--- sourceDocument: Australia Enable AI sourceDocumentLink: https://www.servicenow.com/docs/r/australia/intelligent-experiences Release : - australia ft:locale : - en-US ft:publication_title : - Australia Enable AI ft:clusterId : - platai bundleId : - platai workflow : - Platform --- # Transfer order creation AI agent # Transfer order creation AI agent {#ariaid-title1} Release version: Australia Updated August 14, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Transfer order creation AI agent The Transfer order creation AI agent automates the process of creating transfer orders to source requested items within the ServiceNow platform. It guides users through selecting appropriate destination and source stockrooms, then creates the transfer order based on these selections. This agent streamlines inventory management by facilitating efficient stock transfers. Show full answer Show less ## Workflow * Retrieves destination stockrooms for the requested item using the **Get Destination Stockrooms** tool. * If multiple destination stockrooms exist, prompts the user to select one; if none are available, the workflow ends. * Retrieves source stockrooms using the **Get Source Stockrooms** tool. * If multiple source stockrooms exist, prompts the user to select one; if none are available, the workflow ends. * Creates the transfer order line using the **Create transfer order using input source plan** tool with the selected stockroom details. * Completes the transfer order creation using the **Create transfer order with guided source plan** tool. * Displays the results back to the user. ## Configuration and Access * **Third-party access:** Can be enabled to allow third-party AI agents to use this agent; disabled by default. * **AI specialist access:** Enables advanced configuration options for AI specialists, such as mapping inputs and response templates; disabled by default. * **Long-term memory:** When enabled, the agent uses prior user interactions to provide context for responses; disabled by default. * These settings are managed via the `snaiaagentconfig` table and system properties. ## Tools and Roles * Key tools include stockroom retrieval and transfer order creation scripts to automate the process. * Access to the AI agent is typically granted to users with the `procurementuser` role. * Data access and action permissions require roles such as `procurementuser`, `itil`, and `snrequestwrite`. ## Usage and Integration * The agent can be enabled in the ServiceNow Otto AI panel for interactive workflows. * It supports agentic workflows related to managing hardware and enterprise asset requests, enhancing asset management capabilities. * No default triggers are defined, but administrators can configure triggers as needed to automate workflow initiation. This AI agent is used for creating a transfer order to source a requested item. ## Workflow {#itam-transfer-order-creation-ai-agent__zsmdlwierhjt} The agent helps users complete tasks related to transfer order creation. 1. Use the Get Destination Stockrooms for requested item tool to retrieve a list of destination stockrooms. 2. Ask the user to select a stockroom if multiple choices are available. If none are available, end the workflow. 3. Use the Get Source Stockrooms tool to retrieve a list of source stockrooms. 4. Ask the user to select a source stockroom if multiple choices are available. If none are available, end the workflow. 5. Use the Create transfer order using input source plan tool to create the Transfer Order Line with the user's selected source and destination stockroom details. 6. Create the transfer order using the Create transfer order with guided source plan tool. 7. Display results to the user. {#itam-transfer-order-creation-ai-agent__ol_hcp_qwx_njc} {#itam-transfer-order-creation-ai-agent__zsmdlwierhjt__entry__2} | Field | Description | |-|-| | Allow third party to access this AI agent | When enabled, third-party AI agents can use this agent. This value is off (false) by default. This setting is defined in the AI Agent configs \[sn_aia_agent_config\] table on the External discoverable field. | | Allow AI specialists to access this AI agent | When enabled, AI specialists can use this agent. This value is off (false) by default. When set to true, more configuration options for tools become available so that an AI specialist can map inputs and response templates to tool outputs. This setting is defined in the AI Agent configs \[sn_aia_agent_config\] table on the Specialist enabled field. | | Manage long-term memory | When enabled, all previous user interactions are used as context for the LLM. This value is off (false) by default. This setting is defined by the sn_aia.ltm.enable_long_term_memory system property. For more information, see [ServiceNow Otto AI agents reference](https://www.servicenow.com/docs/MUqSU8rHp3ao~q3QEWgHkA "Find more information about user roles, tables, and the different properties that are installed in ServiceNow Otto AI agents."). | | Tools | Scripts : Create transfer order for auto-source : Create transfer order using input source plan : Create transfer order with guided source plan : Get Destination Stockrooms : Get Source Stockrooms | | Allowed user roles The specific user roles that can access this AI agent. | procurement_user | | Data access roles The specific user identity roles that determine which data the AI agent can access and what actions it can take. | procurement_user, itil, sn_request_write | | Triggers | Optional. None defined by default. An admin can specify triggers if desired. For more information, see [Add a trigger to an AI agent](https://www.servicenow.com/docs/NXqRJBQV_Vw00FEzklcAJw "In the guided setup for an AI agent, add triggers to run the AI agent automatically when certain conditions are met."). | | Channels | Enable the AI agent for the ServiceNow Otto panel. | | Used in agentic workflows | * Help manage hardware asset requests * Help manage enterprise asset requests | [Table 1. Configuration] Learn more about Asset Management at [Asset Management](https://www.servicenow.com/docs/access?context=asset-management-landing-page&version=australia&pubname=australia-it-asset-management&ft:locale=en-US).