--- sourceDocument: zurich Combined Product Files sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/delta-yokohama-zurich Release : - zurich ft:locale : - en-US ft:publication_title : - zurich Combined Product Files ft:clusterId : - delta3zy bundleId : - delta3zy --- # Combined Product Catalog Management and Pricing Management release notes for upgrades from Yokohama to Zurich # Combined Product Catalog Management and Pricing Management release notes for upgrades from Yokohama to Zurich {#ariaid-title1} Release version: Zurich Updated October 8, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 14 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 Product Catalog Management and Pricing Management Release Notes for Upgrades from Yokohama to Zurich This document consolidates release notes for Product Catalog Management and Pricing Management upgrades from the Yokohama release to the Zurich release, providing ServiceNow customers with essential information on new features, changes, upgrade requirements, and activation guidelines. It enables customers to understand enhancements and adjustments to product cataloging, pricing strategies, configurator capabilities, and AI-powered search functionalities to optimize sales and order management processes. Show full answer Show less ## Important Upgrade Information * **Yokohama to May 2025 Release:** After upgrading Sales Customer Relationship Management applications, run a scheduled job that enables the *Allow multiple configurations* option for product offerings with associated specifications, allowing multiple customized instances of child product offerings in configurable opportunities, quotes, or orders. * **Pricing Plans:** The May 2025 and Zurich releases introduce default pricing plans with new steps such as *Apply Renewal Adjustment* , *Net Price Calculation* , *Line Rollup* , and *Header Rollup*. Customers using custom plans from earlier releases should review and possibly customize and publish these default plans to retain or enhance pricing functionality. * **CPQ Configurator:** To switch from the legacy configurator to the new CPQ Configurator after upgrading, set the system property `snprdpm.enableadvancedconfiguration` to true. * **AI Search Integration:** To enable AI-powered semantic searches in the product catalog, install the ServiceNow Otto for Sales Automation plugin before upgrading and complete post-upgrade setup, including enabling the system property `enableaisearchincatalog`. ## New Features * **Product Offering Recommendations:** Sales agents receive upsell and cross-sell recommendations within quotes created from product catalog entries. * **Business Portal Product Configurator:** Customers can view and order products using the product configurator directly in the Business Portal for Order Management. * **AI Search Queries:** Enables semantic search with support for synonyms, multi-language queries, Boolean operators, and typo correction, configurable by catalog admins. * **Derived Product Pricing:** Supports dynamic pricing relationships where product prices derive from other products or transaction-level values, visible in real time during quoting and ordering. * **Price and Quantity Ramps:** Allows creation of scheduled pricing and quantity changes for configurable recurring products over time. * **Complex Characteristics:** Supports object-based product and specification characteristics with multiple data types for advanced configuration scenarios, though not supported in the CPQ Configurator. * **Blueprints for Configurable Products:** Enables creation and management of blueprints containing product attributes, relationships, rules, and child products to guide configurable product creation. * **Cost-Based Attribute Adjustments:** Pricing admins can adjust product costs based on attributes like model or size to improve margin calculations in quotes. ## Changes and Enhancements * **Multiple Configurations:** Agents can clone or split child product offerings to create multiple uniquely configured instances within configurable opportunities, quotes, and orders. * **Transient Product Offerings:** Single-use products like installation or consulting services are flagged as transient and handled differently in fulfillment and inventory. * **Minor Edits on Published Products:** Minor changes such as display name, description, or image can now be made without creating new product versions. * **New Pricing Plan Steps:** Zurich release introduces several pricing plan steps including analyzing line changes, annual price increase adjustments, net price calculations, and derived price calculations to support complex pricing strategies. * **Export/Import Enhancements:** Improved support for exporting and importing product catalog entities, including complex characteristic hierarchies and version management across ServiceNow instances. * **Coral Theme and Dark Mode:** New default Coral theme offers a fresh, brand-neutral UI with an optional dark mode for better accessibility and readability. ## Activation and Additional Information * Product Catalog Management and Pricing Management features come included with Sales Customer Relationship Management store applications and require no separate activation. * Additional applications like the Product and Pricing Rules application (for pricing and eligibility matrices) and CPQ Integration application (for blueprints and configurator) are available in the ServiceNow Store and can be installed based on entitlements. * AI Search requires pre-installation of specific plugins and post-upgrade configuration steps to enable semantic search capabilities. * No features were removed or deprecated between Yokohama and Zurich releases. * Accessibility improvements include the introduction of a dark theme option to reduce eye strain. 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. 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 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. {#dfrn3-productcatalogmanagementandpricingmanagement-summary__entry__2} | Release | Release notes | |-|-| | Yokohama | Upgrade information : After upgrading to the May 2025 release of Sales Customer Relationship 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 | Upgrade information : 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 ServiceNow Otto for Sales Automation, 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](https://www.servicenow.com/docs/access?context=configure-ai-search-prod-catalog&family=zurich&ft:locale=en-US). | [ ] ## New features Between your current release family and Zurich, new features were introduced for Product Catalog Management and Pricing Management. {#dfrn3-productcatalogmanagementandpricingmanagement-summary__entry__8} | Release | Release notes | |-|-| | Yokohama | [Product offering recommendations](https://www.servicenow.com/docs/access?context=product-catalog-managment&family=yokohama&ft:locale=en-US) : Provide sales agents with offer recommendations for upselling or cross-selling additional products in quotes. Product catalog admins create the offer recommendations for sellable products. Sales agents can view the recommendations when adding products to quotes from the product catalog or when reviewing the lines items for a quote. [Product catalog and product configurator in the 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) : Enable customers to view the product catalog and order products using the product configurator in the Business Portal for Order Management. | | Zurich | [AI Search queries in the product catalog interface](https://www.servicenow.com/docs/access?context=configure-ai-search-prod-catalog&family=zurich&ft:locale=en-US) : Enable semantic search features that agents and customers can use in the product catalog to find relevant product offerings. Users can search by product offer attributes, characteristics, and child offerings, and also view auto-complete suggestions. AI Search supports queries with synonyms, multi-languages, Boolean operators, and auto-correction (typo handling). Product catalog admins can configure stop words, synonyms, and rules that control the search results displayed. [Derived product pricing](https://www.servicenow.com/docs/access?context=configuring-related-product-pricing&family=zurich&ft:locale=en-US) : Define dynamic product pricing relationships between products, where the price for a product is derived from the price of another product or transaction-level values, such as the total quote value or annual contract value (ACV). When sales or order agents add the product to a quote or order, they can see how the product price is derived in real time. [Price and quantity ramps](https://www.servicenow.com/docs/access?context=defining-products-with-ramps&family=zurich&ft:locale=en-US) : Enable product catalog admins to identify configurable product offerings for which pricing ramps can be created. These product offerings must also have the recurring pricing method. Sales agents create price ramps for quote lines that define and schedule pricing and quantity changes as product deals evolve over a given time period. [Product pricing changes related to MACD activities](https://www.servicenow.com/docs/access?context=net-pricing-sp-contracts&family=zurich&ft:locale=en-US) : Support different price bases, such as original prices, fresh prices, or zero prices, used to calculate pricing for products during MACD activities. [Create configurable offerings and blueprints](https://www.servicenow.com/docs/access?context=som-create-configurable-prod-offerings&family=zurich&ft:locale=en-US) : Enable product catalog admins to generate blueprints for configurable products using the CPQ Configurator. A blueprint contains the product attributes, product relationships, product and pricing rules, and child products that control the structure of a configurable product offering. It also contains configuration rules, such as inclusion, exclusion, and determination. Blueprints drive the agent and customer experience when configurable products are added using the configurator. Catalog admins can review and update an offering blueprint in the CPQ Configurator, then publish the product offering to the product catalog. [Complex characteristics](https://www.servicenow.com/docs/access?context=som-product-config-add-characteristics&family=zurich&ft:locale=en-US) : Starting with Product Catalog Management Core v13.0, enable product catalog admins to define product and specification characteristics using an object-based structure that supports the following data types: integer, decimal, date and date time, and data arrays. For example, product catalog admins can use these new data types to define characteristics for communication products, such as routing characteristics, that have nested levels of characteristics and characteristic options. These complex characteristics can then be used to define conditions for setting decomposition, attribute propagation, and compatibility rules. * Agents can view and select the complex characteristics available for configurable product offerings when creating opportunities, quotes, and orders. Complex attributes are displayed as separate nodes in the product hierarchy tree of the legacy product configurator interface. * Fulfillment agents can perform fulfillment tasks that capture complex characteristic data for new or MACD orders. * Customers can view and select complex characteristics when using the Business Portal to order configurable products. Note: Complex characteristics aren't supported in the CPQ Configurator. [Cost-based attribute adjustments](https://www.servicenow.com/docs/access?context=create-cost-attribute-adjustment&family=zurich&ft:locale=en-US) : Enable pricing admins or managers to set different product costs based on product attributes, such as model or size, by using cost book-specific or product offering-based adjustments for cost book lines. Previously, only a single cost amount was captured for a product offering, even if the product had different attributes that affected the product cost. These adjustments determine the base product cost used to calculate profit margins for sales agents when they create quotes for customers. | [ ] ## Changes Between your current release family and Zurich, some changes were made to existing Product Catalog Management and Pricing Management features. {#dfrn3-productcatalogmanagementandpricingmanagement-summary__entry__14} | Release | Release notes | |-|-| | Yokohama | [Multiple configurations](https://www.servicenow.com/docs/access?context=multiple-child-offering-configurations&family=yokohama&ft:locale=en-US) : Define child product offerings that can have multiple configurations in configurable opportunities, quotes, and orders. Agents can clone or split a child product offering to create multiple product offering instances. Each quantity for an offering instance can then have its own unique configuration. [Transient product offerings](https://www.servicenow.com/docs/access?context=configuring-transient-products&family=yokohama&ft:locale=en-US) : Define single-use product offerings, such as installation services or consulting services, as transient products that are fulfilled in ServiceNow Order Management. After orders for transient products are fulfilled, sold product or product inventory records are created but have an Inactive status. Move, Add, Change, Delete (MACD) actions aren't supported for the sold product or product inventory records of transient products. [Configurable pricing plan enhancements](https://www.servicenow.com/docs/access?context=configuring-pricing-plan&family=yokohama&ft:locale=en-US) : * Apply Renewal Adjustment step: This new step determines whether a contract renewal adjustment, either a markup or markdown amount or percentage, is to be calculated and applied. For example, as a pricing admin, you might want to apply a pricing uplift of a fixed amount at contract renewal. This renewal adjustment step is enabled by default, but you can change or remove it in a custom configurable pricing plan. * Extension point updates: The ListPriceExtensionPoint, which gathers the data needed to make required adjustments, now includes the adjustment data for contract renewals. [Needs analysis in CRM Workspace](https://www.servicenow.com/docs/access?context=configuring-needs-analysis&family=yokohama&ft:locale=en-US) : Starting with the Yokohama release, the options for configuring a needs analysis are available in the List view of the CRM Workspace and can be found by navigating to Needs. [Volume-based pricing](https://www.servicenow.com/docs/access?context=configure-volume-pricing&family=yokohama&ft:locale=en-US) : Set volume discounts for product offerings based on the product quantity. | | Zurich | [Support minor changes to published product offerings and specifications](https://www.servicenow.com/docs/access?context=minor-updates-published-offerings-specs&family=zurich&ft:locale=en-US) : Make minor changes to published versions of a product offering or specification, without creating a version. Minor updates include changes such as modifying the product offering display name, description, or product image. [Configurable product offerings](https://www.servicenow.com/docs/access?context=som-create-product-offering&family=zurich&ft:locale=en-US) : The Create Product Offering form, used when creating product offerings, has two new options. The Configurable option indicates that the product offering is configurable and that it can be customized by agents and customers using the CPQ Configurator. The Enable ramps option indicates that price ramps can be defined for a configurable product. [CSM Pricing API](https://www.servicenow.com/docs/access?context=csm-pricing-api&family=zurich&ft:locale=en-US) : Use the Pricing REST API to enable integration of Pricing Management features with external applications. The CPQ Configurator is integrated with the Pricing REST API, to display pricing information for configurable products. [Published pricing and product eligibility matrices](https://www.servicenow.com/docs/access?context=edit-published-matrices&family=zurich&ft:locale=en-US) : Starting with Context Rules Management v9.1.0, published pricing and product eligibility matrices can't be edited. To change a published matrix, pricing or product catalog admins must generate a new version of the matrix. If needed, admins can use the allow_edit_on_published_matrices system property to enable editing of pricing and product eligibility matrices. 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. [Enhancements for exporting and importing product catalog entities between ServiceNow instances](https://www.servicenow.com/docs/access?context=export-import-product-catalog-entities&family=zurich&ft:locale=en-US) : Support the export and import of product catalog-related entities: * Product Catalog Management Core V15.0.0: During import, the system checks for minor updates to product offerings and specifications in the target version and imports them accordingly. * Product Catalog Management Core v13.0.0 * Export catalog entities, such as complex characteristic hierarchies, default values for characteristics including complex characteristics for product offerings and specifications, catalog entity versions in any order, and more, such as fetching referenced specifications during export. For details, see [Export catalog entities](https://www.servicenow.com/docs/access?context=export-product-catalog-entities&family=zurich&ft:locale=en-US). * Import catalog entities, such as complex characteristic hierarchies, default values for characteristics including complex characteristics for product offerings and specifications, catalog entity versions in any order, and more, such as suppressing validation of business rule errors in logs. For details, see [Import product catalog entities](https://www.servicenow.com/docs/access?context=import-product-catalog-entities&family=zurich&ft:locale=en-US). [Configurable pricing plan enhancements](https://www.servicenow.com/docs/access?context=configuring-pricing-plan&family=zurich&ft:locale=en-US) : * Pricing plan changes in Pricing Management v15.0.0 * Input Price Point column: Identifies the input for a pricing step. * Output Price Point column: Identifies the output resulting from the pricing step. * Analyze line changes step: This step uses the Delta Price Treatment Matrix to define how adjustments to sold products or contracts are handled by the pricing engine. * Annual Price Increase Adjustments for Ramps: This step applies the percentage Annual Price Increase to the list price of products that have pricing ramps enabled. Sales agents specify the percentage increase when they create price ramps. * Net Price Calculation step: This step calculates the net price using any automatic and manual adjustments made in quotes or orders. * Line Rollup step: This step uses the net price to calculate the cumulative pricing fields in quote and order lines that are rolled up to the parent line of bundled products. * Header Rollup step: This step calculates total pricing values, such as total annual or total monthly amounts, displayed at the header level. * Derived Price Calculation step: This step calculates the line prices using the Derived Pricing Matrix that defines the pricing source and the unit base list price for the price list line. * Calculate Delta Prices step: This step calculates product pricing during MACD activities using different price point bases, as configured by the pricing admin. * Pricing plan changes in Pricing Management v13.0.0 * Apply Attribute-based Cost Adjustment step: This new step applies an attribute-based cost adjustment, either a percentage or markup or markdown of the cost book line cost. The pricing engine uses the cost adjustment to determine product costs when calculating margins for quote lines. * The Fetch Cost and Fetch Price List Price steps have been renamed Fetch Base Cost and Fetch Base Price List Price. | [ ] ## Removed Between your current release family and Zurich, some Product Catalog Management and Pricing Management features or functionality were removed. {#dfrn3-productcatalogmanagementandpricingmanagement-summary__entry__20} | 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. {#dfrn3-productcatalogmanagementandpricingmanagement-summary__entry__26} | 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. {#dfrn3-productcatalogmanagementandpricingmanagement-summary__entry__32} | Release | Release notes | |-|-| | Yokohama | Activation information : 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](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). | | Zurich | Activation information : The Product Catalog Management and Pricing Management features are included with Sales Customer Relationship 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. 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: Product Catalog Management and Pricing Management are available in the ServiceNow Store. The blueprint feature introduced in this release is provided with the CPQ Integration application 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 Product Catalog Management and Pricing Management we have noted them here. {#dfrn3-productcatalogmanagementandpricingmanagement-summary__entry__38} | 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. {#dfrn3-productcatalogmanagementandpricingmanagement-summary__entry__44} | 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. {#dfrn3-productcatalogmanagementandpricingmanagement-summary__entry__50} | Release | Release notes | |-|-| | 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 Product Catalog Management and Pricing Management we have noted them here. {#dfrn3-productcatalogmanagementandpricingmanagement-summary__entry__56} | 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. {#dfrn3-productcatalogmanagementandpricingmanagement-summary__entry__62} | Release | Release notes | |-|-| | Yokohama | * Enable agents to create multiple configurations of child product offerings in configurable products and customize the options and characteristics for each child product instance. * Identify single-use product offerings, such as installation services, with a transient flag to differentiate them from products that are maintained as active sold products or product inventory. * Provide the options to choose a drop-down or radio control to display characteristics of type choice in the product configurator UI. * Give sales agents a list of recommended product offerings that can be added to complement or supplement products in quotes. * Enable pricing admins to set pricing adjustments based on the quantity of product offerings in a quote or order. See [Product Catalog Management](https://www.servicenow.com/docs/access?context=product-catalog-managment&family=yokohama&ft:locale=en-US) and [Pricing Management](https://www.servicenow.com/docs/access?context=pricing-management&family=yokohama&ft:locale=en-US) for more information. | | Zurich | * Support AI-powered semantic search queries to find relevant product offerings and service specifications in the product catalog interface. * Generate and update product offering blueprints that guide the accurate configuration of customizable products by agents and customers. * Enable sales agents to create price and quantity ramps, a pricing strategy for increasing product pricing and quantity amounts over specified time periods. * Define pricing on product offers based on the price of other product offers or transaction context variables. * Use product characteristics to adjust product costs, which are then used in margin calculations for sales quotes. See [Product Catalog Management](https://www.servicenow.com/docs/access?context=product-catalog-managment&family=zurich&ft:locale=en-US) and [Pricing Management](https://www.servicenow.com/docs/access?context=pricing-management&family=zurich&ft:locale=en-US) for more information. | [ ]