Transfer order creation AI agent

  • Release version: Australia
  • Updated August 14, 2026
  • 1 minute to read

    • This AI agent is used for creating a transfer order to source a requested item.

    Workflow

    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.
    Table 1. Configuration
    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.
    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
    Agent roles (ACLs) procurement_user
    Data access roles 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.
    Channels

    Enable the AI agent for the ServiceNow Otto panel.
    Used in agentic workflows
    • Help manage hardware asset requests
    • Help manage enterprise asset requests

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