--- sourceDocument: Brazil Finance and Supply Chain sourceDocumentLink: https://www.servicenow.com/docs/r/source-to-pay-operations Release : - brazil ft:locale : - en-US ft:publication_title : - Brazil Finance and Supply Chain ft:clusterId : - stpop bundleId : - stpop workflow : - Employee --- # End-to-end purchasing workflow # End-to-end purchasing workflow in Source-to-Pay Operations {#ariaid-title1} Release version: Brazil Updated September 10, 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 End-to-end purchasing workflow in Source-to-Pay Operations This workflow outlines the complete purchasing process within the Source-to-Pay (S2P) suite, leveraging the Sourcing and Procurement Operations (SPO) and Accounts Payable Operations (APO) products. The process initiates when a product or service with an active contractual price is selected for purchase, ensuring compliance and streamlined procurement. Show full answer Show less ## Prerequisites * Installation and activation of necessary plugins for SPO and APO products. * Follow the respective installation sequences for Sourcing and Procurement Operations and Accounts Payable Operations plugins. ## Purchasing Workflow Steps and Roles * **Employee (snshop.shopper):** Initiates purchase via quick or full checkout through the Shopping Hub portal, creating a purchase requisition for products/services with contractual prices. * **Approver (snshop.procurementspecialist):** Reviews and approves purchase requests via Employee Center, triggering purchase order creation. * **Procurement Specialist (snshop.procurementspecialist):** Fulfills purchase orders through the Source-to-Pay Workspace portal by coordinating with suppliers. * **Employee (snshop.shopper):** Confirms receipt of goods or services via Shopping Hub or Employee Center portals. * **Accounts Payable Specialist (snapapm.accountspayablespecialist):** Manages invoice processing including auto-created invoices, manual invoice creation, invoice conversion, and resolution of invoice exceptions, all through Source-to-Pay Workspace. * **Accounts Payable Agent (snapcm.agent):** Handles assigned invoice cases, requests additional information, and manages task assignments within the Source-to-Pay Workspace. ## Key Outcomes * Seamless end-to-end purchasing experience from product selection through invoice management. * Clear role-based responsibilities and application portals ensure accountability and transparency. * Full visibility into purchase and invoice status for employees, approvers, procurement specialists, and accounts payable roles. * Automated and manual invoice handling capabilities support efficient accounts payable operations. Gather a high-level understanding of the end-to-end purchasing workflow with the Sourcing and Procurement Operations (SPO) and Accounts Payable Operations (APO) products within the Source-to-Pay (S2P) suite. The purchasing workflow is triggered when an active contractual price is available for a product or service the shopper intends to purchase. ## Prerequisites {#s2p-solution-pr-workflow__section_lhy_5qx_zyb} Install and activate the necessary plugins. For information on the respective product plugins and installation sequence, see: * SPO: [Install Sourcing and Procurement Operations](https://www.servicenow.com/docs/vIokSfWM1dac1g34mDS0hA "Install Sourcing and Procurement Operations (SPO) on your instance from the Product Hub.") * APO: [Application plugin installation sequence in Accounts Payable Operations](https://www.servicenow.com/docs/QWzIvW4KcaaDPv1JkhDknA "View the consolidated list of plugins, high-level description of each plugin, and the dependencies that are required before installing each plugin in Accounts Payable Operations.") {#s2p-solution-pr-workflow__ul_y5c_kcq_hcc} ## Workflow of the purchasing process {#s2p-solution-pr-workflow__section_cbx_r4x_zyb} The following figure shows how different personas use the various applications withing the SPO and APO products to complete the end-to-end purchasing process within the Source-to-Pay (S2P) suite. Figure 1. Workflow of the purchasing process In this workflow: 1. An employee performs a quick checkout with a product or service that has a contractual price. A purchase requisition is created. For more information, see [Order a product with quick checkout](https://www.servicenow.com/docs/gGZMm2nxN5sYXCro6It3fQ "Order a product or service that you want to purchase from the product catalog available on Shopping Hub Home."). Alternatively, an employee performs a full checkout with products or services that have contractual prices. For more information, see [Complete your checkout](https://www.servicenow.com/docs/PE~T8akxxOfdW2eR7nyoYg "Proceed to checkout when you’ve completed your shopping and have reviewed your shopping cart."). Role: sn_shop.shopper. Application portal: Shopping Hub. 2. Approval rules route the purchase request to one or more assigned approvers. 3. An approver reviews the purchase request and approves it. A purchase order is created. For more information, see [Approve a request from Employee Center](https://www.servicenow.com/docs/LVRqx8W03NWKgPnzmFs91w "Approve, reject, or request clarification on open purchase requisition lines and sourcing requests that are assigned to you, directly from Employee Center."). Role: sn_shop.procurement_specialist. Application portal: Employee Center. 4. A procurement specialist fulfills the purchase order from the associated supplier.Role: sn_shop.procurement_specialist. Application portal: Source-to-Pay Workspace. 5. On fulfillment, the employee confirms receipt of the requested product. For more information, see [Confirm receipt of your order from Shopping Hub Home](https://www.servicenow.com/docs/LppGanz9WHck7m9~wefFSA "Provide confirmation of receipt of the items you ordered that are in pending receipt state from Shopping Hub Home, so that payment is processed to the supplier accordingly. If you have not received the complete order, you can confirm receipt of a part of your order as well with the date when you received them.") and [Confirm receipt of your order from Employee Center](https://www.servicenow.com/docs/Oc2Fz~LZL77pN0VoS~3YHA "Provide confirmation of receipt of the items that you ordered that are in pending receipt state from Employee Center, so that payment is processed to the supplier accordingly. If you have not received the complete order, you can confirm receipt of a part of your order as well with the date when you received them."). Role: sn_shop.shopper. Application portal: Shopping Hub or Employee Center. 6. Invoices are auto-created. When invoices aren't auto-submitted or don't match the purchase orders, or when invoice exceptions must be resolved, an accounts payable specialist gets involved. For more information, see [Accounts Payable Invoice Processing](https://www.servicenow.com/docs/2unK8jAFpJExOkPGiwPtMw "Accounts Payable Invoice Processing (com.sn_ap_apm) enables Accounts Payable Specialists to ingest invoice documents and extract invoice data using ServiceNow Document Intelligence."). Alternatively, the accounts payable specialist manually creates invoices. For more information, see [Accounts Payable Specialist manual tasks](https://www.servicenow.com/docs/Xj_8n46OVr8HChaRTN~AVQ "Accounts Payable Operations performs invoice processing using automated workflows, with minimal manual intervention. In some situations, however, the Accounts Payable Specialist is required to perform a few manual tasks to move the invoice to the next stage of processing."). Role: sn_ap_apm.accounts_payable_specialist. Application portal: Source-to-Pay Workspace. 7. The accounts payable specialist converts invoices of purchase order type to invoice types such as non-purchase order, credit memo, and debit memo, based on their interactions with shoppers and suppliers of business services. For more information, see [Accounts Payable Specialist manual tasks](https://www.servicenow.com/docs/Xj_8n46OVr8HChaRTN~AVQ "Accounts Payable Operations performs invoice processing using automated workflows, with minimal manual intervention. In some situations, however, the Accounts Payable Specialist is required to perform a few manual tasks to move the invoice to the next stage of processing."). Role: sn_ap_apm.accounts_payable_specialist. Application portal: Source-to-Pay Workspace. 8. An accounts payable agent manages and works on assigned invoice cases, requests more information from suppliers or employees if necessary, and creates and assigns tasks to the users. For more information, see [Invoice Case Management](https://www.servicenow.com/docs/wfMZKLCYZtyaY~weXd6gTQ "With Invoice Case Management, agents can manage and work on their assigned invoice cases, request more information from suppliers or employees, and create and assign tasks to users using the Accounts Payable workspace."). Role: sn_ap_cm.agent. Application portal: Source-to-Pay Workspace. 9. The employee, approver, procurement specialist, accounts payable specialist, and accounts payable agent have complete visibility into the status of the workflow through process completion, from their respective portals. {#s2p-solution-pr-workflow__ol_z5x_pqx_zyb}