Procurement Case Management
- UpdatedJul 31, 2025
- 2 minutes to read
- Zurich
- Sourcing and Procurement Operations
With the Procurement Case Management application, you can enable your employees to submit procurement cases and access your organization's knowledge base. You can also enable your procurement teams to automate their fulfillment processes so that they can manage and monitor the progress of their tasks.
The Procurement Case Management (PCM) application enables you to manage the complete life cycle of the procurement process.
- Procurement process optimization for task routing and tracking the progress of your tasks.
- Knowledge article publish and performance workflows.
- Visibility into the processes, progress, and overall efficiency of the procurement process.
- Integration with IT Asset Management, Software Asset Management, and Contract Management.
Installed plugins
Install Procurement Case Management from the ServiceNow Store.
The Procurement Case Management (sn_spend_psd) application installs the following dependent plugins:
-
Common Service Delivery (sn_spend_sdc)
-
Source-to-Pay Workspace (sn_spend_workspace)
Required roles
You can configure the following roles and tasks:
- sn_spend_psd.psd_admin: Configure and make changes to the system properties, such as creating request types and categories.Note: An application-specific admin role enables a user to access a specific application, but does not grant the user any other admin rights. Your system-level admin on the production instance must grant the application-specific admin role to the appropriate users, and then remove the application-specific admin role from all the users with the system-level admin role. For more information, see Application administration.
- sn_spend_psd.manager: View, create, and update procurement cases and tasks.
- sn_spend_psd.agent: Manage the workflows for fulfilling requests and knowledge articles.
- sn_spend_psd.procurement_task_owner: Access and complete task assignments to fulfill the requests.
- sn_spend_psd.requestor: Create procurement cases.
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- Procurement Case Management Dashboard
The Procurement Case Management Dashboard helps you to track, analyze, and manage your procurement services.
- Using Procurement Case Management
With the Procurement Case Management application, you can enable your employees to submit procurement cases and access your organization's knowledge base.
- Install Sourcing and Procurement Operations
Install Sourcing and Procurement Operations and its dependent applications from the ServiceNow Store.
- Application plugin installation sequence in Sourcing and Procurement Operations
The following table lists the Sourcing and Procurement Operations (SPO) plugins, their installation sequence, high-level descriptions, and dependencies.