Working with quotes in Service Catalog

[Roffy]

We have built our Service Catalog and have modified the sc_request workflow so that if price is more than £0.00, approval is requested and once approved, a Capital Expenditure form is generated and sent by email, so the price needs to be correct at the time of creation. For some of our catalog items, we do not keep parts in stock and need to get a quote before purchasing. I am trying to think how we can keep track of quote retrieval in ServiceNow and wondered if anyone has any tips or has successfully implemented this, whether through something out of the box, a custom table, or an application?

I considered doing something at the sc_req_item workflow level but this does not start until the sc_request workflow completes, so no luck there. For now, I have created an item called 'Request a Quote' for the IT department to use. It is not ideal as they then have to create a new request once they receive the quote. We have a variable on items that need a quote, which changes the item's price if something is entered.

[aswinsiddaling2]

Hi Ross,

Just thinking out loud

On the catalog items that require quote retrieval before request submission, you can have a variable as 'Retrieved quote' which will be mandatory but read only variable.

These catalog items will also contains a UI macro/page variable which will be a button 'Retrieve quote' and on click on this it will automatically create a request for retrieving quote and save it in a custom field on the catalog item form

The 'Retrieved quote' mentioned above will be auto populated from the catalog item form.

So basically when the users open the request form for catalog items which require quote retrieval, it will have the 'Retrieved quote' variable already filled in if there was a quote retrieval request already placed.

Let me know your thoughts

Thanks and Regards,

Aswin Siddalingam