Sold product form

  • Release version: Xanadu
  • Updated February 5, 2025
  • 2 minutes to read

    • Descriptions of the fields on the sold product form.

    Table 1. Sold Product form
    Field Description
    Name Name of the product or service sold.
    Parent Sold Product Parent of the sold product, if applicable.
    Account Account that is associated with the sold product.
    Note:
    If you select an account, the Household, Service Organization, and Consumer fields are hidden. The Consumer field is active only when the B2B2C plugin is installed.
    Contact Contact that is primarily responsible for the sold product.
    Note:
    Only the contacts that belong to the chosen account are shown in the Contact column.
    Consumer Consumer that is associated with the sold product.
    Note:
    This field is active only when the B2B2C plugin is installed.
    Product Product model that the sold product belongs to.
    Household Household to which this sold product belongs to.
    Note:
    If you select a household, the Service Organization, Account, and Contact fields are hidden.
    Service Organization Internal or external entity that is involved in providing a service to the customer.
    Note:
    If you select a service organization, the Household, Account, Contact, and Consumer fields are hidden. The Service Organization field is active only when the service organization plugin is installed.
    Service Offering Service offering that is associated with the sold product.
    Note:
    • The Service Offering field may not appear by default in the user interface. If it doesn't appear, add the Service Offering field by using the form layout.
    • If the product model already has a service offering that is associated with it, this field is automatically populated.
    Product Offering Product offering that is associated with a sold product.
    Note:
    The Product Offering field appears only to CSM agents, managers, and the contributor persona.
    Quantity Quantity of a product that is sold to a customer.
    Unit net price Net price of a single unit of the specific sold product.
    Pricing method Pricing methods that are associated to a specific sold product, whether recurring or one-time.
    Periodicity Frequency of the pricing method, whether it’s weekly, monthly, annually, and so on.
    Unit of measurement Measurement of entitlements and products that a customer has purchased.
    Note:
    The Unit of measurement field appears only to CSM agents, managers, and the contributor persona.
    Offering type Type of product offer that is associated to a sold product.
    Note:
    Only the sold products that have an offering type as product appear in the sold product related lists on the Accounts page.

    The default value of the field remains as Product.
    Relationship type Relationship of a sold product that supports implicit entitlements.
    Note:
    The default value of the Relationship field is None.
    Product location The service location of the sold product.
    Product specification The product specification associated with a sold product.
    Note:
    The Product specification field is available only if you have the Product Catalog Management Core (com.sn_prd_pm) plugin and is not available on the form by default.
    Provider service organization The service organization that sells and supports the products or services owned by the customer.