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Activate Financial Management

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Activate Financial Management

The Financial Management Core (com.snc.financial_management) plugin requires a separate subscription from the rest of the Now Platform. This plugin activates related plugins if they are not already active.

Before you begin

Role required: admin

About this task

Financial Management Core (com.snc.financial_management) plugin activates the following applications:
  • Financial Modeling: Activates Financial Modeling application, formerly known as Cost Transparency.
  • Financial Charging (com.snc.service_charging): Activates the showback and service charging features of Financial Charging application, formerly known as Financial Reporting.

Based on your requirement you can activate the following related plugins:

Plugin name Description
Default Financial Management Cost Model [com.snc.financial_management_model] Activates the default cost model and all its related entities such as rollups, overrides, buckets, bucket allocations, cleansing conditions, and grooming conditions required for Financial Modeling and comes with demo data.
Financial Management For CSM [com.snc.financial_management_for_csm] Enables integration of Financial Management with Customer Service Management providing preconfigured cost models and a dashboard. (Applies only if CSM is installed.)
Financial Management For FSM [com.snc.financial_management_for_fsm] Enables integration of Financial Management with Field Service Management providing preconfigured cost models and a dashboard. (Applies only if FSM is installed.)
Note: Performance Analytics – Content Pack – Financial Management for Customer Service and Field Service require a separate subscription.

Financial Management supports integration with Project Portfolio Suite with Financials (com.snc.financial_planning_pmo).

To purchase a subscription, contact your ServiceNow account manager. After purchasing the subscription, activate the plugin within the production instance.

You can evaluate the feature on a sub-production instance without charge by requesting it from the HI Customer Service System.

The Financial Management plugin is the basic plugin for the application. Budget plan data and forecast data are both included in demo data.

Procedure

  1. Navigate to System Definition > Plugins.

    A banner appears to notify you that you are in the All Applications page, which contains plugins and ServiceNow Store applications.

    Note:
    To redirect to the legacy list view for plugins, click the link.
    Legacy list banner
  2. Find the plugin with the filter criteria and search bar.

    You can search for the plugin by its name or ID.

    If you cannot find a plugin, you may have to request it from ServiceNow personnel. To request a plugin, follow the steps in Request a plugin.
  3. Activate the plugin.

    You can activate the plugin directly from the All Applications page or view more details about the plugin before activating it.

    • If you are certain that you have the correct plugin, click Install, and then click Activate in the dialog box that appears.
      Plugin dialog box
    • To view plugin details before activation:
      1. Click the plugin name.
      2. On the form, click the Activate/Update related link.
      3. On the dialog box that appears, review the dependent plugins.

        If your plugin requires dependent plugins, they are activated automatically when you activate your plugin if they are not active already.

      4. If demo data is available and you want to install it, click Load demo data.

        Some plugins include demo data, which are sample records that illustrate plugin features for common use cases. Load demo data when you first activate the plugin on a development or test instance. You can always load demo data later by clicking Load demo data only on the plugin form.

      5. Click Activate.
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