Sourcing Task - Vendor Purchase button - not working

[WB]

Problem: The "Vendor Purchase" button on the sourcing task is read-only.

We have HAM Pro turned on in our sub-prod, and wanted to use the "Standard Hardware Asset Request" flow" with the new model.  Note, flow note workflow.  Please advise if we missed a step, a property setting, etc.  that would cause the Vendor Purchase button on the Sourcing Task dialog box to be read-only and prevent creation of the Purchase Order.    Screenshot attached.  

Thank you in advance.  

Steps we took:
- Created a new Hardware Model, published to the Hardware Catalog
- Added the "Standard Hardware Asset Request" flow (not workflow) to the maintain item.   

- Associated the hardware model to a Vendor Model of the same name (not sure if that was needed to make the sourcing task work)

[Community Alums · Accepted solution]

Hi,

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).

Hope this helps.

[WB]

You're list of possible root causes was extremely helpful.  It was the Vendor not being set to True on the company record.  Thank you so much!!!!  

[Riya Verma]

Hi @WB ,

Hope you are doing great.

To address the issue of the "Vendor Purchase" button being read-only on the sourcing task in ServiceNow, we can follow the steps below to troubleshoot the behaviour:

1. Verify HAM Pro Configuration: Ensure that HAM Pro is properly configured in your sub-production environment. Check if all the necessary modules and components are activated and correctly set up. Verify that the "Standard Hardware Asset Request" flow is enabled and associated with the new model you mentioned.

2. Check Workflow and Flow Designer: Review the workflow associated with the sourcing task and the flow designer configuration. Ensure that the necessary permissions and conditions are set correctly. Verify that the flow note workflow is properly defined and does not interfere with the functionality of the "Vendor Purchase" button.

3. Examine Property Settings: Check the relevant properties associated with the sourcing task and the "Vendor Purchase" button. Look for any properties that might control the read-only behavior or permissions. Verify that these properties are properly configured and allow for the creation of a purchase order.

4. Ensure that the user or role attempting to access the sourcing task has the appropriate permissions to create a purchase order. Verify that there are no restrictions or conflicting role assignments that might prevent the button from being editable.