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:
- Modify, Disconnect, Suspend, and Resume actions are now available on a single selected product inventory record on Consumer records.
- When a quote or order is created from a consumer's product inventory, the consumer is now carried over to the quote and order.
- Currency and price list are now resolved from the consumer for consumer-owned sold products and product inventory when creating quotes and orders.
- Changed:
- None
- Fixed:
- Price attributes are now mapped from product inventory to the quote line when a quote is created from product inventory.
- Fixed a regression when reconfiguring a sold product into a quote: quote lines that were not edited were marked with the Change action instead of staying unchanged.
- The Disconnect dialog no longer loads indefinitely for users in buyer organization roles.
- 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.