NowAssist for HAM - hardware asset requests agentic workflow -

[KeikaH]

Hello, this is my first question in the Community.

I'm testing the "Hardware asset management sourcing AI agent," and while it's working, it's not returning the expected response.
There might be something missing in my test environment; I'd appreciate any ideas on which tables I need to configure and how.

* What I've done:
- Enable the [Auto-consume], [Auto-transfer] and [Auto-purchase] options in the stockroom(alm_stockroom) settings.
- Set location information for the stockroom; Tokyo.
- The stockroom has 2 available Hardware assets (PCs) . State=In stock, and Substate=Available.
- Link the PC product model to the catalog item. The product model is the same as the PCs in stock.
- Create a request from the catalog item.
- The request item is approved.
- Manually set the location field for the request item; Tokyo as same as the location of the stockroom.

* AI agent response
Hi there! I'm your Hardware asset management sourcing AI agent. I found that
RITM******* includes a request for *******(PC product model)  of quantity 1.
I wasn't able to autonomously source the items you requested. Here are the
possible reasons:

1. No stockroom is set up for automatic sourcing.

2. The stockroom configured for automatic sourcing is out of stock.

3. There are no vendor catalog items available.

There is currently no available stockroom or vendor to fulfill your request.

->I don't anticipate any forwarding or purchases in my test pattern, but I think they'll be allocated from available stock. There should be multiple items in stock, but it seems the AI ​​agent hasn't recognized them.

* Steps I referenced

Help manage hardware asset requests workflow • Zurich IT Asset Management • 製品ドキュメント | ServiceNow

I would appreciate any helpful advice. Unfortunately, my knowledge of HAM and AI agents is not yet sufficient.

[Tanushree Maiti]

Hi @KeikaH 

1. Ensure you have procurement_user role.

    Refer: Pre- and post-upgrade tasks for various products 

2. Refer : https://www.youtube.com/watch?v=SGjvB_z1Da8

[KeikaH]

Thank you for your reply.
I already had "admin", but I added "procurement_user".
I also tried adding my ID to the "Procurement" user group.

I reviewed the flow linked to the catalog item (refer*1) and confirmed that manual transfer is possible.

Do you have any further solutions?

• Problem 1
Manual transfer is possible, but the AI ​​agent still responds with the same message, and automatic transfer does not occur. The stockrooms' automatic transfer option is active.

• Problem 2
Although it was confirmed that there are some available computers in the stockroom specified in RITM's location, after clicking "Source Request " UI action shows the local stock as 0. Neither manual nor AI agent can consume the local stock.

refer*1　Use a hardware asset request flow • Zurich IT Asset Management • 製品ドキュメント | ServiceNow

[KeikaH · Accepted solution]

I was able to solve the problem myself by doing the following. Thank you.

- Corrected the flow that links to the catalog item; Standard Hardware Asset Request
- Set the user's location (it was blank)

I used this page as a reference.

Use a hardware asset request flow • Zurich IT Asset Management • 製品ドキュメント | ServiceNow

Solved: Consumables catalog by stockroom/location - ServiceNow Community

　"Consume button only activates if the user's location matches the stockroom location exactly,"