Procurement purchase order management for assets

Accurate purchase order information is important for invoice tracking, receiving, and reporting in the ServiceNow platform.

The Procurement application enables users with an appropriate procurement role to manage purchase order information for assets. It also provides direct access to service catalog requests. You can create purchase orders and transfer orders directly from requests.

Before using the Procurement application, create assignment groups for catalog tasks. Assignment groups are sets of users, filtered by location, who can perform catalog tasks.

• Track a request from the service catalog
  The Procurement application lets you track a request that was ordered from the service catalog.
• Cancel a request from the service catalog
  You can cancel a request from the service catalog if, for example, the item is no longer needed or the request was not approved.
• View and edit a catalog task
  Catalog tasks are used to source items and fulfill requests. You can view and edit catalog tasks from a request.
• Create a purchase order
  You can create a purchase order. Purchase orders specify assets to order from a single vendor.
• Create an asset and reserve it for the requester
  Create the asset before they're delivered so that you can create the asset record with an asset tag and serial number early in the process and reserve the asset for the user who requested it. The receiver can only select the assets to be received as assets are pre-created.

関連概念

• Procurement workflows
• Sourcing items in a service catalog request
• Receive assets
• Domain separation and Procurement

関連タスク

• Use the Procurement Overview module
• Activate Procurement

関連資料

• Procurement roles

関連情報

• Manage transfer orders
• Create a group