---
sourceDocument: Australia Sales Customer Relationship Management
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/order-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Prerequisites

# Prerequisites for setting up CPQ {#ariaid-title1}

Release version: Australia  
Updated May 5, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read  
Verify that you have completed the prerequisites before setting up the Configurator.

## Before you begin

Role required: admin

## Procedure

1. Navigate to AllSystem ApplicationsAll Available ApplicationsAll.
2. Install the following plugins searching by name or ID; if the plugin does not appear in the results, request it from the ServiceNow Store.  
   Select a version and Load demo data as required.
   * CSM and FSM Workspace Foundation(sn_cwf_wrkspc)
   * Order Management (sn_ind_tmt_orm)
   * Product Catalog Management Core (sn_prd_pm)
   * Price Management (sn_csm_pricing)
   * Quote Management Application (sn_quote_mgmt)
   * Product Configurator (sn_prd_config_ui)
   * Customer Life Cycle Management Workflows (sn_l2c_cust_flows)
   * Product and pricing rules (sn_csm_price_mtrx)
   * Opportunity Management Application (sn_opty_mgmt)
   * Product Offering Recommendations (sn_prd_pm_ra)
   * Order Management Portal (sn_ord_mgmt_portal)
   * Order Operations Case Management (sn_order_case)
   * Case Management for Invoice Operations (sn_csm_invoice)
   * Sales Cart (sn_sales_cart)
   * Customer Life Cycle Managment Self Service (sn_clm_selfservice)
   * Customer Service Portal (sn_csm_portal)
   * CPQ Integration (sn_cpq_intg)
   * CPQ Configurator (sn_cpq_config)
   * Contracts and Entitlement Workflows (sn_contract_ent_wf)
   * Sales Quota Application (sn_quota_app)

   {#prereq-for-cpq-config__ul_clh_xd5_djc}  
   The following are dependent plugins that are installed with the above mentioned plugins. Review and install the plugins if they aren't installed already.
   * Product Catalog Management Core (sn_prd_pm) - installed with Price Management, Product Configurator, Product Offering Recommendations
   * Customer Life Cycle Management Workflows (sn_l2c_cust_flows) - installed with Order management and Quote Management Application, Contracts and Entitlement Workflows
   * Price Management (sn_csm_pricing) - installed with Product and pricing rules, Sales Cart
   * Order Management (sn_ind_tmt_orm) - installed with Order Management Portal, Order Operations Case Management
   * CPQ Integration (sn_cpq_intg) - installed with CPQ Configurator
   {#prereq-for-cpq-config__ul_hjz_3fs_3kc}
3. Gather information regarding your instance.
   1. Navigate to https://\<service_instance_url\>/oauth_entity.do?sys_id=3b119df83b566210a0c0989e53e45a15 for the OAuth Entity record to retrieve the Client ID and Secret.  
      Note:  
      Replace \<service_instance_url\> with your ServiceNow instance in the URL mentioned above.
   2. Verify the CPQ Admin UI Application Registry exists with a ClientID and Client secret.
   3. Select the lock icon of the Client secret field to make it visible.
   4. Copy the  Client ID  and Client secret if exists; use them to request a CPQ instance.
4. Request a CPQ instance using the following the steps.
   1. Navigate to [Now Support](https://support.servicenow.com/now?id=ns_get_help).
   2. Select Create a case.
   3. In the ServiceNow Otto panel, select Create a case.
   4. Select Service request.
   5. In the subject field, enter <kbd class="ph userinput">Request a new CPQ instance</kbd> and select Next.
   6. Choose your instance and select Next.  
      Note:  
      Contact Primary Customer Administrator (PCA) if your instance is not listed in the instances list.
   7. Select Continue.
   8. In the Describe the issue field, enter the following details.  
      * Client ID and Client Secret fetched from Step 3
      * Primary Business Contact (name and email address)
      * Instance Owner (name and email address)
      * ServiceNow Instance URL
   9. Select Continue.
   10. Review the summary and select Confirm and Submit.

## Result

You will receive an email with the CPQ details. Select the View request to access the support portal and set a password.  
Note:  
You can proceed with the guided setup only after you receive CPQ details.

## What to do next

[Set up CPQ using guided setup](https://www.servicenow.com/docs/BZ65oTwg3iStrrrvEotSkQ "The guided setup organizes the configuration activities into modules and tracks completion as each activity is completed.")

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