Filtering of Product Catalog based on Customer fields
Hi Community, Is it possible to Filter Product Offerings available in the Catalog available inside Quote based on Customer fields or Quote fields? regardsMontoo Garg
Forum Posts
Resolved! How to modify default UI action
Hi Community, I need to modify the "Create Opportunity" UI action on the account record to restrict users from creating a new opportunity if the account is blacklisted.I have searched for the "Create Opportunity" UI action in the list, but I couldn't...
How can we customise business capabilities hierarchy based on user roles.
Hello Everyone, I have an requirement to customise the Business capabilities hierarchy in Enterprise Architecture dashboard based on the user roles. There is an option of 3 vertical dot (Kebab Menu) icon, where we have option to Create Sub-capability...
Resolved! Clone/Copy Quote line item
Hi All, I am currently exploring the SOM functionalities and want to know if following functionalities are available in the current release or if it's on the roadmap. 1. Clone/Copy Quote line item - As there could be complex product configuration in ...
Resolved! Display order of Product Offerings in Product Catalog
Hello Community, How to change display order of Product Offerings in Product Catalog?It seems to be automatically arranged in descending order by Product Offering Code. But I'd like to manage them by manual.Is it possible? if so, how to manage it? Th...
Resolved! Deal Size automatically calculated by Line Items in Opportunity Management
Hello Community, I have an idea regarding "Deal Size" in Opportunity Management. As I understand it, currently the Deal Size is not automatically calculated based on the Opportunity Line Items. This means that I have to manually enter the value into ...
Need clarification on Order Management Characteristic Option based Decomposition Rule
I have two characteristic options defined in my product specification as shown below: I have created a decomposition rule as pasted below and I am expecting the system will decompose my Service Order when I am having the "Service Fee" option set as ...
Associating existing project/program created in SPM with an order in OMT
I have found several references wherein you can create project oversight in SPM from the order in OMT. My requirement is other way round wherein a program/project is first created in SPM and then the order is created in OMT. Is there any way to captu...
