Customer Life Cycle Management Workflows allow you to manage the lifecycle of your sold products and product inventory records. The application enables you to update the existing configurations, and to modify, suspend, resume, or disconnect the sold products and product inventory records, including their complete hierarchy. It allows the user to multi-select sold products or product inventory, and it supports MACD flows.
- MACD Workflows - Modify, Suspend, Resume, and Disconnect actions on the complete hierarchy of the product inventories to transform and maintain their state and characteristics.
- Support MACD workflows on product inventory that have service specification reference.
- Ability to support the multi-select modify multiple root product inventories to improve agent efficiency.
- New
- Related parties from an Order (Bill-To, Ship-To, Sold-To, Entitled-To, Partner, End Customer, Installed At) are now automatically copied to the Sold Product created from it.
- Changed
- None
- Fixed
- Impact lines are now correctly updated during change order to sold product flows.
- Contract PI DSR orders now correctly carry currency instead of being created undefined.
- The original line item now correctly populates on quote line items in Sold Product to Quote workflows.
- Renewal quotes now correctly support creating RAMP lines.
- Reconfiguring a cancelled or disconnected renewal line back to a nonzero quantity now shows the correct price.
- Pricing adjustments on sold products are now correctly updated during quote change flows instead of creating duplicates.
- Quote Line actions now resolve correctly when a derived-price product and its contributing product share the same wrapper.
- Ramp target lines in the Amend flow are no longer incorrectly flagged as Amend-Add when no source line changes were made.
- Removed
- None
Required plugins and products
1. Customer Service Install Base Management (com.snc.install_base)
2. Product Catalog Management Core (com.sn_prd_pm)
3. Lead to Cash Core (com.snc.l2c_core)
Dependencies
1. Customer Life Cycle Management Workflows plugin is optionally dependent on Order Management (com.sn_ind_tmt_orm) plugin. All the workflows of the Customer Life Cycle Management Workflow plugin will be installed only when Order Management is installed along with it.
2. Customer Life Cycle Management Workflows plugin is optionally dependent on Quote Management (com.sn_l2c_quote_mgmt) plugin. Sold Product to Quote flow of Customer Life Cycle Management Workflow plugin works only when Quote Management is installed along with it.