Resolved! plugins are needs to be installed for Sales and Order Management
Hi All,Can help me with which are the plugins needs to be installed for SOM in PDI, Any help is highly appreciated.
Forum Posts
Resolved! In Customer order -change flow - service orders are getting generated - fallout task as well
We are creating customer order where action is ADD(It is creating Customer Order-OrderLineItem-Product Order-ServiceOrders)- Working as per OOBWhile we are creating customer order where action is CHANGE(Providing external Product Inventory ID which ...
Scheduling the reports customer specific from a consolidate report for all customers
Hi Team, Can anyone suggest on possibility to trigger schedules for reports per customer wise from a single consolidated report consisting of records from all customers.
Inventory Guidance
Hi,I am wondering what would be the best way to model products in the product offering catalog for order management, in case of products that would usually be sold in bigger quantities and would not need to be tracked individually as inventory.Is the...
Resolved! CPQ Certification
I've been through what appears to be most of the material on CPQ/Logik available in the training community. I'm wondering if there's a certification path or deeper dive training available or being planned. I'm from old school BigMachines quoting and...
In SOM Product Offering, is there an OOTB way to identify “in-house vs resale” (incl. physical goods
Hi everyone,We are considering using SOM (Sales and Order Management) to build an internal Lead-to-Cash process.Our product master is planned to be centered on Product Offering / Product Specification. In our business, the downstream process changes ...
Resolved! Quote line item currency
Hello, In the Quote Line Items, currencies appear differently for different users—some see values in USD while others see them in INR. On what basis is the currency determined for line items? Additionally, how can we standardize the currency across a...
Issue with the Pricing Adjustments in SOMT
Hello, After upgrading the SOMT plugin from below versionssn_csm_price_mtrxPricing Matrix Management8.0.0 9.1.0 sn_csm_pricingPrice Management14.0.0 15.1.0 OOB Pricing adjustment functionality is not working and also price adjustment tab disappeared ...
Modeling a Product Offering with multiple Product Specifications in ServiceNow TMT/SOM
Hello Community,I am working on ServiceNow Sales and SOM (TMT) and trying to model a product offering.Scenario:I have a single offering called “Home Bundle Silver”, which includes multiple components:• Broadband• Video• Home PhoneEach of these compon...
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 ...