Customer Contracts and Entitlements release notes
Summarize
Summary of Customer Contracts and Entitlements release notes
The ServiceNow® Customer Contracts and Entitlements application provides a robust foundation for storing and managing customer service contracts and entitlements. The Zurich release introduces significant enhancements that empower ServiceNow customers to efficiently manage contract renewals, modifications, and pricing schedules, thereby streamlining contract lifecycle management within the platform.
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Key Features
- Contract Renewals: Initiate renewals at both the contract and contract line levels, creating renewal quotes and orders linked to original contracts for complete renewal history tracking.
- Add Contract Lines: Add new line items directly to existing contracts either from the contract itself or during quote or contract modification processes.
- Contract Modifications: Modify contracts from the contract header or specific contract lines, generating quotes or orders that reflect the desired changes.
- Upsell and Downsell: Adjust quantities on contract lines by increasing or reducing them, with updated quotes or orders generated accordingly.
- Price Ramps Support: Define pricing and quantity schedules across specific time periods within contracts, capturing dynamic pricing details upon order completion.
- Renewals Workflow Enhancements: Configure separate dates for renewal opportunity and quote generation, automatic updates of renewed quotes with new products, and support for non-standard renewals including early and late renewals.
- Modify Line Item Quantities: Swap subscribed products or services partially or fully within contract line items.
Activation and Availability
Customer Contracts and Entitlements is available through the ServiceNow Store and requires activation of the Customer Contracts and Entitlements (com.snpsscore) plugin, which needs a separate subscription. Upon activation, new contracts and entitlements use a new data model with updated APIs and workflows. Legacy contracts remain viewable but cannot be modified.
Integration with Related ServiceNow Applications
The application integrates seamlessly with various ServiceNow features and applications to enhance contract and service management capabilities:
- Flow Designer: Enables orchestration of workflows to track execution status.
- Order Management: Supports fulfillment of customer orders created from sales agreements.
- Install Base Management: Tracks customer product usage and purchases across industries.
- Next Experience UI Builder: Facilitates low-code building of UI pages for workspace and portal experiences.
- Product Catalog Management: Organizes products and services for easy agent access and quoting.
- Pricing Management: Supports pricing setup and adjustments within quotes.
- Workspace: Provides a unified graphical interface with customer service-specific tools for agent efficiency.
The ServiceNow® Customer Contracts and Entitlements application provides the foundation for storing and managing customer service contracts and entitlements. Customer Contracts and Entitlements was enhanced and updated in the Zurich release.
Customer Contracts and Entitlements highlights for the Zurich release
- Initiate renewals from contracts at the contract or contract line level.
- Add new line items to an existing contract.
- Initiate modification from the contract header.
- Add or reduce quantities on a contract line.
- Define pricing and quantity schedules in contracts across specific time periods.
See Customer Contracts and Entitlements for more information.
New in the Zurich release
- Renew a service contract
- Initiate renewals from contracts at either the line level or the contract level. The resulting renewal quotes and orders generate a new contract that is associated with the original contract in the renewal history.
- Add contract lines to a service contract
- Add new line items to an existing contract by initiating the flow from contract. You can also add new line items to an existing contract while modifying a quote or contract.
- Modify a service contract
- Initiate a modification from the contract header to generate a quote or order containing all contract lines. You can also select specific contract lines and initiate a modification, resulting in a quote or order that includes only the selected lines.
- Upsell or Downsell a service contract line
- Select one or more root contract lines to adjust quantities. You can add or reduce quantities on a contract line by selecting the Upsell or Downsell feature. After updating the quantities of the contract lines, a single quote or order is generated with the updated quote lines.
- Support Price Ramps in contract
- Enable customers to specify price ramps for a product or service in a single quote. When the quote is completed and the order process is finalized, the contract captures the new pricing details.
- Enhancements in Renewals workflow
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- Configure renewal opportunity and quote generation dates on separate dates.
- Renewed quotes automatically update when new products are added to auto-renewed contracts.
- Non-Standard Renewals
- Renew customer contracts outside the standard renewal cycle. You can perform early renewals to generate new contracts with updated pricing terms or late renewals to extend contracts after the expiry date.
- Modify line item quantities
- Swap an existing subscribed product or service with another product, either partially or fully.
Activation information
Install Customer Contracts and Entitlements 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.
Customer Contracts and Entitlements is available with activation of the Customer Contracts and Entitlements (com.sn_pss_core) plugin, which requires a separate subscription. For details, see Configure Customer Contracts and Entitlements.