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sourceDocument: zurich Combined Product Files
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/delta-xanadu-zurich

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    - zurich

ft:locale :

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ft:publication_title :

    - zurich Combined Product Files

ft:clusterId :

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bundleId :

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---

# Combined Order Management release notes for upgrades from Xanadu to Zurich

# Combined Order Management release notes for upgrades from Xanadu to Zurich {#ariaid-title1}

Release version: Zurich  
Updated October 8, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 11 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 Order Management release notes for upgrades from Xanadu to Zurich

This consolidated release notes document provides ServiceNow customers with key information for upgrading Order Management from the Xanadu release family through to Zurich.
It includes important pre- and post-upgrade tasks, new features, changes, deprecations, activation instructions, and other relevant details that enable a smooth transition and improved functionality.
Show full answer Show less  

## Important Upgrade Considerations

* Starting with the Washington DC release, Monthly Recurring Charges (MRC) and Non-Recurring Charges (NRC) for product offerings moved from the product offering data model to the Pricing data model using price lists. Customers upgrading from versions 6.0 or earlier must update pricing accordingly.
* After upgrading to Xanadu, a fix script automatically deactivates certain telecom list records to support order capture resumption.
* Migration of deprecated contract start and end date fields requires manually running a scheduled job to update records to the latest data model.

## New Features

* **Xanadu:** Sales agreements are automatically applied to orders, filtering catalogs by agreement products and prices. Business hours can now be set for Jeopardy Management tasks for planned due dates. Batch updates for product inventory specifications are supported. Agents can create covered products and manage change orders related to entitlements and contracts. New case management applications enable handling of order-related services and multi-line item cases.
* **Yokohama:** Customers can create order-related cases via the Business Portal, improving issue resolution. A hierarchical view of order line items supports visualization of parent-child relationships. Price adjustment details are visible for each order line. Agents can create multiple instances of child product offerings for complex configurations. Transient products (one-time use) can be added to orders. Subscription pricing metrics (monthly and annual recurring prices) are automatically calculated. Cases can reference multiple invoices or invoice lines.
* **Zurich:** The Move Order feature supports location changes and product modifications within orders. Pricing adjustments for order line items can be viewed, added, and edited directly from list views, streamlining manual adjustments. Order Management now summarizes complex orders across products, services, and fulfillment tasks, improving agent productivity. Complex characteristics such as nested objects and arrays are supported for product offerings. An order header discount feature allows applying discounts across multiple order lines efficiently.

## Changes

* **Xanadu:** The latest sales agreement is automatically applied when creating orders, and product locations can be updated at the order line level for location-specific ordering.
* **Zurich:** Integration enhancements with Strategic Portfolio Management (SPM) allow creation and reuse of programs and site projects. The new Coral theme is now the default for portals and apps, including a dark mode option.

## Deprecations and Removals

* Subscription start and end dates were deprecated in the Yokohama release, replaced by contract start and end dates for recurring product terms.
* No features were removed or deprecated in the Zurich release.

## Activation and Additional Requirements

Order Management must be installed by requesting it from the ServiceNow Store. This applies for all releases from Xanadu through Zurich. No additional requirements or browser-specific changes were introduced in the noted releases.

## Accessibility and Localization

The Coral theme introduced in Zurich includes a dark theme option, enhancing accessibility by reducing eye strain and improving readability. No other accessibility or localization updates were noted.

## What This Means for ServiceNow Customers

Upgrading to Zurich provides enhanced order management capabilities such as improved pricing adjustments, support for complex product configurations, streamlined discounting, and better order case management. The integration with SPM and UI improvements with the Coral theme contribute to a modernized user experience. Customers should carefully execute pre-upgrade tasks, including data migrations and pricing model updates, to fully leverage these enhancements and ensure a successful upgrade.  
Consolidated page of all release notes for Order Management from Xanadu 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 Xanadu 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.  
{#dfrn3-ordermanagement-summary__entry__2}

| Release | Release notes |
|-|-|
| Xanadu | Features introduced in the Xanadu release aren't supported in earlier releases of Order Management. If you're upgrading from Order Management for Telecommunications and Media version 6.0 or earlier: * Starting with the  Washington DC release, the  Monthly Recurring Charges  (MRC) and the  Non-Recurring Charges  (NRC) for product offerings and product attribute characteristics are no longer stored in the product offering data model. Instead, the MRC and NRC are stored in the Pricing data model in price lists and price list lines. If you want to upgrade your pricing information to use price lists after upgrading to  Washington DC, see the  [Price Management Plugin (com.sn_csm_pricing) uptake for Telecommunications, Media, and Technology customers upgrading to Washington \[KB1585863\] ](https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB1585863) article in the Now Support Knowledge Base. * After upgrading to the  Xanadu release, a fix script runs automatically to deactivate certain telecommunications list records that are no longer needed to resume the capture of an unfinished order. For more information on these records and using the former order capture process, see the  [Deprecating Telco List for Order Capture \[KB1586538\] ](https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB1586538) article in the Now Support Knowledge Base. If you're an upgrade customer who uses the contract start date and contract end date fields and has records, you can migrate those records to the latest data model by running the Migrate data from deprecated contract fields to new fields on Order and Order Lines scheduled job. This scheduled job must be manually executed by navigating to System DefinitionsScheduled Jobs. For more information on scheduled jobs, see [Scheduled jobs](https://www.servicenow.com/docs/access?context=c_ScheduledJobs&family=xanadu&ft:locale=en-US). |
| 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.  
{#dfrn3-ordermanagement-summary__entry__10}

| Release | Release notes |
|-|-|
| Xanadu | [Add sales agreements to orders](https://www.servicenow.com/docs/access?context=som-add-sales-agreement-to-order&family=xanadu&ft:locale=en-US) :   When an agent creates an order, the sales agreement associated with the account is automatically applied and the catalog is filtered with the agreement products and prices. [Add business hours to Jeopardy Management tasks](https://www.servicenow.com/docs/access?context=configuring-jeopardy-management&family=xanadu&ft:locale=en-US) :   Admins can set planned task due dates, which are calculated based on business hours during weekdays in Jeopardy Management. [Update specification versions](https://www.servicenow.com/docs/access?context=som-specification-version-update&family=xanadu&ft:locale=en-US) :   Admins can perform a batch version update to a product inventory's specification version. [Add covered products to an order](https://www.servicenow.com/docs/access?context=som-update-covered-products&family=xanadu&ft:locale=en-US) :   Agents can create covered products and modifications as part of an order capture to establish coverage relationships. They can also create change orders that remove sold products or install base items as covered products from entitlements and contracts. Order to Cash Operations : * [Order Operations Case Management](https://www.servicenow.com/docs/access?context=csm-case-mgmt-order-ops&family=xanadu&ft:locale=en-US): Use the Order Operations Case Management application (com.sn_order_case) to create order cases that reference multiple line items, including orders and order lines. Agents can use these cases to process order-related services such as order changes, inquiries, and disputes. * [Case lines and workflows](https://www.servicenow.com/docs/access?context=csm-case-mgmt-case-lines&family=xanadu&ft:locale=en-US): Use the Case lines and workflows application (com.sn_case_line) to reference multiple line items on a case record, including orders or order lines, invoices or invoices lines, contracts, and sold products. |
| Yokohama | [Business Portal for order case management](https://www.servicenow.com/docs/access?context=order-mgt-business-portal&family=yokohama&ft:locale=en-US) :   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](https://www.servicenow.com/docs/access?context=view-price-adjustment-details-order-lines&family=yokohama&ft:locale=en-US) :   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](https://www.servicenow.com/docs/access?context=product-catalog-managment&family=yokohama&ft:locale=en-US) :   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](https://www.servicenow.com/docs/access?context=product-catalog-managment&family=yokohama&ft:locale=en-US) :   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. [Add subscription pricing to an order](https://www.servicenow.com/docs/access?context=add-subscription-pricing-to-an-order&family=yokohama&ft:locale=en-US) :   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. [Business Portal for Order Management](https://www.servicenow.com/docs/access?context=order-mgt-create-an-order-using-customer-portal&family=yokohama&ft:locale=en-US) :   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](https://www.servicenow.com/docs/access?context=csm-invoice-operations&family=yokohama&ft:locale=en-US) :   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. |
| Zurich | [Move order](https://www.servicenow.com/docs/access?context=move-order&family=zurich&ft:locale=en-US) :   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](https://www.servicenow.com/docs/access?context=add-pricing-adjustment-to-an-order-line-item&family=zurich&ft:locale=en-US) :   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](https://www.servicenow.com/docs/access?context=now-assist-order-mgmt-summarize-order&family=zurich&ft:locale=en-US) :   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 [ServiceNow Otto for Order Management release notes](https://www.servicenow.com/docs/access?context=now-assist-order-management-rn&family=zurich&ft:locale=en-US). [Support for complex characteristics for orders](https://www.servicenow.com/docs/access?context=som-using&family=zurich&ft:locale=en-US) :   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](https://www.servicenow.com/docs/access?context=defining-prod-characteristics&family=zurich&ft:locale=en-US). * 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 [\[Placeholder link text to key bundle-omgmt.create-compatibility-rules\]](https://www.servicenow.com/docs/access?context=create-compatibility-rules&family=zurich&ft:locale=en-US), [Decomposition rules](https://www.servicenow.com/docs/access?context=order-mgt-create-decomposition-rules&family=zurich&ft:locale=en-US), and [Domain order](https://www.servicenow.com/docs/access?context=define-domain-order-attributes&family=zurich&ft:locale=en-US). [Order header discount](https://www.servicenow.com/docs/access?context=add-header-discount-to-an-order&family=zurich&ft:locale=en-US) :   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.  
{#dfrn3-ordermanagement-summary__entry__18}

| Release | Release notes |
|-|-|
| Xanadu | [Add a sales agreement](https://www.servicenow.com/docs/access?context=som-add-sales-agreement-to-order&family=xanadu&ft:locale=en-US) :   When an agent creates an order, the latest sales agreement associated with the account is automatically applied and the catalog is filtered to display the agreement's products and prices. [Update product locations at the order line level](https://www.servicenow.com/docs/access?context=order-mgt-copy-order-line-location&family=xanadu&ft:locale=en-US) :   Agents can create orders by location, which enables them to tailor orders for a customer location and streamline the ordering process by managing orders that have multiple locations. |
| Yokohama | No updates for this release. |
| Zurich | [Changes to OM integration with SPM](https://www.servicenow.com/docs/access?context=configure-site-project-product-offering&family=zurich&ft:locale=en-US) :   Use OM integration with SPM to create program, reuse program, create site project and reuse site project in the SPM. Coral theme :   Coral is now the default theme for new portal, web, and mobile experiences with Next Experience or Core UI enabled. This theme provides a fresh look and feel, featuring brand-neutral illustrations to enhance your user experience. A dark theme option is available for web and mobile experiences. |
[ ]

## Removed

Between your current release family and Zurich, some Order Management features or functionality were removed.  
{#dfrn3-ordermanagement-summary__entry__26}

| Release | Release notes |
|-|-|
| Xanadu | No updates for this release. |
| 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.  
{#dfrn3-ordermanagement-summary__entry__34}

| Release | Release notes |
|-|-|
| Xanadu | No updates for this release. |
| 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. {#dfrn3-ordermanagement-summary__entry__40} | 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.  
{#dfrn3-ordermanagement-summary__entry__50}

| Release | Release notes |
|-|-|
| Xanadu | Install Order Management by requesting it from the ServiceNow Store. Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) 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](https://www.servicenow.com/docs/access?context=sn-store-release-notes&family=xanadu&ft:locale=en-US). |
| Yokohama | Activation information :   Install Order Management by requesting it from the ServiceNow Store. Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) 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](https://www.servicenow.com/docs/access?context=sn-store-release-notes&family=yokohama&ft:locale=en-US). Important: Order Management is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes. |
| Zurich | Activation information :   Install Order Management by requesting it from the ServiceNow Store. Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) 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](https://www.servicenow.com/docs/access?context=sn-store-release-notes&family=zurich&ft:locale=en-US). Important: Order 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 Order Management we have noted them here.  
{#dfrn3-ordermanagement-summary__entry__58}

| Release | Release notes |
|-|-|
| Xanadu | No updates for this release. |
| 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.  
{#dfrn3-ordermanagement-summary__entry__66}

| Release | Release notes |
|-|-|
| Xanadu | No updates for this release. |
| 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.  
{#dfrn3-ordermanagement-summary__entry__74}

| Release | Release notes |
|-|-|
| Xanadu | No updates for this release. |
| Yokohama | No updates for this release. |
| Zurich | Accessibility information : Dark theme :   The new Coral theme includes a dark theme option for web and mobile experiences. This option is commonly used to alleviate eye strain and improve readability. |
[ ]

## Localization information

If there are specific localization considerations for Order Management we have noted them here.  
{#dfrn3-ordermanagement-summary__entry__82}

| Release | Release notes |
|-|-|
| Xanadu | No updates for this release. |
| 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.  
{#dfrn3-ordermanagement-summary__entry__90}

| Release | Release notes |
|-|-|
| Xanadu | * Sales agreements associated with the account are automatically applied and the catalog is filtered to display the agreement's products and prices. * Admins can set planned task due dates in Jeopardy Management, which are calculated based on business hours during weekdays. * Order agents can associate product specifications to a product offer at any level of a product offer hierarchy. * Admins can update product inventory records in a batch when there are changes to product specifications. * Order agents create orders tailored to each customer location from the product catalog. * Agents can use the Order Operations Case Management application to create cases for customer orders, unifying order tracking and resolution solutions. See [Order management](https://www.servicenow.com/docs/access?context=reviewing-approving-fulfilling-orders&family=xanadu&ft:locale=en-US) for more information. |
| 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](https://www.servicenow.com/docs/access?context=order-mgt-exploring&family=yokohama&ft:locale=en-US) 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](https://www.servicenow.com/docs/access?context=explore-order-management&family=zurich&ft:locale=en-US) for more information. |
[ ]

*[\>]: and then


