fields for Prepaid Drawdown. See Manage Custom Fields for information on how to create custom fields. Note that when creating a new custom field for Prepaid Drawdown, do not select the Required and UI Read Only checkboxes.

1. Navigate to Account Fields > Account Custom Fields and Relationships (Non-Indexed) > add new field.

2. Add the following custom field:

   Field Type	Field Label	Length
   Text	PPDD Balance	255

3. Navigate to Subscription Fields > Subscription Custom Fields and Relationships (Non-Indexed) > add new field.

4. Add the following custom field:

   Field Type	Field Label	Length
   Text	PPDD Balance	255

5. Navigate to Product Rate Plan Charge Fields > Product Rate Plan Charge Custom Fields and Relationships (Non-Indexed) > add new field.

6. Add the following custom Product Rate Plan Charge fields:

   Field Type	Field Label	Picklist Values
   Picklist	PPDD Use Prepayment On Taxes	Yes No
   Picklist	PPDD Use Prepayment On Discounts	Yes No
   Picklist	PPDD Ignore Discount For Balance Calculations	No Yes
   Picklist	PPDD Allow Negative Prepaid Balance	Yes No
   Picklist	PPDD Balance Location	Account Subscription
   Picklist	PPDD Type	Prepayment Drawdown
   Picklist	PPDD Ignore Negative Invoice Items	No Yes
   Text	PPDD Reason Code	255
   Text	(Optional) PPDD Deferred Accounting Code Override	255
   Text	(Optional) PPDD Recognized Account Code Override	255