Use the Zuora Generate Invoice activity to generate an
invoice for a customer by specifying the AccountId, InvoiceDate, TargetDate
and so on, in the Zuora application.
About this task
Use this task to generate an invoice in the Zuora application.
The call to this activity is a synchronous call where the input data
is sent to the activity for processing and the response is sent back
to the orchestration.
To configure the Zuora Generate Invoice
activity, complete the following steps:
Procedure
- In an active orchestration, open the Activities tab and expand the Zuora folder contents.
- Drag the Generate Invoice activity
icon onto the orchestration. The Zuora Generate Invoice Checklist is displayed.
- In the Checklist, click Summary.
- Review the contents of the Activity Name field, and make required changes if necessary.
- In the Checklist, click Pick Endpoint.
- Click Browse and use the Project Explorer dialog box to select the relevant Zuora
endpoint.
- Optional: You can create the endpoint by clicking New and specifying the required connection details. Click Test Connection to test that you have connected successfully
to the Zuora application. Click OK to save
and use the endpoint for this configuration.
- To make required changes to the selected endpoint configuration,
click Edit to access the options in a separate
window. Any changes you make globally affects all uses of the endpoint
in active orchestrations.
- In the Checklist, click Configure.
- Click Browse to select the object
type. The Browse Zuora window is displayed.
- In Browse Zuora, you can either
filter the object type by specifying the object type in the Search for an object type field, or select the object
type from the object type list. Click OK.
- In the Checklist, click Retry. Review the default settings and make the required
changes. For more information, see Specifying the Retry options for Zuora activities.
- Select the Map Inputs in the Checklist. The XML Schemas generated from the selected
object of the Generate Invoice activity are
displayed as nodes under the request input parameter in the To Activity panel.
- Create a map between the orchestration variables and the
input parameter of the activity.
Note: Values must be
provided at run time for any mandatory elements of the input structure.
A value can be provided by specifying a default value for element
or by linking the element with an input node. During run time, if
no value is provided for a mandatory element, the activity will be
completed and the result of generateResponse will be populated with
an error message. By reviewing the response of the activity, you can
know if the request had failed or was successful.
- Select the Map Outputs in the Checklist. The XML Schema generated to hold the response
of the activity is displayed as nodes under the response output parameter
in the From Activity panel.
- Create a map between the output parameters and orchestration
variables.
Results
You have configured the Zuora Generate Invoice activity.