Skip to main content

Item Default Settings

Item Settings can be configured on an individual Item record under the ZAB Settings subtab. This feature allows you to set preferences at the Item Level which will carry over to the Subscription Item when that Item is selected.

zab_preferences_item_settings.png

Item Defaults are not required; some Defaults may be selected on an Item, or some Items may have Defaults selected while other Items may not.

Some benefits to assigning Item Defaults:

  • Item Defaults could potentially reduce repetitive customization work to set default values on records. The more often you can align preferences on an Item by Item basis, the less configuration is needed on each Subscription Item.
  • Setting default values on the Item can also be helpful for integrations to reduce the amount of fields the integration needs to set on Subscription Items.
  • Values set under Item Settings can always be overwritten on individual Subscription Item records.
  • ZAB Revenue leverages certain Item Defaults to understand how to process certain Charges and Revenue Details.

Create Fulfillment with Charge

Indicates the system should automatically create an Item Fulfillment record whenever a Charge is processed with this Item. The Quantity on the Transaction Line will be the Quantity marked as fulfilled. Some limitations apply; see Field Help.

Note: Ensure that the Item Preference is enabled for ‘Can be Fulfilled/Received’. 

Default Inherit Charge Schedule From

Select if the Charge Schedule should be inherited from the Subscription as a default when creating new Subscription Items for this Item. 

Default Charge Schedule

Select whether the Charge Schedule should be filled in by default when creating new Subscription Items or Plan Items using this Item. You can always override the default on any individual Subscription Item or Plan Item.

Default Exclude Charges From Billing When

Select if Zero Amount or Zero Quantity Charges should be excluded from billing by default when creating a new Subscription Item using this Item. This is helpful if you are selling a Usage (Variable) Rate Type and would like to hide the Charges when either field results in a zero. Learn more here.

Default Term

Select the default Term to be used when creating a Subscription Item using this Item. Note that the Term and Rate field on the Subscription Item are relevant to one another The value entered as the Rate relates to the Term selected.

  • This is commonly used when a consistent Term is supplied by an external system. For example, if an Item in Salesforce is always sold with a Rate per Year, Salesforce would only need to supply the Rate to NetSuite, and Subscription Items for this Item could leverage the Item Defaults to populate a term of Years.

Default Bill In Arrears

Select whether the Bill In Arrears checkbox should be marked TRUE by default when creating new Subscription Items or Plan Items using this Item. You can always override the default on any individual Subscription Item or Plan Item. Learn more here.

Default Create Charges For Included Units

Select your default option for this field on the Subscription Item. Checking this box will create Charge records for any Included Units activity during the period. Keeping this option unchecked will ignore the Included Units quantity when creating Charges and only show Charges for any Overages.

NOTE: If you select an "Included Units Item" on the Charge Item Map tab, you will also see Charges for the Included Units (along with an offset Charge to negate the Quantity).

Default Credit/Rebill Prior Period New Count/Usage Charges

For Count/Usage rating, ZAB will look at the previous billed period to find new Count/Usage record(s) created with Start Dates within that prior period.

Example: A bill is generated at the beginning of April for all Count activity from April 1-30. After billing, a new Count record is created with a Start Date of April 20. When the Subscription Item is rated, ZAB will create a Charge for these additional Count records from 4/20-4/30 that will fall into the May bill.

  • Setting this option to TRUE will process these changes by crediting the previously billed period (April 1-30 in the example above), rebill the April 1-19 period with the original Count/Usage, and bill 4/20-4/30 with the new Count/Usage. These Charges would appear in the May bill.
    • Use this method if tiered pricing applies. In this scenario, the change in Count/Usage may result in a different unit rate that should be charged from April 1-19.
  • Setting this option to FALSE will cause ZAB to only charge for the Count/Usage changes from 4/20-4/30 based on the new Count/Usage quantities.

Default Push Future Count/Usage Charges to Next Bill

When billing Count/Usage-based Charges, this box will push any Charge activity with a Start Date after the “processing date” to the next Bill Date. The “processing date” is the maximum of the Charge Period Start Date and the Bill Date.

  • Example: A bill is generated on 4/1 for the period of 4/1-4/30. Any new Count/Usage records with a Start Date of 4/2 through 4/30 are pushed to appear on the 5/1 bill (as opposed to the 4/1 bill).

Default Rating Charge Schedule

Select whether the Rating Charge Schedule should default to a specific value when creating new Subscription Items or Plan Items using this Item. You can always override the default on any individual Subscription Item or Plan Item.

Default Rating Bill In Arrears

Select whether the Rating Bill In Arrears checkbox should default to TRUE when creating new Subscription Items or Plan Items using this Item. You can always override the default on any individual Subscription Item or Plan Item. 

 

Pricing Subtab

Default Rate Type

Optionally select a default Rate Type for this Item. You are always able to change this setting on each individual Subscription Item.

  • Items may be recorded in external systems (i.e. Salesforce) that are integrated with NetSuite. Certain Items are always categorized as Variable Usage, One-time Charges, etc. By setting the default Rate Type in NetSuite, it is no longer necessary to specify a Rate Type for each Subscription Item through an API Call.
  • Sometimes, Subscription Items may be entered manually by a user. Setting a Default Rate Type for each Item will allow users to perform fewer clicks if a certain SKU always (or usually) translates to a single Rate Type.

Default Rate Plan

You can enter a default Rate Plan here to be used whenever a Subscription Item is created and this Item selected. You can always override this setting on any individual Subscription Item created.

  • This is helpful if you also set a default Variable Rate Type for the Item and there is a specific Rate Plan to be used with that Item.

Default Proration Type

Select whether this Item’s default Proration Type should be set to Prorate Rate by Days, Prorate Quantity by Days or Do Not Prorate when creating a new Subscription Item.

Default Price Book

Select a default Price Book to use when creating new Subscription Items using this Item.

  • This is helpful if you also set a default Variable Rate Type for the Item and there is a specific Price Book which should be applied for that Usage.

Item Category (ZAB Contract Pricing)

This field is used with ZAB Contract Pricing so that Items may be grouped together from a pricing perspective. The values in this list can be defined by the Administrator or Zone Advanced Billing Administrator. If used, Contract Pricing can be set up to apply to all Items within an Item Category (rather than just applying to a single Item).

Default Price Level

Select a Default Price Level when creating new Subscription Items using this Item.

Default Adjustment Rate Policy

If this is an Item that is subject to Adjustments (for example, a standard Rate Adjustment during the term of the Subscription Item) , you can select the default Adjustment Rate Policy to be used whenever the Adjustment should be scheduled. You can change this setting on any individual Subscription Item.

 

Default Transaction Type

If this Item should always be placed on a specific Transaction Type (for all Customers/Subscriptions), select an option here. This value will source into any Subscription Item where this Item is the primary (header-level) Item selected. Otherwise leave this default setting blank, allowing the Subscription, Billing Profile, or ZAB Preferences configuration to specify a Transaction Type.

Cash Sales are currently unsupported by ZAB Revenue functionality. Please ensure that Sales Order or Invoice is selected for ZAB Revenue contracts.

 

Charge Item Map Subtab

On the Item record’s Charge Item Map Subtab, set default values for Charge Item Map fields when creating a new Subscription Item using this Item. These defaults can be helpful if the Item in use is expected to change when different Charge Types are generated.

To learn more about each Charge Item Map field, read the Charge Item Map guide.

 

Prepaid Subtab

On the Item record’s Prepaid Subtab, set default values for Prepaid fields when creating a new Prepaid Subscription Item (Amount) using this Item. The following fields are only applicable for Subscription Items where the Rate Type is Prepaid Subscription (Amount). Defaults should only be set if the Item will primarily be used for prepaid scenarios. 

Default Prepaid Burst Item

The Prepaid Burst Item applies to usage that exceeds the remaining prepaid balance.

Default Prepaid Burst Description

These values can be changed on any individual Subscription Item. This field supports the use of Handlebars for dynamic text population.

Default Prepaid Burst Rate

The Prepaid Burst Rate allows you to set an amount per unit for any usage that exceeds the remaining Prepaid balance.

NOTE: This value is currency-agnostic. Only enter a value here if it applies to all currencies.

 

Renewal Defaults

On the Item record’s Renewal Defaults Subtab, set default values for Renewal fields when creating a new Subscription Item using this Item. Defaults should only be set if Renewals are in use and the Item frequently renews with the same Renewal Item, Rate Policy, and/or Description.

Learn more about the Renewal lifecycle and required fields for ZAB Renewals here.

Default Renewal Item

If this is a renewable Item with Zone Advanced Billing, you can select the default Item to be used upon renewal. A different Item may be specified when this value should be different in Renewed Subscriptions/Transactions than the original Item. For example, an original Subscription Item charges for a ‘3rd Party License’ Item, but upon renewal, the Item for sale is a ‘Maintenance Fee’. Effectively, the ‘3rd Party License’ renews as the ‘Maintenance Fee’.

Default Renewal Rate Policy

If this is a renewable Item, you can select the default Renewal Rate Policy to be used upon renewal. You can change this setting on any individual Subscription Item.

Default Renewal Item Description

Select the default Description to be used when renewing Subscription Items. This field supports Handlebars.js if you want to dynamically add text. This value can be changed on individual Subscription Items. If you do not provide a value, the existing Subscription Item Description will be used.

Was this article helpful?