Managing post-fulfillment order changes
Summarize
Summary of Managing post-fulfillment order changes
This feature enables ServiceNow customers to efficiently manage various types of post-fulfillment order changes—including canceling, suspending, resuming, disconnecting, moving, and modifying products or services—after the initial order has been fulfilled. It supports maintaining service quality and operational accuracy by handling requests such as upgrading connectivity, changing service specifications, or relocating products.
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Key Features
- Action Types: Create orders with specific action types like Change, Move, Disconnect, Suspend, and Resume to address different post-fulfillment scenarios.
- Inventory Management: When modifying or canceling product or service inventories, the system generates order line items based on defined specifications. For change orders, line items are created only for selected service inventories, with special handling for parent-child inventory hierarchies.
- Move Orders: Allows agents to change the service location of product inventory at the order line level. Validation ensures that child line items have correct move operations, uniform service locations, and inventory availability before approval.
- Suspend and Resume: Temporarily suspend or reactivate product and service inventories, enabling management of customer requests to pause and later resume services.
- Order Lifecycle: The post-sale change order process involves creating an order with the required action, selecting inventory items to modify, submitting for approval, decomposing the order into tasks, and fulfilling the order by closing relevant tasks.
- Customer Account Integration: Manage post-sale changes not only for products and services but also for associated contracts and entitlements directly from the customer accounts page.
Key Outcomes
By leveraging these post-fulfillment order change capabilities, ServiceNow customers can:
- Maintain accurate inventory and service states after initial fulfillment.
- Handle customer requests for service modifications efficiently, supporting service upgrades, suspensions, location changes, and cancellations.
- Ensure operational consistency through validation rules and structured workflows for move orders and other changes.
- Manage the entire post-sale order lifecycle within the ServiceNow platform, enhancing customer experience and operational control.
Efficiently handle a variety of post-fulfillment changes to maintain service quality and operational accuracy after initial order fulfillment. These changes include canceling, suspending, resuming, disconnecting, and modifying orders. Each change type has distinct workflows, dependencies, and impacts on inventory and service states.
After an initial order is fulfilled, existing customers may want to disconnect, suspend, or resume a product or service or change specifications or location for a product they’ve purchased. For example, a customer might want to disconnect their current 4G connectivity and upgrade it to 5G connectivity. You can manage such requests by creating orders with action type as Change, Move, Disconnect, Suspend, and Resume. For more information, see Action types for customer and service orders.
When you change a product or service inventory record, the ServiceNow AI Platform creates the order line items from the specifications that you have defined. In a change service order inventory, the order line items are created only for your selected service inventories. If you select inventories that are top-order parent items, the order line items are created only for the parent items, not for the child order items. When the additional product is added to the change order, an inventory record is created for the added product. The new inventory is mapped to the new hierarchy.
When you’re canceling a product or service order inventory, the ServiceNow AI Platform creates the order line items according to the specifications that you have defined. To cancel a product order inventory record, if your selected inventories are top-order parent items, the order line items are created for both the parent items and the child order items. If your selected inventories are child-order items, the order line items are created only for the child items.
- All the associated child line items of the move order must have the move operation selected as true and the Order line action must have one of the actions Change or Add or Disconnect.
- All the associated child line items of the move order the service location must be the same.
- All the inventory associated with a product being moved must be available in the move order.
- Create an order with the required action type.
- Select product inventory items that you want to modify from the catalog.
- Review and submit the order for approval.
- Approve the order.
The order is decomposed and order tasks are created.
- Fulfill the orders by closing the order tasks, domain orders, and work orders, if any.
You can also manage post-sale change requests from the customer accounts page, not only for products and services sold to a customer, but also to contracts and entitlements associated with the products and services. For more information about customer life cycle workflows, see .