Configuring Service Exchange Order Management for Providers
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Summary of Configuring Service Exchange Order Management for Providers
The Service Exchange Order Management for Providers application enables providers to create and fulfill product orders over Service Exchange by publishing product offerings and service specifications as remote catalog items. These remote catalog items can then be accessed and ordered by consumers from their own Service Catalog instances, facilitating seamless service delivery across different ServiceNow environments.
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Key Features
- Product Offering and Service Specification Creation: Providers create product offerings and service specifications in their instance to publish as remote catalog items.
- Remote Record Producers: These are used to publish product offerings and service specifications remotely, making them accessible to consumers.
- Consumer Criteria Association: Providers associate customer criteria with remote record producers to control entitlement and inventory management for consumers.
- Activation and Retirement: Consumer instances activate entitlements to access remote record producers, and providers can retire remote catalog items to remove them from consumer catalogs automatically.
Configuration Steps
- Install Required Applications: Install Service Exchange for Providers, Service Exchange for Consumers, and Service Exchange Order Management for Providers from the ServiceNow Store. These installations ensure the necessary functionalities are available.
- Create Product Offerings and Service Specifications: Use the provider instance to define product offerings and service specifications that will be published as remote catalog items.
- Associate Consumer Criteria: Assign customer criteria to remote record producers in the provider instance to manage which consumers are entitled to access the catalog items and manage inventory.
- Activate Remote Record Producers: In the consumer instance, activate entitlements for remote record producers to enable ordering from the consumer's Service Catalog.
- Retire Remote Catalog Items: Providers can retire offerings or specifications to automatically remove them from consumer catalogs, ensuring catalog accuracy and relevance.
Roles Involved
- Admin: Responsible for installing all necessary applications.
- Product Catalog Admin or Manager: Manages creation and retirement of product offerings and service specifications.
- Service Exchange Provider Admin: Handles association of consumer criteria to remote record producers.
- Service Exchange Consumer Admin: Activates entitlements for remote record producers in consumer instances.
This configuration empowers ServiceNow customers to extend their service catalogs across instances efficiently, enabling providers to offer products and services remotely and consumers to order them seamlessly, supporting scalable and integrated service delivery.
Configure the Service Exchange Order Management for Providers application, which enables providers to use Order Management to create and fulfill product orders over Service Exchange. Providers publish the product offerings and service specifications as remote catalog items so that consumers can order from the Service Catalog on their own instance.
Configuration overview
Follow these tasks to set up the Service Exchange Order Management for Providers application, which uses Order Management to create product offerings and service specification and publish them ServiceNow in your provider instance as remote record producers. Service Exchange admins can then activate these remote record producers to make the products and services available from the Service Catalog on consumer instances.
| Configuration step | Description | Role |
|---|---|---|
| Install Service Exchange for Providers | Install the Service Exchange for Providers application from the ServiceNow Store. For more information on configuring this application, see Configure Service Exchange for Providers. | Admin |
| Install Service Exchange for Consumers | Install the Service Exchange for Consumers application from theServiceNow Store. For details on configuring this application, see Configure Service Exchange for Consumers. | Admin |
| Install Service Exchange Order Management for Providers | Install the Service Exchange Order Management for Providers application from the ServiceNow Store. | Admin |
| Create a product offering for a remote catalog item | In the provider instance, create the product offerings to be added as remote catalog item to the service catalog for your consumers. | Product catalog admin or manager |
| Create a service specification for a remote catalog item | In the provider instance, create the service specification for a service to be added as a remote catalog item to the service catalog for your consumers. | Product catalog admin or manager |
| Associate consumer criteria to a remote record producer | In the provider instance, review the remote record producer and associate the customer criteria that entitles the catalog item for eligible Service Bridge consumers. | Service Exchange provider admin |
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Associate consumer criteria to the remote record producer for managing inventory. |
Review the remote record producer for managing inventory and associate the customer criteria. | |
| Activate the remote record producer | In the consumer instance, activate entitlements for the remote record producers. | Service Exchange consumer admin |
| Retire a remote catalog item | Retire a product offering or service specification used in a remote catalog, which automatically retires the corresponding remote record producer and removes the item from the service catalog on the consumer instance. | Product catalog admin or manager |