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Enabling ZAB Revenue

The following steps will guide you through initial ZAB Revenue setup (module plugins & ZAB Preferences).

Before you Begin

Always enable, configure, and test in Sandbox first, and only request provisioning in Production after User Acceptance Testing is complete in Sandbox.

Confirm the ZAB Revenue Plug-in is fully enabled and all Preferences are set before any data migration or Transaction creation activity begins in Production.
See Confirm ZAB Revenue is fully-enabled for details.

Because ZAB Revenue implementations should be enabled, configured, and tested in Sandbox before re-creating the configuration in Production immediately prior to go-live, it is a common mistake to forget to enable the Plug-in in Production before go-live. Add a final confirmation of this setting to go-live preparations.

 

Third-Party Plug-in Request

1.  Confirm ARM is enabled

  • Go to Setup > Company > Enable Features > Accounting > Revenue Accounting > confirm the following checkboxes are checked:

enable_zab_revenue_arm.png

Note: NetSuite recently made changes to their ARM module. This module has been split into two feature offerings: ARM Essentials and Allocation. If Revenue Allocation is NOT enabled, please ensure the ZAB Preferences is updated to avoid any errors related to Allocation.

2. Confirm there is a List category for Revenue Recognition Rules:

  • Go to Lists > Accounting > Revenue Recognition Rules.

enable_zab_revenue_arm_rev_rec_rules.png

3. Request the Revenue Management Plug-in

  • Open a NetSuite Support Case in the Customer’s environment to have the ARM Third-Party Plug-in enabled. This will need to be done separately for Sandbox and Production environments.
  • Sample text:
    • I am opening a support case to request access to the ARM Third-party plugin. We are currently implementing Zone Advanced Billing which utilizes the Plug-in in order to create Revenue Arrangements & Revenue Elements from custom records within Zone Advanced Billing. We are requesting this Plug-in for the following account ID: XXXXXXXX. An exemption for Zone Advanced Billing has been noted in NetSuite’s Revenue Management Plugin documentation, please refer to NetSuite internal documentation for more information.

 

Enable the ZAB Revenue Management Plug-in

The ZAB Revenue Management Plug-in allows ZAB Revenue and ARM to communicate updates when:

  • An Invoice or Credit Memo is saved
  • The Update Revenue Arrangement process runs

As Administrator, navigate to Customization > Plug-ins > Manage Plug-ins. Select the checkbox to enable the ZAB Revenue Management Plug-in.

enable_zab_revenue_enable_plugin.png

 

Additional Configuration for Multi-Book Environments

If the Customer’s account is enabled for Multi-Book Accounting, there are additional configuration steps.

To verify if the customer is using Multi-book Accounting, navigate to Setup > Enable Features >Accounting > Multi-Book Accounting.

enable_zab_revenue_enable_multibook.png

For accounts with this feature enabled, a different role is needed for the ZAB Revenue Management Plug-in.

1. Make a custom role based on the Zone Advanced Billing Administrator role.

  • Go to Setup > Users/Role > Manage Roles. Choose to customize the Zone Advanced Billing Administrator Role.

enable_zab_revenue_zab_admin_role.png

  • Set Accessible Subsidiaries to “All” and Selected Accounting Books to “All”.
  • Rename and save the new role.

enable_zab_revenue_zab_admin_role_new.png

2. Assign this role to the ZAB Revenue Management Plug-in.

  • Go to Customization > Plug-ins > Plug-in Implementations. Edit the ZAB Revenue Management Plug-in.
  • Assign the newly created role in the field “Execute As Role”.

enable_zab_revenue_plugin_role.png

 

Configure ZAB Preferences for ZAB Revenue

Further configuration is necessary under the ZAB Preferences record.

1. Create or update the ZAB Preferences Record

  • Go to Setup > Zone Advanced Billing Setup > Preferences.
  • If this is a new implementation, you may first need to create a new ZAB Preferences record, otherwise edit the existing ZAB Preferences record.

2. Enable Advanced Revenue Management Functionality:

  • Check this box to enable the Advanced Revenue Management features within Zone Advanced Billing.

enable_zab_revenue_zab_preferences.png

3. Add Required Revenue Event Type Configuration

enable_zab_revenue_zab_event_types.png

  • Additional Revenue Event Types (Optional) can be created at this time or later for ‘Quantity Based’, ‘Amount Based’, and ‘Percent Complete’.
  • The instructions for these steps are also available in the Field Help for each Revenue Event Type.

enable_zab_revenue_zab_event_types_field_help.png

 

Configure Revenue Event Types (Required)

To use the ARM integration, you will need to create a custom Revenue Event Type for ‘ZAB RA Creation’ (the equivalent of the native ‘Create Revenue Plans on Revenue Arrangement Creation’ option) and ‘ZAB Billing’ (the equivalent of the native ‘Billing’ option).

1. Create 2 new Revenue Event Types

  • Go to Setup > Accounting > Accounting Lists, click the New button, and select a type of “Custom Recognition Event Type”.

enable_zab_revenue_zab_event_types_create.png

2. Select the following options for ZAB RA Creation:

  • Revenue Recognition Event Type = ZAB RA Creation
  • Create Revenue Plan Per Event = True
  • Percent Complete = False
  • Inactive = False

enable_zab_revenue_zab_event_types_ra_create.png

3. Select the following options for ZAB Billing:

  • Revenue Recognition Event Type = ZAB Billing
  • Create Revenue Plan Per Event = False
  • Percent Complete = False
  • Inactive = False

enable_zab_revenue_zab_event_types_zab_billing.png

 

Add ‘Do Not Create Revenue Element field’ to Transaction Forms

1. Make sure ‘Do Not Create Revenue Element’ is exposed on transaction forms.

  1. For Credit Memo, Sales Order and Invoice transaction forms, ensure the field is set to “show” on the form under “Sublist Fields”.
    • Do not hide this field on Transaction Forms.
  2. If this field is not present, check to see if the Plug-in is fully enabled. See steps above.

enable_zab_revenue_do_not_create_revenue_element.png

 

Review: Confirm ZAB Revenue is fully-enabled

Check the following items to confirm ZAB Revenue is fully-enabled:

  1. Confirm the ‘Do Not Create Revenue Elements’ checkbox field is visible on Transaction Forms. If the field is not available to be displayed on the form, the Plug-in is not correctly enabled.
    • This field must be set to 'Show' on any Forms used for the ZAB Create Transactions functionality.
  2. Ensure the ‘Enable Advanced Revenue Management Functionality’ checkbox on the ZAB Preferences record is checked.
  3. Make sure that custom Revenue Event types have been set up for ‘ZAB RA Creation’ and ‘ZAB Billing’ (at minimum) in ZAB Preferences.

With these settings, ZAB Revenue is fully enabled in the NetSuite environment.

 

 

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