Request Vendor Quote
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‎02-14-2017 01:45 PM
Has anyone ever implemented this within Service now?
Scenario: The IT Infrastructure Team has requested a Server for an upcoming Project.
My Customer would want to:
1) Generate multiple quotes to vendors in the system
2) Receive Quotes price and details from the Vendors
3) Approve one of the quotes.
Thanks in Advance!
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‎02-14-2017 02:58 PM
This is achievable however the key points are the method, format & specific details of the outgoing quote, handling the response etc and more importantly the process which should be followed.
i would advise planning (and agreeing with all internal and external parties involved) the process flow before beginning any development. It is relatively straightforward to send notifications, receive responses and create approvals in ServiceNow but all of this is nothing without a defined process.
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‎02-15-2017 05:19 AM
Thanks Pritam for the reply.
How would one create approvals on a say custom quote table. Let me know if this is will work -
Create a customer quote table by extending the task table
Add the necessary fields on the quote table.
Create record in the quote table
Create a related record in the approval table.
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‎02-16-2017 09:02 AM
Nitya, by extending the task table you will have the ability to create approvals against your quote records.
However this will depend on your specific requirements i.e. manually approvals or automated via workflows.
You're on the right track nevertheless.