--- sourceDocument: yokohama Combined Product Files sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/delta-xanadu-yokohama Release : - yokohama ft:locale : - en-US ft:publication_title : - yokohama Combined Product Files ft:clusterId : - delta3yx bundleId : - delta3yx --- # Combined Opportunity Management release notes for upgrades from Xanadu to Yokohama # Combined Opportunity Management release notes for upgrades from Xanadu to Yokohama {#ariaid-title1} Release version: Yokohama Updated October 8, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 4 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Combined Opportunity Management Release Notes for Upgrades from Xanadu to Yokohama This consolidated release notes document provides ServiceNow customers with key information about Opportunity Management updates and features introduced from the Xanadu release through to Yokohama. It helps customers prepare for their upgrade by summarizing new features, changes, deprecations, and important upgrade tasks related to Opportunity Management. Show full answer Show less ## New Features * **Xanadu Release:** * **Microsoft Teams Sidebar Integration:** Collaborate directly within Opportunity Management by using the sidebar integrated with Microsoft Teams. This enables communication with sales, legal, and product teams through messages, emojis, and attachments to accelerate deal closure. (Requires upgrading the ServiceNow AI Platform to Xanadu.) * **Create Quotes from Opportunity Line Items:** Generate quotes by selecting individual line items on opportunity records, improving quote accuracy and efficiency. * **Location-Based Transactions:** Specify customer locations in the product catalog to filter eligible products when adding to opportunities. Products can also be copied across customer locations within the same opportunity. * **Quote and Opportunity Synchronization:** Maintain consistency between quotes and opportunities by syncing line item values, enabling accurate revenue tracking. * **Subscription Revenue Metrics:** Automatically calculate recurring and one-time revenue metrics for product and service subscriptions, providing sales teams with visibility into revenue dynamics. * **Yokohama Release:** * **Product Configurator:** Sales representatives can customize complex product bundles early in the sales cycle to accurately capture detailed requirements and pricing. * **Opportunity Revision Post-Upgrade:** Use scheduled jobs to update existing opportunities to support parent-child opportunity line items, ensuring feature consistency. * **Opportunity Kanban View Roll-up Amount:** View automatically calculated roll-up amounts in the base currency across all opportunity stages in the Kanban view for enhanced financial insight. ## Changes, Removals, and Deprecations * **Changes and Removals:** No updates or removals were recorded for Opportunity Management in the Xanadu or Yokohama releases. * **Deprecations in Xanadu:** Several fields on the Opportunity and Opportunity Line Items records were deprecated, including: * Total Monthly Recurring Price * Total Annual Recurring Price * ARR Budget Type * Estimated Unit Price * Estimated Total Price * Total Recurring Price No deprecations occurred in Yokohama. ## Upgrade and Activation Information * Before upgrading to Yokohama, review and complete any pre- and post-upgrade tasks to ensure a smooth transition. * Opportunity Management must be installed by requesting it from the ServiceNow Store for both Xanadu and Yokohama releases. ## Additional Notes * No changes in browser requirements, accessibility, or localization were noted between Xanadu and Yokohama releases. * Highlighted enhancements include improved collaboration capabilities via Microsoft Teams integration and enhanced product customization and financial visibility in Yokohama. Consolidated page of all release notes for Opportunity Management from Xanadu to Yokohama. ## How to use this page To help you prepare for your upgrade, we have combined the cross-family Opportunity Management release notes onto one page. Read this summary of the new features, changes, and updated information for your product from Xanadu to Yokohama. 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 Opportunity Management to Yokohama Before you upgrade to Yokohama, review these pre- and post-upgrade tasks and complete the tasks as needed. {#dfrn3-opportunitymanagement-summary__entry__2} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | [ ] ## New features Between your current release family and Yokohama, new features were introduced for Opportunity Management. {#dfrn3-opportunitymanagement-summary__entry__8} | Release | Release notes | |-|-| | Xanadu | [Use the Sidebar integration with Microsoft Teams](https://www.servicenow.com/docs/access?context=opportunity-management-sidebars-teams&family=xanadu&ft:locale=en-US) : Collaborate on an opportunity with your sales managers and solution consultants, or product and legal teams by using the sidebar integrated with Microsoft Teams to close the deal or opportunity. Additionally, you can communicate with the stakeholders through messages, emojis, and attachments. : Note: To use this feature, you must upgrade your ServiceNow AI Platform to Xanadu. To learn more, see [Upgrade to the Xanadu release](https://www.servicenow.com/docs/access?context=upgrades-overview&family=xanadu&ft:locale=en-US). [Create quotes from opportunity line items](https://www.servicenow.com/docs/access?context=opportunity-management-create-quote-line-items&family=xanadu&ft:locale=en-US) : Create quotes by selecting individual line items within an opportunity record. [Location-based transactions for Opportunity Management](https://www.servicenow.com/docs/access?context=location_based_transactions_for_opportunity&family=xanadu&ft:locale=en-US) : * Enable agents to specify a customer location in the product catalog and display only the eligible products for that location when they're adding products to opportunities. * Copy products (line items) to other customer locations within the same opportunity. [Sync quote and opportunity](https://www.servicenow.com/docs/access?context=synchronise_quote_and_opportunity&family=xanadu&ft:locale=en-US) : * Establish a synhronisation between quote and opportunity to ensure that values across Opportunity-Quote, and Opportunity Line items-Quote Line items are consistent. This synchronisation allows changes to automatically copy into the opportunity record. * Track revenue from an opportunity accurately by keeping opportunities and quotes in synchronisation. [Subscription revenue metrics](https://www.servicenow.com/docs/access?context=som-subscription-pricing&family=xanadu&ft:locale=en-US) : Provide system-calculated recurring and one-time revenue amounts for product and service subscriptions for opportunities. These amounts help sales agents and managers to gain visibility into revenue metrics and recurring revenue dynamics. | | Yokohama | [\[Placeholder link text to key bundle-omgmt.opportunity-management-add-product-to-opportunity\]](https://www.servicenow.com/docs/access?context=opportunity-management-add-product-to-opportunity&family=yokohama&ft:locale=en-US) : Enables the sales representatives to customize the complex product offerings by using the product configurator. This ensures that the sales representatives identify and share the detailed requirements and price to the customer much earlier in the cycle. [Revise existing opportunities after an upgrade](https://www.servicenow.com/docs/access?context=revise-existing-opportunities-post-upgrade&family=yokohama&ft:locale=en-US) : Enable the sales representatives to use the scheduled job to modify older opportunities to incorporate the functionality of supporting parent-child opportunity line items. [View the roll-up amount in the Opportunity Kanban View](https://www.servicenow.com/docs/access?context=opportunity-management-kanban-view&family=yokohama&ft:locale=en-US) : Enables customers to view the roll-up amount that is automatically calculated in the base currency for all opportunity stages in the Kanban View. | [ ] ## Changes Between your current release family and Yokohama, some changes were made to existing Opportunity Management features. {#dfrn3-opportunitymanagement-summary__entry__14} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | [ ] ## Removed Between your current release family and Yokohama, some Opportunity Management features or functionality were removed. {#dfrn3-opportunitymanagement-summary__entry__20} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | [ ] ## Deprecations Between your current release family and Yokohama, some Opportunity Management features or functionality were deprecated. {#dfrn3-opportunitymanagement-summary__entry__26} | Release | Release notes | |-|-| | Xanadu | The following fields are deprecated in the Details tab on Opportunity record. * Total Monthly Recurring Price * Total Annual Recurring Price * ARR * Budget Type The following fields are depracated in the Details tab on Opportunity Line Items record. * Estimated Unit Price * Estimated Total Price * Total Recurring Price | | Yokohama | No updates for this release. | [ ] ## Activation information Review information on how to activate Opportunity Management. {#dfrn3-opportunitymanagement-summary__entry__32} | Release | Release notes | |-|-| | Xanadu | Install Opportunity Management by requesting it from ServiceNow Store. | | Yokohama | Activation information : Install Opportunity Management by requesting it from ServiceNow Store. Important: Opportunity Management is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes. | [ ] ## Additional requirements If any additional requirements were introduced or changed for Opportunity Management we have noted them here. {#dfrn3-opportunitymanagement-summary__entry__38} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | [ ] ## Browser requirements If any specific browser requirements were introduced or changed for Opportunity Management we have noted them here. {#dfrn3-opportunitymanagement-summary__entry__44} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | [ ] ## Accessibility information Review details on accessibility information for Opportunity Management, such as specific requirements or compliance levels. {#dfrn3-opportunitymanagement-summary__entry__50} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | [ ] ## Localization information If there are specific localization considerations for Opportunity Management we have noted them here. {#dfrn3-opportunitymanagement-summary__entry__56} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | [ ] ## Highlight information If there are specific highlight considerations for Opportunity Management we have noted them here. {#dfrn3-opportunitymanagement-summary__entry__62} | Release | Release notes | |-|-| | Xanadu | * Collaborate with your internal and external stakeholders by using the sidebar and Microsoft Teams integration on an opportunity. * Create quotes for the selected line items in an opportunity record by using the new UI action. See [Opportunity Management](https://www.servicenow.com/docs/access?context=opportunity-management&family=xanadu&ft:locale=en-US) for more information. | | Yokohama | 1. Enable customers to view the roll-up amount in the Kanban View. 2. Enable sales representatives to customize bundled products and products with complex characteristics in the product catalog. See [Opportunity Management](https://www.servicenow.com/docs/access?context=opportunity-management&family=yokohama&ft:locale=en-US) for more information. | [ ]