Brazil, Australia, Zurich, Yokohama
Standalone Application
The Quote Management Data Model application provides access to the tables that store quote‑related data. These tables include quotes, quote line items, quote line characteristics, and quote pricing adjustments. When you create a quote, the data is stored in these tables.
- New Quote Advanced Entity for Quote Experience
- Quote-Line, Characteristics, Pricing Adjustment, Ramps relationships
- Contract-Quote & Oppty-Quote mappings on new entity
- Original Line reference field for split line tracking
- New primitives: Quote Type, Line Type, Delta prices, Renewal/Upsell amounts
- Delta price treatment field
- Child oppty line stamping on quote lines
Buyer organization fields added
--- AI Generated Release Notes ---
New
- Customers can now complete Advanced Quoting integration through a guided, automated setup experience. The guided setup streamlines onboarding between ServiceNow and Logik.io Transaction Manager, automating outbound OAuth and pricing connections, inbound JWT authentication, and Logik tenant configuration. Manual certificate and keystore steps are eliminated.
- Admins can automate creation of the ServiceNow JWT connection in Logik. The guided setup now provisions the required JWT connection record in Logik automatically, reducing manual configuration.
- Quote Experience guided setup menu is now available. A new application menu and module allow users to start the Quote Experience Integration Guided Setup directly from the interface.
- Admins can add multiple user roles during guided setup. The guided setup now supports inserting multiple records in the User Role table for Transaction Manager, including advanced approval roles when the plugin is present.
- Integration users are granted Lead to Cash Core viewer access automatically. The guided setup provisions the logik.intg integration user with the snl2ccore.viewer role as needed.
- Certificate setup instructions are now accessible via a dedicated UI page. Users can view step-by-step guidance for generating public and private key pairs for OAuth during the guided setup.
- Prerequisites confirmation and information pages are available for Advanced Quoting setup. The guided setup includes new pages to confirm required plugins and tenant settings before proceeding.
- Guided setup for inbound JWT certificate handoff is now included. Users are guided through attaching certificates to the Trust Store, wiring them into the JWT Verifier Map, and locating the generated Key ID for handoff.
Changed
- Quote Management Data Model and application have been updated for the October release. Enhancements and updates have been applied to both the data model and application, reflecting the latest release activities.
- OAuth records are now included as part of the Quote Experience repository. The OAuth JWT Bearer setup for Logik.ai is integrated, with client credentials regenerated per instance and placeholder values cleared.
- Guided setup now conditionally assigns advanced approval roles. If the Advanced Approval Management plugin is present, approval writer and viewer roles are automatically added to the integration user.
- Guided setup error handling and rerun capability have been improved. The JWT connection setup now reports errors clearly and allows retrying the automation activity.
- Guided setup process definition and help guidance records have been updated. The process definition and guidance reflect current instance state and include new activities and variables.
Not applicable for this application version.
- Required plugins and products
- sn_l2c_quote_mgmt_data_model
- Dependencies
- sn_customerservice
- sn_prd_pm
- sn_csm_pricing
- sn_l2c_sales_common
- Creating properties or setting them to activate the content pack
- Affected business rules
- Affected script includes
- Uploading .jar files, if applicable