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Steph Morillo
Quick Start Guide - Procurement request and purchase orders
If you are starting your journey with ServiceNow’s Hardware Asset Management, this guide will provide a brief overview of how to procure assets with a purchase order.
Why should I associate an asset with a Purchase Order?
It is important that your asset records include associated financial detail to ensure you have complete visibility into your estate. Accurate purchase order information is vital for invoice tracking, receiving, and reporting in ServiceNow. You should take steps to ensure that you can answer the below questions by reviewing an asset record:
- Who was the vendor this asset was purchased from?
- What date was this purchased?
- How much did it cost?
Purchase orders can be created directly in ServiceNow when the Procurement plugin has been installed. Even if you use other procurement systems, you should still use the procurement plugin in ServiceNow so that you can leverage features like receiving a PO on the mobile app/UI and Advanced Shipment Notifications. When receiving a PO on the mobile app or within the UI, assets get automatically created as they are received.
Relevant Demo and Tutorial Content:
Watch here for a tutorial and demo on how to generate a vendor purchase order to fulfill a procurement request.
For more on procurement portal, review our ServiceNow Docs page here.
Recommended Courses:
Hardware Asset Management (HAM) Fundamentals - Beginner
Additional Resources
See here for Quick Start Guides on:
HAM Process Guide provides a detailed explanation on how the Hardware Asset Management process is enabled within the ServiceNow platform. ServiceNow encourages simple, lean ITAM processes, which is reflected in the out-of-the-box design.
You can visit ITAM Events page to see Live on ServiceNow for latest events to help you deploy, adopt, and achieve value faster from your ServiceNow products. You can find a repository of previously recorded Live Event recordings here.
ServiceNow Customer Success Center - The CSC is a one-stop shop that gives you instant access to proven methodologies, leading practices, expert insights, and advice.
NowSupport - You can get technical issues resolved quickly by contacting our team comprised of ServiceNow employees with deep product knowledge and real-world experience. Read more here on how to leverage support.
