Using the Zuora Generate Invoice activity

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

  1. In an active orchestration, open the Activities tab and expand the Zuora folder contents.
  2. Drag the Generate Invoice activity icon onto the orchestration. The Zuora Generate Invoice Checklist is displayed.
  3. In the Checklist, click Summary.
  4. Review the contents of the Activity Name field, and make required changes if necessary.
  5. In the Checklist, click Pick Endpoint.
  6. Click Browse and use the Project Explorer dialog box to select the relevant Zuora endpoint.
  7. 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.
    Note: For more information, see Creating and editing a Zuora endpoint.
  8. 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.
  9. In the Checklist, click Configure.
  10. Click Browse to select the object type. The Browse Zuora window is displayed.
  11. 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.
  12. 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.
  13. 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.
  14. 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.
  15. 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.
  16. Create a map between the output parameters and orchestration variables.

Results

You have configured the Zuora Generate Invoice activity.



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Timestamp icon Last updated: Tuesday, 27 September 2016


https://www.ibm.com/support/knowledgecenter/en/SS3LC4_7.5.3/com.ibm.wci.doc/Zuora_GenerateInvoice_Activity.html