Customer Life Cycle Management Workflows allow you to manage the life cycle 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 / product inventory records and their complete hierarchy. It allows the multi-selection of sold products or product inventory and 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.
- Create a Modify, Suspend, Resume, and Disconnect order for single or multiple root product inventory records that are associated with a service specification.
- Select multiple root product inventories to perform the Modify action to create both orders and quotes.
- Track the status of the Modify, Suspend, Resume, and Disconnect flows on sold products and product inventory record by using the Sales and Order Management Request Tracker (sn_tmt_core_inbound_queue) table.
- The Specification class field on the Product Inventory related list provides information on whether the selected product inventory record has a product specification or service specification that is associated with it.
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.