Add covered products to order line items

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

    • Enhance orders by adding covered products such as contracts or entitlements at the order line level.

    Before you begin

    Role required: sn_ind_tmt_orm.order_agent

    About this task

    Order agents can add covered products to an order line during the order capture process.

    Procedure

    1. In the CSM Configurable Workspace, select the List view.
    2. Navigate to Customer orders > All and select the order that you’re working with.
    3. From the Order line items tab, select the entitlement or contract type of order line.
    4. Select More > Covered product.
      Image shows how agents can select Covered Products from the more menu in the order line form.
    5. In the Covered Product form, select New.
    6. In the Create New Covered Product form, select the covered product line item you want to add.
      There are three types of covered products types that you can add to a line item:
      Covered product typeDescription
      Covered sold product

      Add a sold product to an entitlement/contract type of order line to establish a coverage relationship between them.
      Covered order line item Add a covered order line item to the order line.
      Covered install base item Add an install base item to the order line.
    7. Select Save.
    8. On the order line item page, select the contract start date and the contract end date.
    9. Change the state to Complete.
      A contract is created with the contract details for the order line.