Consolidate/merge purchase orders/purchase order lines into one record

Tom Ksandr
Giga Contributor

Hello Dear Community,

I was interested to figure out if there are other ways for OOTB to merge purchase orders/lines.

I'm aware of the consolidated PO checkbox on the sourcing screen for the hardware asset request that does the below:
"
For example, if you are purchasing 25 phones from Apple and an open purchase order already exists for Apple, the 25 phones are added to the open purchase order. If there are no open purchase orders for the selected vendors, new purchase orders are created. Items ordered from the same vendor are grouped together. Different items are shown on separate lines on the purchase order.
"
 
but I was not able to find any other piece of documentation for hardware asset procurement that would explain to me if there are other options for automatic merging of purchase orders away from the sourcing screen where the consolidate PO checkbox exists.
 
any ideas on how it works?
Thanks!
1 ACCEPTED SOLUTION

akash_mehta
ServiceNow Employee
ServiceNow Employee

Tom:  The only other one I can think of is based on using the Stock Rules functionality.

https://docs.servicenow.com/bundle/sandiego-it-asset-management/page/product/asset-management/concept/c_Stockrooms.html

So if you setup a stock rule, and set the Restocking option as Vendor; the scheduled job will create a PO/POL (if Procurement plugin is used).  In that code; I believe it will automatically consolidate lines for open POs where the vendor is the same.

Might want to take a look and test that out.

-Akash

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4 REPLIES 4

akash_mehta
ServiceNow Employee
ServiceNow Employee

Tom:  The only other one I can think of is based on using the Stock Rules functionality.

https://docs.servicenow.com/bundle/sandiego-it-asset-management/page/product/asset-management/concept/c_Stockrooms.html

So if you setup a stock rule, and set the Restocking option as Vendor; the scheduled job will create a PO/POL (if Procurement plugin is used).  In that code; I believe it will automatically consolidate lines for open POs where the vendor is the same.

Might want to take a look and test that out.

-Akash

Vanessa H
Tera Contributor

Is Consolidate PO a HAM Pro feature, or part of ITSM Asset Management? 

I do believe it's a HAM only feature

I do believe it's a HAM specific feature