How can we show sold products added on parent account to child accounts?

- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
08-09-2023 06:11 AM
Can we add all the sold products on one parent account and make them accessible to child accounts?
We would like to add all the sold products to one parent account because we don't want to add the same sold product in all the accounts.
- Labels:
-
Customer Service Management

- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
08-09-2023 09:36 PM
OOTB its not possible as Sold Products are mapped with account. Sold product is filtered on account basis.
As per service Now CSM Concept Child Accounts will have Own Sold Products and Install base.
You may need to do few Customization for same but i am afraid this will be a big change.
Regards
RP

- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
08-10-2023 02:49 AM
Hi Rahul,
We are having huge amount of data, We don't want to create sold product on each and every account because same sold product will be used by all account and each sold product has same install bases. In future if new account gets added then we will have to create same sold products & install bases.
example -
Sold Product | Account | Install base |
US | Boxeo | Dev |
US | Boxeo | Test |
US | Boxeo | Prod |
Spain | Boxeo | Dev |
Spain | Boxeo | Test |
Spain | Boxeo | Prod |
UK | Boxeo | Dev |
UK | Boxeo | Test |
UK | Boxeo | Prod |
We are looking if we can link same sold product to multiple account. If Sold product and install base doesn't work then can we leverage Service & Service offering? But Service also can be tagged to single account.
If can provide any other approach, it will be very helpful.
Thanks & Regards,
Kanhaiya
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
08-18-2023 09:24 AM
Hi Kanhaiya,
I have a similar requirement and was wondering if you found a solution to this?
thanks!