Modify a sold product and hierarchy

Modify a sold product and its complete hierarchy on the CSM Configurable Workspace so that you can update its existing configurations. For example, you may want to modify a sold product's characteristics and the line items (hierarchy) that are associated with it.

About this task

After an order is created, the fulfillment process for the order begins. After the order is fulfilled and marked Complete, the order to sold product flow is triggered. This flow applies the changes to the sold products. The changes are based on the updates that are specified on the order.

Before you begin

Required plugins: Product Configurator UI (app-prd-config-ui)

Role required: sn_ind_tmt_orm.order_admin or sn_ind_tmt_orm.order_agent

Procedure

1. Navigate to All > CSM/FSM Configurable Workspace.
2. In the list view, select Customer > Accounts.
3. Open the account that the sold product belongs to.
4. In the Sold Products related list, select the product that you want to modify the characteristics and line items for.
5. Select Modify.
6. On the Configurator UI, modify the existing configurations for the sold product.
   To learn more about the Configurator UI, see Exploring Sales Customer Relationship Management.
7. Select Update.
   An order to modify the sold product is created. You can select the order number from the confirmation message on the sold products page to open the order and see the order line items. Alternatively, you can find the order in the Customer Orders list.