Zuora RevPro: Policy-Related Setups

Zuora RevPro: Policy-Related Setups

Self-Paced: for anyone interested in learning about policy related setup in RevPro including RC Templates, POB Templates, and SSP.

About this course

This course is designed for anyone interested in learning about policy related setup in RevPro including RC Templates, POB Templates, and SSP.

By the end of the course, you’ll be able to:

  • Explain how a Revenue Contract is identified in RevPro
  • Setup RC Grouping Templates in RevPro
  • Describe how POB templates in RevPro automate revenue treatment for performance obligations
  • Setup and assign POB Templates in RevPro
  • Describe Standalone Selling Price
  • Explain the 3 methods of managing SPP in RevPro

Prerequisites:

  • A basic understanding of finance and accounting concepts
  • A basic understanding of ASC 606/IFRS 15 standards
  • A high-level understanding of Zuora RevPro capabilities

Course30 minutes

  • Module 1: Introduction
  • Before Getting Started
  • Setups in RevPro
  • Module 2: Revenue Contract
  • What Is a Revenue Contract?
  • Revenue Contract (RC) Grouping Template
  • DEMO: Setting Up an RC Grouping Template in RevPro
  • DEMO: Grouping Rule in a Revenue Contract
  • Module 3: Performance Obligations
  • What Are Performance Obligations?
  • Performance Obligation (POB) Templates
  • Assignment of POB Templates
  • DEMO: Setting Up a POB Template
  • DEMO: Assignment of POB Template
  • Module 4: Standalone Selling Price
  • What Is Standalone Selling Price?
  • SSP in RevPro
  • DEMO: SSP Setups
  • Module 5: Course Summary
  • Course Summary
  • Check Your Understanding
  • Next Steps

About this course

This course is designed for anyone interested in learning about policy related setup in RevPro including RC Templates, POB Templates, and SSP.

By the end of the course, you’ll be able to:

  • Explain how a Revenue Contract is identified in RevPro
  • Setup RC Grouping Templates in RevPro
  • Describe how POB templates in RevPro automate revenue treatment for performance obligations
  • Setup and assign POB Templates in RevPro
  • Describe Standalone Selling Price
  • Explain the 3 methods of managing SPP in RevPro

Prerequisites:

  • A basic understanding of finance and accounting concepts
  • A basic understanding of ASC 606/IFRS 15 standards
  • A high-level understanding of Zuora RevPro capabilities

Course30 minutes

  • Module 1: Introduction
  • Before Getting Started
  • Setups in RevPro
  • Module 2: Revenue Contract
  • What Is a Revenue Contract?
  • Revenue Contract (RC) Grouping Template
  • DEMO: Setting Up an RC Grouping Template in RevPro
  • DEMO: Grouping Rule in a Revenue Contract
  • Module 3: Performance Obligations
  • What Are Performance Obligations?
  • Performance Obligation (POB) Templates
  • Assignment of POB Templates
  • DEMO: Setting Up a POB Template
  • DEMO: Assignment of POB Template
  • Module 4: Standalone Selling Price
  • What Is Standalone Selling Price?
  • SSP in RevPro
  • DEMO: SSP Setups
  • Module 5: Course Summary
  • Course Summary
  • Check Your Understanding
  • Next Steps