---
sourceDocument: Yokohama Customer Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/customer-service-management

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Lead to Cash

# Lead to Cash {#ariaid-title1}

Release version: Yokohama  
Updated January 30, 2025  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Create the Lead to Cash workflows for a product and service through entity configurations and mappings. By creating this workflow, your organization can analyze lucrative business opportunities, customer leads, and the billing,
support, and maintenance requirements after a sale is complete.

## Overview of the Lead to Cash workflows {#lead-to-cash-workflows__section_hh5_2nj_zzb}

A product goes through multiple phases and workflows from the time that a product is
identified to the time that it's purchased by the customer. The workflow includes the creation
of a quote for a product or services, the creation of orders, the sold products, the install
base items, and the contracts and entitlements.  
If you're an administrator, you create the workflows for your organization and configure the metadata for your various lead-to-cash entities by activating the foundational Lead to Cash Core (com.snc.l2c_core) application. With the Lead to Cash Core (com.snc.l2c_core) plugin, you can compose and build the workflows that your organization maintains for the life cycle of a sold product. For example, on the Lead to Cash Entities Mapping form on the ServiceNow AI Platform®, you select the sold product entity as a source entity and the order as a target entity. You then map these entities and configurations to create a source to the target flow that is a sold product to order flow. This mapping provides your users with a unified workflow experience across the different entities.  
Note:  
An entity is defined as a collection of tables that have information about an order. The information can come from multiple tables.

## Entity configurations {#lead-to-cash-workflows__section_azt_zjj_zzb}

You can configure the definition of a lead-to-cash entity by defining a name and configuration
ID on the Lead to Cash Entity form. The definition creates a back and forth flow of the
information between the various entities.

To learn how to create entity configurations, see [Create an entity configuration](https://servicenow-prod.fluidtopics.net/uNYAsRvNgt_QyvwN3UtAWA "Create an entity configuration to compose a workflow between two entities so that you can update their existing configurations and perform actions like suspend, resume, or disconnect a sold product."). To learn how to create entity mappings, see [Create an entity mapping](https://servicenow-prod.fluidtopics.net/dRpvgCv5uKYVikESLUuYqQ "Create an entity mapping to compose a workflow between two entities so that you can update their existing configurations and perform a set of declarative actions like suspend, resume, or disconnect a sold product.").

## Reconfiguration {#lead-to-cash-workflows__section_b3x_dhd_scc}

You can reconfigure an order or a quote that is in the Draft state to
make customizations in the Configurator UI. After the configuration is complete, all the order
line items associated with the order are also updated. To learn more about reconfiguration, see
[LeadtoCashCore - Scoped](https://www.servicenow.com/docs/access?context=LeadToCashCoreAPI&version=yokohama&pubname=yokohama-api-reference&ft:locale=en-US).