Adding Products to Existing Aria Accounts in ServiceNow
Overview
Add a Bundled (Optional) Supplemental Plan to an Existing Aria Account in ServiceNow
A bundled (Optional) Supplemental Plan is a Product Offering associated with a Master Plan Product Offering that can be purchased when creating the account/order or added to an existing Aria account at some later time. Perform the following steps to add an optional Supplemental Plan to an existing Aria account.
- From the CSM/FSM Configurable Workspace, click on an existing account number.
The Account Details screen displays as shown above.
- Click on the Account's Product Inventories menu tab.
The Account's Product Inventories screen displays as shown above.
Note: Notice that the Account's Product Inventories' Master Plans have an "empty" Parent Product.
- Click on a Master Plan's checkbox to which you want to add a new Supplemental Plan.
- Click on the Modify button.
The Product Offering's Configuration screen displays as shown above.
- Click on the desired Supplemental Plan's checkbox.
- Type in a desired Quantity.
Note: The result of entering a quantity greater than one depends on how your ServiceNow instance is configured to fulfill orders.
- If your instance uses the "Product inventory" approach, entering a quantity greater than one creates multiple, separate instances in Aria Billing Cloud.
- If your instance uses the "Sold products" approach, entering a quantity greater than one creates a single plan instance with multiple plan units in Aria Billing Cloud.
These two approaches cannot be both active in the same environment. Contact your administrator if you are unsure which approach your instance uses.
- Click on the Update button.
The Account's Product Inventories screen re-displays as shown above, and a new order is created.
- Click on the new Order Number.
The Order Screen displays as shown above.
- Click on the Review & Submit button.
The Review Order screen displays as shown above.
- Click on the Submit button.
A Confirmation Popup displays as shown above.
- Click on the Submit button.
- Click on the Approve button.
Note: Notice how the Order is now in an "In progress" State.
- Click on Order Tasks.
Note: One order task is created in a "Draft" state.
- Double-click on the State field's Draft, and select In progress from the dropdown, and click on the OK button..
Note: This task will automatically call the API and add the supplemental plan to the account in Aria.
- After a few seconds, click on the Refresh icon.
Note: Notice how the task automatically changed the State to "Closed Complete". The API call to Aria was made and the supplemental plan has been added to the account.
- Close the Order tab.
The Account's Product Inventories screen re-displays as shown above.
Note: Notice that the Supplemental Plan has been added to the account current product inventory.
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Click on the Aria Billing Accounts menu tab.
- Click on the Aria Billing Account Number.
- Click on the Subscriptions menu tab.
- Click on the Account's desired Client Master Plan Instance ID.
The Subsciption's Details screen displays as shown above.
- Click on the Add Ons menu tab.
Above we see the Supplemental Plan subscription as a Add On to the account.
Note: The Supplemental Plan is added to the account with a plan status of "Pending Activation" and will be billed on the parent Master Plan's next billing anniversary date.
Add a Bundled (Optional) NSO Offering to an Existing Aria Account in ServiceNow
A bundled (Optional) NSO Offering is a Product Offering associated with a Master Plan Product Offering that can be purchased when creating the account/order or added to an existing Aria account at some later time. Perform the following steps to add an optional NSO Offering to an existing Aria account.
Note: You can change the price of a standalone NSO offering during ordering. You cannot change the price of a bundled NSO offering. The price of a bundled NSO is controlled entirely by the configuration on the Inventory Items tab of the plan in Aria. If your process requires changing an NSO's base price at the time of ordering, add the NSO as a standalone item rather than bundling it with a Master Plan.
Add a Standalone NSO Offering to an Existing Aria Account in ServiceNow
A standalone NSO Offering is a Product Offering that is not associated with a specific Master Plan Product Offering and can be added to an existing Aria account at some later time. Perform the following steps to add a standalone NSO Offering to an existing Aria account.
- From the CSM/FSM Configurable Workspace, click on an existing account number.
The Account Details screen displays as shown above.
- Click on the Account's Product Inventories menu tab.
The Product Inventories screen displays as shown above.
- Click on the Create Order button.
A Create a new order popup screen displays as shown above.
- Use the Contact field's search icon to select a Contact for the order.
- Click on the Create button.
The Order Catalog screen displays as shown above.
- Click on the desired NSO Standalone product offering.
The Product Offering Configuration screen displays as shown above.
- Type in a desired Quantity.
- Click on the Add button.
The Product Catalog screen displays as shown above.
- Click on the Review & Submit button.
The Review order screen displays as shown above.
- Click on the Submit button.
A Confirmation popup screen displays as shown above.
- Click on the Submit button.
The Order screen displays as shown above. Use the Refresh icon to refresh the screen.
- Click on the Order Task Number.
The Define Non-subscription Offering Information screen displays as shown above.
- Click on the Define NSO Information button.
The Define NSO Information screen displays as shown above.
- Click on the NSO Fulfillment Date field's calendar icon and select a Fulfillment Date.
- Click on the Billing Options field's dropdown arrow and select the desired Fulfillment Option from the list provided.
- Click on the Select Billing Master Plan field's dropdown arrow and select the desired account Billing Master Plan from the list provided.
- Click on the Submit button.
The Order Task's request submitted screen displays as shown above.
- Click on the View Details button.
The Define Non-subscription Offering Information screen re-displays as shown above.
- Click on the Close button.
- Close the Task tab.
The Order screen re-displays as shown above.
- Click on the Approve button. Use the Refresh icon to refresh the screen.
- Complete the remaining Enrichment Tasks to a Closed Complete status.
Complete the Order Enrichment process for the remaining Order Tasks as simarlarly detailed in "Create an Order and New Aria Billing Account from ServiceNow";
Section "Create Order and New Aria Billing Account".
- Close the Order tab.
Above we see the new NSO successfully added to the existing account.