Procurement

Domain separation is supported for Asset Management - Procurement Integration. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.

Procurement managers can use the ServiceNow Procurement application to create purchase orders and to obtain items for fulfilling service catalog requests.

Procurement uses the following workflows. You can edit the existing flows or create a flow in the graphical Workflow Studio to meet your organization's asset procurement process.

A consumable asset is one that is purchased in quantity and distributed. It is assigned to the consumable model category, and the asset record tracks the quantity that is available and total cost. When consumable assets are received, they are merged into an existing consumable record, if available.

Assets can be received and added to the system when they are delivered to a stockroom.

A service catalog request can contain multiple items that must be sourced.

Accurate purchase order information is important for invoice tracking, receiving, and reporting in the ServiceNow platform.

Get visibility into local stockrooms at the time of sourcing requests.

Create a Coupa integration profile to verify the status of the procurement-scheduled jobs, entitlements, and entitlement import errors created through this profile.

Create software requisitions directly on Coupa through the ServiceNow Procurement application to purchase software.

If you want to stop using an external procurement application for creating software requisitions through Software Asset Management, you can delete the integration profile.

Domain separation is supported in Procurement processing. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.

You can install the Asset Management - Procurement Integration application (app-itam-procurement-integration) from the ServiceNow Store.If the application does NOT include demo data or it does NOT install related applications and plugins, delete or revise the following sentence:

Several types of components are installed with activation of the Asset Management - Procurement Integration application, such as tables and scheduled jobs.

Manage an end-to-end procurement process by integrating external procurement applications with Software Asset Management and create software requisitions directly on the external procurement applications. Software Asset Management tracks these requisitions and automatically generates entitlements or entitlement import errors after these requisitions are received on the external procurement application.

Integrating Coupa with Software Asset Management helps you create software requisitions directly on Coupa. Software Asset Management tracks these requisitions and automatically generates entitlements or entitlement import errors after these requisitions are received on Coupa.

Procurement plugin adds the following business rules.

Procurement plugin adds the following client scripts.

Purchase orders follow a specific life cycle. The Status field on the purchase order record is always read-only.

Several types of components are installed with Procurement.

The Procurement application uses the following roles.

Procurement plugin adds the following script include.

The purchase order record and the purchase order line item record both contain the Expected delivery date field.

Procurement plugin adds the following tables.

Procurement plugin adds the following user roles.

For a successful integration of Coupa with Software Asset Management, you must synchronize the following reference data types on both the ServiceNow Procurement application and Coupa.

You can activate the Procurement plugin that provides core procurement capabilities.

You can add assignments directly from a request to source rights from software licenses.

You can cancel purchase orders with a status of Requested, Ordered, or Pending Delivery.

You can cancel a purchase order line items with a status of Requested, Ordered, or Pending Delivery.

You can cancel a request from the service catalog if, for example, the item is no longer needed or the request was not approved.

You can create a purchase order. Purchase orders specify assets to order from a single vendor.

After you save a new purchase order, you create purchase order line item records to specify the individual items to order.

Receiving slips are created automatically during the process of receiving assets. You can also create receiving slips manually.

When assets arrive at a stockroom and you receive them, a receiving slip is created on the purchase order. You create a receiving slip line to identify the specific assets and quantities that were received.

Create the asset before they're delivered so that you can create the asset record with an asset tag and serial number early in the process and reserve the asset for the user who requested it. The receiver can only select the assets to be received as assets are pre-created.

You can create a purchase order directly from a request. This approach enables procurement managers to obtain items and fulfill requests from the Service Catalog. You can create multiple purchase orders from a request.

You can create a transfer order directly from a request to source hardware items and consumables from stockrooms.

When assets are received and delivered to a stockroom, they’re added to the system.

You can reorder a purchase order that was canceled.

You can reorder a purchase order line item that was canceled.

The Procurement application lets you track a request that was ordered from the service catalog.

Use the gauges on the Procurement Overview homepage to help you track and manage requests, purchase orders, and other important aspects of the procurement process.

Catalog tasks are used to source items and fulfill requests. You can view and edit catalog tasks from a request.