How to implement Sales Agreement in Xanadu latest release (Best Practice)
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12-01-2024 05:37 PM
I am using the latest feature of Sales Agreement (ver 2.0.0).
Can anyone give me some steps and best practices for using Sales Agreement? Of course, I have already checked the ServiceNow documentation, but I have still a few questions.
https://www.servicenow.com/docs/bundle/xanadu-order-management/page/product/tmt-order-mgt/concept/cr...
For example, I have confirmed that the Sales Agreement is automatically applied to Orders.
On the other hand, how can I create a Quote with a Sales Agreement applied; is it best practice to apply a Price Book created from a Sales Agreement to the Quote?
Also, how can I create an order with multiple Sales Agreements applied?
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12-01-2024 07:43 PM
HI @Satoshi Abe ,
Please refer to this doc: https://www.servicenow.com/docs/bundle/xanadu-order-management/page/product/tmt-order-mgt/task/quote...
You cannot select Multiple Sales Agreements in a order, you can select only one at a time .
Also refer to this video: https://www.youtube.com/watch?v=zCCbYr15dG8
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12-01-2024 08:03 PM
Thanks for the reply.
However, I have already checked the document and video you suggested. I am asking the above question after reviewing these.