Upload a Statement of Work (SOW) to request a purchase

Use ServiceNow Otto’s AI-powered chat interface to upload a Statement of Work (SOW) and submit your purchase request through Employee Center.

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 () in the Employee Center interface.
3. Provide details about the product that you want to purchase in the chat interface.
4. When prompted, enter Yes to proceed with uploading a Statement of Work (SOW).
5. Select Click here to upload a file and select a Statement of Work (SOW) from your device.
   Note:

   Verify that the file is in PDF, PNG, or JPEG format and doesn’t exceed 1 MB.
   ServiceNow Otto analyzes your document using the Procurement request path recommendation.
6. Enter additional details requested, such as the reason for purchase, expected delivery date, and service period.
7. Optional: Select Show to view the request.
   The additional details are displayed in the engagement layer.
8. Optional: Select Make changes to edit the request.
   1. Select the document link.
      The Statement of Work (SOW) document opens in a new tab (DocIntel).
   2. Select Edit Answers to make changes.
   3. Select Submit > Confirm and submit to save your changes.
   4. Return to the Employee Center and select Yes to proceed.
   Your purchase requisition has been created and submitted for approval.
9. Select Submit to submit the request.

Result

Your purchase requisition has been created and submitted for approval.