How to use Procurement Service management

[Supriya25]

Hi all,

Kindly share your thoughts, Inputs , ideas, and some solutions 

Can we implement Procurement Service Management in CSM, Is it Possible ?

If Possible : Please advise the possible ways ,

1.How can we implement in CSM,

2.what are the relationships we required on which tables.

If Not Possible :

What kind of  Challenges 

[Community Alums]

Hi Supriya,

Unfortunately No !! You cannot implement Procurement Service Management in CSM .

As Procurement Service Management (PSM) is separate Module altogether, the closest approach is match with CSM would be making use of "Procurement Case Management application"

With the Procurement Case Management application, you can enable your employees to submit procurement cases and access your organization's knowledge base. You can also enable your procurement teams to automate their fulfillment processes so that they can manage and monitor the progress of their tasks.

The Procurement Case Management (PCM) application enables you to manage the complete life cycle of the procurement process.

By using the PCM application, your organization gets the following benefits:

• Procurement process optimization for task routing and tracking the progress of your tasks.
• Knowledge article publish and performance workflows.
• Visibility into the processes, progress, and overall efficiency of the procurement process.
• Integration with IT Asset Management, Software Asset Management, and Contract Management.

Required roles

You can configure the following roles and tasks:

• sn_spend_psd.admin: Configure and make changes to the system properties, such as creating request types and categories.

• sn_spend_psd.manager: View, create, and update procurement cases and tasks.

• sn_spend_psd.agent: Manage the workflows for fulfilling requests and knowledge articles.

• sn_spend_psd.procurement_task_owner: Access and complete task assignments to fulfill the requests.

• sn_spend_psd.requestor: Create procurement cases.

• Procurement Case Management Dashboard

  The Procurement Case Management Dashboard helps you to track, analyze, and manage your procurement services.

• Create a procurement case for a service

  Create a procurement case for a service that you wish to procure. The procurement organization receives your details from the request and works toward the request fulfillment.

• Create a procurement task from a request

  Create a task directly from a procurement case. You can also create associated tasks and assign these tasks to fulfill the request.

• Create a knowledge base article about procurement

  Create a knowledge base article about procurement so that you can share procurement information and policies with your employees and procurement team.

Mark my answer correct & Helpful, if Applicable.

Thanks,
Sandeep

[Supriya25]

Hi Sandeep,

Correct me if i'm wrongly assuming below one .

I believe procurement Service management will be activated by Asset Management plugin.

So as part of Procurement process we can obtain Licenses / hardware goods to Stockroom .

CSM : How it would be at CSM if we go with procurement case management.

[Community Alums]

procurement Service management will be not be activated by Asset Management plugin !!

[Community Alums]

Hi Supriya,

Any update to this ?Any follow-up required? if not

Kindly mark the answer as Correct & Helpful both such that others can get help.

Thanks,
Sandeep