Submit a purchase request by uploading a quote

Use the ServiceNow Otto chat interface in the Employee Center to describe your needs, upload a quote, and submit a purchase request. ServiceNow Otto processes the uploaded quote and creates a purchase requisition for your review. Review all extracted information before submitting, as AI-generated output may require correction.

Before you begin

Role required: sn_spend_gen_ai.now_assist_requester

Procedure

1. Navigate to All > Self-Service > Employee Center in your ServiceNow instance.
2. Select the ServiceNow Otto chat icon ().
3. In the chat interface, enter details about the product to purchase.
   ServiceNow Otto displays product recommendations through the Procurement request path recommendation.
4. Select Yes to upload a quote.
   Note:

   If your quote contains more than 50 products, set the glide.sc.multirow_set.rows.size system property to a value greater than the total number of products in the quote. If the glide.sc.multirow_set.rows.size system property does not exist, add it and set the type to Integer.

   For more information on system properties, see Add a system property.

5. Select Click here to upload a file to choose your quote from your device.

   Enter additional details, such as the reason for purchase, expected delivery date, and service period.

   Note:

   The file must be in PDF, PNG, or JPEG format and must not exceed 1 MB.
6. Verify the quote file name.
   ServiceNow Otto processes the quote and extracts the details for review.
7. Select the link to open the extracted quote it in a new tab.
8. Verify that all information was extracted correctly.
   Review the extracted product details, quantities, and pricing before submitting. AI-generated extractions may contain errors.
9. Select Submit.
10. Close the tab and return to the Employee Center.

    Select Yes to confirm you have submitted the extracted quote.

Result

A purchase requisition is created and submitted for approval. Review the requisition details to verify the AI-extracted information is accurate before the approval process begins.