Add related contracts to product offerings

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Add related contracts to your product offerings in the Sales Customer Relationship Management application.

    Before you begin

    Role required: sn_prd_pm_product_catalog_admin and sn_prd_pm_product_catalog_manager

    Procedure

    1. In the CSM Configurable Workspace, select the List view.
    2. Navigate to Offerings > Product Offerings and select the product offering that you’re working with.
    3. Select the Related Contracts tab.
    4. Select New.
    5. On the form, fill in the fields.
      Table 1. Contract Product Offering
      Field Description
      Contracts Contract to add to the product offering. Select the contract from the list of contracts.
      Product offering System-generated entry reflecting the product offering you’re working with.
    6. Select Save.
      The contract appears in the product offering under the Related Contracts tab. You can select the contract record to make further changes to the contract details.

    What to do next