Update the product category or spend category in the ServiceNow Otto panel

  • Release version: Zurich
  • Updated July 30, 2026
  • 1 minute to read

    • Use the ServiceNow Otto panel to update the product category or spend category for purchase requisitions, sourcing requests, or purchase orders directly from the Source-to-Pay Workspace.

    Before you begin

    Role required: sn_shop_procurement_specialist

    Procedure

    1. Navigate to Workspaces > Source-to-Pay Workspace.
    2. Select the list icon (List icon.).
    3. Navigate to List > All work and locate the required record.
      1. Select from the following modules:
        • Sourcing requests
        • Requisitions
      2. In the Number column, select the record link to open the details page.
    4. To open the ServiceNow Otto panel, select the ServiceNow Otto icon Sparkle icon for ServiceNow Otto.
    5. In the ServiceNow Otto panel, enter a request to update either the product category or spend category.
    6. Select Product Category or Spend Category, based on your requirement.
    7. When prompted, enter the reason for the update or enter Skip to continue without providing a reason.
    8. Enter your suggested category.
      ServiceNow Otto analyzes your input and provides AI-generated suggestions.
    9. Review the suggested options and select the one you want to apply.

    Result

    The product category or spend category for the selected purchase line is successfully updated.