Create purchase requisition from the ITAM Workspace

  • Release version: Zurich
  • Updated July 31, 2025
  • 2 minutes to read

    • As an asset manager, use SPO’s purchasing flow from the ITAM Workspace to complete checkout when the requested item has contractual pricing.

    Before you begin

    Role required: sn_spend_asset.spo_shopper

    About this task

    This task describes the options that you must select and the information you must provide after you select Request items and checkout when the requested item has an associated price.

    Procedure

    1. Complete steps 1 through 10 as described in Create Sourcing Request or Purchase Requisition in SPO via ITAM Workspace.
    2. Optional: Submit sourcing request for items without price.
    3. On the Delivery location page, select a delivery location from the Delivery location list.
      Delivery location page.
    4. Optional: Select Deliver to additional locations to add additional delivery locations and specify the purchase quantity.
    5. Select Continue to delivery date.
    6. On the Delivery date page, select any of the following options:
      • Get as soon as (an estimated date auto-populates based on the current date)
      • On a specific date
      Delivery date page.
    7. Optional: Select Add another delivery date to add another delivery date.
    8. Select Continue to Payment method.
    9. On the Payment method page, if a default cost center is configured for the requester, it’s applied automatically, and the cost center appears grayed out and can’t be modified.
      Payment method page.

      If no default cost center is configured for the requester, the asset manager can choose from the following options:

      • Use another cost center
      • Pay with multiple cost centers
      Payment method page with cost center options.
    10. Select Continue to purchase reason.
    11. On the Reason for purchase page, do the following:
      • In the Reason for purchase field, enter a reason for making this purchase.
      • Select +Add file to add any attachments to this purchase.
      • In the Watchlist field, ad individuals who you want notified if any updates are made to this purchase.
      Reason for purchase page.
    12. Select Complete checkout.
      A purchase requisition is created for the requested items in SPO.

    What to do next

    The Procurement Specialist reviews the requisition in the Source-to-Pay Workspace and converts it into a purchase order.
    Note:
    The PO created in SPO (sn_shop_purchase_order table) references the corresponding PO generated in ITAM (procure_po table). The Asset Manager can monitor the progress of the SR, PR, and PO by closely tracking the PO within ITAM.

    If the asset manager has the Shopping Hub shopper role (sn_shop.shopper), they can also view the status of their request directly in Shopping Hub.

    The end user who submitted the original RITM continues to track and monitor the request status on the RITM record. Statuses between SPO and ITAM objects are synchronized so that updates appear in real time.