Service Catalog/ Procurement

[Anna L]

If I order software from service catalog, and go to procurement task item after approving the request, it shows me source request button. In this case my assignment group is procurement. But my questions are:

Q1 - Why would I source request for a software from a stockroom? Can stockroom store software? When you have to source it from a vendor, that makes sense and then you create a PO etc.

Q2 - When I request hardware, assignment group is hardware after approving the request and I found source request item is not there? What would be the reason behind it? Suppose I order apple mackbook 15", two tasks are created, i.e. software and field services and I have to go into the task and update it by close complete and it didn't make sense to me whats the end result here?

Q3 - Also when I tried to change assignment group to procurement, if the request was for hardware, even if the stockroom has apple mackbook, it would show as none and force me to create a PO of something which is there in stock? Am I doing something wrong here?

[Community Alums]

Hi Ronald,

Some thoughts based on your descriptions:

Q1 - You would not typically store software in a stockroom. I would actually handle software differently than hardware. Instead of going through the same type of procurement process, you could instead create a process that checks to see if you already own rights that the user could use. You could then create a procurement task if no rights are available. This is something we cover in the Orchestration course, actually. The process could look something like this:

Q2 - To be available for sourcing, items need to be based on a model. If it is not, you will not see the Catalog Task to source the item. This task would be visible at the Request level. So two questions back: is what you are ordering based on a Model? If so, are you looking at the Request to see the task?

Q3 - To match up with existing stock, your catalog items need to be based on Models. I suspect this is your problem here. I am currently working on some blog posts around Model Management, but this is covered in detail in our Asset Management course as well.

I hope this helps,

ben

[Anna L]

Hi Ben,

Answer to 1 helps. I will try it out.

Answer to 2. the items are based on the model and I can see the task, but when I go into the task form, I cannot see source request button, if assignment group is hardware. So how do I go solving this problem?

[Community Alums · Accepted solution]

Hard to say without seeing exactly what is happening in your system. This would happen if the item has already been sourced or is not sourceable... Perhaps we could set up a screenshare to look together?

[Anna L]

Your last comment was helpful. I was able to solve the problem.