Resolved! Support for multi site quoting
Hi, Is multi site quoting supported currently? The requirement is to allow sales agents to add multiple products with quantities per site within the Quote.Please help. Thanks,Sneha
Forum Posts
Demo data for SD-WAN Product Catalog in Sales and Order Management?
We are looking to build SD-WAN Product model in Order Management where Product Offering, Product Specifications, Resource Specifications would be built. Is there any OOTB demo data of SD-WAN or other Product catalog provided by ServiceNow? Any demo v...
How to install SOM module in PDI
Can someone please share the steps to install and enable the Sales and Order Management (SOM) module in a Personal Developer Instance (PDI)? Thanks,Raviraj
Marking the product offering characteristics as read only when placing the customer order in CSM/FSM
Hi, I have a product offering characteristics which is of type text and has some default value. The requirement is that it should be shown to the agent as non-editable field when placing the customer order from CSM/FSM workspace. I have marked custom...
Resolved! Convert lead to account action/button: How to take new custom fields in the lead form into account
Hi all, we are struggeling to find the respective config options to take new custom fields, which we have added to the lead form and account table, into consideration when converting leads to accounts using the ootb button/action. We would like to ac...
Resolved! Not able to order product offerings from Business Portal
I am new to OMT in ServiceNow . I have created Product catalogs and Product Offerings under that catalog on our ServiceNow instance. As an Admin, under the CSM/FSM Configurable Workspace I am able to place order from published offerings using Add/Cu...
Use of product model, service model in Service Specifications, Resource Specifications in SOMT
Hi, In the demo data, I have observed that many of the service specifications, resource specifications have associated product models & service models. Also during CI creation in the fulfilment flows the model ID is referred. In context of this : My ...
Consolidating resource orders in SOMT
Hi, I am implementing a product offering for mobile product which includes SIM. The requirement states that the customer should be able to place order for 10 mobile subscriptions. The customer adds the mobile offer and increases the quantity to 10. T...
Pricing Management
Does anyone have a personal documentation for pricing management in more detail with many examples?I need to understand it in detail!And ping me in my mail if anyone have worked in sales and order management module.I need some mentoring in it.My mail...
Multi-Relationship Configuration Between Lead, Opportunity, and Quote Management
ServiceNow's out-of-the-box (OOB) functionality supports a one-to-one relationship between Lead and Opportunity, and between Opportunity and Quote. However, our business requirement involves creating multiple Opportunities from a single Lead, and mul...
Resolved! Product configuration in multiple languages
I’ve recently started working with SOM, and I’m setting up a sample catalog to evaluate whether our current catalog can be migrated to ServiceNow. I need to understand whether it's possible to configure products and their attributes in multiple langu...
Article - Setting Up the Customer Portal Product Catalog (Business Portal)
I'm posting the below article as I found the existing documentation for using the Product Catalog on the Business portal to be fragmented and unclear. I'm hoping this will help others who are looking to utilise the OOTB Product Catalog to serve their...
How to configure rules for lead scoring and lead qualification in ServiceNow SOMT
Does ServiceNow SOMT provide out of the box capabilities to configure rules for lead scoring and lead qualification ? Does it need to be done using decision tables and business rules ? Is there any AI model which ServiceNow provides for lead scoring ...
How to bulk publish or retire a product offering
Hello everyone,Is there any way to bulk publish or retire a product offering and product offering catalog? If yes, please share your ideas. Thanks,JK
Resolved! servicenow Sales and order management catalogs promotions
I’ve recently started working with SOM, and I’m setting up a sample catalog to evaluate whether our current catalog can be migrated to ServiceNow.Is it possible to configure promotions (e.g., for a specific use case or a particular product configurat...