HAM Pro - Disable Purchase option from Sourcing task

[PradeepJ7375747]

Hi Community,

We are looking to customize the Source Request workflow in Hardware Asset Management (HAM) Pro with two specific requirements:

1. Disable the "Purchase" option: To prevent users from creating Purchase Orders directly from the sourcing task.
2. Restrict Transfers: To limit the "Transfer" option so users can only select transfer device within the same country.

We have already explored the following without success:

• Modifying HAMProcurementUtils (Script Include).
• Attempting to edit the Source Request UI Page (which appears to be read-only/system-protected).
• Reviewing UI Builder configurations.

Any guidance would be appreciated!

Thanks!

[fknell]

Hi @PradeepJ7375747,

Regarding your second question and without any additional information about your stock room setup, I can only point towards setting up distribution channels for your stock rooms.

Docs for more details: Link stockrooms into a distribution channel 

Hope this helps!

[Tanushree Maiti]

Hi   @PradeepJ7375747 

1. Refer community post: Sourcing Task - Vendor Purchase button - not working 

"

The Purchase Order button will be read only on the sourcing task if:

• You do not have a 'Vendor' selected on the catalog item, OR you do not have a Vendor Catalog Item AND
• The 'Vendor' you selected does not have 'Vendor' selected on the company record (Vendor = true)."

2.  a. Refer: Restricting assets that can be used as replacements 

    b.  You can restrict it using role.

           Refer ServiceNow Documentation: Transfer assets using transfer orders 

[fknell]

Could you please provide an explanation of the general process for creating a Purchase Order (PO) with the configuration recommended? Following your response, you will find yourself in a situation where you are unable to create any PO, as you have technically set the item unsourcable.