Note: This operation is only available if you have the Orders feature enabled. Orders is now generally available as of Zuora Billing Release 284 (August 2020). If you are an existing Zuora Subscribe and Amend customer and want to adopt Orders, see What is Orders Harmonization for more information. If you want to enable Orders, submit a request at Zuora Global Support.
Note: The Order Line Items feature is now generally available to all Zuora customers. You need to enable the Orders feature to access the Order Line Items feature. As of Zuora Billing Release 313 (November 2021), new customers who onboard on Orders will have the Order Line Items feature enabled by default.
Retrieves the preview of the charge metrics and invoice items of a specified order. Preview for subscriptions and order line items are both supported. This operation is only an order preview and no order is created.
The limit of orders allowed on a subscription is 1000.
The limit of order line items allowed in an order is 100.
Zuora has the following limits on the Orders synchronous API to prevent performance degradation:
If you have an Order that exceeds any limits of the above, Zuora recommends you use the following asynchronous API operations:
Zuora has the following limits on the Orders asynchronous API operations to prevent performance degradation:
If you have a need for a large order that exceeds any limits of the above, you can request a limit increase for the Orders asynchronous API by submitting a request at Zuora Global Support.
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 If specified, Zuora automatically compresses responses that contain over 1000 bytes of data, and the response contains a |
Content-Encoding | string Include the |
Authorization | string The value is in the |
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 ( |
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. |
category | string Default: "NewSales" Category of the order to indicate a product sale or return. Default value is |
object (orderFieldsCustom) Container for custom fields of an Order object. | |
description | string <= 500 characters A description of the order. |
existingAccountNumber | string <= 70 characters The account number that this order will be created under. It can be either the accountNumber or the account info. It will return an error if both are specified. Note that invoice owner account of the subscriptions included in this order should be the same with the account of the order. |
orderDate required | string <date> The date when the order is signed. All of the order actions under this order will use this order date as the contract effective date. |
Array of objects (CreateOrderOrderLineItem) Order Line Items are non subscription based items created by an Order, representing transactional charges such as one-time fees, physical goods, or professional service charges that are not sold as subscription services. With the Order Line Items feature enabled, you can now launch non-subscription and unified monetization business models in Zuora, in addition to subscription business models. Note: The Order Line Items feature is now generally available to all Zuora customers. You need to enable the Orders feature to access the Order Line Items feature. As of Zuora Billing Release 313 (November 2021), new customers who onboard on Orders will have the Order Line Items feature enabled by default. | |
orderNumber | string <= 100 characters The order number of this order. |
object (previewAccountInfo) Information about the account that will own the order. | |
required | object (PreviewOptions) |
reasonCode | string <= 255 characters Values of reason code configured in Billing Settings > Configure Reason Codes through Zuora UI. Indicates the reason when a return order line item occurs. |
Array of objects Each item includes a set of order actions, which will be applied to the same base subscription. |
{- "customFields": { },
- "description": "This is a description for the Order.",
- "existingAccountNumber": "A00000101",
- "orderDate": "2018-10-01",
- "orderLineItems": [
- {
- "amountPerUnit": 50,
- "billingTrigger": "BillImmediately",
- "customFields": {
- "someField__c": "some string"
}, - "deferredRevenueAccountingCode": "Unearned Revenues",
- "description": "With Dual Stereo Microphones, HD 1080p, Black",
- "itemName": "webcam",
- "itemType": "Product",
- "listPricePerUnit": 59,
- "productCode": "C9201",
- "purchaseOrderNumber": "960-000764",
- "quantity": 2,
- "recognizedRevenueAccountingCode": "Earned Revenues",
- "revenueRecognitionRule": "recognized upon invoice",
- "soldTo": "4028fc828244a0ac018244dfc9a90bee",
- "taxCode": "8018",
- "taxMode": "TaxInclusive",
- "transactionEndDate": "2021-02-01",
- "transactionStartDate": "2021-02-01"
}
], - "previewOptions": {
- "previewThruType": "SpecificDate",
- "previewTypes": [
- "OrderMetrics",
- "BillingDocs",
- "ChargeMetrics"
], - "specificPreviewThruDate": "2019-01-01"
}, - "subscriptions": [
- {
- "orderActions": [
- {
- "triggerDates": [
- {
- "name": "ContractEffective",
- "triggerDate": "2018-12-01"
}, - {
- "name": "ServiceActivation",
- "triggerDate": "2018-12-01"
}, - {
- "name": "CustomerAcceptance",
- "triggerDate": "2018-12-01"
}
], - "type": "UpdateProduct",
- "updateProduct": {
- "chargeUpdates": [
- {
- "chargeNumber": "C-00000210",
- "pricing": {
- "recurringPerUnit": {
- "listPrice": 20
}
}
}
], - "ratePlanId": "2c98919c67a5ae9d0167a68f8eb20262"
}
}
], - "subscriptionNumber": "A-S00000100"
}, - {
- "orderActions": [
- {
- "suspend": {
- "suspendPolicy": "Today"
}, - "triggerDates": [
- {
- "name": "ContractEffective",
- "triggerDate": "2018-12-01"
}, - {
- "name": "ServiceActivation",
- "triggerDate": "2018-12-01"
}, - {
- "name": "CustomerAcceptance",
- "triggerDate": "2018-12-01"
}
], - "type": "Suspend"
}
], - "subscriptionNumber": "A-S00000101"
}, - {
- "orderActions": [
- {
- "resume": {
- "extendsTerm": true,
- "resumePeriods": 10,
- "resumePeriodsType": "Day",
- "resumePolicy": "FixedPeriodsFromSuspendDate"
}, - "triggerDates": [
- {
- "name": "ContractEffective",
- "triggerDate": "2018-12-12"
}, - {
- "name": "ServiceActivation",
- "triggerDate": "2018-12-12"
}, - {
- "name": "CustomerAcceptance",
- "triggerDate": "2018-12-12"
}
], - "type": "Resume"
}
], - "subscriptionNumber": "A-S00000102"
}
]
}
{- "success": true,
- "previewResult": {
- "chargeMetrics": [
- {
- "subscriptionNumber": "A-S00000101",
- "charges": [
- {
- "productRatePlanId": "2c98901f6706718c016706b8c0720012",
- "productRatePlanChargeId": "2c98901f6706718c016706b91c6e001f",
- "originRatePlanId": "2c98919c67a5ae9d0167a6901c5a027f",
- "chargeNumber": "C-00000211",
- "cmrr": {
- "regular": 30,
- "discount": null,
- "regularDelta": 0,
- "discountDelta": null
}, - "tcv": {
- "regular": 11.61,
- "discount": null,
- "regularDelta": -348.39,
- "discountDelta": null
}, - "tcb": {
- "regular": 11.61,
- "discount": null,
- "regularDelta": -348.39,
- "discountDelta": null
}
}
]
}, - {
- "subscriptionNumber": "A-S00000100",
- "charges": [
- {
- "productRatePlanId": "2c98901f6706718c016706b8c0720012",
- "productRatePlanChargeId": "2c98901f6706718c016706b91c6e001f",
- "originRatePlanId": "2c98919c67a5ae9d0167a68f8eb20262",
- "chargeNumber": "C-00000210",
- "cmrr": {
- "regular": 40,
- "discount": null,
- "regularDelta": 10,
- "discountDelta": null
}, - "tcv": {
- "regular": 480,
- "discount": null,
- "regularDelta": 120,
- "discountDelta": null
}, - "tcb": {
- "regular": 480,
- "discount": null,
- "regularDelta": 120,
- "discountDelta": null
}
}
]
}, - {
- "subscriptionNumber": "A-S00000102",
- "charges": [
- {
- "productRatePlanId": "2c98901f6706718c016706b8c0720012",
- "productRatePlanChargeId": "2c98901f6706718c016706b91c6e001f",
- "originRatePlanId": "2c98919c67a5ae9d0167a69089bd029c",
- "chargeNumber": "C-00000212",
- "cmrr": {
- "regular": 30,
- "discount": null,
- "regularDelta": 30,
- "discountDelta": null
}, - "tcv": {
- "regular": 359.61,
- "discount": null,
- "regularDelta": 348,
- "discountDelta": null
}, - "tcb": {
- "regular": 360,
- "discount": null,
- "regularDelta": 348.39,
- "discountDelta": null
}
}
]
}
], - "invoices": [
- {
- "amount": 141.93,
- "amountWithoutTax": 141.93,
- "taxAmount": 0,
- "targetDate": "2019-01-01",
- "invoiceItems": [
- {
- "serviceStartDate": "2018-12-01",
- "serviceEndDate": "2018-12-12",
- "amountWithoutTax": 11.61,
- "taxAmount": 0,
- "chargeDescription": "",
- "chargeName": "Charge",
- "chargeNumber": "C-00000212",
- "processingType": "Charge",
- "productName": "Product",
- "productRatePlanChargeId": "2c98901f6706718c016706b91c6e001f",
- "subscriptionNumber": "A-S00000102",
- "additionalInfo": {
- "quantity": 2,
- "unitOfMeasure": "Each"
}
}, - {
- "serviceStartDate": "2018-12-23",
- "serviceEndDate": "2018-12-31",
- "amountWithoutTax": 8.71,
- "taxAmount": 0,
- "chargeDescription": "",
- "chargeName": "Charge",
- "chargeNumber": "C-00000212",
- "processingType": "Charge",
- "productName": "Product",
- "productRatePlanChargeId": "2c98901f6706718c016706b91c6e001f",
- "subscriptionNumber": "A-S00000102",
- "additionalInfo": {
- "quantity": 2,
- "unitOfMeasure": "Each"
}
}, - {
- "serviceStartDate": "2019-01-01",
- "serviceEndDate": "2019-01-31",
- "amountWithoutTax": 30,
- "taxAmount": 0,
- "chargeDescription": "",
- "chargeName": "Charge",
- "chargeNumber": "C-00000212",
- "processingType": "Charge",
- "productName": "Product",
- "productRatePlanChargeId": "2c98901f6706718c016706b91c6e001f",
- "subscriptionNumber": "A-S00000102",
- "additionalInfo": {
- "quantity": 2,
- "unitOfMeasure": "Each"
}
}, - {
- "serviceStartDate": "2018-12-01",
- "serviceEndDate": "2018-12-12",
- "amountWithoutTax": 11.61,
- "taxAmount": 0,
- "chargeDescription": "",
- "chargeName": "Charge",
- "chargeNumber": "C-00000211",
- "processingType": "Charge",
- "productName": "Product",
- "productRatePlanChargeId": "2c98901f6706718c016706b91c6e001f",
- "subscriptionNumber": "A-S00000101",
- "additionalInfo": {
- "quantity": 2,
- "unitOfMeasure": "Each"
}
}, - {
- "serviceStartDate": "2018-12-01",
- "serviceEndDate": "2018-12-31",
- "amountWithoutTax": 40,
- "taxAmount": 0,
- "chargeDescription": "",
- "chargeName": "Charge",
- "chargeNumber": "C-00000210",
- "processingType": "Charge",
- "productName": "Product",
- "productRatePlanChargeId": "2c98901f6706718c016706b91c6e001f",
- "subscriptionNumber": "A-S00000100",
- "additionalInfo": {
- "quantity": 2,
- "unitOfMeasure": "Each"
}
}, - {
- "serviceStartDate": "2019-01-01",
- "serviceEndDate": "2019-01-31",
- "amountWithoutTax": 40,
- "taxAmount": 0,
- "chargeDescription": "",
- "chargeName": "Charge",
- "chargeNumber": "C-00000210",
- "processingType": "Charge",
- "productName": "Product",
- "productRatePlanChargeId": "2c98901f6706718c016706b91c6e001f",
- "subscriptionNumber": "A-S00000100",
- "additionalInfo": {
- "quantity": 2,
- "unitOfMeasure": "Each"
}
}
]
}
], - "orderDeltaMetrics": {
- "orderDeltaMrr": [
- {
- "subscriptionNumber": "A-S00000100",
- "orderActionId": "4028818475f8cfd5017608b0a0d303d2",
- "orderActionType": "CreateSubscription",
- "orderActionSequence": 0,
- "chargeNumber": "C-00000210",
- "productRatePlanChargeId": "4028818278829c7b01788313e5d704d4",
- "ratePlanChargeId": "4028818475f8cfd5017608b0a2aa03de",
- "startDate": "2020-01-01",
- "endDate": "2021-01-01",
- "currency": "USD",
- "grossAmount": 100,
- "netAmount": 80
}
], - "orderDeltaTcv": [
- {
- "subscriptionNumber": "A-S00000100",
- "orderActionId": "4028818475f8cfd5017608b0a0d303d2",
- "orderActionType": "CreateSubscription",
- "orderActionSequence": 0,
- "chargeNumber": "C-00000210",
- "productRatePlanChargeId": "4028818278829c7b01788313e5d704d4",
- "ratePlanChargeId": "4028818475f8cfd5017608b0a2aa03de",
- "startDate": "2020-01-01",
- "endDate": "2021-01-01",
- "currency": "USD",
- "grossAmount": 1200,
- "netAmount": 960
}, - {
- "orderLineItemId": "69ee0828eb844c7e8ae66dbe3ef68dc4",
- "productRatePlanChargeId": "4028818475f8cfd5017608b0a2aa03de",
- "startDate": "2020-01-01",
- "endDate": "2020-01-02",
- "currency": "USD",
- "orderLineItemNumber": "1",
- "grossAmount": 565,
- "netAmount": 565
}
], - "orderDeltaTcb": [
- {
- "subscriptionNumber": "A-S00000100",
- "orderActionId": "4028818475f8cfd5017608b0a0d303d2",
- "orderActionType": "CreateSubscription",
- "orderActionSequence": 0,
- "chargeNumber": "C-00000210",
- "productRatePlanChargeId": "4028818278829c7b01788313e5d704d4",
- "ratePlanChargeId": "4028818475f8cfd5017608b0a2aa03de",
- "startDate": "2020-01-01",
- "endDate": "2021-01-01",
- "currency": "USD",
- "grossAmount": 1200,
- "netAmount": 960
}, - {
- "orderLineItemId": "69ee0828eb844c7e8ae66dbe3ef68dc4",
- "productRatePlanChargeId": "4028818475f8cfd5017608b0a2aa03de",
- "startDate": "2020-01-01",
- "endDate": "2020-01-02",
- "currency": "USD",
- "orderLineItemNumber": "1",
- "grossAmount": 565,
- "netAmount": 565
}
]
}
}
}