--- sourceDocument: australia Combined Product Files sourceDocumentLink: https://www.servicenow.com/docs/r/australia/delta-zurich-australia Release : - australia ft:locale : - en-US ft:publication_title : - australia Combined Product Files ft:clusterId : - delta3az bundleId : - delta3az --- # Combined Partner Relationship Management release notes for upgrades from Zurich to Australia # Combined Partner Relationship Management release notes for upgrades from Zurich to Australia {#ariaid-title1} Release version: Australia Updated November 5, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 5 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Combined Partner Relationship Management Release Notes for Upgrades from Zurich to Australia This consolidated guide provides ServiceNow customers with key information on upgrading Partner Relationship Management (PRM) from the Zurich to Australia release family. It highlights new features, changes, activation details, and important upgrade tasks to help you prepare and leverage PRM capabilities effectively after the upgrade. Show full answer Show less ## Key Features * **Quote and Order Management Plugins:** Install the *Quote Management for Channel Partners* plugin to enable channel partners and sales representatives to create, manage, and track quotes. Similarly, the *Order Management for Channel Partners* plugin facilitates the entire order lifecycle and order tracking among partners. * **Segment Management:** Use the segment table to create partner groupings based on performance tiers, enabling tailored support and incentive programs. * **Deal Registration Management:** Empower channel partners with exclusive rights to work on specific deals, track deal registrations through configurable forms, and convert registrations into opportunities using a playbook available in the Partner portal. * **Partner Workspace \& CRM Workspace:** With appropriate roles (enterprisepartneradmin, enterprisepartnerrelmanager), users can manage partner details, cases, orders, and sold products via dedicated workspaces. * **Advanced Deal Registration Features in Australia:** Submit deal registrations for approval with configurable rules, auto-approval of low-risk deals, audit trails, and notifications. Manage deal registration tasks with auto-creation rules and centralized visibility in the Channel Partner workspace. * **Quote Self-Service Application:** Channel partners can create and track quotes independently through a guided quoting experience in the Partner portal without access to internal workspaces. * **Opportunity Management Plugin:** Enable channel partners to track opportunities effectively with the installation of this plugin. * **Partner Portal Enhancements:** The Partner portal offers an improved landing page for easier navigation and member registration. ## Changes * Zurich release introduced the ability for enterprise agents to create and update deal registrations on the Partner portal and convert them into opportunities. * Australia release did not introduce additional changes to existing features. ## Activation and Installation Partner Relationship Management must be activated by requesting the application from the ServiceNow Store. Customers can browse available apps and submit requests as needed. No changes in activation procedures were introduced in the Australia release. ## Additional Notes * No features or functionalities were removed or deprecated between Zurich and Australia. * No additional browser requirements, localization changes, or accessibility updates were introduced. * Use the CRM Workspace in Zurich release to provide enterprise administrators comprehensive partner details. ## Practical Considerations for Upgrade Before upgrading to Australia, review and complete all pre- and post-upgrade tasks related to Partner Relationship Management to ensure a smooth transition and access to enhanced deal registration approvals, task management, and self-service quoting capabilities. Focus on enabling relevant plugins and assigning appropriate roles to leverage the new and improved features. Consolidated page of all release notes for Partner Relationship Management from Zurich to Australia. ## How to use this page To help you prepare for your upgrade, we have combined the cross-family Partner Relationship Management release notes onto one page. Read this summary of the new features, changes, and updated information for your product from Zurich to Australia. Tip: If there were no updates for a release notes section in a certain family release, we included a short note for your reference. For example, if a product did not have any updates in Tokyo, the row says "No updates for this release." ## Important information for upgrading Partner Relationship Management to Australia Before you upgrade to Australia, review these pre- and post-upgrade tasks and complete the tasks as needed. {#dfrn3-partnerrelationshipmanagement-summary__entry__2} | Release | Release notes | |-|-| | Zurich | No updates for this release. | | Australia | No updates for this release. | [ ] ## New features Between your current release family and Australia, new features were introduced for Partner Relationship Management. {#dfrn3-partnerrelationshipmanagement-summary__entry__8} | Release | Release notes | |-|-| | Zurich | [\[Placeholder link text to key install-quote-management-for-channel-partners\]](https://www.servicenow.com/docs/access?context=install-quote-management-for-channel-partners&family=zurich&ft:locale=en-US) : Install the Quote Management for Channel Partners (com.snc.partner_relationship_management_qm) plugin to enable channel partners, B2B and B2C sales representatives, and managers to create, read, update, and track quotes associated with channel partners. [\[Placeholder link text to key install-order-management-for-channel-partners\]](https://www.servicenow.com/docs/access?context=install-order-management-for-channel-partners&family=zurich&ft:locale=en-US) : Install the Order Management for Channel Partners plugin (com.snc.partner_relationship_management_orm) to facilitate the entire order life cycle, especially indirect sales and enable channel partners to track orders with channel partners. [\[Placeholder link text to key configure-segment-management\]](https://www.servicenow.com/docs/access?context=configure-segment-management&family=zurich&ft:locale=en-US) : Use the segment \[sn_seg_segment\] table to create records, track partner progress toward the next tier, and group partners effectively based on performance into multiple segments for tailored support, incentives, and visibility. [\[Placeholder link text to key deal-registration-management\]](https://www.servicenow.com/docs/access?context=deal-registration-management&family=zurich&ft:locale=en-US) : Provide channel partners with exclusive rights to work on a particular deal registration or customer for a period of time.Use the configurable deal registration form to track deal registrations, information related to it, and successfully convert deal registrations to opportunities. Use the deal registration playbook on the Partner portal to provide channel partners the flexibility to create new deal registrations and track their end to end life cycle. [Data model for PRM](https://www.servicenow.com/docs/access?context=data-model-for-partner-relationship-management&family=zurich&ft:locale=en-US) : Enable a user with the sn_prm.enterprise_partner_admin role to map the fields on the channel partner record to their corresponding fields on the company record. [Partner Workspace](https://www.servicenow.com/docs/access?context=partner-workspace&family=zurich&ft:locale=en-US) : Manage and view the partner details via the Partner workspace if you have the sn_prm.enterprise_partner_admin role or the sn_prm.enterprise_partner_rel_manager role. [Partner Workspace](https://www.servicenow.com/docs/access?context=partner-workspace&family=zurich&ft:locale=en-US) : Enable a user with the sn_prm.enterprise_partner_rel_manager role to manage cases, orders, sold products, and install bases by using the Partner Overview tab in the CRM Workspace. | | Australia | [Deal registration Advanced Approval Framework](https://www.servicenow.com/docs/access?context=self-service-quote&family=australia&ft:locale=en-US) : Submit deal registrations for approval, configure rules by deal attributes, and auto-approve low-risk deals. Lock records during review, recall and resubmit if needed, track audit trails, and automatically notify approvers. [Deal registration task management](https://www.servicenow.com/docs/access?context=self-service-quote&family=australia&ft:locale=en-US) : Create and manage structured deal registration tasks, configure auto-creation rules via Flow Designer, centralize visibility in Channel Partner workspace. Notify assigned users via email, and control data growth with retention policies. [Install Quote Management for Channel Partners](https://www.servicenow.com/docs/access?context=install-quote-management-for-channel-partners&family=australia&ft:locale=en-US) : Install the Quote Management for Channel Partners plugin (com.snc.partner_relationship_management_qm) to enable channel partners to track quotes with channel partners. [Quote creation via Self-Service for Channel Partners](https://www.servicenow.com/docs/access?context=self-service-quote&family=australia&ft:locale=en-US) : Channel partners can create, manage, and track quotes end-to-end in the Partner portal using the new Quote Self-Service application (`com.sn_quote_self_service`). Built on the existing Quote Management application, the guided quote creation playbook delivers a self-service quoting experience without requiring access to internal workspaces. [Install Opportunity Management for Channel Partners](https://www.servicenow.com/docs/access?context=install-opportunity-management-for-channel-partners&family=australia&ft:locale=en-US) : Install the Opportunity Management for Channel Partners plugin (com.snc.partner_relationship_management_oppty) to enable channel partners to track opportunities with channel partners. | [ ] ## Changes Between your current release family and Australia, some changes were made to existing Partner Relationship Management features. {#dfrn3-partnerrelationshipmanagement-summary__entry__14} | Release | Release notes | |-|-| | Zurich | [\[Placeholder link text to key register-a-deal-partner-portal\]](https://www.servicenow.com/docs/access?context=register-a-deal-partner-portal&family=zurich&ft:locale=en-US) : Create and update deal registrations on the Partner portal to enable enterprise agents to convert them into an opportunity. [Partner portal experience](https://www.servicenow.com/docs/access?context=using-partner-relationship-management&family=zurich&ft:locale=en-US) : The new Partner portal landing page provides a new look and navigation to raise inquiries or register members. | | Australia | No updates for this release. | [ ] ## Removed Between your current release family and Australia, some Partner Relationship Management features or functionality were removed. {#dfrn3-partnerrelationshipmanagement-summary__entry__20} | Release | Release notes | |-|-| | Zurich | No updates for this release. | | Australia | No updates for this release. | [ ] ## Deprecations Between your current release family and Australia, some Partner Relationship Management features or functionality were deprecated. {#dfrn3-partnerrelationshipmanagement-summary__entry__26} | Release | Release notes | |-|-| | Zurich | No updates for this release. | | Australia | No updates for this release. | [ ] ## Activation information Review information on how to activate Partner Relationship Management. {#dfrn3-partnerrelationshipmanagement-summary__entry__32} | Release | Release notes | |-|-| | Zurich | Activation information : Install Partner Relationship Management by requesting it from the ServiceNow Store. Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the [ServiceNow Store version history release notes](https://www.servicenow.com/docs/access?context=sn-store-release-notes&family=zurich&ft:locale=en-US). Important: Partner Relationship Management is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes. | | Australia | No updates for this release. | [ ] ## Additional requirements If any additional requirements were introduced or changed for Partner Relationship Management we have noted them here. {#dfrn3-partnerrelationshipmanagement-summary__entry__38} | Release | Release notes | |-|-| | Zurich | No updates for this release. | | Australia | No updates for this release. | [ ] ## Browser requirements If any specific browser requirements were introduced or changed for Partner Relationship Management we have noted them here. {#dfrn3-partnerrelationshipmanagement-summary__entry__44} | Release | Release notes | |-|-| | Zurich | No updates for this release. | | Australia | No updates for this release. | [ ] ## Accessibility information Review details on accessibility information for Partner Relationship Management, such as specific requirements or compliance levels. {#dfrn3-partnerrelationshipmanagement-summary__entry__50} | Release | Release notes | |-|-| | Zurich | No updates for this release. | | Australia | No updates for this release. | [ ] ## Localization information If there are specific localization considerations for Partner Relationship Management we have noted them here. {#dfrn3-partnerrelationshipmanagement-summary__entry__56} | Release | Release notes | |-|-| | Zurich | No updates for this release. | | Australia | No updates for this release. | [ ] ## Highlight information If there are specific highlight considerations for Partner Relationship Management we have noted them here. {#dfrn3-partnerrelationshipmanagement-summary__entry__62} | Release | Release notes | |-|-| | Zurich | Use the CRM Workspace to enable your enterprise administrators to view all the details that are related to their partners. See [Partner Relationship Management](https://www.servicenow.com/docs/access?context=partner-relationship-management&family=zurich&ft:locale=en-US) for more information. | | Australia | No updates for this release. | [ ]