Idea ID: 1642385

Enable adjustments to Fulfillment Plan in Offering

Status : Declined
over 3 years ago

When creating Offerings in the Catalog Management section we can have Fulfillment Plans. But as soon as you select a Fulfillment Plan you “overrule” the possibility to make adjustments to the Offering. In this case it is not possible to add additional User Options or extra steps in the Task Plan of the Offering itself.

The idea is:
Create an option to either prefix or post fix the Fulfillment Plan to the Offering. This then allows to make Offering specific tasks that then get combined with the Fulfillment Plan.

Secondly allow to use a Fulfillment Plan as a template. This means that one would choose the Fulfillment Plan to set all tasks or User Options for the Offering – but then allows to modify it (which then not longer links the plan to the offering – kind of a clone function.).

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  • Thank you for your idea. At this time, your idea hasn’t received enough community support and doesn’t align with our priorities so we are closing this idea. But we may review this again in the future. Thank you for your support and continue posting & voting on ideas to help make our products better.
  • Hi Edwin,

    For your second idea "Secondly allow to use a Fulfillment Plan as a template. ".

    There is a not so well known "feature" with Fulfillment plans that allows it to be used as a rough template:

    1. Select a Fulfillment Plan
    2. SAVE the offering (this is now a locked plan)
    3. Delete/Wipe the NAME of the fulfillment plan (don't select another one)
    4. This is now an unlocked copy of the fulfillment plan (best to SAVE again)

    In case you haven't discovered this, I hope this still helps even though this is an old idea.

    Regards,

    Ben

  • Thank you for sharing your idea! It’s open for comments and kudos, and we’re looking forward to input from the community. Once there is enough community traction, it will be further reviewed by the product team.