Tracking purchase orders from another system.

Katie Meadows
Tera Contributor

‎05-24-2022 11:41 AM

My organization started using SN last fall. We currently use ITSM and a small piece of ITAM. I'm trying to implement more of the Asset functionality. I need suggestions on how to handle procurement when POs are created and tracked in a different system.

Current process:

  • Customer requests hardware thru the Service Catalog
  • I create a quote with the vendor and create a SN SCTASK to Finance with quote and cost center
  • Finance enters purchase information into 3rd party system and submits PO request to purchasing
  • Purchasing submits PO back to Finance within 3rd party system
  • Finance completes the purchase and adds PO and purchase info to ServiceNow ticket and closes their SCTASK
  • Once hardware arrives tracking is done in 3rd party software until it reaches my department
  • Asset team logs all hardware received in Excel spreadsheet (don't get me started) then copies information into Work Notes of SN request ticket
  • Remaining work is tracked in SN

I've thought about using the PO functionality in SN and entering our 3rd party PO numbers. I don't know if this will cause more problems than solve though.

Thank you,

Katie

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5 REPLIES 5

Phil Scherry
Tera Guru

‎05-25-2022 04:01 AM

Which 3rd party system are you using?  There might be a connector to help create/update data on both ServiceNow and the other system.

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Katie Meadows
Tera Contributor
In response to Phil Scherry

‎05-25-2022 10:40 AM

We currently use Infor Lawson but I just found out we are looking to switch to something else in the next year. But, I'm still interested in options for our current state.

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Tom Frasure
Tera Contributor

‎05-25-2022 06:00 AM

We use the PO Import in SN to unfortunately manually load POs from our procurement tool. Before we load them we have to review the spreadsheet for data accuracy and consultant assignment. We will be moving to a new procurement tool by the end of the year and based on what I'm told we will still have to do the same process. 

I would be interested in hearing about a connector if it could remove the manual process. Our current procurement tool is Oracle iPRO.  

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