Combined Product Catalog Management and Pricing Management release notes for upgrades from Yokohama to Zurich
Summarize
Summary of Combined Product Catalog Management and Pricing Management Release Notes for Upgrades from Yokohama to Zurich
This consolidated release notes document guides ServiceNow customers upgrading Product Catalog Management and Pricing Management from the Yokohama release to the Zurich release. It summarizes new features, changes, and important upgrade tasks to help you prepare and optimize your product catalog and pricing capabilities in Sales and Order Management applications.
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Important Upgrade Tasks
- After upgrading to the May 2025 release, run a scheduled job to enable the Allow multiple configurations option for product offerings with associated product specifications, supporting multiple customized child product instances in configurable opportunities, quotes, and orders.
- Review the default pricing plans introduced in May 2025 and Zurich releases. Determine whether to publish the new default plans or customize them to retain previous pricing functionalities, such as net price calculations and roll-up steps.
- To switch from the legacy product configurator to the CPQ Configurator, enable the
snprdpm.enableadvancedconfigurationsystem property after upgrade. - For AI-powered product catalog search, install Now Assist for Sales Force Automation (SFA) before upgrading and enable AI Search by running configuration jobs and setting the
enableaisearchincatalogsystem property post-upgrade.
Key New Features
Product Catalog Management
- Configurable Product Offerings and Blueprints: Create and manage blueprints that define attributes, relationships, pricing rules, and configuration rules for customizable products using the CPQ Configurator to improve quoting and ordering experiences.
- AI Search: Enable semantic search in the product catalog interface, supporting synonyms, multi-language queries, Boolean operators, typo correction, and configurable search rules for faster, relevant product discovery.
- Complex Characteristics: Define nested, object-based product and specification characteristics with various data types (integer, decimal, date/time, arrays) to support advanced product conditions and fulfillment tasks.
- Product Offering Recommendations: Provide sales agents with upsell and cross-sell product recommendations directly in quotes to enhance sales opportunities.
- Business Portal Integration: Allow customers to browse configurable products and order them via the Business Portal using the product configurator.
Pricing Management
- Derived Product Pricing: Define dynamic pricing relationships where product prices are calculated based on other products’ prices or transaction-level values, visible to sales agents in real time.
- Price and Quantity Ramps: Create scheduled pricing and quantity changes over time for configurable product offerings to support evolving deals.
- Price Adjustments for MACD Activities: Support different price bases (original, fresh, zero) for pricing products during Move, Add, Change, Delete operations.
- Cost-Based Attribute Adjustments: Set product costs based on specific attributes like model or size to enhance margin calculations in quotes.
Notable Changes
- Multiple Configurations: Agents can clone or split child product offerings to create multiple instances with unique configurations in quotes and orders.
- Transient Product Offerings: Define single-use products (e.g., installation services) flagged as transient, which do not support MACD actions and are marked inactive after fulfillment.
- Minor Updates to Published Products: Make minor changes such as display name, description, or images on published product offerings without creating new versions.
- Enhanced Export/Import: Support exporting and importing complex product catalog entities, including characteristic hierarchies and catalog versions, to facilitate data migration between instances.
- Pricing Plan Enhancements: New “Apply Renewal Adjustment” step in pricing plans to calculate contract renewal uplifts or markdowns, enabled by default but customizable.
Activation and Licensing
The Product Catalog Management and Pricing Management features are included with Sales and Order Management store applications and do not require separate activation. Depending on entitlements, customers can install additional applications like Product and Pricing Rules or CPQ Integration from the ServiceNow Store to extend functionality.
Additional Information
- No features were removed or deprecated between Yokohama and Zurich releases.
- There are no new browser, accessibility, or localization requirements introduced for these releases.
What to Expect
Upgrading to Zurich enhances your ability to create flexible, configurable products with detailed blueprints and complex characteristics, improve pricing strategies with dynamic and ramped pricing, and accelerate product discovery using AI-powered search. These enhancements empower sales and fulfillment agents, as well as customers using the Business Portal, to efficiently configure, price, and order products aligned with evolving business needs.
Consolidated page of all release notes for Product Catalog Management and Pricing Management from Yokohama to Zurich.
How to use this page
To help you prepare for your upgrade, we have combined the cross-family Product Catalog Management and Pricing Management release notes onto one page. Read this summary of the new features, changes, and updated information for your product from Yokohama to Zurich.
Important information for upgrading Product Catalog Management and Pricing Management to Zurich
Before you upgrade to Zurich, review these pre- and post-upgrade tasks and complete the tasks as needed.
| Release | Release notes |
|---|---|
Yokohama |
After upgrading to the May 2025 release of Sales and Order Management applications, you must run a scheduled job that automatically enables the Allow multiple configurations option when your catalog admin creates product offerings
with an associated product specification. This job is called Scheduled job with an upgrade script to set 'allow_multiple_configurations' to true on an Offering. When multiple product offering configurations
are allowed in configurable opportunities, quotes, or orders, agents can create multiple instances of a child product offering and define custom configurations for each offering instance.
Note: The Allow multiple
configurations option is always enabled (set to true) for all product offerings that have an associated product specification. However, if the product specification has a child hierarchy, this option is honored only
for orders placed through the TMF APIs. For specifications without a hierarchy, the flag is honored across all ordering channels. The May 2025 release provides a default pricing plan that includes a new step, Apply Renewal Adjustment. If you've been using a custom pricing plan from an earlier release, review the default pricing plan, which is in a Retired state after upgrading to the May 2025 release. Determine whether you want to publish the default plan or customize the default pricing plan for your needs and then publish the custom plan to be used. |
Zurich |
Pricing Management v15.0.0 provides a default pricing plan that includes new steps to support pricing strategies introduced in this release. If you're using a custom pricing plan from an earlier release, review the default pricing plan, which is in a Retired state after you upgrade. Determine whether you want to publish the default plan or customize the default pricing plan for your needs. The default plan contains new steps for calculating net pricing and roll-up values for configurable products in quotes and orders: Net Price Calculation, Line Rollup, and Header Rollup steps. This pricing functionality existed in previous releases for quotes and orders but wasn’t included in the default pricing plan. To retain this previous functionality for quotes and orders, you must add the Net Price Calculation, Line Rollup, and Header Rollup steps in your custom pricing plan before you publish it for use. If you used the legacy product configurator previously and want to use the CPQ Configurator, after upgrading set the sn_prd_pm.enable_advanced_configuration system property to true. When set to true, this property enables the CPQ Configurator. If you want to use AI Search for product catalog searches, before upgrading install Now Assist for Sales Force Automation (SFA), which includes the plugins needed for AI Search functionality. After upgrading, complete various steps to implement AI Search. These steps include running a scheduled job to set up AI Search and enabling AI Search in the product catalog interface by setting the enable_ai_search_in_catalog system property to true. For details on these configuration steps, see Configuring AI Search for product catalog search. |
New features
Between your current release family and Zurich, new features were introduced for Product Catalog Management and Pricing Management.
| Release | Release notes |
|---|---|
Yokohama |
|
Zurich |
|
Changes
Between your current release family and Zurich, some changes were made to existing Product Catalog Management and Pricing Management features.
| Release | Release notes |
|---|---|
Yokohama |
|
Zurich |
|
Removed
Between your current release family and Zurich, some Product Catalog Management and Pricing Management features or functionality were removed.
| Release | Release notes |
|---|---|
Yokohama |
No updates for this release. |
Zurich |
No updates for this release. |
Deprecations
Between your current release family and Zurich, some Product Catalog Management and Pricing Management features or functionality were deprecated.
| Release | Release notes |
|---|---|
Yokohama |
No updates for this release. |
Zurich |
No updates for this release. |
Activation information
Review information on how to activate Product Catalog Management and Pricing Management.
| Release | Release notes |
|---|---|
Yokohama |
The Product Catalog Management and Pricing Management features are included with each store application and don’t need activation. Depending on your entitlements, you can install the Product and Pricing Rules application for pricing and product eligibility matrices and the product configurator feature from the ServiceNow Store. Visit the ServiceNow Store 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. |
Zurich |
The Product Catalog Management and Pricing Management features are included with Sales and Order Management store applications and don’t need activation. Depending on your entitlements, you can install the Product and Pricing Rules application for pricing and product eligibility matrices and the CPQ Integration application for the CPQ Configurator from the ServiceNow Store. |
Additional requirements
If any additional requirements were introduced or changed for Product Catalog Management and Pricing Management we have noted them here.
| Release | Release notes |
|---|---|
Yokohama |
No updates for this release. |
Zurich |
No updates for this release. |
Browser requirements
If any specific browser requirements were introduced or changed for Product Catalog Management and Pricing Management we have noted them here.
| Release | Release notes |
|---|---|
Yokohama |
No updates for this release. |
Zurich |
No updates for this release. |
Accessibility information
Review details on accessibility information for Product Catalog Management and Pricing Management, such as specific requirements or compliance levels.
| Release | Release notes |
|---|---|
Yokohama |
No updates for this release. |
Zurich |
Localization information
If there are specific localization considerations for Product Catalog Management and Pricing Management we have noted them here.
| Release | Release notes |
|---|---|
Yokohama |
No updates for this release. |
Zurich |
No updates for this release. |
Highlight information
If there are specific highlight considerations for Product Catalog Management and Pricing Management we have noted them here.
| Release | Release notes |
|---|---|
Yokohama |
See Product Catalog Management and Pricing Management for more information. |
Zurich |
See Product Catalog Management and Pricing Management for more information. |