--- sourceDocument: Australia Enable AI sourceDocumentLink: https://www.servicenow.com/docs/r/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 in ServiceNow automates the process of creating transfer orders to source requested items efficiently. It guides users through selecting appropriate stockrooms and then creates the transfer order, streamlining inventory and asset management tasks. Show full answer Show less ## Workflow * Retrieves destination stockrooms for the requested item using the **Get Destination Stockrooms** tool, prompting users to select one if multiple are available; otherwise, the process ends. * Retrieves source stockrooms using the **Get Source Stockrooms** tool, similarly prompting for selection or ending if none are available. * Creates a Transfer Order Line based on the chosen source and destination stockrooms using the **Create transfer order using input source plan** tool. * Completes the transfer order creation with the **Create transfer order with guided source plan** tool and displays results to the user. ## Configuration and Access * **Third-party Access:** Can be enabled to allow external AI agents to use this agent; disabled by default. * **AI Specialist Access:** Enables AI specialists to configure tool inputs and outputs with more flexibility; disabled by default. * **Long-term Memory:** When enabled, the agent uses prior user interactions as context to enhance responses; also disabled by default. * These settings are managed via the `snaiaagentconfig` table and system properties. ## Tools and Roles * The agent employs multiple tools, including scripts for creating transfer orders and retrieving stockroom data. * Access is restricted to users with the **procurementuser** role, while data access is governed by roles such as **procurementuser** , **itil** , and **snrequestwrite**. ## Usage and Integration * The AI agent can be enabled in the ServiceNow Otto panel for easy interaction. * It supports workflows related to managing hardware and enterprise asset requests, enhancing IT Asset Management processes. * Administrators can configure triggers to initiate the agent automatically, though none are set by default. 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 IT Asset Management at .