Configuring Service Exchange Order Management for Providers
Summarize
Summary of Configuring Service Exchange Order Management for Providers
The Service Exchange Order Management for Providers application allows providers to create and manage product orders through Service Exchange. This setup enables providers to publish product offerings and service specifications as remote catalog items, making them accessible for consumers to order directly from their Service Catalog.
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Key Features
- Installation: Requires installation of Service Exchange applications for both Providers and Consumers from the ServiceNow Store.
- Product Offerings: Providers can create product offerings and service specifications as remote catalog items.
- Consumer Criteria Association: Admins can associate consumer eligibility criteria with remote record producers to manage access.
- Activation: Remote record producers must be activated in the consumer instance to enable consumer access.
- Retirement: Offers the ability to retire product offerings or service specifications, which automatically removes them from the consumer service catalog.
Key Outcomes
By configuring the Service Exchange Order Management for Providers, organizations can streamline their product and service offerings, ensuring that consumers have easy access to relevant services. This setup enhances order management efficiency and allows for better inventory management through clear eligibility criteria and the ability to retire outdated offerings seamlessly.
Configure the Service Exchange Order Management for Providers application, which enables providers to use Order Management to create and fulfill product orders over Service Exchange. Providers publish the product offerings and service specifications as remote catalog items so that consumers can order from the Service Catalog on their own instance.
Configuration overview
| Configuration step | Description | Role |
|---|---|---|
| Install Service Exchange for Providers | Install the Service Exchange for Providers application from the ServiceNow Store. For more information on configuring this application, see Installing and configuring Service Exchange for Providers. | Admin |
| Install Service Exchange for Consumers | Install the Service Exchange for Consumers application from theServiceNow Store. For details on configuring this application, see Installing and configuring Service Exchange for Consumers. | Admin |
| Install Service Exchange Order Management for Providers | Install the Service Exchange Order Management for Providers application from the ServiceNow Store. | Admin |
| Create a product offering for a remote catalog item | In the provider instance, create the product offerings to be added as remote catalog item to the service catalog for your consumers. | Product catalog admin or manager |
| Create a service specification for a remote catalog item | In the provider instance, create the service specification for a service to be added as a remote catalog item to the service catalog for your consumers. | Product catalog admin or manager |
| Associate consumer criteria to a remote record producer | In the provider instance, review the remote record producer and associate the customer criteria that entitles the catalog item for eligible Service Exchange consumers. | Service Exchange provider admin |
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Associate consumer criteria to the remote record producer for managing inventory. |
Review the remote record producer for managing inventory and associate the customer criteria. | |
| Activate the remote record producer | In the consumer instance, activate entitlements for the remote record producers. | Service Exchange consumer admin |
| Retire a remote catalog item | Retire a product offering or service specification used in a remote catalog, which automatically retires the corresponding remote record producer and removes the item from the service catalog on the consumer instance. | Product catalog admin or manager |