Create an accounting period

Creates an accounting period. Prerequisites

  • You must have Zuora Finance enabled on your tenant.
  • You must have the Create Accounting Period user permission.

Limitations

  • When creating the first accounting period on your tenant, the start date must be equal to or earlier than the date of the earliest transaction on the tenant.
  • Start and end dates of accounting periods must be contiguous. For example, if one accounting period ends on January 31, the next period must start on February 1.
  • If you have the Revenue Recognition Package and have enabled the "Monthly recognition over time" revenue recognition model, the accounting period start date and end date must be on the first day and last day of the month, respectively. Note that the start and end dates do not necessarily have to be in the same month.
Request
header Parameters
Idempotency-Key
string <= 255 characters

Specify a unique idempotency key if you want to perform an idempotent POST or PATCH request. Do not use this header in other request types.

With this header specified, the Zuora server can identify subsequent retries of the same request using this value, which prevents the same operation from being performed multiple times by accident.

Accept-Encoding
string

Include the Accept-Encoding: gzip header to compress responses as a gzipped file. It can significantly reduce the bandwidth required for a response.

If specified, Zuora automatically compresses responses that contain over 1000 bytes of data, and the response contains a Content-Encoding header with the compression algorithm so that your client can decompress it.

Content-Encoding
string

Include the Content-Encoding: gzip header to compress a request. With this header specified, you should upload a gzipped file for the request payload instead of sending the JSON payload.

Authorization
string

The value is in the Bearer {token} format where {token} is a valid OAuth token generated by calling Create an OAuth token.

Zuora-Track-Id
string <= 64 characters

A custom identifier for tracing the API call. If you set a value for this header, Zuora returns the same value in the response headers. This header enables you to associate your system process identifiers with Zuora API calls, to assist with troubleshooting in the event of an issue.

The value of this field must use the US-ASCII character set and must not include any of the following characters: colon (:), semicolon (;), double quote ("), and quote (').

Zuora-Entity-Ids
string

An entity ID. If you have Zuora Multi-entity enabled and the OAuth token is valid for more than one entity, you must use this header to specify which entity to perform the operation in. If the OAuth token is only valid for a single entity, or you do not have Zuora Multi-entity enabled, you do not need to set this header.

Zuora-Org-Ids
string

Comma separated IDs. If you have Zuora Multi-Org enabled, you can use this header to specify which orgs to perform the operation in. If you do not have Zuora Multi-Org enabled, you should not set this header.

The IDs must be a sub-set of the user's accessible orgs. If you specify an org that the user does not have access to, the operation fails.

If the header is not set, the operation is performed in scope of the user's accessible orgs.

Request Body schema: application/json
required
name
required
string

Name of the accounting period.

Accounting period name must be unique. Maximum of 100 characters.

startDate
required
string <date>

The start date of the accounting period in yyyy-mm-dd format, for example, "2016-02-19".

endDate
required
string <date>

The end date of the accounting period in yyyy-mm-dd format, for example, "2016-02-19".

fiscalYear
required
string

Fiscal year of the accounting period in yyyy format, for example, "2016".

fiscal_quarter
integer <int64>
notes
string

Notes about the accounting period.

Maximum of 255 characters.

Array of objects

The organization that the accounting period belongs to.

For each item in the array, either the organizationId or the organizationName field is required.

This field is only required when you have already turned on Multi-Org feature.

property name*
additional property
any

Custom fields of the Accounting Period object. The name of each custom field has the form customField__c. Custom field names are case sensitive. See Manage Custom Fields for more information.

Responses
200
post/v1/accounting-periods
Request samples
application/json
{
  • "endDate": "2016-06-30",
  • "fiscalYear": 2016,
  • "name": "Jun 2016",
  • "notes": "optional notes here",
  • "startDate": "2016-06-01"
}
Response samples
application/json
{
  • "id": "7b7181ae547aac1e01547efb61f20162",
  • "success": true
}