Combined Order Management release notes for upgrades from Yokohama to Zurich

  • Release version: Zurich
  • Updated August 11, 2026
  • 6 minutes to read
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    Summary of Combined Order Management Release Notes for Upgrades from Yokohama to Zurich

    This consolidated release note provides ServiceNow customers with essential information for upgrading Order Management from the Yokohama to the Zurich release. It summarizes new features, changes, deprecations, and upgrade considerations relevant to the Order Management product family, enabling customers to prepare effectively for the upgrade and understand the enhancements that Zurich brings.

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    New Features

    • Yokohama Enhancements:
      • Business Portal for Order Case Management: Allows customers to create cases for common order issues like delivery delays directly via the Business Portal, improving resolution speed and customer satisfaction.
      • Hierarchical View of Order Line Items: Enables agents to visualize parent-child relationships within order lines for better order understanding.
      • Price Adjustment Details: Provides detailed visibility into pricing adjustments at each step, helping agents understand how net prices are derived.
      • Multi-instance Product Offering Configurations: Allows creation of multiple instances of child product offerings with individual configurations when quantity is greater than one.
      • Transient Products: Supports adding one-time use products or services to orders without maintaining sold product or inventory records.
      • Business Portal for Order Management: Customers can browse product catalogs, configure products, place orders, and track order status.
      • Cases for Multiple Invoices: Agents can create cases referencing multiple invoices or invoice lines, tracking and resolving issues independently per line.
      • Subscription Pricing on Orders: Displays calculated subscription metrics such as monthly and annual recurring prices to enhance revenue reporting and understanding of recurring revenue.
    • Zurich Enhancements:
      • Move Order Functionality: Supports move journeys involving location changes, attribute updates, and product additions or deletions.
      • Pricing Adjustments for Order Line Items: Allows quick viewing, adding, and editing of manual price adjustments directly from list views, streamlining agent workflows.
      • Order Management Summarization: Summarizes complex orders across products, services, and fulfillment tasks to improve agent productivity and decision-making.
      • Support for Complex Characteristics: Enables defining complex product characteristics using object structures, arrays, and multiple data types, with advanced rules for compatibility, decomposition, and attribute propagation.
      • Order Header Discount: Provides the ability to apply discounts across multiple order lines with a single action, improving pricing consistency and processing speed for large orders.

    Changes

    • Zurich Patch 5: Enhanced integration between Order Management (OM) and Strategic Portfolio Management (SPM) to support creation and reuse of programs, site projects, and maintain project hierarchies.

    Deprecations

    • Yokohama Q2 2025 Release: The subscription start and end date fields were deprecated. Customers should now use contract start and end dates to calculate subscription terms. Several associated recurring price fields in order and order line item tables are no longer supported.

    Activation and Installation

    Order Management must be requested and installed via the ServiceNow Store. No additional activation steps or browser requirements have changed between Yokohama and Zurich.

    Practical Benefits for ServiceNow Customers

    • Improved customer self-service and faster issue resolution through enhanced Business Portal capabilities.
    • Greater pricing transparency and flexibility with detailed price adjustments and order header discounts.
    • Support for complex product configurations and move orders, enabling more accurate and flexible order handling.
    • Streamlined workflows for agents through summarization features and direct price adjustment editing.
    • Better integration with Strategic Portfolio Management for managing related projects and programs.
    • Clear guidance on deprecated features ensures smooth transition and usage of the latest recommended fields and practices.

    Consolidated page of all release notes for Order Management from Yokohama to Zurich.

    How to use this page

    To help you prepare for your upgrade, we have combined the cross-family Order Management release notes onto one page. Read this summary of the new features, changes, and updated information for your product from Yokohama to Zurich.

    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 Order 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

    No updates for this release.

    Zurich

    No updates for this release.

    New features

    Between your current release family and Zurich, new features were introduced for Order Management.

    Release Release notes

    Yokohama

    Business Portal for order case management
    Enable your customers to create cases for common order-related issues such as delivery delays, quantity disputes, and other routine inquiries directly using the Business Portal, ensuring faster issue resolution and improved customer satisfaction. This application is a feature of Customer Service Management and the Order to Cash Operations functionality for Order Management.
    Hierarchical view of order line items
    Enable order agents and order managers to use the hierarchical list view to view parent and child relationships within order lines.
    Price adjustment details for order lines
    Provides order agents and order managers the visibility into the price adjustments applied at each step of the pricing plan, including a detailed breakdown of all adjustments applied to the unit base price and unit list price to see how the unit net price is derived.
    Multi-instance product offering configurations
    Create multiple instances of a child product offering in orders to generate a custom configuration for each product offering instance. When a child product offering has a quantity greater than 1, agents can clone or split a child product offering to create multiple product offering instances so that each quantity has its own configuration.
    Transient products
    Add transient products, which are defined as one-time-use products or services, to new orders. Sold product and product inventory records are created but not maintained for transient products. Move, Add, Change and Disconnect (MACD) actions are not supported for transient products.
    Business Portal for Order Management
    Use the Business Portal to view product catalogs, select product options, and place orders. Customers can also view their order status using the Business Portal.
    Cases for multiple invoices
    Create cases for multiple invoices or for specific invoice lines. Agents can reference multiple invoices or invoice lines as case line items on an invoice case record. By using case line items, agents can track multiple issues for the same invoice case and resolve the issues in each case line item independently before resolving and closing the order case. This application is a feature of Customer Service Management and the Order to Cash Operations functionality for Order Management.
    Add subscription pricing to an order
    Enable order agents and order managers to access and view key calculated metrics such as monthly recurring price and annual recurring price. The subscription pricing fields are automatically calculated based on contract start date and contract end date. These metrics enhance revenue reporting and help you to better understand recurring revenue dynamics.

    Zurich

    Move order
    The move order helps agents to perform move journey that requires location change, the location and change of attribute values, the location change and add or delete the product.
    Pricing Adjustments for order line items
    Enables order agents to quickly view, add, and edit manual price adjustments for order line items directly from the list view, reducing clicks and streamlining the process. This new experience makes it easier for order agents to enter manual price adjustments and provides a holistic view of both automatic and manual adjustments.
    Summarization for Order Management
    Summarizes complex orders across products, services, and fulfillment tasks. This helps agents quickly understand status, take the right actions, and avoid navigating fragmented views. This results in easier next steps and improved productivity. For more information, see the Now Assist for Order Management release notes.
    Support for complex characteristics for orders
    Take advantage of the following complex characteristics for orders:
    • Define complex characteristics for product offerings and specifications using object structures, data arrays, and other data input types such as String, Integer, Date, DateTime, and Decimal. For more information, see Defining characteristics and options.
    • Define compatibility, decomposition, and attribute propagation rules based on conditions that use characteristics at any level of a complex attribute hierarchy. For more information, see Create a compatibility rule, Decomposition rules, and Domain order.
    Order header discount

    Provide order agents with the ability to apply discounts across multiple order lines with a single action through an order header discount feature. This feature streamlines discounting workflows, improves pricing consistency, and helps speed up order processing for large complex deals.

    Changes

    Between your current release family and Zurich, some changes were made to existing Order Management features.

    Release Release notes

    Yokohama

    No updates for this release.

    Zurich

    Zurich Patch 5
    Changes to OM integration with SPM
    Use OM integration with SPM to create program, reuse program, create site project and reuse site project in the SPM.

    Removed

    Between your current release family and Zurich, some Order 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 Order Management features or functionality were deprecated.

    Release Release notes

    Yokohama

    • The Subscription start and end dates have been deprecated starting with the Q2 2025 release. Use the Contract start date and Contract end date to calculate Terms for setting subscriptions for recurring products.
    • The fields listed for the following tables are no longer supported.
      Table name Fields
      Order (sn_ind_tmt_orm_order) Total monthly recurring price, Total annual recurring price
      Order line item (sn_ind_tmt_orm_order_line_item) Cumulative monthly recurring price, Cumulative annual recurring price, Subscription start date, Subscription end date
      Order line item (sn_csm_om_order_line_item) Total recurring price

    Zurich

    No updates for this release.

    Activation information

    Review information on how to activate Order Management.

    Release Release notes

    Yokohama

    Install Order Management by requesting it 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

    Install Order Management by requesting it from the ServiceNow Store.

    Additional requirements

    If any additional requirements were introduced or changed for Order 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 Order 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 Order 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 Order 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 Order Management we have noted them here.

    Release Release notes

    Yokohama

    • Enable order agents to view price adjustment details while processing orders.
    • Enable customers to view the product catalog, add products to a shopping cart, and create orders by using the Business Portal.
    • Create cases for multiple orders or for specific order lines using the Business Portal.
    • Create cases for multiple invoices or for specific invoice lines.
    • Provide metrics that help sales agents and sales managers track and analyze the revenue impact of subscriptions.

    See Order Management for more information.

    Zurich

    • Handle move orders support.
    • Enhance the Order management (OM) integration with Strategic Portfolio Management (SPM) to enable projects for site and maintain program project and sub-project hierarchy.
    • Enables agents to change the location for product inventory at the order line level.
    • Support for nested objects, arrays, and custom attributes to model complex products.​
    • Support for order header discounts​.

    See Order management for more information.