Best solution for delivery process in FSM

[Gianluca7]

Hi,

I need to define a technical solution for the process of delivering assets from the warehouse to the point of sale (location), including order preparation, DDT generation, tracking and handling. The aim is to minimise customisation and make the most of what is available out-of-the-box via the FSM module. Possible solutions include using a transfer order or extending the task table by creating a custom table. Which solution is preferable? What are the pros and cons? Are there any better solutions?

Regards

[Gianluca7]

Ok thanks, and how can i use document template for DDT?

[Sanjay191]

Hi @Gianluca7 

To generate the DDT  after successful delivery, you can implement a Business Rule in ServiceNow that triggers when the delivery (e.g., Work Order Task or Transfer Order) reaches a Delivered/Closed state.

Within this Business Rule:

• Use the PDFGenerationAPI to generate a PDF document.
• Pass the Document Template sys_id to dynamically create the DDT.

The Document Template can be configured to include:

• Asset details (from Transfer Order Lines or related records)
• Source (warehouse) and destination (POS/location)
• Delivery and order information

Additionally, you can use Document Template Scripts to fetch and format dynamic data (like asset lists, quantities, and location details) based on your business requirements.

https://www.servicenow.com/docs/r/xanadu/employee-service-management/hr-service-delivery/generate-pd...


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[Sneha KH]

Hello @Gianluca7 ,

1. Navigate to Document Templates > All Document Templates.
2. Click New and select PDF Document Template.
3. Target Table: Set this to Transfer Order Line (alm_transfer_order_line) or Transfer Order (alm_transfer_order).
[If you usually ship multiple items at once, use the Transfer Order table so you can list all line items in one document.]
4. Upload the Base PDF: Upload a blank version of your DDT form.
5. Once the PDF is uploaded, you define "Mapping" to pull data dynamically:

• Click the Mapping tab.
• Map your PDF fields to ServiceNow fields:
• Source_Stockroom → transfer_order.from_stockroom.name
• Destination → transfer_order.to_stockroom.location.name
• Asset_ID → asset.display_name
• Date → sys_created_on

6. Use Flow Designer to trigger when a Transfer Order moves to the "Ship" state.

7. Add the action Generate Document From Template.

This automatically creates the DDT PDF and attaches it to the Transfer Order. The warehouse agent can then just open the attachment and hit print.
Refer this: https://www.servicenow.com/docs/r/employee-service-management/hr-service-delivery/document-templates...

[Gianluca7]

I have thousends of store to model, is it possible to use service location and distribution channels instead of mapping 1:1 stockroom location? In case how can I use it with transfer order?

[Sanjay191]

Hi @Gianluca7 
We have TOLs on that particular TOs so can map the stockroom with TOLs 
So please refer the TOLs for this .
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