How to implement Sales Agreement in Xanadu latest release (Best Practice)

Satoshi Abe
Mega Sage

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?

2 REPLIES 2

Community Alums
Not applicable

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

 

Thanks for the reply.
However, I have already checked the document and video you suggested. I am asking the above question after reviewing these.