Consolidated page of all release notes for Product Catalog Management and Pricing Management from Vancouver to Xanadu.
How to use this page
To help you prepare for your upgrade, we have combined the cross-family Product Catalog Management and Pricing Management release notes onto one page. Read this summary of the new features, changes, and updated information for your product from Vancouver to Xanadu.
Tip: If there were no updates for a release notes section in a certain family release, we included a short note for your reference. For example, if a product did not have any updates in Tokyo, the row says "No updates for this release."
Important information for upgrading Product Catalog Management and Pricing Management to Xanadu
Before you upgrade to Xanadu, review these pre- and post-upgrade tasks and complete the tasks as needed.
| Release |
Release notes |
Vancouver |
No updates for this release. |
Washington DC |
If you used attribute characteristics in the Standard Price Adjustment matrix in the initial release of the Sales and Order Management applications, and you're upgrading to the May 2024 release of Sales and Order Management applications, you must run a scheduled job that corrects the format of the automatically generated Code values. Run the Schedule job to modify code
field on characteristic records that contain special characters on demand job to replace any character that is not a letter (a-z, A-Z), a number (0-9), an underscore (_), or a dollar sign ($) with an underscore (_).
This job corrects the Code value so that it doesn’t start or end with an underscore, doesn’t begin with a digit, and contains no consecutive underscores.
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Xanadu |
If you’re using the extension point sn_csm_pricing.PricingAdjustmentsExtensionPoint for pricing adjustments, change the default pricing plan (introduced in the November 2024 release)
after upgrading. The pricing plan steps for the Configuration Component Price Adjustment and Standard Price Adjustment matrices are not applicable. As pricing admin or manager, remove the steps for these matrices from the default
pricing plan.
- Navigate to .
- Select the published Default Pricing Plan.
- Select Copy.
- In the pricing plan copy, go to the Pricing Plan steps related list.
- Select the rows for the Apply configuration component adjustments step (Sequence 50) and the Apply contextual adjustments step (Sequence 60) and select Delete in the Actions on selected rows menu.
- Select Update.
- Publish the pricing plan copy.
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New features
Between your current release family and Xanadu, new features were introduced for Product Catalog Management and Pricing Management.
| Release |
Release notes |
Vancouver |
No updates for this release. |
Washington DC |
- Product Catalog Management features
- Product catalogs
- Define simple and configurable product bundles that have product offer hierarchies and associated pricing in product catalogs, product attributes, and product images. Use product catalog categories to organize product
offerings in catalogs.
- Product catalog interface
- Browse catalogs to find products by categories or search in catalogs for products by SKU, name, or industry product codes.
- Entitlement offerings
- Create entitlement offerings in addition to product offerings. Define various entitlement subtypes, such as Warranty, Extended Warranty, License, or Subscription. You can also set up entitlement offers that result in service
contracts.
- Product configurator
- Configure sales quotes and orders by using the product configurator, which provides an intuitive interface for selecting customer-requested product attributes. It automatically calculates prices as agents select order
options. Product catalog administrators can define rules that control the editing and visibility of configuration options displayed in the interface, depending on the configuration state of the product offer.
- Needs templates
- Create templates with questionnaires that agents use to determine customer product needs and get appropriate product recommendations for sales opportunities.
- Pricing Management features
- Price list selection for quotes and orders
- Use a default price list based on currency, or set a default price list based on customer account to enable pre-negotiated prices for certain customers.
- Pricing matrices
- Enable pricing administrators to create attribute-based pricing strategies by using decision tables that control the attribute conditions applied.
- Pricing extensions
- Override the default pricing logic so that you can use pricing from external systems or define custom pricing logic needed for your business.
- Cost books
- Create cost books that define unit costs for product offerings. Your sales agents use this information in the Quote Management application to view unit costs for products and cost margins when creating quotes.
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Xanadu |
- Product Catalog Management features
- Location-based transactions
- Enable agents to specify a service location in the product catalog UI and display only the eligible products for that location when they’re adding products to opportunities, quotes, and orders. Agents can create line items
for the specified location, as well as copy line items to multiple service or installation locations in the same opportunity, quote, or order. Set up eligibility rules to filter the product catalog, catalog categories, or
product offerings by service location.
- Control cascading quantity values in child product offerings
- Control how quantity values on top-level product offerings are cascaded to child lines.
- Product offer eligibility
- Use business rules to filter the product catalog, product categories, and product offerings dynamically, displaying only eligible product offerings for a customer in the product catalog. Define the business rules using
product eligibility matrices. If you're using sales agreements, the product catalog displays only the eligible product offers set in the sales agreement.
The November 2024 release provides the following:
- Version 2 of product eligibility matrices: Supports eligibility rules based on transaction line attributes along with document header attributes.
- System-defined context variables for service locations: Service City, Service State, Service Country, and Service Zip context variables are available to specify service locations in the product eligibility and pricing
matrices.
- Product offer bundling with product specifications
- Support bundling of offers that have an associated product specification or specification hierarchy. For example, you can create a product offer that has an associated product specification and indicate whether to inherit
the characteristics from the child specifications in addition to the parent specification.
- Pricing Management features
- Configurable pricing plan
- Define the sequence of steps in which pricing rules and calculations are applied. The November 2024 release provides a default pricing plan. You can customize the default plan by copying it and then adding new steps,
modifying existing steps, changing the sequence of steps, and adding conditions for running an existing step.
- Subscription revenue metrics
- View system-calculated recurring revenue amounts for product and service subscriptions in opportunities and quotes. These amounts help sales agents and sales managers assess the financial value of monthly and annual
subscriptions.
- Sales Agreement price lists
- If you're using the Sales Agreement feature, a published sales agreement price list is generated automatically when a sales agent creates a sales agreement from a completed quote. The sales agreement price list reflects the final
unit price for each product captured in the sales agreement and is valid for the start and end dates specified for the agreement. To learn more about sales agreements, see Sales Agreement Management.
The November 2024 release supports hierarchical price lists and multiple price lists for a sales agreement. Hierarchical price lists enable agents to negotiate different pricing for an offer
depending on whether it is sold in the context of a bundle or parent offer or as a standalone product. If multiple price lists exist for a sales agreement, the default price list used is based on currency and the sales
agreement. Agents can select from different options, products, and characteristics within a configurable bundle or product, which determines what is available as part of the sales agreement and resulting order.
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Changes
Between your current release family and Xanadu, some changes were made to existing Product Catalog Management and Pricing Management features.
| Release |
Release notes |
Vancouver |
No updates for this release. |
Washington DC |
- Product Catalog Management changes
-
- Export and import entities: The Export Catalog option was renamed to Export Entities, which now supports the transfer of pricing
entities from one ServiceNow instance to another, in addition to product catalog entities. You export pricing entities as JSON files, which you can then import to other ServiceNow instances. Starting with the May 2024 release, exporting product offerings now includes related characteristics and characteristic options.
- Configuration State Model API Framework: The configuration state model provides system methods that enable your developers to set and read configuration states
when scripting with extension points to control node visibility and editability.
- Pricing Management changes
-
- Matrix versioning: Create a matrix version when context variables change.
- Single or multiple rule configuration: Configure single or multiple rules in the Standard Adjustment Matrix. If multiple rules match and the option is marked true, all applicable pricing rules are applied when evaluating
adjustments for product offers. If the option isn’t selected, the first rule based on priority is applied for adjustment calculation.
- Product offering characteristics in pricing matrices: Support product offering characteristics and options in decision rules for pricing matrices.
- Parallel execution of pricing transactions: Set system properties that enable the pricing engine to run parallel processing of pricing transactions, which improves
performance.
- Extension point for pricing adjustments: Use the PricingAdjustmentsExtensionPoint to customize pricing adjustments that are defined in the Standard Adjustment
Matrix or the Configuration Component Price Adjustment Matrix.
|
Xanadu |
- Product Catalog Management changes
- Product catalog hierarchy visualization
- Toggle the view to show the specification hierarchy along with the offer hierarchy or show just the offer hierarchy using the Catalog Hierarchy tab for a product offering.
- Configuration UI changes
-
- Sorting of product entities: Product catalog categories and categories are now displayed in alphabetic order. Characteristic options and child offers in the configuration UI are also displayed in
alphabetical order, unless product catalog admins set a different display order when defining the associated product offerings.
- Configurable products for sales agreements: Agents can select from the different options for products and characteristics within a configurable bundle or product. These
selections determine what product offerings are available as part of the sales agreement when creating orders from sales agreements.
- Improved the display and aggregation of alerts, error, and information messages in the Configuration UI to provide more context. Added visual indicators that indicate when a configuration is incomplete.
- Configuration State Model API Framework enhancements
- Use the configuration state model to control various features in the product configurator. For example, you can define different default product configurations displayed to your agents, based on context, such as role or
sales channel. You can also control the quantity values that agents can enter on a configuration node or optionally define info messages that are triggered for specific conditions that you set.
- Pricing Management changes
- Changing a published price list
- Starting with the Xanadu release, you can change only the Description and price list End date fields in a published price list. You can continue to add price list
lines.
- Copy a price list
- Duplicate a published price list, its price list lines, and any related attribute adjustments and decision tables, without having to re-create the price list and its price list lines. For example, you can copy a published
price list and its price list lines and use the price list copy for another account or location.
- Cost book enhancements
- Create multiple cost books for a given currency and set a default cost book for a given currency. You can also do the following:
- Matrix rule validations
- Use predefined validation rules or create your own rules to validate the context variables, such as mandatory inputs, in pricing and product eligibility rule matrices. Each validation definition has a script that identifies
the context variables to be validated and the corresponding error or warning messages that are displayed in the matrix decision table, depending on the validation results.
- Name change for Pricing Matrix Management application
- Starting with the Xanadu release, the Pricing Matrix Management application is renamed as the Product and Pricing Rules application (sn_csm_price_mtrx plugin). The application includes the product catalog eligibility
matrices introduced in this release as well as the pricing matrices.
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Removed
Between your current release family and Xanadu, some Product Catalog Management and Pricing Management features or functionality were removed.
| Release |
Release notes |
Vancouver |
No updates for this release. |
Washington DC |
No updates for this release. |
Xanadu |
No updates for this release. |
Deprecations
Between your current release family and Xanadu, some Product Catalog Management and Pricing Management features or functionality were deprecated.
| Release |
Release notes |
Vancouver |
No updates for this release. |
Washington DC |
- The Enable single row match only with highest priority (sn_csm_pricing.matrix_result_single_match_record) system property for Pricing Management has been deprecated starting with the May 2024 release of Sales and Order Management applications. Use the Matrix field in the Rule selection criteria to set the
priority for pricing properties for the Standard Adjustment Matrix.
|
Xanadu |
No updates for this release. |
Activation information
Review information on how to activate Product Catalog Management and Pricing Management.
| Release |
Release notes |
Vancouver |
No updates for this release. |
Washington DC |
The Product Catalog Management and Pricing Management features are included with each Sales and Order Management store application and don’t need activation. Note: Depending on your entitlements, you can install the Pricing Matrix Management application for pricing matrixes and the Product
Configurator feature from the ServiceNow Store. |
Xanadu |
The Product Catalog Management and Pricing Management features are included with each store application and don’t need activation. Depending on your entitlements, you can install the Product and Pricing Rules application for pricing and product
eligibility matrices and the Product Configurator feature from the ServiceNow Store.
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Additional requirements
If any additional requirements were introduced or changed for Product Catalog Management and Pricing Management we have noted them here.
| Release |
Release notes |
Vancouver |
No updates for this release. |
Washington DC |
No updates for this release. |
Xanadu |
No updates for this release. |
Browser requirements
If any specific browser requirements were introduced or changed for Product Catalog Management and Pricing Management we have noted them here.
| Release |
Release notes |
Vancouver |
No updates for this release. |
Washington DC |
No updates for this release. |
Xanadu |
No updates for this release. |
Accessibility information
Review details on accessibility information for Product Catalog Management and Pricing Management, such as specific requirements or compliance levels.
| Release |
Release notes |
Vancouver |
No updates for this release. |
Washington DC |
No updates for this release. |
Xanadu |
No updates for this release. |
Localization information
If there are specific localization considerations for Product Catalog Management and Pricing Management we have noted them here.
| Release |
Release notes |
Vancouver |
No updates for this release. |
Washington DC |
No updates for this release. |
Xanadu |
No updates for this release. |
Highlight information
If there are specific highlight considerations for Product Catalog Management and Pricing Management we have noted them here.
| Release |
Release notes |
Vancouver |
No updates for this release. |
Washington DC |
- Create commercial catalogs with product offerings that are sellable entities with associated pricing.
- Provide agents with an interface that simplifies the configuration and pricing of sales quotes and product orders.
- Support account-based pricing, which enables you to create price lists for selected customer accounts.
- Control the pricing of complex product offerings, including product and non-product attribute-based pricing, by using price matrices.
- Create cost books that define the unit cost of product offers, which enables sales agents to view product cost and cost margins when creating sales quotes.
- Export multiple pricing entities from one ServiceNow instance and import them to another ServiceNow instance by using the export entities feature.
See Product Catalog Management and Pricing Management for more information.
|
Xanadu |
- Enable sales agents and managers to create opportunities, quotes, and orders for service or installation locations.
- Use a configurable pricing plan that defines the sequence in which pricing rules and calculations, such as list price and various adjustments are applied.
- Enable sales agents to create sales agreements with configurable product offerings.
- Sell the right products and reduce the risk of order errors by setting rules that enable only eligible products from the product catalog to be added to quotes and orders.
- Fulfill complex orders for bundled product offers that reference product specifications or product specification hierarchies.
- Streamline the quote and order process for your agents by setting the default product configurations displayed in the product configurator.
See Product Catalog Management and Pricing Management for more information.
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