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https://www.servicenow.com/docs/en-US/bundle/zurich-servicenow-platform/page/product/now-assist-cmdb/reference/na-data-fdn-properties.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-servicenow-platform/page/product/now-assist-cmdb/reference/na-data-fdn-properties.html	2025-08-11	daily	0.5	268.xml	en-US	zurich-servicenow-platform	product/now-assist-cmdb/reference/na-data-fdn-properties.html	zurich	Property settings for Now Assist for CMDB agentic workflows	List of sys properties for the agents used by Now Assist for CMDB agents.	[]	[ "Extend ServiceNow AI Platform capabilities", "Configuration Management", "Configuration Management Database (CMDB)", "Now Assist for Configuration Management Database (CMDB)", "Now Assist for CMDB reference" ]	<article class="hascomments" data-page="bundle:zurich-servicenow-platform/enus/product/now-assist-cmdb/reference/na-data-fdn-properties.html" id="bundle:zurich-servicenow-platform/enus/product/now-assist-cmdb/reference/na-data-fdn-properties.html"><body id="na-data-fdn-properties"><main role="main"><article role="article" class="dita" id="na-data-fdn-properties" aria-labelledby="title_na-data-fdn-properties"> <h1 class="title topictitle1" id="title_na-data-fdn-properties">Property settings for Now Assist for CMDB agentic workflows</h1> <div class="body refbody"><p class="shortdesc">List of sys properties for the agents used by <span class="ph">Now Assist for CMDB</span> agents.</p> <section class="section" id="na-data-fdn-properties__section_f22_vvj_q2c"><h2 id="d247476e47" class="title sectiontitle">Property settings</h2> <div class="table-wrap"><table count-columns="2" class="table frame-all" id="na-data-fdn-properties__table_m2p_xvj_q2c"><caption><span class="table--title-label">Table 1. </span><span class="title">Property settings</span></caption><colgroup><col style="width:50%"/><col style="width:50%"/></colgroup><thead class="thead"> <tr class="row"> <th class="entry colsep-1 rowsep-1" id="na-data-fdn-properties__table_m2p_xvj_q2c__entry__1">Property</th> <th class="entry colsep-1 rowsep-1" id="na-data-fdn-properties__table_m2p_xvj_q2c__entry__2">Description</th> </tr> </thead><tbody class="tbody"> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="na-data-fdn-properties__table_m2p_xvj_q2c__entry__1">sn_cmdb_gen_ai.principal_class_suggestion_period</td> <td class="entry colsep-1 rowsep-1" headers="na-data-fdn-properties__table_m2p_xvj_q2c__entry__2"> <p class="p">The <span class="ph">CMDB</span> data governance manager agentic workflow collects and aggregates <span class="ph">Change Management</span>, <span class="ph">Incident Management</span>, and <span class="ph">Problem Management</span> data for the specified CI class. If the workflow collects too much data, the process might fail. This property limits the duration in days (integer zero to infinity) for the query.</p> <p class="p">Default 90 (query all tasks updated in the last 90 days).</p> <p class="p">For instances with little data, set the property to a high value like 36000 (10 years). For instances with a large store of data, experiment to determine a practical value.</p> </td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="na-data-fdn-properties__table_m2p_xvj_q2c__entry__1">sn_cmdb_gen_ai.suggested_principal_classes_limit</td> <td class="entry colsep-1 rowsep-1" headers="na-data-fdn-properties__table_m2p_xvj_q2c__entry__2">Specifies the maximum number of principal classes that are suggested to the user.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="na-data-fdn-properties__table_m2p_xvj_q2c__entry__1">sn_cmdb_gen_ai.health_ownership_evaluation_period</td> <td class="entry colsep-1 rowsep-1" headers="na-data-fdn-properties__table_m2p_xvj_q2c__entry__2"> <p class="p">If the <span class="ph">CMDB</span> data governance manager agentic workflow collects too much health data, the process might fail. This property limits the duration in days (integer zero to infinity) for the query.</p> <p class="p">Default 90 (query all tasks updated in the last 90 days).</p> </td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="na-data-fdn-properties__table_m2p_xvj_q2c__entry__1">sn_cmdb_gen_ai.ownership_evaluation_health_score_thresholds</td> <td class="entry colsep-1 rowsep-1" headers="na-data-fdn-properties__table_m2p_xvj_q2c__entry__2"> <p class="p">The CMDB data governance agentic workflow determines the percentage of CIs in the specified class that have values for the <span class="ph uicontrol">Owned by</span> setting.</p> <p class="p">The process returns a score that depends on this property setting. For example, the default setting of <kbd class="ph userinput">40,60,80</kbd> returns a score of <samp class="ph systemoutput sysout">Poor</samp> for less than 40%, <samp class="ph systemoutput sysout">Average</samp> for 60%-79%, and <samp class="ph systemoutput sysout">Healthy</samp> for 80% and above.</p> </td> </tr> </tbody></table></div> </section> </div> </article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Extend ServiceNow AI Platform capabilities", "topic_id": "administer/general/concept/capabilities-bundle-landingpage.html" }, { "title": "Configuration Management", "topic_id": "administer/general/concept/manage-cmdb.html" }, { "title": "Configuration Management Database (CMDB)", "topic_id": "product/configuration-management/concept/c_ITILConfigurationManagement.html" }, { "title": "Now Assist for Configuration Management Database (CMDB)", "topic_id": "product/configuration-management/concept/now-assist-landing-cmdb.html" }, { "title": "Now Assist for CMDB reference", "topic_id": "product/configuration-management/concept/now-assist-cmdb-reference.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform\">Zurich ServiceNow AI Platform Capabilities</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/administer/general/concept/capabilities-bundle-landingpage.html\">Extend ServiceNow AI Platform capabilities</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/administer/general/concept/manage-cmdb.html\">Configuration Management</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/product/configuration-management/concept/c_ITILConfigurationManagement.html\">Configuration Management Database (CMDB)</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/product/configuration-management/concept/now-assist-landing-cmdb.html\">Now Assist for Configuration Management Database (CMDB)</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/product/configuration-management/concept/now-assist-cmdb-reference.html\">Now Assist for CMDB reference</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">Property settings for Now Assist for CMDB agentic workflows</span>", "bundle_id": "zurich-servicenow-platform", "bundle_key": 2740, "bundle_landing_page": 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data-page=\"bundle:zurich-servicenow-platform/enus/product/now-assist-cmdb/reference/na-data-fdn-properties.html\" id=\"bundle:zurich-servicenow-platform/enus/product/now-assist-cmdb/reference/na-data-fdn-properties.html\"><body id=\"na-data-fdn-properties\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"na-data-fdn-properties\" aria-labelledby=\"title_na-data-fdn-properties\">\n <h1 class=\"title topictitle1\" id=\"title_na-data-fdn-properties\">Property settings for Now Assist for CMDB agentic workflows</h1>\n \n \n <div class=\"body refbody\"><p class=\"shortdesc\">List of sys properties for the agents used by <span class=\"ph\">Now Assist for CMDB</span> agents.</p>\n <section class=\"section\" id=\"na-data-fdn-properties__section_f22_vvj_q2c\"><h2 id=\"d247476e47\" class=\"title sectiontitle\">Property settings</h2>\n \n <div class=\"table-wrap\"><table count-columns=\"2\" class=\"table frame-all\" id=\"na-data-fdn-properties__table_m2p_xvj_q2c\"><caption><span class=\"table--title-label\">Table 1. </span><span class=\"title\">Property settings</span></caption><colgroup><col style=\"width:50%\"/><col style=\"width:50%\"/></colgroup><thead class=\"thead\">\n <tr class=\"row\">\n <th class=\"entry colsep-1 rowsep-1\" id=\"na-data-fdn-properties__table_m2p_xvj_q2c__entry__1\">Property</th>\n <th class=\"entry colsep-1 rowsep-1\" id=\"na-data-fdn-properties__table_m2p_xvj_q2c__entry__2\">Description</th>\n </tr>\n </thead><tbody class=\"tbody\">\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"na-data-fdn-properties__table_m2p_xvj_q2c__entry__1\">sn_cmdb_gen_ai.principal_class_suggestion_period</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"na-data-fdn-properties__table_m2p_xvj_q2c__entry__2\">\n <p class=\"p\">The <span class=\"ph\">CMDB</span> data governance manager agentic workflow collects and aggregates <span class=\"ph\">Change Management</span>, <span class=\"ph\">Incident Management</span>, and <span class=\"ph\">Problem Management</span> data for the specified CI class. If the workflow collects too much data, the process might fail. This property limits the duration in days (integer zero to infinity) for the query.</p>\n \n \n \n <p class=\"p\">Default 90 (query all tasks updated in the last 90 days).</p>\n <p class=\"p\">For instances with little data, set the property to a high value like 36000 (10 years). For instances with a large store of data, experiment to determine a practical value.</p>\n </td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"na-data-fdn-properties__table_m2p_xvj_q2c__entry__1\">sn_cmdb_gen_ai.suggested_principal_classes_limit</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"na-data-fdn-properties__table_m2p_xvj_q2c__entry__2\">Specifies the maximum number of principal classes that are suggested to the user.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"na-data-fdn-properties__table_m2p_xvj_q2c__entry__1\">sn_cmdb_gen_ai.health_ownership_evaluation_period</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"na-data-fdn-properties__table_m2p_xvj_q2c__entry__2\">\n <p class=\"p\">If the <span class=\"ph\">CMDB</span> data governance manager agentic workflow collects too much health data, the process might fail. This property limits the duration in days (integer zero to infinity) for the\n query.</p>\n \n \n <p class=\"p\">Default 90 (query all tasks updated in the last 90 days).</p>\n </td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"na-data-fdn-properties__table_m2p_xvj_q2c__entry__1\">sn_cmdb_gen_ai.ownership_evaluation_health_score_thresholds</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"na-data-fdn-properties__table_m2p_xvj_q2c__entry__2\">\n <p class=\"p\">The CMDB data governance agentic workflow determines the percentage of CIs in the specified class that have values for the <span class=\"ph uicontrol\">Owned by</span> setting.</p>\n <p class=\"p\">The process returns a score that depends on this property setting. For example, the default setting of <kbd class=\"ph userinput\">40,60,80</kbd> returns a score of <samp class=\"ph systemoutput sysout\">Poor</samp> for less than 40%,\n <samp class=\"ph systemoutput sysout\">Average</samp> for 60%-79%, and <samp class=\"ph systemoutput sysout\">Healthy</samp> for 80% and above.</p>\n </td>\n </tr>\n </tbody></table></div>\n </section>\n </div>\n</article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Property settings for Now Assist for CMDB agentic workflows List of sys properties for the agents used by Now Assist for CMDB agents. ## Property settings Table 1. Property settings \| Property \| Description \| \| --- \| --- \| \| sn\_cmdb\_gen\_ai.principal\_class\_suggestion\_period \| The CMDB data governance manager agentic workflow collects and aggregates Change Management, Incident Management, and Problem Management data for the specified CI class. If the workflow collects too much data, the process might fail. This property limits the duration in days (integer zero to infinity) for the query. Default 90 (query all tasks updated in the last 90 days). For instances with little data, set the property to a high value like 36000 (10 years). For instances with a large store of data, experiment to determine a practical value. \| \| sn\_cmdb\_gen\_ai.suggested\_principal\_classes\_limit \| Specifies the maximum number of principal classes that are suggested to the user. \| \| sn\_cmdb\_gen\_ai.health\_ownership\_evaluation\_period \| If the CMDB data governance manager agentic workflow collects too much health data, the process might fail. This property limits the duration in days (integer zero to infinity) for the query. Default 90 (query all tasks updated in the last 90 days). \| \| sn\_cmdb\_gen\_ai.ownership\_evaluation\_health\_score\_thresholds \| The CMDB data governance agentic workflow determines the percentage of CIs in the specified class that have values for the Owned by setting. The process returns a score that depends on this property setting. For example, the default setting of `40,60,80` returns a score of `Poor` for less than 40%, `Average` for 60%-79%, and `Healthy` for 80% and above. \|	--- title: Property settings for Now Assist for CMDB agentic workflows description: List of sys properties for the agents used by Now Assist for CMDB agents. keywords: [] breadcrumbs: - Extend ServiceNow AI Platform capabilities - Configuration Management - Configuration Management Database (CMDB) - Now Assist for Configuration Management Database (CMDB) - Now Assist for CMDB reference --- # Property settings for Now Assist for CMDB agentic workflows List of sys properties for the agents used by Now Assist for CMDB agents. ## Property settings Table 1. Property settings \| Property \| Description \| \| --- \| --- \| \| sn\_cmdb\_gen\_ai.principal\_class\_suggestion\_period \| The CMDB data governance manager agentic workflow collects and aggregates Change Management, Incident Management, and Problem Management data for the specified CI class. If the workflow collects too much data, the process might fail. This property limits the duration in days (integer zero to infinity) for the query. Default 90 (query all tasks updated in the last 90 days). For instances with little data, set the property to a high value like 36000 (10 years). For instances with a large store of data, experiment to determine a practical value. \| \| sn\_cmdb\_gen\_ai.suggested\_principal\_classes\_limit \| Specifies the maximum number of principal classes that are suggested to the user. \| \| sn\_cmdb\_gen\_ai.health\_ownership\_evaluation\_period \| If the CMDB data governance manager agentic workflow collects too much health data, the process might fail. This property limits the duration in days (integer zero to infinity) for the query. Default 90 (query all tasks updated in the last 90 days). \| \| sn\_cmdb\_gen\_ai.ownership\_evaluation\_health\_score\_thresholds \| The CMDB data governance agentic workflow determines the percentage of CIs in the specified class that have values for the Owned by setting. The process returns a score that depends on this property setting. For example, the default setting of `40,60,80` returns a score of `Poor` for less than 40%, `Average` for 60%-79%, and `Healthy` for 80% and above. \|
https://www.servicenow.com/docs/en-US/bundle/zurich-servicenow-platform/page/product/now-assist-cmdb/task/na-cmdb-agent-ci-summarizer.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-servicenow-platform/page/product/now-assist-cmdb/task/na-cmdb-agent-ci-summarizer.html	2025-08-11	daily	0.5	268.xml	en-US	zurich-servicenow-platform	product/now-assist-cmdb/task/na-cmdb-agent-ci-summarizer.html	zurich	Use the Now Assist CI summarization skill	View a concise summary of key CI data. You can select the CI on a CI form, in a workspace page, or on any list view. The summary can include discovery data, ownership, and key related items such as open	[]	[ "Extend ServiceNow AI Platform capabilities", "Configuration Management", "Configuration Management Database (CMDB)", "Now Assist for Configuration Management Database (CMDB)", "Using Now Assist for CMDB" ]	<article class="hascomments" data-page="bundle:zurich-servicenow-platform/enus/product/now-assist-cmdb/task/na-cmdb-agent-ci-summarizer.html" id="bundle:zurich-servicenow-platform/enus/product/now-assist-cmdb/task/na-cmdb-agent-ci-summarizer.html"><body id="na-cmdb-agent-ci-summarizer"><main role="main"><article role="article" class="dita" id="na-cmdb-agent-ci-summarizer" aria-labelledby="title_na-cmdb-agent-ci-summarizer"> <h1 class="title topictitle1" id="title_na-cmdb-agent-ci-summarizer">Use the <span class="ph">Now Assist</span> CI summarization skill</h1> <div class="body taskbody"><p class="shortdesc"><span class="ph">View a concise summary of key CI data. You can select the CI on a CI form, in a workspace page, or on any list view. The summary can include discovery data, ownership, and key related items such as open incidents, alerts, problems, upcoming change requests, and security vulnerabilities. Additionally, the summary lists the service instances that the CI is part of.</span></p> <section class="section prereq" id="na-cmdb-agent-ci-summarizer__task-prereq"><div class="tasklabel"><p class="sectiontitle tasklabel">Before you begin</p></div> <p class="p">Role required: sn_cmdb_user</p> </section> <section class="section context" id="na-cmdb-agent-ci-summarizer__context_ejp_pkx_jdc"><div class="tasklabel"><p class="sectiontitle tasklabel">About this task</p></div> <p class="p">This procedure describes how you can manually access the skill in <span class="ph">Core UI</span> or in the <span class="ph">CMDB</span> Workspace. In addition, any agentic workflow can use the skill.</p> </section> <section><div class="tasklabel"><p class="sectiontitle tasklabel">Procedure</p></div><ol class="ol steps"><li class="li step stepexpand"> <span class="ph cmd">Select a CI from the workspace or from any list view.</span> <div class="itemgroup info"> <p class="p">For example, select <span class="ph uicontrol">All</span> and enter <kbd class="ph userinput">cmdb_ci.list</kbd> in the search filter. Select a CI to open its CI form.</p> </div> </li><li class="li step stepexpand"> <span class="ph cmd">Select <span class="ph uicontrol">Summarize</span>.</span> <div class="itemgroup info"> <p class="p"><img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/product/now-assist-cmdb/task/../image/na-cmdb-summarize-button.png?_LANG=enus" class="image" id="na-cmdb-agent-ci-summarizer__image_de2_tjz_mdc" alt="Summarize button on the CI form."/></p> <p class="p"><span class="ph">Now Assist</span> generates and displays summary information for the CI, as in this example.</p> <p class="p"><img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/product/now-assist-cmdb/task/../image/na-cmdb-ci-summary-example.png?_LANG=enus" class="image" id="na-cmdb-agent-ci-summarizer__image_uzd_grt_rbc" alt="Summary information."/></p> </div> </li><li class="li step stepexpand">(Optional) <span class="ph cmd">Provide feedback, copy the summary text to the clipboard, or refresh the summary.</span> <div class="table-wrap"><table count-columns="2" border="1" frame="hsides" rules="rows" cellpadding="4" cellspacing="0" summary="" class="simpletable choicetable choicetableborder" id="na-cmdb-agent-ci-summarizer__choicetable_md1_nyf_xyb"><colgroup><col style="width:50%"/><col style="width:50%"/></colgroup><thead class="thead"><tr class="sthead chhead"><th scope="col" class="stentry choptionhd" style="vertical-align:bottom;text-align:left;">Option</th><th scope="col" class="stentry chdeschd" style="vertical-align:bottom;text-align:left;">Procedure</th></tr></thead><tbody><tr class="strow chrow"> <td style="vertical-align:top;" headers="d472000e133-option" id="d472000e146" class="stentry choption">Provide feedback for the summary</td> <td style="vertical-align:top;" class="stentry chdesc">If you think that the summary was helpful, select thumbs-up <img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/product/now-assist-cmdb/task/../../configuration-management/image/icon-thumbs-up.png?_LANG=enus" class="image icon" alt="thumbs up icon"/>. If you think that the summary wasn’t helpful, select thumbs-down <img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/product/now-assist-cmdb/task/../../configuration-management/image/icon-thumbs-down.png?_LANG=enus" class="image icon" alt="thumbs down icon"/>.<p class="p">This feedback improves the Agentic AI model and can help to improve the future versions of this skill. The system gathers the feedback on each generated summary and stores it in the Agentic AI logs (sys_generative_ai_log_list.do).</p></td> </tr><tr class="strow chrow"> <td style="vertical-align:top;" headers="d472000e133-option" id="d472000e169" class="stentry choption">Copy the summary</td> <td style="vertical-align:top;" class="stentry chdesc">Select the copy to clipboard icon <img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/product/now-assist-cmdb/task/../../configuration-management/image/icon-clipboard.png?_LANG=enus" class="image icon" alt="copy to clipboard icon"/> to use the summary information for another purpose, such as pasting into an email.</td> </tr><tr class="strow chrow"> <td style="vertical-align:top;" headers="d472000e133-option" id="d472000e184" class="stentry choption">Refresh the summary</td> <td style="vertical-align:top;" class="stentry chdesc">If you think that data might have changed after you viewed the summary, select the redo icon <img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/product/now-assist-cmdb/task/../../configuration-management/image/icon-redo.png?_LANG=enus" class="image icon" alt="redo icon"/> to refresh the summary information.</td> </tr></tbody></table></div> </li></ol></section> </div> </article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Extend ServiceNow AI Platform capabilities", "topic_id": "administer/general/concept/capabilities-bundle-landingpage.html" }, { "title": "Configuration Management", "topic_id": "administer/general/concept/manage-cmdb.html" }, { "title": "Configuration Management Database (CMDB)", "topic_id": "product/configuration-management/concept/c_ITILConfigurationManagement.html" }, { "title": "Now Assist for Configuration Management Database (CMDB)", "topic_id": "product/configuration-management/concept/now-assist-landing-cmdb.html" }, { "title": "Using Now Assist for CMDB", "topic_id": "product/configuration-management/concept/now-assist-cmdb-using.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform\">Zurich ServiceNow AI Platform Capabilities</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/administer/general/concept/capabilities-bundle-landingpage.html\">Extend ServiceNow AI Platform capabilities</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/administer/general/concept/manage-cmdb.html\">Configuration Management</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/product/configuration-management/concept/c_ITILConfigurationManagement.html\">Configuration Management Database (CMDB)</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/product/configuration-management/concept/now-assist-landing-cmdb.html\">Now Assist for Configuration Management Database (CMDB)</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/product/configuration-management/concept/now-assist-cmdb-using.html\">Using Now Assist for CMDB</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">Use the Now Assist CI summarization skill</span>", "bundle_id": "zurich-servicenow-platform", "bundle_key": 2740, "bundle_landing_page": "administer/general/concept/capabilities-bundle-landingpage.html", "bundle_subtitle": null, "bundle_title": "Zurich ServiceNow AI Platform Capabilities", "canonical_link": null, "dates": { "Added on": "2025-08-11T23:05:58.659594Z", "Created on": "2024-11-13T00:00:00Z", "Initial upload": "2025-07-30T22:27:37.216603Z", "Updated on": "2025-07-31T00:00:00Z" }, "dislike_url": "https://servicenow-be-prod.servicenow.com/dislike/55694281", "dislikes": 0, "es_archived_content": false, "is_in_fav": false, "is_liked": null, "is_watched": false, "keywords": [ " zurich zurich" ], "labels": [ { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "zurich", "navtitle": "Zurich", "outputclasses": [], "subjectHeadId": "versions", "subjectheadNavtitle": "Versions", "visibility": "show-facet" }, { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "PP000026", "navtitle": "Configuration Management", "outputclasses": [], "subjectHeadId": "products", "subjectheadNavtitle": "Products", "visibility": "show-facet" } ], "labels_text": "Versions > Zurich; Products > ServiceNow AI Platform > Now Platform Capabilities > Configuration Management", "like_url": "https://servicenow-be-prod.servicenow.com/like/55694281", "likes": 0, "metadata": { "AI Search": null, "AI Search Assist": null, "Application Insights": null, "Capabilities": null, "Code Signing": null, "Contextual Search": null, "DC.contributor": null, "DC.coverage": null, "DC.creator": "ServiceNow", "DC.date.created": "2024-11-13T08:47:40-08:00", "DC.date.modified": "2025-07-31", "DC.format": "HTML5", "DC.identifier": "na-cmdb-agent-ci-summarizer", "DC.language": null, "DC.relation": null, "DC.rights.owner": "(C) Copyright 2025", "DC.subject": null, "DC.type": "task", "Data Discovery": null, "Data Policy": null, "Data Privacy": null, "Discovery": null, "External Content for AI Search": null, "Field Administration": null, "Field Normalization": null, "Key Management Framework": null, "Localization Framework": null, "Now Platform": null, "PlatSec": null, "Platform": null, "Platform Administration": null, "Platform Performance": null, "Platform Privacy": null, "Proactive Triggers": null, "Process Optimization": null, "RN doc editing record number": null, "Search Administration": null, "Secrets Management": null, "ServiceNow AI Platform": null, "State Model": null, "Subscription Management": null, "Task Communications Management": null, "Timeline Visualizations": null, "User Administration": null, "User Experience Analytics": null, "Zing": null, "ai-now-assist": null, "app-name": null, "app_route": null, "azureapimanagemen": null, "change-completed": null, "change-item": null, "change-request-id": null, "change-request-reference": null, "com.glide.embedded_help.category": null, "component": null, "copyright": "(C) Copyright 2025", "crossroads": null, "data": null, "description": "View a concise summary of key CI data. 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You can select the CI on a CI form, in a workspace page, or on any list view. The summary can include discovery data, ownership, and key related items\n such as open incidents, alerts, problems, upcoming change requests, and security vulnerabilities. Additionally, the summary lists the service instances that the CI is part of.</span></p>\n <section class=\"section prereq\" id=\"na-cmdb-agent-ci-summarizer__task-prereq\"><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">Before you begin</p></div>\n <p class=\"p\">Role required: sn_cmdb_user</p>\n </section>\n <section class=\"section context\" id=\"na-cmdb-agent-ci-summarizer__context_ejp_pkx_jdc\"><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">About this task</p></div>\n \n \n <p class=\"p\">This procedure describes how you can manually access the skill in <span class=\"ph\">Core UI</span> or in the <span class=\"ph\">CMDB</span> Workspace. In addition, any agentic workflow can use the skill.</p>\n </section>\n <section><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">Procedure</p></div><ol class=\"ol steps\"><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select a CI from the workspace or from any list view.</span>\n <div class=\"itemgroup info\">\n <p class=\"p\">For example, select <span class=\"ph uicontrol\">All</span> and enter <kbd class=\"ph userinput\">cmdb_ci.list</kbd> in the search filter. Select a CI to open its CI form.</p>\n </div>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select <span class=\"ph uicontrol\">Summarize</span>.</span>\n <div class=\"itemgroup info\">\n <p class=\"p\"><img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/product/now-assist-cmdb/task/../image/na-cmdb-summarize-button.png?_LANG=enus\" class=\"image\" id=\"na-cmdb-agent-ci-summarizer__image_de2_tjz_mdc\" alt=\"Summarize button on the CI form.\"/></p>\n <p class=\"p\"><span class=\"ph\">Now Assist</span> generates and displays summary information for the CI, as in this example.</p>\n <p class=\"p\"><img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/product/now-assist-cmdb/task/../image/na-cmdb-ci-summary-example.png?_LANG=enus\" class=\"image\" id=\"na-cmdb-agent-ci-summarizer__image_uzd_grt_rbc\" alt=\"Summary information.\"/></p>\n \n </div>\n </li><li class=\"li step stepexpand\">(Optional) \n <span class=\"ph cmd\">Provide feedback, copy the summary text to the clipboard, or refresh the summary.</span>\n <div class=\"table-wrap\"><table count-columns=\"2\" border=\"1\" frame=\"hsides\" rules=\"rows\" cellpadding=\"4\" cellspacing=\"0\" summary=\"\" class=\"simpletable choicetable choicetableborder\" id=\"na-cmdb-agent-ci-summarizer__choicetable_md1_nyf_xyb\"><colgroup><col style=\"width:50%\"/><col style=\"width:50%\"/></colgroup><thead class=\"thead\"><tr class=\"sthead chhead\"><th scope=\"col\" class=\"stentry choptionhd\" style=\"vertical-align:bottom;text-align:left;\">Option</th><th scope=\"col\" class=\"stentry chdeschd\" style=\"vertical-align:bottom;text-align:left;\">Procedure</th></tr></thead><tbody><tr class=\"strow chrow\">\n <td style=\"vertical-align:top;\" headers=\"d472000e133-option\" id=\"d472000e146\" class=\"stentry choption\">Provide feedback for the summary</td>\n <td style=\"vertical-align:top;\" class=\"stentry chdesc\">If you think that the summary was helpful, select thumbs-up <img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/product/now-assist-cmdb/task/../../configuration-management/image/icon-thumbs-up.png?_LANG=enus\" class=\"image icon\" alt=\"thumbs up icon\"/>. If you think that the summary wasn’t helpful, select thumbs-down <img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/product/now-assist-cmdb/task/../../configuration-management/image/icon-thumbs-down.png?_LANG=enus\" class=\"image icon\" alt=\"thumbs down icon\"/>.<p class=\"p\">This feedback improves the Agentic AI model and can help to improve the future versions of this skill. The system gathers the feedback on each generated summary and stores it in the Agentic AI logs\n (sys_generative_ai_log_list.do).</p></td>\n </tr><tr class=\"strow chrow\">\n <td style=\"vertical-align:top;\" headers=\"d472000e133-option\" id=\"d472000e169\" class=\"stentry choption\">Copy the summary</td>\n <td style=\"vertical-align:top;\" class=\"stentry chdesc\">Select the copy to clipboard icon <img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/product/now-assist-cmdb/task/../../configuration-management/image/icon-clipboard.png?_LANG=enus\" class=\"image icon\" alt=\"copy to clipboard icon\"/> to use the summary information for another purpose, such as pasting into an email.</td>\n </tr><tr class=\"strow chrow\">\n <td style=\"vertical-align:top;\" headers=\"d472000e133-option\" id=\"d472000e184\" class=\"stentry choption\">Refresh the summary</td>\n <td style=\"vertical-align:top;\" class=\"stentry chdesc\">If you think that data might have changed after you viewed the summary, select the redo icon <img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/product/now-assist-cmdb/task/../../configuration-management/image/icon-redo.png?_LANG=enus\" class=\"image icon\" alt=\"redo icon\"/> to refresh the summary information.</td>\n </tr></tbody></table></div>\n </li></ol></section>\n </div>\n</article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Use the Now Assist CI summarization skill View a concise summary of key CI data. You can select the CI on a CI form, in a workspace page, or on any list view. The summary can include discovery data, ownership, and key related items such as open incidents, alerts, problems, upcoming change requests, and security vulnerabilities. Additionally, the summary lists the service instances that the CI is part of. ## Before you begin Role required: sn\_cmdb\_user ## About this task This procedure describes how you can manually access the skill in Core UI or in the CMDB Workspace. In addition, any agentic workflow can use the skill. ## Procedure 1. Select a CI from the workspace or from any list view. For example, select All and enter `cmdb_ci.list` in the search filter. Select a CI to open its CI form. 2. Select Summarize. Now Assist generates and displays summary information for the CI, as in this example. 3. (Optional) Provide feedback, copy the summary text to the clipboard, or refresh the summary. \| Option \| Procedure \| \| --- \| --- \| \| Provide feedback for the summary \| If you think that the summary was helpful, select thumbs-up . If you think that the summary wasn’t helpful, select thumbs-down . This feedback improves the Agentic AI model and can help to improve the future versions of this skill. The system gathers the feedback on each generated summary and stores it in the Agentic AI logs (sys\_generative\_ai\_log\_list.do). \| \| Copy the summary \| Select the copy to clipboard icon to use the summary information for another purpose, such as pasting into an email. \| \| Refresh the summary \| If you think that data might have changed after you viewed the summary, select the redo icon to refresh the summary information. \|	--- title: Use the Now Assist CI summarization skill description: View a concise summary of key CI data. You can select the CI on a CI form, in a workspace page, or on any list view. The summary can include discovery data, ownership, and key related items such as open keywords: [] breadcrumbs: - Extend ServiceNow AI Platform capabilities - Configuration Management - Configuration Management Database (CMDB) - Now Assist for Configuration Management Database (CMDB) - Using Now Assist for CMDB --- # Use the Now Assist CI summarization skill View a concise summary of key CI data. You can select the CI on a CI form, in a workspace page, or on any list view. The summary can include discovery data, ownership, and key related items such as open incidents, alerts, problems, upcoming change requests, and security vulnerabilities. Additionally, the summary lists the service instances that the CI is part of. ## Before you begin Role required: sn\_cmdb\_user ## About this task This procedure describes how you can manually access the skill in Core UI or in the CMDB Workspace. In addition, any agentic workflow can use the skill. ## Procedure 1. Select a CI from the workspace or from any list view. For example, select All and enter `cmdb_ci.list` in the search filter. Select a CI to open its CI form. 2. Select Summarize. Now Assist generates and displays summary information for the CI, as in this example. 3. (Optional) Provide feedback, copy the summary text to the clipboard, or refresh the summary. \| Option \| Procedure \| \| --- \| --- \| \| Provide feedback for the summary \| If you think that the summary was helpful, select thumbs-up . If you think that the summary wasn’t helpful, select thumbs-down . This feedback improves the Agentic AI model and can help to improve the future versions of this skill. The system gathers the feedback on each generated summary and stores it in the Agentic AI logs (sys\_generative\_ai\_log\_list.do). \| \| Copy the summary \| Select the copy to clipboard icon to use the summary information for another purpose, such as pasting into an email. \| \| Refresh the summary \| If you think that data might have changed after you viewed the summary, select the redo icon to refresh the summary information. \|
https://www.servicenow.com/docs/en-US/bundle/zurich-servicenow-platform/page/product/service-catalog-management/concept/now-assist-in-conversational-catalog-request.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-servicenow-platform/page/product/service-catalog-management/concept/now-assist-in-conversational-catalog-request.html	2025-08-11	daily	0.5	268.xml	en-US	zurich-servicenow-platform	product/service-catalog-management/concept/now-assist-in-conversational-catalog-request.html	zurich	Now Assist in Conversational Catalog Request	Speed up and provide a conversational and streamlined experience based on generative AI while submitting a catalog item request in Virtual Agent. Your organization can increase self-service and reduce operating costs.	[]	[ "Extend ServiceNow AI Platform capabilities", "Manage service capabilities", "Service Catalog" ]	<article class="hascomments" data-page="bundle:zurich-servicenow-platform/enus/product/service-catalog-management/concept/now-assist-in-conversational-catalog-request.html" id="bundle:zurich-servicenow-platform/enus/product/service-catalog-management/concept/now-assist-in-conversational-catalog-request.html"><body id="now-assist-in-conversational-catalog-request"><main role="main"><article role="article" class="dita" id="now-assist-in-conversational-catalog-request" aria-labelledby="title_now-assist-in-conversational-catalog-request"> <h1 class="title topictitle1" id="title_now-assist-in-conversational-catalog-request"><span class="ph">Now Assist</span> in Conversational Catalog Request</h1> <div class="body refbody"><p class="shortdesc">Speed up and provide a conversational and streamlined experience based on generative AI while submitting a catalog item request in <span class="ph">Virtual Agent</span>. Your organization can increase self-service and reduce operating costs.</p> <section class="section" id="now-assist-in-conversational-catalog-request__cf-app-landing-get-started"><h2 id="d450350e45" class="title sectiontitle">Get started</h2> <div class="table-wrap"><table count-columns="2" class="table nav-card presentation frame-none" id="now-assist-in-conversational-catalog-request__table_pwh_zfm_xfc" role="presentation"><caption></caption><colgroup><col style="width:50%"/><col style="width:50%"/></colgroup><tbody class="tbody"> <tr class="row"> <td class="entry"> <p class="p"><a data-bundleid="zurich-servicenow-platform" data-navpath="product/service-catalog-management/concept/using-catalog-conversational-experience.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/product/service-catalog-management/concept/using-catalog-conversational-experience.html" class="xref" title="ServiceNow Catalog Conversational Coverage provides a dashboard to view a high-level overview of the conversational and non-conversational catalog items."><span class="ph">Catalog Conversational Coverage</span><svg class="image svg decorative" id="now-assist-in-conversational-catalog-request__image_qwh_zfm_xfc" viewBox="0 0 64 64" title="" width="64" height="64"><title></title><defs></defs><path class="cls-1" style="fill:#62d84e;;" d="M44.16,17.68a1.52,1.52,0,0,0-1.71-.17L28.77,25.19a1.49,1.49,0,0,0-.33,2.37l.26.26a1.52,1.52,0,0,0,1.49.38A4.51,4.51,0,0,1,36,32.5a4.06,4.06,0,0,1-.22,1.37,1.51,1.51,0,0,0,.36,1.55l.14.14a1.52,1.52,0,0,0,1.06.44,1.73,1.73,0,0,0,.32,0A1.52,1.52,0,0,0,38.75,35l5.84-15.68A1.51,1.51,0,0,0,44.16,17.68Z"></path><path class="cls-1" style="fill:#62d84e;;" d="M34.3,37.18a1.52,1.52,0,0,0-1.49-.38A4.51,4.51,0,0,1,27,32.5a4.06,4.06,0,0,1,.22-1.37,1.51,1.51,0,0,0-.36-1.55l-.14-.14a1.5,1.5,0,0,0-2.47.54L18.41,45.66a1.5,1.5,0,0,0,1.41,2,1.45,1.45,0,0,0,.73-.19l13.68-7.68a1.49,1.49,0,0,0,.33-2.37Z"></path><path d="M62,31.08,56.8,29.35A25.54,25.54,0,0,0,34.65,7.2L32.92,2a1.49,1.49,0,0,0-2.84,0L28.35,7.2A25.54,25.54,0,0,0,6.2,29.35L1,31.08a1.49,1.49,0,0,0,0,2.84L6.2,35.65A25.54,25.54,0,0,0,28.35,57.8L30.08,63a1.49,1.49,0,0,0,2.84,0l1.73-5.17A25.54,25.54,0,0,0,56.8,35.65L62,33.92a1.49,1.49,0,0,0,0-2.84ZM31.5,55A22.5,22.5,0,1,1,54,32.5,22.52,22.52,0,0,1,31.5,55Zm0-15A7.5,7.5,0,1,1,39,32.5,7.5,7.5,0,0,1,31.5,40Zm0-12A4.5,4.5,0,1,0,36,32.5,4.51,4.51,0,0,0,31.5,28Z"></path><rect class="cls-2" style="fill:none;;" width="64" height="64"></rect></svg><span class="ph">Learn about conversational catalog request.</span></a></p> </td> <td class="entry"> <p class="p"><a data-bundleid="zurich-servicenow-platform" data-navpath="product/service-catalog-management/reference/conversational-coverage-overview-dashboard.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/product/service-catalog-management/reference/conversational-coverage-overview-dashboard.html" class="xref" title="The dashboard shows the information that you need in graphs and a table."><span class="ph">Conversational catalog overview dashboard</span><svg class="image svg decorative" id="now-assist-in-conversational-catalog-request__image_rwh_zfm_xfc" viewBox="0 0 64 64" title="" width="64" height="64"><title></title><defs></defs><path class="cls-1" style="fill:#62d84e;;" d="M61.67,47.43l-1.91-1a12,12,0,0,0-.36-2.89,11.61,11.61,0,0,0-1-2.64l1.2-1.74a2,2,0,0,0-.21-2.52L57.78,35a2,2,0,0,0-2.52-.3l-1.75,1.13A12.41,12.41,0,0,0,48,34.21l-.88-1.85a2,2,0,0,0-2.29-1.09l-2.26.57a2,2,0,0,0-1.51,2l.1,2.06A12.38,12.38,0,0,0,37,40l-2.07-.17a2,2,0,0,0-2.09,1.44l-.64,2.24a2,2,0,0,0,1,2.33l1.88,1a11.74,11.74,0,0,0,.36,2.79,11.89,11.89,0,0,0,1,2.72l-1.22,1.77a2,2,0,0,0,.21,2.52l1.61,1.68a2,2,0,0,0,2.52.29l1.84-1.18a12.31,12.31,0,0,0,5.4,1.54l.94,2A2,2,0,0,0,50.07,62l2.26-.57a2,2,0,0,0,1.51-2l-.1-2.19a12.35,12.35,0,0,0,4-3.9l2.17.17A2,2,0,0,0,62,52l.64-2.24A2,2,0,0,0,61.67,47.43ZM48.59,51.25a4.78,4.78,0,1,1,3.47-5.79A4.78,4.78,0,0,1,48.59,51.25Z"></path><path d="M20.06,31a8,8,0,1,1,8-8A8,8,0,0,1,20.06,31Zm0-13a5,5,0,1,0,5,5A5,5,0,0,0,20.06,18Zm3.43,25.5H16.63a1.5,1.5,0,0,1-1.47-1.21l-.74-3.73a16.74,16.74,0,0,1-5-2.89l-3.6,1.22A1.49,1.49,0,0,1,4,36.22L.6,30.28a1.49,1.49,0,0,1,.3-1.87l2.82-2.48a16.35,16.35,0,0,1-.28-3,15.63,15.63,0,0,1,.26-2.87L.9,17.6a1.52,1.52,0,0,1-.31-1.88L4,9.78A1.5,1.5,0,0,1,5.8,9.11l3.48,1.18a16.69,16.69,0,0,1,5.17-3l.71-3.57A1.5,1.5,0,0,1,16.63,2.5h6.86A1.49,1.49,0,0,1,25,3.71l.72,3.57a16.81,16.81,0,0,1,5.16,3l3.48-1.17a1.5,1.5,0,0,1,1.78.67l3.43,5.94a1.48,1.48,0,0,1-.31,1.87l-2.79,2.46a16.76,16.76,0,0,1,.26,2.88,16.16,16.16,0,0,1-.28,3l2.81,2.48a1.5,1.5,0,0,1,.31,1.88L36.1,36.22a1.49,1.49,0,0,1-1.78.67l-3.6-1.22a16.74,16.74,0,0,1-5,2.89L25,42.29A1.49,1.49,0,0,1,23.49,43.5Zm-5.63-3h4.4l.68-3.38A1.48,1.48,0,0,1,24,36a13.76,13.76,0,0,0,5.37-3.1,1.52,1.52,0,0,1,1.51-.33l3.26,1.1,2.2-3.81L33.77,27.6a1.5,1.5,0,0,1-.47-1.48,13.77,13.77,0,0,0,.39-3.19,13.91,13.91,0,0,0-.36-3.09,1.46,1.46,0,0,1,.47-1.46l2.52-2.23-2.2-3.81L31,13.41a1.48,1.48,0,0,1-1.51-.34A13.69,13.69,0,0,0,24,9.87a1.51,1.51,0,0,1-1-1.14L22.26,5.5h-4.4l-.64,3.23a1.5,1.5,0,0,1-1,1.14,13.77,13.77,0,0,0-5.5,3.2,1.49,1.49,0,0,1-1.52.34L6,12.35l-2.2,3.81,2.52,2.22a1.46,1.46,0,0,1,.47,1.46,13.91,13.91,0,0,0-.36,3.09,13.7,13.7,0,0,0,.39,3.19,1.5,1.5,0,0,1-.47,1.48L3.81,29.85,6,33.66l3.26-1.11a1.52,1.52,0,0,1,1.51.33A13.76,13.76,0,0,0,16.15,36a1.48,1.48,0,0,1,1,1.14Z"></path><rect class="cls-2" style="fill:none;;" width="64" height="64"></rect></svg><span class="ph">Learn about conversational catalog dashboard and how to view the dashboard.</span></a></p> </td> </tr> </tbody></table></div> <div class="p"> <div class="note important note_important"><span class="note__title">Important:</span> Some <span class="ph">Now Assist</span> products/features are currently unavailable for customers in the FedRAMP, NSC DOD IL5, or Australia IRAP-Protected data centers, self-hosted customers, or in other restricted environments. For more information, see the <a class="xref true-external" href="https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB0743854" target="_blank">KB0743854</a> article in the <span class="ph">Now Support</span> <span class="ph">Knowledge Base</span>. Please check for availability updates in future releases.</div> </div> <div class="p"> <div class="note important note_important"><span class="note__title">Important:</span> Some <span class="ph">Now Assist</span> products/features are currently available only for customers in some regions. Be sure to check for availability updates in future releases.</div> </div> </section> <section class="section legal-disclaimer" id="now-assist-in-conversational-catalog-request__section_u2h_jml_2bc"><h2 id="d450350e134" class="title sectiontitle">AI limitations</h2> <p class="p" id="now-assist-in-conversational-catalog-request__p_kv2_nfg_h1c">This application uses artificial intelligence (AI) and machine learning, which are rapidly evolving fields of study that generate predictions based on patterns in data. As a result, this application may not always produce accurate, complete, or appropriate information. Furthermore, there is no guarantee that this application has been fully trained or tested for your use case. To mitigate these issues, it is your responsibility to test and evaluate your use of this application for accuracy, harm, and appropriateness for your use case, employ human oversight of output, and refrain from relying solely on AI-generated outputs for decision-making purposes. This is especially important if you choose to deploy this application in areas with consequential impacts such as healthcare, finance, legal, employment, security, or infrastructure. You agree to abide by <a class="xref true-external" href="https://www.servicenow.com/ai-acceptable-use-policy.html" target="_blank">ServiceNow’s AI Acceptable Use Policy</a>, which may be updated by ServiceNow.</p> </section> <section class="section legal-disclaimer" id="now-assist-in-conversational-catalog-request__id_bwy_lml_2bc"><h2 id="d450350e150" class="title sectiontitle">Data processing</h2> <p class="p" id="now-assist-in-conversational-catalog-request__p_lv2_nfg_h1c">This application requires data to be transferred from <span class="ph">ServiceNow</span> customers' individual instances to a centralized <span class="ph">ServiceNow</span> environment, which may be located in a different data center region from the one where your instance is, and potentially to a third-party cloud provider, such as <span class="ph">Microsoft Azure</span>. This data is handled per <span class="ph">ServiceNow</span>'s internal policies and procedures, including our policies available through our <a class="xref true-external" href="https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB0564067" target="_blank">CORE Compliance Portal</a>.</p> </section> <section class="section legal-disclaimer" id="now-assist-in-conversational-catalog-request__id_fqp_nml_2bc"><h2 id="d450350e178" class="title sectiontitle">Data collection</h2> <p class="p" id="now-assist-in-conversational-catalog-request__p_jv2_nfg_h1c"><span class="ph">ServiceNow</span> collects and uses the inputs, outputs, and edits to outputs of this application to develop and improve <span class="ph">ServiceNow</span> technologies including <span class="ph">ServiceNow</span> models and AI products. Customers can opt out of future data collection at any time, as described in the <a data-bundleid="zurich-servicenow-platform" data-navpath="product/service-catalog-management/concept//csh" href="https://servicenow-be-prod.servicenow.com/csh?topicname=opt-out-of-data-sharing-for-now-assist&version=zurich&pubname=zurich-intelligent-experiences" class="xref"><span class="ph">Now Assist</span> Opt-Out page</a>.</p> </section> <section class="section" id="now-assist-in-conversational-catalog-request__cf-app-landing-get-help"><h2 id="d450350e207" class="title sectiontitle">Helpful resources</h2> <div class="p">Some <span class="ph">ServiceNow</span> resources that can provide you with helpful information are:<dl class="dl"> <dt class="dt dlterm"><svg class="image svg decorative icon" id="now-assist-in-conversational-catalog-request__image_community-dl" viewBox="0 0 770 749.11"> <defs> </defs> <g id="Community_d450350e220"> <g> <path class="cls-2" style="fill-rule: evenodd;;" d="M325.81,131.53c-37.87,8.59-72.5,25.33-102.09,48.25-27.29,21.13-66.55,16.14-87.68-11.15s-16.14-66.55,11.15-87.68C209.95,32.34,288.26,2.49,373.6.15c96.79-2.66,186.39,30.48,255.88,87.32,26.72,21.85,30.66,61.23,8.8,87.95s-61.23,30.66-87.95,8.81c-30.54-24.98-66.7-43.17-106.24-52.39,24.66,18.21,40.64,47.48,40.64,80.49,0,55.23-44.77,100-100,100s-100-44.77-100-100c0-33.19,16.17-62.61,41.07-80.8Z"></path> <path class="cls-1" style="fill: #62d84e; 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; fill-rule: evenodd;;" d="M113.5,113.5C183.62,43.37,280.49,0,387.5,0c214.01,0,387.5,173.49,387.5,387.5,0,107-43.37,203.88-113.5,274l-88.39-88.39c47.5-47.5,76.88-113.13,76.88-185.62,0-144.97-117.53-262.5-262.5-262.5-72.49,0-138.11,29.38-185.62,76.88l-88.39-88.39Z"></path> </g> </svg> <span class="ph">Impact</span></dt> <dd class="dd"><a class="xref true-external" href="http://impact.servicenow.com/" target="_blank">http://impact.servicenow.com</a></dd> <dt class="dt dlterm"><svg xmlns:xlink="http://www.w3.org/1999/xlink" class="image svg decorative icon" id="now-assist-in-conversational-catalog-request__image_learn-dl" viewBox="0 0 800 800"> <defs> <clipPath id="clippath_d450350e272"> <rect class="cls-1" style="fill: none;;" width="800" height="800"></rect> </clipPath> </defs> <g id="Learning_d450350e272"> <g class="cls-3" style="clip-path: url(#clippath_d450350e272);;;"> <g> <path d="M345.83,579.09c191,59.83,394.34-46.5,454.17-237.5L108.33,124.92c-59.83,191,46.5,394.34,237.5,454.17Z"></path> <path class="cls-2" style="fill: #62d84e;;" d="M362.61,362.52c200.15,0,362.4,162.26,362.4,362.41H.21c0-200.15,162.25-362.41,362.4-362.41Z"></path> <circle class="cls-2" style="fill: #62d84e;;" cx="637.48" cy="187.48" r="87.48"></circle> </g> </g> </g> </svg> <span class="ph">ServiceNow University</span></dt> <dd class="dd"><a class="xref true-external" href="https://nowlearning.servicenow.com/lxp/en/pages/servicenow" target="_blank">ServiceNow University</a></dd> <dt class="dt dlterm"><svg class="image svg decorative icon" id="now-assist-in-conversational-catalog-request__image_create-dl" viewBox="0 0 800 685.61"> <defs> </defs> <g id="Layer_10_d450350e288"> <path class="cls-1" style="fill: #62d84e; 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; fill: #62d84e;;" d="M550,250c-124.27,0-225,100.73-225,225v100c179.49,0,325-145.51,325-325h-100Z"></path> </g> </svg> <span class="ph">ServiceNow Store</span></dt> <dd class="dd"><a class="xref true-external" href="http://servicenow.com/" target="_blank">http://servicenow.com</a></dd> <dt class="dt dlterm"><svg class="image svg decorative icon" id="now-assist-in-conversational-catalog-request__image_support" viewBox="0 0 750 750"> <defs> </defs> <g id="Support_d450350e337"> <path class="cls-2" style="fill-rule: evenodd;;" d="M554.63,554.63l85.54,85.54c-67.86,67.86-161.61,109.84-265.16,109.84C167.89,750,0,582.11,0,375c0-103.56,41.97-197.3,109.84-265.17l85.54,85.54c-45.97,45.97-74.4,109.48-74.4,179.63,0,31.51,5.74,61.68,16.22,89.52,13.84-51.56,60.91-89.52,116.84-89.52,66.81,0,120.97,54.16,120.97,120.97,0,55.93-37.96,103-89.52,116.84,27.84,10.49,58.01,16.22,89.52,16.22,70.15,0,133.66-28.44,179.63-74.41Z"></path> <path class="cls-1" style="fill: #62d84e; ; fill-rule: evenodd;;" d="M375,0c-103.55,0-197.3,41.97-265.17,109.84l85.54,85.54c45.97-45.97,109.48-74.4,179.63-74.4,31.51,0,61.68,5.74,89.52,16.22-51.56,13.84-89.52,60.91-89.52,116.84,0,66.81,54.16,120.97,120.97,120.97,55.93,0,103-37.96,116.84-89.52,10.49,27.84,16.23,58.01,16.23,89.52,0,70.15-28.44,133.66-74.41,179.63l85.54,85.54c67.86-67.86,109.84-161.61,109.84-265.16C750,167.89,582.11,0,375,0Z"></path> </g> </svg> Support</dt> <dd class="dd"> <ul class="ul" id="now-assist-in-conversational-catalog-request__ul_hzv_5pq_xcc"> <li class="li"><a class="xref true-external" href="https://support.servicenow.com/now" target="_blank">https://support.servicenow.com/now</a></li> <li class="li"><a class="xref true-external" href="https://support.servicenow.com/kb?id=known_error_portal" target="_blank">Known Error Portal</a></li> </ul> </dd> </dl></div> </section> </div> <nav role="navigation"><dt class="ullinks"></dt><dd class="ullinks"><ul class="ullinks"><li class="link ulchildlink"><a data-bundleid="zurich-servicenow-platform" data-navpath="product/service-catalog-management/concept/using-catalog-conversational-experience.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/product/service-catalog-management/concept/using-catalog-conversational-experience.html">Catalog Conversational Coverage</a><p class="shortdesc"><span class="ph">ServiceNow®</span> Catalog Conversational Coverage provides a dashboard to view a high-level overview of the conversational and non-conversational catalog items.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-servicenow-platform" data-navpath="product/service-catalog-management/reference/conversational-coverage-overview-dashboard.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/product/service-catalog-management/reference/conversational-coverage-overview-dashboard.html">Conversational catalog overview dashboard</a><p class="shortdesc">The dashboard shows the information that you need in graphs and a table.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-servicenow-platform" data-navpath="product/service-catalog-management/reference/catalog-item-conv-details-page-overview.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/product/service-catalog-management/reference/catalog-item-conv-details-page-overview.html">Catalog item conversational details page overview</a><p class="shortdesc">View the details page for your catalog item. If your item is non-conversational, view why your catalog item isn’t conversational and review the suggestions to know what you can do to make the item conversational.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-servicenow-platform" data-navpath="product/service-catalog-management/task/view-conv-cov-view-dashboard-platform.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/product/service-catalog-management/task/view-conv-cov-view-dashboard-platform.html">View the conversational catalog overview dashboard using the ServiceNow AI Platform</a><p class="shortdesc">Use the <span class="ph">ServiceNow AI Platform</span> to view the dashboard that shows the catalog items that are conversational or non-conversational. Understand why catalog items aren't conversational, and explore the potential suggestions that might help make the items conversational.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-servicenow-platform" data-navpath="product/service-catalog-management/task/view-conversational-dashboard.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/product/service-catalog-management/task/view-conversational-dashboard.html">View the conversational catalog overview dashboard using Catalog Builder</a><p class="shortdesc">Use Catalog Builder to view the dashboard that shows the catalog items that are conversational or non-conversational. Understand why catalog items aren’t conversational, and explore the potential suggestions that might help make the items conversational.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-servicenow-platform" data-navpath="product/service-catalog-management/concept/request-topic-blocks-va-llm.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/product/service-catalog-management/concept/request-topic-blocks-va-llm.html">Service Catalog topic blocks in Virtual Agent powered by Now LLM</a><p class="shortdesc">You can design a topic conversation in <span class="ph">Virtual Agent</span> powered <span class="ph">Now LLM</span> by including reusable topic blocks to perform request submission tasks.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-servicenow-platform" data-navpath="product/service-catalog-management/concept/request-topic-blocks-va.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/product/service-catalog-management/concept/request-topic-blocks-va.html">Service Catalog topic blocks in Virtual Agent powered by NLU</a><p class="shortdesc">You can design a topic conversation in the <span class="ph">Virtual Agent</span> powered by <span class="ph">Natural Language Understanding</span> (<span class="ph">NLU</span>) by including reusable topic blocks to perform request submission tasks.</p></li></ul></dd></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Extend ServiceNow AI Platform capabilities", "topic_id": "administer/general/concept/capabilities-bundle-landingpage.html" }, { "title": "Manage service capabilities", "topic_id": "administer/general/concept/manage-services.html" }, { "title": "Service Catalog", "topic_id": "product/service-catalog-management/concept/service-catalog.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform\">Zurich ServiceNow AI Platform Capabilities</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/administer/general/concept/capabilities-bundle-landingpage.html\">Extend ServiceNow AI Platform capabilities</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/administer/general/concept/manage-services.html\">Manage service capabilities</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/product/service-catalog-management/concept/service-catalog.html\">Service Catalog</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">Now Assist in Conversational Catalog Request</span>", "bundle_id": "zurich-servicenow-platform", "bundle_key": 2740, "bundle_landing_page": "administer/general/concept/capabilities-bundle-landingpage.html", "bundle_subtitle": null, "bundle_title": "Zurich ServiceNow AI Platform Capabilities", "canonical_link": null, "dates": { "Added on": "2025-08-11T23:05:58.659594Z", "Created on": "2025-07-08T00:00:00Z", "Initial upload": "2025-07-30T22:27:37.216603Z", "Updated on": "2025-07-31T00:00:00Z" }, "dislike_url": "https://servicenow-be-prod.servicenow.com/dislike/55694634", "dislikes": 0, "es_archived_content": false, "is_in_fav": false, "is_liked": null, "is_watched": false, "keywords": [ " zurich zurich" ], "labels": [ { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "zurich", "navtitle": "Zurich", "outputclasses": [], "subjectHeadId": "versions", "subjectheadNavtitle": "Versions", "visibility": "show-facet" }, { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "platcap", "navtitle": "Now Platform Capabilities", "outputclasses": [], "subjectHeadId": "products", "subjectheadNavtitle": "Products", "visibility": "show-facet" } ], "labels_text": "Versions > Zurich; 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Your organization can increase self-service and reduce operating costs.", "dominant_bundle": null, "erp-canvas-video": null, "fsm-mobile": null, "fsm-route": null, "fsm-sched-opt": null, "fsm-wrk-order": null, "genai-round-7": null, "generator": "DITA-OT", "glossPartOfSpeech": null, "glossStatus": null, "guided setup": null, "guided tours": null, "keywords": null, "min-toc": null, "mini": null, "mini-to truec": null, "mini-toc": "yes", "mini_toc": null, "minitoc": null, "modification": null, "now-assist-app-gen-video": null, "order": null, "page-type": "landing-framework", "page-type ": null, "prodname": null, "product": null, "product_name": null, "release": null, "resourceID": null, "roles": null, "route_page": null, "route_params_listId": null, "route_params_table": null, "route_params_type": null, "route_type": null, "setconfigurationproperties": null, "topic": null, "translation-type": "source", "version": null, "workflow": "Platform", "workplace-srvc-delvry-ditamap": null }, "page_id": "product/service-catalog-management/concept/now-assist-in-conversational-catalog-request.html", "page_key": 55694634, "preprocessed_PDF": "https://downloads.docs.servicenow.com/pdf/enus/servicenow-zurich-servicenow-platform-enus.pdf", "rating": null, "read_time_data": { "char_count": 4947, "img_count": 0, "read_time": 3, "video_links": [ "" ], "word_count": 679 }, "related_links": [], "search_title": null, "title": "Now Assist in Conversational Catalog Request", "topic_cluster": { "clustered_by": { "enabled": true, "primary_key": "versions", "primary_sort": "top-down", "type": "subjecthead" }, "clustered_labels": [ "versions" ], "clustered_topics": [], "clustering_title": "Zurich" }, "topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-servicenow-platform/enus/product/service-catalog-management/concept/now-assist-in-conversational-catalog-request.html\" id=\"bundle:zurich-servicenow-platform/enus/product/service-catalog-management/concept/now-assist-in-conversational-catalog-request.html\"><body id=\"now-assist-in-conversational-catalog-request\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"now-assist-in-conversational-catalog-request\" aria-labelledby=\"title_now-assist-in-conversational-catalog-request\">\n <h1 class=\"title topictitle1\" id=\"title_now-assist-in-conversational-catalog-request\"><span class=\"ph\">Now Assist</span> in Conversational Catalog Request</h1>\n \n \n <div class=\"body refbody\"><p class=\"shortdesc\">Speed up and provide a conversational and streamlined experience based on generative AI while submitting a catalog item request in <span class=\"ph\">Virtual Agent</span>. Your organization can increase self-service and reduce operating costs.</p>\n <section class=\"section\" id=\"now-assist-in-conversational-catalog-request__cf-app-landing-get-started\"><h2 id=\"d450350e45\" class=\"title sectiontitle\">Get started</h2>\n \n <div class=\"table-wrap\"><table count-columns=\"2\" class=\"table nav-card presentation frame-none\" id=\"now-assist-in-conversational-catalog-request__table_pwh_zfm_xfc\" role=\"presentation\"><caption></caption><colgroup><col style=\"width:50%\"/><col style=\"width:50%\"/></colgroup><tbody class=\"tbody\">\n <tr class=\"row\">\n <td class=\"entry\">\n <p class=\"p\"><a data-bundleid=\"zurich-servicenow-platform\" data-navpath=\"product/service-catalog-management/concept/using-catalog-conversational-experience.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/product/service-catalog-management/concept/using-catalog-conversational-experience.html\" class=\"xref\" title=\"ServiceNow Catalog Conversational Coverage provides a dashboard to view a high-level overview of the conversational and non-conversational catalog items.\"><span class=\"ph\">Catalog Conversational Coverage</span><svg class=\"image svg decorative\" id=\"now-assist-in-conversational-catalog-request__image_qwh_zfm_xfc\" viewBox=\"0 0 64 64\" title=\"\" width=\"64\" height=\"64\"><title></title><defs></defs><path class=\"cls-1\" style=\"fill:#62d84e;;\" d=\"M44.16,17.68a1.52,1.52,0,0,0-1.71-.17L28.77,25.19a1.49,1.49,0,0,0-.33,2.37l.26.26a1.52,1.52,0,0,0,1.49.38A4.51,4.51,0,0,1,36,32.5a4.06,4.06,0,0,1-.22,1.37,1.51,1.51,0,0,0,.36,1.55l.14.14a1.52,1.52,0,0,0,1.06.44,1.73,1.73,0,0,0,.32,0A1.52,1.52,0,0,0,38.75,35l5.84-15.68A1.51,1.51,0,0,0,44.16,17.68Z\"></path><path class=\"cls-1\" style=\"fill:#62d84e;;\" d=\"M34.3,37.18a1.52,1.52,0,0,0-1.49-.38A4.51,4.51,0,0,1,27,32.5a4.06,4.06,0,0,1,.22-1.37,1.51,1.51,0,0,0-.36-1.55l-.14-.14a1.5,1.5,0,0,0-2.47.54L18.41,45.66a1.5,1.5,0,0,0,1.41,2,1.45,1.45,0,0,0,.73-.19l13.68-7.68a1.49,1.49,0,0,0,.33-2.37Z\"></path><path d=\"M62,31.08,56.8,29.35A25.54,25.54,0,0,0,34.65,7.2L32.92,2a1.49,1.49,0,0,0-2.84,0L28.35,7.2A25.54,25.54,0,0,0,6.2,29.35L1,31.08a1.49,1.49,0,0,0,0,2.84L6.2,35.65A25.54,25.54,0,0,0,28.35,57.8L30.08,63a1.49,1.49,0,0,0,2.84,0l1.73-5.17A25.54,25.54,0,0,0,56.8,35.65L62,33.92a1.49,1.49,0,0,0,0-2.84ZM31.5,55A22.5,22.5,0,1,1,54,32.5,22.52,22.52,0,0,1,31.5,55Zm0-15A7.5,7.5,0,1,1,39,32.5,7.5,7.5,0,0,1,31.5,40Zm0-12A4.5,4.5,0,1,0,36,32.5,4.51,4.51,0,0,0,31.5,28Z\"></path><rect class=\"cls-2\" style=\"fill:none;;\" width=\"64\" height=\"64\"></rect></svg><span class=\"ph\">Learn about conversational catalog request.</span></a></p>\n </td>\n <td class=\"entry\">\n <p class=\"p\"><a data-bundleid=\"zurich-servicenow-platform\" data-navpath=\"product/service-catalog-management/reference/conversational-coverage-overview-dashboard.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/product/service-catalog-management/reference/conversational-coverage-overview-dashboard.html\" class=\"xref\" title=\"The dashboard shows the information that you need in graphs and a table.\"><span class=\"ph\">Conversational catalog overview dashboard</span><svg class=\"image svg decorative\" id=\"now-assist-in-conversational-catalog-request__image_rwh_zfm_xfc\" viewBox=\"0 0 64 64\" title=\"\" width=\"64\" height=\"64\"><title></title><defs></defs><path class=\"cls-1\" style=\"fill:#62d84e;;\" d=\"M61.67,47.43l-1.91-1a12,12,0,0,0-.36-2.89,11.61,11.61,0,0,0-1-2.64l1.2-1.74a2,2,0,0,0-.21-2.52L57.78,35a2,2,0,0,0-2.52-.3l-1.75,1.13A12.41,12.41,0,0,0,48,34.21l-.88-1.85a2,2,0,0,0-2.29-1.09l-2.26.57a2,2,0,0,0-1.51,2l.1,2.06A12.38,12.38,0,0,0,37,40l-2.07-.17a2,2,0,0,0-2.09,1.44l-.64,2.24a2,2,0,0,0,1,2.33l1.88,1a11.74,11.74,0,0,0,.36,2.79,11.89,11.89,0,0,0,1,2.72l-1.22,1.77a2,2,0,0,0,.21,2.52l1.61,1.68a2,2,0,0,0,2.52.29l1.84-1.18a12.31,12.31,0,0,0,5.4,1.54l.94,2A2,2,0,0,0,50.07,62l2.26-.57a2,2,0,0,0,1.51-2l-.1-2.19a12.35,12.35,0,0,0,4-3.9l2.17.17A2,2,0,0,0,62,52l.64-2.24A2,2,0,0,0,61.67,47.43ZM48.59,51.25a4.78,4.78,0,1,1,3.47-5.79A4.78,4.78,0,0,1,48.59,51.25Z\"></path><path d=\"M20.06,31a8,8,0,1,1,8-8A8,8,0,0,1,20.06,31Zm0-13a5,5,0,1,0,5,5A5,5,0,0,0,20.06,18Zm3.43,25.5H16.63a1.5,1.5,0,0,1-1.47-1.21l-.74-3.73a16.74,16.74,0,0,1-5-2.89l-3.6,1.22A1.49,1.49,0,0,1,4,36.22L.6,30.28a1.49,1.49,0,0,1,.3-1.87l2.82-2.48a16.35,16.35,0,0,1-.28-3,15.63,15.63,0,0,1,.26-2.87L.9,17.6a1.52,1.52,0,0,1-.31-1.88L4,9.78A1.5,1.5,0,0,1,5.8,9.11l3.48,1.18a16.69,16.69,0,0,1,5.17-3l.71-3.57A1.5,1.5,0,0,1,16.63,2.5h6.86A1.49,1.49,0,0,1,25,3.71l.72,3.57a16.81,16.81,0,0,1,5.16,3l3.48-1.17a1.5,1.5,0,0,1,1.78.67l3.43,5.94a1.48,1.48,0,0,1-.31,1.87l-2.79,2.46a16.76,16.76,0,0,1,.26,2.88,16.16,16.16,0,0,1-.28,3l2.81,2.48a1.5,1.5,0,0,1,.31,1.88L36.1,36.22a1.49,1.49,0,0,1-1.78.67l-3.6-1.22a16.74,16.74,0,0,1-5,2.89L25,42.29A1.49,1.49,0,0,1,23.49,43.5Zm-5.63-3h4.4l.68-3.38A1.48,1.48,0,0,1,24,36a13.76,13.76,0,0,0,5.37-3.1,1.52,1.52,0,0,1,1.51-.33l3.26,1.1,2.2-3.81L33.77,27.6a1.5,1.5,0,0,1-.47-1.48,13.77,13.77,0,0,0,.39-3.19,13.91,13.91,0,0,0-.36-3.09,1.46,1.46,0,0,1,.47-1.46l2.52-2.23-2.2-3.81L31,13.41a1.48,1.48,0,0,1-1.51-.34A13.69,13.69,0,0,0,24,9.87a1.51,1.51,0,0,1-1-1.14L22.26,5.5h-4.4l-.64,3.23a1.5,1.5,0,0,1-1,1.14,13.77,13.77,0,0,0-5.5,3.2,1.49,1.49,0,0,1-1.52.34L6,12.35l-2.2,3.81,2.52,2.22a1.46,1.46,0,0,1,.47,1.46,13.91,13.91,0,0,0-.36,3.09,13.7,13.7,0,0,0,.39,3.19,1.5,1.5,0,0,1-.47,1.48L3.81,29.85,6,33.66l3.26-1.11a1.52,1.52,0,0,1,1.51.33A13.76,13.76,0,0,0,16.15,36a1.48,1.48,0,0,1,1,1.14Z\"></path><rect class=\"cls-2\" style=\"fill:none;;\" width=\"64\" height=\"64\"></rect></svg><span class=\"ph\">Learn about conversational catalog dashboard and how to view the dashboard.</span></a></p>\n </td>\n </tr>\n </tbody></table></div>\n \n <div class=\"p\">\n <div class=\"note important note_important\"><span class=\"note__title\">Important:</span> Some <span class=\"ph\">Now Assist</span> products/features are currently unavailable for customers in the FedRAMP, NSC DOD IL5, or Australia IRAP-Protected data centers, self-hosted customers, or in other restricted environments. For\n more information, see the <a class=\"xref true-external\" href=\"https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB0743854\" target=\"_blank\">KB0743854</a> article in the <span class=\"ph\">Now Support</span>\n <span class=\"ph\">Knowledge Base</span>. Please check for availability updates in future releases.</div>\n </div>\n <div class=\"p\">\n <div class=\"note important note_important\"><span class=\"note__title\">Important:</span> Some <span class=\"ph\">Now Assist</span> products/features are currently available only for customers in some regions. Be sure to check for availability updates in future releases.</div>\n </div>\n </section>\n <section class=\"section legal-disclaimer\" id=\"now-assist-in-conversational-catalog-request__section_u2h_jml_2bc\"><h2 id=\"d450350e134\" class=\"title sectiontitle\">AI limitations</h2>\n \n \n \n <p class=\"p\" id=\"now-assist-in-conversational-catalog-request__p_kv2_nfg_h1c\">This application uses artificial intelligence (AI) and machine learning, which are rapidly evolving fields of study that generate predictions based on patterns in data. As a result, this application may not\n always produce accurate, complete, or appropriate information. Furthermore, there is no guarantee that this application has been fully trained or tested for your use case. To mitigate these issues, it is your responsibility\n to test and evaluate your use of this application for accuracy, harm, and appropriateness for your use case, employ human oversight of output, and refrain from relying solely on AI-generated outputs for decision-making\n purposes. This is especially important if you choose to deploy this application in areas with consequential impacts such as healthcare, finance, legal, employment, security, or infrastructure. You agree to abide by <a class=\"xref true-external\" href=\"https://www.servicenow.com/ai-acceptable-use-policy.html\" target=\"_blank\">ServiceNow’s AI Acceptable Use Policy</a>, which may be updated by ServiceNow.</p>\n </section>\n <section class=\"section legal-disclaimer\" id=\"now-assist-in-conversational-catalog-request__id_bwy_lml_2bc\"><h2 id=\"d450350e150\" class=\"title sectiontitle\">Data processing</h2>\n \n \n \n <p class=\"p\" id=\"now-assist-in-conversational-catalog-request__p_lv2_nfg_h1c\">This application requires data to be transferred from <span class=\"ph\">ServiceNow</span> customers' individual instances to a centralized <span class=\"ph\">ServiceNow</span> environment, which may be located in a different data center region from the one where your instance is, and potentially to a third-party cloud provider, such as <span class=\"ph\">Microsoft Azure</span>. This data is handled per <span class=\"ph\">ServiceNow</span>'s internal policies and procedures, including our policies available through our <a class=\"xref true-external\" href=\"https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB0564067\" target=\"_blank\">CORE Compliance Portal</a>.</p>\n </section>\n <section class=\"section legal-disclaimer\" id=\"now-assist-in-conversational-catalog-request__id_fqp_nml_2bc\"><h2 id=\"d450350e178\" class=\"title sectiontitle\">Data collection</h2>\n \n \n \n \n <p class=\"p\" id=\"now-assist-in-conversational-catalog-request__p_jv2_nfg_h1c\"><span class=\"ph\">ServiceNow</span> collects and uses the inputs, outputs, and edits to outputs of this application to develop and improve <span class=\"ph\">ServiceNow</span> technologies including <span class=\"ph\">ServiceNow</span> models and AI products. Customers can opt out of future data collection at any time, as described in the <a data-bundleid=\"zurich-servicenow-platform\" data-navpath=\"product/service-catalog-management/concept//csh\" href=\"https://servicenow-be-prod.servicenow.com/csh?topicname=opt-out-of-data-sharing-for-now-assist&version=zurich&pubname=zurich-intelligent-experiences\" class=\"xref\"><span class=\"ph\">Now Assist</span> Opt-Out page</a>.</p>\n </section>\n <section class=\"section\" id=\"now-assist-in-conversational-catalog-request__cf-app-landing-get-help\"><h2 id=\"d450350e207\" class=\"title sectiontitle\">Helpful resources</h2>\n \n <div class=\"p\">Some <span class=\"ph\">ServiceNow</span> resources that can provide you with helpful information are:<dl class=\"dl\">\n \n <dt class=\"dt dlterm\"><svg class=\"image svg decorative icon\" id=\"now-assist-in-conversational-catalog-request__image_community-dl\" viewBox=\"0 0 770 749.11\">\n <defs>\n \n </defs>\n <g id=\"Community_d450350e220\">\n <g>\n <path class=\"cls-2\" style=\"fill-rule: evenodd;;\" d=\"M325.81,131.53c-37.87,8.59-72.5,25.33-102.09,48.25-27.29,21.13-66.55,16.14-87.68-11.15s-16.14-66.55,11.15-87.68C209.95,32.34,288.26,2.49,373.6.15c96.79-2.66,186.39,30.48,255.88,87.32,26.72,21.85,30.66,61.23,8.8,87.95s-61.23,30.66-87.95,8.81c-30.54-24.98-66.7-43.17-106.24-52.39,24.66,18.21,40.64,47.48,40.64,80.49,0,55.23-44.77,100-100,100s-100-44.77-100-100c0-33.19,16.17-62.61,41.07-80.8Z\"></path>\n <path class=\"cls-1\" style=\"fill: #62d84e; ; fill-rule: evenodd;;\" d=\"M573.93,562.32c-28.1,12.24-61.44,11.46-90.03-5.04-47.83-27.61-64.22-88.77-36.6-136.6s88.78-64.22,136.6-36.6c28.75,16.6,46.13,45.31,49.44,75.97,11.49-37.09,14.31-75.45,9.26-112.54-4.66-34.2,19.29-65.7,53.5-70.36,34.2-4.66,65.7,19.29,70.36,53.5,10.71,78.66-2.59,161.4-43.24,236.49-46.09,85.14-119.6,146.18-203.57,177.94-32.29,12.21-68.36-4.06-80.57-36.35-12.21-32.29,4.06-68.36,36.35-80.57,36.9-13.96,70.74-36.18,98.49-65.82Z\"></path>\n <path class=\"cls-2\" style=\"fill-rule: evenodd;;\" d=\"M195.08,562.11c26.37,28.5,58.19,50.12,92.83,64.29,31.95,13.07,47.25,49.56,34.19,81.51s-49.56,47.25-81.51,34.19c-73.48-30.06-138.48-82.95-183.19-155.69C6.71,503.92-9.39,409.75,5.09,321.15c5.57-34.07,37.7-57.17,71.76-51.6s57.17,37.7,51.6,71.76c-6.36,38.94-4.03,79.35,7.75,118.2,3.45-30.46,20.8-58.94,49.38-75.44,47.83-27.61,108.99-11.23,136.6,36.6,27.61,47.83,11.23,108.99-36.6,136.6-28.75,16.6-62.31,17.3-90.51,4.83Z\"></path>\n </g>\n </g>\n</svg><span class=\"ph\">ServiceNow Community</span></dt>\n <dd class=\"dd\"><a class=\"xref true-external\" href=\"https://community.servicenow.com/community\" target=\"_blank\">ServiceNow Community</a></dd>\n \n \n <dt class=\"dt dlterm\"><svg class=\"image svg decorative icon\" id=\"now-assist-in-conversational-catalog-request__image_success-dl\" viewBox=\"0 0 800 685.61\">\n <defs>\n \n </defs>\n <g id=\"Layer_10_d450350e234\">\n <path class=\"cls-1\" style=\"fill: #62d84e; 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If your item is non-conversational, view why your catalog item isn’t conversational and review the suggestions to know what you can do to make the item conversational.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-servicenow-platform\" data-navpath=\"product/service-catalog-management/task/view-conv-cov-view-dashboard-platform.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/product/service-catalog-management/task/view-conv-cov-view-dashboard-platform.html\">View the conversational catalog overview dashboard using the ServiceNow AI Platform</a><p class=\"shortdesc\">Use the <span class=\"ph\">ServiceNow AI Platform</span> to view the dashboard that shows the catalog items that are conversational or non-conversational. Understand why catalog items aren't conversational, and explore the potential suggestions that might help make the items conversational.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-servicenow-platform\" data-navpath=\"product/service-catalog-management/task/view-conversational-dashboard.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/product/service-catalog-management/task/view-conversational-dashboard.html\">View the conversational catalog overview dashboard using Catalog Builder</a><p class=\"shortdesc\">Use Catalog Builder to view the dashboard that shows the catalog items that are conversational or non-conversational. Understand why catalog items aren’t conversational, and explore the potential suggestions that might help make the items conversational.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-servicenow-platform\" data-navpath=\"product/service-catalog-management/concept/request-topic-blocks-va-llm.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/product/service-catalog-management/concept/request-topic-blocks-va-llm.html\">Service Catalog topic blocks in Virtual Agent powered by Now LLM</a><p class=\"shortdesc\">You can design a topic conversation in <span class=\"ph\">Virtual Agent</span> powered <span class=\"ph\">Now LLM</span> by including reusable topic blocks to perform request submission tasks.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-servicenow-platform\" data-navpath=\"product/service-catalog-management/concept/request-topic-blocks-va.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/product/service-catalog-management/concept/request-topic-blocks-va.html\">Service Catalog topic blocks in Virtual Agent powered by NLU</a><p class=\"shortdesc\">You can design a topic conversation in the <span class=\"ph\">Virtual Agent</span> powered by <span class=\"ph\">Natural Language Understanding</span> (<span class=\"ph\">NLU</span>) by including reusable topic blocks to perform request submission tasks.</p></li></ul></dd></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Now Assist in Conversational Catalog Request Speed up and provide a conversational and streamlined experience based on generative AI while submitting a catalog item request in Virtual Agent. Your organization can increase self-service and reduce operating costs. ## Get started \| Catalog Conversational CoverageLearn about conversational catalog request. \| Conversational catalog overview dashboardLearn about conversational catalog dashboard and how to view the dashboard. \| \| --- \| --- \| Important: Some Now Assist products/features are currently unavailable for customers in the FedRAMP, NSC DOD IL5, or Australia IRAP-Protected data centers, self-hosted customers, or in other restricted environments. For more information, see the KB0743854 article in the Now Support Knowledge Base. Please check for availability updates in future releases. Important: Some Now Assist products/features are currently available only for customers in some regions. Be sure to check for availability updates in future releases. ## AI limitations This application uses artificial intelligence (AI) and machine learning, which are rapidly evolving fields of study that generate predictions based on patterns in data. As a result, this application may not always produce accurate, complete, or appropriate information. Furthermore, there is no guarantee that this application has been fully trained or tested for your use case. To mitigate these issues, it is your responsibility to test and evaluate your use of this application for accuracy, harm, and appropriateness for your use case, employ human oversight of output, and refrain from relying solely on AI-generated outputs for decision-making purposes. This is especially important if you choose to deploy this application in areas with consequential impacts such as healthcare, finance, legal, employment, security, or infrastructure. You agree to abide by ServiceNow’s AI Acceptable Use Policy, which may be updated by ServiceNow. ## Data processing This application requires data to be transferred from ServiceNow customers' individual instances to a centralized ServiceNow environment, which may be located in a different data center region from the one where your instance is, and potentially to a third-party cloud provider, such as Microsoft Azure. This data is handled per ServiceNow's internal policies and procedures, including our policies available through our CORE Compliance Portal. ## Data collection ServiceNow collects and uses the inputs, outputs, and edits to outputs of this application to develop and improve ServiceNow technologies including ServiceNow models and AI products. Customers can opt out of future data collection at any time, as described in the Now Assist Opt-Out page. ## Helpful resources Some ServiceNow resources that can provide you with helpful information are: #### ServiceNow Community ServiceNow Community #### Customer Success Center Customer Success Center #### Developer developer.servicenow.com #### Impact http://impact.servicenow.com #### ServiceNow University ServiceNow University #### NowCreate Now Create #### Partner https://www.servicenow.com/partners.html #### ServiceNow http://servicenow.com #### ServiceNow Store http://servicenow.com #### Support * https://support.servicenow.com/now * Known Error Portal	--- title: Now Assist in Conversational Catalog Request description: Speed up and provide a conversational and streamlined experience based on generative AI while submitting a catalog item request in Virtual Agent. Your organization can increase self-service and reduce operating costs. keywords: [] breadcrumbs: - Extend ServiceNow AI Platform capabilities - Manage service capabilities - Service Catalog --- # Now Assist in Conversational Catalog Request Speed up and provide a conversational and streamlined experience based on generative AI while submitting a catalog item request in Virtual Agent. Your organization can increase self-service and reduce operating costs. ## Get started \| Catalog Conversational CoverageLearn about conversational catalog request. \| Conversational catalog overview dashboardLearn about conversational catalog dashboard and how to view the dashboard. \| \| --- \| --- \| Important: Some Now Assist products/features are currently unavailable for customers in the FedRAMP, NSC DOD IL5, or Australia IRAP-Protected data centers, self-hosted customers, or in other restricted environments. For more information, see the KB0743854 article in the Now Support Knowledge Base. Please check for availability updates in future releases. Important: Some Now Assist products/features are currently available only for customers in some regions. Be sure to check for availability updates in future releases. ## AI limitations This application uses artificial intelligence (AI) and machine learning, which are rapidly evolving fields of study that generate predictions based on patterns in data. As a result, this application may not always produce accurate, complete, or appropriate information. Furthermore, there is no guarantee that this application has been fully trained or tested for your use case. To mitigate these issues, it is your responsibility to test and evaluate your use of this application for accuracy, harm, and appropriateness for your use case, employ human oversight of output, and refrain from relying solely on AI-generated outputs for decision-making purposes. This is especially important if you choose to deploy this application in areas with consequential impacts such as healthcare, finance, legal, employment, security, or infrastructure. You agree to abide by ServiceNow’s AI Acceptable Use Policy, which may be updated by ServiceNow. ## Data processing This application requires data to be transferred from ServiceNow customers' individual instances to a centralized ServiceNow environment, which may be located in a different data center region from the one where your instance is, and potentially to a third-party cloud provider, such as Microsoft Azure. This data is handled per ServiceNow's internal policies and procedures, including our policies available through our CORE Compliance Portal. ## Data collection ServiceNow collects and uses the inputs, outputs, and edits to outputs of this application to develop and improve ServiceNow technologies including ServiceNow models and AI products. Customers can opt out of future data collection at any time, as described in the Now Assist Opt-Out page. ## Helpful resources Some ServiceNow resources that can provide you with helpful information are: #### ServiceNow Community ServiceNow Community #### Customer Success Center Customer Success Center #### Developer developer.servicenow.com #### Impact http://impact.servicenow.com #### ServiceNow University ServiceNow University #### NowCreate Now Create #### Partner https://www.servicenow.com/partners.html #### ServiceNow http://servicenow.com #### ServiceNow Store http://servicenow.com #### Support * https://support.servicenow.com/now * Known Error Portal
https://www.servicenow.com/docs/en-US/bundle/zurich-servicenow-platform/page/product/service-catalog-management/concept/stpage-req-item.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-servicenow-platform/page/product/service-catalog-management/concept/stpage-req-item.html	2025-08-11	daily	0.5	268.xml	en-US	zurich-servicenow-platform	product/service-catalog-management/concept/stpage-req-item.html	zurich	Standard ticket page for a requested item	To display the related information, you can configure the standard ticket page for requested items on the various portals. This configuration verifies a consistent experience when viewing submitted requests in portals.	[]	[ "Extend ServiceNow AI Platform capabilities", "Manage service capabilities", "Service Catalog", "Integrating Service Catalog" ]	<article class="hascomments" data-page="bundle:zurich-servicenow-platform/enus/product/service-catalog-management/concept/stpage-req-item.html" id="bundle:zurich-servicenow-platform/enus/product/service-catalog-management/concept/stpage-req-item.html"><body id="stpage-req-item"><main role="main"><article role="article" class="dita" id="stpage-req-item" aria-labelledby="title_stpage-req-item"> <h1 class="title topictitle1" id="title_stpage-req-item">Standard ticket page for a requested item</h1> <div class="body conbody"><p class="shortdesc">To display the related information, you can configure the standard ticket page for requested items on the various portals. This configuration verifies a consistent experience when viewing submitted requests in portals.</p> <p class="p">For example, in <span class="ph">Service Portal</span>, you can access the ticket page for a requested item using the Requests option from the main menu header.</p> </div> <nav role="navigation"></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Extend ServiceNow AI Platform capabilities", "topic_id": "administer/general/concept/capabilities-bundle-landingpage.html" }, { "title": "Manage service capabilities", "topic_id": "administer/general/concept/manage-services.html" }, { "title": "Service Catalog", "topic_id": "product/service-catalog-management/concept/service-catalog.html" }, { "title": "Integrating Service Catalog", "topic_id": "product/service-catalog-management/concept/integrating-service-catalog.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform\">Zurich ServiceNow AI Platform Capabilities</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/administer/general/concept/capabilities-bundle-landingpage.html\">Extend ServiceNow AI Platform capabilities</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/administer/general/concept/manage-services.html\">Manage service capabilities</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/product/service-catalog-management/concept/service-catalog.html\">Service Catalog</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/product/service-catalog-management/concept/integrating-service-catalog.html\">Integrating Service Catalog</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">Standard ticket page for a requested item</span>", "bundle_id": "zurich-servicenow-platform", "bundle_key": 2740, "bundle_landing_page": "administer/general/concept/capabilities-bundle-landingpage.html", "bundle_subtitle": null, "bundle_title": "Zurich ServiceNow AI Platform Capabilities", "canonical_link": null, "dates": { "Added on": "2025-08-11T23:05:58.659594Z", "Created on": "2023-08-03T00:00:00Z", "Initial upload": "2025-07-30T22:27:37.216603Z", "Updated on": "2025-07-31T00:00:00Z" }, "dislike_url": "https://servicenow-be-prod.servicenow.com/dislike/55694657", "dislikes": 0, "es_archived_content": false, "is_in_fav": false, "is_liked": null, "is_watched": false, "keywords": [ " zurich zurich" ], "labels": [ { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "zurich", "navtitle": "Zurich", "outputclasses": [], "subjectHeadId": "versions", "subjectheadNavtitle": "Versions", "visibility": "show-facet" }, { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "platcap", "navtitle": "Now Platform Capabilities", "outputclasses": [], "subjectHeadId": "products", "subjectheadNavtitle": "Products", "visibility": "show-facet" } ], "labels_text": "Versions > Zurich; 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This configuration verifies a consistent experience when viewing submitted requests in\n portals.</p>\n <p class=\"p\">For example, in <span class=\"ph\">Service Portal</span>, you can access the ticket page for a requested item using the Requests option from the main menu header.</p>\n \n </div>\n<nav role=\"navigation\"></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Standard ticket page for a requested item To display the related information, you can configure the standard ticket page for requested items on the various portals. This configuration verifies a consistent experience when viewing submitted requests in portals. For example, in Service Portal, you can access the ticket page for a requested item using the Requests option from the main menu header.	--- title: Standard ticket page for a requested item description: To display the related information, you can configure the standard ticket page for requested items on the various portals. This configuration verifies a consistent experience when viewing submitted requests in portals. keywords: [] breadcrumbs: - Extend ServiceNow AI Platform capabilities - Manage service capabilities - Service Catalog - Integrating Service Catalog --- # Standard ticket page for a requested item To display the related information, you can configure the standard ticket page for requested items on the various portals. This configuration verifies a consistent experience when viewing submitted requests in portals. For example, in Service Portal, you can access the ticket page for a requested item using the Requests option from the main menu header.
https://www.servicenow.com/docs/en-US/bundle/zurich-servicenow-platform/page/product/service-catalog-management/reference/r_ServiceCatalogManagementTermsandRoles.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-servicenow-platform/page/product/service-catalog-management/reference/r_ServiceCatalogManagementTermsandRoles.html	2025-08-11	daily	0.5	268.xml	en-US	zurich-servicenow-platform	product/service-catalog-management/reference/r_ServiceCatalogManagementTermsandRoles.html	zurich	Service Catalog terms and roles	The Service Catalog application uses these roles to manage different aspects of the application.	[ "Service Catalog", "roles", "terms" ]	[ "Extend ServiceNow AI Platform capabilities", "Manage service capabilities", "Service Catalog", "Service Catalog Reference" ]	<article class="hascomments" data-page="bundle:zurich-servicenow-platform/enus/product/service-catalog-management/reference/r_ServiceCatalogManagementTermsandRoles.html" id="bundle:zurich-servicenow-platform/enus/product/service-catalog-management/reference/r_ServiceCatalogManagementTermsandRoles.html"><body><main role="main"><article role="article" class="dita" aria-labelledby="title_r_ServiceCatalogManagementTermsandRoles"><article class="nested0" aria-labelledby="title_r_ServiceCatalogManagementTermsandRoles" id="r_ServiceCatalogManagementTermsandRoles"> <h1 class="title topictitle1" id="title_r_ServiceCatalogManagementTermsandRoles"><span class="ph">Service Catalog</span> terms and roles</h1> <div class="body refbody"><p class="shortdesc">The <span class="ph">Service Catalog</span> application uses these roles to manage different aspects of the application.</p> <section class="section" id="r_ServiceCatalogManagementTermsandRoles__section_zvl_hgj_n1b"><h2 id="d250623e64" class="title sectiontitle"><span class="ph">Service Catalog</span> terms</h2> <div class="p"><dl class="dl"> <dt class="dt dlterm">Execution Plans</dt> <dd class="dd">Define how something gets delivered. For example, a PDA could go through procurement / activation / and installation of the desktop software.</dd> <dt class="dt dlterm">Execution Plan Tasks</dt> <dd class="dd">Plan Tasks represent a step in the Execution Plan, are associated with a Fulfillment Group, and have an approximate duration.</dd> <dt class="dt dlterm">Fulfillment Groups</dt> <dd class="dd">Fulfillment Groups work execution tasks. For example, one group can activate a cell phone while a different group installs the desktop software.</dd> <dt class="dt dlterm">Tickets</dt> <dd class="dd">Tickets represent work done by Fulfillment Groups as part of an Execution Plan.</dd> </dl></div> </section> </div> <nav role="navigation"></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"></nav><article class="topic reference nested1" aria-labelledby="title_service-catalog-roles-1" id="service-catalog-roles-1"> <h2 class="title topictitle2" id="title_service-catalog-roles-1">Administrator [admin]</h2> <div class="body refbody"><p class="shortdesc">Can manage all aspects of the <span class="ph">Service Catalog</span> application, including scripting functions such as creating UI macros or business rules.</p> <section class="section" id="service-catalog-roles-1__section-feature-role-contains-roles"><h3 id="d250623e162" class="title sectiontitle">Contains Roles</h3> <p class="p">List of roles contained within the role.</p> <p class="p">None.</p> </section> <section class="section" id="service-catalog-roles-1__section-feature-role-groups"><h3 id="d250623e174" class="title sectiontitle">Groups</h3> <p class="p">List of groups this role is assigned to by default.</p> <p class="p">None.</p> </section> <section class="section" id="service-catalog-roles-1__section-feature-role-considerations"><h3 id="d250623e186" class="title sectiontitle">Special considerations</h3> <div class="p"><div class="note note note_note"><span class="note__title">Note:</span> Avoid granting an admin role when more specialized roles are available.</div></div> </section> </div> </article><article class="topic reference nested1" aria-labelledby="title_service-catalog-roles-2" id="service-catalog-roles-2"> <h2 class="title topictitle2" id="title_service-catalog-roles-2">Catalog administrator [catalog_admin]</h2> <div class="body refbody"><p class="shortdesc">Can manage the <span class="ph">Service Catalog</span> application, including catalogs, categories, and items, but not including scripting functions available to administrators.</p> <section class="section" id="service-catalog-roles-2__section-feature-role-contains-roles"><h3 id="d250623e235" class="title sectiontitle">Contains Roles</h3> <p class="p">List of roles contained within the role.</p> <p class="p">None.</p> </section> <section class="section" id="service-catalog-roles-2__section-feature-role-groups"><h3 id="d250623e247" class="title sectiontitle">Groups</h3> <p class="p">List of groups this role is assigned to by default.</p> <p class="p">None.</p> </section> <section class="section" id="service-catalog-roles-2__section-feature-role-considerations"><h3 id="d250623e259" class="title sectiontitle">Special considerations</h3> <div class="p"><div class="note note note_note"><span class="note__title">Note:</span> Avoid granting an admin role when more specialized roles are available.</div></div> </section> </div> </article><article class="topic reference nested1" aria-labelledby="title_service-catalog-roles-3" id="service-catalog-roles-3"> <h2 class="title topictitle2" id="title_service-catalog-roles-3">Catalog manager [catalog_manager]</h2> <div class="body refbody"><p class="shortdesc">Can edit and update a service catalog, as well as the categories and catalog items within the catalog. The manager can assign editors and also a different manager for the service catalog. You can perform these actions only on catalogs for which you are assigned as the manager.</p> <section class="section" id="service-catalog-roles-3__section-feature-role-contains-roles"><h3 id="d250623e306" class="title sectiontitle">Contains Roles</h3> <p class="p">List of roles contained within the role.</p> <p class="p">None.</p> </section> <section class="section" id="service-catalog-roles-3__section-feature-role-groups"><h3 id="d250623e318" class="title sectiontitle">Groups</h3> <p class="p">List of groups this role is assigned to by default.</p> <p class="p">None.</p> </section> <section class="section" id="service-catalog-roles-3__section-feature-role-considerations"><h3 id="d250623e330" class="title sectiontitle">Special considerations</h3> <p class="p">None.</p> </section> </div> </article><article class="topic reference nested1" aria-labelledby="title_service-catalog-roles-4" id="service-catalog-roles-4"> <h2 class="title topictitle2" id="title_service-catalog-roles-4">Catalog editor [catalog_editor]</h2> <div class="body refbody"><p class="shortdesc">Can edit and update a service catalog, as well as categories and catalog items within the catalog. The editor can assign other editors, but cannot change the catalog manager. You can perform these actions only on catalogs for which you are assigned as the editor.</p> <section class="section" id="service-catalog-roles-4__section-feature-role-contains-roles"><h3 id="d250623e375" class="title sectiontitle">Contains Roles</h3> <p class="p">List of roles contained within the role.</p> <p class="p">None.</p> </section> <section class="section" id="service-catalog-roles-4__section-feature-role-groups"><h3 id="d250623e387" class="title sectiontitle">Groups</h3> <p class="p">List of groups this role is assigned to by default.</p> <p class="p">None.</p> </section> <section class="section" id="service-catalog-roles-4__section-feature-role-considerations"><h3 id="d250623e399" class="title sectiontitle">Special considerations</h3> <p class="p">None.</p> </section> </div> </article><article class="topic reference nested1" aria-labelledby="title_catalog-builder-developer" id="catalog-builder-developer"> <h2 class="title topictitle2" id="title_catalog-builder-developer">Catalog builder developer [catalog_builder_developer]</h2> <div class="body refbody"><p class="shortdesc">Can create and maintain advanced catalog items in <span class="ph">Catalog Builder</span> such that they can create, edit, or delete client scripts in <span class="ph">Catalog Builder</span>.</p> <section class="section" id="catalog-builder-developer__section-feature-role-contains-roles"><h3 id="d250623e453" class="title sectiontitle">Contains Roles</h3> <p class="p">List of roles contained within the role.</p> <p class="p"><span class="ph">catalog_builder_editor</span></p> </section> <section class="section" id="catalog-builder-developer__section-feature-role-groups"><h3 id="d250623e466" class="title sectiontitle">Groups</h3> <p class="p">A list of groups this role is assigned to by default.</p> <p class="p">None.</p> </section> <section class="section" id="catalog-builder-developer__section-feature-role-considerations"><h3 id="d250623e478" class="title sectiontitle">Special considerations</h3> <div class="p">The catalog builder developer can do everything that a catalog builder editor can do. But additionally, the catalog builder developer has access to other advanced features, such that a person with this role can add or edit the following in <span class="ph">Catalog Builder</span>:<ul class="ul" id="catalog-builder-developer__ul_uqq_qj1_1gc"> <li class="li">Dynamic and advanced reference qualifiers in the Additional details tab of a question</li> <li class="li">Variable attributes</li> <li class="li">Scriptable default values</li> <li class="li">Availability sections</li> <li class="li">Catalog client scripts</li> </ul></div> <p class="p">Also, the catalog builder developer can create a new catalog item without using a template. This behavior is managed by the <span class="keyword parmname"> glide.sc.builder.allow_create_from_scratch</span> property, which is enabled by default. If the property is turned off, the catalog builder developer must use a template to create a new catalog item.</p> </section> </div> </article><article class="topic reference nested1" aria-labelledby="title_service-catalog-roles-5" id="service-catalog-roles-5"> <h2 class="title topictitle2" id="title_service-catalog-roles-5">Catalog builder editor [catalog_builder_editor]</h2> <div class="body refbody"><p class="shortdesc">Can create and maintain items in the catalog builder using the templates that the user has access to.</p> <section class="section" id="service-catalog-roles-5__section-feature-role-contains-roles"><h3 id="d250623e549" class="title sectiontitle">Contains Roles</h3> <p class="p">List of roles contained within the role.</p> <p class="p">None.</p> </section> <section class="section" id="service-catalog-roles-5__section-feature-role-groups"><h3 id="d250623e561" class="title sectiontitle">Groups</h3> <p class="p">List of groups this role is assigned to by default.</p> <p class="p">None.</p> </section> <section class="section" id="service-catalog-roles-5__section-feature-role-considerations"><h3 id="d250623e573" class="title sectiontitle">Special considerations</h3> <p class="p">None.</p> </section> </div> </article></article></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Extend ServiceNow AI Platform capabilities", "topic_id": "administer/general/concept/capabilities-bundle-landingpage.html" }, { "title": "Manage service capabilities", "topic_id": "administer/general/concept/manage-services.html" }, { "title": "Service Catalog", "topic_id": "product/service-catalog-management/concept/service-catalog.html" }, { "title": "Service Catalog Reference", "topic_id": "product/service-catalog-management/concept/service-catalog-reference.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform\">Zurich ServiceNow AI Platform Capabilities</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/administer/general/concept/capabilities-bundle-landingpage.html\">Extend ServiceNow AI Platform capabilities</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/administer/general/concept/manage-services.html\">Manage service capabilities</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/product/service-catalog-management/concept/service-catalog.html\">Service Catalog</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/product/service-catalog-management/concept/service-catalog-reference.html\">Service Catalog Reference</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">Service Catalog terms and roles</span>", "bundle_id": "zurich-servicenow-platform", "bundle_key": 2740, "bundle_landing_page": "administer/general/concept/capabilities-bundle-landingpage.html", "bundle_subtitle": null, "bundle_title": "Zurich ServiceNow AI Platform Capabilities", "canonical_link": null, "dates": { "Added on": "2025-08-11T23:05:58.659594Z", "Created on": "2023-07-25T00:00:00Z", "Initial upload": "2025-07-30T22:27:37.216603Z", "Updated on": "2025-07-31T00:00:00Z" }, "dislike_url": "https://servicenow-be-prod.servicenow.com/dislike/55694689", "dislikes": 0, "es_archived_content": false, "is_in_fav": false, "is_liked": null, "is_watched": false, "keywords": [ " zurich zurich" ], "labels": [ { "aliases": [], 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class=\"hascomments\" data-page=\"bundle:zurich-servicenow-platform/enus/product/service-catalog-management/reference/r_ServiceCatalogManagementTermsandRoles.html\" id=\"bundle:zurich-servicenow-platform/enus/product/service-catalog-management/reference/r_ServiceCatalogManagementTermsandRoles.html\"><body><main role=\"main\"><article role=\"article\" class=\"dita\" aria-labelledby=\"title_r_ServiceCatalogManagementTermsandRoles\"><article class=\"nested0\" aria-labelledby=\"title_r_ServiceCatalogManagementTermsandRoles\" id=\"r_ServiceCatalogManagementTermsandRoles\">\n <h1 class=\"title topictitle1\" id=\"title_r_ServiceCatalogManagementTermsandRoles\"><span class=\"ph\">Service Catalog</span> terms and roles</h1>\n \n \n <div class=\"body refbody\"><p class=\"shortdesc\">The <span class=\"ph\">Service Catalog</span> application uses these roles to manage different aspects of the application.</p>\n <section class=\"section\" id=\"r_ServiceCatalogManagementTermsandRoles__section_zvl_hgj_n1b\"><h2 id=\"d250623e64\" class=\"title sectiontitle\"><span class=\"ph\">Service Catalog</span> terms</h2>\n \n <div class=\"p\"><dl class=\"dl\">\n \n <dt class=\"dt dlterm\">Execution Plans</dt>\n <dd class=\"dd\">Define how something gets delivered. For example, a PDA could go through procurement\n / activation / and installation of the desktop software.</dd>\n \n \n <dt class=\"dt dlterm\">Execution Plan Tasks</dt>\n <dd class=\"dd\">Plan Tasks represent a step in the Execution Plan, are associated with a Fulfillment\n Group, and have an approximate duration.</dd>\n \n \n <dt class=\"dt dlterm\">Fulfillment Groups</dt>\n <dd class=\"dd\">Fulfillment Groups work execution tasks. For example, one group can activate a cell\n phone while a different group installs the desktop software.</dd>\n \n \n <dt class=\"dt dlterm\">Tickets</dt>\n <dd class=\"dd\">Tickets represent work done by Fulfillment Groups as part of an Execution Plan.</dd>\n \n </dl></div>\n </section>\n \n </div>\n<nav role=\"navigation\"></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"></nav><article class=\"topic reference nested1\" aria-labelledby=\"title_service-catalog-roles-1\" id=\"service-catalog-roles-1\">\n <h2 class=\"title topictitle2\" id=\"title_service-catalog-roles-1\">Administrator [admin]</h2>\n \n \n \n <div class=\"body refbody\"><p class=\"shortdesc\">Can manage all aspects of the <span class=\"ph\">Service Catalog</span> application, including scripting functions such as creating UI macros or business rules.</p>\n <section class=\"section\" id=\"service-catalog-roles-1__section-feature-role-contains-roles\"><h3 id=\"d250623e162\" class=\"title sectiontitle\">Contains Roles</h3>\n \n <p class=\"p\">List of roles contained within the role.</p>\n <p class=\"p\">None.</p>\n </section>\n <section class=\"section\" id=\"service-catalog-roles-1__section-feature-role-groups\"><h3 id=\"d250623e174\" class=\"title sectiontitle\">Groups</h3>\n \n <p class=\"p\">List of groups this role is assigned to by default.</p>\n <p class=\"p\">None.</p>\n </section>\n <section class=\"section\" id=\"service-catalog-roles-1__section-feature-role-considerations\"><h3 id=\"d250623e186\" class=\"title sectiontitle\">Special considerations</h3>\n \n <div class=\"p\"><div class=\"note note note_note\"><span class=\"note__title\">Note:</span> Avoid granting an admin role when more specialized roles are available.</div></div>\n </section>\n </div>\n</article><article class=\"topic reference nested1\" aria-labelledby=\"title_service-catalog-roles-2\" id=\"service-catalog-roles-2\">\n <h2 class=\"title topictitle2\" id=\"title_service-catalog-roles-2\">Catalog administrator [catalog_admin]</h2>\n \n \n \n <div class=\"body refbody\"><p class=\"shortdesc\">Can manage the <span class=\"ph\">Service Catalog</span> application, including catalogs, categories, and items, but not including scripting functions available to administrators.</p>\n <section class=\"section\" id=\"service-catalog-roles-2__section-feature-role-contains-roles\"><h3 id=\"d250623e235\" class=\"title sectiontitle\">Contains Roles</h3>\n \n <p class=\"p\">List of roles contained within the role.</p>\n <p class=\"p\">None.</p>\n </section>\n <section class=\"section\" id=\"service-catalog-roles-2__section-feature-role-groups\"><h3 id=\"d250623e247\" class=\"title sectiontitle\">Groups</h3>\n \n <p class=\"p\">List of groups this role is assigned to by default.</p>\n <p class=\"p\">None.</p>\n </section>\n <section class=\"section\" id=\"service-catalog-roles-2__section-feature-role-considerations\"><h3 id=\"d250623e259\" class=\"title sectiontitle\">Special considerations</h3>\n \n <div class=\"p\"><div class=\"note note note_note\"><span class=\"note__title\">Note:</span> Avoid granting an admin role when more specialized roles are available.</div></div>\n </section>\n </div>\n</article><article class=\"topic reference nested1\" aria-labelledby=\"title_service-catalog-roles-3\" id=\"service-catalog-roles-3\">\n <h2 class=\"title topictitle2\" id=\"title_service-catalog-roles-3\">Catalog manager [catalog_manager]</h2>\n \n \n \n <div class=\"body refbody\"><p class=\"shortdesc\">Can edit and update a service catalog, as well as the categories and catalog items within the catalog. The manager can assign editors and also a different manager for the service catalog. You can perform these actions only on\n catalogs for which you are assigned as the manager.</p>\n <section class=\"section\" id=\"service-catalog-roles-3__section-feature-role-contains-roles\"><h3 id=\"d250623e306\" class=\"title sectiontitle\">Contains Roles</h3>\n \n <p class=\"p\">List of roles contained within the role.</p>\n <p class=\"p\">None.</p>\n </section>\n <section class=\"section\" id=\"service-catalog-roles-3__section-feature-role-groups\"><h3 id=\"d250623e318\" class=\"title sectiontitle\">Groups</h3>\n \n <p class=\"p\">List of groups this role is assigned to by default.</p>\n <p class=\"p\">None.</p>\n </section>\n <section class=\"section\" id=\"service-catalog-roles-3__section-feature-role-considerations\"><h3 id=\"d250623e330\" class=\"title sectiontitle\">Special considerations</h3>\n \n <p class=\"p\">None.</p>\n </section>\n </div>\n</article><article class=\"topic reference nested1\" aria-labelledby=\"title_service-catalog-roles-4\" id=\"service-catalog-roles-4\">\n <h2 class=\"title topictitle2\" id=\"title_service-catalog-roles-4\">Catalog editor [catalog_editor]</h2>\n \n \n \n <div class=\"body refbody\"><p class=\"shortdesc\">Can edit and update a service catalog, as well as categories and catalog items within the catalog. The editor can assign other editors, but cannot change the catalog manager. You can perform these actions only on catalogs for\n which you are assigned as the editor.</p>\n <section class=\"section\" id=\"service-catalog-roles-4__section-feature-role-contains-roles\"><h3 id=\"d250623e375\" class=\"title sectiontitle\">Contains Roles</h3>\n \n <p class=\"p\">List of roles contained within the role.</p>\n <p class=\"p\">None.</p>\n </section>\n <section class=\"section\" id=\"service-catalog-roles-4__section-feature-role-groups\"><h3 id=\"d250623e387\" class=\"title sectiontitle\">Groups</h3>\n \n <p class=\"p\">List of groups this role is assigned to by default.</p>\n <p class=\"p\">None.</p>\n </section>\n <section class=\"section\" id=\"service-catalog-roles-4__section-feature-role-considerations\"><h3 id=\"d250623e399\" class=\"title sectiontitle\">Special considerations</h3>\n \n <p class=\"p\">None.</p>\n </section>\n </div>\n</article><article class=\"topic reference nested1\" aria-labelledby=\"title_catalog-builder-developer\" id=\"catalog-builder-developer\">\n \n <h2 class=\"title topictitle2\" id=\"title_catalog-builder-developer\">Catalog builder developer [catalog_builder_developer]</h2>\n \n \n <div class=\"body refbody\"><p class=\"shortdesc\">Can create and maintain advanced catalog items in <span class=\"ph\">Catalog Builder</span> such that they can create, edit, or delete client scripts in <span class=\"ph\">Catalog Builder</span>.</p>\n <section class=\"section\" id=\"catalog-builder-developer__section-feature-role-contains-roles\"><h3 id=\"d250623e453\" class=\"title sectiontitle\">Contains Roles</h3>\n \n <p class=\"p\">List of roles contained within the role.</p>\n <p class=\"p\"><span class=\"ph\">catalog_builder_editor</span></p>\n </section>\n <section class=\"section\" id=\"catalog-builder-developer__section-feature-role-groups\"><h3 id=\"d250623e466\" class=\"title sectiontitle\">Groups</h3>\n \n <p class=\"p\">A list of groups this role is assigned to by default.</p>\n <p class=\"p\">None.</p>\n </section>\n <section class=\"section\" id=\"catalog-builder-developer__section-feature-role-considerations\"><h3 id=\"d250623e478\" class=\"title sectiontitle\">Special considerations</h3>\n \n <div class=\"p\">The catalog builder developer can do everything that a catalog builder editor can do. But additionally, the catalog builder developer has access to other advanced features, such that a person with this role can add or edit the\n following in <span class=\"ph\">Catalog Builder</span>:<ul class=\"ul\" id=\"catalog-builder-developer__ul_uqq_qj1_1gc\">\n <li class=\"li\">Dynamic and advanced reference qualifiers in the Additional details tab of a question</li>\n <li class=\"li\">Variable attributes</li>\n <li class=\"li\">Scriptable default values</li>\n <li class=\"li\">Availability sections</li>\n <li class=\"li\">Catalog client scripts</li>\n </ul></div>\n <p class=\"p\">Also, the catalog builder developer can create a new catalog item without using a template. This behavior is managed by the <span class=\"keyword parmname\"> glide.sc.builder.allow_create_from_scratch</span> property, which is enabled by default. If\n the property is turned off, the catalog builder developer must use a template to create a new catalog item.</p>\n </section>\n </div>\n</article><article class=\"topic reference nested1\" aria-labelledby=\"title_service-catalog-roles-5\" id=\"service-catalog-roles-5\">\n <h2 class=\"title topictitle2\" id=\"title_service-catalog-roles-5\">Catalog builder editor [catalog_builder_editor]</h2>\n \n \n \n <div class=\"body refbody\"><p class=\"shortdesc\">Can create and maintain items in the catalog builder using the templates that the user has access to.</p>\n <section class=\"section\" id=\"service-catalog-roles-5__section-feature-role-contains-roles\"><h3 id=\"d250623e549\" class=\"title sectiontitle\">Contains Roles</h3>\n \n <p class=\"p\">List of roles contained within the role.</p>\n <p class=\"p\">None.</p>\n </section>\n <section class=\"section\" id=\"service-catalog-roles-5__section-feature-role-groups\"><h3 id=\"d250623e561\" class=\"title sectiontitle\">Groups</h3>\n \n <p class=\"p\">List of groups this role is assigned to by default.</p>\n <p class=\"p\">None.</p>\n </section>\n <section class=\"section\" id=\"service-catalog-roles-5__section-feature-role-considerations\"><h3 id=\"d250623e573\" class=\"title sectiontitle\">Special considerations</h3>\n \n <p class=\"p\">None.</p>\n </section>\n </div>\n</article></article></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Service Catalog terms and roles The Service Catalog application uses these roles to manage different aspects of the application. ## Service Catalog terms #### Execution Plans Define how something gets delivered. For example, a PDA could go through procurement / activation / and installation of the desktop software. #### Execution Plan Tasks Plan Tasks represent a step in the Execution Plan, are associated with a Fulfillment Group, and have an approximate duration. #### Fulfillment Groups Fulfillment Groups work execution tasks. For example, one group can activate a cell phone while a different group installs the desktop software. #### Tickets Tickets represent work done by Fulfillment Groups as part of an Execution Plan. ## Administrator [admin] Can manage all aspects of the Service Catalog application, including scripting functions such as creating UI macros or business rules. ### Contains Roles List of roles contained within the role. None. ### Groups List of groups this role is assigned to by default. None. ### Special considerations Note: Avoid granting an admin role when more specialized roles are available. ## Catalog administrator [catalog\_admin] Can manage the Service Catalog application, including catalogs, categories, and items, but not including scripting functions available to administrators. ### Contains Roles List of roles contained within the role. None. ### Groups List of groups this role is assigned to by default. None. ### Special considerations Note: Avoid granting an admin role when more specialized roles are available. ## Catalog manager [catalog\_manager] Can edit and update a service catalog, as well as the categories and catalog items within the catalog. The manager can assign editors and also a different manager for the service catalog. You can perform these actions only on catalogs for which you are assigned as the manager. ### Contains Roles List of roles contained within the role. None. ### Groups List of groups this role is assigned to by default. None. ### Special considerations None. ## Catalog editor [catalog\_editor] Can edit and update a service catalog, as well as categories and catalog items within the catalog. The editor can assign other editors, but cannot change the catalog manager. You can perform these actions only on catalogs for which you are assigned as the editor. ### Contains Roles List of roles contained within the role. None. ### Groups List of groups this role is assigned to by default. None. ### Special considerations None. ## Catalog builder developer [catalog\_builder\_developer] Can create and maintain advanced catalog items in Catalog Builder such that they can create, edit, or delete client scripts in Catalog Builder. ### Contains Roles List of roles contained within the role. catalog\_builder\_editor ### Groups A list of groups this role is assigned to by default. None. ### Special considerations The catalog builder developer can do everything that a catalog builder editor can do. But additionally, the catalog builder developer has access to other advanced features, such that a person with this role can add or edit the following in Catalog Builder: * Dynamic and advanced reference qualifiers in the Additional details tab of a question * Variable attributes * Scriptable default values * Availability sections * Catalog client scripts Also, the catalog builder developer can create a new catalog item without using a template. This behavior is managed by the glide.sc.builder.allow\_create\_from\_scratch property, which is enabled by default. If the property is turned off, the catalog builder developer must use a template to create a new catalog item. ## Catalog builder editor [catalog\_builder\_editor] Can create and maintain items in the catalog builder using the templates that the user has access to. ### Contains Roles List of roles contained within the role. None. ### Groups List of groups this role is assigned to by default. None. ### Special considerations None.	--- title: Service Catalog terms and roles description: The Service Catalog application uses these roles to manage different aspects of the application. keywords: - Service Catalog - roles - terms breadcrumbs: - Extend ServiceNow AI Platform capabilities - Manage service capabilities - Service Catalog - Service Catalog Reference --- # Service Catalog terms and roles The Service Catalog application uses these roles to manage different aspects of the application. ## Service Catalog terms #### Execution Plans Define how something gets delivered. For example, a PDA could go through procurement / activation / and installation of the desktop software. #### Execution Plan Tasks Plan Tasks represent a step in the Execution Plan, are associated with a Fulfillment Group, and have an approximate duration. #### Fulfillment Groups Fulfillment Groups work execution tasks. For example, one group can activate a cell phone while a different group installs the desktop software. #### Tickets Tickets represent work done by Fulfillment Groups as part of an Execution Plan. ## Administrator [admin] Can manage all aspects of the Service Catalog application, including scripting functions such as creating UI macros or business rules. ### Contains Roles List of roles contained within the role. None. ### Groups List of groups this role is assigned to by default. None. ### Special considerations Note: Avoid granting an admin role when more specialized roles are available. ## Catalog administrator [catalog\_admin] Can manage the Service Catalog application, including catalogs, categories, and items, but not including scripting functions available to administrators. ### Contains Roles List of roles contained within the role. None. ### Groups List of groups this role is assigned to by default. None. ### Special considerations Note: Avoid granting an admin role when more specialized roles are available. ## Catalog manager [catalog\_manager] Can edit and update a service catalog, as well as the categories and catalog items within the catalog. The manager can assign editors and also a different manager for the service catalog. You can perform these actions only on catalogs for which you are assigned as the manager. ### Contains Roles List of roles contained within the role. None. ### Groups List of groups this role is assigned to by default. None. ### Special considerations None. ## Catalog editor [catalog\_editor] Can edit and update a service catalog, as well as categories and catalog items within the catalog. The editor can assign other editors, but cannot change the catalog manager. You can perform these actions only on catalogs for which you are assigned as the editor. ### Contains Roles List of roles contained within the role. None. ### Groups List of groups this role is assigned to by default. None. ### Special considerations None. ## Catalog builder developer [catalog\_builder\_developer] Can create and maintain advanced catalog items in Catalog Builder such that they can create, edit, or delete client scripts in Catalog Builder. ### Contains Roles List of roles contained within the role. catalog\_builder\_editor ### Groups A list of groups this role is assigned to by default. None. ### Special considerations The catalog builder developer can do everything that a catalog builder editor can do. But additionally, the catalog builder developer has access to other advanced features, such that a person with this role can add or edit the following in Catalog Builder: * Dynamic and advanced reference qualifiers in the Additional details tab of a question * Variable attributes * Scriptable default values * Availability sections * Catalog client scripts Also, the catalog builder developer can create a new catalog item without using a template. This behavior is managed by the glide.sc.builder.allow\_create\_from\_scratch property, which is enabled by default. If the property is turned off, the catalog builder developer must use a template to create a new catalog item. ## Catalog builder editor [catalog\_builder\_editor] Can create and maintain items in the catalog builder using the templates that the user has access to. ### Contains Roles List of roles contained within the role. None. ### Groups List of groups this role is assigned to by default. None. ### Special considerations None.
https://www.servicenow.com/docs/en-US/bundle/zurich-servicenow-platform/page/product/service-catalog-management/task/client-script-form.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-servicenow-platform/page/product/service-catalog-management/task/client-script-form.html	2025-08-11	daily	0.5	268.xml	en-US	zurich-servicenow-platform	product/service-catalog-management/task/client-script-form.html	zurich	Catalog client script form	Use client-side scripts to define dynamic behavior or validations on this catalog item.	[]	[ "Extend ServiceNow AI Platform capabilities", "Manage service capabilities", "Service Catalog", "Catalog Builder", "Creating or editing catalog item template", "Edit a catalog item in Catalog Builder" ]	<article class="hascomments" data-page="bundle:zurich-servicenow-platform/enus/product/service-catalog-management/task/client-script-form.html" id="bundle:zurich-servicenow-platform/enus/product/service-catalog-management/task/client-script-form.html"><body id="client-script-form"><main role="main"><article role="article" class="dita" id="client-script-form" aria-labelledby="title_client-script-form"> <h1 class="title topictitle1" id="title_client-script-form">Catalog client script form</h1> <div class="body refbody"><p class="shortdesc">Use client-side scripts to define dynamic behavior or validations on this catalog item.</p> <div class="table-wrap"><table count-columns="2" class="table" id="client-script-form__table_bw1_3g1_dq"><caption><span class="table--title-label">Table 1. </span><span class="title">Client script form in <span class="ph">Catalog Builder</span></span></caption><colgroup><col/><col/></colgroup><thead class="thead"> <tr class="row"> <th class="entry" id="client-script-form__table_bw1_3g1_dq__entry__1">Field</th> <th class="entry" id="client-script-form__table_bw1_3g1_dq__entry__2">Description</th> </tr> </thead><tbody class="tbody"> <tr class="row"> <td class="entry" headers="client-script-form__table_bw1_3g1_dq__entry__1 client-script-form__table_bw1_3g1_dq__entry__2" colspan="2">Actions</td> </tr> <tr class="row"> <td class="entry" headers="client-script-form__table_bw1_3g1_dq__entry__1">Name</td> <td class="entry" headers="client-script-form__table_bw1_3g1_dq__entry__2">Unique name for the catalog client script.</td> </tr> <tr class="row"> <td class="entry" headers="client-script-form__table_bw1_3g1_dq__entry__1">Active</td> <td class="entry" headers="client-script-form__table_bw1_3g1_dq__entry__2">Check box to enable the client script. Clear the check box to disable the script.</td> </tr> <tr class="row"> <td class="entry" headers="client-script-form__table_bw1_3g1_dq__entry__1">Select client script type</td> <td class="entry" headers="client-script-form__table_bw1_3g1_dq__entry__2">Select when the script runs, such as <kbd class="ph userinput">onChange</kbd>, <kbd class="ph userinput">onLoad</kbd>, or <kbd class="ph userinput">onSubmit</kbd>.</td> </tr> <tr class="row"> <td class="entry" headers="client-script-form__table_bw1_3g1_dq__entry__1">Select question</td> <td class="entry" headers="client-script-form__table_bw1_3g1_dq__entry__2">Select a required question. This field is available only when you select <kbd class="ph userinput">onChange</kbd> client script type.</td> </tr> <tr class="row"> <td class="entry" headers="client-script-form__table_bw1_3g1_dq__entry__1">Script</td> <td class="entry" headers="client-script-form__table_bw1_3g1_dq__entry__2">Enter the client script to run on the catalog item.</td> </tr> <tr class="row"> <td class="entry" headers="client-script-form__table_bw1_3g1_dq__entry__1 client-script-form__table_bw1_3g1_dq__entry__2" colspan="2">Settings</td> </tr> <tr class="row"> <td class="entry" headers="client-script-form__table_bw1_3g1_dq__entry__1">UI Type</td> <td class="entry" headers="client-script-form__table_bw1_3g1_dq__entry__2">Whether to apply this field to Desktop, Mobile or Service Portal, or all.</td> </tr> <tr class="row"> <td class="entry" headers="client-script-form__table_bw1_3g1_dq__entry__1">Order</td> <td class="entry" headers="client-script-form__table_bw1_3g1_dq__entry__2">Number representing a sequence.</td> </tr> <tr class="row"> <td class="entry" headers="client-script-form__table_bw1_3g1_dq__entry__1">Applies when the item is being requested</td> <td class="entry" headers="client-script-form__table_bw1_3g1_dq__entry__2">Check box to apply the catalog client script to catalog items displayed within the order screen on the portals. Available in the requester view.</td> </tr> <tr class="row"> <td class="entry" headers="client-script-form__table_bw1_3g1_dq__entry__1">Applies while viewing the requested item record after the request is submitted</td> <td class="entry" headers="client-script-form__table_bw1_3g1_dq__entry__2">Check box to apply the catalog client script on a Requested Item form, after the item is requested. Available in the fulfiller view. See <a data-bundleid="zurich-servicenow-platform" data-navpath="product/service-catalog-management/concept/service-catalog-variable-editor.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/product/service-catalog-management/concept/service-catalog-variable-editor.html#service-catalog-variable-editor__cat-VEditor" class="xref">VEditor</a>.</td> </tr> <tr class="row"> <td class="entry" headers="client-script-form__table_bw1_3g1_dq__entry__1">Applies while viewing the catalog tasks after the request is submitted</td> <td class="entry" headers="client-script-form__table_bw1_3g1_dq__entry__2">Check box to apply the catalog client script when a Catalog Task form for the item is being displayed. Available in the fulfiller view. See <a data-bundleid="zurich-servicenow-platform" data-navpath="product/service-catalog-management/concept/service-catalog-variable-editor.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/product/service-catalog-management/concept/service-catalog-variable-editor.html#service-catalog-variable-editor__cat-VEditor" class="xref">VEditor</a>.</td> </tr> </tbody></table></div> </div> <nav role="navigation"></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"><div class="col-md-4"><dt>Related tasks</dt><dd><ul><li><a data-bundleid="zurich-servicenow-platform" data-navpath="product/service-catalog-management/task/create-client-scripts-in-catalog-builder.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/product/service-catalog-management/task/create-client-scripts-in-catalog-builder.html" class="link" title="You can create client scripts to customize the catalog item, such as to control the behavior of the catalog items after they're published.">Create client script in Catalog Builder</a></li></ul></dd></div><div class="col-md-4"><dt>Related reference</dt><dd><ul><li><a data-bundleid="zurich-servicenow-platform" data-navpath="product/service-catalog-management/reference/r_ServiceCatalogManagementTermsandRoles.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/product/service-catalog-management/reference/r_ServiceCatalogManagementTermsandRoles.html#catalog-builder-developer" class="link" title="Can create and maintain advanced catalog items in Catalog Builder such that they can create, edit, or delete client scripts in Catalog Builder.">Catalog builder developer [catalog_builder_developer]</a></li></ul></dd></div></nav> </article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Extend 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href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/administer/general/concept/capabilities-bundle-landingpage.html\">Extend ServiceNow AI Platform capabilities</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/administer/general/concept/manage-services.html\">Manage service capabilities</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/product/service-catalog-management/concept/service-catalog.html\">Service Catalog</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/product/service-catalog-management/concept/catalog-builder.html\">Catalog Builder</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/product/service-catalog-management/task/create-cat-item-template-cat-builder.html\">Creating or editing catalog item template</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/product/service-catalog-management/task/edit-cat-item-cat-builder.html\">Edit a catalog item in Catalog Builder</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">Catalog client script form</span>", "bundle_id": "zurich-servicenow-platform", "bundle_key": 2740, "bundle_landing_page": "administer/general/concept/capabilities-bundle-landingpage.html", "bundle_subtitle": null, "bundle_title": "Zurich ServiceNow AI Platform Capabilities", "canonical_link": null, "dates": { "Added on": "2025-08-11T23:05:58.659594Z", "Created on": "2025-06-25T00:00:00Z", "Initial upload": "2025-07-30T22:27:37.216603Z", 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"primary_sort": "top-down", "type": "subjecthead" }, "clustered_labels": [ "versions" ], "clustered_topics": [], "clustering_title": "Zurich" }, "topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-servicenow-platform/enus/product/service-catalog-management/task/client-script-form.html\" id=\"bundle:zurich-servicenow-platform/enus/product/service-catalog-management/task/client-script-form.html\"><body id=\"client-script-form\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"client-script-form\" aria-labelledby=\"title_client-script-form\">\n <h1 class=\"title topictitle1\" id=\"title_client-script-form\">Catalog client script form</h1>\n \n \n \n <div class=\"body refbody\"><p class=\"shortdesc\">Use client-side scripts to define dynamic behavior or validations on this catalog item.</p>\n <div class=\"table-wrap\"><table count-columns=\"2\" class=\"table\" id=\"client-script-form__table_bw1_3g1_dq\"><caption><span class=\"table--title-label\">Table 1. </span><span class=\"title\">Client script form in <span class=\"ph\">Catalog Builder</span></span></caption><colgroup><col/><col/></colgroup><thead class=\"thead\">\n <tr class=\"row\">\n <th class=\"entry\" id=\"client-script-form__table_bw1_3g1_dq__entry__1\">Field</th>\n <th class=\"entry\" id=\"client-script-form__table_bw1_3g1_dq__entry__2\">Description</th>\n </tr>\n </thead><tbody class=\"tbody\">\n <tr class=\"row\">\n <td class=\"entry\" headers=\"client-script-form__table_bw1_3g1_dq__entry__1 client-script-form__table_bw1_3g1_dq__entry__2\" colspan=\"2\">Actions</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry\" headers=\"client-script-form__table_bw1_3g1_dq__entry__1\">Name</td>\n <td class=\"entry\" headers=\"client-script-form__table_bw1_3g1_dq__entry__2\">Unique name for the catalog client script.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry\" headers=\"client-script-form__table_bw1_3g1_dq__entry__1\">Active</td>\n <td class=\"entry\" headers=\"client-script-form__table_bw1_3g1_dq__entry__2\">Check box to enable the client script. Clear the check box to disable the script.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry\" headers=\"client-script-form__table_bw1_3g1_dq__entry__1\">Select client script type</td>\n <td class=\"entry\" headers=\"client-script-form__table_bw1_3g1_dq__entry__2\">Select when the script runs, such as <kbd class=\"ph userinput\">onChange</kbd>, <kbd class=\"ph userinput\">onLoad</kbd>, or <kbd class=\"ph userinput\">onSubmit</kbd>.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry\" headers=\"client-script-form__table_bw1_3g1_dq__entry__1\">Select question</td>\n <td class=\"entry\" headers=\"client-script-form__table_bw1_3g1_dq__entry__2\">Select a required question. This field is available only when you select <kbd class=\"ph userinput\">onChange</kbd> client script type.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry\" headers=\"client-script-form__table_bw1_3g1_dq__entry__1\">Script</td>\n <td class=\"entry\" headers=\"client-script-form__table_bw1_3g1_dq__entry__2\">Enter the client script to run on the catalog item.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry\" headers=\"client-script-form__table_bw1_3g1_dq__entry__1 client-script-form__table_bw1_3g1_dq__entry__2\" colspan=\"2\">Settings</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry\" headers=\"client-script-form__table_bw1_3g1_dq__entry__1\">UI Type</td>\n <td class=\"entry\" headers=\"client-script-form__table_bw1_3g1_dq__entry__2\">Whether to apply this field to Desktop, Mobile or Service Portal, or all.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry\" headers=\"client-script-form__table_bw1_3g1_dq__entry__1\">Order</td>\n <td class=\"entry\" headers=\"client-script-form__table_bw1_3g1_dq__entry__2\">Number representing a sequence.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry\" headers=\"client-script-form__table_bw1_3g1_dq__entry__1\">Applies when the item is being requested</td>\n <td class=\"entry\" headers=\"client-script-form__table_bw1_3g1_dq__entry__2\">Check box to apply the catalog client script to catalog items displayed within the order screen on the portals. Available in the requester view.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry\" headers=\"client-script-form__table_bw1_3g1_dq__entry__1\">Applies while viewing the requested item record after the request is submitted</td>\n <td class=\"entry\" headers=\"client-script-form__table_bw1_3g1_dq__entry__2\">Check box to apply the catalog client script on a Requested Item form, after the item is requested. Available in the fulfiller view. See <a data-bundleid=\"zurich-servicenow-platform\" data-navpath=\"product/service-catalog-management/concept/service-catalog-variable-editor.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/product/service-catalog-management/concept/service-catalog-variable-editor.html#service-catalog-variable-editor__cat-VEditor\" class=\"xref\">VEditor</a>.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry\" headers=\"client-script-form__table_bw1_3g1_dq__entry__1\">Applies while viewing the catalog tasks after the request is submitted</td>\n <td class=\"entry\" headers=\"client-script-form__table_bw1_3g1_dq__entry__2\">Check box to apply the catalog client script when a Catalog Task form for the item is being displayed. Available in the fulfiller view. See <a data-bundleid=\"zurich-servicenow-platform\" data-navpath=\"product/service-catalog-management/concept/service-catalog-variable-editor.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/product/service-catalog-management/concept/service-catalog-variable-editor.html#service-catalog-variable-editor__cat-VEditor\" class=\"xref\">VEditor</a>.</td>\n </tr>\n </tbody></table></div>\n </div>\n <nav role=\"navigation\"></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"><div class=\"col-md-4\"><dt>Related tasks</dt><dd><ul><li><a data-bundleid=\"zurich-servicenow-platform\" data-navpath=\"product/service-catalog-management/task/create-client-scripts-in-catalog-builder.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/product/service-catalog-management/task/create-client-scripts-in-catalog-builder.html\" class=\"link\" title=\"You can create client scripts to customize the catalog item, such as to control the behavior of the catalog items after they're published.\">Create client script in Catalog Builder</a></li></ul></dd></div><div class=\"col-md-4\"><dt>Related reference</dt><dd><ul><li><a data-bundleid=\"zurich-servicenow-platform\" data-navpath=\"product/service-catalog-management/reference/r_ServiceCatalogManagementTermsandRoles.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/product/service-catalog-management/reference/r_ServiceCatalogManagementTermsandRoles.html#catalog-builder-developer\" class=\"link\" title=\"Can create and maintain advanced catalog items in Catalog Builder such that they can create, edit, or delete client scripts in Catalog Builder.\">Catalog builder developer [catalog_builder_developer]</a></li></ul></dd></div></nav>\n</article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Catalog client script form Use client-side scripts to define dynamic behavior or validations on this catalog item. Table 1. Client script form in Catalog Builder \| Field \| Description \| \| --- \| --- \| \| Actions \| \| \| Name \| Unique name for the catalog client script. \| \| Active \| Check box to enable the client script. Clear the check box to disable the script. \| \| Select client script type \| Select when the script runs, such as `onChange`, `onLoad`, or `onSubmit`. \| \| Select question \| Select a required question. This field is available only when you select `onChange` client script type. \| \| Script \| Enter the client script to run on the catalog item. \| \| Settings \| \| \| UI Type \| Whether to apply this field to Desktop, Mobile or Service Portal, or all. \| \| Order \| Number representing a sequence. \| \| Applies when the item is being requested \| Check box to apply the catalog client script to catalog items displayed within the order screen on the portals. Available in the requester view. \| \| Applies while viewing the requested item record after the request is submitted \| Check box to apply the catalog client script on a Requested Item form, after the item is requested. Available in the fulfiller view. See VEditor. \| \| Applies while viewing the catalog tasks after the request is submitted \| Check box to apply the catalog client script when a Catalog Task form for the item is being displayed. Available in the fulfiller view. See VEditor. \|	--- title: Catalog client script form description: Use client-side scripts to define dynamic behavior or validations on this catalog item. keywords: [] breadcrumbs: - Extend ServiceNow AI Platform capabilities - Manage service capabilities - Service Catalog - Catalog Builder - Creating or editing catalog item template - Edit a catalog item in Catalog Builder --- # Catalog client script form Use client-side scripts to define dynamic behavior or validations on this catalog item. Table 1. Client script form in Catalog Builder \| Field \| Description \| \| --- \| --- \| \| Actions \| \| \| Name \| Unique name for the catalog client script. \| \| Active \| Check box to enable the client script. Clear the check box to disable the script. \| \| Select client script type \| Select when the script runs, such as `onChange`, `onLoad`, or `onSubmit`. \| \| Select question \| Select a required question. This field is available only when you select `onChange` client script type. \| \| Script \| Enter the client script to run on the catalog item. \| \| Settings \| \| \| UI Type \| Whether to apply this field to Desktop, Mobile or Service Portal, or all. \| \| Order \| Number representing a sequence. \| \| Applies when the item is being requested \| Check box to apply the catalog client script to catalog items displayed within the order screen on the portals. Available in the requester view. \| \| Applies while viewing the requested item record after the request is submitted \| Check box to apply the catalog client script on a Requested Item form, after the item is requested. Available in the fulfiller view. See VEditor. \| \| Applies while viewing the catalog tasks after the request is submitted \| Check box to apply the catalog client script when a Catalog Task form for the item is being displayed. Available in the fulfiller view. See VEditor. \|
https://www.servicenow.com/docs/en-US/bundle/zurich-servicenow-platform/page/product/service-catalog-management/task/create-client-scripts-in-catalog-builder.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-servicenow-platform/page/product/service-catalog-management/task/create-client-scripts-in-catalog-builder.html	2025-08-11	daily	0.5	268.xml	en-US	zurich-servicenow-platform	product/service-catalog-management/task/create-client-scripts-in-catalog-builder.html	zurich	Create client script in Catalog Builder	You can create client scripts to customize the catalog item, such as to control the behavior of the catalog items after they're published.	[]	[ "Extend ServiceNow AI Platform capabilities", "Manage service capabilities", "Service Catalog", "Catalog Builder", "Creating or editing catalog item template", "Edit a catalog item in Catalog Builder" ]	<article class="hascomments" data-page="bundle:zurich-servicenow-platform/enus/product/service-catalog-management/task/create-client-scripts-in-catalog-builder.html" id="bundle:zurich-servicenow-platform/enus/product/service-catalog-management/task/create-client-scripts-in-catalog-builder.html"><body id="create-client-scripts-in-catalog-builder"><main role="main"><article role="article" class="dita" id="create-client-scripts-in-catalog-builder" aria-labelledby="title_create-client-scripts-in-catalog-builder"> <h1 class="title topictitle1" id="title_create-client-scripts-in-catalog-builder">Create client script in <span class="ph">Catalog Builder</span></h1> <div class="body taskbody"><p class="shortdesc">You can create client scripts to customize the catalog item, such as to control the behavior of the catalog items after they're published.</p> <section class="section prereq" id="create-client-scripts-in-catalog-builder__task-prereq"><div class="tasklabel"><p class="sectiontitle tasklabel">Before you begin</p></div> <p class="p">Role required: admin and catalog_builder_developer</p> </section> <section><div class="tasklabel"><p class="sectiontitle tasklabel">Procedure</p></div><ol class="ol steps"><li class="li step stepexpand"> <span class="ph cmd">Navigate to <span class="ph menucascade"><span class="ph uicontrol">All</span><abbr> > </abbr><span class="ph uicontrol"><span class="keyword">Service Catalog</span></span><abbr> > </abbr><span class="ph uicontrol"><span class="keyword">Catalog Builder</span></span></span>.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Select the Dashboard tab, and then select <span class="ph uicontrol">Create a new catalog item</span>.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Review the information to get started, and then select <span class="ph uicontrol">Continue</span>.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Select a template that you want to use to create a catalog item, and then select <span class="ph uicontrol">Use this item template</span>.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Review and fill information in the required steps, and continue until you reach the step for creating client scripts for that catalog item you're creating.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Select <span class="ph uicontrol">New</span>.</span> </li><li class="li step stepexpand"> <span class="ph cmd">On the Catalog client script form, select the Actions tab, and add your script.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Give a name to your client script, set whether to make it active or not, and choose the script type.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Continue to the Settings tab, and specify the scenarios where the client script applies.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Select <span class="ph uicontrol">Add script</span>.</span> <div class="itemgroup info">For more information about the fields in the Actions and Settings tabs, see <a data-bundleid="zurich-servicenow-platform" data-navpath="product/service-catalog-management/task/client-script-form.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/product/service-catalog-management/task/client-script-form.html" class="xref" title="Use client-side scripts to define dynamic behavior or validations on this catalog item.">Catalog client script form</a>.</div> </li></ol></section> </div> <nav role="navigation"></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"><div class="col-md-4"><dt>Related reference</dt><dd><ul><li><a data-bundleid="zurich-servicenow-platform" data-navpath="product/service-catalog-management/reference/r_ServiceCatalogManagementTermsandRoles.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/product/service-catalog-management/reference/r_ServiceCatalogManagementTermsandRoles.html#catalog-builder-developer" class="link" title="Can create and maintain advanced catalog items in Catalog Builder such that they can create, edit, or delete client scripts in Catalog Builder.">Catalog builder developer [catalog_builder_developer]</a></li></ul></dd></div></nav> </article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Extend ServiceNow AI Platform capabilities", "topic_id": "administer/general/concept/capabilities-bundle-landingpage.html" }, { "title": "Manage service capabilities", "topic_id": "administer/general/concept/manage-services.html" }, { "title": "Service Catalog", "topic_id": "product/service-catalog-management/concept/service-catalog.html" }, { "title": "Catalog Builder", "topic_id": "product/service-catalog-management/concept/catalog-builder.html" }, { "title": "Creating or editing catalog item template", "topic_id": "product/service-catalog-management/task/create-cat-item-template-cat-builder.html" }, { "title": "Edit a catalog item in Catalog Builder", "topic_id": "product/service-catalog-management/task/edit-cat-item-cat-builder.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform\">Zurich ServiceNow AI Platform Capabilities</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/administer/general/concept/capabilities-bundle-landingpage.html\">Extend ServiceNow AI Platform capabilities</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/administer/general/concept/manage-services.html\">Manage service capabilities</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/product/service-catalog-management/concept/service-catalog.html\">Service Catalog</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/product/service-catalog-management/concept/catalog-builder.html\">Catalog Builder</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/product/service-catalog-management/task/create-cat-item-template-cat-builder.html\">Creating or editing catalog item template</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/product/service-catalog-management/task/edit-cat-item-cat-builder.html\">Edit a catalog item in Catalog Builder</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">Create client script in Catalog Builder</span>", "bundle_id": "zurich-servicenow-platform", "bundle_key": 2740, "bundle_landing_page": "administer/general/concept/capabilities-bundle-landingpage.html", "bundle_subtitle": null, "bundle_title": "Zurich ServiceNow AI Platform Capabilities", "canonical_link": null, "dates": { "Added on": "2025-08-11T23:05:58.659594Z", "Created on": "2025-05-15T00:00:00Z", "Initial upload": "2025-07-30T22:27:37.216603Z", "Updated on": "2025-07-31T00:00:00Z" }, "dislike_url": "https://servicenow-be-prod.servicenow.com/dislike/55694734", "dislikes": 0, "es_archived_content": false, "is_in_fav": false, "is_liked": null, "is_watched": false, 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id=\"create-client-scripts-in-catalog-builder\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"create-client-scripts-in-catalog-builder\" aria-labelledby=\"title_create-client-scripts-in-catalog-builder\">\n <h1 class=\"title topictitle1\" id=\"title_create-client-scripts-in-catalog-builder\">Create client script in <span class=\"ph\">Catalog Builder</span></h1>\n \n \n \n <div class=\"body taskbody\"><p class=\"shortdesc\">You can create client scripts to customize the catalog item, such as to control the behavior of the catalog items after they're published.</p>\n <section class=\"section prereq\" id=\"create-client-scripts-in-catalog-builder__task-prereq\"><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">Before you begin</p></div>\n <p class=\"p\">Role required: admin and catalog_builder_developer</p>\n </section>\n <section><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">Procedure</p></div><ol class=\"ol steps\"><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Navigate to <span class=\"ph menucascade\"><span class=\"ph uicontrol\">All</span><abbr> > </abbr><span class=\"ph uicontrol\"><span class=\"keyword\">Service Catalog</span></span><abbr> > </abbr><span class=\"ph uicontrol\"><span class=\"keyword\">Catalog Builder</span></span></span>.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select the Dashboard tab, and then select <span class=\"ph uicontrol\">Create a new catalog item</span>.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Review the information to get started, and then select <span class=\"ph uicontrol\">Continue</span>.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select a template that you want to use to create a catalog item, and then select <span class=\"ph uicontrol\">Use this item template</span>.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Review and fill information in the required steps, and continue until you reach the step for creating client scripts for that catalog item you're creating.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select <span class=\"ph uicontrol\">New</span>.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">On the Catalog client script form, select the Actions tab, and add your script.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Give a name to your client script, set whether to make it active or not, and choose the script type.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Continue to the Settings tab, and specify the scenarios where the client script applies.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select <span class=\"ph uicontrol\">Add script</span>.</span>\n <div class=\"itemgroup info\">For more information about the fields in the Actions and Settings tabs, see <a data-bundleid=\"zurich-servicenow-platform\" data-navpath=\"product/service-catalog-management/task/client-script-form.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/product/service-catalog-management/task/client-script-form.html\" class=\"xref\" title=\"Use client-side scripts to define dynamic behavior or validations on this catalog item.\">Catalog client script form</a>.</div>\n </li></ol></section>\n </div>\n <nav role=\"navigation\"></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"><div class=\"col-md-4\"><dt>Related reference</dt><dd><ul><li><a data-bundleid=\"zurich-servicenow-platform\" data-navpath=\"product/service-catalog-management/reference/r_ServiceCatalogManagementTermsandRoles.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-servicenow-platform/page/product/service-catalog-management/reference/r_ServiceCatalogManagementTermsandRoles.html#catalog-builder-developer\" class=\"link\" title=\"Can create and maintain advanced catalog items in Catalog Builder such that they can create, edit, or delete client scripts in Catalog Builder.\">Catalog builder developer [catalog_builder_developer]</a></li></ul></dd></div></nav>\n</article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Create client script in Catalog Builder You can create client scripts to customize the catalog item, such as to control the behavior of the catalog items after they're published. ## Before you begin Role required: admin and catalog\_builder\_developer ## Procedure 1. Navigate to All > Service Catalog > Catalog Builder. 2. Select the Dashboard tab, and then select Create a new catalog item. 3. Review the information to get started, and then select Continue. 4. Select a template that you want to use to create a catalog item, and then select Use this item template. 5. Review and fill information in the required steps, and continue until you reach the step for creating client scripts for that catalog item you're creating. 6. Select New. 7. On the Catalog client script form, select the Actions tab, and add your script. 8. Give a name to your client script, set whether to make it active or not, and choose the script type. 9. Continue to the Settings tab, and specify the scenarios where the client script applies. 10. Select Add script. For more information about the fields in the Actions and Settings tabs, see Catalog client script form.	--- title: Create client script in Catalog Builder description: You can create client scripts to customize the catalog item, such as to control the behavior of the catalog items after they're published. keywords: [] breadcrumbs: - Extend ServiceNow AI Platform capabilities - Manage service capabilities - Service Catalog - Catalog Builder - Creating or editing catalog item template - Edit a catalog item in Catalog Builder --- # Create client script in Catalog Builder You can create client scripts to customize the catalog item, such as to control the behavior of the catalog items after they're published. ## Before you begin Role required: admin and catalog\_builder\_developer ## Procedure 1. Navigate to All > Service Catalog > Catalog Builder. 2. Select the Dashboard tab, and then select Create a new catalog item. 3. Review the information to get started, and then select Continue. 4. Select a template that you want to use to create a catalog item, and then select Use this item template. 5. Review and fill information in the required steps, and continue until you reach the step for creating client scripts for that catalog item you're creating. 6. Select New. 7. On the Catalog client script form, select the Actions tab, and add your script. 8. Give a name to your client script, set whether to make it active or not, and choose the script type. 9. Continue to the Settings tab, and specify the scenarios where the client script applies. 10. Select Add script. For more information about the fields in the Actions and Settings tabs, see Catalog client script form.
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/acc-pay-case-mgmt-overview.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/acc-pay-case-mgmt-overview.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/accounts-payable-operations/concept/acc-pay-case-mgmt-overview.html	zurich	Invoice Case Management	With Invoice Case Management, agents can manage and work on their assigned invoice cases, request more information from suppliers or employees, and create and assign tasks to users using the Accounts Payable workspace.	[]	[ "Finance and Supply Chain", "Accounts Payable Operations", "Exploring Accounts Payable Operations" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/accounts-payable-operations/concept/acc-pay-case-mgmt-overview.html" id="bundle:zurich-source-to-pay-operations/enus/product/accounts-payable-operations/concept/acc-pay-case-mgmt-overview.html"><body id="acc-pay-case-mgmt-overview"><main role="main"><article role="article" class="dita" id="acc-pay-case-mgmt-overview" aria-labelledby="title_acc-pay-case-mgmt-overview"> <h1 class="title topictitle1" id="title_acc-pay-case-mgmt-overview"><span class="ph">Invoice Case Management</span></h1> <div class="body conbody"><p class="shortdesc">With <span class="ph">Invoice Case Management</span>, agents can manage and work on their assigned invoice cases, request more information from suppliers or employees, and create and assign tasks to users using the Accounts Payable workspace.</p> <p class="p"><span class="ph">Invoice Case Management</span> (com.sn_ap_cm) is a dependent application and is automatically installed along with the <span class="ph">Accounts Payable Operations</span> (com.sn_ap_apm) application. However, you can also install <span class="ph">Invoice Case Management</span> independently. For more information, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/task/install-invoice-case-mgmt.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/task/install-invoice-case-mgmt.html" class="xref" title="You can install the Invoice Case Management (com.sn_ap_cm) application if you have the admin role. The application includes demo data and installs related ServiceNow Store applications and plugins if they are not already installed.">Install Invoice Case Management</a>.</p> <p class="p">The agent [sn_ap_cm.agent] and <span class="ph">Invoice Case Management</span> administrator [sn_ap_cm.admin] roles can access the <span class="ph">Invoice Case Management</span> application.</p> <p class="p">Open the <span class="ph">Invoice Case Management</span> application by navigating to <span class="ph menucascade"><span class="ph uicontrol">All</span><abbr> > </abbr><span class="ph uicontrol">Accounts Payable Operations</span><abbr> > </abbr><span class="ph uicontrol">Accounts Payable Workspace</span></span>.</p> <div class="note note note_note"><span class="note__title">Note:</span> Check your entitlements to determine whether you have access to Invoice case management.</div> </div> <nav role="navigation"></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"><div class="col-md-4"><dt>Related concepts</dt><dd><ul><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/concept/acc-pay-invoice-processing.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/acc-pay-invoice-processing.html" class="link" title="Accounts Payable Invoice Processing (com.sn_ap_apm) enables Accounts Payable Specialists to ingest invoice documents and extract invoice data using ServiceNow Document Intelligence.">Accounts Payable Invoice Processing</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/concept/acc-pay-workspace.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/acc-pay-workspace.html" class="link" title="The Source-to-Pay Workspace enables you to manage and work on cases and tasks related to invoices and invoice exceptions.">Source-to-Pay Workspace</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/concept/apo-docintel-integration.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/apo-docintel-integration.html" class="link" title="Accounts Payable Operations integration with Document Intelligence (com.sn_ap_ic) enables you to automatically capture data from incoming invoices, thus significantly reducing manual effort.">Accounts Payable Operations integration with Document Intelligence</a></li></ul></dd></div></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": 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"washingtondc-source-to-pay-operations", "clustering_title": "Washington DC", "es_archived_content": false, "page_id": "product/accounts-payable-operations/concept/acc-pay-case-mgmt-overview.html" }, { "bundle_id": "vancouver-source-to-pay-operations", "clustering_title": "Vancouver", "es_archived_content": false, "page_id": "product/accounts-payable-operations/concept/acc-pay-case-mgmt-overview.html" } ], "clustering_title": "Zurich" }, "topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-source-to-pay-operations/enus/product/accounts-payable-operations/concept/acc-pay-case-mgmt-overview.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/accounts-payable-operations/concept/acc-pay-case-mgmt-overview.html\"><body id=\"acc-pay-case-mgmt-overview\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"acc-pay-case-mgmt-overview\" aria-labelledby=\"title_acc-pay-case-mgmt-overview\">\n <h1 class=\"title topictitle1\" id=\"title_acc-pay-case-mgmt-overview\"><span class=\"ph\">Invoice Case Management</span></h1>\n \n \n <div class=\"body conbody\"><p class=\"shortdesc\">With <span class=\"ph\">Invoice Case Management</span>, agents can manage and work on their assigned invoice cases, request more information from suppliers or employees, and create and assign tasks to users using the Accounts Payable workspace.</p>\n <p class=\"p\"><span class=\"ph\">Invoice Case Management</span> (com.sn_ap_cm) is a dependent application and is automatically installed along with the <span class=\"ph\">Accounts Payable Operations</span> (com.sn_ap_apm) application. However, you can also install <span class=\"ph\">Invoice Case Management</span> independently. For more information, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/task/install-invoice-case-mgmt.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/task/install-invoice-case-mgmt.html\" class=\"xref\" title=\"You can install the Invoice Case Management (com.sn_ap_cm) application if you have the admin role. The application includes demo data and installs related ServiceNow Store applications and plugins if they are not already installed.\">Install Invoice Case Management</a>.</p>\n <p class=\"p\">The agent [sn_ap_cm.agent] and <span class=\"ph\">Invoice Case Management</span> administrator [sn_ap_cm.admin] roles can access the <span class=\"ph\">Invoice Case Management</span> application.</p>\n <p class=\"p\">Open the <span class=\"ph\">Invoice Case Management</span> application by navigating to <span class=\"ph menucascade\"><span class=\"ph uicontrol\">All</span><abbr> > </abbr><span class=\"ph uicontrol\">Accounts Payable Operations</span><abbr> > </abbr><span class=\"ph uicontrol\">Accounts Payable Workspace</span></span>.</p>\n <div class=\"note note note_note\"><span class=\"note__title\">Note:</span> Check your entitlements to determine whether you have access to Invoice case management.</div>\n </div>\n<nav role=\"navigation\"></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"><div class=\"col-md-4\"><dt>Related concepts</dt><dd><ul><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/concept/acc-pay-invoice-processing.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/acc-pay-invoice-processing.html\" class=\"link\" title=\"Accounts Payable Invoice Processing (com.sn_ap_apm) enables Accounts Payable Specialists to ingest invoice documents and extract invoice data using ServiceNow Document Intelligence.\">Accounts Payable Invoice Processing</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/concept/acc-pay-workspace.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/acc-pay-workspace.html\" class=\"link\" title=\"The Source-to-Pay Workspace enables you to manage and work on cases and tasks related to invoices and invoice exceptions.\">Source-to-Pay Workspace</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/concept/apo-docintel-integration.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/apo-docintel-integration.html\" class=\"link\" title=\"Accounts Payable Operations integration with Document Intelligence (com.sn_ap_ic) enables you to automatically capture data from incoming invoices, thus significantly reducing manual effort.\">Accounts Payable Operations integration with Document Intelligence</a></li></ul></dd></div></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Invoice Case Management With Invoice Case Management, agents can manage and work on their assigned invoice cases, request more information from suppliers or employees, and create and assign tasks to users using the Accounts Payable workspace. Invoice Case Management (com.sn\_ap\_cm) is a dependent application and is automatically installed along with the Accounts Payable Operations (com.sn\_ap\_apm) application. However, you can also install Invoice Case Management independently. For more information, see Install Invoice Case Management. The agent [sn\_ap\_cm.agent] and Invoice Case Management administrator [sn\_ap\_cm.admin] roles can access the Invoice Case Management application. Open the Invoice Case Management application by navigating to All > Accounts Payable Operations > Accounts Payable Workspace. Note: Check your entitlements to determine whether you have access to Invoice case management.	--- title: Invoice Case Management description: With Invoice Case Management, agents can manage and work on their assigned invoice cases, request more information from suppliers or employees, and create and assign tasks to users using the Accounts Payable workspace. keywords: [] breadcrumbs: - Finance and Supply Chain - Accounts Payable Operations - Exploring Accounts Payable Operations --- # Invoice Case Management With Invoice Case Management, agents can manage and work on their assigned invoice cases, request more information from suppliers or employees, and create and assign tasks to users using the Accounts Payable workspace. Invoice Case Management (com.sn\_ap\_cm) is a dependent application and is automatically installed along with the Accounts Payable Operations (com.sn\_ap\_apm) application. However, you can also install Invoice Case Management independently. For more information, see Install Invoice Case Management. The agent [sn\_ap\_cm.agent] and Invoice Case Management administrator [sn\_ap\_cm.admin] roles can access the Invoice Case Management application. Open the Invoice Case Management application by navigating to All > Accounts Payable Operations > Accounts Payable Workspace. Note: Check your entitlements to determine whether you have access to Invoice case management.
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/advanced-work-assignment.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/advanced-work-assignment.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/accounts-payable-operations/concept/advanced-work-assignment.html	zurich	Advanced Work Assignment in Accounts Payable Operations	Advanced Work Assignment (AWA) automatically assigns work items to Accounts Payable Operations agents based on their availability, capacity and skills. AWA pushes work to qualified agents using work item queues, routing conditions, and assignment criteria that you define. The work	[]	[ "Finance and Supply Chain", "Accounts Payable Operations", "Using Accounts Payable Operations" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/accounts-payable-operations/concept/advanced-work-assignment.html" id="bundle:zurich-source-to-pay-operations/enus/product/accounts-payable-operations/concept/advanced-work-assignment.html"><body id="advanced-work-assignment"><main role="main"><article role="article" class="dita" id="advanced-work-assignment" aria-labelledby="title_advanced-work-assignment"> <h1 class="title topictitle1" id="title_advanced-work-assignment">Advanced Work Assignment in <span class="ph">Accounts Payable Operations</span></h1> <div class="body conbody"><p class="shortdesc">Advanced Work Assignment (AWA) automatically assigns work items to <span class="ph">Accounts Payable Operations</span> agents based on their availability, capacity and skills. AWA pushes work to qualified agents using work item queues, routing conditions, and assignment criteria that you define. The work items are available in <span class="ph uicontrol">Agent workspace inbox</span>.</p> <p class="p">Customers use different channels to request service, for example, email, chats, cases, or incidents. Requests from customers create task or interaction records that store information about these objects, called work items. AWA automatically routes work items to queues that focus on certain types of support, using criteria (such as priority or customer status) that you provide.</p> <p class="p">For more information about AWA, refer <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/concept//csh" href="https://servicenow-be-prod.servicenow.com/csh?topicname=awa-application-landing-page&version=zurich&pubname=zurich-servicenow-platform" class="xref">Advanced Work Assignment</a>.</p> <div class="note note note_note"><span class="note__title">Note:</span> Check your entitlements to determine whether you have access to Advanced Work Assignment in <span class="ph">Accounts Payable Operations</span> in Source-to-Pay Operations Professional.</div> </div> <nav role="navigation"><dt class="ullinks"></dt><dd class="ullinks"><ul class="ullinks"><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/concept/setting-up-AWA-for-APO.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/setting-up-AWA-for-APO.html">Setting up Advanced Work Assignment for Accounts Payable Operations</a><p class="shortdesc">Set up the AWA and required plugins through the plugin page after selecting any <code class="ph codeph">Get [plugin]</code>button on the Advanced Work Assignment home page.</p></li></ul></dd></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"><div class="col-md-4"><dt>Related tasks</dt><dd><ul><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/task/create-knowledge-base-articles-for-invoices.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/task/create-knowledge-base-articles-for-invoices.html" class="link" title="Create a knowledge base article to share invoice information and policies with your employees and suppliers.">Create a knowledge base article about invoice</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/task/configure-advanced-work-assignment-for-apo.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/task/configure-advanced-work-assignment-for-apo.html" class="link" title="Configure AWA for APO to ensure that requests or queries received via email, chat, messenger are routed to the respective APO agents belonging to defined groups.">Configure Advanced Work Assignment for Accounts Payable Operations</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/task/working-with-advanved-work-assignment.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/task/working-with-advanved-work-assignment.html" class="link" title="Suppliers interact with APO agents for invoice inquiry cases using the live chat.">Working with Advanced Work Assignment</a></li></ul></dd></div><div class="col-md-4"><dt>Related concepts</dt><dd><ul><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/concept/working-with-cases.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/working-with-cases.html" class="link" title="An agent and Accounts Payable Specialist can access and work on the invoice cases in the Accounts Payable workspace.">Invoice case categories and subcategories</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/concept/use-invoice-case-mgmt.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/use-invoice-case-mgmt.html" class="link" title="Agents can use Invoice Case Management to manage and work on invoice inquiry cases raised by employees and suppliers to resolve issues related to invoices.">Using Invoice Case Management</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/concept/use-ap-invoice-processing.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/use-ap-invoice-processing.html" class="link" title="Accounts Payable Specialists can use the Accounts Payable Invoice Processing application to manage and work on invoice processing cases to perform end-to-end invoice processing, from invoice ingestion to approval.">Using Accounts Payable Invoice Processing</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/concept/using-awa-for-apo.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/using-awa-for-apo.html" class="link" title="AWA enables suppliers to interact with Accounts Payable Operations agents inquire or resolve invoice-related queries.">Using Advanced Work Assignment for Accounts Payable Operations</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/concept/interaction-record.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/interaction-record.html" class="link" title="Any request for assistance made to an Accounts Payable specialist via email, chat, phone is logged in an auto-generated interaction record. Agents can choose to create a case from the interaction record, create a request, and associate an interaction record with an existing invoice case record.">Interaction management in Accounts Payable Operations</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/concept/email-composer-apm-workspace.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/email-composer-apm-workspace.html" class="link" title="Insert predefined content into the message body of emails that you send from the email client in the Source-to-Pay Workspace.">Composing emails with predefined content from the Source-to-Pay Workspace</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/concept/playbooks.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/playbooks.html" class="link" title="Playbooks provide Accounts Payable admins or specialists to visualize invoice processing workflows in a simplified, task oriented, actionable view.">Playbook for updating the invoice primary data</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/concept/using-supplier-collaboration-portal.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/using-supplier-collaboration-portal.html" class="link" title="The Supplier Collaboration portal application integrated with Accounts Payable Operations provides seamless interaction between Account Payable Specialist and supplier in creating invoice inquiry case, submit new invoice, resolving case tasks and exception tasks.">Using Supplier Collaboration Portal in APO</a></li></ul></dd></div></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Accounts Payable Operations", "topic_id": "product/accounts-payable-operations/concept/acc-pay-mgmt-landing-page.html" }, { "title": "Using Accounts Payable Operations", "topic_id": "product/accounts-payable-operations/concept/use-acc-pay-mgmt.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations\">Zurich Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/finance-supply-chain-landing.html\">Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/acc-pay-mgmt-landing-page.html\">Accounts Payable Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/use-acc-pay-mgmt.html\">Using Accounts Payable Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">Advanced Work Assignment in Accounts Payable Operations</span>", "bundle_id": "zurich-source-to-pay-operations", "bundle_key": 2735, "bundle_landing_page": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html", "bundle_subtitle": null, "bundle_title": "Zurich Finance and Supply Chain", "canonical_link": null, "dates": { "Added on": "2025-08-05T13:11:54.216332Z", "Created on": "2023-09-06T00:00:00Z", "Initial upload": "2025-07-30T22:25:52.095402Z", "Updated on": "2025-07-31T00:00:00Z" }, "dislike_url": "https://servicenow-be-prod.servicenow.com/dislike/55687986", "dislikes": 0, "es_archived_content": false, "is_in_fav": false, "is_liked": null, "is_watched": false, "keywords": [ " zurich zurich" ], "labels": [ { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "zurich", "navtitle": "Zurich", "outputclasses": [], "subjectHeadId": "versions", "subjectheadNavtitle": "Versions", "visibility": "show-facet" }, { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "apmgt", "navtitle": "Accounts Payable Operations", "outputclasses": [], "subjectHeadId": "products", "subjectheadNavtitle": "Products", "visibility": "show-facet" } ], "labels_text": "Versions > Zurich; 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AWA pushes work to qualified agents using work item queues, routing conditions, and assignment criteria that you define. The work items are\n available in <span class=\"ph uicontrol\">Agent workspace inbox</span>.</p>\n <p class=\"p\">Customers use different channels to request service, for example, email, chats, cases, or incidents. Requests from customers create task or interaction records that store information about these objects, called work items. AWA\n automatically routes work items to queues that focus on certain types of support, using criteria (such as priority or customer status) that you provide.</p>\n <p class=\"p\">For more information about AWA, refer <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/concept//csh\" href=\"https://servicenow-be-prod.servicenow.com/csh?topicname=awa-application-landing-page&version=zurich&pubname=zurich-servicenow-platform\" class=\"xref\">Advanced Work Assignment</a>.</p>\n <div class=\"note note note_note\"><span class=\"note__title\">Note:</span> Check your entitlements to determine whether you have access to Advanced Work Assignment in <span class=\"ph\">Accounts Payable Operations</span> in Source-to-Pay Operations Professional.</div>\n </div>\n<nav role=\"navigation\"><dt class=\"ullinks\"></dt><dd class=\"ullinks\"><ul class=\"ullinks\"><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/concept/setting-up-AWA-for-APO.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/setting-up-AWA-for-APO.html\">Setting up Advanced Work Assignment for Accounts Payable Operations</a><p class=\"shortdesc\">Set up the AWA and required plugins through the plugin page after selecting any <code class=\"ph codeph\">Get [plugin]</code>button on the Advanced Work Assignment home page.</p></li></ul></dd></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"><div class=\"col-md-4\"><dt>Related tasks</dt><dd><ul><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/task/create-knowledge-base-articles-for-invoices.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/task/create-knowledge-base-articles-for-invoices.html\" class=\"link\" title=\"Create a knowledge base article to share invoice information and policies with your employees and suppliers.\">Create a knowledge base article about invoice</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/task/configure-advanced-work-assignment-for-apo.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/task/configure-advanced-work-assignment-for-apo.html\" class=\"link\" title=\"Configure AWA for APO to ensure that requests or queries received via email, chat, messenger are routed to the respective APO agents belonging to defined groups.\">Configure Advanced Work Assignment for Accounts Payable Operations</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/task/working-with-advanved-work-assignment.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/task/working-with-advanved-work-assignment.html\" class=\"link\" title=\"Suppliers interact with APO agents for invoice inquiry cases using the live chat.\">Working with Advanced Work Assignment</a></li></ul></dd></div><div class=\"col-md-4\"><dt>Related concepts</dt><dd><ul><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/concept/working-with-cases.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/working-with-cases.html\" class=\"link\" title=\"An agent and Accounts Payable Specialist can access and work on the invoice cases in the Accounts Payable workspace.\">Invoice case categories and subcategories</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/concept/use-invoice-case-mgmt.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/use-invoice-case-mgmt.html\" class=\"link\" title=\"Agents can use Invoice Case Management to manage and work on invoice inquiry cases raised by employees and suppliers to resolve issues related to invoices.\">Using Invoice Case Management</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/concept/use-ap-invoice-processing.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/use-ap-invoice-processing.html\" class=\"link\" title=\"Accounts Payable Specialists can use the Accounts Payable Invoice Processing application to manage and work on invoice processing cases to perform end-to-end invoice processing, from invoice ingestion to approval.\">Using Accounts Payable Invoice Processing</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/concept/using-awa-for-apo.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/using-awa-for-apo.html\" class=\"link\" title=\"AWA enables suppliers to interact with Accounts Payable Operations agents inquire or resolve invoice-related queries.\">Using Advanced Work Assignment for Accounts Payable Operations</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/concept/interaction-record.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/interaction-record.html\" class=\"link\" title=\"Any request for assistance made to an Accounts Payable specialist via email, chat, phone is logged in an auto-generated interaction record. Agents can choose to create a case from the interaction record, create a request, and associate an interaction record with an existing invoice case record.\">Interaction management in Accounts Payable Operations</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/concept/email-composer-apm-workspace.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/email-composer-apm-workspace.html\" class=\"link\" title=\"Insert predefined content into the message body of emails that you send from the email client in the Source-to-Pay Workspace.\">Composing emails with predefined content from the Source-to-Pay Workspace</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/concept/playbooks.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/playbooks.html\" class=\"link\" title=\"Playbooks provide Accounts Payable admins or specialists to visualize invoice processing workflows in a simplified, task oriented, actionable view.\">Playbook for updating the invoice primary data</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/concept/using-supplier-collaboration-portal.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/using-supplier-collaboration-portal.html\" class=\"link\" title=\"The Supplier Collaboration portal application integrated with Accounts Payable Operations provides seamless interaction between Account Payable Specialist and supplier in creating invoice inquiry case, submit new invoice, resolving case tasks and exception tasks.\">Using Supplier Collaboration Portal in APO</a></li></ul></dd></div></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Advanced Work Assignment in Accounts Payable Operations Advanced Work Assignment (AWA) automatically assigns work items to Accounts Payable Operations agents based on their availability, capacity and skills. AWA pushes work to qualified agents using work item queues, routing conditions, and assignment criteria that you define. The work items are available in Agent workspace inbox. Customers use different channels to request service, for example, email, chats, cases, or incidents. Requests from customers create task or interaction records that store information about these objects, called work items. AWA automatically routes work items to queues that focus on certain types of support, using criteria (such as priority or customer status) that you provide. For more information about AWA, refer Advanced Work Assignment. Note: Check your entitlements to determine whether you have access to Advanced Work Assignment in Accounts Payable Operations in Source-to-Pay Operations Professional.	--- title: Advanced Work Assignment in Accounts Payable Operations description: Advanced Work Assignment (AWA) automatically assigns work items to Accounts Payable Operations agents based on their availability, capacity and skills. AWA pushes work to qualified agents using work item queues, routing conditions, and assignment criteria that you define. The work keywords: [] breadcrumbs: - Finance and Supply Chain - Accounts Payable Operations - Using Accounts Payable Operations --- # Advanced Work Assignment in Accounts Payable Operations Advanced Work Assignment (AWA) automatically assigns work items to Accounts Payable Operations agents based on their availability, capacity and skills. AWA pushes work to qualified agents using work item queues, routing conditions, and assignment criteria that you define. The work items are available in Agent workspace inbox. Customers use different channels to request service, for example, email, chats, cases, or incidents. Requests from customers create task or interaction records that store information about these objects, called work items. AWA automatically routes work items to queues that focus on certain types of support, using criteria (such as priority or customer status) that you provide. For more information about AWA, refer Advanced Work Assignment. Note: Check your entitlements to determine whether you have access to Advanced Work Assignment in Accounts Payable Operations in Source-to-Pay Operations Professional.
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/apo-glossary.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/apo-glossary.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/accounts-payable-operations/concept/apo-glossary.html	zurich	Accounts Payable Operations glossary	Learn about the terms and concepts used in Accounts Payable Operations (APO).	[]	[ "Finance and Supply Chain", "Accounts Payable Operations", "Accounts Payable Operations reference", "Approval Plan form" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/accounts-payable-operations/concept/apo-glossary.html" id="bundle:zurich-source-to-pay-operations/enus/product/accounts-payable-operations/concept/apo-glossary.html"><body id="apo-glossary"><main role="main"><article role="article" class="dita" id="apo-glossary" aria-labelledby="title_apo-glossary"> <h1 class="title topictitle1" id="title_apo-glossary"><span class="ph">Accounts Payable Operations</span> glossary</h1> <div class="body conbody"><p class="shortdesc">Learn about the terms and concepts used in <span class="ph">Accounts Payable Operations</span> (APO).</p> <p class="p">Glossary terms are grouped alphabetically.</p> <section class="section" id="apo-glossary__section_bp4_hn5_gdc"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/concept/gloss-group-a-apo.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/gloss-group-a-apo.html" class="xref">A</a> \| <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/concept/gloss-group-d-apo.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/gloss-group-d-apo.html" class="xref">D</a> \| <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/concept/gloss-group-e-apo.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/gloss-group-e-apo.html" class="xref">E</a> <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/concept/gloss-group-i-apo.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/gloss-group-i-apo.html" class="xref">I</a> \| <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/concept/gloss-group-s-apo.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/gloss-group-s-apo.html" class="xref">S</a> \| <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/concept/gloss-group-t-apo.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/gloss-group-t-apo.html" class="xref">T</a> \| <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/concept/gloss-group-v-apo.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/gloss-group-v-apo.html" class="xref">V</a> \| <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/concept/gloss-group-w-apo.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/gloss-group-w-apo.html" class="xref">W</a></section> </div> <nav role="navigation"><dt class="ullinks"></dt><dd class="ullinks"><ul class="ullinks"><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/concept/gloss-group-a-apo.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/gloss-group-a-apo.html">A</a><p class="shortdesc"></p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/concept/gloss-group-d-apo.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/gloss-group-d-apo.html">D</a><p class="shortdesc"></p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/concept/gloss-group-e-apo.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/gloss-group-e-apo.html">E</a><p class="shortdesc"></p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/concept/gloss-group-i-apo.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/gloss-group-i-apo.html">I</a><p class="shortdesc"></p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/concept/gloss-group-p-apo.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/gloss-group-p-apo.html">P</a><p class="shortdesc"></p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/concept/gloss-group-s-apo.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/gloss-group-s-apo.html">S</a><p class="shortdesc"></p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/concept/gloss-group-t-apo.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/gloss-group-t-apo.html">T</a><p class="shortdesc"></p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/concept/gloss-group-v-apo.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/gloss-group-v-apo.html">V</a><p class="shortdesc"></p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/concept/gloss-group-w-apo.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/gloss-group-w-apo.html">W</a><p class="shortdesc"></p></li></ul></dd></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Accounts Payable Operations", "topic_id": "product/accounts-payable-operations/concept/acc-pay-mgmt-landing-page.html" }, { "title": "Accounts Payable Operations reference", "topic_id": "product/accounts-payable-operations/reference/acc-pay-reference.html" }, { "title": "Approval Plan form", "topic_id": "product/accounts-payable-operations/reference/approval-plan-form.html" } ], 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href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/reference/approval-plan-form.html\">Approval Plan form</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">Accounts Payable Operations glossary</span>", "bundle_id": "zurich-source-to-pay-operations", "bundle_key": 2735, "bundle_landing_page": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html", "bundle_subtitle": null, "bundle_title": "Zurich Finance and Supply Chain", "canonical_link": null, "dates": { "Added on": "2025-08-05T13:11:54.216332Z", "Created on": "2024-11-03T00:00:00Z", "Initial upload": "2025-07-30T22:25:52.095402Z", "Updated on": "2025-07-31T00:00:00Z" }, "dislike_url": "https://servicenow-be-prod.servicenow.com/dislike/55687991", "dislikes": 0, "es_archived_content": false, "is_in_fav": false, "is_liked": null, "is_watched": false, "keywords": [ " zurich zurich" ], "labels": [ { "aliases": 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"yokohama-source-to-pay-operations", "clustering_title": "Yokohama", "es_archived_content": false, "page_id": "product/accounts-payable-operations/concept/apo-glossary.html" }, { "bundle_id": "xanadu-source-to-pay-operations", "clustering_title": "Xanadu", "es_archived_content": false, "page_id": "product/accounts-payable-operations/concept/apo-glossary.html" } ], "clustering_title": "Zurich" }, "topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-source-to-pay-operations/enus/product/accounts-payable-operations/concept/apo-glossary.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/accounts-payable-operations/concept/apo-glossary.html\"><body id=\"apo-glossary\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"apo-glossary\" aria-labelledby=\"title_apo-glossary\">\n <h1 class=\"title topictitle1\" id=\"title_apo-glossary\"><span class=\"ph\">Accounts Payable Operations</span> glossary</h1>\n \n \n <div class=\"body conbody\"><p class=\"shortdesc\">Learn about the terms and concepts used in <span class=\"ph\">Accounts Payable Operations</span> (APO).</p>\n <p class=\"p\">Glossary terms are grouped alphabetically.</p>\n <section class=\"section\" id=\"apo-glossary__section_bp4_hn5_gdc\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/concept/gloss-group-a-apo.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/gloss-group-a-apo.html\" class=\"xref\">A</a> \| <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/concept/gloss-group-d-apo.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/gloss-group-d-apo.html\" class=\"xref\">D</a> \| <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/concept/gloss-group-e-apo.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/gloss-group-e-apo.html\" class=\"xref\">E</a>\n <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/concept/gloss-group-i-apo.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/gloss-group-i-apo.html\" class=\"xref\">I</a> \| <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/concept/gloss-group-s-apo.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/gloss-group-s-apo.html\" class=\"xref\">S</a> \| <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/concept/gloss-group-t-apo.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/gloss-group-t-apo.html\" class=\"xref\">T</a> \| <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/concept/gloss-group-v-apo.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/gloss-group-v-apo.html\" class=\"xref\">V</a> \| <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/concept/gloss-group-w-apo.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/gloss-group-w-apo.html\" class=\"xref\">W</a></section>\n </div>\n<nav role=\"navigation\"><dt class=\"ullinks\"></dt><dd class=\"ullinks\"><ul class=\"ullinks\"><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/concept/gloss-group-a-apo.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/gloss-group-a-apo.html\">A</a><p class=\"shortdesc\"></p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/concept/gloss-group-d-apo.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/gloss-group-d-apo.html\">D</a><p class=\"shortdesc\"></p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/concept/gloss-group-e-apo.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/gloss-group-e-apo.html\">E</a><p class=\"shortdesc\"></p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/concept/gloss-group-i-apo.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/gloss-group-i-apo.html\">I</a><p class=\"shortdesc\"></p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/concept/gloss-group-p-apo.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/gloss-group-p-apo.html\">P</a><p class=\"shortdesc\"></p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/concept/gloss-group-s-apo.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/gloss-group-s-apo.html\">S</a><p class=\"shortdesc\"></p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/concept/gloss-group-t-apo.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/gloss-group-t-apo.html\">T</a><p class=\"shortdesc\"></p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/concept/gloss-group-v-apo.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/gloss-group-v-apo.html\">V</a><p class=\"shortdesc\"></p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/concept/gloss-group-w-apo.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/gloss-group-w-apo.html\">W</a><p class=\"shortdesc\"></p></li></ul></dd></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Accounts Payable Operations glossary Learn about the terms and concepts used in Accounts Payable Operations (APO). Glossary terms are grouped alphabetically. A \| D \| E I \| S \| T \| V \| W	--- title: Accounts Payable Operations glossary description: Learn about the terms and concepts used in Accounts Payable Operations (APO). keywords: [] breadcrumbs: - Finance and Supply Chain - Accounts Payable Operations - Accounts Payable Operations reference - Approval Plan form --- # Accounts Payable Operations glossary Learn about the terms and concepts used in Accounts Payable Operations (APO). Glossary terms are grouped alphabetically. A \| D \| E I \| S \| T \| V \| W
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/apo-integration-with-itam.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/apo-integration-with-itam.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/accounts-payable-operations/concept/apo-integration-with-itam.html	zurich	IT Asset Management purchase order invoice processing	The integration of IT Asset Management (com.snc.sn_spend_asset) with Sourcing and Procurement Operation enhances exception handling for ITAM-driven purchase order invoices in Accounts Payable Operations APO (app-spend-itam), enhancing accurate routing and faster resolution while improving overall operational efficiency.	[]	[ "Finance and Supply Chain", "Accounts Payable Operations", "Integrating APO with other applications" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/accounts-payable-operations/concept/apo-integration-with-itam.html" id="bundle:zurich-source-to-pay-operations/enus/product/accounts-payable-operations/concept/apo-integration-with-itam.html"><body id="apo-integration-with-itam"><main role="main"><article role="article" class="dita" id="apo-integration-with-itam" aria-labelledby="title_apo-integration-with-itam"> <h1 class="title topictitle1" id="title_apo-integration-with-itam"><span class="ph">IT Asset Management</span> purchase order invoice processing</h1> <div class="body conbody"><p class="shortdesc">The integration of IT Asset Management (com.snc.sn_spend_asset) with Sourcing and Procurement Operation enhances exception handling for ITAM-driven purchase order invoices in <span class="ph">Accounts Payable Operations</span> APO (app-spend-itam), enhancing accurate routing and faster resolution while improving overall operational efficiency.</p> <p class="p">In IT Asset Management (ITAM), assets are created when you acknowledge the receipt of the requested items. As part of the Better Together integration, all the received asset is handled within IT Asset Management (ITAM).</p> <p class="p">After receiving of the goods is completed, receiving slips are generated in ITAM. You can view the created assets in the <strong class="ph b">Assets</strong> tab of the ITAM purchase order. For more information, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/itam-spo-receiving-assets.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/itam-spo-receiving-assets.html" class="xref" title="As part of the Better Together integration, all asset receiving is handled within IT Asset Management (ITAM). When an item is initially received in ITAM, a receipt is automatically generated in SPO in the Pending Submission state.">Receiving assets in IT Asset Management</a>.</p> <p class="p">During the invoicing process, <span class="ph">Accounts Payable Operations</span> checks if the purchase order originates from ITAM using the reference field. It validates the received quantity against the purchase order using the receiving slips and if discrepancies are found, then insufficient goods receipt exception is triggered. APO automatically triggers an email and notifies the ITAM 'Assigned to' user mentioned in the ITAM PO about the exception. Once the exceptions are resolved, APO automatically re-validates the invoices. The invoice status changes from “Review Needed” to “Review Complete”.</p> <div class="p">The benefits of Better Together integration with ITAM are: <ul class="ul" id="apo-integration-with-itam__ul_tzv_r1b_yfc"> <li class="li">Leverage APO functionalities and process invoices faster and efficiently</li> <li class="li">Automated exception handling for ITAM-PO invoices becomes more accurate and timely</li> <li class="li">Operational efficiency and reduced manual intervention</li> </ul></div> <section class="section" id="apo-integration-with-itam__section_f2j_ldb_yfc"><h2 id="d227954e83" class="title sectiontitle">Plugin dependencies for the APO-ITAM better together feature</h2> <div class="p">The following are the plugin dependencies that are required to use Asset Management Integration for Accounts Payable Operations:<ul class="ul" id="apo-integration-with-itam__ul_ahm_4lb_yfc"> <li class="li">Invoice Case Management [sn_ap_cm]</li> <li class="li">Accounts Payable Operations [sn_ap_apm]</li> <li class="li">Accounts Payable Invoice Processing [sn_pr]</li> <li class="li">Accounts Payable Operations with Document Intelligence [sn_ap_ic]</li> <li class="li">Asset Management Integration for Sourcing and Procurement Operations plugin [sn_spend_asset]</li> <li class="li">Source-to-Pay Common Architecture [sn_shop]</li> <li class="li">Source-to-Pay Integration Framework [sn_spend_intg]</li> <li class="li">Supplier Common Architecture [sn_slm]</li> <li class="li">Common Service Delivery [sn_spend_sdc]</li> <li class="li">Source-to-Pay Workspace [sn_spend_workspace]</li> <li class="li">Supplier Collaboration Portal [sn_supplier_sp]</li> <li class="li">ERP Integration Framework [sn_fcms_intg]</li> <li class="li">Finance Common Architecture [sn_fin]</li> </ul></div> </section> </div> </article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Accounts Payable Operations", "topic_id": "product/accounts-payable-operations/concept/acc-pay-mgmt-landing-page.html" }, { "title": "Integrating APO with other applications", "topic_id": "product/accounts-payable-operations/concept/integrate-apo.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations\">Zurich Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/finance-supply-chain-landing.html\">Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/acc-pay-mgmt-landing-page.html\">Accounts Payable Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/integrate-apo.html\">Integrating APO with other applications</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">IT Asset Management purchase order invoice processing</span>", "bundle_id": "zurich-source-to-pay-operations", "bundle_key": 2735, "bundle_landing_page": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html", "bundle_subtitle": null, "bundle_title": "Zurich Finance and Supply Chain", "canonical_link": null, "dates": { "Added on": "2025-08-05T13:11:54.216332Z", "Created on": "2025-06-24T00:00:00Z", "Initial upload": "2025-07-30T22:25:52.095402Z", "Updated on": "2025-07-31T00:00:00Z" }, "dislike_url": "https://servicenow-be-prod.servicenow.com/dislike/55687993", "dislikes": 0, "es_archived_content": false, "is_in_fav": false, "is_liked": null, "is_watched": false, "keywords": [ " zurich zurich" ], "labels": [ { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "zurich", "navtitle": "Zurich", "outputclasses": [], "subjectHeadId": "versions", "subjectheadNavtitle": "Versions", "visibility": "show-facet" }, { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "apmgt", "navtitle": "Accounts Payable Operations", "outputclasses": [], "subjectHeadId": "products", "subjectheadNavtitle": "Products", "visibility": "show-facet" } ], "labels_text": "Versions > Zurich; 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As part of the Better Together integration, all the received asset is handled within IT Asset Management (ITAM).</p>\n <p class=\"p\">After receiving of the goods is completed, receiving slips are generated in ITAM. You can view the created assets in the <strong class=\"ph b\">Assets</strong> tab of the ITAM purchase order. For more information, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/itam-spo-receiving-assets.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/itam-spo-receiving-assets.html\" class=\"xref\" title=\"As part of the Better Together integration, all asset receiving is handled within IT Asset Management (ITAM). When an item is initially received in ITAM, a receipt is automatically generated in SPO in the Pending Submission state.\">Receiving assets in IT Asset Management</a>.</p>\n <p class=\"p\">During the invoicing process, <span class=\"ph\">Accounts Payable Operations</span> checks if the purchase order originates from ITAM using the reference field. It validates the received quantity against the purchase order using the receiving slips and if discrepancies are\n found, then insufficient goods receipt exception is triggered. APO automatically triggers an email and notifies the ITAM 'Assigned to' user mentioned in the ITAM PO about the exception. Once the exceptions are resolved, APO\n automatically re-validates the invoices. The invoice status changes from “Review Needed” to “Review Complete”.</p>\n <div class=\"p\">The benefits of Better Together integration with ITAM are: <ul class=\"ul\" id=\"apo-integration-with-itam__ul_tzv_r1b_yfc\">\n <li class=\"li\">Leverage APO functionalities and process invoices faster and efficiently</li>\n <li class=\"li\">Automated exception handling for ITAM-PO invoices becomes more accurate and timely</li>\n <li class=\"li\">Operational efficiency and reduced manual intervention</li>\n </ul></div>\n <section class=\"section\" id=\"apo-integration-with-itam__section_f2j_ldb_yfc\"><h2 id=\"d227954e83\" class=\"title sectiontitle\">Plugin dependencies for the APO-ITAM better together feature</h2>\n \n <div class=\"p\">The following are the plugin dependencies that are required to use Asset Management Integration for Accounts Payable Operations:<ul class=\"ul\" id=\"apo-integration-with-itam__ul_ahm_4lb_yfc\">\n <li class=\"li\">Invoice Case Management [sn_ap_cm]</li>\n <li class=\"li\">Accounts Payable Operations [sn_ap_apm]</li>\n <li class=\"li\">Accounts Payable Invoice Processing [sn_pr]</li>\n <li class=\"li\">Accounts Payable Operations with Document Intelligence [sn_ap_ic]</li>\n <li class=\"li\">Asset Management Integration for Sourcing and Procurement Operations plugin [sn_spend_asset]</li>\n <li class=\"li\">Source-to-Pay Common Architecture [sn_shop]</li>\n <li class=\"li\">Source-to-Pay Integration Framework [sn_spend_intg]</li>\n <li class=\"li\">Supplier Common Architecture [sn_slm]</li>\n <li class=\"li\">Common Service Delivery [sn_spend_sdc]</li>\n <li class=\"li\">Source-to-Pay Workspace [sn_spend_workspace]</li>\n <li class=\"li\">Supplier Collaboration Portal [sn_supplier_sp]</li>\n <li class=\"li\">ERP Integration Framework [sn_fcms_intg]</li>\n <li class=\"li\">Finance Common Architecture [sn_fin]</li>\n </ul></div>\n </section>\n </div>\n</article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# IT Asset Management purchase order invoice processing The integration of IT Asset Management (com.snc.sn\_spend\_asset) with Sourcing and Procurement Operation enhances exception handling for ITAM-driven purchase order invoices in Accounts Payable Operations APO (app-spend-itam), enhancing accurate routing and faster resolution while improving overall operational efficiency. In IT Asset Management (ITAM), assets are created when you acknowledge the receipt of the requested items. As part of the Better Together integration, all the received asset is handled within IT Asset Management (ITAM). After receiving of the goods is completed, receiving slips are generated in ITAM. You can view the created assets in the Assets tab of the ITAM purchase order. For more information, see Receiving assets in IT Asset Management. During the invoicing process, Accounts Payable Operations checks if the purchase order originates from ITAM using the reference field. It validates the received quantity against the purchase order using the receiving slips and if discrepancies are found, then insufficient goods receipt exception is triggered. APO automatically triggers an email and notifies the ITAM 'Assigned to' user mentioned in the ITAM PO about the exception. Once the exceptions are resolved, APO automatically re-validates the invoices. The invoice status changes from “Review Needed” to “Review Complete”. The benefits of Better Together integration with ITAM are: * Leverage APO functionalities and process invoices faster and efficiently * Automated exception handling for ITAM-PO invoices becomes more accurate and timely * Operational efficiency and reduced manual intervention ## Plugin dependencies for the APO-ITAM better together feature The following are the plugin dependencies that are required to use Asset Management Integration for Accounts Payable Operations: * Invoice Case Management [sn\_ap\_cm] * Accounts Payable Operations [sn\_ap\_apm] * Accounts Payable Invoice Processing [sn\_pr] * Accounts Payable Operations with Document Intelligence [sn\_ap\_ic] * Asset Management Integration for Sourcing and Procurement Operations plugin [sn\_spend\_asset] * Source-to-Pay Common Architecture [sn\_shop] * Source-to-Pay Integration Framework [sn\_spend\_intg] * Supplier Common Architecture [sn\_slm] * Common Service Delivery [sn\_spend\_sdc] * Source-to-Pay Workspace [sn\_spend\_workspace] * Supplier Collaboration Portal [sn\_supplier\_sp] * ERP Integration Framework [sn\_fcms\_intg] * Finance Common Architecture [sn\_fin]	--- title: IT Asset Management purchase order invoice processing description: The integration of IT Asset Management (com.snc.sn_spend_asset) with Sourcing and Procurement Operation enhances exception handling for ITAM-driven purchase order invoices in Accounts Payable Operations APO (app-spend-itam), enhancing accurate routing and faster resolution while improving overall operational efficiency. keywords: [] breadcrumbs: - Finance and Supply Chain - Accounts Payable Operations - Integrating APO with other applications --- # IT Asset Management purchase order invoice processing The integration of IT Asset Management (com.snc.sn\_spend\_asset) with Sourcing and Procurement Operation enhances exception handling for ITAM-driven purchase order invoices in Accounts Payable Operations APO (app-spend-itam), enhancing accurate routing and faster resolution while improving overall operational efficiency. In IT Asset Management (ITAM), assets are created when you acknowledge the receipt of the requested items. As part of the Better Together integration, all the received asset is handled within IT Asset Management (ITAM). After receiving of the goods is completed, receiving slips are generated in ITAM. You can view the created assets in the Assets tab of the ITAM purchase order. For more information, see Receiving assets in IT Asset Management. During the invoicing process, Accounts Payable Operations checks if the purchase order originates from ITAM using the reference field. It validates the received quantity against the purchase order using the receiving slips and if discrepancies are found, then insufficient goods receipt exception is triggered. APO automatically triggers an email and notifies the ITAM 'Assigned to' user mentioned in the ITAM PO about the exception. Once the exceptions are resolved, APO automatically re-validates the invoices. The invoice status changes from “Review Needed” to “Review Complete”. The benefits of Better Together integration with ITAM are: * Leverage APO functionalities and process invoices faster and efficiently * Automated exception handling for ITAM-PO invoices becomes more accurate and timely * Operational efficiency and reduced manual intervention ## Plugin dependencies for the APO-ITAM better together feature The following are the plugin dependencies that are required to use Asset Management Integration for Accounts Payable Operations: * Invoice Case Management [sn\_ap\_cm] * Accounts Payable Operations [sn\_ap\_apm] * Accounts Payable Invoice Processing [sn\_pr] * Accounts Payable Operations with Document Intelligence [sn\_ap\_ic] * Asset Management Integration for Sourcing and Procurement Operations plugin [sn\_spend\_asset] * Source-to-Pay Common Architecture [sn\_shop] * Source-to-Pay Integration Framework [sn\_spend\_intg] * Supplier Common Architecture [sn\_slm] * Common Service Delivery [sn\_spend\_sdc] * Source-to-Pay Workspace [sn\_spend\_workspace] * Supplier Collaboration Portal [sn\_supplier\_sp] * ERP Integration Framework [sn\_fcms\_intg] * Finance Common Architecture [sn\_fin]
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/configuring-source-to-pay-ws.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/configuring-source-to-pay-ws.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/accounts-payable-operations/concept/configuring-source-to-pay-ws.html	zurich	Configuring Source-to-Pay Workspace	Plan and configure your implementation for Source-to-Pay Workspace.	[]	[ "Finance and Supply Chain", "Source-to-Pay Operations", "Source-to-Pay Workspace" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/accounts-payable-operations/concept/configuring-source-to-pay-ws.html" id="bundle:zurich-source-to-pay-operations/enus/product/accounts-payable-operations/concept/configuring-source-to-pay-ws.html"><body id="configuring-source-to-pay-ws"><main role="main"><article role="article" class="dita" id="configuring-source-to-pay-ws" aria-labelledby="title_configuring-source-to-pay-ws"> <h1 class="title topictitle1" id="title_configuring-source-to-pay-ws">Configuring <span class="ph">Source-to-Pay Workspace</span></h1> <div class="body conbody"><p class="shortdesc">Plan and configure your implementation for <span class="ph">Source-to-Pay Workspace</span>.</p> <div class="p"> <ul class="ul" id="configuring-source-to-pay-ws__ul_etg_nyq_rcc"> <li class="li">For more information on configuring <span class="ph">Sourcing and Procurement Operations</span>, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/configuring-spo.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/configuring-spo.html" class="xref" title="Plan and configure your implementation for Sourcing and Procurement Operations.">Configuring Sourcing and Procurement Operations</a>.</li> <li class="li">For more information on configuring <span class="ph">Supplier Lifecycle Operations</span>, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/config-supp-mgmt.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/config-supp-mgmt.html" class="xref" title="Plan and configure your implementation for Supplier Lifecycle Operations.">Configuring Supplier Lifecycle Operations</a>.</li> <li class="li">For more information on configuring <span class="ph">Source-to-Pay Workspace</span>, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/concept/config-acc-pay-mgmt.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/config-acc-pay-mgmt.html" class="xref" title="Plan and configure your implementation for Accounts Payable Operations.">Configuring Accounts Payable Operations</a>.</li> </ul> </div> <section class="section" id="configuring-source-to-pay-ws__section_ub4_t4c_zfc"><h2 id="d102047e101" class="title sectiontitle">AI search in Source-to-Pay Workspace</h2> <p class="p">The AI search feature in the Source-to-Pay Workspace and Supplier Collaboration Portal enables users (with admin role and suppliers) to refine searches by filtering their results. You can search for procurement records, supplier records, and invoice records. You can choose to show or hide the AI search in your workspace.</p> <p class="p">Make record content searchable by configuring an indexed source to add it to the AI Search index. For more information on AI search indexing, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/concept//csh" href="https://servicenow-be-prod.servicenow.com/csh?topicname=overview-ais&version=zurich&pubname=zurich-platform-administration" class="xref">AI Search</a>.</p> <p class="p">Change the general settings to Source-to-Pay Workspace experience in UI Builder to fit the needs of your organization. For example, you can modify the title, description, and path for your workspace experience. Use the Global search to show or hide the search functionality in Source-to-Pay Workspace. For more information on global search, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/concept//csh" href="https://servicenow-be-prod.servicenow.com/csh?topicname=workspace-global-search&version=zurich&pubname=zurich-application-development" class="xref">Display global search in a workspace experience</a>.</p> </section> </div> <nav role="navigation"><dt class="ullinks"></dt><dd class="ullinks"><ul class="ullinks"><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/configuring-kb-publish.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/configuring-kb-publish.html">Configuring knowledge bases to enable guest users to publish knowledge articles from the Source-to-Pay Workspace</a><p class="shortdesc">Configure knowledge bases so that guest users can publish the created knowledge articles from the <span class="ph">Source-to-Pay Workspace</span>.</p></li></ul></dd></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"><div class="col-md-4"><dt>Related concepts</dt><dd><ul><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/concept/exploring-source-to-pay-operations.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/exploring-source-to-pay-operations.html" class="link" title="Learn about the key features and capabilities of Source-to-Pay Operations.">Exploring Source-to-Pay Operations Workspace</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/concept/using-source-to-pay-ws.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/using-source-to-pay-ws.html" class="link" title="Procurement specialists, sourcing managers, supplier managers, supplier contacts, accounts payable specialists use the Source-to-Pay Workspace to work on various requests, cases, negotiations, accelerate supplier onboarding, minimize supplier risk, validate invoice processing cases, and maximize productivity.">Using Source-to-Pay Workspace</a></li></ul></dd></div><div class="col-md-4"><dt>Related reference</dt><dd><ul><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/reference/source-to-pay-ws-reference.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/reference/source-to-pay-ws-reference.html" class="link" title="Reference topics provide additional information about articles, lists and forms that you use in Source-to-Pay Workspace.">Source-to-Pay Workspace reference</a></li></ul></dd></div></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Source-to-Pay Operations", "topic_id": "product/source-to-pay-operations/concept/source-to-pay-operations-overview.html" }, { "title": "Source-to-Pay Workspace", "topic_id": "product/source-to-pay-operations/concept/source-to-pay-ws-overview.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations\">Zurich Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a 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conbody\"><p class=\"shortdesc\">Plan and configure your implementation for <span class=\"ph\">Source-to-Pay Workspace</span>.</p>\n <div class=\"p\">\n <ul class=\"ul\" id=\"configuring-source-to-pay-ws__ul_etg_nyq_rcc\">\n <li class=\"li\">For more information on configuring <span class=\"ph\">Sourcing and Procurement Operations</span>, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/configuring-spo.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/configuring-spo.html\" class=\"xref\" title=\"Plan and configure your implementation for Sourcing and Procurement Operations.\">Configuring Sourcing and Procurement Operations</a>.</li>\n <li class=\"li\">For more information on configuring <span class=\"ph\">Supplier Lifecycle Operations</span>, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/config-supp-mgmt.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/config-supp-mgmt.html\" class=\"xref\" title=\"Plan and configure your implementation for Supplier Lifecycle Operations.\">Configuring Supplier Lifecycle Operations</a>.</li>\n <li class=\"li\">For more information on configuring <span class=\"ph\">Source-to-Pay Workspace</span>, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/concept/config-acc-pay-mgmt.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/config-acc-pay-mgmt.html\" class=\"xref\" title=\"Plan and configure your implementation for Accounts Payable Operations.\">Configuring Accounts Payable Operations</a>.</li>\n </ul>\n </div>\n <section class=\"section\" id=\"configuring-source-to-pay-ws__section_ub4_t4c_zfc\"><h2 id=\"d102047e101\" class=\"title sectiontitle\">AI search in Source-to-Pay Workspace</h2>\n \n <p class=\"p\">The AI search feature in the Source-to-Pay Workspace and Supplier Collaboration Portal enables users (with admin role and suppliers) to refine searches by filtering their results. You can search for procurement records, supplier\n records, and invoice records. You can choose to show or hide the AI search in your workspace.</p>\n <p class=\"p\">Make record content searchable by configuring an indexed source to add it to the AI Search index. For more information on AI search indexing, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/concept//csh\" href=\"https://servicenow-be-prod.servicenow.com/csh?topicname=overview-ais&version=zurich&pubname=zurich-platform-administration\" class=\"xref\">AI Search</a>.</p>\n <p class=\"p\">Change the general settings to Source-to-Pay Workspace experience in UI Builder to fit the needs of your organization. For example, you can modify the title, description, and path for your workspace experience. Use the Global search\n to show or hide the search functionality in Source-to-Pay Workspace. For more information on global search, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/concept//csh\" href=\"https://servicenow-be-prod.servicenow.com/csh?topicname=workspace-global-search&version=zurich&pubname=zurich-application-development\" class=\"xref\">Display global search in a workspace experience</a>.</p>\n </section>\n </div>\n<nav role=\"navigation\"><dt class=\"ullinks\"></dt><dd class=\"ullinks\"><ul class=\"ullinks\"><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/configuring-kb-publish.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/configuring-kb-publish.html\">Configuring knowledge bases to enable guest users to publish knowledge articles from the Source-to-Pay Workspace</a><p class=\"shortdesc\">Configure knowledge bases so that guest users can publish the created knowledge articles from the <span class=\"ph\">Source-to-Pay Workspace</span>.</p></li></ul></dd></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"><div class=\"col-md-4\"><dt>Related concepts</dt><dd><ul><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/concept/exploring-source-to-pay-operations.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/exploring-source-to-pay-operations.html\" class=\"link\" title=\"Learn about the key features and capabilities of Source-to-Pay Operations.\">Exploring Source-to-Pay Operations Workspace</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/concept/using-source-to-pay-ws.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/using-source-to-pay-ws.html\" class=\"link\" title=\"Procurement specialists, sourcing managers, supplier managers, supplier contacts, accounts payable specialists use the Source-to-Pay Workspace to work on various requests, cases, negotiations, accelerate supplier onboarding, minimize supplier risk, validate invoice processing cases, and maximize productivity.\">Using Source-to-Pay Workspace</a></li></ul></dd></div><div class=\"col-md-4\"><dt>Related reference</dt><dd><ul><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/reference/source-to-pay-ws-reference.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/reference/source-to-pay-ws-reference.html\" class=\"link\" title=\"Reference topics provide additional information about articles, lists and forms that you use in Source-to-Pay Workspace.\">Source-to-Pay Workspace reference</a></li></ul></dd></div></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Configuring Source-to-Pay Workspace Plan and configure your implementation for Source-to-Pay Workspace. * For more information on configuring Sourcing and Procurement Operations, see Configuring Sourcing and Procurement Operations. * For more information on configuring Supplier Lifecycle Operations, see Configuring Supplier Lifecycle Operations. * For more information on configuring Source-to-Pay Workspace, see Configuring Accounts Payable Operations. ## AI search in Source-to-Pay Workspace The AI search feature in the Source-to-Pay Workspace and Supplier Collaboration Portal enables users (with admin role and suppliers) to refine searches by filtering their results. You can search for procurement records, supplier records, and invoice records. You can choose to show or hide the AI search in your workspace. Make record content searchable by configuring an indexed source to add it to the AI Search index. For more information on AI search indexing, see AI Search. Change the general settings to Source-to-Pay Workspace experience in UI Builder to fit the needs of your organization. For example, you can modify the title, description, and path for your workspace experience. Use the Global search to show or hide the search functionality in Source-to-Pay Workspace. For more information on global search, see Display global search in a workspace experience.	--- title: Configuring Source-to-Pay Workspace description: Plan and configure your implementation for Source-to-Pay Workspace. keywords: [] breadcrumbs: - Finance and Supply Chain - Source-to-Pay Operations - Source-to-Pay Workspace --- # Configuring Source-to-Pay Workspace Plan and configure your implementation for Source-to-Pay Workspace. * For more information on configuring Sourcing and Procurement Operations, see Configuring Sourcing and Procurement Operations. * For more information on configuring Supplier Lifecycle Operations, see Configuring Supplier Lifecycle Operations. * For more information on configuring Source-to-Pay Workspace, see Configuring Accounts Payable Operations. ## AI search in Source-to-Pay Workspace The AI search feature in the Source-to-Pay Workspace and Supplier Collaboration Portal enables users (with admin role and suppliers) to refine searches by filtering their results. You can search for procurement records, supplier records, and invoice records. You can choose to show or hide the AI search in your workspace. Make record content searchable by configuring an indexed source to add it to the AI Search index. For more information on AI search indexing, see AI Search. Change the general settings to Source-to-Pay Workspace experience in UI Builder to fit the needs of your organization. For example, you can modify the title, description, and path for your workspace experience. Use the Global search to show or hide the search functionality in Source-to-Pay Workspace. For more information on global search, see Display global search in a workspace experience.
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/exploring-now-assist-apo.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/exploring-now-assist-apo.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/accounts-payable-operations/concept/exploring-now-assist-apo.html	zurich	Exploring Now Assist for Accounts Payable Operations (APO)	With the Now Assist for Accounts Payable Operations (APO) application, an account payable (AP) fulfiller can use generative AI to summarize the details of a case.	[]	[ "Finance and Supply Chain", "Accounts Payable Operations", "Now Assist for Accounts Payable Operations (APO)" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/accounts-payable-operations/concept/exploring-now-assist-apo.html" id="bundle:zurich-source-to-pay-operations/enus/product/accounts-payable-operations/concept/exploring-now-assist-apo.html"><body id="exploring-now-assist-apo"><main role="main"><article role="article" class="dita" id="exploring-now-assist-apo" aria-labelledby="title_exploring-now-assist-apo"> <h1 class="title topictitle1" id="title_exploring-now-assist-apo">Exploring <span class="ph">Now Assist for Accounts Payable Operations (APO)</span></h1> <div class="body conbody"><p class="shortdesc">With the <span class="ph">Now Assist for Accounts Payable Operations (APO)</span> application, an account payable (AP) fulfiller can use generative AI to summarize the details of a case.</p> <section class="section" id="exploring-now-assist-apo__section_frl_sqx_1dc"><h2 id="d202724e47" class="title sectiontitle"><span class="ph"><span class="ph">Now Assist for APO</span></span> overview</h2> <p class="p">Using the summarization capability of the <span class="ph">Now Assist for APO</span> application, an AP fulfiller can auto-map the invoice lines with purchase order lines, get a concise summary of a case quickly, extract invoice details from email and auto-create an invoice processing case.</p> <p class="p">Cases can be complex and a case summary may enable an AP fulfiller to provide a more concise summary.</p> </section> <section class="section" id="exploring-now-assist-apo__section_grl_sqx_1dc"><h2 id="d202724e65" class="title sectiontitle">Skills</h2> <p class="p"><img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/../image/now-assist.png?_LANG=enus" class="image" id="exploring-now-assist-apo__image_clb_ksx_z2c" alt="now assist"/></p> <div class="p">The <span class="ph">Now Assist for APO</span> application includes<ul class="ul" id="exploring-now-assist-apo__ul_i5g_xky_x2c"> <li class="li">The generative AI skills enable an AP fulfiller to extract the details of an invoice case or inquiry case and suggest resolutions.</li> <li class="li">The generative AI skills perform the purchase order line-mapping and enable an AP fulfiller to review the mapping results.</li> </ul></div> <dl class="dl"> <dt class="dt dlterm">Purchase order line mapping</dt> <dd class="dd">Provides AP fulfiller to automatically map the invoice lines with the purchase order lines. <p class="p">The purchase order line-mapping skill generates the invoice line mapping, changes the invoice line status to review mapping state and provokes the fulfiller to manually review the mapping results. After the fulfiller reviews the mapping results, the invoice line status is changed to mapping complete. The purchase order lines mapped using the Now Assist skill are controlled using the APO properties. For more information on the use of purchase order mapping in workspace, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/task/set-apo-properties.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/task/set-apo-properties.html" class="xref" title="Use the APO properties form to set the parameters that control the invoice line mapping, invoice ingestion API and exception management.">Set APO properties</a> and <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/task/how-to-use-playbook.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/task/how-to-use-playbook.html" class="xref" title="Configure a playbook and visualize the step-by-step actions performed by an Accounts Payable specialist while processing an invoice.">Using Playbook in Accounts Payable Operations</a>.</p></dd> <dt class="dt dlterm">Invoice case summarization</dt> <dd class="dd">The summary skill reviews the issue, actions completed, status and next steps. An AP fulfiller can refresh the summary as case updates happen and post the summary to work notes.<p class="p">The invoice case summary displays above the activity stream.</p><p class="p">For invoice processing cases, the summary skill also reviews the invoice status and invoice information located in the applicable document.</p><p class="p">For inquiry cases, the invoice case summarization skill generates a case summary by checking the short description, description, and tasks that were created for the case.</p></dd> <dt class="dt dlterm">Invoice data extraction</dt> <dd class="dd">This skill helps in extracting invoice details from PDFs submitted through email or supplier portal. The digitized invoice is processed within <span class="ph">Accounts Payable Operations</span> automatically. Invoices are extracted in languages (English, Dutch, French, German, Japanese, Italian, Portuguese, Spanish) supported by GPT-4o.<p class="p">With the Invoice data extraction skill, customers can achieve higher invoice extraction accuracy by leveraging GPT-4o and significantly reducing manual effort. Customers are provided with the flexibility of turning on the manual review of extraction results or can let invoice be processed through the workflow automatically without manual review.</p></dd> </dl> </section> </div> </article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Accounts Payable Operations", "topic_id": "product/accounts-payable-operations/concept/acc-pay-mgmt-landing-page.html" }, { "title": "Now Assist for Accounts Payable Operations (APO)", "topic_id": "product/accounts-payable-operations/concept/now-assist-apo.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations\">Zurich Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/finance-supply-chain-landing.html\">Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/acc-pay-mgmt-landing-page.html\">Accounts Payable Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/now-assist-apo.html\">Now Assist for Accounts Payable Operations (APO)</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">Exploring Now Assist for Accounts Payable Operations (APO)</span>", "bundle_id": "zurich-source-to-pay-operations", "bundle_key": 2735, "bundle_landing_page": 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"product/accounts-payable-operations/concept/exploring-now-assist-apo.html", "page_key": 55688002, "preprocessed_PDF": "https://downloads.docs.servicenow.com/pdf/enus/servicenow-yokohama-source-to-pay-operations-enus.pdf", "rating": null, "read_time_data": { "char_count": 2891, "img_count": 1, "read_time": 2, "video_links": [ "" ], "word_count": 425 }, "related_links": [], "search_title": null, "title": "Exploring Now Assist for Accounts Payable Operations (APO)", "topic_cluster": { "clustered_by": { "enabled": true, "primary_key": "versions", "primary_sort": "top-down", "type": "subjecthead" }, "clustered_labels": [ "versions" ], "clustered_topics": [ { "bundle_id": "yokohama-source-to-pay-operations", "clustering_title": "Yokohama", "es_archived_content": false, "page_id": "product/accounts-payable-operations/concept/exploring-now-assist-apo.html" }, { "bundle_id": "xanadu-source-to-pay-operations", "clustering_title": "Xanadu", "es_archived_content": false, "page_id": "product/accounts-payable-operations/concept/exploring-now-assist-apo.html" } ], "clustering_title": "Zurich" }, "topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-source-to-pay-operations/enus/product/accounts-payable-operations/concept/exploring-now-assist-apo.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/accounts-payable-operations/concept/exploring-now-assist-apo.html\"><body id=\"exploring-now-assist-apo\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"exploring-now-assist-apo\" aria-labelledby=\"title_exploring-now-assist-apo\">\n <h1 class=\"title topictitle1\" id=\"title_exploring-now-assist-apo\">Exploring <span class=\"ph\">Now Assist for Accounts Payable Operations (APO)</span></h1>\n \n \n <div class=\"body conbody\"><p class=\"shortdesc\">With the <span class=\"ph\">Now Assist for Accounts Payable Operations (APO)</span> application, an account payable (AP) fulfiller can use generative AI to summarize the details of a case.</p>\n <section class=\"section\" id=\"exploring-now-assist-apo__section_frl_sqx_1dc\"><h2 id=\"d202724e47\" class=\"title sectiontitle\"><span class=\"ph\"><span class=\"ph\">Now Assist for APO</span></span> overview</h2>\n \n <p class=\"p\">Using the summarization capability of the <span class=\"ph\">Now Assist for APO</span> application, an AP fulfiller can auto-map the invoice lines with purchase order lines, get a concise summary of a case quickly, extract invoice details from email and auto-create an invoice processing\n case.</p>\n <p class=\"p\">Cases can be complex and a case summary may enable an AP fulfiller to provide a more concise summary.</p>\n </section>\n <section class=\"section\" id=\"exploring-now-assist-apo__section_grl_sqx_1dc\"><h2 id=\"d202724e65\" class=\"title sectiontitle\">Skills</h2>\n \n <p class=\"p\"><img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/../image/now-assist.png?_LANG=enus\" class=\"image\" id=\"exploring-now-assist-apo__image_clb_ksx_z2c\" alt=\"now assist\"/></p>\n <div class=\"p\">The <span class=\"ph\">Now Assist for APO</span> application includes<ul class=\"ul\" id=\"exploring-now-assist-apo__ul_i5g_xky_x2c\">\n <li class=\"li\">The generative AI skills enable an AP fulfiller to extract the details of an invoice case or inquiry case and suggest resolutions.</li>\n <li class=\"li\">The generative AI skills perform the purchase order line-mapping and enable an AP fulfiller to review the mapping results.</li>\n </ul></div>\n <dl class=\"dl\">\n \n <dt class=\"dt dlterm\">Purchase order line mapping</dt>\n <dd class=\"dd\">Provides AP fulfiller to automatically map the invoice lines with the purchase order lines. <p class=\"p\">The purchase order line-mapping skill generates the invoice line mapping, changes the invoice line status to review mapping state\n and provokes the fulfiller to manually review the mapping results. After the fulfiller reviews the mapping results, the invoice line status is changed to mapping complete. The purchase order lines mapped using the Now Assist\n skill are controlled using the APO properties. For more information on the use of purchase order mapping in workspace, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/task/set-apo-properties.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/task/set-apo-properties.html\" class=\"xref\" title=\"Use the APO properties form to set the parameters that control the invoice line mapping, invoice ingestion API and exception management.\">Set APO properties</a> and <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/task/how-to-use-playbook.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/task/how-to-use-playbook.html\" class=\"xref\" title=\"Configure a playbook and visualize the step-by-step actions performed by an Accounts Payable specialist while processing an invoice.\">Using Playbook in Accounts Payable Operations</a>.</p></dd>\n \n \n <dt class=\"dt dlterm\">Invoice case summarization</dt>\n <dd class=\"dd\">The summary skill reviews the issue, actions completed, status and next steps. An AP fulfiller can refresh the summary as case updates happen and post the summary to work notes.<p class=\"p\">The invoice case summary displays above the\n activity stream.</p><p class=\"p\">For invoice processing cases, the summary skill also reviews the invoice status and invoice information located in the applicable document.</p><p class=\"p\">For inquiry cases, the invoice case summarization skill\n generates a case summary by checking the short description, description, and tasks that were created for the case.</p></dd>\n \n \n <dt class=\"dt dlterm\">Invoice data extraction</dt>\n <dd class=\"dd\">This skill helps in extracting invoice details from PDFs submitted through email or supplier portal. The digitized invoice is processed within <span class=\"ph\">Accounts Payable Operations</span> automatically. Invoices are extracted in languages (English, Dutch, French, German, Japanese, Italian, Portuguese, Spanish) supported by GPT-4o.<p class=\"p\">With the Invoice data extraction skill,\n customers can achieve higher invoice extraction accuracy by leveraging GPT-4o and significantly reducing manual effort. Customers are provided with the flexibility of turning on the manual review of extraction results or can\n let invoice be processed through the workflow automatically without manual review.</p></dd>\n \n </dl>\n </section>\n </div>\n</article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Exploring Now Assist for Accounts Payable Operations (APO) With the Now Assist for Accounts Payable Operations (APO) application, an account payable (AP) fulfiller can use generative AI to summarize the details of a case. ## Now Assist for APO overview Using the summarization capability of the Now Assist for APO application, an AP fulfiller can auto-map the invoice lines with purchase order lines, get a concise summary of a case quickly, extract invoice details from email and auto-create an invoice processing case. Cases can be complex and a case summary may enable an AP fulfiller to provide a more concise summary. ## Skills The Now Assist for APO application includes * The generative AI skills enable an AP fulfiller to extract the details of an invoice case or inquiry case and suggest resolutions. * The generative AI skills perform the purchase order line-mapping and enable an AP fulfiller to review the mapping results. #### Purchase order line mapping Provides AP fulfiller to automatically map the invoice lines with the purchase order lines. The purchase order line-mapping skill generates the invoice line mapping, changes the invoice line status to review mapping state and provokes the fulfiller to manually review the mapping results. After the fulfiller reviews the mapping results, the invoice line status is changed to mapping complete. The purchase order lines mapped using the Now Assist skill are controlled using the APO properties. For more information on the use of purchase order mapping in workspace, see Set APO properties and Using Playbook in Accounts Payable Operations. #### Invoice case summarization The summary skill reviews the issue, actions completed, status and next steps. An AP fulfiller can refresh the summary as case updates happen and post the summary to work notes. The invoice case summary displays above the activity stream. For invoice processing cases, the summary skill also reviews the invoice status and invoice information located in the applicable document. For inquiry cases, the invoice case summarization skill generates a case summary by checking the short description, description, and tasks that were created for the case. #### Invoice data extraction This skill helps in extracting invoice details from PDFs submitted through email or supplier portal. The digitized invoice is processed within Accounts Payable Operations automatically. Invoices are extracted in languages (English, Dutch, French, German, Japanese, Italian, Portuguese, Spanish) supported by GPT-4o. With the Invoice data extraction skill, customers can achieve higher invoice extraction accuracy by leveraging GPT-4o and significantly reducing manual effort. Customers are provided with the flexibility of turning on the manual review of extraction results or can let invoice be processed through the workflow automatically without manual review.	--- title: Exploring Now Assist for Accounts Payable Operations (APO) description: With the Now Assist for Accounts Payable Operations (APO) application, an account payable (AP) fulfiller can use generative AI to summarize the details of a case. keywords: [] breadcrumbs: - Finance and Supply Chain - Accounts Payable Operations - Now Assist for Accounts Payable Operations (APO) --- # Exploring Now Assist for Accounts Payable Operations (APO) With the Now Assist for Accounts Payable Operations (APO) application, an account payable (AP) fulfiller can use generative AI to summarize the details of a case. ## Now Assist for APO overview Using the summarization capability of the Now Assist for APO application, an AP fulfiller can auto-map the invoice lines with purchase order lines, get a concise summary of a case quickly, extract invoice details from email and auto-create an invoice processing case. Cases can be complex and a case summary may enable an AP fulfiller to provide a more concise summary. ## Skills The Now Assist for APO application includes * The generative AI skills enable an AP fulfiller to extract the details of an invoice case or inquiry case and suggest resolutions. * The generative AI skills perform the purchase order line-mapping and enable an AP fulfiller to review the mapping results. #### Purchase order line mapping Provides AP fulfiller to automatically map the invoice lines with the purchase order lines. The purchase order line-mapping skill generates the invoice line mapping, changes the invoice line status to review mapping state and provokes the fulfiller to manually review the mapping results. After the fulfiller reviews the mapping results, the invoice line status is changed to mapping complete. The purchase order lines mapped using the Now Assist skill are controlled using the APO properties. For more information on the use of purchase order mapping in workspace, see Set APO properties and Using Playbook in Accounts Payable Operations. #### Invoice case summarization The summary skill reviews the issue, actions completed, status and next steps. An AP fulfiller can refresh the summary as case updates happen and post the summary to work notes. The invoice case summary displays above the activity stream. For invoice processing cases, the summary skill also reviews the invoice status and invoice information located in the applicable document. For inquiry cases, the invoice case summarization skill generates a case summary by checking the short description, description, and tasks that were created for the case. #### Invoice data extraction This skill helps in extracting invoice details from PDFs submitted through email or supplier portal. The digitized invoice is processed within Accounts Payable Operations automatically. Invoices are extracted in languages (English, Dutch, French, German, Japanese, Italian, Portuguese, Spanish) supported by GPT-4o. With the Invoice data extraction skill, customers can achieve higher invoice extraction accuracy by leveraging GPT-4o and significantly reducing manual effort. Customers are provided with the flexibility of turning on the manual review of extraction results or can let invoice be processed through the workflow automatically without manual review.
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/gloss-group-a-apo.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/gloss-group-a-apo.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/accounts-payable-operations/concept/gloss-group-a-apo.html	zurich	A	Accounts Payable Approval workflow Advanced work assignment for Accounts Payable Operations Agent Workspace Assignment rules	[ "glossary terms" ]	[ "Finance and Supply Chain", "Accounts Payable Operations", "Accounts Payable Operations reference", "Approval Plan form", "Accounts Payable Operations glossary" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/accounts-payable-operations/concept/gloss-group-a-apo.html" id="bundle:zurich-source-to-pay-operations/enus/product/accounts-payable-operations/concept/gloss-group-a-apo.html"><body id="gloss-group-a-apo"><main role="main"><article role="article" class="dita" id="gloss-group-a-apo" aria-labelledby="title_gloss-group-a-apo"> <h1 class="title topictitle1" id="title_gloss-group-a-apo">A</h1> <div class="body conbody"><p class="shortdesc"></p></div> <nav role="navigation"><dt class="ullinks"></dt><dd class="ullinks"><ul class="ullinks"><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="reuse/glossary/A/gloss-accounts-payable.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/reuse/glossary/A/gloss-accounts-payable.html">Accounts Payable</a><p class="shortdesc"></p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="reuse/glossary/A/gloss-approval-workflow-apo.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/reuse/glossary/A/gloss-approval-workflow-apo.html">Approval workflow</a><p class="shortdesc"></p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="reuse/glossary/A/gloss-awa-apo.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/reuse/glossary/A/gloss-awa-apo.html">Advanced work assignment for Accounts Payable Operations</a><p class="shortdesc"></p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="reuse/glossary/A/gloss-agent-workspace.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/reuse/glossary/A/gloss-agent-workspace.html">Agent Workspace</a><p class="shortdesc"></p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="reuse/glossary/A/gloss-assignment-rules-apo.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/reuse/glossary/A/gloss-assignment-rules-apo.html">Assignment rules</a><p class="shortdesc"></p></li></ul></dd></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Accounts Payable Operations", "topic_id": "product/accounts-payable-operations/concept/acc-pay-mgmt-landing-page.html" }, { "title": "Accounts Payable Operations reference", "topic_id": "product/accounts-payable-operations/reference/acc-pay-reference.html" }, { "title": "Approval Plan form", "topic_id": 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href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/reference/acc-pay-reference.html\">Accounts Payable Operations reference</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/reference/approval-plan-form.html\">Approval Plan form</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/apo-glossary.html\">Accounts Payable Operations glossary</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">A</span>", "bundle_id": "zurich-source-to-pay-operations", "bundle_key": 2735, "bundle_landing_page": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html", "bundle_subtitle": null, "bundle_title": "Zurich Finance and Supply Chain", "canonical_link": null, "dates": { "Added on": "2025-08-05T13:11:54.216332Z", "Created on": "2024-11-03T00:00:00Z", "Initial upload": "2025-07-30T22:25:52.095402Z", "Updated on": "2025-07-31T00:00:00Z" }, "dislike_url": "https://servicenow-be-prod.servicenow.com/dislike/55688004", "dislikes": 0, "es_archived_content": false, "is_in_fav": false, "is_liked": null, "is_watched": false, "keywords": [ " zurich glossary terms zurich" ], "labels": [ { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "zurich", "navtitle": "Zurich", "outputclasses": [], "subjectHeadId": "versions", "subjectheadNavtitle": "Versions", "visibility": "show-facet" }, { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "apmgt", "navtitle": "Accounts Payable Operations", "outputclasses": [], "subjectHeadId": "products", "subjectheadNavtitle": "Products", "visibility": "show-facet" } ], "labels_text": "Versions > Zurich; Products > Finance and Supply Chain > Accounts Payable Operations", "like_url": "https://servicenow-be-prod.servicenow.com/like/55688004", "likes": 0, "metadata": { "AI Search": null, "AI Search Assist": null, "Application Insights": null, "Capabilities": null, "Code Signing": null, "Contextual Search": null, "DC.contributor": null, "DC.coverage": null, "DC.creator": "ServiceNow", "DC.date.created": "2024-11-03T17:19:53+05:30", "DC.date.modified": "2025-07-31", "DC.format": "HTML5", "DC.identifier": "gloss-group-a-apo", "DC.language": null, "DC.relation": "../../../product/accounts-payable-operations/concept/apo-glossary.html", "DC.rights.owner": "(C) Copyright 2025", "DC.subject": "glossary terms", "DC.type": "concept", "Data Discovery": null, "Data Policy": null, "Data Privacy": null, "Discovery": null, "External Content for AI Search": null, "Field Administration": null, "Field Normalization": null, "Key Management Framework": null, "Localization Framework": null, "Now Platform": null, "PlatSec": null, "Platform": null, "Platform Administration": null, "Platform Performance": null, "Platform Privacy": null, "Proactive Triggers": null, "Process Optimization": null, "RN doc editing record number": null, "Search Administration": null, "Secrets Management": null, "ServiceNow AI Platform": null, "State Model": null, "Subscription Management": null, "Task Communications Management": null, "Timeline Visualizations": null, "User Administration": null, "User Experience Analytics": null, "Zing": null, "ai-now-assist": null, "app-name": null, "app_route": null, "azureapimanagemen": null, "change-completed": null, "change-item": null, "change-request-id": null, "change-request-reference": null, "com.glide.embedded_help.category": null, "component": null, "copyright": "(C) Copyright 2025", "crossroads": null, "data": null, "description": "Accounts Payable Approval workflow Advanced work assignment for Accounts Payable Operations Agent Workspace Assignment rules", "dominant_bundle": null, "erp-canvas-video": null, "fsm-mobile": null, "fsm-route": null, "fsm-sched-opt": null, "fsm-wrk-order": null, "genai-round-7": null, "generator": "DITA-OT", "glossPartOfSpeech": null, "glossStatus": null, "guided setup": null, "guided tours": null, "keywords": "glossary terms", "min-toc": null, "mini": null, "mini-to truec": null, "mini-toc": null, "mini_toc": null, "minitoc": null, "modification": null, "now-assist-app-gen-video": null, "order": null, "page-type": null, "page-type ": null, "prodname": null, "product": null, "product_name": null, "release": null, "resourceID": null, "roles": null, "route_page": null, "route_params_listId": null, "route_params_table": null, "route_params_type": null, "route_type": null, "setconfigurationproperties": null, "topic": null, "translation-type": "source", "version": null, "workflow": "Creator", "workplace-srvc-delvry-ditamap": null }, "page_id": "product/accounts-payable-operations/concept/gloss-group-a-apo.html", "page_key": 55688004, "preprocessed_PDF": "https://downloads.docs.servicenow.com/pdf/enus/servicenow-yokohama-source-to-pay-operations-enus.pdf", "rating": null, "read_time_data": { "char_count": 124, "img_count": 0, "read_time": 1, "video_links": [ "" ], "word_count": 15 }, "related_links": [], "search_title": null, "title": "A", "topic_cluster": { "clustered_by": { "enabled": true, "primary_key": "versions", "primary_sort": "top-down", "type": "subjecthead" }, "clustered_labels": [ "versions" ], "clustered_topics": [], "clustering_title": "Zurich" }, "topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-source-to-pay-operations/enus/product/accounts-payable-operations/concept/gloss-group-a-apo.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/accounts-payable-operations/concept/gloss-group-a-apo.html\"><body id=\"gloss-group-a-apo\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"gloss-group-a-apo\" aria-labelledby=\"title_gloss-group-a-apo\">\n \n <h1 class=\"title topictitle1\" id=\"title_gloss-group-a-apo\">A</h1>\n \n \n <div class=\"body conbody\"><p class=\"shortdesc\"></p></div>\n<nav role=\"navigation\"><dt class=\"ullinks\"></dt><dd class=\"ullinks\"><ul class=\"ullinks\"><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"reuse/glossary/A/gloss-accounts-payable.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/reuse/glossary/A/gloss-accounts-payable.html\">Accounts Payable</a><p class=\"shortdesc\"></p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"reuse/glossary/A/gloss-approval-workflow-apo.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/reuse/glossary/A/gloss-approval-workflow-apo.html\">Approval workflow</a><p class=\"shortdesc\"></p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"reuse/glossary/A/gloss-awa-apo.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/reuse/glossary/A/gloss-awa-apo.html\">Advanced work assignment for Accounts Payable Operations</a><p class=\"shortdesc\"></p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"reuse/glossary/A/gloss-agent-workspace.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/reuse/glossary/A/gloss-agent-workspace.html\">Agent Workspace</a><p class=\"shortdesc\"></p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"reuse/glossary/A/gloss-assignment-rules-apo.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/reuse/glossary/A/gloss-assignment-rules-apo.html\">Assignment rules</a><p class=\"shortdesc\"></p></li></ul></dd></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# A	--- title: A description: Accounts Payable Approval workflow Advanced work assignment for Accounts Payable Operations Agent Workspace Assignment rules keywords: - glossary terms breadcrumbs: - Finance and Supply Chain - Accounts Payable Operations - Accounts Payable Operations reference - Approval Plan form - Accounts Payable Operations glossary --- # A
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/gloss-group-d-apo.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/gloss-group-d-apo.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/accounts-payable-operations/concept/gloss-group-d-apo.html	zurich	D	Data capture Document intelligence ServiceNow® AI-powered tool for extracting data from invoices. Data security	[ "glossary terms" ]	[ "Finance and Supply Chain", "Accounts Payable Operations", "Accounts Payable Operations reference", "Approval Plan form", "Accounts Payable Operations glossary" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/accounts-payable-operations/concept/gloss-group-d-apo.html" id="bundle:zurich-source-to-pay-operations/enus/product/accounts-payable-operations/concept/gloss-group-d-apo.html"><body id="gloss-group-d-apo"><main role="main"><article role="article" class="dita" id="gloss-group-d-apo" aria-labelledby="title_gloss-group-d-apo"> <h1 class="title topictitle1" id="title_gloss-group-d-apo">D</h1> <div class="body conbody"><p class="shortdesc"></p></div> <nav role="navigation"><dt class="ullinks"></dt><dd class="ullinks"><ul class="ullinks"><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="reuse/glossary/D/gloss-data-capture-apo.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/reuse/glossary/D/gloss-data-capture-apo.html">Data capture</a><p class="shortdesc"></p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="reuse/glossary/D/gloss-doc-intel-apo.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/reuse/glossary/D/gloss-doc-intel-apo.html">Document intelligence</a><p class="shortdesc"><span class="ph">ServiceNow®</span> AI-powered tool for extracting data from invoices.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="reuse/glossary/D/gloss-data-security-apo.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/reuse/glossary/D/gloss-data-security-apo.html">Data security</a><p class="shortdesc"></p></li></ul></dd></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Accounts Payable Operations", "topic_id": "product/accounts-payable-operations/concept/acc-pay-mgmt-landing-page.html" }, { "title": "Accounts Payable Operations reference", "topic_id": "product/accounts-payable-operations/reference/acc-pay-reference.html" }, { "title": "Approval Plan form", "topic_id": "product/accounts-payable-operations/reference/approval-plan-form.html" }, { "title": "Accounts Payable Operations glossary", "topic_id": "product/accounts-payable-operations/concept/apo-glossary.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations\">Zurich Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/finance-supply-chain-landing.html\">Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/acc-pay-mgmt-landing-page.html\">Accounts Payable Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/reference/acc-pay-reference.html\">Accounts Payable Operations reference</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/reference/approval-plan-form.html\">Approval Plan form</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/apo-glossary.html\">Accounts Payable Operations glossary</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">D</span>", "bundle_id": "zurich-source-to-pay-operations", "bundle_key": 2735, "bundle_landing_page": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html", "bundle_subtitle": null, "bundle_title": "Zurich Finance and Supply Chain", "canonical_link": null, "dates": { "Added on": "2025-08-05T13:11:54.216332Z", "Created on": "2024-11-04T00:00:00Z", "Initial upload": "2025-07-30T22:25:52.095402Z", "Updated on": "2025-07-31T00:00:00Z" }, "dislike_url": "https://servicenow-be-prod.servicenow.com/dislike/55688005", "dislikes": 0, "es_archived_content": false, "is_in_fav": false, "is_liked": null, "is_watched": false, "keywords": [ " zurich glossary terms zurich" ], "labels": [ { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "zurich", "navtitle": "Zurich", "outputclasses": [], "subjectHeadId": "versions", "subjectheadNavtitle": "Versions", "visibility": "show-facet" }, { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "apmgt", "navtitle": "Accounts Payable Operations", "outputclasses": [], "subjectHeadId": "products", "subjectheadNavtitle": "Products", "visibility": "show-facet" } ], "labels_text": "Versions > Zurich; Products > Finance and Supply Chain > Accounts Payable Operations", "like_url": "https://servicenow-be-prod.servicenow.com/like/55688005", "likes": 0, "metadata": { "AI Search": null, "AI Search Assist": null, "Application Insights": null, "Capabilities": null, "Code Signing": null, "Contextual Search": null, "DC.contributor": null, "DC.coverage": null, "DC.creator": "ServiceNow", "DC.date.created": "2024-11-04T05:07:34+05:30", "DC.date.modified": "2025-07-31", "DC.format": "HTML5", "DC.identifier": "gloss-group-d-apo", "DC.language": null, "DC.relation": "../../../product/accounts-payable-operations/concept/apo-glossary.html", "DC.rights.owner": "(C) Copyright 2025", "DC.subject": "glossary terms", "DC.type": "concept", "Data Discovery": null, "Data Policy": null, "Data Privacy": null, "Discovery": null, "External Content for AI Search": null, "Field Administration": null, "Field Normalization": null, "Key Management Framework": null, "Localization Framework": null, "Now Platform": null, "PlatSec": null, "Platform": null, "Platform Administration": null, "Platform Performance": null, "Platform Privacy": null, "Proactive Triggers": null, "Process Optimization": null, "RN doc editing record number": null, "Search Administration": null, "Secrets Management": null, "ServiceNow AI Platform": null, "State Model": null, "Subscription Management": null, "Task Communications Management": null, "Timeline Visualizations": null, "User Administration": null, "User Experience Analytics": null, "Zing": null, "ai-now-assist": null, "app-name": null, "app_route": null, "azureapimanagemen": null, "change-completed": null, "change-item": null, "change-request-id": null, "change-request-reference": null, "com.glide.embedded_help.category": null, "component": null, "copyright": "(C) Copyright 2025", "crossroads": null, "data": null, "description": "Data capture Document intelligence ServiceNow® AI-powered tool for extracting data from invoices. Data security", "dominant_bundle": null, "erp-canvas-video": null, "fsm-mobile": null, "fsm-route": null, "fsm-sched-opt": null, "fsm-wrk-order": null, "genai-round-7": null, "generator": "DITA-OT", "glossPartOfSpeech": null, "glossStatus": null, "guided setup": null, "guided tours": null, "keywords": "glossary terms", "min-toc": null, "mini": null, "mini-to truec": null, "mini-toc": null, "mini_toc": null, "minitoc": null, "modification": null, "now-assist-app-gen-video": null, "order": null, "page-type": null, "page-type ": null, "prodname": null, "product": null, "product_name": null, "release": null, "resourceID": null, "roles": null, "route_page": null, "route_params_listId": null, "route_params_table": null, "route_params_type": null, "route_type": null, "setconfigurationproperties": null, "topic": null, "translation-type": "source", "version": null, "workflow": "Creator", "workplace-srvc-delvry-ditamap": null }, "page_id": "product/accounts-payable-operations/concept/gloss-group-d-apo.html", "page_key": 55688005, "preprocessed_PDF": "https://downloads.docs.servicenow.com/pdf/enus/servicenow-yokohama-source-to-pay-operations-enus.pdf", "rating": null, "read_time_data": { "char_count": 111, "img_count": 0, "read_time": 1, "video_links": [ "" ], "word_count": 14 }, "related_links": [], "search_title": null, "title": "D", "topic_cluster": { "clustered_by": { "enabled": true, "primary_key": "versions", "primary_sort": "top-down", "type": "subjecthead" }, "clustered_labels": [ "versions" ], "clustered_topics": [], "clustering_title": "Zurich" }, "topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-source-to-pay-operations/enus/product/accounts-payable-operations/concept/gloss-group-d-apo.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/accounts-payable-operations/concept/gloss-group-d-apo.html\"><body id=\"gloss-group-d-apo\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"gloss-group-d-apo\" aria-labelledby=\"title_gloss-group-d-apo\">\n \n <h1 class=\"title topictitle1\" id=\"title_gloss-group-d-apo\">D</h1>\n \n \n <div class=\"body conbody\"><p class=\"shortdesc\"></p></div>\n<nav role=\"navigation\"><dt class=\"ullinks\"></dt><dd class=\"ullinks\"><ul class=\"ullinks\"><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"reuse/glossary/D/gloss-data-capture-apo.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/reuse/glossary/D/gloss-data-capture-apo.html\">Data capture</a><p class=\"shortdesc\"></p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"reuse/glossary/D/gloss-doc-intel-apo.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/reuse/glossary/D/gloss-doc-intel-apo.html\">Document intelligence</a><p class=\"shortdesc\"><span class=\"ph\">ServiceNow®</span> AI-powered tool for extracting data from invoices.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"reuse/glossary/D/gloss-data-security-apo.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/reuse/glossary/D/gloss-data-security-apo.html\">Data security</a><p class=\"shortdesc\"></p></li></ul></dd></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# D	--- title: D description: "Data capture Document intelligence ServiceNow\xAE AI-powered tool for\ \ extracting data from invoices. Data security" keywords: - glossary terms breadcrumbs: - Finance and Supply Chain - Accounts Payable Operations - Accounts Payable Operations reference - Approval Plan form - Accounts Payable Operations glossary --- # D
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/gloss-group-e-apo.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/gloss-group-e-apo.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/accounts-payable-operations/concept/gloss-group-e-apo.html	zurich	E	Enterprise resource planning systems Exception management	[ "glossary terms" ]	[ "Finance and Supply Chain", "Accounts Payable Operations", "Accounts Payable Operations reference", "Approval Plan form", "Accounts Payable Operations glossary" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/accounts-payable-operations/concept/gloss-group-e-apo.html" id="bundle:zurich-source-to-pay-operations/enus/product/accounts-payable-operations/concept/gloss-group-e-apo.html"><body id="gloss-group-e-apo"><main role="main"><article role="article" class="dita" id="gloss-group-e-apo" aria-labelledby="title_gloss-group-e-apo"> <h1 class="title topictitle1" id="title_gloss-group-e-apo">E</h1> <div class="body conbody"><p class="shortdesc"></p></div> <nav role="navigation"><dt class="ullinks"></dt><dd class="ullinks"><ul class="ullinks"><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="reuse/glossary/E/gloss-erp-system-apo.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/reuse/glossary/E/gloss-erp-system-apo.html">Enterprise resource planning systems</a><p class="shortdesc"></p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="reuse/glossary/E/gloss-exception-manage-apo.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/reuse/glossary/E/gloss-exception-manage-apo.html">Exception management</a><p class="shortdesc"></p></li></ul></dd></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Accounts Payable Operations", "topic_id": "product/accounts-payable-operations/concept/acc-pay-mgmt-landing-page.html" }, { "title": "Accounts Payable Operations reference", "topic_id": "product/accounts-payable-operations/reference/acc-pay-reference.html" }, { "title": "Approval Plan form", "topic_id": "product/accounts-payable-operations/reference/approval-plan-form.html" }, { "title": "Accounts Payable Operations glossary", "topic_id": "product/accounts-payable-operations/concept/apo-glossary.html" } ], "breadcrumbs_html": "<a 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href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/reference/approval-plan-form.html\">Approval Plan form</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/apo-glossary.html\">Accounts Payable Operations glossary</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">E</span>", "bundle_id": "zurich-source-to-pay-operations", "bundle_key": 2735, "bundle_landing_page": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html", "bundle_subtitle": null, "bundle_title": "Zurich Finance and Supply Chain", "canonical_link": null, "dates": { "Added on": "2025-08-05T13:11:54.216332Z", "Created on": "2024-11-04T00:00:00Z", "Initial upload": "2025-07-30T22:25:52.095402Z", "Updated on": "2025-07-31T00:00:00Z" }, "dislike_url": 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"clustered_by": { "enabled": true, "primary_key": "versions", "primary_sort": "top-down", "type": "subjecthead" }, "clustered_labels": [ "versions" ], "clustered_topics": [], "clustering_title": "Zurich" }, "topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-source-to-pay-operations/enus/product/accounts-payable-operations/concept/gloss-group-e-apo.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/accounts-payable-operations/concept/gloss-group-e-apo.html\"><body id=\"gloss-group-e-apo\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"gloss-group-e-apo\" aria-labelledby=\"title_gloss-group-e-apo\">\n \n <h1 class=\"title topictitle1\" id=\"title_gloss-group-e-apo\">E</h1>\n \n \n <div class=\"body conbody\"><p class=\"shortdesc\"></p></div>\n<nav role=\"navigation\"><dt class=\"ullinks\"></dt><dd class=\"ullinks\"><ul class=\"ullinks\"><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"reuse/glossary/E/gloss-erp-system-apo.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/reuse/glossary/E/gloss-erp-system-apo.html\">Enterprise resource planning systems</a><p class=\"shortdesc\"></p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"reuse/glossary/E/gloss-exception-manage-apo.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/reuse/glossary/E/gloss-exception-manage-apo.html\">Exception management</a><p class=\"shortdesc\"></p></li></ul></dd></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# E	--- title: E description: Enterprise resource planning systems Exception management keywords: - glossary terms breadcrumbs: - Finance and Supply Chain - Accounts Payable Operations - Accounts Payable Operations reference - Approval Plan form - Accounts Payable Operations glossary --- # E
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/gloss-group-i-apo.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/gloss-group-i-apo.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/accounts-payable-operations/concept/gloss-group-i-apo.html	zurich	I	Invoice approval Invoice exception Invoice ingestion Invoice processing	[ "glossary terms" ]	[ "Finance and Supply Chain", "Accounts Payable Operations", "Accounts Payable Operations reference", "Approval Plan form", "Accounts Payable Operations glossary" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/accounts-payable-operations/concept/gloss-group-i-apo.html" id="bundle:zurich-source-to-pay-operations/enus/product/accounts-payable-operations/concept/gloss-group-i-apo.html"><body id="gloss-group-i-apo"><main role="main"><article role="article" class="dita" id="gloss-group-i-apo" aria-labelledby="title_gloss-group-i-apo"> <h1 class="title topictitle1" id="title_gloss-group-i-apo">I</h1> <div class="body conbody"><p class="shortdesc"></p></div> <nav role="navigation"><dt class="ullinks"></dt><dd class="ullinks"><ul class="ullinks"><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="reuse/glossary/I/gloss-invoice-approval-apo.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/reuse/glossary/I/gloss-invoice-approval-apo.html">Invoice approval</a><p class="shortdesc"></p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="reuse/glossary/I/gloss-invoice-exception-apo.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/reuse/glossary/I/gloss-invoice-exception-apo.html">Invoice exception</a><p class="shortdesc"></p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="reuse/glossary/I/gloss-invoice-ingestion.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/reuse/glossary/I/gloss-invoice-ingestion.html">Invoice ingestion</a><p class="shortdesc"></p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="reuse/glossary/I/gloss-invoice-process-apo.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/reuse/glossary/I/gloss-invoice-process-apo.html">Invoice processing</a><p class="shortdesc"></p></li></ul></dd></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Accounts Payable Operations", "topic_id": "product/accounts-payable-operations/concept/acc-pay-mgmt-landing-page.html" }, { "title": "Accounts Payable Operations reference", "topic_id": "product/accounts-payable-operations/reference/acc-pay-reference.html" }, { "title": "Approval Plan form", "topic_id": "product/accounts-payable-operations/reference/approval-plan-form.html" }, { "title": "Accounts Payable Operations glossary", "topic_id": "product/accounts-payable-operations/concept/apo-glossary.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations\">Zurich Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/finance-supply-chain-landing.html\">Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/acc-pay-mgmt-landing-page.html\">Accounts Payable Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/reference/acc-pay-reference.html\">Accounts Payable Operations reference</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/reference/approval-plan-form.html\">Approval Plan form</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/apo-glossary.html\">Accounts Payable Operations glossary</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">I</span>", "bundle_id": "zurich-source-to-pay-operations", "bundle_key": 2735, "bundle_landing_page": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html", "bundle_subtitle": null, "bundle_title": "Zurich Finance and Supply Chain", "canonical_link": null, "dates": { "Added on": "2025-08-05T13:11:54.216332Z", "Created on": "2024-11-04T00:00:00Z", "Initial upload": "2025-07-30T22:25:52.095402Z", "Updated on": "2025-07-31T00:00:00Z" }, "dislike_url": "https://servicenow-be-prod.servicenow.com/dislike/55688007", "dislikes": 0, "es_archived_content": false, "is_in_fav": false, "is_liked": null, "is_watched": false, "keywords": [ " zurich glossary terms zurich" ], 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"product_name": null, "release": null, "resourceID": null, "roles": null, "route_page": null, "route_params_listId": null, "route_params_table": null, "route_params_type": null, "route_type": null, "setconfigurationproperties": null, "topic": null, "translation-type": "source", "version": null, "workflow": "Creator", "workplace-srvc-delvry-ditamap": null }, "page_id": "product/accounts-payable-operations/concept/gloss-group-i-apo.html", "page_key": 55688007, "preprocessed_PDF": "https://downloads.docs.servicenow.com/pdf/enus/servicenow-yokohama-source-to-pay-operations-enus.pdf", "rating": null, "read_time_data": { "char_count": 71, "img_count": 0, "read_time": 1, "video_links": [ "" ], "word_count": 8 }, "related_links": [], "search_title": null, "title": "I", "topic_cluster": { "clustered_by": { "enabled": true, "primary_key": "versions", "primary_sort": "top-down", "type": "subjecthead" }, "clustered_labels": [ "versions" ], "clustered_topics": [], "clustering_title": "Zurich" }, "topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-source-to-pay-operations/enus/product/accounts-payable-operations/concept/gloss-group-i-apo.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/accounts-payable-operations/concept/gloss-group-i-apo.html\"><body id=\"gloss-group-i-apo\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"gloss-group-i-apo\" aria-labelledby=\"title_gloss-group-i-apo\">\n \n <h1 class=\"title topictitle1\" id=\"title_gloss-group-i-apo\">I</h1>\n \n \n <div class=\"body conbody\"><p class=\"shortdesc\"></p></div>\n<nav role=\"navigation\"><dt class=\"ullinks\"></dt><dd class=\"ullinks\"><ul class=\"ullinks\"><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"reuse/glossary/I/gloss-invoice-approval-apo.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/reuse/glossary/I/gloss-invoice-approval-apo.html\">Invoice approval</a><p class=\"shortdesc\"></p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"reuse/glossary/I/gloss-invoice-exception-apo.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/reuse/glossary/I/gloss-invoice-exception-apo.html\">Invoice exception</a><p class=\"shortdesc\"></p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"reuse/glossary/I/gloss-invoice-ingestion.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/reuse/glossary/I/gloss-invoice-ingestion.html\">Invoice ingestion</a><p class=\"shortdesc\"></p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"reuse/glossary/I/gloss-invoice-process-apo.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/reuse/glossary/I/gloss-invoice-process-apo.html\">Invoice processing</a><p class=\"shortdesc\"></p></li></ul></dd></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# I	--- title: I description: Invoice approval Invoice exception Invoice ingestion Invoice processing keywords: - glossary terms breadcrumbs: - Finance and Supply Chain - Accounts Payable Operations - Accounts Payable Operations reference - Approval Plan form - Accounts Payable Operations glossary --- # I
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Payable Operations glossary</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">W</span>", "bundle_id": "zurich-source-to-pay-operations", "bundle_key": 2735, "bundle_landing_page": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html", "bundle_subtitle": null, "bundle_title": "Zurich Finance and Supply Chain", "canonical_link": null, "dates": { "Added on": "2025-08-05T13:11:54.216332Z", "Created on": "2024-11-04T00:00:00Z", "Initial upload": "2025-07-30T22:25:52.095402Z", "Updated on": "2025-07-31T00:00:00Z" }, "dislike_url": "https://servicenow-be-prod.servicenow.com/dislike/55688012", "dislikes": 0, "es_archived_content": false, "is_in_fav": false, "is_liked": null, "is_watched": false, "keywords": [ " zurich glossary terms zurich" ], "labels": [ { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "zurich", "navtitle": "Zurich", "outputclasses": [], "subjectHeadId": "versions", "subjectheadNavtitle": "Versions", 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"change-request-reference": null, "com.glide.embedded_help.category": null, "component": null, "copyright": "(C) Copyright 2025", "crossroads": null, "data": null, "description": "Work item queue", "dominant_bundle": null, "erp-canvas-video": null, "fsm-mobile": null, "fsm-route": null, "fsm-sched-opt": null, "fsm-wrk-order": null, "genai-round-7": null, "generator": "DITA-OT", "glossPartOfSpeech": null, "glossStatus": null, "guided setup": null, "guided tours": null, "keywords": "glossary terms", "min-toc": null, "mini": null, "mini-to truec": null, "mini-toc": null, "mini_toc": null, "minitoc": null, "modification": null, "now-assist-app-gen-video": null, "order": null, "page-type": null, "page-type ": null, "prodname": null, "product": null, "product_name": null, "release": null, "resourceID": null, "roles": null, "route_page": null, "route_params_listId": null, "route_params_table": null, "route_params_type": null, "route_type": null, "setconfigurationproperties": null, "topic": null, "translation-type": "source", "version": null, "workflow": "Creator", "workplace-srvc-delvry-ditamap": null }, "page_id": "product/accounts-payable-operations/concept/gloss-group-w-apo.html", "page_key": 55688012, "preprocessed_PDF": "https://downloads.docs.servicenow.com/pdf/enus/servicenow-yokohama-source-to-pay-operations-enus.pdf", "rating": null, "read_time_data": { "char_count": 15, "img_count": 0, "read_time": 0, "video_links": [ "" ], "word_count": 3 }, "related_links": [], "search_title": null, "title": "W", "topic_cluster": { "clustered_by": { "enabled": true, "primary_key": "versions", "primary_sort": "top-down", "type": "subjecthead" }, "clustered_labels": [ "versions" ], "clustered_topics": [], "clustering_title": "Zurich" }, "topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-source-to-pay-operations/enus/product/accounts-payable-operations/concept/gloss-group-w-apo.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/accounts-payable-operations/concept/gloss-group-w-apo.html\"><body id=\"gloss-group-w-apo\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"gloss-group-w-apo\" aria-labelledby=\"title_gloss-group-w-apo\">\n \n <h1 class=\"title topictitle1\" id=\"title_gloss-group-w-apo\">W</h1>\n \n \n <div class=\"body conbody\"><p class=\"shortdesc\"></p></div>\n<nav role=\"navigation\"><dt class=\"ullinks\"></dt><dd class=\"ullinks\"><ul class=\"ullinks\"><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"reuse/glossary/W/gloss-work-item-queue-apo.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/reuse/glossary/W/gloss-work-item-queue-apo.html\">Work item queue</a><p class=\"shortdesc\"></p></li></ul></dd></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# W	--- title: W description: Work item queue keywords: - glossary terms breadcrumbs: - Finance and Supply Chain - Accounts Payable Operations - Accounts Payable Operations reference - Approval Plan form - Accounts Payable Operations glossary --- # W
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/integrate-apo.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/integrate-apo.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/accounts-payable-operations/concept/integrate-apo.html	zurich	Integrating APO with other applications	Extend the capabilities of Accounts Payable Operations by integrating with other applications.	[]	[ "Finance and Supply Chain", "Accounts Payable Operations" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/accounts-payable-operations/concept/integrate-apo.html" id="bundle:zurich-source-to-pay-operations/enus/product/accounts-payable-operations/concept/integrate-apo.html"><body id="integrate-apo"><main role="main"><article role="article" class="dita" id="integrate-apo" aria-labelledby="title_integrate-apo"> <h1 class="title topictitle1" id="title_integrate-apo">Integrating <span class="ph">APO</span> with other applications</h1> <div class="body conbody"><p class="shortdesc">Extend the capabilities of Accounts Payable Operations by integrating with other applications.</p> <ul class="ul" id="integrate-apo__ul_arz_3j1_xfc"> <li class="li"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/concept/using-integration-to-create-invoice.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/using-integration-to-create-invoice.html" class="xref" title="Invoice integration facilitates inbound and outbound integration with third party applications or any external systems into the ServiceNow application.">Accounts Payable Operations integration framework</a></li> <li class="li"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/concept/apo-integration-with-itam.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/apo-integration-with-itam.html" class="xref" title="The integration of IT Asset Management (com.snc.sn_spend_asset) with Sourcing and Procurement Operation enhances exception handling for ITAM-driven purchase order invoices in Accounts Payable Operations APO (app-spend-itam), enhancing accurate routing and faster resolution while improving overall operational efficiency.">IT Asset Management purchase order invoice processing</a></li> </ul> </div> </article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Accounts Payable Operations", "topic_id": "product/accounts-payable-operations/concept/acc-pay-mgmt-landing-page.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations\">Zurich Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/finance-supply-chain-landing.html\">Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/acc-pay-mgmt-landing-page.html\">Accounts Payable Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">Integrating APO with other applications</span>", "bundle_id": "zurich-source-to-pay-operations", "bundle_key": 2735, "bundle_landing_page": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html", "bundle_subtitle": null, "bundle_title": "Zurich Finance and Supply Chain", "canonical_link": null, "dates": { "Added on": "2025-08-05T13:11:54.216332Z", "Created on": "2024-07-24T00:00:00Z", "Initial upload": "2025-07-30T22:25:52.095402Z", "Updated on": "2025-07-31T00:00:00Z" }, "dislike_url": "https://servicenow-be-prod.servicenow.com/dislike/55688015", "dislikes": 0, "es_archived_content": false, "is_in_fav": false, "is_liked": null, "is_watched": 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conbody\"><p class=\"shortdesc\">Extend the capabilities of Accounts Payable Operations by integrating with other applications.</p>\n <ul class=\"ul\" id=\"integrate-apo__ul_arz_3j1_xfc\">\n <li class=\"li\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/concept/using-integration-to-create-invoice.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/using-integration-to-create-invoice.html\" class=\"xref\" title=\"Invoice integration facilitates inbound and outbound integration with third party applications or any external systems into the ServiceNow application.\">Accounts Payable Operations integration framework</a></li>\n <li class=\"li\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/concept/apo-integration-with-itam.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/apo-integration-with-itam.html\" class=\"xref\" title=\"The integration of IT Asset Management (com.snc.sn_spend_asset) with Sourcing and Procurement Operation enhances exception handling for ITAM-driven purchase order invoices in Accounts Payable Operations APO (app-spend-itam), enhancing accurate routing and faster resolution while improving overall operational efficiency.\">IT Asset Management purchase order invoice processing</a></li>\n </ul>\n </div>\n</article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Integrating APO with other applications Extend the capabilities of Accounts Payable Operations by integrating with other applications. * Accounts Payable Operations integration framework * IT Asset Management purchase order invoice processing	--- title: Integrating APO with other applications description: Extend the capabilities of Accounts Payable Operations by integrating with other applications. keywords: [] breadcrumbs: - Finance and Supply Chain - Accounts Payable Operations --- # Integrating APO with other applications Extend the capabilities of Accounts Payable Operations by integrating with other applications. * Accounts Payable Operations integration framework * IT Asset Management purchase order invoice processing
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/task/configure-di-using-now-assis.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/task/configure-di-using-now-assis.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/accounts-payable-operations/task/configure-di-using-now-assis.html	zurich	Configure Document Intelligence using Now Assist for Accounts Payable Operations (APO)	Configure Document Intelligence using Now Assist skill in Accounts Payable Operations.	[]	[ "Finance and Supply Chain", "Accounts Payable Operations", "Now Assist for Accounts Payable Operations (APO)", "Configure Now Assist for Accounts Payable Operations (APO)" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/accounts-payable-operations/task/configure-di-using-now-assis.html" id="bundle:zurich-source-to-pay-operations/enus/product/accounts-payable-operations/task/configure-di-using-now-assis.html"><body id="configure-di-using-now-assis"><main role="main"><article role="article" class="dita" id="configure-di-using-now-assis" aria-labelledby="title_configure-di-using-now-assis"> <h1 class="title topictitle1" id="title_configure-di-using-now-assis">Configure <span class="ph">Document Intelligence</span> using <span class="ph">Now Assist for Accounts Payable Operations (APO)</span></h1> <div class="body taskbody"><p class="shortdesc">Configure <span class="ph">Document Intelligence</span> using Now Assist skill in <span class="ph">Accounts Payable Operations</span>.</p> <section class="section prereq" id="configure-di-using-now-assis__task-prereq"><div class="tasklabel"><p class="sectiontitle tasklabel">Before you begin</p></div> <p class="p">Role required: admin</p> <p class="p">Scope: Accounts Payable Operations with Document Intelligence.</p> </section> <section><div class="tasklabel"><p class="sectiontitle tasklabel">Procedure</p></div><ol class="ol steps"><li class="li step stepexpand"> <span class="ph cmd">Navigate to <span class="ph menucascade"><span class="ph uicontrol">All</span><abbr> > </abbr><span class="ph uicontrol">Now Assist Admin</span><abbr> > </abbr><span class="ph uicontrol">Features</span></span> to access the <span class="ph uicontrol">Now Assist Features</span> tab of the <span class="ph">Now Assist Admin</span> console.</span> </li><li class="li step stepexpand"> <span class="ph cmd">In the workflow group, select > <span class="ph menucascade"><span class="ph uicontrol">Finance and Supply Chain</span><abbr> > </abbr><span class="ph uicontrol">Accounts Payable Operations</span><abbr> > </abbr><span class="ph uicontrol">Invoice data extraction</span></span> to view the skills for the <span class="ph">APO</span> features.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Review and <span class="ph uicontrol">Activate</span> the skill.</span> <div class="itemgroup info">The <span class="ph uicontrol">Invoice processing - Gen AI</span> use case is provided as out of the box within the skill.</div> </li><li class="li step stepexpand"> <span class="ph cmd">Select <span class="ph uicontrol">Invoice processing - Gen AI</span> use case.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Select <span class="ph uicontrol">Make copy</span>.<img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/task/../image/doc-intel-na.png?_LANG=enus" class="image" id="configure-di-using-now-assis__image_s2c_t35_bgc" alt="Invoice data extraction"/></span> <div class="itemgroup info">The use case is copied as XXX Invoice processing - Gen AI. When you copy the Gen AI use case from the Now Assist Admin console, the <span class="ph uicontrol">DocIntel Extract Values Flow - copied Gen AI use case - Invoice Processing- Gen AI Integration</span> flow is automatically created in the flow designer. For more information on the Gen AI flow, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/task/configure-gen-ai-di-flow.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/task/configure-gen-ai-di-flow.html" class="xref" title="Configure the newly created DocIntel Extract Values Flow - copied use case - Invoice Processing- GenAI Integration flow to add the missing information by referring to the default DocIntel Extract Values Flow - Invoice Processing - Gen AI - Invoice Processing - Gen AI Integration flow.">Configure the generative AI DocIntel flow</a>.<img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/task/../image/extraction-use-case-di.png?_LANG=enus" class="image" id="configure-di-using-now-assis__image_www_5j5_bgc" alt="Extraction use case"/></div> </li><li class="li step stepexpand"> <span class="ph cmd">Select <span class="ph uicontrol">Save</span>><span class="ph uicontrol">Continue</span>.</span> </li><li class="li step stepexpand"> <span class="ph cmd">In the <span class="ph uicontrol">Review and activate</span> section, select <span class="ph uicontrol">Activate</span>.</span> <div class="itemgroup info">The <span class="ph uicontrol">Invoice data extraction</span> skill is activated successfully. Configure the copied use case in the invoice ingestion flows using Accounts Payable Operations integration with Document Intelligence. For more information see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/concept/config-apo-docintel-integration.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/config-apo-docintel-integration.html" class="xref" title="Configure Accounts Payable Operations integration with Document Intelligence to automatically create an invoice processing case and extract the required data from an invoice attachment received via email.">Configuring the invoice ingestion flows using Accounts Payable Operations integration with Document Intelligence</a></div> <div class="itemgroup stepresult">The invoice processing using <span class="ph">Document Intelligence</span> can be performed.</div> </li></ol></section> </div> </article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Accounts Payable Operations", "topic_id": "product/accounts-payable-operations/concept/acc-pay-mgmt-landing-page.html" }, { "title": "Now Assist for Accounts Payable Operations (APO)", "topic_id": "product/accounts-payable-operations/concept/now-assist-apo.html" }, { "title": "Configure Now Assist for Accounts Payable Operations (APO)", "topic_id": "product/accounts-payable-operations/task/configuring-now-assist-apo.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations\">Zurich Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/finance-supply-chain-landing.html\">Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/acc-pay-mgmt-landing-page.html\">Accounts Payable Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/now-assist-apo.html\">Now Assist for Accounts Payable Operations (APO)</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/task/configuring-now-assist-apo.html\">Configure Now Assist for Accounts Payable Operations (APO)</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">Configure Document Intelligence using Now Assist for Accounts Payable Operations (APO)</span>", "bundle_id": "zurich-source-to-pay-operations", "bundle_key": 2735, "bundle_landing_page": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html", "bundle_subtitle": null, "bundle_title": "Zurich Finance and Supply Chain", "canonical_link": null, "dates": { "Added on": "2025-08-05T13:11:54.216332Z", "Created on": "2025-07-23T00:00:00Z", "Initial upload": "2025-07-30T22:25:52.095402Z", "Updated on": "2025-07-31T00:00:00Z" }, "dislike_url": "https://servicenow-be-prod.servicenow.com/dislike/55688125", "dislikes": 0, "es_archived_content": false, "is_in_fav": false, "is_liked": null, "is_watched": false, "keywords": [ " zurich zurich" ], "labels": [ { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "zurich", "navtitle": "Zurich", "outputclasses": [], "subjectHeadId": "versions", "subjectheadNavtitle": "Versions", "visibility": "show-facet" }, { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "apmgt", "navtitle": "Accounts Payable 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"product/accounts-payable-operations/task/configure-di-using-now-assis.html", "page_key": 55688125, "preprocessed_PDF": "https://downloads.docs.servicenow.com/pdf/enus/servicenow-yokohama-source-to-pay-operations-enus.pdf", "rating": null, "read_time_data": { "char_count": 1547, "img_count": 2, "read_time": 2, "video_links": [ "" ], "word_count": 242 }, "related_links": [], "search_title": null, "title": "Configure Document Intelligence using Now Assist for Accounts Payable Operations (APO)", "topic_cluster": { "clustered_by": { "enabled": true, "primary_key": "versions", "primary_sort": "top-down", "type": "subjecthead" }, "clustered_labels": [ "versions" ], "clustered_topics": [ { "bundle_id": "yokohama-source-to-pay-operations", "clustering_title": "Yokohama", "es_archived_content": false, "page_id": "product/accounts-payable-operations/task/configure-di-using-now-assis.html" } ], "clustering_title": "Zurich" }, "topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-source-to-pay-operations/enus/product/accounts-payable-operations/task/configure-di-using-now-assis.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/accounts-payable-operations/task/configure-di-using-now-assis.html\"><body id=\"configure-di-using-now-assis\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"configure-di-using-now-assis\" aria-labelledby=\"title_configure-di-using-now-assis\">\n <h1 class=\"title topictitle1\" id=\"title_configure-di-using-now-assis\">Configure <span class=\"ph\">Document Intelligence</span> using <span class=\"ph\">Now Assist for Accounts Payable Operations (APO)</span></h1>\n \n \n <div class=\"body taskbody\"><p class=\"shortdesc\">Configure <span class=\"ph\">Document Intelligence</span> using Now Assist skill in <span class=\"ph\">Accounts Payable Operations</span>.</p>\n <section class=\"section prereq\" id=\"configure-di-using-now-assis__task-prereq\"><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">Before you begin</p></div>\n <p class=\"p\">Role required: admin</p>\n <p class=\"p\">Scope: Accounts Payable Operations with Document Intelligence.</p>\n </section>\n <section><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">Procedure</p></div><ol class=\"ol steps\"><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Navigate to <span class=\"ph menucascade\"><span class=\"ph uicontrol\">All</span><abbr> > </abbr><span class=\"ph uicontrol\">Now Assist Admin</span><abbr> > </abbr><span class=\"ph uicontrol\">Features</span></span> to access the <span class=\"ph uicontrol\">Now Assist Features</span> tab of the <span class=\"ph\">Now Assist Admin</span> console.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">In the workflow group, select > <span class=\"ph menucascade\"><span class=\"ph uicontrol\">Finance and Supply Chain</span><abbr> > </abbr><span class=\"ph uicontrol\">Accounts Payable Operations</span><abbr> > </abbr><span class=\"ph uicontrol\">Invoice data extraction</span></span> to view the skills for the <span class=\"ph\">APO</span> features.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Review and <span class=\"ph uicontrol\">Activate</span> the skill.</span>\n <div class=\"itemgroup info\">The <span class=\"ph uicontrol\">Invoice processing - Gen AI</span> use case is provided as out of the box within the skill.</div>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select <span class=\"ph uicontrol\">Invoice processing - Gen AI</span> use case.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select <span class=\"ph uicontrol\">Make copy</span>.<img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/task/../image/doc-intel-na.png?_LANG=enus\" class=\"image\" id=\"configure-di-using-now-assis__image_s2c_t35_bgc\" alt=\"Invoice data extraction\"/></span>\n <div class=\"itemgroup info\">The use case is copied as XXX Invoice processing - Gen AI. When you copy the Gen AI use case from the Now Assist Admin console, the <span class=\"ph uicontrol\">DocIntel Extract Values Flow - copied Gen AI use case - Invoice Processing-\n Gen AI Integration</span> flow is automatically created in the flow designer. For more information on the Gen AI flow, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/task/configure-gen-ai-di-flow.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/task/configure-gen-ai-di-flow.html\" class=\"xref\" title=\"Configure the newly created DocIntel Extract Values Flow - copied use case - Invoice Processing- GenAI Integration flow to add the missing information by referring to the default DocIntel Extract Values Flow - Invoice Processing - Gen AI - Invoice Processing - Gen AI Integration flow.\">Configure the generative AI DocIntel flow</a>.<img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/task/../image/extraction-use-case-di.png?_LANG=enus\" class=\"image\" id=\"configure-di-using-now-assis__image_www_5j5_bgc\" alt=\"Extraction use case\"/></div>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select <span class=\"ph uicontrol\">Save</span>><span class=\"ph uicontrol\">Continue</span>.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">In the <span class=\"ph uicontrol\">Review and activate</span> section, select <span class=\"ph uicontrol\">Activate</span>.</span>\n <div class=\"itemgroup info\">The <span class=\"ph uicontrol\">Invoice data extraction</span> skill is activated successfully. Configure the copied use case in the invoice ingestion flows using Accounts Payable Operations integration with Document Intelligence.\n For more information see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/concept/config-apo-docintel-integration.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/config-apo-docintel-integration.html\" class=\"xref\" title=\"Configure Accounts Payable Operations integration with Document Intelligence to automatically create an invoice processing case and extract the required data from an invoice attachment received via email.\">Configuring the invoice ingestion flows using Accounts Payable Operations integration with Document Intelligence</a></div>\n <div class=\"itemgroup stepresult\">The invoice processing using <span class=\"ph\">Document Intelligence</span> can be performed.</div>\n </li></ol></section>\n </div>\n</article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Configure Document Intelligence using Now Assist for Accounts Payable Operations (APO) Configure Document Intelligence using Now Assist skill in Accounts Payable Operations. ## Before you begin Role required: admin Scope: Accounts Payable Operations with Document Intelligence. ## Procedure 1. Navigate to All > Now Assist Admin > Features to access the Now Assist Features tab of the Now Assist Admin console. 2. In the workflow group, select > Finance and Supply Chain > Accounts Payable Operations > Invoice data extraction to view the skills for the APO features. 3. Review and Activate the skill. The Invoice processing - Gen AI use case is provided as out of the box within the skill. 4. Select Invoice processing - Gen AI use case. 5. Select Make copy. The use case is copied as XXX Invoice processing - Gen AI. When you copy the Gen AI use case from the Now Assist Admin console, the DocIntel Extract Values Flow - copied Gen AI use case - Invoice Processing- Gen AI Integration flow is automatically created in the flow designer. For more information on the Gen AI flow, see Configure the generative AI DocIntel flow. 6. Select Save>Continue. 7. In the Review and activate section, select Activate. The Invoice data extraction skill is activated successfully. Configure the copied use case in the invoice ingestion flows using Accounts Payable Operations integration with Document Intelligence. For more information see Configuring the invoice ingestion flows using Accounts Payable Operations integration with Document Intelligence The invoice processing using Document Intelligence can be performed.	--- title: Configure Document Intelligence using Now Assist for Accounts Payable Operations (APO) description: Configure Document Intelligence using Now Assist skill in Accounts Payable Operations. keywords: [] breadcrumbs: - Finance and Supply Chain - Accounts Payable Operations - Now Assist for Accounts Payable Operations (APO) - Configure Now Assist for Accounts Payable Operations (APO) --- # Configure Document Intelligence using Now Assist for Accounts Payable Operations (APO) Configure Document Intelligence using Now Assist skill in Accounts Payable Operations. ## Before you begin Role required: admin Scope: Accounts Payable Operations with Document Intelligence. ## Procedure 1. Navigate to All > Now Assist Admin > Features to access the Now Assist Features tab of the Now Assist Admin console. 2. In the workflow group, select > Finance and Supply Chain > Accounts Payable Operations > Invoice data extraction to view the skills for the APO features. 3. Review and Activate the skill. The Invoice processing - Gen AI use case is provided as out of the box within the skill. 4. Select Invoice processing - Gen AI use case. 5. Select Make copy. The use case is copied as XXX Invoice processing - Gen AI. When you copy the Gen AI use case from the Now Assist Admin console, the DocIntel Extract Values Flow - copied Gen AI use case - Invoice Processing- Gen AI Integration flow is automatically created in the flow designer. For more information on the Gen AI flow, see Configure the generative AI DocIntel flow. 6. Select Save>Continue. 7. In the Review and activate section, select Activate. The Invoice data extraction skill is activated successfully. Configure the copied use case in the invoice ingestion flows using Accounts Payable Operations integration with Document Intelligence. For more information see Configuring the invoice ingestion flows using Accounts Payable Operations integration with Document Intelligence The invoice processing using Document Intelligence can be performed.
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/task/convert-invoice-case.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/task/convert-invoice-case.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/accounts-payable-operations/task/convert-invoice-case.html	zurich	Convert invoice type	You can convert invoice type from PO to Non-PO invoice and vice versa based on interaction between buyers and suppliers of business services.	[]	[ "Finance and Supply Chain", "Accounts Payable Operations", "Using Accounts Payable Operations", "Using Accounts Payable Invoice Processing", "Invoice processing cases", "Work on an invoice processing case", "Accounts Payable Specialist manual tasks" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/accounts-payable-operations/task/convert-invoice-case.html" id="bundle:zurich-source-to-pay-operations/enus/product/accounts-payable-operations/task/convert-invoice-case.html"><body id="convert-invoice-case"><main role="main"><article role="article" class="dita" id="convert-invoice-case" aria-labelledby="title_convert-invoice-case"> <h1 class="title topictitle1" id="title_convert-invoice-case">Convert invoice type</h1> <div class="body taskbody"><p class="shortdesc">You can convert invoice type from PO to Non-PO invoice and vice versa based on interaction between buyers and suppliers of business services.</p> <section class="section prereq"><div class="tasklabel"><p class="sectiontitle tasklabel">Before you begin</p></div> <p class="p">Role required: Account Payable Specialist</p> </section> <section><div class="tasklabel"><p class="sectiontitle tasklabel">Procedure</p></div><ol class="ol steps"><li class="li step stepexpand"> <span class="ph cmd">Navigate to <span class="ph menucascade"><span class="ph uicontrol">All</span><abbr> > </abbr><span class="ph uicontrol">Source-to-Pay Workspace</span><abbr> > </abbr><span class="ph uicontrol">Accounts Payable Workspace</span></span>.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Select the list icon (<img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/task/../../supplier-lifecycle-operations/image/cases-list-icon.png?_LANG=enus" class="image icon" id="convert-invoice-case__image_ayt_dz2_jwb" alt="List icon"/>).</span> </li><li class="li step stepexpand"> <span class="ph cmd">Navigate to <span class="ph menucascade"><span class="ph uicontrol">Lists</span><abbr> > </abbr><span class="ph uicontrol">My work</span><abbr> > </abbr><span class="ph uicontrol">My open invoice processing cases</span></span> and open an invoice processing case.</span> <div class="itemgroup info">An alternate way is by navigating to <span class="ph menucascade"><span class="ph uicontrol">Lists</span><abbr> > </abbr><span class="ph uicontrol">Primary Data</span><abbr> > </abbr><span class="ph uicontrol">>Invoices</span><abbr> > </abbr><span class="ph uicontrol">Open invoice</span></span>.<div class="note note note_note"><span class="note__title">Note:</span> Type conversion is supported only for invoices from <span class="ph uicontrol">Draft</span> state to <span class="ph uicontrol">No exceptions found</span> state. You cannot convert invoice type once it is submitted for approval.</div></div> </li><li class="li step stepexpand"> <span class="ph cmd">Select <span class="ph uicontrol">View invoice processing case</span>.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Select <span class="ph uicontrol">More Actions</span> <img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/task/../image/more-actions.png?_LANG=enus" class="image" id="convert-invoice-case__image_khx_mhn_zfc" alt="more actions"/>><span class="ph uicontrol">Change invoice type</span>.</span> <div class="itemgroup info">You can choose to convert invoice types to:<img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/task/../image/change-invoice-type.png?_LANG=enus" class="image" id="convert-invoice-case__image_gnt_53c_cgc" alt="Change invoice type"/><ul class="ul" id="convert-invoice-case__ul_y5z_vhn_zfc"> <li class="li">PO to Non-PO invoice and vice versa</li> <li class="li">Credit memo invoice to PO invoice, Non-PO invoice and vice versa</li> </ul>A message appears asking for your confirmation.</div> </li><li class="li step stepexpand"> <span class="ph cmd">Select <span class="ph uicontrol">Change invoice type</span>.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Select <span class="ph uicontrol">Save</span>.</span> <div class="itemgroup stepresult">The status of the invoice changes to <span class="ph uicontrol">Draft</span>. The invoice is reprocessed and re-validated.</div> </li></ol></section> </div> <nav role="navigation"></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"><div class="col-md-4"><dt>Related tasks</dt><dd><ul><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/task/view-invoice-case.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/task/view-invoice-case.html" class="link" title="View the invoice processing case that is automatically created for an invoice and take any actions to process the invoice.">View the invoice processing case associated with an invoice</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/task/review-invoice-docintel.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/task/review-invoice-docintel.html" class="link" title="Review the invoice details, enter the required invoice field values, and submit the invoice if Document Intelligence encounters an extraction error.">Review an invoice in Document Intelligence</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/task/enter-missing-docintel.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/task/enter-missing-docintel.html" class="link" title="If Document Intelligence encounters a transformation error, the invoice is created and associated with an invoice processing case. However, not all required information is populated on the invoice. You must manually enter the required information and submit the invoice for further processing.">Enter the missing required invoice information and submit an invoice</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/task/confirm-duplicate-invoice.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/task/confirm-duplicate-invoice.html" class="link" title="Confirm whether an invoice that is in the Suspected duplicate status is indeed a duplicate to determine if the invoice should be considered for processing.">Confirm whether an invoice is a duplicate</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/task/reset-invoice-to-received.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/task/reset-invoice-to-received.html" class="link" title="If you confirm an invoice as a duplicate by mistake, you can reset that invoice from the Confirmed duplicate status back to the Received status.">Reset an invoice to the Received status</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/task/identify-exceptions-manually.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/task/identify-exceptions-manually.html" class="link" title="Manually check for invoice exceptions on a single invoice so that you can resolve them.">Check for invoice exceptions on a single invoice</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/task/start-invoice-processing.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/task/start-invoice-processing.html" class="link" title="Start the processing for an invoice that doesn't have an associated invoice processing case.">Start the processing for an invoice imported via integration with third-party applications</a></li></ul></dd></div></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Accounts Payable Operations", "topic_id": "product/accounts-payable-operations/concept/acc-pay-mgmt-landing-page.html" }, { "title": "Using Accounts Payable Operations", "topic_id": "product/accounts-payable-operations/concept/use-acc-pay-mgmt.html" }, { "title": "Using Accounts Payable Invoice Processing", "topic_id": "product/accounts-payable-operations/concept/use-ap-invoice-processing.html" }, { "title": "Invoice processing cases", "topic_id": "product/accounts-payable-operations/concept/working-with-ingestion-cases.html" }, { "title": "Work on an invoice processing case", "topic_id": "product/accounts-payable-operations/task/work-manual-invoice-ingestion-case.html" }, { "title": "Accounts Payable Specialist manual tasks", "topic_id": "product/accounts-payable-operations/concept/aps-manual-tasks.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations\">Zurich Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/finance-supply-chain-landing.html\">Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/acc-pay-mgmt-landing-page.html\">Accounts Payable Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/use-acc-pay-mgmt.html\">Using Accounts Payable Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/use-ap-invoice-processing.html\">Using Accounts Payable Invoice Processing</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/working-with-ingestion-cases.html\">Invoice processing cases</a>\n<span><i 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"<article class=\"hascomments\" data-page=\"bundle:zurich-source-to-pay-operations/enus/product/accounts-payable-operations/task/convert-invoice-case.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/accounts-payable-operations/task/convert-invoice-case.html\"><body id=\"convert-invoice-case\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"convert-invoice-case\" aria-labelledby=\"title_convert-invoice-case\">\n <h1 class=\"title topictitle1\" id=\"title_convert-invoice-case\">Convert invoice type</h1>\n \n \n <div class=\"body taskbody\"><p class=\"shortdesc\">You can convert invoice type from PO to Non-PO invoice and vice versa based on interaction between buyers and suppliers of business services.</p>\n <section class=\"section prereq\"><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">Before you begin</p></div>\n <p class=\"p\">Role required: Account Payable Specialist</p>\n </section>\n <section><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">Procedure</p></div><ol class=\"ol steps\"><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Navigate to <span class=\"ph menucascade\"><span class=\"ph uicontrol\">All</span><abbr> > </abbr><span class=\"ph uicontrol\">Source-to-Pay Workspace</span><abbr> > </abbr><span class=\"ph uicontrol\">Accounts Payable Workspace</span></span>.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select the list icon (<img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/task/../../supplier-lifecycle-operations/image/cases-list-icon.png?_LANG=enus\" class=\"image icon\" id=\"convert-invoice-case__image_ayt_dz2_jwb\" alt=\"List icon\"/>).</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Navigate to <span class=\"ph menucascade\"><span class=\"ph uicontrol\">Lists</span><abbr> > </abbr><span class=\"ph uicontrol\">My work</span><abbr> > </abbr><span class=\"ph uicontrol\">My open invoice processing cases</span></span> and open an invoice processing case.</span>\n <div class=\"itemgroup info\">An alternate way is by navigating to <span class=\"ph menucascade\"><span class=\"ph uicontrol\">Lists</span><abbr> > </abbr><span class=\"ph uicontrol\">Primary Data</span><abbr> > </abbr><span class=\"ph uicontrol\">>Invoices</span><abbr> > </abbr><span class=\"ph uicontrol\">Open invoice</span></span>.<div class=\"note note note_note\"><span class=\"note__title\">Note:</span> Type conversion is supported only for invoices from <span class=\"ph uicontrol\">Draft</span> state to <span class=\"ph uicontrol\">No exceptions found</span> state. You cannot convert invoice type once it is submitted for\n approval.</div></div>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select <span class=\"ph uicontrol\">View invoice processing case</span>.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select <span class=\"ph uicontrol\">More Actions</span>\n <img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/task/../image/more-actions.png?_LANG=enus\" class=\"image\" id=\"convert-invoice-case__image_khx_mhn_zfc\" alt=\"more actions\"/>><span class=\"ph uicontrol\">Change invoice type</span>.</span>\n <div class=\"itemgroup info\">You can choose to convert invoice types to:<img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/task/../image/change-invoice-type.png?_LANG=enus\" class=\"image\" id=\"convert-invoice-case__image_gnt_53c_cgc\" alt=\"Change invoice type\"/><ul class=\"ul\" id=\"convert-invoice-case__ul_y5z_vhn_zfc\">\n <li class=\"li\">PO to Non-PO invoice and vice versa</li>\n <li class=\"li\">Credit memo invoice to PO invoice, Non-PO invoice and vice versa</li>\n </ul>A message appears asking for your confirmation.</div>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select <span class=\"ph uicontrol\">Change invoice type</span>.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select <span class=\"ph uicontrol\">Save</span>.</span>\n <div class=\"itemgroup stepresult\">The status of the invoice changes to <span class=\"ph uicontrol\">Draft</span>. The invoice is reprocessed and re-validated.</div>\n </li></ol></section>\n </div>\n<nav role=\"navigation\"></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"><div class=\"col-md-4\"><dt>Related tasks</dt><dd><ul><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/task/view-invoice-case.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/task/view-invoice-case.html\" class=\"link\" title=\"View the invoice processing case that is automatically created for an invoice and take any actions to process the invoice.\">View the invoice processing case associated with an invoice</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/task/review-invoice-docintel.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/task/review-invoice-docintel.html\" class=\"link\" title=\"Review the invoice details, enter the required invoice field values, and submit the invoice if Document Intelligence encounters an extraction error.\">Review an invoice in Document Intelligence</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/task/enter-missing-docintel.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/task/enter-missing-docintel.html\" class=\"link\" title=\"If Document Intelligence encounters a transformation error, the invoice is created and associated with an invoice processing case. However, not all required information is populated on the invoice. You must manually enter the required information and submit the invoice for further processing.\">Enter the missing required invoice information and submit an invoice</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/task/confirm-duplicate-invoice.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/task/confirm-duplicate-invoice.html\" class=\"link\" title=\"Confirm whether an invoice that is in the Suspected duplicate status is indeed a duplicate to determine if the invoice should be considered for processing.\">Confirm whether an invoice is a duplicate</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/task/reset-invoice-to-received.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/task/reset-invoice-to-received.html\" class=\"link\" title=\"If you confirm an invoice as a duplicate by mistake, you can reset that invoice from the Confirmed duplicate status back to the Received status.\">Reset an invoice to the Received status</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/task/identify-exceptions-manually.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/task/identify-exceptions-manually.html\" class=\"link\" title=\"Manually check for invoice exceptions on a single invoice so that you can resolve them.\">Check for invoice exceptions on a single invoice</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/task/start-invoice-processing.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/task/start-invoice-processing.html\" class=\"link\" title=\"Start the processing for an invoice that doesn't have an associated invoice processing case.\">Start the processing for an invoice imported via integration with third-party applications</a></li></ul></dd></div></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Convert invoice type You can convert invoice type from PO to Non-PO invoice and vice versa based on interaction between buyers and suppliers of business services. ## Before you begin Role required: Account Payable Specialist ## Procedure 1. Navigate to All > Source-to-Pay Workspace > Accounts Payable Workspace. 2. Select the list icon (). 3. Navigate to Lists > My work > My open invoice processing cases and open an invoice processing case. An alternate way is by navigating to Lists > Primary Data > >Invoices > Open invoice.Note: Type conversion is supported only for invoices from Draft state to No exceptions found state. You cannot convert invoice type once it is submitted for approval. 4. Select View invoice processing case. 5. Select More Actions >Change invoice type. You can choose to convert invoice types to: * PO to Non-PO invoice and vice versa * Credit memo invoice to PO invoice, Non-PO invoice and vice versaA message appears asking for your confirmation. 6. Select Change invoice type. 7. Select Save. The status of the invoice changes to Draft. The invoice is reprocessed and re-validated.	--- title: Convert invoice type description: You can convert invoice type from PO to Non-PO invoice and vice versa based on interaction between buyers and suppliers of business services. keywords: [] breadcrumbs: - Finance and Supply Chain - Accounts Payable Operations - Using Accounts Payable Operations - Using Accounts Payable Invoice Processing - Invoice processing cases - Work on an invoice processing case - Accounts Payable Specialist manual tasks --- # Convert invoice type You can convert invoice type from PO to Non-PO invoice and vice versa based on interaction between buyers and suppliers of business services. ## Before you begin Role required: Account Payable Specialist ## Procedure 1. Navigate to All > Source-to-Pay Workspace > Accounts Payable Workspace. 2. Select the list icon (). 3. Navigate to Lists > My work > My open invoice processing cases and open an invoice processing case. An alternate way is by navigating to Lists > Primary Data > >Invoices > Open invoice.Note: Type conversion is supported only for invoices from Draft state to No exceptions found state. You cannot convert invoice type once it is submitted for approval. 4. Select View invoice processing case. 5. Select More Actions >Change invoice type. You can choose to convert invoice types to: * PO to Non-PO invoice and vice versa * Credit memo invoice to PO invoice, Non-PO invoice and vice versaA message appears asking for your confirmation. 6. Select Change invoice type. 7. Select Save. The status of the invoice changes to Draft. The invoice is reprocessed and re-validated.
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/task/create-invoice-cost-allocation.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/task/create-invoice-cost-allocation.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/accounts-payable-operations/task/create-invoice-cost-allocation.html	zurich	Create invoice cost allocation manually	Manually allocate invoice line cost across multiple cost centers.	[]	[ "Finance and Supply Chain", "Accounts Payable Operations", "Using Accounts Payable Operations", "Using Accounts Payable Invoice Processing", "Work with invoices", "Create an invoice manually", "Invoice cost allocation" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/accounts-payable-operations/task/create-invoice-cost-allocation.html" id="bundle:zurich-source-to-pay-operations/enus/product/accounts-payable-operations/task/create-invoice-cost-allocation.html"><body id="create-invoice-cost-allocation"><main role="main"><article role="article" class="dita" id="create-invoice-cost-allocation" aria-labelledby="title_create-invoice-cost-allocation"> <h1 class="title topictitle1" id="title_create-invoice-cost-allocation">Create invoice cost allocation manually</h1> <div class="body taskbody"><p class="shortdesc">Manually allocate invoice line cost across multiple cost centers.</p> <section class="section prereq"><div class="tasklabel"><p class="sectiontitle tasklabel">Before you begin</p></div> <p class="p">Role required: sn_ap_apm.accounts_payable_specialist, admin</p> </section> <section><div class="tasklabel"><p class="sectiontitle tasklabel">Procedure</p></div><ol class="ol steps"><li class="li step stepexpand"> <span class="ph cmd">Navigate to <span class="ph menucascade"><span class="ph uicontrol">All</span><abbr> > </abbr><span class="ph uicontrol">All</span><abbr> > </abbr><span class="ph uicontrol">Accounts Payable Operations</span><abbr> > </abbr><span class="ph uicontrol">Accounts Payable Workspace</span></span>.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Navigate to <span class="ph menucascade"><span class="ph uicontrol">Lists</span><abbr> > </abbr><span class="ph uicontrol">Invoices</span><abbr> > </abbr><span class="ph uicontrol">All Open Invoices</span></span>.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Select an <span class="ph menucascade"><span class="ph uicontrol">invoice</span><abbr> > </abbr><span class="ph uicontrol">Invoice line</span></span> > .</span> <div class="itemgroup info">For more information on invoice line, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/task/create-invoice.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/task/create-invoice.html" class="xref" title="As an Accounts Payable Specialist, you can create an invoice manually from the Source-to-Pay Workspace when the automated invoice creation process is encountering issues or not available.">Create an invoice manually</a>.</div> </li><li class="li step stepexpand"> <span class="ph cmd">Select <span class="ph uicontrol">Cost allocations</span>.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Select <span class="ph uicontrol">New</span>.</span> <div class="itemgroup info">The invoice cost allocation form displays. For more information on the cost allocation form, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/reference/create-invoice-cost-allocation-form.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/reference/create-invoice-cost-allocation-form.html" class="xref" title="Allocate invoice line cost across multiple cost centers.">Create invoice cost allocation form</a><div class="note note note_note"><span class="note__title">Note:</span> <ul class="ul" id="create-invoice-cost-allocation__ul_ixg_4zs_bdc"> <li class="li">During cost allocation, if the total allocated quantity or amount across different cost centers or ledger accounts isn’t equal to the invoice line quantity or subtotal, then the invoice cost allocation exception occurs. For more information on exceptions, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/concept/work-with-invoice-exceptions.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/work-with-invoice-exceptions.html" class="xref" title="Invoice exceptions are issues that are identified in an invoice during invoice processing.">Invoice exceptions</a>.</li> <li class="li">When you delete an invoice line record, you’re prompted with a pop-up message to confirm the deletion of an invoice line record removes its associated cost allocation record.</li> <li class="li">When you select allocation type as cost center for the first record and save the changes, the subsequent records also will inherit the same allocation type.</li> </ul> </div></div> </li><li class="li step stepexpand"> <span class="ph cmd">Select <span class="ph uicontrol">Save</span>.</span> </li></ol></section> <section class="section result" id="create-invoice-cost-allocation__result_ncx_z55_vcc"><div class="tasklabel"><p class="sectiontitle tasklabel">Result</p></div> <p class="p">The cost allocation form is added to the invoice line.</p> </section> </div> <nav role="navigation"></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Accounts Payable Operations", "topic_id": "product/accounts-payable-operations/concept/acc-pay-mgmt-landing-page.html" }, { "title": "Using Accounts Payable Operations", "topic_id": "product/accounts-payable-operations/concept/use-acc-pay-mgmt.html" }, { "title": "Using Accounts Payable 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id=\"bundle:zurich-source-to-pay-operations/enus/product/accounts-payable-operations/task/create-invoice-cost-allocation.html\"><body id=\"create-invoice-cost-allocation\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"create-invoice-cost-allocation\" aria-labelledby=\"title_create-invoice-cost-allocation\">\n <h1 class=\"title topictitle1\" id=\"title_create-invoice-cost-allocation\">Create invoice cost allocation manually</h1>\n \n \n <div class=\"body taskbody\"><p class=\"shortdesc\">Manually allocate invoice line cost across multiple cost centers.</p>\n <section class=\"section prereq\"><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">Before you begin</p></div>\n <p class=\"p\">Role required: sn_ap_apm.accounts_payable_specialist, admin</p>\n </section>\n <section><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">Procedure</p></div><ol class=\"ol steps\"><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Navigate to <span class=\"ph menucascade\"><span class=\"ph uicontrol\">All</span><abbr> > </abbr><span class=\"ph uicontrol\">All</span><abbr> > </abbr><span class=\"ph uicontrol\">Accounts Payable Operations</span><abbr> > </abbr><span class=\"ph uicontrol\">Accounts Payable Workspace</span></span>.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Navigate to <span class=\"ph menucascade\"><span class=\"ph uicontrol\">Lists</span><abbr> > </abbr><span class=\"ph uicontrol\">Invoices</span><abbr> > </abbr><span class=\"ph uicontrol\">All Open Invoices</span></span>.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select an <span class=\"ph menucascade\"><span class=\"ph uicontrol\">invoice</span><abbr> > </abbr><span class=\"ph uicontrol\">Invoice line</span></span> > .</span>\n <div class=\"itemgroup info\">For more information on invoice line, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/task/create-invoice.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/task/create-invoice.html\" class=\"xref\" title=\"As an Accounts Payable Specialist, you can create an invoice manually from the Source-to-Pay Workspace when the automated invoice creation process is encountering issues or not available.\">Create an invoice manually</a>.</div>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select <span class=\"ph uicontrol\">Cost allocations</span>.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select <span class=\"ph uicontrol\">New</span>.</span>\n <div class=\"itemgroup info\">The invoice cost allocation form displays. For more information on the cost allocation form, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/reference/create-invoice-cost-allocation-form.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/reference/create-invoice-cost-allocation-form.html\" class=\"xref\" title=\"Allocate invoice line cost across multiple cost centers.\">Create invoice cost allocation form</a><div class=\"note note note_note\"><span class=\"note__title\">Note:</span> \n <ul class=\"ul\" id=\"create-invoice-cost-allocation__ul_ixg_4zs_bdc\">\n <li class=\"li\">During cost allocation, if the total allocated quantity or amount across different cost centers or ledger accounts isn’t equal to the invoice line quantity or subtotal, then the invoice cost allocation\n exception occurs. For more information on exceptions, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/concept/work-with-invoice-exceptions.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/work-with-invoice-exceptions.html\" class=\"xref\" title=\"Invoice exceptions are issues that are identified in an invoice during invoice processing.\">Invoice exceptions</a>.</li>\n <li class=\"li\">When you delete an invoice line record, you’re prompted with a pop-up message to confirm the deletion of an invoice line record removes its associated cost allocation record.</li>\n <li class=\"li\">When you select allocation type as cost center for the first record and save the changes, the subsequent records also will inherit the same allocation type.</li>\n </ul>\n </div></div>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select <span class=\"ph uicontrol\">Save</span>.</span>\n </li></ol></section>\n <section class=\"section result\" id=\"create-invoice-cost-allocation__result_ncx_z55_vcc\"><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">Result</p></div>\n <p class=\"p\">The cost allocation form is added to the invoice line.</p>\n </section>\n </div>\n<nav role=\"navigation\"></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Create invoice cost allocation manually Manually allocate invoice line cost across multiple cost centers. ## Before you begin Role required: sn\_ap\_apm.accounts\_payable\_specialist, admin ## Procedure 1. Navigate to All > All > Accounts Payable Operations > Accounts Payable Workspace. 2. Navigate to Lists > Invoices > All Open Invoices. 3. Select an invoice > Invoice line > . For more information on invoice line, see Create an invoice manually. 4. Select Cost allocations. 5. Select New. The invoice cost allocation form displays. For more information on the cost allocation form, see Create invoice cost allocation formNote: * During cost allocation, if the total allocated quantity or amount across different cost centers or ledger accounts isn’t equal to the invoice line quantity or subtotal, then the invoice cost allocation exception occurs. For more information on exceptions, see Invoice exceptions. * When you delete an invoice line record, you’re prompted with a pop-up message to confirm the deletion of an invoice line record removes its associated cost allocation record. * When you select allocation type as cost center for the first record and save the changes, the subsequent records also will inherit the same allocation type. 6. Select Save. ### Result The cost allocation form is added to the invoice line.	--- title: Create invoice cost allocation manually description: Manually allocate invoice line cost across multiple cost centers. keywords: [] breadcrumbs: - Finance and Supply Chain - Accounts Payable Operations - Using Accounts Payable Operations - Using Accounts Payable Invoice Processing - Work with invoices - Create an invoice manually - Invoice cost allocation --- # Create invoice cost allocation manually Manually allocate invoice line cost across multiple cost centers. ## Before you begin Role required: sn\_ap\_apm.accounts\_payable\_specialist, admin ## Procedure 1. Navigate to All > All > Accounts Payable Operations > Accounts Payable Workspace. 2. Navigate to Lists > Invoices > All Open Invoices. 3. Select an invoice > Invoice line > . For more information on invoice line, see Create an invoice manually. 4. Select Cost allocations. 5. Select New. The invoice cost allocation form displays. For more information on the cost allocation form, see Create invoice cost allocation formNote: * During cost allocation, if the total allocated quantity or amount across different cost centers or ledger accounts isn’t equal to the invoice line quantity or subtotal, then the invoice cost allocation exception occurs. For more information on exceptions, see Invoice exceptions. * When you delete an invoice line record, you’re prompted with a pop-up message to confirm the deletion of an invoice line record removes its associated cost allocation record. * When you select allocation type as cost center for the first record and save the changes, the subsequent records also will inherit the same allocation type. 6. Select Save. ### Result The cost allocation form is added to the invoice line.
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/task/invoice-processing-using-itam-po.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/task/invoice-processing-using-itam-po.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/accounts-payable-operations/task/invoice-processing-using-itam-po.html	zurich	Invoice processing using IT Asset Management purchase order	The ITAM-APO integration is designed to streamline invoice processing for ITAM-related purchase orders (POs), verifying better accuracy, exception handling, and operational efficiency.	[]	[ "Finance and Supply Chain", "Accounts Payable Operations", "Integrating APO with other applications", "IT Asset Management purchase order invoice processing" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/accounts-payable-operations/task/invoice-processing-using-itam-po.html" id="bundle:zurich-source-to-pay-operations/enus/product/accounts-payable-operations/task/invoice-processing-using-itam-po.html"><body id="invoice-processing-using-itam-po"><main role="main"><article role="article" class="dita" id="invoice-processing-using-itam-po" aria-labelledby="title_invoice-processing-using-itam-po"> <h1 class="title topictitle1" id="title_invoice-processing-using-itam-po">Invoice processing using <span class="ph">IT Asset Management</span> purchase order</h1> <div class="body taskbody"><p class="shortdesc">The ITAM-APO integration is designed to streamline invoice processing for ITAM-related purchase orders (POs), verifying better accuracy, exception handling, and operational efficiency.</p> <section class="section prereq" id="invoice-processing-using-itam-po__task-prereq"><div class="tasklabel"><p class="sectiontitle tasklabel">Before you begin</p></div> <p class="p">Role required: Accounts_payable_specialist [sn_ap_apm.accounts_payable_specialist]</p> </section> <section><div class="tasklabel"><p class="sectiontitle tasklabel">Procedure</p></div><ol class="ol steps"><li class="li step stepexpand"> <span class="ph cmd">Navigate to <span class="ph menucascade"><span class="ph uicontrol">Source-to-Workspace</span><abbr> > </abbr><span class="ph uicontrol">Accounts Payable Operations</span></span>.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Create a purchase order in ITAM.</span> <div class="itemgroup info">For more information on creating purchase order in ITAM, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/task//csh" href="https://servicenow-be-prod.servicenow.com/csh?topicname=t_CreateAPurchaseOrder&version=zurich&pubname=zurich-it-asset-management" class="xref">Create a purchase order</a>.</div> </li><li class="li step stepexpand"> <span class="ph cmd">Create an invoice with the ITAM purchase order.</span> <div class="itemgroup info">For more information on invoices, <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/task/create-invoice.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/task/create-invoice.html" class="xref" title="As an Accounts Payable Specialist, you can create an invoice manually from the Source-to-Pay Workspace when the automated invoice creation process is encountering issues or not available.">Create an invoice manually</a>. The <span class="ph">Accounts Payable Operations</span> checks whether the received quantity in the ITAM receiving slip matches the invoiced quantity. In case of mismatch, an insufficient goods receipt exception is triggered and automatically the ITAM user is notified through email. For more information on exceptions, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/concept/work-with-invoice-exceptions.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/work-with-invoice-exceptions.html" class="xref" title="Invoice exceptions are issues that are identified in an invoice during invoice processing.">Invoice exceptions</a>.</div> </li><li class="li step stepexpand"> <span class="ph cmd">The <span class="ph">Accounts Payable Operations</span> automatically verifies and revalidates the invoice.</span> </li></ol></section> <section class="section result" id="invoice-processing-using-itam-po__result_ap2_scd_yfc"><div class="tasklabel"><p class="sectiontitle tasklabel">Result</p></div> <p class="p">The invoice processing of ITAM purchase order is successfully performed.</p> </section> </div> </article></main></body></article>	{ 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href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/finance-supply-chain-landing.html\">Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/acc-pay-mgmt-landing-page.html\">Accounts Payable Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/integrate-apo.html\">Integrating APO with other applications</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/apo-integration-with-itam.html\">IT Asset Management purchase order invoice processing</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">Invoice processing using IT Asset Management purchase order</span>", "bundle_id": "zurich-source-to-pay-operations", "bundle_key": 2735, "bundle_landing_page": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html", "bundle_subtitle": null, "bundle_title": "Zurich Finance and Supply Chain", "canonical_link": null, "dates": { "Added on": "2025-08-05T13:11:54.216332Z", "Created on": "2025-07-10T00:00:00Z", "Initial upload": "2025-07-30T22:25:52.095402Z", "Updated on": "2025-07-31T00:00:00Z" }, "dislike_url": "https://servicenow-be-prod.servicenow.com/dislike/55688174", "dislikes": 0, "es_archived_content": false, "is_in_fav": false, "is_liked": null, "is_watched": false, "keywords": [ " zurich zurich" ], "labels": [ { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "zurich", "navtitle": "Zurich", "outputclasses": [], "subjectHeadId": "versions", 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data-page=\"bundle:zurich-source-to-pay-operations/enus/product/accounts-payable-operations/task/invoice-processing-using-itam-po.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/accounts-payable-operations/task/invoice-processing-using-itam-po.html\"><body id=\"invoice-processing-using-itam-po\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"invoice-processing-using-itam-po\" aria-labelledby=\"title_invoice-processing-using-itam-po\">\n <h1 class=\"title topictitle1\" id=\"title_invoice-processing-using-itam-po\">Invoice processing using <span class=\"ph\">IT Asset Management</span> purchase order</h1>\n \n \n <div class=\"body taskbody\"><p class=\"shortdesc\">The ITAM-APO integration is designed to streamline invoice processing for ITAM-related purchase orders (POs), verifying better accuracy, exception handling, and operational efficiency.</p>\n <section class=\"section prereq\" id=\"invoice-processing-using-itam-po__task-prereq\"><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">Before you begin</p></div>\n <p class=\"p\">Role required: Accounts_payable_specialist [sn_ap_apm.accounts_payable_specialist]</p>\n </section>\n <section><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">Procedure</p></div><ol class=\"ol steps\"><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Navigate to <span class=\"ph menucascade\"><span class=\"ph uicontrol\">Source-to-Workspace</span><abbr> > </abbr><span class=\"ph uicontrol\">Accounts Payable Operations</span></span>.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Create a purchase order in ITAM.</span>\n <div class=\"itemgroup info\">For more information on creating purchase order in ITAM, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/task//csh\" href=\"https://servicenow-be-prod.servicenow.com/csh?topicname=t_CreateAPurchaseOrder&version=zurich&pubname=zurich-it-asset-management\" class=\"xref\">Create a purchase order</a>.</div>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Create an invoice with the ITAM purchase order.</span>\n <div class=\"itemgroup info\">For more information on invoices, <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/task/create-invoice.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/task/create-invoice.html\" class=\"xref\" title=\"As an Accounts Payable Specialist, you can create an invoice manually from the Source-to-Pay Workspace when the automated invoice creation process is encountering issues or not available.\">Create an invoice manually</a>. The <span class=\"ph\">Accounts Payable Operations</span> checks whether the received quantity in the ITAM receiving slip matches the invoiced quantity. In case of mismatch, an insufficient goods receipt exception is triggered and\n automatically the ITAM user is notified through email. For more information on exceptions, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/concept/work-with-invoice-exceptions.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/work-with-invoice-exceptions.html\" class=\"xref\" title=\"Invoice exceptions are issues that are identified in an invoice during invoice processing.\">Invoice exceptions</a>.</div>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">The <span class=\"ph\">Accounts Payable Operations</span> automatically verifies and revalidates the invoice.</span>\n </li></ol></section>\n <section class=\"section result\" id=\"invoice-processing-using-itam-po__result_ap2_scd_yfc\"><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">Result</p></div>\n <p class=\"p\">The invoice processing of ITAM purchase order is successfully performed.</p>\n </section>\n </div>\n</article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Invoice processing using IT Asset Management purchase order The ITAM-APO integration is designed to streamline invoice processing for ITAM-related purchase orders (POs), verifying better accuracy, exception handling, and operational efficiency. ## Before you begin Role required: Accounts\_payable\_specialist [sn\_ap\_apm.accounts\_payable\_specialist] ## Procedure 1. Navigate to Source-to-Workspace > Accounts Payable Operations. 2. Create a purchase order in ITAM. For more information on creating purchase order in ITAM, see Create a purchase order. 3. Create an invoice with the ITAM purchase order. For more information on invoices, Create an invoice manually. The Accounts Payable Operations checks whether the received quantity in the ITAM receiving slip matches the invoiced quantity. In case of mismatch, an insufficient goods receipt exception is triggered and automatically the ITAM user is notified through email. For more information on exceptions, see Invoice exceptions. 4. The Accounts Payable Operations automatically verifies and revalidates the invoice. ### Result The invoice processing of ITAM purchase order is successfully performed.	--- title: Invoice processing using IT Asset Management purchase order description: The ITAM-APO integration is designed to streamline invoice processing for ITAM-related purchase orders (POs), verifying better accuracy, exception handling, and operational efficiency. keywords: [] breadcrumbs: - Finance and Supply Chain - Accounts Payable Operations - Integrating APO with other applications - IT Asset Management purchase order invoice processing --- # Invoice processing using IT Asset Management purchase order The ITAM-APO integration is designed to streamline invoice processing for ITAM-related purchase orders (POs), verifying better accuracy, exception handling, and operational efficiency. ## Before you begin Role required: Accounts\_payable\_specialist [sn\_ap\_apm.accounts\_payable\_specialist] ## Procedure 1. Navigate to Source-to-Workspace > Accounts Payable Operations. 2. Create a purchase order in ITAM. For more information on creating purchase order in ITAM, see Create a purchase order. 3. Create an invoice with the ITAM purchase order. For more information on invoices, Create an invoice manually. The Accounts Payable Operations checks whether the received quantity in the ITAM receiving slip matches the invoiced quantity. In case of mismatch, an insufficient goods receipt exception is triggered and automatically the ITAM user is notified through email. For more information on exceptions, see Invoice exceptions. 4. The Accounts Payable Operations automatically verifies and revalidates the invoice. ### Result The invoice processing of ITAM purchase order is successfully performed.
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/task/set-up-extraction-modes-di.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/task/set-up-extraction-modes-di.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/accounts-payable-operations/task/set-up-extraction-modes-di.html	zurich	Configure data extraction modes	Configure the extraction modes for use cases to define how Document Intelligence extracts fields from documents.	[ "Data extraction" ]	[ "Finance and Supply Chain", "Accounts Payable Operations", "Now Assist for Accounts Payable Operations (APO)", "Configure Now Assist for Accounts Payable Operations (APO)", "Configure Document Intelligence using Now Assist for Accounts Payable Operations (APO)" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/accounts-payable-operations/task/set-up-extraction-modes-di.html" id="bundle:zurich-source-to-pay-operations/enus/product/accounts-payable-operations/task/set-up-extraction-modes-di.html"><body id="set-up-extraction-modes-di"><main role="main"><article role="article" class="dita" id="set-up-extraction-modes-di" aria-labelledby="title_set-up-extraction-modes-di"> <h1 class="title topictitle1" id="title_set-up-extraction-modes-di">Configure data extraction modes</h1> <div class="body taskbody"><p class="shortdesc">Configure the extraction modes for use cases to define how <span class="ph">Document Intelligence</span> extracts fields from documents.</p> <section class="section prereq" id="set-up-extraction-modes-di__task-prereq"><div class="tasklabel"><p class="sectiontitle tasklabel">Before you begin</p></div> <p class="p">Role required: sn_docintel.manager</p> </section> <section><div class="tasklabel"><p class="sectiontitle tasklabel">Procedure</p></div><ol class="ol steps"><li class="li step stepexpand"> <span class="ph cmd">Navigate to <span class="ph menucascade"><span class="ph uicontrol">All</span><abbr> > </abbr><span class="ph uicontrol">Now Assist Admin</span><abbr> > </abbr><span class="ph uicontrol">Features</span></span> to access the <span class="ph uicontrol">Now Assist Features</span> tab of the <span class="ph">Now Assist Admin</span> console.</span> </li><li class="li step stepexpand"> <span class="ph cmd">In the workflow group, select > <span class="ph menucascade"><span class="ph uicontrol">Finance and Supply Chain</span><abbr> > </abbr><span class="ph uicontrol">Invoice data extraction</span></span> to view the skills for the <span class="ph">APO</span> features.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Select the settings <img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/task/../image/icon-docintel-settings-gear.png?_LANG=enus" class="image" id="set-up-extraction-modes-di__image_yzt_lyt_bgc" alt="docintel settings"/> icon.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Select the extraction mode for the use case<span class="ph uicontrol">Accounts Payable Operations</span>.<img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/task/../image/settings-na.png?_LANG=enus" class="image" id="set-up-extraction-modes-di__image_a2y_2mq_1fc" alt="Extraction mode"/></span> </li><li class="li step stepexpand"> <span class="ph cmd">Adjust the DocIntel full automation mode.</span> <div class="itemgroup info"> <ul class="ul" id="set-up-extraction-modes-di__ul_bst_1nq_1fc"> <li class="li">When Full automation mode is turned on, <span class="ph">DocIntel</span> automatically completes and submits the document task. The required values or fields in the invoice document are auto-filled or identified as missing in the document. If there are no fields defined as required for the document task, then <span class="ph">DocIntel</span> automatically completes and submits the document task.</li> <li class="li">When you turn on the <span class="ph uicontrol">Any required field is missing in the document</span>, the full automation mode is turned off and requires an agent review.</li> </ul> </div> </li><li class="li step stepexpand"> <span class="ph cmd">Select <span class="ph uicontrol">Save</span>.</span> </li></ol></section> </div> </article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Accounts Payable Operations", "topic_id": "product/accounts-payable-operations/concept/acc-pay-mgmt-landing-page.html" }, { "title": "Now Assist for Accounts Payable Operations (APO)", "topic_id": "product/accounts-payable-operations/concept/now-assist-apo.html" }, { "title": "Configure Now Assist for Accounts Payable Operations (APO)", "topic_id": "product/accounts-payable-operations/task/configuring-now-assist-apo.html" }, { "title": "Configure Document Intelligence using Now Assist for Accounts Payable Operations (APO)", "topic_id": "product/accounts-payable-operations/task/configure-di-using-now-assis.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations\">Zurich Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/finance-supply-chain-landing.html\">Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/acc-pay-mgmt-landing-page.html\">Accounts Payable Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/now-assist-apo.html\">Now Assist for Accounts Payable Operations (APO)</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/task/configuring-now-assist-apo.html\">Configure Now Assist for Accounts Payable Operations (APO)</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/task/configure-di-using-now-assis.html\">Configure Document Intelligence using Now Assist for Accounts Payable Operations (APO)</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">Configure data extraction modes</span>", "bundle_id": "zurich-source-to-pay-operations", "bundle_key": 2735, "bundle_landing_page": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html", "bundle_subtitle": null, "bundle_title": "Zurich Finance and Supply Chain", "canonical_link": null, "dates": { "Added on": "2025-08-05T13:11:54.216332Z", "Created on": "2025-04-16T00:00:00Z", "Initial upload": "2025-07-30T22:25:52.095402Z", "Updated on": "2025-07-31T00:00:00Z" }, "dislike_url": "https://servicenow-be-prod.servicenow.com/dislike/55688189", "dislikes": 0, "es_archived_content": false, "is_in_fav": false, "is_liked": null, "is_watched": false, "keywords": [ " zurich Data extraction zurich" ], "labels": [ { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "zurich", "navtitle": "Zurich", 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"es_archived_content": false, "page_id": "product/accounts-payable-operations/task/set-up-extraction-modes-di.html" } ], "clustering_title": "Zurich" }, "topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-source-to-pay-operations/enus/product/accounts-payable-operations/task/set-up-extraction-modes-di.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/accounts-payable-operations/task/set-up-extraction-modes-di.html\"><body id=\"set-up-extraction-modes-di\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"set-up-extraction-modes-di\" aria-labelledby=\"title_set-up-extraction-modes-di\">\n <h1 class=\"title topictitle1\" id=\"title_set-up-extraction-modes-di\">Configure data extraction modes</h1>\n \n \n <div class=\"body taskbody\"><p class=\"shortdesc\">Configure the extraction modes for use cases to define how <span class=\"ph\">Document Intelligence</span> extracts fields from documents.</p>\n <section class=\"section prereq\" id=\"set-up-extraction-modes-di__task-prereq\"><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">Before you begin</p></div>\n <p class=\"p\">Role required: sn_docintel.manager</p>\n </section>\n <section><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">Procedure</p></div><ol class=\"ol steps\"><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Navigate to <span class=\"ph menucascade\"><span class=\"ph uicontrol\">All</span><abbr> > </abbr><span class=\"ph uicontrol\">Now Assist Admin</span><abbr> > </abbr><span class=\"ph uicontrol\">Features</span></span> to access the <span class=\"ph uicontrol\">Now Assist Features</span> tab of the <span class=\"ph\">Now Assist Admin</span> console.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">In the workflow group, select > <span class=\"ph menucascade\"><span class=\"ph uicontrol\">Finance and Supply Chain</span><abbr> > </abbr><span class=\"ph uicontrol\">Invoice data extraction</span></span> to view the skills for the <span class=\"ph\">APO</span> features.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select the settings <img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/task/../image/icon-docintel-settings-gear.png?_LANG=enus\" class=\"image\" id=\"set-up-extraction-modes-di__image_yzt_lyt_bgc\" alt=\"docintel settings\"/> icon.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select the extraction mode for the use case<span class=\"ph uicontrol\">Accounts Payable Operations</span>.<img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/task/../image/settings-na.png?_LANG=enus\" class=\"image\" id=\"set-up-extraction-modes-di__image_a2y_2mq_1fc\" alt=\"Extraction mode\"/></span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Adjust the DocIntel full automation mode.</span>\n <div class=\"itemgroup info\">\n <ul class=\"ul\" id=\"set-up-extraction-modes-di__ul_bst_1nq_1fc\">\n <li class=\"li\">When Full automation mode is turned on, <span class=\"ph\">DocIntel</span> automatically completes and submits the document task. The required values or fields in the invoice document are auto-filled or identified as missing in the document. If there\n are no fields defined as required for the document task, then <span class=\"ph\">DocIntel</span> automatically completes and submits the document task.</li>\n <li class=\"li\">When you turn on the <span class=\"ph uicontrol\">Any required field is missing in the document</span>, the full automation mode is turned off and requires an agent review.</li>\n </ul>\n </div>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select <span class=\"ph uicontrol\">Save</span>.</span>\n </li></ol></section>\n </div>\n</article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Configure data extraction modes Configure the extraction modes for use cases to define how Document Intelligence extracts fields from documents. ## Before you begin Role required: sn\_docintel.manager ## Procedure 1. Navigate to All > Now Assist Admin > Features to access the Now Assist Features tab of the Now Assist Admin console. 2. In the workflow group, select > Finance and Supply Chain > Invoice data extraction to view the skills for the APO features. 3. Select the settings icon. 4. Select the extraction mode for the use caseAccounts Payable Operations. 5. Adjust the DocIntel full automation mode. * When Full automation mode is turned on, DocIntel automatically completes and submits the document task. The required values or fields in the invoice document are auto-filled or identified as missing in the document. If there are no fields defined as required for the document task, then DocIntel automatically completes and submits the document task. * When you turn on the Any required field is missing in the document, the full automation mode is turned off and requires an agent review. 6. Select Save.	--- title: Configure data extraction modes description: Configure the extraction modes for use cases to define how Document Intelligence extracts fields from documents. keywords: - Data extraction breadcrumbs: - Finance and Supply Chain - Accounts Payable Operations - Now Assist for Accounts Payable Operations (APO) - Configure Now Assist for Accounts Payable Operations (APO) - Configure Document Intelligence using Now Assist for Accounts Payable Operations (APO) --- # Configure data extraction modes Configure the extraction modes for use cases to define how Document Intelligence extracts fields from documents. ## Before you begin Role required: sn\_docintel.manager ## Procedure 1. Navigate to All > Now Assist Admin > Features to access the Now Assist Features tab of the Now Assist Admin console. 2. In the workflow group, select > Finance and Supply Chain > Invoice data extraction to view the skills for the APO features. 3. Select the settings icon. 4. Select the extraction mode for the use caseAccounts Payable Operations. 5. Adjust the DocIntel full automation mode. * When Full automation mode is turned on, DocIntel automatically completes and submits the document task. The required values or fields in the invoice document are auto-filled or identified as missing in the document. If there are no fields defined as required for the document task, then DocIntel automatically completes and submits the document task. * When you turn on the Any required field is missing in the document, the full automation mode is turned off and requires an agent review. 6. Select Save.
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/finance-case-management/concept/explore-fin-case-mgmt.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/finance-case-management/concept/explore-fin-case-mgmt.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/finance-case-management/concept/explore-fin-case-mgmt.html	zurich	Exploring Finance Case Management	Learn about the benefits and capabilities of Finance Case Management.	[]	[ "Finance and Supply Chain", "Finance and Supply Chain applications", "Finance Case Management" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/finance-case-management/concept/explore-fin-case-mgmt.html" id="bundle:zurich-source-to-pay-operations/enus/product/finance-case-management/concept/explore-fin-case-mgmt.html"><body id="explore-fin-case-mgmt"><main role="main"><article role="article" class="dita" id="explore-fin-case-mgmt" aria-labelledby="title_explore-fin-case-mgmt"> <h1 class="title topictitle1" id="title_explore-fin-case-mgmt">Exploring <span class="ph">Finance Case Management</span></h1> <div class="body conbody"><p class="shortdesc">Learn about the benefits and capabilities of <span class="ph">Finance Case Management</span>.</p> <section class="section" id="explore-fin-case-mgmt__section_oyq_333_q2c"><h2 id="d199766e47" class="title sectiontitle">Benefits</h2> <p class="p"><span class="ph">Finance Case Management</span> offers the following benefits:</p> <ul class="ul" id="explore-fin-case-mgmt__ul_lw2_k33_q2c"> <li class="li">Deflect cases by providing process guidance and knowledge articles.</li> <li class="li">Improve case routing so that finance specialists handle only the relevant inquiries, saving time.</li> <li class="li">Shorten response times by streamlining finance-related inquiries.</li> </ul> </section> <section class="section" id="explore-fin-case-mgmt__section_dyl_kxh_wfc"><h2 id="d199766e70" class="title sectiontitle">Themes</h2> <p class="p">As part of the Next Experience default theme provided by the ServiceNow platform, new customers will have the Next experience coral theme enabled by default in their instance. All the email notification templates in Accounts Payable Operations are coral themed.</p> <p class="p">The dark theme emits less blue light, making the display easier for your eyes and less disturbing in low-light settings. The dark theme is supported for configurable workspaces, lists, forms, dashboards, and reports.</p> <p class="p">For more information on customizing coral theme, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/finance-case-management/concept//csh" href="https://servicenow-be-prod.servicenow.com/csh?topicname=next-experience-theming&version=zurich&pubname=zurich-platform-user-interface" class="xref">Working with themes in Next Experience</a>.</p> <p class="p">An example of the email notification template with coral theme is shown below.<img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/finance-case-management/concept/../../accounts-payable-operations/image/theme.png?_LANG=enus" class="image" id="explore-fin-case-mgmt__image_lb3_dzh_wfc" alt="Theme"/></p> </section> <section class="section" id="explore-fin-case-mgmt__section_gtp_ql3_q2c"><h2 id="d199766e97" class="title sectiontitle"><span class="ph">Finance Case Management</span> applications</h2> <p class="p"><span class="ph">Finance Case Management</span> uses the following applications:</p> <dl class="dl"> <dt class="dt dlterm">Employee Center</dt> <dd class="dd">The Employee Center provides a self-service option for finance inquiries and requests. This enables employees to manage tasks related to finance requests, and provides visibility and transparency of finance processes.</dd> <dt class="dt dlterm"><span class="ph">Finance Operations Workspace</span></dt> <dd class="dd"><span class="ph">Finance Operations Workspace</span> provides a single system of action to manage and prioritize work. The application displays critical information to prioritize work, and it eliminates tool sprawl.</dd> </dl> </section> </div> <nav role="navigation"><dt class="ullinks"></dt><dd class="ullinks"><ul class="ullinks"><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/finance-case-management/concept/fin-ops-workpace.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/finance-case-management/concept/fin-ops-workpace.html">Exploring the Finance Operations Workspace</a><p class="shortdesc">The <span class="ph">Finance Operations Workspace</span> is a single system to manage and prioritize work.</p></li></ul></dd></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Finance and Supply Chain applications", "topic_id": "product/sourcing-procurement-operations/concept/fsc-common-apps-landing.html" }, { "title": "Finance Case Management", "topic_id": "product/finance-case-management/concept/fin-case-mgmt-landing-page.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations\">Zurich Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/finance-supply-chain-landing.html\">Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/fsc-common-apps-landing.html\">Finance and Supply Chain applications</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/finance-case-management/concept/fin-case-mgmt-landing-page.html\">Finance Case Management</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">Exploring Finance Case Management</span>", "bundle_id": "zurich-source-to-pay-operations", "bundle_key": 2735, "bundle_landing_page": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html", "bundle_subtitle": null, "bundle_title": "Zurich Finance and Supply Chain", "canonical_link": null, "dates": { "Added on": "2025-08-05T13:11:54.216332Z", "Created on": "2025-03-11T00:00:00Z", "Initial upload": "2025-07-30T22:25:52.095402Z", 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Management", "topic_cluster": { "clustered_by": { "enabled": true, "primary_key": "versions", "primary_sort": "top-down", "type": "subjecthead" }, "clustered_labels": [ "versions" ], "clustered_topics": [ { "bundle_id": "yokohama-source-to-pay-operations", "clustering_title": "Yokohama", "es_archived_content": false, "page_id": "product/finance-case-management/concept/explore-fin-case-mgmt.html" } ], "clustering_title": "Zurich" }, "topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-source-to-pay-operations/enus/product/finance-case-management/concept/explore-fin-case-mgmt.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/finance-case-management/concept/explore-fin-case-mgmt.html\"><body id=\"explore-fin-case-mgmt\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"explore-fin-case-mgmt\" aria-labelledby=\"title_explore-fin-case-mgmt\">\n <h1 class=\"title topictitle1\" id=\"title_explore-fin-case-mgmt\">Exploring <span class=\"ph\">Finance Case Management</span></h1>\n \n \n <div class=\"body conbody\"><p class=\"shortdesc\">Learn about the benefits and capabilities of <span class=\"ph\">Finance Case Management</span>.</p>\n <section class=\"section\" id=\"explore-fin-case-mgmt__section_oyq_333_q2c\"><h2 id=\"d199766e47\" class=\"title sectiontitle\">Benefits</h2>\n \n <p class=\"p\"><span class=\"ph\">Finance Case Management</span> offers the following benefits:</p>\n <ul class=\"ul\" id=\"explore-fin-case-mgmt__ul_lw2_k33_q2c\">\n <li class=\"li\">Deflect cases by providing process guidance and knowledge articles.</li>\n <li class=\"li\">Improve case routing so that finance specialists handle only the relevant inquiries, saving time.</li>\n <li class=\"li\">Shorten response times by streamlining finance-related inquiries.</li>\n </ul>\n </section>\n <section class=\"section\" id=\"explore-fin-case-mgmt__section_dyl_kxh_wfc\"><h2 id=\"d199766e70\" class=\"title sectiontitle\">Themes</h2>\n \n <p class=\"p\">As part of the Next Experience default theme provided by the ServiceNow platform, new customers will have the Next experience coral theme enabled by default in their instance. All the email notification templates in Accounts Payable\n Operations are coral themed.</p>\n <p class=\"p\">The dark theme emits less blue light, making the display easier for your eyes and less disturbing in low-light settings. The dark theme is supported for configurable workspaces, lists, forms, dashboards, and reports.</p>\n <p class=\"p\">For more information on customizing coral theme, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/finance-case-management/concept//csh\" href=\"https://servicenow-be-prod.servicenow.com/csh?topicname=next-experience-theming&version=zurich&pubname=zurich-platform-user-interface\" class=\"xref\">Working with themes in Next Experience</a>.</p>\n <p class=\"p\">An example of the email notification template with coral theme is shown below.<img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/finance-case-management/concept/../../accounts-payable-operations/image/theme.png?_LANG=enus\" class=\"image\" id=\"explore-fin-case-mgmt__image_lb3_dzh_wfc\" alt=\"Theme\"/></p>\n </section>\n <section class=\"section\" id=\"explore-fin-case-mgmt__section_gtp_ql3_q2c\"><h2 id=\"d199766e97\" class=\"title sectiontitle\"><span class=\"ph\">Finance Case Management</span> applications</h2>\n \n <p class=\"p\"><span class=\"ph\">Finance Case Management</span> uses the following applications:</p>\n <dl class=\"dl\">\n \n <dt class=\"dt dlterm\">Employee Center</dt>\n <dd class=\"dd\">The Employee Center provides a self-service option for finance inquiries and requests. This enables employees to manage tasks related to finance requests, and provides visibility and transparency of finance processes.</dd>\n \n \n <dt class=\"dt dlterm\"><span class=\"ph\">Finance Operations Workspace</span></dt>\n <dd class=\"dd\"><span class=\"ph\">Finance Operations Workspace</span> provides a single system of action to manage and prioritize work. The application displays critical information to prioritize work, and it eliminates tool sprawl.</dd>\n \n </dl>\n </section>\n </div>\n<nav role=\"navigation\"><dt class=\"ullinks\"></dt><dd class=\"ullinks\"><ul class=\"ullinks\"><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/finance-case-management/concept/fin-ops-workpace.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/finance-case-management/concept/fin-ops-workpace.html\">Exploring the Finance Operations Workspace</a><p class=\"shortdesc\">The <span class=\"ph\">Finance Operations Workspace</span> is a single system to manage and prioritize work.</p></li></ul></dd></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Exploring Finance Case Management Learn about the benefits and capabilities of Finance Case Management. ## Benefits Finance Case Management offers the following benefits: * Deflect cases by providing process guidance and knowledge articles. * Improve case routing so that finance specialists handle only the relevant inquiries, saving time. * Shorten response times by streamlining finance-related inquiries. ## Themes As part of the Next Experience default theme provided by the ServiceNow platform, new customers will have the Next experience coral theme enabled by default in their instance. All the email notification templates in Accounts Payable Operations are coral themed. The dark theme emits less blue light, making the display easier for your eyes and less disturbing in low-light settings. The dark theme is supported for configurable workspaces, lists, forms, dashboards, and reports. For more information on customizing coral theme, see Working with themes in Next Experience. An example of the email notification template with coral theme is shown below. ## Finance Case Management applications Finance Case Management uses the following applications: #### Employee Center The Employee Center provides a self-service option for finance inquiries and requests. This enables employees to manage tasks related to finance requests, and provides visibility and transparency of finance processes. #### Finance Operations Workspace Finance Operations Workspace provides a single system of action to manage and prioritize work. The application displays critical information to prioritize work, and it eliminates tool sprawl.	--- title: Exploring Finance Case Management description: Learn about the benefits and capabilities of Finance Case Management. keywords: [] breadcrumbs: - Finance and Supply Chain - Finance and Supply Chain applications - Finance Case Management --- # Exploring Finance Case Management Learn about the benefits and capabilities of Finance Case Management. ## Benefits Finance Case Management offers the following benefits: * Deflect cases by providing process guidance and knowledge articles. * Improve case routing so that finance specialists handle only the relevant inquiries, saving time. * Shorten response times by streamlining finance-related inquiries. ## Themes As part of the Next Experience default theme provided by the ServiceNow platform, new customers will have the Next experience coral theme enabled by default in their instance. All the email notification templates in Accounts Payable Operations are coral themed. The dark theme emits less blue light, making the display easier for your eyes and less disturbing in low-light settings. The dark theme is supported for configurable workspaces, lists, forms, dashboards, and reports. For more information on customizing coral theme, see Working with themes in Next Experience. An example of the email notification template with coral theme is shown below. ## Finance Case Management applications Finance Case Management uses the following applications: #### Employee Center The Employee Center provides a self-service option for finance inquiries and requests. This enables employees to manage tasks related to finance requests, and provides visibility and transparency of finance processes. #### Finance Operations Workspace Finance Operations Workspace provides a single system of action to manage and prioritize work. The application displays critical information to prioritize work, and it eliminates tool sprawl.
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/finance-case-management/concept/fin-case-mgmt-landing-page.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/finance-case-management/concept/fin-case-mgmt-landing-page.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/finance-case-management/concept/fin-case-mgmt-landing-page.html	zurich	Finance Case Management	The ServiceNow® Finance Case Management application enables your employees and finance teams to raise, track, and resolve finance-related requests.	[]	[ "Finance and Supply Chain", "Finance and Supply Chain applications" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/finance-case-management/concept/fin-case-mgmt-landing-page.html" id="bundle:zurich-source-to-pay-operations/enus/product/finance-case-management/concept/fin-case-mgmt-landing-page.html"><body id="fin-case-mgmt-landing-page"><main role="main"><article role="article" class="dita" id="fin-case-mgmt-landing-page" aria-labelledby="title_fin-case-mgmt-landing-page"> <h1 class="title topictitle1" id="title_fin-case-mgmt-landing-page"><span class="ph">Finance Case Management</span></h1> <div class="body conbody"><p class="shortdesc">The <span class="ph">ServiceNow®</span> <span class="ph">Finance Case Management</span> application enables your employees and finance teams to raise, track, and resolve finance-related requests.</p> <section class="section" id="fin-case-mgmt-landing-page__section_h3v_fty_p2c"> <div class="table-wrap"><table count-columns="2" class="table nav-card frame-none" id="fin-case-mgmt-landing-page__table_iwv_lpv_klb" role="presentation"><caption></caption><colgroup><col style="width:50%"/><col style="width:50%"/></colgroup><tbody class="tbody"> <tr class="row"> <td class="entry"> <p class="p"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/finance-case-management/concept/explore-fin-case-mgmt.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/finance-case-management/concept/explore-fin-case-mgmt.html" class="xref" title="Learn about the benefits and capabilities of Finance Case Management."><span class="ph">Explore </span> <svg class="image svg decorative" id="fin-case-mgmt-landing-page__image_v3c_mpv_klb" viewBox="0 0 64 64" title="" width="64" height="64"><title></title><defs></defs><path class="cls-1" style="fill:#62d84e;;" d="M44.16,17.68a1.52,1.52,0,0,0-1.71-.17L28.77,25.19a1.49,1.49,0,0,0-.33,2.37l.26.26a1.52,1.52,0,0,0,1.49.38A4.51,4.51,0,0,1,36,32.5a4.06,4.06,0,0,1-.22,1.37,1.51,1.51,0,0,0,.36,1.55l.14.14a1.52,1.52,0,0,0,1.06.44,1.73,1.73,0,0,0,.32,0A1.52,1.52,0,0,0,38.75,35l5.84-15.68A1.51,1.51,0,0,0,44.16,17.68Z"></path><path class="cls-1" style="fill:#62d84e;;" d="M34.3,37.18a1.52,1.52,0,0,0-1.49-.38A4.51,4.51,0,0,1,27,32.5a4.06,4.06,0,0,1,.22-1.37,1.51,1.51,0,0,0-.36-1.55l-.14-.14a1.5,1.5,0,0,0-2.47.54L18.41,45.66a1.5,1.5,0,0,0,1.41,2,1.45,1.45,0,0,0,.73-.19l13.68-7.68a1.49,1.49,0,0,0,.33-2.37Z"></path><path d="M62,31.08,56.8,29.35A25.54,25.54,0,0,0,34.65,7.2L32.92,2a1.49,1.49,0,0,0-2.84,0L28.35,7.2A25.54,25.54,0,0,0,6.2,29.35L1,31.08a1.49,1.49,0,0,0,0,2.84L6.2,35.65A25.54,25.54,0,0,0,28.35,57.8L30.08,63a1.49,1.49,0,0,0,2.84,0l1.73-5.17A25.54,25.54,0,0,0,56.8,35.65L62,33.92a1.49,1.49,0,0,0,0-2.84ZM31.5,55A22.5,22.5,0,1,1,54,32.5,22.52,22.52,0,0,1,31.5,55Zm0-15A7.5,7.5,0,1,1,39,32.5,7.5,7.5,0,0,1,31.5,40Zm0-12A4.5,4.5,0,1,0,36,32.5,4.51,4.51,0,0,0,31.5,28Z"></path><rect class="cls-2" style="fill:none;;" width="64" height="64"></rect></svg> <span class="ph">Learn about the benefits and features of Finance Case Management.</span></a></p> </td> <td class="entry"> <p class="p"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/finance-case-management/concept/config-fin-case-mgmt.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/finance-case-management/concept/config-fin-case-mgmt.html" class="xref" title="Plan and configure your implementation for Finance Case Management."><span class="ph">Configure </span> <svg class="image svg decorative" id="fin-case-mgmt-landing-page__image_dbg_mpv_klb" viewBox="0 0 64 64" title="" width="64" height="64"><title></title><defs></defs><path class="cls-1" style="fill:#62d84e;;" d="M61.67,47.43l-1.91-1a12,12,0,0,0-.36-2.89,11.61,11.61,0,0,0-1-2.64l1.2-1.74a2,2,0,0,0-.21-2.52L57.78,35a2,2,0,0,0-2.52-.3l-1.75,1.13A12.41,12.41,0,0,0,48,34.21l-.88-1.85a2,2,0,0,0-2.29-1.09l-2.26.57a2,2,0,0,0-1.51,2l.1,2.06A12.38,12.38,0,0,0,37,40l-2.07-.17a2,2,0,0,0-2.09,1.44l-.64,2.24a2,2,0,0,0,1,2.33l1.88,1a11.74,11.74,0,0,0,.36,2.79,11.89,11.89,0,0,0,1,2.72l-1.22,1.77a2,2,0,0,0,.21,2.52l1.61,1.68a2,2,0,0,0,2.52.29l1.84-1.18a12.31,12.31,0,0,0,5.4,1.54l.94,2A2,2,0,0,0,50.07,62l2.26-.57a2,2,0,0,0,1.51-2l-.1-2.19a12.35,12.35,0,0,0,4-3.9l2.17.17A2,2,0,0,0,62,52l.64-2.24A2,2,0,0,0,61.67,47.43ZM48.59,51.25a4.78,4.78,0,1,1,3.47-5.79A4.78,4.78,0,0,1,48.59,51.25Z"></path><path d="M20.06,31a8,8,0,1,1,8-8A8,8,0,0,1,20.06,31Zm0-13a5,5,0,1,0,5,5A5,5,0,0,0,20.06,18Zm3.43,25.5H16.63a1.5,1.5,0,0,1-1.47-1.21l-.74-3.73a16.74,16.74,0,0,1-5-2.89l-3.6,1.22A1.49,1.49,0,0,1,4,36.22L.6,30.28a1.49,1.49,0,0,1,.3-1.87l2.82-2.48a16.35,16.35,0,0,1-.28-3,15.63,15.63,0,0,1,.26-2.87L.9,17.6a1.52,1.52,0,0,1-.31-1.88L4,9.78A1.5,1.5,0,0,1,5.8,9.11l3.48,1.18a16.69,16.69,0,0,1,5.17-3l.71-3.57A1.5,1.5,0,0,1,16.63,2.5h6.86A1.49,1.49,0,0,1,25,3.71l.72,3.57a16.81,16.81,0,0,1,5.16,3l3.48-1.17a1.5,1.5,0,0,1,1.78.67l3.43,5.94a1.48,1.48,0,0,1-.31,1.87l-2.79,2.46a16.76,16.76,0,0,1,.26,2.88,16.16,16.16,0,0,1-.28,3l2.81,2.48a1.5,1.5,0,0,1,.31,1.88L36.1,36.22a1.49,1.49,0,0,1-1.78.67l-3.6-1.22a16.74,16.74,0,0,1-5,2.89L25,42.29A1.49,1.49,0,0,1,23.49,43.5Zm-5.63-3h4.4l.68-3.38A1.48,1.48,0,0,1,24,36a13.76,13.76,0,0,0,5.37-3.1,1.52,1.52,0,0,1,1.51-.33l3.26,1.1,2.2-3.81L33.77,27.6a1.5,1.5,0,0,1-.47-1.48,13.77,13.77,0,0,0,.39-3.19,13.91,13.91,0,0,0-.36-3.09,1.46,1.46,0,0,1,.47-1.46l2.52-2.23-2.2-3.81L31,13.41a1.48,1.48,0,0,1-1.51-.34A13.69,13.69,0,0,0,24,9.87a1.51,1.51,0,0,1-1-1.14L22.26,5.5h-4.4l-.64,3.23a1.5,1.5,0,0,1-1,1.14,13.77,13.77,0,0,0-5.5,3.2,1.49,1.49,0,0,1-1.52.34L6,12.35l-2.2,3.81,2.52,2.22a1.46,1.46,0,0,1,.47,1.46,13.91,13.91,0,0,0-.36,3.09,13.7,13.7,0,0,0,.39,3.19,1.5,1.5,0,0,1-.47,1.48L3.81,29.85,6,33.66l3.26-1.11a1.52,1.52,0,0,1,1.51.33A13.76,13.76,0,0,0,16.15,36a1.48,1.48,0,0,1,1,1.14Z"></path><rect class="cls-2" style="fill:none;;" width="64" height="64"></rect></svg> <span class="ph">Plan and configure your implementation.</span></a></p> </td> </tr> <tr class="row"> <td class="entry"> <p class="p"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/finance-case-management/concept/using-fin-case-mgmt.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/finance-case-management/concept/using-fin-case-mgmt.html" class="xref" title="Finance specialists can create, track, and resolve finance requests efficiently."><span class="ph">Use</span> <svg class="image svg decorative" id="fin-case-mgmt-landing-page__image_pxl_d4m_syb" viewBox="0 0 64 64" title="" width="64" height="64"><title></title><defs></defs><path class="cls-1" style="fill:#62d84e;;" d="M42,36.86V32.5A3.5,3.5,0,0,0,38.5,29H30V25.26a4,4,0,1,0-3,0V29H18.5A3.5,3.5,0,0,0,15,32.5v4.36a4,4,0,1,0,3,0V32.5a.5.5,0,0,1,.5-.5H27v4.86a4,4,0,1,0,3,0V32h8.5a.5.5,0,0,1,.5.5v4.36a4,4,0,1,0,3,0Z"></path><path d="M3,32.56A25.52,25.52,0,0,1,18.07,9.29,1.5,1.5,0,1,1,19.29,12,22.51,22.51,0,0,0,13.5,49.33a1.5,1.5,0,0,1-1,2.62,1.47,1.47,0,0,1-1-.39A25.53,25.53,0,0,1,3,32.56Zm50.93,1.82a25.27,25.27,0,0,0-6.76-19.25,25.58,25.58,0,0,0-16.9-8.06l3.29-3.31a1.5,1.5,0,0,0-2.12-2.12l-6,6A1.5,1.5,0,0,0,25,8.73a1.47,1.47,0,0,0,.45,1.06l5.86,5.81a1.51,1.51,0,0,0,1.06.44,1.51,1.51,0,0,0,1-2.57L30,10.06a22.55,22.55,0,0,1,15,7.12,22.27,22.27,0,0,1,6,17C50.13,45.46,39.63,55,28,55H2.5a1.5,1.5,0,0,0,0,3H28C41.14,58,53,47.19,53.93,34.38Zm7.63,21.07-5.87-5.82a1.5,1.5,0,0,0-2.11,2.14L56.84,55H45.5a1.5,1.5,0,0,0,0,3H56.91l-3.46,3.48a1.5,1.5,0,1,0,2.13,2.11l6-6A1.52,1.52,0,0,0,62,56.5,1.49,1.49,0,0,0,61.56,55.45Z"></path><rect class="cls-2" style="fill:none;;" width="64" height="64"></rect></svg> <span class="ph">Work on finance requests, and manage finance cases, tasks, knowledge articles, and interactions.</span></a></p> </td> <td class="entry"> <p class="p"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/finance-case-management/reference/fin-case-mgmt-reference.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/finance-case-management/reference/fin-case-mgmt-reference.html" class="xref" title="Reference topics provide additional information about the lists and forms that you use in Finance Case Management."><span class="ph"> Reference</span> <svg class="image svg decorative" id="fin-case-mgmt-landing-page__image_icw_kr3_d1c" viewBox="0 0 64 64" title="" width="64" height="64"><title></title><defs></defs><path d="M62.31,5.23a1.51,1.51,0,0,0-1.44-.09L31.5,18.84,2.13,5.14a1.51,1.51,0,0,0-1.44.09A1.52,1.52,0,0,0,0,6.5v38a1.51,1.51,0,0,0,.87,1.36l30,14a1.49,1.49,0,0,0,1.26,0l30-14A1.51,1.51,0,0,0,63,44.5V6.5A1.52,1.52,0,0,0,62.31,5.23ZM3,8.86l27,12.6V56.14L3,43.54ZM60,43.54,33,56.14V21.46L60,8.86Z"></path><path d="M40.05,28.93a1.56,1.56,0,0,0,.63-.14l10.4-4.86a1.5,1.5,0,0,0-1.27-2.72l-10.4,4.86a1.5,1.5,0,0,0,.64,2.86Z"></path><path d="M40.05,36.93a1.56,1.56,0,0,0,.63-.14l12.86-6a1.5,1.5,0,0,0-1.27-2.72l-12.86,6a1.5,1.5,0,0,0,.64,2.86Z"></path><path d="M49.61,37.31l-10.2,4.76a1.5,1.5,0,0,0,.64,2.86,1.56,1.56,0,0,0,.63-.14L50.88,40a1.5,1.5,0,0,0-1.27-2.72Z"></path><path class="cls-1" style="fill:#62d84e;;" d="M21.15,25.23,12.09,20.9a1.45,1.45,0,0,0-1.41.1A1.5,1.5,0,0,0,10,22.26V33a1.51,1.51,0,0,0,.85,1.36l9.06,4.33a1.51,1.51,0,0,0,.62.14,1.41,1.41,0,0,0,.79-.24A1.5,1.5,0,0,0,22,37.36V26.59A1.51,1.51,0,0,0,21.15,25.23Z"></path><rect class="cls-2" style="fill:none;;" width="64" height="64"></rect></svg> <span class="ph">Get details about components, such as fields, tables, and properties.</span></a></p> </td> </tr> </tbody></table></div> </section> <section class="section" id="fin-case-mgmt-landing-page__section_wbx_2tj_bgc"></section> <section class="section" id="fin-case-mgmt-landing-page__section_cfk_gtj_bgc"><h2 id="d26438e160" class="title sectiontitle">Next Experience themes</h2> <p class="p">As part of the Next Experience default theme provided by the ServiceNow platform, new customers will have the Next experience coral theme enabled by default in their instance. All the email notification templates in <span class="ph">Finance Case Management</span> are coral themed.</p> <p class="p">The dark theme emits less blue light, making the display easier for your eyes and less disturbing in low-light settings. The dark theme is supported for configurable workspaces, lists, forms, dashboards, and reports.</p> <p class="p">For more information on customizing coral theme, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/finance-case-management/concept//csh" href="https://servicenow-be-prod.servicenow.com/csh?topicname=next-experience-theming&version=zurich&pubname=zurich-platform-user-interface" class="xref">Working with themes in Next Experience</a>.</p> <p class="p">Here is an example of the email notification template with coral theme:</p> <p class="p"><img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/finance-case-management/concept/../image/fin-ops-theme.png?_LANG=enus" class="image" id="fin-case-mgmt-landing-page__image_dfk_gtj_bgc" height="750" alt="Theme"/></p> </section> </div> <nav role="navigation"><dt class="ullinks"></dt><dd class="ullinks"><ul class="ullinks"><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/finance-case-management/concept/explore-fin-case-mgmt.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/finance-case-management/concept/explore-fin-case-mgmt.html">Exploring Finance Case Management</a><p class="shortdesc">Learn about the benefits and capabilities of <span class="ph">Finance Case Management</span>.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/finance-case-management/concept/config-fin-case-mgmt.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/finance-case-management/concept/config-fin-case-mgmt.html">Configuring Finance Case Management</a><p class="shortdesc">Plan and configure your implementation for <span class="ph">Finance Case Management</span>.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/finance-case-management/concept/using-fin-case-mgmt.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/finance-case-management/concept/using-fin-case-mgmt.html">Using Finance Case Management</a><p class="shortdesc">Finance specialists can create, track, and resolve finance requests efficiently.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/finance-case-management/reference/fin-case-mgmt-reference.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/finance-case-management/reference/fin-case-mgmt-reference.html">Finance Case Management reference</a><p class="shortdesc">Reference topics provide additional information about the lists and forms that you use in Finance Case Management.</p></li></ul></dd></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"><div class="col-md-4"><dt>Related concepts</dt><dd><ul><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/source-to-pay-operations/concept/fsc-common-apps.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/fsc-common-apps.html" class="link" title="Finance and Supply Chain (FSC) enhances operational efficiency by utilizing shared applications across multiple products and workflows.">Common applications in Finance and Supply Chain</a></li></ul></dd></div></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Finance and Supply Chain applications", 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], "clustered_topics": [ { "bundle_id": "yokohama-source-to-pay-operations", "clustering_title": "Yokohama", "es_archived_content": false, "page_id": "product/finance-case-management/concept/fin-case-mgmt-landing-page.html" } ], "clustering_title": "Zurich" }, "topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-source-to-pay-operations/enus/product/finance-case-management/concept/fin-case-mgmt-landing-page.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/finance-case-management/concept/fin-case-mgmt-landing-page.html\"><body id=\"fin-case-mgmt-landing-page\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"fin-case-mgmt-landing-page\" aria-labelledby=\"title_fin-case-mgmt-landing-page\">\n <h1 class=\"title topictitle1\" id=\"title_fin-case-mgmt-landing-page\"><span class=\"ph\">Finance Case Management</span></h1>\n \n \n <div class=\"body conbody\"><p class=\"shortdesc\">The <span class=\"ph\">ServiceNow®</span>\n <span class=\"ph\">Finance Case Management</span> application enables your employees and finance teams to raise, track, and resolve finance-related requests.</p>\n <section class=\"section\" id=\"fin-case-mgmt-landing-page__section_h3v_fty_p2c\">\n <div class=\"table-wrap\"><table count-columns=\"2\" class=\"table nav-card frame-none\" id=\"fin-case-mgmt-landing-page__table_iwv_lpv_klb\" role=\"presentation\"><caption></caption><colgroup><col style=\"width:50%\"/><col style=\"width:50%\"/></colgroup><tbody class=\"tbody\">\n <tr class=\"row\">\n <td class=\"entry\">\n <p class=\"p\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/finance-case-management/concept/explore-fin-case-mgmt.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/finance-case-management/concept/explore-fin-case-mgmt.html\" class=\"xref\" title=\"Learn about the benefits and capabilities of Finance Case Management.\"><span class=\"ph\">Explore </span>\n <svg class=\"image svg decorative\" id=\"fin-case-mgmt-landing-page__image_v3c_mpv_klb\" viewBox=\"0 0 64 64\" title=\"\" width=\"64\" height=\"64\"><title></title><defs></defs><path class=\"cls-1\" style=\"fill:#62d84e;;\" d=\"M44.16,17.68a1.52,1.52,0,0,0-1.71-.17L28.77,25.19a1.49,1.49,0,0,0-.33,2.37l.26.26a1.52,1.52,0,0,0,1.49.38A4.51,4.51,0,0,1,36,32.5a4.06,4.06,0,0,1-.22,1.37,1.51,1.51,0,0,0,.36,1.55l.14.14a1.52,1.52,0,0,0,1.06.44,1.73,1.73,0,0,0,.32,0A1.52,1.52,0,0,0,38.75,35l5.84-15.68A1.51,1.51,0,0,0,44.16,17.68Z\"></path><path class=\"cls-1\" style=\"fill:#62d84e;;\" d=\"M34.3,37.18a1.52,1.52,0,0,0-1.49-.38A4.51,4.51,0,0,1,27,32.5a4.06,4.06,0,0,1,.22-1.37,1.51,1.51,0,0,0-.36-1.55l-.14-.14a1.5,1.5,0,0,0-2.47.54L18.41,45.66a1.5,1.5,0,0,0,1.41,2,1.45,1.45,0,0,0,.73-.19l13.68-7.68a1.49,1.49,0,0,0,.33-2.37Z\"></path><path d=\"M62,31.08,56.8,29.35A25.54,25.54,0,0,0,34.65,7.2L32.92,2a1.49,1.49,0,0,0-2.84,0L28.35,7.2A25.54,25.54,0,0,0,6.2,29.35L1,31.08a1.49,1.49,0,0,0,0,2.84L6.2,35.65A25.54,25.54,0,0,0,28.35,57.8L30.08,63a1.49,1.49,0,0,0,2.84,0l1.73-5.17A25.54,25.54,0,0,0,56.8,35.65L62,33.92a1.49,1.49,0,0,0,0-2.84ZM31.5,55A22.5,22.5,0,1,1,54,32.5,22.52,22.52,0,0,1,31.5,55Zm0-15A7.5,7.5,0,1,1,39,32.5,7.5,7.5,0,0,1,31.5,40Zm0-12A4.5,4.5,0,1,0,36,32.5,4.51,4.51,0,0,0,31.5,28Z\"></path><rect class=\"cls-2\" style=\"fill:none;;\" width=\"64\" height=\"64\"></rect></svg>\n <span class=\"ph\">Learn about the benefits and features of Finance Case Management.</span></a></p>\n </td>\n <td class=\"entry\">\n <p class=\"p\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/finance-case-management/concept/config-fin-case-mgmt.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/finance-case-management/concept/config-fin-case-mgmt.html\" class=\"xref\" title=\"Plan and configure your implementation for Finance Case Management.\"><span class=\"ph\">Configure </span>\n <svg class=\"image svg decorative\" id=\"fin-case-mgmt-landing-page__image_dbg_mpv_klb\" viewBox=\"0 0 64 64\" title=\"\" width=\"64\" height=\"64\"><title></title><defs></defs><path class=\"cls-1\" style=\"fill:#62d84e;;\" d=\"M61.67,47.43l-1.91-1a12,12,0,0,0-.36-2.89,11.61,11.61,0,0,0-1-2.64l1.2-1.74a2,2,0,0,0-.21-2.52L57.78,35a2,2,0,0,0-2.52-.3l-1.75,1.13A12.41,12.41,0,0,0,48,34.21l-.88-1.85a2,2,0,0,0-2.29-1.09l-2.26.57a2,2,0,0,0-1.51,2l.1,2.06A12.38,12.38,0,0,0,37,40l-2.07-.17a2,2,0,0,0-2.09,1.44l-.64,2.24a2,2,0,0,0,1,2.33l1.88,1a11.74,11.74,0,0,0,.36,2.79,11.89,11.89,0,0,0,1,2.72l-1.22,1.77a2,2,0,0,0,.21,2.52l1.61,1.68a2,2,0,0,0,2.52.29l1.84-1.18a12.31,12.31,0,0,0,5.4,1.54l.94,2A2,2,0,0,0,50.07,62l2.26-.57a2,2,0,0,0,1.51-2l-.1-2.19a12.35,12.35,0,0,0,4-3.9l2.17.17A2,2,0,0,0,62,52l.64-2.24A2,2,0,0,0,61.67,47.43ZM48.59,51.25a4.78,4.78,0,1,1,3.47-5.79A4.78,4.78,0,0,1,48.59,51.25Z\"></path><path d=\"M20.06,31a8,8,0,1,1,8-8A8,8,0,0,1,20.06,31Zm0-13a5,5,0,1,0,5,5A5,5,0,0,0,20.06,18Zm3.43,25.5H16.63a1.5,1.5,0,0,1-1.47-1.21l-.74-3.73a16.74,16.74,0,0,1-5-2.89l-3.6,1.22A1.49,1.49,0,0,1,4,36.22L.6,30.28a1.49,1.49,0,0,1,.3-1.87l2.82-2.48a16.35,16.35,0,0,1-.28-3,15.63,15.63,0,0,1,.26-2.87L.9,17.6a1.52,1.52,0,0,1-.31-1.88L4,9.78A1.5,1.5,0,0,1,5.8,9.11l3.48,1.18a16.69,16.69,0,0,1,5.17-3l.71-3.57A1.5,1.5,0,0,1,16.63,2.5h6.86A1.49,1.49,0,0,1,25,3.71l.72,3.57a16.81,16.81,0,0,1,5.16,3l3.48-1.17a1.5,1.5,0,0,1,1.78.67l3.43,5.94a1.48,1.48,0,0,1-.31,1.87l-2.79,2.46a16.76,16.76,0,0,1,.26,2.88,16.16,16.16,0,0,1-.28,3l2.81,2.48a1.5,1.5,0,0,1,.31,1.88L36.1,36.22a1.49,1.49,0,0,1-1.78.67l-3.6-1.22a16.74,16.74,0,0,1-5,2.89L25,42.29A1.49,1.49,0,0,1,23.49,43.5Zm-5.63-3h4.4l.68-3.38A1.48,1.48,0,0,1,24,36a13.76,13.76,0,0,0,5.37-3.1,1.52,1.52,0,0,1,1.51-.33l3.26,1.1,2.2-3.81L33.77,27.6a1.5,1.5,0,0,1-.47-1.48,13.77,13.77,0,0,0,.39-3.19,13.91,13.91,0,0,0-.36-3.09,1.46,1.46,0,0,1,.47-1.46l2.52-2.23-2.2-3.81L31,13.41a1.48,1.48,0,0,1-1.51-.34A13.69,13.69,0,0,0,24,9.87a1.51,1.51,0,0,1-1-1.14L22.26,5.5h-4.4l-.64,3.23a1.5,1.5,0,0,1-1,1.14,13.77,13.77,0,0,0-5.5,3.2,1.49,1.49,0,0,1-1.52.34L6,12.35l-2.2,3.81,2.52,2.22a1.46,1.46,0,0,1,.47,1.46,13.91,13.91,0,0,0-.36,3.09,13.7,13.7,0,0,0,.39,3.19,1.5,1.5,0,0,1-.47,1.48L3.81,29.85,6,33.66l3.26-1.11a1.52,1.52,0,0,1,1.51.33A13.76,13.76,0,0,0,16.15,36a1.48,1.48,0,0,1,1,1.14Z\"></path><rect class=\"cls-2\" style=\"fill:none;;\" width=\"64\" height=\"64\"></rect></svg>\n <span class=\"ph\">Plan and configure your implementation.</span></a></p>\n </td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry\">\n <p class=\"p\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/finance-case-management/concept/using-fin-case-mgmt.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/finance-case-management/concept/using-fin-case-mgmt.html\" class=\"xref\" title=\"Finance specialists can create, track, and resolve finance requests efficiently.\"><span class=\"ph\">Use</span>\n <svg class=\"image svg decorative\" id=\"fin-case-mgmt-landing-page__image_pxl_d4m_syb\" viewBox=\"0 0 64 64\" title=\"\" width=\"64\" height=\"64\"><title></title><defs></defs><path class=\"cls-1\" style=\"fill:#62d84e;;\" d=\"M42,36.86V32.5A3.5,3.5,0,0,0,38.5,29H30V25.26a4,4,0,1,0-3,0V29H18.5A3.5,3.5,0,0,0,15,32.5v4.36a4,4,0,1,0,3,0V32.5a.5.5,0,0,1,.5-.5H27v4.86a4,4,0,1,0,3,0V32h8.5a.5.5,0,0,1,.5.5v4.36a4,4,0,1,0,3,0Z\"></path><path d=\"M3,32.56A25.52,25.52,0,0,1,18.07,9.29,1.5,1.5,0,1,1,19.29,12,22.51,22.51,0,0,0,13.5,49.33a1.5,1.5,0,0,1-1,2.62,1.47,1.47,0,0,1-1-.39A25.53,25.53,0,0,1,3,32.56Zm50.93,1.82a25.27,25.27,0,0,0-6.76-19.25,25.58,25.58,0,0,0-16.9-8.06l3.29-3.31a1.5,1.5,0,0,0-2.12-2.12l-6,6A1.5,1.5,0,0,0,25,8.73a1.47,1.47,0,0,0,.45,1.06l5.86,5.81a1.51,1.51,0,0,0,1.06.44,1.51,1.51,0,0,0,1-2.57L30,10.06a22.55,22.55,0,0,1,15,7.12,22.27,22.27,0,0,1,6,17C50.13,45.46,39.63,55,28,55H2.5a1.5,1.5,0,0,0,0,3H28C41.14,58,53,47.19,53.93,34.38Zm7.63,21.07-5.87-5.82a1.5,1.5,0,0,0-2.11,2.14L56.84,55H45.5a1.5,1.5,0,0,0,0,3H56.91l-3.46,3.48a1.5,1.5,0,1,0,2.13,2.11l6-6A1.52,1.52,0,0,0,62,56.5,1.49,1.49,0,0,0,61.56,55.45Z\"></path><rect class=\"cls-2\" style=\"fill:none;;\" width=\"64\" height=\"64\"></rect></svg>\n <span class=\"ph\">Work on finance requests, and manage finance cases, tasks, knowledge articles, and interactions.</span></a></p>\n </td>\n <td class=\"entry\">\n <p class=\"p\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/finance-case-management/reference/fin-case-mgmt-reference.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/finance-case-management/reference/fin-case-mgmt-reference.html\" class=\"xref\" title=\"Reference topics provide additional information about the lists and forms that you use in Finance Case Management.\"><span class=\"ph\"> Reference</span>\n <svg class=\"image svg decorative\" id=\"fin-case-mgmt-landing-page__image_icw_kr3_d1c\" viewBox=\"0 0 64 64\" title=\"\" width=\"64\" height=\"64\"><title></title><defs></defs><path d=\"M62.31,5.23a1.51,1.51,0,0,0-1.44-.09L31.5,18.84,2.13,5.14a1.51,1.51,0,0,0-1.44.09A1.52,1.52,0,0,0,0,6.5v38a1.51,1.51,0,0,0,.87,1.36l30,14a1.49,1.49,0,0,0,1.26,0l30-14A1.51,1.51,0,0,0,63,44.5V6.5A1.52,1.52,0,0,0,62.31,5.23ZM3,8.86l27,12.6V56.14L3,43.54ZM60,43.54,33,56.14V21.46L60,8.86Z\"></path><path d=\"M40.05,28.93a1.56,1.56,0,0,0,.63-.14l10.4-4.86a1.5,1.5,0,0,0-1.27-2.72l-10.4,4.86a1.5,1.5,0,0,0,.64,2.86Z\"></path><path d=\"M40.05,36.93a1.56,1.56,0,0,0,.63-.14l12.86-6a1.5,1.5,0,0,0-1.27-2.72l-12.86,6a1.5,1.5,0,0,0,.64,2.86Z\"></path><path d=\"M49.61,37.31l-10.2,4.76a1.5,1.5,0,0,0,.64,2.86,1.56,1.56,0,0,0,.63-.14L50.88,40a1.5,1.5,0,0,0-1.27-2.72Z\"></path><path class=\"cls-1\" style=\"fill:#62d84e;;\" d=\"M21.15,25.23,12.09,20.9a1.45,1.45,0,0,0-1.41.1A1.5,1.5,0,0,0,10,22.26V33a1.51,1.51,0,0,0,.85,1.36l9.06,4.33a1.51,1.51,0,0,0,.62.14,1.41,1.41,0,0,0,.79-.24A1.5,1.5,0,0,0,22,37.36V26.59A1.51,1.51,0,0,0,21.15,25.23Z\"></path><rect class=\"cls-2\" style=\"fill:none;;\" width=\"64\" height=\"64\"></rect></svg>\n <span class=\"ph\">Get details about components, such as fields, tables, and properties.</span></a></p>\n </td>\n </tr>\n </tbody></table></div>\n </section>\n <section class=\"section\" id=\"fin-case-mgmt-landing-page__section_wbx_2tj_bgc\"></section>\n <section class=\"section\" id=\"fin-case-mgmt-landing-page__section_cfk_gtj_bgc\"><h2 id=\"d26438e160\" class=\"title sectiontitle\">Next Experience themes</h2>\n \n <p class=\"p\">As part of the Next Experience default theme provided by the ServiceNow platform, new customers will have the Next experience coral theme enabled by default in their instance. All the email notification templates in <span class=\"ph\">Finance Case Management</span> are coral themed.</p>\n <p class=\"p\">The dark theme emits less blue light, making the display easier for your eyes and less disturbing in low-light settings. The dark theme is supported for configurable workspaces, lists, forms, dashboards, and reports.</p>\n <p class=\"p\">For more information on customizing coral theme, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/finance-case-management/concept//csh\" href=\"https://servicenow-be-prod.servicenow.com/csh?topicname=next-experience-theming&version=zurich&pubname=zurich-platform-user-interface\" class=\"xref\">Working with themes in Next Experience</a>.</p>\n <p class=\"p\">Here is an example of the email notification template with coral theme:</p>\n <p class=\"p\"><img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/finance-case-management/concept/../image/fin-ops-theme.png?_LANG=enus\" class=\"image\" id=\"fin-case-mgmt-landing-page__image_dfk_gtj_bgc\" height=\"750\" alt=\"Theme\"/></p>\n </section>\n </div>\n<nav role=\"navigation\"><dt class=\"ullinks\"></dt><dd class=\"ullinks\"><ul class=\"ullinks\"><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/finance-case-management/concept/explore-fin-case-mgmt.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/finance-case-management/concept/explore-fin-case-mgmt.html\">Exploring Finance Case Management</a><p class=\"shortdesc\">Learn about the benefits and capabilities of <span class=\"ph\">Finance Case Management</span>.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/finance-case-management/concept/config-fin-case-mgmt.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/finance-case-management/concept/config-fin-case-mgmt.html\">Configuring Finance Case Management</a><p class=\"shortdesc\">Plan and configure your implementation for <span class=\"ph\">Finance Case Management</span>.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/finance-case-management/concept/using-fin-case-mgmt.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/finance-case-management/concept/using-fin-case-mgmt.html\">Using Finance Case Management</a><p class=\"shortdesc\">Finance specialists can create, track, and resolve finance requests efficiently.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/finance-case-management/reference/fin-case-mgmt-reference.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/finance-case-management/reference/fin-case-mgmt-reference.html\">Finance Case Management reference</a><p class=\"shortdesc\">Reference topics provide additional information about the lists and forms that you use in Finance Case Management.</p></li></ul></dd></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"><div class=\"col-md-4\"><dt>Related concepts</dt><dd><ul><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/source-to-pay-operations/concept/fsc-common-apps.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/fsc-common-apps.html\" class=\"link\" title=\"Finance and Supply Chain (FSC) enhances operational efficiency by utilizing shared applications across multiple products and workflows.\">Common applications in Finance and Supply Chain</a></li></ul></dd></div></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Finance Case Management The ServiceNow® Finance Case Management application enables your employees and finance teams to raise, track, and resolve finance-related requests. \| Explore Learn about the benefits and features of Finance Case Management. \| Configure Plan and configure your implementation. \| \| --- \| --- \| \| Use Work on finance requests, and manage finance cases, tasks, knowledge articles, and interactions. \| Reference Get details about components, such as fields, tables, and properties. \| ## Next Experience themes As part of the Next Experience default theme provided by the ServiceNow platform, new customers will have the Next experience coral theme enabled by default in their instance. All the email notification templates in Finance Case Management are coral themed. The dark theme emits less blue light, making the display easier for your eyes and less disturbing in low-light settings. The dark theme is supported for configurable workspaces, lists, forms, dashboards, and reports. For more information on customizing coral theme, see Working with themes in Next Experience. Here is an example of the email notification template with coral theme:	--- title: Finance Case Management description: "The ServiceNow\xAE Finance Case Management application enables your\ \ employees and finance teams to raise, track, and resolve finance-related requests." keywords: [] breadcrumbs: - Finance and Supply Chain - Finance and Supply Chain applications --- # Finance Case Management The ServiceNow® Finance Case Management application enables your employees and finance teams to raise, track, and resolve finance-related requests. \| Explore Learn about the benefits and features of Finance Case Management. \| Configure Plan and configure your implementation. \| \| --- \| --- \| \| Use Work on finance requests, and manage finance cases, tasks, knowledge articles, and interactions. \| Reference Get details about components, such as fields, tables, and properties. \| ## Next Experience themes As part of the Next Experience default theme provided by the ServiceNow platform, new customers will have the Next experience coral theme enabled by default in their instance. All the email notification templates in Finance Case Management are coral themed. The dark theme emits less blue light, making the display easier for your eyes and less disturbing in low-light settings. The dark theme is supported for configurable workspaces, lists, forms, dashboards, and reports. For more information on customizing coral theme, see Working with themes in Next Experience. Here is an example of the email notification template with coral theme:
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/configuring-source-to-pay-sap-ariba-integration.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/configuring-source-to-pay-sap-ariba-integration.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/source-to-pay-operations/concept/configuring-source-to-pay-sap-ariba-integration.html	zurich	Configuring the Source-to-Pay integration with SAP Ariba	Integrate the ServiceNow instance and SAP Ariba using the SSH, Basic Auth, OAuth 2.0, and API Key credentials SAP Ariba to authenticate ServiceNow requests.	[]	[ "Finance and Supply Chain", "Source-to-Pay Operations", "Source-to-Pay Integrations", "Source-to-Pay integration with third-party applications", "Source-to-Pay integration with SAP Ariba" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/source-to-pay-operations/concept/configuring-source-to-pay-sap-ariba-integration.html" id="bundle:zurich-source-to-pay-operations/enus/product/source-to-pay-operations/concept/configuring-source-to-pay-sap-ariba-integration.html"><body id="configuring-source-to-pay-sap-ariba-integration"><main role="main"><article role="article" class="dita" id="configuring-source-to-pay-sap-ariba-integration" aria-labelledby="title_configuring-source-to-pay-sap-ariba-integration"> <h1 class="title topictitle1" id="title_configuring-source-to-pay-sap-ariba-integration">Configuring the Source-to-Pay integration with SAP Ariba</h1> <div class="body conbody"><p class="shortdesc">Integrate the ServiceNow instance and <span class="ph">SAP Ariba</span> using the SSH, Basic Auth, OAuth 2.0, and API Key credentials <span class="ph">SAP Ariba</span> to authenticate ServiceNow requests.</p> <section class="section" id="configuring-source-to-pay-sap-ariba-integration__section_af2_chx_22c"><h2 id="d215284e48" class="title sectiontitle">Application set up</h2> <div class="p"> <ul class="ul" id="configuring-source-to-pay-sap-ariba-integration__configure-workday-learning_ul_vls_5lt_w4b"> <li class="li">Activate the Source-to-Pay integration with the <span class="ph">SAP Ariba</span> application from the <span class="ph">ServiceNow Store</span>. This automatically activates the SAP Ariba Spoke.</li> <li class="li">Set up <a class="xref true-external" href="https://www.servicenow.com/docs/bundle/yokohama-integrate-applications/page/administer/integrationhub-store-spokes/concept/sap-ariba-spoke.html" target="_blank">SAP Ariba Spoke</a>.</li> <li class="li"> <p class="p">Activate the Source-to-Pay integration framework from the <span class="ph">ServiceNow Store</span>. Source-to-Pay integration with <span class="ph">SAP Ariba</span> uses the Source-to-Pay integration framework to pull tasks from <span class="ph">SAP Ariba</span> into ServiceNow. For more information on the Source-to-Pay integration framework, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/source-to-pay-operations/concept/sap-integration-overview-2.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/sap-integration-overview-2.html" class="xref" title="As part of the Source-to-Pay (S2P) integration framework, customers can install an optional third-party ERP integration application that enables primary data, fixed assets, purchase order, receipt, invoice, and tax integration capabilities between S2P and the third-party ERP application.">Source-to-Pay integration framework</a>.</p> </li> </ul> </div> </section> <section class="section" id="configuring-source-to-pay-sap-ariba-integration__section_pks_pqt_p2c"><h2 id="d215284e98" class="title sectiontitle">Primary Data Integration with <span class="ph">SAP Ariba</span> Dependencies</h2> <p class="p">Install the following dependencies of Primary Data integration with <span class="ph">SAP Ariba</span>. When you install the plugin (sn_ariba_data_int), the dependencies are installed automatically.</p> <div class="p"> <div class="table-wrap"><table count-columns="2" class="table frame-all" id="configuring-source-to-pay-sap-ariba-integration__table_lmy_drt_p2c"><caption><span class="table--title-label">Table 1. </span><span class="title">Primary Data Integration with <span class="ph">SAP Ariba</span></span></caption><colgroup><col style="width:50%"/><col style="width:50%"/></colgroup><thead class="thead"> <tr class="row"> <th class="entry colsep-1 rowsep-1" id="configuring-source-to-pay-sap-ariba-integration__table_lmy_drt_p2c__entry__1">App name</th> <th class="entry colsep-1 rowsep-1" id="configuring-source-to-pay-sap-ariba-integration__table_lmy_drt_p2c__entry__2">Plugin ID</th> </tr> </thead><tbody class="tbody"> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="configuring-source-to-pay-sap-ariba-integration__table_lmy_drt_p2c__entry__1">ERP Integration Framework</td> <td class="entry colsep-1 rowsep-1" headers="configuring-source-to-pay-sap-ariba-integration__table_lmy_drt_p2c__entry__2">sn_fcms_intg</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="configuring-source-to-pay-sap-ariba-integration__table_lmy_drt_p2c__entry__1">Source-to-pay Common Architecture</td> <td class="entry colsep-1 rowsep-1" headers="configuring-source-to-pay-sap-ariba-integration__table_lmy_drt_p2c__entry__2">sn_shop</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="configuring-source-to-pay-sap-ariba-integration__table_lmy_drt_p2c__entry__1">Supplier Common Architecture</td> <td class="entry colsep-1 rowsep-1" headers="configuring-source-to-pay-sap-ariba-integration__table_lmy_drt_p2c__entry__2">sn_slm</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="configuring-source-to-pay-sap-ariba-integration__table_lmy_drt_p2c__entry__1">SAP Ariba Spoke</td> <td class="entry colsep-1 rowsep-1" headers="configuring-source-to-pay-sap-ariba-integration__table_lmy_drt_p2c__entry__2">sn_sap_ariba_spoke</td> </tr> </tbody></table></div> </div> </section> <section class="section" id="configuring-source-to-pay-sap-ariba-integration__section_pkx_h1j_q2c"><h2 id="d215284e182" class="title sectiontitle">Supplier Lifecycle Operations Integration Dependencies with <span class="ph">SAP Ariba</span></h2> <p class="p">Install the following dependencies of Supplier Lifecycle Operations integration with <span class="ph">SAP Ariba</span>. When you install the plugin, the dependencies get installed automatically.</p> <div class="p"> <div class="table-wrap"><table count-columns="2" class="table frame-all" id="configuring-source-to-pay-sap-ariba-integration__table_wd5_m1j_q2c"><caption><span class="table--title-label">Table 2. </span><span class="title">Supplier Lifecycle Operations Integration with <span class="ph">SAP Ariba</span></span></caption><colgroup><col style="width:50%"/><col style="width:50%"/></colgroup><thead class="thead"> <tr class="row"> <th class="entry colsep-1 rowsep-1" id="configuring-source-to-pay-sap-ariba-integration__table_wd5_m1j_q2c__entry__1">App name</th> <th class="entry colsep-1 rowsep-1" id="configuring-source-to-pay-sap-ariba-integration__table_wd5_m1j_q2c__entry__2">Plugin ID</th> </tr> </thead><tbody class="tbody"> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="configuring-source-to-pay-sap-ariba-integration__table_wd5_m1j_q2c__entry__1">Primary Data Integration with <span class="ph">SAP Ariba</span></td> <td class="entry colsep-1 rowsep-1" headers="configuring-source-to-pay-sap-ariba-integration__table_wd5_m1j_q2c__entry__2">sn_ariba_data_int</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="configuring-source-to-pay-sap-ariba-integration__table_wd5_m1j_q2c__entry__1">Source-to-Pay Integration Framework</td> <td class="entry colsep-1 rowsep-1" headers="configuring-source-to-pay-sap-ariba-integration__table_wd5_m1j_q2c__entry__2">sn_spend_intg</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="configuring-source-to-pay-sap-ariba-integration__table_wd5_m1j_q2c__entry__1">Primary Data Integration with <span class="ph">SAP Ariba</span></td> <td class="entry colsep-1 rowsep-1" headers="configuring-source-to-pay-sap-ariba-integration__table_wd5_m1j_q2c__entry__2">sn_utility_spoke</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="configuring-source-to-pay-sap-ariba-integration__table_wd5_m1j_q2c__entry__1">Finance Common Architecture</td> <td class="entry colsep-1 rowsep-1" headers="configuring-source-to-pay-sap-ariba-integration__table_wd5_m1j_q2c__entry__2">sn_fin</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="configuring-source-to-pay-sap-ariba-integration__table_wd5_m1j_q2c__entry__1">ERP Integration Framework</td> <td class="entry colsep-1 rowsep-1" headers="configuring-source-to-pay-sap-ariba-integration__table_wd5_m1j_q2c__entry__2">sn_fcms_intg</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="configuring-source-to-pay-sap-ariba-integration__table_wd5_m1j_q2c__entry__1">Supplier Common Architecture</td> <td class="entry colsep-1 rowsep-1" headers="configuring-source-to-pay-sap-ariba-integration__table_wd5_m1j_q2c__entry__2">sn_slm</td> </tr> </tbody></table></div> </div> </section> <section class="section" id="configuring-source-to-pay-sap-ariba-integration__section_b3l_vz3_q2c"><h2 id="d215284e288" class="title sectiontitle">Sourcing and Procurement Operations Integration Dependencies with <span class="ph">SAP Ariba</span></h2> <p class="p">Install the following dependencies of Sourcing and Procurement Operations integration with <span class="ph">SAP Ariba</span>. When you install the plugin, all the dependencies get installed automatically.</p> <div class="p"> <div class="table-wrap"><table count-columns="2" class="table frame-all" id="configuring-source-to-pay-sap-ariba-integration__table_mmn_b1j_q2c"><caption><span class="table--title-label">Table 3. </span><span class="title">Sourcing and Procurement Operations Integration with <span class="ph">SAP Ariba</span></span></caption><colgroup><col style="width:50%"/><col style="width:50%"/></colgroup><thead class="thead"> <tr class="row"> <th class="entry colsep-1 rowsep-1" id="configuring-source-to-pay-sap-ariba-integration__table_mmn_b1j_q2c__entry__1">App name</th> <th class="entry colsep-1 rowsep-1" id="configuring-source-to-pay-sap-ariba-integration__table_mmn_b1j_q2c__entry__2">Plugin ID</th> </tr> </thead><tbody class="tbody"> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="configuring-source-to-pay-sap-ariba-integration__table_mmn_b1j_q2c__entry__1">Primary Data Integration with <span class="ph">SAP Ariba</span></td> <td class="entry colsep-1 rowsep-1" headers="configuring-source-to-pay-sap-ariba-integration__table_mmn_b1j_q2c__entry__2">sn_ariba_data_int</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="configuring-source-to-pay-sap-ariba-integration__table_mmn_b1j_q2c__entry__1">Sourcing and Purchasing Automation</td> <td class="entry colsep-1 rowsep-1" headers="configuring-source-to-pay-sap-ariba-integration__table_mmn_b1j_q2c__entry__2">sn_pr</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="configuring-source-to-pay-sap-ariba-integration__table_mmn_b1j_q2c__entry__1">Source-to-Pay Integration Framework</td> <td class="entry colsep-1 rowsep-1" headers="configuring-source-to-pay-sap-ariba-integration__table_mmn_b1j_q2c__entry__2">sn_spend_intg</td> </tr> </tbody></table></div> </div> </section> <section class="section" id="configuring-source-to-pay-sap-ariba-integration__section_j1w_p1j_q2c"><h2 id="d215284e364" class="title sectiontitle">Accounts Payable Operations Integration Dependencies with <span class="ph">SAP Ariba</span></h2> <p class="p">Install the following dependencies of Accounts Payable Operations integration with <span class="ph">SAP Ariba</span>. When you install the plugin, all the dependencies get installed automatically.</p> <div class="p"> <div class="table-wrap"><table count-columns="2" class="table frame-all" id="configuring-source-to-pay-sap-ariba-integration__table_ssj_s1j_q2c"><caption><span class="table--title-label">Table 4. </span><span class="title">Accounts Payable Operations Integration with <span class="ph">SAP Ariba</span></span></caption><colgroup><col style="width:50%"/><col style="width:50%"/></colgroup><thead class="thead"> <tr class="row"> <th class="entry colsep-1 rowsep-1" id="configuring-source-to-pay-sap-ariba-integration__table_ssj_s1j_q2c__entry__1">App name</th> <th class="entry colsep-1 rowsep-1" id="configuring-source-to-pay-sap-ariba-integration__table_ssj_s1j_q2c__entry__2">Plugin ID</th> </tr> </thead><tbody class="tbody"> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="configuring-source-to-pay-sap-ariba-integration__table_ssj_s1j_q2c__entry__1">Primary Data Integration with <span class="ph">SAP Ariba</span></td> <td class="entry colsep-1 rowsep-1" headers="configuring-source-to-pay-sap-ariba-integration__table_ssj_s1j_q2c__entry__2">sn_ariba_data_int</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="configuring-source-to-pay-sap-ariba-integration__table_ssj_s1j_q2c__entry__1">Accounts Payable Invoice Processing</td> <td class="entry colsep-1 rowsep-1" headers="configuring-source-to-pay-sap-ariba-integration__table_ssj_s1j_q2c__entry__2">sn_ap_apm</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="configuring-source-to-pay-sap-ariba-integration__table_ssj_s1j_q2c__entry__1">Source-to-Pay Integration Framework</td> <td class="entry colsep-1 rowsep-1" headers="configuring-source-to-pay-sap-ariba-integration__table_ssj_s1j_q2c__entry__2">sn_spend_intg</td> </tr> </tbody></table></div> </div> </section> </div> <nav role="navigation"><dt class="ullinks"></dt><dd class="ullinks"><ul class="ullinks"><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/source-to-pay-operations/concept/erp-source-configuration-sap-ariba.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/erp-source-configuration-sap-ariba.html">ERP source configuration for SAP Ariba</a><p class="shortdesc">Configure your Source-to-Pay (S2P) instance to support inbound and outbound integration with your ERP system. This integration configuration enables you to post purchase order, receipt, invoice, and download primary data automatically from the ERP system.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/source-to-pay-operations/concept/define-erp-source-sap-ariba.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/define-erp-source-sap-ariba.html">Define ERP source configuration for SAP Ariba</a><p class="shortdesc">ERP source configuration determines the ERP source to which your ERP system connects. Map the integration payload with the <span class="ph">SAP Ariba</span> tables.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/source-to-pay-operations/concept/configure-service-maps-sap-ariba.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/configure-service-maps-sap-ariba.html">Configure service maps for SAP Ariba</a><p class="shortdesc">For configuring service maps, provide the connection end point and the <span class="ph">SAP Ariba</span> credentials that you set up for your authentication profile. Also, create a integration service record for each entity you want to customize.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/source-to-pay-operations/concept/look-up-primary-data-sap-ariba.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/look-up-primary-data-sap-ariba.html">Look up primary data in SAP Ariba</a><p class="shortdesc">You can run a job to look up primary data from different ERP sources into <span class="ph">ServiceNow</span>.</p></li></ul></dd></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": 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href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/finance-supply-chain-landing.html\">Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/source-to-pay-operations-overview.html\">Source-to-Pay Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/source-to-pay-integrations-landing.html\">Source-to-Pay Integrations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/source-to-pay-third-party-integration.html\">Source-to-Pay integration with third-party applications</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/source-to-pay-integration-sap-ariba.html\">Source-to-Pay integration with SAP Ariba</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">Configuring the Source-to-Pay integration with SAP Ariba</span>", "bundle_id": "zurich-source-to-pay-operations", "bundle_key": 2735, "bundle_landing_page": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html", "bundle_subtitle": null, "bundle_title": "Zurich Finance and Supply Chain", "canonical_link": null, "dates": { "Added on": "2025-08-05T13:11:54.216332Z", "Created on": "2025-06-19T00:00:00Z", "Initial upload": "2025-07-30T22:25:52.095402Z", "Updated on": "2025-07-31T00:00:00Z" }, "dislike_url": "https://servicenow-be-prod.servicenow.com/dislike/55688263", "dislikes": 0, 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"title": "Configuring the Source-to-Pay integration with SAP Ariba", "topic_cluster": { "clustered_by": { "enabled": true, "primary_key": "versions", "primary_sort": "top-down", "type": "subjecthead" }, "clustered_labels": [ "versions" ], "clustered_topics": [ { "bundle_id": "yokohama-source-to-pay-operations", "clustering_title": "Yokohama", "es_archived_content": false, "page_id": "product/source-to-pay-operations/concept/configuring-source-to-pay-sap-ariba-integration.html" }, { "bundle_id": "xanadu-source-to-pay-operations", "clustering_title": "Xanadu", "es_archived_content": false, "page_id": "product/source-to-pay-operations/concept/configuring-source-to-pay-sap-ariba-integration.html" } ], "clustering_title": "Zurich" }, "topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-source-to-pay-operations/enus/product/source-to-pay-operations/concept/configuring-source-to-pay-sap-ariba-integration.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/source-to-pay-operations/concept/configuring-source-to-pay-sap-ariba-integration.html\"><body id=\"configuring-source-to-pay-sap-ariba-integration\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"configuring-source-to-pay-sap-ariba-integration\" aria-labelledby=\"title_configuring-source-to-pay-sap-ariba-integration\">\n <h1 class=\"title topictitle1\" id=\"title_configuring-source-to-pay-sap-ariba-integration\">Configuring the Source-to-Pay integration with SAP Ariba</h1>\n \n \n <div class=\"body conbody\"><p class=\"shortdesc\">Integrate the ServiceNow instance and <span class=\"ph\">SAP Ariba</span> using the SSH, Basic Auth, OAuth 2.0, and API Key credentials <span class=\"ph\">SAP Ariba</span> to authenticate ServiceNow requests.</p>\n <section class=\"section\" id=\"configuring-source-to-pay-sap-ariba-integration__section_af2_chx_22c\"><h2 id=\"d215284e48\" class=\"title sectiontitle\">Application set up</h2>\n \n <div class=\"p\">\n <ul class=\"ul\" id=\"configuring-source-to-pay-sap-ariba-integration__configure-workday-learning_ul_vls_5lt_w4b\">\n <li class=\"li\">Activate the Source-to-Pay integration with the <span class=\"ph\">SAP Ariba</span> application from the <span class=\"ph\">ServiceNow Store</span>. This automatically activates the SAP Ariba Spoke.</li>\n <li class=\"li\">Set up <a class=\"xref true-external\" href=\"https://www.servicenow.com/docs/bundle/yokohama-integrate-applications/page/administer/integrationhub-store-spokes/concept/sap-ariba-spoke.html\" target=\"_blank\">SAP Ariba Spoke</a>.</li>\n <li class=\"li\">\n <p class=\"p\">Activate the Source-to-Pay integration framework from the <span class=\"ph\">ServiceNow Store</span>. Source-to-Pay integration with <span class=\"ph\">SAP Ariba</span> uses the Source-to-Pay integration framework to pull tasks from <span class=\"ph\">SAP Ariba</span> into ServiceNow. For more information on the Source-to-Pay integration framework, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/source-to-pay-operations/concept/sap-integration-overview-2.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/sap-integration-overview-2.html\" class=\"xref\" title=\"As part of the Source-to-Pay (S2P) integration framework, customers can install an optional third-party ERP integration application that enables primary data, fixed assets, purchase order, receipt, invoice, and tax integration capabilities between S2P and the third-party ERP application.\">Source-to-Pay integration framework</a>.</p>\n </li>\n </ul>\n </div>\n </section>\n <section class=\"section\" id=\"configuring-source-to-pay-sap-ariba-integration__section_pks_pqt_p2c\"><h2 id=\"d215284e98\" class=\"title sectiontitle\">Primary Data Integration with <span class=\"ph\">SAP Ariba</span> Dependencies</h2>\n \n <p class=\"p\">Install the following dependencies of Primary Data integration with <span class=\"ph\">SAP Ariba</span>. When you install the plugin (sn_ariba_data_int), the dependencies are installed automatically.</p>\n <div class=\"p\">\n <div class=\"table-wrap\"><table count-columns=\"2\" class=\"table frame-all\" id=\"configuring-source-to-pay-sap-ariba-integration__table_lmy_drt_p2c\"><caption><span class=\"table--title-label\">Table 1. </span><span class=\"title\">Primary Data Integration with <span class=\"ph\">SAP Ariba</span></span></caption><colgroup><col style=\"width:50%\"/><col style=\"width:50%\"/></colgroup><thead class=\"thead\">\n <tr class=\"row\">\n <th class=\"entry colsep-1 rowsep-1\" id=\"configuring-source-to-pay-sap-ariba-integration__table_lmy_drt_p2c__entry__1\">App name</th>\n <th class=\"entry colsep-1 rowsep-1\" id=\"configuring-source-to-pay-sap-ariba-integration__table_lmy_drt_p2c__entry__2\">Plugin ID</th>\n </tr>\n </thead><tbody class=\"tbody\">\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"configuring-source-to-pay-sap-ariba-integration__table_lmy_drt_p2c__entry__1\">ERP Integration Framework</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"configuring-source-to-pay-sap-ariba-integration__table_lmy_drt_p2c__entry__2\">sn_fcms_intg</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"configuring-source-to-pay-sap-ariba-integration__table_lmy_drt_p2c__entry__1\">Source-to-pay Common Architecture</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"configuring-source-to-pay-sap-ariba-integration__table_lmy_drt_p2c__entry__2\">sn_shop</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"configuring-source-to-pay-sap-ariba-integration__table_lmy_drt_p2c__entry__1\">Supplier Common Architecture</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"configuring-source-to-pay-sap-ariba-integration__table_lmy_drt_p2c__entry__2\">sn_slm</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"configuring-source-to-pay-sap-ariba-integration__table_lmy_drt_p2c__entry__1\">SAP Ariba Spoke</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"configuring-source-to-pay-sap-ariba-integration__table_lmy_drt_p2c__entry__2\">sn_sap_ariba_spoke</td>\n </tr>\n </tbody></table></div>\n </div>\n </section>\n <section class=\"section\" id=\"configuring-source-to-pay-sap-ariba-integration__section_pkx_h1j_q2c\"><h2 id=\"d215284e182\" class=\"title sectiontitle\">Supplier Lifecycle Operations Integration Dependencies with <span class=\"ph\">SAP Ariba</span></h2>\n \n <p class=\"p\">Install the following dependencies of Supplier Lifecycle Operations integration with <span class=\"ph\">SAP Ariba</span>. When you install the plugin, the dependencies get installed automatically.</p>\n <div class=\"p\">\n <div class=\"table-wrap\"><table count-columns=\"2\" class=\"table frame-all\" id=\"configuring-source-to-pay-sap-ariba-integration__table_wd5_m1j_q2c\"><caption><span class=\"table--title-label\">Table 2. </span><span class=\"title\">Supplier Lifecycle Operations Integration with <span class=\"ph\">SAP Ariba</span></span></caption><colgroup><col style=\"width:50%\"/><col style=\"width:50%\"/></colgroup><thead class=\"thead\">\n <tr class=\"row\">\n <th class=\"entry colsep-1 rowsep-1\" id=\"configuring-source-to-pay-sap-ariba-integration__table_wd5_m1j_q2c__entry__1\">App name</th>\n <th class=\"entry colsep-1 rowsep-1\" id=\"configuring-source-to-pay-sap-ariba-integration__table_wd5_m1j_q2c__entry__2\">Plugin ID</th>\n </tr>\n </thead><tbody class=\"tbody\">\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"configuring-source-to-pay-sap-ariba-integration__table_wd5_m1j_q2c__entry__1\">Primary Data Integration with <span class=\"ph\">SAP Ariba</span></td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"configuring-source-to-pay-sap-ariba-integration__table_wd5_m1j_q2c__entry__2\">sn_ariba_data_int</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"configuring-source-to-pay-sap-ariba-integration__table_wd5_m1j_q2c__entry__1\">Source-to-Pay Integration Framework</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"configuring-source-to-pay-sap-ariba-integration__table_wd5_m1j_q2c__entry__2\">sn_spend_intg</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"configuring-source-to-pay-sap-ariba-integration__table_wd5_m1j_q2c__entry__1\">Primary Data Integration with <span class=\"ph\">SAP Ariba</span></td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"configuring-source-to-pay-sap-ariba-integration__table_wd5_m1j_q2c__entry__2\">sn_utility_spoke</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"configuring-source-to-pay-sap-ariba-integration__table_wd5_m1j_q2c__entry__1\">Finance Common Architecture</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"configuring-source-to-pay-sap-ariba-integration__table_wd5_m1j_q2c__entry__2\">sn_fin</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"configuring-source-to-pay-sap-ariba-integration__table_wd5_m1j_q2c__entry__1\">ERP Integration Framework</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"configuring-source-to-pay-sap-ariba-integration__table_wd5_m1j_q2c__entry__2\">sn_fcms_intg</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"configuring-source-to-pay-sap-ariba-integration__table_wd5_m1j_q2c__entry__1\">Supplier Common Architecture</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"configuring-source-to-pay-sap-ariba-integration__table_wd5_m1j_q2c__entry__2\">sn_slm</td>\n </tr>\n </tbody></table></div>\n </div>\n </section>\n <section class=\"section\" id=\"configuring-source-to-pay-sap-ariba-integration__section_b3l_vz3_q2c\"><h2 id=\"d215284e288\" class=\"title sectiontitle\">Sourcing and Procurement Operations Integration Dependencies with <span class=\"ph\">SAP Ariba</span></h2>\n \n <p class=\"p\">Install the following dependencies of Sourcing and Procurement Operations integration with <span class=\"ph\">SAP Ariba</span>. When you install the plugin, all the dependencies get installed automatically.</p>\n <div class=\"p\">\n <div class=\"table-wrap\"><table count-columns=\"2\" class=\"table frame-all\" id=\"configuring-source-to-pay-sap-ariba-integration__table_mmn_b1j_q2c\"><caption><span class=\"table--title-label\">Table 3. </span><span class=\"title\">Sourcing and Procurement Operations Integration with <span class=\"ph\">SAP Ariba</span></span></caption><colgroup><col style=\"width:50%\"/><col style=\"width:50%\"/></colgroup><thead class=\"thead\">\n <tr class=\"row\">\n <th class=\"entry colsep-1 rowsep-1\" id=\"configuring-source-to-pay-sap-ariba-integration__table_mmn_b1j_q2c__entry__1\">App name</th>\n <th class=\"entry colsep-1 rowsep-1\" id=\"configuring-source-to-pay-sap-ariba-integration__table_mmn_b1j_q2c__entry__2\">Plugin ID</th>\n </tr>\n </thead><tbody class=\"tbody\">\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"configuring-source-to-pay-sap-ariba-integration__table_mmn_b1j_q2c__entry__1\">Primary Data Integration with <span class=\"ph\">SAP Ariba</span></td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"configuring-source-to-pay-sap-ariba-integration__table_mmn_b1j_q2c__entry__2\">sn_ariba_data_int</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"configuring-source-to-pay-sap-ariba-integration__table_mmn_b1j_q2c__entry__1\">Sourcing and Purchasing Automation</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"configuring-source-to-pay-sap-ariba-integration__table_mmn_b1j_q2c__entry__2\">sn_pr</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"configuring-source-to-pay-sap-ariba-integration__table_mmn_b1j_q2c__entry__1\">Source-to-Pay Integration Framework</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"configuring-source-to-pay-sap-ariba-integration__table_mmn_b1j_q2c__entry__2\">sn_spend_intg</td>\n </tr>\n </tbody></table></div>\n </div>\n </section>\n <section class=\"section\" id=\"configuring-source-to-pay-sap-ariba-integration__section_j1w_p1j_q2c\"><h2 id=\"d215284e364\" class=\"title sectiontitle\">Accounts Payable Operations Integration Dependencies with <span class=\"ph\">SAP Ariba</span></h2>\n \n <p class=\"p\">Install the following dependencies of Accounts Payable Operations integration with <span class=\"ph\">SAP Ariba</span>. When you install the plugin, all the dependencies get installed automatically.</p>\n <div class=\"p\">\n <div class=\"table-wrap\"><table count-columns=\"2\" class=\"table frame-all\" id=\"configuring-source-to-pay-sap-ariba-integration__table_ssj_s1j_q2c\"><caption><span class=\"table--title-label\">Table 4. </span><span class=\"title\">Accounts Payable Operations Integration with <span class=\"ph\">SAP Ariba</span></span></caption><colgroup><col style=\"width:50%\"/><col style=\"width:50%\"/></colgroup><thead class=\"thead\">\n <tr class=\"row\">\n <th class=\"entry colsep-1 rowsep-1\" id=\"configuring-source-to-pay-sap-ariba-integration__table_ssj_s1j_q2c__entry__1\">App name</th>\n <th class=\"entry colsep-1 rowsep-1\" id=\"configuring-source-to-pay-sap-ariba-integration__table_ssj_s1j_q2c__entry__2\">Plugin ID</th>\n </tr>\n </thead><tbody class=\"tbody\">\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"configuring-source-to-pay-sap-ariba-integration__table_ssj_s1j_q2c__entry__1\">Primary Data Integration with <span class=\"ph\">SAP Ariba</span></td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"configuring-source-to-pay-sap-ariba-integration__table_ssj_s1j_q2c__entry__2\">sn_ariba_data_int</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"configuring-source-to-pay-sap-ariba-integration__table_ssj_s1j_q2c__entry__1\">Accounts Payable Invoice Processing</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"configuring-source-to-pay-sap-ariba-integration__table_ssj_s1j_q2c__entry__2\">sn_ap_apm</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"configuring-source-to-pay-sap-ariba-integration__table_ssj_s1j_q2c__entry__1\">Source-to-Pay Integration Framework</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"configuring-source-to-pay-sap-ariba-integration__table_ssj_s1j_q2c__entry__2\">sn_spend_intg</td>\n </tr>\n </tbody></table></div>\n </div>\n </section>\n </div>\n<nav role=\"navigation\"><dt class=\"ullinks\"></dt><dd class=\"ullinks\"><ul class=\"ullinks\"><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/source-to-pay-operations/concept/erp-source-configuration-sap-ariba.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/erp-source-configuration-sap-ariba.html\">ERP source configuration for SAP Ariba</a><p class=\"shortdesc\">Configure your Source-to-Pay (S2P) instance to support inbound and outbound integration with your ERP system. This integration configuration enables you to post purchase order, receipt, invoice, and download primary data automatically from the ERP system.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/source-to-pay-operations/concept/define-erp-source-sap-ariba.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/define-erp-source-sap-ariba.html\">Define ERP source configuration for SAP Ariba</a><p class=\"shortdesc\">ERP source configuration determines the ERP source to which your ERP system connects. Map the integration payload with the <span class=\"ph\">SAP Ariba</span> tables.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/source-to-pay-operations/concept/configure-service-maps-sap-ariba.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/configure-service-maps-sap-ariba.html\">Configure service maps for SAP Ariba</a><p class=\"shortdesc\">For configuring service maps, provide the connection end point and the <span class=\"ph\">SAP Ariba</span> credentials that you set up for your authentication profile. Also, create a integration service record for each entity you want to customize.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/source-to-pay-operations/concept/look-up-primary-data-sap-ariba.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/look-up-primary-data-sap-ariba.html\">Look up primary data in SAP Ariba</a><p class=\"shortdesc\">You can run a job to look up primary data from different ERP sources into <span class=\"ph\">ServiceNow</span>.</p></li></ul></dd></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Configuring the Source-to-Pay integration with SAP Ariba Integrate the ServiceNow instance and SAP Ariba using the SSH, Basic Auth, OAuth 2.0, and API Key credentials SAP Ariba to authenticate ServiceNow requests. ## Application set up * Activate the Source-to-Pay integration with the SAP Ariba application from the ServiceNow Store. This automatically activates the SAP Ariba Spoke. * Set up SAP Ariba Spoke. * Activate the Source-to-Pay integration framework from the ServiceNow Store. Source-to-Pay integration with SAP Ariba uses the Source-to-Pay integration framework to pull tasks from SAP Ariba into ServiceNow. For more information on the Source-to-Pay integration framework, see Source-to-Pay integration framework. ## Primary Data Integration with SAP Ariba Dependencies Install the following dependencies of Primary Data integration with SAP Ariba. When you install the plugin (sn\_ariba\_data\_int), the dependencies are installed automatically. Table 1. Primary Data Integration with SAP Ariba \| App name \| Plugin ID \| \| --- \| --- \| \| ERP Integration Framework \| sn\_fcms\_intg \| \| Source-to-pay Common Architecture \| sn\_shop \| \| Supplier Common Architecture \| sn\_slm \| \| SAP Ariba Spoke \| sn\_sap\_ariba\_spoke \| ## Supplier Lifecycle Operations Integration Dependencies with SAP Ariba Install the following dependencies of Supplier Lifecycle Operations integration with SAP Ariba. When you install the plugin, the dependencies get installed automatically. Table 2. Supplier Lifecycle Operations Integration with SAP Ariba \| App name \| Plugin ID \| \| --- \| --- \| \| Primary Data Integration with SAP Ariba \| sn\_ariba\_data\_int \| \| Source-to-Pay Integration Framework \| sn\_spend\_intg \| \| Primary Data Integration with SAP Ariba \| sn\_utility\_spoke \| \| Finance Common Architecture \| sn\_fin \| \| ERP Integration Framework \| sn\_fcms\_intg \| \| Supplier Common Architecture \| sn\_slm \| ## Sourcing and Procurement Operations Integration Dependencies with SAP Ariba Install the following dependencies of Sourcing and Procurement Operations integration with SAP Ariba. When you install the plugin, all the dependencies get installed automatically. Table 3. Sourcing and Procurement Operations Integration with SAP Ariba \| App name \| Plugin ID \| \| --- \| --- \| \| Primary Data Integration with SAP Ariba \| sn\_ariba\_data\_int \| \| Sourcing and Purchasing Automation \| sn\_pr \| \| Source-to-Pay Integration Framework \| sn\_spend\_intg \| ## Accounts Payable Operations Integration Dependencies with SAP Ariba Install the following dependencies of Accounts Payable Operations integration with SAP Ariba. When you install the plugin, all the dependencies get installed automatically. Table 4. Accounts Payable Operations Integration with SAP Ariba \| App name \| Plugin ID \| \| --- \| --- \| \| Primary Data Integration with SAP Ariba \| sn\_ariba\_data\_int \| \| Accounts Payable Invoice Processing \| sn\_ap\_apm \| \| Source-to-Pay Integration Framework \| sn\_spend\_intg \|	--- title: Configuring the Source-to-Pay integration with SAP Ariba description: Integrate the ServiceNow instance and SAP Ariba using the SSH, Basic Auth, OAuth 2.0, and API Key credentials SAP Ariba to authenticate ServiceNow requests. keywords: [] breadcrumbs: - Finance and Supply Chain - Source-to-Pay Operations - Source-to-Pay Integrations - Source-to-Pay integration with third-party applications - Source-to-Pay integration with SAP Ariba --- # Configuring the Source-to-Pay integration with SAP Ariba Integrate the ServiceNow instance and SAP Ariba using the SSH, Basic Auth, OAuth 2.0, and API Key credentials SAP Ariba to authenticate ServiceNow requests. ## Application set up * Activate the Source-to-Pay integration with the SAP Ariba application from the ServiceNow Store. This automatically activates the SAP Ariba Spoke. * Set up SAP Ariba Spoke. * Activate the Source-to-Pay integration framework from the ServiceNow Store. Source-to-Pay integration with SAP Ariba uses the Source-to-Pay integration framework to pull tasks from SAP Ariba into ServiceNow. For more information on the Source-to-Pay integration framework, see Source-to-Pay integration framework. ## Primary Data Integration with SAP Ariba Dependencies Install the following dependencies of Primary Data integration with SAP Ariba. When you install the plugin (sn\_ariba\_data\_int), the dependencies are installed automatically. Table 1. Primary Data Integration with SAP Ariba \| App name \| Plugin ID \| \| --- \| --- \| \| ERP Integration Framework \| sn\_fcms\_intg \| \| Source-to-pay Common Architecture \| sn\_shop \| \| Supplier Common Architecture \| sn\_slm \| \| SAP Ariba Spoke \| sn\_sap\_ariba\_spoke \| ## Supplier Lifecycle Operations Integration Dependencies with SAP Ariba Install the following dependencies of Supplier Lifecycle Operations integration with SAP Ariba. When you install the plugin, the dependencies get installed automatically. Table 2. Supplier Lifecycle Operations Integration with SAP Ariba \| App name \| Plugin ID \| \| --- \| --- \| \| Primary Data Integration with SAP Ariba \| sn\_ariba\_data\_int \| \| Source-to-Pay Integration Framework \| sn\_spend\_intg \| \| Primary Data Integration with SAP Ariba \| sn\_utility\_spoke \| \| Finance Common Architecture \| sn\_fin \| \| ERP Integration Framework \| sn\_fcms\_intg \| \| Supplier Common Architecture \| sn\_slm \| ## Sourcing and Procurement Operations Integration Dependencies with SAP Ariba Install the following dependencies of Sourcing and Procurement Operations integration with SAP Ariba. When you install the plugin, all the dependencies get installed automatically. Table 3. Sourcing and Procurement Operations Integration with SAP Ariba \| App name \| Plugin ID \| \| --- \| --- \| \| Primary Data Integration with SAP Ariba \| sn\_ariba\_data\_int \| \| Sourcing and Purchasing Automation \| sn\_pr \| \| Source-to-Pay Integration Framework \| sn\_spend\_intg \| ## Accounts Payable Operations Integration Dependencies with SAP Ariba Install the following dependencies of Accounts Payable Operations integration with SAP Ariba. When you install the plugin, all the dependencies get installed automatically. Table 4. Accounts Payable Operations Integration with SAP Ariba \| App name \| Plugin ID \| \| --- \| --- \| \| Primary Data Integration with SAP Ariba \| sn\_ariba\_data\_int \| \| Accounts Payable Invoice Processing \| sn\_ap\_apm \| \| Source-to-Pay Integration Framework \| sn\_spend\_intg \|
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/finance-supply-chain-landing.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/finance-supply-chain-landing.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/source-to-pay-operations/concept/finance-supply-chain-landing.html	zurich	Finance and Supply Chain	ServiceNow® Finance and Supply Chain workflows unify processes, data, and technology on a single platform. The workflows automate manual tasks, simplify approvals, and improve visibility across key processes, especially source to pay operations, helping finance, procurement, and supply chain teams	[]	[]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/source-to-pay-operations/concept/finance-supply-chain-landing.html" id="bundle:zurich-source-to-pay-operations/enus/product/source-to-pay-operations/concept/finance-supply-chain-landing.html"><body id="finance-supply-chain-landing"><main role="main"><article role="article" class="dita" id="finance-supply-chain-landing" aria-labelledby="title_finance-supply-chain-landing"> <h1 class="title topictitle1" id="title_finance-supply-chain-landing">Finance and Supply Chain</h1> <div class="body conbody"><p class="shortdesc"><span class="ph">ServiceNow®</span> Finance and Supply Chain workflows unify processes, data, and technology on a single platform. The workflows automate manual tasks, simplify approvals, and improve visibility across key processes, especially source to pay operations, helping finance, procurement, and supply chain teams operate more efficiently.</p> <section class="section" id="finance-supply-chain-landing__section_gj3_hky_5cc"> <div class="table-wrap"><table count-columns="3" class="table nav-card frame-all" id="finance-supply-chain-landing__table_mtx_gmr_tcc" role="presentation"><caption></caption><colgroup><col style="width:33.33333333333333%"/><col style="width:33.33333333333333%"/><col style="width:33.33333333333333%"/></colgroup><tbody class="tbody"> <tr class="row"> <td class="entry colsep-1"> <p class="p"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/fsc-common-apps-landing.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/fsc-common-apps-landing.html" class="xref" title="Provides information about the Finance and Supply Chain (FSC) applications."><span class="ph nav-card-title">FSC applications</span><svg class="image svg decorative" id="finance-supply-chain-landing__image_ibm_2m4_kwb" viewBox="0 0 64 64" title="" width="64" height="64"><title></title><defs></defs><path d="M53.5,58H9.5A5.51,5.51,0,0,1,4,52.5v-20A5.51,5.51,0,0,1,9.5,27h12a1.5,1.5,0,0,1,0,3H9.5A2.5,2.5,0,0,0,7,32.5v20A2.5,2.5,0,0,0,9.5,55h44A2.5,2.5,0,0,0,56,52.5v-20A2.5,2.5,0,0,0,53.5,30h-12a1.5,1.5,0,0,1,0-3h12A5.51,5.51,0,0,1,59,32.5v20A5.51,5.51,0,0,1,53.5,58Z"></path><path class="cls-1" style="fill:#62d84e;;" d="M50.56,7.44A1.47,1.47,0,0,0,49.21,7l-10,2a1.5,1.5,0,0,0-.77,2.53l2.84,2.84-6.51,5.42a12.52,12.52,0,0,0-3.27,4.39,12.52,12.52,0,0,0-3.27-4.39L21.72,14.4l2.84-2.84A1.5,1.5,0,0,0,23.79,9l-10-2A1.5,1.5,0,0,0,12,8.79l2,10a1.51,1.51,0,0,0,1,1.15,1.54,1.54,0,0,0,.43.06,1.47,1.47,0,0,0,1.06-.44l3-3,6.72,5.6C28.59,24,30,27.48,30,31.15V40.5a1.5,1.5,0,0,0,3,0V31.15c0-3.67,1.41-7.13,3.69-9l6.72-5.6,3,3A1.47,1.47,0,0,0,47.5,20a1.54,1.54,0,0,0,.43-.06,1.51,1.51,0,0,0,1-1.15l2-10A1.47,1.47,0,0,0,50.56,7.44Z"></path><rect class="cls-2" style="fill:none;;" width="64" height="64"></rect></svg><span class="ph">Learn about the FSC applications</span></a></p> </td> <td class="entry colsep-1"> <p class="p"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/now-assist-fsc-common-landing.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/now-assist-fsc-common-landing.html" class="xref" title="Use the ServiceNow Use Now Assist for Finance and Supply Chain to help fulfillers and requesters quickly summarize cases, including procurement, supplier, and invoice records, keeping them informed of progress and next steps."><span class="ph nav-card-title">Now Assist for Finance and Supply Chain</span><svg class="image svg decorative" viewBox="0 0 32 32" fill="none" id="finance-supply-chain-landing__image_ycz_1z1_fdc" title="" width="32" height="32"><title></title> <path d="M13.1003 4.27175C14.2261 4.11092 15.1106 3.22639 15.2714 2.10062C15.3092 1.83625 15.6909 1.83625 15.7286 2.10062C15.8895 3.22639 16.774 4.11092 17.8998 4.27175C18.1641 4.30951 18.1641 4.6912 17.8998 4.72896C16.774 4.88979 15.8895 5.77432 15.7286 6.90009C15.6909 7.16445 15.3092 7.16445 15.2714 6.90009C15.1106 5.77432 14.2261 4.88979 13.1003 4.72896C12.8359 4.6912 12.8359 4.30951 13.1003 4.27175Z" fill="#82D552"></path> <path d="M5.30178 18.7001C9.09503 18.0678 12.0675 15.0954 12.6997 11.3021L13.0068 9.45951C13.0997 8.90244 13.9004 8.90244 13.9932 9.45951L14.3003 11.3021C14.9325 15.0954 17.905 18.0678 21.6983 18.7001L23.5409 19.0072C24.0979 19.1 24.0979 19.9007 23.5409 19.9936L21.6983 20.3007C17.905 20.9329 14.9325 23.9053 14.3003 27.6986L13.9932 29.5412C13.9004 30.0983 13.0997 30.0983 13.0068 29.5412L12.6997 27.6986C12.0675 23.9054 9.09503 20.9329 5.30179 20.3007L3.45918 19.9936C2.90212 19.9007 2.90211 19.1 3.45918 19.0072L5.30178 18.7001Z" fill="#82D552"></path> <path d="M22.9662 5.16968C22.583 7.08565 21.0853 8.58329 19.1694 8.96649L18.3141 9.13754C17.9175 9.21686 17.9175 9.78385 18.3141 9.86317L19.1694 10.0342C21.0853 10.4174 22.583 11.9151 22.9662 13.831L23.1372 14.6863C23.2165 15.0829 23.7835 15.0829 23.8628 14.6863L24.0339 13.831C24.4171 11.9151 25.9147 10.4174 27.8307 10.0342L28.686 9.86317C29.0825 9.78385 29.0825 9.21686 28.686 9.13754L27.8307 8.96649C25.9147 8.58329 24.4171 7.08565 24.0339 5.16968L23.8628 4.31443C23.7835 3.91785 23.2165 3.91785 23.1372 4.31443L22.9662 5.16968Z" fill="#82D552"></path> </svg><span class="ph">Learn about Now Assist for Finance and Supply Chain</span></a></p> </td> <td class="entry colsep-1"> <p class="p"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/source-to-pay-operations/concept/source-to-pay-operations-overview.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/source-to-pay-operations-overview.html" class="xref" title="Streamline procurement for employees and enable work team efficiencies. Connect the source-to-pay process end-to-end."><span class="ph nav-card-title">Source-to-Pay Operations</span><svg class="image svg decorative" id="finance-supply-chain-landing__image_oqh_44r_tcc" viewBox="0 0 64 64" title="" width="64" height="64"><title></title><defs></defs><path class="cls-1" style="fill:none;;stroke:#62d84e;stroke-width:3px;;stroke-linecap:round;stroke-linejoin:round;;" d="M8,34A24,24,0,0,1,22,12.1"></path><path class="cls-1" style="fill:none;;stroke:#62d84e;stroke-width:3px;;stroke-linecap:round;stroke-linejoin:round;;" d="M44,13.14A24,24,0,0,1,56,34"></path><path class="cls-1" style="fill:none;;stroke:#62d84e;stroke-width:3px;;stroke-linecap:round;stroke-linejoin:round;;" d="M44,54.78A24,24,0,0,1,16.12,52"></path><circle class="cls-2" style="fill:none;;stroke:#000;;stroke-miterlimit:10;;stroke-width:3px;;" cx="50" cy="40" r="8"></circle><path class="cls-3" style="fill:none;;stroke:#000;;stroke-miterlimit:10;;stroke-width:3px;;" d="M36,7.75v10.5A1.75,1.75,0,0,1,34.25,20H23.75A1.75,1.75,0,0,1,22,18.25V7.75A1.75,1.75,0,0,1,23.75,6h10.5A1.75,1.75,0,0,1,36,7.75Z"></path><polygon class="cls-4" style="fill:none;;stroke-linecap:round;stroke-linejoin:round;;stroke:#000;;stroke-width:3px;;" points="6 51.99 16 36 26 52 6 51.99"></polygon><rect class="cls-5" style="fill:none;;" width="64" height="64"></rect></svg><span class="ph">Automate sourcing, procurement, and payment processes for internal and external teams to efficiently manage the goods and services needed for business operations</span></a></p> </td> </tr> <tr class="row"> <td class="entry colsep-1"> <p class="p"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/psm-overview.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/psm-overview.html" class="xref" title="With ServiceNow Sourcing and Procurement Operations (SPO), you can provide your employees with a simple automated AI-assisted tool that they can use to shop for goods and services that they need at work."><span class="ph nav-card-title">Sourcing and Procurement Operations</span><svg class="image svg decorative" id="finance-supply-chain-landing__image_gkw_nqz_5cc" viewBox="0 0 64 64" title="" width="64" height="64"><title></title><defs></defs><rect class="cls-1" style="fill:none;;" width="64" height="64"></rect><circle class="cls-2" style="fill:#62d84e;;" cx="30" cy="17" r="14"></circle><polygon class="cls-3" style="fill:none;;stroke:#231f20;stroke-linecap:round;stroke-linejoin:round;stroke-width:3px;;" points="2.5 46.45 2.5 60.45 14.5 60.45 12.1 46.45 2.5 46.45"></polygon><path class="cls-3" style="fill:none;;stroke:#231f20;stroke-linecap:round;stroke-linejoin:round;stroke-width:3px;;" d="M12.5,46.45s4-8,12-8h14a8,8,0,0,1-8,8h-6"></path><path class="cls-3" style="fill:none;;stroke:#231f20;stroke-linecap:round;stroke-linejoin:round;stroke-width:3px;;" d="M30.5,46.45h0a16.11,16.11,0,0,0,10.56-3.93l6.95-6a8,8,0,0,1,10.84.33l1.65,1.62L43.43,57.19A10,10,0,0,1,36,60.45H14.5"></path><polyline class="cls-3" style="fill:none;;stroke:#231f20;stroke-linecap:round;stroke-linejoin:round;stroke-width:3px;;" points="23.07 14.75 29.48 20.96 40.99 3.23"></polyline></svg><span class="ph">Empower employees to easily purchase from approved suppliers and minimize rogue spending with guided workflows</span></a></p> </td> <td class="entry colsep-1"> <p class="p"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/supp-mgmt-landing-page.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supp-mgmt-landing-page.html" class="xref" title="With ServiceNow Supplier Lifecycle Operations (SLO), you can effectively collaborate with suppliers, manage supplier relationships, monitor risk, compliance, and performance across the supplier life cycle."><span class="ph nav-card-title">Supplier Lifecycle Operations</span><svg class="image svg decorative" id="finance-supply-chain-landing__image_u3h_3sr_tcc" viewBox="0 0 64 64" title="" width="64" height="64"><title></title><defs></defs><path 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class="cls-1" style="fill:#62d84e;;" d="M6.78,13,.1,36.2a2,2,0,0,0,.66,2.3l4.5,2.81a1.57,1.57,0,0,0,2.18-.91L17.51,20a2.17,2.17,0,0,0-.43-2.67l-7.89-5.6C8.33,11.13,7.14,11.76,6.78,13Z"></path><path class="cls-1" style="fill:#62d84e;;" d="M54.27,11.74l-8,5.49a2.08,2.08,0,0,0-.47,2.58L55.54,39.2a1.54,1.54,0,0,0,2.15.84l4.53-2.77a2,2,0,0,0,.69-2.21L56.64,12.94C56.3,11.73,55.13,11.14,54.27,11.74Z"></path><rect class="cls-2" style="fill:none;;" width="64" height="64"></rect></svg><span class="ph">Simplify supplier onboarding, offboarding, and engagement with a unified digital experience for your teams and suppliers</span></a></p> </td> <td class="entry colsep-1"> <p class="p"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/concept/acc-pay-mgmt-landing-page.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/acc-pay-mgmt-landing-page.html" class="xref" title="The ServiceNow Accounts Payable Operations application enables you to efficiently manage invoices, invoice exceptions, invoice approvals, and supplier inquiries."><span class="ph nav-card-title">Accounts Payable Operations</span><svg class="image svg decorative" id="finance-supply-chain-landing__image_omc_dsz_5cc" viewBox="0 0 64 64" title="" width="64" height="64"><title></title><defs></defs><rect class="cls-1" style="fill:none;;" width="64" height="64"></rect><path class="cls-2" style="fill:none;;stroke:#000;stroke-linecap:round;stroke-linejoin:round;stroke-width:3px;;" d="M3.5,32.5a24,24,0,0,0,24,24h26l-8-6"></path><path class="cls-2" style="fill:none;;stroke:#000;stroke-linecap:round;stroke-linejoin:round;stroke-width:3px;;" d="M59.5,32.5a24,24,0,0,0-24-24H9.5l8,6"></path><path class="cls-3" style="fill:#62d84e;;" d="M47.73,23.31a1.88,1.88,0,0,0-2.46-1.57c-18.07,5.91-20.21-2.23-31,4.7a2,2,0,0,0-.89,2L15,40a1.89,1.89,0,0,0,2.82,1.42c9.74-5.5,12.4,1.92,30.2-4.08a2.06,2.06,0,0,0,1.35-2.22ZM31.67,36c-2,.3-3.83-1.36-4.19-3.71s.94-4.5,2.89-4.8,3.83,1.37,4.19,3.72S33.62,35.71,31.67,36Z"></path><rect class="cls-1" style="fill:none;;" width="64" height="64"></rect></svg><span class="ph">Optimize accounts payable for accurate and confident supplier payments</span></a></p> </td> </tr> <tr class="row"> <td class="entry colsep-1"></td> <td class="entry colsep-1"></td> <td class="entry colsep-1"></td> </tr> </tbody></table></div> </section> </div> </article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations\">Zurich Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span 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The workflows automate manual tasks, simplify approvals, and improve visibility across key processes, especially source to pay operations, helping finance, procurement, and supply chain teams", "dominant_bundle": null, "erp-canvas-video": null, "fsm-mobile": null, "fsm-route": null, "fsm-sched-opt": null, "fsm-wrk-order": null, "genai-round-7": null, "generator": "DITA-OT", "glossPartOfSpeech": null, "glossStatus": null, "guided setup": null, "guided tours": null, "keywords": null, "min-toc": null, "mini": null, "mini-to truec": null, "mini-toc": null, "mini_toc": null, "minitoc": null, "modification": null, "now-assist-app-gen-video": null, "order": null, "page-type": null, "page-type ": null, "prodname": null, "product": null, "product_name": null, "release": null, "resourceID": null, "roles": null, "route_page": null, "route_params_listId": null, "route_params_table": null, "route_params_type": null, "route_type": null, "setconfigurationproperties": null, "topic": null, "translation-type": "source", "version": null, "workflow": "Creator", "workplace-srvc-delvry-ditamap": null }, "page_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html", "page_key": 55688274, "preprocessed_PDF": "https://downloads.docs.servicenow.com/pdf/enus/servicenow-yokohama-source-to-pay-operations-enus.pdf", "rating": null, "read_time_data": { "char_count": 1052, "img_count": 0, "read_time": 1, "video_links": [ "" ], "word_count": 140 }, "related_links": [], "search_title": null, "title": "Finance and Supply Chain", "topic_cluster": { "clustered_by": { "enabled": true, "primary_key": "versions", "primary_sort": "top-down", "type": "subjecthead" }, "clustered_labels": [ "versions" ], "clustered_topics": [ { "bundle_id": "yokohama-source-to-pay-operations", "clustering_title": "Yokohama", "es_archived_content": false, "page_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "bundle_id": "xanadu-source-to-pay-operations", "clustering_title": "Xanadu", "es_archived_content": false, "page_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" } ], "clustering_title": "Zurich" }, "topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-source-to-pay-operations/enus/product/source-to-pay-operations/concept/finance-supply-chain-landing.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/source-to-pay-operations/concept/finance-supply-chain-landing.html\"><body id=\"finance-supply-chain-landing\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"finance-supply-chain-landing\" aria-labelledby=\"title_finance-supply-chain-landing\">\n <h1 class=\"title topictitle1\" id=\"title_finance-supply-chain-landing\">Finance and Supply Chain</h1>\n \n \n <div class=\"body conbody\"><p class=\"shortdesc\"><span class=\"ph\">ServiceNow®</span> Finance and Supply Chain workflows unify processes, data, and technology on a single platform. The workflows automate manual tasks, simplify approvals, and improve visibility across key processes, especially\n source to pay operations, helping finance, procurement, and supply chain teams operate more efficiently.</p>\n <section class=\"section\" id=\"finance-supply-chain-landing__section_gj3_hky_5cc\">\n <div class=\"table-wrap\"><table count-columns=\"3\" class=\"table nav-card frame-all\" id=\"finance-supply-chain-landing__table_mtx_gmr_tcc\" role=\"presentation\"><caption></caption><colgroup><col style=\"width:33.33333333333333%\"/><col style=\"width:33.33333333333333%\"/><col style=\"width:33.33333333333333%\"/></colgroup><tbody class=\"tbody\">\n <tr class=\"row\">\n <td class=\"entry colsep-1\">\n <p class=\"p\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/fsc-common-apps-landing.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/fsc-common-apps-landing.html\" class=\"xref\" title=\"Provides information about the Finance and Supply Chain (FSC) applications.\"><span class=\"ph nav-card-title\">FSC applications</span><svg class=\"image svg decorative\" id=\"finance-supply-chain-landing__image_ibm_2m4_kwb\" viewBox=\"0 0 64 64\" title=\"\" width=\"64\" height=\"64\"><title></title><defs></defs><path d=\"M53.5,58H9.5A5.51,5.51,0,0,1,4,52.5v-20A5.51,5.51,0,0,1,9.5,27h12a1.5,1.5,0,0,1,0,3H9.5A2.5,2.5,0,0,0,7,32.5v20A2.5,2.5,0,0,0,9.5,55h44A2.5,2.5,0,0,0,56,52.5v-20A2.5,2.5,0,0,0,53.5,30h-12a1.5,1.5,0,0,1,0-3h12A5.51,5.51,0,0,1,59,32.5v20A5.51,5.51,0,0,1,53.5,58Z\"></path><path class=\"cls-1\" style=\"fill:#62d84e;;\" d=\"M50.56,7.44A1.47,1.47,0,0,0,49.21,7l-10,2a1.5,1.5,0,0,0-.77,2.53l2.84,2.84-6.51,5.42a12.52,12.52,0,0,0-3.27,4.39,12.52,12.52,0,0,0-3.27-4.39L21.72,14.4l2.84-2.84A1.5,1.5,0,0,0,23.79,9l-10-2A1.5,1.5,0,0,0,12,8.79l2,10a1.51,1.51,0,0,0,1,1.15,1.54,1.54,0,0,0,.43.06,1.47,1.47,0,0,0,1.06-.44l3-3,6.72,5.6C28.59,24,30,27.48,30,31.15V40.5a1.5,1.5,0,0,0,3,0V31.15c0-3.67,1.41-7.13,3.69-9l6.72-5.6,3,3A1.47,1.47,0,0,0,47.5,20a1.54,1.54,0,0,0,.43-.06,1.51,1.51,0,0,0,1-1.15l2-10A1.47,1.47,0,0,0,50.56,7.44Z\"></path><rect class=\"cls-2\" style=\"fill:none;;\" width=\"64\" height=\"64\"></rect></svg><span class=\"ph\">Learn about the FSC applications</span></a></p>\n </td>\n <td class=\"entry colsep-1\">\n <p class=\"p\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/now-assist-fsc-common-landing.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/now-assist-fsc-common-landing.html\" class=\"xref\" title=\"Use the ServiceNow Use Now Assist for Finance and Supply Chain to help fulfillers and requesters quickly summarize cases, including procurement, supplier, and invoice records, keeping them informed of progress and next steps.\"><span class=\"ph nav-card-title\">Now Assist for Finance and Supply Chain</span><svg class=\"image svg decorative\" viewBox=\"0 0 32 32\" fill=\"none\" id=\"finance-supply-chain-landing__image_ycz_1z1_fdc\" title=\"\" width=\"32\" height=\"32\"><title></title>\n<path d=\"M13.1003 4.27175C14.2261 4.11092 15.1106 3.22639 15.2714 2.10062C15.3092 1.83625 15.6909 1.83625 15.7286 2.10062C15.8895 3.22639 16.774 4.11092 17.8998 4.27175C18.1641 4.30951 18.1641 4.6912 17.8998 4.72896C16.774 4.88979 15.8895 5.77432 15.7286 6.90009C15.6909 7.16445 15.3092 7.16445 15.2714 6.90009C15.1106 5.77432 14.2261 4.88979 13.1003 4.72896C12.8359 4.6912 12.8359 4.30951 13.1003 4.27175Z\" fill=\"#82D552\"></path>\n<path d=\"M5.30178 18.7001C9.09503 18.0678 12.0675 15.0954 12.6997 11.3021L13.0068 9.45951C13.0997 8.90244 13.9004 8.90244 13.9932 9.45951L14.3003 11.3021C14.9325 15.0954 17.905 18.0678 21.6983 18.7001L23.5409 19.0072C24.0979 19.1 24.0979 19.9007 23.5409 19.9936L21.6983 20.3007C17.905 20.9329 14.9325 23.9053 14.3003 27.6986L13.9932 29.5412C13.9004 30.0983 13.0997 30.0983 13.0068 29.5412L12.6997 27.6986C12.0675 23.9054 9.09503 20.9329 5.30179 20.3007L3.45918 19.9936C2.90212 19.9007 2.90211 19.1 3.45918 19.0072L5.30178 18.7001Z\" fill=\"#82D552\"></path>\n<path d=\"M22.9662 5.16968C22.583 7.08565 21.0853 8.58329 19.1694 8.96649L18.3141 9.13754C17.9175 9.21686 17.9175 9.78385 18.3141 9.86317L19.1694 10.0342C21.0853 10.4174 22.583 11.9151 22.9662 13.831L23.1372 14.6863C23.2165 15.0829 23.7835 15.0829 23.8628 14.6863L24.0339 13.831C24.4171 11.9151 25.9147 10.4174 27.8307 10.0342L28.686 9.86317C29.0825 9.78385 29.0825 9.21686 28.686 9.13754L27.8307 8.96649C25.9147 8.58329 24.4171 7.08565 24.0339 5.16968L23.8628 4.31443C23.7835 3.91785 23.2165 3.91785 23.1372 4.31443L22.9662 5.16968Z\" fill=\"#82D552\"></path>\n</svg><span class=\"ph\">Learn about Now Assist for Finance and Supply Chain</span></a></p>\n </td>\n <td class=\"entry colsep-1\">\n <p class=\"p\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/source-to-pay-operations/concept/source-to-pay-operations-overview.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/source-to-pay-operations-overview.html\" class=\"xref\" title=\"Streamline procurement for employees and enable work team efficiencies. Connect the source-to-pay process end-to-end.\"><span class=\"ph nav-card-title\">Source-to-Pay Operations</span><svg class=\"image svg decorative\" id=\"finance-supply-chain-landing__image_oqh_44r_tcc\" viewBox=\"0 0 64 64\" title=\"\" width=\"64\" height=\"64\"><title></title><defs></defs><path class=\"cls-1\" style=\"fill:none;;stroke:#62d84e;stroke-width:3px;;stroke-linecap:round;stroke-linejoin:round;;\" d=\"M8,34A24,24,0,0,1,22,12.1\"></path><path class=\"cls-1\" style=\"fill:none;;stroke:#62d84e;stroke-width:3px;;stroke-linecap:round;stroke-linejoin:round;;\" d=\"M44,13.14A24,24,0,0,1,56,34\"></path><path class=\"cls-1\" style=\"fill:none;;stroke:#62d84e;stroke-width:3px;;stroke-linecap:round;stroke-linejoin:round;;\" d=\"M44,54.78A24,24,0,0,1,16.12,52\"></path><circle class=\"cls-2\" style=\"fill:none;;stroke:#000;;stroke-miterlimit:10;;stroke-width:3px;;\" cx=\"50\" cy=\"40\" r=\"8\"></circle><path class=\"cls-3\" style=\"fill:none;;stroke:#000;;stroke-miterlimit:10;;stroke-width:3px;;\" d=\"M36,7.75v10.5A1.75,1.75,0,0,1,34.25,20H23.75A1.75,1.75,0,0,1,22,18.25V7.75A1.75,1.75,0,0,1,23.75,6h10.5A1.75,1.75,0,0,1,36,7.75Z\"></path><polygon class=\"cls-4\" style=\"fill:none;;stroke-linecap:round;stroke-linejoin:round;;stroke:#000;;stroke-width:3px;;\" points=\"6 51.99 16 36 26 52 6 51.99\"></polygon><rect class=\"cls-5\" style=\"fill:none;;\" width=\"64\" height=\"64\"></rect></svg><span class=\"ph\">Automate sourcing, procurement, and payment processes for internal and external teams to efficiently manage the goods and services needed for business operations</span></a></p>\n </td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1\">\n <p class=\"p\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/psm-overview.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/psm-overview.html\" class=\"xref\" title=\"With ServiceNow Sourcing and Procurement Operations (SPO), you can provide your employees with a simple automated AI-assisted tool that they can use to shop for goods and services that they need at work.\"><span class=\"ph nav-card-title\">Sourcing and Procurement Operations</span><svg class=\"image svg decorative\" id=\"finance-supply-chain-landing__image_gkw_nqz_5cc\" viewBox=\"0 0 64 64\" title=\"\" width=\"64\" height=\"64\"><title></title><defs></defs><rect class=\"cls-1\" style=\"fill:none;;\" width=\"64\" height=\"64\"></rect><circle class=\"cls-2\" style=\"fill:#62d84e;;\" cx=\"30\" cy=\"17\" r=\"14\"></circle><polygon class=\"cls-3\" style=\"fill:none;;stroke:#231f20;stroke-linecap:round;stroke-linejoin:round;stroke-width:3px;;\" points=\"2.5 46.45 2.5 60.45 14.5 60.45 12.1 46.45 2.5 46.45\"></polygon><path class=\"cls-3\" style=\"fill:none;;stroke:#231f20;stroke-linecap:round;stroke-linejoin:round;stroke-width:3px;;\" d=\"M12.5,46.45s4-8,12-8h14a8,8,0,0,1-8,8h-6\"></path><path class=\"cls-3\" style=\"fill:none;;stroke:#231f20;stroke-linecap:round;stroke-linejoin:round;stroke-width:3px;;\" d=\"M30.5,46.45h0a16.11,16.11,0,0,0,10.56-3.93l6.95-6a8,8,0,0,1,10.84.33l1.65,1.62L43.43,57.19A10,10,0,0,1,36,60.45H14.5\"></path><polyline class=\"cls-3\" style=\"fill:none;;stroke:#231f20;stroke-linecap:round;stroke-linejoin:round;stroke-width:3px;;\" points=\"23.07 14.75 29.48 20.96 40.99 3.23\"></polyline></svg><span class=\"ph\">Empower employees to easily purchase from approved suppliers and minimize rogue spending with guided workflows</span></a></p>\n </td>\n <td class=\"entry colsep-1\">\n <p class=\"p\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/supp-mgmt-landing-page.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supp-mgmt-landing-page.html\" class=\"xref\" title=\"With ServiceNow Supplier Lifecycle Operations (SLO), you can effectively collaborate with suppliers, manage supplier relationships, monitor risk, compliance, and performance across the supplier life cycle.\"><span class=\"ph nav-card-title\">Supplier Lifecycle Operations</span><svg class=\"image svg decorative\" id=\"finance-supply-chain-landing__image_u3h_3sr_tcc\" viewBox=\"0 0 64 64\" title=\"\" width=\"64\" height=\"64\"><title></title><defs></defs><path d=\"M59.93,32.33a1.5,1.5,0,0,0-2,.65c-1.48,2.86-7.34,4.78-9.57,5.13h0L36.5,25.78a4.78,4.78,0,0,0-7.38.35c-.39.5-.79,1-1.19,1.6s-.77,1.12-1.11,1.67a2.71,2.71,0,0,1-2,1.36,2.13,2.13,0,0,1-1.44-.45C24.06,27.39,27.12,17,35.54,17a7.74,7.74,0,0,1,6.61,3.25,1.47,1.47,0,0,0,1.29.75h5.93a1.5,1.5,0,1,0,0-3H44.21a10.84,10.84,0,0,0-8.67-4,12.56,12.56,0,0,0-9.21,4H15.8a1.5,1.5,0,1,0,0,3H24c-.29.46-.58.94-.85,1.44a30,30,0,0,0-2.89,8.11,1.53,1.53,0,0,0,.33,1.22,5.31,5.31,0,0,0,4.43,2A5.64,5.64,0,0,0,29.36,31c.32-.51.66-1,1-1.54s.73-1,1.1-1.47a1.9,1.9,0,0,1,1.39-.78,1.93,1.93,0,0,1,1.46.65L46,40a1.79,1.79,0,0,0,.27.44l-.28.29a4.35,4.35,0,0,1-5.74.43l-4.57-3.39a1.5,1.5,0,1,0-1.79,2.41l4.57,3.39a7,7,0,0,0,1.79,1l-.19.18a4.35,4.35,0,0,1-5.74.44l-4.56-3.39A1.5,1.5,0,1,0,28,44.17l4.56,3.4a7.35,7.35,0,0,0,1.79,1l-.18.19a4.37,4.37,0,0,1-5.74.44l-4.56-3.4a1.51,1.51,0,0,0-2.1.31,1.49,1.49,0,0,0,.31,2.1l4.56,3.39a7.37,7.37,0,0,0,1.78,1l-.17.17a4.37,4.37,0,0,1-5.64.52L7,36.48a1.5,1.5,0,1,0-2.19,2L20.47,55.36l.2.18a7.37,7.37,0,0,0,9.67-.73l.35-.36A1.47,1.47,0,0,0,31.05,53a7.39,7.39,0,0,0,5.21-2.21l.35-.35A1.5,1.5,0,0,0,37,49a7.41,7.41,0,0,0,5.22-2.18l.34-.35A1.45,1.45,0,0,0,42.89,45a7.44,7.44,0,0,0,5.22-2.18l.35-.35a5.28,5.28,0,0,0,1.13-1.6c3.23-.69,9-2.79,11-6.55A1.5,1.5,0,0,0,59.93,32.33Z\"></path><path class=\"cls-1\" style=\"fill:#62d84e;;\" d=\"M6.78,13,.1,36.2a2,2,0,0,0,.66,2.3l4.5,2.81a1.57,1.57,0,0,0,2.18-.91L17.51,20a2.17,2.17,0,0,0-.43-2.67l-7.89-5.6C8.33,11.13,7.14,11.76,6.78,13Z\"></path><path class=\"cls-1\" style=\"fill:#62d84e;;\" d=\"M54.27,11.74l-8,5.49a2.08,2.08,0,0,0-.47,2.58L55.54,39.2a1.54,1.54,0,0,0,2.15.84l4.53-2.77a2,2,0,0,0,.69-2.21L56.64,12.94C56.3,11.73,55.13,11.14,54.27,11.74Z\"></path><rect class=\"cls-2\" style=\"fill:none;;\" width=\"64\" height=\"64\"></rect></svg><span class=\"ph\">Simplify supplier onboarding, offboarding, and engagement with a unified digital experience for your teams and suppliers</span></a></p>\n </td>\n <td class=\"entry colsep-1\">\n <p class=\"p\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/concept/acc-pay-mgmt-landing-page.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/acc-pay-mgmt-landing-page.html\" class=\"xref\" title=\"The ServiceNow Accounts Payable Operations application enables you to efficiently manage invoices, invoice exceptions, invoice approvals, and supplier inquiries.\"><span class=\"ph nav-card-title\">Accounts Payable Operations</span><svg class=\"image svg decorative\" id=\"finance-supply-chain-landing__image_omc_dsz_5cc\" viewBox=\"0 0 64 64\" title=\"\" width=\"64\" height=\"64\"><title></title><defs></defs><rect class=\"cls-1\" style=\"fill:none;;\" width=\"64\" height=\"64\"></rect><path class=\"cls-2\" style=\"fill:none;;stroke:#000;stroke-linecap:round;stroke-linejoin:round;stroke-width:3px;;\" d=\"M3.5,32.5a24,24,0,0,0,24,24h26l-8-6\"></path><path class=\"cls-2\" style=\"fill:none;;stroke:#000;stroke-linecap:round;stroke-linejoin:round;stroke-width:3px;;\" d=\"M59.5,32.5a24,24,0,0,0-24-24H9.5l8,6\"></path><path class=\"cls-3\" style=\"fill:#62d84e;;\" d=\"M47.73,23.31a1.88,1.88,0,0,0-2.46-1.57c-18.07,5.91-20.21-2.23-31,4.7a2,2,0,0,0-.89,2L15,40a1.89,1.89,0,0,0,2.82,1.42c9.74-5.5,12.4,1.92,30.2-4.08a2.06,2.06,0,0,0,1.35-2.22ZM31.67,36c-2,.3-3.83-1.36-4.19-3.71s.94-4.5,2.89-4.8,3.83,1.37,4.19,3.72S33.62,35.71,31.67,36Z\"></path><rect class=\"cls-1\" style=\"fill:none;;\" width=\"64\" height=\"64\"></rect></svg><span class=\"ph\">Optimize accounts payable for accurate and confident supplier payments</span></a></p>\n </td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1\"></td>\n <td class=\"entry colsep-1\"></td>\n <td class=\"entry colsep-1\"></td>\n </tr>\n </tbody></table></div>\n </section>\n </div>\n</article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Finance and Supply Chain ServiceNow® Finance and Supply Chain workflows unify processes, data, and technology on a single platform. The workflows automate manual tasks, simplify approvals, and improve visibility across key processes, especially source to pay operations, helping finance, procurement, and supply chain teams operate more efficiently. \| FSC applicationsLearn about the FSC applications \| Now Assist for Finance and Supply Chain Learn about Now Assist for Finance and Supply Chain \| Source-to-Pay OperationsAutomate sourcing, procurement, and payment processes for internal and external teams to efficiently manage the goods and services needed for business operations \| \| --- \| --- \| --- \| \| Sourcing and Procurement OperationsEmpower employees to easily purchase from approved suppliers and minimize rogue spending with guided workflows \| Supplier Lifecycle OperationsSimplify supplier onboarding, offboarding, and engagement with a unified digital experience for your teams and suppliers \| Accounts Payable OperationsOptimize accounts payable for accurate and confident supplier payments \| \| \| \| \|	--- title: Finance and Supply Chain description: "ServiceNow\xAE Finance and Supply Chain workflows unify processes, data,\ \ and technology on a single platform. The workflows automate manual tasks, simplify\ \ approvals, and improve visibility across key processes, especially source to pay\ \ operations, helping finance, procurement, and supply chain teams" keywords: [] breadcrumbs: [] --- # Finance and Supply Chain ServiceNow® Finance and Supply Chain workflows unify processes, data, and technology on a single platform. The workflows automate manual tasks, simplify approvals, and improve visibility across key processes, especially source to pay operations, helping finance, procurement, and supply chain teams operate more efficiently. \| FSC applicationsLearn about the FSC applications \| Now Assist for Finance and Supply Chain Learn about Now Assist for Finance and Supply Chain \| Source-to-Pay OperationsAutomate sourcing, procurement, and payment processes for internal and external teams to efficiently manage the goods and services needed for business operations \| \| --- \| --- \| --- \| \| Sourcing and Procurement OperationsEmpower employees to easily purchase from approved suppliers and minimize rogue spending with guided workflows \| Supplier Lifecycle OperationsSimplify supplier onboarding, offboarding, and engagement with a unified digital experience for your teams and suppliers \| Accounts Payable OperationsOptimize accounts payable for accurate and confident supplier payments \| \| \| \| \|
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/fsc-common-apps.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/fsc-common-apps.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/source-to-pay-operations/concept/fsc-common-apps.html	zurich	Common applications in Finance and Supply Chain	Finance and Supply Chain (FSC) enhances operational efficiency by utilizing shared applications across multiple products and workflows.	[]	[ "Finance and Supply Chain", "Finance and Supply Chain applications" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/source-to-pay-operations/concept/fsc-common-apps.html" id="bundle:zurich-source-to-pay-operations/enus/product/source-to-pay-operations/concept/fsc-common-apps.html"><body id="fsc-common-apps"><main role="main"><article role="article" class="dita" id="fsc-common-apps" aria-labelledby="title_fsc-common-apps"> <h1 class="title topictitle1" id="title_fsc-common-apps">Common applications in Finance and Supply Chain</h1> <div class="body conbody"><p class="shortdesc">Finance and Supply Chain (FSC) enhances operational efficiency by utilizing shared applications across multiple products and workflows.</p> <div class="p">The FSC common applications enhance process efficiency and streamline collaboration across these products:<ul class="ul" id="fsc-common-apps__ul_xfg_1mb_h2c"> <li class="li"><span class="ph">Sourcing and Procurement Operations</span></li> <li class="li"><span class="ph">Supplier Lifecycle Operations</span></li> <li class="li"><span class="ph">Accounts Payable Operations</span></li> </ul></div> <div class="p">Finance and Supply Chain includes the following common applications:<ul class="ul" id="fsc-common-apps__ul_xgv_rys_g2c"> <li class="li">Finance Common Architecture [sn_fin]</li> <li class="li">ERP Integration Framework [sn_fcms_integrations]<div class="p"> <div class="note important note_important"><span class="note__title">Important:</span> Check your entitlements to determine whether you have access to ERP Integration Framework.</div> </div></li> <li class="li">Common Service Delivery [sn_spend_sdc]</li> <li class="li">Source-to-Pay Common Architecture [snc.sn_shop]</li> <li class="li">Source-to-Pay Integration Framework [sn_spend_intg]</li> </ul></div> <p class="p">To learn more about each application, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/source-to-pay-operations/concept/learn-common-apps.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/learn-common-apps.html" class="xref" title="Learn about the FSC common application plugins and their dependencies.">Learn about FSC common applications</a>.</p> <section class="section"><h2 id="d56445e103" class="title sectiontitle">Request apps on the Store</h2> <p class="p" id="fsc-common-apps__p_c21_nfg_h1c"><span class="ph" id="fsc-common-apps__inline-send-to-store">Visit the <a class="xref true-external" href="https://store.servicenow.com/sn_appstore_store.do#!/store/home" target="_blank"><span class="ph">ServiceNow Store</span></a> website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the <a class="xref" href="https://docs.servicenow.com/bundle/store-release-notes/page/release-notes/store/sn-store-release-notes.html"><span class="ph">ServiceNow Store</span> version history release notes</a>.</span></p> </section> </div> </article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Finance and Supply Chain applications", "topic_id": "product/sourcing-procurement-operations/concept/fsc-common-apps-landing.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations\">Zurich Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/finance-supply-chain-landing.html\">Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/fsc-common-apps-landing.html\">Finance and Supply Chain applications</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">Common applications in FSC</span>", "bundle_id": "zurich-source-to-pay-operations", "bundle_key": 2735, "bundle_landing_page": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html", "bundle_subtitle": null, "bundle_title": "Zurich Finance and Supply Chain", "canonical_link": null, "dates": { "Added on": "2025-08-05T13:11:54.216332Z", "Created on": "2025-02-05T00:00:00Z", "Initial upload": "2025-07-30T22:25:52.095402Z", "Updated 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"Common applications in Finance and Supply Chain", "topic_cluster": { "clustered_by": { "enabled": true, "primary_key": "versions", "primary_sort": "top-down", "type": "subjecthead" }, "clustered_labels": [ "versions" ], "clustered_topics": [ { "bundle_id": "yokohama-source-to-pay-operations", "clustering_title": "Yokohama", "es_archived_content": false, "page_id": "product/source-to-pay-operations/concept/fsc-common-apps.html" } ], "clustering_title": "Zurich" }, "topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-source-to-pay-operations/enus/product/source-to-pay-operations/concept/fsc-common-apps.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/source-to-pay-operations/concept/fsc-common-apps.html\"><body id=\"fsc-common-apps\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"fsc-common-apps\" aria-labelledby=\"title_fsc-common-apps\">\n <h1 class=\"title topictitle1\" id=\"title_fsc-common-apps\">Common applications in Finance and Supply Chain</h1>\n \n \n \n <div class=\"body conbody\"><p class=\"shortdesc\">Finance and Supply Chain (FSC) enhances operational efficiency by utilizing shared applications across multiple products and workflows.</p>\n <div class=\"p\">The FSC common applications enhance process efficiency and streamline collaboration across these products:<ul class=\"ul\" id=\"fsc-common-apps__ul_xfg_1mb_h2c\">\n <li class=\"li\"><span class=\"ph\">Sourcing and Procurement Operations</span></li>\n <li class=\"li\"><span class=\"ph\">Supplier Lifecycle Operations</span></li>\n <li class=\"li\"><span class=\"ph\">Accounts Payable Operations</span></li>\n </ul></div>\n <div class=\"p\">Finance and Supply Chain includes the following common applications:<ul class=\"ul\" id=\"fsc-common-apps__ul_xgv_rys_g2c\">\n <li class=\"li\">Finance Common Architecture [sn_fin]</li>\n <li class=\"li\">ERP Integration Framework [sn_fcms_integrations]<div class=\"p\">\n <div class=\"note important note_important\"><span class=\"note__title\">Important:</span> Check your entitlements to determine whether you have access to ERP Integration Framework.</div>\n </div></li>\n <li class=\"li\">Common Service Delivery [sn_spend_sdc]</li>\n <li class=\"li\">Source-to-Pay Common Architecture [snc.sn_shop]</li>\n <li class=\"li\">Source-to-Pay Integration Framework [sn_spend_intg]</li>\n </ul></div>\n <p class=\"p\">To learn more about each application, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/source-to-pay-operations/concept/learn-common-apps.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/learn-common-apps.html\" class=\"xref\" title=\"Learn about the FSC common application plugins and their dependencies.\">Learn about FSC common applications</a>.</p>\n <section class=\"section\"><h2 id=\"d56445e103\" class=\"title sectiontitle\">Request apps on the Store</h2>\n \n \n <p class=\"p\" id=\"fsc-common-apps__p_c21_nfg_h1c\"><span class=\"ph\" id=\"fsc-common-apps__inline-send-to-store\">Visit the <a class=\"xref true-external\" href=\"https://store.servicenow.com/sn_appstore_store.do#!/store/home\" target=\"_blank\"><span class=\"ph\">ServiceNow Store</span></a> website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the <a class=\"xref\" href=\"https://docs.servicenow.com/bundle/store-release-notes/page/release-notes/store/sn-store-release-notes.html\"><span class=\"ph\">ServiceNow Store</span> version history release notes</a>.</span></p>\n </section>\n </div>\n</article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Common applications in Finance and Supply Chain Finance and Supply Chain (FSC) enhances operational efficiency by utilizing shared applications across multiple products and workflows. The FSC common applications enhance process efficiency and streamline collaboration across these products: * Sourcing and Procurement Operations * Supplier Lifecycle Operations * Accounts Payable Operations Finance and Supply Chain includes the following common applications: * Finance Common Architecture [sn\_fin] * ERP Integration Framework [sn\_fcms\_integrations] Important: Check your entitlements to determine whether you have access to ERP Integration Framework. * Common Service Delivery [sn\_spend\_sdc] * Source-to-Pay Common Architecture [snc.sn\_shop] * Source-to-Pay Integration Framework [sn\_spend\_intg] To learn more about each application, see Learn about FSC common applications. ## Request apps on the Store Visit the ServiceNow Store website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the ServiceNow Store version history release notes.	--- title: Common applications in Finance and Supply Chain description: Finance and Supply Chain (FSC) enhances operational efficiency by utilizing shared applications across multiple products and workflows. keywords: [] breadcrumbs: - Finance and Supply Chain - Finance and Supply Chain applications --- # Common applications in Finance and Supply Chain Finance and Supply Chain (FSC) enhances operational efficiency by utilizing shared applications across multiple products and workflows. The FSC common applications enhance process efficiency and streamline collaboration across these products: * Sourcing and Procurement Operations * Supplier Lifecycle Operations * Accounts Payable Operations Finance and Supply Chain includes the following common applications: * Finance Common Architecture [sn\_fin] * ERP Integration Framework [sn\_fcms\_integrations] Important: Check your entitlements to determine whether you have access to ERP Integration Framework. * Common Service Delivery [sn\_spend\_sdc] * Source-to-Pay Common Architecture [snc.sn\_shop] * Source-to-Pay Integration Framework [sn\_spend\_intg] To learn more about each application, see Learn about FSC common applications. ## Request apps on the Store Visit the ServiceNow Store website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the ServiceNow Store version history release notes.
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/learn-common-apps.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/learn-common-apps.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/source-to-pay-operations/concept/learn-common-apps.html	zurich	Learn about FSC common applications	Learn about the FSC common application plugins and their dependencies.	[]	[ "Finance and Supply Chain", "Finance and Supply Chain applications", "Common applications in FSC" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/source-to-pay-operations/concept/learn-common-apps.html" id="bundle:zurich-source-to-pay-operations/enus/product/source-to-pay-operations/concept/learn-common-apps.html"><body id="learn-common-apps"><main role="main"><article role="article" class="dita" id="learn-common-apps" aria-labelledby="title_learn-common-apps"> <h1 class="title topictitle1" id="title_learn-common-apps">Learn about FSC common applications</h1> <div class="body conbody"><p class="shortdesc">Learn about the FSC common application plugins and their dependencies.</p> <div class="table-wrap"><table count-columns="4" class="table frame-all" id="learn-common-apps__table_ilp_t2t_g2c"><caption><span class="table--title-label">Table 1. </span><span class="title">FSC common application plugins</span></caption><colgroup><col/><col/><col/><col/></colgroup><thead class="thead"> <tr class="row"> <th class="entry colsep-1 rowsep-1" id="learn-common-apps__table_ilp_t2t_g2c__entry__1">Plugin name</th> <th class="entry colsep-1 rowsep-1" id="learn-common-apps__table_ilp_t2t_g2c__entry__2">Description</th> <th class="entry colsep-1 rowsep-1" id="learn-common-apps__table_ilp_t2t_g2c__entry__3">Dependencies</th> <th class="entry colsep-1 rowsep-1" id="learn-common-apps__table_ilp_t2t_g2c__entry__4">Mandatory/Optional</th> </tr> </thead><tbody class="tbody"> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="learn-common-apps__table_ilp_t2t_g2c__entry__1">Finance Common Architecture [sn_fin]</td> <td class="entry colsep-1 rowsep-1" headers="learn-common-apps__table_ilp_t2t_g2c__entry__2"> <p class="p">Maintains primary data such as Enterprise Resource Planning (ERP) sources, legal entities, accounting periods, and so on.</p> <p class="p">For more information about the components installed with this plugin, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/installed-with-finance-common.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/installed-with-finance-common.html" class="xref" title="Several types of components are installed with the installation of the Finance Common Architecture application, including tables and user roles.">Components installed with Finance Common Architecture</a>.</p> </td> <td class="entry colsep-1 rowsep-1" headers="learn-common-apps__table_ilp_t2t_g2c__entry__3"> <ul class="ul" id="learn-common-apps__ul_pb3_x3t_g2c"> <li class="li">Finance Applications – Common Dependencies [com.snc.fin_dep]</li> <li class="li">Fiscal Calendar [com.snc.fiscal_calendar]</li> <li class="li">Scoped Application Restricted Caller Access [com.glide.scope.access.restricted_caller]</li> <li class="li">Insert Multiple Web Service [com.glide.web_service_insert_multiple]</li> </ul> </td> <td class="entry colsep-1 rowsep-1" headers="learn-common-apps__table_ilp_t2t_g2c__entry__4">Mandatory</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="learn-common-apps__table_ilp_t2t_g2c__entry__1">ERP Integration Framework [sn_fcms_integrations]<div class="p"> <div class="note important note_important"><span class="note__title">Important:</span> Check your entitlements to determine whether you have access to ERP Integration Framework.</div> </div></td> <td class="entry colsep-1 rowsep-1" headers="learn-common-apps__table_ilp_t2t_g2c__entry__2">Provides integration support between the Platform and common ERP systems.<p class="p">For more information about the components installed with this plugin, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/installed-with-FSC-ERP.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/installed-with-FSC-ERP.html" class="xref" title="Several types of components are installed with the installation of the ERP Integration Framework application, including tables and user roles.">Components installed with ERP Integration Framework</a>.</p></td> <td class="entry colsep-1 rowsep-1" headers="learn-common-apps__table_ilp_t2t_g2c__entry__3"> <ul class="ul" id="learn-common-apps__ul_ztd_ljt_g2c"> <li class="li">Scoped Application Restricted Caller Access [com.glide.scope.access.restricted_caller]</li> <li class="li">Insert Multiple Web Service [com.glide.web_service_insert_multiple]</li> </ul> </td> <td class="entry colsep-1 rowsep-1" headers="learn-common-apps__table_ilp_t2t_g2c__entry__4">Mandatory</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="learn-common-apps__table_ilp_t2t_g2c__entry__1">Common Service Delivery [sn_spend_sdc]</td> <td class="entry colsep-1 rowsep-1" headers="learn-common-apps__table_ilp_t2t_g2c__entry__2">Contains Service Task and Service Request tables, as well as other infrastructure that forms the basis of Finance and Supply Chain workflows products.</td> <td class="entry colsep-1 rowsep-1" headers="learn-common-apps__table_ilp_t2t_g2c__entry__3"> <ul class="ul" id="learn-common-apps__ul_ljw_5ft_g2c"> <li class="li">Process Automation Designer Core [com.glide.pad.core]</li> <li class="li">Process Automation Designer for App Engine [com.glide.pad.license]</li> <li class="li">Playbook Experience [com.playbook_experience]</li> </ul> </td> <td class="entry colsep-1 rowsep-1" headers="learn-common-apps__table_ilp_t2t_g2c__entry__4">Mandatory</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="learn-common-apps__table_ilp_t2t_g2c__entry__1">Source-to-Pay Common Architecture [snc.sn_shop]</td> <td class="entry colsep-1 rowsep-1" headers="learn-common-apps__table_ilp_t2t_g2c__entry__2">Provides an architecture to store purchase orders, requisitions, sourcing requests, and other objects that are commonly used across the source-to-pay business processes.</td> <td class="entry colsep-1 rowsep-1" headers="learn-common-apps__table_ilp_t2t_g2c__entry__3"> <ul class="ul" id="learn-common-apps__ul_sn3_hlt_g2c"> <li class="li">Finance Common Architecture [com.sn_fin]</li> <li class="li">Common Service Delivery [com.sn_spend_sdc]</li> </ul> </td> <td class="entry colsep-1 rowsep-1" headers="learn-common-apps__table_ilp_t2t_g2c__entry__4">Mandatory</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="learn-common-apps__table_ilp_t2t_g2c__entry__1">Source-to-Pay Integration Framework [sn_spend_intg]</td> <td class="entry colsep-1 rowsep-1" headers="learn-common-apps__table_ilp_t2t_g2c__entry__2">Provides a set of staging tables, transform maps, and workflows to integrate Source-to-Pay Operations with third-party ERP system. For more information, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/source-to-pay-operations/concept/sap-integration-overview-2.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/sap-integration-overview-2.html" class="xref" title="As part of the Source-to-Pay (S2P) integration framework, customers can install an optional third-party ERP integration application that enables primary data, fixed assets, purchase order, receipt, invoice, and tax integration capabilities between S2P and the third-party ERP application.">Source-to-Pay integration framework</a>.</td> <td class="entry colsep-1 rowsep-1" headers="learn-common-apps__table_ilp_t2t_g2c__entry__3">Source-to-Pay Common Architecture <p class="p">[com.snc.sn_shop]</p></td> <td class="entry colsep-1 rowsep-1" headers="learn-common-apps__table_ilp_t2t_g2c__entry__4">Mandatory</td> </tr> </tbody></table></div> </div> </article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Finance and Supply Chain applications", "topic_id": "product/sourcing-procurement-operations/concept/fsc-common-apps-landing.html" }, { "title": "Common applications in FSC", "topic_id": "product/source-to-pay-operations/concept/fsc-common-apps.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations\">Zurich Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/finance-supply-chain-landing.html\">Finance and Supply Chain</a>\n<span><i class=\"fa 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"clustered_by": { "enabled": true, "primary_key": "versions", "primary_sort": "top-down", "type": "subjecthead" }, "clustered_labels": [ "versions" ], "clustered_topics": [], "clustering_title": "Zurich" }, "topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-source-to-pay-operations/enus/product/source-to-pay-operations/concept/learn-common-apps.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/source-to-pay-operations/concept/learn-common-apps.html\"><body id=\"learn-common-apps\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"learn-common-apps\" aria-labelledby=\"title_learn-common-apps\">\n <h1 class=\"title topictitle1\" id=\"title_learn-common-apps\">Learn about FSC common applications</h1>\n \n \n <div class=\"body conbody\"><p class=\"shortdesc\">Learn about the FSC common application plugins and their dependencies.</p>\n <div class=\"table-wrap\"><table count-columns=\"4\" class=\"table frame-all\" id=\"learn-common-apps__table_ilp_t2t_g2c\"><caption><span class=\"table--title-label\">Table 1. </span><span class=\"title\">FSC common application plugins</span></caption><colgroup><col/><col/><col/><col/></colgroup><thead class=\"thead\">\n <tr class=\"row\">\n <th class=\"entry colsep-1 rowsep-1\" id=\"learn-common-apps__table_ilp_t2t_g2c__entry__1\">Plugin name</th>\n <th class=\"entry colsep-1 rowsep-1\" id=\"learn-common-apps__table_ilp_t2t_g2c__entry__2\">Description</th>\n <th class=\"entry colsep-1 rowsep-1\" id=\"learn-common-apps__table_ilp_t2t_g2c__entry__3\">Dependencies</th>\n <th class=\"entry colsep-1 rowsep-1\" id=\"learn-common-apps__table_ilp_t2t_g2c__entry__4\">Mandatory/Optional</th>\n </tr>\n </thead><tbody class=\"tbody\">\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"learn-common-apps__table_ilp_t2t_g2c__entry__1\">Finance Common Architecture [sn_fin]</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"learn-common-apps__table_ilp_t2t_g2c__entry__2\">\n <p class=\"p\">Maintains primary data such as Enterprise Resource Planning (ERP) sources, legal entities, accounting periods, and so on.</p>\n <p class=\"p\">For more information about the components installed with this plugin, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/installed-with-finance-common.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/installed-with-finance-common.html\" class=\"xref\" title=\"Several types of components are installed with the installation of the Finance Common Architecture application, including tables and user roles.\">Components installed with Finance Common Architecture</a>.</p>\n </td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"learn-common-apps__table_ilp_t2t_g2c__entry__3\">\n <ul class=\"ul\" id=\"learn-common-apps__ul_pb3_x3t_g2c\">\n <li class=\"li\">Finance Applications – Common Dependencies [com.snc.fin_dep]</li>\n <li class=\"li\">Fiscal Calendar [com.snc.fiscal_calendar]</li>\n <li class=\"li\">Scoped Application Restricted Caller Access [com.glide.scope.access.restricted_caller]</li>\n <li class=\"li\">Insert Multiple Web Service [com.glide.web_service_insert_multiple]</li>\n </ul>\n </td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"learn-common-apps__table_ilp_t2t_g2c__entry__4\">Mandatory</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"learn-common-apps__table_ilp_t2t_g2c__entry__1\">ERP Integration Framework [sn_fcms_integrations]<div class=\"p\">\n <div class=\"note important note_important\"><span class=\"note__title\">Important:</span> Check your entitlements to determine whether you have access to ERP Integration Framework.</div>\n </div></td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"learn-common-apps__table_ilp_t2t_g2c__entry__2\">Provides integration support between the Platform and common ERP systems.<p class=\"p\">For more information about the components installed with this plugin, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/installed-with-FSC-ERP.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/installed-with-FSC-ERP.html\" class=\"xref\" title=\"Several types of components are installed with the installation of the ERP Integration Framework application, including tables and user roles.\">Components installed with ERP Integration Framework</a>.</p></td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"learn-common-apps__table_ilp_t2t_g2c__entry__3\">\n <ul class=\"ul\" id=\"learn-common-apps__ul_ztd_ljt_g2c\">\n <li class=\"li\">Scoped Application Restricted Caller Access [com.glide.scope.access.restricted_caller]</li>\n <li class=\"li\">Insert Multiple Web Service [com.glide.web_service_insert_multiple]</li>\n </ul>\n </td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"learn-common-apps__table_ilp_t2t_g2c__entry__4\">Mandatory</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"learn-common-apps__table_ilp_t2t_g2c__entry__1\">Common Service Delivery [sn_spend_sdc]</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"learn-common-apps__table_ilp_t2t_g2c__entry__2\">Contains Service Task and Service Request tables, as well as other infrastructure that forms the basis of Finance and Supply Chain workflows products.</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"learn-common-apps__table_ilp_t2t_g2c__entry__3\">\n <ul class=\"ul\" id=\"learn-common-apps__ul_ljw_5ft_g2c\">\n <li class=\"li\">Process Automation Designer Core [com.glide.pad.core]</li>\n <li class=\"li\">Process Automation Designer for App Engine [com.glide.pad.license]</li>\n <li class=\"li\">Playbook Experience [com.playbook_experience]</li>\n </ul>\n </td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"learn-common-apps__table_ilp_t2t_g2c__entry__4\">Mandatory</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"learn-common-apps__table_ilp_t2t_g2c__entry__1\">Source-to-Pay Common Architecture [snc.sn_shop]</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"learn-common-apps__table_ilp_t2t_g2c__entry__2\">Provides an architecture to store purchase orders, requisitions, sourcing requests, and other objects that are commonly used across the source-to-pay business processes.</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"learn-common-apps__table_ilp_t2t_g2c__entry__3\">\n <ul class=\"ul\" id=\"learn-common-apps__ul_sn3_hlt_g2c\">\n <li class=\"li\">Finance Common Architecture [com.sn_fin]</li>\n <li class=\"li\">Common Service Delivery [com.sn_spend_sdc]</li>\n </ul>\n </td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"learn-common-apps__table_ilp_t2t_g2c__entry__4\">Mandatory</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"learn-common-apps__table_ilp_t2t_g2c__entry__1\">Source-to-Pay Integration Framework [sn_spend_intg]</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"learn-common-apps__table_ilp_t2t_g2c__entry__2\">Provides a set of staging tables, transform maps, and workflows to integrate Source-to-Pay Operations with third-party ERP system. For more information, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/source-to-pay-operations/concept/sap-integration-overview-2.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/sap-integration-overview-2.html\" class=\"xref\" title=\"As part of the Source-to-Pay (S2P) integration framework, customers can install an optional third-party ERP integration application that enables primary data, fixed assets, purchase order, receipt, invoice, and tax integration capabilities between S2P and the third-party ERP application.\">Source-to-Pay integration framework</a>.</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"learn-common-apps__table_ilp_t2t_g2c__entry__3\">Source-to-Pay Common Architecture <p class=\"p\">[com.snc.sn_shop]</p></td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"learn-common-apps__table_ilp_t2t_g2c__entry__4\">Mandatory</td>\n </tr>\n </tbody></table></div>\n </div>\n</article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Learn about FSC common applications Learn about the FSC common application plugins and their dependencies. Table 1. FSC common application plugins \| Plugin name \| Description \| Dependencies \| Mandatory/Optional \| \| --- \| --- \| --- \| --- \| \| Finance Common Architecture [sn\_fin] \| Maintains primary data such as Enterprise Resource Planning (ERP) sources, legal entities, accounting periods, and so on. For more information about the components installed with this plugin, see Components installed with Finance Common Architecture. \| * Finance Applications – Common Dependencies [com.snc.fin\_dep] * Fiscal Calendar [com.snc.fiscal\_calendar] * Scoped Application Restricted Caller Access [com.glide.scope.access.restricted\_caller] * Insert Multiple Web Service [com.glide.web\_service\_insert\_multiple] \| Mandatory \| \| ERP Integration Framework [sn\_fcms\_integrations] Important: Check your entitlements to determine whether you have access to ERP Integration Framework. \| Provides integration support between the Platform and common ERP systems. For more information about the components installed with this plugin, see Components installed with ERP Integration Framework. \| * Scoped Application Restricted Caller Access [com.glide.scope.access.restricted\_caller] * Insert Multiple Web Service [com.glide.web\_service\_insert\_multiple] \| Mandatory \| \| Common Service Delivery [sn\_spend\_sdc] \| Contains Service Task and Service Request tables, as well as other infrastructure that forms the basis of Finance and Supply Chain workflows products. \| * Process Automation Designer Core [com.glide.pad.core] * Process Automation Designer for App Engine [com.glide.pad.license] * Playbook Experience [com.playbook\_experience] \| Mandatory \| \| Source-to-Pay Common Architecture [snc.sn\_shop] \| Provides an architecture to store purchase orders, requisitions, sourcing requests, and other objects that are commonly used across the source-to-pay business processes. \| * Finance Common Architecture [com.sn\_fin] * Common Service Delivery [com.sn\_spend\_sdc] \| Mandatory \| \| Source-to-Pay Integration Framework [sn\_spend\_intg] \| Provides a set of staging tables, transform maps, and workflows to integrate Source-to-Pay Operations with third-party ERP system. For more information, see Source-to-Pay integration framework. \| Source-to-Pay Common Architecture [com.snc.sn\_shop] \| Mandatory \|	--- title: Learn about FSC common applications description: Learn about the FSC common application plugins and their dependencies. keywords: [] breadcrumbs: - Finance and Supply Chain - Finance and Supply Chain applications - Common applications in FSC --- # Learn about FSC common applications Learn about the FSC common application plugins and their dependencies. Table 1. FSC common application plugins \| Plugin name \| Description \| Dependencies \| Mandatory/Optional \| \| --- \| --- \| --- \| --- \| \| Finance Common Architecture [sn\_fin] \| Maintains primary data such as Enterprise Resource Planning (ERP) sources, legal entities, accounting periods, and so on. For more information about the components installed with this plugin, see Components installed with Finance Common Architecture. \| * Finance Applications – Common Dependencies [com.snc.fin\_dep] * Fiscal Calendar [com.snc.fiscal\_calendar] * Scoped Application Restricted Caller Access [com.glide.scope.access.restricted\_caller] * Insert Multiple Web Service [com.glide.web\_service\_insert\_multiple] \| Mandatory \| \| ERP Integration Framework [sn\_fcms\_integrations] Important: Check your entitlements to determine whether you have access to ERP Integration Framework. \| Provides integration support between the Platform and common ERP systems. For more information about the components installed with this plugin, see Components installed with ERP Integration Framework. \| * Scoped Application Restricted Caller Access [com.glide.scope.access.restricted\_caller] * Insert Multiple Web Service [com.glide.web\_service\_insert\_multiple] \| Mandatory \| \| Common Service Delivery [sn\_spend\_sdc] \| Contains Service Task and Service Request tables, as well as other infrastructure that forms the basis of Finance and Supply Chain workflows products. \| * Process Automation Designer Core [com.glide.pad.core] * Process Automation Designer for App Engine [com.glide.pad.license] * Playbook Experience [com.playbook\_experience] \| Mandatory \| \| Source-to-Pay Common Architecture [snc.sn\_shop] \| Provides an architecture to store purchase orders, requisitions, sourcing requests, and other objects that are commonly used across the source-to-pay business processes. \| * Finance Common Architecture [com.sn\_fin] * Common Service Delivery [com.sn\_spend\_sdc] \| Mandatory \| \| Source-to-Pay Integration Framework [sn\_spend\_intg] \| Provides a set of staging tables, transform maps, and workflows to integrate Source-to-Pay Operations with third-party ERP system. For more information, see Source-to-Pay integration framework. \| Source-to-Pay Common Architecture [com.snc.sn\_shop] \| Mandatory \|
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/source-to-pay-operations-overview.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/source-to-pay-operations-overview.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/source-to-pay-operations/concept/source-to-pay-operations-overview.html	zurich	Source-to-Pay Operations	Streamline procurement for employees and enable work team efficiencies. Connect the source-to-pay process end-to-end.	[]	[ "Finance and Supply Chain" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/source-to-pay-operations/concept/source-to-pay-operations-overview.html" id="bundle:zurich-source-to-pay-operations/enus/product/source-to-pay-operations/concept/source-to-pay-operations-overview.html"><body class="overview" id="source-to-pay-operations-overview"><main role="main"><article role="article" class="overview dita" id="source-to-pay-operations-overview" aria-labelledby="title_source-to-pay-operations-overview"> <h1 class="title topictitle1" id="title_source-to-pay-operations-overview"><span class="ph">Source-to-Pay Operations</span></h1> <div class="body conbody"><p class="shortdesc">Streamline procurement for employees and enable work team efficiencies. Connect the source-to-pay process end-to-end.</p> <section class="section" id="source-to-pay-operations-overview__section_p4l_rnf_w5b"> <p class="p"><img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/../image/pom.png?_LANG=enus" class="image" id="source-to-pay-operations-overview__image_q4l_rnf_w5b" alt="Why Source-to-Pay Operations"/></p> </section> <section class="section" id="source-to-pay-operations-overview__section_f5x_llq_vfc"><h2 id="d170537e52" class="title sectiontitle">Application availability in <span class="ph">Source-to-Pay Operations</span></h2> <p class="p">The following table shows the applications available with Source-to-Pay Operations Standard and Source-to-Pay Operations Professional.</p> <div class="table-wrap"><table count-columns="3" class="table frame-all" id="source-to-pay-operations-overview__table_lv4_smq_vfc"><caption></caption><colgroup><col/><col/><col/></colgroup><thead class="thead"> <tr class="row"> <th class="entry colsep-1 rowsep-1" id="source-to-pay-operations-overview__table_lv4_smq_vfc__entry__1">Application</th> <th class="entry colsep-1 rowsep-1" id="source-to-pay-operations-overview__table_lv4_smq_vfc__entry__2"><span class="ph">Source-to-Pay Operations</span> Standard</th> <th class="entry colsep-1 rowsep-1" id="source-to-pay-operations-overview__table_lv4_smq_vfc__entry__3"><span class="ph">Source-to-Pay Operations</span> Professional</th> </tr> </thead><tbody class="tbody"> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="source-to-pay-operations-overview__table_lv4_smq_vfc__entry__1"><span class="ph">Procurement Case Management</span></td> <td class="entry colsep-1 rowsep-1" headers="source-to-pay-operations-overview__table_lv4_smq_vfc__entry__2"><img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/../../../reuse/images/icon-check-mark-green.png?_LANG=enus" class="image decorative" id="source-to-pay-operations-overview__image_gg4_zq2_qyb" height="20"/></td> <td class="entry colsep-1 rowsep-1" headers="source-to-pay-operations-overview__table_lv4_smq_vfc__entry__3"><img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/../../../reuse/images/icon-check-mark-green.png?_LANG=enus" class="image decorative" id="source-to-pay-operations-overview__image_jd3_c2v_vfc" height="20"/></td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="source-to-pay-operations-overview__table_lv4_smq_vfc__entry__1"><span class="ph">Invoice Case Management</span></td> <td class="entry colsep-1 rowsep-1" headers="source-to-pay-operations-overview__table_lv4_smq_vfc__entry__2"><img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/../../../reuse/images/icon-check-mark-green.png?_LANG=enus" class="image decorative" id="source-to-pay-operations-overview__image_fw5_12v_vfc" height="20"/></td> <td class="entry colsep-1 rowsep-1" headers="source-to-pay-operations-overview__table_lv4_smq_vfc__entry__3"><img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/../../../reuse/images/icon-check-mark-green.png?_LANG=enus" class="image decorative" id="source-to-pay-operations-overview__image_gdm_c2v_vfc" height="20"/></td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="source-to-pay-operations-overview__table_lv4_smq_vfc__entry__1"><span class="ph">Supplier Case Management</span></td> <td class="entry colsep-1 rowsep-1" headers="source-to-pay-operations-overview__table_lv4_smq_vfc__entry__2"><img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/../../../reuse/images/icon-check-mark-green.png?_LANG=enus" class="image decorative" id="source-to-pay-operations-overview__image_htk_zdv_vfc" height="20"/></td> <td class="entry colsep-1 rowsep-1" headers="source-to-pay-operations-overview__table_lv4_smq_vfc__entry__3"><img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/../../../reuse/images/icon-check-mark-green.png?_LANG=enus" class="image decorative" id="source-to-pay-operations-overview__image_qdq_c2v_vfc" height="20"/></td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="source-to-pay-operations-overview__table_lv4_smq_vfc__entry__1"><span class="ph">Supplier Collaboration Portal</span></td> <td class="entry colsep-1 rowsep-1" headers="source-to-pay-operations-overview__table_lv4_smq_vfc__entry__2"><img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/../../../reuse/images/icon-check-mark-green.png?_LANG=enus" class="image decorative" id="source-to-pay-operations-overview__image_op4_zdv_vfc" height="20"/></td> <td class="entry colsep-1 rowsep-1" headers="source-to-pay-operations-overview__table_lv4_smq_vfc__entry__3"><img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/../../../reuse/images/icon-check-mark-green.png?_LANG=enus" class="image decorative" id="source-to-pay-operations-overview__image_sft_c2v_vfc" height="20"/></td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="source-to-pay-operations-overview__table_lv4_smq_vfc__entry__1">ERP Integration Framework</td> <td class="entry colsep-1 rowsep-1" headers="source-to-pay-operations-overview__table_lv4_smq_vfc__entry__2">-</td> <td class="entry colsep-1 rowsep-1" headers="source-to-pay-operations-overview__table_lv4_smq_vfc__entry__3"><img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/../../../reuse/images/icon-check-mark-green.png?_LANG=enus" class="image decorative" id="source-to-pay-operations-overview__image_s2w_c2v_vfc" height="20"/></td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="source-to-pay-operations-overview__table_lv4_smq_vfc__entry__1">Platform Analytics Advanced</td> <td class="entry colsep-1 rowsep-1" headers="source-to-pay-operations-overview__table_lv4_smq_vfc__entry__2">-</td> <td class="entry colsep-1 rowsep-1" headers="source-to-pay-operations-overview__table_lv4_smq_vfc__entry__3"><img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/../../../reuse/images/icon-check-mark-green.png?_LANG=enus" class="image decorative" id="source-to-pay-operations-overview__image_scz_c2v_vfc" height="20"/></td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="source-to-pay-operations-overview__table_lv4_smq_vfc__entry__1"><span class="ph">Virtual Agent</span></td> <td class="entry colsep-1 rowsep-1" headers="source-to-pay-operations-overview__table_lv4_smq_vfc__entry__2">-</td> <td class="entry colsep-1 rowsep-1" headers="source-to-pay-operations-overview__table_lv4_smq_vfc__entry__3"><img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/../../../reuse/images/icon-check-mark-green.png?_LANG=enus" class="image decorative" id="source-to-pay-operations-overview__image_ckc_d2v_vfc" height="20"/></td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="source-to-pay-operations-overview__table_lv4_smq_vfc__entry__1"><span class="ph">Source-to-Pay Common Architecture</span></td> <td class="entry colsep-1 rowsep-1" headers="source-to-pay-operations-overview__table_lv4_smq_vfc__entry__2">-</td> <td class="entry colsep-1 rowsep-1" headers="source-to-pay-operations-overview__table_lv4_smq_vfc__entry__3"><img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/../../../reuse/images/icon-check-mark-green.png?_LANG=enus" class="image decorative" id="source-to-pay-operations-overview__image_ehf_d2v_vfc" height="20"/></td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="source-to-pay-operations-overview__table_lv4_smq_vfc__entry__1"><span class="ph">Sourcing and Purchasing Automation</span></td> <td class="entry colsep-1 rowsep-1" headers="source-to-pay-operations-overview__table_lv4_smq_vfc__entry__2">-</td> <td class="entry colsep-1 rowsep-1" headers="source-to-pay-operations-overview__table_lv4_smq_vfc__entry__3"><img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/../../../reuse/images/icon-check-mark-green.png?_LANG=enus" class="image decorative" id="source-to-pay-operations-overview__image_jt3_d2v_vfc" height="20"/></td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="source-to-pay-operations-overview__table_lv4_smq_vfc__entry__1">Spend and Savings Management</td> <td class="entry colsep-1 rowsep-1" headers="source-to-pay-operations-overview__table_lv4_smq_vfc__entry__2">-</td> <td class="entry colsep-1 rowsep-1" headers="source-to-pay-operations-overview__table_lv4_smq_vfc__entry__3"><img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/../../../reuse/images/icon-check-mark-green.png?_LANG=enus" class="image decorative" id="source-to-pay-operations-overview__image_mrq_d2v_vfc" height="20"/></td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="source-to-pay-operations-overview__table_lv4_smq_vfc__entry__1">Sourcing Pipeline Management</td> <td class="entry colsep-1 rowsep-1" headers="source-to-pay-operations-overview__table_lv4_smq_vfc__entry__2">-</td> <td class="entry colsep-1 rowsep-1" headers="source-to-pay-operations-overview__table_lv4_smq_vfc__entry__3"><img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/../../../reuse/images/icon-check-mark-green.png?_LANG=enus" class="image decorative" id="source-to-pay-operations-overview__image_cxt_d2v_vfc" height="20"/></td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="source-to-pay-operations-overview__table_lv4_smq_vfc__entry__1">Supplier Operations</td> <td class="entry colsep-1 rowsep-1" headers="source-to-pay-operations-overview__table_lv4_smq_vfc__entry__2">-</td> <td class="entry colsep-1 rowsep-1" headers="source-to-pay-operations-overview__table_lv4_smq_vfc__entry__3"><img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/../../../reuse/images/icon-check-mark-green.png?_LANG=enus" class="image decorative" id="source-to-pay-operations-overview__image_ydx_d2v_vfc" height="20"/></td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="source-to-pay-operations-overview__table_lv4_smq_vfc__entry__1">Supplier Payment Optimization</td> <td class="entry colsep-1 rowsep-1" headers="source-to-pay-operations-overview__table_lv4_smq_vfc__entry__2">-</td> <td class="entry colsep-1 rowsep-1" headers="source-to-pay-operations-overview__table_lv4_smq_vfc__entry__3"><img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/../../../reuse/images/icon-check-mark-green.png?_LANG=enus" class="image decorative" id="source-to-pay-operations-overview__image_sd1_22v_vfc" height="20"/></td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="source-to-pay-operations-overview__table_lv4_smq_vfc__entry__1">Supplier Relationship and Performance Management</td> <td class="entry colsep-1 rowsep-1" headers="source-to-pay-operations-overview__table_lv4_smq_vfc__entry__2">-</td> <td class="entry colsep-1 rowsep-1" headers="source-to-pay-operations-overview__table_lv4_smq_vfc__entry__3"><img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/../../../reuse/images/icon-check-mark-green.png?_LANG=enus" class="image decorative" id="source-to-pay-operations-overview__image_qkd_22v_vfc" height="20"/></td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="source-to-pay-operations-overview__table_lv4_smq_vfc__entry__1"><span class="ph">Accounts Payable Invoice Processing</span></td> <td class="entry colsep-1 rowsep-1" headers="source-to-pay-operations-overview__table_lv4_smq_vfc__entry__2">-</td> <td class="entry colsep-1 rowsep-1" headers="source-to-pay-operations-overview__table_lv4_smq_vfc__entry__3"><img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/../../../reuse/images/icon-check-mark-green.png?_LANG=enus" class="image decorative" id="source-to-pay-operations-overview__image_mkg_22v_vfc" height="20"/></td> </tr> </tbody></table></div> <div class="p"> <div class="note note note_note"><span class="note__title">Note:</span> These are the specific applications contained within each product description. However, additional dependent applications may be included with the Standard and Pro versions that are not explicitly mentioned.</div> </div> </section> <section class="section" id="source-to-pay-operations-overview__section_kys_xfv_rjb"><h2 id="d170537e294" class="title sectiontitle">Automate and simplify the source-to-pay process</h2> <p class="p"><span class="ph">Source-to-Pay Operations</span> is a powerful solution that automates and simplifies the source-to-pay process. It enables a seamless purchasing and case management process across work teams, allowing procurement to focus more on strategic priorities. Built on the <span class="ph">ServiceNow AI Platform</span>, <span class="ph">Source-to-Pay Operations</span> integrates seamlessly with existing ERP and procurement technologies to deliver faster time-to-value, while streamlining fulfillment and reducing the potential for errors or delays.</p> <div class="table-wrap"><table count-columns="2" class="table frame-all" id="source-to-pay-operations-overview__table_uw5_lxw_sjb"><caption></caption><colgroup><col style="width:18.148820326678766%"/><col style="width:81.85117967332123%"/></colgroup><tbody class="tbody"> <tr class="row"> <td class="entry colsep-1 rowsep-1"><img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/../image/process-icon.png?_LANG=enus" class="image" id="source-to-pay-operations-overview__image_fmy_fn5_r5b" width="100" alt="process"/></td> <td class="entry colsep-1 rowsep-1"><dl class="dl"> <dt class="dt dlterm">Improve procurement processing and drive compliant outcomes</dt> <dd class="dd"><p class="p">Make it easy for employees and procurement to make procurement processes easier and trackable, with omni-channel guidance.</p></dd> </dl></td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1"><img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/../image/collaborate-icon.png?_LANG=enus" class="image" id="source-to-pay-operations-overview__image_ikl_pn5_r5b" width="100" alt="collaborate"/></td> <td class="entry colsep-1 rowsep-1"><dl class="dl"> <dt class="dt dlterm">Accelerate supplier qualification and enhance accuracy</dt> <dd class="dd"><p class="p">Enhance the supplier experience by enabling suppliers to complete onboarding tasks, raise requests, and get answers to questions quickly.</p></dd> </dl></td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1"><img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/../image/digital-icon.png?_LANG=enus" class="image" id="source-to-pay-operations-overview__image_rtm_f45_r5b" width="100" alt="digital"/></td> <td class="entry colsep-1 rowsep-1"><dl class="dl"> <dt class="dt dlterm">Transform supplier management with digital experiences</dt> <dd class="dd"><p class="p">Access supplier information easily, identify key supplier contacts, and collaborate in real time to resolve issues that impact production.</p></dd> </dl></td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1"><img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/../image/invoice-icon.png?_LANG=enus" class="image" id="source-to-pay-operations-overview__image_wv2_51x_3xb" width="100" alt="invoice"/></td> <td class="entry colsep-1 rowsep-1"><dl class="dl"> <dt class="dt dlterm">Streamline end-to-end invoice processing and expedite the payment process</dt> <dd class="dd">Enable accounts payable teams to simplify and speed up the invoice processing cycle and ensure timely and accurate payment of invoices.</dd> </dl></td> </tr> </tbody></table></div> </section> <section class="section" id="source-to-pay-operations-overview__section_b4r_m5g_cgc"><h2 id="d170537e419" class="title sectiontitle">Gain visibility and control across sourcing and procurement processes</h2> <p class="p">The <span class="ph">Sourcing and Procurement Operations</span> application helps teams streamline purchasing workflows, accelerate approvals, and improve transparency in order and supplier-related processes. It also supports automation to reduce delays and manual work.</p> </section> <section class="section" id="source-to-pay-operations-overview__section_vqk_45g_cgc"><h2 id="d170537e431" class="title sectiontitle">Streamline supplier onboarding and performance tracking</h2> <p class="p">The <span class="ph">Supplier Lifecycle Operations</span> application manages supplier information, performance, and onboarding in a centralized workspace. It enables collaboration with suppliers and increases accountability across the lifecycle.</p> </section> <section class="section" id="source-to-pay-operations-overview__section_x2r_p5g_cgc"><h2 id="d170537e444" class="title sectiontitle">Automate invoice processing and approvals</h2> <p class="p">The <span class="ph">Accounts Payable Operations</span> application reduces the manual effort of handling invoices. It enables digital invoice submission, matching, exception handling, and approval tracking to help teams process payments efficiently.</p> </section> <section class="section" id="source-to-pay-operations-overview__section_bh5_xwg_cgc"><h2 id="d170537e456" class="title sectiontitle">Integrate seamlessly with third-party systems</h2> <p class="p"><span class="ph">Source-to-Pay Operations</span> supports integration with external ERP systems such as SAP ECC and SAP S4 HANA. It enables end-to-end data exchange for purchase orders, receipts, invoices, and more. Additionally, it supports integration with 3CLogic to enhance user experience through voice and SMS channels.</p> </section> <section class="section" id="source-to-pay-operations-overview__section_zzq_5j3_5rb"><h2 id="d170537e467" class="title sectiontitle">Learn</h2> <div class="p"><ul class="ul" id="source-to-pay-operations-overview__ul_nz4_vj3_5rb"> <li class="li"><a class="xref true-external" href="https://www.servicenow.com/products/procurement-service-management.html" target="_blank">What is Sourcing and Procurement Operations (SPO)?</a></li> <li class="li"><a class="xref true-external" href="https://www.servicenow.com/products/supplier-lifecycle-management.html" target="_blank">What is Supplier Lifecycle Operations (SLO)?</a></li> <li class="li"><a class="xref true-external" href="https://www.servicenow.com/products/accounts-payable.html" target="_blank">What is Accounts Payable Operations (APO)?</a></li> <li class="li"><a class="xref true-external" href="https://www.servicenow.com/solutions/finance-supply-chain.html" target="_blank">What are Finance and Supply Chain (FSC) workflows?</a></li> </ul></div> </section> <section class="section" id="source-to-pay-operations-overview__section_pqm_vfr_qjb"><h2 id="d170537e497" class="title sectiontitle">Get started</h2> <ul class="ul" id="source-to-pay-operations-overview__ul_bpm_1ht_vjb"> <li class="li">Log in to your <span class="ph">ServiceNow</span> account and find additional information about <span class="ph">Source-to-Pay Operations</span>, at <a class="xref true-external" href="https://learning.servicenow.com/nowcreate" target="_blank">Now Create</a>.</li> <li class="li">Access real-time courses, self-paced training, and career resources at <a class="xref true-external" href="https://learning.servicenow.com/lxp/en/pages/servicenow" target="_blank">ServiceNow University</a>.</li> <li class="li">Work with an implementation specialist to achieve your desired business outcomes. To learn more, visit the <a class="xref true-external" href="https://www.servicenow.com/success.html" target="_blank">Customer Success Center</a>.</li> <li class="li">Connect with other <span class="ph">Source-to-Pay Operations</span> users at <a class="xref true-external" href="https://www.servicenow.com/community/" target="_blank">Now Community</a></li> <li class="li">Explore which other tools can optimize your <span class="ph">Source-to-Pay Operations</span> experience, like <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/source-to-pay-operations/concept//csh" href="https://servicenow-be-prod.servicenow.com/csh?topicname=virtual-agent-landing-page&version=zurich&pubname=zurich-conversational-interfaces" class="xref"><span class="ph">Virtual Agent</span></a>, and <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/source-to-pay-operations/concept//csh" href="https://servicenow-be-prod.servicenow.com/csh?topicname=knowledge-management&version=zurich&pubname=zurich-servicenow-platform" class="xref">Knowledge Management</a>.</li> </ul> </section> <section class="section products-list" id="source-to-pay-operations-overview__section_vpq_1j1_pjb"><h2 id="d170537e557" class="title sectiontitle">Products, features, and customer journeys</h2> <div class="p"><ul class="ul" id="source-to-pay-operations-overview__ul_od3_cj1_pjb"> <li class="li"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/source-to-pay-operations-sr-pr-workflows.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/source-to-pay-operations-sr-pr-workflows.html" class="xref" title="Gain deeper insights into the complete process of sourcing, procuring, and paying for goods and services by exploring the Source-to-Pay purchasing and sourcing workflows.">Source-to-Pay Operations purchasing and sourcing workflows</a></li> <li class="li"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/psm-overview.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/psm-overview.html" class="xref" title="With ServiceNow Sourcing and Procurement Operations (SPO), you can provide your employees with a simple automated AI-assisted tool that they can use to shop for goods and services that they need at work.">Sourcing and Procurement Operations</a></li> <li class="li"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/supp-mgmt-landing-page.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supp-mgmt-landing-page.html" class="xref" title="With ServiceNow Supplier Lifecycle Operations (SLO), you can effectively collaborate with suppliers, manage supplier relationships, monitor risk, compliance, and performance across the supplier life cycle.">Supplier Lifecycle Operations</a></li> <li class="li"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/accounts-payable-operations/concept/acc-pay-mgmt-landing-page.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/acc-pay-mgmt-landing-page.html" class="xref" title="The ServiceNow Accounts Payable Operations application enables you to efficiently manage invoices, invoice exceptions, invoice approvals, and supplier inquiries.">Accounts Payable Operations</a></li> <li class="li"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/source-to-pay-operations/concept/source-to-pay-ws-overview.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/source-to-pay-ws-overview.html" class="xref" title="The Source-to-Pay Workspace provides experiences and tools that you can use to work on various activities, such as procuring goods, onboarding high-performing suppliers, and processing invoices.">Source-to-Pay Workspace</a></li> <li class="li"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/source-to-pay-operations/concept/source-to-pay-integrations-landing.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/source-to-pay-integrations-landing.html" class="xref" title="You can find all the Source-to-Pay third-party integrations on the ServiceNow Store, and this section helps you understand these integrations.">Source-to-Pay Integrations</a></li> <li class="li"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="solutions/concept/spo-slo-sourcing-with-new-suppliers.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/solutions/concept/spo-slo-sourcing-with-new-suppliers.html" class="xref" title="With Sourcing and Procurement Operations and Supplier Lifecycle Operations together, provide complete visibility to all the stakeholders involved in the sourcing process, along with improved supplier onboarding experience.">Improve sourcing experience when working with new suppliers</a></li> </ul></div> </section> </div> </article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": 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Connect the source-to-pay process end-to-end.</p>\n <section class=\"section\" id=\"source-to-pay-operations-overview__section_p4l_rnf_w5b\">\n <p class=\"p\"><img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/../image/pom.png?_LANG=enus\" class=\"image\" id=\"source-to-pay-operations-overview__image_q4l_rnf_w5b\" alt=\"Why Source-to-Pay Operations\"/></p>\n </section>\n <section class=\"section\" id=\"source-to-pay-operations-overview__section_f5x_llq_vfc\"><h2 id=\"d170537e52\" class=\"title sectiontitle\">Application availability in <span class=\"ph\">Source-to-Pay Operations</span></h2>\n \n <p class=\"p\">The following table shows the applications available with Source-to-Pay Operations Standard and Source-to-Pay Operations Professional.</p>\n <div class=\"table-wrap\"><table count-columns=\"3\" class=\"table frame-all\" id=\"source-to-pay-operations-overview__table_lv4_smq_vfc\"><caption></caption><colgroup><col/><col/><col/></colgroup><thead class=\"thead\">\n <tr class=\"row\">\n <th class=\"entry colsep-1 rowsep-1\" id=\"source-to-pay-operations-overview__table_lv4_smq_vfc__entry__1\">Application</th>\n <th class=\"entry colsep-1 rowsep-1\" id=\"source-to-pay-operations-overview__table_lv4_smq_vfc__entry__2\"><span class=\"ph\">Source-to-Pay Operations</span> Standard</th>\n <th class=\"entry colsep-1 rowsep-1\" id=\"source-to-pay-operations-overview__table_lv4_smq_vfc__entry__3\"><span class=\"ph\">Source-to-Pay Operations</span> Professional</th>\n </tr>\n </thead><tbody class=\"tbody\">\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"source-to-pay-operations-overview__table_lv4_smq_vfc__entry__1\"><span class=\"ph\">Procurement Case Management</span></td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"source-to-pay-operations-overview__table_lv4_smq_vfc__entry__2\"><img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/../../../reuse/images/icon-check-mark-green.png?_LANG=enus\" class=\"image decorative\" id=\"source-to-pay-operations-overview__image_gg4_zq2_qyb\" height=\"20\"/></td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"source-to-pay-operations-overview__table_lv4_smq_vfc__entry__3\"><img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/../../../reuse/images/icon-check-mark-green.png?_LANG=enus\" class=\"image decorative\" id=\"source-to-pay-operations-overview__image_jd3_c2v_vfc\" height=\"20\"/></td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"source-to-pay-operations-overview__table_lv4_smq_vfc__entry__1\"><span class=\"ph\">Invoice Case Management</span></td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"source-to-pay-operations-overview__table_lv4_smq_vfc__entry__2\"><img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/../../../reuse/images/icon-check-mark-green.png?_LANG=enus\" class=\"image decorative\" id=\"source-to-pay-operations-overview__image_fw5_12v_vfc\" height=\"20\"/></td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"source-to-pay-operations-overview__table_lv4_smq_vfc__entry__3\"><img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/../../../reuse/images/icon-check-mark-green.png?_LANG=enus\" class=\"image decorative\" id=\"source-to-pay-operations-overview__image_gdm_c2v_vfc\" height=\"20\"/></td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"source-to-pay-operations-overview__table_lv4_smq_vfc__entry__1\"><span class=\"ph\">Supplier Case Management</span></td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"source-to-pay-operations-overview__table_lv4_smq_vfc__entry__2\"><img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/../../../reuse/images/icon-check-mark-green.png?_LANG=enus\" class=\"image decorative\" id=\"source-to-pay-operations-overview__image_htk_zdv_vfc\" height=\"20\"/></td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"source-to-pay-operations-overview__table_lv4_smq_vfc__entry__3\"><img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/../../../reuse/images/icon-check-mark-green.png?_LANG=enus\" class=\"image decorative\" id=\"source-to-pay-operations-overview__image_qdq_c2v_vfc\" height=\"20\"/></td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"source-to-pay-operations-overview__table_lv4_smq_vfc__entry__1\"><span class=\"ph\">Supplier Collaboration Portal</span></td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"source-to-pay-operations-overview__table_lv4_smq_vfc__entry__2\"><img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/../../../reuse/images/icon-check-mark-green.png?_LANG=enus\" class=\"image decorative\" id=\"source-to-pay-operations-overview__image_op4_zdv_vfc\" height=\"20\"/></td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"source-to-pay-operations-overview__table_lv4_smq_vfc__entry__3\"><img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/../../../reuse/images/icon-check-mark-green.png?_LANG=enus\" class=\"image decorative\" id=\"source-to-pay-operations-overview__image_sft_c2v_vfc\" height=\"20\"/></td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"source-to-pay-operations-overview__table_lv4_smq_vfc__entry__1\">ERP Integration Framework</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"source-to-pay-operations-overview__table_lv4_smq_vfc__entry__2\">-</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"source-to-pay-operations-overview__table_lv4_smq_vfc__entry__3\"><img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/../../../reuse/images/icon-check-mark-green.png?_LANG=enus\" class=\"image decorative\" id=\"source-to-pay-operations-overview__image_s2w_c2v_vfc\" height=\"20\"/></td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"source-to-pay-operations-overview__table_lv4_smq_vfc__entry__1\">Platform Analytics Advanced</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"source-to-pay-operations-overview__table_lv4_smq_vfc__entry__2\">-</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"source-to-pay-operations-overview__table_lv4_smq_vfc__entry__3\"><img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/../../../reuse/images/icon-check-mark-green.png?_LANG=enus\" class=\"image decorative\" id=\"source-to-pay-operations-overview__image_scz_c2v_vfc\" height=\"20\"/></td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"source-to-pay-operations-overview__table_lv4_smq_vfc__entry__1\"><span class=\"ph\">Virtual Agent</span></td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"source-to-pay-operations-overview__table_lv4_smq_vfc__entry__2\">-</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"source-to-pay-operations-overview__table_lv4_smq_vfc__entry__3\"><img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/../../../reuse/images/icon-check-mark-green.png?_LANG=enus\" class=\"image decorative\" id=\"source-to-pay-operations-overview__image_ckc_d2v_vfc\" height=\"20\"/></td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"source-to-pay-operations-overview__table_lv4_smq_vfc__entry__1\"><span class=\"ph\">Source-to-Pay Common Architecture</span></td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"source-to-pay-operations-overview__table_lv4_smq_vfc__entry__2\">-</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"source-to-pay-operations-overview__table_lv4_smq_vfc__entry__3\"><img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/../../../reuse/images/icon-check-mark-green.png?_LANG=enus\" class=\"image decorative\" id=\"source-to-pay-operations-overview__image_ehf_d2v_vfc\" height=\"20\"/></td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"source-to-pay-operations-overview__table_lv4_smq_vfc__entry__1\"><span class=\"ph\">Sourcing and Purchasing Automation</span></td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"source-to-pay-operations-overview__table_lv4_smq_vfc__entry__2\">-</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"source-to-pay-operations-overview__table_lv4_smq_vfc__entry__3\"><img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/../../../reuse/images/icon-check-mark-green.png?_LANG=enus\" class=\"image decorative\" id=\"source-to-pay-operations-overview__image_jt3_d2v_vfc\" height=\"20\"/></td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"source-to-pay-operations-overview__table_lv4_smq_vfc__entry__1\">Spend and Savings Management</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"source-to-pay-operations-overview__table_lv4_smq_vfc__entry__2\">-</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"source-to-pay-operations-overview__table_lv4_smq_vfc__entry__3\"><img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/../../../reuse/images/icon-check-mark-green.png?_LANG=enus\" class=\"image decorative\" id=\"source-to-pay-operations-overview__image_mrq_d2v_vfc\" height=\"20\"/></td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"source-to-pay-operations-overview__table_lv4_smq_vfc__entry__1\">Sourcing Pipeline Management</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"source-to-pay-operations-overview__table_lv4_smq_vfc__entry__2\">-</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"source-to-pay-operations-overview__table_lv4_smq_vfc__entry__3\"><img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/../../../reuse/images/icon-check-mark-green.png?_LANG=enus\" class=\"image decorative\" id=\"source-to-pay-operations-overview__image_cxt_d2v_vfc\" height=\"20\"/></td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"source-to-pay-operations-overview__table_lv4_smq_vfc__entry__1\">Supplier Operations</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"source-to-pay-operations-overview__table_lv4_smq_vfc__entry__2\">-</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"source-to-pay-operations-overview__table_lv4_smq_vfc__entry__3\"><img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/../../../reuse/images/icon-check-mark-green.png?_LANG=enus\" class=\"image decorative\" id=\"source-to-pay-operations-overview__image_ydx_d2v_vfc\" height=\"20\"/></td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"source-to-pay-operations-overview__table_lv4_smq_vfc__entry__1\">Supplier Payment Optimization</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"source-to-pay-operations-overview__table_lv4_smq_vfc__entry__2\">-</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"source-to-pay-operations-overview__table_lv4_smq_vfc__entry__3\"><img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/../../../reuse/images/icon-check-mark-green.png?_LANG=enus\" class=\"image decorative\" id=\"source-to-pay-operations-overview__image_sd1_22v_vfc\" height=\"20\"/></td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"source-to-pay-operations-overview__table_lv4_smq_vfc__entry__1\">Supplier Relationship and Performance Management</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"source-to-pay-operations-overview__table_lv4_smq_vfc__entry__2\">-</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"source-to-pay-operations-overview__table_lv4_smq_vfc__entry__3\"><img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/../../../reuse/images/icon-check-mark-green.png?_LANG=enus\" class=\"image decorative\" id=\"source-to-pay-operations-overview__image_qkd_22v_vfc\" height=\"20\"/></td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"source-to-pay-operations-overview__table_lv4_smq_vfc__entry__1\"><span class=\"ph\">Accounts Payable Invoice Processing</span></td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"source-to-pay-operations-overview__table_lv4_smq_vfc__entry__2\">-</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"source-to-pay-operations-overview__table_lv4_smq_vfc__entry__3\"><img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/../../../reuse/images/icon-check-mark-green.png?_LANG=enus\" class=\"image decorative\" id=\"source-to-pay-operations-overview__image_mkg_22v_vfc\" height=\"20\"/></td>\n </tr>\n </tbody></table></div>\n <div class=\"p\">\n <div class=\"note note note_note\"><span class=\"note__title\">Note:</span> These are the specific applications contained within each product description. However, additional dependent applications may be included with the Standard and Pro versions that are not explicitly mentioned.</div>\n </div>\n </section>\n <section class=\"section\" id=\"source-to-pay-operations-overview__section_kys_xfv_rjb\"><h2 id=\"d170537e294\" class=\"title sectiontitle\">Automate and simplify the source-to-pay process</h2>\n \n <p class=\"p\"><span class=\"ph\">Source-to-Pay Operations</span> is a powerful solution that automates and simplifies the source-to-pay process. It enables a seamless purchasing and case management process across work teams, allowing procurement to\n focus more on strategic priorities. Built on the <span class=\"ph\">ServiceNow AI Platform</span>, <span class=\"ph\">Source-to-Pay Operations</span> integrates seamlessly with existing ERP and procurement technologies to deliver faster time-to-value, while streamlining fulfillment and reducing the potential for errors or delays.</p>\n <div class=\"table-wrap\"><table count-columns=\"2\" class=\"table frame-all\" id=\"source-to-pay-operations-overview__table_uw5_lxw_sjb\"><caption></caption><colgroup><col style=\"width:18.148820326678766%\"/><col style=\"width:81.85117967332123%\"/></colgroup><tbody class=\"tbody\">\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\"><img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/../image/process-icon.png?_LANG=enus\" class=\"image\" id=\"source-to-pay-operations-overview__image_fmy_fn5_r5b\" width=\"100\" alt=\"process\"/></td>\n <td class=\"entry colsep-1 rowsep-1\"><dl class=\"dl\">\n \n <dt class=\"dt dlterm\">Improve procurement processing and drive compliant outcomes</dt>\n <dd class=\"dd\"><p class=\"p\">Make it easy for employees and procurement to make procurement processes easier and trackable, with omni-channel guidance.</p></dd>\n \n </dl></td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\"><img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/../image/collaborate-icon.png?_LANG=enus\" class=\"image\" id=\"source-to-pay-operations-overview__image_ikl_pn5_r5b\" width=\"100\" alt=\"collaborate\"/></td>\n <td class=\"entry colsep-1 rowsep-1\"><dl class=\"dl\">\n \n <dt class=\"dt dlterm\">Accelerate supplier qualification and enhance accuracy</dt>\n <dd class=\"dd\"><p class=\"p\">Enhance the supplier experience by enabling suppliers to complete onboarding tasks, raise requests, and get answers to questions quickly.</p></dd>\n \n </dl></td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\"><img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/../image/digital-icon.png?_LANG=enus\" class=\"image\" id=\"source-to-pay-operations-overview__image_rtm_f45_r5b\" width=\"100\" alt=\"digital\"/></td>\n <td class=\"entry colsep-1 rowsep-1\"><dl class=\"dl\">\n \n <dt class=\"dt dlterm\">Transform supplier management with digital experiences</dt>\n <dd class=\"dd\"><p class=\"p\">Access supplier information easily, identify key supplier contacts, and collaborate in real time to resolve issues that impact production.</p></dd>\n \n </dl></td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\"><img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/../image/invoice-icon.png?_LANG=enus\" class=\"image\" id=\"source-to-pay-operations-overview__image_wv2_51x_3xb\" width=\"100\" alt=\"invoice\"/></td>\n <td class=\"entry colsep-1 rowsep-1\"><dl class=\"dl\">\n \n <dt class=\"dt dlterm\">Streamline end-to-end invoice processing and expedite the payment process</dt>\n <dd class=\"dd\">Enable accounts payable teams to simplify and speed up the invoice processing cycle and ensure timely and accurate payment of invoices.</dd>\n \n </dl></td>\n </tr>\n </tbody></table></div>\n </section>\n <section class=\"section\" id=\"source-to-pay-operations-overview__section_b4r_m5g_cgc\"><h2 id=\"d170537e419\" class=\"title sectiontitle\">Gain visibility and control across sourcing and procurement processes</h2>\n \n <p class=\"p\">The <span class=\"ph\">Sourcing and Procurement Operations</span> application helps teams streamline purchasing workflows, accelerate approvals, and improve transparency in order and supplier-related processes. It also supports automation to reduce\n delays and manual work.</p>\n </section>\n <section class=\"section\" id=\"source-to-pay-operations-overview__section_vqk_45g_cgc\"><h2 id=\"d170537e431\" class=\"title sectiontitle\">Streamline supplier onboarding and performance tracking</h2>\n \n <p class=\"p\">The <span class=\"ph\">Supplier Lifecycle Operations</span> application manages supplier information, performance, and onboarding in a centralized workspace. It enables collaboration with suppliers and increases accountability across the\n lifecycle.</p>\n </section>\n <section class=\"section\" id=\"source-to-pay-operations-overview__section_x2r_p5g_cgc\"><h2 id=\"d170537e444\" class=\"title sectiontitle\">Automate invoice processing and approvals</h2>\n \n <p class=\"p\">The <span class=\"ph\">Accounts Payable Operations</span> application reduces the manual effort of handling invoices. It enables digital invoice submission, matching, exception handling, and approval tracking to help teams process payments\n efficiently.</p>\n </section>\n <section class=\"section\" id=\"source-to-pay-operations-overview__section_bh5_xwg_cgc\"><h2 id=\"d170537e456\" class=\"title sectiontitle\">Integrate seamlessly with third-party systems</h2>\n \n <p class=\"p\"><span class=\"ph\">Source-to-Pay Operations</span> supports integration with external ERP systems such as SAP ECC and SAP S4 HANA. It enables end-to-end data exchange for purchase orders, receipts, invoices, and more. Additionally, it\n supports integration with 3CLogic to enhance user experience through voice and SMS channels.</p>\n </section>\n <section class=\"section\" id=\"source-to-pay-operations-overview__section_zzq_5j3_5rb\"><h2 id=\"d170537e467\" class=\"title sectiontitle\">Learn</h2>\n \n <div class=\"p\"><ul class=\"ul\" id=\"source-to-pay-operations-overview__ul_nz4_vj3_5rb\">\n <li class=\"li\"><a class=\"xref true-external\" href=\"https://www.servicenow.com/products/procurement-service-management.html\" target=\"_blank\">What is Sourcing and Procurement Operations (SPO)?</a></li>\n <li class=\"li\"><a class=\"xref true-external\" href=\"https://www.servicenow.com/products/supplier-lifecycle-management.html\" target=\"_blank\">What is Supplier Lifecycle Operations (SLO)?</a></li>\n <li class=\"li\"><a class=\"xref true-external\" href=\"https://www.servicenow.com/products/accounts-payable.html\" target=\"_blank\">What is Accounts Payable Operations (APO)?</a></li>\n <li class=\"li\"><a class=\"xref true-external\" href=\"https://www.servicenow.com/solutions/finance-supply-chain.html\" target=\"_blank\">What are Finance and Supply Chain (FSC) workflows?</a></li>\n </ul></div>\n </section>\n <section class=\"section\" id=\"source-to-pay-operations-overview__section_pqm_vfr_qjb\"><h2 id=\"d170537e497\" class=\"title sectiontitle\">Get started</h2>\n \n <ul class=\"ul\" id=\"source-to-pay-operations-overview__ul_bpm_1ht_vjb\">\n <li class=\"li\">Log in to your <span class=\"ph\">ServiceNow</span> account and find additional information about <span class=\"ph\">Source-to-Pay Operations</span>, at <a class=\"xref true-external\" href=\"https://learning.servicenow.com/nowcreate\" target=\"_blank\">Now Create</a>.</li>\n <li class=\"li\">Access real-time courses, self-paced training, and career resources at <a class=\"xref true-external\" href=\"https://learning.servicenow.com/lxp/en/pages/servicenow\" target=\"_blank\">ServiceNow University</a>.</li>\n <li class=\"li\">Work with an implementation specialist to achieve your desired business outcomes. To learn more, visit the <a class=\"xref true-external\" href=\"https://www.servicenow.com/success.html\" target=\"_blank\">Customer Success Center</a>.</li>\n <li class=\"li\">Connect with other <span class=\"ph\">Source-to-Pay Operations</span> users at <a class=\"xref true-external\" href=\"https://www.servicenow.com/community/\" target=\"_blank\">Now Community</a></li>\n <li class=\"li\">Explore which other tools can optimize your <span class=\"ph\">Source-to-Pay Operations</span> experience, like <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/source-to-pay-operations/concept//csh\" href=\"https://servicenow-be-prod.servicenow.com/csh?topicname=virtual-agent-landing-page&version=zurich&pubname=zurich-conversational-interfaces\" class=\"xref\"><span class=\"ph\">Virtual Agent</span></a>, and <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/source-to-pay-operations/concept//csh\" href=\"https://servicenow-be-prod.servicenow.com/csh?topicname=knowledge-management&version=zurich&pubname=zurich-servicenow-platform\" class=\"xref\">Knowledge Management</a>.</li>\n </ul>\n </section>\n <section class=\"section products-list\" id=\"source-to-pay-operations-overview__section_vpq_1j1_pjb\"><h2 id=\"d170537e557\" class=\"title sectiontitle\">Products, features, and customer journeys</h2>\n \n <div class=\"p\"><ul class=\"ul\" id=\"source-to-pay-operations-overview__ul_od3_cj1_pjb\">\n <li class=\"li\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/source-to-pay-operations-sr-pr-workflows.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/source-to-pay-operations-sr-pr-workflows.html\" class=\"xref\" title=\"Gain deeper insights into the complete process of sourcing, procuring, and paying for goods and services by exploring the Source-to-Pay purchasing and sourcing workflows.\">Source-to-Pay Operations purchasing and sourcing workflows</a></li>\n <li class=\"li\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/psm-overview.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/psm-overview.html\" class=\"xref\" title=\"With ServiceNow Sourcing and Procurement Operations (SPO), you can provide your employees with a simple automated AI-assisted tool that they can use to shop for goods and services that they need at work.\">Sourcing and Procurement Operations</a></li>\n <li class=\"li\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/supp-mgmt-landing-page.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supp-mgmt-landing-page.html\" class=\"xref\" title=\"With ServiceNow Supplier Lifecycle Operations (SLO), you can effectively collaborate with suppliers, manage supplier relationships, monitor risk, compliance, and performance across the supplier life cycle.\">Supplier Lifecycle Operations</a></li>\n <li class=\"li\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/accounts-payable-operations/concept/acc-pay-mgmt-landing-page.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/accounts-payable-operations/concept/acc-pay-mgmt-landing-page.html\" class=\"xref\" title=\"The ServiceNow Accounts Payable Operations application enables you to efficiently manage invoices, invoice exceptions, invoice approvals, and supplier inquiries.\">Accounts Payable Operations</a></li>\n <li class=\"li\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/source-to-pay-operations/concept/source-to-pay-ws-overview.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/source-to-pay-ws-overview.html\" class=\"xref\" title=\"The Source-to-Pay Workspace provides experiences and tools that you can use to work on various activities, such as procuring goods, onboarding high-performing suppliers, and processing invoices.\">Source-to-Pay Workspace</a></li>\n <li class=\"li\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/source-to-pay-operations/concept/source-to-pay-integrations-landing.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/source-to-pay-integrations-landing.html\" class=\"xref\" title=\"You can find all the Source-to-Pay third-party integrations on the ServiceNow Store, and this section helps you understand these integrations.\">Source-to-Pay Integrations</a></li>\n <li class=\"li\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"solutions/concept/spo-slo-sourcing-with-new-suppliers.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/solutions/concept/spo-slo-sourcing-with-new-suppliers.html\" class=\"xref\" title=\"With Sourcing and Procurement Operations and Supplier Lifecycle Operations together, provide complete visibility to all the stakeholders involved in the sourcing process, along with improved supplier onboarding experience.\">Improve sourcing experience when working with new suppliers</a></li>\n </ul></div>\n </section>\n </div>\n</article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Source-to-Pay Operations Streamline procurement for employees and enable work team efficiencies. Connect the source-to-pay process end-to-end. ## Application availability in Source-to-Pay Operations The following table shows the applications available with Source-to-Pay Operations Standard and Source-to-Pay Operations Professional. \| Application \| Source-to-Pay Operations Standard \| Source-to-Pay Operations Professional \| \| --- \| --- \| --- \| \| Procurement Case Management \| \| \| \| Invoice Case Management \| \| \| \| Supplier Case Management \| \| \| \| Supplier Collaboration Portal \| \| \| \| ERP Integration Framework \| - \| \| \| Platform Analytics Advanced \| - \| \| \| Virtual Agent \| - \| \| \| Source-to-Pay Common Architecture \| - \| \| \| Sourcing and Purchasing Automation \| - \| \| \| Spend and Savings Management \| - \| \| \| Sourcing Pipeline Management \| - \| \| \| Supplier Operations \| - \| \| \| Supplier Payment Optimization \| - \| \| \| Supplier Relationship and Performance Management \| - \| \| \| Accounts Payable Invoice Processing \| - \| \| Note: These are the specific applications contained within each product description. However, additional dependent applications may be included with the Standard and Pro versions that are not explicitly mentioned. ## Automate and simplify the source-to-pay process Source-to-Pay Operations is a powerful solution that automates and simplifies the source-to-pay process. It enables a seamless purchasing and case management process across work teams, allowing procurement to focus more on strategic priorities. Built on the ServiceNow AI Platform, Source-to-Pay Operations integrates seamlessly with existing ERP and procurement technologies to deliver faster time-to-value, while streamlining fulfillment and reducing the potential for errors or delays. \| \| Improve procurement processing and drive compliant outcomes Make it easy for employees and procurement to make procurement processes easier and trackable, with omni-channel guidance. \| \| --- \| --- \| \| \| Accelerate supplier qualification and enhance accuracy Enhance the supplier experience by enabling suppliers to complete onboarding tasks, raise requests, and get answers to questions quickly. \| \| \| Transform supplier management with digital experiences Access supplier information easily, identify key supplier contacts, and collaborate in real time to resolve issues that impact production. \| \| \| Streamline end-to-end invoice processing and expedite the payment processEnable accounts payable teams to simplify and speed up the invoice processing cycle and ensure timely and accurate payment of invoices. \| ## Gain visibility and control across sourcing and procurement processes The Sourcing and Procurement Operations application helps teams streamline purchasing workflows, accelerate approvals, and improve transparency in order and supplier-related processes. It also supports automation to reduce delays and manual work. ## Streamline supplier onboarding and performance tracking The Supplier Lifecycle Operations application manages supplier information, performance, and onboarding in a centralized workspace. It enables collaboration with suppliers and increases accountability across the lifecycle. ## Automate invoice processing and approvals The Accounts Payable Operations application reduces the manual effort of handling invoices. It enables digital invoice submission, matching, exception handling, and approval tracking to help teams process payments efficiently. ## Integrate seamlessly with third-party systems Source-to-Pay Operations supports integration with external ERP systems such as SAP ECC and SAP S4 HANA. It enables end-to-end data exchange for purchase orders, receipts, invoices, and more. Additionally, it supports integration with 3CLogic to enhance user experience through voice and SMS channels. ## Learn * What is Sourcing and Procurement Operations (SPO)? * What is Supplier Lifecycle Operations (SLO)? * What is Accounts Payable Operations (APO)? * What are Finance and Supply Chain (FSC) workflows? ## Get started * Log in to your ServiceNow account and find additional information about Source-to-Pay Operations, at Now Create. * Access real-time courses, self-paced training, and career resources at ServiceNow University. * Work with an implementation specialist to achieve your desired business outcomes. To learn more, visit the Customer Success Center. * Connect with other Source-to-Pay Operations users at Now Community * Explore which other tools can optimize your Source-to-Pay Operations experience, like Virtual Agent, and Knowledge Management. ## Products, features, and customer journeys * Source-to-Pay Operations purchasing and sourcing workflows * Sourcing and Procurement Operations * Supplier Lifecycle Operations * Accounts Payable Operations * Source-to-Pay Workspace * Source-to-Pay Integrations * Improve sourcing experience when working with new suppliers	--- title: Source-to-Pay Operations description: Streamline procurement for employees and enable work team efficiencies. Connect the source-to-pay process end-to-end. keywords: [] breadcrumbs: - Finance and Supply Chain --- # Source-to-Pay Operations Streamline procurement for employees and enable work team efficiencies. Connect the source-to-pay process end-to-end. ## Application availability in Source-to-Pay Operations The following table shows the applications available with Source-to-Pay Operations Standard and Source-to-Pay Operations Professional. \| Application \| Source-to-Pay Operations Standard \| Source-to-Pay Operations Professional \| \| --- \| --- \| --- \| \| Procurement Case Management \| \| \| \| Invoice Case Management \| \| \| \| Supplier Case Management \| \| \| \| Supplier Collaboration Portal \| \| \| \| ERP Integration Framework \| - \| \| \| Platform Analytics Advanced \| - \| \| \| Virtual Agent \| - \| \| \| Source-to-Pay Common Architecture \| - \| \| \| Sourcing and Purchasing Automation \| - \| \| \| Spend and Savings Management \| - \| \| \| Sourcing Pipeline Management \| - \| \| \| Supplier Operations \| - \| \| \| Supplier Payment Optimization \| - \| \| \| Supplier Relationship and Performance Management \| - \| \| \| Accounts Payable Invoice Processing \| - \| \| Note: These are the specific applications contained within each product description. However, additional dependent applications may be included with the Standard and Pro versions that are not explicitly mentioned. ## Automate and simplify the source-to-pay process Source-to-Pay Operations is a powerful solution that automates and simplifies the source-to-pay process. It enables a seamless purchasing and case management process across work teams, allowing procurement to focus more on strategic priorities. Built on the ServiceNow AI Platform, Source-to-Pay Operations integrates seamlessly with existing ERP and procurement technologies to deliver faster time-to-value, while streamlining fulfillment and reducing the potential for errors or delays. \| \| Improve procurement processing and drive compliant outcomes Make it easy for employees and procurement to make procurement processes easier and trackable, with omni-channel guidance. \| \| --- \| --- \| \| \| Accelerate supplier qualification and enhance accuracy Enhance the supplier experience by enabling suppliers to complete onboarding tasks, raise requests, and get answers to questions quickly. \| \| \| Transform supplier management with digital experiences Access supplier information easily, identify key supplier contacts, and collaborate in real time to resolve issues that impact production. \| \| \| Streamline end-to-end invoice processing and expedite the payment processEnable accounts payable teams to simplify and speed up the invoice processing cycle and ensure timely and accurate payment of invoices. \| ## Gain visibility and control across sourcing and procurement processes The Sourcing and Procurement Operations application helps teams streamline purchasing workflows, accelerate approvals, and improve transparency in order and supplier-related processes. It also supports automation to reduce delays and manual work. ## Streamline supplier onboarding and performance tracking The Supplier Lifecycle Operations application manages supplier information, performance, and onboarding in a centralized workspace. It enables collaboration with suppliers and increases accountability across the lifecycle. ## Automate invoice processing and approvals The Accounts Payable Operations application reduces the manual effort of handling invoices. It enables digital invoice submission, matching, exception handling, and approval tracking to help teams process payments efficiently. ## Integrate seamlessly with third-party systems Source-to-Pay Operations supports integration with external ERP systems such as SAP ECC and SAP S4 HANA. It enables end-to-end data exchange for purchase orders, receipts, invoices, and more. Additionally, it supports integration with 3CLogic to enhance user experience through voice and SMS channels. ## Learn * What is Sourcing and Procurement Operations (SPO)? * What is Supplier Lifecycle Operations (SLO)? * What is Accounts Payable Operations (APO)? * What are Finance and Supply Chain (FSC) workflows? ## Get started * Log in to your ServiceNow account and find additional information about Source-to-Pay Operations, at Now Create. * Access real-time courses, self-paced training, and career resources at ServiceNow University. * Work with an implementation specialist to achieve your desired business outcomes. To learn more, visit the Customer Success Center. * Connect with other Source-to-Pay Operations users at Now Community * Explore which other tools can optimize your Source-to-Pay Operations experience, like Virtual Agent, and Knowledge Management. ## Products, features, and customer journeys * Source-to-Pay Operations purchasing and sourcing workflows * Sourcing and Procurement Operations * Supplier Lifecycle Operations * Accounts Payable Operations * Source-to-Pay Workspace * Source-to-Pay Integrations * Improve sourcing experience when working with new suppliers
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/use-flows-sap-ariba.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/use-flows-sap-ariba.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/source-to-pay-operations/concept/use-flows-sap-ariba.html	zurich	Use flows in SAP Ariba	Use flows to retrieve information from SAP Ariba, including invoices, cost centers, product models, payment terms, purchasing organizations, departments, GL accounts, currencies, FX rates, invoice payment details, suppliers, supplier bids, and legal entities.	[]	[ "Finance and Supply Chain", "Source-to-Pay Operations", "Source-to-Pay Integrations", "Source-to-Pay integration with third-party applications", "Source-to-Pay integration with SAP Ariba", "Using Source-to-Pay integration with SAP Ariba" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/source-to-pay-operations/concept/use-flows-sap-ariba.html" id="bundle:zurich-source-to-pay-operations/enus/product/source-to-pay-operations/concept/use-flows-sap-ariba.html"><body id="use-flows-sap-ariba"><main role="main"><article role="article" class="dita" id="use-flows-sap-ariba" aria-labelledby="title_use-flows-sap-ariba"> <h1 class="title topictitle1" id="title_use-flows-sap-ariba">Use flows in SAP Ariba</h1> <div class="body conbody"><p class="shortdesc">Use flows to retrieve information from SAP Ariba, including invoices, cost centers, product models, payment terms, purchasing organizations, departments, GL accounts, currencies, FX rates, invoice payment details, suppliers, supplier bids, and legal entities.</p> <p class="p">You can either use the subflows to perform the required tasks or you can create a copy of the subflows and then customize it according to your requirements. The Source-to-Pay with <span class="ph">SAP Ariba</span> integration supports the following subflows.</p> <section class="section" id="use-flows-sap-ariba__section_kdv_r2x_y2c"><h2 id="d179080e48" class="title sectiontitle">Supplier Lifecycle Operations Integration with <span class="ph">SAP Ariba</span></h2> <div class="p">The Supplier Lifecycle Operations integration with <span class="ph">SAP Ariba</span> supports the following flows and subflows:<div class="table-wrap"><table count-columns="2" class="table frame-all" id="use-flows-sap-ariba__table_fzr_2pj_k2c"><caption><span class="table--title-label">Table 1. </span><span class="title">Flow and subflow details for Supplier Lifecycle Operations Integration with <span class="ph">SAP Ariba</span></span></caption><colgroup><col style="width:50%"/><col style="width:50%"/></colgroup><thead class="thead"> <tr class="row"> <th class="entry colsep-1 rowsep-1" id="use-flows-sap-ariba__table_fzr_2pj_k2c__entry__1">Flow/Subflow</th> <th class="entry colsep-1 rowsep-1" id="use-flows-sap-ariba__table_fzr_2pj_k2c__entry__2">Description</th> </tr> </thead><tbody class="tbody"> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="use-flows-sap-ariba__table_fzr_2pj_k2c__entry__1 use-flows-sap-ariba__table_fzr_2pj_k2c__entry__2" colspan="2">Flow</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="use-flows-sap-ariba__table_fzr_2pj_k2c__entry__1">Create Supplier in <span class="ph">SAP Ariba</span></td> <td class="entry colsep-1 rowsep-1" headers="use-flows-sap-ariba__table_fzr_2pj_k2c__entry__2">Creates suppliers in <span class="ph">SAP Ariba</span></td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="use-flows-sap-ariba__table_fzr_2pj_k2c__entry__1">Update supplier contact in <span class="ph">SAP Ariba</span>.</td> <td class="entry colsep-1 rowsep-1" headers="use-flows-sap-ariba__table_fzr_2pj_k2c__entry__2">Updates supplier contact details in <span class="ph">SAP Ariba</span></td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="use-flows-sap-ariba__table_fzr_2pj_k2c__entry__1">Update supplier info in <span class="ph">SAP Ariba</span>.</td> <td class="entry colsep-1 rowsep-1" headers="use-flows-sap-ariba__table_fzr_2pj_k2c__entry__2">Updates supplier information in <span class="ph">SAP Ariba</span></td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="use-flows-sap-ariba__table_fzr_2pj_k2c__entry__1">Update supplier legal entities in <span class="ph">SAP Ariba</span>.</td> <td class="entry colsep-1 rowsep-1" headers="use-flows-sap-ariba__table_fzr_2pj_k2c__entry__2">Updates supplier's legal entity details in<span class="ph">SAP Ariba</span></td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="use-flows-sap-ariba__table_fzr_2pj_k2c__entry__1">Update supplier location in <span class="ph">SAP Ariba</span>.</td> <td class="entry colsep-1 rowsep-1" headers="use-flows-sap-ariba__table_fzr_2pj_k2c__entry__2">Updates supplier location details in <span class="ph">SAP Ariba</span></td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="use-flows-sap-ariba__table_fzr_2pj_k2c__entry__1">Update supplier payment information in <span class="ph">SAP Ariba</span>.</td> <td class="entry colsep-1 rowsep-1" headers="use-flows-sap-ariba__table_fzr_2pj_k2c__entry__2">Updates supplier payment information in <span class="ph">SAP Ariba</span></td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="use-flows-sap-ariba__table_fzr_2pj_k2c__entry__1 use-flows-sap-ariba__table_fzr_2pj_k2c__entry__2" colspan="2">Subflow</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="use-flows-sap-ariba__table_fzr_2pj_k2c__entry__1">Create supplier in <span class="ph">SAP Ariba</span>.</td> <td class="entry colsep-1 rowsep-1" headers="use-flows-sap-ariba__table_fzr_2pj_k2c__entry__2">Creates suppliers in <span class="ph">SAP Ariba</span></td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="use-flows-sap-ariba__table_fzr_2pj_k2c__entry__1">Update supplier details in <span class="ph">SAP Ariba</span>.</td> <td class="entry colsep-1 rowsep-1" headers="use-flows-sap-ariba__table_fzr_2pj_k2c__entry__2">Updates supplier details<span class="ph">SAP Ariba</span></td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="use-flows-sap-ariba__table_fzr_2pj_k2c__entry__1">Update supplier details to in process.</td> <td class="entry colsep-1 rowsep-1" headers="use-flows-sap-ariba__table_fzr_2pj_k2c__entry__2">Updates supplier details to in process.</td> </tr> </tbody></table></div><div class="note important note_important"><span class="note__title">Important:</span> <p class="p">These flows and subflows are read only. To modify a flow or subflow, create a copy and then apply the required changes.</p> </div></div> </section> <section class="section" id="use-flows-sap-ariba__section_jws_mgx_y2c"><h2 id="d179080e229" class="title sectiontitle">Sourcing and Procurement Operations Integration with <span class="ph">SAP Ariba</span></h2> <div class="p">The Sourcing and Procurement Operations Integration with <span class="ph">SAP Ariba</span> supports the following subflows:<div class="table-wrap"><table count-columns="2" class="table frame-all" id="use-flows-sap-ariba__table_h3s_bfx_y2c"><caption><span class="table--title-label">Table 2. </span><span class="title">Flow and subflow details for Sourcing and Procurement Operations integration with <span class="ph">SAP Ariba</span></span></caption><colgroup><col style="width:50%"/><col style="width:50%"/></colgroup><thead class="thead"> <tr class="row"> <th class="entry colsep-1 rowsep-1" id="use-flows-sap-ariba__table_h3s_bfx_y2c__entry__1">Flow/Subflow</th> <th class="entry colsep-1 rowsep-1" id="use-flows-sap-ariba__table_h3s_bfx_y2c__entry__2">Description</th> </tr> </thead><tbody class="tbody"> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="use-flows-sap-ariba__table_h3s_bfx_y2c__entry__1 use-flows-sap-ariba__table_h3s_bfx_y2c__entry__2" colspan="2">Flow</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="use-flows-sap-ariba__table_h3s_bfx_y2c__entry__1">Award Sourcing Event in <span class="ph">SAP Ariba</span> REST</td> <td class="entry colsep-1 rowsep-1" headers="use-flows-sap-ariba__table_h3s_bfx_y2c__entry__2">Awards sourcing events in <span class="ph">SAP Ariba</span> REST</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="use-flows-sap-ariba__table_h3s_bfx_y2c__entry__1">Create or Update Sourcing Event in <span class="ph">SAP Ariba</span></td> <td class="entry colsep-1 rowsep-1" headers="use-flows-sap-ariba__table_h3s_bfx_y2c__entry__2">Creates or updates sourcing event in <span class="ph">SAP Ariba</span></td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="use-flows-sap-ariba__table_h3s_bfx_y2c__entry__1">Create Receipt in ERP</td> <td class="entry colsep-1 rowsep-1" headers="use-flows-sap-ariba__table_h3s_bfx_y2c__entry__2">Creates receipts in ERP</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="use-flows-sap-ariba__table_h3s_bfx_y2c__entry__1">Fetch Supplier Bids for Sourcing Event from <span class="ph">SAP Ariba</span> REST</td> <td class="entry colsep-1 rowsep-1" headers="use-flows-sap-ariba__table_h3s_bfx_y2c__entry__2">Fetches supplier bids for sourcing event from <span class="ph">SAP Ariba</span> REST</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="use-flows-sap-ariba__table_h3s_bfx_y2c__entry__1 use-flows-sap-ariba__table_h3s_bfx_y2c__entry__2" colspan="2">Subflow</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="use-flows-sap-ariba__table_h3s_bfx_y2c__entry__1">Award Sourcing Event in <span class="ph">SAP Ariba</span> REST</td> <td class="entry colsep-1 rowsep-1" headers="use-flows-sap-ariba__table_h3s_bfx_y2c__entry__2">Awards sourcing events in <span class="ph">SAP Ariba</span> REST</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="use-flows-sap-ariba__table_h3s_bfx_y2c__entry__1">Create Receipt in <span class="ph">SAP Ariba</span></td> <td class="entry colsep-1 rowsep-1" headers="use-flows-sap-ariba__table_h3s_bfx_y2c__entry__2">Creates receipts in <span class="ph">SAP Ariba</span></td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="use-flows-sap-ariba__table_h3s_bfx_y2c__entry__1">Creating or Updating of Sourcing Event in <span class="ph">SAP Ariba</span></td> <td class="entry colsep-1 rowsep-1" headers="use-flows-sap-ariba__table_h3s_bfx_y2c__entry__2">Creates or updates sourcing event in <span class="ph">SAP Ariba</span></td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="use-flows-sap-ariba__table_h3s_bfx_y2c__entry__1">Fetch Supplier Bids for Sourcing Event for <span class="ph">SAP Ariba</span></td> <td class="entry colsep-1 rowsep-1" headers="use-flows-sap-ariba__table_h3s_bfx_y2c__entry__2">Fetches supplier bids for sourcing event from <span class="ph">SAP Ariba</span></td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="use-flows-sap-ariba__table_h3s_bfx_y2c__entry__1">Fetch Supplier Bids for Sourcing Event Service Ariba</td> <td class="entry colsep-1 rowsep-1" headers="use-flows-sap-ariba__table_h3s_bfx_y2c__entry__2">Fetches supplier bids for sourcing event service</td> </tr> </tbody></table></div></div> </section> <section class="section" id="use-flows-sap-ariba__section_fcg_sgx_y2c"><h2 id="d179080e400" class="title sectiontitle">Accounts Payable Operations Integration with <span class="ph">SAP Ariba</span></h2> <div class="p">The Accounts Payable Operations Integration with <span class="ph">SAP Ariba</span> supports the following subflows:<div class="table-wrap"><table count-columns="2" class="table frame-all" id="use-flows-sap-ariba__table_mkp_xgx_y2c"><caption><span class="table--title-label">Table 3. </span><span class="title">Subflow details for Accounts Payable Operations Integration with <span class="ph">SAP Ariba</span></span></caption><colgroup><col style="width:50%"/><col style="width:50%"/></colgroup><thead class="thead"> <tr class="row"> <th class="entry colsep-1 rowsep-1" id="use-flows-sap-ariba__table_mkp_xgx_y2c__entry__1">Flow</th> <th class="entry colsep-1 rowsep-1" id="use-flows-sap-ariba__table_mkp_xgx_y2c__entry__2">Description</th> </tr> </thead><tbody class="tbody"> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="use-flows-sap-ariba__table_mkp_xgx_y2c__entry__1">Fetches invoices from <span class="ph">SAP Ariba</span> REST</td> <td class="entry colsep-1 rowsep-1" headers="use-flows-sap-ariba__table_mkp_xgx_y2c__entry__2">Fetches accounts payable invoices in<span class="ph">SAP Ariba</span>.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="use-flows-sap-ariba__table_mkp_xgx_y2c__entry__1">Update invoice statuses as Rejected in <span class="ph">SAP Ariba</span> REST</td> <td class="entry colsep-1 rowsep-1" headers="use-flows-sap-ariba__table_mkp_xgx_y2c__entry__2">Updates invoice statuses as rejected in <span class="ph">SAP Ariba</span></td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="use-flows-sap-ariba__table_mkp_xgx_y2c__entry__1">Fetch invoices from <span class="ph">SAP Ariba</span> REST service</td> <td class="entry colsep-1 rowsep-1" headers="use-flows-sap-ariba__table_mkp_xgx_y2c__entry__2">Fetches invoices from <span class="ph">SAP Ariba</span> REST service</td> </tr> </tbody></table></div></div> </section> </div> <nav role="navigation"><dt class="ullinks"></dt><dd class="ullinks"><ul class="ullinks"><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/source-to-pay-operations/task/manually-trigger-subflows-sap-ariba.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/task/manually-trigger-subflows-sap-ariba.html">Manually trigger flows or subflows in SAP Ariba (Inbound)</a><p class="shortdesc">You can manually trigger flows or subflows in <span class="ph">SAP Ariba</span> on demand.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/source-to-pay-operations/task/use-subflow-sap-ariba.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/task/use-subflow-sap-ariba.html">Use a flow or subflow in SAP Ariba (Outbound)</a><p class="shortdesc">Execute a flow or subflow in <span class="ph">SAP Ariba</span> using the Workflow Studio. </p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/source-to-pay-operations/task/copy-subflow-sap-ariba.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/task/copy-subflow-sap-ariba.html">Copy a flow or subflow in SAP Ariba</a><p class="shortdesc">You can create a copy of the a flow or subflow, and modify based on your requirements.</p></li></ul></dd></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Source-to-Pay Operations", "topic_id": 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"preprocessed_PDF": "https://downloads.docs.servicenow.com/pdf/enus/servicenow-yokohama-source-to-pay-operations-enus.pdf", "rating": null, "read_time_data": { "char_count": 3526, "img_count": 0, "read_time": 3, "video_links": [ "" ], "word_count": 555 }, "related_links": [], "search_title": null, "title": "Use flows in SAP Ariba", "topic_cluster": { "clustered_by": { "enabled": true, "primary_key": "versions", "primary_sort": "top-down", "type": "subjecthead" }, "clustered_labels": [ "versions" ], "clustered_topics": [ { "bundle_id": "yokohama-source-to-pay-operations", "clustering_title": "Yokohama", "es_archived_content": false, "page_id": "product/source-to-pay-operations/concept/use-flows-sap-ariba.html" }, { "bundle_id": "xanadu-source-to-pay-operations", "clustering_title": "Xanadu", "es_archived_content": false, "page_id": "product/source-to-pay-operations/concept/use-flows-sap-ariba.html" } ], "clustering_title": "Zurich" }, "topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-source-to-pay-operations/enus/product/source-to-pay-operations/concept/use-flows-sap-ariba.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/source-to-pay-operations/concept/use-flows-sap-ariba.html\"><body id=\"use-flows-sap-ariba\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"use-flows-sap-ariba\" aria-labelledby=\"title_use-flows-sap-ariba\">\n <h1 class=\"title topictitle1\" id=\"title_use-flows-sap-ariba\">Use flows in SAP Ariba</h1>\n \n \n <div class=\"body conbody\"><p class=\"shortdesc\">Use flows to retrieve information from SAP Ariba, including invoices, cost centers, product models, payment terms, purchasing organizations, departments, GL accounts, currencies, FX rates, invoice payment details, suppliers,\n supplier bids, and legal entities.</p>\n <p class=\"p\">You can either use the subflows to perform the required tasks or you can create a copy of the subflows and then customize it according to your requirements. The Source-to-Pay with <span class=\"ph\">SAP Ariba</span> integration supports the following subflows.</p>\n <section class=\"section\" id=\"use-flows-sap-ariba__section_kdv_r2x_y2c\"><h2 id=\"d179080e48\" class=\"title sectiontitle\">Supplier Lifecycle Operations Integration with <span class=\"ph\">SAP Ariba</span></h2>\n \n <div class=\"p\">The Supplier Lifecycle Operations integration with <span class=\"ph\">SAP Ariba</span> supports the following flows and subflows:<div class=\"table-wrap\"><table count-columns=\"2\" class=\"table frame-all\" id=\"use-flows-sap-ariba__table_fzr_2pj_k2c\"><caption><span class=\"table--title-label\">Table 1. </span><span class=\"title\">Flow and subflow details for Supplier Lifecycle Operations Integration with <span class=\"ph\">SAP Ariba</span></span></caption><colgroup><col style=\"width:50%\"/><col style=\"width:50%\"/></colgroup><thead class=\"thead\">\n <tr class=\"row\">\n <th class=\"entry colsep-1 rowsep-1\" id=\"use-flows-sap-ariba__table_fzr_2pj_k2c__entry__1\">Flow/Subflow</th>\n <th class=\"entry colsep-1 rowsep-1\" id=\"use-flows-sap-ariba__table_fzr_2pj_k2c__entry__2\">Description</th>\n </tr>\n </thead><tbody class=\"tbody\">\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"use-flows-sap-ariba__table_fzr_2pj_k2c__entry__1 use-flows-sap-ariba__table_fzr_2pj_k2c__entry__2\" colspan=\"2\">Flow</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"use-flows-sap-ariba__table_fzr_2pj_k2c__entry__1\">Create Supplier in <span class=\"ph\">SAP Ariba</span></td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"use-flows-sap-ariba__table_fzr_2pj_k2c__entry__2\">Creates suppliers in <span class=\"ph\">SAP Ariba</span></td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"use-flows-sap-ariba__table_fzr_2pj_k2c__entry__1\">Update supplier contact in <span class=\"ph\">SAP Ariba</span>.</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"use-flows-sap-ariba__table_fzr_2pj_k2c__entry__2\">Updates supplier contact details in <span class=\"ph\">SAP Ariba</span></td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"use-flows-sap-ariba__table_fzr_2pj_k2c__entry__1\">Update supplier info in <span class=\"ph\">SAP Ariba</span>.</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"use-flows-sap-ariba__table_fzr_2pj_k2c__entry__2\">Updates supplier information in <span class=\"ph\">SAP Ariba</span></td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"use-flows-sap-ariba__table_fzr_2pj_k2c__entry__1\">Update supplier legal entities in <span class=\"ph\">SAP Ariba</span>.</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"use-flows-sap-ariba__table_fzr_2pj_k2c__entry__2\">Updates supplier's legal entity details in<span class=\"ph\">SAP Ariba</span></td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"use-flows-sap-ariba__table_fzr_2pj_k2c__entry__1\">Update supplier location in <span class=\"ph\">SAP Ariba</span>.</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"use-flows-sap-ariba__table_fzr_2pj_k2c__entry__2\">Updates supplier location details in <span class=\"ph\">SAP Ariba</span></td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"use-flows-sap-ariba__table_fzr_2pj_k2c__entry__1\">Update supplier payment information in <span class=\"ph\">SAP Ariba</span>.</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"use-flows-sap-ariba__table_fzr_2pj_k2c__entry__2\">Updates supplier payment information in <span class=\"ph\">SAP Ariba</span></td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"use-flows-sap-ariba__table_fzr_2pj_k2c__entry__1 use-flows-sap-ariba__table_fzr_2pj_k2c__entry__2\" colspan=\"2\">Subflow</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"use-flows-sap-ariba__table_fzr_2pj_k2c__entry__1\">Create supplier in <span class=\"ph\">SAP Ariba</span>.</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"use-flows-sap-ariba__table_fzr_2pj_k2c__entry__2\">Creates suppliers in <span class=\"ph\">SAP Ariba</span></td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"use-flows-sap-ariba__table_fzr_2pj_k2c__entry__1\">Update supplier details in <span class=\"ph\">SAP Ariba</span>.</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"use-flows-sap-ariba__table_fzr_2pj_k2c__entry__2\">Updates supplier details<span class=\"ph\">SAP Ariba</span></td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"use-flows-sap-ariba__table_fzr_2pj_k2c__entry__1\">Update supplier details to in process.</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"use-flows-sap-ariba__table_fzr_2pj_k2c__entry__2\">Updates supplier details to in process.</td>\n </tr>\n </tbody></table></div><div class=\"note important note_important\"><span class=\"note__title\">Important:</span> \n <p class=\"p\">These flows and subflows are read only. To modify a flow or subflow, create a copy and then apply the required changes.</p>\n </div></div>\n </section>\n <section class=\"section\" id=\"use-flows-sap-ariba__section_jws_mgx_y2c\"><h2 id=\"d179080e229\" class=\"title sectiontitle\">Sourcing and Procurement Operations Integration with <span class=\"ph\">SAP Ariba</span></h2>\n \n <div class=\"p\">The Sourcing and Procurement Operations Integration with <span class=\"ph\">SAP Ariba</span> supports the following subflows:<div class=\"table-wrap\"><table count-columns=\"2\" class=\"table frame-all\" id=\"use-flows-sap-ariba__table_h3s_bfx_y2c\"><caption><span class=\"table--title-label\">Table 2. </span><span class=\"title\">Flow and subflow details for Sourcing and Procurement Operations integration with <span class=\"ph\">SAP Ariba</span></span></caption><colgroup><col style=\"width:50%\"/><col style=\"width:50%\"/></colgroup><thead class=\"thead\">\n <tr class=\"row\">\n <th class=\"entry colsep-1 rowsep-1\" id=\"use-flows-sap-ariba__table_h3s_bfx_y2c__entry__1\">Flow/Subflow</th>\n <th class=\"entry colsep-1 rowsep-1\" id=\"use-flows-sap-ariba__table_h3s_bfx_y2c__entry__2\">Description</th>\n </tr>\n </thead><tbody class=\"tbody\">\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"use-flows-sap-ariba__table_h3s_bfx_y2c__entry__1 use-flows-sap-ariba__table_h3s_bfx_y2c__entry__2\" colspan=\"2\">Flow</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"use-flows-sap-ariba__table_h3s_bfx_y2c__entry__1\">Award Sourcing Event in <span class=\"ph\">SAP Ariba</span> REST</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"use-flows-sap-ariba__table_h3s_bfx_y2c__entry__2\">Awards sourcing events in <span class=\"ph\">SAP Ariba</span> REST</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"use-flows-sap-ariba__table_h3s_bfx_y2c__entry__1\">Create or Update Sourcing Event in <span class=\"ph\">SAP Ariba</span></td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"use-flows-sap-ariba__table_h3s_bfx_y2c__entry__2\">Creates or updates sourcing event in <span class=\"ph\">SAP Ariba</span></td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"use-flows-sap-ariba__table_h3s_bfx_y2c__entry__1\">Create Receipt in ERP</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"use-flows-sap-ariba__table_h3s_bfx_y2c__entry__2\">Creates receipts in ERP</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"use-flows-sap-ariba__table_h3s_bfx_y2c__entry__1\">Fetch Supplier Bids for Sourcing Event from <span class=\"ph\">SAP Ariba</span> REST</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"use-flows-sap-ariba__table_h3s_bfx_y2c__entry__2\">Fetches supplier bids for sourcing event from <span class=\"ph\">SAP Ariba</span> REST</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"use-flows-sap-ariba__table_h3s_bfx_y2c__entry__1 use-flows-sap-ariba__table_h3s_bfx_y2c__entry__2\" colspan=\"2\">Subflow</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"use-flows-sap-ariba__table_h3s_bfx_y2c__entry__1\">Award Sourcing Event in <span class=\"ph\">SAP Ariba</span> REST</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"use-flows-sap-ariba__table_h3s_bfx_y2c__entry__2\">Awards sourcing events in <span class=\"ph\">SAP Ariba</span> REST</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"use-flows-sap-ariba__table_h3s_bfx_y2c__entry__1\">Create Receipt in <span class=\"ph\">SAP Ariba</span></td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"use-flows-sap-ariba__table_h3s_bfx_y2c__entry__2\">Creates receipts in <span class=\"ph\">SAP Ariba</span></td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"use-flows-sap-ariba__table_h3s_bfx_y2c__entry__1\">Creating or Updating of Sourcing Event in <span class=\"ph\">SAP Ariba</span></td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"use-flows-sap-ariba__table_h3s_bfx_y2c__entry__2\">Creates or updates sourcing event in <span class=\"ph\">SAP Ariba</span></td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"use-flows-sap-ariba__table_h3s_bfx_y2c__entry__1\">Fetch Supplier Bids for Sourcing Event for <span class=\"ph\">SAP Ariba</span></td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"use-flows-sap-ariba__table_h3s_bfx_y2c__entry__2\">Fetches supplier bids for sourcing event from <span class=\"ph\">SAP Ariba</span></td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"use-flows-sap-ariba__table_h3s_bfx_y2c__entry__1\">Fetch Supplier Bids for Sourcing Event Service Ariba</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"use-flows-sap-ariba__table_h3s_bfx_y2c__entry__2\">Fetches supplier bids for sourcing event service</td>\n </tr>\n </tbody></table></div></div>\n </section>\n <section class=\"section\" id=\"use-flows-sap-ariba__section_fcg_sgx_y2c\"><h2 id=\"d179080e400\" class=\"title sectiontitle\">Accounts Payable Operations Integration with <span class=\"ph\">SAP Ariba</span></h2>\n \n <div class=\"p\">The Accounts Payable Operations Integration with <span class=\"ph\">SAP Ariba</span> supports the following subflows:<div class=\"table-wrap\"><table count-columns=\"2\" class=\"table frame-all\" id=\"use-flows-sap-ariba__table_mkp_xgx_y2c\"><caption><span class=\"table--title-label\">Table 3. </span><span class=\"title\">Subflow details for Accounts Payable Operations Integration with <span class=\"ph\">SAP Ariba</span></span></caption><colgroup><col style=\"width:50%\"/><col style=\"width:50%\"/></colgroup><thead class=\"thead\">\n <tr class=\"row\">\n <th class=\"entry colsep-1 rowsep-1\" id=\"use-flows-sap-ariba__table_mkp_xgx_y2c__entry__1\">Flow</th>\n <th class=\"entry colsep-1 rowsep-1\" id=\"use-flows-sap-ariba__table_mkp_xgx_y2c__entry__2\">Description</th>\n </tr>\n </thead><tbody class=\"tbody\">\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"use-flows-sap-ariba__table_mkp_xgx_y2c__entry__1\">Fetches invoices from <span class=\"ph\">SAP Ariba</span> REST</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"use-flows-sap-ariba__table_mkp_xgx_y2c__entry__2\">Fetches accounts payable invoices in<span class=\"ph\">SAP Ariba</span>.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"use-flows-sap-ariba__table_mkp_xgx_y2c__entry__1\">Update invoice statuses as Rejected in <span class=\"ph\">SAP Ariba</span> REST</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"use-flows-sap-ariba__table_mkp_xgx_y2c__entry__2\">Updates invoice statuses as rejected in <span class=\"ph\">SAP Ariba</span></td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"use-flows-sap-ariba__table_mkp_xgx_y2c__entry__1\">Fetch invoices from <span class=\"ph\">SAP Ariba</span> REST service</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"use-flows-sap-ariba__table_mkp_xgx_y2c__entry__2\">Fetches invoices from <span class=\"ph\">SAP Ariba</span> REST service</td>\n </tr>\n </tbody></table></div></div>\n </section>\n </div>\n<nav role=\"navigation\"><dt class=\"ullinks\"></dt><dd class=\"ullinks\"><ul class=\"ullinks\"><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/source-to-pay-operations/task/manually-trigger-subflows-sap-ariba.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/task/manually-trigger-subflows-sap-ariba.html\">Manually trigger flows or subflows in SAP Ariba (Inbound)</a><p class=\"shortdesc\">You can manually trigger flows or subflows in <span class=\"ph\">SAP Ariba</span> on demand.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/source-to-pay-operations/task/use-subflow-sap-ariba.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/task/use-subflow-sap-ariba.html\">Use a flow or subflow in SAP Ariba (Outbound)</a><p class=\"shortdesc\">Execute a flow or subflow in <span class=\"ph\">SAP Ariba</span> using the Workflow Studio. </p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/source-to-pay-operations/task/copy-subflow-sap-ariba.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/task/copy-subflow-sap-ariba.html\">Copy a flow or subflow in SAP Ariba</a><p class=\"shortdesc\">You can create a copy of the a flow or subflow, and modify based on your requirements.</p></li></ul></dd></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Use flows in SAP Ariba Use flows to retrieve information from SAP Ariba, including invoices, cost centers, product models, payment terms, purchasing organizations, departments, GL accounts, currencies, FX rates, invoice payment details, suppliers, supplier bids, and legal entities. You can either use the subflows to perform the required tasks or you can create a copy of the subflows and then customize it according to your requirements. The Source-to-Pay with SAP Ariba integration supports the following subflows. ## Supplier Lifecycle Operations Integration with SAP Ariba The Supplier Lifecycle Operations integration with SAP Ariba supports the following flows and subflows: Table 1. Flow and subflow details for Supplier Lifecycle Operations Integration with SAP Ariba \| Flow/Subflow \| Description \| \| --- \| --- \| \| Flow \| \| \| Create Supplier in SAP Ariba \| Creates suppliers in SAP Ariba \| \| Update supplier contact in SAP Ariba. \| Updates supplier contact details in SAP Ariba \| \| Update supplier info in SAP Ariba. \| Updates supplier information in SAP Ariba \| \| Update supplier legal entities in SAP Ariba. \| Updates supplier's legal entity details inSAP Ariba \| \| Update supplier location in SAP Ariba. \| Updates supplier location details in SAP Ariba \| \| Update supplier payment information in SAP Ariba. \| Updates supplier payment information in SAP Ariba \| \| Subflow \| \| \| Create supplier in SAP Ariba. \| Creates suppliers in SAP Ariba \| \| Update supplier details in SAP Ariba. \| Updates supplier detailsSAP Ariba \| \| Update supplier details to in process. \| Updates supplier details to in process. \| Important: These flows and subflows are read only. To modify a flow or subflow, create a copy and then apply the required changes. ## Sourcing and Procurement Operations Integration with SAP Ariba The Sourcing and Procurement Operations Integration with SAP Ariba supports the following subflows: Table 2. Flow and subflow details for Sourcing and Procurement Operations integration with SAP Ariba \| Flow/Subflow \| Description \| \| --- \| --- \| \| Flow \| \| \| Award Sourcing Event in SAP Ariba REST \| Awards sourcing events in SAP Ariba REST \| \| Create or Update Sourcing Event in SAP Ariba \| Creates or updates sourcing event in SAP Ariba \| \| Create Receipt in ERP \| Creates receipts in ERP \| \| Fetch Supplier Bids for Sourcing Event from SAP Ariba REST \| Fetches supplier bids for sourcing event from SAP Ariba REST \| \| Subflow \| \| \| Award Sourcing Event in SAP Ariba REST \| Awards sourcing events in SAP Ariba REST \| \| Create Receipt in SAP Ariba \| Creates receipts in SAP Ariba \| \| Creating or Updating of Sourcing Event in SAP Ariba \| Creates or updates sourcing event in SAP Ariba \| \| Fetch Supplier Bids for Sourcing Event for SAP Ariba \| Fetches supplier bids for sourcing event from SAP Ariba \| \| Fetch Supplier Bids for Sourcing Event Service Ariba \| Fetches supplier bids for sourcing event service \| ## Accounts Payable Operations Integration with SAP Ariba The Accounts Payable Operations Integration with SAP Ariba supports the following subflows: Table 3. Subflow details for Accounts Payable Operations Integration with SAP Ariba \| Flow \| Description \| \| --- \| --- \| \| Fetches invoices from SAP Ariba REST \| Fetches accounts payable invoices inSAP Ariba. \| \| Update invoice statuses as Rejected in SAP Ariba REST \| Updates invoice statuses as rejected in SAP Ariba \| \| Fetch invoices from SAP Ariba REST service \| Fetches invoices from SAP Ariba REST service \|	--- title: Use flows in SAP Ariba description: Use flows to retrieve information from SAP Ariba, including invoices, cost centers, product models, payment terms, purchasing organizations, departments, GL accounts, currencies, FX rates, invoice payment details, suppliers, supplier bids, and legal entities. keywords: [] breadcrumbs: - Finance and Supply Chain - Source-to-Pay Operations - Source-to-Pay Integrations - Source-to-Pay integration with third-party applications - Source-to-Pay integration with SAP Ariba - Using Source-to-Pay integration with SAP Ariba --- # Use flows in SAP Ariba Use flows to retrieve information from SAP Ariba, including invoices, cost centers, product models, payment terms, purchasing organizations, departments, GL accounts, currencies, FX rates, invoice payment details, suppliers, supplier bids, and legal entities. You can either use the subflows to perform the required tasks or you can create a copy of the subflows and then customize it according to your requirements. The Source-to-Pay with SAP Ariba integration supports the following subflows. ## Supplier Lifecycle Operations Integration with SAP Ariba The Supplier Lifecycle Operations integration with SAP Ariba supports the following flows and subflows: Table 1. Flow and subflow details for Supplier Lifecycle Operations Integration with SAP Ariba \| Flow/Subflow \| Description \| \| --- \| --- \| \| Flow \| \| \| Create Supplier in SAP Ariba \| Creates suppliers in SAP Ariba \| \| Update supplier contact in SAP Ariba. \| Updates supplier contact details in SAP Ariba \| \| Update supplier info in SAP Ariba. \| Updates supplier information in SAP Ariba \| \| Update supplier legal entities in SAP Ariba. \| Updates supplier's legal entity details inSAP Ariba \| \| Update supplier location in SAP Ariba. \| Updates supplier location details in SAP Ariba \| \| Update supplier payment information in SAP Ariba. \| Updates supplier payment information in SAP Ariba \| \| Subflow \| \| \| Create supplier in SAP Ariba. \| Creates suppliers in SAP Ariba \| \| Update supplier details in SAP Ariba. \| Updates supplier detailsSAP Ariba \| \| Update supplier details to in process. \| Updates supplier details to in process. \| Important: These flows and subflows are read only. To modify a flow or subflow, create a copy and then apply the required changes. ## Sourcing and Procurement Operations Integration with SAP Ariba The Sourcing and Procurement Operations Integration with SAP Ariba supports the following subflows: Table 2. Flow and subflow details for Sourcing and Procurement Operations integration with SAP Ariba \| Flow/Subflow \| Description \| \| --- \| --- \| \| Flow \| \| \| Award Sourcing Event in SAP Ariba REST \| Awards sourcing events in SAP Ariba REST \| \| Create or Update Sourcing Event in SAP Ariba \| Creates or updates sourcing event in SAP Ariba \| \| Create Receipt in ERP \| Creates receipts in ERP \| \| Fetch Supplier Bids for Sourcing Event from SAP Ariba REST \| Fetches supplier bids for sourcing event from SAP Ariba REST \| \| Subflow \| \| \| Award Sourcing Event in SAP Ariba REST \| Awards sourcing events in SAP Ariba REST \| \| Create Receipt in SAP Ariba \| Creates receipts in SAP Ariba \| \| Creating or Updating of Sourcing Event in SAP Ariba \| Creates or updates sourcing event in SAP Ariba \| \| Fetch Supplier Bids for Sourcing Event for SAP Ariba \| Fetches supplier bids for sourcing event from SAP Ariba \| \| Fetch Supplier Bids for Sourcing Event Service Ariba \| Fetches supplier bids for sourcing event service \| ## Accounts Payable Operations Integration with SAP Ariba The Accounts Payable Operations Integration with SAP Ariba supports the following subflows: Table 3. Subflow details for Accounts Payable Operations Integration with SAP Ariba \| Flow \| Description \| \| --- \| --- \| \| Fetches invoices from SAP Ariba REST \| Fetches accounts payable invoices inSAP Ariba. \| \| Update invoice statuses as Rejected in SAP Ariba REST \| Updates invoice statuses as rejected in SAP Ariba \| \| Fetch invoices from SAP Ariba REST service \| Fetches invoices from SAP Ariba REST service \|
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/automatic-pipeline-creation.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/automatic-pipeline-creation.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/sourcing-procurement-operations/concept/automatic-pipeline-creation.html	zurich	Automatic pipeline project creation via Shopping Hub or Employee Center intake requests	When a shopper submits sourcing requests for products, pipeline projects are automatically created, provided the product price meets the budget conditions defined in the decision table.	[]	[ "Finance and Supply Chain", "Sourcing and Procurement Operations", "Exploring Sourcing and Procurement Operations", "Sourcing Pipeline Management" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/concept/automatic-pipeline-creation.html" id="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/concept/automatic-pipeline-creation.html"><body id="automatic-pipeline-creation"><main role="main"><article role="article" class="dita" id="automatic-pipeline-creation" aria-labelledby="title_automatic-pipeline-creation"> <h1 class="title topictitle1" id="title_automatic-pipeline-creation">Automatic pipeline project creation via <span class="ph">Shopping Hub</span> or <span class="ph">Employee Center</span> intake requests</h1> <div class="body conbody"><p class="shortdesc">When a shopper submits sourcing requests for products, pipeline projects are automatically created, provided the product price meets the budget conditions defined in the decision table.</p> <p class="p">By default, the budget threshold is set to $250,000. However, you can configure the budget conditions in the decision table to suit your business requirements. For more information, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/pipeline-project-creation-rule.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/pipeline-project-creation-rule.html" class="xref" title="By default, the Pipeline project creation rule decision table is used to create pipeline projects automtatically in Sourcing Pipeline Management.">Pipeline project creation rule for high-value sourcing requests</a>.</p> <p class="p">If multiple sourcing requests are submitted for products that belong to the same spend category or the same sourcing manager, only a single pipeline project is created to group all those products.</p> <p class="p">Pipeline projects created automatically through sourcing intake requests are set to the Draft state.</p> <section class="section" id="automatic-pipeline-creation__section_hd2_djd_wfc"><h2 id="d107574e64" class="title sectiontitle">Fields automatically populated in the pipeline project record</h2> <p class="p">The following fields are automatically populated for pipeline project records created through an intake request:</p> <div class="table-wrap"><table count-columns="2" class="table frame-all" id="automatic-pipeline-creation__table_dh4_3jd_wfc"><caption></caption><colgroup><col/><col/></colgroup><thead class="thead"> <tr class="row"> <th class="entry colsep-1 rowsep-1" id="automatic-pipeline-creation__table_dh4_3jd_wfc__entry__1">Field</th> <th class="entry colsep-1 rowsep-1" id="automatic-pipeline-creation__table_dh4_3jd_wfc__entry__2">Description</th> </tr> </thead><tbody class="tbody"> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="automatic-pipeline-creation__table_dh4_3jd_wfc__entry__1">Short description</td> <td class="entry colsep-1 rowsep-1" headers="automatic-pipeline-creation__table_dh4_3jd_wfc__entry__2"> <ul class="ul" id="automatic-pipeline-creation__ul_zzj_kjd_wfc"> <li class="li">If the intake request results in a single sourcing request (SR), the short description follows this format:<p class="p">PIPE00001 for <Product Name></p></li> <li class="li">If multiple SRs are created from the same intake request, the format is:<p class="p">PIPE00001 Multiple requests for <Requestor Name></p></li> </ul> </td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="automatic-pipeline-creation__table_dh4_3jd_wfc__entry__1">Requestor</td> <td class="entry colsep-1 rowsep-1" headers="automatic-pipeline-creation__table_dh4_3jd_wfc__entry__2">Populated based on the value provided in the <span class="ph uicontrol">Who is this request for</span> field.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="automatic-pipeline-creation__table_dh4_3jd_wfc__entry__1">Number</td> <td class="entry colsep-1 rowsep-1" headers="automatic-pipeline-creation__table_dh4_3jd_wfc__entry__2">An auto-generated number that uniquely identifies the pipeline project.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="automatic-pipeline-creation__table_dh4_3jd_wfc__entry__1">Estimated end date</td> <td class="entry colsep-1 rowsep-1" headers="automatic-pipeline-creation__table_dh4_3jd_wfc__entry__2">If multiple SRs have different delivery dates, the earliest delivery date is used as the estimated end date.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="automatic-pipeline-creation__table_dh4_3jd_wfc__entry__1">Spend category</td> <td class="entry colsep-1 rowsep-1" headers="automatic-pipeline-creation__table_dh4_3jd_wfc__entry__2">Derived from the Product Category field using predefined spend category to product category mappings.<div class="note note note_note"><span class="note__title">Note:</span> If the sourcing requests in a pipeline project have different spend categories, the <span class="ph uicontrol">Spend category</span> field is left blank. If the sourcing manager is the same across different spend categories, the requests are grouped into one pipeline project. In such cases, the <span class="ph uicontrol">Spend category</span> field is left blank.</div></td> </tr> </tbody></table></div> </section> <section class="section" id="automatic-pipeline-creation__section_ygr_hrf_sfc"><h2 id="d107574e167" class="title sectiontitle">Sourcing requests grouping logic</h2> <p class="p">The following conditions determine how sourcing requests (SR) are grouped into pipeline projects.</p> <div class="table-wrap"><table count-columns="2" class="table frame-all" id="automatic-pipeline-creation__table_bc1_xrf_sfc"><caption></caption><colgroup><col/><col/></colgroup><thead class="thead"> <tr class="row"> <th class="entry colsep-1 rowsep-1" id="automatic-pipeline-creation__table_bc1_xrf_sfc__entry__1">Grouping logic</th> <th class="entry colsep-1 rowsep-1" id="automatic-pipeline-creation__table_bc1_xrf_sfc__entry__2">Condition</th> </tr> </thead><tbody class="tbody"> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="automatic-pipeline-creation__table_bc1_xrf_sfc__entry__1">Group SRs by spend category (if available)</td> <td class="entry colsep-1 rowsep-1" headers="automatic-pipeline-creation__table_bc1_xrf_sfc__entry__2"> <ul class="ul" id="automatic-pipeline-creation__ul_a1s_csf_sfc"> <li class="li">If an SR includes multiple products with different product categories, and category taxonomy is configured, then separate pipeline projects are created for each spend category.</li> <li class="li">However, if the sourcing manager is the same for those spend categories, they’re grouped into one pipeline project. In this case, the <span class="ph uicontrol">Spend Category</span> field is left blank in the grouped pipeline project.</li> </ul> </td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="automatic-pipeline-creation__table_bc1_xrf_sfc__entry__1">Group SRs without spend categories</td> <td class="entry colsep-1 rowsep-1" headers="automatic-pipeline-creation__table_bc1_xrf_sfc__entry__2"> <ul class="ul" id="automatic-pipeline-creation__ul_jnk_1hg_zfc"> <li class="li">SRs that do not have a spend category are grouped into a single pipeline project.</li> <li class="li">If four SRs are created from the same intake request, and three have spend categories while one doesn't, the one without is grouped with the others.</li> </ul> </td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="automatic-pipeline-creation__table_bc1_xrf_sfc__entry__1">Spend category restrictions for adding SRs to a pipeline project</td> <td class="entry colsep-1 rowsep-1" headers="automatic-pipeline-creation__table_bc1_xrf_sfc__entry__2">SRs can be added to an existing pipeline project in the following scenarios:<ul class="ul" id="automatic-pipeline-creation__ul_of4_fhg_zfc"> <li class="li">The spend category of the SRs matches with that of the pipeline project.</li> <li class="li">The spend category is blank and not defined for the SRs.</li> <li class="li">The SRs must be in either the Pending Review or Pending Approval state.</li> </ul></td> </tr> </tbody></table></div> </section> <section class="section" id="automatic-pipeline-creation__section_tqg_pvk_bgc"><h2 id="d107574e261" class="title sectiontitle">How pipeline project creation affects cancellation</h2> <p class="p">The way a pipeline project is created determines when and how it can be canceled.</p> <div class="table-wrap"><table count-columns="2" class="table frame-all" id="automatic-pipeline-creation__table_dcb_1md_wfc"><caption></caption><colgroup><col/><col/></colgroup><thead class="thead"> <tr class="row"> <th class="entry colsep-1 rowsep-1" id="automatic-pipeline-creation__table_dcb_1md_wfc__entry__1">Pipe creation method</th> <th class="entry colsep-1 rowsep-1" id="automatic-pipeline-creation__table_dcb_1md_wfc__entry__2">Cancellation behavior</th> </tr> </thead><tbody class="tbody"> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="automatic-pipeline-creation__table_dcb_1md_wfc__entry__1">Auto-created pipeline projects from sourcing requests</td> <td class="entry colsep-1 rowsep-1" headers="automatic-pipeline-creation__table_dcb_1md_wfc__entry__2">If a pipeline project is auto-created from a sourcing request (SR), and that SR is later canceled, the pipeline project is also canceled but only in Draft state.<p class="p">If the pipeline project has progressed to the Work in Progress (WIP) state, it isn’t canceled, even if the associated SR is canceled.</p></td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="automatic-pipeline-creation__table_dcb_1md_wfc__entry__1">Manually created pipeline projects</td> <td class="entry colsep-1 rowsep-1" headers="automatic-pipeline-creation__table_dcb_1md_wfc__entry__2">For pipeline projects created manually from the List view, the project isn’t canceled even if the associated sourcing request is canceled.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="automatic-pipeline-creation__table_dcb_1md_wfc__entry__1">For both auto-created and manually created pipeline projects</td> <td class="entry colsep-1 rowsep-1" headers="automatic-pipeline-creation__table_dcb_1md_wfc__entry__2">If all sourcing requests under a pipeline project are in Closed – Cancelled or Closed – Rejected state, the pipeline project also moves to the Closed – Cancelled state.</td> </tr> </tbody></table></div> </section> </div> <nav role="navigation"></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Sourcing and Procurement Operations", "topic_id": "product/sourcing-procurement-operations/concept/psm-overview.html" }, { "title": "Exploring Sourcing and Procurement Operations", "topic_id": "product/sourcing-procurement-operations/concept/exploring-spo.html" }, { "title": "Sourcing Pipeline Management", "topic_id": "product/sourcing-procurement-operations/concept/spo-sourcing-pipeline-mgmt.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations\">Zurich Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a 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"primary_sort": "top-down", "type": "subjecthead" }, "clustered_labels": [ "versions" ], "clustered_topics": [], "clustering_title": "Zurich" }, "topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/concept/automatic-pipeline-creation.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/concept/automatic-pipeline-creation.html\"><body id=\"automatic-pipeline-creation\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"automatic-pipeline-creation\" aria-labelledby=\"title_automatic-pipeline-creation\">\n <h1 class=\"title topictitle1\" id=\"title_automatic-pipeline-creation\">Automatic pipeline project creation via <span class=\"ph\">Shopping Hub</span> or <span class=\"ph\">Employee Center</span> intake requests</h1>\n \n \n <div class=\"body conbody\"><p class=\"shortdesc\">When a shopper submits sourcing requests for products, pipeline projects are automatically created, provided the product price meets the budget conditions defined in the decision table.</p>\n <p class=\"p\">By default, the budget threshold is set to $250,000. However, you can configure the budget conditions in the decision table to suit your business requirements. For more information, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/pipeline-project-creation-rule.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/pipeline-project-creation-rule.html\" class=\"xref\" title=\"By default, the Pipeline project creation rule decision table is used to create pipeline projects automtatically in Sourcing Pipeline Management.\">Pipeline project creation rule for high-value sourcing requests</a>.</p>\n <p class=\"p\">If multiple sourcing requests are submitted for products that belong to the same spend category or the same sourcing manager, only a single pipeline project is created to group all those products.</p>\n <p class=\"p\">Pipeline projects created automatically through sourcing intake requests are set to the Draft state.</p>\n <section class=\"section\" id=\"automatic-pipeline-creation__section_hd2_djd_wfc\"><h2 id=\"d107574e64\" class=\"title sectiontitle\">Fields automatically populated in the pipeline project record</h2>\n \n <p class=\"p\">The following fields are automatically populated for pipeline project records created through an intake request:</p>\n <div class=\"table-wrap\"><table count-columns=\"2\" class=\"table frame-all\" id=\"automatic-pipeline-creation__table_dh4_3jd_wfc\"><caption></caption><colgroup><col/><col/></colgroup><thead class=\"thead\">\n <tr class=\"row\">\n <th class=\"entry colsep-1 rowsep-1\" id=\"automatic-pipeline-creation__table_dh4_3jd_wfc__entry__1\">Field</th>\n <th class=\"entry colsep-1 rowsep-1\" id=\"automatic-pipeline-creation__table_dh4_3jd_wfc__entry__2\">Description</th>\n </tr>\n </thead><tbody class=\"tbody\">\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"automatic-pipeline-creation__table_dh4_3jd_wfc__entry__1\">Short description</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"automatic-pipeline-creation__table_dh4_3jd_wfc__entry__2\">\n <ul class=\"ul\" id=\"automatic-pipeline-creation__ul_zzj_kjd_wfc\">\n <li class=\"li\">If the intake request results in a single sourcing request (SR), the short description follows this format:<p class=\"p\">PIPE00001 for <Product Name></p></li>\n <li class=\"li\">If multiple SRs are created from the same intake request, the format is:<p class=\"p\">PIPE00001 Multiple requests for <Requestor Name></p></li>\n </ul>\n </td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"automatic-pipeline-creation__table_dh4_3jd_wfc__entry__1\">Requestor</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"automatic-pipeline-creation__table_dh4_3jd_wfc__entry__2\">Populated based on the value provided in the <span class=\"ph uicontrol\">Who is this request for</span> field.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"automatic-pipeline-creation__table_dh4_3jd_wfc__entry__1\">Number</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"automatic-pipeline-creation__table_dh4_3jd_wfc__entry__2\">An auto-generated number that uniquely identifies the pipeline project.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"automatic-pipeline-creation__table_dh4_3jd_wfc__entry__1\">Estimated end date</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"automatic-pipeline-creation__table_dh4_3jd_wfc__entry__2\">If multiple SRs have different delivery dates, the earliest delivery date is used as the estimated end date.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"automatic-pipeline-creation__table_dh4_3jd_wfc__entry__1\">Spend category</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"automatic-pipeline-creation__table_dh4_3jd_wfc__entry__2\">Derived from the Product Category field using predefined spend category to product category mappings.<div class=\"note note note_note\"><span class=\"note__title\">Note:</span> If the sourcing requests in a pipeline project have different spend categories, the <span class=\"ph uicontrol\">Spend\n category</span> field is left blank. If the sourcing manager is the same across different spend categories, the requests are grouped into one pipeline project. In such cases, the <span class=\"ph uicontrol\">Spend category</span> field is\n left blank.</div></td>\n </tr>\n </tbody></table></div>\n </section>\n <section class=\"section\" id=\"automatic-pipeline-creation__section_ygr_hrf_sfc\"><h2 id=\"d107574e167\" class=\"title sectiontitle\">Sourcing requests grouping logic</h2>\n \n <p class=\"p\">The following conditions determine how sourcing requests (SR) are grouped into pipeline projects.</p>\n <div class=\"table-wrap\"><table count-columns=\"2\" class=\"table frame-all\" id=\"automatic-pipeline-creation__table_bc1_xrf_sfc\"><caption></caption><colgroup><col/><col/></colgroup><thead class=\"thead\">\n <tr class=\"row\">\n <th class=\"entry colsep-1 rowsep-1\" id=\"automatic-pipeline-creation__table_bc1_xrf_sfc__entry__1\">Grouping logic</th>\n <th class=\"entry colsep-1 rowsep-1\" id=\"automatic-pipeline-creation__table_bc1_xrf_sfc__entry__2\">Condition</th>\n </tr>\n </thead><tbody class=\"tbody\">\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"automatic-pipeline-creation__table_bc1_xrf_sfc__entry__1\">Group SRs by spend category (if available)</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"automatic-pipeline-creation__table_bc1_xrf_sfc__entry__2\">\n <ul class=\"ul\" id=\"automatic-pipeline-creation__ul_a1s_csf_sfc\">\n <li class=\"li\">If an SR includes multiple products with different product categories, and category taxonomy is configured, then separate pipeline projects are created for each spend category.</li>\n <li class=\"li\">However, if the sourcing manager is the same for those spend categories, they’re grouped into one pipeline project. In this case, the <span class=\"ph uicontrol\">Spend Category</span> field is left blank in the grouped pipeline\n project.</li>\n </ul>\n </td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"automatic-pipeline-creation__table_bc1_xrf_sfc__entry__1\">Group SRs without spend categories</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"automatic-pipeline-creation__table_bc1_xrf_sfc__entry__2\">\n <ul class=\"ul\" id=\"automatic-pipeline-creation__ul_jnk_1hg_zfc\">\n <li class=\"li\">SRs that do not have a spend category are grouped into a single pipeline project.</li>\n <li class=\"li\">If four SRs are created from the same intake request, and three have spend categories while one doesn't, the one without is grouped with the others.</li>\n </ul>\n </td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"automatic-pipeline-creation__table_bc1_xrf_sfc__entry__1\">Spend category restrictions for adding SRs to a pipeline project</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"automatic-pipeline-creation__table_bc1_xrf_sfc__entry__2\">SRs can be added to an existing pipeline project in the following scenarios:<ul class=\"ul\" id=\"automatic-pipeline-creation__ul_of4_fhg_zfc\">\n <li class=\"li\">The spend category of the SRs matches with that of the pipeline project.</li>\n <li class=\"li\">The spend category is blank and not defined for the SRs.</li>\n <li class=\"li\">The SRs must be in either the Pending Review or Pending Approval state.</li>\n </ul></td>\n </tr>\n </tbody></table></div>\n </section>\n <section class=\"section\" id=\"automatic-pipeline-creation__section_tqg_pvk_bgc\"><h2 id=\"d107574e261\" class=\"title sectiontitle\">How pipeline project creation affects cancellation</h2>\n \n <p class=\"p\">The way a pipeline project is created determines when and how it can be canceled.</p>\n <div class=\"table-wrap\"><table count-columns=\"2\" class=\"table frame-all\" id=\"automatic-pipeline-creation__table_dcb_1md_wfc\"><caption></caption><colgroup><col/><col/></colgroup><thead class=\"thead\">\n <tr class=\"row\">\n <th class=\"entry colsep-1 rowsep-1\" id=\"automatic-pipeline-creation__table_dcb_1md_wfc__entry__1\">Pipe creation method</th>\n <th class=\"entry colsep-1 rowsep-1\" id=\"automatic-pipeline-creation__table_dcb_1md_wfc__entry__2\">Cancellation behavior</th>\n </tr>\n </thead><tbody class=\"tbody\">\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"automatic-pipeline-creation__table_dcb_1md_wfc__entry__1\">Auto-created pipeline projects from sourcing requests</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"automatic-pipeline-creation__table_dcb_1md_wfc__entry__2\">If a pipeline project is auto-created from a sourcing request (SR), and that SR is later canceled, the pipeline project is also canceled but only in Draft state.<p class=\"p\">If the pipeline project has progressed to the Work in Progress\n (WIP) state, it isn’t canceled, even if the associated SR is canceled.</p></td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"automatic-pipeline-creation__table_dcb_1md_wfc__entry__1\">Manually created pipeline projects</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"automatic-pipeline-creation__table_dcb_1md_wfc__entry__2\">For pipeline projects created manually from the List view, the project isn’t canceled even if the associated sourcing request is canceled.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"automatic-pipeline-creation__table_dcb_1md_wfc__entry__1\">For both auto-created and manually created pipeline projects</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"automatic-pipeline-creation__table_dcb_1md_wfc__entry__2\">If all sourcing requests under a pipeline project are in Closed – Cancelled or Closed – Rejected state, the pipeline project also moves to the Closed – Cancelled state.</td>\n </tr>\n </tbody></table></div>\n </section>\n </div>\n<nav role=\"navigation\"></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Automatic pipeline project creation via Shopping Hub or Employee Center intake requests When a shopper submits sourcing requests for products, pipeline projects are automatically created, provided the product price meets the budget conditions defined in the decision table. By default, the budget threshold is set to $250,000. However, you can configure the budget conditions in the decision table to suit your business requirements. For more information, see Pipeline project creation rule for high-value sourcing requests. If multiple sourcing requests are submitted for products that belong to the same spend category or the same sourcing manager, only a single pipeline project is created to group all those products. Pipeline projects created automatically through sourcing intake requests are set to the Draft state. ## Fields automatically populated in the pipeline project record The following fields are automatically populated for pipeline project records created through an intake request: \| Field \| Description \| \| --- \| --- \| \| Short description \| * If the intake request results in a single sourcing request (SR), the short description follows this format: PIPE00001 for <Product Name> * If multiple SRs are created from the same intake request, the format is: PIPE00001 Multiple requests for <Requestor Name> \| \| Requestor \| Populated based on the value provided in the Who is this request for field. \| \| Number \| An auto-generated number that uniquely identifies the pipeline project. \| \| Estimated end date \| If multiple SRs have different delivery dates, the earliest delivery date is used as the estimated end date. \| \| Spend category \| Derived from the Product Category field using predefined spend category to product category mappings.Note: If the sourcing requests in a pipeline project have different spend categories, the Spend category field is left blank. If the sourcing manager is the same across different spend categories, the requests are grouped into one pipeline project. In such cases, the Spend category field is left blank. \| ## Sourcing requests grouping logic The following conditions determine how sourcing requests (SR) are grouped into pipeline projects. \| Grouping logic \| Condition \| \| --- \| --- \| \| Group SRs by spend category (if available) \| * If an SR includes multiple products with different product categories, and category taxonomy is configured, then separate pipeline projects are created for each spend category. * However, if the sourcing manager is the same for those spend categories, they’re grouped into one pipeline project. In this case, the Spend Category field is left blank in the grouped pipeline project. \| \| Group SRs without spend categories \| * SRs that do not have a spend category are grouped into a single pipeline project. * If four SRs are created from the same intake request, and three have spend categories while one doesn't, the one without is grouped with the others. \| \| Spend category restrictions for adding SRs to a pipeline project \| SRs can be added to an existing pipeline project in the following scenarios: * The spend category of the SRs matches with that of the pipeline project. * The spend category is blank and not defined for the SRs. * The SRs must be in either the Pending Review or Pending Approval state. \| ## How pipeline project creation affects cancellation The way a pipeline project is created determines when and how it can be canceled. \| Pipe creation method \| Cancellation behavior \| \| --- \| --- \| \| Auto-created pipeline projects from sourcing requests \| If a pipeline project is auto-created from a sourcing request (SR), and that SR is later canceled, the pipeline project is also canceled but only in Draft state. If the pipeline project has progressed to the Work in Progress (WIP) state, it isn’t canceled, even if the associated SR is canceled. \| \| Manually created pipeline projects \| For pipeline projects created manually from the List view, the project isn’t canceled even if the associated sourcing request is canceled. \| \| For both auto-created and manually created pipeline projects \| If all sourcing requests under a pipeline project are in Closed – Cancelled or Closed – Rejected state, the pipeline project also moves to the Closed – Cancelled state. \|	--- title: Automatic pipeline project creation via Shopping Hub or Employee Center intake requests description: When a shopper submits sourcing requests for products, pipeline projects are automatically created, provided the product price meets the budget conditions defined in the decision table. keywords: [] breadcrumbs: - Finance and Supply Chain - Sourcing and Procurement Operations - Exploring Sourcing and Procurement Operations - Sourcing Pipeline Management --- # Automatic pipeline project creation via Shopping Hub or Employee Center intake requests When a shopper submits sourcing requests for products, pipeline projects are automatically created, provided the product price meets the budget conditions defined in the decision table. By default, the budget threshold is set to $250,000. However, you can configure the budget conditions in the decision table to suit your business requirements. For more information, see Pipeline project creation rule for high-value sourcing requests. If multiple sourcing requests are submitted for products that belong to the same spend category or the same sourcing manager, only a single pipeline project is created to group all those products. Pipeline projects created automatically through sourcing intake requests are set to the Draft state. ## Fields automatically populated in the pipeline project record The following fields are automatically populated for pipeline project records created through an intake request: \| Field \| Description \| \| --- \| --- \| \| Short description \| * If the intake request results in a single sourcing request (SR), the short description follows this format: PIPE00001 for <Product Name> * If multiple SRs are created from the same intake request, the format is: PIPE00001 Multiple requests for <Requestor Name> \| \| Requestor \| Populated based on the value provided in the Who is this request for field. \| \| Number \| An auto-generated number that uniquely identifies the pipeline project. \| \| Estimated end date \| If multiple SRs have different delivery dates, the earliest delivery date is used as the estimated end date. \| \| Spend category \| Derived from the Product Category field using predefined spend category to product category mappings.Note: If the sourcing requests in a pipeline project have different spend categories, the Spend category field is left blank. If the sourcing manager is the same across different spend categories, the requests are grouped into one pipeline project. In such cases, the Spend category field is left blank. \| ## Sourcing requests grouping logic The following conditions determine how sourcing requests (SR) are grouped into pipeline projects. \| Grouping logic \| Condition \| \| --- \| --- \| \| Group SRs by spend category (if available) \| * If an SR includes multiple products with different product categories, and category taxonomy is configured, then separate pipeline projects are created for each spend category. * However, if the sourcing manager is the same for those spend categories, they’re grouped into one pipeline project. In this case, the Spend Category field is left blank in the grouped pipeline project. \| \| Group SRs without spend categories \| * SRs that do not have a spend category are grouped into a single pipeline project. * If four SRs are created from the same intake request, and three have spend categories while one doesn't, the one without is grouped with the others. \| \| Spend category restrictions for adding SRs to a pipeline project \| SRs can be added to an existing pipeline project in the following scenarios: * The spend category of the SRs matches with that of the pipeline project. * The spend category is blank and not defined for the SRs. * The SRs must be in either the Pending Review or Pending Approval state. \| ## How pipeline project creation affects cancellation The way a pipeline project is created determines when and how it can be canceled. \| Pipe creation method \| Cancellation behavior \| \| --- \| --- \| \| Auto-created pipeline projects from sourcing requests \| If a pipeline project is auto-created from a sourcing request (SR), and that SR is later canceled, the pipeline project is also canceled but only in Draft state. If the pipeline project has progressed to the Work in Progress (WIP) state, it isn’t canceled, even if the associated SR is canceled. \| \| Manually created pipeline projects \| For pipeline projects created manually from the List view, the project isn’t canceled even if the associated sourcing request is canceled. \| \| For both auto-created and manually created pipeline projects \| If all sourcing requests under a pipeline project are in Closed – Cancelled or Closed – Rejected state, the pipeline project also moves to the Closed – Cancelled state. \|
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/itam-spo-asset-creation.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/itam-spo-asset-creation.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/sourcing-procurement-operations/concept/itam-spo-asset-creation.html	zurich	Asset creation process in IT Asset Management	In IT Asset Management (ITAM), assets are created when you acknowledge the receipt of the requested items.	[]	[ "Finance and Supply Chain", "Sourcing and Procurement Operations", "Integrating Sourcing and Procurement Operations with other applications", "Sourcing and Procurement Operations integration with IT Asset Management" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/concept/itam-spo-asset-creation.html" id="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/concept/itam-spo-asset-creation.html"><body id="itam-spo-asset-creation"><main role="main"><article role="article" class="dita" id="itam-spo-asset-creation" aria-labelledby="title_itam-spo-asset-creation"> <h1 class="title topictitle1" id="title_itam-spo-asset-creation">Asset creation process in <span class="ph">IT Asset Management</span></h1> <div class="body conbody"><p class="shortdesc">In IT Asset Management (ITAM), assets are created when you acknowledge the receipt of the requested items.</p> <p class="p">After receiving is completed, receiving slips are generated in ITAM, the associated assets are created, and the status of the PO is updated to Received. You can view the created assets in the <span class="ph uicontrol">Assets</span> tab of the ITAM purchase order. For more information, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/itam-spo-receiving-assets.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/itam-spo-receiving-assets.html" class="xref" title="As part of the Better Together integration, all asset receiving is handled within IT Asset Management (ITAM). When an item is initially received in ITAM, a receipt is automatically generated in SPO in the Pending Submission state.">Receiving assets in IT Asset Management</a>.<img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/../image/itam-spo-assets-tab.png?_LANG=enus" class="image" id="itam-spo-asset-creation__image_hx4_lbb_vfc" alt="Assets tab shows the created assets and the ITAM PO status updates to Received."/></p> <p class="p">Additionally, when receiving slips are generated in ITAM, corresponding read-only receipts are created in SPO.</p> <p class="p">The following occurs during the asset creation process in ITAM:</p> <ul class="ul" id="itam-spo-asset-creation__ul_xh5_gb5_5fc"> <li class="li">When a Hardware Asset Management (HAM) or Enterprise Asset Management (EAM) asset is received, ITAM creates a corresponding record in the alm_asset table.</li> <li class="li">When a Software Asset Management (SAM) item is received, ITAM creates a corresponding entitlement in the alm_license table.</li> <li class="li">When a consumable is received, ITAM creates a corresponding entitlement in the alm_consumable table.</li> </ul> </div> <nav role="navigation"></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Sourcing and Procurement Operations", "topic_id": "product/sourcing-procurement-operations/concept/psm-overview.html" }, { "title": "Integrating Sourcing and Procurement Operations with other applications", "topic_id": "product/sourcing-procurement-operations/concept/integrating-spo.html" }, { "title": "Sourcing and Procurement Operations integration with IT Asset Management", "topic_id": "product/sourcing-procurement-operations/concept/spo-itam-better-together.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations\">Zurich Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/finance-supply-chain-landing.html\">Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/psm-overview.html\">Sourcing and Procurement Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/integrating-spo.html\">Integrating Sourcing and Procurement Operations with other applications</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/spo-itam-better-together.html\">Sourcing and Procurement Operations integration with IT Asset Management</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">Asset creation process in IT Asset Management</span>", "bundle_id": "zurich-source-to-pay-operations", "bundle_key": 2735, "bundle_landing_page": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html", "bundle_subtitle": null, "bundle_title": "Zurich Finance and Supply Chain", "canonical_link": null, "dates": { "Added on": "2025-08-05T13:11:54.216332Z", "Created on": "2025-06-28T00:00:00Z", "Initial upload": "2025-07-30T22:25:52.095402Z", "Updated on": "2025-07-31T00:00:00Z" }, "dislike_url": "https://servicenow-be-prod.servicenow.com/dislike/55688373", "dislikes": 0, "es_archived_content": false, "is_in_fav": false, "is_liked": null, "is_watched": false, "keywords": [ " zurich zurich" ], "labels": [ { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "zurich", "navtitle": "Zurich", "outputclasses": [], "subjectHeadId": "versions", "subjectheadNavtitle": "Versions", "visibility": "show-facet" }, { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "spoo", "navtitle": "Sourcing and Procurement Operations", "outputclasses": [], "subjectHeadId": "products", "subjectheadNavtitle": "Products", "visibility": "show-facet" } ], "labels_text": "Versions > Zurich; Products > Finance and Supply Chain > Sourcing and Procurement Operations", "like_url": "https://servicenow-be-prod.servicenow.com/like/55688373", "likes": 0, "metadata": { "AI Search": null, "AI Search Assist": null, "Application Insights": null, "Capabilities": null, "Code Signing": null, "Contextual Search": null, "DC.contributor": null, "DC.coverage": null, "DC.creator": "ServiceNow", "DC.date.created": "2025-06-28T19:38:09+05:30", "DC.date.modified": "2025-07-31", "DC.format": "HTML5", "DC.identifier": "itam-spo-asset-creation", "DC.language": null, "DC.relation": "../../../product/sourcing-procurement-operations/concept/spo-itam-better-together.html", "DC.rights.owner": "(C) Copyright 2025", "DC.subject": null, "DC.type": "concept", "Data Discovery": null, "Data Policy": null, "Data Privacy": null, "Discovery": null, "External Content for AI Search": null, "Field Administration": null, "Field Normalization": null, "Key Management Framework": null, "Localization Framework": null, "Now Platform": null, "PlatSec": null, "Platform": null, "Platform Administration": null, "Platform Performance": null, "Platform Privacy": null, "Proactive Triggers": null, "Process Optimization": null, "RN doc editing record number": null, "Search Administration": null, "Secrets Management": null, "ServiceNow AI Platform": null, "State Model": null, "Subscription Management": null, "Task Communications Management": null, "Timeline Visualizations": null, "User Administration": null, "User Experience Analytics": null, "Zing": null, "ai-now-assist": null, "app-name": null, "app_route": null, "azureapimanagemen": null, "change-completed": null, "change-item": null, "change-request-id": null, "change-request-reference": null, "com.glide.embedded_help.category": null, "component": null, "copyright": "(C) Copyright 2025", "crossroads": null, "data": null, "description": "In IT Asset Management (ITAM), assets are created when you acknowledge the receipt of the requested items.", "dominant_bundle": null, "erp-canvas-video": null, "fsm-mobile": null, "fsm-route": null, "fsm-sched-opt": null, "fsm-wrk-order": null, "genai-round-7": null, "generator": "DITA-OT", "glossPartOfSpeech": null, "glossStatus": null, "guided setup": null, "guided tours": null, "keywords": null, "min-toc": null, "mini": null, "mini-to truec": null, "mini-toc": null, "mini_toc": null, "minitoc": null, "modification": null, "now-assist-app-gen-video": null, "order": null, "page-type": null, "page-type ": null, "prodname": null, "product": null, "product_name": null, "release": null, "resourceID": null, "roles": null, "route_page": null, "route_params_listId": null, "route_params_table": null, "route_params_type": null, "route_type": null, "setconfigurationproperties": null, "topic": null, "translation-type": "source", "version": null, "workflow": "Creator", "workplace-srvc-delvry-ditamap": null }, "page_id": "product/sourcing-procurement-operations/concept/itam-spo-asset-creation.html", "page_key": 55688373, "preprocessed_PDF": "https://downloads.docs.servicenow.com/pdf/enus/servicenow-yokohama-source-to-pay-operations-enus.pdf", "rating": null, "read_time_data": { "char_count": 972, "img_count": 1, "read_time": 1, "video_links": [ "" ], "word_count": 148 }, "related_links": [], "search_title": null, "title": "Asset creation process in IT Asset Management", "topic_cluster": { "clustered_by": { "enabled": true, "primary_key": "versions", "primary_sort": "top-down", "type": "subjecthead" }, "clustered_labels": [ "versions" ], "clustered_topics": [], "clustering_title": "Zurich" }, "topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/concept/itam-spo-asset-creation.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/concept/itam-spo-asset-creation.html\"><body id=\"itam-spo-asset-creation\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"itam-spo-asset-creation\" aria-labelledby=\"title_itam-spo-asset-creation\">\n <h1 class=\"title topictitle1\" id=\"title_itam-spo-asset-creation\">Asset creation process in <span class=\"ph\">IT Asset Management</span></h1>\n \n \n <div class=\"body conbody\"><p class=\"shortdesc\">In IT Asset Management (ITAM), assets are created when you acknowledge the receipt of the requested items.</p>\n <p class=\"p\">After receiving is completed, receiving slips are generated in ITAM, the associated assets are created, and the status of the PO is updated to Received. You can view the created assets in the <span class=\"ph uicontrol\">Assets</span> tab of\n the ITAM purchase order. For more information, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/itam-spo-receiving-assets.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/itam-spo-receiving-assets.html\" class=\"xref\" title=\"As part of the Better Together integration, all asset receiving is handled within IT Asset Management (ITAM). When an item is initially received in ITAM, a receipt is automatically generated in SPO in the Pending Submission state.\">Receiving assets in IT Asset Management</a>.<img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/../image/itam-spo-assets-tab.png?_LANG=enus\" class=\"image\" id=\"itam-spo-asset-creation__image_hx4_lbb_vfc\" alt=\"Assets tab shows the created assets and the ITAM PO status updates to Received.\"/></p>\n <p class=\"p\">Additionally, when receiving slips are generated in ITAM, corresponding read-only receipts are created in SPO.</p>\n <p class=\"p\">The following occurs during the asset creation process in ITAM:</p>\n <ul class=\"ul\" id=\"itam-spo-asset-creation__ul_xh5_gb5_5fc\">\n <li class=\"li\">When a Hardware Asset Management (HAM) or Enterprise Asset Management (EAM) asset is received, ITAM creates a corresponding record in the alm_asset table.</li>\n <li class=\"li\">When a Software Asset Management (SAM) item is received, ITAM creates a corresponding entitlement in the alm_license table.</li>\n <li class=\"li\">When a consumable is received, ITAM creates a corresponding entitlement in the alm_consumable table.</li>\n </ul>\n </div>\n<nav role=\"navigation\"></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Asset creation process in IT Asset Management In IT Asset Management (ITAM), assets are created when you acknowledge the receipt of the requested items. After receiving is completed, receiving slips are generated in ITAM, the associated assets are created, and the status of the PO is updated to Received. You can view the created assets in the Assets tab of the ITAM purchase order. For more information, see Receiving assets in IT Asset Management. Additionally, when receiving slips are generated in ITAM, corresponding read-only receipts are created in SPO. The following occurs during the asset creation process in ITAM: * When a Hardware Asset Management (HAM) or Enterprise Asset Management (EAM) asset is received, ITAM creates a corresponding record in the alm\_asset table. * When a Software Asset Management (SAM) item is received, ITAM creates a corresponding entitlement in the alm\_license table. * When a consumable is received, ITAM creates a corresponding entitlement in the alm\_consumable table.	--- title: Asset creation process in IT Asset Management description: In IT Asset Management (ITAM), assets are created when you acknowledge the receipt of the requested items. keywords: [] breadcrumbs: - Finance and Supply Chain - Sourcing and Procurement Operations - Integrating Sourcing and Procurement Operations with other applications - Sourcing and Procurement Operations integration with IT Asset Management --- # Asset creation process in IT Asset Management In IT Asset Management (ITAM), assets are created when you acknowledge the receipt of the requested items. After receiving is completed, receiving slips are generated in ITAM, the associated assets are created, and the status of the PO is updated to Received. You can view the created assets in the Assets tab of the ITAM purchase order. For more information, see Receiving assets in IT Asset Management. Additionally, when receiving slips are generated in ITAM, corresponding read-only receipts are created in SPO. The following occurs during the asset creation process in ITAM: * When a Hardware Asset Management (HAM) or Enterprise Asset Management (EAM) asset is received, ITAM creates a corresponding record in the alm\_asset table. * When a Software Asset Management (SAM) item is received, ITAM creates a corresponding entitlement in the alm\_license table. * When a consumable is received, ITAM creates a corresponding entitlement in the alm\_consumable table.
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/itam-spo-key-consideration.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/itam-spo-key-consideration.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/sourcing-procurement-operations/concept/itam-spo-key-consideration.html	zurich	Considerations for implementing the ITAM-SPO better together flow	This section provides information on considerations for implementing the ITAM-SPO better together solution.	[]	[ "Finance and Supply Chain", "Sourcing and Procurement Operations", "Integrating Sourcing and Procurement Operations with other applications", "Sourcing and Procurement Operations integration with IT Asset Management" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/concept/itam-spo-key-consideration.html" id="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/concept/itam-spo-key-consideration.html"><body id="itam-spo-key-consideration"><main role="main"><article role="article" class="dita" id="itam-spo-key-consideration" aria-labelledby="title_itam-spo-key-consideration"> <h1 class="title topictitle1" id="title_itam-spo-key-consideration">Considerations for implementing the ITAM-SPO better together flow</h1> <div class="body conbody"><p class="shortdesc">This section provides information on considerations for implementing the ITAM-SPO better together solution.</p> <div class="table-wrap"><table count-columns="2" class="table frame-all" id="itam-spo-key-consideration__table_id2_tj3_tfc"><caption></caption><colgroup><col/><col/></colgroup><thead class="thead"> <tr class="row"> <th class="entry colsep-1 rowsep-1" id="itam-spo-key-consideration__table_id2_tj3_tfc__entry__1">Functional detail</th> <th class="entry colsep-1 rowsep-1" id="itam-spo-key-consideration__table_id2_tj3_tfc__entry__2">Description</th> </tr> </thead><tbody class="tbody"> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="itam-spo-key-consideration__table_id2_tj3_tfc__entry__1">PO and PR transaction behavior</td> <td class="entry colsep-1 rowsep-1" headers="itam-spo-key-consideration__table_id2_tj3_tfc__entry__2"> <p class="p">To enable seamless integration:</p> <ul class="ul" id="itam-spo-key-consideration__ul_m13_nq3_tfc"> <li class="li">The <span class="ph uicontrol">Cancel</span> and <span class="ph uicontrol">Order</span> options are disabled for POs in ITAM.</li> <li class="li">Edit and return flows for Purchase Requisitions (PR) and Purchase Orders (PO) in SPO are not supported in this integration. Therefore, the <span class="ph uicontrol">Confirm Revision</span> option is disabled when the PR is in the Pending Review state.</li> </ul> </td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="itam-spo-key-consideration__table_id2_tj3_tfc__entry__1">Acknowledging asset receipt in ITAM</td> <td class="entry colsep-1 rowsep-1" headers="itam-spo-key-consideration__table_id2_tj3_tfc__entry__2"> <ul class="ul" id="itam-spo-key-consideration__ul_kzj_tq3_tfc"> <li class="li">After asset delivery, the purchaser acknowledges receipt via the PO in ITAM. Assets are then created and can be viewed under the <span class="ph uicontrol">Assets</span> tab of the ITAM PO.</li> <li class="li">In this workflow, no assets or receipts are created from the SPO PO.</li> <li class="li">A read-only receipt is generated on the SPO POL only after the ITAM receipt slip is created.</li> </ul> </td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="itam-spo-key-consideration__table_id2_tj3_tfc__entry__1">Shopping Hub and IT Asset Management</td> <td class="entry colsep-1 rowsep-1" headers="itam-spo-key-consideration__table_id2_tj3_tfc__entry__2"><p class="p">As part of this flow, all IT asset, consumable, and enterprise purchases should go through the service catalog. Services purchases should continue to flow through Shopping Hub.</p>Shopping Hub controls should prevent IT asset purchases directly from the Shopping Hub catalog.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="itam-spo-key-consideration__table_id2_tj3_tfc__entry__1">Supplier Product and Vendor Catalog Item table usage</td> <td class="entry colsep-1 rowsep-1" headers="itam-spo-key-consideration__table_id2_tj3_tfc__entry__2">When a purchase is initiated using the ITAM-SPO flow, the system doesn't use the Vendor Catalog Item (pc_vendor_cat_item) table. Instead, it uses SPO's Supplier Product (sn_shop_supplier_product) table to process the purchase.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="itam-spo-key-consideration__table_id2_tj3_tfc__entry__1">How ITAM-SPO better together flow affects SAM-Coupa integration</td> <td class="entry colsep-1 rowsep-1" headers="itam-spo-key-consideration__table_id2_tj3_tfc__entry__2">The ITAM-SPO integration flow does not support the Software Asset Management (SAM) and Coupa integration. If you are currently using the SAM-Coupa integration and wish to continue doing so, do not install the Asset Management Integration for Sourcing and Procurement Operations (com.snc.sn_spend_asset) plugin.<p class="p">If you choose to install the better together application, complete the following steps to successfully implement the SPO-Coupa integration:</p><ul class="ul" id="itam-spo-key-consideration__ul_u5n_jrc_tfc"> <li class="li"> <p class="p">Stop the “Create a Requisition” business rule from triggering on the ITAM Purchase Order table (proc_po) when the status changes to Ordered.</p> </li> <li class="li"> <p class="p">Restrict the creation of new itam_procurement_integration_job scheduled jobs. Retire any existing daily jobs to avoid potential conflicts.</p> </li> <li class="li">Delete all business rules associated with the app-itam-procurement-integration application to prevent integration conflicts.</li> <li class="li">Ensure that Purchase Requests (PRs), Purchase Orders (POs), and Receipts in SPO are properly mapped to corresponding entities in Coupa for seamless integration.</li> </ul></td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="itam-spo-key-consideration__table_id2_tj3_tfc__entry__1">Creation of assets for services</td> <td class="entry colsep-1 rowsep-1" headers="itam-spo-key-consideration__table_id2_tj3_tfc__entry__2"> <p class="p">The creation of inventory assets for services in the alm_asset table is disabled in the Sourcing and Purchasing Automation and Asset Management Integration for Sourcing and Procurement Operations plugins. The previously created inventory assets for services are not affected. For fixed assets, ITAM continues to create corresponding records in the alm_asset table for services. Inventory asset creation for goods continues to function as before.</p> </td> </tr> </tbody></table></div> </div> <nav role="navigation"></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Sourcing and Procurement Operations", "topic_id": "product/sourcing-procurement-operations/concept/psm-overview.html" }, { "title": "Integrating Sourcing and Procurement Operations with other applications", "topic_id": "product/sourcing-procurement-operations/concept/integrating-spo.html" }, { "title": "Sourcing and Procurement Operations integration with IT Asset Management", "topic_id": "product/sourcing-procurement-operations/concept/spo-itam-better-together.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations\">Zurich Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/finance-supply-chain-landing.html\">Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/psm-overview.html\">Sourcing and Procurement Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/integrating-spo.html\">Integrating Sourcing and Procurement Operations with other applications</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/spo-itam-better-together.html\">Sourcing and Procurement Operations integration with IT Asset Management</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">Considerations for implementing the ITAM-SPO better together flow</span>", "bundle_id": "zurich-source-to-pay-operations", "bundle_key": 2735, "bundle_landing_page": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html", "bundle_subtitle": null, "bundle_title": "Zurich Finance and Supply Chain", "canonical_link": null, "dates": { "Added on": "2025-08-05T13:11:54.216332Z", "Created on": "2025-07-24T00:00:00Z", "Initial upload": "2025-08-05T07:36:13.174136Z", "Updated on": "2025-07-31T00:00:00Z" }, "dislike_url": 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[], "search_title": null, "title": "Considerations for implementing the ITAM-SPO better together flow", "topic_cluster": { "clustered_by": { "enabled": true, "primary_key": "versions", "primary_sort": "top-down", "type": "subjecthead" }, "clustered_labels": [ "versions" ], "clustered_topics": [], "clustering_title": "Zurich" }, "topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/concept/itam-spo-key-consideration.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/concept/itam-spo-key-consideration.html\"><body id=\"itam-spo-key-consideration\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"itam-spo-key-consideration\" aria-labelledby=\"title_itam-spo-key-consideration\">\n <h1 class=\"title topictitle1\" id=\"title_itam-spo-key-consideration\">Considerations for implementing the ITAM-SPO better together flow</h1>\n \n \n <div class=\"body conbody\"><p class=\"shortdesc\">This section provides information on considerations for implementing the ITAM-SPO better together solution.</p>\n <div class=\"table-wrap\"><table count-columns=\"2\" class=\"table frame-all\" id=\"itam-spo-key-consideration__table_id2_tj3_tfc\"><caption></caption><colgroup><col/><col/></colgroup><thead class=\"thead\">\n <tr class=\"row\">\n <th class=\"entry colsep-1 rowsep-1\" id=\"itam-spo-key-consideration__table_id2_tj3_tfc__entry__1\">Functional detail</th>\n <th class=\"entry colsep-1 rowsep-1\" id=\"itam-spo-key-consideration__table_id2_tj3_tfc__entry__2\">Description</th>\n </tr>\n </thead><tbody class=\"tbody\">\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"itam-spo-key-consideration__table_id2_tj3_tfc__entry__1\">PO and PR transaction behavior</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"itam-spo-key-consideration__table_id2_tj3_tfc__entry__2\">\n <p class=\"p\">To enable seamless integration:</p>\n <ul class=\"ul\" id=\"itam-spo-key-consideration__ul_m13_nq3_tfc\">\n <li class=\"li\">The <span class=\"ph uicontrol\">Cancel</span> and <span class=\"ph uicontrol\">Order</span> options are disabled for POs in ITAM.</li>\n <li class=\"li\">Edit and return flows for Purchase Requisitions (PR) and Purchase Orders (PO) in SPO are not supported in this integration. Therefore, the <span class=\"ph uicontrol\">Confirm Revision</span> option is disabled when the PR is in the Pending\n Review state.</li>\n </ul>\n </td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"itam-spo-key-consideration__table_id2_tj3_tfc__entry__1\">Acknowledging asset receipt in ITAM</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"itam-spo-key-consideration__table_id2_tj3_tfc__entry__2\">\n <ul class=\"ul\" id=\"itam-spo-key-consideration__ul_kzj_tq3_tfc\">\n <li class=\"li\">After asset delivery, the purchaser acknowledges receipt via the PO in ITAM. Assets are then created and can be viewed under the <span class=\"ph uicontrol\">Assets</span> tab of the ITAM PO.</li>\n <li class=\"li\">In this workflow, no assets or receipts are created from the SPO PO.</li>\n <li class=\"li\">A read-only receipt is generated on the SPO POL only after the ITAM receipt slip is created.</li>\n </ul>\n </td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"itam-spo-key-consideration__table_id2_tj3_tfc__entry__1\">Shopping Hub and IT Asset Management</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"itam-spo-key-consideration__table_id2_tj3_tfc__entry__2\"><p class=\"p\">As part of this flow, all IT asset, consumable, and enterprise purchases should go through the service catalog. Services purchases should continue to flow through Shopping Hub.</p>Shopping Hub controls should prevent IT\n asset purchases directly from the Shopping Hub catalog.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"itam-spo-key-consideration__table_id2_tj3_tfc__entry__1\">Supplier Product and Vendor Catalog Item table usage</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"itam-spo-key-consideration__table_id2_tj3_tfc__entry__2\">When a purchase is initiated using the ITAM-SPO flow, the system doesn't use the Vendor Catalog Item (pc_vendor_cat_item) table. Instead, it uses SPO's Supplier Product (sn_shop_supplier_product) table to process the\n purchase.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"itam-spo-key-consideration__table_id2_tj3_tfc__entry__1\">How ITAM-SPO better together flow affects SAM-Coupa integration</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"itam-spo-key-consideration__table_id2_tj3_tfc__entry__2\">The ITAM-SPO integration flow does not support the Software Asset Management (SAM) and Coupa integration. If you are currently using the SAM-Coupa integration and wish to continue doing so, do not install the Asset Management\n Integration for Sourcing and Procurement Operations (com.snc.sn_spend_asset) plugin.<p class=\"p\">If you choose to install the better together application, complete the following steps to successfully implement the SPO-Coupa integration:</p><ul class=\"ul\" id=\"itam-spo-key-consideration__ul_u5n_jrc_tfc\">\n <li class=\"li\">\n <p class=\"p\">Stop the “Create a Requisition” business rule from triggering on the ITAM Purchase Order table (proc_po) when the status changes to Ordered.</p>\n </li>\n <li class=\"li\">\n <p class=\"p\">Restrict the creation of new itam_procurement_integration_job scheduled jobs. Retire any existing daily jobs to avoid potential conflicts.</p>\n </li>\n <li class=\"li\">Delete all business rules associated with the app-itam-procurement-integration application to prevent integration conflicts.</li>\n <li class=\"li\">Ensure that Purchase Requests (PRs), Purchase Orders (POs), and Receipts in SPO are properly mapped to corresponding entities in Coupa for seamless integration.</li>\n </ul></td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"itam-spo-key-consideration__table_id2_tj3_tfc__entry__1\">Creation of assets for services</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"itam-spo-key-consideration__table_id2_tj3_tfc__entry__2\">\n <p class=\"p\">The creation of inventory assets for services in the alm_asset table is disabled in the Sourcing and Purchasing Automation and Asset Management Integration for Sourcing and Procurement Operations plugins. The previously created\n inventory assets for services are not affected. For fixed assets, ITAM continues to create corresponding records in the alm_asset table for services. Inventory asset creation for goods continues to function as before.</p>\n </td>\n </tr>\n </tbody></table></div>\n </div>\n<nav role=\"navigation\"></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Considerations for implementing the ITAM-SPO better together flow This section provides information on considerations for implementing the ITAM-SPO better together solution. \| Functional detail \| Description \| \| --- \| --- \| \| PO and PR transaction behavior \| To enable seamless integration: * The Cancel and Order options are disabled for POs in ITAM. * Edit and return flows for Purchase Requisitions (PR) and Purchase Orders (PO) in SPO are not supported in this integration. Therefore, the Confirm Revision option is disabled when the PR is in the Pending Review state. \| \| Acknowledging asset receipt in ITAM \| * After asset delivery, the purchaser acknowledges receipt via the PO in ITAM. Assets are then created and can be viewed under the Assets tab of the ITAM PO. * In this workflow, no assets or receipts are created from the SPO PO. * A read-only receipt is generated on the SPO POL only after the ITAM receipt slip is created. \| \| Shopping Hub and IT Asset Management \| As part of this flow, all IT asset, consumable, and enterprise purchases should go through the service catalog. Services purchases should continue to flow through Shopping Hub. Shopping Hub controls should prevent IT asset purchases directly from the Shopping Hub catalog. \| \| Supplier Product and Vendor Catalog Item table usage \| When a purchase is initiated using the ITAM-SPO flow, the system doesn't use the Vendor Catalog Item (pc\_vendor\_cat\_item) table. Instead, it uses SPO's Supplier Product (sn\_shop\_supplier\_product) table to process the purchase. \| \| How ITAM-SPO better together flow affects SAM-Coupa integration \| The ITAM-SPO integration flow does not support the Software Asset Management (SAM) and Coupa integration. If you are currently using the SAM-Coupa integration and wish to continue doing so, do not install the Asset Management Integration for Sourcing and Procurement Operations (com.snc.sn\_spend\_asset) plugin. If you choose to install the better together application, complete the following steps to successfully implement the SPO-Coupa integration: * Stop the “Create a Requisition” business rule from triggering on the ITAM Purchase Order table (proc\_po) when the status changes to Ordered. * Restrict the creation of new itam\_procurement\_integration\_job scheduled jobs. Retire any existing daily jobs to avoid potential conflicts. * Delete all business rules associated with the app-itam-procurement-integration application to prevent integration conflicts. * Ensure that Purchase Requests (PRs), Purchase Orders (POs), and Receipts in SPO are properly mapped to corresponding entities in Coupa for seamless integration. \| \| Creation of assets for services \| The creation of inventory assets for services in the alm\_asset table is disabled in the Sourcing and Purchasing Automation and Asset Management Integration for Sourcing and Procurement Operations plugins. The previously created inventory assets for services are not affected. For fixed assets, ITAM continues to create corresponding records in the alm\_asset table for services. Inventory asset creation for goods continues to function as before. \|	--- title: Considerations for implementing the ITAM-SPO better together flow description: This section provides information on considerations for implementing the ITAM-SPO better together solution. keywords: [] breadcrumbs: - Finance and Supply Chain - Sourcing and Procurement Operations - Integrating Sourcing and Procurement Operations with other applications - Sourcing and Procurement Operations integration with IT Asset Management --- # Considerations for implementing the ITAM-SPO better together flow This section provides information on considerations for implementing the ITAM-SPO better together solution. \| Functional detail \| Description \| \| --- \| --- \| \| PO and PR transaction behavior \| To enable seamless integration: * The Cancel and Order options are disabled for POs in ITAM. * Edit and return flows for Purchase Requisitions (PR) and Purchase Orders (PO) in SPO are not supported in this integration. Therefore, the Confirm Revision option is disabled when the PR is in the Pending Review state. \| \| Acknowledging asset receipt in ITAM \| * After asset delivery, the purchaser acknowledges receipt via the PO in ITAM. Assets are then created and can be viewed under the Assets tab of the ITAM PO. * In this workflow, no assets or receipts are created from the SPO PO. * A read-only receipt is generated on the SPO POL only after the ITAM receipt slip is created. \| \| Shopping Hub and IT Asset Management \| As part of this flow, all IT asset, consumable, and enterprise purchases should go through the service catalog. Services purchases should continue to flow through Shopping Hub. Shopping Hub controls should prevent IT asset purchases directly from the Shopping Hub catalog. \| \| Supplier Product and Vendor Catalog Item table usage \| When a purchase is initiated using the ITAM-SPO flow, the system doesn't use the Vendor Catalog Item (pc\_vendor\_cat\_item) table. Instead, it uses SPO's Supplier Product (sn\_shop\_supplier\_product) table to process the purchase. \| \| How ITAM-SPO better together flow affects SAM-Coupa integration \| The ITAM-SPO integration flow does not support the Software Asset Management (SAM) and Coupa integration. If you are currently using the SAM-Coupa integration and wish to continue doing so, do not install the Asset Management Integration for Sourcing and Procurement Operations (com.snc.sn\_spend\_asset) plugin. If you choose to install the better together application, complete the following steps to successfully implement the SPO-Coupa integration: * Stop the “Create a Requisition” business rule from triggering on the ITAM Purchase Order table (proc\_po) when the status changes to Ordered. * Restrict the creation of new itam\_procurement\_integration\_job scheduled jobs. Retire any existing daily jobs to avoid potential conflicts. * Delete all business rules associated with the app-itam-procurement-integration application to prevent integration conflicts. * Ensure that Purchase Requests (PRs), Purchase Orders (POs), and Receipts in SPO are properly mapped to corresponding entities in Coupa for seamless integration. \| \| Creation of assets for services \| The creation of inventory assets for services in the alm\_asset table is disabled in the Sourcing and Purchasing Automation and Asset Management Integration for Sourcing and Procurement Operations plugins. The previously created inventory assets for services are not affected. For fixed assets, ITAM continues to create corresponding records in the alm\_asset table for services. Inventory asset creation for goods continues to function as before. \|
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/itam-spo-receiving-assets.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/itam-spo-receiving-assets.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/sourcing-procurement-operations/concept/itam-spo-receiving-assets.html	zurich	Receiving assets in IT Asset Management	As part of the Better Together integration, all asset receiving is handled within IT Asset Management (ITAM). When an item is initially received in ITAM, a receipt is automatically generated in SPO in the Pending Submission state.	[]	[ "Finance and Supply Chain", "Sourcing and Procurement Operations", "Integrating Sourcing and Procurement Operations with other applications", "Sourcing and Procurement Operations integration with IT Asset Management" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/concept/itam-spo-receiving-assets.html" id="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/concept/itam-spo-receiving-assets.html"><body id="itam-spo-receiving-assets"><main role="main"><article role="article" class="dita" id="itam-spo-receiving-assets" aria-labelledby="title_itam-spo-receiving-assets"> <h1 class="title topictitle1" id="title_itam-spo-receiving-assets">Receiving assets in <span class="ph">IT Asset Management</span></h1> <div class="body conbody"><p class="shortdesc">As part of the Better Together integration, all asset receiving is handled within IT Asset Management (ITAM). When an item is initially received in ITAM, a receipt is automatically generated in SPO in the Pending Submission state.</p> <p class="p">After the buyer confirms receipt against the purchase order in ITAM, a corresponding receipt is automatically created for the associated purchase order in <span class="ph">Sourcing and Procurement Operations</span>. For more information about receiving assets in ITAM, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept//csh" href="https://servicenow-be-prod.servicenow.com/csh?topicname=t_ReceiveAnAsset&version=zurich&pubname=zurich-it-asset-management" class="xref">Receive an asset</a>.</p> <div class="p">After the receipt is posted to the ERP system, the status of the SPO receipt changes to Posted.<div class="note note note_note"><span class="note__title">Note:</span> The SPO receipt is read-only and cannot be modified.</div></div> <p class="p">To support seamless integration between SPO and ITAM, both the receipt and shipment tables in each application are retained. The required field mappings have been configured to enable data flow between both the applications.</p> <p class="p">As part of the receiving process, the ITAM receipt passes relevant data to the SPO receipt, which is read-only. ITAM also creates the associated assets.</p> <p class="p">As part of the shipment process, the ITAM shipment record passes shipment details to the SPO shipment record, which is also read-only.</p> <div class="p">After receiving the requested items, the asset manager or an employee can acknowledge receipt using the following ITAM receiving experiences:<ul class="ul" id="itam-spo-receiving-assets__ul_jbg_mq3_tfc"> <li class="li">Mobile barcode scanning. For more information, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept//csh" href="https://servicenow-be-prod.servicenow.com/csh?topicname=receive-assets-from-ztr&version=zurich&pubname=zurich-it-asset-management" class="xref">Acknowledge receipt of an asset on a mobile device</a>.<p class="p"><img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/../image/itam-spo-barcode.png?_LANG=enus" class="image" id="itam-spo-receiving-assets__image_yrb_w4w_xfc" alt="Asset receiving via mobile barcode scanning."/></p></li> <li class="li">From the Employee Center portal. For more information, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept//csh" href="https://servicenow-be-prod.servicenow.com/csh?topicname=receive-assets-employee-center&version=zurich&pubname=zurich-it-asset-management" class="xref">Acknowledge receipt of assets on the Employee Center portal</a>.<p class="p"><img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/../image/itam-spo-receive-ec.png?_LANG=enus" class="image" id="itam-spo-receiving-assets__image_x4p_cfj_yfc" alt="Asset receiving from Employee Center."/></p></li> <li class="li">From the ITAM purchase order. For more information, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept//csh" href="https://servicenow-be-prod.servicenow.com/csh?topicname=t_ReceiveAnAsset&version=zurich&pubname=zurich-it-asset-management" class="xref">Receive an asset</a>.<p class="p">.<img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/../image/itam-spo-receive-po.png?_LANG=enus" class="image" id="itam-spo-receiving-assets__image_tgk_y2j_yfc" alt="Asset receiving via ITAM purchase orders."/></p></li> </ul></div> </div> <nav role="navigation"></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Sourcing and Procurement Operations", "topic_id": "product/sourcing-procurement-operations/concept/psm-overview.html" }, { "title": "Integrating Sourcing and Procurement Operations with other applications", "topic_id": "product/sourcing-procurement-operations/concept/integrating-spo.html" }, { "title": "Sourcing and Procurement Operations integration with IT Asset Management", "topic_id": "product/sourcing-procurement-operations/concept/spo-itam-better-together.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations\">Zurich Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/finance-supply-chain-landing.html\">Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/psm-overview.html\">Sourcing and Procurement Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/integrating-spo.html\">Integrating Sourcing and Procurement Operations with other applications</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/spo-itam-better-together.html\">Sourcing and Procurement Operations integration with IT Asset Management</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">Receiving assets in IT Asset Management</span>", "bundle_id": "zurich-source-to-pay-operations", "bundle_key": 2735, "bundle_landing_page": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html", "bundle_subtitle": null, "bundle_title": "Zurich Finance and Supply Chain", "canonical_link": null, "dates": { "Added on": "2025-08-05T13:11:54.216332Z", "Created on": "2025-06-20T00:00:00Z", "Initial upload": "2025-07-30T22:25:52.095402Z", "Updated on": "2025-07-31T00:00:00Z" }, "dislike_url": "https://servicenow-be-prod.servicenow.com/dislike/55688374", "dislikes": 0, "es_archived_content": false, "is_in_fav": false, "is_liked": null, "is_watched": false, "keywords": [ " zurich zurich" ], "labels": [ { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "zurich", "navtitle": "Zurich", "outputclasses": [], "subjectHeadId": "versions", "subjectheadNavtitle": "Versions", "visibility": "show-facet" }, { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "spoo", "navtitle": "Sourcing and Procurement Operations", "outputclasses": [], "subjectHeadId": "products", "subjectheadNavtitle": "Products", "visibility": "show-facet" } ], "labels_text": "Versions > Zurich; Products > Finance and Supply Chain > Sourcing and Procurement Operations", "like_url": "https://servicenow-be-prod.servicenow.com/like/55688374", "likes": 0, "metadata": { "AI Search": null, "AI Search Assist": null, "Application Insights": null, "Capabilities": null, "Code Signing": null, "Contextual Search": null, "DC.contributor": null, "DC.coverage": null, "DC.creator": "ServiceNow", "DC.date.created": "2025-06-20T15:52:19+05:30", "DC.date.modified": "2025-07-31", "DC.format": "HTML5", "DC.identifier": "itam-spo-receiving-assets", "DC.language": null, "DC.relation": "../../../product/sourcing-procurement-operations/concept/spo-itam-better-together.html", "DC.rights.owner": "(C) Copyright 2025", "DC.subject": null, "DC.type": "concept", "Data Discovery": null, "Data Policy": null, "Data Privacy": null, "Discovery": null, "External Content for AI Search": null, "Field Administration": null, "Field Normalization": null, "Key Management Framework": null, "Localization Framework": null, "Now Platform": null, "PlatSec": null, "Platform": null, "Platform Administration": null, "Platform Performance": null, "Platform Privacy": null, "Proactive Triggers": null, "Process Optimization": null, "RN doc editing record number": null, "Search Administration": null, "Secrets Management": null, "ServiceNow AI Platform": null, "State Model": null, "Subscription Management": null, "Task Communications Management": null, "Timeline Visualizations": null, "User Administration": null, "User Experience Analytics": null, "Zing": null, "ai-now-assist": null, "app-name": null, "app_route": null, "azureapimanagemen": null, "change-completed": null, "change-item": null, "change-request-id": null, "change-request-reference": null, "com.glide.embedded_help.category": null, "component": null, "copyright": "(C) Copyright 2025", "crossroads": null, "data": null, "description": "As part of the Better Together integration, all asset receiving is handled within IT Asset Management (ITAM). When an item is initially received in ITAM, a receipt is automatically generated in SPO in the Pending Submission state.", "dominant_bundle": null, "erp-canvas-video": null, "fsm-mobile": null, "fsm-route": null, "fsm-sched-opt": null, "fsm-wrk-order": null, "genai-round-7": null, "generator": "DITA-OT", "glossPartOfSpeech": null, "glossStatus": null, "guided setup": null, "guided tours": null, "keywords": null, "min-toc": null, "mini": null, "mini-to truec": null, "mini-toc": null, "mini_toc": null, "minitoc": null, "modification": null, "now-assist-app-gen-video": null, "order": null, "page-type": null, "page-type ": null, "prodname": null, "product": null, "product_name": null, "release": null, "resourceID": null, "roles": null, "route_page": null, "route_params_listId": null, "route_params_table": null, "route_params_type": null, "route_type": null, "setconfigurationproperties": null, "topic": null, "translation-type": "source", "version": null, "workflow": "Creator", "workplace-srvc-delvry-ditamap": null }, "page_id": "product/sourcing-procurement-operations/concept/itam-spo-receiving-assets.html", "page_key": 55688374, "preprocessed_PDF": "https://downloads.docs.servicenow.com/pdf/enus/servicenow-yokohama-source-to-pay-operations-enus.pdf", "rating": null, "read_time_data": { "char_count": 1619, "img_count": 3, "read_time": 2, "video_links": [ "" ], "word_count": 257 }, "related_links": [], "search_title": null, "title": "Receiving assets in IT Asset Management", "topic_cluster": { "clustered_by": { "enabled": true, "primary_key": "versions", "primary_sort": "top-down", "type": "subjecthead" }, "clustered_labels": [ "versions" ], "clustered_topics": [], "clustering_title": "Zurich" }, "topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/concept/itam-spo-receiving-assets.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/concept/itam-spo-receiving-assets.html\"><body id=\"itam-spo-receiving-assets\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"itam-spo-receiving-assets\" aria-labelledby=\"title_itam-spo-receiving-assets\">\n <h1 class=\"title topictitle1\" id=\"title_itam-spo-receiving-assets\">Receiving assets in <span class=\"ph\">IT Asset Management</span></h1>\n \n \n <div class=\"body conbody\"><p class=\"shortdesc\">As part of the Better Together integration, all asset receiving is handled within IT Asset Management (ITAM). When an item is initially received in ITAM, a receipt is automatically generated in SPO in the Pending Submission\n state.</p>\n <p class=\"p\">After the buyer confirms receipt against the purchase order in ITAM, a corresponding receipt is automatically created for the associated purchase order in <span class=\"ph\">Sourcing and Procurement Operations</span>. For more information about receiving assets in ITAM, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept//csh\" href=\"https://servicenow-be-prod.servicenow.com/csh?topicname=t_ReceiveAnAsset&version=zurich&pubname=zurich-it-asset-management\" class=\"xref\">Receive an asset</a>.</p>\n <div class=\"p\">After the receipt is posted to the ERP system, the status of the SPO receipt changes to Posted.<div class=\"note note note_note\"><span class=\"note__title\">Note:</span> The SPO receipt is read-only and cannot be modified.</div></div>\n <p class=\"p\">To support seamless integration between SPO and ITAM, both the receipt and shipment tables in each application are retained. The required field mappings have been configured to enable data flow between both the applications.</p>\n <p class=\"p\">As part of the receiving process, the ITAM receipt passes relevant data to the SPO receipt, which is read-only. ITAM also creates the associated assets.</p>\n <p class=\"p\">As part of the shipment process, the ITAM shipment record passes shipment details to the SPO shipment record, which is also read-only.</p>\n <div class=\"p\">After receiving the requested items, the asset manager or an employee can acknowledge receipt using the following ITAM receiving experiences:<ul class=\"ul\" id=\"itam-spo-receiving-assets__ul_jbg_mq3_tfc\">\n <li class=\"li\">Mobile barcode scanning. For more information, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept//csh\" href=\"https://servicenow-be-prod.servicenow.com/csh?topicname=receive-assets-from-ztr&version=zurich&pubname=zurich-it-asset-management\" class=\"xref\">Acknowledge receipt of an asset on a mobile device</a>.<p class=\"p\"><img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/../image/itam-spo-barcode.png?_LANG=enus\" class=\"image\" id=\"itam-spo-receiving-assets__image_yrb_w4w_xfc\" alt=\"Asset receiving via mobile barcode scanning.\"/></p></li>\n <li class=\"li\">From the Employee Center portal. For more information, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept//csh\" href=\"https://servicenow-be-prod.servicenow.com/csh?topicname=receive-assets-employee-center&version=zurich&pubname=zurich-it-asset-management\" class=\"xref\">Acknowledge receipt of assets on the Employee Center portal</a>.<p class=\"p\"><img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/../image/itam-spo-receive-ec.png?_LANG=enus\" class=\"image\" id=\"itam-spo-receiving-assets__image_x4p_cfj_yfc\" alt=\"Asset receiving from Employee Center.\"/></p></li>\n <li class=\"li\">From the ITAM purchase order. For more information, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept//csh\" href=\"https://servicenow-be-prod.servicenow.com/csh?topicname=t_ReceiveAnAsset&version=zurich&pubname=zurich-it-asset-management\" class=\"xref\">Receive an asset</a>.<p class=\"p\">.<img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/../image/itam-spo-receive-po.png?_LANG=enus\" class=\"image\" id=\"itam-spo-receiving-assets__image_tgk_y2j_yfc\" alt=\"Asset receiving via ITAM purchase orders.\"/></p></li>\n </ul></div>\n </div>\n<nav role=\"navigation\"></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Receiving assets in IT Asset Management As part of the Better Together integration, all asset receiving is handled within IT Asset Management (ITAM). When an item is initially received in ITAM, a receipt is automatically generated in SPO in the Pending Submission state. After the buyer confirms receipt against the purchase order in ITAM, a corresponding receipt is automatically created for the associated purchase order in Sourcing and Procurement Operations. For more information about receiving assets in ITAM, see Receive an asset. After the receipt is posted to the ERP system, the status of the SPO receipt changes to Posted.Note: The SPO receipt is read-only and cannot be modified. To support seamless integration between SPO and ITAM, both the receipt and shipment tables in each application are retained. The required field mappings have been configured to enable data flow between both the applications. As part of the receiving process, the ITAM receipt passes relevant data to the SPO receipt, which is read-only. ITAM also creates the associated assets. As part of the shipment process, the ITAM shipment record passes shipment details to the SPO shipment record, which is also read-only. After receiving the requested items, the asset manager or an employee can acknowledge receipt using the following ITAM receiving experiences: * Mobile barcode scanning. For more information, see Acknowledge receipt of an asset on a mobile device. * From the Employee Center portal. For more information, see Acknowledge receipt of assets on the Employee Center portal. * From the ITAM purchase order. For more information, see Receive an asset. .	--- title: Receiving assets in IT Asset Management description: As part of the Better Together integration, all asset receiving is handled within IT Asset Management (ITAM). When an item is initially received in ITAM, a receipt is automatically generated in SPO in the Pending Submission state. keywords: [] breadcrumbs: - Finance and Supply Chain - Sourcing and Procurement Operations - Integrating Sourcing and Procurement Operations with other applications - Sourcing and Procurement Operations integration with IT Asset Management --- # Receiving assets in IT Asset Management As part of the Better Together integration, all asset receiving is handled within IT Asset Management (ITAM). When an item is initially received in ITAM, a receipt is automatically generated in SPO in the Pending Submission state. After the buyer confirms receipt against the purchase order in ITAM, a corresponding receipt is automatically created for the associated purchase order in Sourcing and Procurement Operations. For more information about receiving assets in ITAM, see Receive an asset. After the receipt is posted to the ERP system, the status of the SPO receipt changes to Posted.Note: The SPO receipt is read-only and cannot be modified. To support seamless integration between SPO and ITAM, both the receipt and shipment tables in each application are retained. The required field mappings have been configured to enable data flow between both the applications. As part of the receiving process, the ITAM receipt passes relevant data to the SPO receipt, which is read-only. ITAM also creates the associated assets. As part of the shipment process, the ITAM shipment record passes shipment details to the SPO shipment record, which is also read-only. After receiving the requested items, the asset manager or an employee can acknowledge receipt using the following ITAM receiving experiences: * Mobile barcode scanning. For more information, see Acknowledge receipt of an asset on a mobile device. * From the Employee Center portal. For more information, see Acknowledge receipt of assets on the Employee Center portal. * From the ITAM purchase order. For more information, see Receive an asset. .
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/level-one-punchout.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/level-one-punchout.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/sourcing-procurement-operations/concept/level-one-punchout.html	zurich	How L1 punchout works	In the Level 1 (L1) punchout, SPO and the punchout supplier communicate using the cXML protocol.	[]	[ "Finance and Supply Chain", "Sourcing and Procurement Operations", "Exploring Sourcing and Procurement Operations", "Understanding Punchout" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/concept/level-one-punchout.html" id="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/concept/level-one-punchout.html"><body id="level-one-punchout"><main role="main"><article role="article" class="dita" id="level-one-punchout" aria-labelledby="title_level-one-punchout"> <h1 class="title topictitle1" id="title_level-one-punchout">How L1 punchout works</h1> <div class="body conbody"><p class="shortdesc">In the Level 1 (L1) punchout, SPO and the punchout supplier communicate using the cXML protocol.</p> <section class="section" id="level-one-punchout__section_c3b_tdb_cgc"><h2 id="d194623e42" class="title sectiontitle">L2 punchout flow</h2> <p class="p">The following figure illustrates the L1 PunchOut flow.<img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/../image/punchout-level-one-flow.png?_LANG=enus" class="image" id="level-one-punchout__image_fbb_k2b_cgc" alt="L1 punchout flow."/></p> </section> <section class="section" id="level-one-punchout__section_g15_cnt_bgc"><h2 id="d194623e56" class="title sectiontitle">Communication between SPO and punchout supplier for Level 1 punchout</h2> <p class="p">The following figure illustrates the interaction between SPO and the punchout supplier for a Level 1 PunchOut.</p> <div class="p"><div class="note note note_note"><span class="note__title">Note:</span> This flow is also applicable to other PunchOut systems; however, the content of the cXML payloads may vary depending on the provider.</div><img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/../image/punchout-spo-site-comm.png?_LANG=enus" class="image" id="level-one-punchout__image_ogg_42b_cgc" alt="Communication between SPO and punchout supplier site."/></div> </section> <section class="section" id="level-one-punchout__section_xk2_bst_bgc"><h2 id="d194623e74" class="title sectiontitle">Cart checkout from the punchout supplier site</h2> <p class="p">The cart checkout flow involves the following:</p> <ul class="ul" id="level-one-punchout__ul_mhw_gst_bgc"> <li class="li">When a user checks out the cart on the punchout supplier site, the punchout supplier (or other PunchOut systems) sends a PunchOutOrderMessage cXML payload to the REST endpoint exposed by SPO.</li> <li class="li">The details of this endpoint are included in the PunchOutSetupRequest payload, enabling the punchout supplier to know where to send the order request.</li> <li class="li">After SPO receives the PunchOutOrderMessage payload, it processes the information and creates the corresponding SPO cart lines.</li> <li class="li">The user then reviews the cart in SPO and proceeds to checkout. Upon successful checkout, a purchase requisition (PR) is created.</li> </ul> <p class="p">The following figure illustrates this flow:</p> <p class="p"><img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/../image/punchout-cart-checkout.png?_LANG=enus" class="image" id="level-one-punchout__image_qpt_kgh_cgc" alt="Cart checkout from punchout system."/></p> </section> <section class="section" id="level-one-punchout__section_oqj_xw1_cgc"><h2 id="d194623e108" class="title sectiontitle">Sending purchase order to punchout system</h2> <p class="p">Sending purchase order information to the punchout supplier system involves the following:</p> <ul class="ul" id="level-one-punchout__ul_kdb_1x1_cgc"> <li class="li">When a PR is approved and a PO is created, SPO needs to send OrderRequest cXML payload to the punchout supplier system.</li> <li class="li">The flow action Send Punchout Order Request sends the PO to the punchout system.</li> <li class="li">The punchout supplier creates the order and sends confirmation.</li> </ul> <p class="p">The following figure illustrates this flow:</p> <p class="p"><img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/../image/punchout-sending-po.png?_LANG=enus" class="image" id="level-one-punchout__image_q1s_t2h_cgc" alt="Sending PO to punchout system."/></p> </section> <section class="section" id="level-one-punchout__section_f2x_xwt_bgc"><h2 id="d194623e139" class="title sectiontitle">Processing order confirmation and shipping confirmation from punchout supplier system</h2> <p class="p">The punchout supplier sends the order confirmation payload to the Order Confirmation URL, which is configured in the punchout supplier's system. Similarly, for each order line, the punchout supplier may optionally send a shipping confirmation payload to the Shipping Confirmation URL. For more information, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/punchout-urls.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/punchout-urls.html" class="xref" title="When integrating with a punchout supplier, customers are required to provide specific URLs for Order Confirmation and Shipping Confirmation.">Providing Order and Shipping Confirmation URLs to Punchout Suppliers</a>.</p> <p class="p">The following figure illustrates this flow:</p> <figure class="fig fignone" id="level-one-punchout__fig_tnd_rfh_cgc"><figcaption><span class="fig--title-label">Figure 1. </span>Processing order confirmation from punchout system</figcaption> <img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/../image/punchout-order-confirmation.png?_LANG=enus" class="image" id="level-one-punchout__image_jjj_hgh_cgc" alt="Order confirmation from punchout system."/> </figure> <p class="p">The following figure illustrates this flow:</p> <figure class="fig fignone" id="level-one-punchout__fig_ocw_tfh_cgc"><figcaption><span class="fig--title-label">Figure 2. </span>Processing shipping confirmation from punchout system</figcaption> <img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/../image/punchout-shipping-confirm.png?_LANG=enus" class="image" id="level-one-punchout__image_zct_3gh_cgc" alt="Shipping confirmation from punchout system."/> </figure> </section> </div> <nav role="navigation"></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Sourcing and Procurement Operations", "topic_id": "product/sourcing-procurement-operations/concept/psm-overview.html" }, { "title": "Exploring Sourcing and Procurement Operations", "topic_id": "product/sourcing-procurement-operations/concept/exploring-spo.html" }, { "title": "Understanding Punchout", "topic_id": "product/sourcing-procurement-operations/concept/punchout-overview.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations\">Zurich Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/finance-supply-chain-landing.html\">Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/psm-overview.html\">Sourcing and Procurement Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/exploring-spo.html\">Exploring Sourcing and Procurement Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/punchout-overview.html\">Understanding Punchout</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">How L1 punchout works</span>", "bundle_id": "zurich-source-to-pay-operations", "bundle_key": 2735, "bundle_landing_page": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html", "bundle_subtitle": null, "bundle_title": "Zurich Finance and Supply Chain", "canonical_link": null, "dates": { "Added on": "2025-08-05T13:11:54.216332Z", "Created on": "2025-07-23T00:00:00Z", "Initial upload": "2025-07-30T22:25:52.095402Z", "Updated on": "2025-07-31T00:00:00Z" }, "dislike_url": "https://servicenow-be-prod.servicenow.com/dislike/55688376", "dislikes": 0, "es_archived_content": false, "is_in_fav": false, "is_liked": null, "is_watched": false, "keywords": [ " zurich zurich" ], "labels": [ { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "zurich", "navtitle": "Zurich", "outputclasses": [], "subjectHeadId": "versions", "subjectheadNavtitle": "Versions", "visibility": "show-facet" }, { "aliases": [], 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data-page=\"bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/concept/level-one-punchout.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/concept/level-one-punchout.html\"><body id=\"level-one-punchout\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"level-one-punchout\" aria-labelledby=\"title_level-one-punchout\">\n <h1 class=\"title topictitle1\" id=\"title_level-one-punchout\">How L1 punchout works</h1>\n \n \n <div class=\"body conbody\"><p class=\"shortdesc\">In the Level 1 (L1) punchout, SPO and the punchout supplier communicate using the cXML protocol.</p>\n <section class=\"section\" id=\"level-one-punchout__section_c3b_tdb_cgc\"><h2 id=\"d194623e42\" class=\"title sectiontitle\">L2 punchout flow</h2>\n \n <p class=\"p\">The following figure illustrates the L1 PunchOut flow.<img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/../image/punchout-level-one-flow.png?_LANG=enus\" class=\"image\" id=\"level-one-punchout__image_fbb_k2b_cgc\" alt=\"L1 punchout flow.\"/></p>\n </section>\n <section class=\"section\" id=\"level-one-punchout__section_g15_cnt_bgc\"><h2 id=\"d194623e56\" class=\"title sectiontitle\">Communication between SPO and punchout supplier for Level 1 punchout</h2>\n \n <p class=\"p\">The following figure illustrates the interaction between SPO and the punchout supplier for a Level 1 PunchOut.</p>\n <div class=\"p\"><div class=\"note note note_note\"><span class=\"note__title\">Note:</span> This flow is also applicable to other PunchOut systems; however, the content of the cXML payloads may vary depending on the provider.</div><img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/../image/punchout-spo-site-comm.png?_LANG=enus\" class=\"image\" id=\"level-one-punchout__image_ogg_42b_cgc\" alt=\"Communication between SPO and punchout supplier site.\"/></div>\n </section>\n <section class=\"section\" id=\"level-one-punchout__section_xk2_bst_bgc\"><h2 id=\"d194623e74\" class=\"title sectiontitle\">Cart checkout from the punchout supplier site</h2>\n \n <p class=\"p\">The cart checkout flow involves the following:</p>\n <ul class=\"ul\" id=\"level-one-punchout__ul_mhw_gst_bgc\">\n <li class=\"li\">When a user checks out the cart on the punchout supplier site, the punchout supplier (or other PunchOut systems) sends a PunchOutOrderMessage cXML payload to the REST endpoint exposed by SPO.</li>\n <li class=\"li\">The details of this endpoint are included in the PunchOutSetupRequest payload, enabling the punchout supplier to know where to send the order request.</li>\n <li class=\"li\">After SPO receives the PunchOutOrderMessage payload, it processes the information and creates the corresponding SPO cart lines.</li>\n <li class=\"li\">The user then reviews the cart in SPO and proceeds to checkout. Upon successful checkout, a purchase requisition (PR) is created.</li>\n </ul>\n <p class=\"p\">The following figure illustrates this flow:</p>\n <p class=\"p\"><img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/../image/punchout-cart-checkout.png?_LANG=enus\" class=\"image\" id=\"level-one-punchout__image_qpt_kgh_cgc\" alt=\"Cart checkout from punchout system.\"/></p>\n </section>\n <section class=\"section\" id=\"level-one-punchout__section_oqj_xw1_cgc\"><h2 id=\"d194623e108\" class=\"title sectiontitle\">Sending purchase order to punchout system</h2>\n \n <p class=\"p\">Sending purchase order information to the punchout supplier system involves the following:</p>\n <ul class=\"ul\" id=\"level-one-punchout__ul_kdb_1x1_cgc\">\n <li class=\"li\">When a PR is approved and a PO is created, SPO needs to send OrderRequest cXML payload to the punchout supplier system.</li>\n <li class=\"li\">The flow action Send Punchout Order Request sends the PO to the punchout system.</li>\n <li class=\"li\">The punchout supplier creates the order and sends confirmation.</li>\n </ul>\n <p class=\"p\">The following figure illustrates this flow:</p>\n <p class=\"p\"><img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/../image/punchout-sending-po.png?_LANG=enus\" class=\"image\" id=\"level-one-punchout__image_q1s_t2h_cgc\" alt=\"Sending PO to punchout system.\"/></p>\n </section>\n <section class=\"section\" id=\"level-one-punchout__section_f2x_xwt_bgc\"><h2 id=\"d194623e139\" class=\"title sectiontitle\">Processing order confirmation and shipping confirmation from punchout supplier system</h2>\n \n <p class=\"p\">The punchout supplier sends the order confirmation payload to the Order Confirmation URL, which is configured in the punchout supplier's system. Similarly, for each order line, the punchout supplier may optionally send a shipping\n confirmation payload to the Shipping Confirmation URL. For more information, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/punchout-urls.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/punchout-urls.html\" class=\"xref\" title=\"When integrating with a punchout supplier, customers are required to provide specific URLs for Order Confirmation and Shipping Confirmation.\">Providing Order and Shipping Confirmation URLs to Punchout Suppliers</a>.</p>\n <p class=\"p\">The following figure illustrates this flow:</p>\n <figure class=\"fig fignone\" id=\"level-one-punchout__fig_tnd_rfh_cgc\"><figcaption><span class=\"fig--title-label\">Figure 1. </span>Processing order confirmation from punchout system</figcaption>\n \n <img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/../image/punchout-order-confirmation.png?_LANG=enus\" class=\"image\" id=\"level-one-punchout__image_jjj_hgh_cgc\" alt=\"Order confirmation from punchout system.\"/>\n </figure>\n <p class=\"p\">The following figure illustrates this flow:</p>\n <figure class=\"fig fignone\" id=\"level-one-punchout__fig_ocw_tfh_cgc\"><figcaption><span class=\"fig--title-label\">Figure 2. </span>Processing shipping confirmation from punchout system</figcaption>\n \n <img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/../image/punchout-shipping-confirm.png?_LANG=enus\" class=\"image\" id=\"level-one-punchout__image_zct_3gh_cgc\" alt=\"Shipping confirmation from punchout system.\"/>\n </figure>\n </section>\n </div>\n<nav role=\"navigation\"></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# How L1 punchout works In the Level 1 (L1) punchout, SPO and the punchout supplier communicate using the cXML protocol. ## L2 punchout flow The following figure illustrates the L1 PunchOut flow. ## Communication between SPO and punchout supplier for Level 1 punchout The following figure illustrates the interaction between SPO and the punchout supplier for a Level 1 PunchOut. Note: This flow is also applicable to other PunchOut systems; however, the content of the cXML payloads may vary depending on the provider. ## Cart checkout from the punchout supplier site The cart checkout flow involves the following: * When a user checks out the cart on the punchout supplier site, the punchout supplier (or other PunchOut systems) sends a PunchOutOrderMessage cXML payload to the REST endpoint exposed by SPO. * The details of this endpoint are included in the PunchOutSetupRequest payload, enabling the punchout supplier to know where to send the order request. * After SPO receives the PunchOutOrderMessage payload, it processes the information and creates the corresponding SPO cart lines. * The user then reviews the cart in SPO and proceeds to checkout. Upon successful checkout, a purchase requisition (PR) is created. The following figure illustrates this flow: ## Sending purchase order to punchout system Sending purchase order information to the punchout supplier system involves the following: * When a PR is approved and a PO is created, SPO needs to send OrderRequest cXML payload to the punchout supplier system. * The flow action Send Punchout Order Request sends the PO to the punchout system. * The punchout supplier creates the order and sends confirmation. The following figure illustrates this flow: ## Processing order confirmation and shipping confirmation from punchout supplier system The punchout supplier sends the order confirmation payload to the Order Confirmation URL, which is configured in the punchout supplier's system. Similarly, for each order line, the punchout supplier may optionally send a shipping confirmation payload to the Shipping Confirmation URL. For more information, see Providing Order and Shipping Confirmation URLs to Punchout Suppliers. The following figure illustrates this flow: Figure 1. Processing order confirmation from punchout system The following figure illustrates this flow: Figure 2. Processing shipping confirmation from punchout system	--- title: How L1 punchout works description: In the Level 1 (L1) punchout, SPO and the punchout supplier communicate using the cXML protocol. keywords: [] breadcrumbs: - Finance and Supply Chain - Sourcing and Procurement Operations - Exploring Sourcing and Procurement Operations - Understanding Punchout --- # How L1 punchout works In the Level 1 (L1) punchout, SPO and the punchout supplier communicate using the cXML protocol. ## L2 punchout flow The following figure illustrates the L1 PunchOut flow. ## Communication between SPO and punchout supplier for Level 1 punchout The following figure illustrates the interaction between SPO and the punchout supplier for a Level 1 PunchOut. Note: This flow is also applicable to other PunchOut systems; however, the content of the cXML payloads may vary depending on the provider. ## Cart checkout from the punchout supplier site The cart checkout flow involves the following: * When a user checks out the cart on the punchout supplier site, the punchout supplier (or other PunchOut systems) sends a PunchOutOrderMessage cXML payload to the REST endpoint exposed by SPO. * The details of this endpoint are included in the PunchOutSetupRequest payload, enabling the punchout supplier to know where to send the order request. * After SPO receives the PunchOutOrderMessage payload, it processes the information and creates the corresponding SPO cart lines. * The user then reviews the cart in SPO and proceeds to checkout. Upon successful checkout, a purchase requisition (PR) is created. The following figure illustrates this flow: ## Sending purchase order to punchout system Sending purchase order information to the punchout supplier system involves the following: * When a PR is approved and a PO is created, SPO needs to send OrderRequest cXML payload to the punchout supplier system. * The flow action Send Punchout Order Request sends the PO to the punchout system. * The punchout supplier creates the order and sends confirmation. The following figure illustrates this flow: ## Processing order confirmation and shipping confirmation from punchout supplier system The punchout supplier sends the order confirmation payload to the Order Confirmation URL, which is configured in the punchout supplier's system. Similarly, for each order line, the punchout supplier may optionally send a shipping confirmation payload to the Shipping Confirmation URL. For more information, see Providing Order and Shipping Confirmation URLs to Punchout Suppliers. The following figure illustrates this flow: Figure 1. Processing order confirmation from punchout system The following figure illustrates this flow: Figure 2. Processing shipping confirmation from punchout system
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/level-two-punchout.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/level-two-punchout.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/sourcing-procurement-operations/concept/level-two-punchout.html	zurich	How L2 punchout works	Level 2 (L2) PunchOut enables buying organizations to search for and discover PunchOut items directly within their procurement application, eliminating the need to search each supplier’s site individually.	[]	[ "Finance and Supply Chain", "Sourcing and Procurement Operations", "Exploring Sourcing and Procurement Operations", "Understanding Punchout" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/concept/level-two-punchout.html" id="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/concept/level-two-punchout.html"><body id="level-two-punchout"><main role="main"><article role="article" class="dita" id="level-two-punchout" aria-labelledby="title_level-two-punchout"> <h1 class="title topictitle1" id="title_level-two-punchout">How L2 punchout works</h1> <div class="body conbody"><p class="shortdesc">Level 2 (L2) PunchOut enables buying organizations to search for and discover PunchOut items directly within their procurement application, eliminating the need to search each supplier’s site individually.</p> <section class="section" id="level-two-punchout__section_psk_f25_bgc"><h2 id="d218131e42" class="title sectiontitle">Key APIs used in L2 punchout</h2> <div class="p"> <ul class="ul" id="level-two-punchout__ul_zhq_g25_bgc"> <li class="li">Search API: Enables SPO to query multiple PunchOut systems and display product listings within the application.</li> <li class="li">Product API: If supported by the PunchOut system, this API allows SPO to retrieve detailed product information.</li> <li class="li">Order API: If supported by the PunchOut system, this API enables users to complete the checkout process within SPO itself.</li> </ul> </div> </section> <section class="section" id="level-two-punchout__section_asc_h25_bgc"><h2 id="d218131e63" class="title sectiontitle">Multi-supplier support</h2> <p class="p">You can configure SPO with multiple PunchOut endpoints. For more information, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/punchout-configuration-spo.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/punchout-configuration-spo.html" class="xref" title="You must configure punchout for third-party suppliers.">Punchout configuration in SPO</a>.</p> <p class="p">When a search is initiated, SPO queries all configured systems and presents a consolidated set of results to the user.</p> </section> <section class="section" id="level-two-punchout__section_qdm_t25_bgc"><h2 id="d218131e82" class="title sectiontitle">Search and checkout flow</h2> <div class="p"> <ul class="ul" id="level-two-punchout__ul_vny_hf5_bgc"> <li class="li">Users can search for items and view a consolidated list of products returned from all configured PunchOut systems.<p class="p"><img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/../image/punchout-level-two-search-products.png?_LANG=enus" class="image" id="level-two-punchout__image_jyl_bfb_cgc" alt="Search products."/></p></li> <li class="li">Selected products are added to the cart, and checkout is completed within SPO. Upon checkout, a Purchase Requisition (PR) is created. Once approved, a Purchase Order (PO) is generated and synced to the corresponding PunchOut system.<p class="p"><img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/../image/punchout-level-two-cart.png?_LANG=enus" class="image" id="level-two-punchout__image_hnh_2fb_cgc" alt="Products added to cart."/></p></li> </ul> </div> </section> <section class="section" id="level-two-punchout__section_rwh_lf5_bgc"><h2 id="d218131e112" class="title sectiontitle">L2 punchOut flow</h2> <p class="p">The Level 2 PunchOut flow includes the following steps:</p> <ul class="ul" id="level-two-punchout__ul_mxp_rf5_bgc"> <li class="li">When a search term is entered, SPO’s backend queries all configured search endpoints, and the resulting product list is displayed in ShoppingHub.</li> <li class="li">If any of the returned payloads lack required mandatory fields, the corresponding results are excluded from further processing.</li> <li class="li">If the PunchOut system supports the Product API, detailed product information can be retrieved from the supplier.</li> <li class="li">After products are added to the cart and the user checks out, SPO creates a Purchase Requisition and, upon approval, a Purchase Order.</li> <li class="li">The PO is then synced with the PunchOut system using either of the following:<ul class="ul" id="level-two-punchout__ul_t5k_bg5_bgc"> <li class="li">cXML payloads, if the supplier supports a cXML order endpoint.</li> <li class="li">Order API, if the supplier supports API-based order submission.</li> </ul></li> <li class="li">The target PunchOut system is determined based on the supplier information in the PO. SPO retrieves the relevant third-party configuration from the Third-Party Registration table.</li> <li class="li">An extension point, sn_spend_intg.ThirdPartySystemApiExtension, is available to support integration with various PunchOut systems:<ul class="ul" id="level-two-punchout__ul_ggq_cg5_bgc"> <li class="li">Users must configure PunchOut system details in the Third-Party Registration table.</li> <li class="li">Users must also implement the above extension point to enable integration with specific PunchOut systems.</li> </ul></li> </ul> <p class="p">The following figure illustrates the L2 PunchOut flow.<img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/../image/punchout-level-two-flow.png?_LANG=enus" class="image" id="level-two-punchout__image_ab2_x2b_cgc" alt="L2 punchout flow."/></p> </section> </div> <nav role="navigation"></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Sourcing and Procurement Operations", "topic_id": "product/sourcing-procurement-operations/concept/psm-overview.html" }, { "title": "Exploring Sourcing and Procurement Operations", "topic_id": "product/sourcing-procurement-operations/concept/exploring-spo.html" }, { "title": "Understanding Punchout", "topic_id": "product/sourcing-procurement-operations/concept/punchout-overview.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations\">Zurich Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/finance-supply-chain-landing.html\">Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/psm-overview.html\">Sourcing and Procurement Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/exploring-spo.html\">Exploring Sourcing and Procurement Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/punchout-overview.html\">Understanding Punchout</a>\n<span><i class=\"fa 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data-page=\"bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/concept/level-two-punchout.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/concept/level-two-punchout.html\"><body id=\"level-two-punchout\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"level-two-punchout\" aria-labelledby=\"title_level-two-punchout\">\n <h1 class=\"title topictitle1\" id=\"title_level-two-punchout\">How L2 punchout works</h1>\n \n \n <div class=\"body conbody\"><p class=\"shortdesc\">Level 2 (L2) PunchOut enables buying organizations to search for and discover PunchOut items directly within their procurement application, eliminating the need to search each supplier’s site individually.</p>\n <section class=\"section\" id=\"level-two-punchout__section_psk_f25_bgc\"><h2 id=\"d218131e42\" class=\"title sectiontitle\">Key APIs used in L2 punchout</h2>\n \n <div class=\"p\">\n <ul class=\"ul\" id=\"level-two-punchout__ul_zhq_g25_bgc\">\n <li class=\"li\">Search API: Enables SPO to query multiple PunchOut systems and display product listings within the application.</li>\n <li class=\"li\">Product API: If supported by the PunchOut system, this API allows SPO to retrieve detailed product information.</li>\n <li class=\"li\">Order API: If supported by the PunchOut system, this API enables users to complete the checkout process within SPO itself.</li>\n </ul>\n </div>\n </section>\n <section class=\"section\" id=\"level-two-punchout__section_asc_h25_bgc\"><h2 id=\"d218131e63\" class=\"title sectiontitle\">Multi-supplier support</h2>\n \n <p class=\"p\">You can configure SPO with multiple PunchOut endpoints. For more information, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/punchout-configuration-spo.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/punchout-configuration-spo.html\" class=\"xref\" title=\"You must configure punchout for third-party suppliers.\">Punchout configuration in SPO</a>.</p>\n <p class=\"p\">When a search is initiated, SPO queries all configured systems and presents a consolidated set of results to the user.</p>\n </section>\n <section class=\"section\" id=\"level-two-punchout__section_qdm_t25_bgc\"><h2 id=\"d218131e82\" class=\"title sectiontitle\">Search and checkout flow</h2>\n \n <div class=\"p\">\n <ul class=\"ul\" id=\"level-two-punchout__ul_vny_hf5_bgc\">\n <li class=\"li\">Users can search for items and view a consolidated list of products returned from all configured PunchOut systems.<p class=\"p\"><img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/../image/punchout-level-two-search-products.png?_LANG=enus\" class=\"image\" id=\"level-two-punchout__image_jyl_bfb_cgc\" alt=\"Search products.\"/></p></li>\n <li class=\"li\">Selected products are added to the cart, and checkout is completed within SPO. Upon checkout, a Purchase Requisition (PR) is created. Once approved, a Purchase Order (PO) is generated and synced to the corresponding PunchOut system.<p class=\"p\"><img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/../image/punchout-level-two-cart.png?_LANG=enus\" class=\"image\" id=\"level-two-punchout__image_hnh_2fb_cgc\" alt=\"Products added to cart.\"/></p></li>\n </ul>\n </div>\n </section>\n <section class=\"section\" id=\"level-two-punchout__section_rwh_lf5_bgc\"><h2 id=\"d218131e112\" class=\"title sectiontitle\">L2 punchOut flow</h2>\n \n <p class=\"p\">The Level 2 PunchOut flow includes the following steps:</p>\n <ul class=\"ul\" id=\"level-two-punchout__ul_mxp_rf5_bgc\">\n <li class=\"li\">When a search term is entered, SPO’s backend queries all configured search endpoints, and the resulting product list is displayed in ShoppingHub.</li>\n \n <li class=\"li\">If any of the returned payloads lack required mandatory fields, the corresponding results are excluded from further processing.</li>\n \n <li class=\"li\">If the PunchOut system supports the Product API, detailed product information can be retrieved from the supplier.</li>\n \n <li class=\"li\">After products are added to the cart and the user checks out, SPO creates a Purchase Requisition and, upon approval, a Purchase Order.</li>\n \n <li class=\"li\">The PO is then synced with the PunchOut system using either of the following:<ul class=\"ul\" id=\"level-two-punchout__ul_t5k_bg5_bgc\">\n <li class=\"li\">cXML payloads, if the supplier supports a cXML order endpoint.</li>\n <li class=\"li\">Order API, if the supplier supports API-based order submission.</li>\n </ul></li>\n \n <li class=\"li\">The target PunchOut system is determined based on the supplier information in the PO. SPO retrieves the relevant third-party configuration from the Third-Party Registration table.</li>\n \n <li class=\"li\">An extension point, sn_spend_intg.ThirdPartySystemApiExtension, is available to support integration with various PunchOut systems:<ul class=\"ul\" id=\"level-two-punchout__ul_ggq_cg5_bgc\">\n <li class=\"li\">Users must configure PunchOut system details in the Third-Party Registration table.</li>\n <li class=\"li\">Users must also implement the above extension point to enable integration with specific PunchOut systems.</li>\n </ul></li>\n </ul>\n <p class=\"p\">The following figure illustrates the L2 PunchOut flow.<img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/../image/punchout-level-two-flow.png?_LANG=enus\" class=\"image\" id=\"level-two-punchout__image_ab2_x2b_cgc\" alt=\"L2 punchout flow.\"/></p>\n </section>\n </div>\n<nav role=\"navigation\"></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# How L2 punchout works Level 2 (L2) PunchOut enables buying organizations to search for and discover PunchOut items directly within their procurement application, eliminating the need to search each supplier’s site individually. ## Key APIs used in L2 punchout * Search API: Enables SPO to query multiple PunchOut systems and display product listings within the application. * Product API: If supported by the PunchOut system, this API allows SPO to retrieve detailed product information. * Order API: If supported by the PunchOut system, this API enables users to complete the checkout process within SPO itself. ## Multi-supplier support You can configure SPO with multiple PunchOut endpoints. For more information, see Punchout configuration in SPO. When a search is initiated, SPO queries all configured systems and presents a consolidated set of results to the user. ## Search and checkout flow * Users can search for items and view a consolidated list of products returned from all configured PunchOut systems. * Selected products are added to the cart, and checkout is completed within SPO. Upon checkout, a Purchase Requisition (PR) is created. Once approved, a Purchase Order (PO) is generated and synced to the corresponding PunchOut system. ## L2 punchOut flow The Level 2 PunchOut flow includes the following steps: * When a search term is entered, SPO’s backend queries all configured search endpoints, and the resulting product list is displayed in ShoppingHub. * If any of the returned payloads lack required mandatory fields, the corresponding results are excluded from further processing. * If the PunchOut system supports the Product API, detailed product information can be retrieved from the supplier. * After products are added to the cart and the user checks out, SPO creates a Purchase Requisition and, upon approval, a Purchase Order. * The PO is then synced with the PunchOut system using either of the following: + cXML payloads, if the supplier supports a cXML order endpoint. + Order API, if the supplier supports API-based order submission. * The target PunchOut system is determined based on the supplier information in the PO. SPO retrieves the relevant third-party configuration from the Third-Party Registration table. * An extension point, sn\_spend\_intg.ThirdPartySystemApiExtension, is available to support integration with various PunchOut systems: + Users must configure PunchOut system details in the Third-Party Registration table. + Users must also implement the above extension point to enable integration with specific PunchOut systems. The following figure illustrates the L2 PunchOut flow.	--- title: How L2 punchout works description: "Level 2 (L2) PunchOut enables buying organizations to search for and\ \ discover PunchOut items directly within their procurement application, eliminating\ \ the need to search each supplier\u2019s site individually." keywords: [] breadcrumbs: - Finance and Supply Chain - Sourcing and Procurement Operations - Exploring Sourcing and Procurement Operations - Understanding Punchout --- # How L2 punchout works Level 2 (L2) PunchOut enables buying organizations to search for and discover PunchOut items directly within their procurement application, eliminating the need to search each supplier’s site individually. ## Key APIs used in L2 punchout * Search API: Enables SPO to query multiple PunchOut systems and display product listings within the application. * Product API: If supported by the PunchOut system, this API allows SPO to retrieve detailed product information. * Order API: If supported by the PunchOut system, this API enables users to complete the checkout process within SPO itself. ## Multi-supplier support You can configure SPO with multiple PunchOut endpoints. For more information, see Punchout configuration in SPO. When a search is initiated, SPO queries all configured systems and presents a consolidated set of results to the user. ## Search and checkout flow * Users can search for items and view a consolidated list of products returned from all configured PunchOut systems. * Selected products are added to the cart, and checkout is completed within SPO. Upon checkout, a Purchase Requisition (PR) is created. Once approved, a Purchase Order (PO) is generated and synced to the corresponding PunchOut system. ## L2 punchOut flow The Level 2 PunchOut flow includes the following steps: * When a search term is entered, SPO’s backend queries all configured search endpoints, and the resulting product list is displayed in ShoppingHub. * If any of the returned payloads lack required mandatory fields, the corresponding results are excluded from further processing. * If the PunchOut system supports the Product API, detailed product information can be retrieved from the supplier. * After products are added to the cart and the user checks out, SPO creates a Purchase Requisition and, upon approval, a Purchase Order. * The PO is then synced with the PunchOut system using either of the following: + cXML payloads, if the supplier supports a cXML order endpoint. + Order API, if the supplier supports API-based order submission. * The target PunchOut system is determined based on the supplier information in the PO. SPO retrieves the relevant third-party configuration from the Third-Party Registration table. * An extension point, sn\_spend\_intg.ThirdPartySystemApiExtension, is available to support integration with various PunchOut systems: + Users must configure PunchOut system details in the Third-Party Registration table. + Users must also implement the above extension point to enable integration with specific PunchOut systems. The following figure illustrates the L2 PunchOut flow.
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/performance-analytics-for-spo.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/performance-analytics-for-spo.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/sourcing-procurement-operations/concept/performance-analytics-for-spo.html	zurich	Performance Analytics for Sourcing and Procurement Operations	With this application, you can use a set of pre-configured metrics and dashboards to assess spend, operational efficiency, and team performance across the Sourcing and Procurement Operations product.	[]	[ "Finance and Supply Chain", "Sourcing and Procurement Operations", "Exploring Sourcing and Procurement Operations" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/concept/performance-analytics-for-spo.html" id="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/concept/performance-analytics-for-spo.html"><body id="performance-analytics-for-spo"><main role="main"><article role="article" class="dita" id="performance-analytics-for-spo" aria-labelledby="title_performance-analytics-for-spo"> <h1 class="title topictitle1" id="title_performance-analytics-for-spo"><span class="ph">Performance Analytics for Sourcing and Procurement Operations</span></h1> <div class="body conbody"><p class="shortdesc">With this application, you can use a set of pre-configured metrics and dashboards to assess spend, operational efficiency, and team performance across the <span class="ph">Sourcing and Procurement Operations</span> product.</p> <div class="note important note_important"><span class="note__title">Important:</span> Check your entitlements to determine whether you have access to Platform Analytics Advanced.</div> <p class="p">Visually analyze how you’re placed with your work and achievements over a given period of time, with the Procurement Buyer Dashboard. For more information on these, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/procurement-buyer-dashboard.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/procurement-buyer-dashboard.html" class="xref" title="Visually analyze how you’re placed with your work and achievements over a given period of time.">Procurement Buyer Dashboard</a>.</p> <p class="p">Visually analyze how your organization is placed strategically and operationally, over a given period of time, with the Procurement Strategy & Ops Dashboard. For more information on these, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/procurement-strategy-ops-dashboard.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/procurement-strategy-ops-dashboard.html" class="xref" title="Visually analyze how your organization is placed strategically and operationally, over a given period of time.">Procurement Strategy & Ops Dashboard</a>.</p> <p class="p">Visually analyze how your team is performing on sourcing requests, purchase requisitions, negotiated savings, and negotiation outcomes, over a given period of time, with the Procurement Team Performance Dashboard. For more information on these, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/procurement-team-performance-dashboard.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/procurement-team-performance-dashboard.html" class="xref" title="Visually analyze how your team is performing on sourcing requests, purchase requisitions, negotiated savings, and negotiation outcomes, over a given period of time, with the help of the Procurement Team Performance Dashboard.">Procurement Team Performance Dashboard</a>.</p> <p class="p">You can access these dashboards by navigating to <span class="ph menucascade"><span class="ph uicontrol">All</span><abbr> > </abbr><span class="ph uicontrol">Platform Analytics Workspace</span><abbr> > </abbr><span class="ph uicontrol">Analytics Center</span><abbr> > </abbr><span class="ph uicontrol">Dashboards</span></span>.</p> </div> <nav role="navigation"><dt class="ullinks"></dt><dd class="ullinks"><ul class="ullinks"><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/procurement-buyer-dashboard.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/procurement-buyer-dashboard.html">Procurement Buyer Dashboard</a><p class="shortdesc">Visually analyze how you’re placed with your work and achievements over a given period of time.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/procurement-strategy-ops-dashboard.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/procurement-strategy-ops-dashboard.html">Procurement Strategy & Ops Dashboard</a><p class="shortdesc">Visually analyze how your organization is placed strategically and operationally, over a given period of time.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/procurement-team-performance-dashboard.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/procurement-team-performance-dashboard.html">Procurement Team Performance Dashboard</a><p class="shortdesc">Visually analyze how your team is performing on sourcing requests, purchase requisitions, negotiated savings, and negotiation outcomes, over a given period of time, with the help of the Procurement Team Performance Dashboard.</p></li></ul></dd></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"><div class="col-md-4"><dt>Related tasks</dt><dd><ul><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/task/activate-finance-spend-central.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/activate-finance-spend-central.html" class="link" title="Install Sourcing and Procurement Operations and its dependent applications from the ServiceNow Store.">Install Sourcing and Procurement Operations</a></li></ul></dd></div><div class="col-md-4"><dt>Related concepts</dt><dd><ul><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/my-purchases.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/my-purchases.html" class="link" title="As a shopper, you can view all the purchases made from your shopping account by selecting My purchases from your Shopping Hub profile.">My purchases on Shopping Hub</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/shoppinghub-mobile.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/shoppinghub-mobile.html" class="link" title="The ServiceNow Shopping Hub Mobile app enables you to engage with procurement organizations from a mobile device. Shopping Hub Mobile is available on the Now Mobile app and is supported on iOS and Android devices.">Shopping Hub Mobile</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/psd-overview.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/psd-overview.html" class="link" title="With the Procurement Case Management application, you can enable your employees to submit procurement cases and access your organization's knowledge base. You can also enable your procurement teams to automate their fulfillment processes so that they can manage and monitor the progress of their tasks.">Procurement Case Management</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/procurement-specialist-workspace.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/procurement-specialist-workspace.html" class="link" title="As a Procurement Specialist, you can easily complete your actionable tasks within the premises of an enhanced user experience with Source-to-Pay Workspace.">Source-to-Pay Workspace</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/spo-spend-mgmt.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/spo-spend-mgmt.html" class="link" title="Category management is a strategic procurement approach that involves managing a group of related products or services to maximize value, optimize costs, and enhance supplier relationships. Essentially, it’s the structured management of category taxonomy, ensuring that goods and services are categorized, sourced, and managed efficiently to drive better decision-making and operational efficiency.">Spend and Savings Management</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/spo-sourcing-pipeline-mgmt.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/spo-sourcing-pipeline-mgmt.html" class="link" title="Sourcing Pipeline Management (sn_spend_pipeline) provides a centralized framework for creating, tracking, and executing sourcing initiatives through pipeline projects. It enhances efficiency through automated workflows, improves visibility into project progress, and simplifies savings tracking and forecasting.">Sourcing Pipeline Management</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/punchout-overview.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/punchout-overview.html" class="link" title="PunchOut is a technology that connects a buyer’s eProcurement application directly to their supplier is third-party punchout suppliers’ eCommerce sites">Understanding Punchout</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/ai-search-sourcing-procurement-operations.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/ai-search-sourcing-procurement-operations.html" class="link" title="The AI Search application provides a modern consumer-grade search engine for the Service Portal, Employee Center (EC), Mobile, and Virtual Agent.">AI Search for Sourcing and Procurement Operations</a></li></ul></dd></div><div class="col-md-4"><dt>Related reference</dt><dd><ul><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/purchase-experience-workflow.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/purchase-experience-workflow.html" class="link" title="Sourcing and Purchasing Automation for ShoppingHub includes workflows that help support the user interface purchasing experience for the shopper. These workflows consist of sourcing requests, negotiations, purchase requisitions, contracts, purchase orders, receipts, and invoices.">Sourcing and Purchasing Automation</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/application-plugin-list.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/application-plugin-list.html" class="link" title="The following table lists the Sourcing and Procurement Operations (SPO) plugins, their installation sequence, high-level descriptions, and dependencies.">Application plugin installation sequence in Sourcing and Procurement Operations</a></li></ul></dd></div></nav> </article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Sourcing and Procurement Operations", "topic_id": "product/sourcing-procurement-operations/concept/psm-overview.html" }, { "title": "Exploring Sourcing and Procurement Operations", "topic_id": "product/sourcing-procurement-operations/concept/exploring-spo.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations\">Zurich Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/finance-supply-chain-landing.html\">Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/psm-overview.html\">Sourcing and Procurement Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/exploring-spo.html\">Exploring Sourcing and Procurement Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">Performance Analytics for Sourcing and Procurement Operations</span>", "bundle_id": "zurich-source-to-pay-operations", "bundle_key": 2735, "bundle_landing_page": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html", "bundle_subtitle": null, "bundle_title": "Zurich Finance and Supply Chain", "canonical_link": null, "dates": { "Added on": "2025-08-05T13:11:54.216332Z", "Created on": "2023-08-03T00:00:00Z", "Initial upload": "2025-07-30T22:25:52.095402Z", "Updated on": "2025-07-31T00:00:00Z" }, "dislike_url": "https://servicenow-be-prod.servicenow.com/dislike/55688396", "dislikes": 0, "es_archived_content": false, "is_in_fav": false, "is_liked": null, "is_watched": false, "keywords": [ " zurich zurich" ], "labels": [ { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "zurich", "navtitle": "Zurich", "outputclasses": [], "subjectHeadId": "versions", "subjectheadNavtitle": "Versions", "visibility": "show-facet" }, { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "spoo", "navtitle": "Sourcing and Procurement Operations", "outputclasses": [], "subjectHeadId": "products", "subjectheadNavtitle": "Products", "visibility": "show-facet" } ], "labels_text": "Versions > Zurich; 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For more information on these, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/procurement-buyer-dashboard.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/procurement-buyer-dashboard.html\" class=\"xref\" title=\"Visually analyze how you’re placed with your work and achievements over a given period of time.\">Procurement Buyer Dashboard</a>.</p>\n <p class=\"p\">Visually analyze how your organization is placed strategically and operationally, over a given period of time, with the Procurement Strategy & Ops Dashboard. For more information on these, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/procurement-strategy-ops-dashboard.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/procurement-strategy-ops-dashboard.html\" class=\"xref\" title=\"Visually analyze how your organization is placed strategically and operationally, over a given period of time.\">Procurement Strategy & Ops Dashboard</a>.</p>\n <p class=\"p\">Visually analyze how your team is performing on sourcing requests, purchase requisitions, negotiated savings, and negotiation outcomes, over a given period of time, with the Procurement Team Performance Dashboard. For more information\n on these, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/procurement-team-performance-dashboard.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/procurement-team-performance-dashboard.html\" class=\"xref\" title=\"Visually analyze how your team is performing on sourcing requests, purchase requisitions, negotiated savings, and negotiation outcomes, over a given period of time, with the help of the Procurement Team Performance Dashboard.\">Procurement Team Performance Dashboard</a>.</p>\n <p class=\"p\">You can access these dashboards by navigating to <span class=\"ph menucascade\"><span class=\"ph uicontrol\">All</span><abbr> > </abbr><span class=\"ph uicontrol\">Platform Analytics Workspace</span><abbr> > </abbr><span class=\"ph uicontrol\">Analytics Center</span><abbr> > </abbr><span class=\"ph uicontrol\">Dashboards</span></span>.</p>\n </div>\n <nav role=\"navigation\"><dt class=\"ullinks\"></dt><dd class=\"ullinks\"><ul class=\"ullinks\"><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/procurement-buyer-dashboard.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/procurement-buyer-dashboard.html\">Procurement Buyer Dashboard</a><p class=\"shortdesc\">Visually analyze how you’re placed with your work and achievements over a given period of time.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/procurement-strategy-ops-dashboard.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/procurement-strategy-ops-dashboard.html\">Procurement Strategy & Ops Dashboard</a><p class=\"shortdesc\">Visually analyze how your organization is placed strategically and operationally, over a given period of time.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/procurement-team-performance-dashboard.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/procurement-team-performance-dashboard.html\">Procurement Team Performance Dashboard</a><p class=\"shortdesc\">Visually analyze how your team is performing on sourcing requests, purchase requisitions, negotiated savings, and negotiation outcomes, over a given period of time, with the help of the Procurement Team Performance Dashboard.</p></li></ul></dd></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"><div class=\"col-md-4\"><dt>Related tasks</dt><dd><ul><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/task/activate-finance-spend-central.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/activate-finance-spend-central.html\" class=\"link\" title=\"Install Sourcing and Procurement Operations and its dependent applications from the ServiceNow Store.\">Install Sourcing and Procurement Operations</a></li></ul></dd></div><div class=\"col-md-4\"><dt>Related concepts</dt><dd><ul><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/my-purchases.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/my-purchases.html\" class=\"link\" title=\"As a shopper, you can view all the purchases made from your shopping account by selecting My purchases from your Shopping Hub profile.\">My purchases on Shopping Hub</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/shoppinghub-mobile.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/shoppinghub-mobile.html\" class=\"link\" title=\"The ServiceNow Shopping Hub Mobile app enables you to engage with procurement organizations from a mobile device. Shopping Hub Mobile is available on the Now Mobile app and is supported on iOS and Android devices.\">Shopping Hub Mobile</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/psd-overview.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/psd-overview.html\" class=\"link\" title=\"With the Procurement Case Management application, you can enable your employees to submit procurement cases and access your organization's knowledge base. You can also enable your procurement teams to automate their fulfillment processes so that they can manage and monitor the progress of their tasks.\">Procurement Case Management</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/procurement-specialist-workspace.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/procurement-specialist-workspace.html\" class=\"link\" title=\"As a Procurement Specialist, you can easily complete your actionable tasks within the premises of an enhanced user experience with Source-to-Pay Workspace.\">Source-to-Pay Workspace</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/spo-spend-mgmt.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/spo-spend-mgmt.html\" class=\"link\" title=\"Category management is a strategic procurement approach that involves managing a group of related products or services to maximize value, optimize costs, and enhance supplier relationships. Essentially, it’s the structured management of category taxonomy, ensuring that goods and services are categorized, sourced, and managed efficiently to drive better decision-making and operational efficiency.\">Spend and Savings Management</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/spo-sourcing-pipeline-mgmt.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/spo-sourcing-pipeline-mgmt.html\" class=\"link\" title=\"Sourcing Pipeline Management (sn_spend_pipeline) provides a centralized framework for creating, tracking, and executing sourcing initiatives through pipeline projects. It enhances efficiency through automated workflows, improves visibility into project progress, and simplifies savings tracking and forecasting.\">Sourcing Pipeline Management</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/punchout-overview.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/punchout-overview.html\" class=\"link\" title=\"PunchOut is a technology that connects a buyer’s eProcurement application directly to their supplier is third-party punchout suppliers’ eCommerce sites\">Understanding Punchout</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/ai-search-sourcing-procurement-operations.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/ai-search-sourcing-procurement-operations.html\" class=\"link\" title=\"The AI Search application provides a modern consumer-grade search engine for the Service Portal, Employee Center (EC), Mobile, and Virtual Agent.\">AI Search for Sourcing and Procurement Operations</a></li></ul></dd></div><div class=\"col-md-4\"><dt>Related reference</dt><dd><ul><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/purchase-experience-workflow.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/purchase-experience-workflow.html\" class=\"link\" title=\"Sourcing and Purchasing Automation for ShoppingHub includes workflows that help support the user interface purchasing experience for the shopper. These workflows consist of sourcing requests, negotiations, purchase requisitions, contracts, purchase orders, receipts, and invoices.\">Sourcing and Purchasing Automation</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/application-plugin-list.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/application-plugin-list.html\" class=\"link\" title=\"The following table lists the Sourcing and Procurement Operations (SPO) plugins, their installation sequence, high-level descriptions, and dependencies.\">Application plugin installation sequence in Sourcing and Procurement Operations</a></li></ul></dd></div></nav>\n</article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Performance Analytics for Sourcing and Procurement Operations With this application, you can use a set of pre-configured metrics and dashboards to assess spend, operational efficiency, and team performance across the Sourcing and Procurement Operations product. Important: Check your entitlements to determine whether you have access to Platform Analytics Advanced. Visually analyze how you’re placed with your work and achievements over a given period of time, with the Procurement Buyer Dashboard. For more information on these, see Procurement Buyer Dashboard. Visually analyze how your organization is placed strategically and operationally, over a given period of time, with the Procurement Strategy & Ops Dashboard. For more information on these, see Procurement Strategy & Ops Dashboard. Visually analyze how your team is performing on sourcing requests, purchase requisitions, negotiated savings, and negotiation outcomes, over a given period of time, with the Procurement Team Performance Dashboard. For more information on these, see Procurement Team Performance Dashboard. You can access these dashboards by navigating to All > Platform Analytics Workspace > Analytics Center > Dashboards.	--- title: Performance Analytics for Sourcing and Procurement Operations description: With this application, you can use a set of pre-configured metrics and dashboards to assess spend, operational efficiency, and team performance across the Sourcing and Procurement Operations product. keywords: [] breadcrumbs: - Finance and Supply Chain - Sourcing and Procurement Operations - Exploring Sourcing and Procurement Operations --- # Performance Analytics for Sourcing and Procurement Operations With this application, you can use a set of pre-configured metrics and dashboards to assess spend, operational efficiency, and team performance across the Sourcing and Procurement Operations product. Important: Check your entitlements to determine whether you have access to Platform Analytics Advanced. Visually analyze how you’re placed with your work and achievements over a given period of time, with the Procurement Buyer Dashboard. For more information on these, see Procurement Buyer Dashboard. Visually analyze how your organization is placed strategically and operationally, over a given period of time, with the Procurement Strategy & Ops Dashboard. For more information on these, see Procurement Strategy & Ops Dashboard. Visually analyze how your team is performing on sourcing requests, purchase requisitions, negotiated savings, and negotiation outcomes, over a given period of time, with the Procurement Team Performance Dashboard. For more information on these, see Procurement Team Performance Dashboard. You can access these dashboards by navigating to All > Platform Analytics Workspace > Analytics Center > Dashboards.
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/pipeline-email-notifications.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/pipeline-email-notifications.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/sourcing-procurement-operations/concept/pipeline-email-notifications.html	zurich	Email notifications for pipeline projects	Sourcing managers receive email notifications when a pipeline project is created automatically, and before its estimated start and end dates.	[]	[ "Finance and Supply Chain", "Sourcing and Procurement Operations", "Exploring Sourcing and Procurement Operations", "Sourcing Pipeline Management" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/concept/pipeline-email-notifications.html" id="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/concept/pipeline-email-notifications.html"><body id="pipeline-email-notifications"><main role="main"><article role="article" class="dita" id="pipeline-email-notifications" aria-labelledby="title_pipeline-email-notifications"> <h1 class="title topictitle1" id="title_pipeline-email-notifications">Email notifications for pipeline projects</h1> <div class="body conbody"><p class="shortdesc">Sourcing managers receive email notifications when a pipeline project is created automatically, and before its estimated start and end dates.</p> <p class="p">The email notification includes the <span class="ph uicontrol">View pipeline project</span> option that navigates the sourcing manager to the Source-to-Pay Workspace View, where they can access the pipeline project's <span class="ph uicontrol">Overview</span> tab.</p> <section class="section" id="pipeline-email-notifications__section_qmc_11g_zfc"><h2 id="d195014e51" class="title sectiontitle">System properties for Sourcing and Pipeline Management</h2> <p class="p">The following system properties are used by Sourcing Pipeline Management to notify sourcing managers about upcoming pipeline project deadlines.</p> <div class="table-wrap"><table count-columns="2" class="table frame-all" id="pipeline-email-notifications__table_ywx_c1g_zfc"><caption></caption><colgroup><col/><col/></colgroup><thead class="thead"> <tr class="row"> <th class="entry colsep-1 rowsep-1" id="pipeline-email-notifications__table_ywx_c1g_zfc__entry__1">System property</th> <th class="entry colsep-1 rowsep-1" id="pipeline-email-notifications__table_ywx_c1g_zfc__entry__2">Description</th> </tr> </thead><tbody class="tbody"> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="pipeline-email-notifications__table_ywx_c1g_zfc__entry__1"> <p class="p">sn_spend_pipeline.days_before_start.notification</p> </td> <td class="entry colsep-1 rowsep-1" headers="pipeline-email-notifications__table_ywx_c1g_zfc__entry__2">Number of days before the estimated start date to trigger an email to the sourcing manager if the project is not in Work in Progress, Closed Complete, or Closed Canceled state.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="pipeline-email-notifications__table_ywx_c1g_zfc__entry__1"> <p class="p">sn_spend_pipeline.days_before_end.notification</p> </td> <td class="entry colsep-1 rowsep-1" headers="pipeline-email-notifications__table_ywx_c1g_zfc__entry__2">Number of days before the estimated end date to trigger an email to the sourcing manager if the project is not in Closed Complete or Closed Canceled state.</td> </tr> </tbody></table></div> <div class="note note note_note"><span class="note__title">Note:</span> You must have the sn_spend_pipeline.pipeline_management_admin role to update the <span class="ph uicontrol">Value</span> field in the system properties. The <span class="ph uicontrol">Value</span> field defines the number of days before sending a notification email to the sourcing manager.</div> <p class="p">To access these properties, navigate to <span class="ph uicontrol">All</span> and enter <kbd class="ph userinput">sys_properties_list.do</kbd> in the application navigator. In the <span class="ph uicontrol">Name</span> search field, enter the property name to locate it.</p> <dl class="dl"> <dt class="dt dlterm">Scheduled jobs</dt> <dd class="dd">Sourcing and Pipeline Management includes the following scheduled jobs for sending email notifications:<ul class="ul" id="pipeline-email-notifications__ul_pq4_c3m_bgc"> <li class="li">Trigger Pipeline Start Notification</li> <li class="li">Trigger Pipeline End Notification</li> </ul></dd> <dt class="dt dlterm">Business rules</dt> <dd class="dd">Sourcing and Pipeline Management includes the <kbd class="ph userinput">Trigger pipe end or start notification</kbd> business rule, which runs in the following scenarios:<ul class="ul" id="pipeline-email-notifications__ul_f4t_23m_bgc"> <li class="li">When a pipeline project's estimated start date exceeds the value specified in the system property, the Trigger pipe end or start notification business rule runs. This business rule immediately sends email notifications to sourcing managers to keep them informed about project timelines. Email notifications are sent only for pipeline projects in the Draft or Planned state.</li> <li class="li">When a pipeline project's estimated end date exceeds the value specified in the system property, the Trigger pipe end or start notification business rule runs. It immediately notifies sourcing managers via email. Email notifications are sent only for pipeline projects that are not in the Closed Complete or Closed Canceled state.</li> </ul></dd> </dl> </section> </div> <nav role="navigation"></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Sourcing and Procurement Operations", "topic_id": "product/sourcing-procurement-operations/concept/psm-overview.html" }, { "title": "Exploring Sourcing and Procurement Operations", "topic_id": "product/sourcing-procurement-operations/concept/exploring-spo.html" }, { "title": "Sourcing Pipeline Management", "topic_id": "product/sourcing-procurement-operations/concept/spo-sourcing-pipeline-mgmt.html" } ], 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"primary_sort": "top-down", "type": "subjecthead" }, "clustered_labels": [ "versions" ], "clustered_topics": [], "clustering_title": "Zurich" }, "topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/concept/pipeline-email-notifications.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/concept/pipeline-email-notifications.html\"><body id=\"pipeline-email-notifications\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"pipeline-email-notifications\" aria-labelledby=\"title_pipeline-email-notifications\">\n <h1 class=\"title topictitle1\" id=\"title_pipeline-email-notifications\">Email notifications for pipeline projects</h1>\n \n \n <div class=\"body conbody\"><p class=\"shortdesc\">Sourcing managers receive email notifications when a pipeline project is created automatically, and before its estimated start and end dates.</p>\n <p class=\"p\">The email notification includes the <span class=\"ph uicontrol\">View pipeline project</span> option that navigates the sourcing manager to the Source-to-Pay Workspace View, where they can access the pipeline project's\n <span class=\"ph uicontrol\">Overview</span> tab.</p>\n <section class=\"section\" id=\"pipeline-email-notifications__section_qmc_11g_zfc\"><h2 id=\"d195014e51\" class=\"title sectiontitle\">System properties for Sourcing and Pipeline Management</h2>\n \n <p class=\"p\">The following system properties are used by Sourcing Pipeline Management to notify sourcing managers about upcoming pipeline project deadlines.</p>\n <div class=\"table-wrap\"><table count-columns=\"2\" class=\"table frame-all\" id=\"pipeline-email-notifications__table_ywx_c1g_zfc\"><caption></caption><colgroup><col/><col/></colgroup><thead class=\"thead\">\n <tr class=\"row\">\n <th class=\"entry colsep-1 rowsep-1\" id=\"pipeline-email-notifications__table_ywx_c1g_zfc__entry__1\">System property</th>\n <th class=\"entry colsep-1 rowsep-1\" id=\"pipeline-email-notifications__table_ywx_c1g_zfc__entry__2\">Description</th>\n </tr>\n </thead><tbody class=\"tbody\">\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"pipeline-email-notifications__table_ywx_c1g_zfc__entry__1\">\n <p class=\"p\">sn_spend_pipeline.days_before_start.notification</p>\n </td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"pipeline-email-notifications__table_ywx_c1g_zfc__entry__2\">Number of days before the estimated start date to trigger an email to the sourcing manager if the project is not in Work in Progress, Closed Complete, or Closed Canceled state.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"pipeline-email-notifications__table_ywx_c1g_zfc__entry__1\">\n <p class=\"p\">sn_spend_pipeline.days_before_end.notification</p>\n </td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"pipeline-email-notifications__table_ywx_c1g_zfc__entry__2\">Number of days before the estimated end date to trigger an email to the sourcing manager if the project is not in Closed Complete or Closed Canceled state.</td>\n </tr>\n </tbody></table></div>\n <div class=\"note note note_note\"><span class=\"note__title\">Note:</span> You must have the sn_spend_pipeline.pipeline_management_admin role to update the <span class=\"ph uicontrol\">Value</span> field in the system properties. The <span class=\"ph uicontrol\">Value</span> field defines the number of days before sending a\n notification email to the sourcing manager.</div>\n <p class=\"p\">To access these properties, navigate to <span class=\"ph uicontrol\">All</span> and enter <kbd class=\"ph userinput\">sys_properties_list.do</kbd> in the application navigator. In the <span class=\"ph uicontrol\">Name</span> search field, enter the property name to\n locate it.</p>\n <dl class=\"dl\">\n \n <dt class=\"dt dlterm\">Scheduled jobs</dt>\n <dd class=\"dd\">Sourcing and Pipeline Management includes the following scheduled jobs for sending email notifications:<ul class=\"ul\" id=\"pipeline-email-notifications__ul_pq4_c3m_bgc\">\n <li class=\"li\">Trigger Pipeline Start Notification</li>\n <li class=\"li\">Trigger Pipeline End Notification</li>\n </ul></dd>\n \n \n <dt class=\"dt dlterm\">Business rules</dt>\n <dd class=\"dd\">Sourcing and Pipeline Management includes the <kbd class=\"ph userinput\">Trigger pipe end or start notification</kbd> business rule, which runs in the following scenarios:<ul class=\"ul\" id=\"pipeline-email-notifications__ul_f4t_23m_bgc\">\n <li class=\"li\">When a pipeline project's estimated start date exceeds the value specified in the system property, the Trigger pipe end or start notification business rule runs. This business rule immediately sends email notifications to\n sourcing managers to keep them informed about project timelines. Email notifications are sent only for pipeline projects in the Draft or Planned state.</li>\n <li class=\"li\">When a pipeline project's estimated end date exceeds the value specified in the system property, the Trigger pipe end or start notification business rule runs. It immediately notifies sourcing managers via email. Email\n notifications are sent only for pipeline projects that are not in the Closed Complete or Closed Canceled state.</li>\n </ul></dd>\n \n </dl>\n </section>\n </div>\n<nav role=\"navigation\"></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Email notifications for pipeline projects Sourcing managers receive email notifications when a pipeline project is created automatically, and before its estimated start and end dates. The email notification includes the View pipeline project option that navigates the sourcing manager to the Source-to-Pay Workspace View, where they can access the pipeline project's Overview tab. ## System properties for Sourcing and Pipeline Management The following system properties are used by Sourcing Pipeline Management to notify sourcing managers about upcoming pipeline project deadlines. \| System property \| Description \| \| --- \| --- \| \| sn\_spend\_pipeline.days\_before\_start.notification \| Number of days before the estimated start date to trigger an email to the sourcing manager if the project is not in Work in Progress, Closed Complete, or Closed Canceled state. \| \| sn\_spend\_pipeline.days\_before\_end.notification \| Number of days before the estimated end date to trigger an email to the sourcing manager if the project is not in Closed Complete or Closed Canceled state. \| Note: You must have the sn\_spend\_pipeline.pipeline\_management\_admin role to update the Value field in the system properties. The Value field defines the number of days before sending a notification email to the sourcing manager. To access these properties, navigate to All and enter `sys_properties_list.do` in the application navigator. In the Name search field, enter the property name to locate it. #### Scheduled jobs Sourcing and Pipeline Management includes the following scheduled jobs for sending email notifications: * Trigger Pipeline Start Notification * Trigger Pipeline End Notification #### Business rules Sourcing and Pipeline Management includes the `Trigger pipe end or start notification` business rule, which runs in the following scenarios: * When a pipeline project's estimated start date exceeds the value specified in the system property, the Trigger pipe end or start notification business rule runs. This business rule immediately sends email notifications to sourcing managers to keep them informed about project timelines. Email notifications are sent only for pipeline projects in the Draft or Planned state. * When a pipeline project's estimated end date exceeds the value specified in the system property, the Trigger pipe end or start notification business rule runs. It immediately notifies sourcing managers via email. Email notifications are sent only for pipeline projects that are not in the Closed Complete or Closed Canceled state.	--- title: Email notifications for pipeline projects description: Sourcing managers receive email notifications when a pipeline project is created automatically, and before its estimated start and end dates. keywords: [] breadcrumbs: - Finance and Supply Chain - Sourcing and Procurement Operations - Exploring Sourcing and Procurement Operations - Sourcing Pipeline Management --- # Email notifications for pipeline projects Sourcing managers receive email notifications when a pipeline project is created automatically, and before its estimated start and end dates. The email notification includes the View pipeline project option that navigates the sourcing manager to the Source-to-Pay Workspace View, where they can access the pipeline project's Overview tab. ## System properties for Sourcing and Pipeline Management The following system properties are used by Sourcing Pipeline Management to notify sourcing managers about upcoming pipeline project deadlines. \| System property \| Description \| \| --- \| --- \| \| sn\_spend\_pipeline.days\_before\_start.notification \| Number of days before the estimated start date to trigger an email to the sourcing manager if the project is not in Work in Progress, Closed Complete, or Closed Canceled state. \| \| sn\_spend\_pipeline.days\_before\_end.notification \| Number of days before the estimated end date to trigger an email to the sourcing manager if the project is not in Closed Complete or Closed Canceled state. \| Note: You must have the sn\_spend\_pipeline.pipeline\_management\_admin role to update the Value field in the system properties. The Value field defines the number of days before sending a notification email to the sourcing manager. To access these properties, navigate to All and enter `sys_properties_list.do` in the application navigator. In the Name search field, enter the property name to locate it. #### Scheduled jobs Sourcing and Pipeline Management includes the following scheduled jobs for sending email notifications: * Trigger Pipeline Start Notification * Trigger Pipeline End Notification #### Business rules Sourcing and Pipeline Management includes the `Trigger pipe end or start notification` business rule, which runs in the following scenarios: * When a pipeline project's estimated start date exceeds the value specified in the system property, the Trigger pipe end or start notification business rule runs. This business rule immediately sends email notifications to sourcing managers to keep them informed about project timelines. Email notifications are sent only for pipeline projects in the Draft or Planned state. * When a pipeline project's estimated end date exceeds the value specified in the system property, the Trigger pipe end or start notification business rule runs. It immediately notifies sourcing managers via email. Email notifications are sent only for pipeline projects that are not in the Closed Complete or Closed Canceled state.
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/pipeline-project-creation-rule.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/pipeline-project-creation-rule.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/sourcing-procurement-operations/concept/pipeline-project-creation-rule.html	zurich	Pipeline project creation rule for high-value sourcing requests	By default, the Pipeline project creation rule decision table is used to create pipeline projects automtatically in Sourcing Pipeline Management.	[]	[ "Finance and Supply Chain", "Sourcing and Procurement Operations", "Exploring Sourcing and Procurement Operations", "Sourcing Pipeline Management" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/concept/pipeline-project-creation-rule.html" id="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/concept/pipeline-project-creation-rule.html"><body id="pipeline-project-creation-rule"><main role="main"><article role="article" class="dita" id="pipeline-project-creation-rule" aria-labelledby="title_pipeline-project-creation-rule"> <h1 class="title topictitle1" id="title_pipeline-project-creation-rule">Pipeline project creation rule for high-value sourcing requests</h1> <div class="body conbody"><p class="shortdesc">By default, the Pipeline project creation rule decision table is used to create pipeline projects automtatically in Sourcing Pipeline Management.</p> <div class="p"> <div class="note note note_note"><span class="note__title">Note:</span> You must have the <span class="keyword cmdname">sn_spend_pipeline.pipeline_management_admin</span> role to update the Pipeline project creation rule decision table configuration. <p class="p">The <span class="keyword cmdname">sn_spend_pipeline.pipeline_management_admin</span> role contains the <span class="keyword cmdname">decision_table_admin</span> role, which enables you to create, read, edit, and delete decision table inputs, columns, and values. For more information about configuring decision tables, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept//csh" href="https://servicenow-be-prod.servicenow.com/csh?topicname=configuring-decision-builder&version=zurich&pubname=zurich-build-workflows" class="xref">Configuring decision tables</a>.</p></div> </div> <p class="p"><img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/../image/pipeline-decision-table.png?_LANG=enus" class="image" id="pipeline-project-creation-rule__image_plj_14k_wfc" alt="Pipeline project creation rule."/></p> <p class="p">When a shopper requests pricing for items exceeding $250,000 through ShoppingHub, the following decision inputs are automatically evaluated to apply the rule conditions:</p> <ul class="ul" id="pipeline-project-creation-rule__ul_lzm_3vd_wfc"> <li class="li">Sourcing request [sn_shop_sourcing_activity]</li> <li class="li">Purchase line [sn_shop_purchase_line]</li> </ul> <p class="p">The Pipeline project creation rule is applied to the Budget field in the Sourcing Request (SR). This rule determines whether a pipeline project should be created for the SR based on the following conditions:</p> <ul class="ul" id="pipeline-project-creation-rule__ul_fq1_mvd_wfc"> <li class="li">If the amount exceeds $250,000 USD, a pipeline project is created.</li> <li class="li">If the amount is $250,000 USD or less, a pipeline project isn’t created.</li> </ul> <div class="note note note_note"><span class="note__title">Note:</span> If the currency is different from the USD, it's converted to USD before the rule conditions are applied.</div> </div> <nav role="navigation"></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": 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href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/psm-overview.html\">Sourcing and Procurement Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/exploring-spo.html\">Exploring Sourcing and Procurement Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/spo-sourcing-pipeline-mgmt.html\">Sourcing Pipeline Management</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">Pipeline project creation rule for high-value sourcing requests</span>", "bundle_id": "zurich-source-to-pay-operations", "bundle_key": 2735, "bundle_landing_page": 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"workplace-srvc-delvry-ditamap": null }, "page_id": "product/sourcing-procurement-operations/concept/pipeline-project-creation-rule.html", "page_key": 55688398, "preprocessed_PDF": "https://downloads.docs.servicenow.com/pdf/enus/servicenow-yokohama-source-to-pay-operations-enus.pdf", "rating": null, "read_time_data": { "char_count": 1284, "img_count": 1, "read_time": 1, "video_links": [ "" ], "word_count": 177 }, "related_links": [], "search_title": null, "title": "Pipeline project creation rule for high-value sourcing requests", "topic_cluster": { "clustered_by": { "enabled": true, "primary_key": "versions", "primary_sort": "top-down", "type": "subjecthead" }, "clustered_labels": [ "versions" ], "clustered_topics": [], "clustering_title": "Zurich" }, "topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/concept/pipeline-project-creation-rule.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/concept/pipeline-project-creation-rule.html\"><body id=\"pipeline-project-creation-rule\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"pipeline-project-creation-rule\" aria-labelledby=\"title_pipeline-project-creation-rule\">\n <h1 class=\"title topictitle1\" id=\"title_pipeline-project-creation-rule\">Pipeline project creation rule for high-value sourcing requests</h1>\n \n \n <div class=\"body conbody\"><p class=\"shortdesc\">By default, the Pipeline project creation rule decision table is used to create pipeline projects automtatically in Sourcing Pipeline Management.</p>\n <div class=\"p\">\n <div class=\"note note note_note\"><span class=\"note__title\">Note:</span> You must have the <span class=\"keyword cmdname\">sn_spend_pipeline.pipeline_management_admin</span> role to update the Pipeline project creation rule decision table configuration. <p class=\"p\">The <span class=\"keyword cmdname\">sn_spend_pipeline.pipeline_management_admin</span>\n role contains the <span class=\"keyword cmdname\">decision_table_admin</span> role, which enables you to create, read, edit, and delete decision table inputs, columns, and values. For more information about configuring decision tables, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept//csh\" href=\"https://servicenow-be-prod.servicenow.com/csh?topicname=configuring-decision-builder&version=zurich&pubname=zurich-build-workflows\" class=\"xref\">Configuring decision tables</a>.</p></div>\n </div>\n <p class=\"p\"><img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/../image/pipeline-decision-table.png?_LANG=enus\" class=\"image\" id=\"pipeline-project-creation-rule__image_plj_14k_wfc\" alt=\"Pipeline project creation rule.\"/></p>\n <p class=\"p\">When a shopper requests pricing for items exceeding $250,000 through ShoppingHub, the following decision inputs are automatically evaluated to apply the rule conditions:</p>\n <ul class=\"ul\" id=\"pipeline-project-creation-rule__ul_lzm_3vd_wfc\">\n <li class=\"li\">Sourcing request [sn_shop_sourcing_activity]</li>\n <li class=\"li\">Purchase line [sn_shop_purchase_line]</li>\n </ul>\n <p class=\"p\">The Pipeline project creation rule is applied to the Budget field in the Sourcing Request (SR). This rule determines whether a pipeline project should be created for the SR based on the following conditions:</p>\n <ul class=\"ul\" id=\"pipeline-project-creation-rule__ul_fq1_mvd_wfc\">\n <li class=\"li\">If the amount exceeds $250,000 USD, a pipeline project is created.</li>\n <li class=\"li\">If the amount is $250,000 USD or less, a pipeline project isn’t created.</li>\n </ul>\n <div class=\"note note note_note\"><span class=\"note__title\">Note:</span> If the currency is different from the USD, it's converted to USD before the rule conditions are applied.</div>\n </div>\n<nav role=\"navigation\"></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Pipeline project creation rule for high-value sourcing requests By default, the Pipeline project creation rule decision table is used to create pipeline projects automtatically in Sourcing Pipeline Management. Note: You must have the sn\_spend\_pipeline.pipeline\_management\_admin role to update the Pipeline project creation rule decision table configuration. The sn\_spend\_pipeline.pipeline\_management\_admin role contains the decision\_table\_admin role, which enables you to create, read, edit, and delete decision table inputs, columns, and values. For more information about configuring decision tables, see Configuring decision tables. When a shopper requests pricing for items exceeding $250,000 through ShoppingHub, the following decision inputs are automatically evaluated to apply the rule conditions: * Sourcing request [sn\_shop\_sourcing\_activity] * Purchase line [sn\_shop\_purchase\_line] The Pipeline project creation rule is applied to the Budget field in the Sourcing Request (SR). This rule determines whether a pipeline project should be created for the SR based on the following conditions: * If the amount exceeds $250,000 USD, a pipeline project is created. * If the amount is $250,000 USD or less, a pipeline project isn’t created. Note: If the currency is different from the USD, it's converted to USD before the rule conditions are applied.	--- title: Pipeline project creation rule for high-value sourcing requests description: By default, the Pipeline project creation rule decision table is used to create pipeline projects automtatically in Sourcing Pipeline Management. keywords: [] breadcrumbs: - Finance and Supply Chain - Sourcing and Procurement Operations - Exploring Sourcing and Procurement Operations - Sourcing Pipeline Management --- # Pipeline project creation rule for high-value sourcing requests By default, the Pipeline project creation rule decision table is used to create pipeline projects automtatically in Sourcing Pipeline Management. Note: You must have the sn\_spend\_pipeline.pipeline\_management\_admin role to update the Pipeline project creation rule decision table configuration. The sn\_spend\_pipeline.pipeline\_management\_admin role contains the decision\_table\_admin role, which enables you to create, read, edit, and delete decision table inputs, columns, and values. For more information about configuring decision tables, see Configuring decision tables. When a shopper requests pricing for items exceeding $250,000 through ShoppingHub, the following decision inputs are automatically evaluated to apply the rule conditions: * Sourcing request [sn\_shop\_sourcing\_activity] * Purchase line [sn\_shop\_purchase\_line] The Pipeline project creation rule is applied to the Budget field in the Sourcing Request (SR). This rule determines whether a pipeline project should be created for the SR based on the following conditions: * If the amount exceeds $250,000 USD, a pipeline project is created. * If the amount is $250,000 USD or less, a pipeline project isn’t created. Note: If the currency is different from the USD, it's converted to USD before the rule conditions are applied.
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/punchout-configuration-spo.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/punchout-configuration-spo.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/sourcing-procurement-operations/concept/punchout-configuration-spo.html	zurich	Punchout configuration in SPO	You must configure punchout for third-party suppliers.	[]	[ "Finance and Supply Chain", "Sourcing and Procurement Operations", "Exploring Sourcing and Procurement Operations", "Understanding Punchout" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/concept/punchout-configuration-spo.html" id="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/concept/punchout-configuration-spo.html"><body id="punchout-configuration-spo"><main role="main"><article role="article" class="dita" id="punchout-configuration-spo" aria-labelledby="title_punchout-configuration-spo"> <h1 class="title topictitle1" id="title_punchout-configuration-spo">Punchout configuration in SPO</h1> <div class="body conbody"><p class="shortdesc">You must configure punchout for third-party suppliers.</p> <p class="p">The following configuration is required in SPO to enable punchout:</p> <ul class="ul" id="punchout-configuration-spo__ul_gdv_xpt_bgc"> <li class="li">Enable suppliers for PunchOut: Ensure that suppliers are enabled for PunchOut. For each punchout supplier, a supplier record must be created, and the PunchOut checkbox should be selected.</li> <li class="li"> <p class="p">Configure the Third Party Registration table (sn_spend_intg_third_party_registration): Depending on the type of integration, configure one the following configuration options:</p> <ul class="ul" id="punchout-configuration-spo__ul_ds1_bqt_bgc"> <li class="li">cXML PunchOut: If the record is marked for cXML PunchOut support, the cXML PunchOut Setup related list allows you to configure various connection details.</li> <li class="li">API Exchange: If the record is marked for API Exchange, the API Configuration related list provides options for setting up API-based integration with PunchOut systems.</li> <li class="li">SpendInt API: If the record is marked for SpendInt API, configuration options for data load are available. This supports pre-PunchOut configuration for integrations.</li> </ul> </li> </ul> <p class="p">For more information, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/task/configure-supplier-punchout.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/configure-supplier-punchout.html" class="xref" title="Set up punchout configuration to allow shoppers or employees to make third-party site purchases.">Configure punchout for third-party site purchases</a>.</p> </div> <nav role="navigation"></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Sourcing and Procurement Operations", "topic_id": "product/sourcing-procurement-operations/concept/psm-overview.html" }, { "title": "Exploring Sourcing and Procurement Operations", "topic_id": "product/sourcing-procurement-operations/concept/exploring-spo.html" }, { "title": "Understanding Punchout", "topic_id": "product/sourcing-procurement-operations/concept/punchout-overview.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations\">Zurich Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/finance-supply-chain-landing.html\">Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/psm-overview.html\">Sourcing and Procurement Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/exploring-spo.html\">Exploring Sourcing and Procurement Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/punchout-overview.html\">Understanding Punchout</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">Punchout configuration in SPO</span>", "bundle_id": "zurich-source-to-pay-operations", "bundle_key": 2735, "bundle_landing_page": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html", "bundle_subtitle": null, "bundle_title": "Zurich Finance and Supply Chain", "canonical_link": null, "dates": { "Added on": "2025-08-05T13:11:54.216332Z", "Created on": "2025-07-23T00:00:00Z", "Initial upload": "2025-07-30T22:25:52.095402Z", "Updated on": "2025-07-31T00:00:00Z" }, "dislike_url": "https://servicenow-be-prod.servicenow.com/dislike/55688416", "dislikes": 0, "es_archived_content": false, "is_in_fav": false, "is_liked": null, "is_watched": false, "keywords": [ " zurich zurich" ], "labels": [ { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "zurich", "navtitle": "Zurich", "outputclasses": [], "subjectHeadId": "versions", "subjectheadNavtitle": "Versions", "visibility": "show-facet" }, { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "spoo", "navtitle": "Sourcing and Procurement Operations", "outputclasses": [], "subjectHeadId": "products", "subjectheadNavtitle": "Products", "visibility": "show-facet" } ], "labels_text": "Versions > Zurich; 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For each punchout supplier, a supplier record must be created, and the PunchOut checkbox should be selected.</li>\n <li class=\"li\">\n <p class=\"p\">Configure the Third Party Registration table (sn_spend_intg_third_party_registration): Depending on the type of integration, configure one the following configuration options:</p>\n <ul class=\"ul\" id=\"punchout-configuration-spo__ul_ds1_bqt_bgc\">\n <li class=\"li\">cXML PunchOut: If the record is marked for cXML PunchOut support, the cXML PunchOut Setup related list allows you to configure various connection details.</li>\n <li class=\"li\">API Exchange: If the record is marked for API Exchange, the API Configuration related list provides options for setting up API-based integration with PunchOut systems.</li>\n <li class=\"li\">SpendInt API: If the record is marked for SpendInt API, configuration options for data load are available. This supports pre-PunchOut configuration for integrations.</li>\n </ul>\n </li>\n </ul>\n <p class=\"p\">For more information, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/task/configure-supplier-punchout.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/configure-supplier-punchout.html\" class=\"xref\" title=\"Set up punchout configuration to allow shoppers or employees to make third-party site purchases.\">Configure punchout for third-party site purchases</a>.</p>\n </div>\n<nav role=\"navigation\"></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Punchout configuration in SPO You must configure punchout for third-party suppliers. The following configuration is required in SPO to enable punchout: * Enable suppliers for PunchOut: Ensure that suppliers are enabled for PunchOut. For each punchout supplier, a supplier record must be created, and the PunchOut checkbox should be selected. * Configure the Third Party Registration table (sn\_spend\_intg\_third\_party\_registration): Depending on the type of integration, configure one the following configuration options: + cXML PunchOut: If the record is marked for cXML PunchOut support, the cXML PunchOut Setup related list allows you to configure various connection details. + API Exchange: If the record is marked for API Exchange, the API Configuration related list provides options for setting up API-based integration with PunchOut systems. + SpendInt API: If the record is marked for SpendInt API, configuration options for data load are available. This supports pre-PunchOut configuration for integrations. For more information, see Configure punchout for third-party site purchases.	--- title: Punchout configuration in SPO description: You must configure punchout for third-party suppliers. keywords: [] breadcrumbs: - Finance and Supply Chain - Sourcing and Procurement Operations - Exploring Sourcing and Procurement Operations - Understanding Punchout --- # Punchout configuration in SPO You must configure punchout for third-party suppliers. The following configuration is required in SPO to enable punchout: * Enable suppliers for PunchOut: Ensure that suppliers are enabled for PunchOut. For each punchout supplier, a supplier record must be created, and the PunchOut checkbox should be selected. * Configure the Third Party Registration table (sn\_spend\_intg\_third\_party\_registration): Depending on the type of integration, configure one the following configuration options: + cXML PunchOut: If the record is marked for cXML PunchOut support, the cXML PunchOut Setup related list allows you to configure various connection details. + API Exchange: If the record is marked for API Exchange, the API Configuration related list provides options for setting up API-based integration with PunchOut systems. + SpendInt API: If the record is marked for SpendInt API, configuration options for data load are available. This supports pre-PunchOut configuration for integrations. For more information, see Configure punchout for third-party site purchases.
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/punchout-overview.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/punchout-overview.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/sourcing-procurement-operations/concept/punchout-overview.html	zurich	Understanding Punchout	PunchOut is a technology that connects a buyer’s eProcurement application directly to their supplier is third-party punchout suppliers’ eCommerce sites	[]	[ "Finance and Supply Chain", "Sourcing and Procurement Operations", "Exploring Sourcing and Procurement Operations" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/concept/punchout-overview.html" id="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/concept/punchout-overview.html"><body id="punchout-overview"><main role="main"><article role="article" class="dita" id="punchout-overview" aria-labelledby="title_punchout-overview"> <h1 class="title topictitle1" id="title_punchout-overview">Understanding Punchout</h1> <div class="body conbody"><p class="shortdesc">PunchOut is a technology that connects a buyer’s eProcurement application directly to their supplier is third-party punchout suppliers’ eCommerce sites</p> <p class="p">PunchOut enables a buyer’s employees to shop on supplier is third-party punchout suppliers’ eCommerce sites, but complete their purchase in their organization’s eProcurement application, where approval workflows can be applied, and spending can be tracked.</p> <p class="p">In level 1 PunchOut, only the search functionality of the PunchOut catalog is available. Upon redirection to the supplier is third-party punchout supplier site, the shopper will be prompted to add items to their cart and then be redirected to ServiceNow to complete the order details.</p> <p class="p">On the other hand, with level 2 PunchOut catalog, the customer can use the search capability of procurement system to search and order products in the PunchOutcatalogue without requiring redirection to the punchout system.</p> </div> <nav role="navigation"><dt class="ullinks"></dt><dd class="ullinks"><ul class="ullinks"><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/punchout-configuration-spo.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/punchout-configuration-spo.html">Punchout configuration in SPO</a><p class="shortdesc">You must configure punchout for third-party suppliers.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/level-one-punchout.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/level-one-punchout.html">How L1 punchout works</a><p class="shortdesc">In the Level 1 (L1) punchout, SPO and the punchout supplier communicate using the cXML protocol.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/spo-punchout-connection.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/spo-punchout-connection.html">Establishing connection between SPO and the supplier punchout system</a><p class="shortdesc">SPO and the supplier punchout system use PunchOutRequest and PunchOutResponse payloads to establish the connection.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/level-two-punchout.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/level-two-punchout.html">How L2 punchout works</a><p class="shortdesc">Level 2 (L2) PunchOut enables buying organizations to search for and discover PunchOut items directly within their procurement application, eliminating the need to search each supplier’s site individually.</p></li></ul></dd></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"><div class="col-md-4"><dt>Related concepts</dt><dd><ul><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/my-purchases.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/my-purchases.html" class="link" title="As a shopper, you can view all the purchases made from your shopping account by selecting My purchases from your Shopping Hub profile.">My purchases on Shopping Hub</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/shoppinghub-mobile.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/shoppinghub-mobile.html" class="link" title="The ServiceNow Shopping Hub Mobile app enables you to engage with procurement organizations from a mobile device. Shopping Hub Mobile is available on the Now Mobile app and is supported on iOS and Android devices.">Shopping Hub Mobile</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/performance-analytics-for-spo.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/performance-analytics-for-spo.html" class="link" title="With this application, you can use a set of pre-configured metrics and dashboards to assess spend, operational efficiency, and team performance across the Sourcing and Procurement Operations product.">Performance Analytics for Sourcing and Procurement Operations</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/psd-overview.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/psd-overview.html" class="link" title="With the Procurement Case Management application, you can enable your employees to submit procurement cases and access your organization's knowledge base. You can also enable your procurement teams to automate their fulfillment processes so that they can manage and monitor the progress of their tasks.">Procurement Case Management</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/procurement-specialist-workspace.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/procurement-specialist-workspace.html" class="link" title="As a Procurement Specialist, you can easily complete your actionable tasks within the premises of an enhanced user experience with Source-to-Pay Workspace.">Source-to-Pay Workspace</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/spo-spend-mgmt.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/spo-spend-mgmt.html" class="link" title="Category management is a strategic procurement approach that involves managing a group of related products or services to maximize value, optimize costs, and enhance supplier relationships. Essentially, it’s the structured management of category taxonomy, ensuring that goods and services are categorized, sourced, and managed efficiently to drive better decision-making and operational efficiency.">Spend and Savings Management</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/spo-sourcing-pipeline-mgmt.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/spo-sourcing-pipeline-mgmt.html" class="link" title="Sourcing Pipeline Management (sn_spend_pipeline) provides a centralized framework for creating, tracking, and executing sourcing initiatives through pipeline projects. It enhances efficiency through automated workflows, improves visibility into project progress, and simplifies savings tracking and forecasting.">Sourcing Pipeline Management</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/ai-search-sourcing-procurement-operations.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/ai-search-sourcing-procurement-operations.html" class="link" title="The AI Search application provides a modern consumer-grade search engine for the Service Portal, Employee Center (EC), Mobile, and Virtual Agent.">AI Search for Sourcing and Procurement Operations</a></li></ul></dd></div><div class="col-md-4"><dt>Related reference</dt><dd><ul><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/purchase-experience-workflow.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/purchase-experience-workflow.html" class="link" title="Sourcing and Purchasing Automation for ShoppingHub includes workflows that help support the user interface purchasing experience for the shopper. These workflows consist of sourcing requests, negotiations, purchase requisitions, contracts, purchase orders, receipts, and invoices.">Sourcing and Purchasing Automation</a></li></ul></dd></div></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Sourcing and Procurement Operations", "topic_id": "product/sourcing-procurement-operations/concept/psm-overview.html" }, { "title": "Exploring Sourcing and Procurement Operations", "topic_id": "product/sourcing-procurement-operations/concept/exploring-spo.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations\">Zurich Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/finance-supply-chain-landing.html\">Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/psm-overview.html\">Sourcing and Procurement Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/exploring-spo.html\">Exploring Sourcing and Procurement Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">Understanding Punchout</span>", "bundle_id": "zurich-source-to-pay-operations", "bundle_key": 2735, "bundle_landing_page": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html", "bundle_subtitle": null, "bundle_title": "Zurich Finance and Supply Chain", "canonical_link": null, "dates": { "Added on": "2025-08-05T13:11:54.216332Z", "Created on": "2025-07-23T00:00:00Z", "Initial upload": "2025-07-30T22:25:52.095402Z", "Updated on": "2025-07-31T00:00:00Z" }, "dislike_url": "https://servicenow-be-prod.servicenow.com/dislike/55688417", "dislikes": 0, "es_archived_content": false, "is_in_fav": false, "is_liked": null, "is_watched": false, "keywords": [ " zurich zurich" ], "labels": [ { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "zurich", "navtitle": "Zurich", "outputclasses": [], "subjectHeadId": "versions", "subjectheadNavtitle": "Versions", "visibility": "show-facet" }, { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "spoo", "navtitle": "Sourcing and Procurement Operations", "outputclasses": [], "subjectHeadId": "products", "subjectheadNavtitle": "Products", "visibility": "show-facet" } ], "labels_text": "Versions > Zurich; 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Shopping Hub Mobile is available on the Now Mobile app and is supported on iOS and Android devices.", "title": "Shopping Hub Mobile", "topic": "/product/sourcing-procurement-operations/concept/shoppinghub-mobile.html", "type": "concept", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "With this application, you can use a set of pre-configured metrics and dashboards to assess spend, operational efficiency, and team performance across the Sourcing and Procurement Operations product.", "title": "Performance Analytics for Sourcing and Procurement Operations", "topic": "/product/sourcing-procurement-operations/concept/performance-analytics-for-spo.html", "type": "concept", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "Sourcing and Purchasing Automation for ShoppingHub includes workflows that help support the user interface purchasing experience for the shopper. These workflows consist of sourcing requests, negotiations, purchase requisitions, contracts, purchase orders, receipts, and invoices.", "title": "Sourcing and Purchasing Automation", "topic": "/product/sourcing-procurement-operations/reference/purchase-experience-workflow.html", "type": "reference", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "With the Procurement Case Management application, you can enable your employees to submit procurement cases and access your organization's knowledge base. You can also enable your procurement teams to automate their fulfillment processes so that they can manage and monitor the progress of their tasks.", "title": "Procurement Case Management", "topic": "/product/sourcing-procurement-operations/concept/psd-overview.html", "type": "concept", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "As a Procurement Specialist, you can easily complete your actionable tasks within the premises of an enhanced user experience with Source-to-Pay Workspace.", "title": "Source-to-Pay Workspace", "topic": "/product/sourcing-procurement-operations/concept/procurement-specialist-workspace.html", "type": "concept", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "Category management is a strategic procurement approach that involves managing a group of related products or services to maximize value, optimize costs, and enhance supplier relationships. Essentially, it’s the structured management of category taxonomy, ensuring that goods and services are categorized, sourced, and managed efficiently to drive better decision-making and operational efficiency.", "title": "Spend and Savings Management", "topic": "/product/sourcing-procurement-operations/concept/spo-spend-mgmt.html", "type": "concept", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "Sourcing Pipeline Management (sn_spend_pipeline) provides a centralized framework for creating, tracking, and executing sourcing initiatives through pipeline projects. It enhances efficiency through automated workflows, improves visibility into project progress, and simplifies savings tracking and forecasting.", "title": "Sourcing Pipeline Management", "topic": "/product/sourcing-procurement-operations/concept/spo-sourcing-pipeline-mgmt.html", "type": "concept", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "The AI Search application provides a modern consumer-grade search engine for the Service Portal, Employee Center (EC), Mobile, and Virtual Agent.", "title": "AI Search for Sourcing and Procurement Operations", "topic": "/product/sourcing-procurement-operations/concept/ai-search-sourcing-procurement-operations.html", "type": "concept", "url": null } ], "search_title": null, "title": "Understanding Punchout", "topic_cluster": { "clustered_by": { "enabled": true, "primary_key": "versions", "primary_sort": "top-down", "type": "subjecthead" }, "clustered_labels": [ "versions" ], "clustered_topics": [], "clustering_title": "Zurich" }, "topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/concept/punchout-overview.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/concept/punchout-overview.html\"><body id=\"punchout-overview\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"punchout-overview\" aria-labelledby=\"title_punchout-overview\">\n <h1 class=\"title topictitle1\" id=\"title_punchout-overview\">Understanding Punchout</h1>\n \n \n <div class=\"body conbody\"><p class=\"shortdesc\">PunchOut is a technology that connects a buyer’s eProcurement application directly to their supplier is third-party punchout suppliers’ eCommerce sites</p>\n <p class=\"p\">PunchOut enables a buyer’s employees to shop on supplier is third-party punchout suppliers’ eCommerce sites, but complete their purchase in their organization’s eProcurement application, where approval workflows can be applied, and\n spending can be tracked.</p>\n <p class=\"p\">In level 1 PunchOut, only the search functionality of the PunchOut catalog is available. Upon redirection to the supplier is third-party punchout supplier site, the shopper will be prompted to add items to their cart and then be\n redirected to ServiceNow to complete the order details.</p>\n <p class=\"p\">On the other hand, with level 2 PunchOut catalog, the customer can use the search capability of procurement system to search and order products in the PunchOutcatalogue without requiring redirection to the punchout system.</p>\n </div>\n<nav role=\"navigation\"><dt class=\"ullinks\"></dt><dd class=\"ullinks\"><ul class=\"ullinks\"><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/punchout-configuration-spo.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/punchout-configuration-spo.html\">Punchout configuration in SPO</a><p class=\"shortdesc\">You must configure punchout for third-party suppliers.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/level-one-punchout.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/level-one-punchout.html\">How L1 punchout works</a><p class=\"shortdesc\">In the Level 1 (L1) punchout, SPO and the punchout supplier communicate using the cXML protocol.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/spo-punchout-connection.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/spo-punchout-connection.html\">Establishing connection between SPO and the supplier punchout system</a><p class=\"shortdesc\">SPO and the supplier punchout system use PunchOutRequest and PunchOutResponse payloads to establish the connection.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/level-two-punchout.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/level-two-punchout.html\">How L2 punchout works</a><p class=\"shortdesc\">Level 2 (L2) PunchOut enables buying organizations to search for and discover PunchOut items directly within their procurement application, eliminating the need to search each supplier’s site individually.</p></li></ul></dd></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"><div class=\"col-md-4\"><dt>Related concepts</dt><dd><ul><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/my-purchases.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/my-purchases.html\" class=\"link\" title=\"As a shopper, you can view all the purchases made from your shopping account by selecting My purchases from your Shopping Hub profile.\">My purchases on Shopping Hub</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/shoppinghub-mobile.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/shoppinghub-mobile.html\" class=\"link\" title=\"The ServiceNow Shopping Hub Mobile app enables you to engage with procurement organizations from a mobile device. Shopping Hub Mobile is available on the Now Mobile app and is supported on iOS and Android devices.\">Shopping Hub Mobile</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/performance-analytics-for-spo.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/performance-analytics-for-spo.html\" class=\"link\" title=\"With this application, you can use a set of pre-configured metrics and dashboards to assess spend, operational efficiency, and team performance across the Sourcing and Procurement Operations product.\">Performance Analytics for Sourcing and Procurement Operations</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/psd-overview.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/psd-overview.html\" class=\"link\" title=\"With the Procurement Case Management application, you can enable your employees to submit procurement cases and access your organization's knowledge base. You can also enable your procurement teams to automate their fulfillment processes so that they can manage and monitor the progress of their tasks.\">Procurement Case Management</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/procurement-specialist-workspace.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/procurement-specialist-workspace.html\" class=\"link\" title=\"As a Procurement Specialist, you can easily complete your actionable tasks within the premises of an enhanced user experience with Source-to-Pay Workspace.\">Source-to-Pay Workspace</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/spo-spend-mgmt.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/spo-spend-mgmt.html\" class=\"link\" title=\"Category management is a strategic procurement approach that involves managing a group of related products or services to maximize value, optimize costs, and enhance supplier relationships. Essentially, it’s the structured management of category taxonomy, ensuring that goods and services are categorized, sourced, and managed efficiently to drive better decision-making and operational efficiency.\">Spend and Savings Management</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/spo-sourcing-pipeline-mgmt.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/spo-sourcing-pipeline-mgmt.html\" class=\"link\" title=\"Sourcing Pipeline Management (sn_spend_pipeline) provides a centralized framework for creating, tracking, and executing sourcing initiatives through pipeline projects. It enhances efficiency through automated workflows, improves visibility into project progress, and simplifies savings tracking and forecasting.\">Sourcing Pipeline Management</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/ai-search-sourcing-procurement-operations.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/ai-search-sourcing-procurement-operations.html\" class=\"link\" title=\"The AI Search application provides a modern consumer-grade search engine for the Service Portal, Employee Center (EC), Mobile, and Virtual Agent.\">AI Search for Sourcing and Procurement Operations</a></li></ul></dd></div><div class=\"col-md-4\"><dt>Related reference</dt><dd><ul><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/purchase-experience-workflow.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/purchase-experience-workflow.html\" class=\"link\" title=\"Sourcing and Purchasing Automation for ShoppingHub includes workflows that help support the user interface purchasing experience for the shopper. These workflows consist of sourcing requests, negotiations, purchase requisitions, contracts, purchase orders, receipts, and invoices.\">Sourcing and Purchasing Automation</a></li></ul></dd></div></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Understanding Punchout PunchOut is a technology that connects a buyer’s eProcurement application directly to their supplier is third-party punchout suppliers’ eCommerce sites PunchOut enables a buyer’s employees to shop on supplier is third-party punchout suppliers’ eCommerce sites, but complete their purchase in their organization’s eProcurement application, where approval workflows can be applied, and spending can be tracked. In level 1 PunchOut, only the search functionality of the PunchOut catalog is available. Upon redirection to the supplier is third-party punchout supplier site, the shopper will be prompted to add items to their cart and then be redirected to ServiceNow to complete the order details. On the other hand, with level 2 PunchOut catalog, the customer can use the search capability of procurement system to search and order products in the PunchOutcatalogue without requiring redirection to the punchout system.	--- title: Understanding Punchout description: "PunchOut is a technology that connects a buyer\u2019s eProcurement application\ \ directly to their supplier is third-party punchout suppliers\u2019 eCommerce sites" keywords: [] breadcrumbs: - Finance and Supply Chain - Sourcing and Procurement Operations - Exploring Sourcing and Procurement Operations --- # Understanding Punchout PunchOut is a technology that connects a buyer’s eProcurement application directly to their supplier is third-party punchout suppliers’ eCommerce sites PunchOut enables a buyer’s employees to shop on supplier is third-party punchout suppliers’ eCommerce sites, but complete their purchase in their organization’s eProcurement application, where approval workflows can be applied, and spending can be tracked. In level 1 PunchOut, only the search functionality of the PunchOut catalog is available. Upon redirection to the supplier is third-party punchout supplier site, the shopper will be prompted to add items to their cart and then be redirected to ServiceNow to complete the order details. On the other hand, with level 2 PunchOut catalog, the customer can use the search capability of procurement system to search and order products in the PunchOutcatalogue without requiring redirection to the punchout system.
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/spo-itam-better-together.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/spo-itam-better-together.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/sourcing-procurement-operations/concept/spo-itam-better-together.html	zurich	Sourcing and Procurement Operations integration with IT Asset Management	The Asset Management Integration for Sourcing and Procurement Operations plugin (com.snc.sn_spend_asset) provides an integration between IT Asset Management (ITAM) and Sourcing and Procurement Operations (SPO) applications, enhancing operational efficiency.	[]	[ "Finance and Supply Chain", "Sourcing and Procurement Operations", "Integrating Sourcing and Procurement Operations with other applications" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/concept/spo-itam-better-together.html" id="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/concept/spo-itam-better-together.html"><body id="spo-itam-better-together"><main role="main"><article role="article" class="dita" id="spo-itam-better-together" aria-labelledby="title_spo-itam-better-together"> <h1 class="title topictitle1" id="title_spo-itam-better-together"><span class="ph">Sourcing and Procurement Operations</span> integration with <span class="ph">IT Asset Management</span></h1> <div class="body conbody"><p class="shortdesc">The Asset Management Integration for Sourcing and Procurement Operations plugin (com.snc.sn_spend_asset) provides an integration between <span class="ph">IT Asset Management</span> (ITAM) and <span class="ph">Sourcing and Procurement Operations</span> (SPO) applications, enhancing operational efficiency.</p> <p class="p">This integration enables asset managers to access Shopping Hub catalog items, including the catalog items without assigned prices, directly within the ITAM workspace. By enabling procurement actions without switching platforms, it streamlines workflows and improves the user experience for asset managers and end users.</p> <section class="section" id="spo-itam-better-together__section_gtn_njh_xfc"><h2 id="d46440e55" class="title sectiontitle">ITAM-SPO better together workflow</h2> <p class="p">The procurement journey begins through an automated inventory stock order or when an end user submits a request for items from the service catalog. The asset manager then evaluates whether the request can be fulfilled by using available local stock, generating transfer orders, or creating purchase orders. After the asset manager identifies the appropriate purchase action, the better together experience begins.</p> <p class="p">The following figure illustrates the ITAM-SPO workflow.</p> <p class="p"><img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/../image/itam-spo-bt-workflow.png?_LANG=enus" class="image" id="spo-itam-better-together__image_rwv_lkh_xfc" alt="ITAM-SPO better together workflow"/></p> </section> <section class="section" id="spo-itam-better-together__section_gmj_sqj_rfc"><h2 id="d46440e74" class="title sectiontitle">Role required for the SPO-ITAM better together feature</h2> <div class="p">The Asset Manager role (sn_spend_asset.spo_shopper) is required to work on assigned requests from the <span class="ph">ITAM</span> workspace by creating sourcing requests or purchase requisitions in <span class="ph">SPO</span>.<div class="note note note_note"><span class="note__title">Note:</span> Additional roles may be required based on the specific asset management product installed.</div></div> </section> <section class="section" id="spo-itam-better-together__section_drp_sqj_rfc"><h2 id="d46440e91" class="title sectiontitle">Plugin dependencies for the SPO-ITAM better together feature</h2> <p class="p">The following are the plugin dependencies that are required to use Asset Management Integration for Sourcing and Procurement Operations (com.snc.sn_spend_asset):</p> <ul class="ul" id="spo-itam-better-together__ul_fj5_wqj_rfc"> <li class="li">Sourcing and Purchasing Automation (com.snc.sn_pr)</li> <li class="li">Procurement (com.snc.procurement)</li> <li class="li">Shopping Hub (com.snc.uib.sn_spend_uib)</li> </ul> <div class="p"> <div class="note note note_note"><span class="note__title">Note:</span> Additional plugins may be required based on the specific asset management product installed.</div> </div> </section> <section class="section" id="spo-itam-better-together__section_npy_nhm_sfc"><h2 id="d46440e118" class="title sectiontitle">Inventory stock orders</h2> <p class="p">Typically, inventory stock orders are automatically submitted based on the stock rules configuration. Stock rules define the conditions under which a specified quantity of an asset is transferred from another stockroom or ordered from a supplier when the inventory in a particular stockroom falls below a defined threshold. For more information, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept//csh" href="https://servicenow-be-prod.servicenow.com/csh?topicname=c_StockRules&version=zurich&pubname=zurich-it-asset-management" class="xref">Stock rules</a>.</p> <p class="p">The following are the prerequisites for creating a stock order via stock rules:</p> <ul class="ul" id="spo-itam-better-together__ul_w33_shm_sfc"> <li class="li">Application: Hardware Asset Management or Enterprise Asset Management</li> <li class="li">Catalog Item: Hardware Inventory Stock Order</li> <li class="li">Category: Asset Lifecycle</li> </ul> <div class="p"> <div class="note note note_note"><span class="note__title">Note:</span> For an inventory stock order, the delivery address and quantity of items are predefined and can’t be modified.</div> </div> </section> <section class="section"><h2 id="d46440e153" class="title sectiontitle">End user requests via Service Catalog for IT assets</h2> <p class="p">An asset manager or end user can manually submit a request. If a user has the Inventory user role, they can purchase more than 10 items. For more information, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept//csh" href="https://servicenow-be-prod.servicenow.com/csh?topicname=create-inventory-stock-order&version=zurich&pubname=zurich-it-asset-management" class="xref">Create an inventory stock order request</a>. If the user is purchasing 10 items or fewer, a general service catalog request works.</p> <p class="p">Requesters can only make requests via service catalog for published and approved models. If an approved model is not available, contact Procurement or IT to request the items, based on your business process. For more information, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept//csh" href="https://servicenow-be-prod.servicenow.com/csh?topicname=t_PublishingModToHrdwreOrSftCat&version=zurich&pubname=zurich-it-asset-management" class="xref">Publish models to the hardware or software catalog</a>.</p> <p class="p">The following are the prerequisites for creating a request for more than 10 items:</p> <ul class="ul" id="spo-itam-better-together__ul_oqk_2w3_yfc"> <li class="li">Application: Hardware Asset Management or Enterprise Asset Management</li> <li class="li">Catalog Item: Hardware or Enterprise Inventory Stock Order</li> <li class="li">Category: Asset Lifecycle<div class="note note note_note"><span class="note__title">Note:</span> For requests of more than 10 items, the delivery address and item quantities are predefined and cannot be modified.</div></li> </ul> <p class="p">The following are the prerequisites for creating a standard end-user request for fewer than 10 items:</p> <ul class="ul" id="spo-itam-better-together__ul_jzg_kw3_yfc"> <li class="li">Application: Software Asset Management, Hardware Asset Management, Enterprise Asset Management, or Base Asset</li> <li class="li">Catalog Item: Standard Hardware, Software, or Enterprise Request</li> <li class="li">Category: Asset Lifecycle</li> </ul> </section> <section class="section" id="spo-itam-better-together__section_ozv_xhf_5fc"><h2 id="d46440e206" class="title sectiontitle">Supported applications and flows in the ITAM-SPO better together feature</h2> <div class="p">The ITAM-SPO better together feature supports the following applications and flows:<dl class="dl"> <dt class="dt dlterm">ITAM applications</dt> <dd class="dd"> <ul class="ul" id="spo-itam-better-together__ul_rrm_zwf_5fc"> <li class="li">Software Asset Management (SAM)</li> <li class="li">Hardware Asset Management (HAM)</li> <li class="li">Enterprise Asset Management (EAM)</li> <li class="li">Base Asset</li> </ul> </dd> <dt class="dt dlterm">ITAM flows covered as part of this better together solution include the following:</dt> <dd class="dd"> <ul class="ul" id="spo-itam-better-together__ul_jry_13f_5fc"> <li class="li">Hardware, Software, and Enterprise Asset Standard Flows</li> <li class="li">Hardware and Enterprise Inventory Stock Orders</li> </ul> </dd> </dl></div> </section> </div> <nav role="navigation"><dt class="ullinks"></dt><dd class="ullinks"><ul class="ullinks"><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/task/spo-itam-submit-requests.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/spo-itam-submit-requests.html">Create Sourcing Request or Purchase Requisition in SPO via ITAM Workspace</a><p class="shortdesc">As an Asset Manager, you can create an SR or PR in <span class="ph">SPO</span> from the ITAM Workspace to fulfill IT and asset requests submitted through <span class="ph">Employee Center</span>.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/itam-spo-receiving-assets.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/itam-spo-receiving-assets.html">Receiving assets in IT Asset Management</a><p class="shortdesc">As part of the Better Together integration, all asset receiving is handled within IT Asset Management (ITAM). When an item is initially received in ITAM, a receipt is automatically generated in SPO in the Pending Submission state.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/itam-spo-asset-creation.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/itam-spo-asset-creation.html">Asset creation process in IT Asset Management</a><p class="shortdesc">In IT Asset Management (ITAM), assets are created when you acknowledge the receipt of the requested items.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/itam-spo-key-consideration.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/itam-spo-key-consideration.html">Considerations for implementing the ITAM-SPO better together flow</a><p class="shortdesc">This section provides information on considerations for implementing the ITAM-SPO better together solution.</p></li></ul></dd></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"><div class="col-md-4"><dt>Related concepts</dt><dd><ul><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/employee-center-integration-psm.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/employee-center-integration-psm.html" class="link" title="As an employee, shopper, or requester, you can view all procurement case types available to you, knowledge articles, open to-dos and purchasing tasks assigned to you, track your requests, and even access your purchases on the Employee Center (EC) portal by integrating Sourcing and Procurement Operations with Employee Center.">Sourcing and Procurement Operations integration with Employee Center</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/psm-integration-third-party-sourcing.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/psm-integration-third-party-sourcing.html" class="link" title="ServiceNow can integrate with third-party sourcing solutions to automate the sourcing process within the Sourcing and Procurement Operations product. A generic, easily configurable sourcing integration framework is provided within Source-to-Pay Integration Framework to enable you to specify the business criteria for triggering an integration. This integration framework can also integrate with multiple third-party sourcing solutions based on different criteria.">Sourcing and Procurement Operations integration with third-party sourcing solutions</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/better-together-with-vrm.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/better-together-with-vrm.html" class="link" title="Leverage relevant supplier risk assessment capabilities by integrating Sourcing and Procurement Operations with Third-party Risk Management.">Sourcing and Procurement Operations integration with Third-party Risk Management</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/integration-psm-ppm.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/integration-psm-ppm.html" class="link" title="Eliminate manual efforts of linking purchase orders to projects by integrating Sourcing and Procurement Operations with Strategic Portfolio Management's Project Management.">Sourcing and Procurement Operations integration with Project Management</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/integration-psm-celonis.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/integration-psm-celonis.html" class="link" title="Identify inefficiencies in your customer business process, understand their business impact, and gain insights into the root causes, by integrating Sourcing and Procurement Operations with Celonis.">Sourcing and Procurement Operations integration with Celonis</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/integration-psm-fsm.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/integration-psm-fsm.html" class="link" title="The Procurement for Field Service Management plugin (com.snc.fsm_psm_mobile) provides an integration between the Field Service Management and Sourcing and Procurement Operations applications.">Sourcing and Procurement Operations integration with Field Service Management</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/integration-spo-cmpro.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/integration-spo-cmpro.html" class="link" title="The Source-to-Pay Operations with Contract Management Pro plugin (com.snc.sn_spend_clm) provides an integration between the Contract Management Pro and Sourcing and Procurement Operations applications.">Source-to-Pay Operations integration with Contract Management Pro</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="integrate/inbound-rest/concept/spendint-api.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/integrate/inbound-rest/concept/spendint-api.html" class="link" title="The Spendint API provides endpoints that push the catalog, price, availability, order, shipment, and invoice information from a third party to the ServiceNow instance. This API is part of the Source-to-Pay Integration Framework application.">Spendint API</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/procurement-file-transfer-framework.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/procurement-file-transfer-framework.html" class="link" title="Procurement File Transfer Framework (PFTF) helps you transfer information between the ServiceNow database and a third-party reseller through a File Transfer Protocol (FTP). You can set up an FTP server for access and transfer of reseller data without any spoke development by the third-party reseller.">Procurement File Transfer Framework</a></li></ul></dd></div><div class="col-md-4"><dt>Related reference</dt><dd><ul><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/erp-source-val-spo-objects.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/erp-source-val-spo-objects.html" class="link" title="Sourcing and Procurement Operations supports multi-ERP integration that enables you to use different ERP systems for different regions or lines of business, as required.">ERP source validation on Sourcing and Procurement Operations objects</a></li></ul></dd></div></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Sourcing and Procurement Operations", "topic_id": "product/sourcing-procurement-operations/concept/psm-overview.html" }, { "title": "Integrating Sourcing and Procurement Operations with other applications", "topic_id": "product/sourcing-procurement-operations/concept/integrating-spo.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations\">Zurich Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/finance-supply-chain-landing.html\">Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/psm-overview.html\">Sourcing and Procurement Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/integrating-spo.html\">Integrating Sourcing and Procurement Operations with other applications</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">Sourcing and Procurement Operations integration with IT Asset Management</span>", "bundle_id": "zurich-source-to-pay-operations", "bundle_key": 2735, "bundle_landing_page": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html", "bundle_subtitle": null, "bundle_title": "Zurich Finance and Supply Chain", "canonical_link": null, "dates": { "Added on": "2025-08-05T13:11:54.216332Z", "Created on": "2025-06-16T00:00:00Z", "Initial upload": "2025-07-30T22:25:52.095402Z", "Updated on": "2025-07-31T00:00:00Z" }, "dislike_url": "https://servicenow-be-prod.servicenow.com/dislike/55688443", "dislikes": 0, "es_archived_content": false, "is_in_fav": false, "is_liked": null, "is_watched": false, "keywords": [ " zurich zurich" ], "labels": [ { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "zurich", "navtitle": "Zurich", "outputclasses": [], "subjectHeadId": "versions", "subjectheadNavtitle": "Versions", "visibility": "show-facet" }, { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "spoo", "navtitle": "Sourcing and Procurement Operations", "outputclasses": [], "subjectHeadId": "products", "subjectheadNavtitle": "Products", "visibility": "show-facet" } ], "labels_text": "Versions > Zurich; Products > Finance and Supply Chain > Sourcing and Procurement Operations", "like_url": "https://servicenow-be-prod.servicenow.com/like/55688443", "likes": 0, "metadata": { "AI Search": null, "AI Search Assist": null, "Application Insights": null, "Capabilities": null, "Code Signing": null, "Contextual Search": null, "DC.contributor": null, "DC.coverage": null, "DC.creator": "ServiceNow", "DC.date.created": "2025-06-16T16:16:08+05:30", "DC.date.modified": "2025-07-31", "DC.format": "HTML5", "DC.identifier": "spo-itam-better-together", "DC.language": null, "DC.relation": "../../../product/sourcing-procurement-operations/concept/integrating-spo.html", "DC.rights.owner": "(C) Copyright 2025", "DC.subject": null, "DC.type": "concept", "Data Discovery": null, "Data Policy": null, "Data Privacy": null, "Discovery": null, "External Content for AI Search": null, "Field Administration": null, "Field Normalization": null, "Key Management Framework": null, "Localization Framework": null, "Now Platform": null, "PlatSec": null, "Platform": null, "Platform Administration": null, "Platform Performance": null, "Platform Privacy": null, "Proactive Triggers": null, "Process Optimization": null, "RN doc editing record number": null, "Search Administration": null, "Secrets Management": null, "ServiceNow AI Platform": null, "State Model": null, "Subscription Management": null, "Task Communications Management": null, "Timeline Visualizations": null, "User Administration": null, "User Experience Analytics": null, "Zing": null, "ai-now-assist": null, "app-name": null, "app_route": null, "azureapimanagemen": null, "change-completed": null, "change-item": null, "change-request-id": null, "change-request-reference": null, "com.glide.embedded_help.category": null, "component": null, "copyright": "(C) Copyright 2025", "crossroads": null, "data": null, "description": "The Asset Management Integration for Sourcing and Procurement Operations plugin (com.snc.sn_spend_asset) provides an integration between IT Asset Management (ITAM) and Sourcing and Procurement Operations (SPO) applications, enhancing operational efficiency.", "dominant_bundle": null, "erp-canvas-video": null, "fsm-mobile": null, "fsm-route": null, "fsm-sched-opt": null, "fsm-wrk-order": null, "genai-round-7": null, "generator": "DITA-OT", "glossPartOfSpeech": null, "glossStatus": null, "guided setup": null, "guided tours": null, "keywords": null, "min-toc": null, "mini": null, "mini-to truec": null, "mini-toc": "yes", "mini_toc": null, "minitoc": null, "modification": null, "now-assist-app-gen-video": null, "order": null, "page-type": null, "page-type ": null, "prodname": null, "product": null, "product_name": null, "release": null, "resourceID": null, "roles": null, "route_page": null, "route_params_listId": null, "route_params_table": null, "route_params_type": null, "route_type": null, "setconfigurationproperties": null, "topic": null, "translation-type": "source", "version": null, "workflow": "Creator", "workplace-srvc-delvry-ditamap": null }, "page_id": "product/sourcing-procurement-operations/concept/spo-itam-better-together.html", "page_key": 55688443, "preprocessed_PDF": "https://downloads.docs.servicenow.com/pdf/enus/servicenow-yokohama-source-to-pay-operations-enus.pdf", "rating": null, "read_time_data": { "char_count": 5188, "img_count": 1, "read_time": 3, "video_links": [ "" ], "word_count": 742 }, "related_links": [ { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "As an employee, shopper, or requester, you can view all procurement case types available to you, knowledge articles, open to-dos and purchasing tasks assigned to you, track your requests, and even access your purchases on the Employee Center (EC) portal by integrating Sourcing and Procurement Operations with Employee Center.", "title": "Sourcing and Procurement Operations integration with Employee Center", "topic": "/product/sourcing-procurement-operations/concept/employee-center-integration-psm.html", "type": "concept", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "ServiceNow can integrate with third-party sourcing solutions to automate the sourcing process within the Sourcing and Procurement Operations product. A generic, easily configurable sourcing integration framework is provided within Source-to-Pay Integration Framework to enable you to specify the business criteria for triggering an integration. This integration framework can also integrate with multiple third-party sourcing solutions based on different criteria.", "title": "Sourcing and Procurement Operations integration with third-party sourcing solutions", "topic": "/product/sourcing-procurement-operations/concept/psm-integration-third-party-sourcing.html", "type": "concept", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "Leverage relevant supplier risk assessment capabilities by integrating Sourcing and Procurement Operations with Third-party Risk Management.", "title": "Sourcing and Procurement Operations integration with Third-party Risk Management", "topic": "/product/sourcing-procurement-operations/concept/better-together-with-vrm.html", "type": "concept", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "Eliminate manual efforts of linking purchase orders to projects by integrating Sourcing and Procurement Operations with Strategic Portfolio Management's Project Management.", "title": "Sourcing and Procurement Operations integration with Project Management", "topic": "/product/sourcing-procurement-operations/concept/integration-psm-ppm.html", "type": "concept", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "Identify inefficiencies in your customer business process, understand their business impact, and gain insights into the root causes, by integrating Sourcing and Procurement Operations with Celonis.", "title": "Sourcing and Procurement Operations integration with Celonis", "topic": "/product/sourcing-procurement-operations/concept/integration-psm-celonis.html", "type": "concept", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "The Procurement for Field Service Management plugin (com.snc.fsm_psm_mobile) provides an integration between the Field Service Management and Sourcing and Procurement Operations applications.", "title": "Sourcing and Procurement Operations integration with Field Service Management", "topic": "/product/sourcing-procurement-operations/concept/integration-psm-fsm.html", "type": "concept", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "The Source-to-Pay Operations with Contract Management Pro plugin (com.snc.sn_spend_clm) provides an integration between the Contract Management Pro and Sourcing and Procurement Operations applications.", "title": "Source-to-Pay Operations integration with Contract Management Pro", "topic": "/product/sourcing-procurement-operations/concept/integration-spo-cmpro.html", "type": "concept", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "Sourcing and Procurement Operations supports multi-ERP integration that enables you to use different ERP systems for different regions or lines of business, as required.", "title": "ERP source validation on Sourcing and Procurement Operations objects", "topic": "/product/sourcing-procurement-operations/reference/erp-source-val-spo-objects.html", "type": "reference", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "The Spendint API provides endpoints that push the catalog, price, availability, order, shipment, and invoice information from a third party to the ServiceNow instance. This API is part of the Source-to-Pay Integration Framework application.", "title": "Spendint API", "topic": "/integrate/inbound-rest/concept/spendint-api.html", "type": "concept", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "Procurement File Transfer Framework (PFTF) helps you transfer information between the ServiceNow database and a third-party reseller through a File Transfer Protocol (FTP). You can set up an FTP server for access and transfer of reseller data without any spoke development by the third-party reseller.", "title": "Procurement File Transfer Framework", "topic": "/product/sourcing-procurement-operations/concept/procurement-file-transfer-framework.html", "type": "concept", "url": null } ], "search_title": null, "title": "Sourcing and Procurement Operations integration with IT Asset Management", "topic_cluster": { "clustered_by": { "enabled": true, "primary_key": "versions", "primary_sort": "top-down", "type": "subjecthead" }, "clustered_labels": [ "versions" ], "clustered_topics": [], "clustering_title": "Zurich" }, "topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/concept/spo-itam-better-together.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/concept/spo-itam-better-together.html\"><body id=\"spo-itam-better-together\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"spo-itam-better-together\" aria-labelledby=\"title_spo-itam-better-together\">\n <h1 class=\"title topictitle1\" id=\"title_spo-itam-better-together\"><span class=\"ph\">Sourcing and Procurement Operations</span> integration with <span class=\"ph\">IT Asset Management</span></h1>\n \n \n <div class=\"body conbody\"><p class=\"shortdesc\">The Asset Management Integration for Sourcing and Procurement Operations plugin (com.snc.sn_spend_asset) provides an integration between <span class=\"ph\">IT Asset Management</span> (ITAM) and <span class=\"ph\">Sourcing and Procurement Operations</span> (SPO) applications, enhancing operational efficiency.</p>\n <p class=\"p\">This integration enables asset managers to access Shopping Hub catalog items, including the catalog items without assigned prices, directly within the ITAM workspace. By enabling procurement actions without switching platforms, it\n streamlines workflows and improves the user experience for asset managers and end users.</p>\n <section class=\"section\" id=\"spo-itam-better-together__section_gtn_njh_xfc\"><h2 id=\"d46440e55\" class=\"title sectiontitle\">ITAM-SPO better together workflow</h2>\n \n <p class=\"p\">The procurement journey begins through an automated inventory stock order or when an end user submits a request for items from the service catalog. The asset manager then evaluates whether the request can be fulfilled by using\n available local stock, generating transfer orders, or creating purchase orders. After the asset manager identifies the appropriate purchase action, the better together experience begins.</p>\n <p class=\"p\">The following figure illustrates the ITAM-SPO workflow.</p>\n <p class=\"p\"><img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/../image/itam-spo-bt-workflow.png?_LANG=enus\" class=\"image\" id=\"spo-itam-better-together__image_rwv_lkh_xfc\" alt=\"ITAM-SPO better together workflow\"/></p>\n </section>\n <section class=\"section\" id=\"spo-itam-better-together__section_gmj_sqj_rfc\"><h2 id=\"d46440e74\" class=\"title sectiontitle\">Role required for the SPO-ITAM better together feature</h2>\n \n <div class=\"p\">The Asset Manager role (sn_spend_asset.spo_shopper) is required to work on assigned requests from the <span class=\"ph\">ITAM</span> workspace by creating sourcing requests or purchase requisitions in <span class=\"ph\">SPO</span>.<div class=\"note note note_note\"><span class=\"note__title\">Note:</span> Additional roles may be required based on the specific asset management product installed.</div></div>\n </section>\n <section class=\"section\" id=\"spo-itam-better-together__section_drp_sqj_rfc\"><h2 id=\"d46440e91\" class=\"title sectiontitle\">Plugin dependencies for the SPO-ITAM better together feature</h2>\n \n <p class=\"p\">The following are the plugin dependencies that are required to use Asset Management Integration for Sourcing and Procurement Operations (com.snc.sn_spend_asset):</p>\n <ul class=\"ul\" id=\"spo-itam-better-together__ul_fj5_wqj_rfc\">\n <li class=\"li\">Sourcing and Purchasing Automation (com.snc.sn_pr)</li>\n <li class=\"li\">Procurement (com.snc.procurement)</li>\n <li class=\"li\">Shopping Hub (com.snc.uib.sn_spend_uib)</li>\n </ul>\n <div class=\"p\">\n <div class=\"note note note_note\"><span class=\"note__title\">Note:</span> Additional plugins may be required based on the specific asset management product installed.</div>\n </div>\n </section>\n <section class=\"section\" id=\"spo-itam-better-together__section_npy_nhm_sfc\"><h2 id=\"d46440e118\" class=\"title sectiontitle\">Inventory stock orders</h2>\n \n <p class=\"p\">Typically, inventory stock orders are automatically submitted based on the stock rules configuration. Stock rules define the conditions under which a specified quantity of an asset is transferred from another stockroom or ordered from\n a supplier when the inventory in a particular stockroom falls below a defined threshold. For more information, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept//csh\" href=\"https://servicenow-be-prod.servicenow.com/csh?topicname=c_StockRules&version=zurich&pubname=zurich-it-asset-management\" class=\"xref\">Stock rules</a>.</p>\n <p class=\"p\">The following are the prerequisites for creating a stock order via stock rules:</p>\n <ul class=\"ul\" id=\"spo-itam-better-together__ul_w33_shm_sfc\">\n <li class=\"li\">Application: Hardware Asset Management or Enterprise Asset Management</li>\n <li class=\"li\">Catalog Item: Hardware Inventory Stock Order</li>\n <li class=\"li\">Category: Asset Lifecycle</li>\n </ul>\n <div class=\"p\">\n <div class=\"note note note_note\"><span class=\"note__title\">Note:</span> For an inventory stock order, the delivery address and quantity of items are predefined and can’t be modified.</div>\n </div>\n </section>\n <section class=\"section\"><h2 id=\"d46440e153\" class=\"title sectiontitle\">End user requests via Service Catalog for IT assets</h2>\n \n <p class=\"p\">An asset manager or end user can manually submit a request. If a user has the Inventory user role, they can purchase more than 10 items. For more information, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept//csh\" href=\"https://servicenow-be-prod.servicenow.com/csh?topicname=create-inventory-stock-order&version=zurich&pubname=zurich-it-asset-management\" class=\"xref\">Create an inventory stock order request</a>. If the user is purchasing 10 items or fewer, a general service catalog request works.</p>\n <p class=\"p\">Requesters can only make requests via service catalog for published and approved models. If an approved model is not available, contact Procurement or IT to request the items, based on your business process. For more information, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept//csh\" href=\"https://servicenow-be-prod.servicenow.com/csh?topicname=t_PublishingModToHrdwreOrSftCat&version=zurich&pubname=zurich-it-asset-management\" class=\"xref\">Publish models to the hardware or software catalog</a>.</p>\n <p class=\"p\">The following are the prerequisites for creating a request for more than 10 items:</p>\n <ul class=\"ul\" id=\"spo-itam-better-together__ul_oqk_2w3_yfc\">\n <li class=\"li\">Application: Hardware Asset Management or Enterprise Asset Management</li>\n <li class=\"li\">Catalog Item: Hardware or Enterprise Inventory Stock Order</li>\n <li class=\"li\">Category: Asset Lifecycle<div class=\"note note note_note\"><span class=\"note__title\">Note:</span> For requests of more than 10 items, the delivery address and item quantities are predefined and cannot be modified.</div></li>\n </ul>\n <p class=\"p\">The following are the prerequisites for creating a standard end-user request for fewer than 10 items:</p>\n <ul class=\"ul\" id=\"spo-itam-better-together__ul_jzg_kw3_yfc\">\n <li class=\"li\">Application: Software Asset Management, Hardware Asset Management, Enterprise Asset Management, or Base Asset</li>\n <li class=\"li\">Catalog Item: Standard Hardware, Software, or Enterprise Request</li>\n <li class=\"li\">Category: Asset Lifecycle</li>\n </ul>\n </section>\n <section class=\"section\" id=\"spo-itam-better-together__section_ozv_xhf_5fc\"><h2 id=\"d46440e206\" class=\"title sectiontitle\">Supported applications and flows in the ITAM-SPO better together feature</h2>\n \n <div class=\"p\">The ITAM-SPO better together feature supports the following applications and flows:<dl class=\"dl\">\n \n <dt class=\"dt dlterm\">ITAM applications</dt>\n <dd class=\"dd\">\n <ul class=\"ul\" id=\"spo-itam-better-together__ul_rrm_zwf_5fc\">\n <li class=\"li\">Software Asset Management (SAM)</li>\n <li class=\"li\">Hardware Asset Management (HAM)</li>\n <li class=\"li\">Enterprise Asset Management (EAM)</li>\n <li class=\"li\">Base Asset</li>\n </ul>\n </dd>\n \n \n <dt class=\"dt dlterm\">ITAM flows covered as part of this better together solution include the following:</dt>\n <dd class=\"dd\">\n <ul class=\"ul\" id=\"spo-itam-better-together__ul_jry_13f_5fc\">\n <li class=\"li\">Hardware, Software, and Enterprise Asset Standard Flows</li>\n <li class=\"li\">Hardware and Enterprise Inventory Stock Orders</li>\n </ul>\n </dd>\n \n </dl></div>\n </section>\n </div>\n<nav role=\"navigation\"><dt class=\"ullinks\"></dt><dd class=\"ullinks\"><ul class=\"ullinks\"><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/task/spo-itam-submit-requests.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/spo-itam-submit-requests.html\">Create Sourcing Request or Purchase Requisition in SPO via ITAM Workspace</a><p class=\"shortdesc\">As an Asset Manager, you can create an SR or PR in <span class=\"ph\">SPO</span> from the ITAM Workspace to fulfill IT and asset requests submitted through <span class=\"ph\">Employee Center</span>.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/itam-spo-receiving-assets.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/itam-spo-receiving-assets.html\">Receiving assets in IT Asset Management</a><p class=\"shortdesc\">As part of the Better Together integration, all asset receiving is handled within IT Asset Management (ITAM). When an item is initially received in ITAM, a receipt is automatically generated in SPO in the Pending Submission state.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/itam-spo-asset-creation.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/itam-spo-asset-creation.html\">Asset creation process in IT Asset Management</a><p class=\"shortdesc\">In IT Asset Management (ITAM), assets are created when you acknowledge the receipt of the requested items.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/itam-spo-key-consideration.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/itam-spo-key-consideration.html\">Considerations for implementing the ITAM-SPO better together flow</a><p class=\"shortdesc\">This section provides information on considerations for implementing the ITAM-SPO better together solution.</p></li></ul></dd></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"><div class=\"col-md-4\"><dt>Related concepts</dt><dd><ul><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/employee-center-integration-psm.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/employee-center-integration-psm.html\" class=\"link\" title=\"As an employee, shopper, or requester, you can view all procurement case types available to you, knowledge articles, open to-dos and purchasing tasks assigned to you, track your requests, and even access your purchases on the Employee Center (EC) portal by integrating Sourcing and Procurement Operations with Employee Center.\">Sourcing and Procurement Operations integration with Employee Center</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/psm-integration-third-party-sourcing.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/psm-integration-third-party-sourcing.html\" class=\"link\" title=\"ServiceNow can integrate with third-party sourcing solutions to automate the sourcing process within the Sourcing and Procurement Operations product. A generic, easily configurable sourcing integration framework is provided within Source-to-Pay Integration Framework to enable you to specify the business criteria for triggering an integration. This integration framework can also integrate with multiple third-party sourcing solutions based on different criteria.\">Sourcing and Procurement Operations integration with third-party sourcing solutions</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/better-together-with-vrm.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/better-together-with-vrm.html\" class=\"link\" title=\"Leverage relevant supplier risk assessment capabilities by integrating Sourcing and Procurement Operations with Third-party Risk Management.\">Sourcing and Procurement Operations integration with Third-party Risk Management</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/integration-psm-ppm.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/integration-psm-ppm.html\" class=\"link\" title=\"Eliminate manual efforts of linking purchase orders to projects by integrating Sourcing and Procurement Operations with Strategic Portfolio Management's Project Management.\">Sourcing and Procurement Operations integration with Project Management</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/integration-psm-celonis.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/integration-psm-celonis.html\" class=\"link\" title=\"Identify inefficiencies in your customer business process, understand their business impact, and gain insights into the root causes, by integrating Sourcing and Procurement Operations with Celonis.\">Sourcing and Procurement Operations integration with Celonis</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/integration-psm-fsm.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/integration-psm-fsm.html\" class=\"link\" title=\"The Procurement for Field Service Management plugin (com.snc.fsm_psm_mobile) provides an integration between the Field Service Management and Sourcing and Procurement Operations applications.\">Sourcing and Procurement Operations integration with Field Service Management</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/integration-spo-cmpro.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/integration-spo-cmpro.html\" class=\"link\" title=\"The Source-to-Pay Operations with Contract Management Pro plugin (com.snc.sn_spend_clm) provides an integration between the Contract Management Pro and Sourcing and Procurement Operations applications.\">Source-to-Pay Operations integration with Contract Management Pro</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"integrate/inbound-rest/concept/spendint-api.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/integrate/inbound-rest/concept/spendint-api.html\" class=\"link\" title=\"The Spendint API provides endpoints that push the catalog, price, availability, order, shipment, and invoice information from a third party to the ServiceNow instance. This API is part of the Source-to-Pay Integration Framework application.\">Spendint API</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/procurement-file-transfer-framework.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/procurement-file-transfer-framework.html\" class=\"link\" title=\"Procurement File Transfer Framework (PFTF) helps you transfer information between the ServiceNow database and a third-party reseller through a File Transfer Protocol (FTP). You can set up an FTP server for access and transfer of reseller data without any spoke development by the third-party reseller.\">Procurement File Transfer Framework</a></li></ul></dd></div><div class=\"col-md-4\"><dt>Related reference</dt><dd><ul><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/erp-source-val-spo-objects.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/erp-source-val-spo-objects.html\" class=\"link\" title=\"Sourcing and Procurement Operations supports multi-ERP integration that enables you to use different ERP systems for different regions or lines of business, as required.\">ERP source validation on Sourcing and Procurement Operations objects</a></li></ul></dd></div></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Sourcing and Procurement Operations integration with IT Asset Management The Asset Management Integration for Sourcing and Procurement Operations plugin (com.snc.sn\_spend\_asset) provides an integration between IT Asset Management (ITAM) and Sourcing and Procurement Operations (SPO) applications, enhancing operational efficiency. This integration enables asset managers to access Shopping Hub catalog items, including the catalog items without assigned prices, directly within the ITAM workspace. By enabling procurement actions without switching platforms, it streamlines workflows and improves the user experience for asset managers and end users. ## ITAM-SPO better together workflow The procurement journey begins through an automated inventory stock order or when an end user submits a request for items from the service catalog. The asset manager then evaluates whether the request can be fulfilled by using available local stock, generating transfer orders, or creating purchase orders. After the asset manager identifies the appropriate purchase action, the better together experience begins. The following figure illustrates the ITAM-SPO workflow. ## Role required for the SPO-ITAM better together feature The Asset Manager role (sn\_spend\_asset.spo\_shopper) is required to work on assigned requests from the ITAM workspace by creating sourcing requests or purchase requisitions in SPO.Note: Additional roles may be required based on the specific asset management product installed. ## Plugin dependencies for the SPO-ITAM better together feature The following are the plugin dependencies that are required to use Asset Management Integration for Sourcing and Procurement Operations (com.snc.sn\_spend\_asset): * Sourcing and Purchasing Automation (com.snc.sn\_pr) * Procurement (com.snc.procurement) * Shopping Hub (com.snc.uib.sn\_spend\_uib) Note: Additional plugins may be required based on the specific asset management product installed. ## Inventory stock orders Typically, inventory stock orders are automatically submitted based on the stock rules configuration. Stock rules define the conditions under which a specified quantity of an asset is transferred from another stockroom or ordered from a supplier when the inventory in a particular stockroom falls below a defined threshold. For more information, see Stock rules. The following are the prerequisites for creating a stock order via stock rules: * Application: Hardware Asset Management or Enterprise Asset Management * Catalog Item: Hardware Inventory Stock Order * Category: Asset Lifecycle Note: For an inventory stock order, the delivery address and quantity of items are predefined and can’t be modified. ## End user requests via Service Catalog for IT assets An asset manager or end user can manually submit a request. If a user has the Inventory user role, they can purchase more than 10 items. For more information, see Create an inventory stock order request. If the user is purchasing 10 items or fewer, a general service catalog request works. Requesters can only make requests via service catalog for published and approved models. If an approved model is not available, contact Procurement or IT to request the items, based on your business process. For more information, see Publish models to the hardware or software catalog. The following are the prerequisites for creating a request for more than 10 items: * Application: Hardware Asset Management or Enterprise Asset Management * Catalog Item: Hardware or Enterprise Inventory Stock Order * Category: Asset LifecycleNote: For requests of more than 10 items, the delivery address and item quantities are predefined and cannot be modified. The following are the prerequisites for creating a standard end-user request for fewer than 10 items: * Application: Software Asset Management, Hardware Asset Management, Enterprise Asset Management, or Base Asset * Catalog Item: Standard Hardware, Software, or Enterprise Request * Category: Asset Lifecycle ## Supported applications and flows in the ITAM-SPO better together feature The ITAM-SPO better together feature supports the following applications and flows: #### ITAM applications * Software Asset Management (SAM) * Hardware Asset Management (HAM) * Enterprise Asset Management (EAM) * Base Asset #### ITAM flows covered as part of this better together solution include the following: * Hardware, Software, and Enterprise Asset Standard Flows * Hardware and Enterprise Inventory Stock Orders	--- title: Sourcing and Procurement Operations integration with IT Asset Management description: The Asset Management Integration for Sourcing and Procurement Operations plugin (com.snc.sn_spend_asset) provides an integration between IT Asset Management (ITAM) and Sourcing and Procurement Operations (SPO) applications, enhancing operational efficiency. keywords: [] breadcrumbs: - Finance and Supply Chain - Sourcing and Procurement Operations - Integrating Sourcing and Procurement Operations with other applications --- # Sourcing and Procurement Operations integration with IT Asset Management The Asset Management Integration for Sourcing and Procurement Operations plugin (com.snc.sn\_spend\_asset) provides an integration between IT Asset Management (ITAM) and Sourcing and Procurement Operations (SPO) applications, enhancing operational efficiency. This integration enables asset managers to access Shopping Hub catalog items, including the catalog items without assigned prices, directly within the ITAM workspace. By enabling procurement actions without switching platforms, it streamlines workflows and improves the user experience for asset managers and end users. ## ITAM-SPO better together workflow The procurement journey begins through an automated inventory stock order or when an end user submits a request for items from the service catalog. The asset manager then evaluates whether the request can be fulfilled by using available local stock, generating transfer orders, or creating purchase orders. After the asset manager identifies the appropriate purchase action, the better together experience begins. The following figure illustrates the ITAM-SPO workflow. ## Role required for the SPO-ITAM better together feature The Asset Manager role (sn\_spend\_asset.spo\_shopper) is required to work on assigned requests from the ITAM workspace by creating sourcing requests or purchase requisitions in SPO.Note: Additional roles may be required based on the specific asset management product installed. ## Plugin dependencies for the SPO-ITAM better together feature The following are the plugin dependencies that are required to use Asset Management Integration for Sourcing and Procurement Operations (com.snc.sn\_spend\_asset): * Sourcing and Purchasing Automation (com.snc.sn\_pr) * Procurement (com.snc.procurement) * Shopping Hub (com.snc.uib.sn\_spend\_uib) Note: Additional plugins may be required based on the specific asset management product installed. ## Inventory stock orders Typically, inventory stock orders are automatically submitted based on the stock rules configuration. Stock rules define the conditions under which a specified quantity of an asset is transferred from another stockroom or ordered from a supplier when the inventory in a particular stockroom falls below a defined threshold. For more information, see Stock rules. The following are the prerequisites for creating a stock order via stock rules: * Application: Hardware Asset Management or Enterprise Asset Management * Catalog Item: Hardware Inventory Stock Order * Category: Asset Lifecycle Note: For an inventory stock order, the delivery address and quantity of items are predefined and can’t be modified. ## End user requests via Service Catalog for IT assets An asset manager or end user can manually submit a request. If a user has the Inventory user role, they can purchase more than 10 items. For more information, see Create an inventory stock order request. If the user is purchasing 10 items or fewer, a general service catalog request works. Requesters can only make requests via service catalog for published and approved models. If an approved model is not available, contact Procurement or IT to request the items, based on your business process. For more information, see Publish models to the hardware or software catalog. The following are the prerequisites for creating a request for more than 10 items: * Application: Hardware Asset Management or Enterprise Asset Management * Catalog Item: Hardware or Enterprise Inventory Stock Order * Category: Asset LifecycleNote: For requests of more than 10 items, the delivery address and item quantities are predefined and cannot be modified. The following are the prerequisites for creating a standard end-user request for fewer than 10 items: * Application: Software Asset Management, Hardware Asset Management, Enterprise Asset Management, or Base Asset * Catalog Item: Standard Hardware, Software, or Enterprise Request * Category: Asset Lifecycle ## Supported applications and flows in the ITAM-SPO better together feature The ITAM-SPO better together feature supports the following applications and flows: #### ITAM applications * Software Asset Management (SAM) * Hardware Asset Management (HAM) * Enterprise Asset Management (EAM) * Base Asset #### ITAM flows covered as part of this better together solution include the following: * Hardware, Software, and Enterprise Asset Standard Flows * Hardware and Enterprise Inventory Stock Orders
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/spo-punchout-connection.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/spo-punchout-connection.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/sourcing-procurement-operations/concept/spo-punchout-connection.html	zurich	Establishing connection between SPO and the supplier punchout system	SPO and the supplier punchout system use PunchOutRequest and PunchOutResponse payloads to establish the connection.	[]	[ "Finance and Supply Chain", "Sourcing and Procurement Operations", "Exploring Sourcing and Procurement Operations", "Understanding Punchout" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/concept/spo-punchout-connection.html" id="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/concept/spo-punchout-connection.html"><body id="spo-punchout-connection"><main role="main"><article role="article" class="dita" id="spo-punchout-connection" aria-labelledby="title_spo-punchout-connection"> <h1 class="title topictitle1" id="title_spo-punchout-connection">Establishing connection between SPO and the supplier punchout system</h1> <div class="body conbody"><p class="shortdesc">SPO and the supplier punchout system use PunchOutRequest and PunchOutResponse payloads to establish the connection.</p> <div class="p">The PunchOut system returns a PunchOutResponse, which contains the start URL for the PunchOut session. The SPO endpoint parses this response and opens the URL in a new tab. This parsing can be implemented using the XML Parser action step.<div class="note note note_note"><span class="note__title">Note:</span> The PunchOutRequest and PunchOutResponse payloads are expected to follow the same structure across all PunchOut systems.</div></div> <p class="p">The following figure illustrates the connection flow:</p> </div> <nav role="navigation"></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Sourcing and Procurement Operations", "topic_id": "product/sourcing-procurement-operations/concept/psm-overview.html" }, { "title": "Exploring Sourcing and Procurement Operations", "topic_id": "product/sourcing-procurement-operations/concept/exploring-spo.html" }, { "title": "Understanding Punchout", "topic_id": "product/sourcing-procurement-operations/concept/punchout-overview.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations\">Zurich Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/finance-supply-chain-landing.html\">Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/psm-overview.html\">Sourcing and Procurement Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/exploring-spo.html\">Exploring Sourcing and Procurement Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/punchout-overview.html\">Understanding Punchout</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">Establishing connection between SPO and the supplier punchout system</span>", "bundle_id": "zurich-source-to-pay-operations", "bundle_key": 2735, "bundle_landing_page": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html", "bundle_subtitle": null, "bundle_title": "Zurich Finance and Supply Chain", "canonical_link": null, "dates": { "Added on": "2025-08-05T13:11:54.216332Z", "Created on": "2025-07-23T00:00:00Z", "Initial upload": "2025-07-30T22:25:52.095402Z", "Updated on": "2025-07-31T00:00:00Z" }, "dislike_url": "https://servicenow-be-prod.servicenow.com/dislike/55688445", "dislikes": 0, "es_archived_content": false, "is_in_fav": false, "is_liked": null, "is_watched": false, "keywords": [ " zurich zurich" ], "labels": [ { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "zurich", "navtitle": "Zurich", "outputclasses": [], "subjectHeadId": "versions", "subjectheadNavtitle": "Versions", "visibility": "show-facet" }, { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "spoo", "navtitle": "Sourcing and Procurement Operations", "outputclasses": [], "subjectHeadId": "products", "subjectheadNavtitle": "Products", "visibility": "show-facet" } ], "labels_text": "Versions > Zurich; 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The SPO endpoint parses this response and opens the URL in a new tab. This parsing can be implemented using the XML Parser action\n step.<div class=\"note note note_note\"><span class=\"note__title\">Note:</span> The PunchOutRequest and PunchOutResponse payloads are expected to follow the same structure across all PunchOut systems.</div></div>\n <p class=\"p\">The following figure illustrates the connection flow:</p>\n </div>\n<nav role=\"navigation\"></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Establishing connection between SPO and the supplier punchout system SPO and the supplier punchout system use PunchOutRequest and PunchOutResponse payloads to establish the connection. The PunchOut system returns a PunchOutResponse, which contains the start URL for the PunchOut session. The SPO endpoint parses this response and opens the URL in a new tab. This parsing can be implemented using the XML Parser action step.Note: The PunchOutRequest and PunchOutResponse payloads are expected to follow the same structure across all PunchOut systems. The following figure illustrates the connection flow:	--- title: Establishing connection between SPO and the supplier punchout system description: SPO and the supplier punchout system use PunchOutRequest and PunchOutResponse payloads to establish the connection. keywords: [] breadcrumbs: - Finance and Supply Chain - Sourcing and Procurement Operations - Exploring Sourcing and Procurement Operations - Understanding Punchout --- # Establishing connection between SPO and the supplier punchout system SPO and the supplier punchout system use PunchOutRequest and PunchOutResponse payloads to establish the connection. The PunchOut system returns a PunchOutResponse, which contains the start URL for the PunchOut session. The SPO endpoint parses this response and opens the URL in a new tab. This parsing can be implemented using the XML Parser action step.Note: The PunchOutRequest and PunchOutResponse payloads are expected to follow the same structure across all PunchOut systems. The following figure illustrates the connection flow:
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/spo-sourcing-pipeline-mgmt.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/spo-sourcing-pipeline-mgmt.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/sourcing-procurement-operations/concept/spo-sourcing-pipeline-mgmt.html	zurich	Sourcing Pipeline Management	Sourcing Pipeline Management (sn_spend_pipeline) provides a centralized framework for creating, tracking, and executing sourcing initiatives through pipeline projects. It enhances efficiency through automated workflows, improves visibility into project progress, and simplifies savings tracking and forecasting.	[]	[ "Finance and Supply Chain", "Sourcing and Procurement Operations", "Exploring Sourcing and Procurement Operations" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/concept/spo-sourcing-pipeline-mgmt.html" id="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/concept/spo-sourcing-pipeline-mgmt.html"><body id="spo-sourcing-pipeline-mgmt"><main role="main"><article role="article" class="dita" id="spo-sourcing-pipeline-mgmt" aria-labelledby="title_spo-sourcing-pipeline-mgmt"> <h1 class="title topictitle1" id="title_spo-sourcing-pipeline-mgmt">Sourcing Pipeline Management</h1> <div class="body conbody"><p class="shortdesc">Sourcing Pipeline Management (sn_spend_pipeline) provides a centralized framework for creating, tracking, and executing sourcing initiatives through pipeline projects. It enhances efficiency through automated workflows, improves visibility into project progress, and simplifies savings tracking and forecasting.</p> <div class="p">Sourcing Managers gain access to a unified pipeline project workspace that consolidates sourcing events, negotiations, and contract management. Each pipeline project includes dedicated tabs for these components, along with UI actions to initiate them directly. All related work, including sourcing requests, is consolidated within the pipeline, providing complete, end-to-end visibility into sourcing activities.<div class="note important note_important"><span class="note__title">Important:</span> Check your entitlements to determine whether you have access to Sourcing Pipeline Management.</div></div> <p class="p">With the pipeline_management_admin role, you can configure the Pipeline project creation rule decision table to automate the creation of pipeline projects. The default pipeline project creation rule automatically creates a pipeline project when the total price of the products being sourced exceeds $250,000. When a sourcing intake request is submitted, a pipeline project is automatically created in the Draft state when the rule conditions are met. The pipeline project is associated with the sourcing request.</p> <p class="p">For more information about using Sourcing Pipeline Management, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/use-pipeline-sourcing-mgmt.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/use-pipeline-sourcing-mgmt.html" class="xref" title="Use Pipeline Sourcing Management to create pipeline projects that capture key financial and opportunity data while providing end-to-end visibility into all sourcing activities.">Using Sourcing Pipeline Management</a>.</p> <section class="section"><h2 id="d109489e60" class="title sectiontitle">Plugin dependencies</h2> <div class="p">The following are the plugin dependencies that are required to use Sourcing Pipeline Management (sn_spend_pipeline).<ul class="ul" id="spo-sourcing-pipeline-mgmt__ul_qcf_tmf_sfc"> <li class="li">Source-to-Pay Common Architecture (sn_shop)</li> <li class="li">Sourcing and Purchasing Automation (sn_pr)</li> <li class="li">Spend and Savings Management (sn_spend_mgmt)</li> </ul></div> </section> <section class="section" id="spo-sourcing-pipeline-mgmt__section_nkp_yhd_wfc"><h2 id="d109489e80" class="title sectiontitle">Viewing pipeline projects in the <span class="ph">Source-to-Pay Workspace</span></h2> <p class="p">You can view pipeline projects by navigating to the <span class="ph uicontrol">Lists</span> tab in the <span class="ph">Source-to-Pay Workspace</span>. Within this tab, pipeline projects are accessible through the <span class="ph uicontrol">Pipeline projects</span> sub-module under both the My work and All work modules. Additionally, you can access them via the <span class="ph uicontrol">Sourcing pipeline: new request</span> submodule under the Review needed module.</p> <p class="p">Fulfillers can view their assigned pipeline projects directly in the Work to review panel on the <span class="ph">Source-to-Pay Workspace</span> landing page. Each pipeline project appears in a dedicated tile.</p> <p class="p">To filter and locate specific pipeline projects, fulfillers can use the All work types filter and select <span class="ph uicontrol">Pipeline project</span> from the drop-down list.</p> <p class="p">Fulfillers can view tasks related to pipeline projects in the Distribution of Work section of the Summary panel on the <span class="ph">Source-to-Pay Workspace</span> workspace landing page. Pipeline projects also appear in the Recently updated section.</p> </section> </div> <nav role="navigation"><dt class="ullinks"></dt><dd class="ullinks"><ul class="ullinks"><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/pipeline-project-creation-rule.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/pipeline-project-creation-rule.html">Pipeline project creation rule for high-value sourcing requests</a><p class="shortdesc">By default, the Pipeline project creation rule decision table is used to create pipeline projects automtatically in Sourcing Pipeline Management.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/automatic-pipeline-creation.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/automatic-pipeline-creation.html">Automatic pipeline project creation via Shopping Hub or Employee Center intake requests</a><p class="shortdesc">When a shopper submits sourcing requests for products, pipeline projects are automatically created, provided the product price meets the budget conditions defined in the decision table.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/pipeline-email-notifications.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/pipeline-email-notifications.html">Email notifications for pipeline projects</a><p class="shortdesc">Sourcing managers receive email notifications when a pipeline project is created automatically, and before its estimated start and end dates.</p></li></ul></dd></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"><div class="col-md-4"><dt>Related concepts</dt><dd><ul><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/my-purchases.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/my-purchases.html" class="link" title="As a shopper, you can view all the purchases made from your shopping account by selecting My purchases from your Shopping Hub profile.">My purchases on Shopping Hub</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/shoppinghub-mobile.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/shoppinghub-mobile.html" class="link" title="The ServiceNow Shopping Hub Mobile app enables you to engage with procurement organizations from a mobile device. Shopping Hub Mobile is available on the Now Mobile app and is supported on iOS and Android devices.">Shopping Hub Mobile</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/performance-analytics-for-spo.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/performance-analytics-for-spo.html" class="link" title="With this application, you can use a set of pre-configured metrics and dashboards to assess spend, operational efficiency, and team performance across the Sourcing and Procurement Operations product.">Performance Analytics for Sourcing and Procurement Operations</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/psd-overview.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/psd-overview.html" class="link" title="With the Procurement Case Management application, you can enable your employees to submit procurement cases and access your organization's knowledge base. You can also enable your procurement teams to automate their fulfillment processes so that they can manage and monitor the progress of their tasks.">Procurement Case Management</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/procurement-specialist-workspace.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/procurement-specialist-workspace.html" class="link" title="As a Procurement Specialist, you can easily complete your actionable tasks within the premises of an enhanced user experience with Source-to-Pay Workspace.">Source-to-Pay Workspace</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/spo-spend-mgmt.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/spo-spend-mgmt.html" class="link" title="Category management is a strategic procurement approach that involves managing a group of related products or services to maximize value, optimize costs, and enhance supplier relationships. Essentially, it’s the structured management of category taxonomy, ensuring that goods and services are categorized, sourced, and managed efficiently to drive better decision-making and operational efficiency.">Spend and Savings Management</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/punchout-overview.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/punchout-overview.html" class="link" title="PunchOut is a technology that connects a buyer’s eProcurement application directly to their supplier is third-party punchout suppliers’ eCommerce sites">Understanding Punchout</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/ai-search-sourcing-procurement-operations.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/ai-search-sourcing-procurement-operations.html" class="link" title="The AI Search application provides a modern consumer-grade search engine for the Service Portal, Employee Center (EC), Mobile, and Virtual Agent.">AI Search for Sourcing and Procurement Operations</a></li></ul></dd></div><div class="col-md-4"><dt>Related reference</dt><dd><ul><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/purchase-experience-workflow.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/purchase-experience-workflow.html" class="link" title="Sourcing and Purchasing Automation for ShoppingHub includes workflows that help support the user interface purchasing experience for the shopper. These workflows consist of sourcing requests, negotiations, purchase requisitions, contracts, purchase orders, receipts, and invoices.">Sourcing and Purchasing Automation</a></li></ul></dd></div></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Sourcing and Procurement Operations", "topic_id": "product/sourcing-procurement-operations/concept/psm-overview.html" }, { "title": "Exploring Sourcing and Procurement Operations", "topic_id": "product/sourcing-procurement-operations/concept/exploring-spo.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations\">Zurich Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/finance-supply-chain-landing.html\">Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/psm-overview.html\">Sourcing and Procurement Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/exploring-spo.html\">Exploring Sourcing and Procurement Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">Sourcing Pipeline Management</span>", "bundle_id": "zurich-source-to-pay-operations", "bundle_key": 2735, "bundle_landing_page": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html", "bundle_subtitle": null, "bundle_title": "Zurich Finance and Supply Chain", "canonical_link": null, "dates": { "Added on": "2025-08-05T13:11:54.216332Z", "Created on": "2025-03-06T00:00:00Z", "Initial upload": "2025-07-30T22:25:52.095402Z", "Updated on": "2025-07-31T00:00:00Z" }, "dislike_url": "https://servicenow-be-prod.servicenow.com/dislike/55688446", "dislikes": 0, "es_archived_content": false, "is_in_fav": false, "is_liked": null, "is_watched": false, "keywords": [ " zurich zurich" ], "labels": [ { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "zurich", "navtitle": "Zurich", "outputclasses": [], "subjectHeadId": "versions", "subjectheadNavtitle": "Versions", "visibility": "show-facet" }, { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "spoo", "navtitle": "Sourcing and Procurement Operations", "outputclasses": [], "subjectHeadId": "products", "subjectheadNavtitle": "Products", "visibility": "show-facet" } ], "labels_text": "Versions > Zurich; 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It enhances efficiency through automated workflows, improves\n visibility into project progress, and simplifies savings tracking and forecasting.</p>\n <div class=\"p\">Sourcing Managers gain access to a unified pipeline project workspace that consolidates sourcing events, negotiations, and contract management. Each pipeline project includes dedicated tabs for these components, along with UI actions\n to initiate them directly. All related work, including sourcing requests, is consolidated within the pipeline, providing complete, end-to-end visibility into sourcing activities.<div class=\"note important note_important\"><span class=\"note__title\">Important:</span> Check your entitlements to determine whether you have access to Sourcing Pipeline Management.</div></div>\n <p class=\"p\">With the pipeline_management_admin role, you can configure the Pipeline project creation rule decision table to automate the creation of pipeline projects. The default pipeline project creation rule automatically creates a pipeline\n project when the total price of the products being sourced exceeds $250,000. When a sourcing intake request is submitted, a pipeline project is automatically created in the Draft state when the rule conditions are met. The pipeline\n project is associated with the sourcing request.</p>\n <p class=\"p\">For more information about using Sourcing Pipeline Management, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/use-pipeline-sourcing-mgmt.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/use-pipeline-sourcing-mgmt.html\" class=\"xref\" title=\"Use Pipeline Sourcing Management to create pipeline projects that capture key financial and opportunity data while providing end-to-end visibility into all sourcing activities.\">Using Sourcing Pipeline Management</a>.</p>\n <section class=\"section\"><h2 id=\"d109489e60\" class=\"title sectiontitle\">Plugin dependencies</h2>\n \n <div class=\"p\">The following are the plugin dependencies that are required to use Sourcing Pipeline Management (sn_spend_pipeline).<ul class=\"ul\" id=\"spo-sourcing-pipeline-mgmt__ul_qcf_tmf_sfc\">\n <li class=\"li\">Source-to-Pay Common Architecture (sn_shop)</li>\n <li class=\"li\">Sourcing and Purchasing Automation (sn_pr)</li>\n <li class=\"li\">Spend and Savings Management (sn_spend_mgmt)</li>\n </ul></div>\n </section>\n <section class=\"section\" id=\"spo-sourcing-pipeline-mgmt__section_nkp_yhd_wfc\"><h2 id=\"d109489e80\" class=\"title sectiontitle\">Viewing pipeline projects in the <span class=\"ph\">Source-to-Pay Workspace</span></h2>\n \n <p class=\"p\">You can view pipeline projects by navigating to the <span class=\"ph uicontrol\">Lists</span> tab in the <span class=\"ph\">Source-to-Pay Workspace</span>. Within this tab, pipeline projects are accessible through the <span class=\"ph uicontrol\">Pipeline projects</span> sub-module under both the My work and All work modules. Additionally, you can\n access them via the <span class=\"ph uicontrol\">Sourcing pipeline: new request</span> submodule under the Review needed module.</p>\n <p class=\"p\">Fulfillers can view their assigned pipeline projects directly in the Work to review panel on the <span class=\"ph\">Source-to-Pay Workspace</span> landing page. Each pipeline project appears in a dedicated tile.</p>\n <p class=\"p\">To filter and locate specific pipeline projects, fulfillers can use the All work types filter and select <span class=\"ph uicontrol\">Pipeline project</span> from the drop-down list.</p>\n <p class=\"p\">Fulfillers can view tasks related to pipeline projects in the Distribution of Work section of the Summary panel on the <span class=\"ph\">Source-to-Pay Workspace</span> workspace landing page. Pipeline projects also appear in the Recently updated section.</p>\n </section>\n </div>\n<nav role=\"navigation\"><dt class=\"ullinks\"></dt><dd class=\"ullinks\"><ul class=\"ullinks\"><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/pipeline-project-creation-rule.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/pipeline-project-creation-rule.html\">Pipeline project creation rule for high-value sourcing requests</a><p class=\"shortdesc\">By default, the Pipeline project creation rule decision table is used to create pipeline projects automtatically in Sourcing Pipeline Management.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/automatic-pipeline-creation.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/automatic-pipeline-creation.html\">Automatic pipeline project creation via Shopping Hub or Employee Center intake requests</a><p class=\"shortdesc\">When a shopper submits sourcing requests for products, pipeline projects are automatically created, provided the product price meets the budget conditions defined in the decision table.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/pipeline-email-notifications.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/pipeline-email-notifications.html\">Email notifications for pipeline projects</a><p class=\"shortdesc\">Sourcing managers receive email notifications when a pipeline project is created automatically, and before its estimated start and end dates.</p></li></ul></dd></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"><div class=\"col-md-4\"><dt>Related concepts</dt><dd><ul><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/my-purchases.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/my-purchases.html\" class=\"link\" title=\"As a shopper, you can view all the purchases made from your shopping account by selecting My purchases from your Shopping Hub profile.\">My purchases on Shopping Hub</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/shoppinghub-mobile.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/shoppinghub-mobile.html\" class=\"link\" title=\"The ServiceNow Shopping Hub Mobile app enables you to engage with procurement organizations from a mobile device. Shopping Hub Mobile is available on the Now Mobile app and is supported on iOS and Android devices.\">Shopping Hub Mobile</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/performance-analytics-for-spo.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/performance-analytics-for-spo.html\" class=\"link\" title=\"With this application, you can use a set of pre-configured metrics and dashboards to assess spend, operational efficiency, and team performance across the Sourcing and Procurement Operations product.\">Performance Analytics for Sourcing and Procurement Operations</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/psd-overview.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/psd-overview.html\" class=\"link\" title=\"With the Procurement Case Management application, you can enable your employees to submit procurement cases and access your organization's knowledge base. You can also enable your procurement teams to automate their fulfillment processes so that they can manage and monitor the progress of their tasks.\">Procurement Case Management</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/procurement-specialist-workspace.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/procurement-specialist-workspace.html\" class=\"link\" title=\"As a Procurement Specialist, you can easily complete your actionable tasks within the premises of an enhanced user experience with Source-to-Pay Workspace.\">Source-to-Pay Workspace</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/spo-spend-mgmt.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/spo-spend-mgmt.html\" class=\"link\" title=\"Category management is a strategic procurement approach that involves managing a group of related products or services to maximize value, optimize costs, and enhance supplier relationships. Essentially, it’s the structured management of category taxonomy, ensuring that goods and services are categorized, sourced, and managed efficiently to drive better decision-making and operational efficiency.\">Spend and Savings Management</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/punchout-overview.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/punchout-overview.html\" class=\"link\" title=\"PunchOut is a technology that connects a buyer’s eProcurement application directly to their supplier is third-party punchout suppliers’ eCommerce sites\">Understanding Punchout</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/ai-search-sourcing-procurement-operations.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/ai-search-sourcing-procurement-operations.html\" class=\"link\" title=\"The AI Search application provides a modern consumer-grade search engine for the Service Portal, Employee Center (EC), Mobile, and Virtual Agent.\">AI Search for Sourcing and Procurement Operations</a></li></ul></dd></div><div class=\"col-md-4\"><dt>Related reference</dt><dd><ul><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/purchase-experience-workflow.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/purchase-experience-workflow.html\" class=\"link\" title=\"Sourcing and Purchasing Automation for ShoppingHub includes workflows that help support the user interface purchasing experience for the shopper. These workflows consist of sourcing requests, negotiations, purchase requisitions, contracts, purchase orders, receipts, and invoices.\">Sourcing and Purchasing Automation</a></li></ul></dd></div></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Sourcing Pipeline Management Sourcing Pipeline Management (sn\_spend\_pipeline) provides a centralized framework for creating, tracking, and executing sourcing initiatives through pipeline projects. It enhances efficiency through automated workflows, improves visibility into project progress, and simplifies savings tracking and forecasting. Sourcing Managers gain access to a unified pipeline project workspace that consolidates sourcing events, negotiations, and contract management. Each pipeline project includes dedicated tabs for these components, along with UI actions to initiate them directly. All related work, including sourcing requests, is consolidated within the pipeline, providing complete, end-to-end visibility into sourcing activities.Important: Check your entitlements to determine whether you have access to Sourcing Pipeline Management. With the pipeline\_management\_admin role, you can configure the Pipeline project creation rule decision table to automate the creation of pipeline projects. The default pipeline project creation rule automatically creates a pipeline project when the total price of the products being sourced exceeds $250,000. When a sourcing intake request is submitted, a pipeline project is automatically created in the Draft state when the rule conditions are met. The pipeline project is associated with the sourcing request. For more information about using Sourcing Pipeline Management, see Using Sourcing Pipeline Management. ## Plugin dependencies The following are the plugin dependencies that are required to use Sourcing Pipeline Management (sn\_spend\_pipeline). * Source-to-Pay Common Architecture (sn\_shop) * Sourcing and Purchasing Automation (sn\_pr) * Spend and Savings Management (sn\_spend\_mgmt) ## Viewing pipeline projects in the Source-to-Pay Workspace You can view pipeline projects by navigating to the Lists tab in the Source-to-Pay Workspace. Within this tab, pipeline projects are accessible through the Pipeline projects sub-module under both the My work and All work modules. Additionally, you can access them via the Sourcing pipeline: new request submodule under the Review needed module. Fulfillers can view their assigned pipeline projects directly in the Work to review panel on the Source-to-Pay Workspace landing page. Each pipeline project appears in a dedicated tile. To filter and locate specific pipeline projects, fulfillers can use the All work types filter and select Pipeline project from the drop-down list. Fulfillers can view tasks related to pipeline projects in the Distribution of Work section of the Summary panel on the Source-to-Pay Workspace workspace landing page. Pipeline projects also appear in the Recently updated section.	--- title: Sourcing Pipeline Management description: Sourcing Pipeline Management (sn_spend_pipeline) provides a centralized framework for creating, tracking, and executing sourcing initiatives through pipeline projects. It enhances efficiency through automated workflows, improves visibility into project progress, and simplifies savings tracking and forecasting. keywords: [] breadcrumbs: - Finance and Supply Chain - Sourcing and Procurement Operations - Exploring Sourcing and Procurement Operations --- # Sourcing Pipeline Management Sourcing Pipeline Management (sn\_spend\_pipeline) provides a centralized framework for creating, tracking, and executing sourcing initiatives through pipeline projects. It enhances efficiency through automated workflows, improves visibility into project progress, and simplifies savings tracking and forecasting. Sourcing Managers gain access to a unified pipeline project workspace that consolidates sourcing events, negotiations, and contract management. Each pipeline project includes dedicated tabs for these components, along with UI actions to initiate them directly. All related work, including sourcing requests, is consolidated within the pipeline, providing complete, end-to-end visibility into sourcing activities.Important: Check your entitlements to determine whether you have access to Sourcing Pipeline Management. With the pipeline\_management\_admin role, you can configure the Pipeline project creation rule decision table to automate the creation of pipeline projects. The default pipeline project creation rule automatically creates a pipeline project when the total price of the products being sourced exceeds $250,000. When a sourcing intake request is submitted, a pipeline project is automatically created in the Draft state when the rule conditions are met. The pipeline project is associated with the sourcing request. For more information about using Sourcing Pipeline Management, see Using Sourcing Pipeline Management. ## Plugin dependencies The following are the plugin dependencies that are required to use Sourcing Pipeline Management (sn\_spend\_pipeline). * Source-to-Pay Common Architecture (sn\_shop) * Sourcing and Purchasing Automation (sn\_pr) * Spend and Savings Management (sn\_spend\_mgmt) ## Viewing pipeline projects in the Source-to-Pay Workspace You can view pipeline projects by navigating to the Lists tab in the Source-to-Pay Workspace. Within this tab, pipeline projects are accessible through the Pipeline projects sub-module under both the My work and All work modules. Additionally, you can access them via the Sourcing pipeline: new request submodule under the Review needed module. Fulfillers can view their assigned pipeline projects directly in the Work to review panel on the Source-to-Pay Workspace landing page. Each pipeline project appears in a dedicated tile. To filter and locate specific pipeline projects, fulfillers can use the All work types filter and select Pipeline project from the drop-down list. Fulfillers can view tasks related to pipeline projects in the Distribution of Work section of the Summary panel on the Source-to-Pay Workspace workspace landing page. Pipeline projects also appear in the Recently updated section.
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/use-pipeline-sourcing-mgmt.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/use-pipeline-sourcing-mgmt.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/sourcing-procurement-operations/concept/use-pipeline-sourcing-mgmt.html	zurich	Using Sourcing Pipeline Management	Use Pipeline Sourcing Management to create pipeline projects that capture key financial and opportunity data while providing end-to-end visibility into all sourcing activities.	[]	[ "Finance and Supply Chain", "Sourcing and Procurement Operations", "Using Sourcing and Procurement Operations" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/concept/use-pipeline-sourcing-mgmt.html" id="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/concept/use-pipeline-sourcing-mgmt.html"><body id="use-pipeline-sourcing-mgmt"><main role="main"><article role="article" class="dita" id="use-pipeline-sourcing-mgmt" aria-labelledby="title_use-pipeline-sourcing-mgmt"> <h1 class="title topictitle1" id="title_use-pipeline-sourcing-mgmt">Using Sourcing Pipeline Management</h1> <div class="body conbody"><p class="shortdesc">Use Pipeline Sourcing Management to create pipeline projects that capture key financial and opportunity data while providing end-to-end visibility into all sourcing activities.</p></div> <nav role="navigation"><dt class="ullinks"></dt><dd class="ullinks"><ul class="ullinks"><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/task/add-pipeline-sourcing-request.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/add-pipeline-sourcing-request.html">Add a pipeline project to a sourcing request</a><p class="shortdesc">Add a pipeline project to a sourcing request to link project details, reduce manual data entry, and track sourcing progress against project timelines.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/task/create-pipeline-manually.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/create-pipeline-manually.html">Create a pipeline project manually</a><p class="shortdesc">Create a pipeline project manually to record project details that are not automatically generated through an intake request.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/task/report-savings-pipeline.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/report-savings-pipeline.html">Report savings when awarding a supplier</a><p class="shortdesc">When awarding a supplier, enter the spend and savings data for the sourcing event associated with the pipeline project.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/task/close-pipeline-project.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/close-pipeline-project.html">Close a pipeline project</a><p class="shortdesc">As a sourcing manager, you can close the pipeline project when all the activities related to the sourcing pipeline project have been completed.</p></li></ul></dd></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"><div class="col-md-4"><dt>Related concepts</dt><dd><ul><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/using-sh-mobile.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/using-sh-mobile.html" class="link" title="The ServiceNow Shopping Hub Mobile app enables you to engage with procurement organizations from a mobile device.">Using Shopping Hub Mobile</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/using-pcm.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/using-pcm.html" class="link" title="With the Procurement Case Management application, you can enable your employees to submit procurement cases and access your organization's knowledge base.">Using Procurement Case Management</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/using-spend-mgmt.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/using-spend-mgmt.html" class="link" title="Use Spend and Savings Management to import and manage your organization's category taxonomy.">Using Spend and Savings Management</a></li></ul></dd></div><div class="col-md-4"><dt>Related reference</dt><dd><ul><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/use-shoppinghub-portal.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/use-shoppinghub-portal.html" class="link" title="Use the Shopping Hub module to request pricing or place an order for products and services. You can also request for products or services that you don’t see in the catalog, revise, replace, or return your ordered products and services, customize your top suppliers, work on your to-dos, and much more.">Using Shopping Hub</a></li></ul></dd></div></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Sourcing and Procurement Operations", "topic_id": "product/sourcing-procurement-operations/concept/psm-overview.html" }, { "title": "Using Sourcing and Procurement Operations", "topic_id": "product/sourcing-procurement-operations/concept/using-spo.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations\">Zurich Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/finance-supply-chain-landing.html\">Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/psm-overview.html\">Sourcing and Procurement Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/using-spo.html\">Using Sourcing and Procurement Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">Using Sourcing Pipeline Management</span>", "bundle_id": "zurich-source-to-pay-operations", "bundle_key": 2735, "bundle_landing_page": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html", "bundle_subtitle": null, "bundle_title": "Zurich Finance and Supply Chain", "canonical_link": null, "dates": { "Added on": "2025-08-05T13:11:54.216332Z", "Created on": "2025-07-03T00:00:00Z", "Initial upload": "2025-07-30T22:25:52.095402Z", "Updated on": "2025-07-31T00:00:00Z" }, "dislike_url": "https://servicenow-be-prod.servicenow.com/dislike/55688451", "dislikes": 0, "es_archived_content": false, "is_in_fav": false, "is_liked": null, "is_watched": false, "keywords": [ " zurich zurich" ], "labels": [ { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "zurich", "navtitle": "Zurich", "outputclasses": [], "subjectHeadId": "versions", "subjectheadNavtitle": "Versions", "visibility": "show-facet" }, { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "spoo", "navtitle": "Sourcing and Procurement Operations", "outputclasses": [], "subjectHeadId": "products", "subjectheadNavtitle": "Products", "visibility": "show-facet" } ], "labels_text": "Versions > Zurich; 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"Using Procurement Case Management", "topic": "/product/sourcing-procurement-operations/concept/using-pcm.html", "type": "concept", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "Use Spend and Savings Management to import and manage your organization's category taxonomy.", "title": "Using Spend and Savings Management", "topic": "/product/sourcing-procurement-operations/concept/using-spend-mgmt.html", "type": "concept", "url": null } ], "search_title": null, "title": "Using Sourcing Pipeline Management", "topic_cluster": { "clustered_by": { "enabled": true, "primary_key": "versions", "primary_sort": "top-down", "type": "subjecthead" }, "clustered_labels": [ "versions" ], "clustered_topics": [], "clustering_title": "Zurich" }, "topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/concept/use-pipeline-sourcing-mgmt.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/concept/use-pipeline-sourcing-mgmt.html\"><body id=\"use-pipeline-sourcing-mgmt\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"use-pipeline-sourcing-mgmt\" aria-labelledby=\"title_use-pipeline-sourcing-mgmt\">\n <h1 class=\"title topictitle1\" id=\"title_use-pipeline-sourcing-mgmt\">Using Sourcing Pipeline Management</h1>\n \n \n <div class=\"body conbody\"><p class=\"shortdesc\">Use Pipeline Sourcing Management to create pipeline projects that capture key financial and opportunity data while providing end-to-end visibility into all sourcing activities.</p></div>\n<nav role=\"navigation\"><dt class=\"ullinks\"></dt><dd class=\"ullinks\"><ul class=\"ullinks\"><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/task/add-pipeline-sourcing-request.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/add-pipeline-sourcing-request.html\">Add a pipeline project to a sourcing request</a><p class=\"shortdesc\">Add a pipeline project to a sourcing request to link project details, reduce manual data entry, and track sourcing progress against project timelines.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/task/create-pipeline-manually.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/create-pipeline-manually.html\">Create a pipeline project manually</a><p class=\"shortdesc\">Create a pipeline project manually to record project details that are not automatically generated through an intake request.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/task/report-savings-pipeline.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/report-savings-pipeline.html\">Report savings when awarding a supplier</a><p class=\"shortdesc\">When awarding a supplier, enter the spend and savings data for the sourcing event associated with the pipeline project.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/task/close-pipeline-project.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/close-pipeline-project.html\">Close a pipeline project</a><p class=\"shortdesc\">As a sourcing manager, you can close the pipeline project when all the activities related to the sourcing pipeline project have been completed.</p></li></ul></dd></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"><div class=\"col-md-4\"><dt>Related concepts</dt><dd><ul><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/using-sh-mobile.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/using-sh-mobile.html\" class=\"link\" title=\"The ServiceNow Shopping Hub Mobile app enables you to engage with procurement organizations from a mobile device.\">Using Shopping Hub Mobile</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/using-pcm.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/using-pcm.html\" class=\"link\" title=\"With the Procurement Case Management application, you can enable your employees to submit procurement cases and access your organization's knowledge base.\">Using Procurement Case Management</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/using-spend-mgmt.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/using-spend-mgmt.html\" class=\"link\" title=\"Use Spend and Savings Management to import and manage your organization's category taxonomy.\">Using Spend and Savings Management</a></li></ul></dd></div><div class=\"col-md-4\"><dt>Related reference</dt><dd><ul><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/use-shoppinghub-portal.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/use-shoppinghub-portal.html\" class=\"link\" title=\"Use the Shopping Hub module to request pricing or place an order for products and services. You can also request for products or services that you don’t see in the catalog, revise, replace, or return your ordered products and services, customize your top suppliers, work on your to-dos, and much more.\">Using Shopping Hub</a></li></ul></dd></div></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Using Sourcing Pipeline Management Use Pipeline Sourcing Management to create pipeline projects that capture key financial and opportunity data while providing end-to-end visibility into all sourcing activities.	--- title: Using Sourcing Pipeline Management description: Use Pipeline Sourcing Management to create pipeline projects that capture key financial and opportunity data while providing end-to-end visibility into all sourcing activities. keywords: [] breadcrumbs: - Finance and Supply Chain - Sourcing and Procurement Operations - Using Sourcing and Procurement Operations --- # Using Sourcing Pipeline Management Use Pipeline Sourcing Management to create pipeline projects that capture key financial and opportunity data while providing end-to-end visibility into all sourcing activities.
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/alerts-messages-email-notifications.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/alerts-messages-email-notifications.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/sourcing-procurement-operations/reference/alerts-messages-email-notifications.html	zurich	Alerts and email notifications from ShoppingHub	Several alerts and email notifications are triggered from ShoppingHub. This may be a result of your action, an assignment for you, or to keep you updated on the status of your purchases, including blanket contracts.	[]	[ "Finance and Supply Chain", "Sourcing and Procurement Operations", "Using Sourcing and Procurement Operations", "Using Shopping Hub" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/reference/alerts-messages-email-notifications.html" id="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/reference/alerts-messages-email-notifications.html"><body id="alerts-messages-email-notifications"><main role="main"><article role="article" class="dita" id="alerts-messages-email-notifications" aria-labelledby="title_alerts-messages-email-notifications"> <h1 class="title topictitle1" id="title_alerts-messages-email-notifications">Alerts and email notifications from ShoppingHub</h1> <div class="body refbody"><p class="shortdesc">Several alerts and email notifications are triggered from ShoppingHub. This may be a result of your action, an assignment for you, or to keep you updated on the status of your purchases, including blanket contracts.</p> <section class="section" id="alerts-messages-email-notifications__section_z55_cg5_zmb"><h2 id="d73817e38" class="title sectiontitle">Alerts</h2> <div class="p">You receive an alert triggered from ShoppingHub when:<ul class="ul" id="alerts-messages-email-notifications__ul_cnf_kg5_zmb"> <li class="li">You switch the user that you’re shopping as in ShoppingHub</li> <li class="li">You switch to shop as someone else's delegate</li> <li class="li">You submit a revision</li> <li class="li">You complete a to-do that isn't an approval</li> <li class="li">You approve a purchase</li> <li class="li">You reject an approval</li> <li class="li">ShoppingHub has a global fail or fails to complete an action, due to server issue</li> </ul></div> </section> <section class="section" id="alerts-messages-email-notifications__section_f3s_kg5_zmb"><h2 id="d73817e71" class="title sectiontitle">Email notifications</h2> <div class="p">ShoppingHub sends out emails in a predefined template and uses flow designer to trigger the different email conditions. You can use the deep links that are provided in the emails to view relevant details. You’re notified through email when:<ul class="ul" id="alerts-messages-email-notifications__ul_g3s_kg5_zmb"> <li class="li">You submit a purchase request, irrespective of approval requirement (for one or multiple purchase lines)</li> <li class="li">You submit a new purchase request from a third-party site.</li> <li class="li">Your delegate submits a purchase request, irrespective of approval requirement (for one or multiple purchase lines)</li> <li class="li">You submit a purchase request, irrespective of approval requirement that is automatically merged with an existing purchase request (for one or multiple purchase lines)</li> <li class="li">A purchase request that triggers an approval rule, is submitted, and you’re assigned as an approver for that purchase.<div class="note note note_note"><span class="note__title">Note:</span> As an approver, you can approve the purchase from the email itself. For details, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/approval-email-notifications-template.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/approval-email-notifications-template.html" class="xref" title="Email notifications are triggered for new, due soon, and overdue approval to-dos in configurable templates. As an approver, you can review the details and approve the purchase requests directly from the email notifications.">Approval email notification templates</a>.</div></li> <li class="li">An approver requests clarifications on your purchase request</li> <li class="li">An approver requests clarifications on your sourcing request</li> <li class="li">You respond to clarification requests on your purchase request</li> <li class="li">You respond to clarification requests on your sourcing request</li> <li class="li">A purchase is manually merged with an existing purchase, irrespective of approval requirement</li> <li class="li">A merged purchase is approved, partially approved, or rejected</li> <li class="li">You submit a sourcing request</li> <li class="li">Your delegate submits a sourcing request</li> <li class="li">Your purchase is approved, partially approved, or rejected and canceled</li> <li class="li">Your sourcing request is approved, partially approved, or rejected</li> <li class="li">You initiate or submit a purchase revision, irrespective of approval requirement</li> <li class="li">Your purchase revision is confirmed, approved, rejected, or canceled</li> <li class="li">There are any price or quantity changes during purchase order confirmation</li> <li class="li">There are any rejections for any purchase order lines that could not be fulfilled during purchase order confirmation</li> <li class="li">Your purchase is ordered from a supplier</li> <li class="li">Purchasing permissions are added for you on a blanket purchase order (for one or multiple purchase lines)</li> <li class="li">A blanket purchase order, for which you have purchasing permissions, is created or open (for one or multiple purchase lines)</li> <li class="li">Seven days are left for a blanket purchase order contract to expire (for one or multiple purchase lines)</li> <li class="li">20% budget is left on a blanket purchase order (for one or multiple purchase lines)</li> <li class="li">No budget is left on a blanket purchase order (for one or multiple purchase lines)</li> <li class="li">A blanket purchase order is closed (for one or multiple purchase lines)</li> <li class="li">You’re assigned as a delegate</li> <li class="li">You’re no longer assigned as a delegate</li> <li class="li">An item is removed from your cart or Purchase later section</li> <li class="li">You receive a delivery</li> <li class="li">A purchasing task is assigned to you</li> <li class="li">A breached approval review task is assigned to you</li> <li class="li">You’re mentioned in an activity stream</li> <li class="li">A new to-do is created and assigned to you</li> <li class="li">A to-do assigned to you is due today or overdue</li> <li class="li">A confirm receipt to-do is assigned to you</li> <li class="li">A confirm milestone to-do is assigned to you</li> <li class="li">A to-do requesting you to provide more information is assigned to you</li> <li class="li">A select supplier to-do is assigned to you</li> <li class="li">An invoice approval to-do is assigned to you</li> <li class="li">A purchase approval to-do is assigned to you</li> <li class="li">A purchase approval to-do is updated or canceled</li> <li class="li">An approval to-do is assigned to you as a result of a revision or merge reassessment</li> <li class="li" id="alerts-messages-email-notifications__awaiting_acceptance_email_notification">A procurement case state automatically changes to <span class="ph uicontrol">Awaiting Acceptance</span><div class="note note note_note"><span class="note__title">Note:</span> The requestor gets an email notification with options to accept or reject the case resolution within a set time. The admin can set this time limit by navigating to <span class="ph menucascade"><span class="ph uicontrol">All > Finance Common > S2P Custom Configuration > Case resolution acceptance config</span></span> and updating the <code class="ph codeph">auto_close_in_days</code> value to an integer greater than 1 in the <span class="ph uicontrol">Script</span> column. To turn off the email notifications, the admin can set the <code class="ph codeph">email_acceptance</code> value to <span class="ph uicontrol">False</span>. The requestor can also respond directly in the Employee Center by clicking <span class="ph uicontrol">View case details</span>. For more information on procurement case states and approve request from Employee Center, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/purchasing-tasks.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/purchasing-tasks.html#purchasing-tasks__awaiting_acceptance_case_state" class="xref">Procurement case states</a> and <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/task/approve-request-from-employee-center.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/approve-request-from-employee-center.html" class="xref" title="Approve, reject, or request clarification on open purchase requisition lines and sourcing requests that are assigned to you, directly from Employee Center.">Approve a request from Employee Center</a>.</div></li> </ul></div> <p class="p">You can adjust the email trigger conditions and content in flow designer or email scripts, if necessary. You can also choose to fetch and use other details that aren’t displayed in the email by default, such as order type for purchase requisitions, product type or request type for sourcing requests, and so on. For detailed information on email templates and how to work with them, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference//csh" href="https://servicenow-be-prod.servicenow.com/csh?topicname=c_EmailTemplates&version=zurich&pubname=zurich-platform-administration" class="xref">Email templates</a>. You can also configure the email layout, and change the background color or font color, for example. The html field in the email layout record must be modified to achieve this. For detailed information on email layouts and how to work with them, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference//csh" href="https://servicenow-be-prod.servicenow.com/csh?topicname=email-layouts&version=zurich&pubname=zurich-platform-administration" class="xref">Email layouts</a>.</p> </section> </div> <nav role="navigation"></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Sourcing and Procurement Operations", "topic_id": "product/sourcing-procurement-operations/concept/psm-overview.html" }, { "title": "Using Sourcing and Procurement Operations", "topic_id": "product/sourcing-procurement-operations/concept/using-spo.html" }, { "title": "Using Shopping Hub", "topic_id": "product/sourcing-procurement-operations/reference/use-shoppinghub-portal.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations\">Zurich Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/finance-supply-chain-landing.html\">Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/psm-overview.html\">Sourcing and Procurement Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/using-spo.html\">Using Sourcing and Procurement Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/use-shoppinghub-portal.html\">Using Shopping Hub</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">Alerts and email notifications from ShoppingHub</span>", "bundle_id": "zurich-source-to-pay-operations", "bundle_key": 2735, "bundle_landing_page": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html", "bundle_subtitle": null, "bundle_title": "Zurich Finance and Supply Chain", "canonical_link": null, "dates": { "Added on": "2025-08-05T13:11:54.216332Z", "Created on": "2023-08-03T00:00:00Z", "Initial upload": "2025-07-30T22:25:52.095402Z", "Updated on": "2025-07-31T00:00:00Z" }, "dislike_url": "https://servicenow-be-prod.servicenow.com/dislike/55688460", "dislikes": 0, "es_archived_content": false, "is_in_fav": false, "is_liked": null, "is_watched": false, "keywords": [ " zurich zurich" ], "labels": [ { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "zurich", "navtitle": "Zurich", "outputclasses": [], "subjectHeadId": "versions", "subjectheadNavtitle": "Versions", "visibility": "show-facet" }, { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "spoo", "navtitle": "Sourcing and Procurement Operations", "outputclasses": [], "subjectHeadId": "products", "subjectheadNavtitle": "Products", "visibility": "show-facet" } ], "labels_text": "Versions > Zurich; 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This may be a\n result of your action, an assignment for you, or to keep you updated on the status of your\n purchases, including blanket contracts.</p>\n <section class=\"section\" id=\"alerts-messages-email-notifications__section_z55_cg5_zmb\"><h2 id=\"d73817e38\" class=\"title sectiontitle\">Alerts</h2>\n \n <div class=\"p\">You receive an alert triggered from ShoppingHub when:<ul class=\"ul\" id=\"alerts-messages-email-notifications__ul_cnf_kg5_zmb\">\n <li class=\"li\">You switch the user that you’re shopping as in ShoppingHub</li>\n <li class=\"li\">You switch to shop as someone else's delegate</li>\n <li class=\"li\">You submit a revision</li>\n <li class=\"li\">You complete a to-do that isn't an approval</li>\n <li class=\"li\">You approve a purchase</li>\n <li class=\"li\">You reject an approval</li>\n <li class=\"li\">ShoppingHub has a global fail or fails to complete an action, due to server issue</li>\n </ul></div>\n </section>\n <section class=\"section\" id=\"alerts-messages-email-notifications__section_f3s_kg5_zmb\"><h2 id=\"d73817e71\" class=\"title sectiontitle\">Email notifications</h2>\n \n <div class=\"p\">ShoppingHub sends out emails in a predefined template and uses flow designer to trigger the different email conditions. You can use the deep links that are provided in the emails to view relevant details. You’re notified through\n email when:<ul class=\"ul\" id=\"alerts-messages-email-notifications__ul_g3s_kg5_zmb\">\n <li class=\"li\">You submit a purchase request, irrespective of approval requirement (for one or multiple purchase lines)</li>\n <li class=\"li\">You submit a new purchase request from a third-party site.</li>\n <li class=\"li\">Your delegate submits a purchase request, irrespective of approval requirement (for one or multiple purchase lines)</li>\n <li class=\"li\">You submit a purchase request, irrespective of approval requirement that is automatically merged with an existing purchase request (for one or multiple purchase lines)</li>\n <li class=\"li\">A purchase request that triggers an approval rule, is submitted, and you’re assigned as an approver for that purchase.<div class=\"note note note_note\"><span class=\"note__title\">Note:</span> As an approver, you can approve the purchase from the email itself. For details, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/approval-email-notifications-template.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/approval-email-notifications-template.html\" class=\"xref\" title=\"Email notifications are triggered for new, due soon, and overdue approval to-dos in configurable templates. As an approver, you can review the details and approve the purchase requests directly from the email notifications.\">Approval email notification templates</a>.</div></li>\n <li class=\"li\">An approver requests clarifications on your purchase request</li>\n <li class=\"li\">An approver requests clarifications on your sourcing request</li>\n <li class=\"li\">You respond to clarification requests on your purchase request</li>\n <li class=\"li\">You respond to clarification requests on your sourcing request</li>\n <li class=\"li\">A purchase is manually merged with an existing purchase, irrespective of approval requirement</li>\n <li class=\"li\">A merged purchase is approved, partially approved, or rejected</li>\n <li class=\"li\">You submit a sourcing request</li>\n <li class=\"li\">Your delegate submits a sourcing request</li>\n <li class=\"li\">Your purchase is approved, partially approved, or rejected and canceled</li>\n <li class=\"li\">Your sourcing request is approved, partially approved, or rejected</li>\n <li class=\"li\">You initiate or submit a purchase revision, irrespective of approval requirement</li>\n <li class=\"li\">Your purchase revision is confirmed, approved, rejected, or canceled</li>\n <li class=\"li\">There are any price or quantity changes during purchase order confirmation</li>\n <li class=\"li\">There are any rejections for any purchase order lines that could not be fulfilled during purchase order confirmation</li>\n <li class=\"li\">Your purchase is ordered from a supplier</li>\n <li class=\"li\">Purchasing permissions are added for you on a blanket purchase order (for one or multiple purchase lines)</li>\n <li class=\"li\">A blanket purchase order, for which you have purchasing permissions, is created or open (for one or multiple purchase lines)</li>\n <li class=\"li\">Seven days are left for a blanket purchase order contract to expire (for one or multiple purchase lines)</li>\n <li class=\"li\">20% budget is left on a blanket purchase order (for one or multiple purchase lines)</li>\n <li class=\"li\">No budget is left on a blanket purchase order (for one or multiple purchase lines)</li>\n <li class=\"li\">A blanket purchase order is closed (for one or multiple purchase lines)</li>\n <li class=\"li\">You’re assigned as a delegate</li>\n <li class=\"li\">You’re no longer assigned as a delegate</li>\n <li class=\"li\">An item is removed from your cart or Purchase later section</li>\n <li class=\"li\">You receive a delivery</li>\n <li class=\"li\">A purchasing task is assigned to you</li>\n <li class=\"li\">A breached approval review task is assigned to you</li>\n <li class=\"li\">You’re mentioned in an activity stream</li>\n <li class=\"li\">A new to-do is created and assigned to you</li>\n <li class=\"li\">A to-do assigned to you is due today or overdue</li>\n <li class=\"li\">A confirm receipt to-do is assigned to you</li>\n <li class=\"li\">A confirm milestone to-do is assigned to you</li>\n <li class=\"li\">A to-do requesting you to provide more information is assigned to you</li>\n <li class=\"li\">A select supplier to-do is assigned to you</li>\n <li class=\"li\">An invoice approval to-do is assigned to you</li>\n <li class=\"li\">A purchase approval to-do is assigned to you</li>\n <li class=\"li\">A purchase approval to-do is updated or canceled</li>\n <li class=\"li\">An approval to-do is assigned to you as a result of a revision or merge reassessment</li>\n <li class=\"li\" id=\"alerts-messages-email-notifications__awaiting_acceptance_email_notification\">A procurement case state automatically changes to <span class=\"ph uicontrol\">Awaiting Acceptance</span><div class=\"note note note_note\"><span class=\"note__title\">Note:</span> The requestor gets an email notification with options to accept or reject the\n case resolution within a set time. The admin can set this time limit by navigating to <span class=\"ph menucascade\"><span class=\"ph uicontrol\">All > Finance Common > S2P Custom Configuration > Case resolution acceptance config</span></span> and updating the <code class=\"ph codeph\">auto_close_in_days</code> value to an integer greater than 1 in the <span class=\"ph uicontrol\">Script</span> column. To turn off the email notifications, the admin can set the\n <code class=\"ph codeph\">email_acceptance</code> value to <span class=\"ph uicontrol\">False</span>. The requestor can also respond directly in the Employee Center by clicking <span class=\"ph uicontrol\">View case details</span>. For more information on\n procurement case states and approve request from Employee Center, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/purchasing-tasks.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/purchasing-tasks.html#purchasing-tasks__awaiting_acceptance_case_state\" class=\"xref\">Procurement case states</a> and <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/task/approve-request-from-employee-center.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/approve-request-from-employee-center.html\" class=\"xref\" title=\"Approve, reject, or request clarification on open purchase requisition lines and sourcing requests that are assigned to you, directly from Employee Center.\">Approve a request from Employee Center</a>.</div></li>\n </ul></div>\n <p class=\"p\">You can adjust the email trigger conditions and content in flow designer or email scripts, if necessary. You can also choose to fetch and use other details that aren’t displayed in the email by default, such as order type for\n purchase requisitions, product type or request type for sourcing requests, and so on. For detailed information on email templates and how to work with them, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference//csh\" href=\"https://servicenow-be-prod.servicenow.com/csh?topicname=c_EmailTemplates&version=zurich&pubname=zurich-platform-administration\" class=\"xref\">Email templates</a>. You can also configure the email layout, and change the background color or font color, for example. The html field in the email layout record must be modified to achieve this. For\n detailed information on email layouts and how to work with them, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference//csh\" href=\"https://servicenow-be-prod.servicenow.com/csh?topicname=email-layouts&version=zurich&pubname=zurich-platform-administration\" class=\"xref\">Email layouts</a>.</p>\n </section>\n </div>\n<nav role=\"navigation\"></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Alerts and email notifications from ShoppingHub Several alerts and email notifications are triggered from ShoppingHub. This may be a result of your action, an assignment for you, or to keep you updated on the status of your purchases, including blanket contracts. ## Alerts You receive an alert triggered from ShoppingHub when: * You switch the user that you’re shopping as in ShoppingHub * You switch to shop as someone else's delegate * You submit a revision * You complete a to-do that isn't an approval * You approve a purchase * You reject an approval * ShoppingHub has a global fail or fails to complete an action, due to server issue ## Email notifications ShoppingHub sends out emails in a predefined template and uses flow designer to trigger the different email conditions. You can use the deep links that are provided in the emails to view relevant details. You’re notified through email when: * You submit a purchase request, irrespective of approval requirement (for one or multiple purchase lines) * You submit a new purchase request from a third-party site. * Your delegate submits a purchase request, irrespective of approval requirement (for one or multiple purchase lines) * You submit a purchase request, irrespective of approval requirement that is automatically merged with an existing purchase request (for one or multiple purchase lines) * A purchase request that triggers an approval rule, is submitted, and you’re assigned as an approver for that purchase.Note: As an approver, you can approve the purchase from the email itself. For details, see Approval email notification templates. * An approver requests clarifications on your purchase request * An approver requests clarifications on your sourcing request * You respond to clarification requests on your purchase request * You respond to clarification requests on your sourcing request * A purchase is manually merged with an existing purchase, irrespective of approval requirement * A merged purchase is approved, partially approved, or rejected * You submit a sourcing request * Your delegate submits a sourcing request * Your purchase is approved, partially approved, or rejected and canceled * Your sourcing request is approved, partially approved, or rejected * You initiate or submit a purchase revision, irrespective of approval requirement * Your purchase revision is confirmed, approved, rejected, or canceled * There are any price or quantity changes during purchase order confirmation * There are any rejections for any purchase order lines that could not be fulfilled during purchase order confirmation * Your purchase is ordered from a supplier * Purchasing permissions are added for you on a blanket purchase order (for one or multiple purchase lines) * A blanket purchase order, for which you have purchasing permissions, is created or open (for one or multiple purchase lines) * Seven days are left for a blanket purchase order contract to expire (for one or multiple purchase lines) * 20% budget is left on a blanket purchase order (for one or multiple purchase lines) * No budget is left on a blanket purchase order (for one or multiple purchase lines) * A blanket purchase order is closed (for one or multiple purchase lines) * You’re assigned as a delegate * You’re no longer assigned as a delegate * An item is removed from your cart or Purchase later section * You receive a delivery * A purchasing task is assigned to you * A breached approval review task is assigned to you * You’re mentioned in an activity stream * A new to-do is created and assigned to you * A to-do assigned to you is due today or overdue * A confirm receipt to-do is assigned to you * A confirm milestone to-do is assigned to you * A to-do requesting you to provide more information is assigned to you * A select supplier to-do is assigned to you * An invoice approval to-do is assigned to you * A purchase approval to-do is assigned to you * A purchase approval to-do is updated or canceled * An approval to-do is assigned to you as a result of a revision or merge reassessment * A procurement case state automatically changes to Awaiting AcceptanceNote: The requestor gets an email notification with options to accept or reject the case resolution within a set time. The admin can set this time limit by navigating to All > Finance Common > S2P Custom Configuration > Case resolution acceptance config and updating the `auto_close_in_days` value to an integer greater than 1 in the Script column. To turn off the email notifications, the admin can set the `email_acceptance` value to False. The requestor can also respond directly in the Employee Center by clicking View case details. For more information on procurement case states and approve request from Employee Center, see Procurement case states and Approve a request from Employee Center. You can adjust the email trigger conditions and content in flow designer or email scripts, if necessary. You can also choose to fetch and use other details that aren’t displayed in the email by default, such as order type for purchase requisitions, product type or request type for sourcing requests, and so on. For detailed information on email templates and how to work with them, see Email templates. You can also configure the email layout, and change the background color or font color, for example. The html field in the email layout record must be modified to achieve this. For detailed information on email layouts and how to work with them, see Email layouts.	--- title: Alerts and email notifications from ShoppingHub description: Several alerts and email notifications are triggered from ShoppingHub. This may be a result of your action, an assignment for you, or to keep you updated on the status of your purchases, including blanket contracts. keywords: [] breadcrumbs: - Finance and Supply Chain - Sourcing and Procurement Operations - Using Sourcing and Procurement Operations - Using Shopping Hub --- # Alerts and email notifications from ShoppingHub Several alerts and email notifications are triggered from ShoppingHub. This may be a result of your action, an assignment for you, or to keep you updated on the status of your purchases, including blanket contracts. ## Alerts You receive an alert triggered from ShoppingHub when: * You switch the user that you’re shopping as in ShoppingHub * You switch to shop as someone else's delegate * You submit a revision * You complete a to-do that isn't an approval * You approve a purchase * You reject an approval * ShoppingHub has a global fail or fails to complete an action, due to server issue ## Email notifications ShoppingHub sends out emails in a predefined template and uses flow designer to trigger the different email conditions. You can use the deep links that are provided in the emails to view relevant details. You’re notified through email when: * You submit a purchase request, irrespective of approval requirement (for one or multiple purchase lines) * You submit a new purchase request from a third-party site. * Your delegate submits a purchase request, irrespective of approval requirement (for one or multiple purchase lines) * You submit a purchase request, irrespective of approval requirement that is automatically merged with an existing purchase request (for one or multiple purchase lines) * A purchase request that triggers an approval rule, is submitted, and you’re assigned as an approver for that purchase.Note: As an approver, you can approve the purchase from the email itself. For details, see Approval email notification templates. * An approver requests clarifications on your purchase request * An approver requests clarifications on your sourcing request * You respond to clarification requests on your purchase request * You respond to clarification requests on your sourcing request * A purchase is manually merged with an existing purchase, irrespective of approval requirement * A merged purchase is approved, partially approved, or rejected * You submit a sourcing request * Your delegate submits a sourcing request * Your purchase is approved, partially approved, or rejected and canceled * Your sourcing request is approved, partially approved, or rejected * You initiate or submit a purchase revision, irrespective of approval requirement * Your purchase revision is confirmed, approved, rejected, or canceled * There are any price or quantity changes during purchase order confirmation * There are any rejections for any purchase order lines that could not be fulfilled during purchase order confirmation * Your purchase is ordered from a supplier * Purchasing permissions are added for you on a blanket purchase order (for one or multiple purchase lines) * A blanket purchase order, for which you have purchasing permissions, is created or open (for one or multiple purchase lines) * Seven days are left for a blanket purchase order contract to expire (for one or multiple purchase lines) * 20% budget is left on a blanket purchase order (for one or multiple purchase lines) * No budget is left on a blanket purchase order (for one or multiple purchase lines) * A blanket purchase order is closed (for one or multiple purchase lines) * You’re assigned as a delegate * You’re no longer assigned as a delegate * An item is removed from your cart or Purchase later section * You receive a delivery * A purchasing task is assigned to you * A breached approval review task is assigned to you * You’re mentioned in an activity stream * A new to-do is created and assigned to you * A to-do assigned to you is due today or overdue * A confirm receipt to-do is assigned to you * A confirm milestone to-do is assigned to you * A to-do requesting you to provide more information is assigned to you * A select supplier to-do is assigned to you * An invoice approval to-do is assigned to you * A purchase approval to-do is assigned to you * A purchase approval to-do is updated or canceled * An approval to-do is assigned to you as a result of a revision or merge reassessment * A procurement case state automatically changes to Awaiting AcceptanceNote: The requestor gets an email notification with options to accept or reject the case resolution within a set time. The admin can set this time limit by navigating to All > Finance Common > S2P Custom Configuration > Case resolution acceptance config and updating the `auto_close_in_days` value to an integer greater than 1 in the Script column. To turn off the email notifications, the admin can set the `email_acceptance` value to False. The requestor can also respond directly in the Employee Center by clicking View case details. For more information on procurement case states and approve request from Employee Center, see Procurement case states and Approve a request from Employee Center. You can adjust the email trigger conditions and content in flow designer or email scripts, if necessary. You can also choose to fetch and use other details that aren’t displayed in the email by default, such as order type for purchase requisitions, product type or request type for sourcing requests, and so on. For detailed information on email templates and how to work with them, see Email templates. You can also configure the email layout, and change the background color or font color, for example. The html field in the email layout record must be modified to achieve this. For detailed information on email layouts and how to work with them, see Email layouts.
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/create-pipeline-project-form.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/create-pipeline-project-form.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/sourcing-procurement-operations/reference/create-pipeline-project-form.html	zurich	Create New Pipeline Project form	Use the Create New Pipeline Project form to provide details about the pipe project.	[]	[ "Finance and Supply Chain", "Sourcing and Procurement Operations", "Sourcing and Procurement Operations reference" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/reference/create-pipeline-project-form.html" id="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/reference/create-pipeline-project-form.html"><body id="create-pipeline-project-form"><main role="main"><article role="article" class="dita" id="create-pipeline-project-form" aria-labelledby="title_create-pipeline-project-form"> <h1 class="title topictitle1" id="title_create-pipeline-project-form">Create New Pipeline Project form</h1> <div class="body refbody"><p class="shortdesc">Use the Create New Pipeline Project form to provide details about the pipe project.</p> <div class="table-wrap"><table count-columns="2" class="table frame-all" id="create-pipeline-project-form__table_xfm_xr5_ksb"><caption><span class="table--title-label">Table 1. </span><span class="title">Create New Pipeline Project form</span></caption><colgroup><col style="width:50%"/><col style="width:50%"/></colgroup><thead class="thead"> <tr class="row"> <th class="entry colsep-1 rowsep-1" id="create-pipeline-project-form__table_xfm_xr5_ksb__entry__1">Field</th> <th class="entry colsep-1 rowsep-1" id="create-pipeline-project-form__table_xfm_xr5_ksb__entry__2">Description</th> </tr> </thead><tbody class="tbody"> <tr class="row"> <td class="entry sub-head colsep-1 rowsep-1" headers="create-pipeline-project-form__table_xfm_xr5_ksb__entry__1 create-pipeline-project-form__table_xfm_xr5_ksb__entry__2" colspan="2">Pipeline Project</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="create-pipeline-project-form__table_xfm_xr5_ksb__entry__1">Number</td> <td class="entry colsep-1 rowsep-1" headers="create-pipeline-project-form__table_xfm_xr5_ksb__entry__2">An auto-generated number that uniquely identifies the pipeline project.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="create-pipeline-project-form__table_xfm_xr5_ksb__entry__1">State</td> <td class="entry colsep-1 rowsep-1" headers="create-pipeline-project-form__table_xfm_xr5_ksb__entry__2">The current state of the pipeline project. Available values:<ul class="ul" id="create-pipeline-project-form__ol_bcz_k23_lsb"> <li class="li"><span class="ph uicontrol">Draft</span></li> <li class="li"><span class="ph uicontrol">Planned</span></li> <li class="li"><span class="ph uicontrol">Work in Progress</span></li> <li class="li"><span class="ph uicontrol">Closed Complete</span></li> <li class="li"><span class="ph uicontrol">Closed Canceled</span></li> </ul></td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="create-pipeline-project-form__table_xfm_xr5_ksb__entry__1">Priority</td> <td class="entry colsep-1 rowsep-1" headers="create-pipeline-project-form__table_xfm_xr5_ksb__entry__2">Indicates how quickly you must complete the pipeline project.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="create-pipeline-project-form__table_xfm_xr5_ksb__entry__1">Project type</td> <td class="entry colsep-1 rowsep-1" headers="create-pipeline-project-form__table_xfm_xr5_ksb__entry__2">Specifies the type of project based on the sourcing objective. Available values:<ul class="ul" id="create-pipeline-project-form__ul_nck_pgk_wfc"> <li class="li">Supplier Optimization – Consolidating suppliers to reduce spend</li> <li class="li">Contract Optimization - Renegotiating an existing contract</li> <li class="li">Savings Potential – Using market intelligence to potentially lower spend</li> <li class="li">Spend Optimization – Use sourcing events (RFI, RFQ, RFP) to lower spend</li> <li class="li">Risk Reduction – Supplier issues or backup for an existing supplier</li> </ul></td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="create-pipeline-project-form__table_xfm_xr5_ksb__entry__1">Assigned to</td> <td class="entry colsep-1 rowsep-1" headers="create-pipeline-project-form__table_xfm_xr5_ksb__entry__2">Person assigned to the pipeline project.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="create-pipeline-project-form__table_xfm_xr5_ksb__entry__1">Short description</td> <td class="entry colsep-1 rowsep-1" headers="create-pipeline-project-form__table_xfm_xr5_ksb__entry__2">Name of the pipeline project.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="create-pipeline-project-form__table_xfm_xr5_ksb__entry__1">Description</td> <td class="entry colsep-1 rowsep-1" headers="create-pipeline-project-form__table_xfm_xr5_ksb__entry__2">Description of the pipeline project.</td> </tr> <tr class="row"> <td class="entry sub-head colsep-1 rowsep-1" headers="create-pipeline-project-form__table_xfm_xr5_ksb__entry__1 create-pipeline-project-form__table_xfm_xr5_ksb__entry__2" colspan="2">Project summary</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="create-pipeline-project-form__table_xfm_xr5_ksb__entry__1">Opportunity source</td> <td class="entry colsep-1 rowsep-1" headers="create-pipeline-project-form__table_xfm_xr5_ksb__entry__2">The source of the pipeline project.<p class="p">This field takes its value based on where the pipeline is created.</p><ul class="ul" id="create-pipeline-project-form__ul_zzw_s3k_wfc"> <li class="li">Intake Request: When the pipeline project is created from the Employee Center intake request.</li> <li class="li">Adhoc: When the Sourcing Manager or Procurement Specialist manually create the from the list view in <span class="ph">Source-to-Pay Workspace</span>.</li> <li class="li">System-generated: When the pipeline project is created by AI.</li> </ul></td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="create-pipeline-project-form__table_xfm_xr5_ksb__entry__1">Business owner</td> <td class="entry colsep-1 rowsep-1" headers="create-pipeline-project-form__table_xfm_xr5_ksb__entry__2">The person who initiates the pipeline project and provides key input and approvals.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="create-pipeline-project-form__table_xfm_xr5_ksb__entry__1">Spend category</td> <td class="entry colsep-1 rowsep-1" headers="create-pipeline-project-form__table_xfm_xr5_ksb__entry__2">Spend Category used to report on savings.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="create-pipeline-project-form__table_xfm_xr5_ksb__entry__1">Business unit</td> <td class="entry colsep-1 rowsep-1" headers="create-pipeline-project-form__table_xfm_xr5_ksb__entry__2">The business unit associated with the pipeline project, such as IT, Finance, HR, or Sales.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="create-pipeline-project-form__table_xfm_xr5_ksb__entry__1">Estimated start date</td> <td class="entry colsep-1 rowsep-1" headers="create-pipeline-project-form__table_xfm_xr5_ksb__entry__2">The projected date when the project is expected to begin.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="create-pipeline-project-form__table_xfm_xr5_ksb__entry__1">Estimated end date</td> <td class="entry colsep-1 rowsep-1" headers="create-pipeline-project-form__table_xfm_xr5_ksb__entry__2">The projected completion date for the pipeline project. <p class="p">This field reflects the due date specified in the sourcing request. If the pipeline project is associated with multiple sourcing requests, the earliest due date among them is used.</p></td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="create-pipeline-project-form__table_xfm_xr5_ksb__entry__1">Actual start date</td> <td class="entry colsep-1 rowsep-1" headers="create-pipeline-project-form__table_xfm_xr5_ksb__entry__2">Actual start date of the pipeline project.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="create-pipeline-project-form__table_xfm_xr5_ksb__entry__1">Actual end date</td> <td class="entry colsep-1 rowsep-1" headers="create-pipeline-project-form__table_xfm_xr5_ksb__entry__2">Actual end date of the pipeline project.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="create-pipeline-project-form__table_xfm_xr5_ksb__entry__1">Savings start date</td> <td class="entry colsep-1 rowsep-1" headers="create-pipeline-project-form__table_xfm_xr5_ksb__entry__2">The date from which savings are expected to begin.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="create-pipeline-project-form__table_xfm_xr5_ksb__entry__1">Savings end date</td> <td class="entry colsep-1 rowsep-1" headers="create-pipeline-project-form__table_xfm_xr5_ksb__entry__2">The date until which savings are expected to be captured.</td> </tr> <tr class="row"> <td class="entry sub-head colsep-1 rowsep-1" headers="create-pipeline-project-form__table_xfm_xr5_ksb__entry__1 create-pipeline-project-form__table_xfm_xr5_ksb__entry__2" colspan="2">Financials</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="create-pipeline-project-form__table_xfm_xr5_ksb__entry__1">Estimated spend</td> <td class="entry colsep-1 rowsep-1" headers="create-pipeline-project-form__table_xfm_xr5_ksb__entry__2">The anticipated expenditure for the goods or services covered by the pipeline project.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="create-pipeline-project-form__table_xfm_xr5_ksb__entry__1">Hard savings</td> <td class="entry colsep-1 rowsep-1" headers="create-pipeline-project-form__table_xfm_xr5_ksb__entry__2">Direct, measurable cost reductions resulting from the pipeline project.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="create-pipeline-project-form__table_xfm_xr5_ksb__entry__1">Targeted savings</td> <td class="entry colsep-1 rowsep-1" headers="create-pipeline-project-form__table_xfm_xr5_ksb__entry__2">The savings goal set for the pipeline project.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="create-pipeline-project-form__table_xfm_xr5_ksb__entry__1">Cost avoidance</td> <td class="entry colsep-1 rowsep-1" headers="create-pipeline-project-form__table_xfm_xr5_ksb__entry__2">Potential costs prevented through negotiation, process changes, or alternative sourcing.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="create-pipeline-project-form__table_xfm_xr5_ksb__entry__1">Final spend</td> <td class="entry colsep-1 rowsep-1" headers="create-pipeline-project-form__table_xfm_xr5_ksb__entry__2">The actual amount spent at the completion of the pipeline project.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="create-pipeline-project-form__table_xfm_xr5_ksb__entry__1">Other savings</td> <td class="entry colsep-1 rowsep-1" headers="create-pipeline-project-form__table_xfm_xr5_ksb__entry__2">Any additional savings achieved that don't fall under hard savings or cost avoidance categories.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="create-pipeline-project-form__table_xfm_xr5_ksb__entry__1">Lost savings</td> <td class="entry colsep-1 rowsep-1" headers="create-pipeline-project-form__table_xfm_xr5_ksb__entry__2">Forecasted savings that were not realized due to delays, project cancellations, or scope changes.</td> </tr> <tr class="row"> <td class="entry sub-head colsep-1 rowsep-1" headers="create-pipeline-project-form__table_xfm_xr5_ksb__entry__1 create-pipeline-project-form__table_xfm_xr5_ksb__entry__2" colspan="2">Associated records</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="create-pipeline-project-form__table_xfm_xr5_ksb__entry__1">Previous record type</td> <td class="entry colsep-1 rowsep-1" headers="create-pipeline-project-form__table_xfm_xr5_ksb__entry__2">The classification of the preceding project record.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="create-pipeline-project-form__table_xfm_xr5_ksb__entry__1">Previous record ID</td> <td class="entry colsep-1 rowsep-1" headers="create-pipeline-project-form__table_xfm_xr5_ksb__entry__2">The unique identifier of the previous related project or sourcing record, used for reference.</td> </tr> </tbody></table></div> </div> <nav role="navigation"></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"><div class="col-md-4"><dt>Related concepts</dt><dd><ul><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/psm-domain-separation.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/psm-domain-separation.html" class="link" title="Domain separation is unsupported for Sourcing and Procurement Operations. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.">Domain separation and Sourcing and Procurement Operations</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/spo-glossary.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/spo-glossary.html" class="link" title="Learn about the terms and concepts used in Sourcing and Procurement Operations (SPO).">Sourcing and Procurement Operations glossary</a></li></ul></dd></div><div class="col-md-4"><dt>Related reference</dt><dd><ul><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/pipeline-form-tabs-actions.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/pipeline-form-tabs-actions.html" class="link" title="View project financial details, add existing procurement objects to pipeline projects, or create new procurement objects from the Pipeline project record form.">Pipeline project record tabs and UI actions</a></li></ul></dd></div></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Sourcing and Procurement Operations", "topic_id": "product/sourcing-procurement-operations/concept/psm-overview.html" }, { "title": "Sourcing and Procurement Operations reference", "topic_id": "product/sourcing-procurement-operations/reference/spo-reference.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations\">Zurich Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/finance-supply-chain-landing.html\">Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/psm-overview.html\">Sourcing and Procurement Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-reference.html\">Sourcing and Procurement Operations reference</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">Create New Pipeline Project form</span>", "bundle_id": "zurich-source-to-pay-operations", "bundle_key": 2735, "bundle_landing_page": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html", "bundle_subtitle": null, "bundle_title": "Zurich Finance and Supply Chain", "canonical_link": null, "dates": { "Added on": "2025-08-05T13:11:54.216332Z", "Created on": "2025-07-03T00:00:00Z", "Initial upload": "2025-07-30T22:25:52.095402Z", "Updated on": "2025-07-31T00:00:00Z" }, "dislike_url": "https://servicenow-be-prod.servicenow.com/dislike/55688476", "dislikes": 0, "es_archived_content": false, "is_in_fav": false, "is_liked": null, "is_watched": false, "keywords": [ " zurich zurich" ], "labels": [ { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "zurich", "navtitle": "Zurich", "outputclasses": [], "subjectHeadId": "versions", "subjectheadNavtitle": "Versions", "visibility": "show-facet" }, { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "spoo", "navtitle": "Sourcing and Procurement Operations", "outputclasses": [], "subjectHeadId": "products", "subjectheadNavtitle": "Products", "visibility": "show-facet" } ], "labels_text": "Versions > Zurich; Products > Finance and Supply Chain > Sourcing and Procurement Operations", "like_url": "https://servicenow-be-prod.servicenow.com/like/55688476", "likes": 0, "metadata": { "AI Search": null, "AI Search Assist": null, "Application Insights": null, "Capabilities": null, "Code Signing": null, "Contextual Search": null, "DC.contributor": null, "DC.coverage": null, "DC.creator": "ServiceNow", "DC.date.created": "2025-07-03T19:02:22+05:30", "DC.date.modified": "2025-07-31", "DC.format": "HTML5", "DC.identifier": "create-pipeline-project-form", "DC.language": null, "DC.relation": "../../../product/sourcing-procurement-operations/reference/spo-reference.html", "DC.rights.owner": "(C) Copyright 2025", "DC.subject": null, "DC.type": "reference", "Data Discovery": null, "Data Policy": null, "Data Privacy": null, "Discovery": null, "External Content for AI Search": null, "Field Administration": null, "Field Normalization": null, "Key Management Framework": null, "Localization Framework": null, "Now Platform": null, "PlatSec": null, "Platform": null, "Platform Administration": null, "Platform Performance": null, "Platform Privacy": null, "Proactive Triggers": null, "Process Optimization": null, "RN doc editing record number": null, "Search Administration": null, "Secrets Management": null, "ServiceNow AI Platform": null, "State Model": null, "Subscription Management": null, "Task Communications Management": null, "Timeline Visualizations": null, "User Administration": null, "User Experience Analytics": null, "Zing": null, "ai-now-assist": null, "app-name": null, "app_route": null, "azureapimanagemen": null, "change-completed": null, "change-item": null, "change-request-id": null, "change-request-reference": null, "com.glide.embedded_help.category": null, "component": null, "copyright": "(C) Copyright 2025", "crossroads": null, "data": null, "description": "Use the Create New Pipeline Project form to provide details about the pipe project.", "dominant_bundle": null, "erp-canvas-video": null, "fsm-mobile": null, "fsm-route": null, "fsm-sched-opt": null, "fsm-wrk-order": null, "genai-round-7": null, "generator": "DITA-OT", "glossPartOfSpeech": null, "glossStatus": null, "guided setup": null, "guided tours": null, "keywords": null, "min-toc": null, "mini": null, "mini-to truec": null, "mini-toc": null, "mini_toc": null, "minitoc": null, "modification": null, "now-assist-app-gen-video": null, "order": null, "page-type": null, "page-type ": null, "prodname": null, "product": null, "product_name": null, "release": null, "resourceID": null, "roles": null, "route_page": null, "route_params_listId": null, "route_params_table": null, "route_params_type": null, "route_type": null, "setconfigurationproperties": null, "topic": null, "translation-type": "source", "version": null, "workflow": "Creator", "workplace-srvc-delvry-ditamap": null }, "page_id": "product/sourcing-procurement-operations/reference/create-pipeline-project-form.html", "page_key": 55688476, "preprocessed_PDF": "https://downloads.docs.servicenow.com/pdf/enus/servicenow-yokohama-source-to-pay-operations-enus.pdf", "rating": null, "read_time_data": { "char_count": 3162, "img_count": 0, "read_time": 2, "video_links": [ "" ], "word_count": 469 }, "related_links": [ { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "View project financial details, add existing procurement objects to pipeline projects, or create new procurement objects from the Pipeline project record form.", "title": "Pipeline project record tabs and UI actions", "topic": "/product/sourcing-procurement-operations/reference/pipeline-form-tabs-actions.html", "type": "reference", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "Domain separation is unsupported for Sourcing and Procurement Operations. 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You can control several aspects of this separation, including which users can see and access data.", "title": "Domain separation and Sourcing and Procurement Operations", "topic": "/product/sourcing-procurement-operations/concept/psm-domain-separation.html", "type": "concept", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "Learn about the terms and concepts used in Sourcing and Procurement Operations (SPO).", "title": "Sourcing and Procurement Operations glossary", "topic": "/product/sourcing-procurement-operations/concept/spo-glossary.html", "type": "concept", "url": null } ], "search_title": null, "title": "Create New Pipeline Project form", "topic_cluster": { "clustered_by": { "enabled": true, "primary_key": "versions", "primary_sort": "top-down", "type": "subjecthead" }, "clustered_labels": [ "versions" ], "clustered_topics": [], "clustering_title": "Zurich" }, "topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/reference/create-pipeline-project-form.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/reference/create-pipeline-project-form.html\"><body id=\"create-pipeline-project-form\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"create-pipeline-project-form\" aria-labelledby=\"title_create-pipeline-project-form\">\n <h1 class=\"title topictitle1\" id=\"title_create-pipeline-project-form\">Create New Pipeline Project form</h1>\n \n \n <div class=\"body refbody\"><p class=\"shortdesc\">Use the Create New Pipeline Project form to provide details about the pipe project.</p>\n <div class=\"table-wrap\"><table count-columns=\"2\" class=\"table frame-all\" id=\"create-pipeline-project-form__table_xfm_xr5_ksb\"><caption><span class=\"table--title-label\">Table 1. </span><span class=\"title\">Create New Pipeline Project form</span></caption><colgroup><col style=\"width:50%\"/><col style=\"width:50%\"/></colgroup><thead class=\"thead\">\n <tr class=\"row\">\n <th class=\"entry colsep-1 rowsep-1\" id=\"create-pipeline-project-form__table_xfm_xr5_ksb__entry__1\">Field</th>\n <th class=\"entry colsep-1 rowsep-1\" id=\"create-pipeline-project-form__table_xfm_xr5_ksb__entry__2\">Description</th>\n </tr>\n </thead><tbody class=\"tbody\">\n <tr class=\"row\">\n <td class=\"entry sub-head colsep-1 rowsep-1\" headers=\"create-pipeline-project-form__table_xfm_xr5_ksb__entry__1 create-pipeline-project-form__table_xfm_xr5_ksb__entry__2\" colspan=\"2\">Pipeline Project</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"create-pipeline-project-form__table_xfm_xr5_ksb__entry__1\">Number</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"create-pipeline-project-form__table_xfm_xr5_ksb__entry__2\">An auto-generated number that uniquely identifies the pipeline project.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"create-pipeline-project-form__table_xfm_xr5_ksb__entry__1\">State</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"create-pipeline-project-form__table_xfm_xr5_ksb__entry__2\">The current state of the pipeline project. Available values:<ul class=\"ul\" id=\"create-pipeline-project-form__ol_bcz_k23_lsb\">\n <li class=\"li\"><span class=\"ph uicontrol\">Draft</span></li>\n <li class=\"li\"><span class=\"ph uicontrol\">Planned</span></li>\n <li class=\"li\"><span class=\"ph uicontrol\">Work in Progress</span></li>\n <li class=\"li\"><span class=\"ph uicontrol\">Closed Complete</span></li>\n <li class=\"li\"><span class=\"ph uicontrol\">Closed Canceled</span></li>\n </ul></td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"create-pipeline-project-form__table_xfm_xr5_ksb__entry__1\">Priority</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"create-pipeline-project-form__table_xfm_xr5_ksb__entry__2\">Indicates how quickly you must complete the pipeline project.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"create-pipeline-project-form__table_xfm_xr5_ksb__entry__1\">Project type</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"create-pipeline-project-form__table_xfm_xr5_ksb__entry__2\">Specifies the type of project based on the sourcing objective. Available values:<ul class=\"ul\" id=\"create-pipeline-project-form__ul_nck_pgk_wfc\">\n <li class=\"li\">Supplier Optimization – Consolidating suppliers to reduce spend</li>\n <li class=\"li\">Contract Optimization - Renegotiating an existing contract</li>\n <li class=\"li\">Savings Potential – Using market intelligence to potentially lower spend</li>\n <li class=\"li\">Spend Optimization – Use sourcing events (RFI, RFQ, RFP) to lower spend</li>\n <li class=\"li\">Risk Reduction – Supplier issues or backup for an existing supplier</li>\n </ul></td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"create-pipeline-project-form__table_xfm_xr5_ksb__entry__1\">Assigned to</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"create-pipeline-project-form__table_xfm_xr5_ksb__entry__2\">Person assigned to the pipeline project.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"create-pipeline-project-form__table_xfm_xr5_ksb__entry__1\">Short description</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"create-pipeline-project-form__table_xfm_xr5_ksb__entry__2\">Name of the pipeline project.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"create-pipeline-project-form__table_xfm_xr5_ksb__entry__1\">Description</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"create-pipeline-project-form__table_xfm_xr5_ksb__entry__2\">Description of the pipeline project.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry sub-head colsep-1 rowsep-1\" headers=\"create-pipeline-project-form__table_xfm_xr5_ksb__entry__1 create-pipeline-project-form__table_xfm_xr5_ksb__entry__2\" colspan=\"2\">Project summary</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"create-pipeline-project-form__table_xfm_xr5_ksb__entry__1\">Opportunity source</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"create-pipeline-project-form__table_xfm_xr5_ksb__entry__2\">The source of the pipeline project.<p class=\"p\">This field takes its value based on where the pipeline is created.</p><ul class=\"ul\" id=\"create-pipeline-project-form__ul_zzw_s3k_wfc\">\n <li class=\"li\">Intake Request: When the pipeline project is created from the Employee Center intake request.</li>\n <li class=\"li\">Adhoc: When the Sourcing Manager or Procurement Specialist manually create the from the list view in <span class=\"ph\">Source-to-Pay Workspace</span>.</li>\n <li class=\"li\">System-generated: When the pipeline project is created by AI.</li>\n </ul></td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"create-pipeline-project-form__table_xfm_xr5_ksb__entry__1\">Business owner</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"create-pipeline-project-form__table_xfm_xr5_ksb__entry__2\">The person who initiates the pipeline project and provides key input and approvals.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"create-pipeline-project-form__table_xfm_xr5_ksb__entry__1\">Spend category</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"create-pipeline-project-form__table_xfm_xr5_ksb__entry__2\">Spend Category used to report on savings.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"create-pipeline-project-form__table_xfm_xr5_ksb__entry__1\">Business unit</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"create-pipeline-project-form__table_xfm_xr5_ksb__entry__2\">The business unit associated with the pipeline project, such as IT, Finance, HR, or Sales.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"create-pipeline-project-form__table_xfm_xr5_ksb__entry__1\">Estimated start date</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"create-pipeline-project-form__table_xfm_xr5_ksb__entry__2\">The projected date when the project is expected to begin.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"create-pipeline-project-form__table_xfm_xr5_ksb__entry__1\">Estimated end date</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"create-pipeline-project-form__table_xfm_xr5_ksb__entry__2\">The projected completion date for the pipeline project. <p class=\"p\">This field reflects the due date specified in the sourcing request. If the pipeline project is associated with multiple sourcing requests, the earliest due date\n among them is used.</p></td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"create-pipeline-project-form__table_xfm_xr5_ksb__entry__1\">Actual start date</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"create-pipeline-project-form__table_xfm_xr5_ksb__entry__2\">Actual start date of the pipeline project.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"create-pipeline-project-form__table_xfm_xr5_ksb__entry__1\">Actual end date</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"create-pipeline-project-form__table_xfm_xr5_ksb__entry__2\">Actual end date of the pipeline project.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"create-pipeline-project-form__table_xfm_xr5_ksb__entry__1\">Savings start date</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"create-pipeline-project-form__table_xfm_xr5_ksb__entry__2\">The date from which savings are expected to begin.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"create-pipeline-project-form__table_xfm_xr5_ksb__entry__1\">Savings end date</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"create-pipeline-project-form__table_xfm_xr5_ksb__entry__2\">The date until which savings are expected to be captured.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry sub-head colsep-1 rowsep-1\" headers=\"create-pipeline-project-form__table_xfm_xr5_ksb__entry__1 create-pipeline-project-form__table_xfm_xr5_ksb__entry__2\" colspan=\"2\">Financials</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"create-pipeline-project-form__table_xfm_xr5_ksb__entry__1\">Estimated spend</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"create-pipeline-project-form__table_xfm_xr5_ksb__entry__2\">The anticipated expenditure for the goods or services covered by the pipeline project.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"create-pipeline-project-form__table_xfm_xr5_ksb__entry__1\">Hard savings</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"create-pipeline-project-form__table_xfm_xr5_ksb__entry__2\">Direct, measurable cost reductions resulting from the pipeline project.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"create-pipeline-project-form__table_xfm_xr5_ksb__entry__1\">Targeted savings</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"create-pipeline-project-form__table_xfm_xr5_ksb__entry__2\">The savings goal set for the pipeline project.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"create-pipeline-project-form__table_xfm_xr5_ksb__entry__1\">Cost avoidance</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"create-pipeline-project-form__table_xfm_xr5_ksb__entry__2\">Potential costs prevented through negotiation, process changes, or alternative sourcing.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"create-pipeline-project-form__table_xfm_xr5_ksb__entry__1\">Final spend</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"create-pipeline-project-form__table_xfm_xr5_ksb__entry__2\">The actual amount spent at the completion of the pipeline project.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"create-pipeline-project-form__table_xfm_xr5_ksb__entry__1\">Other savings</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"create-pipeline-project-form__table_xfm_xr5_ksb__entry__2\">Any additional savings achieved that don't fall under hard savings or cost avoidance categories.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"create-pipeline-project-form__table_xfm_xr5_ksb__entry__1\">Lost savings</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"create-pipeline-project-form__table_xfm_xr5_ksb__entry__2\">Forecasted savings that were not realized due to delays, project cancellations, or scope changes.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry sub-head colsep-1 rowsep-1\" headers=\"create-pipeline-project-form__table_xfm_xr5_ksb__entry__1 create-pipeline-project-form__table_xfm_xr5_ksb__entry__2\" colspan=\"2\">Associated records</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"create-pipeline-project-form__table_xfm_xr5_ksb__entry__1\">Previous record type</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"create-pipeline-project-form__table_xfm_xr5_ksb__entry__2\">The classification of the preceding project record.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"create-pipeline-project-form__table_xfm_xr5_ksb__entry__1\">Previous record ID</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"create-pipeline-project-form__table_xfm_xr5_ksb__entry__2\">The unique identifier of the previous related project or sourcing record, used for reference.</td>\n </tr>\n </tbody></table></div>\n </div>\n<nav role=\"navigation\"></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"><div class=\"col-md-4\"><dt>Related concepts</dt><dd><ul><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/psm-domain-separation.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/psm-domain-separation.html\" class=\"link\" title=\"Domain separation is unsupported for Sourcing and Procurement Operations. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.\">Domain separation and Sourcing and Procurement Operations</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/spo-glossary.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/spo-glossary.html\" class=\"link\" title=\"Learn about the terms and concepts used in Sourcing and Procurement Operations (SPO).\">Sourcing and Procurement Operations glossary</a></li></ul></dd></div><div class=\"col-md-4\"><dt>Related reference</dt><dd><ul><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/pipeline-form-tabs-actions.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/pipeline-form-tabs-actions.html\" class=\"link\" title=\"View project financial details, add existing procurement objects to pipeline projects, or create new procurement objects from the Pipeline project record form.\">Pipeline project record tabs and UI actions</a></li></ul></dd></div></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Create New Pipeline Project form Use the Create New Pipeline Project form to provide details about the pipe project. Table 1. Create New Pipeline Project form \| Field \| Description \| \| --- \| --- \| \| Pipeline Project \| \| \| Number \| An auto-generated number that uniquely identifies the pipeline project. \| \| State \| The current state of the pipeline project. Available values: * Draft * Planned * Work in Progress * Closed Complete * Closed Canceled \| \| Priority \| Indicates how quickly you must complete the pipeline project. \| \| Project type \| Specifies the type of project based on the sourcing objective. Available values: * Supplier Optimization – Consolidating suppliers to reduce spend * Contract Optimization - Renegotiating an existing contract * Savings Potential – Using market intelligence to potentially lower spend * Spend Optimization – Use sourcing events (RFI, RFQ, RFP) to lower spend * Risk Reduction – Supplier issues or backup for an existing supplier \| \| Assigned to \| Person assigned to the pipeline project. \| \| Short description \| Name of the pipeline project. \| \| Description \| Description of the pipeline project. \| \| Project summary \| \| \| Opportunity source \| The source of the pipeline project. This field takes its value based on where the pipeline is created. * Intake Request: When the pipeline project is created from the Employee Center intake request. * Adhoc: When the Sourcing Manager or Procurement Specialist manually create the from the list view in Source-to-Pay Workspace. * System-generated: When the pipeline project is created by AI. \| \| Business owner \| The person who initiates the pipeline project and provides key input and approvals. \| \| Spend category \| Spend Category used to report on savings. \| \| Business unit \| The business unit associated with the pipeline project, such as IT, Finance, HR, or Sales. \| \| Estimated start date \| The projected date when the project is expected to begin. \| \| Estimated end date \| The projected completion date for the pipeline project. This field reflects the due date specified in the sourcing request. If the pipeline project is associated with multiple sourcing requests, the earliest due date among them is used. \| \| Actual start date \| Actual start date of the pipeline project. \| \| Actual end date \| Actual end date of the pipeline project. \| \| Savings start date \| The date from which savings are expected to begin. \| \| Savings end date \| The date until which savings are expected to be captured. \| \| Financials \| \| \| Estimated spend \| The anticipated expenditure for the goods or services covered by the pipeline project. \| \| Hard savings \| Direct, measurable cost reductions resulting from the pipeline project. \| \| Targeted savings \| The savings goal set for the pipeline project. \| \| Cost avoidance \| Potential costs prevented through negotiation, process changes, or alternative sourcing. \| \| Final spend \| The actual amount spent at the completion of the pipeline project. \| \| Other savings \| Any additional savings achieved that don't fall under hard savings or cost avoidance categories. \| \| Lost savings \| Forecasted savings that were not realized due to delays, project cancellations, or scope changes. \| \| Associated records \| \| \| Previous record type \| The classification of the preceding project record. \| \| Previous record ID \| The unique identifier of the previous related project or sourcing record, used for reference. \|	--- title: Create New Pipeline Project form description: Use the Create New Pipeline Project form to provide details about the pipe project. keywords: [] breadcrumbs: - Finance and Supply Chain - Sourcing and Procurement Operations - Sourcing and Procurement Operations reference --- # Create New Pipeline Project form Use the Create New Pipeline Project form to provide details about the pipe project. Table 1. Create New Pipeline Project form \| Field \| Description \| \| --- \| --- \| \| Pipeline Project \| \| \| Number \| An auto-generated number that uniquely identifies the pipeline project. \| \| State \| The current state of the pipeline project. Available values: * Draft * Planned * Work in Progress * Closed Complete * Closed Canceled \| \| Priority \| Indicates how quickly you must complete the pipeline project. \| \| Project type \| Specifies the type of project based on the sourcing objective. Available values: * Supplier Optimization – Consolidating suppliers to reduce spend * Contract Optimization - Renegotiating an existing contract * Savings Potential – Using market intelligence to potentially lower spend * Spend Optimization – Use sourcing events (RFI, RFQ, RFP) to lower spend * Risk Reduction – Supplier issues or backup for an existing supplier \| \| Assigned to \| Person assigned to the pipeline project. \| \| Short description \| Name of the pipeline project. \| \| Description \| Description of the pipeline project. \| \| Project summary \| \| \| Opportunity source \| The source of the pipeline project. This field takes its value based on where the pipeline is created. * Intake Request: When the pipeline project is created from the Employee Center intake request. * Adhoc: When the Sourcing Manager or Procurement Specialist manually create the from the list view in Source-to-Pay Workspace. * System-generated: When the pipeline project is created by AI. \| \| Business owner \| The person who initiates the pipeline project and provides key input and approvals. \| \| Spend category \| Spend Category used to report on savings. \| \| Business unit \| The business unit associated with the pipeline project, such as IT, Finance, HR, or Sales. \| \| Estimated start date \| The projected date when the project is expected to begin. \| \| Estimated end date \| The projected completion date for the pipeline project. This field reflects the due date specified in the sourcing request. If the pipeline project is associated with multiple sourcing requests, the earliest due date among them is used. \| \| Actual start date \| Actual start date of the pipeline project. \| \| Actual end date \| Actual end date of the pipeline project. \| \| Savings start date \| The date from which savings are expected to begin. \| \| Savings end date \| The date until which savings are expected to be captured. \| \| Financials \| \| \| Estimated spend \| The anticipated expenditure for the goods or services covered by the pipeline project. \| \| Hard savings \| Direct, measurable cost reductions resulting from the pipeline project. \| \| Targeted savings \| The savings goal set for the pipeline project. \| \| Cost avoidance \| Potential costs prevented through negotiation, process changes, or alternative sourcing. \| \| Final spend \| The actual amount spent at the completion of the pipeline project. \| \| Other savings \| Any additional savings achieved that don't fall under hard savings or cost avoidance categories. \| \| Lost savings \| Forecasted savings that were not realized due to delays, project cancellations, or scope changes. \| \| Associated records \| \| \| Previous record type \| The classification of the preceding project record. \| \| Previous record ID \| The unique identifier of the previous related project or sourcing record, used for reference. \|
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/negotiation-events.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/negotiation-events.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/sourcing-procurement-operations/reference/negotiation-events.html	zurich	Sourcing events	Sourcing events represent the type of sourcing activity needed to negotiate with each supplier, and track the individual negotiations with each supplier. They help sourcing managers manage multi-supplier and multi-product negotiations.	[]	[ "Finance and Supply Chain", "Sourcing and Procurement Operations", "Exploring Sourcing and Procurement Operations", "Sourcing and Purchasing Automation" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/reference/negotiation-events.html" id="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/reference/negotiation-events.html"><body id="negotiation-events"><main role="main"><article role="article" class="dita" id="negotiation-events" aria-labelledby="title_negotiation-events"> <h1 class="title topictitle1" id="title_negotiation-events">Sourcing events</h1> <div class="body refbody"><p class="shortdesc">Sourcing events represent the type of sourcing activity needed to negotiate with each supplier, and track the individual negotiations with each supplier. They help sourcing managers manage multi-supplier and multi-product negotiations.</p> <section class="section" id="negotiation-events__section_p5r_3r2_ftb"> <p class="p">Instead of individually managing negotiations of similar item requests from various suppliers who provide that item, sourcing managers can create a sourcing event for a negotiation intent or objective to manage multi-supplier and multi-product negotiations. Multiple negotiations and sourcing requests can be mapped to a single sourcing event as child entities.</p> <p class="p">Through this sourcing event, the sourcing managers can view and effectively manage the progress of the negotiations created for each supplier. They can also discuss, follow, update, or cancel the event, as required. Further, they can award a single supplier or multiple suppliers, or even reject bids by selecting <span class="ph uicontrol">Award</span>, <span class="ph uicontrol">Award multiple suppliers</span>, or <span class="ph uicontrol">Reject bids</span> respectively. Selecting <span class="ph uicontrol">Award multiple suppliers</span> redirects them to the <span class="ph">Source-to-Pay Workspace</span>, where they can complete the process. For more information on this, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/task/award-multiple-suppliers-from-a-ne.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/award-multiple-suppliers-from-a-ne.html" class="xref" title="When negotiations are complete for a sourcing event, you can award one or multiple suppliers from the sourcing event, or reject all bids, as required. Awarding suppliers create purchase requisitions for the selected suppliers and items.">Award multiple suppliers from a sourcing event</a>.</p> <p class="p">Sourcing events can be best viewed from the <span class="ph">Source-to-Pay Workspace</span> list page.</p> <div class="p">Here’s a list of key fields of a sourcing event:<div class="table-wrap"><table count-columns="2" class="table frame-all" id="negotiation-events__table_h1y_gj5_flb"><caption><span class="table--title-label">Table 1. </span><span class="title">Sourcing event fields</span></caption><colgroup><col style="width:50%"/><col style="width:50%"/></colgroup><thead class="thead"> <tr class="row"> <th class="entry colsep-1 rowsep-1" id="negotiation-events__table_h1y_gj5_flb__entry__1">Field</th> <th class="entry colsep-1 rowsep-1" id="negotiation-events__table_h1y_gj5_flb__entry__2">Description</th> </tr> </thead><tbody class="tbody"> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="negotiation-events__table_h1y_gj5_flb__entry__1">Number</td> <td class="entry colsep-1 rowsep-1" headers="negotiation-events__table_h1y_gj5_flb__entry__2">System-generated unique identifier of the sourcing event.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="negotiation-events__table_h1y_gj5_flb__entry__1">Assigned to</td> <td class="entry colsep-1 rowsep-1" headers="negotiation-events__table_h1y_gj5_flb__entry__2">User who is responsible for the sourcing event.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="negotiation-events__table_h1y_gj5_flb__entry__1">State</td> <td class="entry colsep-1 rowsep-1" headers="negotiation-events__table_h1y_gj5_flb__entry__2">Current state of the sourcing event.<div class="note note note_note"><span class="note__title">Note:</span> This is a read-only field.</div></td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="negotiation-events__table_h1y_gj5_flb__entry__1">Supplier responses close</td> <td class="entry colsep-1 rowsep-1" headers="negotiation-events__table_h1y_gj5_flb__entry__2">Date by which the suppliers must submit their responses to the sourcing activity.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="negotiation-events__table_h1y_gj5_flb__entry__1">Short description</td> <td class="entry colsep-1 rowsep-1" headers="negotiation-events__table_h1y_gj5_flb__entry__2">Brief of the sourcing event.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="negotiation-events__table_h1y_gj5_flb__entry__1">Description</td> <td class="entry colsep-1 rowsep-1" headers="negotiation-events__table_h1y_gj5_flb__entry__2">Details of the sourcing event.</td> </tr> <tr class="row"> <td class="entry sub-head colsep-1 rowsep-1" headers="negotiation-events__table_h1y_gj5_flb__entry__1 negotiation-events__table_h1y_gj5_flb__entry__2" colspan="2">Summary</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="negotiation-events__table_h1y_gj5_flb__entry__1">Negotiation type</td> <td class="entry colsep-1 rowsep-1" headers="negotiation-events__table_h1y_gj5_flb__entry__2">Type of sourcing event or the method used to engage with the supplier. <p class="p">For example, you can initiate a contract renewal or ask for a quote.</p></td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="negotiation-events__table_h1y_gj5_flb__entry__1">Negotiation outcome</td> <td class="entry colsep-1 rowsep-1" headers="negotiation-events__table_h1y_gj5_flb__entry__2">Anticipated outcome or end results of the sourcing event. <p class="p">For example, you can negotiate contract terms or standard savings on a purchase.</p></td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="negotiation-events__table_h1y_gj5_flb__entry__1">Expected start</td> <td class="entry colsep-1 rowsep-1" headers="negotiation-events__table_h1y_gj5_flb__entry__2">Expected start date of the sourcing event.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="negotiation-events__table_h1y_gj5_flb__entry__1">Actual start</td> <td class="entry colsep-1 rowsep-1" headers="negotiation-events__table_h1y_gj5_flb__entry__2">Actual start date of the sourcing event.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="negotiation-events__table_h1y_gj5_flb__entry__1">Actual end</td> <td class="entry colsep-1 rowsep-1" headers="negotiation-events__table_h1y_gj5_flb__entry__2">Actual end date of the sourcing event.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="negotiation-events__table_h1y_gj5_flb__entry__1">Duration</td> <td class="entry colsep-1 rowsep-1" headers="negotiation-events__table_h1y_gj5_flb__entry__2">Duration of the sourcing event.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="negotiation-events__table_h1y_gj5_flb__entry__1">Negotiation objectives</td> <td class="entry colsep-1 rowsep-1" headers="negotiation-events__table_h1y_gj5_flb__entry__2">Objectives or goals for the sourcing event.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="negotiation-events__table_h1y_gj5_flb__entry__1">Close notes</td> <td class="entry colsep-1 rowsep-1" headers="negotiation-events__table_h1y_gj5_flb__entry__2">Notes on closure of the sourcing event, if any.</td> </tr> </tbody></table></div></div> <div class="p">The following are the related lists of a sourcing event:<div class="table-wrap"><table count-columns="2" class="table frame-all" id="negotiation-events__table_ddt_2ct_flb"><caption><span class="table--title-label">Table 2. </span><span class="title">Sourcing event related lists</span></caption><colgroup><col style="width:50%"/><col style="width:50%"/></colgroup><thead class="thead"> <tr class="row"> <th class="entry colsep-1 rowsep-1" id="negotiation-events__table_ddt_2ct_flb__entry__1">Related list</th> <th class="entry colsep-1 rowsep-1" id="negotiation-events__table_ddt_2ct_flb__entry__2">Description</th> </tr> </thead><tbody class="tbody"> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="negotiation-events__table_ddt_2ct_flb__entry__1">Sourcing Requests</td> <td class="entry colsep-1 rowsep-1" headers="negotiation-events__table_ddt_2ct_flb__entry__2">View all the sourcing requests that are mapped to this sourcing event.<p class="p">For details, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/sourcing-request.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/sourcing-request.html" class="xref" title="A sourcing request is created for when an item that a shopper, employee, or requester needs, must be sourced. This record is created when an active contractual price for the product that the shopper intends to purchase doesn’t exist. This includes items in both the product catalog and off-catalog.">Sourcing request</a>.</p></td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="negotiation-events__table_ddt_2ct_flb__entry__1">Negotiations</td> <td class="entry colsep-1 rowsep-1" headers="negotiation-events__table_ddt_2ct_flb__entry__2">View all the negotiations with each supplier that are mapped to this sourcing event.<p class="p">For details, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/negotiations.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/negotiations.html" class="xref" title="A negotiation represents individual supplier negotiations and tracks the items and activities according to supplier. These activities involve obtaining the price for the products or services requested by the shopper, or negotiating the terms.">Negotiations</a>.</p></td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="negotiation-events__table_ddt_2ct_flb__entry__1">Purchase Lines</td> <td class="entry colsep-1 rowsep-1" headers="negotiation-events__table_ddt_2ct_flb__entry__2">View and track all the purchase line records within the parent purchase for the suppliers referenced on the sourcing event.<p class="p">For details, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/purchase-lines.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/purchase-lines.html" class="xref" title="Purchase lines provide information of the individual lines under a purchase requisition or a sourcing request for the referenced supplier.">Purchase lines</a>.</p></td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="negotiation-events__table_ddt_2ct_flb__entry__1">Purchasing Tasks</td> <td class="entry colsep-1 rowsep-1" headers="negotiation-events__table_ddt_2ct_flb__entry__2">View information on all the purchasing tasks that are related to the sourcing event. <p class="p">For details, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/purchasing-tasks.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/purchasing-tasks.html" class="xref" title="All automated purchasing tasks and procurement cases are created using flow designer from the Service Delivery Common (SDC) application. The flow designer uses the underlying task and case generation decision tables, and purchasing tasks and procurement cases are created based on the conditions defined in the decision tables.">Purchasing tasks and procurement cases</a>.</p></td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="negotiation-events__table_ddt_2ct_flb__entry__1">Cases</td> <td class="entry colsep-1 rowsep-1" headers="negotiation-events__table_ddt_2ct_flb__entry__2">View information on all the cases that are related to the sourcing event.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="negotiation-events__table_ddt_2ct_flb__entry__1">Draft Contracts</td> <td class="entry colsep-1 rowsep-1" headers="negotiation-events__table_ddt_2ct_flb__entry__2">View and track all the draft contracts for the suppliers referenced on the sourcing event. <p class="p">For more details, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/contracts.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/contracts.html" class="xref" title="A contract defines the terms and conditions along with pricing agreed for a product with the supplier. An active contractual price determines if the pricing of a product or service is displayed on ShoppingHub.">Contracts</a>.</p></td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="negotiation-events__table_ddt_2ct_flb__entry__1">Signed Contracts</td> <td class="entry colsep-1 rowsep-1" headers="negotiation-events__table_ddt_2ct_flb__entry__2">View and track all the signed contracts for the suppliers referenced on the sourcing event.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="negotiation-events__table_ddt_2ct_flb__entry__1">Other Legal Documents</td> <td class="entry colsep-1 rowsep-1" headers="negotiation-events__table_ddt_2ct_flb__entry__2">View and track all the other legal documents for the suppliers referenced on the sourcing event.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="negotiation-events__table_ddt_2ct_flb__entry__1">Contract Requests</td> <td class="entry colsep-1 rowsep-1" headers="negotiation-events__table_ddt_2ct_flb__entry__2">Displays all the associated contract requests against this sourcing event.<div class="note note note_note"><span class="note__title">Note:</span> This field is displayed only if you have the <span class="ph">Source-to-Pay Operations</span> with <span class="ph">Contract Management Pro</span> plugin (com.snc.sn_spend_clm) installed.</div></td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="negotiation-events__table_ddt_2ct_flb__entry__1">Purchase SLAs</td> <td class="entry colsep-1 rowsep-1" headers="negotiation-events__table_ddt_2ct_flb__entry__2">View all the purchase SLAs associated to purchasing tasks against the sourcing event, along with tasks associated to the underlying purchase requisition lines.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="negotiation-events__table_ddt_2ct_flb__entry__1">Purchase Requisitions</td> <td class="entry colsep-1 rowsep-1" headers="negotiation-events__table_ddt_2ct_flb__entry__2">View information on all the purchase requisitions that are related to the sourcing event.<p class="p">For more details, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/purchase-requisition.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/purchase-requisition.html" class="xref" title="A purchase requisition represents a request that is sent internally within an organization to obtain purchased goods or services. It consists of items that need to be ordered, and may need to go through approvals for a purchase order to be created.">Purchase requisition</a>.</p></td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="negotiation-events__table_ddt_2ct_flb__entry__1">Draft Emails</td> <td class="entry colsep-1 rowsep-1" headers="negotiation-events__table_ddt_2ct_flb__entry__2">Associated email communication that is saved as drafts.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="negotiation-events__table_ddt_2ct_flb__entry__1">Sent Emails</td> <td class="entry colsep-1 rowsep-1" headers="negotiation-events__table_ddt_2ct_flb__entry__2">Associated email communication that has been sent.</td> </tr> </tbody></table></div></div> </section> <section class="section" id="negotiation-events__section_nfl_nbx_y1c"><h2 id="d42143e457" class="title sectiontitle">Sourcing event workflow</h2> <p class="p"><img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/../image/ne-workflow.png?_LANG=enus" class="image" id="negotiation-events__image_zk5_gdx_y1c" alt="Sourcing event workflow"/></p> <div class="p">The default states that are available for a sourcing event are listed.<ul class="ul" id="negotiation-events__ul_o34_5pz_bcc"> <li class="li">Draft</li> <li class="li">Planned</li> <li class="li">Work in Progress</li> <li class="li">Pricing Obtained</li> <li class="li">Awaiting Task Completion</li> <li class="li">Requires Decision</li> <li class="li">Closed Complete</li> <li class="li">Closed No Decision</li> <li class="li">Closed Canceled</li> </ul></div> </section> </div> <nav role="navigation"></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] 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and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/psm-overview.html\">Sourcing and Procurement Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/exploring-spo.html\">Exploring Sourcing and Procurement Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/purchase-experience-workflow.html\">Sourcing and Purchasing Automation</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">Sourcing events</span>", "bundle_id": "zurich-source-to-pay-operations", "bundle_key": 2735, 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the type of sourcing activity needed to negotiate with each supplier, and track the individual negotiations with each supplier. They help sourcing managers manage multi-supplier and multi-product negotiations.", "dominant_bundle": null, "erp-canvas-video": null, "fsm-mobile": null, "fsm-route": null, "fsm-sched-opt": null, "fsm-wrk-order": null, "genai-round-7": null, "generator": "DITA-OT", "glossPartOfSpeech": null, "glossStatus": null, "guided setup": null, "guided tours": null, "keywords": null, "min-toc": null, "mini": null, "mini-to truec": null, "mini-toc": "yes", "mini_toc": null, "minitoc": null, "modification": null, "now-assist-app-gen-video": null, "order": null, "page-type": null, "page-type ": null, "prodname": null, "product": null, "product_name": null, "release": null, "resourceID": null, "roles": null, "route_page": null, "route_params_listId": null, "route_params_table": null, "route_params_type": null, "route_type": null, "setconfigurationproperties": null, "topic": null, "translation-type": "source", "version": null, "workflow": "Creator", "workplace-srvc-delvry-ditamap": null }, "page_id": "product/sourcing-procurement-operations/reference/negotiation-events.html", "page_key": 55688497, "preprocessed_PDF": "https://downloads.docs.servicenow.com/pdf/enus/servicenow-yokohama-source-to-pay-operations-enus.pdf", "rating": null, "read_time_data": { "char_count": 4583, "img_count": 1, "read_time": 3, "video_links": [ "" ], "word_count": 675 }, "related_links": [], "search_title": null, "title": "Sourcing events", "topic_cluster": { "clustered_by": { "enabled": true, "primary_key": "versions", "primary_sort": "top-down", "type": "subjecthead" }, "clustered_labels": [ "versions" ], "clustered_topics": [ { "bundle_id": "yokohama-source-to-pay-operations", "clustering_title": "Yokohama", "es_archived_content": false, "page_id": "product/sourcing-procurement-operations/reference/negotiation-events.html" }, { "bundle_id": "xanadu-source-to-pay-operations", "clustering_title": "Xanadu", "es_archived_content": false, "page_id": "product/sourcing-procurement-operations/reference/negotiation-events.html" }, { "bundle_id": "washingtondc-source-to-pay-operations", "clustering_title": "Washington DC", "es_archived_content": false, "page_id": "product/sourcing-procurement-operations/reference/negotiation-events.html" }, { "bundle_id": "vancouver-source-to-pay-operations", "clustering_title": "Vancouver", "es_archived_content": false, "page_id": "product/sourcing-procurement-operations/reference/negotiation-events.html" } ], "clustering_title": "Zurich" }, "topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/reference/negotiation-events.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/reference/negotiation-events.html\"><body id=\"negotiation-events\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"negotiation-events\" aria-labelledby=\"title_negotiation-events\">\n <h1 class=\"title topictitle1\" id=\"title_negotiation-events\">Sourcing events</h1>\n \n \n <div class=\"body refbody\"><p class=\"shortdesc\">Sourcing events represent the type of sourcing activity needed to negotiate with each supplier, and track the individual negotiations with each supplier. They help sourcing managers manage multi-supplier and multi-product\n negotiations.</p>\n <section class=\"section\" id=\"negotiation-events__section_p5r_3r2_ftb\">\n <p class=\"p\">Instead of individually managing negotiations of similar item requests from various\n suppliers who provide that item, sourcing managers can create a sourcing event for a\n negotiation intent or objective to manage multi-supplier and multi-product negotiations.\n Multiple negotiations and sourcing requests can be mapped to a single sourcing event as\n child entities.</p>\n <p class=\"p\">Through this sourcing event, the sourcing managers can view and effectively manage the progress of the negotiations created for each supplier. They can also discuss, follow, update, or cancel the event, as required. Further,\n they can award a single supplier or multiple suppliers, or even reject bids by selecting <span class=\"ph uicontrol\">Award</span>, <span class=\"ph uicontrol\">Award multiple suppliers</span>, or <span class=\"ph uicontrol\">Reject bids</span> respectively. Selecting\n <span class=\"ph uicontrol\">Award multiple suppliers</span> redirects them to the <span class=\"ph\">Source-to-Pay Workspace</span>, where they can complete the process. For more information on this, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/task/award-multiple-suppliers-from-a-ne.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/award-multiple-suppliers-from-a-ne.html\" class=\"xref\" title=\"When negotiations are complete for a sourcing event, you can award one or multiple suppliers from the sourcing event, or reject all bids, as required. Awarding suppliers create purchase requisitions for the selected suppliers and items.\">Award multiple suppliers from a sourcing event</a>.</p>\n <p class=\"p\">Sourcing events can be best viewed from the <span class=\"ph\">Source-to-Pay Workspace</span> list page.</p>\n <div class=\"p\">Here’s a list of key fields of a sourcing event:<div class=\"table-wrap\"><table count-columns=\"2\" class=\"table frame-all\" id=\"negotiation-events__table_h1y_gj5_flb\"><caption><span class=\"table--title-label\">Table 1. </span><span class=\"title\">Sourcing event fields</span></caption><colgroup><col style=\"width:50%\"/><col style=\"width:50%\"/></colgroup><thead class=\"thead\">\n <tr class=\"row\">\n <th class=\"entry colsep-1 rowsep-1\" id=\"negotiation-events__table_h1y_gj5_flb__entry__1\">Field</th>\n <th class=\"entry colsep-1 rowsep-1\" id=\"negotiation-events__table_h1y_gj5_flb__entry__2\">Description</th>\n </tr>\n </thead><tbody class=\"tbody\">\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"negotiation-events__table_h1y_gj5_flb__entry__1\">Number</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"negotiation-events__table_h1y_gj5_flb__entry__2\">System-generated unique identifier of the sourcing event.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"negotiation-events__table_h1y_gj5_flb__entry__1\">Assigned to</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"negotiation-events__table_h1y_gj5_flb__entry__2\">User who is responsible for the sourcing event.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"negotiation-events__table_h1y_gj5_flb__entry__1\">State</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"negotiation-events__table_h1y_gj5_flb__entry__2\">Current state of the sourcing event.<div class=\"note note note_note\"><span class=\"note__title\">Note:</span> This is a read-only field.</div></td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"negotiation-events__table_h1y_gj5_flb__entry__1\">Supplier responses close</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"negotiation-events__table_h1y_gj5_flb__entry__2\">Date by which the suppliers must submit their responses to the sourcing activity.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"negotiation-events__table_h1y_gj5_flb__entry__1\">Short description</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"negotiation-events__table_h1y_gj5_flb__entry__2\">Brief of the sourcing event.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"negotiation-events__table_h1y_gj5_flb__entry__1\">Description</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"negotiation-events__table_h1y_gj5_flb__entry__2\">Details of the sourcing event.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry sub-head colsep-1 rowsep-1\" headers=\"negotiation-events__table_h1y_gj5_flb__entry__1 negotiation-events__table_h1y_gj5_flb__entry__2\" colspan=\"2\">Summary</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"negotiation-events__table_h1y_gj5_flb__entry__1\">Negotiation type</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"negotiation-events__table_h1y_gj5_flb__entry__2\">Type of sourcing event or the method used to engage with the supplier. <p class=\"p\">For example, you can initiate a contract renewal or ask for a quote.</p></td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"negotiation-events__table_h1y_gj5_flb__entry__1\">Negotiation outcome</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"negotiation-events__table_h1y_gj5_flb__entry__2\">Anticipated outcome or end results of the sourcing event. <p class=\"p\">For example, you can negotiate contract terms or standard savings on a purchase.</p></td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"negotiation-events__table_h1y_gj5_flb__entry__1\">Expected start</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"negotiation-events__table_h1y_gj5_flb__entry__2\">Expected start date of the sourcing event.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"negotiation-events__table_h1y_gj5_flb__entry__1\">Actual start</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"negotiation-events__table_h1y_gj5_flb__entry__2\">Actual start date of the sourcing event.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"negotiation-events__table_h1y_gj5_flb__entry__1\">Actual end</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"negotiation-events__table_h1y_gj5_flb__entry__2\">Actual end date of the sourcing event.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"negotiation-events__table_h1y_gj5_flb__entry__1\">Duration</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"negotiation-events__table_h1y_gj5_flb__entry__2\">Duration of the sourcing event.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"negotiation-events__table_h1y_gj5_flb__entry__1\">Negotiation objectives</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"negotiation-events__table_h1y_gj5_flb__entry__2\">Objectives or goals for the sourcing event.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"negotiation-events__table_h1y_gj5_flb__entry__1\">Close notes</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"negotiation-events__table_h1y_gj5_flb__entry__2\">Notes on closure of the sourcing event, if any.</td>\n </tr>\n </tbody></table></div></div>\n <div class=\"p\">The following are the related lists of a sourcing event:<div class=\"table-wrap\"><table count-columns=\"2\" class=\"table frame-all\" id=\"negotiation-events__table_ddt_2ct_flb\"><caption><span class=\"table--title-label\">Table 2. </span><span class=\"title\">Sourcing event related lists</span></caption><colgroup><col style=\"width:50%\"/><col style=\"width:50%\"/></colgroup><thead class=\"thead\">\n <tr class=\"row\">\n <th class=\"entry colsep-1 rowsep-1\" id=\"negotiation-events__table_ddt_2ct_flb__entry__1\">Related list</th>\n <th class=\"entry colsep-1 rowsep-1\" id=\"negotiation-events__table_ddt_2ct_flb__entry__2\">Description</th>\n </tr>\n </thead><tbody class=\"tbody\">\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"negotiation-events__table_ddt_2ct_flb__entry__1\">Sourcing Requests</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"negotiation-events__table_ddt_2ct_flb__entry__2\">View all the sourcing requests that are mapped to this sourcing event.<p class=\"p\">For details, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/sourcing-request.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/sourcing-request.html\" class=\"xref\" title=\"A sourcing request is created for when an item that a shopper, employee, or requester needs, must be sourced. This record is created when an active contractual price for the product that the shopper intends to purchase doesn’t exist. This includes items in both the product catalog and off-catalog.\">Sourcing request</a>.</p></td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"negotiation-events__table_ddt_2ct_flb__entry__1\">Negotiations</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"negotiation-events__table_ddt_2ct_flb__entry__2\">View all the negotiations with each supplier that are mapped to this\n sourcing event.<p class=\"p\">For details, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/negotiations.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/negotiations.html\" class=\"xref\" title=\"A negotiation represents individual supplier negotiations and tracks the items and activities according to supplier. These activities involve obtaining the price for the products or services requested by the shopper, or negotiating the terms.\">Negotiations</a>.</p></td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"negotiation-events__table_ddt_2ct_flb__entry__1\">Purchase Lines</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"negotiation-events__table_ddt_2ct_flb__entry__2\">View and track all the purchase line records within the parent purchase for\n the suppliers referenced on the sourcing event.<p class=\"p\">For details, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/purchase-lines.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/purchase-lines.html\" class=\"xref\" title=\"Purchase lines provide information of the individual lines under a purchase requisition or a sourcing request for the referenced supplier.\">Purchase lines</a>.</p></td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"negotiation-events__table_ddt_2ct_flb__entry__1\">Purchasing Tasks</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"negotiation-events__table_ddt_2ct_flb__entry__2\">View information on all the purchasing tasks that are related to the sourcing event. <p class=\"p\">For details, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/purchasing-tasks.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/purchasing-tasks.html\" class=\"xref\" title=\"All automated purchasing tasks and procurement cases are created using flow designer from the Service Delivery Common (SDC) application. The flow designer uses the underlying task and case generation decision tables, and purchasing tasks and procurement cases are created based on the conditions defined in the decision tables.\">Purchasing tasks and procurement cases</a>.</p></td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"negotiation-events__table_ddt_2ct_flb__entry__1\">Cases</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"negotiation-events__table_ddt_2ct_flb__entry__2\">View information on all the cases that are related to the sourcing event.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"negotiation-events__table_ddt_2ct_flb__entry__1\">Draft Contracts</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"negotiation-events__table_ddt_2ct_flb__entry__2\">View and track all the draft contracts for the suppliers referenced on the sourcing event. <p class=\"p\">For more details, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/contracts.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/contracts.html\" class=\"xref\" title=\"A contract defines the terms and conditions along with pricing agreed for a product with the supplier. An active contractual price determines if the pricing of a product or service is displayed on ShoppingHub.\">Contracts</a>.</p></td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"negotiation-events__table_ddt_2ct_flb__entry__1\">Signed Contracts</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"negotiation-events__table_ddt_2ct_flb__entry__2\">View and track all the signed contracts for the suppliers referenced on the sourcing event.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"negotiation-events__table_ddt_2ct_flb__entry__1\">Other Legal Documents</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"negotiation-events__table_ddt_2ct_flb__entry__2\">View and track all the other legal documents for the suppliers referenced on the sourcing event.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"negotiation-events__table_ddt_2ct_flb__entry__1\">Contract Requests</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"negotiation-events__table_ddt_2ct_flb__entry__2\">Displays all the associated contract requests against this sourcing event.<div class=\"note note note_note\"><span class=\"note__title\">Note:</span> This field is displayed only if you have the <span class=\"ph\">Source-to-Pay Operations</span> with <span class=\"ph\">Contract Management Pro</span> plugin (com.snc.sn_spend_clm) installed.</div></td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"negotiation-events__table_ddt_2ct_flb__entry__1\">Purchase SLAs</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"negotiation-events__table_ddt_2ct_flb__entry__2\">View all the purchase SLAs associated to purchasing tasks against the\n sourcing event, along with tasks associated to the underlying purchase\n requisition lines.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"negotiation-events__table_ddt_2ct_flb__entry__1\">Purchase Requisitions</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"negotiation-events__table_ddt_2ct_flb__entry__2\">View information on all the purchase requisitions that are related to the\n sourcing event.<p class=\"p\">For more details, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/purchase-requisition.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/purchase-requisition.html\" class=\"xref\" title=\"A purchase requisition represents a request that is sent internally within an organization to obtain purchased goods or services. It consists of items that need to be ordered, and may need to go through approvals for a purchase order to be created.\">Purchase requisition</a>.</p></td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"negotiation-events__table_ddt_2ct_flb__entry__1\">Draft Emails</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"negotiation-events__table_ddt_2ct_flb__entry__2\">Associated email communication that is saved as drafts.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"negotiation-events__table_ddt_2ct_flb__entry__1\">Sent Emails</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"negotiation-events__table_ddt_2ct_flb__entry__2\">Associated email communication that has been sent.</td>\n </tr>\n </tbody></table></div></div>\n </section>\n <section class=\"section\" id=\"negotiation-events__section_nfl_nbx_y1c\"><h2 id=\"d42143e457\" class=\"title sectiontitle\">Sourcing event workflow</h2>\n \n <p class=\"p\"><img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/../image/ne-workflow.png?_LANG=enus\" class=\"image\" id=\"negotiation-events__image_zk5_gdx_y1c\" alt=\"Sourcing event workflow\"/></p>\n <div class=\"p\">The default states that are available for a sourcing event are listed.<ul class=\"ul\" id=\"negotiation-events__ul_o34_5pz_bcc\">\n <li class=\"li\">Draft</li>\n <li class=\"li\">Planned</li>\n <li class=\"li\">Work in Progress</li>\n <li class=\"li\">Pricing Obtained</li>\n <li class=\"li\">Awaiting Task Completion</li>\n <li class=\"li\">Requires Decision</li>\n <li class=\"li\">Closed Complete</li>\n <li class=\"li\">Closed No Decision</li>\n <li class=\"li\">Closed Canceled</li>\n </ul></div>\n </section>\n </div>\n<nav role=\"navigation\"></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Sourcing events Sourcing events represent the type of sourcing activity needed to negotiate with each supplier, and track the individual negotiations with each supplier. They help sourcing managers manage multi-supplier and multi-product negotiations. Instead of individually managing negotiations of similar item requests from various suppliers who provide that item, sourcing managers can create a sourcing event for a negotiation intent or objective to manage multi-supplier and multi-product negotiations. Multiple negotiations and sourcing requests can be mapped to a single sourcing event as child entities. Through this sourcing event, the sourcing managers can view and effectively manage the progress of the negotiations created for each supplier. They can also discuss, follow, update, or cancel the event, as required. Further, they can award a single supplier or multiple suppliers, or even reject bids by selecting Award, Award multiple suppliers, or Reject bids respectively. Selecting Award multiple suppliers redirects them to the Source-to-Pay Workspace, where they can complete the process. For more information on this, see Award multiple suppliers from a sourcing event. Sourcing events can be best viewed from the Source-to-Pay Workspace list page. Here’s a list of key fields of a sourcing event: Table 1. Sourcing event fields \| Field \| Description \| \| --- \| --- \| \| Number \| System-generated unique identifier of the sourcing event. \| \| Assigned to \| User who is responsible for the sourcing event. \| \| State \| Current state of the sourcing event.Note: This is a read-only field. \| \| Supplier responses close \| Date by which the suppliers must submit their responses to the sourcing activity. \| \| Short description \| Brief of the sourcing event. \| \| Description \| Details of the sourcing event. \| \| Summary \| \| \| Negotiation type \| Type of sourcing event or the method used to engage with the supplier. For example, you can initiate a contract renewal or ask for a quote. \| \| Negotiation outcome \| Anticipated outcome or end results of the sourcing event. For example, you can negotiate contract terms or standard savings on a purchase. \| \| Expected start \| Expected start date of the sourcing event. \| \| Actual start \| Actual start date of the sourcing event. \| \| Actual end \| Actual end date of the sourcing event. \| \| Duration \| Duration of the sourcing event. \| \| Negotiation objectives \| Objectives or goals for the sourcing event. \| \| Close notes \| Notes on closure of the sourcing event, if any. \| The following are the related lists of a sourcing event: Table 2. Sourcing event related lists \| Related list \| Description \| \| --- \| --- \| \| Sourcing Requests \| View all the sourcing requests that are mapped to this sourcing event. For details, see Sourcing request. \| \| Negotiations \| View all the negotiations with each supplier that are mapped to this sourcing event. For details, see Negotiations. \| \| Purchase Lines \| View and track all the purchase line records within the parent purchase for the suppliers referenced on the sourcing event. For details, see Purchase lines. \| \| Purchasing Tasks \| View information on all the purchasing tasks that are related to the sourcing event. For details, see Purchasing tasks and procurement cases. \| \| Cases \| View information on all the cases that are related to the sourcing event. \| \| Draft Contracts \| View and track all the draft contracts for the suppliers referenced on the sourcing event. For more details, see Contracts. \| \| Signed Contracts \| View and track all the signed contracts for the suppliers referenced on the sourcing event. \| \| Other Legal Documents \| View and track all the other legal documents for the suppliers referenced on the sourcing event. \| \| Contract Requests \| Displays all the associated contract requests against this sourcing event.Note: This field is displayed only if you have the Source-to-Pay Operations with Contract Management Pro plugin (com.snc.sn\_spend\_clm) installed. \| \| Purchase SLAs \| View all the purchase SLAs associated to purchasing tasks against the sourcing event, along with tasks associated to the underlying purchase requisition lines. \| \| Purchase Requisitions \| View information on all the purchase requisitions that are related to the sourcing event. For more details, see Purchase requisition. \| \| Draft Emails \| Associated email communication that is saved as drafts. \| \| Sent Emails \| Associated email communication that has been sent. \| ## Sourcing event workflow The default states that are available for a sourcing event are listed. * Draft * Planned * Work in Progress * Pricing Obtained * Awaiting Task Completion * Requires Decision * Closed Complete * Closed No Decision * Closed Canceled	--- title: Sourcing events description: Sourcing events represent the type of sourcing activity needed to negotiate with each supplier, and track the individual negotiations with each supplier. They help sourcing managers manage multi-supplier and multi-product negotiations. keywords: [] breadcrumbs: - Finance and Supply Chain - Sourcing and Procurement Operations - Exploring Sourcing and Procurement Operations - Sourcing and Purchasing Automation --- # Sourcing events Sourcing events represent the type of sourcing activity needed to negotiate with each supplier, and track the individual negotiations with each supplier. They help sourcing managers manage multi-supplier and multi-product negotiations. Instead of individually managing negotiations of similar item requests from various suppliers who provide that item, sourcing managers can create a sourcing event for a negotiation intent or objective to manage multi-supplier and multi-product negotiations. Multiple negotiations and sourcing requests can be mapped to a single sourcing event as child entities. Through this sourcing event, the sourcing managers can view and effectively manage the progress of the negotiations created for each supplier. They can also discuss, follow, update, or cancel the event, as required. Further, they can award a single supplier or multiple suppliers, or even reject bids by selecting Award, Award multiple suppliers, or Reject bids respectively. Selecting Award multiple suppliers redirects them to the Source-to-Pay Workspace, where they can complete the process. For more information on this, see Award multiple suppliers from a sourcing event. Sourcing events can be best viewed from the Source-to-Pay Workspace list page. Here’s a list of key fields of a sourcing event: Table 1. Sourcing event fields \| Field \| Description \| \| --- \| --- \| \| Number \| System-generated unique identifier of the sourcing event. \| \| Assigned to \| User who is responsible for the sourcing event. \| \| State \| Current state of the sourcing event.Note: This is a read-only field. \| \| Supplier responses close \| Date by which the suppliers must submit their responses to the sourcing activity. \| \| Short description \| Brief of the sourcing event. \| \| Description \| Details of the sourcing event. \| \| Summary \| \| \| Negotiation type \| Type of sourcing event or the method used to engage with the supplier. For example, you can initiate a contract renewal or ask for a quote. \| \| Negotiation outcome \| Anticipated outcome or end results of the sourcing event. For example, you can negotiate contract terms or standard savings on a purchase. \| \| Expected start \| Expected start date of the sourcing event. \| \| Actual start \| Actual start date of the sourcing event. \| \| Actual end \| Actual end date of the sourcing event. \| \| Duration \| Duration of the sourcing event. \| \| Negotiation objectives \| Objectives or goals for the sourcing event. \| \| Close notes \| Notes on closure of the sourcing event, if any. \| The following are the related lists of a sourcing event: Table 2. Sourcing event related lists \| Related list \| Description \| \| --- \| --- \| \| Sourcing Requests \| View all the sourcing requests that are mapped to this sourcing event. For details, see Sourcing request. \| \| Negotiations \| View all the negotiations with each supplier that are mapped to this sourcing event. For details, see Negotiations. \| \| Purchase Lines \| View and track all the purchase line records within the parent purchase for the suppliers referenced on the sourcing event. For details, see Purchase lines. \| \| Purchasing Tasks \| View information on all the purchasing tasks that are related to the sourcing event. For details, see Purchasing tasks and procurement cases. \| \| Cases \| View information on all the cases that are related to the sourcing event. \| \| Draft Contracts \| View and track all the draft contracts for the suppliers referenced on the sourcing event. For more details, see Contracts. \| \| Signed Contracts \| View and track all the signed contracts for the suppliers referenced on the sourcing event. \| \| Other Legal Documents \| View and track all the other legal documents for the suppliers referenced on the sourcing event. \| \| Contract Requests \| Displays all the associated contract requests against this sourcing event.Note: This field is displayed only if you have the Source-to-Pay Operations with Contract Management Pro plugin (com.snc.sn\_spend\_clm) installed. \| \| Purchase SLAs \| View all the purchase SLAs associated to purchasing tasks against the sourcing event, along with tasks associated to the underlying purchase requisition lines. \| \| Purchase Requisitions \| View information on all the purchase requisitions that are related to the sourcing event. For more details, see Purchase requisition. \| \| Draft Emails \| Associated email communication that is saved as drafts. \| \| Sent Emails \| Associated email communication that has been sent. \| ## Sourcing event workflow The default states that are available for a sourcing event are listed. * Draft * Planned * Work in Progress * Pricing Obtained * Awaiting Task Completion * Requires Decision * Closed Complete * Closed No Decision * Closed Canceled
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/pipeline-form-tabs-actions.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/pipeline-form-tabs-actions.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/sourcing-procurement-operations/reference/pipeline-form-tabs-actions.html	zurich	Pipeline project record tabs and UI actions	View project financial details, add existing procurement objects to pipeline projects, or create new procurement objects from the Pipeline project record form.	[]	[ "Finance and Supply Chain", "Sourcing and Procurement Operations", "Sourcing and Procurement Operations reference" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/reference/pipeline-form-tabs-actions.html" id="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/reference/pipeline-form-tabs-actions.html"><body id="pipeline-form-tabs-actions"><main role="main"><article role="article" class="dita" id="pipeline-form-tabs-actions" aria-labelledby="title_pipeline-form-tabs-actions"> <h1 class="title topictitle1" id="title_pipeline-form-tabs-actions">Pipeline project record tabs and UI actions</h1> <div class="body refbody"><p class="shortdesc">View project financial details, add existing procurement objects to pipeline projects, or create new procurement objects from the Pipeline project record form.</p> <section class="section" id="pipeline-form-tabs-actions__section_j3s_n3f_zfc"><h2 id="d191698e42" class="title sectiontitle">Pipeline project record form</h2> <div class="p"> <figure class="fig fignone" id="pipeline-form-tabs-actions__fig_yvr_cmf_zfc"><figcaption><span class="fig--title-label">Figure 1. </span>Pipeline project record form</figcaption> <img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/../image/pipeline-record-page.png?_LANG=enus" class="image" id="pipeline-form-tabs-actions__image_zvr_cmf_zfc" alt="Pipeline project record form tabs and UI actions"/> </figure> </div> <p class="p">The following table provides descriptions of the available tabs and UI actions in the Pipeline project record form.</p> <div class="table-wrap"><table count-columns="2" class="table frame-all" id="pipeline-form-tabs-actions__table_j2z_dgf_zfc"><caption></caption><colgroup><col/><col/></colgroup><thead class="thead"> <tr class="row"> <th class="entry colsep-1 rowsep-1" id="pipeline-form-tabs-actions__table_j2z_dgf_zfc__entry__1">Form component</th> <th class="entry colsep-1 rowsep-1" id="pipeline-form-tabs-actions__table_j2z_dgf_zfc__entry__2">Description</th> </tr> </thead><tbody class="tbody"> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="pipeline-form-tabs-actions__table_j2z_dgf_zfc__entry__1">State and progress bar</td> <td class="entry colsep-1 rowsep-1" headers="pipeline-form-tabs-actions__table_j2z_dgf_zfc__entry__2">Shows the current state of the pipeline project.</td> </tr> <tr class="row"> <td class="entry sub-head colsep-1 rowsep-1" headers="pipeline-form-tabs-actions__table_j2z_dgf_zfc__entry__1 pipeline-form-tabs-actions__table_j2z_dgf_zfc__entry__2" colspan="2">Tabs</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="pipeline-form-tabs-actions__table_j2z_dgf_zfc__entry__1">Overview</td> <td class="entry colsep-1 rowsep-1" headers="pipeline-form-tabs-actions__table_j2z_dgf_zfc__entry__2">The Overview tab includes the following sections:<ul class="ul" id="pipeline-form-tabs-actions__ul_ep5_hhf_zfc"> <li class="li">Project savings: Displays savings related tiles for:<ul class="ul" id="pipeline-form-tabs-actions__ul_qpy_lhf_zfc"> <li class="li">Estimated spend: Populated from the corresponding field on the pipeline project.</li> <li class="li">Targeted savings: Populated from the corresponding field on the pipeline project.</li> <li class="li">Realized savings: Sum of Hard savings, Cost avoidance, and Other savings on the pipeline project.</li> </ul></li> <li class="li">Sourcing summary: Displays list views of sourcing requests, sourcing events, and contracts associated with the pipeline project.</li> </ul></td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="pipeline-form-tabs-actions__table_j2z_dgf_zfc__entry__1">Details</td> <td class="entry colsep-1 rowsep-1" headers="pipeline-form-tabs-actions__table_j2z_dgf_zfc__entry__2">Displays all the information that you provided when creating a pipeline project.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="pipeline-form-tabs-actions__table_j2z_dgf_zfc__entry__1">Sourcing</td> <td class="entry colsep-1 rowsep-1" headers="pipeline-form-tabs-actions__table_j2z_dgf_zfc__entry__2">Contains separate subtabs, each listing sourcing requests, sourcing events, and negotiations associated with the pipeline.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="pipeline-form-tabs-actions__table_j2z_dgf_zfc__entry__1">Purchase Lines</td> <td class="entry colsep-1 rowsep-1" headers="pipeline-form-tabs-actions__table_j2z_dgf_zfc__entry__2">Lists the purchase lines belonging to all the associated sourcing requests.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="pipeline-form-tabs-actions__table_j2z_dgf_zfc__entry__1">Contracts</td> <td class="entry colsep-1 rowsep-1" headers="pipeline-form-tabs-actions__table_j2z_dgf_zfc__entry__2">Contains separate subtabs, each listing draft contracts, signed contracts, and other legal documents associated with the pipeline.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="pipeline-form-tabs-actions__table_j2z_dgf_zfc__entry__1">Related Work</td> <td class="entry colsep-1 rowsep-1" headers="pipeline-form-tabs-actions__table_j2z_dgf_zfc__entry__2">Contains separate subtabs, each listing purchasing tasks, cases, and purchasing SLAs associated with the pipeline.<div class="note note note_note"><span class="note__title">Note:</span> If the SPO and Contract Management Pro integration is enabled, this tab also includes contract requests.</div></td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="pipeline-form-tabs-actions__table_j2z_dgf_zfc__entry__1">Emails</td> <td class="entry colsep-1 rowsep-1" headers="pipeline-form-tabs-actions__table_j2z_dgf_zfc__entry__2">Displays a list of emails in both Draft and Sent status.</td> </tr> <tr class="row"> <td class="entry sub-head colsep-1 rowsep-1" headers="pipeline-form-tabs-actions__table_j2z_dgf_zfc__entry__1 pipeline-form-tabs-actions__table_j2z_dgf_zfc__entry__2" colspan="2">UI actions</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="pipeline-form-tabs-actions__table_j2z_dgf_zfc__entry__1">Add</td> <td class="entry colsep-1 rowsep-1" headers="pipeline-form-tabs-actions__table_j2z_dgf_zfc__entry__2">Use this drop-down list to add existing objects to the pipeline project. Available options:<ul class="ul" id="pipeline-form-tabs-actions__ul_jrq_33f_zfc"> <li class="li">Existing sourcing request</li> <li class="li">Existing sourcing event</li> <li class="li">Existing contract</li> </ul></td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="pipeline-form-tabs-actions__table_j2z_dgf_zfc__entry__1">Create</td> <td class="entry colsep-1 rowsep-1" headers="pipeline-form-tabs-actions__table_j2z_dgf_zfc__entry__2">Use this drop-down list to create new objects for the pipeline project. Available options:<ul class="ul" id="pipeline-form-tabs-actions__ul_pxp_j3f_zfc"> <li class="li">New sourcing request</li> <li class="li">New sourcing event</li> <li class="li">New contract</li> </ul></td> </tr> </tbody></table></div> </section> </div> <nav role="navigation"></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"><div class="col-md-4"><dt>Related concepts</dt><dd><ul><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/psm-domain-separation.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/psm-domain-separation.html" class="link" title="Domain separation is unsupported for Sourcing and Procurement Operations. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.">Domain separation and Sourcing and Procurement Operations</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/spo-glossary.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/spo-glossary.html" class="link" title="Learn about the terms and concepts used in Sourcing and Procurement Operations (SPO).">Sourcing and Procurement Operations glossary</a></li></ul></dd></div><div class="col-md-4"><dt>Related reference</dt><dd><ul><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/create-pipeline-project-form.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/create-pipeline-project-form.html" class="link" title="Use the Create New Pipeline Project form to provide details about the pipe project.">Create New Pipeline Project form</a></li></ul></dd></div></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Sourcing and Procurement Operations", "topic_id": "product/sourcing-procurement-operations/concept/psm-overview.html" }, { "title": "Sourcing and Procurement Operations reference", "topic_id": "product/sourcing-procurement-operations/reference/spo-reference.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations\">Zurich Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/finance-supply-chain-landing.html\">Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/psm-overview.html\">Sourcing and Procurement Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-reference.html\">Sourcing and Procurement Operations reference</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">Pipeline project record tabs and UI actions</span>", "bundle_id": "zurich-source-to-pay-operations", "bundle_key": 2735, "bundle_landing_page": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html", "bundle_subtitle": null, "bundle_title": "Zurich Finance and Supply Chain", "canonical_link": null, "dates": { "Added on": "2025-08-05T13:11:54.216332Z", "Created on": "2025-07-14T00:00:00Z", "Initial upload": "2025-07-30T22:25:52.095402Z", "Updated on": "2025-07-31T00:00:00Z" }, "dislike_url": "https://servicenow-be-prod.servicenow.com/dislike/55688503", "dislikes": 0, "es_archived_content": false, "is_in_fav": false, "is_liked": null, "is_watched": false, "keywords": [ " zurich zurich" ], "labels": [ { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "zurich", "navtitle": "Zurich", "outputclasses": [], "subjectHeadId": "versions", "subjectheadNavtitle": "Versions", "visibility": "show-facet" }, { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "spoo", "navtitle": "Sourcing and Procurement Operations", "outputclasses": [], "subjectHeadId": "products", "subjectheadNavtitle": "Products", "visibility": "show-facet" } ], "labels_text": "Versions > Zurich; 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data-page=\"bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/reference/pipeline-form-tabs-actions.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/reference/pipeline-form-tabs-actions.html\"><body id=\"pipeline-form-tabs-actions\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"pipeline-form-tabs-actions\" aria-labelledby=\"title_pipeline-form-tabs-actions\">\n <h1 class=\"title topictitle1\" id=\"title_pipeline-form-tabs-actions\">Pipeline project record tabs and UI actions</h1>\n \n \n <div class=\"body refbody\"><p class=\"shortdesc\">View project financial details, add existing procurement objects to pipeline projects, or create new procurement objects from the Pipeline project record form.</p>\n <section class=\"section\" id=\"pipeline-form-tabs-actions__section_j3s_n3f_zfc\"><h2 id=\"d191698e42\" class=\"title sectiontitle\">Pipeline project record form</h2>\n \n <div class=\"p\">\n <figure class=\"fig fignone\" id=\"pipeline-form-tabs-actions__fig_yvr_cmf_zfc\"><figcaption><span class=\"fig--title-label\">Figure 1. </span>Pipeline project record form</figcaption>\n \n <img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/../image/pipeline-record-page.png?_LANG=enus\" class=\"image\" id=\"pipeline-form-tabs-actions__image_zvr_cmf_zfc\" alt=\"Pipeline project record form tabs and UI actions\"/>\n </figure>\n </div>\n <p class=\"p\">The following table provides descriptions of the available tabs and UI actions in the Pipeline project record form.</p>\n <div class=\"table-wrap\"><table count-columns=\"2\" class=\"table frame-all\" id=\"pipeline-form-tabs-actions__table_j2z_dgf_zfc\"><caption></caption><colgroup><col/><col/></colgroup><thead class=\"thead\">\n <tr class=\"row\">\n <th class=\"entry colsep-1 rowsep-1\" id=\"pipeline-form-tabs-actions__table_j2z_dgf_zfc__entry__1\">Form component</th>\n <th class=\"entry colsep-1 rowsep-1\" id=\"pipeline-form-tabs-actions__table_j2z_dgf_zfc__entry__2\">Description</th>\n </tr>\n </thead><tbody class=\"tbody\">\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"pipeline-form-tabs-actions__table_j2z_dgf_zfc__entry__1\">State and progress bar</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"pipeline-form-tabs-actions__table_j2z_dgf_zfc__entry__2\">Shows the current state of the pipeline project.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry sub-head colsep-1 rowsep-1\" headers=\"pipeline-form-tabs-actions__table_j2z_dgf_zfc__entry__1 pipeline-form-tabs-actions__table_j2z_dgf_zfc__entry__2\" colspan=\"2\">Tabs</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"pipeline-form-tabs-actions__table_j2z_dgf_zfc__entry__1\">Overview</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"pipeline-form-tabs-actions__table_j2z_dgf_zfc__entry__2\">The Overview tab includes the following sections:<ul class=\"ul\" id=\"pipeline-form-tabs-actions__ul_ep5_hhf_zfc\">\n <li class=\"li\">Project savings: Displays savings related tiles for:<ul class=\"ul\" id=\"pipeline-form-tabs-actions__ul_qpy_lhf_zfc\">\n <li class=\"li\">Estimated spend: Populated from the corresponding field on the pipeline project.</li>\n <li class=\"li\">Targeted savings: Populated from the corresponding field on the pipeline project.</li>\n <li class=\"li\">Realized savings: Sum of Hard savings, Cost avoidance, and Other savings on the pipeline project.</li>\n </ul></li>\n <li class=\"li\">Sourcing summary: Displays list views of sourcing requests, sourcing events, and contracts associated with the pipeline project.</li>\n </ul></td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"pipeline-form-tabs-actions__table_j2z_dgf_zfc__entry__1\">Details</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"pipeline-form-tabs-actions__table_j2z_dgf_zfc__entry__2\">Displays all the information that you provided when creating a pipeline project.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"pipeline-form-tabs-actions__table_j2z_dgf_zfc__entry__1\">Sourcing</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"pipeline-form-tabs-actions__table_j2z_dgf_zfc__entry__2\">Contains separate subtabs, each listing sourcing requests, sourcing events, and negotiations associated with the pipeline.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"pipeline-form-tabs-actions__table_j2z_dgf_zfc__entry__1\">Purchase Lines</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"pipeline-form-tabs-actions__table_j2z_dgf_zfc__entry__2\">Lists the purchase lines belonging to all the associated sourcing requests.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"pipeline-form-tabs-actions__table_j2z_dgf_zfc__entry__1\">Contracts</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"pipeline-form-tabs-actions__table_j2z_dgf_zfc__entry__2\">Contains separate subtabs, each listing draft contracts, signed contracts, and other legal documents associated with the pipeline.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"pipeline-form-tabs-actions__table_j2z_dgf_zfc__entry__1\">Related Work</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"pipeline-form-tabs-actions__table_j2z_dgf_zfc__entry__2\">Contains separate subtabs, each listing purchasing tasks, cases, and purchasing SLAs associated with the pipeline.<div class=\"note note note_note\"><span class=\"note__title\">Note:</span> If the SPO and Contract Management Pro integration is enabled, this tab also includes contract\n requests.</div></td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"pipeline-form-tabs-actions__table_j2z_dgf_zfc__entry__1\">Emails</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"pipeline-form-tabs-actions__table_j2z_dgf_zfc__entry__2\">Displays a list of emails in both Draft and Sent status.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry sub-head colsep-1 rowsep-1\" headers=\"pipeline-form-tabs-actions__table_j2z_dgf_zfc__entry__1 pipeline-form-tabs-actions__table_j2z_dgf_zfc__entry__2\" colspan=\"2\">UI actions</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"pipeline-form-tabs-actions__table_j2z_dgf_zfc__entry__1\">Add</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"pipeline-form-tabs-actions__table_j2z_dgf_zfc__entry__2\">Use this drop-down list to add existing objects to the pipeline project. Available options:<ul class=\"ul\" id=\"pipeline-form-tabs-actions__ul_jrq_33f_zfc\">\n <li class=\"li\">Existing sourcing request</li>\n <li class=\"li\">Existing sourcing event</li>\n <li class=\"li\">Existing contract</li>\n </ul></td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"pipeline-form-tabs-actions__table_j2z_dgf_zfc__entry__1\">Create</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"pipeline-form-tabs-actions__table_j2z_dgf_zfc__entry__2\">Use this drop-down list to create new objects for the pipeline project. Available options:<ul class=\"ul\" id=\"pipeline-form-tabs-actions__ul_pxp_j3f_zfc\">\n <li class=\"li\">New sourcing request</li>\n <li class=\"li\">New sourcing event</li>\n <li class=\"li\">New contract</li>\n </ul></td>\n </tr>\n </tbody></table></div>\n </section>\n </div>\n<nav role=\"navigation\"></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"><div class=\"col-md-4\"><dt>Related concepts</dt><dd><ul><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/psm-domain-separation.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/psm-domain-separation.html\" class=\"link\" title=\"Domain separation is unsupported for Sourcing and Procurement Operations. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.\">Domain separation and Sourcing and Procurement Operations</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/spo-glossary.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/spo-glossary.html\" class=\"link\" title=\"Learn about the terms and concepts used in Sourcing and Procurement Operations (SPO).\">Sourcing and Procurement Operations glossary</a></li></ul></dd></div><div class=\"col-md-4\"><dt>Related reference</dt><dd><ul><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/create-pipeline-project-form.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/create-pipeline-project-form.html\" class=\"link\" title=\"Use the Create New Pipeline Project form to provide details about the pipe project.\">Create New Pipeline Project form</a></li></ul></dd></div></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Pipeline project record tabs and UI actions View project financial details, add existing procurement objects to pipeline projects, or create new procurement objects from the Pipeline project record form. ## Pipeline project record form Figure 1. Pipeline project record form The following table provides descriptions of the available tabs and UI actions in the Pipeline project record form. \| Form component \| Description \| \| --- \| --- \| \| State and progress bar \| Shows the current state of the pipeline project. \| \| Tabs \| \| \| Overview \| The Overview tab includes the following sections: * Project savings: Displays savings related tiles for: + Estimated spend: Populated from the corresponding field on the pipeline project. + Targeted savings: Populated from the corresponding field on the pipeline project. + Realized savings: Sum of Hard savings, Cost avoidance, and Other savings on the pipeline project. * Sourcing summary: Displays list views of sourcing requests, sourcing events, and contracts associated with the pipeline project. \| \| Details \| Displays all the information that you provided when creating a pipeline project. \| \| Sourcing \| Contains separate subtabs, each listing sourcing requests, sourcing events, and negotiations associated with the pipeline. \| \| Purchase Lines \| Lists the purchase lines belonging to all the associated sourcing requests. \| \| Contracts \| Contains separate subtabs, each listing draft contracts, signed contracts, and other legal documents associated with the pipeline. \| \| Related Work \| Contains separate subtabs, each listing purchasing tasks, cases, and purchasing SLAs associated with the pipeline.Note: If the SPO and Contract Management Pro integration is enabled, this tab also includes contract requests. \| \| Emails \| Displays a list of emails in both Draft and Sent status. \| \| UI actions \| \| \| Add \| Use this drop-down list to add existing objects to the pipeline project. Available options: * Existing sourcing request * Existing sourcing event * Existing contract \| \| Create \| Use this drop-down list to create new objects for the pipeline project. Available options: * New sourcing request * New sourcing event * New contract \|	--- title: Pipeline project record tabs and UI actions description: View project financial details, add existing procurement objects to pipeline projects, or create new procurement objects from the Pipeline project record form. keywords: [] breadcrumbs: - Finance and Supply Chain - Sourcing and Procurement Operations - Sourcing and Procurement Operations reference --- # Pipeline project record tabs and UI actions View project financial details, add existing procurement objects to pipeline projects, or create new procurement objects from the Pipeline project record form. ## Pipeline project record form Figure 1. Pipeline project record form The following table provides descriptions of the available tabs and UI actions in the Pipeline project record form. \| Form component \| Description \| \| --- \| --- \| \| State and progress bar \| Shows the current state of the pipeline project. \| \| Tabs \| \| \| Overview \| The Overview tab includes the following sections: * Project savings: Displays savings related tiles for: + Estimated spend: Populated from the corresponding field on the pipeline project. + Targeted savings: Populated from the corresponding field on the pipeline project. + Realized savings: Sum of Hard savings, Cost avoidance, and Other savings on the pipeline project. * Sourcing summary: Displays list views of sourcing requests, sourcing events, and contracts associated with the pipeline project. \| \| Details \| Displays all the information that you provided when creating a pipeline project. \| \| Sourcing \| Contains separate subtabs, each listing sourcing requests, sourcing events, and negotiations associated with the pipeline. \| \| Purchase Lines \| Lists the purchase lines belonging to all the associated sourcing requests. \| \| Contracts \| Contains separate subtabs, each listing draft contracts, signed contracts, and other legal documents associated with the pipeline. \| \| Related Work \| Contains separate subtabs, each listing purchasing tasks, cases, and purchasing SLAs associated with the pipeline.Note: If the SPO and Contract Management Pro integration is enabled, this tab also includes contract requests. \| \| Emails \| Displays a list of emails in both Draft and Sent status. \| \| UI actions \| \| \| Add \| Use this drop-down list to add existing objects to the pipeline project. Available options: * Existing sourcing request * Existing sourcing event * Existing contract \| \| Create \| Use this drop-down list to create new objects for the pipeline project. Available options: * New sourcing request * New sourcing event * New contract \|
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/purchase-experience-workflow.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/purchase-experience-workflow.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/sourcing-procurement-operations/reference/purchase-experience-workflow.html	zurich	Sourcing and Purchasing Automation	Sourcing and Purchasing Automation for ShoppingHub includes workflows that help support the user interface purchasing experience for the shopper. These workflows consist of sourcing requests, negotiations, purchase requisitions, contracts, purchase orders, receipts, and invoices.	[]	[ "Finance and Supply Chain", "Sourcing and Procurement Operations", "Exploring Sourcing and Procurement Operations" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/reference/purchase-experience-workflow.html" id="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/reference/purchase-experience-workflow.html"><body id="purchase-experience-workflow"><main role="main"><article role="article" class="dita" id="purchase-experience-workflow" aria-labelledby="title_purchase-experience-workflow"> <h1 class="title topictitle1" id="title_purchase-experience-workflow"><span class="ph">Sourcing and Purchasing Automation</span></h1> <div class="body refbody"><p class="shortdesc"><span class="ph">Sourcing and Purchasing Automation</span> for ShoppingHub includes workflows that help support the user interface purchasing experience for the shopper. These workflows consist of sourcing requests, negotiations, purchase requisitions, contracts, purchase orders, receipts, and invoices.</p> <section class="section" id="purchase-experience-workflow__section_ins_g5n_xfc"> <div class="p"> <div class="note important note_important"><span class="note__title">Important:</span> Check your entitlements to determine whether you have access to Sourcing and Purchasing Automation.</div> </div> </section> </div> <nav role="navigation"><dt class="ullinks"></dt><dd class="ullinks"><ul class="ullinks"><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/sourcing-request.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/sourcing-request.html">Sourcing request</a><p class="shortdesc">A sourcing request is created for when an item that a shopper, employee, or requester needs, must be sourced. This record is created when an active contractual price for the product that the shopper intends to purchase doesn’t exist. This includes items in both the product catalog and off-catalog.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/negotiations.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/negotiations.html">Negotiations</a><p class="shortdesc">A negotiation represents individual supplier negotiations and tracks the items and activities according to supplier. These activities involve obtaining the price for the products or services requested by the shopper, or negotiating the terms.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/negotiation-events.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/negotiation-events.html">Sourcing events</a><p class="shortdesc">Sourcing events represent the type of sourcing activity needed to negotiate with each supplier, and track the individual negotiations with each supplier. They help sourcing managers manage multi-supplier and multi-product negotiations.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/purchase-requisition.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/purchase-requisition.html">Purchase requisition</a><p class="shortdesc">A purchase requisition represents a request that is sent internally within an organization to obtain purchased goods or services. It consists of items that need to be ordered, and may need to go through approvals for a purchase order to be created.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/purchase-lines.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/purchase-lines.html">Purchase lines</a><p class="shortdesc">Purchase lines provide information of the individual lines under a purchase requisition or a sourcing request for the referenced supplier.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/purchase-requisition-merging.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/purchase-requisition-merging.html">Purchase requisition merging</a><p class="shortdesc">Purchase requisitions can be merged if certain criteria are met. This avoids multiple purchase orders from being created unnecessarily and also helps enforce approval rule limits.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/purchasing-tasks.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/purchasing-tasks.html">Purchasing tasks and procurement cases</a><p class="shortdesc">All automated purchasing tasks and procurement cases are created using flow designer from the Service Delivery Common (SDC) application. The flow designer uses the underlying task and case generation decision tables, and purchasing tasks and procurement cases are created based on the conditions defined in the decision tables.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/purchase-order.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/purchase-order.html">Purchase order</a><p class="shortdesc">A purchase order is a binding contract between a buyer and a supplier that authorizes a purchasing transaction. It contains the descriptions, quantities, prices, applicable discounts, payment terms, delivery dates, and other associated terms and conditions with the supplier.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/blanket-purchase-order-workflow.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/blanket-purchase-order-workflow.html">Blanket purchase order workflow</a><p class="shortdesc">During checkout, when a shopper selects <span class="ph uicontrol">I am not sure</span> in the delivery date option, it creates a purchase requisition with a blanket order type, which results in the creation of a blanket purchase order.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/purchase-revisions.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/purchase-revisions.html">Purchase revisions</a><p class="shortdesc">Revisions for the quantity of the product, budget, or delivery location can be made to orders placed from ShoppingHub.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/contracts.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/contracts.html">Contracts</a><p class="shortdesc">A contract defines the terms and conditions along with pricing agreed for a product with the supplier. An active contractual price determines if the pricing of a product or service is displayed on ShoppingHub.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/pricing.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/pricing.html">Pricing</a><p class="shortdesc">Pricing stores the relationship between supplier product, contracts, and price of a product.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/receipt-tasks.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/receipt-tasks.html">Receipt tasks</a><p class="shortdesc">Receipt tasks are created when goods receipt is required for the purchase line.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/receipts.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/receipts.html">Receipts</a><p class="shortdesc">Receipts reference a purchase order line. Depending on the product type of the purchase, a goods receipt or services receipt is generated.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/shipment-details.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/shipment-details.html">Shipment details</a><p class="shortdesc">Shipment details display tracking information of a product that is shipped to the employee shopper.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/invoice-tasks.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/invoice-tasks.html">Invoice tasks</a><p class="shortdesc">Invoice tasks, an extension of acknowledgment tasks, lists invoice tasks in the Open, Work in Progress, and Closed Rejected status.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/invoices.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/invoices.html">Invoices</a><p class="shortdesc">Invoices are generated for a payment against a purchase order. A purchase order can have multiple invoices depending on the payment schedule.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/task/create-approval-rule.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/create-approval-rule.html">Create an approval rule</a><p class="shortdesc">Approve a purchase requisition, purchase order, sourcing request, or invoice, by defining an approval strategy and creating approval rules. This is a one-place configuration that can drive any kind of approval process that your organization may need.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/task/work-with-approval-plan.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/work-with-approval-plan.html">Monitor an approval plan</a><p class="shortdesc">During evaluation, the approval engine converts each approval rule into one or multiple approval plans. You can monitor approval plans to understand how the overall approval process is being executed, the routing and decision methods, the list of approvers involved, the status on the approvals, the list of purchase lines the approval is planned for, and so on.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/approvals-reassessment.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/approvals-reassessment.html">Approvals reassessment</a><p class="shortdesc">Review the conditions for approvals reassessment and their impact on purchase automation.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/task/create-purchasing-assignment-rule.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/create-purchasing-assignment-rule.html">Create a purchasing assignment rule</a><p class="shortdesc">Automatically assign a sourcing request, negotiation, or purchase requisition to a procurement specialist user or a task fulfiller’s group based on pre-defined conditions by using a purchasing assignment rule.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/task/define-capitalization-policy.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/define-capitalization-policy.html">Define a capitalization policy</a><p class="shortdesc">Create fixed asset shells automatically during purchase order creation, by defining a capitalization policy.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/fixed-asset-creation.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/fixed-asset-creation.html">Fixed asset creation</a><p class="shortdesc">As a procurement administrator, you can create fixed assets for products that are purchased for long-term use and are not likely to be converted quickly into cash.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/inventory-asset-creation.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/inventory-asset-creation.html">Inventory asset creation</a><p class="shortdesc">Inventory assets are not created upfront when fixed assets are created.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/shipping-cost-calculations.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/shipping-cost-calculations.html">Shipping cost calculations</a><p class="shortdesc">A framework to integrate shipping cost calculations into <span class="ph">Sourcing and Purchasing Automation</span> is implemented such that approvals can be done on the full value of purchases.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/tax-calculations.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/tax-calculations.html">Tax calculations</a><p class="shortdesc">A framework to integrate tax calculations into <span class="ph">Sourcing and Purchasing Automation</span> is implemented such that approvals can be done on the full value of purchases.</p></li></ul></dd></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"><div class="col-md-4"><dt>Related tasks</dt><dd><ul><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/task/activate-finance-spend-central.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/activate-finance-spend-central.html" class="link" title="Install Sourcing and Procurement Operations and its dependent applications from the ServiceNow Store.">Install Sourcing and Procurement Operations</a></li></ul></dd></div><div class="col-md-4"><dt>Related concepts</dt><dd><ul><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/my-purchases.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/my-purchases.html" class="link" title="As a shopper, you can view all the purchases made from your shopping account by selecting My purchases from your Shopping Hub profile.">My purchases on Shopping Hub</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/shoppinghub-mobile.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/shoppinghub-mobile.html" class="link" title="The ServiceNow Shopping Hub Mobile app enables you to engage with procurement organizations from a mobile device. Shopping Hub Mobile is available on the Now Mobile app and is supported on iOS and Android devices.">Shopping Hub Mobile</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/performance-analytics-for-spo.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/performance-analytics-for-spo.html" class="link" title="With this application, you can use a set of pre-configured metrics and dashboards to assess spend, operational efficiency, and team performance across the Sourcing and Procurement Operations product.">Performance Analytics for Sourcing and Procurement Operations</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/psd-overview.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/psd-overview.html" class="link" title="With the Procurement Case Management application, you can enable your employees to submit procurement cases and access your organization's knowledge base. You can also enable your procurement teams to automate their fulfillment processes so that they can manage and monitor the progress of their tasks.">Procurement Case Management</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/procurement-specialist-workspace.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/procurement-specialist-workspace.html" class="link" title="As a Procurement Specialist, you can easily complete your actionable tasks within the premises of an enhanced user experience with Source-to-Pay Workspace.">Source-to-Pay Workspace</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/spo-spend-mgmt.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/spo-spend-mgmt.html" class="link" title="Category management is a strategic procurement approach that involves managing a group of related products or services to maximize value, optimize costs, and enhance supplier relationships. Essentially, it’s the structured management of category taxonomy, ensuring that goods and services are categorized, sourced, and managed efficiently to drive better decision-making and operational efficiency.">Spend and Savings Management</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/spo-sourcing-pipeline-mgmt.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/spo-sourcing-pipeline-mgmt.html" class="link" title="Sourcing Pipeline Management (sn_spend_pipeline) provides a centralized framework for creating, tracking, and executing sourcing initiatives through pipeline projects. It enhances efficiency through automated workflows, improves visibility into project progress, and simplifies savings tracking and forecasting.">Sourcing Pipeline Management</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/punchout-overview.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/punchout-overview.html" class="link" title="PunchOut is a technology that connects a buyer’s eProcurement application directly to their supplier is third-party punchout suppliers’ eCommerce sites">Understanding Punchout</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/concept/ai-search-sourcing-procurement-operations.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/ai-search-sourcing-procurement-operations.html" class="link" title="The AI Search application provides a modern consumer-grade search engine for the Service Portal, Employee Center (EC), Mobile, and Virtual Agent.">AI Search for Sourcing and Procurement Operations</a></li></ul></dd></div><div class="col-md-4"><dt>Related reference</dt><dd><ul><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/application-plugin-list.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/application-plugin-list.html" class="link" title="The following table lists the Sourcing and Procurement Operations (SPO) plugins, their installation sequence, high-level descriptions, and dependencies.">Application plugin installation sequence in Sourcing and Procurement Operations</a></li></ul></dd></div></nav> </article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Sourcing and Procurement Operations", "topic_id": "product/sourcing-procurement-operations/concept/psm-overview.html" }, { "title": "Exploring Sourcing and Procurement Operations", "topic_id": "product/sourcing-procurement-operations/concept/exploring-spo.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations\">Zurich Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/finance-supply-chain-landing.html\">Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/psm-overview.html\">Sourcing and Procurement Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/exploring-spo.html\">Exploring Sourcing and Procurement Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">Sourcing and Purchasing Automation</span>", "bundle_id": "zurich-source-to-pay-operations", "bundle_key": 2735, "bundle_landing_page": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html", "bundle_subtitle": null, "bundle_title": "Zurich Finance and Supply Chain", "canonical_link": null, "dates": { "Added on": "2025-08-05T13:11:54.216332Z", "Created on": "2023-08-03T00:00:00Z", "Initial upload": "2025-07-30T22:25:52.095402Z", "Updated on": "2025-07-31T00:00:00Z" }, "dislike_url": "https://servicenow-be-prod.servicenow.com/dislike/55688510", "dislikes": 0, "es_archived_content": false, "is_in_fav": false, "is_liked": null, "is_watched": false, "keywords": [ " zurich zurich" ], "labels": [ { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "zurich", "navtitle": "Zurich", "outputclasses": [], "subjectHeadId": "versions", "subjectheadNavtitle": "Versions", "visibility": "show-facet" }, { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "spoo", "navtitle": "Sourcing and Procurement Operations", "outputclasses": [], "subjectHeadId": "products", "subjectheadNavtitle": "Products", "visibility": "show-facet" } ], "labels_text": "Versions > Zurich; 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These workflows consist of\n sourcing requests, negotiations, purchase requisitions, contracts, purchase orders, receipts,\n and invoices.</p>\n <section class=\"section\" id=\"purchase-experience-workflow__section_ins_g5n_xfc\">\n <div class=\"p\">\n <div class=\"note important note_important\"><span class=\"note__title\">Important:</span> Check your entitlements to determine whether you have access to Sourcing and Purchasing Automation.</div>\n </div>\n </section>\n </div>\n <nav role=\"navigation\"><dt class=\"ullinks\"></dt><dd class=\"ullinks\"><ul class=\"ullinks\"><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/sourcing-request.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/sourcing-request.html\">Sourcing request</a><p class=\"shortdesc\">A sourcing request is created for when an item that a shopper, employee, or requester needs, must be sourced. This record is created when an active contractual price for the product that the shopper intends to purchase doesn’t exist. This includes items in both the product catalog and off-catalog.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/negotiations.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/negotiations.html\">Negotiations</a><p class=\"shortdesc\">A negotiation represents individual supplier negotiations and tracks the items and activities according to supplier. These activities involve obtaining the price for the products or services requested by the shopper, or negotiating the terms.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/negotiation-events.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/negotiation-events.html\">Sourcing events</a><p class=\"shortdesc\">Sourcing events represent the type of sourcing activity needed to negotiate with each supplier, and track the individual negotiations with each supplier. They help sourcing managers manage multi-supplier and multi-product negotiations.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/purchase-requisition.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/purchase-requisition.html\">Purchase requisition</a><p class=\"shortdesc\">A purchase requisition represents a request that is sent internally within an organization to obtain purchased goods or services. It consists of items that need to be ordered, and may need to go through approvals for a purchase order to be created.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/purchase-lines.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/purchase-lines.html\">Purchase lines</a><p class=\"shortdesc\">Purchase lines provide information of the individual lines under a purchase requisition or a sourcing request for the referenced supplier.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/purchase-requisition-merging.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/purchase-requisition-merging.html\">Purchase requisition merging</a><p class=\"shortdesc\">Purchase requisitions can be merged if certain criteria are met. This avoids multiple purchase orders from being created unnecessarily and also helps enforce approval rule limits.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/purchasing-tasks.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/purchasing-tasks.html\">Purchasing tasks and procurement cases</a><p class=\"shortdesc\">All automated purchasing tasks and procurement cases are created using flow designer from the Service Delivery Common (SDC) application. The flow designer uses the underlying task and case generation decision tables, and purchasing tasks and procurement cases are created based on the conditions defined in the decision tables.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/purchase-order.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/purchase-order.html\">Purchase order</a><p class=\"shortdesc\">A purchase order is a binding contract between a buyer and a supplier that authorizes a purchasing transaction. It contains the descriptions, quantities, prices, applicable discounts, payment terms, delivery dates, and other associated terms and conditions with the supplier.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/blanket-purchase-order-workflow.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/blanket-purchase-order-workflow.html\">Blanket purchase order workflow</a><p class=\"shortdesc\">During checkout, when a shopper selects <span class=\"ph uicontrol\">I am not sure</span> in the delivery date option, it creates a purchase requisition with a blanket order type, which results in the creation of a blanket purchase order.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/purchase-revisions.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/purchase-revisions.html\">Purchase revisions</a><p class=\"shortdesc\">Revisions for the quantity of the product, budget, or delivery location can be made to orders placed from ShoppingHub.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/contracts.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/contracts.html\">Contracts</a><p class=\"shortdesc\">A contract defines the terms and conditions along with pricing agreed for a product with the supplier. An active contractual price determines if the pricing of a product or service is displayed on ShoppingHub.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/pricing.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/pricing.html\">Pricing</a><p class=\"shortdesc\">Pricing stores the relationship between supplier product, contracts, and price of a product.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/receipt-tasks.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/receipt-tasks.html\">Receipt tasks</a><p class=\"shortdesc\">Receipt tasks are created when goods receipt is required for the purchase line.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/receipts.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/receipts.html\">Receipts</a><p class=\"shortdesc\">Receipts reference a purchase order line. Depending on the product type of the purchase, a goods receipt or services receipt is generated.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/shipment-details.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/shipment-details.html\">Shipment details</a><p class=\"shortdesc\">Shipment details display tracking information of a product that is shipped to the employee shopper.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/invoice-tasks.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/invoice-tasks.html\">Invoice tasks</a><p class=\"shortdesc\">Invoice tasks, an extension of acknowledgment tasks, lists invoice tasks in the Open, Work in Progress, and Closed Rejected status.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/invoices.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/invoices.html\">Invoices</a><p class=\"shortdesc\">Invoices are generated for a payment against a purchase order. A purchase order can have multiple invoices depending on the payment schedule.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/task/create-approval-rule.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/create-approval-rule.html\">Create an approval rule</a><p class=\"shortdesc\">Approve a purchase requisition, purchase order, sourcing request, or invoice, by defining an approval strategy and creating approval rules. This is a one-place configuration that can drive any kind of approval process that your organization may need.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/task/work-with-approval-plan.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/work-with-approval-plan.html\">Monitor an approval plan</a><p class=\"shortdesc\">During evaluation, the approval engine converts each approval rule into one or multiple approval plans. You can monitor approval plans to understand how the overall approval process is being executed, the routing and decision methods, the list of approvers involved, the status on the approvals, the list of purchase lines the approval is planned for, and so on.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/approvals-reassessment.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/approvals-reassessment.html\">Approvals reassessment</a><p class=\"shortdesc\">Review the conditions for approvals reassessment and their impact on purchase automation.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/task/create-purchasing-assignment-rule.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/create-purchasing-assignment-rule.html\">Create a purchasing assignment rule</a><p class=\"shortdesc\">Automatically assign a sourcing request, negotiation, or purchase requisition to a procurement specialist user or a task fulfiller’s group based on pre-defined conditions by using a purchasing assignment rule.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/task/define-capitalization-policy.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/define-capitalization-policy.html\">Define a capitalization policy</a><p class=\"shortdesc\">Create fixed asset shells automatically during purchase order creation, by defining a capitalization policy.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/fixed-asset-creation.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/fixed-asset-creation.html\">Fixed asset creation</a><p class=\"shortdesc\">As a procurement administrator, you can create fixed assets for products that are purchased for long-term use and are not likely to be converted quickly into cash.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/inventory-asset-creation.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/inventory-asset-creation.html\">Inventory asset creation</a><p class=\"shortdesc\">Inventory assets are not created upfront when fixed assets are created.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/shipping-cost-calculations.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/shipping-cost-calculations.html\">Shipping cost calculations</a><p class=\"shortdesc\">A framework to integrate shipping cost calculations into <span class=\"ph\">Sourcing and Purchasing Automation</span> is implemented such that approvals can be done on the full value of purchases.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/tax-calculations.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/tax-calculations.html\">Tax calculations</a><p class=\"shortdesc\">A framework to integrate tax calculations into <span class=\"ph\">Sourcing and Purchasing Automation</span> is implemented such that approvals can be done on the full value of purchases.</p></li></ul></dd></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"><div class=\"col-md-4\"><dt>Related tasks</dt><dd><ul><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/task/activate-finance-spend-central.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/activate-finance-spend-central.html\" class=\"link\" title=\"Install Sourcing and Procurement Operations and its dependent applications from the ServiceNow Store.\">Install Sourcing and Procurement Operations</a></li></ul></dd></div><div class=\"col-md-4\"><dt>Related concepts</dt><dd><ul><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/my-purchases.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/my-purchases.html\" class=\"link\" title=\"As a shopper, you can view all the purchases made from your shopping account by selecting My purchases from your Shopping Hub profile.\">My purchases on Shopping Hub</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/shoppinghub-mobile.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/shoppinghub-mobile.html\" class=\"link\" title=\"The ServiceNow Shopping Hub Mobile app enables you to engage with procurement organizations from a mobile device. Shopping Hub Mobile is available on the Now Mobile app and is supported on iOS and Android devices.\">Shopping Hub Mobile</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/performance-analytics-for-spo.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/performance-analytics-for-spo.html\" class=\"link\" title=\"With this application, you can use a set of pre-configured metrics and dashboards to assess spend, operational efficiency, and team performance across the Sourcing and Procurement Operations product.\">Performance Analytics for Sourcing and Procurement Operations</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/psd-overview.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/psd-overview.html\" class=\"link\" title=\"With the Procurement Case Management application, you can enable your employees to submit procurement cases and access your organization's knowledge base. You can also enable your procurement teams to automate their fulfillment processes so that they can manage and monitor the progress of their tasks.\">Procurement Case Management</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/procurement-specialist-workspace.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/procurement-specialist-workspace.html\" class=\"link\" title=\"As a Procurement Specialist, you can easily complete your actionable tasks within the premises of an enhanced user experience with Source-to-Pay Workspace.\">Source-to-Pay Workspace</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/spo-spend-mgmt.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/spo-spend-mgmt.html\" class=\"link\" title=\"Category management is a strategic procurement approach that involves managing a group of related products or services to maximize value, optimize costs, and enhance supplier relationships. Essentially, it’s the structured management of category taxonomy, ensuring that goods and services are categorized, sourced, and managed efficiently to drive better decision-making and operational efficiency.\">Spend and Savings Management</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/spo-sourcing-pipeline-mgmt.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/spo-sourcing-pipeline-mgmt.html\" class=\"link\" title=\"Sourcing Pipeline Management (sn_spend_pipeline) provides a centralized framework for creating, tracking, and executing sourcing initiatives through pipeline projects. It enhances efficiency through automated workflows, improves visibility into project progress, and simplifies savings tracking and forecasting.\">Sourcing Pipeline Management</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/punchout-overview.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/punchout-overview.html\" class=\"link\" title=\"PunchOut is a technology that connects a buyer’s eProcurement application directly to their supplier is third-party punchout suppliers’ eCommerce sites\">Understanding Punchout</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/concept/ai-search-sourcing-procurement-operations.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/ai-search-sourcing-procurement-operations.html\" class=\"link\" title=\"The AI Search application provides a modern consumer-grade search engine for the Service Portal, Employee Center (EC), Mobile, and Virtual Agent.\">AI Search for Sourcing and Procurement Operations</a></li></ul></dd></div><div class=\"col-md-4\"><dt>Related reference</dt><dd><ul><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/application-plugin-list.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/application-plugin-list.html\" class=\"link\" title=\"The following table lists the Sourcing and Procurement Operations (SPO) plugins, their installation sequence, high-level descriptions, and dependencies.\">Application plugin installation sequence in Sourcing and Procurement Operations</a></li></ul></dd></div></nav>\n</article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Sourcing and Purchasing Automation Sourcing and Purchasing Automation for ShoppingHub includes workflows that help support the user interface purchasing experience for the shopper. These workflows consist of sourcing requests, negotiations, purchase requisitions, contracts, purchase orders, receipts, and invoices. Important: Check your entitlements to determine whether you have access to Sourcing and Purchasing Automation.	--- title: Sourcing and Purchasing Automation description: Sourcing and Purchasing Automation for ShoppingHub includes workflows that help support the user interface purchasing experience for the shopper. These workflows consist of sourcing requests, negotiations, purchase requisitions, contracts, purchase orders, receipts, and invoices. keywords: [] breadcrumbs: - Finance and Supply Chain - Sourcing and Procurement Operations - Exploring Sourcing and Procurement Operations --- # Sourcing and Purchasing Automation Sourcing and Purchasing Automation for ShoppingHub includes workflows that help support the user interface purchasing experience for the shopper. These workflows consist of sourcing requests, negotiations, purchase requisitions, contracts, purchase orders, receipts, and invoices. Important: Check your entitlements to determine whether you have access to Sourcing and Purchasing Automation.
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-cost-alloc-inbound-table.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-cost-alloc-inbound-table.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/sourcing-procurement-operations/reference/spo-cost-alloc-inbound-table.html	zurich	Cost Allocation inbound staging table (Deprecated)	The Cost Allocation inbound [sn_spend_intg_imp_cost_allocation] staging table temporarily stores important data about cost allocations before this data is sent to the primary table.	[]	[ "Finance and Supply Chain", "Source-to-Pay Operations", "Source-to-Pay Integrations", "Source-to-Pay integration with third-party applications", "Source-to-Pay integration framework", "Inbound staging tables for Source-to-Pay Operations", "Inbound staging tables for Sourcing and Procurement Operations" ...	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/reference/spo-cost-alloc-inbound-table.html" id="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/reference/spo-cost-alloc-inbound-table.html"><body id="spo-cost-alloc-inbound-table"><main role="main"><article role="article" class="dita" id="spo-cost-alloc-inbound-table" aria-labelledby="title_spo-cost-alloc-inbound-table"> <h1 class="title topictitle1" id="title_spo-cost-alloc-inbound-table">Cost Allocation inbound staging table (Deprecated)</h1> <div class="body refbody"><p class="shortdesc">The Cost Allocation inbound [sn_spend_intg_imp_cost_allocation] staging table temporarily stores important data about cost allocations before this data is sent to the primary table.</p> <section class="section" id="spo-cost-alloc-inbound-table__section_pwp_qs5_hzb"> <div class="p"> <div class="note important note_important"><span class="note__title">Important:</span> This table is deprecated; please use the new one in the ERP integration framework instead. For more information, see <a class="xref true-external" href="https://support.servicenow.com/kb?id=kb_article_view&sys_kb_id=0e382d13477966102c31b98a436d43fa" target="_blank">KB2186786</a>.</div> </div> <p class="p">The following table lists the fields for the Cost Allocation inbound [sn_spend_intg_imp_cost_allocation] staging table.</p> <div class="p"> <div class="table-wrap"><table count-columns="3" class="table frame-all" id="spo-cost-alloc-inbound-table__table_c23_ss5_hzb"><caption><span class="table--title-label">Table 1. </span><span class="title">Cost Allocation inbound staging table</span></caption><colgroup><col/><col/><col/></colgroup><thead class="thead"> <tr class="row"> <th class="entry colsep-1 rowsep-1" id="spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__1">Field</th> <th class="entry colsep-1 rowsep-1" id="spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__2">Data type</th> <th class="entry colsep-1 rowsep-1" id="spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__3">Description</th> </tr> </thead><tbody class="tbody"> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__1">Allocate by</td> <td class="entry colsep-1 rowsep-1" headers="spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__2">String</td> <td class="entry colsep-1 rowsep-1" headers="spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__3">Determines whether the cost allocation is based on amount or percentage.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__1">Allocation amount</td> <td class="entry colsep-1 rowsep-1" headers="spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__2">String</td> <td class="entry colsep-1 rowsep-1" headers="spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__3">Amount that is allocated.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__1">Allocation percentage</td> <td class="entry colsep-1 rowsep-1" headers="spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__2">String</td> <td class="entry colsep-1 rowsep-1" headers="spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__3">Percentage of cost allocation.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__1">Cost center</td> <td class="entry colsep-1 rowsep-1" headers="spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__2">String</td> <td class="entry colsep-1 rowsep-1" headers="spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__3">Cost center associated with the cost allocation.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__1">Cost owner</td> <td class="entry colsep-1 rowsep-1" headers="spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__2">String</td> <td class="entry colsep-1 rowsep-1" headers="spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__3">User who incurs the cost of the allocated transaction amount.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__1">ERP CA number</td> <td class="entry colsep-1 rowsep-1" headers="spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__2">String</td> <td class="entry colsep-1 rowsep-1" headers="spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__3">CA number from the ERP system.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__1">ERP line number</td> <td class="entry colsep-1 rowsep-1" headers="spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__2">String</td> <td class="entry colsep-1 rowsep-1" headers="spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__3">Purchase order line number from the ERP system.<p class="p">This is a mandatory field.</p></td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__1">ERP PO number</td> <td class="entry colsep-1 rowsep-1" headers="spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__2">String</td> <td class="entry colsep-1 rowsep-1" headers="spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__3">Purchase order number from the ERP system.<p class="p">This is a mandatory field.</p></td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__1">ERP source</td> <td class="entry colsep-1 rowsep-1" headers="spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__2">String</td> <td class="entry colsep-1 rowsep-1" headers="spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__3">ERP source from which data is imported. For purchase order, receipt, and invoice integrations, the ERP source is determined through the legal entity associated with these records.<p class="p">This is a mandatory field.</p></td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__1">Order line</td> <td class="entry colsep-1 rowsep-1" headers="spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__2">String</td> <td class="entry colsep-1 rowsep-1" headers="spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__3">Order line associated with the cost allocation.</td> </tr> </tbody></table></div> </div> </section> </div> <nav role="navigation"></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"><div class="col-md-4"><dt>Related reference</dt><dd><ul><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/spo-prod-cate-inbound-table.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-prod-cate-inbound-table.html" class="link" title="The CMDB Model Category Stage inbound [sn_fcms_intg_cmdb_model_category_stage] staging table temporarily stores important data about product model categories before this data is sent to the primary table.">CMDB Model Category Stage inbound staging table</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/spo-serv-mod-inbound-table.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-serv-mod-inbound-table.html" class="link" title="The CMDB Service Model Stage inbound [sn_fcms_intg_cmdb_service_model_stage] staging table temporarily stores important data about service models before this data is sent to the primary table.">CMDB Service Model Stage inbound staging table</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/spo-loc-inbound-table.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-loc-inbound-table.html" class="link" title="The CMN Location Stage inbound [sn_fcms_intg_cmn_location_stage] staging table temporarily stores important data about locations before this data is sent to the primary table.">CMN Location Stage inbound staging table</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/catalog-import-staging-table.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/catalog-import-staging-table.html" class="link" title="The Catalog Import [sn_spend_intg_imp_catalog] staging table temporarily stores important data about catalog imports before this data is sent to the primary table.">Catalog Import staging table</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/catalog-error.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/catalog-error.html" class="link" title="The Catalog Error [sn_spend_intg_catalog_error] staging table temporarily stores important data about any catalog errors before this data is sent to the primary table.">Catalog Error staging table</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/spo-cost-center-inbound-table.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-cost-center-inbound-table.html" class="link" title="The Cost Center Stage inbound [sn_fcms_intg_imp_cost_center] staging table temporarily stores important data about cost centers before this data is sent to the primary table. 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stores important data about product models before this data is sent to the primary table.">Product Model Stage inbound staging table</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/spo-purch-entity-inbound-table.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-purch-entity-inbound-table.html" class="link" title="The Purchase Entity Stage inbound [sn_fcms_intg_imp_purchase_entity] staging table temporarily stores important data about purchase entities before this data is sent to the primary table.">Purchase Entity Stage inbound staging table</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/spo-purch-line-stage-inbound-table.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-purch-line-stage-inbound-table.html" class="link" title="The Purchase Entity Stage inbound [sn_spend_intg_purchase_line] staging table temporarily stores important data about purchase entities before this data is sent to the primary table.">Purchase Line Stage inbound staging table</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/purchase-requisition-staging-table.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/purchase-requisition-staging-table.html" class="link" title="The Purchase requisition [sn_spend_intg_purchase_requisition] staging table temporarily stores important data about purchase requests before this data is sent to the primary table.">Purchase Requisition staging table</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/spend-shipment-import-inbound-table.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spend-shipment-import-inbound-table.html" class="link" title="The Spend Shipment Import inbound [sn_spend_intg_imp_shipment] staging table temporarily stores important data about spend shipment imports before this data is sent to the primary table.">Spend Shipment Import inbound staging table</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/shipment-error-staging-table.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/shipment-error-staging-table.html" class="link" title="The Shipment Error [sn_spend_intg_shipment_error] staging table temporarily stores important data on any shipment errors before this data is sent to the primary table.">Shipment Error staging table</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/spo-supp-prod-inbound-table.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-supp-prod-inbound-table.html" class="link" title="The Supplier Product Stage inbound [sn_spend_intg_supplier_product_stage] staging table temporarily stores important data about supplier products before this data is sent to the primary table.">Supplier Product Stage inbound staging table</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/third-party-sourcing-registration-staging-table.html" 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to the primary table.">Third Party Unit Mapping staging table</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/third-party-unit-staging-table.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/third-party-unit-staging-table.html" class="link" title="The Third Party Unit [sn_spend_intg_third_party_uom] staging table temporarily stores important data on third party units before this data is sent to the primary table.">Third Party Unit staging table</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/unit-measure-inbound-staging-table.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/unit-measure-inbound-staging-table.html" class="link" title="The Third Party Unit [sn_fcms_intg_imp_uom] staging table temporarily stores important data on third party units before this data is sent to the primary table.">Unit of Measure inbound staging table</a></li></ul></dd></div></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Source-to-Pay Operations", "topic_id": "product/source-to-pay-operations/concept/source-to-pay-operations-overview.html" }, { "title": "Source-to-Pay Integrations", "topic_id": "product/source-to-pay-operations/concept/source-to-pay-integrations-landing.html" }, { "title": "Source-to-Pay integration with third-party applications", "topic_id": "product/source-to-pay-operations/concept/source-to-pay-third-party-integration.html" }, { "title": "Source-to-Pay integration 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"/product/sourcing-procurement-operations/reference/spo-purch-entity-inbound-table.html", "type": "reference", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "The Purchase Entity Stage inbound [sn_spend_intg_purchase_line] staging table temporarily stores important data about purchase entities before this data is sent to the primary table.", "title": "Purchase Line Stage inbound staging table", "topic": "/product/sourcing-procurement-operations/reference/spo-purch-line-stage-inbound-table.html", "type": "reference", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "The Purchase requisition [sn_spend_intg_purchase_requisition] staging table temporarily stores important data about purchase requests before this data is sent to the primary table.", "title": "Purchase Requisition staging table", "topic": "/product/sourcing-procurement-operations/reference/purchase-requisition-staging-table.html", "type": "reference", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "The Spend Shipment Import inbound [sn_spend_intg_imp_shipment] staging table temporarily stores important data about spend shipment imports before this data is sent to the primary table.", "title": "Spend Shipment Import inbound staging table", "topic": "/product/sourcing-procurement-operations/reference/spend-shipment-import-inbound-table.html", "type": "reference", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "The Shipment Error [sn_spend_intg_shipment_error] staging table temporarily stores important data on any shipment errors before this data is sent to the primary table.", "title": "Shipment Error staging table", "topic": "/product/sourcing-procurement-operations/reference/shipment-error-staging-table.html", "type": "reference", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "The Supplier Product Stage inbound [sn_spend_intg_supplier_product_stage] staging table temporarily stores important data about supplier products before this data is sent to the primary table.", "title": "Supplier Product Stage inbound staging table", "topic": "/product/sourcing-procurement-operations/reference/spo-supp-prod-inbound-table.html", "type": "reference", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "The Third Party Sourcing Registration [sn_spend_intg_sourcing_vendor] table temporarily stores important data on third party sourcing registrations before this data is sent to the primary table.", "title": "Third Party Sourcing Registration staging table", "topic": "/product/sourcing-procurement-operations/reference/third-party-sourcing-registration-staging-table.html", "type": "reference", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "The Third Party Unit Mapping [sn_spend_intg_third_party_uom_map] staging table temporarily stores important data on third party mapping before this data is sent to the primary table.", "title": "Third Party Unit Mapping staging table", "topic": "/product/sourcing-procurement-operations/reference/third-party-unit-mapping-staging-table.html", "type": "reference", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "The Third Party Unit [sn_spend_intg_third_party_uom] staging table temporarily stores important data on third party units before this data is sent to the primary table.", "title": "Third Party Unit staging table", "topic": "/product/sourcing-procurement-operations/reference/third-party-unit-staging-table.html", "type": "reference", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "The Third Party Unit [sn_fcms_intg_imp_uom] staging table temporarily stores important data on third party units before this data is sent to the primary table.", "title": "Unit of Measure inbound staging table", "topic": "/product/sourcing-procurement-operations/reference/unit-measure-inbound-staging-table.html", "type": "reference", "url": null } ], "search_title": null, "title": "Cost Allocation inbound staging table (Deprecated)", "topic_cluster": { "clustered_by": { "enabled": true, "primary_key": "versions", "primary_sort": "top-down", "type": "subjecthead" }, "clustered_labels": [ "versions" ], "clustered_topics": [ { "bundle_id": "yokohama-source-to-pay-operations", "clustering_title": "Yokohama", "es_archived_content": false, "page_id": "product/sourcing-procurement-operations/reference/spo-cost-alloc-inbound-table.html" }, { "bundle_id": "xanadu-source-to-pay-operations", "clustering_title": "Xanadu", "es_archived_content": false, "page_id": "product/sourcing-procurement-operations/reference/spo-cost-alloc-inbound-table.html" }, { "bundle_id": "washingtondc-source-to-pay-operations", "clustering_title": "Washington DC", "es_archived_content": false, "page_id": "product/sourcing-procurement-operations/reference/spo-cost-alloc-inbound-table.html" } ], "clustering_title": "Zurich" }, "topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/reference/spo-cost-alloc-inbound-table.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/reference/spo-cost-alloc-inbound-table.html\"><body id=\"spo-cost-alloc-inbound-table\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"spo-cost-alloc-inbound-table\" aria-labelledby=\"title_spo-cost-alloc-inbound-table\">\n <h1 class=\"title topictitle1\" id=\"title_spo-cost-alloc-inbound-table\">Cost Allocation inbound staging table (Deprecated)</h1>\n \n \n <div class=\"body refbody\"><p class=\"shortdesc\">The Cost Allocation inbound [sn_spend_intg_imp_cost_allocation] staging table temporarily stores important data about cost allocations before this data is sent to the primary table.</p>\n <section class=\"section\" id=\"spo-cost-alloc-inbound-table__section_pwp_qs5_hzb\">\n <div class=\"p\">\n <div class=\"note important note_important\"><span class=\"note__title\">Important:</span> This table is deprecated; please use the new one in the ERP integration framework instead. For more information, see <a class=\"xref true-external\" href=\"https://support.servicenow.com/kb?id=kb_article_view&sys_kb_id=0e382d13477966102c31b98a436d43fa\" target=\"_blank\">KB2186786</a>.</div>\n </div>\n <p class=\"p\">The following table lists the fields for the Cost Allocation inbound [sn_spend_intg_imp_cost_allocation] staging table.</p>\n <div class=\"p\">\n <div class=\"table-wrap\"><table count-columns=\"3\" class=\"table frame-all\" id=\"spo-cost-alloc-inbound-table__table_c23_ss5_hzb\"><caption><span class=\"table--title-label\">Table 1. </span><span class=\"title\">Cost Allocation inbound staging table</span></caption><colgroup><col/><col/><col/></colgroup><thead class=\"thead\">\n <tr class=\"row\">\n <th class=\"entry colsep-1 rowsep-1\" id=\"spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__1\">Field</th>\n <th class=\"entry colsep-1 rowsep-1\" id=\"spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__2\">Data type</th>\n <th class=\"entry colsep-1 rowsep-1\" id=\"spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__3\">Description</th>\n </tr>\n </thead><tbody class=\"tbody\">\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__1\">Allocate by</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__2\">String</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__3\">Determines whether the cost allocation is based on amount or percentage.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__1\">Allocation amount</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__2\">String</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__3\">Amount that is allocated.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__1\">Allocation percentage</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__2\">String</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__3\">Percentage of cost allocation.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__1\">Cost center</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__2\">String</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__3\">Cost center associated with the cost allocation.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__1\">Cost owner</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__2\">String</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__3\">User who incurs the cost of the allocated transaction amount.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__1\">ERP CA number</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__2\">String</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__3\">CA number from the ERP system.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__1\">ERP line number</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__2\">String</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__3\">Purchase order line number from the ERP system.<p class=\"p\">This is a mandatory field.</p></td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__1\">ERP PO number</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__2\">String</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__3\">Purchase order number from the ERP system.<p class=\"p\">This is a mandatory field.</p></td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__1\">ERP source</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__2\">String</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__3\">ERP source from which data is imported. For purchase order, receipt, and invoice integrations, the ERP source is determined through the legal entity associated with these records.<p class=\"p\">This is a mandatory\n field.</p></td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__1\">Order line</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__2\">String</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spo-cost-alloc-inbound-table__table_c23_ss5_hzb__entry__3\">Order line associated with the cost allocation.</td>\n </tr>\n </tbody></table></div>\n </div>\n </section>\n </div>\n<nav role=\"navigation\"></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"><div class=\"col-md-4\"><dt>Related reference</dt><dd><ul><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/spo-prod-cate-inbound-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-prod-cate-inbound-table.html\" class=\"link\" title=\"The CMDB Model Category Stage inbound [sn_fcms_intg_cmdb_model_category_stage] staging table temporarily stores important data about product model categories before this data is sent to the primary table.\">CMDB Model Category Stage inbound staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/spo-serv-mod-inbound-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-serv-mod-inbound-table.html\" class=\"link\" title=\"The CMDB Service Model Stage inbound [sn_fcms_intg_cmdb_service_model_stage] staging table temporarily stores important data about service models before this data is sent to the primary table.\">CMDB Service Model Stage inbound staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/spo-loc-inbound-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-loc-inbound-table.html\" class=\"link\" title=\"The CMN Location Stage inbound [sn_fcms_intg_cmn_location_stage] staging table temporarily stores important data about locations before this data is sent to the primary table.\">CMN Location Stage inbound staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/catalog-import-staging-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/catalog-import-staging-table.html\" class=\"link\" title=\"The Catalog Import [sn_spend_intg_imp_catalog] staging table temporarily stores important data about catalog imports before this data is sent to the primary table.\">Catalog Import staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/catalog-error.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/catalog-error.html\" class=\"link\" title=\"The Catalog Error [sn_spend_intg_catalog_error] staging table temporarily stores important data about any catalog errors before this data is sent to the primary table.\">Catalog Error staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/spo-cost-center-inbound-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-cost-center-inbound-table.html\" class=\"link\" title=\"The Cost Center Stage inbound [sn_fcms_intg_imp_cost_center] staging table temporarily stores important data about cost centers before this data is sent to the primary table. You can use this table to lookup all the cost center details.\">Cost Center Stage inbound staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/spo-dept-inbound-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-dept-inbound-table.html\" class=\"link\" title=\"The Department Stage inbound [sn_fcms_intg_department_stage] staging table temporarily stores important data about departments before this data is sent to the primary table.\">Department Stage inbound staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/spo-erp-plant-address-inbound-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-erp-plant-address-inbound-table.html\" class=\"link\" title=\"The ERP Plant Address Mapping Stage inbound [sn_fcms_intg_erp_plant_address_mapping_stage] staging table temporarily stores important data about ERP plant address before this data is sent to the primary table.\">ERP Plant Address Mapping Stage inbound staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/spo-fx-currency-inbound-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-fx-currency-inbound-table.html\" class=\"link\" title=\"The FX Currency Stage inbound [sn_fcms_intg_fx_currency_stage] staging table temporarily stores important data about FX currencies before this data is sent to the primary table.\">FX Currency Stage inbound staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/spo-fx-rate-inbound-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-fx-rate-inbound-table.html\" class=\"link\" title=\"The FX Rate Stage inbound [sn_fcms_intg_fx_rate_stage] staging table temporarily stores important data about FX rates before this data is sent to the primary table.\">FX Rate Stage inbound staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/fixed-asset-details-stage-inbound-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/fixed-asset-details-stage-inbound-table.html\" class=\"link\" title=\"The Fixed asset details inbound [sn_fcms_intg_imp_fixed_asset_details] staging table temporarily stores important data about imported invoice line before this data is sent to the primary table.\">Fixed asset details stage inbound table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/spo-gl-account-inbound-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-gl-account-inbound-table.html\" class=\"link\" title=\"The GL Account Stage inbound [sn_fcms_intg_gl_account_stage] staging table temporarily stores important data about General Ledger (GL) accounts before this data is sent to the primary table.\">GL Account Stage inbound staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/spo-import-avail-inbound-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-import-avail-inbound-table.html\" class=\"link\" title=\"The Import Availability Updates inbound [sn_spend_intg_imp_availability] staging table temporarily stores important data about cost allocations before this data is sent to the primary table.\">Import Availability Updates inbound staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/availability-error-staging-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/availability-error-staging-table.html\" class=\"link\" title=\"The Availability Error [sn_spend_intg_availability_error] staging table stores important data about availability error so that an ERP integrator can export this data to a third-party ERP system.\">Availability Error staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/spo-inbound-invoice-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-inbound-invoice-table.html\" class=\"link\" title=\"The Invoice inbound [sn_shop_invoice] staging table temporarily stores important data about shopping invoices before this data is sent to the primary table.\">Invoice inbound staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/spo-inbound-pur-order-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-inbound-pur-order-table.html\" class=\"link\" title=\"The Purchase Order inbound [sn_fcms_intg_imp_order] staging table temporarily stores important data about purchase orders before this data is sent to the primary table.\">Purchase Order inbound staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/spo-inbound-pol-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-inbound-pol-table.html\" class=\"link\" title=\"The Purchase Order Line inbound [sn_fcms_intg_imp_order_line] staging table temporarily stores important data about purchase order lines before this data is sent to the primary table.\">Purchase Order Line inbound staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/spo-inbound-receipt-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-inbound-receipt-table.html\" class=\"link\" title=\"The Receipt inbound [sn_fcms_intg_imp_receipt] staging table temporarily stores important data about receipts before this data is sent to the primary table.\">Receipt inbound staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/spo-legal-entity-inbound-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-legal-entity-inbound-table.html\" class=\"link\" title=\"The Legal entity stage inbound [sn_fcms_intg_legal_entity_stage] staging table temporarily stores important data about legal entities before this data is sent to the primary table.\">Legal Entity Stage inbound staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/spo-office-loc-inbound-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-office-loc-inbound-table.html\" class=\"link\" title=\"The Office Location Stage inbound [sn_fcms_intg_office_location_stage] staging table temporarily stores important data about office locations before this data is sent to the primary table.\">Office Location Stage inbound staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/order-acknowledgement-staging-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/order-acknowledgement-staging-table.html\" class=\"link\" title=\"The Order Acknowledgment [sn_spend_intg_imp_purchase_order_ack] staging table temporarily stores important data about order acknowledgements before this data is sent to the primary table.\">Order Acknowledgement staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/order-acknowledgement-error.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/order-acknowledgement-error.html\" class=\"link\" title=\"The Order Acknowledgement Error [sn_spend_intg_order_ack_error] staging table temporarily stores important data about any errors in the order price imports before this data is sent to the primary table.\">Order Acknowledgement Error staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/spo-pay-terms-inbound-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-pay-terms-inbound-table.html\" class=\"link\" title=\"The Payment Terms Stage inbound [sn_fcms_intg_payment_term_stage] staging table temporarily stores important data about payment terms before this data is sent to the primary table.\">Payment Terms Stage inbound staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/price-import-staging-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/price-import-staging-table.html\" class=\"link\" title=\"The Price Import [sn_spend_intg_imp_price] staging table temporarily stores important data about price imports before this data is sent to the primary table.\">Price Import staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/price-error-staging-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/price-error-staging-table.html\" class=\"link\" title=\"The Price Error [sn_spend_intg_price_error] staging table stores important data about pricing error so that an ERP integrator can export this data to a third-party ERP system.\">Price Error outbound staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/spo-prod-mod-inbound-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-prod-mod-inbound-table.html\" class=\"link\" title=\"The Product Model Stage inbound [sn_fcms_intg_cmdb_model_stage] staging table temporarily stores important data about product models before this data is sent to the primary table.\">Product Model Stage inbound staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/spo-purch-entity-inbound-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-purch-entity-inbound-table.html\" class=\"link\" title=\"The Purchase Entity Stage inbound [sn_fcms_intg_imp_purchase_entity] staging table temporarily stores important data about purchase entities before this data is sent to the primary table.\">Purchase Entity Stage inbound staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/spo-purch-line-stage-inbound-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-purch-line-stage-inbound-table.html\" class=\"link\" title=\"The Purchase Entity Stage inbound [sn_spend_intg_purchase_line] staging table temporarily stores important data about purchase entities before this data is sent to the primary table.\">Purchase Line Stage inbound staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/purchase-requisition-staging-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/purchase-requisition-staging-table.html\" class=\"link\" title=\"The Purchase requisition [sn_spend_intg_purchase_requisition] staging table temporarily stores important data about purchase requests before this data is sent to the primary table.\">Purchase Requisition staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/spend-shipment-import-inbound-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spend-shipment-import-inbound-table.html\" class=\"link\" title=\"The Spend Shipment Import inbound [sn_spend_intg_imp_shipment] staging table temporarily stores important data about spend shipment imports before this data is sent to the primary table.\">Spend Shipment Import inbound staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/shipment-error-staging-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/shipment-error-staging-table.html\" class=\"link\" title=\"The Shipment Error [sn_spend_intg_shipment_error] staging table temporarily stores important data on any shipment errors before this data is sent to the primary table.\">Shipment Error staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/spo-supp-prod-inbound-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-supp-prod-inbound-table.html\" class=\"link\" title=\"The Supplier Product Stage inbound [sn_spend_intg_supplier_product_stage] staging table temporarily stores important data about supplier products before this data is sent to the primary table.\">Supplier Product Stage inbound staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/third-party-sourcing-registration-staging-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/third-party-sourcing-registration-staging-table.html\" class=\"link\" title=\"The Third Party Sourcing Registration [sn_spend_intg_sourcing_vendor] table temporarily stores important data on third party sourcing registrations before this data is sent to the primary table.\">Third Party Sourcing Registration staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/third-party-unit-mapping-staging-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/third-party-unit-mapping-staging-table.html\" class=\"link\" title=\"The Third Party Unit Mapping [sn_spend_intg_third_party_uom_map] staging table temporarily stores important data on third party mapping before this data is sent to the primary table.\">Third Party Unit Mapping staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/third-party-unit-staging-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/third-party-unit-staging-table.html\" class=\"link\" title=\"The Third Party Unit [sn_spend_intg_third_party_uom] staging table temporarily stores important data on third party units before this data is sent to the primary table.\">Third Party Unit staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/unit-measure-inbound-staging-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/unit-measure-inbound-staging-table.html\" class=\"link\" title=\"The Third Party Unit [sn_fcms_intg_imp_uom] staging table temporarily stores important data on third party units before this data is sent to the primary table.\">Unit of Measure inbound staging table</a></li></ul></dd></div></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Cost Allocation inbound staging table (Deprecated) The Cost Allocation inbound [sn\_spend\_intg\_imp\_cost\_allocation] staging table temporarily stores important data about cost allocations before this data is sent to the primary table. Important: This table is deprecated; please use the new one in the ERP integration framework instead. For more information, see KB2186786. The following table lists the fields for the Cost Allocation inbound [sn\_spend\_intg\_imp\_cost\_allocation] staging table. Table 1. Cost Allocation inbound staging table \| Field \| Data type \| Description \| \| --- \| --- \| --- \| \| Allocate by \| String \| Determines whether the cost allocation is based on amount or percentage. \| \| Allocation amount \| String \| Amount that is allocated. \| \| Allocation percentage \| String \| Percentage of cost allocation. \| \| Cost center \| String \| Cost center associated with the cost allocation. \| \| Cost owner \| String \| User who incurs the cost of the allocated transaction amount. \| \| ERP CA number \| String \| CA number from the ERP system. \| \| ERP line number \| String \| Purchase order line number from the ERP system. This is a mandatory field. \| \| ERP PO number \| String \| Purchase order number from the ERP system. This is a mandatory field. \| \| ERP source \| String \| ERP source from which data is imported. For purchase order, receipt, and invoice integrations, the ERP source is determined through the legal entity associated with these records. This is a mandatory field. \| \| Order line \| String \| Order line associated with the cost allocation. \|	--- title: Cost Allocation inbound staging table (Deprecated) description: The Cost Allocation inbound [sn_spend_intg_imp_cost_allocation] staging table temporarily stores important data about cost allocations before this data is sent to the primary table. keywords: [] breadcrumbs: - Finance and Supply Chain - Source-to-Pay Operations - Source-to-Pay Integrations - Source-to-Pay integration with third-party applications - Source-to-Pay integration framework - Inbound staging tables for Source-to-Pay Operations - Inbound staging tables for Sourcing and Procurement Operations --- # Cost Allocation inbound staging table (Deprecated) The Cost Allocation inbound [sn\_spend\_intg\_imp\_cost\_allocation] staging table temporarily stores important data about cost allocations before this data is sent to the primary table. Important: This table is deprecated; please use the new one in the ERP integration framework instead. For more information, see KB2186786. The following table lists the fields for the Cost Allocation inbound [sn\_spend\_intg\_imp\_cost\_allocation] staging table. Table 1. Cost Allocation inbound staging table \| Field \| Data type \| Description \| \| --- \| --- \| --- \| \| Allocate by \| String \| Determines whether the cost allocation is based on amount or percentage. \| \| Allocation amount \| String \| Amount that is allocated. \| \| Allocation percentage \| String \| Percentage of cost allocation. \| \| Cost center \| String \| Cost center associated with the cost allocation. \| \| Cost owner \| String \| User who incurs the cost of the allocated transaction amount. \| \| ERP CA number \| String \| CA number from the ERP system. \| \| ERP line number \| String \| Purchase order line number from the ERP system. This is a mandatory field. \| \| ERP PO number \| String \| Purchase order number from the ERP system. This is a mandatory field. \| \| ERP source \| String \| ERP source from which data is imported. For purchase order, receipt, and invoice integrations, the ERP source is determined through the legal entity associated with these records. This is a mandatory field. \| \| Order line \| String \| Order line associated with the cost allocation. \|
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-inbound-pol-table.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-inbound-pol-table.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/sourcing-procurement-operations/reference/spo-inbound-pol-table.html	zurich	Purchase Order Line inbound staging table	The Purchase Order Line inbound [sn_fcms_intg_imp_order_line] staging table temporarily stores important data about purchase order lines before this data is sent to the primary table.	[]	[ "Finance and Supply Chain", "Source-to-Pay Operations", "Source-to-Pay Integrations", "Source-to-Pay integration with third-party applications", "Source-to-Pay integration framework", "Inbound staging tables for Source-to-Pay Operations", "Inbound staging tables for Sourcing and Procurement Operations" ...	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/reference/spo-inbound-pol-table.html" id="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/reference/spo-inbound-pol-table.html"><body id="spo-inbound-pol-table"><main role="main"><article role="article" class="dita" id="spo-inbound-pol-table" aria-labelledby="title_spo-inbound-pol-table"> <h1 class="title topictitle1" id="title_spo-inbound-pol-table">Purchase Order Line inbound staging table</h1> <div class="body refbody"><p class="shortdesc">The Purchase Order Line inbound [sn_fcms_intg_imp_order_line] staging table temporarily stores important data about purchase order lines before this data is sent to the primary table.</p> <section class="section" id="spo-inbound-pol-table__section_pwp_qs5_hzb"> <div class="p">The following table lists the mandatory fields for the Purchase Order Line inbound [sn_fcms_intg_imp_order_line] staging table.<div class="table-wrap"><table count-columns="3" class="table frame-all" id="spo-inbound-pol-table__table_c23_ss5_hzb"><caption><span class="table--title-label">Table 1. </span><span class="title">Purchase Order Line inbound staging table</span></caption><colgroup><col/><col/><col/></colgroup><thead class="thead"> <tr class="row"> <th class="entry colsep-1 rowsep-1" id="spo-inbound-pol-table__table_c23_ss5_hzb__entry__1">Field</th> <th class="entry colsep-1 rowsep-1" id="spo-inbound-pol-table__table_c23_ss5_hzb__entry__2">Data type</th> <th class="entry colsep-1 rowsep-1" id="spo-inbound-pol-table__table_c23_ss5_hzb__entry__3">Description</th> </tr> </thead><tbody class="tbody"> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="spo-inbound-pol-table__table_c23_ss5_hzb__entry__1">ERP source</td> <td class="entry colsep-1 rowsep-1" headers="spo-inbound-pol-table__table_c23_ss5_hzb__entry__2">String</td> <td class="entry colsep-1 rowsep-1" headers="spo-inbound-pol-table__table_c23_ss5_hzb__entry__3">ERP source from which data is imported. For purchase order, receipt, and invoice integrations, the ERP source is determined through the legal entity associated with these records.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="spo-inbound-pol-table__table_c23_ss5_hzb__entry__1">ERP PO number</td> <td class="entry colsep-1 rowsep-1" headers="spo-inbound-pol-table__table_c23_ss5_hzb__entry__2">String</td> <td class="entry colsep-1 rowsep-1" headers="spo-inbound-pol-table__table_c23_ss5_hzb__entry__3">Purchase order number from the ERP system.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="spo-inbound-pol-table__table_c23_ss5_hzb__entry__1">ERP PO line number</td> <td class="entry colsep-1 rowsep-1" headers="spo-inbound-pol-table__table_c23_ss5_hzb__entry__2">String</td> <td class="entry colsep-1 rowsep-1" headers="spo-inbound-pol-table__table_c23_ss5_hzb__entry__3">Purchase order line number from the ERP system.</td> </tr> </tbody></table></div></div> </section> </div> <nav role="navigation"></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"><div class="col-md-4"><dt>Related reference</dt><dd><ul><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/spo-prod-cate-inbound-table.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-prod-cate-inbound-table.html" class="link" title="The CMDB Model Category Stage inbound [sn_fcms_intg_cmdb_model_category_stage] staging table temporarily stores important data about product model categories before this data is sent to the primary table.">CMDB Model Category Stage inbound staging table</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/spo-serv-mod-inbound-table.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-serv-mod-inbound-table.html" class="link" title="The CMDB Service Model Stage inbound [sn_fcms_intg_cmdb_service_model_stage] staging table temporarily stores important data about service models before this data is sent to the primary table.">CMDB Service Model Stage inbound staging table</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/spo-loc-inbound-table.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-loc-inbound-table.html" class="link" title="The CMN Location Stage inbound [sn_fcms_intg_cmn_location_stage] staging table temporarily stores important data about locations before this data is sent to the primary table.">CMN Location Stage inbound staging table</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/catalog-import-staging-table.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/catalog-import-staging-table.html" class="link" title="The Catalog Import [sn_spend_intg_imp_catalog] staging table temporarily stores important data about catalog imports before this data is sent to the primary table.">Catalog Import staging table</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/catalog-error.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/catalog-error.html" class="link" title="The Catalog Error [sn_spend_intg_catalog_error] staging table temporarily stores important data about any catalog errors before this data is sent to the primary table.">Catalog Error staging table</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/spo-cost-center-inbound-table.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-cost-center-inbound-table.html" class="link" title="The Cost Center Stage inbound [sn_fcms_intg_imp_cost_center] staging table temporarily stores important data about cost centers before this data is sent to the primary table. 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href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-import-avail-inbound-table.html" class="link" title="The Import Availability Updates inbound [sn_spend_intg_imp_availability] staging table temporarily stores important data about cost allocations before this data is sent to the primary table.">Import Availability Updates inbound staging table</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/availability-error-staging-table.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/availability-error-staging-table.html" class="link" title="The Availability Error [sn_spend_intg_availability_error] staging table stores important data about availability error so that an ERP integrator can export this data to a third-party ERP system.">Availability Error staging table</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/spo-cost-alloc-inbound-table.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-cost-alloc-inbound-table.html" class="link" title="The Cost Allocation inbound [sn_spend_intg_imp_cost_allocation] staging table temporarily stores important data about cost allocations before this data is sent to the primary table.">Cost Allocation inbound staging table (Deprecated)</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/spo-inbound-invoice-table.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-inbound-invoice-table.html" class="link" title="The Invoice inbound [sn_shop_invoice] staging table temporarily stores important data about shopping invoices before this data is sent to the primary table.">Invoice inbound staging table</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/spo-inbound-pur-order-table.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-inbound-pur-order-table.html" class="link" title="The Purchase Order inbound [sn_fcms_intg_imp_order] staging table temporarily stores important data about purchase orders before this data is sent to the primary table.">Purchase Order inbound staging table</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/spo-inbound-receipt-table.html" 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data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/spo-office-loc-inbound-table.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-office-loc-inbound-table.html" class="link" title="The Office Location Stage inbound [sn_fcms_intg_office_location_stage] staging table temporarily stores important data about office locations before this data is sent to the primary table.">Office Location Stage inbound staging table</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/order-acknowledgement-staging-table.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/order-acknowledgement-staging-table.html" class="link" title="The Order Acknowledgment [sn_spend_intg_imp_purchase_order_ack] staging table temporarily stores important data about order acknowledgements before this data is sent to the primary table.">Order Acknowledgement staging table</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/order-acknowledgement-error.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/order-acknowledgement-error.html" class="link" title="The Order Acknowledgement Error [sn_spend_intg_order_ack_error] staging table temporarily stores important data about any errors in the order price imports before this data is sent to the primary table.">Order Acknowledgement Error staging table</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/spo-pay-terms-inbound-table.html" 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stores important data about product models before this data is sent to the primary table.">Product Model Stage inbound staging table</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/spo-purch-entity-inbound-table.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-purch-entity-inbound-table.html" class="link" title="The Purchase Entity Stage inbound [sn_fcms_intg_imp_purchase_entity] staging table temporarily stores important data about purchase entities before this data is sent to the primary table.">Purchase Entity Stage inbound staging table</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/spo-purch-line-stage-inbound-table.html" 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Requisition staging table</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/spend-shipment-import-inbound-table.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spend-shipment-import-inbound-table.html" class="link" title="The Spend Shipment Import inbound [sn_spend_intg_imp_shipment] staging table temporarily stores important data about spend shipment imports before this data is sent to the primary table.">Spend Shipment Import inbound staging table</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/shipment-error-staging-table.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/shipment-error-staging-table.html" class="link" title="The Shipment Error [sn_spend_intg_shipment_error] staging table temporarily stores important data on any shipment errors before this data is sent to the primary table.">Shipment Error staging table</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/spo-supp-prod-inbound-table.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-supp-prod-inbound-table.html" class="link" title="The Supplier Product Stage inbound [sn_spend_intg_supplier_product_stage] staging table temporarily stores important data about supplier products before this data is sent to the primary table.">Supplier Product Stage inbound staging table</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/third-party-sourcing-registration-staging-table.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/third-party-sourcing-registration-staging-table.html" class="link" title="The Third Party Sourcing Registration [sn_spend_intg_sourcing_vendor] table temporarily stores important data on third party sourcing registrations before this data is sent to the primary table.">Third Party Sourcing Registration staging table</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/third-party-unit-mapping-staging-table.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/third-party-unit-mapping-staging-table.html" class="link" title="The Third Party Unit Mapping [sn_spend_intg_third_party_uom_map] staging table temporarily stores important data on third party mapping before this data is sent to the primary table.">Third Party Unit Mapping staging table</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/third-party-unit-staging-table.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/third-party-unit-staging-table.html" class="link" title="The Third Party Unit [sn_spend_intg_third_party_uom] staging table temporarily stores important data on third party units before this data is sent to the primary table.">Third Party Unit staging table</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/unit-measure-inbound-staging-table.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/unit-measure-inbound-staging-table.html" class="link" title="The Third Party Unit [sn_fcms_intg_imp_uom] staging table temporarily stores important data on third party units before this data is sent to the primary table.">Unit of Measure inbound staging table</a></li></ul></dd></div></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Source-to-Pay Operations", "topic_id": "product/source-to-pay-operations/concept/source-to-pay-operations-overview.html" }, { "title": "Source-to-Pay Integrations", "topic_id": "product/source-to-pay-operations/concept/source-to-pay-integrations-landing.html" }, { "title": "Source-to-Pay integration with third-party applications", "topic_id": "product/source-to-pay-operations/concept/source-to-pay-third-party-integration.html" }, { "title": "Source-to-Pay integration 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You can use this table to lookup all the cost center details.", "title": "Cost Center Stage inbound staging table", "topic": "/product/sourcing-procurement-operations/reference/spo-cost-center-inbound-table.html", "type": "reference", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "The Department Stage inbound [sn_fcms_intg_department_stage] staging table temporarily stores important data about departments before this data is sent to the primary table.", "title": "Department Stage inbound staging table", "topic": "/product/sourcing-procurement-operations/reference/spo-dept-inbound-table.html", "type": "reference", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "The ERP Plant Address Mapping Stage inbound [sn_fcms_intg_erp_plant_address_mapping_stage] staging table temporarily stores important data about ERP plant address before this data is sent to the primary table.", "title": "ERP Plant Address Mapping Stage inbound staging table", "topic": "/product/sourcing-procurement-operations/reference/spo-erp-plant-address-inbound-table.html", "type": "reference", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "The FX Currency Stage inbound [sn_fcms_intg_fx_currency_stage] staging table temporarily stores important data about FX currencies before this data is sent to the primary table.", "title": "FX Currency Stage inbound staging table", "topic": "/product/sourcing-procurement-operations/reference/spo-fx-currency-inbound-table.html", "type": "reference", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "The FX Rate Stage inbound [sn_fcms_intg_fx_rate_stage] staging table temporarily stores important data about FX rates before this data is sent to the primary table.", "title": "FX Rate Stage inbound staging table", "topic": "/product/sourcing-procurement-operations/reference/spo-fx-rate-inbound-table.html", "type": "reference", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "The Fixed asset details inbound [sn_fcms_intg_imp_fixed_asset_details] staging table temporarily stores important data about imported invoice line before this data is sent to the primary table.", "title": "Fixed asset details stage inbound table", "topic": "/product/sourcing-procurement-operations/reference/fixed-asset-details-stage-inbound-table.html", "type": "reference", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "The GL Account Stage inbound [sn_fcms_intg_gl_account_stage] staging table temporarily stores important data about General Ledger (GL) accounts before this data is sent to the primary table.", "title": "GL Account Stage inbound staging table", "topic": "/product/sourcing-procurement-operations/reference/spo-gl-account-inbound-table.html", "type": "reference", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "The Import Availability Updates inbound [sn_spend_intg_imp_availability] staging table temporarily stores important data about cost allocations before this data is sent to the primary table.", "title": "Import Availability Updates inbound staging table", "topic": "/product/sourcing-procurement-operations/reference/spo-import-avail-inbound-table.html", "type": "reference", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "The Availability Error [sn_spend_intg_availability_error] staging table stores important data about availability error so that an ERP integrator can export this data to a third-party ERP system.", "title": "Availability Error staging table", "topic": "/product/sourcing-procurement-operations/reference/availability-error-staging-table.html", "type": "reference", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "The Cost Allocation inbound [sn_spend_intg_imp_cost_allocation] staging table temporarily stores important data about cost allocations before this data is sent to the primary table.", "title": "Cost Allocation inbound staging table (Deprecated)", "topic": "/product/sourcing-procurement-operations/reference/spo-cost-alloc-inbound-table.html", "type": "reference", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "The Invoice inbound [sn_shop_invoice] staging table temporarily stores important data about shopping invoices before this data is sent to the primary table.", "title": "Invoice inbound staging table", "topic": "/product/sourcing-procurement-operations/reference/spo-inbound-invoice-table.html", "type": "reference", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "The Purchase Order inbound [sn_fcms_intg_imp_order] staging table temporarily stores important data about purchase orders before this data is sent to the primary table.", "title": "Purchase Order inbound staging table", "topic": "/product/sourcing-procurement-operations/reference/spo-inbound-pur-order-table.html", "type": "reference", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "The Receipt inbound [sn_fcms_intg_imp_receipt] staging table temporarily stores important data about receipts before this data is sent to the primary table.", "title": "Receipt inbound staging table", "topic": "/product/sourcing-procurement-operations/reference/spo-inbound-receipt-table.html", "type": "reference", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "The Legal entity stage inbound [sn_fcms_intg_legal_entity_stage] staging table temporarily stores important data about legal entities before this data is sent to the primary table.", "title": "Legal Entity Stage inbound staging table", "topic": "/product/sourcing-procurement-operations/reference/spo-legal-entity-inbound-table.html", "type": "reference", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "The Office Location Stage inbound [sn_fcms_intg_office_location_stage] staging table temporarily stores important data about office locations before this data is sent to the primary table.", "title": "Office Location Stage inbound staging table", "topic": "/product/sourcing-procurement-operations/reference/spo-office-loc-inbound-table.html", "type": "reference", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "The Order Acknowledgment [sn_spend_intg_imp_purchase_order_ack] staging table temporarily stores important data about order acknowledgements before this data is sent to the primary table.", "title": "Order Acknowledgement staging table", "topic": "/product/sourcing-procurement-operations/reference/order-acknowledgement-staging-table.html", "type": "reference", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "The Order Acknowledgement Error [sn_spend_intg_order_ack_error] staging table temporarily stores important data about any errors in the order price imports before this data is sent to the primary table.", "title": "Order Acknowledgement Error staging table", "topic": "/product/sourcing-procurement-operations/reference/order-acknowledgement-error.html", "type": "reference", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "The Payment Terms Stage inbound [sn_fcms_intg_payment_term_stage] staging table temporarily stores important data about payment terms before this data is sent to the primary table.", "title": "Payment Terms Stage inbound staging table", "topic": "/product/sourcing-procurement-operations/reference/spo-pay-terms-inbound-table.html", "type": "reference", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "The Price Import [sn_spend_intg_imp_price] staging table temporarily stores important data about price imports before this data is sent to the primary table.", "title": "Price Import staging table", "topic": "/product/sourcing-procurement-operations/reference/price-import-staging-table.html", "type": "reference", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "The Price Error [sn_spend_intg_price_error] staging table stores important data about pricing error so that an ERP integrator can export this data to a third-party ERP system.", "title": "Price Error outbound staging table", "topic": "/product/sourcing-procurement-operations/reference/price-error-staging-table.html", "type": "reference", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "The Product Model Stage inbound [sn_fcms_intg_cmdb_model_stage] staging table temporarily stores important data about product models before this data is sent to the primary table.", "title": "Product Model Stage inbound staging table", "topic": "/product/sourcing-procurement-operations/reference/spo-prod-mod-inbound-table.html", "type": "reference", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "The Purchase Entity Stage inbound [sn_fcms_intg_imp_purchase_entity] staging table temporarily stores important data about purchase entities before this data is sent to the primary table.", "title": "Purchase Entity Stage inbound staging table", "topic": "/product/sourcing-procurement-operations/reference/spo-purch-entity-inbound-table.html", "type": "reference", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "The Purchase Entity Stage inbound [sn_spend_intg_purchase_line] staging table temporarily stores important data about purchase entities before this data is sent to the primary table.", "title": "Purchase Line Stage inbound staging table", "topic": "/product/sourcing-procurement-operations/reference/spo-purch-line-stage-inbound-table.html", "type": "reference", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "The Purchase requisition [sn_spend_intg_purchase_requisition] staging table temporarily stores important data about purchase requests before this data is sent to the primary table.", "title": "Purchase Requisition staging table", "topic": "/product/sourcing-procurement-operations/reference/purchase-requisition-staging-table.html", "type": "reference", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "The Spend Shipment Import inbound [sn_spend_intg_imp_shipment] staging table temporarily stores important data about spend shipment imports before this data is sent to the primary table.", "title": "Spend Shipment Import inbound staging table", "topic": "/product/sourcing-procurement-operations/reference/spend-shipment-import-inbound-table.html", "type": "reference", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "The Shipment Error [sn_spend_intg_shipment_error] staging table temporarily stores important data on any shipment errors before this data is sent to the primary table.", "title": "Shipment Error staging table", "topic": "/product/sourcing-procurement-operations/reference/shipment-error-staging-table.html", "type": "reference", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "The Supplier Product Stage inbound [sn_spend_intg_supplier_product_stage] staging table temporarily stores important data about supplier products before this data is sent to the primary table.", "title": "Supplier Product Stage inbound staging table", "topic": "/product/sourcing-procurement-operations/reference/spo-supp-prod-inbound-table.html", "type": "reference", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "The Third Party Sourcing Registration [sn_spend_intg_sourcing_vendor] table temporarily stores important data on third party sourcing registrations before this data is sent to the primary table.", "title": "Third Party Sourcing Registration staging table", "topic": "/product/sourcing-procurement-operations/reference/third-party-sourcing-registration-staging-table.html", "type": "reference", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "The Third Party Unit Mapping [sn_spend_intg_third_party_uom_map] staging table temporarily stores important data on third party mapping before this data is sent to the primary table.", "title": "Third Party Unit Mapping staging table", "topic": "/product/sourcing-procurement-operations/reference/third-party-unit-mapping-staging-table.html", "type": "reference", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "The Third Party Unit [sn_spend_intg_third_party_uom] staging table temporarily stores important data on third party units before this data is sent to the primary table.", "title": "Third Party Unit staging table", "topic": "/product/sourcing-procurement-operations/reference/third-party-unit-staging-table.html", "type": "reference", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "The Third Party Unit [sn_fcms_intg_imp_uom] staging table temporarily stores important data on third party units before this data is sent to the primary table.", "title": "Unit of Measure inbound staging table", "topic": "/product/sourcing-procurement-operations/reference/unit-measure-inbound-staging-table.html", "type": "reference", "url": null } ], "search_title": null, "title": "Purchase Order Line inbound staging table", "topic_cluster": { "clustered_by": { "enabled": true, "primary_key": "versions", "primary_sort": "top-down", "type": "subjecthead" }, "clustered_labels": [ "versions" ], "clustered_topics": [ { "bundle_id": "yokohama-source-to-pay-operations", "clustering_title": "Yokohama", "es_archived_content": false, "page_id": "product/sourcing-procurement-operations/reference/spo-inbound-pol-table.html" }, { "bundle_id": "xanadu-source-to-pay-operations", "clustering_title": "Xanadu", "es_archived_content": false, "page_id": "product/sourcing-procurement-operations/reference/spo-inbound-pol-table.html" }, { "bundle_id": "washingtondc-source-to-pay-operations", "clustering_title": "Washington DC", "es_archived_content": false, "page_id": "product/sourcing-procurement-operations/reference/spo-inbound-pol-table.html" } ], "clustering_title": "Zurich" }, "topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/reference/spo-inbound-pol-table.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/reference/spo-inbound-pol-table.html\"><body id=\"spo-inbound-pol-table\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"spo-inbound-pol-table\" aria-labelledby=\"title_spo-inbound-pol-table\">\n <h1 class=\"title topictitle1\" id=\"title_spo-inbound-pol-table\">Purchase Order Line inbound staging table</h1>\n \n \n <div class=\"body refbody\"><p class=\"shortdesc\">The Purchase Order Line inbound [sn_fcms_intg_imp_order_line] staging table temporarily stores important data about purchase order lines before this data is sent to the primary table.</p>\n <section class=\"section\" id=\"spo-inbound-pol-table__section_pwp_qs5_hzb\">\n <div class=\"p\">The following table lists the mandatory fields for the Purchase Order Line inbound [sn_fcms_intg_imp_order_line] staging table.<div class=\"table-wrap\"><table count-columns=\"3\" class=\"table frame-all\" id=\"spo-inbound-pol-table__table_c23_ss5_hzb\"><caption><span class=\"table--title-label\">Table 1. </span><span class=\"title\">Purchase Order Line inbound staging table</span></caption><colgroup><col/><col/><col/></colgroup><thead class=\"thead\">\n <tr class=\"row\">\n <th class=\"entry colsep-1 rowsep-1\" id=\"spo-inbound-pol-table__table_c23_ss5_hzb__entry__1\">Field</th>\n <th class=\"entry colsep-1 rowsep-1\" id=\"spo-inbound-pol-table__table_c23_ss5_hzb__entry__2\">Data type</th>\n <th class=\"entry colsep-1 rowsep-1\" id=\"spo-inbound-pol-table__table_c23_ss5_hzb__entry__3\">Description</th>\n </tr>\n </thead><tbody class=\"tbody\">\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spo-inbound-pol-table__table_c23_ss5_hzb__entry__1\">ERP source</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spo-inbound-pol-table__table_c23_ss5_hzb__entry__2\">String</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spo-inbound-pol-table__table_c23_ss5_hzb__entry__3\">ERP source from which data is imported. For purchase order, receipt, and invoice integrations, the ERP source is determined through the legal entity associated with these records.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spo-inbound-pol-table__table_c23_ss5_hzb__entry__1\">ERP PO number</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spo-inbound-pol-table__table_c23_ss5_hzb__entry__2\">String</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spo-inbound-pol-table__table_c23_ss5_hzb__entry__3\">Purchase order number from the ERP system.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spo-inbound-pol-table__table_c23_ss5_hzb__entry__1\">ERP PO line number</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spo-inbound-pol-table__table_c23_ss5_hzb__entry__2\">String</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spo-inbound-pol-table__table_c23_ss5_hzb__entry__3\">Purchase order line number from the ERP system.</td>\n </tr>\n </tbody></table></div></div>\n </section>\n </div>\n<nav role=\"navigation\"></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"><div class=\"col-md-4\"><dt>Related reference</dt><dd><ul><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/spo-prod-cate-inbound-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-prod-cate-inbound-table.html\" class=\"link\" title=\"The CMDB Model Category Stage inbound [sn_fcms_intg_cmdb_model_category_stage] staging table temporarily stores important data about product model categories before this data is sent to the primary table.\">CMDB Model Category Stage inbound staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/spo-serv-mod-inbound-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-serv-mod-inbound-table.html\" class=\"link\" title=\"The CMDB Service Model Stage inbound [sn_fcms_intg_cmdb_service_model_stage] staging table temporarily stores important data about service models before this data is sent to the primary table.\">CMDB Service Model Stage inbound staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/spo-loc-inbound-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-loc-inbound-table.html\" class=\"link\" title=\"The CMN Location Stage inbound [sn_fcms_intg_cmn_location_stage] staging table temporarily stores important data about locations before this data is sent to the primary table.\">CMN Location Stage inbound staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/catalog-import-staging-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/catalog-import-staging-table.html\" class=\"link\" title=\"The Catalog Import [sn_spend_intg_imp_catalog] staging table temporarily stores important data about catalog imports before this data is sent to the primary table.\">Catalog Import staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/catalog-error.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/catalog-error.html\" class=\"link\" title=\"The Catalog Error [sn_spend_intg_catalog_error] staging table temporarily stores important data about any catalog errors before this data is sent to the primary table.\">Catalog Error staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/spo-cost-center-inbound-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-cost-center-inbound-table.html\" class=\"link\" title=\"The Cost Center Stage inbound [sn_fcms_intg_imp_cost_center] staging table temporarily stores important data about cost centers before this data is sent to the primary table. 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data-navpath=\"product/sourcing-procurement-operations/reference/spo-import-avail-inbound-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-import-avail-inbound-table.html\" class=\"link\" title=\"The Import Availability Updates inbound [sn_spend_intg_imp_availability] staging table temporarily stores important data about cost allocations before this data is sent to the primary table.\">Import Availability Updates inbound staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/availability-error-staging-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/availability-error-staging-table.html\" class=\"link\" title=\"The Availability Error [sn_spend_intg_availability_error] staging table stores important data about availability error so that an ERP integrator can export this data to a third-party ERP system.\">Availability Error staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/spo-cost-alloc-inbound-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-cost-alloc-inbound-table.html\" class=\"link\" title=\"The Cost Allocation inbound [sn_spend_intg_imp_cost_allocation] staging table temporarily stores important data about cost allocations before this data is sent to the primary table.\">Cost Allocation inbound staging table (Deprecated)</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/spo-inbound-invoice-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-inbound-invoice-table.html\" class=\"link\" title=\"The Invoice inbound [sn_shop_invoice] staging table temporarily stores important data about shopping invoices before this data is sent to the primary table.\">Invoice inbound staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/spo-inbound-pur-order-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-inbound-pur-order-table.html\" class=\"link\" title=\"The Purchase Order inbound [sn_fcms_intg_imp_order] staging table temporarily stores important data about purchase orders before this data is sent to the primary table.\">Purchase Order inbound staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/spo-inbound-receipt-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-inbound-receipt-table.html\" class=\"link\" title=\"The Receipt inbound [sn_fcms_intg_imp_receipt] staging table temporarily stores important data about receipts before this data is sent to the primary table.\">Receipt inbound staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/spo-legal-entity-inbound-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-legal-entity-inbound-table.html\" class=\"link\" title=\"The Legal entity stage inbound [sn_fcms_intg_legal_entity_stage] staging table temporarily stores important data about legal entities before this data is sent to the primary table.\">Legal Entity Stage inbound staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/spo-office-loc-inbound-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-office-loc-inbound-table.html\" class=\"link\" title=\"The Office Location Stage inbound [sn_fcms_intg_office_location_stage] staging table temporarily stores important data about office locations before this data is sent to the primary table.\">Office Location Stage inbound staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/order-acknowledgement-staging-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/order-acknowledgement-staging-table.html\" class=\"link\" title=\"The Order Acknowledgment [sn_spend_intg_imp_purchase_order_ack] staging table temporarily stores important data about order acknowledgements before this data is sent to the primary table.\">Order Acknowledgement staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/order-acknowledgement-error.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/order-acknowledgement-error.html\" class=\"link\" title=\"The Order Acknowledgement Error [sn_spend_intg_order_ack_error] staging table temporarily stores important data about any errors in the order price imports before this data is sent to the primary table.\">Order Acknowledgement Error staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/spo-pay-terms-inbound-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-pay-terms-inbound-table.html\" class=\"link\" title=\"The Payment Terms Stage inbound [sn_fcms_intg_payment_term_stage] staging table temporarily stores important data about payment terms before this data is sent to the primary table.\">Payment Terms Stage inbound staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/price-import-staging-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/price-import-staging-table.html\" class=\"link\" title=\"The Price Import [sn_spend_intg_imp_price] staging table temporarily stores important data about price imports before this data is sent to the primary table.\">Price Import staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/price-error-staging-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/price-error-staging-table.html\" class=\"link\" title=\"The Price Error [sn_spend_intg_price_error] staging table stores important data about pricing error so that an ERP integrator can export this data to a third-party ERP system.\">Price Error outbound staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/spo-prod-mod-inbound-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-prod-mod-inbound-table.html\" class=\"link\" title=\"The Product Model Stage inbound [sn_fcms_intg_cmdb_model_stage] staging table temporarily stores important data about product models before this data is sent to the primary table.\">Product Model Stage inbound staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/spo-purch-entity-inbound-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-purch-entity-inbound-table.html\" class=\"link\" title=\"The Purchase Entity Stage inbound [sn_fcms_intg_imp_purchase_entity] staging table temporarily stores important data about purchase entities before this data is sent to the primary table.\">Purchase Entity Stage inbound staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/spo-purch-line-stage-inbound-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-purch-line-stage-inbound-table.html\" class=\"link\" title=\"The Purchase Entity Stage inbound [sn_spend_intg_purchase_line] staging table temporarily stores important data about purchase entities before this data is sent to the primary table.\">Purchase Line Stage inbound staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/purchase-requisition-staging-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/purchase-requisition-staging-table.html\" class=\"link\" title=\"The Purchase requisition [sn_spend_intg_purchase_requisition] staging table temporarily stores important data about purchase requests before this data is sent to the primary table.\">Purchase Requisition staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/spend-shipment-import-inbound-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spend-shipment-import-inbound-table.html\" class=\"link\" title=\"The Spend Shipment Import inbound [sn_spend_intg_imp_shipment] staging table temporarily stores important data about spend shipment imports before this data is sent to the primary table.\">Spend Shipment Import inbound staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/shipment-error-staging-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/shipment-error-staging-table.html\" class=\"link\" title=\"The Shipment Error [sn_spend_intg_shipment_error] staging table temporarily stores important data on any shipment errors before this data is sent to the primary table.\">Shipment Error staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/spo-supp-prod-inbound-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/spo-supp-prod-inbound-table.html\" class=\"link\" title=\"The Supplier Product Stage inbound [sn_spend_intg_supplier_product_stage] staging table temporarily stores important data about supplier products before this data is sent to the primary table.\">Supplier Product Stage inbound staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/third-party-sourcing-registration-staging-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/third-party-sourcing-registration-staging-table.html\" class=\"link\" title=\"The Third Party Sourcing Registration [sn_spend_intg_sourcing_vendor] table temporarily stores important data on third party sourcing registrations before this data is sent to the primary table.\">Third Party Sourcing Registration staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/third-party-unit-mapping-staging-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/third-party-unit-mapping-staging-table.html\" class=\"link\" title=\"The Third Party Unit Mapping [sn_spend_intg_third_party_uom_map] staging table temporarily stores important data on third party mapping before this data is sent to the primary table.\">Third Party Unit Mapping staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/third-party-unit-staging-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/third-party-unit-staging-table.html\" class=\"link\" title=\"The Third Party Unit [sn_spend_intg_third_party_uom] staging table temporarily stores important data on third party units before this data is sent to the primary table.\">Third Party Unit staging table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/unit-measure-inbound-staging-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/unit-measure-inbound-staging-table.html\" class=\"link\" title=\"The Third Party Unit [sn_fcms_intg_imp_uom] staging table temporarily stores important data on third party units before this data is sent to the primary table.\">Unit of Measure inbound staging table</a></li></ul></dd></div></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Purchase Order Line inbound staging table The Purchase Order Line inbound [sn\_fcms\_intg\_imp\_order\_line] staging table temporarily stores important data about purchase order lines before this data is sent to the primary table. The following table lists the mandatory fields for the Purchase Order Line inbound [sn\_fcms\_intg\_imp\_order\_line] staging table. Table 1. Purchase Order Line inbound staging table \| Field \| Data type \| Description \| \| --- \| --- \| --- \| \| ERP source \| String \| ERP source from which data is imported. For purchase order, receipt, and invoice integrations, the ERP source is determined through the legal entity associated with these records. \| \| ERP PO number \| String \| Purchase order number from the ERP system. \| \| ERP PO line number \| String \| Purchase order line number from the ERP system. \|	--- title: Purchase Order Line inbound staging table description: The Purchase Order Line inbound [sn_fcms_intg_imp_order_line] staging table temporarily stores important data about purchase order lines before this data is sent to the primary table. keywords: [] breadcrumbs: - Finance and Supply Chain - Source-to-Pay Operations - Source-to-Pay Integrations - Source-to-Pay integration with third-party applications - Source-to-Pay integration framework - Inbound staging tables for Source-to-Pay Operations - Inbound staging tables for Sourcing and Procurement Operations --- # Purchase Order Line inbound staging table The Purchase Order Line inbound [sn\_fcms\_intg\_imp\_order\_line] staging table temporarily stores important data about purchase order lines before this data is sent to the primary table. The following table lists the mandatory fields for the Purchase Order Line inbound [sn\_fcms\_intg\_imp\_order\_line] staging table. Table 1. Purchase Order Line inbound staging table \| Field \| Data type \| Description \| \| --- \| --- \| --- \| \| ERP source \| String \| ERP source from which data is imported. For purchase order, receipt, and invoice integrations, the ERP source is determined through the legal entity associated with these records. \| \| ERP PO number \| String \| Purchase order number from the ERP system. \| \| ERP PO line number \| String \| Purchase order line number from the ERP system. \|
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/activate-na-cmpro-spo.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/activate-na-cmpro-spo.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/sourcing-procurement-operations/task/activate-na-cmpro-spo.html	zurich	Enable Now Assist in Contract Management	Install the Now Assist in Contract Management plugin (sn_cm_gen_ai) and activate the generative AI skills to use Now Assist skills in Contract Management.	[]	[ "Finance and Supply Chain", "Sourcing and Procurement Operations", "Integrating Sourcing and Procurement Operations with other applications", "Sourcing and Procurement Operations integration with Contract Management Pro", "Using Now Assist for Contract Management in Sourcing and Procurement Operations" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/task/activate-na-cmpro-spo.html" id="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/task/activate-na-cmpro-spo.html"><body id="activate-na-cmpro-spo"><main role="main"><article role="article" class="dita" id="activate-na-cmpro-spo" aria-labelledby="title_activate-na-cmpro-spo"> <h1 class="title topictitle1" id="title_activate-na-cmpro-spo">Enable <span class="ph">Now Assist</span> in <span class="ph">Contract Management</span></h1> <div class="body taskbody"><p class="shortdesc">Install the <span class="ph">Now Assist</span> in <span class="ph">Contract Management</span> plugin (sn_cm_gen_ai) and activate the generative AI skills to use <span class="ph">Now Assist</span> skills in <span class="ph">Contract Management</span>.</p> <section class="section context" id="activate-na-cmpro-spo__context_nlk_xdt_vcc"><div class="tasklabel"><p class="sectiontitle tasklabel">About this task</p></div> <p class="p">Use the <span class="ph">Now Assist</span> console to enable <span class="ph">Now Assist</span> in <span class="ph">Contract Management</span>. This console contains everything that you need to install the plugin and activate the generative AI skills. For additional information, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/task//csh" href="https://servicenow-be-prod.servicenow.com/csh?topicname=configuring-now-assist&version=zurich&pubname=zurich-intelligent-experiences" class="xref">Now Assist Admin console</a>.</p> <div class="p">The following skills are available for <span class="ph">Contract Management</span> in the <span class="ph">Now Assist Admin</span> console.<ul class="ul" id="activate-na-cmpro-spo__ul_ykv_lmy_bdc"> <li class="li">Contract metadata extraction</li> <li class="li">Contract analysis</li> </ul></div> </section> <section class="section prereq"><div class="tasklabel"><p class="sectiontitle tasklabel">Before you begin</p></div> <p class="p">Role required: sn_cm_gen_ai.ai_contract_admin</p> </section> <section><div class="tasklabel"><p class="sectiontitle tasklabel">Procedure</p></div><ol class="ol steps"><li class="li step stepexpand"> <span class="ph cmd">Install the <span class="ph">Now Assist</span> in <span class="ph">Contract Management</span> plugin (sn_cm_gen_ai).</span> <div class="itemgroup info"> <p class="p">For information about the plugin installation process, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/task//csh" href="https://servicenow-be-prod.servicenow.com/csh?topicname=install-now-assist-feature-plugins&version=zurich&pubname=zurich-intelligent-experiences" class="xref">Install Now Assist plugins</a>.</p> </div> </li><li class="li step stepexpand"> <span class="ph cmd">Navigate to <span class="ph menucascade"><span class="ph uicontrol">All</span><abbr> > </abbr><span class="ph uicontrol">Now Assist Admin</span><abbr> > </abbr><span class="ph uicontrol">Features</span></span> to open the <span class="ph uicontrol">Now Assist Features</span> tab on the <span class="ph">Now Assist Admin</span> console.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Navigate to <span class="ph menucascade"><span class="ph uicontrol">Employee</span><abbr> > </abbr><span class="ph uicontrol">CM Pro</span></span>.</span> </li><li class="li step stepexpand"> <span class="ph cmd">On the feature card that contains the skill that you want to activate, select <span class="ph uicontrol">View details</span>.</span> </li><li class="li step stepexpand"> <span class="ph cmd">In the <span class="ph uicontrol">All available Contract Management Pro skills</span> section, select <span class="ph uicontrol">Turn on</span> for the skill that you want to activate.</span> </li></ol></section> </div> <nav role="navigation"></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"><div class="col-md-4"><dt>Related tasks</dt><dd><ul><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/task/extract-metadata-spo.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/extract-metadata-spo.html" class="link" title="Extract metadata from a signed contract attached in a contract repository record.">Start a metadata extraction for a contract from Source-to-Pay Workspace</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/task/analyze-contract-spo.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/analyze-contract-spo.html" class="link" title="As a contract fulfiller, analyze a contract document with generative AI to identify non-standard and missing clauses.">Analyze a contract document from Source-to-Pay Workspace</a></li></ul></dd></div></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Sourcing and Procurement Operations", "topic_id": "product/sourcing-procurement-operations/concept/psm-overview.html" }, { "title": "Integrating Sourcing and Procurement Operations with other applications", "topic_id": "product/sourcing-procurement-operations/concept/integrating-spo.html" }, { "title": "Sourcing and Procurement Operations integration with Contract Management Pro", "topic_id": "product/sourcing-procurement-operations/concept/integration-spo-cmpro.html" }, { "title": "Using Now Assist for Contract Management in Sourcing and Procurement Operations", "topic_id": "product/sourcing-procurement-operations/concept/use-now-assist-cmpro-spo.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations\">Zurich Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/finance-supply-chain-landing.html\">Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/psm-overview.html\">Sourcing and Procurement Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/integrating-spo.html\">Integrating Sourcing and Procurement Operations with other applications</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/integration-spo-cmpro.html\">Sourcing and Procurement Operations integration with Contract Management Pro</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/use-now-assist-cmpro-spo.html\">Using Now Assist for Contract Management in Sourcing and Procurement Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">Enable Now Assist in Contract Management</span>", "bundle_id": "zurich-source-to-pay-operations", "bundle_key": 2735, "bundle_landing_page": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html", "bundle_subtitle": null, "bundle_title": "Zurich Finance and Supply Chain", "canonical_link": null, "dates": { "Added on": "2025-08-05T13:11:54.216332Z", "Created on": "2025-03-18T00:00:00Z", "Initial upload": "2025-07-30T22:25:52.095402Z", "Updated on": "2025-07-31T00:00:00Z" }, "dislike_url": "https://servicenow-be-prod.servicenow.com/dislike/55688576", "dislikes": 0, "es_archived_content": false, "is_in_fav": false, "is_liked": null, "is_watched": false, "keywords": [ " zurich zurich" ], "labels": [ { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "zurich", "navtitle": "Zurich", "outputclasses": [], "subjectHeadId": "versions", "subjectheadNavtitle": "Versions", "visibility": "show-facet" }, { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "spoo", "navtitle": "Sourcing and Procurement Operations", "outputclasses": [], "subjectHeadId": "products", "subjectheadNavtitle": "Products", "visibility": "show-facet" } ], "labels_text": "Versions > Zurich; Products > Finance and Supply Chain > Sourcing and Procurement Operations", "like_url": 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"https://downloads.docs.servicenow.com/pdf/enus/servicenow-yokohama-source-to-pay-operations-enus.pdf", "rating": null, "read_time_data": { "char_count": 1137, "img_count": 0, "read_time": 1, "video_links": [ "" ], "word_count": 180 }, "related_links": [ { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "Extract metadata from a signed contract attached in a contract repository record.", "title": "Start a metadata extraction for a contract from Source-to-Pay Workspace", "topic": "/product/sourcing-procurement-operations/task/extract-metadata-spo.html", "type": "task", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "As a contract fulfiller, analyze a contract document with generative AI to identify non-standard and missing clauses.", "title": "Analyze a contract document from Source-to-Pay Workspace", "topic": "/product/sourcing-procurement-operations/task/analyze-contract-spo.html", "type": "task", "url": null } ], "search_title": null, "title": "Enable Now Assist in Contract Management", "topic_cluster": { "clustered_by": { "enabled": true, "primary_key": "versions", "primary_sort": "top-down", "type": "subjecthead" }, "clustered_labels": [ "versions" ], "clustered_topics": [ { "bundle_id": "yokohama-source-to-pay-operations", "clustering_title": "Yokohama", "es_archived_content": false, "page_id": "product/sourcing-procurement-operations/task/activate-na-cmpro-spo.html" } ], "clustering_title": "Zurich" }, "topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/task/activate-na-cmpro-spo.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/task/activate-na-cmpro-spo.html\"><body id=\"activate-na-cmpro-spo\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"activate-na-cmpro-spo\" aria-labelledby=\"title_activate-na-cmpro-spo\">\n <h1 class=\"title topictitle1\" id=\"title_activate-na-cmpro-spo\">Enable <span class=\"ph\">Now Assist</span> in <span class=\"ph\">Contract Management</span></h1>\n \n \n <div class=\"body taskbody\"><p class=\"shortdesc\">Install the <span class=\"ph\">Now Assist</span> in <span class=\"ph\">Contract Management</span> plugin (sn_cm_gen_ai) and activate the generative AI skills to use <span class=\"ph\">Now Assist</span> skills in <span class=\"ph\">Contract Management</span>.</p>\n <section class=\"section context\" id=\"activate-na-cmpro-spo__context_nlk_xdt_vcc\"><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">About this task</p></div>\n <p class=\"p\">Use the <span class=\"ph\">Now Assist</span> console to enable <span class=\"ph\">Now Assist</span> in <span class=\"ph\">Contract Management</span>. This console contains everything that you need to install the plugin and activate the generative AI skills. For additional information, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/task//csh\" href=\"https://servicenow-be-prod.servicenow.com/csh?topicname=configuring-now-assist&version=zurich&pubname=zurich-intelligent-experiences\" class=\"xref\">Now Assist Admin console</a>.</p>\n <div class=\"p\">The following skills are available for <span class=\"ph\">Contract Management</span> in the <span class=\"ph\">Now Assist Admin</span> console.<ul class=\"ul\" id=\"activate-na-cmpro-spo__ul_ykv_lmy_bdc\">\n <li class=\"li\">Contract metadata extraction</li>\n <li class=\"li\">Contract analysis</li>\n </ul></div>\n </section>\n <section class=\"section prereq\"><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">Before you begin</p></div>\n <p class=\"p\">Role required: sn_cm_gen_ai.ai_contract_admin</p>\n </section>\n <section><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">Procedure</p></div><ol class=\"ol steps\"><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Install the <span class=\"ph\">Now Assist</span> in <span class=\"ph\">Contract Management</span> plugin (sn_cm_gen_ai).</span>\n <div class=\"itemgroup info\">\n <p class=\"p\">For information about the plugin installation process, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/task//csh\" href=\"https://servicenow-be-prod.servicenow.com/csh?topicname=install-now-assist-feature-plugins&version=zurich&pubname=zurich-intelligent-experiences\" class=\"xref\">Install Now Assist plugins</a>.</p>\n </div>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Navigate to <span class=\"ph menucascade\"><span class=\"ph uicontrol\">All</span><abbr> > </abbr><span class=\"ph uicontrol\">Now Assist Admin</span><abbr> > </abbr><span class=\"ph uicontrol\">Features</span></span> to open the <span class=\"ph uicontrol\">Now Assist Features</span> tab on the <span class=\"ph\">Now Assist Admin</span> console.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Navigate to <span class=\"ph menucascade\"><span class=\"ph uicontrol\">Employee</span><abbr> > </abbr><span class=\"ph uicontrol\">CM Pro</span></span>.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">On the feature card that contains the skill that you want to activate, select <span class=\"ph uicontrol\">View details</span>.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">In the <span class=\"ph uicontrol\">All available Contract Management Pro skills</span> section, select <span class=\"ph uicontrol\">Turn on</span> for the skill that you want to activate.</span>\n </li></ol></section>\n </div>\n<nav role=\"navigation\"></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"><div class=\"col-md-4\"><dt>Related tasks</dt><dd><ul><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/task/extract-metadata-spo.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/extract-metadata-spo.html\" class=\"link\" title=\"Extract metadata from a signed contract attached in a contract repository record.\">Start a metadata extraction for a contract from Source-to-Pay Workspace</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/task/analyze-contract-spo.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/analyze-contract-spo.html\" class=\"link\" title=\"As a contract fulfiller, analyze a contract document with generative AI to identify non-standard and missing clauses.\">Analyze a contract document from Source-to-Pay Workspace</a></li></ul></dd></div></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Enable Now Assist in Contract Management Install the Now Assist in Contract Management plugin (sn\_cm\_gen\_ai) and activate the generative AI skills to use Now Assist skills in Contract Management. ## About this task Use the Now Assist console to enable Now Assist in Contract Management. This console contains everything that you need to install the plugin and activate the generative AI skills. For additional information, see Now Assist Admin console. The following skills are available for Contract Management in the Now Assist Admin console. * Contract metadata extraction * Contract analysis ## Before you begin Role required: sn\_cm\_gen\_ai.ai\_contract\_admin ## Procedure 1. Install the Now Assist in Contract Management plugin (sn\_cm\_gen\_ai). For information about the plugin installation process, see Install Now Assist plugins. 2. Navigate to All > Now Assist Admin > Features to open the Now Assist Features tab on the Now Assist Admin console. 3. Navigate to Employee > CM Pro. 4. On the feature card that contains the skill that you want to activate, select View details. 5. In the All available Contract Management Pro skills section, select Turn on for the skill that you want to activate.	--- title: Enable Now Assist in Contract Management description: Install the Now Assist in Contract Management plugin (sn_cm_gen_ai) and activate the generative AI skills to use Now Assist skills in Contract Management. keywords: [] breadcrumbs: - Finance and Supply Chain - Sourcing and Procurement Operations - Integrating Sourcing and Procurement Operations with other applications - Sourcing and Procurement Operations integration with Contract Management Pro - Using Now Assist for Contract Management in Sourcing and Procurement Operations --- # Enable Now Assist in Contract Management Install the Now Assist in Contract Management plugin (sn\_cm\_gen\_ai) and activate the generative AI skills to use Now Assist skills in Contract Management. ## About this task Use the Now Assist console to enable Now Assist in Contract Management. This console contains everything that you need to install the plugin and activate the generative AI skills. For additional information, see Now Assist Admin console. The following skills are available for Contract Management in the Now Assist Admin console. * Contract metadata extraction * Contract analysis ## Before you begin Role required: sn\_cm\_gen\_ai.ai\_contract\_admin ## Procedure 1. Install the Now Assist in Contract Management plugin (sn\_cm\_gen\_ai). For information about the plugin installation process, see Install Now Assist plugins. 2. Navigate to All > Now Assist Admin > Features to open the Now Assist Features tab on the Now Assist Admin console. 3. Navigate to Employee > CM Pro. 4. On the feature card that contains the skill that you want to activate, select View details. 5. In the All available Contract Management Pro skills section, select Turn on for the skill that you want to activate.
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/add-a-sourcing-request-to-a-negotiation-event.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/add-a-sourcing-request-to-a-negotiation-event.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/sourcing-procurement-operations/task/add-a-sourcing-request-to-a-negotiation-event.html	zurich	Add a sourcing request to a sourcing event	You can manage multi-supplier and multi-product negotiations by mapping similar sourcing requests and related negotiations to a sourcing event.	[]	[ "Finance and Supply Chain", "Sourcing and Procurement Operations", "Exploring Sourcing and Procurement Operations", "Source-to-Pay Workspace" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/task/add-a-sourcing-request-to-a-negotiation-event.html" id="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/task/add-a-sourcing-request-to-a-negotiation-event.html"><body id="add-a-sourcing-request-to-a-negotiation-event"><main role="main"><article role="article" class="dita" id="add-a-sourcing-request-to-a-negotiation-event" aria-labelledby="title_add-a-sourcing-request-to-a-negotiation-event"> <h1 class="title topictitle1" id="title_add-a-sourcing-request-to-a-negotiation-event">Add a sourcing request to a sourcing event</h1> <div class="body taskbody"><p class="shortdesc">You can manage multi-supplier and multi-product negotiations by mapping similar sourcing requests and related negotiations to a sourcing event.</p> <section class="section prereq"><div class="tasklabel"><p class="sectiontitle tasklabel">Before you begin</p></div> <p class="p">Role required: sn_shop.procurement_specialist</p> </section> <section><div class="tasklabel"><p class="sectiontitle tasklabel">Procedure</p></div><ol class="ol steps"><li class="li step stepexpand"> <span class="ph cmd">Navigate to <span class="ph menucascade"><span class="ph uicontrol">All</span><abbr> > </abbr><span class="ph uicontrol">Procurement Case Management</span><abbr> > </abbr><span class="ph uicontrol">Source-to-Pay Workspace</span></span>.</span> </li><li class="li step stepexpand"> <span class="ph cmd">On the list page, navigate to <span class="ph menucascade"><span class="ph uicontrol">All work</span><abbr> > </abbr><span class="ph uicontrol">Sourcing Requests</span></span>.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Select the sourcing request that you plan to add to a sourcing event.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Select <span class="ph uicontrol">Add to sourcing event</span>.</span> </li><li class="li step stepexpand"> <span class="ph cmd">In the Add to sourcing event dialog box, select whether you would like to add the sourcing request to an existing or new sourcing event.</span> <div class="itemgroup info"> <ul class="ul" id="add-a-sourcing-request-to-a-negotiation-event__ul_f55_w54_gtb"> <li class="li">If adding to an existing sourcing event, select the sourcing event from the <span class="ph uicontrol">Sourcing events</span> list. The <span class="ph uicontrol">Supplier response close</span> field is auto-populated with the supplier response close date specified in the existing sourcing event that you're adding the sourcing request to.</li> <li class="li">If adding to a new sourcing event:<ol class="ol" type="a" id="add-a-sourcing-request-to-a-negotiation-event__ol_jgc_1w4_gtb"> <li class="li">Enter a short description for the sourcing event in the <span class="ph uicontrol">Short description</span> field.</li> <li class="li">Select the method used to engage with the supplier from the <span class="ph uicontrol">Negotiation type</span> field. The options are Quote, RFx, Contract Renewal, and Other.</li> <li class="li">Select the anticipated outcome or end results of the sourcing event from the <span class="ph uicontrol">Negotiation outcome</span> field. The options are Standard Savings, Contract Terms Negotiated, Cost Avoidance, and Negotiation Unsuccessful.</li> <li class="li">The <span class="ph uicontrol">Expected start</span> field gets auto-populated with the current date. However, you can select your expected start date from the calendar icon if necessary.</li> <li class="li">The supplier response close date specified in the sourcing request is auto-populated in the <span class="ph uicontrol">Supplier response close</span> field. If the sourcing manager changes the supplier response deadline for a new sourcing event, the sourcing request also reflects this updated date.<div class="note note note_note"><span class="note__title">Note:</span> When adding multiple sourcing requests to a new sourcing event, the furthest date among those requests is used to populate the <span class="ph uicontrol">Supplier response close</span> field.</div></li> </ol></li> </ul> </div> </li><li class="li step stepexpand"> <span class="ph cmd">Select <span class="ph uicontrol">Add</span>.</span> </li></ol></section> <section class="section result" id="add-a-sourcing-request-to-a-negotiation-event__result_qcw_nkh_bpb"><div class="tasklabel"><p class="sectiontitle tasklabel">Result</p></div>A new sourcing event is created, which is attached to the selected sourcing request.</section> <section class="section postreq" id="add-a-sourcing-request-to-a-negotiation-event__postreq_cwr_tzk_qnb"><div class="tasklabel"><p class="sectiontitle tasklabel">What to do next</p></div> <p class="p">View an overview of the sourcing event in the <span class="ph uicontrol">Overview</span> tab, and other associated information in relevant tabs such as <span class="ph uicontrol">Details</span>, <span class="ph uicontrol">Negotiations</span>, <span class="ph uicontrol">Sourcing Requests</span>, <span class="ph uicontrol">Purchase Lines</span>, <span class="ph uicontrol">Cases</span>, <span class="ph uicontrol">Purchasing Tasks</span>, and <span class="ph uicontrol">Contracts</span>.</p> <p class="p">You can add more sourcing requests to this sourcing event by selecting <span class="ph uicontrol">Add sourcing request</span>. Negotiation records are automatically created for each supplier in the sourcing request. You can add more suppliers to this sourcing event as well. For more information, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/task/work-on-a-negotiation-event.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/work-on-a-negotiation-event.html" class="xref" title="You can work on a sourcing event and complete an entire workflow, right from starting negotiations with multiple suppliers, to awarding one or multiple suppliers, or rejecting bids. Awarding suppliers create purchase requisitions for the selected suppliers and items.">Work on a sourcing event</a>.</p> <p class="p">In compliance with fair competition laws, qualify all your suppliers in that sourcing event before you start negotiating with any of them. For more information, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/supplier-qualification.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/supplier-qualification.html" class="xref" title="As a procurement specialist or Procurement Case Management (PCM) agent, you would want to engage with suppliers who are qualified to fulfill your organization's purchasing needs.">Supplier qualification</a>.</p> </section> </div> <nav role="navigation"></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": 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href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/psm-overview.html\">Sourcing and Procurement Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/exploring-spo.html\">Exploring Sourcing and Procurement Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/procurement-specialist-workspace.html\">Source-to-Pay Workspace</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">Add a sourcing request to a sourcing event</span>", "bundle_id": "zurich-source-to-pay-operations", "bundle_key": 2735, "bundle_landing_page": 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"Field Normalization": null, "Key Management Framework": null, "Localization Framework": null, "Now Platform": null, "PlatSec": null, "Platform": null, "Platform Administration": null, "Platform Performance": null, "Platform Privacy": null, "Proactive Triggers": null, "Process Optimization": null, "RN doc editing record number": null, "Search Administration": null, "Secrets Management": null, "ServiceNow AI Platform": null, "State Model": null, "Subscription Management": null, "Task Communications Management": null, "Timeline Visualizations": null, "User Administration": null, "User Experience Analytics": null, "Zing": null, "ai-now-assist": null, "app-name": null, "app_route": null, "azureapimanagemen": null, "change-completed": null, "change-item": null, "change-request-id": null, "change-request-reference": null, "com.glide.embedded_help.category": null, "component": null, "copyright": "(C) Copyright 2025", "crossroads": null, "data": null, "description": "You can manage multi-supplier and multi-product negotiations by mapping similar sourcing requests and related negotiations to a sourcing event.", "dominant_bundle": null, "erp-canvas-video": null, "fsm-mobile": null, "fsm-route": null, "fsm-sched-opt": null, "fsm-wrk-order": null, "genai-round-7": null, "generator": "DITA-OT", "glossPartOfSpeech": null, "glossStatus": null, "guided setup": null, "guided tours": null, "keywords": null, "min-toc": null, "mini": null, "mini-to truec": null, "mini-toc": null, "mini_toc": null, "minitoc": null, "modification": null, "now-assist-app-gen-video": null, "order": null, "page-type": null, "page-type ": null, "prodname": null, "product": null, "product_name": null, "release": null, "resourceID": null, "roles": null, "route_page": null, "route_params_listId": null, "route_params_table": null, "route_params_type": null, "route_type": null, "setconfigurationproperties": null, "topic": null, "translation-type": "source", "version": null, "workflow": "Creator", "workplace-srvc-delvry-ditamap": null }, "page_id": "product/sourcing-procurement-operations/task/add-a-sourcing-request-to-a-negotiation-event.html", "page_key": 55688577, "preprocessed_PDF": "https://downloads.docs.servicenow.com/pdf/enus/servicenow-yokohama-source-to-pay-operations-enus.pdf", "rating": null, "read_time_data": { "char_count": 2971, "img_count": 0, "read_time": 2, "video_links": [ "" ], "word_count": 435 }, "related_links": [], "search_title": null, "title": "Add a sourcing request to a sourcing event", "topic_cluster": { "clustered_by": { "enabled": true, "primary_key": "versions", "primary_sort": "top-down", "type": "subjecthead" }, "clustered_labels": [ "versions" ], "clustered_topics": [ { "bundle_id": "yokohama-source-to-pay-operations", "clustering_title": "Yokohama", "es_archived_content": false, "page_id": "product/sourcing-procurement-operations/task/add-a-sourcing-request-to-a-negotiation-event.html" }, { "bundle_id": "xanadu-source-to-pay-operations", "clustering_title": "Xanadu", "es_archived_content": false, "page_id": "product/sourcing-procurement-operations/task/add-a-sourcing-request-to-a-negotiation-event.html" }, { "bundle_id": "washingtondc-source-to-pay-operations", "clustering_title": "Washington DC", "es_archived_content": false, "page_id": "product/sourcing-procurement-operations/task/add-a-sourcing-request-to-a-negotiation-event.html" }, { "bundle_id": "vancouver-source-to-pay-operations", "clustering_title": "Vancouver", "es_archived_content": false, "page_id": "product/sourcing-procurement-operations/task/add-a-sourcing-request-to-a-negotiation-event.html" } ], "clustering_title": "Zurich" }, "topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/task/add-a-sourcing-request-to-a-negotiation-event.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/task/add-a-sourcing-request-to-a-negotiation-event.html\"><body id=\"add-a-sourcing-request-to-a-negotiation-event\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"add-a-sourcing-request-to-a-negotiation-event\" aria-labelledby=\"title_add-a-sourcing-request-to-a-negotiation-event\">\n <h1 class=\"title topictitle1\" id=\"title_add-a-sourcing-request-to-a-negotiation-event\">Add a sourcing request to a sourcing event</h1>\n \n \n <div class=\"body taskbody\"><p class=\"shortdesc\">You can manage multi-supplier and multi-product negotiations by mapping similar\n sourcing requests and related negotiations to a sourcing event.</p>\n <section class=\"section prereq\"><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">Before you begin</p></div>\n <p class=\"p\">Role required: sn_shop.procurement_specialist</p>\n </section>\n <section><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">Procedure</p></div><ol class=\"ol steps\"><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Navigate to <span class=\"ph menucascade\"><span class=\"ph uicontrol\">All</span><abbr> > </abbr><span class=\"ph uicontrol\">Procurement Case Management</span><abbr> > </abbr><span class=\"ph uicontrol\">Source-to-Pay Workspace</span></span>.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">On the list page, navigate to <span class=\"ph menucascade\"><span class=\"ph uicontrol\">All work</span><abbr> > </abbr><span class=\"ph uicontrol\">Sourcing Requests</span></span>.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select the sourcing request that you plan to add to a sourcing event.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select <span class=\"ph uicontrol\">Add to sourcing event</span>.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">In the Add to sourcing event dialog box, select whether you would like to\n add the sourcing request to an existing or new sourcing event.</span>\n <div class=\"itemgroup info\">\n <ul class=\"ul\" id=\"add-a-sourcing-request-to-a-negotiation-event__ul_f55_w54_gtb\">\n <li class=\"li\">If adding to an existing sourcing event, select the sourcing event from the <span class=\"ph uicontrol\">Sourcing events</span> list. The <span class=\"ph uicontrol\">Supplier response close</span> field is auto-populated with the\n supplier response close date specified in the existing sourcing event that you're adding the sourcing request to.</li>\n <li class=\"li\">If adding to a new sourcing event:<ol class=\"ol\" type=\"a\" id=\"add-a-sourcing-request-to-a-negotiation-event__ol_jgc_1w4_gtb\">\n <li class=\"li\">Enter a short description for the sourcing event in the\n <span class=\"ph uicontrol\">Short description</span> field.</li>\n <li class=\"li\">Select the method used to engage with the supplier from the\n <span class=\"ph uicontrol\">Negotiation type</span> field. The options\n are Quote, RFx, Contract Renewal, and Other.</li>\n <li class=\"li\">Select the anticipated outcome or end results of the sourcing event from the <span class=\"ph uicontrol\">Negotiation outcome</span> field.\n The options are Standard Savings, Contract Terms Negotiated,\n Cost Avoidance, and Negotiation Unsuccessful.</li>\n <li class=\"li\">The <span class=\"ph uicontrol\">Expected start</span> field gets auto-populated with the current date. However, you can select your expected start date from the calendar icon if necessary.</li>\n <li class=\"li\">The supplier response close date specified in the sourcing request is auto-populated in the <span class=\"ph uicontrol\">Supplier response close</span> field. If the sourcing manager changes the supplier response deadline for\n a new sourcing event, the sourcing request also reflects this updated date.<div class=\"note note note_note\"><span class=\"note__title\">Note:</span> When adding multiple sourcing requests to a new sourcing event, the furthest date among those requests is used to populate the\n <span class=\"ph uicontrol\">Supplier response close</span> field.</div></li>\n </ol></li>\n </ul>\n </div>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select <span class=\"ph uicontrol\">Add</span>.</span>\n </li></ol></section>\n <section class=\"section result\" id=\"add-a-sourcing-request-to-a-negotiation-event__result_qcw_nkh_bpb\"><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">Result</p></div>A new sourcing event is created, which is attached to the selected sourcing request.</section>\n <section class=\"section postreq\" id=\"add-a-sourcing-request-to-a-negotiation-event__postreq_cwr_tzk_qnb\"><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">What to do next</p></div>\n <p class=\"p\">View an overview of the sourcing event in the <span class=\"ph uicontrol\">Overview</span> tab, and other associated information in relevant tabs such as <span class=\"ph uicontrol\">Details</span>, <span class=\"ph uicontrol\">Negotiations</span>,\n <span class=\"ph uicontrol\">Sourcing Requests</span>, <span class=\"ph uicontrol\">Purchase Lines</span>, <span class=\"ph uicontrol\">Cases</span>, <span class=\"ph uicontrol\">Purchasing Tasks</span>, and <span class=\"ph uicontrol\">Contracts</span>.</p>\n <p class=\"p\">You can add more sourcing requests to this sourcing event by selecting <span class=\"ph uicontrol\">Add sourcing request</span>. Negotiation records are automatically created for each supplier in the sourcing request. You can add more\n suppliers to this sourcing event as well. For more information, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/task/work-on-a-negotiation-event.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/work-on-a-negotiation-event.html\" class=\"xref\" title=\"You can work on a sourcing event and complete an entire workflow, right from starting negotiations with multiple suppliers, to awarding one or multiple suppliers, or rejecting bids. Awarding suppliers create purchase requisitions for the selected suppliers and items.\">Work on a sourcing event</a>.</p>\n <p class=\"p\">In compliance with fair competition laws, qualify all your suppliers in that\n sourcing event before you start negotiating with any of them. For more\n information, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/supplier-qualification.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/supplier-qualification.html\" class=\"xref\" title=\"As a procurement specialist or Procurement Case Management (PCM) agent, you would want to engage with suppliers who are qualified to fulfill your organization's purchasing needs.\">Supplier qualification</a>.</p>\n </section>\n </div>\n<nav role=\"navigation\"></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Add a sourcing request to a sourcing event You can manage multi-supplier and multi-product negotiations by mapping similar sourcing requests and related negotiations to a sourcing event. ## Before you begin Role required: sn\_shop.procurement\_specialist ## Procedure 1. Navigate to All > Procurement Case Management > Source-to-Pay Workspace. 2. On the list page, navigate to All work > Sourcing Requests. 3. Select the sourcing request that you plan to add to a sourcing event. 4. Select Add to sourcing event. 5. In the Add to sourcing event dialog box, select whether you would like to add the sourcing request to an existing or new sourcing event. * If adding to an existing sourcing event, select the sourcing event from the Sourcing events list. The Supplier response close field is auto-populated with the supplier response close date specified in the existing sourcing event that you're adding the sourcing request to. * If adding to a new sourcing event: 1. Enter a short description for the sourcing event in the Short description field. 2. Select the method used to engage with the supplier from the Negotiation type field. The options are Quote, RFx, Contract Renewal, and Other. 3. Select the anticipated outcome or end results of the sourcing event from the Negotiation outcome field. The options are Standard Savings, Contract Terms Negotiated, Cost Avoidance, and Negotiation Unsuccessful. 4. The Expected start field gets auto-populated with the current date. However, you can select your expected start date from the calendar icon if necessary. 5. The supplier response close date specified in the sourcing request is auto-populated in the Supplier response close field. If the sourcing manager changes the supplier response deadline for a new sourcing event, the sourcing request also reflects this updated date.Note: When adding multiple sourcing requests to a new sourcing event, the furthest date among those requests is used to populate the Supplier response close field. 6. Select Add. ### Result A new sourcing event is created, which is attached to the selected sourcing request. ### What to do next View an overview of the sourcing event in the Overview tab, and other associated information in relevant tabs such as Details, Negotiations, Sourcing Requests, Purchase Lines, Cases, Purchasing Tasks, and Contracts. You can add more sourcing requests to this sourcing event by selecting Add sourcing request. Negotiation records are automatically created for each supplier in the sourcing request. You can add more suppliers to this sourcing event as well. For more information, see Work on a sourcing event. In compliance with fair competition laws, qualify all your suppliers in that sourcing event before you start negotiating with any of them. For more information, see Supplier qualification.	--- title: Add a sourcing request to a sourcing event description: You can manage multi-supplier and multi-product negotiations by mapping similar sourcing requests and related negotiations to a sourcing event. keywords: [] breadcrumbs: - Finance and Supply Chain - Sourcing and Procurement Operations - Exploring Sourcing and Procurement Operations - Source-to-Pay Workspace --- # Add a sourcing request to a sourcing event You can manage multi-supplier and multi-product negotiations by mapping similar sourcing requests and related negotiations to a sourcing event. ## Before you begin Role required: sn\_shop.procurement\_specialist ## Procedure 1. Navigate to All > Procurement Case Management > Source-to-Pay Workspace. 2. On the list page, navigate to All work > Sourcing Requests. 3. Select the sourcing request that you plan to add to a sourcing event. 4. Select Add to sourcing event. 5. In the Add to sourcing event dialog box, select whether you would like to add the sourcing request to an existing or new sourcing event. * If adding to an existing sourcing event, select the sourcing event from the Sourcing events list. The Supplier response close field is auto-populated with the supplier response close date specified in the existing sourcing event that you're adding the sourcing request to. * If adding to a new sourcing event: 1. Enter a short description for the sourcing event in the Short description field. 2. Select the method used to engage with the supplier from the Negotiation type field. The options are Quote, RFx, Contract Renewal, and Other. 3. Select the anticipated outcome or end results of the sourcing event from the Negotiation outcome field. The options are Standard Savings, Contract Terms Negotiated, Cost Avoidance, and Negotiation Unsuccessful. 4. The Expected start field gets auto-populated with the current date. However, you can select your expected start date from the calendar icon if necessary. 5. The supplier response close date specified in the sourcing request is auto-populated in the Supplier response close field. If the sourcing manager changes the supplier response deadline for a new sourcing event, the sourcing request also reflects this updated date.Note: When adding multiple sourcing requests to a new sourcing event, the furthest date among those requests is used to populate the Supplier response close field. 6. Select Add. ### Result A new sourcing event is created, which is attached to the selected sourcing request. ### What to do next View an overview of the sourcing event in the Overview tab, and other associated information in relevant tabs such as Details, Negotiations, Sourcing Requests, Purchase Lines, Cases, Purchasing Tasks, and Contracts. You can add more sourcing requests to this sourcing event by selecting Add sourcing request. Negotiation records are automatically created for each supplier in the sourcing request. You can add more suppliers to this sourcing event as well. For more information, see Work on a sourcing event. In compliance with fair competition laws, qualify all your suppliers in that sourcing event before you start negotiating with any of them. For more information, see Supplier qualification.
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/add-pipeline-sourcing-request.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/add-pipeline-sourcing-request.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/sourcing-procurement-operations/task/add-pipeline-sourcing-request.html	zurich	Add a pipeline project to a sourcing request	Add a pipeline project to a sourcing request to link project details, reduce manual data entry, and track sourcing progress against project timelines.	[]	[ "Finance and Supply Chain", "Sourcing and Procurement Operations", "Using Sourcing and Procurement Operations", "Using Sourcing Pipeline Management" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/task/add-pipeline-sourcing-request.html" id="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/task/add-pipeline-sourcing-request.html"><body id="add-pipeline-sourcing-request"><main role="main"><article role="article" class="dita" id="add-pipeline-sourcing-request" aria-labelledby="title_add-pipeline-sourcing-request"> <h1 class="title topictitle1" id="title_add-pipeline-sourcing-request">Add a pipeline project to a sourcing request</h1> <div class="body taskbody"><p class="shortdesc">Add a pipeline project to a sourcing request to link project details, reduce manual data entry, and track sourcing progress against project timelines.</p> <section class="section prereq" id="add-pipeline-sourcing-request__task-prereq"><div class="tasklabel"><p class="sectiontitle tasklabel">Before you begin</p></div> <p class="p">Role required: sn_shop.procurement_specialist or admin</p> </section> <section class="section context" id="add-pipeline-sourcing-request__context_hgx_yyj_wfc"><div class="tasklabel"><p class="sectiontitle tasklabel">About this task</p></div> <p class="p">You can add pipeline projects to sourcing requests that are in either the Pending Review or Pending Approval state.</p> </section> <section><div class="tasklabel"><p class="sectiontitle tasklabel">Procedure</p></div><ol class="ol steps"><li class="li step stepexpand"> <span class="ph cmd">Navigate to <span class="ph menucascade"><span class="ph uicontrol">Source-to-Pay Workspace</span></span>.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Select the list icon (<img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/../../supplier-lifecycle-operations/image/cases-list-icon.png?_LANG=enus" class="image icon" id="add-pipeline-sourcing-request__image_skw_zqh_wtb" height="20" alt="List icon."/>) and do one of the following:</span> <div class="itemgroup info"> <ul class="ul" id="add-pipeline-sourcing-request__ul_dwq_tzd_wfc"> <li class="li">Navigate to <span class="ph menucascade"><span class="ph uicontrol">Lists</span><abbr> > </abbr><span class="ph uicontrol">My work</span><abbr> > </abbr><span class="ph uicontrol">Sourcing requests</span></span>.</li> <li class="li">Navigate to <span class="ph menucascade"><span class="ph uicontrol">Lists</span><abbr> > </abbr><span class="ph uicontrol">All work</span><abbr> > </abbr><span class="ph uicontrol">Sourcing requests</span></span>.</li> </ul> </div> </li><li class="li step stepexpand"> <span class="ph cmd">Select the link to the sourcing request under the Number column.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Select <span class="ph uicontrol">Add to pipeline project</span>.</span> <div class="itemgroup info"><img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/../image/pipeline-add-option.png?_LANG=enus" class="image" id="add-pipeline-sourcing-request__image_gq4_4nk_wfc" alt="Add to pipeline project option."/></div> </li><li class="li step stepexpand"> <span class="ph cmd">In the Add to pipeline project dialog box, do one of the following:</span> <div class="itemgroup info"> <div class="table-wrap"><table count-columns="2" class="table frame-all" id="add-pipeline-sourcing-request__table_xms_qbk_wfc"><caption></caption><colgroup><col/><col/></colgroup><thead class="thead"> <tr class="row"> <th class="entry colsep-1 rowsep-1" id="add-pipeline-sourcing-request__table_xms_qbk_wfc__entry__1">To</th> <th class="entry colsep-1 rowsep-1" id="add-pipeline-sourcing-request__table_xms_qbk_wfc__entry__2">Do this</th> </tr> </thead><tbody class="tbody"> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="add-pipeline-sourcing-request__table_xms_qbk_wfc__entry__1">Add the sourcing request to an existing pipeline project.</td> <td class="entry colsep-1 rowsep-1" headers="add-pipeline-sourcing-request__table_xms_qbk_wfc__entry__2"> <p class="p"><img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/../image/pipeline-existing-sourcing.png?_LANG=enus" class="image" id="add-pipeline-sourcing-request__image_vlg_rnk_wfc" alt="Add SR to existing pipeline project."/></p> <ul class="ul" id="add-pipeline-sourcing-request__ul_lg1_tbk_wfc"> <li class="li">Select <span class="ph uicontrol">Add to an existing pipeline project</span>.</li> <li class="li">From the <span class="ph uicontrol">Pipeline project</span> list, search for and select a project.<div class="note note note_note"><span class="note__title">Note:</span> The list displays only those pipeline projects that are in either the Draft or Planned state and that share the same spend category as the sourcing request.</div></li> </ul> </td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="add-pipeline-sourcing-request__table_xms_qbk_wfc__entry__1">Add the sourcing request to a new pipeline project.</td> <td class="entry colsep-1 rowsep-1" headers="add-pipeline-sourcing-request__table_xms_qbk_wfc__entry__2"> <p class="p"><img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/../image/pipeline-new-sourcing.png?_LANG=enus" class="image" id="add-pipeline-sourcing-request__image_rnw_snk_wfc" alt="Add SR to new pipeline project."/></p> <ul class="ul" id="add-pipeline-sourcing-request__ul_s3k_mck_wfc"> <li class="li">Select <span class="ph uicontrol">Add to a new pipeline project</span>.</li> <li class="li">In the <span class="ph uicontrol">Short description</span> field, enter a brief summary of the pipeline project.</li> <li class="li">In the <span class="ph uicontrol">Description</span> field, enter detailed project information.</li> <li class="li">From the <span class="ph uicontrol">Project type</span> list, select one of the following options:<ul class="ul" id="add-pipeline-sourcing-request__ul_vpt_4ck_wfc"> <li class="li">Supplier Optimization</li> <li class="li">Contract Optimization</li> <li class="li">Savings Potential</li> <li class="li">Spend Optimization</li> <li class="li">Risk Reduction</li> </ul></li> <li class="li">In the <span class="ph uicontrol">Estimated Start Date</span> field, enter the target start date for the pipeline project.</li> <li class="li">In the <span class="ph uicontrol">Spend Category</span> field, select the spend category that matches that of the sourcing request.</li> </ul> </td> </tr> </tbody></table></div> </div> </li><li class="li step stepexpand"> <span class="ph cmd">Select <span class="ph uicontrol">Add</span>.</span> <div class="itemgroup stepresult">The sourcing request is associated with either an existing or a new pipeline project. It is displayed in the <span class="ph uicontrol">Sourcing Requests</span> tab of the pipeline project.</div> </li></ol></section> </div> <nav role="navigation"></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Sourcing and Procurement Operations", "topic_id": "product/sourcing-procurement-operations/concept/psm-overview.html" }, { "title": "Using Sourcing and Procurement Operations", "topic_id": "product/sourcing-procurement-operations/concept/using-spo.html" }, { "title": "Using Sourcing Pipeline Management", "topic_id": "product/sourcing-procurement-operations/concept/use-pipeline-sourcing-mgmt.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations\">Zurich Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/finance-supply-chain-landing.html\">Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/psm-overview.html\">Sourcing and Procurement Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/using-spo.html\">Using Sourcing and Procurement Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/use-pipeline-sourcing-mgmt.html\">Using Sourcing Pipeline Management</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">Add a pipeline project to a sourcing request</span>", "bundle_id": "zurich-source-to-pay-operations", "bundle_key": 2735, "bundle_landing_page": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html", "bundle_subtitle": null, "bundle_title": "Zurich Finance and Supply Chain", "canonical_link": null, "dates": { "Added on": "2025-08-05T13:11:54.216332Z", "Created on": "2025-07-03T00:00:00Z", "Initial upload": "2025-07-30T22:25:52.095402Z", "Updated on": "2025-07-31T00:00:00Z" }, "dislike_url": "https://servicenow-be-prod.servicenow.com/dislike/55688579", "dislikes": 0, "es_archived_content": false, "is_in_fav": false, "is_liked": null, "is_watched": false, "keywords": [ " zurich 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null, "order": null, "page-type": null, "page-type ": null, "prodname": null, "product": null, "product_name": null, "release": null, "resourceID": null, "roles": null, "route_page": null, "route_params_listId": null, "route_params_table": null, "route_params_type": null, "route_type": null, "setconfigurationproperties": null, "topic": null, "translation-type": "source", "version": null, "workflow": "Creator", "workplace-srvc-delvry-ditamap": null }, "page_id": "product/sourcing-procurement-operations/task/add-pipeline-sourcing-request.html", "page_key": 55688579, "preprocessed_PDF": "https://downloads.docs.servicenow.com/pdf/enus/servicenow-yokohama-source-to-pay-operations-enus.pdf", "rating": null, "read_time_data": { "char_count": 1855, "img_count": 4, "read_time": 2, "video_links": [ "" ], "word_count": 296 }, "related_links": [], "search_title": null, "title": "Add a pipeline project to a sourcing request", "topic_cluster": { "clustered_by": { "enabled": true, "primary_key": "versions", "primary_sort": "top-down", "type": "subjecthead" }, "clustered_labels": [ "versions" ], "clustered_topics": [], "clustering_title": "Zurich" }, "topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/task/add-pipeline-sourcing-request.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/task/add-pipeline-sourcing-request.html\"><body id=\"add-pipeline-sourcing-request\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"add-pipeline-sourcing-request\" aria-labelledby=\"title_add-pipeline-sourcing-request\">\n <h1 class=\"title topictitle1\" id=\"title_add-pipeline-sourcing-request\">Add a pipeline project to a sourcing request</h1>\n \n \n <div class=\"body taskbody\"><p class=\"shortdesc\">Add a pipeline project to a sourcing request to link project details, reduce manual data entry, and track sourcing progress against project timelines.</p>\n <section class=\"section prereq\" id=\"add-pipeline-sourcing-request__task-prereq\"><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">Before you begin</p></div>\n <p class=\"p\">Role required: sn_shop.procurement_specialist or admin</p>\n </section>\n <section class=\"section context\" id=\"add-pipeline-sourcing-request__context_hgx_yyj_wfc\"><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">About this task</p></div>\n <p class=\"p\">You can add pipeline projects to sourcing requests that are in either the Pending Review or Pending Approval state.</p>\n </section>\n <section><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">Procedure</p></div><ol class=\"ol steps\"><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Navigate to <span class=\"ph menucascade\"><span class=\"ph uicontrol\">Source-to-Pay Workspace</span></span>.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select the list icon (<img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/../../supplier-lifecycle-operations/image/cases-list-icon.png?_LANG=enus\" class=\"image icon\" id=\"add-pipeline-sourcing-request__image_skw_zqh_wtb\" height=\"20\" alt=\"List icon.\"/>) and do one of the following:</span>\n <div class=\"itemgroup info\">\n <ul class=\"ul\" id=\"add-pipeline-sourcing-request__ul_dwq_tzd_wfc\">\n <li class=\"li\">Navigate to <span class=\"ph menucascade\"><span class=\"ph uicontrol\">Lists</span><abbr> > </abbr><span class=\"ph uicontrol\">My work</span><abbr> > </abbr><span class=\"ph uicontrol\">Sourcing requests</span></span>.</li>\n <li class=\"li\">Navigate to <span class=\"ph menucascade\"><span class=\"ph uicontrol\">Lists</span><abbr> > </abbr><span class=\"ph uicontrol\">All work</span><abbr> > </abbr><span class=\"ph uicontrol\">Sourcing requests</span></span>.</li>\n </ul>\n </div>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select the link to the sourcing request under the Number column.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select <span class=\"ph uicontrol\">Add to pipeline project</span>.</span>\n <div class=\"itemgroup info\"><img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/../image/pipeline-add-option.png?_LANG=enus\" class=\"image\" id=\"add-pipeline-sourcing-request__image_gq4_4nk_wfc\" alt=\"Add to pipeline project option.\"/></div>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">In the Add to pipeline project dialog box, do one of the following:</span>\n <div class=\"itemgroup info\">\n <div class=\"table-wrap\"><table count-columns=\"2\" class=\"table frame-all\" id=\"add-pipeline-sourcing-request__table_xms_qbk_wfc\"><caption></caption><colgroup><col/><col/></colgroup><thead class=\"thead\">\n <tr class=\"row\">\n <th class=\"entry colsep-1 rowsep-1\" id=\"add-pipeline-sourcing-request__table_xms_qbk_wfc__entry__1\">To</th>\n <th class=\"entry colsep-1 rowsep-1\" id=\"add-pipeline-sourcing-request__table_xms_qbk_wfc__entry__2\">Do this</th>\n </tr>\n </thead><tbody class=\"tbody\">\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"add-pipeline-sourcing-request__table_xms_qbk_wfc__entry__1\">Add the sourcing request to an existing pipeline project.</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"add-pipeline-sourcing-request__table_xms_qbk_wfc__entry__2\">\n <p class=\"p\"><img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/../image/pipeline-existing-sourcing.png?_LANG=enus\" class=\"image\" id=\"add-pipeline-sourcing-request__image_vlg_rnk_wfc\" alt=\"Add SR to existing pipeline project.\"/></p>\n <ul class=\"ul\" id=\"add-pipeline-sourcing-request__ul_lg1_tbk_wfc\">\n <li class=\"li\">Select <span class=\"ph uicontrol\">Add to an existing pipeline project</span>.</li>\n <li class=\"li\">From the <span class=\"ph uicontrol\">Pipeline project</span> list, search for and select a project.<div class=\"note note note_note\"><span class=\"note__title\">Note:</span> The list displays only those pipeline projects that are in either the Draft or Planned state and\n that share the same spend category as the sourcing request.</div></li>\n </ul>\n </td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"add-pipeline-sourcing-request__table_xms_qbk_wfc__entry__1\">Add the sourcing request to a new pipeline project.</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"add-pipeline-sourcing-request__table_xms_qbk_wfc__entry__2\">\n <p class=\"p\"><img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/../image/pipeline-new-sourcing.png?_LANG=enus\" class=\"image\" id=\"add-pipeline-sourcing-request__image_rnw_snk_wfc\" alt=\"Add SR to new pipeline project.\"/></p>\n <ul class=\"ul\" id=\"add-pipeline-sourcing-request__ul_s3k_mck_wfc\">\n <li class=\"li\">Select <span class=\"ph uicontrol\">Add to a new pipeline project</span>.</li>\n <li class=\"li\">In the <span class=\"ph uicontrol\">Short description</span> field, enter a brief summary of the pipeline project.</li>\n <li class=\"li\">In the <span class=\"ph uicontrol\">Description</span> field, enter detailed project information.</li>\n <li class=\"li\">From the <span class=\"ph uicontrol\">Project type</span> list, select one of the following options:<ul class=\"ul\" id=\"add-pipeline-sourcing-request__ul_vpt_4ck_wfc\">\n <li class=\"li\">Supplier Optimization</li>\n <li class=\"li\">Contract Optimization</li>\n <li class=\"li\">Savings Potential</li>\n <li class=\"li\">Spend Optimization</li>\n <li class=\"li\">Risk Reduction</li>\n </ul></li>\n <li class=\"li\">In the <span class=\"ph uicontrol\">Estimated Start Date</span> field, enter the target start date for the pipeline project.</li>\n <li class=\"li\">In the <span class=\"ph uicontrol\">Spend Category</span> field, select the spend category that matches that of the sourcing request.</li>\n </ul>\n </td>\n </tr>\n </tbody></table></div>\n </div>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select <span class=\"ph uicontrol\">Add</span>.</span>\n <div class=\"itemgroup stepresult\">The sourcing request is associated with either an existing or a new pipeline project. It is displayed in the <span class=\"ph uicontrol\">Sourcing Requests</span> tab of the pipeline project.</div>\n </li></ol></section>\n </div>\n<nav role=\"navigation\"></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Add a pipeline project to a sourcing request Add a pipeline project to a sourcing request to link project details, reduce manual data entry, and track sourcing progress against project timelines. ## Before you begin Role required: sn\_shop.procurement\_specialist or admin ## About this task You can add pipeline projects to sourcing requests that are in either the Pending Review or Pending Approval state. ## Procedure 1. Navigate to Source-to-Pay Workspace. 2. Select the list icon () and do one of the following: * Navigate to Lists > My work > Sourcing requests. * Navigate to Lists > All work > Sourcing requests. 3. Select the link to the sourcing request under the Number column. 4. Select Add to pipeline project. 5. In the Add to pipeline project dialog box, do one of the following: \| To \| Do this \| \| --- \| --- \| \| Add the sourcing request to an existing pipeline project. \| * Select Add to an existing pipeline project. * From the Pipeline project list, search for and select a project.Note: The list displays only those pipeline projects that are in either the Draft or Planned state and that share the same spend category as the sourcing request. \| \| Add the sourcing request to a new pipeline project. \| * Select Add to a new pipeline project. * In the Short description field, enter a brief summary of the pipeline project. * In the Description field, enter detailed project information. * From the Project type list, select one of the following options: + Supplier Optimization + Contract Optimization + Savings Potential + Spend Optimization + Risk Reduction * In the Estimated Start Date field, enter the target start date for the pipeline project. * In the Spend Category field, select the spend category that matches that of the sourcing request. \| 6. Select Add. The sourcing request is associated with either an existing or a new pipeline project. It is displayed in the Sourcing Requests tab of the pipeline project.	--- title: Add a pipeline project to a sourcing request description: Add a pipeline project to a sourcing request to link project details, reduce manual data entry, and track sourcing progress against project timelines. keywords: [] breadcrumbs: - Finance and Supply Chain - Sourcing and Procurement Operations - Using Sourcing and Procurement Operations - Using Sourcing Pipeline Management --- # Add a pipeline project to a sourcing request Add a pipeline project to a sourcing request to link project details, reduce manual data entry, and track sourcing progress against project timelines. ## Before you begin Role required: sn\_shop.procurement\_specialist or admin ## About this task You can add pipeline projects to sourcing requests that are in either the Pending Review or Pending Approval state. ## Procedure 1. Navigate to Source-to-Pay Workspace. 2. Select the list icon () and do one of the following: * Navigate to Lists > My work > Sourcing requests. * Navigate to Lists > All work > Sourcing requests. 3. Select the link to the sourcing request under the Number column. 4. Select Add to pipeline project. 5. In the Add to pipeline project dialog box, do one of the following: \| To \| Do this \| \| --- \| --- \| \| Add the sourcing request to an existing pipeline project. \| * Select Add to an existing pipeline project. * From the Pipeline project list, search for and select a project.Note: The list displays only those pipeline projects that are in either the Draft or Planned state and that share the same spend category as the sourcing request. \| \| Add the sourcing request to a new pipeline project. \| * Select Add to a new pipeline project. * In the Short description field, enter a brief summary of the pipeline project. * In the Description field, enter detailed project information. * From the Project type list, select one of the following options: + Supplier Optimization + Contract Optimization + Savings Potential + Spend Optimization + Risk Reduction * In the Estimated Start Date field, enter the target start date for the pipeline project. * In the Spend Category field, select the spend category that matches that of the sourcing request. \| 6. Select Add. The sourcing request is associated with either an existing or a new pipeline project. It is displayed in the Sourcing Requests tab of the pipeline project.
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/add-products-to-shopping-cart.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/add-products-to-shopping-cart.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/sourcing-procurement-operations/task/add-products-to-shopping-cart.html	zurich	Add products to your shopping cart	Use your shopping cart to add multiple products that you have shortlisted and want to purchase when you are done shopping on Shopping Hub.	[]	[ "Finance and Supply Chain", "Sourcing and Procurement Operations", "Using Sourcing and Procurement Operations", "Using Shopping Hub", "Shopping cart" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/task/add-products-to-shopping-cart.html" id="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/task/add-products-to-shopping-cart.html"><body id="add-products-to-shopping-cart"><main role="main"><article role="article" class="dita" id="add-products-to-shopping-cart" aria-labelledby="title_add-products-to-shopping-cart"> <h1 class="title topictitle1" id="title_add-products-to-shopping-cart">Add products to your shopping cart</h1> <div class="body taskbody"><p class="shortdesc">Use your shopping cart to add multiple products that you have shortlisted and want to purchase when you are done shopping on <span class="ph">Shopping Hub</span>.</p> <section class="section prereq" id="add-products-to-shopping-cart__prereq_zpw_1vd_jmb"><div class="tasklabel"><p class="sectiontitle tasklabel">Before you begin</p></div> <p class="p">Role required: sn_shop.shopper</p> </section> <section><div class="tasklabel"><p class="sectiontitle tasklabel">Procedure</p></div><ol class="ol steps"><li class="li step stepexpand"> <span class="ph cmd">Navigate to <span class="ph menucascade"><span class="ph uicontrol">All</span><abbr> > </abbr><span class="ph uicontrol">ShoppingHub</span><abbr> > </abbr><span class="ph uicontrol">ShoppingHub Home</span></span>.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Browse for the required goods or services from the <span class="ph uicontrol">Categories</span> or the <span class="ph uicontrol">Suppliers</span> list on the <span class="ph">Shopping Hub</span> homepage.</span> <div class="itemgroup info"> <p class="p">When placing an order for services, you can enter quantities with up to four decimal places. For more information, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/task/order-a-product.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/order-a-product.html" class="xref" title="Order a product or service that you want to purchase from the product catalog available on Shopping Hub Home.">Order a product</a></p> </div> </li><li class="li step stepexpand"> <span class="ph cmd">Select <span class="ph uicontrol">Add to cart</span>.</span> <div class="itemgroup info"> <div class="p"> <figure class="fig fignone" id="add-products-to-shopping-cart__fig_vq5_dff_2fc"> <img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/../image/spo-add-to-cart-shoppinghub.png?_LANG=enus" class="image" id="add-products-to-shopping-cart__image_vcm_gff_2fc" alt="Adding a product or service to the shopping cart."/> </figure> </div> </div> </li></ol></section> <section class="section postreq" id="add-products-to-shopping-cart__postreq_vzj_pdv_blb"><div class="tasklabel"><p class="sectiontitle tasklabel">What to do next</p></div> <p class="p">When you are done adding products to your cart, you can review your shopping cart and proceed to final checkout. For more information, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/task/review-shopping-cart.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/review-shopping-cart.html" class="xref" title="When you are done with your shopping, review your shopping cart to ensure that you have the right products from the right suppliers in the right quantities in your cart.">Review your shopping cart</a>.</p> </section> </div> <nav role="navigation"></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { 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href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/psm-overview.html\">Sourcing and Procurement Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/using-spo.html\">Using Sourcing and Procurement Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/use-shoppinghub-portal.html\">Using Shopping Hub</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/shopping-cart.html\">Shopping cart</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">Add products to your shopping cart</span>", "bundle_id": "zurich-source-to-pay-operations", "bundle_key": 2735, "bundle_landing_page": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html", "bundle_subtitle": null, "bundle_title": "Zurich Finance and Supply Chain", "canonical_link": null, "dates": { "Added on": "2025-08-05T13:11:54.216332Z", "Created on": "2023-08-03T00:00:00Z", "Initial upload": "2025-07-30T22:25:52.095402Z", "Updated on": "2025-07-31T00:00:00Z" }, "dislike_url": "https://servicenow-be-prod.servicenow.com/dislike/55688580", "dislikes": 0, "es_archived_content": false, "is_in_fav": false, "is_liked": null, "is_watched": false, "keywords": [ " zurich zurich" ], "labels": [ { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "zurich", "navtitle": "Zurich", "outputclasses": [], "subjectHeadId": "versions", "subjectheadNavtitle": "Versions", "visibility": "show-facet" }, { "aliases": 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"product/sourcing-procurement-operations/task/add-products-to-shopping-cart.html" }, { "bundle_id": "xanadu-source-to-pay-operations", "clustering_title": "Xanadu", "es_archived_content": false, "page_id": "product/sourcing-procurement-operations/task/add-products-to-shopping-cart.html" }, { "bundle_id": "washingtondc-source-to-pay-operations", "clustering_title": "Washington DC", "es_archived_content": false, "page_id": "product/sourcing-procurement-operations/task/add-products-to-shopping-cart.html" }, { "bundle_id": "vancouver-source-to-pay-operations", "clustering_title": "Vancouver", "es_archived_content": false, "page_id": "product/sourcing-procurement-operations/task/add-products-to-shopping-cart.html" } ], "clustering_title": "Zurich" }, "topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/task/add-products-to-shopping-cart.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/task/add-products-to-shopping-cart.html\"><body id=\"add-products-to-shopping-cart\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"add-products-to-shopping-cart\" aria-labelledby=\"title_add-products-to-shopping-cart\">\n <h1 class=\"title topictitle1\" id=\"title_add-products-to-shopping-cart\">Add products to your shopping cart</h1>\n \n \n <div class=\"body taskbody\"><p class=\"shortdesc\">Use your shopping cart to add multiple products that you have shortlisted and want to purchase when you are done shopping on <span class=\"ph\">Shopping Hub</span>.</p>\n <section class=\"section prereq\" id=\"add-products-to-shopping-cart__prereq_zpw_1vd_jmb\"><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">Before you begin</p></div>\n <p class=\"p\">Role required: sn_shop.shopper</p>\n </section>\n <section><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">Procedure</p></div><ol class=\"ol steps\"><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Navigate to <span class=\"ph menucascade\"><span class=\"ph uicontrol\">All</span><abbr> > </abbr><span class=\"ph uicontrol\">ShoppingHub</span><abbr> > </abbr><span class=\"ph uicontrol\">ShoppingHub Home</span></span>.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Browse for the required goods or services from the <span class=\"ph uicontrol\">Categories</span> or the <span class=\"ph uicontrol\">Suppliers</span> list on the <span class=\"ph\">Shopping Hub</span> homepage.</span>\n <div class=\"itemgroup info\">\n <p class=\"p\">When placing an order for services, you can enter quantities with up to four decimal places. For more information, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/task/order-a-product.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/order-a-product.html\" class=\"xref\" title=\"Order a product or service that you want to purchase from the product catalog available on Shopping Hub Home.\">Order a product</a></p>\n </div>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select <span class=\"ph uicontrol\">Add to cart</span>.</span>\n <div class=\"itemgroup info\">\n <div class=\"p\">\n <figure class=\"fig fignone\" id=\"add-products-to-shopping-cart__fig_vq5_dff_2fc\">\n <img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/../image/spo-add-to-cart-shoppinghub.png?_LANG=enus\" class=\"image\" id=\"add-products-to-shopping-cart__image_vcm_gff_2fc\" alt=\"Adding a product or service to the shopping cart.\"/>\n </figure>\n </div>\n </div>\n </li></ol></section>\n <section class=\"section postreq\" id=\"add-products-to-shopping-cart__postreq_vzj_pdv_blb\"><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">What to do next</p></div>\n <p class=\"p\">When you are done adding products to your cart, you can review your shopping cart and\n proceed to final checkout. For more information, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/task/review-shopping-cart.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/review-shopping-cart.html\" class=\"xref\" title=\"When you are done with your shopping, review your shopping cart to ensure that you have the right products from the right suppliers in the right quantities in your cart.\">Review your shopping cart</a>.</p>\n </section>\n </div>\n<nav role=\"navigation\"></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Add products to your shopping cart Use your shopping cart to add multiple products that you have shortlisted and want to purchase when you are done shopping on Shopping Hub. ## Before you begin Role required: sn\_shop.shopper ## Procedure 1. Navigate to All > ShoppingHub > ShoppingHub Home. 2. Browse for the required goods or services from the Categories or the Suppliers list on the Shopping Hub homepage. When placing an order for services, you can enter quantities with up to four decimal places. For more information, see Order a product 3. Select Add to cart. ### What to do next When you are done adding products to your cart, you can review your shopping cart and proceed to final checkout. For more information, see Review your shopping cart.	--- title: Add products to your shopping cart description: Use your shopping cart to add multiple products that you have shortlisted and want to purchase when you are done shopping on Shopping Hub. keywords: [] breadcrumbs: - Finance and Supply Chain - Sourcing and Procurement Operations - Using Sourcing and Procurement Operations - Using Shopping Hub - Shopping cart --- # Add products to your shopping cart Use your shopping cart to add multiple products that you have shortlisted and want to purchase when you are done shopping on Shopping Hub. ## Before you begin Role required: sn\_shop.shopper ## Procedure 1. Navigate to All > ShoppingHub > ShoppingHub Home. 2. Browse for the required goods or services from the Categories or the Suppliers list on the Shopping Hub homepage. When placing an order for services, you can enter quantities with up to four decimal places. For more information, see Order a product 3. Select Add to cart. ### What to do next When you are done adding products to your cart, you can review your shopping cart and proceed to final checkout. For more information, see Review your shopping cart.
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/close-pipeline-project.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/close-pipeline-project.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/sourcing-procurement-operations/task/close-pipeline-project.html	zurich	Close a pipeline project	As a sourcing manager, you can close the pipeline project when all the activities related to the sourcing pipeline project have been completed.	[]	[ "Finance and Supply Chain", "Sourcing and Procurement Operations", "Using Sourcing and Procurement Operations", "Using Sourcing Pipeline Management" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/task/close-pipeline-project.html" id="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/task/close-pipeline-project.html"><body id="close-pipeline-project"><main role="main"><article role="article" class="dita" id="close-pipeline-project" aria-labelledby="title_close-pipeline-project"> <h1 class="title topictitle1" id="title_close-pipeline-project">Close a pipeline project</h1> <div class="body taskbody"><p class="shortdesc">As a sourcing manager, you can close the pipeline project when all the activities related to the sourcing pipeline project have been completed.</p> <section class="section prereq" id="close-pipeline-project__prereq_bql_k5f_zfc"><div class="tasklabel"><p class="sectiontitle tasklabel">Before you begin</p></div> <p class="p">Ensure that you’ve qualified all the relevant suppliers, and have received all the bids and responses from them, before you begin the awarding process. At this point, the sourcing event that you plan to work on, and all its associated negotiations, sourcing requests, and purchase lines must be in the Requires Decision state.</p> <p class="p">Role required: sn_shop.procurement_specialist</p> </section> <section id="close-pipeline-project__steps_cql_k5f_zfc"><div class="tasklabel"><p class="sectiontitle tasklabel">Procedure</p></div><ol class="ol steps" id="close-pipeline-project__steps_cql_k5f_zfc"><li class="li step stepexpand"> <span class="ph cmd">Navigate to <span class="ph menucascade"><span class="ph uicontrol">Source-to-Pay Workspace</span></span>.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Select the list icon (<img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/../../supplier-lifecycle-operations/image/cases-list-icon.png?_LANG=enus" class="image icon" id="close-pipeline-project__image_gkc_x5f_zfc" alt="List icon."/>) and do one of the following:</span> <div class="itemgroup info"> <ul class="ul" id="close-pipeline-project__ul_dwq_tzd_wfc"> <li class="li">Navigate to <span class="ph menucascade"><span class="ph uicontrol">Lists</span><abbr> > </abbr><span class="ph uicontrol">My work</span><abbr> > </abbr><span class="ph uicontrol">Pipeline projects</span></span>.</li> <li class="li">Navigate to <span class="ph menucascade"><span class="ph uicontrol">Lists</span><abbr> > </abbr><span class="ph uicontrol">All work</span><abbr> > </abbr><span class="ph uicontrol">Pipeline projects</span></span>.</li> </ul> </div> </li><li class="li step stepexpand"> <span class="ph cmd">Open the pipeline project that is in Work in progress state.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Select <span class="ph uicontrol">Close</span>.</span> <div class="itemgroup info"><p class="p">The system checks that all related objects, such as sourcing requests and sourcing events, are closed. If any of the related objects are open, an error message prompts you to close them.</p>The Close pipeline project dialog box is displayed.<p class="p"><img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/../image/pipeline-close.png?_LANG=enus" class="image" id="close-pipeline-project__image_vvq_1wf_zfc" alt="Close pipeline project."/></p><p class="p">The <span class="ph uicontrol">Hard savings</span> field is auto-populated and displays the cumulative savings from all sourcing events associated with the pipeline project. This value is calculated by summing the Negotiated savings from all closed purchase requisition lines (PRLs) within the sourcing events.</p><p class="p">You can edit the <span class="ph uicontrol">Hard savings</span> field if you’d like. If you edit the <span class="ph uicontrol">Hard savings</span> field, a warning message appears indicating that the entered value differs from the cumulative negotiated savings on PRLs. This warning is shown only if there are negotiated savings on any PRL.</p></div> </li><li class="li step stepexpand"> <span class="ph cmd">Enter the project's financial data in the <span class="ph uicontrol">Estimated spend</span>, <span class="ph uicontrol">Hard savings</span>, <span class="ph uicontrol">Targeted savings</span>, <span class="ph uicontrol">Cost avoidance</span>, <span class="ph uicontrol">Final spend</span>, <span class="ph uicontrol">Other savings</span>, and <span class="ph uicontrol">Lost savings</span> fields.</span> </li><li class="li step stepexpand"> <span class="ph cmd">In the <span class="ph uicontrol">Closing notes</span> field, enter a brief summary of the pipeline project that provides context for future reference, auditing, or reporting.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Select <span class="ph uicontrol">Close</span>.</span> <div class="itemgroup stepresult">The pipeline project moves to the Closed Complete state.</div> </li></ol></section> </div> <nav role="navigation"></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Sourcing and Procurement Operations", "topic_id": "product/sourcing-procurement-operations/concept/psm-overview.html" }, { "title": "Using Sourcing and Procurement Operations", "topic_id": "product/sourcing-procurement-operations/concept/using-spo.html" }, { "title": "Using Sourcing Pipeline Management", "topic_id": "product/sourcing-procurement-operations/concept/use-pipeline-sourcing-mgmt.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations\">Zurich Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/finance-supply-chain-landing.html\">Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/psm-overview.html\">Sourcing and Procurement Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/using-spo.html\">Using Sourcing and Procurement Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/use-pipeline-sourcing-mgmt.html\">Using Sourcing Pipeline Management</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">Close a pipeline project</span>", "bundle_id": "zurich-source-to-pay-operations", "bundle_key": 2735, "bundle_landing_page": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html", "bundle_subtitle": null, "bundle_title": "Zurich Finance and Supply Chain", "canonical_link": null, "dates": { "Added on": "2025-08-05T13:11:54.216332Z", "Created on": "2025-07-14T00:00:00Z", "Initial upload": "2025-07-30T22:25:52.095402Z", "Updated on": "2025-07-31T00:00:00Z" }, "dislike_url": "https://servicenow-be-prod.servicenow.com/dislike/55688597", "dislikes": 0, "es_archived_content": false, "is_in_fav": false, "is_liked": null, "is_watched": false, "keywords": [ " zurich zurich" ], "labels": [ { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "zurich", "navtitle": "Zurich", "outputclasses": [], "subjectHeadId": "versions", "subjectheadNavtitle": "Versions", "visibility": "show-facet" }, { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "spoo", "navtitle": "Sourcing and Procurement Operations", "outputclasses": [], "subjectHeadId": "products", "subjectheadNavtitle": "Products", "visibility": "show-facet" } ], "labels_text": "Versions > Zurich; Products > Finance and Supply Chain > Sourcing and Procurement Operations", "like_url": "https://servicenow-be-prod.servicenow.com/like/55688597", "likes": 0, "metadata": { "AI Search": null, "AI Search Assist": null, "Application Insights": null, "Capabilities": null, "Code Signing": null, "Contextual Search": null, "DC.contributor": null, "DC.coverage": null, "DC.creator": "ServiceNow", "DC.date.created": "2025-07-14T18:10:43+05:30", "DC.date.modified": "2025-07-31", "DC.format": "HTML5", "DC.identifier": "close-pipeline-project", "DC.language": null, "DC.relation": "../../../product/sourcing-procurement-operations/concept/use-pipeline-sourcing-mgmt.html", "DC.rights.owner": "(C) Copyright 2025", "DC.subject": null, "DC.type": "task", "Data Discovery": null, "Data Policy": null, "Data Privacy": null, "Discovery": null, "External Content for AI Search": null, "Field Administration": null, "Field Normalization": null, "Key Management Framework": null, "Localization Framework": null, "Now Platform": null, "PlatSec": null, "Platform": null, "Platform Administration": null, "Platform Performance": null, "Platform Privacy": null, "Proactive Triggers": null, "Process Optimization": null, "RN doc editing record number": null, "Search Administration": null, "Secrets Management": null, "ServiceNow AI Platform": null, "State Model": null, "Subscription Management": null, "Task Communications Management": null, "Timeline Visualizations": null, "User Administration": null, "User Experience Analytics": null, "Zing": null, "ai-now-assist": null, "app-name": null, "app_route": null, "azureapimanagemen": null, "change-completed": null, "change-item": null, "change-request-id": null, "change-request-reference": null, "com.glide.embedded_help.category": null, "component": null, "copyright": "(C) Copyright 2025", "crossroads": null, "data": null, "description": "As a sourcing manager, you can close the pipeline project when all the activities related to the sourcing pipeline project have been completed.", "dominant_bundle": null, "erp-canvas-video": null, "fsm-mobile": null, "fsm-route": null, "fsm-sched-opt": null, "fsm-wrk-order": null, "genai-round-7": null, "generator": "DITA-OT", "glossPartOfSpeech": null, "glossStatus": null, "guided setup": null, "guided tours": null, "keywords": null, "min-toc": null, "mini": null, "mini-to truec": null, "mini-toc": null, "mini_toc": null, "minitoc": null, "modification": null, "now-assist-app-gen-video": null, "order": null, "page-type": null, "page-type ": null, "prodname": null, "product": null, "product_name": null, "release": null, "resourceID": null, "roles": null, "route_page": null, "route_params_listId": null, "route_params_table": null, "route_params_type": null, "route_type": null, "setconfigurationproperties": null, "topic": null, "translation-type": "source", "version": null, "workflow": "Creator", "workplace-srvc-delvry-ditamap": null }, "page_id": "product/sourcing-procurement-operations/task/close-pipeline-project.html", "page_key": 55688597, "preprocessed_PDF": "https://downloads.docs.servicenow.com/pdf/enus/servicenow-yokohama-source-to-pay-operations-enus.pdf", "rating": null, "read_time_data": { "char_count": 2036, "img_count": 2, "read_time": 2, "video_links": [ "" ], "word_count": 324 }, "related_links": [], "search_title": null, "title": "Close a pipeline project", "topic_cluster": { "clustered_by": { "enabled": true, "primary_key": "versions", "primary_sort": "top-down", "type": "subjecthead" }, "clustered_labels": [ "versions" ], "clustered_topics": [], "clustering_title": "Zurich" }, "topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/task/close-pipeline-project.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/task/close-pipeline-project.html\"><body id=\"close-pipeline-project\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"close-pipeline-project\" aria-labelledby=\"title_close-pipeline-project\">\n <h1 class=\"title topictitle1\" id=\"title_close-pipeline-project\">Close a pipeline project</h1>\n \n \n <div class=\"body taskbody\"><p class=\"shortdesc\">As a sourcing manager, you can close the pipeline project when all the activities related to the sourcing pipeline project have been completed.</p>\n <section class=\"section prereq\" id=\"close-pipeline-project__prereq_bql_k5f_zfc\"><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">Before you begin</p></div>\n <p class=\"p\">Ensure that you’ve qualified all the relevant suppliers, and have received all the bids and responses from them, before you begin the awarding process. At this point, the sourcing event that you plan to work on, and all its\n associated negotiations, sourcing requests, and purchase lines must be in the Requires Decision state.</p>\n <p class=\"p\">Role required: sn_shop.procurement_specialist</p>\n </section>\n <section id=\"close-pipeline-project__steps_cql_k5f_zfc\"><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">Procedure</p></div><ol class=\"ol steps\" id=\"close-pipeline-project__steps_cql_k5f_zfc\"><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Navigate to <span class=\"ph menucascade\"><span class=\"ph uicontrol\">Source-to-Pay Workspace</span></span>.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select the list icon (<img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/../../supplier-lifecycle-operations/image/cases-list-icon.png?_LANG=enus\" class=\"image icon\" id=\"close-pipeline-project__image_gkc_x5f_zfc\" alt=\"List icon.\"/>) and do one of the following:</span>\n <div class=\"itemgroup info\">\n <ul class=\"ul\" id=\"close-pipeline-project__ul_dwq_tzd_wfc\">\n <li class=\"li\">Navigate to <span class=\"ph menucascade\"><span class=\"ph uicontrol\">Lists</span><abbr> > </abbr><span class=\"ph uicontrol\">My work</span><abbr> > </abbr><span class=\"ph uicontrol\">Pipeline projects</span></span>.</li>\n <li class=\"li\">Navigate to <span class=\"ph menucascade\"><span class=\"ph uicontrol\">Lists</span><abbr> > </abbr><span class=\"ph uicontrol\">All work</span><abbr> > </abbr><span class=\"ph uicontrol\">Pipeline projects</span></span>.</li>\n </ul>\n </div>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Open the pipeline project that is in Work in progress state.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select <span class=\"ph uicontrol\">Close</span>.</span>\n <div class=\"itemgroup info\"><p class=\"p\">The system checks that all related objects, such as sourcing requests and sourcing events, are closed. If any of the related objects are open, an error message prompts you to close them.</p>The Close pipeline project dialog\n box is displayed.<p class=\"p\"><img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/../image/pipeline-close.png?_LANG=enus\" class=\"image\" id=\"close-pipeline-project__image_vvq_1wf_zfc\" alt=\"Close pipeline project.\"/></p><p class=\"p\">The <span class=\"ph uicontrol\">Hard savings</span> field is auto-populated and displays the cumulative savings from all sourcing events associated with the pipeline project. This value is calculated by summing the Negotiated\n savings from all closed purchase requisition lines (PRLs) within the sourcing events.</p><p class=\"p\">You can edit the <span class=\"ph uicontrol\">Hard savings</span> field if you’d like. If you edit the <span class=\"ph uicontrol\">Hard savings</span> field, a\n warning message appears indicating that the entered value differs from the cumulative negotiated savings on PRLs. This warning is shown only if there are negotiated savings on any PRL.</p></div>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Enter the project's financial data in the <span class=\"ph uicontrol\">Estimated spend</span>, <span class=\"ph uicontrol\">Hard savings</span>, <span class=\"ph uicontrol\">Targeted savings</span>, <span class=\"ph uicontrol\">Cost avoidance</span>, <span class=\"ph uicontrol\">Final\n spend</span>, <span class=\"ph uicontrol\">Other savings</span>, and <span class=\"ph uicontrol\">Lost savings</span> fields.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">In the <span class=\"ph uicontrol\">Closing notes</span> field, enter a brief summary of the pipeline project that provides context for future reference, auditing, or reporting.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select <span class=\"ph uicontrol\">Close</span>.</span>\n <div class=\"itemgroup stepresult\">The pipeline project moves to the Closed Complete state.</div>\n </li></ol></section>\n </div>\n<nav role=\"navigation\"></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Close a pipeline project As a sourcing manager, you can close the pipeline project when all the activities related to the sourcing pipeline project have been completed. ## Before you begin Ensure that you’ve qualified all the relevant suppliers, and have received all the bids and responses from them, before you begin the awarding process. At this point, the sourcing event that you plan to work on, and all its associated negotiations, sourcing requests, and purchase lines must be in the Requires Decision state. Role required: sn\_shop.procurement\_specialist ## Procedure 1. Navigate to Source-to-Pay Workspace. 2. Select the list icon () and do one of the following: * Navigate to Lists > My work > Pipeline projects. * Navigate to Lists > All work > Pipeline projects. 3. Open the pipeline project that is in Work in progress state. 4. Select Close. The system checks that all related objects, such as sourcing requests and sourcing events, are closed. If any of the related objects are open, an error message prompts you to close them. The Close pipeline project dialog box is displayed. The Hard savings field is auto-populated and displays the cumulative savings from all sourcing events associated with the pipeline project. This value is calculated by summing the Negotiated savings from all closed purchase requisition lines (PRLs) within the sourcing events. You can edit the Hard savings field if you’d like. If you edit the Hard savings field, a warning message appears indicating that the entered value differs from the cumulative negotiated savings on PRLs. This warning is shown only if there are negotiated savings on any PRL. 5. Enter the project's financial data in the Estimated spend, Hard savings, Targeted savings, Cost avoidance, Final spend, Other savings, and Lost savings fields. 6. In the Closing notes field, enter a brief summary of the pipeline project that provides context for future reference, auditing, or reporting. 7. Select Close. The pipeline project moves to the Closed Complete state.	--- title: Close a pipeline project description: As a sourcing manager, you can close the pipeline project when all the activities related to the sourcing pipeline project have been completed. keywords: [] breadcrumbs: - Finance and Supply Chain - Sourcing and Procurement Operations - Using Sourcing and Procurement Operations - Using Sourcing Pipeline Management --- # Close a pipeline project As a sourcing manager, you can close the pipeline project when all the activities related to the sourcing pipeline project have been completed. ## Before you begin Ensure that you’ve qualified all the relevant suppliers, and have received all the bids and responses from them, before you begin the awarding process. At this point, the sourcing event that you plan to work on, and all its associated negotiations, sourcing requests, and purchase lines must be in the Requires Decision state. Role required: sn\_shop.procurement\_specialist ## Procedure 1. Navigate to Source-to-Pay Workspace. 2. Select the list icon () and do one of the following: * Navigate to Lists > My work > Pipeline projects. * Navigate to Lists > All work > Pipeline projects. 3. Open the pipeline project that is in Work in progress state. 4. Select Close. The system checks that all related objects, such as sourcing requests and sourcing events, are closed. If any of the related objects are open, an error message prompts you to close them. The Close pipeline project dialog box is displayed. The Hard savings field is auto-populated and displays the cumulative savings from all sourcing events associated with the pipeline project. This value is calculated by summing the Negotiated savings from all closed purchase requisition lines (PRLs) within the sourcing events. You can edit the Hard savings field if you’d like. If you edit the Hard savings field, a warning message appears indicating that the entered value differs from the cumulative negotiated savings on PRLs. This warning is shown only if there are negotiated savings on any PRL. 5. Enter the project's financial data in the Estimated spend, Hard savings, Targeted savings, Cost avoidance, Final spend, Other savings, and Lost savings fields. 6. In the Closing notes field, enter a brief summary of the pipeline project that provides context for future reference, auditing, or reporting. 7. Select Close. The pipeline project moves to the Closed Complete state.
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/create-pipeline-manually.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/create-pipeline-manually.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/sourcing-procurement-operations/task/create-pipeline-manually.html	zurich	Create a pipeline project manually	Create a pipeline project manually to record project details that are not automatically generated through an intake request.	[]	[ "Finance and Supply Chain", "Sourcing and Procurement Operations", "Using Sourcing and Procurement Operations", "Using Sourcing Pipeline Management" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/task/create-pipeline-manually.html" id="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/task/create-pipeline-manually.html"><body id="create-pipeline-manually"><main role="main"><article role="article" class="dita" id="create-pipeline-manually" aria-labelledby="title_create-pipeline-manually"> <h1 class="title topictitle1" id="title_create-pipeline-manually">Create a pipeline project manually</h1> <div class="body taskbody"><p class="shortdesc">Create a pipeline project manually to record project details that are not automatically generated through an intake request.</p> <section class="section prereq" id="create-pipeline-manually__task-prereq"><div class="tasklabel"><p class="sectiontitle tasklabel">Before you begin</p></div> <p class="p">Role required: sn_shop.procurement_specialist or admin</p> </section> <section><div class="tasklabel"><p class="sectiontitle tasklabel">Procedure</p></div><ol class="ol steps"><li class="li step stepexpand"> <span class="ph cmd">Navigate to <span class="ph menucascade"><span class="ph uicontrol">Source-to-Pay Workspace</span></span>.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Select the list icon (<img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/../../supplier-lifecycle-operations/image/cases-list-icon.png?_LANG=enus" class="image icon" id="create-pipeline-manually__image_skw_zqh_wtb" height="20" alt="List icon."/>) and do one of the following:</span> <div class="itemgroup info"> <ul class="ul" id="create-pipeline-manually__ul_dwq_tzd_wfc"> <li class="li">Navigate to <span class="ph menucascade"><span class="ph uicontrol">Lists</span><abbr> > </abbr><span class="ph uicontrol">My work</span><abbr> > </abbr><span class="ph uicontrol">Pipeline projects</span></span>.</li> <li class="li">Navigate to <span class="ph menucascade"><span class="ph uicontrol">Lists</span><abbr> > </abbr><span class="ph uicontrol">All work</span><abbr> > </abbr><span class="ph uicontrol">Pipeline projects</span></span>.</li> </ul> </div> </li><li class="li step stepexpand"> <span class="ph cmd">Select <span class="ph uicontrol">New</span>.</span> <div class="itemgroup info">The Create New Pipeline Project form is displayed. For a description of the field values, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/create-pipeline-project-form.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/create-pipeline-project-form.html" class="xref" title="Use the Create New Pipeline Project form to provide details about the pipe project.">Create New Pipeline Project form</a>.</div> </li><li class="li step stepexpand"> <span class="ph cmd">Select <span class="ph uicontrol">Save</span>.</span> <div class="itemgroup stepresult">The pipeline project is created in the Planned state.<p class="p">For more information about the tabs and UI actions available in the pipeline project record, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/pipeline-form-tabs-actions.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/pipeline-form-tabs-actions.html" class="xref" title="View project financial details, add existing procurement objects to pipeline projects, or create new procurement objects from the Pipeline project record form.">Pipeline project record tabs and UI actions</a>.</p></div> </li></ol></section> </div> <nav role="navigation"></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Sourcing and Procurement Operations", "topic_id": "product/sourcing-procurement-operations/concept/psm-overview.html" }, { "title": "Using Sourcing and Procurement Operations", "topic_id": "product/sourcing-procurement-operations/concept/using-spo.html" }, { "title": "Using Sourcing Pipeline Management", "topic_id": "product/sourcing-procurement-operations/concept/use-pipeline-sourcing-mgmt.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations\">Zurich Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/finance-supply-chain-landing.html\">Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/psm-overview.html\">Sourcing and Procurement Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/using-spo.html\">Using Sourcing and Procurement Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/use-pipeline-sourcing-mgmt.html\">Using Sourcing Pipeline Management</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">Create a pipeline project manually</span>", "bundle_id": "zurich-source-to-pay-operations", "bundle_key": 2735, "bundle_landing_page": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html", "bundle_subtitle": null, "bundle_title": "Zurich Finance and Supply Chain", "canonical_link": null, "dates": { "Added on": "2025-08-05T13:11:54.216332Z", "Created on": "2025-07-03T00:00:00Z", "Initial upload": "2025-07-30T22:25:52.095402Z", "Updated on": "2025-07-31T00:00:00Z" }, "dislike_url": "https://servicenow-be-prod.servicenow.com/dislike/55688631", "dislikes": 0, "es_archived_content": false, "is_in_fav": false, "is_liked": null, "is_watched": false, "keywords": [ " zurich zurich" ], "labels": [ { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "zurich", "navtitle": "Zurich", "outputclasses": [], "subjectHeadId": "versions", "subjectheadNavtitle": "Versions", "visibility": "show-facet" }, { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "spoo", "navtitle": "Sourcing and Procurement Operations", "outputclasses": [], "subjectHeadId": "products", "subjectheadNavtitle": "Products", "visibility": "show-facet" } ], "labels_text": "Versions > Zurich; Products > Finance and Supply Chain > Sourcing and Procurement Operations", "like_url": "https://servicenow-be-prod.servicenow.com/like/55688631", "likes": 0, "metadata": { "AI Search": null, "AI Search Assist": 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null, "glossStatus": null, "guided setup": null, "guided tours": null, "keywords": null, "min-toc": null, "mini": null, "mini-to truec": null, "mini-toc": null, "mini_toc": null, "minitoc": null, "modification": null, "now-assist-app-gen-video": null, "order": null, "page-type": null, "page-type ": null, "prodname": null, "product": null, "product_name": null, "release": null, "resourceID": null, "roles": null, "route_page": null, "route_params_listId": null, "route_params_table": null, "route_params_type": null, "route_type": null, "setconfigurationproperties": null, "topic": null, "translation-type": "source", "version": null, "workflow": "Creator", "workplace-srvc-delvry-ditamap": null }, "page_id": "product/sourcing-procurement-operations/task/create-pipeline-manually.html", "page_key": 55688631, "preprocessed_PDF": "https://downloads.docs.servicenow.com/pdf/enus/servicenow-yokohama-source-to-pay-operations-enus.pdf", "rating": null, "read_time_data": { "char_count": 752, "img_count": 1, "read_time": 1, "video_links": [ "" ], "word_count": 125 }, "related_links": [], "search_title": null, "title": "Create a pipeline project manually", "topic_cluster": { "clustered_by": { "enabled": true, "primary_key": "versions", "primary_sort": "top-down", "type": "subjecthead" }, "clustered_labels": [ "versions" ], "clustered_topics": [], "clustering_title": "Zurich" }, "topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/task/create-pipeline-manually.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/task/create-pipeline-manually.html\"><body id=\"create-pipeline-manually\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"create-pipeline-manually\" aria-labelledby=\"title_create-pipeline-manually\">\n <h1 class=\"title topictitle1\" id=\"title_create-pipeline-manually\">Create a pipeline project manually</h1>\n \n \n <div class=\"body taskbody\"><p class=\"shortdesc\">Create a pipeline project manually to record project details that are not automatically generated through an intake request.</p>\n <section class=\"section prereq\" id=\"create-pipeline-manually__task-prereq\"><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">Before you begin</p></div>\n <p class=\"p\">Role required: sn_shop.procurement_specialist or admin</p>\n </section>\n <section><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">Procedure</p></div><ol class=\"ol steps\"><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Navigate to <span class=\"ph menucascade\"><span class=\"ph uicontrol\">Source-to-Pay Workspace</span></span>.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select the list icon (<img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/../../supplier-lifecycle-operations/image/cases-list-icon.png?_LANG=enus\" class=\"image icon\" id=\"create-pipeline-manually__image_skw_zqh_wtb\" height=\"20\" alt=\"List icon.\"/>) and do one of the following:</span>\n <div class=\"itemgroup info\">\n <ul class=\"ul\" id=\"create-pipeline-manually__ul_dwq_tzd_wfc\">\n <li class=\"li\">Navigate to <span class=\"ph menucascade\"><span class=\"ph uicontrol\">Lists</span><abbr> > </abbr><span class=\"ph uicontrol\">My work</span><abbr> > </abbr><span class=\"ph uicontrol\">Pipeline projects</span></span>.</li>\n <li class=\"li\">Navigate to <span class=\"ph menucascade\"><span class=\"ph uicontrol\">Lists</span><abbr> > </abbr><span class=\"ph uicontrol\">All work</span><abbr> > </abbr><span class=\"ph uicontrol\">Pipeline projects</span></span>.</li>\n </ul>\n </div>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select <span class=\"ph uicontrol\">New</span>.</span>\n <div class=\"itemgroup info\">The Create New Pipeline Project form is displayed. For a description of the field values, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/create-pipeline-project-form.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/create-pipeline-project-form.html\" class=\"xref\" title=\"Use the Create New Pipeline Project form to provide details about the pipe project.\">Create New Pipeline Project form</a>.</div>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select <span class=\"ph uicontrol\">Save</span>.</span>\n <div class=\"itemgroup stepresult\">The pipeline project is created in the Planned state.<p class=\"p\">For more information about the tabs and UI actions available in the pipeline project record, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/pipeline-form-tabs-actions.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/pipeline-form-tabs-actions.html\" class=\"xref\" title=\"View project financial details, add existing procurement objects to pipeline projects, or create new procurement objects from the Pipeline project record form.\">Pipeline project record tabs and UI actions</a>.</p></div>\n </li></ol></section>\n </div>\n<nav role=\"navigation\"></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Create a pipeline project manually Create a pipeline project manually to record project details that are not automatically generated through an intake request. ## Before you begin Role required: sn\_shop.procurement\_specialist or admin ## Procedure 1. Navigate to Source-to-Pay Workspace. 2. Select the list icon () and do one of the following: * Navigate to Lists > My work > Pipeline projects. * Navigate to Lists > All work > Pipeline projects. 3. Select New. The Create New Pipeline Project form is displayed. For a description of the field values, see Create New Pipeline Project form. 4. Select Save. The pipeline project is created in the Planned state. For more information about the tabs and UI actions available in the pipeline project record, see Pipeline project record tabs and UI actions.	--- title: Create a pipeline project manually description: Create a pipeline project manually to record project details that are not automatically generated through an intake request. keywords: [] breadcrumbs: - Finance and Supply Chain - Sourcing and Procurement Operations - Using Sourcing and Procurement Operations - Using Sourcing Pipeline Management --- # Create a pipeline project manually Create a pipeline project manually to record project details that are not automatically generated through an intake request. ## Before you begin Role required: sn\_shop.procurement\_specialist or admin ## Procedure 1. Navigate to Source-to-Pay Workspace. 2. Select the list icon () and do one of the following: * Navigate to Lists > My work > Pipeline projects. * Navigate to Lists > All work > Pipeline projects. 3. Select New. The Create New Pipeline Project form is displayed. For a description of the field values, see Create New Pipeline Project form. 4. Select Save. The pipeline project is created in the Planned state. For more information about the tabs and UI actions available in the pipeline project record, see Pipeline project record tabs and UI actions.
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/initiate-contract-from-drr.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/initiate-contract-from-drr.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/sourcing-procurement-operations/task/initiate-contract-from-drr.html	zurich	Initiate a contract request from Dynamic Related Records (DRR)	Initiate a contract request for purchase requisitions, sourcing requests, negotiations, or sourcing events from the Dynamic Related Records (DRR) section.	[]	[ "Finance and Supply Chain", "Sourcing and Procurement Operations", "Integrating Sourcing and Procurement Operations with other applications", "Sourcing and Procurement Operations integration with Contract Management Pro", "Initiate a contract request" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/task/initiate-contract-from-drr.html" id="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/task/initiate-contract-from-drr.html"><body id="initiate-contract-from-drr"><main role="main"><article role="article" class="dita" id="initiate-contract-from-drr" aria-labelledby="title_initiate-contract-from-drr"> <h1 class="title topictitle1" id="title_initiate-contract-from-drr">Initiate a contract request from Dynamic Related Records (DRR)</h1> <div class="body taskbody"><p class="shortdesc">Initiate a contract request for purchase requisitions, sourcing requests, negotiations, or sourcing events from the Dynamic Related Records (DRR) section.</p> <section class="section prereq"><div class="tasklabel"><p class="sectiontitle tasklabel">Before you begin</p></div> <p class="p">Role required: admin</p> </section> <section id="initiate-contract-from-drr__steps_mpm_xqr_gbc"><div class="tasklabel"><p class="sectiontitle tasklabel">Procedure</p></div><ol class="ol steps" id="initiate-contract-from-drr__steps_mpm_xqr_gbc"><li class="li step stepexpand"> <span class="ph cmd">Navigate to the <span class="ph uicontrol">Source-to-Pay Workspace</span>.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Open the entity for which you have to initiate a contract request.</span> <div class="itemgroup info"> <div class="note note note_note"><span class="note__title">Note:</span> From DRR, contract requests can be initiated for purchase requisitions, sourcing requests, negotiations, and sourcing events.</div> </div> </li><li class="li step stepexpand"> <span class="ph cmd">Select the Related cases and tasks icon from the DRR.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Select the Add button to create a task.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Select <span class="ph uicontrol">Contract request</span> from the list of available options.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Provide the details about the contract that you have to initiate.</span> <div class="itemgroup info"> <div class="note note note_note"><span class="note__title">Note:</span> Sourcing events and sourcing requests can be associated with multiple suppliers. Therefore, you must select a supplier to create a contract request for sourcing events and sourcing requests.</div> </div> </li><li class="li step stepexpand"> <span class="ph cmd">Select <span class="ph uicontrol">Initiate</span>.</span> </li></ol></section> </div> <nav role="navigation"></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Sourcing and Procurement Operations", "topic_id": "product/sourcing-procurement-operations/concept/psm-overview.html" }, { "title": "Integrating Sourcing and Procurement Operations with other applications", "topic_id": "product/sourcing-procurement-operations/concept/integrating-spo.html" }, { 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fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/integrating-spo.html\">Integrating Sourcing and Procurement Operations with other applications</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/integration-spo-cmpro.html\">Sourcing and Procurement Operations integration with Contract Management Pro</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/initiate-contract-request.html\">Initiate a contract request</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">Initiate a contract request from Dynamic Related Records (DRR)</span>", 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id=\"title_initiate-contract-from-drr\">Initiate a contract request from Dynamic Related Records (DRR)</h1>\n \n \n <div class=\"body taskbody\"><p class=\"shortdesc\">Initiate a contract request for purchase requisitions, sourcing requests, negotiations, or sourcing events from the Dynamic Related Records (DRR) section.</p>\n <section class=\"section prereq\"><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">Before you begin</p></div>\n <p class=\"p\">Role required: admin</p>\n </section>\n <section id=\"initiate-contract-from-drr__steps_mpm_xqr_gbc\"><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">Procedure</p></div><ol class=\"ol steps\" id=\"initiate-contract-from-drr__steps_mpm_xqr_gbc\"><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Navigate to the <span class=\"ph uicontrol\">Source-to-Pay Workspace</span>.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Open the entity for which you have to initiate a contract request.</span>\n <div class=\"itemgroup info\">\n <div class=\"note note note_note\"><span class=\"note__title\">Note:</span> From DRR, contract requests can be initiated for purchase requisitions, sourcing requests, negotiations, and sourcing events.</div>\n </div>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select the Related cases and tasks icon from the DRR.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select the Add button to create a task.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select <span class=\"ph uicontrol\">Contract request</span> from the list of available options.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Provide the details about the contract that you have to initiate.</span>\n <div class=\"itemgroup info\">\n <div class=\"note note note_note\"><span class=\"note__title\">Note:</span> Sourcing events and sourcing requests can be associated with multiple suppliers. Therefore, you must select a supplier to create a contract request for sourcing events and sourcing requests.</div>\n </div>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select <span class=\"ph uicontrol\">Initiate</span>.</span>\n </li></ol></section>\n </div>\n<nav role=\"navigation\"></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Initiate a contract request from Dynamic Related Records (DRR) Initiate a contract request for purchase requisitions, sourcing requests, negotiations, or sourcing events from the Dynamic Related Records (DRR) section. ## Before you begin Role required: admin ## Procedure 1. Navigate to the Source-to-Pay Workspace. 2. Open the entity for which you have to initiate a contract request. Note: From DRR, contract requests can be initiated for purchase requisitions, sourcing requests, negotiations, and sourcing events. 3. Select the Related cases and tasks icon from the DRR. 4. Select the Add button to create a task. 5. Select Contract request from the list of available options. 6. Provide the details about the contract that you have to initiate. Note: Sourcing events and sourcing requests can be associated with multiple suppliers. Therefore, you must select a supplier to create a contract request for sourcing events and sourcing requests. 7. Select Initiate.	--- title: Initiate a contract request from Dynamic Related Records (DRR) description: Initiate a contract request for purchase requisitions, sourcing requests, negotiations, or sourcing events from the Dynamic Related Records (DRR) section. keywords: [] breadcrumbs: - Finance and Supply Chain - Sourcing and Procurement Operations - Integrating Sourcing and Procurement Operations with other applications - Sourcing and Procurement Operations integration with Contract Management Pro - Initiate a contract request --- # Initiate a contract request from Dynamic Related Records (DRR) Initiate a contract request for purchase requisitions, sourcing requests, negotiations, or sourcing events from the Dynamic Related Records (DRR) section. ## Before you begin Role required: admin ## Procedure 1. Navigate to the Source-to-Pay Workspace. 2. Open the entity for which you have to initiate a contract request. Note: From DRR, contract requests can be initiated for purchase requisitions, sourcing requests, negotiations, and sourcing events. 3. Select the Related cases and tasks icon from the DRR. 4. Select the Add button to create a task. 5. Select Contract request from the list of available options. 6. Provide the details about the contract that you have to initiate. Note: Sourcing events and sourcing requests can be associated with multiple suppliers. Therefore, you must select a supplier to create a contract request for sourcing events and sourcing requests. 7. Select Initiate.
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/itam-spo-quick-checkout.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/itam-spo-quick-checkout.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/sourcing-procurement-operations/task/itam-spo-quick-checkout.html	zurich	Create purchase requisition from the ITAM Workspace	As an asset manager, use SPO’s purchasing flow from the ITAM Workspace to complete checkout when the requested item has contractual pricing.	[]	[ "Finance and Supply Chain", "Sourcing and Procurement Operations", "Integrating Sourcing and Procurement Operations with other applications", "Sourcing and Procurement Operations integration with IT Asset Management", "Create Sourcing Request or Purchase Requisition in SPO via ITAM Workspace" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/task/itam-spo-quick-checkout.html" id="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/task/itam-spo-quick-checkout.html"><body id="itam-spo-quick-checkout"><main role="main"><article role="article" class="dita" id="itam-spo-quick-checkout" aria-labelledby="title_itam-spo-quick-checkout"> <h1 class="title topictitle1" id="title_itam-spo-quick-checkout">Create purchase requisition from the ITAM Workspace</h1> <div class="body taskbody"><p class="shortdesc">As an asset manager, use SPO’s purchasing flow from the ITAM Workspace to complete checkout when the requested item has contractual pricing.</p> <section class="section prereq" id="itam-spo-quick-checkout__task-prereq"><div class="tasklabel"><p class="sectiontitle tasklabel">Before you begin</p></div> <p class="p">Role required: sn_spend_asset.spo_shopper</p> </section> <section class="section context" id="itam-spo-quick-checkout__context_kgb_bsk_rfc"><div class="tasklabel"><p class="sectiontitle tasklabel">About this task</p></div> <p class="p">This task describes the options you need to select and the information you need to provide after you select <strong class="ph b">Request items and checkout</strong> when the requested item has an associated price.</p> </section> <section id="itam-spo-quick-checkout__steps_y2s_ktk_rfc"><div class="tasklabel"><p class="sectiontitle tasklabel">Procedure</p></div><ol class="ol steps" id="itam-spo-quick-checkout__steps_y2s_ktk_rfc"><li class="li step stepexpand"> <span class="ph cmd">Complete steps 1 through 10 as described in <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/task/spo-itam-submit-requests.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/spo-itam-submit-requests.html" class="xref" title="As an Asset Manager, you can create an SR or PR in SPO from the ITAM Workspace to fulfill IT and asset requests submitted through Employee Center.">Create Sourcing Request or Purchase Requisition in SPO via ITAM Workspace</a>.</span> </li><li class="li step stepexpand">(Optional) <span class="ph cmd">Submit sourcing request for items without price.</span> </li><li class="li step stepexpand"> <span class="ph cmd">On the Delivery location page, select a delivery location from the <span class="ph uicontrol">Delivery location</span> list.</span> <div class="itemgroup info"><img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/../image/itam-spo-qco-delivery-loc.png?_LANG=enus" class="image" id="itam-spo-quick-checkout__image_n5v_gwr_rfc" alt="Delivery location page."/></div> </li><li class="li step stepexpand">(Optional) <span class="ph cmd">Select <span class="ph uicontrol">Deliver to additional locations</span> to add additional delivery locations and specify the purchase quantity.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Select <span class="ph uicontrol">Continue to delivery date</span>.</span> </li><li class="li step stepexpand"> <span class="ph cmd">On the Delivery date page, select any of the following options:</span> <div class="itemgroup info"><ul class="ul" id="itam-spo-quick-checkout__ul_cmj_qtk_rfc"> <li class="li"><span class="ph uicontrol">Get as soon as</span> (an estimated date auto-populates based on the current date)</li> <li class="li"><span class="ph uicontrol">On a specific date</span></li> </ul><img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/../image/itam-spo-qco-delivery-date.png?_LANG=enus" class="image" id="itam-spo-quick-checkout__image_gxz_jwr_rfc" alt="Delivery date page."/></div> </li><li class="li step stepexpand">(Optional) <span class="ph cmd">Select <span class="ph uicontrol">Add another delivery date</span> to add another delivery date.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Select <span class="ph uicontrol">Continue to Payment method</span>.</span> </li><li class="li step stepexpand"> <span class="ph cmd">On the Payment method page, you can retain the selected cost center or select any of the following options:</span> <div class="itemgroup info"><ul class="ul" id="itam-spo-quick-checkout__ul_g2c_g5k_rfc"> <li class="li"><span class="ph uicontrol">Use another cost center</span></li> <li class="li"><span class="ph uicontrol">Pay with multiple cost centers</span></li> </ul><img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/../image/itam-spo-qco-payment.png?_LANG=enus" class="image" id="itam-spo-quick-checkout__image_c1n_nwr_rfc" alt="Payment method page."/></div> </li><li class="li step stepexpand"> <span class="ph cmd">Select <span class="ph uicontrol">Continue to purchase reason</span>.</span> </li><li class="li step stepexpand"> <span class="ph cmd">On the Reason for purchase page, do the following:</span> <div class="itemgroup info"><ul class="ul" id="itam-spo-quick-checkout__ul_dlp_j5k_rfc"> <li class="li">In the <span class="ph uicontrol">Reason for purchase</span> field, enter a reason for making this purchase.</li> <li class="li">Select <span class="ph uicontrol">+Add file</span> to add any attachments to this purchase.</li> <li class="li">In the <span class="ph uicontrol">Watchlist</span> field, ad individuals who you want notified if any updates are made to this purchase.</li> </ul><img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/../image/itam-spo-qco-purchase-reason.png?_LANG=enus" class="image" id="itam-spo-quick-checkout__image_fzb_pwr_rfc" alt="Reason for purchase page."/></div> </li><li class="li step stepexpand"> <span class="ph cmd">Select <span class="ph uicontrol">Complete checkout</span>.</span> <div class="itemgroup info">A purchase requisition is created for the requested items in SPO.</div> </li></ol></section> <section class="section postreq" id="itam-spo-quick-checkout__postreq_uv2_n5k_rfc"><div class="tasklabel"><p class="sectiontitle tasklabel">What to do next</p></div> <div class="p">The Procurement Specialist reviews the requisition in the Source-to-Pay Workspace and converts it into a purchase order.<div class="note note note_note"><span class="note__title">Note:</span> 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.<p class="p">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.</p><p class="p">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.</p></div></div> </section> </div> <nav role="navigation"></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Sourcing and Procurement Operations", "topic_id": "product/sourcing-procurement-operations/concept/psm-overview.html" }, { "title": "Integrating Sourcing and Procurement Operations with other applications", "topic_id": "product/sourcing-procurement-operations/concept/integrating-spo.html" }, { "title": "Sourcing and Procurement Operations integration with IT Asset Management", "topic_id": 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id=\"bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/task/itam-spo-quick-checkout.html\"><body id=\"itam-spo-quick-checkout\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"itam-spo-quick-checkout\" aria-labelledby=\"title_itam-spo-quick-checkout\">\n <h1 class=\"title topictitle1\" id=\"title_itam-spo-quick-checkout\">Create purchase requisition from the ITAM Workspace</h1>\n \n \n <div class=\"body taskbody\"><p class=\"shortdesc\">As an asset manager, use SPO’s purchasing flow from the ITAM Workspace to complete checkout when the requested item has contractual pricing.</p>\n <section class=\"section prereq\" id=\"itam-spo-quick-checkout__task-prereq\"><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">Before you begin</p></div>\n <p class=\"p\">Role required: sn_spend_asset.spo_shopper</p>\n </section>\n <section class=\"section context\" id=\"itam-spo-quick-checkout__context_kgb_bsk_rfc\"><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">About this task</p></div>\n <p class=\"p\">This task describes the options you need to select and the information you need to provide after you select <strong class=\"ph b\">Request items and checkout</strong> when the requested item has an associated price.</p>\n </section>\n <section id=\"itam-spo-quick-checkout__steps_y2s_ktk_rfc\"><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">Procedure</p></div><ol class=\"ol steps\" id=\"itam-spo-quick-checkout__steps_y2s_ktk_rfc\"><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Complete steps 1 through 10 as described in <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/task/spo-itam-submit-requests.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/spo-itam-submit-requests.html\" class=\"xref\" title=\"As an Asset Manager, you can create an SR or PR in SPO from the ITAM Workspace to fulfill IT and asset requests submitted through Employee Center.\">Create Sourcing Request or Purchase Requisition in SPO via ITAM Workspace</a>.</span>\n </li><li class=\"li step stepexpand\">(Optional) \n <span class=\"ph cmd\">Submit sourcing request for items without price.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">On the Delivery location page, select a delivery location from the <span class=\"ph uicontrol\">Delivery location</span> list.</span>\n <div class=\"itemgroup info\"><img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/../image/itam-spo-qco-delivery-loc.png?_LANG=enus\" class=\"image\" id=\"itam-spo-quick-checkout__image_n5v_gwr_rfc\" alt=\"Delivery location page.\"/></div>\n </li><li class=\"li step stepexpand\">(Optional) \n <span class=\"ph cmd\">Select <span class=\"ph uicontrol\">Deliver to additional locations</span> to add additional delivery locations and specify the purchase quantity.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select <span class=\"ph uicontrol\">Continue to delivery date</span>.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">On the Delivery date page, select any of the following options:</span>\n <div class=\"itemgroup info\"><ul class=\"ul\" id=\"itam-spo-quick-checkout__ul_cmj_qtk_rfc\">\n <li class=\"li\"><span class=\"ph uicontrol\">Get as soon as</span> (an estimated date auto-populates based on the current date)</li>\n <li class=\"li\"><span class=\"ph uicontrol\">On a specific date</span></li>\n </ul><img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/../image/itam-spo-qco-delivery-date.png?_LANG=enus\" class=\"image\" id=\"itam-spo-quick-checkout__image_gxz_jwr_rfc\" alt=\"Delivery date page.\"/></div>\n </li><li class=\"li step stepexpand\">(Optional) \n <span class=\"ph cmd\">Select <span class=\"ph uicontrol\">Add another delivery date</span> to add another delivery date.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select <span class=\"ph uicontrol\">Continue to Payment method</span>.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">On the Payment method page, you can retain the selected cost center or select any of the following options:</span>\n <div class=\"itemgroup info\"><ul class=\"ul\" id=\"itam-spo-quick-checkout__ul_g2c_g5k_rfc\">\n <li class=\"li\"><span class=\"ph uicontrol\">Use another cost center</span></li>\n <li class=\"li\"><span class=\"ph uicontrol\">Pay with multiple cost centers</span></li>\n </ul><img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/../image/itam-spo-qco-payment.png?_LANG=enus\" class=\"image\" id=\"itam-spo-quick-checkout__image_c1n_nwr_rfc\" alt=\"Payment method page.\"/></div>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select <span class=\"ph uicontrol\">Continue to purchase reason</span>.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">On the Reason for purchase page, do the following:</span>\n <div class=\"itemgroup info\"><ul class=\"ul\" id=\"itam-spo-quick-checkout__ul_dlp_j5k_rfc\">\n <li class=\"li\">In the <span class=\"ph uicontrol\">Reason for purchase</span> field, enter a reason for making this purchase.</li>\n <li class=\"li\">Select <span class=\"ph uicontrol\">+Add file</span> to add any attachments to this purchase.</li>\n <li class=\"li\">In the <span class=\"ph uicontrol\">Watchlist</span> field, ad individuals who you want notified if any updates are made to this purchase.</li>\n </ul><img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/../image/itam-spo-qco-purchase-reason.png?_LANG=enus\" class=\"image\" id=\"itam-spo-quick-checkout__image_fzb_pwr_rfc\" alt=\"Reason for purchase page.\"/></div>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select <span class=\"ph uicontrol\">Complete checkout</span>.</span>\n <div class=\"itemgroup info\">A purchase requisition is created for the requested items in SPO.</div>\n </li></ol></section>\n <section class=\"section postreq\" id=\"itam-spo-quick-checkout__postreq_uv2_n5k_rfc\"><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">What to do next</p></div>\n <div class=\"p\">The Procurement Specialist reviews the requisition in the Source-to-Pay Workspace and converts it into a purchase order.<div class=\"note note note_note\"><span class=\"note__title\">Note:</span> The PO created in SPO (sn_shop_purchase_order table) references the corresponding PO generated in\n ITAM (procure_po table). The Asset Manager can monitor the progress of the SR, PR, and PO by closely tracking the PO within ITAM.<p class=\"p\">If the asset manager has the Shopping Hub shopper role (sn_shop.shopper), they can also\n view the status of their request directly in Shopping Hub.</p><p class=\"p\">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\n objects are synchronized so that updates appear in real time.</p></div></div>\n </section>\n </div>\n<nav role=\"navigation\"></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Create purchase requisition from the ITAM Workspace 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 you need to select and the information you need to 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. 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 7. (Optional) Select Add another delivery date to add another delivery date. 8. Select Continue to Payment method. 9. On the Payment method page, you can retain the selected cost center or select any of the following options: * Use another cost center * Pay with multiple cost centers 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. 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.	--- title: Create purchase requisition from the ITAM Workspace description: "As an asset manager, use SPO\u2019s purchasing flow from the ITAM Workspace\ \ to complete checkout when the requested item has contractual pricing." keywords: [] breadcrumbs: - Finance and Supply Chain - Sourcing and Procurement Operations - Integrating Sourcing and Procurement Operations with other applications - Sourcing and Procurement Operations integration with IT Asset Management - Create Sourcing Request or Purchase Requisition in SPO via ITAM Workspace --- # Create purchase requisition from the ITAM Workspace 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 you need to select and the information you need to 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. 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 7. (Optional) Select Add another delivery date to add another delivery date. 8. Select Continue to Payment method. 9. On the Payment method page, you can retain the selected cost center or select any of the following options: * Use another cost center * Pay with multiple cost centers 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. 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.
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/itam-spo-sourcing-checkout.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/itam-spo-sourcing-checkout.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/sourcing-procurement-operations/task/itam-spo-sourcing-checkout.html	zurich	Create sourcing request from the ITAM Workspace	As an asset manager, use SPO’s sourcing flow from the ITAM Workspace to complete checkout when the requested item doesn’t have contractual pricing.	[]	[ "Finance and Supply Chain", "Sourcing and Procurement Operations", "Integrating Sourcing and Procurement Operations with other applications", "Sourcing and Procurement Operations integration with IT Asset Management", "Create Sourcing Request or Purchase Requisition in SPO via ITAM Workspace" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/task/itam-spo-sourcing-checkout.html" id="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/task/itam-spo-sourcing-checkout.html"><body id="itam-spo-sourcing-checkout"><main role="main"><article role="article" class="dita" id="itam-spo-sourcing-checkout" aria-labelledby="title_itam-spo-sourcing-checkout"> <h1 class="title topictitle1" id="title_itam-spo-sourcing-checkout">Create sourcing request from the ITAM Workspace</h1> <div class="body taskbody"><p class="shortdesc">As an asset manager, use SPO’s sourcing flow from the ITAM Workspace to complete checkout when the requested item doesn’t have contractual pricing.</p> <section class="section prereq" id="itam-spo-sourcing-checkout__task-prereq"><div class="tasklabel"><p class="sectiontitle tasklabel">Before you begin</p></div> <p class="p">Role required: sn_spend_asset.spo_shopper</p> </section> <section class="section context" id="itam-spo-sourcing-checkout__context_crk_kmk_rfc"><div class="tasklabel"><p class="sectiontitle tasklabel">About this task</p></div> <p class="p">This task describes the options you need to select and the information you need to provide after you select <span class="ph uicontrol">Request items and checkout</span> when the requested item does not have an associated price.</p> <p class="p">During checkout, asset managers interact with a user interface that is similar to Shopping Hub’s "I need a product" record producer to provide key details about the product to be sourced.</p> </section> <section><div class="tasklabel"><p class="sectiontitle tasklabel">Procedure</p></div><ol class="ol steps"><li class="li step stepexpand"> <span class="ph cmd">Complete steps 1 through 10 as described in <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/task/spo-itam-submit-requests.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/spo-itam-submit-requests.html" class="xref" title="As an Asset Manager, you can create an SR or PR in SPO from the ITAM Workspace to fulfill IT and asset requests submitted through Employee Center.">Create Sourcing Request or Purchase Requisition in SPO via ITAM Workspace</a>.</span> </li><li class="li step stepexpand"> <span class="ph cmd">On the Select the preferred supplier for the following items page, select <span class="ph uicontrol">Request items and checkout</span>.</span> <div class="itemgroup info"><img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/../image/itam-spo-sourcing-flow.png?_LANG=enus" class="image" id="itam-spo-sourcing-checkout__image_p1k_vvr_rfc" alt="Record producer where you enter the details for a product without contractual pricing."/></div> </li><li class="li step stepexpand"> <span class="ph cmd">On the form, fill in the fields in these sections.</span> <div class="itemgroup info"> <div class="table-wrap"><table count-columns="2" class="table frame-all" id="itam-spo-sourcing-checkout__table_lvw_2pk_rfc"><caption></caption><colgroup><col/><col/></colgroup><thead class="thead"> <tr class="row"> <th class="entry colsep-1 rowsep-1" id="itam-spo-sourcing-checkout__table_lvw_2pk_rfc__entry__1">Section</th> <th class="entry colsep-1 rowsep-1" id="itam-spo-sourcing-checkout__table_lvw_2pk_rfc__entry__2">Option</th> </tr> </thead><tbody class="tbody"> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="itam-spo-sourcing-checkout__table_lvw_2pk_rfc__entry__1">Request details</td> <td class="entry colsep-1 rowsep-1" headers="itam-spo-sourcing-checkout__table_lvw_2pk_rfc__entry__2">From the What do you need for this request? list, select any of the following options:<ul class="ul" id="itam-spo-sourcing-checkout__ul_fs2_jpk_rfc"> <li class="li">I need a quote</li> <li class="li">I need a proposal</li> <li class="li">I need a proof of concept</li> <li class="li">I need more information about the products or suppliers</li> </ul></td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="itam-spo-sourcing-checkout__table_lvw_2pk_rfc__entry__1">Delivery information</td> <td class="entry colsep-1 rowsep-1" headers="itam-spo-sourcing-checkout__table_lvw_2pk_rfc__entry__2"> <ul class="ul" id="itam-spo-sourcing-checkout__ul_anr_vpk_rfc"> <li class="li">From the <span class="ph uicontrol">Select delivery address</span> list, select a delivery address.<div class="note note note_note"><span class="note__title">Note:</span> For an inventory stock order, the delivery address is predefined and cannot be modified.</div></li> <li class="li">From the Default delivery date list, select one of the following options:<ul class="ul" id="itam-spo-sourcing-checkout__ul_jnc_zpk_rfc"> <li class="li">As soon as possible</li> <li class="li">A specific date</li> <li class="li">I am not sure</li> </ul></li> </ul> </td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="itam-spo-sourcing-checkout__table_lvw_2pk_rfc__entry__1">Products</td> <td class="entry colsep-1 rowsep-1" headers="itam-spo-sourcing-checkout__table_lvw_2pk_rfc__entry__2"> <ul class="ul" id="itam-spo-sourcing-checkout__ul_bgk_dqk_rfc"> <li class="li"> <p class="p">Add the products you would like to request. Select the <span class="ph uicontrol">Open Preview</span> option to see a preview of the product and make any changes to the metric group, license metric, quantity, and so on. Select Update to save your changes.</p> <div class="note note note_note"><span class="note__title">Note:</span> You can select <span class="ph uicontrol">Add</span> to add additional products; however, the quantity that you specify must not exceed the number specified in the original request. However, for an inventory stock order, the quantity of items is predefined and cannot be modified.</div> </li> <li class="li">In the <span class="ph uicontrol">Why do you need these products?</span> field, enter a reason for buying these products.</li> </ul> </td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="itam-spo-sourcing-checkout__table_lvw_2pk_rfc__entry__1">Additional details</td> <td class="entry colsep-1 rowsep-1" headers="itam-spo-sourcing-checkout__table_lvw_2pk_rfc__entry__2">Enter any details or questions you want to mention.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="itam-spo-sourcing-checkout__table_lvw_2pk_rfc__entry__1">Attachments</td> <td class="entry colsep-1 rowsep-1" headers="itam-spo-sourcing-checkout__table_lvw_2pk_rfc__entry__2">Select <span class="ph uicontrol">+Add file</span> to add any attachments you would like to upload.</td> </tr> </tbody></table></div> <div class="note note note_note"><span class="note__title">Note:</span> You cannot modify quantities through this record producer. To make quantity changes, go to the Supplier selection page.</div> </div> </li><li class="li step stepexpand"> <span class="ph cmd">Select <span class="ph uicontrol">Checkout</span>.</span> <div class="itemgroup info"> <p class="p">A sourcing request (SR) is created.</p> </div> </li></ol></section> <section class="section postreq" id="itam-spo-sourcing-checkout__postreq_fd2_vqk_rfc"><div class="tasklabel"><p class="sectiontitle tasklabel">What to do next</p></div> <p class="p">The Procurement Specialist accesses the SR in the <span class="ph">Source-to-Pay Workspace</span> and initiates the sourcing process.</p> </section> </div> <nav role="navigation"></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": 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href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/finance-supply-chain-landing.html\">Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/psm-overview.html\">Sourcing and Procurement Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/integrating-spo.html\">Integrating Sourcing and Procurement Operations with other applications</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/spo-itam-better-together.html\">Sourcing and 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"word_count": 404 }, "related_links": [], "search_title": null, "title": "Create sourcing request from the ITAM Workspace", "topic_cluster": { "clustered_by": { "enabled": true, "primary_key": "versions", "primary_sort": "top-down", "type": "subjecthead" }, "clustered_labels": [ "versions" ], "clustered_topics": [], "clustering_title": "Zurich" }, "topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/task/itam-spo-sourcing-checkout.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/task/itam-spo-sourcing-checkout.html\"><body id=\"itam-spo-sourcing-checkout\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"itam-spo-sourcing-checkout\" aria-labelledby=\"title_itam-spo-sourcing-checkout\">\n <h1 class=\"title topictitle1\" id=\"title_itam-spo-sourcing-checkout\">Create sourcing request from the ITAM Workspace</h1>\n \n \n <div class=\"body taskbody\"><p class=\"shortdesc\">As an asset manager, use SPO’s sourcing flow from the ITAM Workspace to complete checkout when the requested item doesn’t have contractual pricing.</p>\n <section class=\"section prereq\" id=\"itam-spo-sourcing-checkout__task-prereq\"><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">Before you begin</p></div>\n <p class=\"p\">Role required: sn_spend_asset.spo_shopper</p>\n </section>\n <section class=\"section context\" id=\"itam-spo-sourcing-checkout__context_crk_kmk_rfc\"><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">About this task</p></div>\n <p class=\"p\">This task describes the options you need to select and the information you need to provide after you select <span class=\"ph uicontrol\">Request items and checkout</span> when the requested item does not have an associated price.</p>\n <p class=\"p\">During checkout, asset managers interact with a user interface that is similar to Shopping Hub’s "I need a product" record producer to provide key details about the product to be sourced.</p>\n </section>\n <section><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">Procedure</p></div><ol class=\"ol steps\"><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Complete steps 1 through 10 as described in <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/task/spo-itam-submit-requests.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/spo-itam-submit-requests.html\" class=\"xref\" title=\"As an Asset Manager, you can create an SR or PR in SPO from the ITAM Workspace to fulfill IT and asset requests submitted through Employee Center.\">Create Sourcing Request or Purchase Requisition in SPO via ITAM Workspace</a>.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">On the Select the preferred supplier for the following items page, select <span class=\"ph uicontrol\">Request items and checkout</span>.</span>\n <div class=\"itemgroup info\"><img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/../image/itam-spo-sourcing-flow.png?_LANG=enus\" class=\"image\" id=\"itam-spo-sourcing-checkout__image_p1k_vvr_rfc\" alt=\"Record producer where you enter the details for a product without contractual pricing.\"/></div>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">On the form, fill in the fields in these sections.</span>\n <div class=\"itemgroup info\">\n <div class=\"table-wrap\"><table count-columns=\"2\" class=\"table frame-all\" id=\"itam-spo-sourcing-checkout__table_lvw_2pk_rfc\"><caption></caption><colgroup><col/><col/></colgroup><thead class=\"thead\">\n <tr class=\"row\">\n <th class=\"entry colsep-1 rowsep-1\" id=\"itam-spo-sourcing-checkout__table_lvw_2pk_rfc__entry__1\">Section</th>\n <th class=\"entry colsep-1 rowsep-1\" id=\"itam-spo-sourcing-checkout__table_lvw_2pk_rfc__entry__2\">Option</th>\n </tr>\n </thead><tbody class=\"tbody\">\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"itam-spo-sourcing-checkout__table_lvw_2pk_rfc__entry__1\">Request details</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"itam-spo-sourcing-checkout__table_lvw_2pk_rfc__entry__2\">From the What do you need for this request? list, select any of the following options:<ul class=\"ul\" id=\"itam-spo-sourcing-checkout__ul_fs2_jpk_rfc\">\n <li class=\"li\">I need a quote</li>\n <li class=\"li\">I need a proposal</li>\n <li class=\"li\">I need a proof of concept</li>\n <li class=\"li\">I need more information about the products or suppliers</li>\n </ul></td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"itam-spo-sourcing-checkout__table_lvw_2pk_rfc__entry__1\">Delivery information</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"itam-spo-sourcing-checkout__table_lvw_2pk_rfc__entry__2\">\n <ul class=\"ul\" id=\"itam-spo-sourcing-checkout__ul_anr_vpk_rfc\">\n <li class=\"li\">From the <span class=\"ph uicontrol\">Select delivery address</span> list, select a delivery address.<div class=\"note note note_note\"><span class=\"note__title\">Note:</span> For an inventory stock order, the delivery address is predefined and cannot be\n modified.</div></li>\n <li class=\"li\">From the Default delivery date list, select one of the following options:<ul class=\"ul\" id=\"itam-spo-sourcing-checkout__ul_jnc_zpk_rfc\">\n <li class=\"li\">As soon as possible</li>\n <li class=\"li\">A specific date</li>\n <li class=\"li\">I am not sure</li>\n </ul></li>\n </ul>\n </td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"itam-spo-sourcing-checkout__table_lvw_2pk_rfc__entry__1\">Products</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"itam-spo-sourcing-checkout__table_lvw_2pk_rfc__entry__2\">\n <ul class=\"ul\" id=\"itam-spo-sourcing-checkout__ul_bgk_dqk_rfc\">\n <li class=\"li\">\n <p class=\"p\">Add the products you would like to request. Select the <span class=\"ph uicontrol\">Open Preview</span> option to see a preview of the product and make any changes to the metric group, license metric,\n quantity, and so on. Select Update to save your changes.</p>\n <div class=\"note note note_note\"><span class=\"note__title\">Note:</span> You can select <span class=\"ph uicontrol\">Add</span> to add additional products; however, the quantity that you specify must not exceed the number specified in the original request. However, for an\n inventory stock order, the quantity of items is predefined and cannot be modified.</div>\n </li>\n <li class=\"li\">In the <span class=\"ph uicontrol\">Why do you need these products?</span> field, enter a reason for buying these products.</li>\n </ul>\n </td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"itam-spo-sourcing-checkout__table_lvw_2pk_rfc__entry__1\">Additional details</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"itam-spo-sourcing-checkout__table_lvw_2pk_rfc__entry__2\">Enter any details or questions you want to mention.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"itam-spo-sourcing-checkout__table_lvw_2pk_rfc__entry__1\">Attachments</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"itam-spo-sourcing-checkout__table_lvw_2pk_rfc__entry__2\">Select <span class=\"ph uicontrol\">+Add file</span> to add any attachments you would like to upload.</td>\n </tr>\n </tbody></table></div>\n <div class=\"note note note_note\"><span class=\"note__title\">Note:</span> You cannot modify quantities through this record producer. To make quantity changes, go to the Supplier selection page.</div>\n </div>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select <span class=\"ph uicontrol\">Checkout</span>.</span>\n <div class=\"itemgroup info\">\n <p class=\"p\">A sourcing request (SR) is created.</p>\n </div>\n </li></ol></section>\n <section class=\"section postreq\" id=\"itam-spo-sourcing-checkout__postreq_fd2_vqk_rfc\"><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">What to do next</p></div>\n <p class=\"p\">The Procurement Specialist accesses the SR in the <span class=\"ph\">Source-to-Pay Workspace</span> and initiates the sourcing process.</p>\n </section>\n </div>\n<nav role=\"navigation\"></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Create sourcing request from the ITAM Workspace As an asset manager, use SPO’s sourcing flow from the ITAM Workspace to complete checkout when the requested item doesn’t have contractual pricing. ## Before you begin Role required: sn\_spend\_asset.spo\_shopper ## About this task This task describes the options you need to select and the information you need to provide after you select Request items and checkout when the requested item does not have an associated price. During checkout, asset managers interact with a user interface that is similar to Shopping Hub’s "I need a product" record producer to provide key details about the product to be sourced. ## Procedure 1. Complete steps 1 through 10 as described in Create Sourcing Request or Purchase Requisition in SPO via ITAM Workspace. 2. On the Select the preferred supplier for the following items page, select Request items and checkout. 3. On the form, fill in the fields in these sections. \| Section \| Option \| \| --- \| --- \| \| Request details \| From the What do you need for this request? list, select any of the following options: * I need a quote * I need a proposal * I need a proof of concept * I need more information about the products or suppliers \| \| Delivery information \| * From the Select delivery address list, select a delivery address.Note: For an inventory stock order, the delivery address is predefined and cannot be modified. * From the Default delivery date list, select one of the following options: + As soon as possible + A specific date + I am not sure \| \| Products \| * Add the products you would like to request. Select the Open Preview option to see a preview of the product and make any changes to the metric group, license metric, quantity, and so on. Select Update to save your changes. Note: You can select Add to add additional products; however, the quantity that you specify must not exceed the number specified in the original request. However, for an inventory stock order, the quantity of items is predefined and cannot be modified. * In the Why do you need these products? field, enter a reason for buying these products. \| \| Additional details \| Enter any details or questions you want to mention. \| \| Attachments \| Select +Add file to add any attachments you would like to upload. \| Note: You cannot modify quantities through this record producer. To make quantity changes, go to the Supplier selection page. 4. Select Checkout. A sourcing request (SR) is created. ### What to do next The Procurement Specialist accesses the SR in the Source-to-Pay Workspace and initiates the sourcing process.	--- title: Create sourcing request from the ITAM Workspace description: "As an asset manager, use SPO\u2019s sourcing flow from the ITAM Workspace\ \ to complete checkout when the requested item doesn\u2019t have contractual pricing." keywords: [] breadcrumbs: - Finance and Supply Chain - Sourcing and Procurement Operations - Integrating Sourcing and Procurement Operations with other applications - Sourcing and Procurement Operations integration with IT Asset Management - Create Sourcing Request or Purchase Requisition in SPO via ITAM Workspace --- # Create sourcing request from the ITAM Workspace As an asset manager, use SPO’s sourcing flow from the ITAM Workspace to complete checkout when the requested item doesn’t have contractual pricing. ## Before you begin Role required: sn\_spend\_asset.spo\_shopper ## About this task This task describes the options you need to select and the information you need to provide after you select Request items and checkout when the requested item does not have an associated price. During checkout, asset managers interact with a user interface that is similar to Shopping Hub’s "I need a product" record producer to provide key details about the product to be sourced. ## Procedure 1. Complete steps 1 through 10 as described in Create Sourcing Request or Purchase Requisition in SPO via ITAM Workspace. 2. On the Select the preferred supplier for the following items page, select Request items and checkout. 3. On the form, fill in the fields in these sections. \| Section \| Option \| \| --- \| --- \| \| Request details \| From the What do you need for this request? list, select any of the following options: * I need a quote * I need a proposal * I need a proof of concept * I need more information about the products or suppliers \| \| Delivery information \| * From the Select delivery address list, select a delivery address.Note: For an inventory stock order, the delivery address is predefined and cannot be modified. * From the Default delivery date list, select one of the following options: + As soon as possible + A specific date + I am not sure \| \| Products \| * Add the products you would like to request. Select the Open Preview option to see a preview of the product and make any changes to the metric group, license metric, quantity, and so on. Select Update to save your changes. Note: You can select Add to add additional products; however, the quantity that you specify must not exceed the number specified in the original request. However, for an inventory stock order, the quantity of items is predefined and cannot be modified. * In the Why do you need these products? field, enter a reason for buying these products. \| \| Additional details \| Enter any details or questions you want to mention. \| \| Attachments \| Select +Add file to add any attachments you would like to upload. \| Note: You cannot modify quantities through this record producer. To make quantity changes, go to the Supplier selection page. 4. Select Checkout. A sourcing request (SR) is created. ### What to do next The Procurement Specialist accesses the SR in the Source-to-Pay Workspace and initiates the sourcing process.
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/nego-with-suppliers-through-qual.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/nego-with-suppliers-through-qual.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/sourcing-procurement-operations/task/nego-with-suppliers-through-qual.html	zurich	Set up negotiations with suppliers and manage qualifications in playbook	Work on a negotiation setup playbook to manage qualification work, and review the sourcing requests, suppliers, and purchase lines, all within the premises of a sourcing event.	[]	[ "Finance and Supply Chain", "Sourcing and Procurement Operations", "Exploring Sourcing and Procurement Operations", "Source-to-Pay Workspace", "Working with Sourcing and Procurement Operations playbooks in the Source-to-Pay Workspace", "Sourcing intake guided experience with playbooks" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/task/nego-with-suppliers-through-qual.html" id="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/task/nego-with-suppliers-through-qual.html"><body id="nego-with-suppliers-through-qual"><main role="main"><article role="article" class="dita" id="nego-with-suppliers-through-qual" aria-labelledby="title_nego-with-suppliers-through-qual"> <h1 class="title topictitle1" id="title_nego-with-suppliers-through-qual">Set up negotiations with suppliers and manage qualifications in playbook</h1> <div class="body taskbody"><p class="shortdesc">Work on a negotiation setup playbook to manage qualification work, and review the sourcing requests, suppliers, and purchase lines, all within the premises of a sourcing event.</p> <section class="section prereq"><div class="tasklabel"><p class="sectiontitle tasklabel">Before you begin</p></div> <p class="p">Role required: Sourcing manager</p> <p class="p">Ensure that you’ve selected the appropriate sourcing approach. For details, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/task/select-sourcing-approach.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/select-sourcing-approach.html" class="xref" title="Decide if you want to negotiate with suppliers right away, or skip this step and start qualifying the sourcing request instead. You can perform these actions from the Sourcing approach section of the sourcing intake playbook.">Select a sourcing approach in playbook</a>.</p> </section> <section><div class="tasklabel"><p class="sectiontitle tasklabel">Procedure</p></div><ol class="ol steps"><li class="li step stepexpand"> <span class="ph cmd">Under Manage qualification work, review all the cases and tasks related to this sourcing event.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Do one of these actions.</span> <div class="table-wrap"><table count-columns="2" border="1" frame="hsides" rules="rows" cellpadding="4" cellspacing="0" summary="" class="simpletable choicetable choicetableborder" id="nego-with-suppliers-through-qual__choicetable_drb_mxq_flb"><colgroup><col style="width:50%"/><col style="width:50%"/></colgroup><thead class="thead"><tr class="sthead chhead"><th scope="col" class="stentry choptionhd" style="vertical-align:bottom;text-align:left;">Decision</th><th scope="col" class="stentry chdeschd" style="vertical-align:bottom;text-align:left;">Action</th></tr></thead><tbody><tr class="strow chrow"> <td style="vertical-align:top;" headers="d191036e65-option" id="d191036e78" class="stentry choption">Create a type of work</td> <td style="vertical-align:top;" class="stentry chdesc">On the Create a type of work pop-up window, select the required case or task, and add it to the sourcing event.</td> </tr><tr class="strow chrow"> <td style="vertical-align:top;" headers="d191036e65-option" id="d191036e87" class="stentry choption">Complete qualification</td> <td style="vertical-align:top;" class="stentry chdesc">Completes the qualification.<div class="note note note_note"><span class="note__title">Note:</span> The procurement cases must be in the Closed Completed state for you to complete the qualification.</div></td> </tr></tbody></table></div> </li><li class="li step stepexpand"> <span class="ph cmd">After qualification is complete, do one of these actions.</span> <div class="itemgroup info">You can continue sourcing this request by adding pricing to this record. If you want pricing for additional items or suppliers, use a sourcing event instead.</div> <div class="table-wrap"><table count-columns="2" border="1" frame="hsides" rules="rows" cellpadding="4" cellspacing="0" summary="" class="simpletable choicetable choicetableborder" id="nego-with-suppliers-through-qual__choicetable_zgc_2dn_11c"><colgroup><col style="width:50%"/><col style="width:50%"/></colgroup><thead class="thead"><tr class="sthead chhead"><th scope="col" class="stentry choptionhd" style="vertical-align:bottom;text-align:left;">Decision</th><th scope="col" class="stentry chdeschd" style="vertical-align:bottom;text-align:left;">Action</th></tr></thead><tbody><tr class="strow chrow"> <td style="vertical-align:top;" headers="d191036e106-option" id="d191036e119" class="stentry choption">Add to a new sourcing event</td> <td style="vertical-align:top;" class="stentry chdesc">To source the request by itself or with a new group of similar requests, add to a new sourcing event and update the details of this sourcing event.</td> </tr><tr class="strow chrow"> <td style="vertical-align:top;" headers="d191036e106-option" id="d191036e128" class="stentry choption">Add to an existing sourcing event</td> <td style="vertical-align:top;" class="stentry chdesc">To source with an existing group of requests, select an existing sourcing event from the list.</td> </tr><tr class="strow chrow"> <td style="vertical-align:top;" headers="d191036e106-option" id="d191036e137" class="stentry choption">Add pricing to this record</td> <td style="vertical-align:top;" class="stentry chdesc">Continue sourcing this request by adding pricing to this record.</td> </tr></tbody></table></div> </li><li class="li step stepexpand"> <span class="ph cmd">If you’ve added the sourcing request to a new or existing sourcing event, select <span class="ph uicontrol">Go to sourcing event</span>.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Review the details of the sourcing requests within this sourcing event.</span> </li><li class="li step stepexpand">(Optional) <span class="ph cmd">Select <span class="ph uicontrol">Add sourcing requests</span> if you want to add more similar sourcing requests to this sourcing event.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Select <span class="ph uicontrol">Continue</span>.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Review the details of the suppliers within this sourcing event.</span> </li><li class="li step stepexpand">(Optional) <span class="ph cmd">Select <span class="ph uicontrol">Add suppliers</span> if you want to add more suppliers to this sourcing event.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Select <span class="ph uicontrol">Continue</span>.</span> <div class="itemgroup info">Adding a sourcing request or supplier auto-creates purchase lines and creates a new negotiation record to manage negotiation activities for that specific supplier.</div> </li><li class="li step stepexpand"> <span class="ph cmd">Review the details of the purchase lines within this sourcing event.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Select <span class="ph uicontrol">Continue</span>.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Manage qualification work, as described in steps 1 and 2.</span> </li></ol></section> </div> <nav role="navigation"></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Sourcing and Procurement Operations", "topic_id": "product/sourcing-procurement-operations/concept/psm-overview.html" }, { "title": "Exploring Sourcing and Procurement 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Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/psm-overview.html\">Sourcing and Procurement Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/exploring-spo.html\">Exploring Sourcing and Procurement Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/procurement-specialist-workspace.html\">Source-to-Pay Workspace</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a 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"2025-08-05T13:11:54.216332Z", "Created on": "2023-07-20T00:00:00Z", "Initial upload": "2025-07-30T22:25:52.095402Z", "Updated on": "2025-07-31T00:00:00Z" }, "dislike_url": "https://servicenow-be-prod.servicenow.com/dislike/55688675", "dislikes": 0, "es_archived_content": false, "is_in_fav": false, "is_liked": null, "is_watched": false, "keywords": [ " zurich zurich" ], "labels": [ { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "zurich", "navtitle": "Zurich", "outputclasses": [], "subjectHeadId": "versions", "subjectheadNavtitle": "Versions", "visibility": "show-facet" }, { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "spoo", "navtitle": "Sourcing and Procurement Operations", "outputclasses": [], "subjectHeadId": "products", "subjectheadNavtitle": "Products", "visibility": "show-facet" } ], "labels_text": "Versions > Zurich; Products > Finance and Supply Chain > Sourcing and Procurement Operations", "like_url": 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class=\"dita\" id=\"nego-with-suppliers-through-qual\" aria-labelledby=\"title_nego-with-suppliers-through-qual\">\n <h1 class=\"title topictitle1\" id=\"title_nego-with-suppliers-through-qual\">Set up negotiations with suppliers and manage qualifications in playbook</h1>\n \n \n <div class=\"body taskbody\"><p class=\"shortdesc\">Work on a negotiation setup playbook to manage qualification work, and review the sourcing requests, suppliers, and purchase lines, all within the premises of a sourcing event.</p>\n <section class=\"section prereq\"><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">Before you begin</p></div>\n <p class=\"p\">Role required: Sourcing manager</p>\n <p class=\"p\">Ensure that you’ve selected the appropriate sourcing approach. For details, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/task/select-sourcing-approach.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/select-sourcing-approach.html\" class=\"xref\" title=\"Decide if you want to negotiate with suppliers right away, or skip this step and start qualifying the sourcing request instead. You can perform these actions from the Sourcing approach section of the sourcing intake playbook.\">Select a sourcing approach in playbook</a>.</p>\n </section>\n <section><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">Procedure</p></div><ol class=\"ol steps\"><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Under Manage qualification work, review all the cases and tasks related to this sourcing event.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Do one of these actions.</span>\n <div class=\"table-wrap\"><table count-columns=\"2\" border=\"1\" frame=\"hsides\" rules=\"rows\" cellpadding=\"4\" cellspacing=\"0\" summary=\"\" class=\"simpletable choicetable choicetableborder\" id=\"nego-with-suppliers-through-qual__choicetable_drb_mxq_flb\"><colgroup><col style=\"width:50%\"/><col style=\"width:50%\"/></colgroup><thead class=\"thead\"><tr class=\"sthead chhead\"><th scope=\"col\" class=\"stentry choptionhd\" style=\"vertical-align:bottom;text-align:left;\">Decision</th><th scope=\"col\" class=\"stentry chdeschd\" style=\"vertical-align:bottom;text-align:left;\">Action</th></tr></thead><tbody><tr class=\"strow chrow\">\n <td style=\"vertical-align:top;\" headers=\"d191036e65-option\" id=\"d191036e78\" class=\"stentry choption\">Create a type of work</td>\n <td style=\"vertical-align:top;\" class=\"stentry chdesc\">On the Create a type of work pop-up window, select the required case or task, and add it to the sourcing event.</td>\n </tr><tr class=\"strow chrow\">\n <td style=\"vertical-align:top;\" headers=\"d191036e65-option\" id=\"d191036e87\" class=\"stentry choption\">Complete qualification</td>\n <td style=\"vertical-align:top;\" class=\"stentry chdesc\">Completes the qualification.<div class=\"note note note_note\"><span class=\"note__title\">Note:</span> The procurement cases must be in the Closed Completed state for you to complete the qualification.</div></td>\n </tr></tbody></table></div>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">After qualification is complete, do one of these actions.</span>\n <div class=\"itemgroup info\">You can continue sourcing this request by adding pricing to this record. If you want pricing for additional items or suppliers, use a sourcing event instead.</div>\n <div class=\"table-wrap\"><table count-columns=\"2\" border=\"1\" frame=\"hsides\" rules=\"rows\" cellpadding=\"4\" cellspacing=\"0\" summary=\"\" class=\"simpletable choicetable choicetableborder\" id=\"nego-with-suppliers-through-qual__choicetable_zgc_2dn_11c\"><colgroup><col style=\"width:50%\"/><col style=\"width:50%\"/></colgroup><thead class=\"thead\"><tr class=\"sthead chhead\"><th scope=\"col\" class=\"stentry choptionhd\" style=\"vertical-align:bottom;text-align:left;\">Decision</th><th scope=\"col\" class=\"stentry chdeschd\" style=\"vertical-align:bottom;text-align:left;\">Action</th></tr></thead><tbody><tr class=\"strow chrow\">\n <td style=\"vertical-align:top;\" headers=\"d191036e106-option\" id=\"d191036e119\" class=\"stentry choption\">Add to a new sourcing event</td>\n <td style=\"vertical-align:top;\" class=\"stentry chdesc\">To source the request by itself or with a new group of similar requests, add to a new sourcing event and update the details of this sourcing event.</td>\n </tr><tr class=\"strow chrow\">\n <td style=\"vertical-align:top;\" headers=\"d191036e106-option\" id=\"d191036e128\" class=\"stentry choption\">Add to an existing sourcing event</td>\n <td style=\"vertical-align:top;\" class=\"stentry chdesc\">To source with an existing group of requests, select an existing sourcing event from the list.</td>\n </tr><tr class=\"strow chrow\">\n <td style=\"vertical-align:top;\" headers=\"d191036e106-option\" id=\"d191036e137\" class=\"stentry choption\">Add pricing to this record</td>\n <td style=\"vertical-align:top;\" class=\"stentry chdesc\">Continue sourcing this request by adding pricing to this record.</td>\n </tr></tbody></table></div>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">If you’ve added the sourcing request to a new or existing sourcing event, select <span class=\"ph uicontrol\">Go to sourcing event</span>.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Review the details of the sourcing requests within this sourcing event.</span>\n </li><li class=\"li step stepexpand\">(Optional) \n <span class=\"ph cmd\">Select <span class=\"ph uicontrol\">Add sourcing requests</span> if you want to add more similar sourcing requests to this sourcing event.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select <span class=\"ph uicontrol\">Continue</span>.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Review the details of the suppliers within this sourcing event.</span>\n </li><li class=\"li step stepexpand\">(Optional) \n <span class=\"ph cmd\">Select <span class=\"ph uicontrol\">Add suppliers</span> if you want to add more suppliers to this sourcing event.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select <span class=\"ph uicontrol\">Continue</span>.</span>\n <div class=\"itemgroup info\">Adding a sourcing request or supplier auto-creates purchase lines and creates a new negotiation record to manage negotiation activities for that specific supplier.</div>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Review the details of the purchase lines within this sourcing event.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select <span class=\"ph uicontrol\">Continue</span>.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Manage qualification work, as described in steps 1 and 2.</span>\n </li></ol></section>\n </div>\n<nav role=\"navigation\"></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Set up negotiations with suppliers and manage qualifications in playbook Work on a negotiation setup playbook to manage qualification work, and review the sourcing requests, suppliers, and purchase lines, all within the premises of a sourcing event. ## Before you begin Role required: Sourcing manager Ensure that you’ve selected the appropriate sourcing approach. For details, see Select a sourcing approach in playbook. ## Procedure 1. Under Manage qualification work, review all the cases and tasks related to this sourcing event. 2. Do one of these actions. \| Decision \| Action \| \| --- \| --- \| \| Create a type of work \| On the Create a type of work pop-up window, select the required case or task, and add it to the sourcing event. \| \| Complete qualification \| Completes the qualification.Note: The procurement cases must be in the Closed Completed state for you to complete the qualification. \| 3. After qualification is complete, do one of these actions. You can continue sourcing this request by adding pricing to this record. If you want pricing for additional items or suppliers, use a sourcing event instead. \| Decision \| Action \| \| --- \| --- \| \| Add to a new sourcing event \| To source the request by itself or with a new group of similar requests, add to a new sourcing event and update the details of this sourcing event. \| \| Add to an existing sourcing event \| To source with an existing group of requests, select an existing sourcing event from the list. \| \| Add pricing to this record \| Continue sourcing this request by adding pricing to this record. \| 4. If you’ve added the sourcing request to a new or existing sourcing event, select Go to sourcing event. 5. Review the details of the sourcing requests within this sourcing event. 6. (Optional) Select Add sourcing requests if you want to add more similar sourcing requests to this sourcing event. 7. Select Continue. 8. Review the details of the suppliers within this sourcing event. 9. (Optional) Select Add suppliers if you want to add more suppliers to this sourcing event. 10. Select Continue. Adding a sourcing request or supplier auto-creates purchase lines and creates a new negotiation record to manage negotiation activities for that specific supplier. 11. Review the details of the purchase lines within this sourcing event. 12. Select Continue. 13. Manage qualification work, as described in steps 1 and 2.	--- title: Set up negotiations with suppliers and manage qualifications in playbook description: Work on a negotiation setup playbook to manage qualification work, and review the sourcing requests, suppliers, and purchase lines, all within the premises of a sourcing event. keywords: [] breadcrumbs: - Finance and Supply Chain - Sourcing and Procurement Operations - Exploring Sourcing and Procurement Operations - Source-to-Pay Workspace - Working with Sourcing and Procurement Operations playbooks in the Source-to-Pay Workspace - Sourcing intake guided experience with playbooks --- # Set up negotiations with suppliers and manage qualifications in playbook Work on a negotiation setup playbook to manage qualification work, and review the sourcing requests, suppliers, and purchase lines, all within the premises of a sourcing event. ## Before you begin Role required: Sourcing manager Ensure that you’ve selected the appropriate sourcing approach. For details, see Select a sourcing approach in playbook. ## Procedure 1. Under Manage qualification work, review all the cases and tasks related to this sourcing event. 2. Do one of these actions. \| Decision \| Action \| \| --- \| --- \| \| Create a type of work \| On the Create a type of work pop-up window, select the required case or task, and add it to the sourcing event. \| \| Complete qualification \| Completes the qualification.Note: The procurement cases must be in the Closed Completed state for you to complete the qualification. \| 3. After qualification is complete, do one of these actions. You can continue sourcing this request by adding pricing to this record. If you want pricing for additional items or suppliers, use a sourcing event instead. \| Decision \| Action \| \| --- \| --- \| \| Add to a new sourcing event \| To source the request by itself or with a new group of similar requests, add to a new sourcing event and update the details of this sourcing event. \| \| Add to an existing sourcing event \| To source with an existing group of requests, select an existing sourcing event from the list. \| \| Add pricing to this record \| Continue sourcing this request by adding pricing to this record. \| 4. If you’ve added the sourcing request to a new or existing sourcing event, select Go to sourcing event. 5. Review the details of the sourcing requests within this sourcing event. 6. (Optional) Select Add sourcing requests if you want to add more similar sourcing requests to this sourcing event. 7. Select Continue. 8. Review the details of the suppliers within this sourcing event. 9. (Optional) Select Add suppliers if you want to add more suppliers to this sourcing event. 10. Select Continue. Adding a sourcing request or supplier auto-creates purchase lines and creates a new negotiation record to manage negotiation activities for that specific supplier. 11. Review the details of the purchase lines within this sourcing event. 12. Select Continue. 13. Manage qualification work, as described in steps 1 and 2.
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/report-savings-pipeline.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/report-savings-pipeline.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/sourcing-procurement-operations/task/report-savings-pipeline.html	zurich	Report savings when awarding a supplier	When awarding a supplier, enter the spend and savings data for the sourcing event associated with the pipeline project.	[]	[ "Finance and Supply Chain", "Sourcing and Procurement Operations", "Using Sourcing and Procurement Operations", "Using Sourcing Pipeline Management" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/task/report-savings-pipeline.html" id="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/task/report-savings-pipeline.html"><body id="report-savings-pipeline"><main role="main"><article role="article" class="dita" id="report-savings-pipeline" aria-labelledby="title_report-savings-pipeline"> <h1 class="title topictitle1" id="title_report-savings-pipeline">Report savings when awarding a supplier</h1> <div class="body taskbody"><p class="shortdesc">When awarding a supplier, enter the spend and savings data for the sourcing event associated with the pipeline project.</p> <section class="section prereq" id="report-savings-pipeline__task-prereq"><div class="tasklabel"><p class="sectiontitle tasklabel">Before you begin</p></div> <p class="p">Role required: admin</p> </section> <section class="section context" id="report-savings-pipeline__context_skz_nwf_zfc"><div class="tasklabel"><p class="sectiontitle tasklabel">About this task</p></div> <p class="p">The sourcing event that you plan to work on, and all its associated negotiations, sourcing requests, and purchase lines must be in the Requires Decision state. When negotiations are complete for a sourcing event, you can award one or more suppliers. Awarding suppliers creates purchase requisitions for the selected suppliers and items.</p> </section> <section id="report-savings-pipeline__steps_msj_kxf_zfc"><div class="tasklabel"><p class="sectiontitle tasklabel">Procedure</p></div><ol class="ol steps" id="report-savings-pipeline__steps_msj_kxf_zfc"><li class="li step stepexpand"> <span class="ph cmd">Navigate to <span class="ph menucascade"><span class="ph uicontrol">Source-to-Pay Workspace</span></span>.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Select the list icon (<img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/../../supplier-lifecycle-operations/image/cases-list-icon.png?_LANG=enus" class="image icon" id="report-savings-pipeline__image_gkc_x5f_zfc" alt="List icon."/>) and do one of the following:</span> <div class="itemgroup info"> <ul class="ul" id="report-savings-pipeline__ul_dwq_tzd_wfc"> <li class="li">Navigate to <span class="ph menucascade"><span class="ph uicontrol">Lists</span><abbr> > </abbr><span class="ph uicontrol">My work</span><abbr> > </abbr><span class="ph uicontrol">Sourcing events</span></span>.</li> <li class="li">Navigate to <span class="ph menucascade"><span class="ph uicontrol">Lists</span><abbr> > </abbr><span class="ph uicontrol">All work</span><abbr> > </abbr><span class="ph uicontrol">Sourcing events</span></span>.</li> </ul> </div> </li><li class="li step stepexpand"> <span class="ph cmd">Open the sourcing event that is in Requires Decision state.</span> <div class="itemgroup info"><img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/../image/pipeline-award-option.png?_LANG=enus" class="image" id="report-savings-pipeline__image_qvl_1xf_zfc" alt="Award option for a pipeline project."/></div> </li><li class="li step stepexpand"> <span class="ph cmd">Select <span class="ph uicontrol">Award</span>.</span> <div class="itemgroup info">The Award to a supplier dialog box is displayed.</div> </li><li class="li step stepexpand"> <span class="ph cmd">In the <span class="ph uicontrol">Supplier</span> field, select a supplier, and then select <span class="ph uicontrol">Next</span>.</span> <div class="itemgroup info"> <p class="p"><img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/../image/pipeline-award-supplier-select.png?_LANG=enus" class="image" id="report-savings-pipeline__image_tqf_2yf_zfc" alt="Select a supplier."/></p> </div> </li><li class="li step stepexpand"> <span class="ph cmd">Enter the spend and savings data in the <span class="ph uicontrol">Final spend</span>, <span class="ph uicontrol">Cost avoidance</span>, <span class="ph uicontrol">Lost savings</span>, and <span class="ph uicontrol">Other savings</span> fields.</span> <div class="itemgroup info"><img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/../image/pipeline-award-supplier-financials.png?_LANG=enus" class="image" id="report-savings-pipeline__image_fzl_txf_zfc" alt="Enter spend and savings data for the pipeline project."/><div class="note note note_note"><span class="note__title">Note:</span> The Review financials modal is displayed only if the sourcing event is associated with a pipeline project.</div><p class="p">The <span class="ph uicontrol">Hard savings</span> field is auto-populated and displays the cumulative savings from all sourcing events associated with the pipeline project. This value is calculated by summing the Negotiated savings from all closed purchase requisition lines (PRLs) within the sourcing events.</p><p class="p">You can edit the <span class="ph uicontrol">Hard savings</span> field if you’d like. If you edit the <span class="ph uicontrol">Hard savings</span> field, a warning message appears indicating that the entered value differs from the cumulative negotiated savings on PRLs. This warning is shown only if there are negotiated savings on any PRL.</p></div> </li><li class="li step stepexpand"> <span class="ph cmd">Select <span class="ph uicontrol">Submit</span>.</span> </li></ol></section> </div> <nav role="navigation"></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Sourcing and Procurement Operations", "topic_id": "product/sourcing-procurement-operations/concept/psm-overview.html" }, { "title": "Using Sourcing and Procurement Operations", "topic_id": "product/sourcing-procurement-operations/concept/using-spo.html" }, { "title": "Using Sourcing Pipeline Management", "topic_id": "product/sourcing-procurement-operations/concept/use-pipeline-sourcing-mgmt.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations\">Zurich Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/finance-supply-chain-landing.html\">Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/psm-overview.html\">Sourcing and Procurement Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/using-spo.html\">Using Sourcing and Procurement Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/use-pipeline-sourcing-mgmt.html\">Using Sourcing Pipeline Management</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">Report savings when awarding a supplier</span>", "bundle_id": "zurich-source-to-pay-operations", "bundle_key": 2735, "bundle_landing_page": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html", "bundle_subtitle": null, "bundle_title": "Zurich Finance and Supply Chain", "canonical_link": null, "dates": { "Added on": "2025-08-05T13:11:54.216332Z", "Created on": "2025-07-14T00:00:00Z", "Initial upload": "2025-07-30T22:25:52.095402Z", "Updated on": "2025-07-31T00:00:00Z" }, "dislike_url": "https://servicenow-be-prod.servicenow.com/dislike/55688696", "dislikes": 0, "es_archived_content": false, "is_in_fav": false, "is_liked": null, "is_watched": false, "keywords": [ " zurich zurich" ], "labels": [ { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "zurich", "navtitle": "Zurich", "outputclasses": [], "subjectHeadId": "versions", "subjectheadNavtitle": "Versions", "visibility": "show-facet" }, { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "spoo", "navtitle": "Sourcing and Procurement Operations", "outputclasses": [], "subjectHeadId": "products", "subjectheadNavtitle": "Products", "visibility": "show-facet" } ], "labels_text": "Versions > Zurich; 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When negotiations are complete for a sourcing event, you can\n award one or more suppliers. Awarding suppliers creates purchase requisitions for the selected suppliers and items.</p>\n </section>\n <section id=\"report-savings-pipeline__steps_msj_kxf_zfc\"><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">Procedure</p></div><ol class=\"ol steps\" id=\"report-savings-pipeline__steps_msj_kxf_zfc\"><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Navigate to <span class=\"ph menucascade\"><span class=\"ph uicontrol\">Source-to-Pay Workspace</span></span>.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select the list icon (<img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/../../supplier-lifecycle-operations/image/cases-list-icon.png?_LANG=enus\" class=\"image icon\" id=\"report-savings-pipeline__image_gkc_x5f_zfc\" alt=\"List icon.\"/>) and do one of the following:</span>\n <div class=\"itemgroup info\">\n <ul class=\"ul\" id=\"report-savings-pipeline__ul_dwq_tzd_wfc\">\n <li class=\"li\">Navigate to <span class=\"ph menucascade\"><span class=\"ph uicontrol\">Lists</span><abbr> > </abbr><span class=\"ph uicontrol\">My work</span><abbr> > </abbr><span class=\"ph uicontrol\">Sourcing events</span></span>.</li>\n <li class=\"li\">Navigate to <span class=\"ph menucascade\"><span class=\"ph uicontrol\">Lists</span><abbr> > </abbr><span class=\"ph uicontrol\">All work</span><abbr> > </abbr><span class=\"ph uicontrol\">Sourcing events</span></span>.</li>\n </ul>\n </div>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Open the sourcing event that is in Requires Decision state.</span>\n <div class=\"itemgroup info\"><img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/../image/pipeline-award-option.png?_LANG=enus\" class=\"image\" id=\"report-savings-pipeline__image_qvl_1xf_zfc\" alt=\"Award option for a pipeline project.\"/></div>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select <span class=\"ph uicontrol\">Award</span>.</span>\n <div class=\"itemgroup info\">The Award to a supplier dialog box is displayed.</div>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">In the <span class=\"ph uicontrol\">Supplier</span> field, select a supplier, and then select <span class=\"ph uicontrol\">Next</span>.</span>\n <div class=\"itemgroup info\">\n <p class=\"p\"><img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/../image/pipeline-award-supplier-select.png?_LANG=enus\" class=\"image\" id=\"report-savings-pipeline__image_tqf_2yf_zfc\" alt=\"Select a supplier.\"/></p>\n </div>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Enter the spend and savings data in the <span class=\"ph uicontrol\">Final spend</span>, <span class=\"ph uicontrol\">Cost avoidance</span>, <span class=\"ph uicontrol\">Lost savings</span>, and <span class=\"ph uicontrol\">Other savings</span> fields.</span>\n <div class=\"itemgroup info\"><img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/../image/pipeline-award-supplier-financials.png?_LANG=enus\" class=\"image\" id=\"report-savings-pipeline__image_fzl_txf_zfc\" alt=\"Enter spend and savings data for the pipeline project.\"/><div class=\"note note note_note\"><span class=\"note__title\">Note:</span> The Review financials modal is displayed only if the sourcing event is associated with a pipeline project.</div><p class=\"p\">The <span class=\"ph uicontrol\">Hard savings</span> field is auto-populated and displays the\n cumulative savings from all sourcing events associated with the pipeline project. This value is calculated by summing the Negotiated savings from all closed purchase requisition lines (PRLs) within the sourcing\n events.</p><p class=\"p\">You can edit the <span class=\"ph uicontrol\">Hard savings</span> field if you’d like. If you edit the <span class=\"ph uicontrol\">Hard savings</span> field, a warning message appears indicating that the entered value differs\n from the cumulative negotiated savings on PRLs. This warning is shown only if there are negotiated savings on any PRL.</p></div>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select <span class=\"ph uicontrol\">Submit</span>.</span>\n </li></ol></section>\n </div>\n<nav role=\"navigation\"></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Report savings when awarding a supplier When awarding a supplier, enter the spend and savings data for the sourcing event associated with the pipeline project. ## Before you begin Role required: admin ## About this task The sourcing event that you plan to work on, and all its associated negotiations, sourcing requests, and purchase lines must be in the Requires Decision state. When negotiations are complete for a sourcing event, you can award one or more suppliers. Awarding suppliers creates purchase requisitions for the selected suppliers and items. ## Procedure 1. Navigate to Source-to-Pay Workspace. 2. Select the list icon () and do one of the following: * Navigate to Lists > My work > Sourcing events. * Navigate to Lists > All work > Sourcing events. 3. Open the sourcing event that is in Requires Decision state. 4. Select Award. The Award to a supplier dialog box is displayed. 5. In the Supplier field, select a supplier, and then select Next. 6. Enter the spend and savings data in the Final spend, Cost avoidance, Lost savings, and Other savings fields. Note: The Review financials modal is displayed only if the sourcing event is associated with a pipeline project. The Hard savings field is auto-populated and displays the cumulative savings from all sourcing events associated with the pipeline project. This value is calculated by summing the Negotiated savings from all closed purchase requisition lines (PRLs) within the sourcing events. You can edit the Hard savings field if you’d like. If you edit the Hard savings field, a warning message appears indicating that the entered value differs from the cumulative negotiated savings on PRLs. This warning is shown only if there are negotiated savings on any PRL. 7. Select Submit.	--- title: Report savings when awarding a supplier description: When awarding a supplier, enter the spend and savings data for the sourcing event associated with the pipeline project. keywords: [] breadcrumbs: - Finance and Supply Chain - Sourcing and Procurement Operations - Using Sourcing and Procurement Operations - Using Sourcing Pipeline Management --- # Report savings when awarding a supplier When awarding a supplier, enter the spend and savings data for the sourcing event associated with the pipeline project. ## Before you begin Role required: admin ## About this task The sourcing event that you plan to work on, and all its associated negotiations, sourcing requests, and purchase lines must be in the Requires Decision state. When negotiations are complete for a sourcing event, you can award one or more suppliers. Awarding suppliers creates purchase requisitions for the selected suppliers and items. ## Procedure 1. Navigate to Source-to-Pay Workspace. 2. Select the list icon () and do one of the following: * Navigate to Lists > My work > Sourcing events. * Navigate to Lists > All work > Sourcing events. 3. Open the sourcing event that is in Requires Decision state. 4. Select Award. The Award to a supplier dialog box is displayed. 5. In the Supplier field, select a supplier, and then select Next. 6. Enter the spend and savings data in the Final spend, Cost avoidance, Lost savings, and Other savings fields. Note: The Review financials modal is displayed only if the sourcing event is associated with a pipeline project. The Hard savings field is auto-populated and displays the cumulative savings from all sourcing events associated with the pipeline project. This value is calculated by summing the Negotiated savings from all closed purchase requisition lines (PRLs) within the sourcing events. You can edit the Hard savings field if you’d like. If you edit the Hard savings field, a warning message appears indicating that the entered value differs from the cumulative negotiated savings on PRLs. This warning is shown only if there are negotiated savings on any PRL. 7. Select Submit.
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/select-sourcing-approach.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/select-sourcing-approach.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/sourcing-procurement-operations/task/select-sourcing-approach.html	zurich	Select a sourcing approach in playbook	Decide if you want to negotiate with suppliers right away, or skip this step and start qualifying the sourcing request instead. You can perform these actions from the Sourcing approach section of the sourcing intake playbook.	[]	[ "Finance and Supply Chain", "Sourcing and Procurement Operations", "Exploring Sourcing and Procurement Operations", "Source-to-Pay Workspace", "Working with Sourcing and Procurement Operations playbooks in the Source-to-Pay Workspace", "Sourcing intake guided experience with playbooks" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/task/select-sourcing-approach.html" id="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/task/select-sourcing-approach.html"><body id="select-sourcing-approach"><main role="main"><article role="article" class="dita" id="select-sourcing-approach" aria-labelledby="title_select-sourcing-approach"> <h1 class="title topictitle1" id="title_select-sourcing-approach">Select a sourcing approach in playbook</h1> <div class="body taskbody"><p class="shortdesc">Decide if you want to negotiate with suppliers right away, or skip this step and start qualifying the sourcing request instead. You can perform these actions from the Sourcing approach section of the sourcing intake playbook.</p> <section class="section prereq"><div class="tasklabel"><p class="sectiontitle tasklabel">Before you begin</p></div> <p class="p">Role required: Sourcing manager</p> <p class="p">Ensure that you have complete clarity on the sourcing request by reviewing the intake details, purchase lines, and approvals, and requesting clarification on the request, if necessary. For details, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/task/review-details-request-clari-sr.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/review-details-request-clari-sr.html" class="xref" title="Get complete clarity on a sourcing request by reviewing the intake details, purchase lines, and approvals, and requesting clarification on the request, if necessary. You can perform these actions from the Request details section of the sourcing intake playbook.">Review details and request clarification on a sourcing request in playbook</a>.</p> </section> <section><div class="tasklabel"><p class="sectiontitle tasklabel">Procedure</p></div><ol class="ol steps"><li class="li step stepexpand"> <span class="ph cmd">Perform steps 1 through 11, as documented in <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/task/review-details-request-clari-sr.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/review-details-request-clari-sr.html" class="xref" title="Get complete clarity on a sourcing request by reviewing the intake details, purchase lines, and approvals, and requesting clarification on the request, if necessary. You can perform these actions from the Request details section of the sourcing intake playbook.">Review details and request clarification on a sourcing request in playbook</a>.</span> </li><li class="li step stepexpand"> <span class="ph cmd">In the Sourcing approach section, choose to negotiate with suppliers right away, or skip this step and start qualifying the sourcing request instead.</span> <div class="itemgroup info"> <p class="p">In case of the former, you can add the sourcing request to an exiting or new sourcing event as required, before working with the sourcing event, as documented in <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/task/nego-with-suppliers-through-qual.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/nego-with-suppliers-through-qual.html" class="xref" title="Work on a negotiation setup playbook to manage qualification work, and review the sourcing requests, suppliers, and purchase lines, all within the premises of a sourcing event.">Set up negotiations with suppliers and manage qualifications in playbook</a>.</p> <p class="p">In case of the latter, you have the option to work on negotiations after the qualification is complete.</p> </div> </li><li class="li step stepexpand"> <span class="ph cmd">Do one of these actions.</span> <div class="table-wrap"><table count-columns="2" border="1" frame="hsides" rules="rows" cellpadding="4" cellspacing="0" summary="" class="simpletable choicetable choicetableborder" id="select-sourcing-approach__choicetable_drb_mxq_flb"><colgroup><col style="width:50%"/><col style="width:50%"/></colgroup><thead class="thead"><tr class="sthead chhead"><th scope="col" class="stentry choptionhd" style="vertical-align:bottom;text-align:left;">Decision</th><th scope="col" class="stentry chdeschd" style="vertical-align:bottom;text-align:left;">Action</th></tr></thead><tbody><tr class="strow chrow"> <td style="vertical-align:top;" headers="d204181e94-option" id="d204181e107" class="stentry choption">Add to an existing sourcing event</td> <td style="vertical-align:top;" class="stentry chdesc">To source with an existing group of requests, select an existing sourcing event from the list.<p class="p">The <span class="ph uicontrol">Supplier response close</span> field is auto-populated with the supplier response close date specified in the existing sourcing event that you're adding the sourcing request to.</p></td> </tr><tr class="strow chrow"> <td style="vertical-align:top;" headers="d204181e94-option" id="d204181e121" class="stentry choption">Add to a new sourcing event</td> <td style="vertical-align:top;" class="stentry chdesc">To source the request by itself or with a new group of similar requests, add to a new sourcing event and update the details of this sourcing event.<p class="p">The supplier response close date specified in the sourcing request is auto-populated in the <span class="ph uicontrol">Supplier response close</span> field. If the sourcing manager changes the supplier response deadline for a new sourcing event, the sourcing request also reflects this updated date.</p></td> </tr><tr class="strow chrow"> <td style="vertical-align:top;" headers="d204181e94-option" id="d204181e135" class="stentry choption">Continue</td> <td style="vertical-align:top;" class="stentry chdesc">Skip negotiating and start qualifying the sourcing request.<p class="p">For more information about the qualification process, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/reference/supplier-qualification.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/supplier-qualification.html" class="xref" title="As a procurement specialist or Procurement Case Management (PCM) agent, you would want to engage with suppliers who are qualified to fulfill your organization's purchasing needs.">Supplier qualification</a>.</p></td> </tr></tbody></table></div> </li></ol></section> <section class="section postreq" id="select-sourcing-approach__postreq_qn4_gzf_2yb"><div class="tasklabel"><p class="sectiontitle tasklabel">What to do next</p></div> <p class="p">Work on a negotiation setup playbook to manage qualification work, and review the sourcing requests, suppliers, and purchase lines, all within the premises of a sourcing event. For details, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/task/nego-with-suppliers-through-qual.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/nego-with-suppliers-through-qual.html" class="xref" title="Work on a negotiation setup playbook to manage qualification work, and review the sourcing requests, suppliers, and purchase lines, all within the premises of a sourcing event.">Set up negotiations with suppliers and manage qualifications in playbook</a>.</p> </section> </div> <nav role="navigation"></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Sourcing and Procurement Operations", "topic_id": "product/sourcing-procurement-operations/concept/psm-overview.html" }, { "title": "Exploring Sourcing and Procurement Operations", "topic_id": "product/sourcing-procurement-operations/concept/exploring-spo.html" }, { "title": "Source-to-Pay Workspace", "topic_id": "product/sourcing-procurement-operations/concept/procurement-specialist-workspace.html" }, { "title": "Working with Sourcing and Procurement Operations playbooks in the Source-to-Pay Workspace", "topic_id": "product/sourcing-procurement-operations/concept/work-playbooks-spo.html" }, { "title": "Sourcing intake guided experience with playbooks", "topic_id": "product/sourcing-procurement-operations/concept/sourcing-intake-guided-exp.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations\">Zurich Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/finance-supply-chain-landing.html\">Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/psm-overview.html\">Sourcing and Procurement Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/exploring-spo.html\">Exploring Sourcing and Procurement Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/procurement-specialist-workspace.html\">Source-to-Pay Workspace</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/work-playbooks-spo.html\">Working with Sourcing and Procurement Operations playbooks in the Source-to-Pay Workspace</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/concept/sourcing-intake-guided-exp.html\">Sourcing intake guided experience with playbooks</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">Select a sourcing approach in playbook</span>", "bundle_id": "zurich-source-to-pay-operations", "bundle_key": 2735, "bundle_landing_page": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html", "bundle_subtitle": null, "bundle_title": "Zurich Finance and Supply Chain", "canonical_link": null, "dates": { "Added on": "2025-08-05T13:11:54.216332Z", "Created on": "2023-07-19T00:00:00Z", "Initial upload": "2025-07-30T22:25:52.095402Z", "Updated on": "2025-07-31T00:00:00Z" }, "dislike_url": "https://servicenow-be-prod.servicenow.com/dislike/55688712", "dislikes": 0, "es_archived_content": false, "is_in_fav": false, "is_liked": null, "is_watched": false, "keywords": [ " zurich zurich" ], "labels": [ { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "zurich", "navtitle": "Zurich", "outputclasses": [], "subjectHeadId": "versions", "subjectheadNavtitle": "Versions", "visibility": "show-facet" }, { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "spoo", "navtitle": "Sourcing and Procurement Operations", "outputclasses": [], "subjectHeadId": "products", "subjectheadNavtitle": "Products", "visibility": "show-facet" } ], "labels_text": "Versions > Zurich; 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You can perform these actions from the Sourcing approach section of the sourcing intake\n playbook.</p>\n <section class=\"section prereq\"><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">Before you begin</p></div>\n <p class=\"p\">Role required: Sourcing manager</p>\n <p class=\"p\">Ensure that you have complete clarity on the sourcing request by reviewing the intake details, purchase lines, and approvals, and requesting clarification on the request, if necessary. For details, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/task/review-details-request-clari-sr.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/review-details-request-clari-sr.html\" class=\"xref\" title=\"Get complete clarity on a sourcing request by reviewing the intake details, purchase lines, and approvals, and requesting clarification on the request, if necessary. You can perform these actions from the Request details section of the sourcing intake playbook.\">Review details and request clarification on a sourcing request in playbook</a>.</p>\n </section>\n <section><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">Procedure</p></div><ol class=\"ol steps\"><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Perform steps 1 through 11, as documented in <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/task/review-details-request-clari-sr.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/review-details-request-clari-sr.html\" class=\"xref\" title=\"Get complete clarity on a sourcing request by reviewing the intake details, purchase lines, and approvals, and requesting clarification on the request, if necessary. You can perform these actions from the Request details section of the sourcing intake playbook.\">Review details and request clarification on a sourcing request in playbook</a>.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">In the Sourcing approach section, choose to negotiate with suppliers right away, or skip this step and start qualifying the sourcing request instead.</span>\n <div class=\"itemgroup info\">\n <p class=\"p\">In case of the former, you can add the sourcing request to an exiting or new sourcing event as required, before working with the sourcing event, as documented in <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/task/nego-with-suppliers-through-qual.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/nego-with-suppliers-through-qual.html\" class=\"xref\" title=\"Work on a negotiation setup playbook to manage qualification work, and review the sourcing requests, suppliers, and purchase lines, all within the premises of a sourcing event.\">Set up negotiations with suppliers and manage qualifications in playbook</a>.</p>\n <p class=\"p\">In case of the latter, you have the option to work on negotiations after the qualification is complete.</p>\n </div>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Do one of these actions.</span>\n <div class=\"table-wrap\"><table count-columns=\"2\" border=\"1\" frame=\"hsides\" rules=\"rows\" cellpadding=\"4\" cellspacing=\"0\" summary=\"\" class=\"simpletable choicetable choicetableborder\" id=\"select-sourcing-approach__choicetable_drb_mxq_flb\"><colgroup><col style=\"width:50%\"/><col style=\"width:50%\"/></colgroup><thead class=\"thead\"><tr class=\"sthead chhead\"><th scope=\"col\" class=\"stentry choptionhd\" style=\"vertical-align:bottom;text-align:left;\">Decision</th><th scope=\"col\" class=\"stentry chdeschd\" style=\"vertical-align:bottom;text-align:left;\">Action</th></tr></thead><tbody><tr class=\"strow chrow\">\n <td style=\"vertical-align:top;\" headers=\"d204181e94-option\" id=\"d204181e107\" class=\"stentry choption\">Add to an existing sourcing event</td>\n <td style=\"vertical-align:top;\" class=\"stentry chdesc\">To source with an existing group of requests, select an existing sourcing event from the list.<p class=\"p\">The <span class=\"ph uicontrol\">Supplier response close</span> field is auto-populated with the supplier response close\n date specified in the existing sourcing event that you're adding the sourcing request to.</p></td>\n </tr><tr class=\"strow chrow\">\n <td style=\"vertical-align:top;\" headers=\"d204181e94-option\" id=\"d204181e121\" class=\"stentry choption\">Add to a new sourcing event</td>\n <td style=\"vertical-align:top;\" class=\"stentry chdesc\">To source the request by itself or with a new group of similar requests, add to a new sourcing event and update the details of this sourcing event.<p class=\"p\">The supplier response close date specified in the\n sourcing request is auto-populated in the <span class=\"ph uicontrol\">Supplier response close</span> field. If the sourcing manager changes the supplier response deadline for a new sourcing event, the sourcing request\n also reflects this updated date.</p></td>\n </tr><tr class=\"strow chrow\">\n <td style=\"vertical-align:top;\" headers=\"d204181e94-option\" id=\"d204181e135\" class=\"stentry choption\">Continue</td>\n <td style=\"vertical-align:top;\" class=\"stentry chdesc\">Skip negotiating and start qualifying the sourcing request.<p class=\"p\">For more information about the qualification process, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/reference/supplier-qualification.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/reference/supplier-qualification.html\" class=\"xref\" title=\"As a procurement specialist or Procurement Case Management (PCM) agent, you would want to engage with suppliers who are qualified to fulfill your organization's purchasing needs.\">Supplier qualification</a>.</p></td>\n </tr></tbody></table></div>\n </li></ol></section>\n <section class=\"section postreq\" id=\"select-sourcing-approach__postreq_qn4_gzf_2yb\"><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">What to do next</p></div>\n <p class=\"p\">Work on a negotiation setup playbook to manage qualification work, and review the sourcing requests, suppliers, and purchase lines, all within the premises of a sourcing event. For details, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/task/nego-with-suppliers-through-qual.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/nego-with-suppliers-through-qual.html\" class=\"xref\" title=\"Work on a negotiation setup playbook to manage qualification work, and review the sourcing requests, suppliers, and purchase lines, all within the premises of a sourcing event.\">Set up negotiations with suppliers and manage qualifications in playbook</a>.</p>\n </section>\n </div>\n<nav role=\"navigation\"></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Select a sourcing approach in playbook Decide if you want to negotiate with suppliers right away, or skip this step and start qualifying the sourcing request instead. You can perform these actions from the Sourcing approach section of the sourcing intake playbook. ## Before you begin Role required: Sourcing manager Ensure that you have complete clarity on the sourcing request by reviewing the intake details, purchase lines, and approvals, and requesting clarification on the request, if necessary. For details, see Review details and request clarification on a sourcing request in playbook. ## Procedure 1. Perform steps 1 through 11, as documented in Review details and request clarification on a sourcing request in playbook. 2. In the Sourcing approach section, choose to negotiate with suppliers right away, or skip this step and start qualifying the sourcing request instead. In case of the former, you can add the sourcing request to an exiting or new sourcing event as required, before working with the sourcing event, as documented in Set up negotiations with suppliers and manage qualifications in playbook. In case of the latter, you have the option to work on negotiations after the qualification is complete. 3. Do one of these actions. \| Decision \| Action \| \| --- \| --- \| \| Add to an existing sourcing event \| To source with an existing group of requests, select an existing sourcing event from the list. The Supplier response close field is auto-populated with the supplier response close date specified in the existing sourcing event that you're adding the sourcing request to. \| \| Add to a new sourcing event \| To source the request by itself or with a new group of similar requests, add to a new sourcing event and update the details of this sourcing event. The supplier response close date specified in the sourcing request is auto-populated in the Supplier response close field. If the sourcing manager changes the supplier response deadline for a new sourcing event, the sourcing request also reflects this updated date. \| \| Continue \| Skip negotiating and start qualifying the sourcing request. For more information about the qualification process, see Supplier qualification. \| ### What to do next Work on a negotiation setup playbook to manage qualification work, and review the sourcing requests, suppliers, and purchase lines, all within the premises of a sourcing event. For details, see Set up negotiations with suppliers and manage qualifications in playbook.	--- title: Select a sourcing approach in playbook description: Decide if you want to negotiate with suppliers right away, or skip this step and start qualifying the sourcing request instead. You can perform these actions from the Sourcing approach section of the sourcing intake playbook. keywords: [] breadcrumbs: - Finance and Supply Chain - Sourcing and Procurement Operations - Exploring Sourcing and Procurement Operations - Source-to-Pay Workspace - Working with Sourcing and Procurement Operations playbooks in the Source-to-Pay Workspace - Sourcing intake guided experience with playbooks --- # Select a sourcing approach in playbook Decide if you want to negotiate with suppliers right away, or skip this step and start qualifying the sourcing request instead. You can perform these actions from the Sourcing approach section of the sourcing intake playbook. ## Before you begin Role required: Sourcing manager Ensure that you have complete clarity on the sourcing request by reviewing the intake details, purchase lines, and approvals, and requesting clarification on the request, if necessary. For details, see Review details and request clarification on a sourcing request in playbook. ## Procedure 1. Perform steps 1 through 11, as documented in Review details and request clarification on a sourcing request in playbook. 2. In the Sourcing approach section, choose to negotiate with suppliers right away, or skip this step and start qualifying the sourcing request instead. In case of the former, you can add the sourcing request to an exiting or new sourcing event as required, before working with the sourcing event, as documented in Set up negotiations with suppliers and manage qualifications in playbook. In case of the latter, you have the option to work on negotiations after the qualification is complete. 3. Do one of these actions. \| Decision \| Action \| \| --- \| --- \| \| Add to an existing sourcing event \| To source with an existing group of requests, select an existing sourcing event from the list. The Supplier response close field is auto-populated with the supplier response close date specified in the existing sourcing event that you're adding the sourcing request to. \| \| Add to a new sourcing event \| To source the request by itself or with a new group of similar requests, add to a new sourcing event and update the details of this sourcing event. The supplier response close date specified in the sourcing request is auto-populated in the Supplier response close field. If the sourcing manager changes the supplier response deadline for a new sourcing event, the sourcing request also reflects this updated date. \| \| Continue \| Skip negotiating and start qualifying the sourcing request. For more information about the qualification process, see Supplier qualification. \| ### What to do next Work on a negotiation setup playbook to manage qualification work, and review the sourcing requests, suppliers, and purchase lines, all within the premises of a sourcing event. For details, see Set up negotiations with suppliers and manage qualifications in playbook.
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/spo-itam-submit-requests.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/spo-itam-submit-requests.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/sourcing-procurement-operations/task/spo-itam-submit-requests.html	zurich	Create Sourcing Request or Purchase Requisition in SPO via ITAM Workspace	As an Asset Manager, you can create an SR or PR in SPO from the ITAM Workspace to fulfill IT and asset requests submitted through Employee Center.	[]	[ "Finance and Supply Chain", "Sourcing and Procurement Operations", "Integrating Sourcing and Procurement Operations with other applications", "Sourcing and Procurement Operations integration with IT Asset Management" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/task/spo-itam-submit-requests.html" id="bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/task/spo-itam-submit-requests.html"><body id="spo-itam-submit-requests"><main role="main"><article role="article" class="dita" id="spo-itam-submit-requests" aria-labelledby="title_spo-itam-submit-requests"> <h1 class="title topictitle1" id="title_spo-itam-submit-requests">Create Sourcing Request or Purchase Requisition in <span class="ph">SPO</span> via ITAM Workspace</h1> <div class="body taskbody"><p class="shortdesc">As an Asset Manager, you can create an SR or PR in <span class="ph">SPO</span> from the ITAM Workspace to fulfill IT and asset requests submitted through <span class="ph">Employee Center</span>.</p> <section class="section prereq" id="spo-itam-submit-requests__task-prereq"><div class="tasklabel"><p class="sectiontitle tasklabel">Before you begin</p></div> <p class="p">Role required: sn_spend_asset.spo_shopper</p> </section> <section class="section context" id="spo-itam-submit-requests__context_m45_cvj_rfc"><div class="tasklabel"><p class="sectiontitle tasklabel">About this task</p></div> <p class="p">After an employee submits a request through the Employee Center or an automated stock rule is triggered, the Asset Manager can view the request in the Service Catalog application and start sourcing and procuring the requested items from the appropriate ITAM Workspace.</p> <div class="p">The ITAM workspace used depends on the type of items being requested, such as hardware, software, or enterprise assets. <ul class="ul" id="spo-itam-submit-requests__ul_l4m_pmk_rfc"> <li class="li">Asset Workspace</li> <li class="li">Hardware Asset Workspace</li> <li class="li">Software Asset Workspace</li> <li class="li">Enterprise Asset Workspace</li> </ul></div> <p class="p">To ensure a seamless integration between ITAM and SPO, the following updates have been implemented:</p> <ul class="ul" id="spo-itam-submit-requests__ul_jyt_fqf_5fc"> <li class="li">SPO's Purchase Requisition (PR), Sourcing Request (SR), and Purchase Order (PO) tables are mapped to their corresponding tables in ITAM to enable smooth data flow between the two products.</li> <li class="li">When a PR, SR, or PO is created in SPO, the associated data and states are synchronized with the corresponding PO in ITAM.</li> <li class="li">The ITAM Purchase Order (PO), generated during the creation of a sourcing request or purchase requisition, provides visibility to both the employee and the asset manager.</li> <li class="li">ITAM Purchase Order Lines (POLs) are generated after a supplier has been awarded in the sourcing request flow.</li> <li class="li">The ITAM PO includes references to SPO’s SR, PR, and PO records.</li> <li class="li">The ITAM POL includes references to SPO’s purchase requisition line (PRL) or POL records.</li> </ul> </section> <section id="spo-itam-submit-requests__steps_zkr_cwj_rfc"><div class="tasklabel"><p class="sectiontitle tasklabel">Procedure</p></div><ol class="ol steps" id="spo-itam-submit-requests__steps_zkr_cwj_rfc"><li class="li step stepexpand"> <span class="ph cmd">Navigate to <span class="ph menucascade"><span class="ph uicontrol">All</span><abbr> > </abbr><span class="ph uicontrol">Open Records</span><abbr> > </abbr><span class="ph uicontrol">Requests</span></span>.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Open the request.</span> </li><li class="li step stepexpand"> <span class="ph cmd">On the <span class="ph uicontrol">Catalog tasks</span> tab, select and open the sourcing task for the request.</span> <div class="itemgroup info"><img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/../image/itam-spo-catalog-tasks.png?_LANG=enus" class="image" id="spo-itam-submit-requests__image_p3b_r5r_rfc" alt="Catalog tasks tab showing the sourcing task."/></div> </li><li class="li step stepexpand"> <span class="ph cmd">Select <span class="ph uicontrol">Source Request</span>.</span> <div class="itemgroup info"><img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/../image/itam-spo-source-request.png?_LANG=enus" class="image" id="spo-itam-submit-requests__image_y52_t5r_rfc" alt="Source Request option on the Catalog tasks page."/><p class="p">A confirmation message is displayed informing you that you're being redirected to the appropriate Asset Management workspace.</p></div> </li><li class="li step stepexpand"> <span class="ph cmd">Select <span class="ph uicontrol">OK</span>.</span> </li><li class="li step stepexpand"> <span class="ph cmd">On the Sourcing page, select <span class="ph uicontrol">Purchase</span>.</span> <div class="itemgroup info"><img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/../image/itam-spo-workspace.png?_LANG=enus" class="image" id="spo-itam-submit-requests__image_tyt_y5r_rfc" alt="Purchase option on the Sourcing page."/><p class="p">You' are guided through stages that enhance the better together experience using SPO’s Shopping Hub workflows, helping you efficiently source the products you need.</p></div> </li><li class="li step stepexpand"> <span class="ph cmd">On the Select the requested items you want to purchase page, select the items that you requested.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Select <span class="ph uicontrol">Select Supplier</span>.</span> <div class="itemgroup info"><img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/../image/itam-spo-select-items.png?_LANG=enus" class="image" id="spo-itam-submit-requests__image_mbb_dvr_rfc" alt="Select Supplier option on the Select the requested items you want to purchase page."/></div> </li><li class="li step stepexpand"> <span class="ph cmd">On the Select suppliers for requested items page, select the suppliers from whom you want to buy the requested items.</span> <div class="itemgroup info"><img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/../image/itam-spo-select-suppliers.png?_LANG=enus" class="image" id="spo-itam-submit-requests__image_ip1_jvr_rfc" alt="Request items and checkout option on the Select Suppliers page."/><div class="note note note_note"><span class="note__title">Note:</span> The purchase quantity you specify should not exceed the quantity specified on the original request in the Service Catalog application. In the <span class="ph uicontrol">Purchase quantity</span> field, if you specify a quantity that exceeds the original quantity, you see a message that informs you that the total quantity selected exceeds the quantity to be sourced.</div></div> </li><li class="li step stepexpand"> <span class="ph cmd">Select <span class="ph uicontrol">Request items and checkout</span>.</span> <div class="itemgroup info">One of the following occurs depending on whether the requested items have a price associated with them.<ul class="ul" id="spo-itam-submit-requests__ul_ayt_myj_rfc"> <li class="li"> <p class="p">For products that do not have an associated price, the sourcing flow is triggered. For more information, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/task/itam-spo-sourcing-checkout.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/itam-spo-sourcing-checkout.html" class="xref" title="As an asset manager, use SPO’s sourcing flow from the ITAM Workspace to complete checkout when the requested item doesn’t have contractual pricing.">Create sourcing request from the ITAM Workspace</a>.</p> </li> <li class="li">For products, that have an associated price, the purchasing flow is triggered. For more information, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/task/itam-spo-quick-checkout.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/itam-spo-quick-checkout.html" class="xref" title="As an asset manager, use SPO’s purchasing flow from the ITAM Workspace to complete checkout when the requested item has contractual pricing.">Create purchase requisition from the ITAM Workspace</a>.</li> </ul></div> </li><li class="li step stepexpand"> <span class="ph cmd">Select <span class="ph uicontrol">Checkout</span>.</span> </li></ol></section> </div> <nav role="navigation"><dt class="ullinks"></dt><dd class="ullinks"><ul class="ullinks"><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/task/itam-spo-sourcing-checkout.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/itam-spo-sourcing-checkout.html">Create sourcing request from the ITAM Workspace</a><p class="shortdesc">As an asset manager, use SPO’s sourcing flow from the ITAM Workspace to complete checkout when the requested item doesn’t have contractual pricing.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/sourcing-procurement-operations/task/itam-spo-quick-checkout.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/itam-spo-quick-checkout.html">Create purchase requisition from the ITAM Workspace</a><p class="shortdesc">As an asset manager, use SPO’s purchasing flow from the ITAM Workspace to complete checkout when the requested item has contractual pricing.</p></li></ul></dd></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Sourcing and Procurement Operations", "topic_id": "product/sourcing-procurement-operations/concept/psm-overview.html" }, { "title": "Integrating Sourcing and Procurement Operations with other applications", "topic_id": "product/sourcing-procurement-operations/concept/integrating-spo.html" }, { "title": "Sourcing and Procurement Operations integration with IT Asset Management", "topic_id": "product/sourcing-procurement-operations/concept/spo-itam-better-together.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations\">Zurich Finance and Supply 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SPO via ITAM Workspace", "topic_cluster": { "clustered_by": { "enabled": true, "primary_key": "versions", "primary_sort": "top-down", "type": "subjecthead" }, "clustered_labels": [ "versions" ], "clustered_topics": [], "clustering_title": "Zurich" }, "topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/task/spo-itam-submit-requests.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/sourcing-procurement-operations/task/spo-itam-submit-requests.html\"><body id=\"spo-itam-submit-requests\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"spo-itam-submit-requests\" aria-labelledby=\"title_spo-itam-submit-requests\">\n <h1 class=\"title topictitle1\" id=\"title_spo-itam-submit-requests\">Create Sourcing Request or Purchase Requisition in <span class=\"ph\">SPO</span> via ITAM Workspace</h1>\n \n \n <div class=\"body taskbody\"><p class=\"shortdesc\">As an Asset Manager, you can create an SR or PR in <span class=\"ph\">SPO</span> from the ITAM Workspace to fulfill IT and asset requests submitted through <span class=\"ph\">Employee Center</span>.</p>\n <section class=\"section prereq\" id=\"spo-itam-submit-requests__task-prereq\"><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">Before you begin</p></div>\n <p class=\"p\">Role required: sn_spend_asset.spo_shopper</p>\n </section>\n <section class=\"section context\" id=\"spo-itam-submit-requests__context_m45_cvj_rfc\"><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">About this task</p></div>\n <p class=\"p\">After an employee submits a request through the Employee Center or an automated stock rule is triggered, the Asset Manager can view the request in the Service Catalog application and start sourcing and procuring the requested\n items from the appropriate ITAM Workspace.</p>\n <div class=\"p\">The ITAM workspace used depends on the type of items being requested, such as hardware, software, or enterprise assets. <ul class=\"ul\" id=\"spo-itam-submit-requests__ul_l4m_pmk_rfc\">\n <li class=\"li\">Asset Workspace</li>\n <li class=\"li\">Hardware Asset Workspace</li>\n <li class=\"li\">Software Asset Workspace</li>\n <li class=\"li\">Enterprise Asset Workspace</li>\n </ul></div>\n <p class=\"p\">To ensure a seamless integration between ITAM and SPO, the following updates have been implemented:</p>\n <ul class=\"ul\" id=\"spo-itam-submit-requests__ul_jyt_fqf_5fc\">\n <li class=\"li\">SPO's Purchase Requisition (PR), Sourcing Request (SR), and Purchase Order (PO) tables are mapped to their corresponding tables in ITAM to enable smooth data flow between the two products.</li>\n <li class=\"li\">When a PR, SR, or PO is created in SPO, the associated data and states are synchronized with the corresponding PO in ITAM.</li>\n <li class=\"li\">The ITAM Purchase Order (PO), generated during the creation of a sourcing request or purchase requisition, provides visibility to both the employee and the asset manager.</li>\n <li class=\"li\">ITAM Purchase Order Lines (POLs) are generated after a supplier has been awarded in the sourcing request flow.</li>\n <li class=\"li\">The ITAM PO includes references to SPO’s SR, PR, and PO records.</li>\n <li class=\"li\">The ITAM POL includes references to SPO’s purchase requisition line (PRL) or POL records.</li>\n </ul>\n </section>\n <section id=\"spo-itam-submit-requests__steps_zkr_cwj_rfc\"><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">Procedure</p></div><ol class=\"ol steps\" id=\"spo-itam-submit-requests__steps_zkr_cwj_rfc\"><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Navigate to <span class=\"ph menucascade\"><span class=\"ph uicontrol\">All</span><abbr> > </abbr><span class=\"ph uicontrol\">Open Records</span><abbr> > </abbr><span class=\"ph uicontrol\">Requests</span></span>.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Open the request.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">On the <span class=\"ph uicontrol\">Catalog tasks</span> tab, select and open the sourcing task for the request.</span>\n <div class=\"itemgroup info\"><img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/../image/itam-spo-catalog-tasks.png?_LANG=enus\" class=\"image\" id=\"spo-itam-submit-requests__image_p3b_r5r_rfc\" alt=\"Catalog tasks tab showing the sourcing task.\"/></div>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select <span class=\"ph uicontrol\">Source Request</span>.</span>\n <div class=\"itemgroup info\"><img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/../image/itam-spo-source-request.png?_LANG=enus\" class=\"image\" id=\"spo-itam-submit-requests__image_y52_t5r_rfc\" alt=\"Source Request option on the Catalog tasks page.\"/><p class=\"p\">A confirmation message is displayed informing you that you're being redirected to the appropriate Asset Management workspace.</p></div>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select <span class=\"ph uicontrol\">OK</span>.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">On the Sourcing page, select <span class=\"ph uicontrol\">Purchase</span>.</span>\n <div class=\"itemgroup info\"><img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/../image/itam-spo-workspace.png?_LANG=enus\" class=\"image\" id=\"spo-itam-submit-requests__image_tyt_y5r_rfc\" alt=\"Purchase option on the Sourcing page.\"/><p class=\"p\">You' are guided through stages that enhance the better together experience using SPO’s Shopping Hub workflows, helping you efficiently source the products you need.</p></div>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">On the Select the requested items you want to purchase page, select the items that you requested.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select <span class=\"ph uicontrol\">Select Supplier</span>.</span>\n <div class=\"itemgroup info\"><img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/../image/itam-spo-select-items.png?_LANG=enus\" class=\"image\" id=\"spo-itam-submit-requests__image_mbb_dvr_rfc\" alt=\"Select Supplier option on the Select the requested items you want to purchase page.\"/></div>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">On the Select suppliers for requested items page, select the suppliers from whom you want to buy the requested items.</span>\n <div class=\"itemgroup info\"><img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/../image/itam-spo-select-suppliers.png?_LANG=enus\" class=\"image\" id=\"spo-itam-submit-requests__image_ip1_jvr_rfc\" alt=\"Request items and checkout option on the Select Suppliers page.\"/><div class=\"note note note_note\"><span class=\"note__title\">Note:</span> The purchase quantity you specify should not exceed the quantity specified on the original request in the Service Catalog application. In the <span class=\"ph uicontrol\">Purchase quantity</span> field, if you specify a\n quantity that exceeds the original quantity, you see a message that informs you that the total quantity selected exceeds the quantity to be sourced.</div></div>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select <span class=\"ph uicontrol\">Request items and checkout</span>.</span>\n <div class=\"itemgroup info\">One of the following occurs depending on whether the requested items have a price associated with them.<ul class=\"ul\" id=\"spo-itam-submit-requests__ul_ayt_myj_rfc\">\n <li class=\"li\">\n <p class=\"p\">For products that do not have an associated price, the sourcing flow is triggered. For more information, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/task/itam-spo-sourcing-checkout.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/itam-spo-sourcing-checkout.html\" class=\"xref\" title=\"As an asset manager, use SPO’s sourcing flow from the ITAM Workspace to complete checkout when the requested item doesn’t have contractual pricing.\">Create sourcing request from the ITAM Workspace</a>.</p>\n </li>\n <li class=\"li\">For products, that have an associated price, the purchasing flow is triggered. For more information, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/task/itam-spo-quick-checkout.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/itam-spo-quick-checkout.html\" class=\"xref\" title=\"As an asset manager, use SPO’s purchasing flow from the ITAM Workspace to complete checkout when the requested item has contractual pricing.\">Create purchase requisition from the ITAM Workspace</a>.</li>\n </ul></div>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select <span class=\"ph uicontrol\">Checkout</span>.</span>\n </li></ol></section>\n </div>\n<nav role=\"navigation\"><dt class=\"ullinks\"></dt><dd class=\"ullinks\"><ul class=\"ullinks\"><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/task/itam-spo-sourcing-checkout.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/itam-spo-sourcing-checkout.html\">Create sourcing request from the ITAM Workspace</a><p class=\"shortdesc\">As an asset manager, use SPO’s sourcing flow from the ITAM Workspace to complete checkout when the requested item doesn’t have contractual pricing.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/sourcing-procurement-operations/task/itam-spo-quick-checkout.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/sourcing-procurement-operations/task/itam-spo-quick-checkout.html\">Create purchase requisition from the ITAM Workspace</a><p class=\"shortdesc\">As an asset manager, use SPO’s purchasing flow from the ITAM Workspace to complete checkout when the requested item has contractual pricing.</p></li></ul></dd></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Create Sourcing Request or Purchase Requisition in SPO via ITAM Workspace As an Asset Manager, you can create an SR or PR in SPO from the ITAM Workspace to fulfill IT and asset requests submitted through Employee Center. ## Before you begin Role required: sn\_spend\_asset.spo\_shopper ## About this task After an employee submits a request through the Employee Center or an automated stock rule is triggered, the Asset Manager can view the request in the Service Catalog application and start sourcing and procuring the requested items from the appropriate ITAM Workspace. The ITAM workspace used depends on the type of items being requested, such as hardware, software, or enterprise assets. * Asset Workspace * Hardware Asset Workspace * Software Asset Workspace * Enterprise Asset Workspace To ensure a seamless integration between ITAM and SPO, the following updates have been implemented: * SPO's Purchase Requisition (PR), Sourcing Request (SR), and Purchase Order (PO) tables are mapped to their corresponding tables in ITAM to enable smooth data flow between the two products. * When a PR, SR, or PO is created in SPO, the associated data and states are synchronized with the corresponding PO in ITAM. * The ITAM Purchase Order (PO), generated during the creation of a sourcing request or purchase requisition, provides visibility to both the employee and the asset manager. * ITAM Purchase Order Lines (POLs) are generated after a supplier has been awarded in the sourcing request flow. * The ITAM PO includes references to SPO’s SR, PR, and PO records. * The ITAM POL includes references to SPO’s purchase requisition line (PRL) or POL records. ## Procedure 1. Navigate to All > Open Records > Requests. 2. Open the request. 3. On the Catalog tasks tab, select and open the sourcing task for the request. 4. Select Source Request. A confirmation message is displayed informing you that you're being redirected to the appropriate Asset Management workspace. 5. Select OK. 6. On the Sourcing page, select Purchase. You' are guided through stages that enhance the better together experience using SPO’s Shopping Hub workflows, helping you efficiently source the products you need. 7. On the Select the requested items you want to purchase page, select the items that you requested. 8. Select Select Supplier. 9. On the Select suppliers for requested items page, select the suppliers from whom you want to buy the requested items. Note: The purchase quantity you specify should not exceed the quantity specified on the original request in the Service Catalog application. In the Purchase quantity field, if you specify a quantity that exceeds the original quantity, you see a message that informs you that the total quantity selected exceeds the quantity to be sourced. 10. Select Request items and checkout. One of the following occurs depending on whether the requested items have a price associated with them. * For products that do not have an associated price, the sourcing flow is triggered. For more information, see Create sourcing request from the ITAM Workspace. * For products, that have an associated price, the purchasing flow is triggered. For more information, see Create purchase requisition from the ITAM Workspace. 11. Select Checkout.	--- title: Create Sourcing Request or Purchase Requisition in SPO via ITAM Workspace description: As an Asset Manager, you can create an SR or PR in SPO from the ITAM Workspace to fulfill IT and asset requests submitted through Employee Center. keywords: [] breadcrumbs: - Finance and Supply Chain - Sourcing and Procurement Operations - Integrating Sourcing and Procurement Operations with other applications - Sourcing and Procurement Operations integration with IT Asset Management --- # Create Sourcing Request or Purchase Requisition in SPO via ITAM Workspace As an Asset Manager, you can create an SR or PR in SPO from the ITAM Workspace to fulfill IT and asset requests submitted through Employee Center. ## Before you begin Role required: sn\_spend\_asset.spo\_shopper ## About this task After an employee submits a request through the Employee Center or an automated stock rule is triggered, the Asset Manager can view the request in the Service Catalog application and start sourcing and procuring the requested items from the appropriate ITAM Workspace. The ITAM workspace used depends on the type of items being requested, such as hardware, software, or enterprise assets. * Asset Workspace * Hardware Asset Workspace * Software Asset Workspace * Enterprise Asset Workspace To ensure a seamless integration between ITAM and SPO, the following updates have been implemented: * SPO's Purchase Requisition (PR), Sourcing Request (SR), and Purchase Order (PO) tables are mapped to their corresponding tables in ITAM to enable smooth data flow between the two products. * When a PR, SR, or PO is created in SPO, the associated data and states are synchronized with the corresponding PO in ITAM. * The ITAM Purchase Order (PO), generated during the creation of a sourcing request or purchase requisition, provides visibility to both the employee and the asset manager. * ITAM Purchase Order Lines (POLs) are generated after a supplier has been awarded in the sourcing request flow. * The ITAM PO includes references to SPO’s SR, PR, and PO records. * The ITAM POL includes references to SPO’s purchase requisition line (PRL) or POL records. ## Procedure 1. Navigate to All > Open Records > Requests. 2. Open the request. 3. On the Catalog tasks tab, select and open the sourcing task for the request. 4. Select Source Request. A confirmation message is displayed informing you that you're being redirected to the appropriate Asset Management workspace. 5. Select OK. 6. On the Sourcing page, select Purchase. You' are guided through stages that enhance the better together experience using SPO’s Shopping Hub workflows, helping you efficiently source the products you need. 7. On the Select the requested items you want to purchase page, select the items that you requested. 8. Select Select Supplier. 9. On the Select suppliers for requested items page, select the suppliers from whom you want to buy the requested items. Note: The purchase quantity you specify should not exceed the quantity specified on the original request in the Service Catalog application. In the Purchase quantity field, if you specify a quantity that exceeds the original quantity, you see a message that informs you that the total quantity selected exceeds the quantity to be sourced. 10. Select Request items and checkout. One of the following occurs depending on whether the requested items have a price associated with them. * For products that do not have an associated price, the sourcing flow is triggered. For more information, see Create sourcing request from the ITAM Workspace. * For products, that have an associated price, the purchasing flow is triggered. For more information, see Create purchase requisition from the ITAM Workspace. 11. Select Checkout.
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/explore-supp-mgmt.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/explore-supp-mgmt.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/supplier-lifecycle-operations/concept/explore-supp-mgmt.html	zurich	Exploring Supplier Lifecycle Operations	Use ServiceNow® Supplier Lifecycle Operations to empower suppliers with self-service to simplify operations and improve productivity.	[]	[ "Finance and Supply Chain", "Supplier Lifecycle Operations" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/explore-supp-mgmt.html" id="bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/explore-supp-mgmt.html"><body id="explore-supp-mgmt"><main role="main"><article role="article" class="dita" id="explore-supp-mgmt" aria-labelledby="title_explore-supp-mgmt"> <h1 class="title topictitle1" id="title_explore-supp-mgmt">Exploring <span class="ph">Supplier Lifecycle Operations</span></h1> <div class="body conbody"><p class="shortdesc">Use <span class="ph">ServiceNow®</span> <span class="ph">Supplier Lifecycle Operations</span> to empower suppliers with self-service to simplify operations and improve productivity.</p> <section class="section" id="explore-supp-mgmt__section_dht_hkt_hsb"><h2 id="d40859e49" class="title sectiontitle">Overview of <span class="ph">Supplier Lifecycle Operations</span></h2> <p class="p"><span class="ph">Supplier Lifecycle Operations</span> enables you to onboard suppliers quickly, effortlessly manage supplier data, add key supplier contacts, monitor supplier performance, and enhance the productivity of the teams that engage with suppliers.</p> </section> <section class="section" id="explore-supp-mgmt__section_ifq_3kt_hsb"><h2 id="d40859e62" class="title sectiontitle">Benefits of <span class="ph">Supplier Lifecycle Operations</span></h2> <p class="p"><span class="ph">Supplier Lifecycle Operations</span> provides the following benefits:</p> <ul class="ul" id="explore-supp-mgmt__ul_xnd_rxt_hsb"> <li class="li">Faster supplier onboarding: View details about new suppliers and onboard suppliers quickly using onboarding workflows and start purchasing goods and services.</li> <li class="li">Automatically import supplier information: <span class="ph">Supplier Lifecycle Operations</span> integrates with the supplier Intelligence platform, <span class="ph">Craft</span>, which enables you to import and view all the important supplier details.</li> <li class="li">Supplier self-service: Enhance the supplier experience by enabling suppliers to complete onboarding tasks, get their questioned answered, and fulfill requests, such as viewing open purchase orders and submitting invoices.</li> <li class="li">Supplier data management: Provide flexibility to suppliers to manage and update their own data, ensuring that the supplier data is current and up to date.</li> <li class="li">Supplier case and contact management: Create and manage supplier cases, add, and manage supplier contacts.</li> <li class="li">Minimize risk during supplier onboarding: Identify and assess potential supplier risks when onboarding new suppliers.</li> <li class="li">Manage supplier relationship and performance: Monitor and assess supplier performance by setting up criteria for measuring supplier performance though KPIs and thresholds.</li> <li class="li">Many-to-many (M2M) mapping between supplier contact and suppliers: A single supplier contact can be the contact for multiple suppliers, if those suppliers share a parent-subsidiary relationship.<div class="note important note_important"><span class="note__title">Important:</span> M2M mapping between supplier contact and suppliers is available from the <span class="ph">Xanadu</span> December 2024 release onwards. To enable M2M mapping, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/enable-m2m-supplier-contacts.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/enable-m2m-supplier-contacts.html" class="xref" title="Many-to-many (M2M) mapping between supplier contact and suppliers enables one supplier contact to be the contact for multiple suppliers, provided the suppliers share a parent-subsidiary relationship.">Enable M2M mapping between supplier contact and suppliers</a>.</div></li> <li class="li">Supplier payment optimization: Supplier managers can view the potential returns or savings when a supplier accepts commercial credit card payments. They can convert high-potential suppliers, and capture value through card-based payments.</li> </ul> <p class="p">For more information about installing and configuring <span class="ph">Supplier Lifecycle Operations</span>, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/config-supp-mgmt.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/config-supp-mgmt.html" class="xref" title="Plan and configure your implementation for Supplier Lifecycle Operations.">Configuring Supplier Lifecycle Operations</a>.</p> </section> <section class="section" id="explore-supp-mgmt__section_bnq_hrx_gsb"><h2 id="d40859e140" class="title sectiontitle"><span class="ph">Supplier Lifecycle Operations</span> applications</h2> <p class="p"><span class="ph">Supplier Lifecycle Operations</span> includes the following applications.</p> <div class="table-wrap"><table count-columns="2" class="table frame-all" id="explore-supp-mgmt__table_nhd_jdl_gxb"><caption></caption><colgroup><col/><col/></colgroup><thead class="thead"> <tr class="row"> <th class="entry colsep-1 rowsep-1" id="explore-supp-mgmt__table_nhd_jdl_gxb__entry__1">Application</th> <th class="entry colsep-1 rowsep-1" id="explore-supp-mgmt__table_nhd_jdl_gxb__entry__2">Description</th> </tr> </thead><tbody class="tbody"> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="explore-supp-mgmt__table_nhd_jdl_gxb__entry__1"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/install-supp-mgmt.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/install-supp-mgmt.html" class="xref" title="You can install the Supplier Case Management application (com.snc.sn_supplier_mgmt) if you have the admin role. The application includes demo data and installs related ServiceNow Store applications and plugins if they are not already installed.">Supplier Case Management</a></td> <td class="entry colsep-1 rowsep-1" headers="explore-supp-mgmt__table_nhd_jdl_gxb__entry__2">The application includes demo data and installs related <span class="ph">ServiceNow® Store</span> applications and plugins if they are not already installed.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="explore-supp-mgmt__table_nhd_jdl_gxb__entry__1"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/supplier-common.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supplier-common.html" class="xref" title="The Supplier Common Architecture application (com.snc.sn_slm) contains tables of the Supplier Case Management application that can be commonly used and extended by other products. The Supplier Common Architecture application also contains the roles required for the Supplier Case Management application.">Supplier Common Architecture</a></td> <td class="entry colsep-1 rowsep-1" headers="explore-supp-mgmt__table_nhd_jdl_gxb__entry__2">Provides a common architecture to track data objects related to a supplier used in both <span class="ph">Supplier Lifecycle Operations</span> and <span class="ph">Supplier Collaboration Portal</span>.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="explore-supp-mgmt__table_nhd_jdl_gxb__entry__1"><p class="p"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/source-to-pay-operations/concept/source-to-pay-ws-overview.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/source-to-pay-ws-overview.html" class="xref" title="The Source-to-Pay Workspace provides experiences and tools that you can use to work on various activities, such as procuring goods, onboarding high-performing suppliers, and processing invoices.">Source-to-Pay Workspace</a></p></td> <td class="entry colsep-1 rowsep-1" headers="explore-supp-mgmt__table_nhd_jdl_gxb__entry__2">Enables you to centralize supplier information and collaborate with suppliers to improve performance.<div class="note important note_important"><span class="note__title">Important:</span> Starting with the Washington D.C. release, <span class="ph">Supplier Manager Workspace</span> is being prepared for future deprecation. It’s hidden from the navigation and no longer is activated on new instances but will continue to be supported. <span class="ph">Source-to-Pay Workspace</span> provides the latest experience for this functionality.</div></td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="explore-supp-mgmt__table_nhd_jdl_gxb__entry__1"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/supplier-central.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supplier-central.html" class="xref" title="The ServiceNow Supplier Collaboration Portal application provides a seamless unified employee portal experience for supplier contacts.">Supplier Collaboration Portal</a></td> <td class="entry colsep-1 rowsep-1" headers="explore-supp-mgmt__table_nhd_jdl_gxb__entry__2">Provides a single, one-stop experience for suppliers to get self-service, complete tasks and make requests into an organization.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="explore-supp-mgmt__table_nhd_jdl_gxb__entry__1"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/supplier-operations.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supplier-operations.html" class="xref" title="Supplier Operations provides advanced case management capabilities to handle key supplier lifecycle events such as onboarding, offboarding, and ongoing operations.">Supplier Operations</a></td> <td class="entry colsep-1 rowsep-1" headers="explore-supp-mgmt__table_nhd_jdl_gxb__entry__2">Provides advanced case management capabilities to handle key supplier lifecycle events such as onboarding, offboarding, and ongoing operations.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="explore-supp-mgmt__table_nhd_jdl_gxb__entry__1"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/supplier-performance-management-overview.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supplier-performance-management-overview.html" class="xref" title="Managing supplier relationship and performance is a key aspect of supplier management that aims to optimize the value and quality of the products and services delivered by suppliers.">Supplier Relationship and Performance Management</a></td> <td class="entry colsep-1 rowsep-1" headers="explore-supp-mgmt__table_nhd_jdl_gxb__entry__2">Enables you to establish clear expectations and criteria for measuring supplier performance, monitor, and assess their performance against those criteria.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="explore-supp-mgmt__table_nhd_jdl_gxb__entry__1"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/supplier-pmnt-opt.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supplier-pmnt-opt.html" class="xref" title="Supplier managers can view the potential returns or savings when suppliers accept commercial credit card payments. They can convert high-potential suppliers, and capture value through card-based payments.">Supplier Payment Optimization</a></td> <td class="entry colsep-1 rowsep-1" headers="explore-supp-mgmt__table_nhd_jdl_gxb__entry__2">Enables supplier managers to view the potential returns or savings when suppliers accept commercial credit card payments. They can convert high-potential suppliers, and capture value through card-based payments.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="explore-supp-mgmt__table_nhd_jdl_gxb__entry__1"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/supplier-awa.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supplier-awa.html" class="xref" title="Use the Advanced Work Assignment for Supplier Lifecycle Operations feature to automatically assign work items to agents based on availability and capacity.">Advanced Work Assignment for Supplier Lifecycle Operations</a></td> <td class="entry colsep-1 rowsep-1" headers="explore-supp-mgmt__table_nhd_jdl_gxb__entry__2">Automatically assign supplier cases to agents based on availability and capacity.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="explore-supp-mgmt__table_nhd_jdl_gxb__entry__1"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept//csh" href="https://servicenow-be-prod.servicenow.com/csh?topicname=better-tprm-slo&version=zurich&pubname=zurich-better-together" class="xref">Risk Assessments Integration for Supplier Lifecycle Operations</a></td> <td class="entry colsep-1 rowsep-1" headers="explore-supp-mgmt__table_nhd_jdl_gxb__entry__2">Provides an integration with the Third-party Risk Management (TPRM) application to conduct due diligence when onboarding new suppliers.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="explore-supp-mgmt__table_nhd_jdl_gxb__entry__1"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/supp-news-integration.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supp-news-integration.html" class="xref" title="The News Integration for Supplier Lifecycle Operations plugin (com.snc.sn_supplier_news) retrieves supplier news and activities using the Microsoft Bing News Search API and displays this information in the Supplier News and Activity section on the About tab of the Source-to-Pay Workspace.">News Integration for Supplier Lifecycle Operations</a></td> <td class="entry colsep-1 rowsep-1" headers="explore-supp-mgmt__table_nhd_jdl_gxb__entry__2">Retrieve recent news and other articles from preferred news channels. There’s a preconfigured integration with <span class="ph">Microsoft</span> Bing available with this application.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="explore-supp-mgmt__table_nhd_jdl_gxb__entry__1"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/craft-integration.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/craft-integration.html" class="xref" title="The Craft.co Integration for Supplier Lifecycle Operations plugin (com.snc.sn_supplier_craft) provides an integration between Craft and Supplier Case Management plugin.">Craft.co Integration for Supplier Lifecycle Operations</a></td> <td class="entry colsep-1 rowsep-1" headers="explore-supp-mgmt__table_nhd_jdl_gxb__entry__2">Provides a preconfigured integration with Craft.co. Craft.co is a supplier intelligence platform that offers validated and comprehensive information about suppliers with which a company engages.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="explore-supp-mgmt__table_nhd_jdl_gxb__entry__1"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/relish-slo-connector.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/relish-slo-connector.html" class="xref" title="The SLO Connector for Relish Data Assure plugin (x_reliq_slo_connec) provides an integration between Relish and Supplier Case Management plugin.">Relish Integration for Supplier Lifecycle Operations</a></td> <td class="entry colsep-1 rowsep-1" headers="explore-supp-mgmt__table_nhd_jdl_gxb__entry__2">Helps in validating supplier data while working on supplier cases for banking information change requests, supplier location change requests, and conducting sanction screening.</td> </tr> </tbody></table></div> </section> <section class="section" id="explore-supp-mgmt__section_tb3_qhr_w1c"><h2 id="d40859e419" class="title sectiontitle"><span class="ph">Supplier Lifecycle Operations</span> functional architecture diagram</h2> <p class="p">The following figure shows a high-level illustration of the various components that make up the functional architecture of <span class="ph">Supplier Lifecycle Operations</span>.</p> <figure class="fig fignone" id="explore-supp-mgmt__fig_dmm_shr_w1c"><figcaption><span class="fig--title-label">Figure 1. </span><span class="ph">Supplier Lifecycle Operations</span> functional architecture diagram</figcaption> <img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/../image/slo-functional-architecture.png?_LANG=enus" class="image" id="explore-supp-mgmt__image_lkh_h3r_w1c" alt="This figure illustrates the functional architecture diagram of Supplier Lifecycle Operations."/> </figure> </section> <section class="section" id="explore-supp-mgmt__section_jrv_hp3_rcc"><h2 id="d40859e450" class="title sectiontitle">Helpful resources</h2> <div class="p">Here are some additional <span class="ph">ServiceNow</span> resources that can help you:<dl class="dl"> <dt class="dt dlterm"><svg class="image svg icon decorative" id="explore-supp-mgmt__image_odw_cm5_lc" viewBox="0 0 627.03 800"> <defs> </defs> <g id="Documentation_d40859e463"> <path class="cls-2" style="fill: #62d84e;;" d="M0,57C0,25.52,25.52,0,57,0h189.07c210.39,0,380.95,170.56,380.95,380.95,0,231.43-187.62,419.05-419.05,419.05H52.25c-28.86,0-52.25-23.4-52.25-52.25V57Z"></path> <path class="cls-1" style="fill-rule: evenodd;;" d="M608.92,264.57c8.37,26.12,14,53.47,16.55,81.71l-187.97-71.27-62.5-50,233.92,39.57Z"></path> <path class="cls-1" style="fill-rule: evenodd;;" d="M350,14.35c128.19,36.27,228.91,137.97,263.8,266.73h-138.8c-69.04,0-125-55.96-125-125V14.35Z"></path> </g> </svg> Release Notes</dt> <dd class="dd">Learn more about what's new and changed. See the <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept//csh" href="https://servicenow-be-prod.servicenow.com/csh?topicname=supplier-lifecycle-operations-rn&version=zurich&pubname=zurich-release-notes" class="xref">Supplier Lifecycle Operations release notes</a>.</dd> <dt class="dt dlterm"><svg class="image svg icon decorative" id="explore-supp-mgmt__image_support-dl" viewBox="0 0 750 750"> <defs> </defs> <g id="Support_d40859e477"> <path class="cls-2" style="fill-rule: evenodd;;" d="M554.63,554.63l85.54,85.54c-67.86,67.86-161.61,109.84-265.16,109.84C167.89,750,0,582.11,0,375c0-103.56,41.97-197.3,109.84-265.17l85.54,85.54c-45.97,45.97-74.4,109.48-74.4,179.63,0,31.51,5.74,61.68,16.22,89.52,13.84-51.56,60.91-89.52,116.84-89.52,66.81,0,120.97,54.16,120.97,120.97,0,55.93-37.96,103-89.52,116.84,27.84,10.49,58.01,16.22,89.52,16.22,70.15,0,133.66-28.44,179.63-74.41Z"></path> <path class="cls-1" style="fill: #62d84e; ; fill-rule: evenodd;;" d="M375,0c-103.55,0-197.3,41.97-265.17,109.84l85.54,85.54c45.97-45.97,109.48-74.4,179.63-74.4,31.51,0,61.68,5.74,89.52,16.22-51.56,13.84-89.52,60.91-89.52,116.84,0,66.81,54.16,120.97,120.97,120.97,55.93,0,103-37.96,116.84-89.52,10.49,27.84,16.23,58.01,16.23,89.52,0,70.15-28.44,133.66-74.41,179.63l85.54,85.54c67.86-67.86,109.84-161.61,109.84-265.16C750,167.89,582.11,0,375,0Z"></path> </g> </svg> Known Error Portal</dt> <dd class="dd">Learn more about specific known errors, along with workarounds if any, from the <a class="xref true-external" href="https://support.servicenow.com/kb?id=known_error_portal" target="_blank">Known Error Portal</a>.</dd> <dt class="dt dlterm"><svg xmlns:xlink="http://www.w3.org/1999/xlink" class="image svg icon decorative" id="explore-supp-mgmt__image_learn-dl" viewBox="0 0 800 800"> <defs> <clipPath id="clippath_d40859e491"> <rect class="cls-1" style="fill: none;;" width="800" height="800"></rect> </clipPath> </defs> <g id="Learning_d40859e491"> <g class="cls-3" style="clip-path: url(#clippath_d40859e491);;;"> <g> <path d="M345.83,579.09c191,59.83,394.34-46.5,454.17-237.5L108.33,124.92c-59.83,191,46.5,394.34,237.5,454.17Z"></path> <path class="cls-2" style="fill: #62d84e;;" d="M362.61,362.52c200.15,0,362.4,162.26,362.4,362.41H.21c0-200.15,162.25-362.41,362.4-362.41Z"></path> <circle class="cls-2" style="fill: #62d84e;;" cx="637.48" cy="187.48" r="87.48"></circle> </g> </g> </g> </svg> ServiceNow University</dt> <dd class="dd">Access real-time courses, self-paced training, and career resources, such as <a class="xref true-external" href="https://learning.servicenow.com/lxp/en/source-to-pay-operations/supplier-lifecycle-operations-slo-implementation?id=learning_course_prev&course_id=19d699b8c38cd2985922751ce001316f" target="_blank">SLO Implementation Essentials</a> and more, from <a class="xref true-external" href="https://learning.servicenow.com/lxp/en/pages/servicenow" target="_blank">ServiceNow University</a>.</dd> <dt class="dt dlterm"><svg class="image svg icon decorative" id="explore-supp-mgmt__image_create-dl" viewBox="0 0 800 685.61"> <defs> </defs> <g id="Layer_10_d40859e509"> <path class="cls-1" style="fill: #62d84e; fill-rule: evenodd;;" d="M399.99,577c-118.72,0-199.99-85.65-199.99-191.58s81.27-193.11,199.99-193.11,199.99,87.11,199.99,193.11-81.21,191.58-199.99,191.58ZM402.33,0C183.14-1.2,1.86,170.62.01,381.43c-.94,111.57,47.55,212.31,125.64,283.17,28.42,25.74,72.34,28.26,103.16,5.2,45.54-34.05,103.97-54.34,171.18-54.34s125.67,20.32,171.21,54.34c31.09,23.25,75.2,20.26,103.75-5.76,76.98-70.11,125.05-169.36,125.05-279.37C800,172.98,622.13,1.2,402.33,0Z"></path> </g> </svg> Now Create</dt> <dd class="dd">Log in to your <span class="ph">ServiceNow</span> account and find additional information about implementing and deploying <span class="ph">Supplier Lifecycle Operations</span> features at <a class="xref true-external" href="https://learning.servicenow.com/nowcreate" target="_blank">Now Create</a>.</dd> <dt class="dt dlterm"><svg class="image svg icon decorative" id="explore-supp-mgmt__image_success-dl" viewBox="0 0 800 685.61"> <defs> </defs> <g id="Layer_10_d40859e529"> <path class="cls-1" style="fill: #62d84e; fill-rule: evenodd;;" d="M399.99,577c-118.72,0-199.99-85.65-199.99-191.58s81.27-193.11,199.99-193.11,199.99,87.11,199.99,193.11-81.21,191.58-199.99,191.58ZM402.33,0C183.14-1.2,1.86,170.62.01,381.43c-.94,111.57,47.55,212.31,125.64,283.17,28.42,25.74,72.34,28.26,103.16,5.2,45.54-34.05,103.97-54.34,171.18-54.34s125.67,20.32,171.21,54.34c31.09,23.25,75.2,20.26,103.75-5.76,76.98-70.11,125.05-169.36,125.05-279.37C800,172.98,622.13,1.2,402.33,0Z"></path> </g> </svg> Customer Success Center</dt> <dd class="dd">Find useful resources related to your role and explore best practices at the <a class="xref true-external" href="https://www.servicenow.com/success.html?" target="_blank">Customer Success Center</a>.</dd> <dt class="dt dlterm"><svg xmlns:xlink="http://www.w3.org/1999/xlink" class="image svg icon decorative" viewBox="0 -2.969 20 20" version="1.0" preserveAspectRatio="xMidYMid" id="explore-supp-mgmt__image_gf1_1lv_lcc" width="20px" height="20px"> <g> <path d="M19.558 2.193A2.514 2.514 0 0 0 17.788 0.423C16.236 0 9.99 0 9.99 0S3.743 0.013 2.191 0.436A2.514 2.514 0 0 0 0.421 2.206c-0.469 2.758 -0.652 6.96 0.013 9.607a2.514 2.514 0 0 0 1.77 1.77c1.552 0.423 7.799 0.423 7.799 0.423s6.246 0 7.798 -0.423a2.514 2.514 0 0 0 1.77 -1.77c0.495 -2.762 0.648 -6.961 -0.013 -9.62" fill="#FF0000"></path> <path fill="#FFFFFF" d="M8.002 10.005L13.184 7.003L8.002 4.002Z"></path> </g> </svg> YouTube</dt> <dd class="dd">Learn more about the value that you can add to your business with the Source-to-Pay suite. Watch <a class="xref true-external" href="https://www.youtube.com/watch?v=crQtfrCR6DY" target="_blank">Multiply the value of your ServiceNow platform with Source-to-Pay workflows</a> on YouTube.</dd> <dt class="dt dlterm"><svg class="image svg icon decorative" id="explore-supp-mgmt__image_community-dl" viewBox="0 0 770 749.11"> <defs> </defs> <g id="Community_d40859e558"> <g> <path class="cls-2" style="fill-rule: evenodd;;" d="M325.81,131.53c-37.87,8.59-72.5,25.33-102.09,48.25-27.29,21.13-66.55,16.14-87.68-11.15s-16.14-66.55,11.15-87.68C209.95,32.34,288.26,2.49,373.6.15c96.79-2.66,186.39,30.48,255.88,87.32,26.72,21.85,30.66,61.23,8.8,87.95s-61.23,30.66-87.95,8.81c-30.54-24.98-66.7-43.17-106.24-52.39,24.66,18.21,40.64,47.48,40.64,80.49,0,55.23-44.77,100-100,100s-100-44.77-100-100c0-33.19,16.17-62.61,41.07-80.8Z"></path> <path class="cls-1" style="fill: #62d84e; ; fill-rule: evenodd;;" d="M573.93,562.32c-28.1,12.24-61.44,11.46-90.03-5.04-47.83-27.61-64.22-88.77-36.6-136.6s88.78-64.22,136.6-36.6c28.75,16.6,46.13,45.31,49.44,75.97,11.49-37.09,14.31-75.45,9.26-112.54-4.66-34.2,19.29-65.7,53.5-70.36,34.2-4.66,65.7,19.29,70.36,53.5,10.71,78.66-2.59,161.4-43.24,236.49-46.09,85.14-119.6,146.18-203.57,177.94-32.29,12.21-68.36-4.06-80.57-36.35-12.21-32.29,4.06-68.36,36.35-80.57,36.9-13.96,70.74-36.18,98.49-65.82Z"></path> <path class="cls-2" style="fill-rule: evenodd;;" d="M195.08,562.11c26.37,28.5,58.19,50.12,92.83,64.29,31.95,13.07,47.25,49.56,34.19,81.51s-49.56,47.25-81.51,34.19c-73.48-30.06-138.48-82.95-183.19-155.69C6.71,503.92-9.39,409.75,5.09,321.15c5.57-34.07,37.7-57.17,71.76-51.6s57.17,37.7,51.6,71.76c-6.36,38.94-4.03,79.35,7.75,118.2,3.45-30.46,20.8-58.94,49.38-75.44,47.83-27.61,108.99-11.23,136.6,36.6,27.61,47.83,11.23,108.99-36.6,136.6-28.75,16.6-62.31,17.3-90.51,4.83Z"></path> </g> </g> </svg> ServiceNow Community</dt> <dd class="dd">Connect with other <span class="ph">Supplier Lifecycle Operations</span> users at <a class="xref true-external" href="https://www.servicenow.com/community/source-to-pay-operations/ct-p/source-2-pay-operations" target="_blank">ServiceNow Community</a>.</dd> </dl></div> </section> </div> </article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Supplier Lifecycle Operations", "topic_id": "product/supplier-lifecycle-operations/concept/supp-mgmt-landing-page.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations\">Zurich Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a 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false, "page_id": "product/supplier-lifecycle-operations/concept/explore-supp-mgmt.html" } ], "clustering_title": "Zurich" }, "topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/explore-supp-mgmt.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/explore-supp-mgmt.html\"><body id=\"explore-supp-mgmt\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"explore-supp-mgmt\" aria-labelledby=\"title_explore-supp-mgmt\">\n <h1 class=\"title topictitle1\" id=\"title_explore-supp-mgmt\">Exploring <span class=\"ph\">Supplier Lifecycle Operations</span></h1>\n \n \n <div class=\"body conbody\"><p class=\"shortdesc\">Use <span class=\"ph\">ServiceNow®</span>\n <span class=\"ph\">Supplier Lifecycle Operations</span> to empower suppliers with self-service to simplify operations and improve productivity.</p>\n <section class=\"section\" id=\"explore-supp-mgmt__section_dht_hkt_hsb\"><h2 id=\"d40859e49\" class=\"title sectiontitle\">Overview of <span class=\"ph\">Supplier Lifecycle Operations</span></h2>\n \n <p class=\"p\"><span class=\"ph\">Supplier Lifecycle Operations</span> enables you to onboard suppliers quickly, effortlessly manage supplier data, add key supplier contacts, monitor supplier performance, and enhance the productivity of the teams that\n engage with suppliers.</p>\n </section>\n <section class=\"section\" id=\"explore-supp-mgmt__section_ifq_3kt_hsb\"><h2 id=\"d40859e62\" class=\"title sectiontitle\">Benefits of <span class=\"ph\">Supplier Lifecycle Operations</span></h2>\n \n <p class=\"p\"><span class=\"ph\">Supplier Lifecycle Operations</span> provides the following benefits:</p>\n <ul class=\"ul\" id=\"explore-supp-mgmt__ul_xnd_rxt_hsb\">\n <li class=\"li\">Faster supplier onboarding: View details about new suppliers and onboard suppliers quickly using onboarding workflows and start purchasing goods and services.</li>\n <li class=\"li\">Automatically import supplier information: <span class=\"ph\">Supplier Lifecycle Operations</span> integrates with the supplier Intelligence platform, <span class=\"ph\">Craft</span>, which enables you to import and view all the important supplier details.</li>\n <li class=\"li\">Supplier self-service: Enhance the supplier experience by enabling suppliers to complete onboarding tasks, get their questioned answered, and fulfill requests, such as viewing open purchase orders and submitting\n invoices.</li>\n <li class=\"li\">Supplier data management: Provide flexibility to suppliers to manage and update their own data, ensuring that the supplier data is current and up to date.</li>\n <li class=\"li\">Supplier case and contact management: Create and manage supplier cases, add, and manage supplier contacts.</li>\n <li class=\"li\">Minimize risk during supplier onboarding: Identify and assess potential supplier risks when onboarding new suppliers.</li>\n <li class=\"li\">Manage supplier relationship and performance: Monitor and assess supplier performance by setting up criteria for measuring supplier performance though KPIs and thresholds.</li>\n <li class=\"li\">Many-to-many (M2M) mapping between supplier contact and suppliers: A single supplier contact can be the contact for multiple suppliers, if those suppliers share a parent-subsidiary relationship.<div class=\"note important note_important\"><span class=\"note__title\">Important:</span> M2M mapping between supplier contact and suppliers is available from the <span class=\"ph\">Xanadu</span> December 2024 release onwards. To enable M2M mapping, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/enable-m2m-supplier-contacts.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/enable-m2m-supplier-contacts.html\" class=\"xref\" title=\"Many-to-many (M2M) mapping between supplier contact and suppliers enables one supplier contact to be the contact for multiple suppliers, provided the suppliers share a parent-subsidiary relationship.\">Enable M2M mapping between supplier contact and suppliers</a>.</div></li>\n <li class=\"li\">Supplier payment optimization: Supplier managers can view the potential returns or savings when a supplier accepts commercial credit card payments. They can convert high-potential suppliers, and\n capture value through card-based payments.</li>\n </ul>\n <p class=\"p\">For more information about installing and configuring <span class=\"ph\">Supplier Lifecycle Operations</span>, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/config-supp-mgmt.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/config-supp-mgmt.html\" class=\"xref\" title=\"Plan and configure your implementation for Supplier Lifecycle Operations.\">Configuring Supplier Lifecycle Operations</a>.</p>\n </section>\n <section class=\"section\" id=\"explore-supp-mgmt__section_bnq_hrx_gsb\"><h2 id=\"d40859e140\" class=\"title sectiontitle\"><span class=\"ph\">Supplier Lifecycle Operations</span> applications</h2>\n \n <p class=\"p\"><span class=\"ph\">Supplier Lifecycle Operations</span> includes the following applications.</p>\n <div class=\"table-wrap\"><table count-columns=\"2\" class=\"table frame-all\" id=\"explore-supp-mgmt__table_nhd_jdl_gxb\"><caption></caption><colgroup><col/><col/></colgroup><thead class=\"thead\">\n <tr class=\"row\">\n <th class=\"entry colsep-1 rowsep-1\" id=\"explore-supp-mgmt__table_nhd_jdl_gxb__entry__1\">Application</th>\n <th class=\"entry colsep-1 rowsep-1\" id=\"explore-supp-mgmt__table_nhd_jdl_gxb__entry__2\">Description</th>\n </tr>\n </thead><tbody class=\"tbody\">\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"explore-supp-mgmt__table_nhd_jdl_gxb__entry__1\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/install-supp-mgmt.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/install-supp-mgmt.html\" class=\"xref\" title=\"You can install the Supplier Case Management application (com.snc.sn_supplier_mgmt) if you have the admin role. The application includes demo data and installs related ServiceNow Store applications and plugins if they are not already installed.\">Supplier Case Management</a></td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"explore-supp-mgmt__table_nhd_jdl_gxb__entry__2\">The application includes demo data and installs related <span class=\"ph\">ServiceNow® Store</span> applications and plugins if they are not already installed.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"explore-supp-mgmt__table_nhd_jdl_gxb__entry__1\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/supplier-common.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supplier-common.html\" class=\"xref\" title=\"The Supplier Common Architecture application (com.snc.sn_slm) contains tables of the Supplier Case Management application that can be commonly used and extended by other products. The Supplier Common Architecture application also contains the roles required for the Supplier Case Management application.\">Supplier Common Architecture</a></td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"explore-supp-mgmt__table_nhd_jdl_gxb__entry__2\">Provides a common architecture to track data objects related to a supplier used in both <span class=\"ph\">Supplier Lifecycle Operations</span> and <span class=\"ph\">Supplier Collaboration Portal</span>.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"explore-supp-mgmt__table_nhd_jdl_gxb__entry__1\"><p class=\"p\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/source-to-pay-operations/concept/source-to-pay-ws-overview.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/source-to-pay-ws-overview.html\" class=\"xref\" title=\"The Source-to-Pay Workspace provides experiences and tools that you can use to work on various activities, such as procuring goods, onboarding high-performing suppliers, and processing invoices.\">Source-to-Pay Workspace</a></p></td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"explore-supp-mgmt__table_nhd_jdl_gxb__entry__2\">Enables you to centralize supplier information and collaborate with suppliers to improve performance.<div class=\"note important note_important\"><span class=\"note__title\">Important:</span> Starting with the Washington D.C. release, <span class=\"ph\">Supplier Manager Workspace</span> is being prepared for future deprecation. It’s hidden from the navigation and no longer is activated on new instances but will continue to be supported. <span class=\"ph\">Source-to-Pay Workspace</span> provides the latest experience for this functionality.</div></td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"explore-supp-mgmt__table_nhd_jdl_gxb__entry__1\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/supplier-central.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supplier-central.html\" class=\"xref\" title=\"The ServiceNow Supplier Collaboration Portal application provides a seamless unified employee portal experience for supplier contacts.\">Supplier Collaboration Portal</a></td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"explore-supp-mgmt__table_nhd_jdl_gxb__entry__2\">Provides a single, one-stop experience for suppliers to get self-service, complete tasks and make requests into an organization.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"explore-supp-mgmt__table_nhd_jdl_gxb__entry__1\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/supplier-operations.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supplier-operations.html\" class=\"xref\" title=\"Supplier Operations provides advanced case management capabilities to handle key supplier lifecycle events such as onboarding, offboarding, and ongoing operations.\">Supplier Operations</a></td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"explore-supp-mgmt__table_nhd_jdl_gxb__entry__2\">Provides advanced case management capabilities to handle key supplier lifecycle events such as onboarding, offboarding, and ongoing operations.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"explore-supp-mgmt__table_nhd_jdl_gxb__entry__1\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/supplier-performance-management-overview.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supplier-performance-management-overview.html\" class=\"xref\" title=\"Managing supplier relationship and performance is a key aspect of supplier management that aims to optimize the value and quality of the products and services delivered by suppliers.\">Supplier Relationship and Performance Management</a></td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"explore-supp-mgmt__table_nhd_jdl_gxb__entry__2\">Enables you to establish clear expectations and criteria for measuring supplier performance, monitor, and assess their performance against those criteria.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"explore-supp-mgmt__table_nhd_jdl_gxb__entry__1\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/supplier-pmnt-opt.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supplier-pmnt-opt.html\" class=\"xref\" title=\"Supplier managers can view the potential returns or savings when suppliers accept commercial credit card payments. They can convert high-potential suppliers, and capture value through card-based payments.\">Supplier Payment Optimization</a></td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"explore-supp-mgmt__table_nhd_jdl_gxb__entry__2\">Enables supplier managers to view the potential returns or savings when suppliers accept commercial credit card payments. They can convert high-potential suppliers, and capture value through card-based\n payments.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"explore-supp-mgmt__table_nhd_jdl_gxb__entry__1\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/supplier-awa.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supplier-awa.html\" class=\"xref\" title=\"Use the Advanced Work Assignment for Supplier Lifecycle Operations feature to automatically assign work items to agents based on availability and capacity.\">Advanced Work Assignment for Supplier Lifecycle Operations</a></td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"explore-supp-mgmt__table_nhd_jdl_gxb__entry__2\">Automatically assign supplier cases to agents based on availability and capacity.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"explore-supp-mgmt__table_nhd_jdl_gxb__entry__1\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept//csh\" href=\"https://servicenow-be-prod.servicenow.com/csh?topicname=better-tprm-slo&version=zurich&pubname=zurich-better-together\" class=\"xref\">Risk Assessments Integration\n for Supplier Lifecycle Operations</a></td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"explore-supp-mgmt__table_nhd_jdl_gxb__entry__2\">Provides an integration with the Third-party Risk Management (TPRM) application to conduct due diligence when onboarding new suppliers.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"explore-supp-mgmt__table_nhd_jdl_gxb__entry__1\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/supp-news-integration.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supp-news-integration.html\" class=\"xref\" title=\"The News Integration for Supplier Lifecycle Operations plugin (com.snc.sn_supplier_news) retrieves supplier news and activities using the Microsoft Bing News Search API and displays this information in the Supplier News and Activity section on the About tab of the Source-to-Pay Workspace.\">News Integration for Supplier Lifecycle Operations</a></td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"explore-supp-mgmt__table_nhd_jdl_gxb__entry__2\">Retrieve recent news and other articles from preferred news channels. There’s a preconfigured integration with <span class=\"ph\">Microsoft</span> Bing available with this application.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"explore-supp-mgmt__table_nhd_jdl_gxb__entry__1\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/craft-integration.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/craft-integration.html\" class=\"xref\" title=\"The Craft.co Integration for Supplier Lifecycle Operations plugin (com.snc.sn_supplier_craft) provides an integration between Craft and Supplier Case Management plugin.\">Craft.co Integration for Supplier Lifecycle Operations</a></td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"explore-supp-mgmt__table_nhd_jdl_gxb__entry__2\">Provides a preconfigured integration with Craft.co. Craft.co is a supplier intelligence platform that offers validated and comprehensive information about suppliers with which a company engages.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"explore-supp-mgmt__table_nhd_jdl_gxb__entry__1\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/relish-slo-connector.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/relish-slo-connector.html\" class=\"xref\" title=\"The SLO Connector for Relish Data Assure plugin (x_reliq_slo_connec) provides an integration between Relish and Supplier Case Management plugin.\">Relish Integration for Supplier Lifecycle Operations</a></td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"explore-supp-mgmt__table_nhd_jdl_gxb__entry__2\">Helps in validating supplier data while working on supplier cases for banking information change requests, supplier location change requests, and conducting sanction screening.</td>\n </tr>\n </tbody></table></div>\n </section>\n <section class=\"section\" id=\"explore-supp-mgmt__section_tb3_qhr_w1c\"><h2 id=\"d40859e419\" class=\"title sectiontitle\"><span class=\"ph\">Supplier Lifecycle Operations</span> functional architecture diagram</h2>\n \n <p class=\"p\">The following figure shows a high-level illustration of the various components that make up the functional architecture of <span class=\"ph\">Supplier Lifecycle Operations</span>.</p>\n <figure class=\"fig fignone\" id=\"explore-supp-mgmt__fig_dmm_shr_w1c\"><figcaption><span class=\"fig--title-label\">Figure 1. </span><span class=\"ph\">Supplier Lifecycle Operations</span> functional architecture diagram</figcaption>\n \n <img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/../image/slo-functional-architecture.png?_LANG=enus\" class=\"image\" id=\"explore-supp-mgmt__image_lkh_h3r_w1c\" alt=\"This figure illustrates the functional architecture diagram of Supplier Lifecycle Operations.\"/>\n </figure>\n </section>\n <section class=\"section\" id=\"explore-supp-mgmt__section_jrv_hp3_rcc\"><h2 id=\"d40859e450\" class=\"title sectiontitle\">Helpful resources</h2>\n \n <div class=\"p\">Here are some additional <span class=\"ph\">ServiceNow</span> resources that can help you:<dl class=\"dl\">\n \n <dt class=\"dt dlterm\"><svg class=\"image svg icon decorative\" id=\"explore-supp-mgmt__image_odw_cm5_lc\" viewBox=\"0 0 627.03 800\">\n <defs>\n \n </defs>\n <g id=\"Documentation_d40859e463\">\n <path class=\"cls-2\" style=\"fill: #62d84e;;\" d=\"M0,57C0,25.52,25.52,0,57,0h189.07c210.39,0,380.95,170.56,380.95,380.95,0,231.43-187.62,419.05-419.05,419.05H52.25c-28.86,0-52.25-23.4-52.25-52.25V57Z\"></path>\n <path class=\"cls-1\" style=\"fill-rule: evenodd;;\" d=\"M608.92,264.57c8.37,26.12,14,53.47,16.55,81.71l-187.97-71.27-62.5-50,233.92,39.57Z\"></path>\n <path class=\"cls-1\" style=\"fill-rule: evenodd;;\" d=\"M350,14.35c128.19,36.27,228.91,137.97,263.8,266.73h-138.8c-69.04,0-125-55.96-125-125V14.35Z\"></path>\n </g>\n</svg> Release Notes</dt>\n <dd class=\"dd\">Learn more about what's new and changed. See the <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept//csh\" href=\"https://servicenow-be-prod.servicenow.com/csh?topicname=supplier-lifecycle-operations-rn&version=zurich&pubname=zurich-release-notes\" class=\"xref\">Supplier Lifecycle Operations release notes</a>.</dd>\n \n \n <dt class=\"dt dlterm\"><svg class=\"image svg icon decorative\" id=\"explore-supp-mgmt__image_support-dl\" viewBox=\"0 0 750 750\">\n <defs>\n \n </defs>\n <g id=\"Support_d40859e477\">\n <path class=\"cls-2\" style=\"fill-rule: evenodd;;\" d=\"M554.63,554.63l85.54,85.54c-67.86,67.86-161.61,109.84-265.16,109.84C167.89,750,0,582.11,0,375c0-103.56,41.97-197.3,109.84-265.17l85.54,85.54c-45.97,45.97-74.4,109.48-74.4,179.63,0,31.51,5.74,61.68,16.22,89.52,13.84-51.56,60.91-89.52,116.84-89.52,66.81,0,120.97,54.16,120.97,120.97,0,55.93-37.96,103-89.52,116.84,27.84,10.49,58.01,16.22,89.52,16.22,70.15,0,133.66-28.44,179.63-74.41Z\"></path>\n <path class=\"cls-1\" style=\"fill: #62d84e; ; fill-rule: evenodd;;\" d=\"M375,0c-103.55,0-197.3,41.97-265.17,109.84l85.54,85.54c45.97-45.97,109.48-74.4,179.63-74.4,31.51,0,61.68,5.74,89.52,16.22-51.56,13.84-89.52,60.91-89.52,116.84,0,66.81,54.16,120.97,120.97,120.97,55.93,0,103-37.96,116.84-89.52,10.49,27.84,16.23,58.01,16.23,89.52,0,70.15-28.44,133.66-74.41,179.63l85.54,85.54c67.86-67.86,109.84-161.61,109.84-265.16C750,167.89,582.11,0,375,0Z\"></path>\n </g>\n</svg> Known Error Portal</dt>\n <dd class=\"dd\">Learn more about specific known errors, along with workarounds if any, from the <a class=\"xref true-external\" href=\"https://support.servicenow.com/kb?id=known_error_portal\" target=\"_blank\">Known Error Portal</a>.</dd>\n \n \n <dt class=\"dt dlterm\"><svg xmlns:xlink=\"http://www.w3.org/1999/xlink\" class=\"image svg icon decorative\" id=\"explore-supp-mgmt__image_learn-dl\" viewBox=\"0 0 800 800\">\n <defs>\n \n <clipPath id=\"clippath_d40859e491\">\n <rect class=\"cls-1\" style=\"fill: none;;\" width=\"800\" height=\"800\"></rect>\n </clipPath>\n </defs>\n <g id=\"Learning_d40859e491\">\n <g class=\"cls-3\" style=\"clip-path: url(#clippath_d40859e491);;;\">\n <g>\n <path d=\"M345.83,579.09c191,59.83,394.34-46.5,454.17-237.5L108.33,124.92c-59.83,191,46.5,394.34,237.5,454.17Z\"></path>\n <path class=\"cls-2\" style=\"fill: #62d84e;;\" d=\"M362.61,362.52c200.15,0,362.4,162.26,362.4,362.41H.21c0-200.15,162.25-362.41,362.4-362.41Z\"></path>\n <circle class=\"cls-2\" style=\"fill: #62d84e;;\" cx=\"637.48\" cy=\"187.48\" r=\"87.48\"></circle>\n </g>\n </g>\n </g>\n</svg> ServiceNow University</dt>\n <dd class=\"dd\">Access real-time courses, self-paced training, and career resources, such as <a class=\"xref true-external\" href=\"https://learning.servicenow.com/lxp/en/source-to-pay-operations/supplier-lifecycle-operations-slo-implementation?id=learning_course_prev&course_id=19d699b8c38cd2985922751ce001316f\" target=\"_blank\">SLO Implementation Essentials</a> and more, from <a class=\"xref true-external\" href=\"https://learning.servicenow.com/lxp/en/pages/servicenow\" target=\"_blank\">ServiceNow University</a>.</dd>\n \n \n <dt class=\"dt dlterm\"><svg class=\"image svg icon decorative\" id=\"explore-supp-mgmt__image_create-dl\" viewBox=\"0 0 800 685.61\">\n <defs>\n \n </defs>\n <g id=\"Layer_10_d40859e509\">\n <path class=\"cls-1\" style=\"fill: #62d84e; fill-rule: evenodd;;\" d=\"M399.99,577c-118.72,0-199.99-85.65-199.99-191.58s81.27-193.11,199.99-193.11,199.99,87.11,199.99,193.11-81.21,191.58-199.99,191.58ZM402.33,0C183.14-1.2,1.86,170.62.01,381.43c-.94,111.57,47.55,212.31,125.64,283.17,28.42,25.74,72.34,28.26,103.16,5.2,45.54-34.05,103.97-54.34,171.18-54.34s125.67,20.32,171.21,54.34c31.09,23.25,75.2,20.26,103.75-5.76,76.98-70.11,125.05-169.36,125.05-279.37C800,172.98,622.13,1.2,402.33,0Z\"></path>\n </g>\n</svg> Now Create</dt>\n <dd class=\"dd\">Log in to your <span class=\"ph\">ServiceNow</span> account and find additional information about implementing and deploying <span class=\"ph\">Supplier Lifecycle Operations</span> features at <a class=\"xref true-external\" href=\"https://learning.servicenow.com/nowcreate\" target=\"_blank\">Now Create</a>.</dd>\n \n \n <dt class=\"dt dlterm\"><svg class=\"image svg icon decorative\" id=\"explore-supp-mgmt__image_success-dl\" viewBox=\"0 0 800 685.61\">\n <defs>\n \n </defs>\n <g id=\"Layer_10_d40859e529\">\n <path class=\"cls-1\" style=\"fill: #62d84e; fill-rule: evenodd;;\" d=\"M399.99,577c-118.72,0-199.99-85.65-199.99-191.58s81.27-193.11,199.99-193.11,199.99,87.11,199.99,193.11-81.21,191.58-199.99,191.58ZM402.33,0C183.14-1.2,1.86,170.62.01,381.43c-.94,111.57,47.55,212.31,125.64,283.17,28.42,25.74,72.34,28.26,103.16,5.2,45.54-34.05,103.97-54.34,171.18-54.34s125.67,20.32,171.21,54.34c31.09,23.25,75.2,20.26,103.75-5.76,76.98-70.11,125.05-169.36,125.05-279.37C800,172.98,622.13,1.2,402.33,0Z\"></path>\n </g>\n</svg> Customer Success Center</dt>\n <dd class=\"dd\">Find useful resources related to your role and explore best practices at the <a class=\"xref true-external\" href=\"https://www.servicenow.com/success.html?\" target=\"_blank\">Customer Success Center</a>.</dd>\n \n \n <dt class=\"dt dlterm\"><svg xmlns:xlink=\"http://www.w3.org/1999/xlink\" class=\"image svg icon decorative\" viewBox=\"0 -2.969 20 20\" version=\"1.0\" preserveAspectRatio=\"xMidYMid\" id=\"explore-supp-mgmt__image_gf1_1lv_lcc\" width=\"20px\" height=\"20px\">\n <g>\n <path d=\"M19.558 2.193A2.514 2.514 0 0 0 17.788 0.423C16.236 0 9.99 0 9.99 0S3.743 0.013 2.191 0.436A2.514 2.514 0 0 0 0.421 2.206c-0.469 2.758 -0.652 6.96 0.013 9.607a2.514 2.514 0 0 0 1.77 1.77c1.552 0.423 7.799 0.423 7.799 0.423s6.246 0 7.798 -0.423a2.514 2.514 0 0 0 1.77 -1.77c0.495 -2.762 0.648 -6.961 -0.013 -9.62\" fill=\"#FF0000\"></path>\n <path fill=\"#FFFFFF\" d=\"M8.002 10.005L13.184 7.003L8.002 4.002Z\"></path>\n </g>\n</svg> YouTube</dt>\n <dd class=\"dd\">Learn more about the value that you can add to your business with the Source-to-Pay suite. Watch <a class=\"xref true-external\" href=\"https://www.youtube.com/watch?v=crQtfrCR6DY\" target=\"_blank\">Multiply the value of your ServiceNow platform with Source-to-Pay workflows</a> on YouTube.</dd>\n \n \n <dt class=\"dt dlterm\"><svg class=\"image svg icon decorative\" id=\"explore-supp-mgmt__image_community-dl\" viewBox=\"0 0 770 749.11\">\n <defs>\n \n </defs>\n <g id=\"Community_d40859e558\">\n <g>\n <path class=\"cls-2\" style=\"fill-rule: evenodd;;\" d=\"M325.81,131.53c-37.87,8.59-72.5,25.33-102.09,48.25-27.29,21.13-66.55,16.14-87.68-11.15s-16.14-66.55,11.15-87.68C209.95,32.34,288.26,2.49,373.6.15c96.79-2.66,186.39,30.48,255.88,87.32,26.72,21.85,30.66,61.23,8.8,87.95s-61.23,30.66-87.95,8.81c-30.54-24.98-66.7-43.17-106.24-52.39,24.66,18.21,40.64,47.48,40.64,80.49,0,55.23-44.77,100-100,100s-100-44.77-100-100c0-33.19,16.17-62.61,41.07-80.8Z\"></path>\n <path class=\"cls-1\" style=\"fill: #62d84e; ; fill-rule: evenodd;;\" d=\"M573.93,562.32c-28.1,12.24-61.44,11.46-90.03-5.04-47.83-27.61-64.22-88.77-36.6-136.6s88.78-64.22,136.6-36.6c28.75,16.6,46.13,45.31,49.44,75.97,11.49-37.09,14.31-75.45,9.26-112.54-4.66-34.2,19.29-65.7,53.5-70.36,34.2-4.66,65.7,19.29,70.36,53.5,10.71,78.66-2.59,161.4-43.24,236.49-46.09,85.14-119.6,146.18-203.57,177.94-32.29,12.21-68.36-4.06-80.57-36.35-12.21-32.29,4.06-68.36,36.35-80.57,36.9-13.96,70.74-36.18,98.49-65.82Z\"></path>\n <path class=\"cls-2\" style=\"fill-rule: evenodd;;\" d=\"M195.08,562.11c26.37,28.5,58.19,50.12,92.83,64.29,31.95,13.07,47.25,49.56,34.19,81.51s-49.56,47.25-81.51,34.19c-73.48-30.06-138.48-82.95-183.19-155.69C6.71,503.92-9.39,409.75,5.09,321.15c5.57-34.07,37.7-57.17,71.76-51.6s57.17,37.7,51.6,71.76c-6.36,38.94-4.03,79.35,7.75,118.2,3.45-30.46,20.8-58.94,49.38-75.44,47.83-27.61,108.99-11.23,136.6,36.6,27.61,47.83,11.23,108.99-36.6,136.6-28.75,16.6-62.31,17.3-90.51,4.83Z\"></path>\n </g>\n </g>\n</svg> ServiceNow Community</dt>\n <dd class=\"dd\">Connect with other <span class=\"ph\">Supplier Lifecycle Operations</span> users at <a class=\"xref true-external\" href=\"https://www.servicenow.com/community/source-to-pay-operations/ct-p/source-2-pay-operations\" target=\"_blank\">ServiceNow Community</a>.</dd>\n \n </dl></div>\n </section>\n </div>\n</article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Exploring Supplier Lifecycle Operations Use ServiceNow® Supplier Lifecycle Operations to empower suppliers with self-service to simplify operations and improve productivity. ## Overview of Supplier Lifecycle Operations Supplier Lifecycle Operations enables you to onboard suppliers quickly, effortlessly manage supplier data, add key supplier contacts, monitor supplier performance, and enhance the productivity of the teams that engage with suppliers. ## Benefits of Supplier Lifecycle Operations Supplier Lifecycle Operations provides the following benefits: * Faster supplier onboarding: View details about new suppliers and onboard suppliers quickly using onboarding workflows and start purchasing goods and services. * Automatically import supplier information: Supplier Lifecycle Operations integrates with the supplier Intelligence platform, Craft, which enables you to import and view all the important supplier details. * Supplier self-service: Enhance the supplier experience by enabling suppliers to complete onboarding tasks, get their questioned answered, and fulfill requests, such as viewing open purchase orders and submitting invoices. * Supplier data management: Provide flexibility to suppliers to manage and update their own data, ensuring that the supplier data is current and up to date. * Supplier case and contact management: Create and manage supplier cases, add, and manage supplier contacts. * Minimize risk during supplier onboarding: Identify and assess potential supplier risks when onboarding new suppliers. * Manage supplier relationship and performance: Monitor and assess supplier performance by setting up criteria for measuring supplier performance though KPIs and thresholds. * Many-to-many (M2M) mapping between supplier contact and suppliers: A single supplier contact can be the contact for multiple suppliers, if those suppliers share a parent-subsidiary relationship.Important: M2M mapping between supplier contact and suppliers is available from the Xanadu December 2024 release onwards. To enable M2M mapping, see Enable M2M mapping between supplier contact and suppliers. * Supplier payment optimization: Supplier managers can view the potential returns or savings when a supplier accepts commercial credit card payments. They can convert high-potential suppliers, and capture value through card-based payments. For more information about installing and configuring Supplier Lifecycle Operations, see Configuring Supplier Lifecycle Operations. ## Supplier Lifecycle Operations applications Supplier Lifecycle Operations includes the following applications. \| Application \| Description \| \| --- \| --- \| \| Supplier Case Management \| The application includes demo data and installs related ServiceNow® Store applications and plugins if they are not already installed. \| \| Supplier Common Architecture \| Provides a common architecture to track data objects related to a supplier used in both Supplier Lifecycle Operations and Supplier Collaboration Portal. \| \| Source-to-Pay Workspace \| Enables you to centralize supplier information and collaborate with suppliers to improve performance.Important: Starting with the Washington D.C. release, Supplier Manager Workspace is being prepared for future deprecation. It’s hidden from the navigation and no longer is activated on new instances but will continue to be supported. Source-to-Pay Workspace provides the latest experience for this functionality. \| \| Supplier Collaboration Portal \| Provides a single, one-stop experience for suppliers to get self-service, complete tasks and make requests into an organization. \| \| Supplier Operations \| Provides advanced case management capabilities to handle key supplier lifecycle events such as onboarding, offboarding, and ongoing operations. \| \| Supplier Relationship and Performance Management \| Enables you to establish clear expectations and criteria for measuring supplier performance, monitor, and assess their performance against those criteria. \| \| Supplier Payment Optimization \| Enables supplier managers to view the potential returns or savings when suppliers accept commercial credit card payments. They can convert high-potential suppliers, and capture value through card-based payments. \| \| Advanced Work Assignment for Supplier Lifecycle Operations \| Automatically assign supplier cases to agents based on availability and capacity. \| \| Risk Assessments Integration for Supplier Lifecycle Operations \| Provides an integration with the Third-party Risk Management (TPRM) application to conduct due diligence when onboarding new suppliers. \| \| News Integration for Supplier Lifecycle Operations \| Retrieve recent news and other articles from preferred news channels. There’s a preconfigured integration with Microsoft Bing available with this application. \| \| Craft.co Integration for Supplier Lifecycle Operations \| Provides a preconfigured integration with Craft.co. Craft.co is a supplier intelligence platform that offers validated and comprehensive information about suppliers with which a company engages. \| \| Relish Integration for Supplier Lifecycle Operations \| Helps in validating supplier data while working on supplier cases for banking information change requests, supplier location change requests, and conducting sanction screening. \| ## Supplier Lifecycle Operations functional architecture diagram The following figure shows a high-level illustration of the various components that make up the functional architecture of Supplier Lifecycle Operations. Figure 1. Supplier Lifecycle Operations functional architecture diagram ## Helpful resources Here are some additional ServiceNow resources that can help you: #### Release Notes Learn more about what's new and changed. See the Supplier Lifecycle Operations release notes. #### Known Error Portal Learn more about specific known errors, along with workarounds if any, from the Known Error Portal. #### ServiceNow University Access real-time courses, self-paced training, and career resources, such as SLO Implementation Essentials and more, from ServiceNow University. #### Now Create Log in to your ServiceNow account and find additional information about implementing and deploying Supplier Lifecycle Operations features at Now Create. #### Customer Success Center Find useful resources related to your role and explore best practices at the Customer Success Center. #### YouTube Learn more about the value that you can add to your business with the Source-to-Pay suite. Watch Multiply the value of your ServiceNow platform with Source-to-Pay workflows on YouTube. #### ServiceNow Community Connect with other Supplier Lifecycle Operations users at ServiceNow Community.	--- title: Exploring Supplier Lifecycle Operations description: "Use ServiceNow\xAE Supplier Lifecycle Operations to empower suppliers\ \ with self-service to simplify operations and improve productivity." keywords: [] breadcrumbs: - Finance and Supply Chain - Supplier Lifecycle Operations --- # Exploring Supplier Lifecycle Operations Use ServiceNow® Supplier Lifecycle Operations to empower suppliers with self-service to simplify operations and improve productivity. ## Overview of Supplier Lifecycle Operations Supplier Lifecycle Operations enables you to onboard suppliers quickly, effortlessly manage supplier data, add key supplier contacts, monitor supplier performance, and enhance the productivity of the teams that engage with suppliers. ## Benefits of Supplier Lifecycle Operations Supplier Lifecycle Operations provides the following benefits: * Faster supplier onboarding: View details about new suppliers and onboard suppliers quickly using onboarding workflows and start purchasing goods and services. * Automatically import supplier information: Supplier Lifecycle Operations integrates with the supplier Intelligence platform, Craft, which enables you to import and view all the important supplier details. * Supplier self-service: Enhance the supplier experience by enabling suppliers to complete onboarding tasks, get their questioned answered, and fulfill requests, such as viewing open purchase orders and submitting invoices. * Supplier data management: Provide flexibility to suppliers to manage and update their own data, ensuring that the supplier data is current and up to date. * Supplier case and contact management: Create and manage supplier cases, add, and manage supplier contacts. * Minimize risk during supplier onboarding: Identify and assess potential supplier risks when onboarding new suppliers. * Manage supplier relationship and performance: Monitor and assess supplier performance by setting up criteria for measuring supplier performance though KPIs and thresholds. * Many-to-many (M2M) mapping between supplier contact and suppliers: A single supplier contact can be the contact for multiple suppliers, if those suppliers share a parent-subsidiary relationship.Important: M2M mapping between supplier contact and suppliers is available from the Xanadu December 2024 release onwards. To enable M2M mapping, see Enable M2M mapping between supplier contact and suppliers. * Supplier payment optimization: Supplier managers can view the potential returns or savings when a supplier accepts commercial credit card payments. They can convert high-potential suppliers, and capture value through card-based payments. For more information about installing and configuring Supplier Lifecycle Operations, see Configuring Supplier Lifecycle Operations. ## Supplier Lifecycle Operations applications Supplier Lifecycle Operations includes the following applications. \| Application \| Description \| \| --- \| --- \| \| Supplier Case Management \| The application includes demo data and installs related ServiceNow® Store applications and plugins if they are not already installed. \| \| Supplier Common Architecture \| Provides a common architecture to track data objects related to a supplier used in both Supplier Lifecycle Operations and Supplier Collaboration Portal. \| \| Source-to-Pay Workspace \| Enables you to centralize supplier information and collaborate with suppliers to improve performance.Important: Starting with the Washington D.C. release, Supplier Manager Workspace is being prepared for future deprecation. It’s hidden from the navigation and no longer is activated on new instances but will continue to be supported. Source-to-Pay Workspace provides the latest experience for this functionality. \| \| Supplier Collaboration Portal \| Provides a single, one-stop experience for suppliers to get self-service, complete tasks and make requests into an organization. \| \| Supplier Operations \| Provides advanced case management capabilities to handle key supplier lifecycle events such as onboarding, offboarding, and ongoing operations. \| \| Supplier Relationship and Performance Management \| Enables you to establish clear expectations and criteria for measuring supplier performance, monitor, and assess their performance against those criteria. \| \| Supplier Payment Optimization \| Enables supplier managers to view the potential returns or savings when suppliers accept commercial credit card payments. They can convert high-potential suppliers, and capture value through card-based payments. \| \| Advanced Work Assignment for Supplier Lifecycle Operations \| Automatically assign supplier cases to agents based on availability and capacity. \| \| Risk Assessments Integration for Supplier Lifecycle Operations \| Provides an integration with the Third-party Risk Management (TPRM) application to conduct due diligence when onboarding new suppliers. \| \| News Integration for Supplier Lifecycle Operations \| Retrieve recent news and other articles from preferred news channels. There’s a preconfigured integration with Microsoft Bing available with this application. \| \| Craft.co Integration for Supplier Lifecycle Operations \| Provides a preconfigured integration with Craft.co. Craft.co is a supplier intelligence platform that offers validated and comprehensive information about suppliers with which a company engages. \| \| Relish Integration for Supplier Lifecycle Operations \| Helps in validating supplier data while working on supplier cases for banking information change requests, supplier location change requests, and conducting sanction screening. \| ## Supplier Lifecycle Operations functional architecture diagram The following figure shows a high-level illustration of the various components that make up the functional architecture of Supplier Lifecycle Operations. Figure 1. Supplier Lifecycle Operations functional architecture diagram ## Helpful resources Here are some additional ServiceNow resources that can help you: #### Release Notes Learn more about what's new and changed. See the Supplier Lifecycle Operations release notes. #### Known Error Portal Learn more about specific known errors, along with workarounds if any, from the Known Error Portal. #### ServiceNow University Access real-time courses, self-paced training, and career resources, such as SLO Implementation Essentials and more, from ServiceNow University. #### Now Create Log in to your ServiceNow account and find additional information about implementing and deploying Supplier Lifecycle Operations features at Now Create. #### Customer Success Center Find useful resources related to your role and explore best practices at the Customer Success Center. #### YouTube Learn more about the value that you can add to your business with the Source-to-Pay suite. Watch Multiply the value of your ServiceNow platform with Source-to-Pay workflows on YouTube. #### ServiceNow Community Connect with other Supplier Lifecycle Operations users at ServiceNow Community.
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/post-upgrade-tasks-slo.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/post-upgrade-tasks-slo.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/supplier-lifecycle-operations/concept/post-upgrade-tasks-slo.html	zurich	Post-upgrade tasks for Supplier Case Management	After you upgrade to Washington DC, you must review all the post-upgrade tasks and complete them as needed.	[]	[ "Finance and Supply Chain", "Supplier Lifecycle Operations", "Configuring Supplier Lifecycle Operations", "Install Supplier Case Management" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/post-upgrade-tasks-slo.html" id="bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/post-upgrade-tasks-slo.html"><body id="post-upgrade-tasks-slo"><main role="main"><article role="article" class="dita" id="post-upgrade-tasks-slo" aria-labelledby="title_post-upgrade-tasks-slo"> <h1 class="title topictitle1" id="title_post-upgrade-tasks-slo">Post-upgrade tasks for <span class="ph">Supplier Case Management</span></h1> <div class="body conbody"><p class="shortdesc">After you upgrade to Washington DC, you must review all the post-upgrade tasks and complete them as needed.</p></div> <nav role="navigation"><dt class="ullinks"></dt><dd class="ullinks"><ul class="ullinks"><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/supplier-task-table-restructure.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supplier-task-table-restructure.html">Restructured Supplier Task table</a><p class="shortdesc">The Supplier Task table architecture has been restructured in the <span class="ph">Washington DC</span> and <span class="ph">Yokohama</span> releases.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/run-fixscript-update-kpi-instruction.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/run-fixscript-update-kpi-instruction.html">Run fix script to update the KPI Instruction field in the Supplier Task table</a><p class="shortdesc">Run this fix script to update the new field <span class="ph uicontrol">KPI Instruction</span> added in the Supplier Task (sn_slm_task) table in the <span class="ph">Zurich</span> release.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/fix-script-deprecated-column.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/fix-script-deprecated-column.html">Run fix script to migrate existing data from the deprecated Action type column after upgrade</a><p class="shortdesc">In the May Store 2024 release, the <span class="ph uicontrol">Action type</span> column in the Supplier Task (sn_slm_task) table has been deprecated.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/access-smw-after-upgrade.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/access-smw-after-upgrade.html">Run fix script to use the Supplier Manager Workspace after upgrading to the Zurich release</a><p class="shortdesc">After upgrading to the <span class="ph">Zurich</span> release, you can see only the <span class="ph">Source-to-Pay Workspace</span> on the <span class="ph uicontrol">All</span> navigation tab. You don't have to do anything if you choose to continue to use the <span class="ph">Source-to-Pay Workspace</span>.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/enable-deprecated-case-types.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/enable-deprecated-case-types.html">Enable deprecated case types after upgrade</a><p class="shortdesc">After you upgrade to <span class="ph">Zurich</span>, you can enable deprecated case types if you have the admin role.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/process-skipped-records-upgrade.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/process-skipped-records-upgrade.html">Processing the skipped supplier catalog item records after upgrade</a><p class="shortdesc">After you upgrade to <span class="ph">Zurich</span>, the latest supplier catalog items may get skipped and therefore may not be available after the upgrade.</p></li></ul></dd></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Supplier Lifecycle Operations", "topic_id": "product/supplier-lifecycle-operations/concept/supp-mgmt-landing-page.html" }, { "title": "Configuring Supplier Lifecycle Operations", "topic_id": "product/supplier-lifecycle-operations/concept/config-supp-mgmt.html" }, { "title": "Install Supplier Case Management", "topic_id": "product/supplier-lifecycle-operations/task/install-supp-mgmt.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations\">Zurich Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/finance-supply-chain-landing.html\">Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supp-mgmt-landing-page.html\">Supplier Lifecycle Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/config-supp-mgmt.html\">Configuring Supplier Lifecycle Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/install-supp-mgmt.html\">Install Supplier Case Management</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">Post-upgrade tasks for Supplier Case Management</span>", "bundle_id": "zurich-source-to-pay-operations", "bundle_key": 2735, "bundle_landing_page": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html", "bundle_subtitle": null, "bundle_title": "Zurich Finance and Supply Chain", "canonical_link": null, "dates": { "Added on": "2025-08-05T13:11:54.216332Z", "Created on": "2024-04-09T00:00:00Z", "Initial upload": 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"topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/post-upgrade-tasks-slo.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/post-upgrade-tasks-slo.html\"><body id=\"post-upgrade-tasks-slo\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"post-upgrade-tasks-slo\" aria-labelledby=\"title_post-upgrade-tasks-slo\">\n <h1 class=\"title topictitle1\" id=\"title_post-upgrade-tasks-slo\">Post-upgrade tasks for <span class=\"ph\">Supplier Case Management</span></h1>\n \n \n <div class=\"body conbody\"><p class=\"shortdesc\">After you upgrade to Washington DC, you must review all the post-upgrade tasks and complete them as needed.</p></div>\n<nav role=\"navigation\"><dt class=\"ullinks\"></dt><dd class=\"ullinks\"><ul class=\"ullinks\"><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/supplier-task-table-restructure.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supplier-task-table-restructure.html\">Restructured Supplier Task table</a><p class=\"shortdesc\">The Supplier Task table architecture has been restructured in the <span class=\"ph\">Washington DC</span> and <span class=\"ph\">Yokohama</span> releases.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/run-fixscript-update-kpi-instruction.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/run-fixscript-update-kpi-instruction.html\">Run fix script to update the KPI Instruction field in the Supplier Task table</a><p class=\"shortdesc\">Run this fix script to update the new field <span class=\"ph uicontrol\">KPI Instruction</span> added in the Supplier Task (sn_slm_task) table in the <span class=\"ph\">Zurich</span> release.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/fix-script-deprecated-column.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/fix-script-deprecated-column.html\">Run fix script to migrate existing data from the deprecated Action type column after upgrade</a><p class=\"shortdesc\">In the May Store 2024 release, the <span class=\"ph uicontrol\">Action type</span> column in the Supplier Task (sn_slm_task) table has been deprecated.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/access-smw-after-upgrade.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/access-smw-after-upgrade.html\">Run fix script to use the Supplier Manager Workspace after upgrading to the Zurich release</a><p class=\"shortdesc\">After upgrading to the <span class=\"ph\">Zurich</span> release, you can see only the <span class=\"ph\">Source-to-Pay Workspace</span> on the <span class=\"ph uicontrol\">All</span> navigation tab. You don't have to do anything if you choose to continue to use the <span class=\"ph\">Source-to-Pay Workspace</span>.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/enable-deprecated-case-types.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/enable-deprecated-case-types.html\">Enable deprecated case types after upgrade</a><p class=\"shortdesc\">After you upgrade to <span class=\"ph\">Zurich</span>, you can enable deprecated case types if you have the admin role.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/process-skipped-records-upgrade.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/process-skipped-records-upgrade.html\">Processing the skipped supplier catalog item records after upgrade</a><p class=\"shortdesc\">After you upgrade to <span class=\"ph\">Zurich</span>, the latest supplier catalog items may get skipped and therefore may not be available after the upgrade.</p></li></ul></dd></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Post-upgrade tasks for Supplier Case Management After you upgrade to Washington DC, you must review all the post-upgrade tasks and complete them as needed.	--- title: Post-upgrade tasks for Supplier Case Management description: After you upgrade to Washington DC, you must review all the post-upgrade tasks and complete them as needed. keywords: [] breadcrumbs: - Finance and Supply Chain - Supplier Lifecycle Operations - Configuring Supplier Lifecycle Operations - Install Supplier Case Management --- # Post-upgrade tasks for Supplier Case Management After you upgrade to Washington DC, you must review all the post-upgrade tasks and complete them as needed.
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/relish-slo-connector.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/relish-slo-connector.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/supplier-lifecycle-operations/concept/relish-slo-connector.html	zurich	Relish Integration for Supplier Lifecycle Operations	The SLO Connector for Relish Data Assure plugin (x_reliq_slo_connec) provides an integration between Relish and Supplier Case Management plugin.	[]	[ "Finance and Supply Chain", "Supplier Lifecycle Operations", "Integrating Supplier Lifecycle Operations with other applications" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/relish-slo-connector.html" id="bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/relish-slo-connector.html"><body id="relish-slo-connector"><main role="main"><article role="article" class="dita" id="relish-slo-connector" aria-labelledby="title_relish-slo-connector"> <h1 class="title topictitle1" id="title_relish-slo-connector">Relish Integration for Supplier Lifecycle Operations</h1> <div class="body conbody"><p class="shortdesc">The SLO Connector for Relish Data Assure plugin (x_reliq_slo_connec) provides an integration between Relish and Supplier Case Management plugin.</p> <div class="note important note_important"><span class="note__title">Important:</span> Check your entitlements to determine whether you have access to Relish Integration for Supplier Lifecycle Operations.</div> <p class="p">Relish is a third-party supplier intelligence platform that helps in validating supplier data while working on supplier cases (for banking information change requests, supplier location change requests, and conducting sanction screening). For more information, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/review-supp-info-relish.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/review-supp-info-relish.html" class="xref" title="Using Relish integration, checking supplier's banking details, physical addresses, and sanction screening can be done efficiently.">Review supplier information using Relish</a>.</p> <div class="p">To install SLO Connector for Relish Data Assure, the following plugins have to be installed:<ul class="ul" id="relish-slo-connector__ul_jhs_14t_zfc"> <li class="li"><span class="ph uicontrol">Required plugins</span>: <ul class="ul" id="relish-slo-connector__ul_lpq_nst_zfc"> <li class="li">SLO Connector for Relish Data Assure plugin (x_reliq_slo_connec)</li> <li class="li">Relish Data Assure (x_reliq_relish_dat)</li> </ul></li> <li class="li"><span class="ph uicontrol">Dependent plugin</span>: Source-to-pay integration framework (sn_spend_intg)</li> </ul></div> <p class="p">After SLO Connector for Relish Data Assure is installed, Relish shares the client ID and password. A basic authentication profile must be created using the client ID and password. For more information, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/auth-profile-using-relish.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/auth-profile-using-relish.html" class="xref" title="Create a basic authentication profile that can be used for web service integration with Relish. Register the Relish user name and password to create the authentication profile.">Set up authentication profile using Relish credentials</a>.</p> </div> <nav role="navigation"><dt class="ullinks"></dt><dd class="ullinks"><ul class="ullinks"><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/auth-profile-using-relish.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/auth-profile-using-relish.html">Set up authentication profile using Relish credentials</a><p class="shortdesc">Create a basic authentication profile that can be used for web service integration with Relish. Register the Relish user name and password to create the authentication profile.</p></li></ul></dd></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"><div class="col-md-4"><dt>Related concepts</dt><dd><ul><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/slo-int-framework.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/slo-int-framework.html" class="link" title="The Supplier Lifecycle Operations (SLO) integration framework enables you to exchange supplier data with any third-party ERP system.">Supplier Lifecycle Operations integration framework</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/craft-integration.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/craft-integration.html" class="link" title="The Craft.co Integration for Supplier Lifecycle Operations plugin (com.snc.sn_supplier_craft) provides an integration between Craft and Supplier Case Management plugin.">Craft.co Integration for Supplier Lifecycle Operations</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/supp-news-integration.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supp-news-integration.html" class="link" title="The News Integration for Supplier Lifecycle Operations plugin (com.snc.sn_supplier_news) retrieves supplier news and activities using the Microsoft Bing News Search API and displays this information in the Supplier News and Activity section on the About tab of the Source-to-Pay Workspace.">News Integration for Supplier Lifecycle Operations</a></li></ul></dd></div></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Supplier Lifecycle Operations", "topic_id": "product/supplier-lifecycle-operations/concept/supp-mgmt-landing-page.html" }, { "title": "Integrating Supplier Lifecycle Operations with other applications", "topic_id": "product/supplier-lifecycle-operations/concept/integrate-slo.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations\">Zurich Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/finance-supply-chain-landing.html\">Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supp-mgmt-landing-page.html\">Supplier Lifecycle Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/integrate-slo.html\">Integrating Supplier Lifecycle Operations with other applications</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">Relish Integration for Supplier Lifecycle Operations</span>", "bundle_id": "zurich-source-to-pay-operations", "bundle_key": 2735, "bundle_landing_page": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html", "bundle_subtitle": null, "bundle_title": "Zurich Finance and Supply Chain", "canonical_link": null, "dates": { "Added on": "2025-08-05T13:11:54.216332Z", "Created on": "2025-07-16T00:00:00Z", "Initial upload": "2025-07-30T22:25:52.095402Z", "Updated on": "2025-07-31T00:00:00Z" }, "dislike_url": "https://servicenow-be-prod.servicenow.com/dislike/55688781", "dislikes": 0, "es_archived_content": false, "is_in_fav": false, "is_liked": null, "is_watched": false, "keywords": [ " zurich zurich" ], "labels": [ { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "zurich", "navtitle": "Zurich", "outputclasses": [], "subjectHeadId": "versions", "subjectheadNavtitle": "Versions", "visibility": "show-facet" }, { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "slcmgmt", "navtitle": "Supplier Lifecycle Operations", "outputclasses": [], "subjectHeadId": "products", "subjectheadNavtitle": 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}, "page_id": "product/supplier-lifecycle-operations/concept/relish-slo-connector.html", "page_key": 55688781, "preprocessed_PDF": "https://downloads.docs.servicenow.com/pdf/enus/servicenow-yokohama-source-to-pay-operations-enus.pdf", "rating": null, "read_time_data": { "char_count": 1367, "img_count": 0, "read_time": 1, "video_links": [ "" ], "word_count": 189 }, "related_links": [ { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "The Supplier Lifecycle Operations (SLO) integration framework enables you to exchange supplier data with any third-party ERP system.", "title": "Supplier Lifecycle Operations integration framework", "topic": "/product/supplier-lifecycle-operations/concept/slo-int-framework.html", "type": "concept", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "The Craft.co Integration for Supplier Lifecycle Operations plugin (com.snc.sn_supplier_craft) provides an 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"primary_sort": "top-down", "type": "subjecthead" }, "clustered_labels": [ "versions" ], "clustered_topics": [], "clustering_title": "Zurich" }, "topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/relish-slo-connector.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/relish-slo-connector.html\"><body id=\"relish-slo-connector\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"relish-slo-connector\" aria-labelledby=\"title_relish-slo-connector\">\n <h1 class=\"title topictitle1\" id=\"title_relish-slo-connector\">Relish Integration for Supplier Lifecycle Operations</h1>\n \n \n <div class=\"body conbody\"><p class=\"shortdesc\">The SLO Connector for Relish Data Assure plugin (x_reliq_slo_connec) provides an integration between Relish and Supplier Case Management plugin.</p>\n <div class=\"note important note_important\"><span class=\"note__title\">Important:</span> Check your entitlements to determine whether you have access to Relish Integration for Supplier Lifecycle Operations.</div>\n <p class=\"p\">Relish is a third-party supplier intelligence platform that helps in validating supplier data while working on supplier cases (for banking information change requests, supplier location change requests, and conducting sanction\n screening). For more information, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/review-supp-info-relish.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/review-supp-info-relish.html\" class=\"xref\" title=\"Using Relish integration, checking supplier's banking details, physical addresses, and sanction screening can be done efficiently.\">Review supplier information using Relish</a>.</p>\n <div class=\"p\">To install SLO Connector for Relish Data Assure, the following plugins have to be installed:<ul class=\"ul\" id=\"relish-slo-connector__ul_jhs_14t_zfc\">\n <li class=\"li\"><span class=\"ph uicontrol\">Required plugins</span>: <ul class=\"ul\" id=\"relish-slo-connector__ul_lpq_nst_zfc\">\n <li class=\"li\">SLO Connector for Relish Data Assure plugin (x_reliq_slo_connec)</li>\n <li class=\"li\">Relish Data Assure (x_reliq_relish_dat)</li>\n </ul></li>\n <li class=\"li\"><span class=\"ph uicontrol\">Dependent plugin</span>: Source-to-pay integration framework (sn_spend_intg)</li>\n </ul></div>\n <p class=\"p\">After SLO Connector for Relish Data Assure is installed, Relish shares the client ID and password. A basic authentication profile must be created using the client ID and password. For more information, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/auth-profile-using-relish.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/auth-profile-using-relish.html\" class=\"xref\" title=\"Create a basic authentication profile that can be used for web service integration with Relish. Register the Relish user name and password to create the authentication profile.\">Set up authentication profile using Relish credentials</a>.</p>\n </div>\n<nav role=\"navigation\"><dt class=\"ullinks\"></dt><dd class=\"ullinks\"><ul class=\"ullinks\"><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/auth-profile-using-relish.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/auth-profile-using-relish.html\">Set up authentication profile using Relish credentials</a><p class=\"shortdesc\">Create a basic authentication profile that can be used for web service integration with Relish. Register the Relish user name and password to create the authentication profile.</p></li></ul></dd></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"><div class=\"col-md-4\"><dt>Related concepts</dt><dd><ul><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/slo-int-framework.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/slo-int-framework.html\" class=\"link\" title=\"The Supplier Lifecycle Operations (SLO) integration framework enables you to exchange supplier data with any third-party ERP system.\">Supplier Lifecycle Operations integration framework</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/craft-integration.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/craft-integration.html\" class=\"link\" title=\"The Craft.co Integration for Supplier Lifecycle Operations plugin (com.snc.sn_supplier_craft) provides an integration between Craft and Supplier Case Management plugin.\">Craft.co Integration for Supplier Lifecycle Operations</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/supp-news-integration.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supp-news-integration.html\" class=\"link\" title=\"The News Integration for Supplier Lifecycle Operations plugin (com.snc.sn_supplier_news) retrieves supplier news and activities using the Microsoft Bing News Search API and displays this information in the Supplier News and Activity section on the About tab of the Source-to-Pay Workspace.\">News Integration for Supplier Lifecycle Operations</a></li></ul></dd></div></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Relish Integration for Supplier Lifecycle Operations The SLO Connector for Relish Data Assure plugin (x\_reliq\_slo\_connec) provides an integration between Relish and Supplier Case Management plugin. Important: Check your entitlements to determine whether you have access to Relish Integration for Supplier Lifecycle Operations. Relish is a third-party supplier intelligence platform that helps in validating supplier data while working on supplier cases (for banking information change requests, supplier location change requests, and conducting sanction screening). For more information, see Review supplier information using Relish. To install SLO Connector for Relish Data Assure, the following plugins have to be installed: * Required plugins: + SLO Connector for Relish Data Assure plugin (x\_reliq\_slo\_connec) + Relish Data Assure (x\_reliq\_relish\_dat) * Dependent plugin: Source-to-pay integration framework (sn\_spend\_intg) After SLO Connector for Relish Data Assure is installed, Relish shares the client ID and password. A basic authentication profile must be created using the client ID and password. For more information, see Set up authentication profile using Relish credentials.	--- title: Relish Integration for Supplier Lifecycle Operations description: The SLO Connector for Relish Data Assure plugin (x_reliq_slo_connec) provides an integration between Relish and Supplier Case Management plugin. keywords: [] breadcrumbs: - Finance and Supply Chain - Supplier Lifecycle Operations - Integrating Supplier Lifecycle Operations with other applications --- # Relish Integration for Supplier Lifecycle Operations The SLO Connector for Relish Data Assure plugin (x\_reliq\_slo\_connec) provides an integration between Relish and Supplier Case Management plugin. Important: Check your entitlements to determine whether you have access to Relish Integration for Supplier Lifecycle Operations. Relish is a third-party supplier intelligence platform that helps in validating supplier data while working on supplier cases (for banking information change requests, supplier location change requests, and conducting sanction screening). For more information, see Review supplier information using Relish. To install SLO Connector for Relish Data Assure, the following plugins have to be installed: * Required plugins: + SLO Connector for Relish Data Assure plugin (x\_reliq\_slo\_connec) + Relish Data Assure (x\_reliq\_relish\_dat) * Dependent plugin: Source-to-pay integration framework (sn\_spend\_intg) After SLO Connector for Relish Data Assure is installed, Relish shares the client ID and password. A basic authentication profile must be created using the client ID and password. For more information, see Set up authentication profile using Relish credentials.
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/review-supp-info-relish.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/review-supp-info-relish.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/supplier-lifecycle-operations/concept/review-supp-info-relish.html	zurich	Review supplier information using Relish	Using Relish integration, checking supplier's banking details, physical addresses, and sanction screening can be done efficiently.	[]	[ "Finance and Supply Chain", "Supplier Lifecycle Operations", "Using Supplier Lifecycle Operations", "Using Source-to-Pay Workspace", "Managing supplier cases from the Source-to-Pay Workspace", "Playbook for updating the supplier primary data" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/review-supp-info-relish.html" id="bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/review-supp-info-relish.html"><body id="review-supp-info-relish"><main role="main"><article role="article" class="dita" id="review-supp-info-relish" aria-labelledby="title_review-supp-info-relish"> <h1 class="title topictitle1" id="title_review-supp-info-relish">Review supplier information using Relish</h1> <div class="body conbody"><p class="shortdesc">Using Relish integration, checking supplier's banking details, physical addresses, and sanction screening can be done efficiently.</p> <div class="note important note_important"><span class="note__title">Important:</span> Check your entitlements to determine whether you have access to Relish integration.</div> <div class="p">The details of the following case types in the <span class="ph uicontrol">Review supplier primary data request</span> playbook can be verified using Relish integration:<ul class="ul"> <li class="li">Banking information change request</li> <li class="li">Supplier location change request</li> <li class="li">Conduct sanction screening</li> </ul></div> <p class="p">For more information on required and dependent plugins for Relish, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/relish-slo-connector.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/relish-slo-connector.html" class="xref" title="The SLO Connector for Relish Data Assure plugin (x_reliq_slo_connec) provides an integration between Relish and Supplier Case Management plugin.">Relish Integration for Supplier Lifecycle Operations</a>.</p> <div class="example" id="review-supp-info-relish__example_sg4_b2f_zfc"><h2 id="d28061e72" class="title sectiontitle indent-miniToc">Example: Verifying Supplier location change request</h2> <div class="p">When a location change request is assigned to a supplier manager and they start working on it, they can verify the new location by clicking <span class="ph uicontrol">Validate</span>.<figure class="fig fignone" id="review-supp-info-relish__fig_ict_w2f_zfc"><figcaption><span class="fig--title-label">Figure 1. </span>Verify supplier information</figcaption> <img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/../image/validate.png?_LANG=enus" class="image" id="review-supp-info-relish__image_jct_w2f_zfc" alt="Verify supplier information"/> </figure></div> <p class="p">Clicking the <span class="ph uicontrol">Validate</span> button invokes the Relish verification process.</p> <figure class="fig fignone" id="review-supp-info-relish__fig_rnz_3ff_zfc"><figcaption><span class="fig--title-label">Figure 2. </span>Verify supplier information using Relish</figcaption> <img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/../image/validate-relish.png?_LANG=enus" class="image" id="review-supp-info-relish__image_snz_3ff_zfc" alt="Screen showing Please wait while Relish is verifying information message"/> </figure> <p class="p">It takes few minutes for Relish to complete the verification process. Depending on the result, the supplier manager can approve or reject the request.</p> <figure class="fig fignone" id="review-supp-info-relish__fig_hl2_zff_zfc"><figcaption><span class="fig--title-label">Figure 3. </span>Approve or reject changes</figcaption> <img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/../image/validate-approve.png?_LANG=enus" class="image" id="review-supp-info-relish__image_nrn_ngf_zfc" alt="Approve or reject changes"/> </figure> <p class="p">Also, a notification can be sent to the requester.</p> <figure class="fig fignone" id="review-supp-info-relish__fig_nbn_rgf_zfc"><figcaption><span class="fig--title-label">Figure 4. </span>Notify the supplier</figcaption> <img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/../image/validate-email.png?_LANG=enus" class="image" id="review-supp-info-relish__image_obn_rgf_zfc" alt="Notify the supplier"/> </figure> </div> </div> <nav role="navigation"></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Supplier Lifecycle Operations", "topic_id": "product/supplier-lifecycle-operations/concept/supp-mgmt-landing-page.html" }, { "title": "Using Supplier Lifecycle Operations", "topic_id": "product/supplier-lifecycle-operations/concept/use-supp-mgmt.html" }, { "title": "Using Source-to-Pay Workspace", "topic_id": "product/supplier-lifecycle-operations/concept/use-supp-mgr-wsp.html" }, { "title": "Managing supplier cases from the Source-to-Pay Workspace", "topic_id": "product/supplier-lifecycle-operations/concept/managing-cases.html" }, { "title": "Playbook for updating the supplier primary data", "topic_id": "product/supplier-lifecycle-operations/concept/primary-playbook-cases.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations\">Zurich Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/finance-supply-chain-landing.html\">Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supp-mgmt-landing-page.html\">Supplier Lifecycle Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/use-supp-mgmt.html\">Using Supplier Lifecycle Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/use-supp-mgr-wsp.html\">Using Source-to-Pay Workspace</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/managing-cases.html\">Managing supplier cases from the Source-to-Pay Workspace</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/primary-playbook-cases.html\">Playbook for updating the supplier primary data</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">Review supplier information using Relish</span>", "bundle_id": "zurich-source-to-pay-operations", "bundle_key": 2735, "bundle_landing_page": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html", "bundle_subtitle": null, "bundle_title": "Zurich Finance and Supply Chain", "canonical_link": null, "dates": { "Added on": "2025-08-05T13:11:54.216332Z", "Created on": "2025-07-14T00:00:00Z", "Initial upload": "2025-07-30T22:25:52.095402Z", "Updated on": "2025-07-31T00:00:00Z" }, "dislike_url": "https://servicenow-be-prod.servicenow.com/dislike/55688782", "dislikes": 0, "es_archived_content": false, "is_in_fav": false, "is_liked": null, "is_watched": false, "keywords": [ " zurich zurich" ], "labels": [ { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "zurich", "navtitle": "Zurich", "outputclasses": [], "subjectHeadId": "versions", "subjectheadNavtitle": "Versions", 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data-page=\"bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/review-supp-info-relish.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/review-supp-info-relish.html\"><body id=\"review-supp-info-relish\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"review-supp-info-relish\" aria-labelledby=\"title_review-supp-info-relish\">\n <h1 class=\"title topictitle1\" id=\"title_review-supp-info-relish\">Review supplier information using Relish</h1>\n \n \n <div class=\"body conbody\"><p class=\"shortdesc\">Using Relish integration, checking supplier's banking details, physical addresses, and sanction screening can be done efficiently.</p>\n <div class=\"note important note_important\"><span class=\"note__title\">Important:</span> Check your entitlements to determine whether you have access to Relish integration.</div>\n <div class=\"p\">The details of the following case types in the <span class=\"ph uicontrol\">Review supplier primary data request</span> playbook can be verified using Relish integration:<ul class=\"ul\">\n <li class=\"li\">Banking information change request</li>\n <li class=\"li\">Supplier location change request</li>\n <li class=\"li\">Conduct sanction screening</li>\n </ul></div>\n <p class=\"p\">For more information on required and dependent plugins for Relish, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/relish-slo-connector.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/relish-slo-connector.html\" class=\"xref\" title=\"The SLO Connector for Relish Data Assure plugin (x_reliq_slo_connec) provides an integration between Relish and Supplier Case Management plugin.\">Relish Integration for Supplier Lifecycle Operations</a>.</p>\n <div class=\"example\" id=\"review-supp-info-relish__example_sg4_b2f_zfc\"><h2 id=\"d28061e72\" class=\"title sectiontitle indent-miniToc\">Example: Verifying Supplier location change request</h2>\n \n <div class=\"p\">When a location change request is assigned to a supplier manager and they start working on it, they can verify the new location by clicking <span class=\"ph uicontrol\">Validate</span>.<figure class=\"fig fignone\" id=\"review-supp-info-relish__fig_ict_w2f_zfc\"><figcaption><span class=\"fig--title-label\">Figure 1. </span>Verify supplier information</figcaption>\n \n <img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/../image/validate.png?_LANG=enus\" class=\"image\" id=\"review-supp-info-relish__image_jct_w2f_zfc\" alt=\"Verify supplier information\"/>\n </figure></div>\n <p class=\"p\">Clicking the <span class=\"ph uicontrol\">Validate</span> button invokes the Relish verification process.</p>\n <figure class=\"fig fignone\" id=\"review-supp-info-relish__fig_rnz_3ff_zfc\"><figcaption><span class=\"fig--title-label\">Figure 2. </span>Verify supplier information using Relish</figcaption>\n \n <img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/../image/validate-relish.png?_LANG=enus\" class=\"image\" id=\"review-supp-info-relish__image_snz_3ff_zfc\" alt=\"Screen showing Please wait while Relish is verifying information message\"/>\n </figure>\n <p class=\"p\">It takes few minutes for Relish to complete the verification process. Depending on the result, the supplier manager can approve or reject the request.</p>\n <figure class=\"fig fignone\" id=\"review-supp-info-relish__fig_hl2_zff_zfc\"><figcaption><span class=\"fig--title-label\">Figure 3. </span>Approve or reject changes</figcaption>\n \n <img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/../image/validate-approve.png?_LANG=enus\" class=\"image\" id=\"review-supp-info-relish__image_nrn_ngf_zfc\" alt=\"Approve or reject changes\"/>\n </figure>\n <p class=\"p\">Also, a notification can be sent to the requester.</p>\n <figure class=\"fig fignone\" id=\"review-supp-info-relish__fig_nbn_rgf_zfc\"><figcaption><span class=\"fig--title-label\">Figure 4. </span>Notify the supplier</figcaption>\n \n <img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/../image/validate-email.png?_LANG=enus\" class=\"image\" id=\"review-supp-info-relish__image_obn_rgf_zfc\" alt=\"Notify the supplier\"/>\n </figure>\n </div>\n </div>\n<nav role=\"navigation\"></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Review supplier information using Relish Using Relish integration, checking supplier's banking details, physical addresses, and sanction screening can be done efficiently. Important: Check your entitlements to determine whether you have access to Relish integration. The details of the following case types in the Review supplier primary data request playbook can be verified using Relish integration: * Banking information change request * Supplier location change request * Conduct sanction screening For more information on required and dependent plugins for Relish, see Relish Integration for Supplier Lifecycle Operations. ## Example: Verifying Supplier location change request When a location change request is assigned to a supplier manager and they start working on it, they can verify the new location by clicking Validate. Figure 1. Verify supplier information Clicking the Validate button invokes the Relish verification process. Figure 2. Verify supplier information using Relish It takes few minutes for Relish to complete the verification process. Depending on the result, the supplier manager can approve or reject the request. Figure 3. Approve or reject changes Also, a notification can be sent to the requester. Figure 4. Notify the supplier	--- title: Review supplier information using Relish description: Using Relish integration, checking supplier's banking details, physical addresses, and sanction screening can be done efficiently. keywords: [] breadcrumbs: - Finance and Supply Chain - Supplier Lifecycle Operations - Using Supplier Lifecycle Operations - Using Source-to-Pay Workspace - Managing supplier cases from the Source-to-Pay Workspace - Playbook for updating the supplier primary data --- # Review supplier information using Relish Using Relish integration, checking supplier's banking details, physical addresses, and sanction screening can be done efficiently. Important: Check your entitlements to determine whether you have access to Relish integration. The details of the following case types in the Review supplier primary data request playbook can be verified using Relish integration: * Banking information change request * Supplier location change request * Conduct sanction screening For more information on required and dependent plugins for Relish, see Relish Integration for Supplier Lifecycle Operations. ## Example: Verifying Supplier location change request When a location change request is assigned to a supplier manager and they start working on it, they can verify the new location by clicking Validate. Figure 1. Verify supplier information Clicking the Validate button invokes the Relish verification process. Figure 2. Verify supplier information using Relish It takes few minutes for Relish to complete the verification process. Depending on the result, the supplier manager can approve or reject the request. Figure 3. Approve or reject changes Also, a notification can be sent to the requester. Figure 4. Notify the supplier
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supp-doc-mgmt-overview.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supp-doc-mgmt-overview.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/supplier-lifecycle-operations/concept/supp-doc-mgmt-overview.html	zurich	Supplier Document Management	Supplier Lifecycle Operations uses the ServiceNow® Document Management functionality to enable supplier managers, supplier owners, supplier administrators, and supplier contacts to manage supplier documents.	[]	[ "Finance and Supply Chain", "Supplier Lifecycle Operations", "Configuring Supplier Lifecycle Operations" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/supp-doc-mgmt-overview.html" id="bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/supp-doc-mgmt-overview.html"><body id="supp-doc-mgmt-overview"><main role="main"><article role="article" class="dita" id="supp-doc-mgmt-overview" aria-labelledby="title_supp-doc-mgmt-overview"> <h1 class="title topictitle1" id="title_supp-doc-mgmt-overview">Supplier <span class="ph">Document Management</span></h1> <div class="body conbody"><p class="shortdesc"><span class="ph">Supplier Lifecycle Operations</span> uses the <span class="ph">ServiceNow®</span> <span class="ph">Document Management</span> functionality to enable supplier managers, supplier owners, supplier administrators, and supplier contacts to manage supplier documents.</p> <div class="note important note_important"><span class="note__title">Important:</span> Check your entitlements to determine whether you have access to <span class="ph">Document Management</span>.</div> <p class="p"><span class="ph">Supplier Lifecycle Operations</span> extends the <span class="ph">Document Management</span> plugin (com.snc.platform_document_management), which is installed along with the Supplier Operations (com.snc.sn_so) application. For more information, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept//csh" href="https://servicenow-be-prod.servicenow.com/csh?topicname=doc-management-landing&version=zurich&pubname=zurich-servicenow-platform" class="xref">Document Management</a>.</p> <p class="p">You can create a supplier document configuration to configure various aspects of the document upload process. The document configuration determines when this configuration is run, who can view, update, and upload a document, and whether to send notifications when a document is uploaded or has expired. You can set run conditions to determine when the configuration should be run or you can run the configuration manually.</p> </div> <nav role="navigation"><dt class="ullinks"></dt><dd class="ullinks"><ul class="ullinks"><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/create-doc-config.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/create-doc-config.html">Create a supplier document configuration</a><p class="shortdesc">Create a supplier document configuration to define when to run the configuration, who can view the upload request and upload the documents, and whether to send notifications when documents are uploaded or have expired.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/run-doc-config.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/run-doc-config.html">Manually run a supplier document configuration</a><p class="shortdesc">Run a supplier document configuration to enable supplier managers, supplier owners, and supplier contacts to immediately upload the required documents.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/upload-doc-about.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/upload-doc-about.html">Uploading supplier documents</a><p class="shortdesc">After you create and run a supplier document configuration, you can upload the required prerequisite documents.</p></li></ul></dd></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"><div class="col-md-4"><dt>Related tasks</dt><dd><ul><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/install-supp-mgmt.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/install-supp-mgmt.html" class="link" title="You can install the Supplier Case Management application (com.snc.sn_supplier_mgmt) if you have the admin role. The application includes demo data and installs related ServiceNow Store applications and plugins if they are not already installed.">Install Supplier Case Management</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/install-supp-central.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/install-supp-central.html" class="link" title="You can install the Supplier Collaboration Portal application (com.snc.sn_supplier_sp) if you have the admin role. The application includes demo data and installs related ServiceNow Store applications and plugins if they are not already installed.">Install Supplier Collaboration Portal</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/install-supplier-ops.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/install-supplier-ops.html" class="link" title="You can install the Supplier Operations application (com.snc.sn_so) to access advanced case management capabilities to handle key supplier lifecycle events.">Install Supplier Operations</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/configure-pdf-template-sign-doc-task.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/configure-pdf-template-sign-doc-task.html" class="link" title="Create and configure the document template that enables you to collect e-signatures from multiple participants and generate a filled PDF document.">Configure the document template for the Sign document action type for supplier task</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/enable-m2m-supplier-contacts.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/enable-m2m-supplier-contacts.html" class="link" title="Many-to-many (M2M) mapping between supplier contact and suppliers enables one supplier contact to be the contact for multiple suppliers, provided the suppliers share a parent-subsidiary relationship.">Enable M2M mapping between supplier contact and suppliers</a></li></ul></dd></div><div class="col-md-4"><dt>Related concepts</dt><dd><ul><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/supplier-awa.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supplier-awa.html" class="link" title="Use the Advanced Work Assignment for Supplier Lifecycle Operations feature to automatically assign work items to agents based on availability and capacity.">Advanced Work Assignment for Supplier Lifecycle Operations</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/configuring-supplier-performance-mgmt.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/configuring-supplier-performance-mgmt.html" class="link" title="Define key performance indicators (KPIs) and segmentation criteria to measure supplier performance effectively.">Configure Supplier Relationship and Performance Management</a></li></ul></dd></div></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Supplier Lifecycle Operations", "topic_id": "product/supplier-lifecycle-operations/concept/supp-mgmt-landing-page.html" }, { "title": "Configuring Supplier Lifecycle Operations", "topic_id": "product/supplier-lifecycle-operations/concept/config-supp-mgmt.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations\">Zurich Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a 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"Creator", "workplace-srvc-delvry-ditamap": null }, "page_id": "product/supplier-lifecycle-operations/concept/supp-doc-mgmt-overview.html", "page_key": 55688796, "preprocessed_PDF": "https://downloads.docs.servicenow.com/pdf/enus/servicenow-yokohama-source-to-pay-operations-enus.pdf", "rating": null, "read_time_data": { "char_count": 1621, "img_count": 0, "read_time": 1, "video_links": [ "" ], "word_count": 214 }, "related_links": [ { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "You can install the Supplier Case Management application (com.snc.sn_supplier_mgmt) if you have the admin role. The application includes demo data and installs related ServiceNow Store applications and plugins if they are not already installed.", "title": "Install Supplier Case Management", "topic": "/product/supplier-lifecycle-operations/task/install-supp-mgmt.html", "type": "task", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "You can install the Supplier Collaboration Portal application (com.snc.sn_supplier_sp) if you have the admin role. The application includes demo data and installs related ServiceNow Store applications and plugins if they are not already installed.", "title": "Install Supplier Collaboration Portal", "topic": "/product/supplier-lifecycle-operations/task/install-supp-central.html", "type": "task", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "You can install the Supplier Operations application (com.snc.sn_so) to access advanced case management capabilities to handle key supplier lifecycle events.", "title": "Install Supplier Operations", "topic": "/product/supplier-lifecycle-operations/task/install-supplier-ops.html", "type": "task", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "Create and configure the document template that enables you to collect e-signatures from multiple participants and generate a filled PDF document.", "title": "Configure the document template for the 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"bundle_id": "xanadu-source-to-pay-operations", "clustering_title": "Xanadu", "es_archived_content": false, "page_id": "product/supplier-lifecycle-operations/concept/supp-doc-mgmt-overview.html" }, { "bundle_id": "washingtondc-source-to-pay-operations", "clustering_title": "Washington DC", "es_archived_content": false, "page_id": "product/supplier-lifecycle-operations/concept/supp-doc-mgmt-overview.html" }, { "bundle_id": "vancouver-source-to-pay-operations", "clustering_title": "Vancouver", "es_archived_content": false, "page_id": "product/supplier-lifecycle-operations/concept/supp-doc-mgmt-overview.html" } ], "clustering_title": "Zurich" }, "topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/supp-doc-mgmt-overview.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/supp-doc-mgmt-overview.html\"><body id=\"supp-doc-mgmt-overview\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"supp-doc-mgmt-overview\" aria-labelledby=\"title_supp-doc-mgmt-overview\">\n <h1 class=\"title topictitle1\" id=\"title_supp-doc-mgmt-overview\">Supplier <span class=\"ph\">Document Management</span></h1>\n \n \n <div class=\"body conbody\"><p class=\"shortdesc\"><span class=\"ph\">Supplier Lifecycle Operations</span> uses the <span class=\"ph\">ServiceNow®</span>\n <span class=\"ph\">Document Management</span> functionality to enable supplier managers, supplier owners,\n supplier administrators, and supplier contacts to manage supplier documents.</p>\n <div class=\"note important note_important\"><span class=\"note__title\">Important:</span> Check your entitlements to determine whether you have access to <span class=\"ph\">Document Management</span>.</div>\n <p class=\"p\"><span class=\"ph\">Supplier Lifecycle Operations</span> extends the <span class=\"ph\">Document Management</span> plugin (com.snc.platform_document_management), which is installed along with the Supplier Operations (com.snc.sn_so) application. For more information, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept//csh\" href=\"https://servicenow-be-prod.servicenow.com/csh?topicname=doc-management-landing&version=zurich&pubname=zurich-servicenow-platform\" class=\"xref\">Document Management</a>.</p>\n <p class=\"p\">You can create a supplier document configuration to configure various aspects of the document\n upload process. The document configuration determines when this configuration is run, who can\n view, update, and upload a document, and whether to send notifications when a document is\n uploaded or has expired. You can set run conditions to determine when the configuration should\n be run or you can run the configuration manually.</p>\n </div>\n<nav role=\"navigation\"><dt class=\"ullinks\"></dt><dd class=\"ullinks\"><ul class=\"ullinks\"><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/create-doc-config.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/create-doc-config.html\">Create a supplier document configuration</a><p class=\"shortdesc\">Create a supplier document configuration to define when to run the configuration, who can view the upload request and upload the documents, and whether to send notifications when documents are uploaded or have expired.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/run-doc-config.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/run-doc-config.html\">Manually run a supplier document configuration</a><p class=\"shortdesc\">Run a supplier document configuration to enable supplier managers, supplier owners, and supplier contacts to immediately upload the required documents.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/upload-doc-about.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/upload-doc-about.html\">Uploading supplier documents</a><p class=\"shortdesc\">After you create and run a supplier document configuration, you can upload the required prerequisite documents.</p></li></ul></dd></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"><div class=\"col-md-4\"><dt>Related tasks</dt><dd><ul><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/install-supp-mgmt.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/install-supp-mgmt.html\" class=\"link\" title=\"You can install the Supplier Case Management application (com.snc.sn_supplier_mgmt) if you have the admin role. The application includes demo data and installs related ServiceNow Store applications and plugins if they are not already installed.\">Install Supplier Case Management</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/install-supp-central.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/install-supp-central.html\" class=\"link\" title=\"You can install the Supplier Collaboration Portal application (com.snc.sn_supplier_sp) if you have the admin role. The application includes demo data and installs related ServiceNow Store applications and plugins if they are not already installed.\">Install Supplier Collaboration Portal</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/install-supplier-ops.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/install-supplier-ops.html\" class=\"link\" title=\"You can install the Supplier Operations application (com.snc.sn_so) to access advanced case management capabilities to handle key supplier lifecycle events.\">Install Supplier Operations</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/configure-pdf-template-sign-doc-task.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/configure-pdf-template-sign-doc-task.html\" class=\"link\" title=\"Create and configure the document template that enables you to collect e-signatures from multiple participants and generate a filled PDF document.\">Configure the document template for the Sign document action type for supplier task</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/enable-m2m-supplier-contacts.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/enable-m2m-supplier-contacts.html\" class=\"link\" title=\"Many-to-many (M2M) mapping between supplier contact and suppliers enables one supplier contact to be the contact for multiple suppliers, provided the suppliers share a parent-subsidiary relationship.\">Enable M2M mapping between supplier contact and suppliers</a></li></ul></dd></div><div class=\"col-md-4\"><dt>Related concepts</dt><dd><ul><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/supplier-awa.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supplier-awa.html\" class=\"link\" title=\"Use the Advanced Work Assignment for Supplier Lifecycle Operations feature to automatically assign work items to agents based on availability and capacity.\">Advanced Work Assignment for Supplier Lifecycle Operations</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/configuring-supplier-performance-mgmt.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/configuring-supplier-performance-mgmt.html\" class=\"link\" title=\"Define key performance indicators (KPIs) and segmentation criteria to measure supplier performance effectively.\">Configure Supplier Relationship and Performance Management</a></li></ul></dd></div></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Supplier Document Management Supplier Lifecycle Operations uses the ServiceNow® Document Management functionality to enable supplier managers, supplier owners, supplier administrators, and supplier contacts to manage supplier documents. Important: Check your entitlements to determine whether you have access to Document Management. Supplier Lifecycle Operations extends the Document Management plugin (com.snc.platform\_document\_management), which is installed along with the Supplier Operations (com.snc.sn\_so) application. For more information, see Document Management. You can create a supplier document configuration to configure various aspects of the document upload process. The document configuration determines when this configuration is run, who can view, update, and upload a document, and whether to send notifications when a document is uploaded or has expired. You can set run conditions to determine when the configuration should be run or you can run the configuration manually.	--- title: Supplier Document Management description: "Supplier Lifecycle Operations uses the ServiceNow\xAE Document Management\ \ functionality to enable supplier managers, supplier owners, supplier administrators,\ \ and supplier contacts to manage supplier documents." keywords: [] breadcrumbs: - Finance and Supply Chain - Supplier Lifecycle Operations - Configuring Supplier Lifecycle Operations --- # Supplier Document Management Supplier Lifecycle Operations uses the ServiceNow® Document Management functionality to enable supplier managers, supplier owners, supplier administrators, and supplier contacts to manage supplier documents. Important: Check your entitlements to determine whether you have access to Document Management. Supplier Lifecycle Operations extends the Document Management plugin (com.snc.platform\_document\_management), which is installed along with the Supplier Operations (com.snc.sn\_so) application. For more information, see Document Management. You can create a supplier document configuration to configure various aspects of the document upload process. The document configuration determines when this configuration is run, who can view, update, and upload a document, and whether to send notifications when a document is uploaded or has expired. You can set run conditions to determine when the configuration should be run or you can run the configuration manually.
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supp-news-integration.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supp-news-integration.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/supplier-lifecycle-operations/concept/supp-news-integration.html	zurich	News Integration for Supplier Lifecycle Operations	The News Integration for Supplier Lifecycle Operations plugin (com.snc.sn_supplier_news) retrieves supplier news and activities using the Microsoft Bing News Search API and displays this information in the Supplier News and Activity section on the About tab of the Source-to-Pay Workspace.	[]	[ "Finance and Supply Chain", "Supplier Lifecycle Operations", "Integrating Supplier Lifecycle Operations with other applications" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/supp-news-integration.html" id="bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/supp-news-integration.html"><body id="supp-news-integration"><main role="main"><article role="article" class="dita" id="supp-news-integration" aria-labelledby="title_supp-news-integration"> <h1 class="title topictitle1" id="title_supp-news-integration"><span class="ph">News Integration for Supplier Lifecycle Operations</span></h1> <div class="body conbody"><p class="shortdesc">The <span class="ph">News Integration for Supplier Lifecycle Operations</span> plugin (com.snc.sn_supplier_news) retrieves supplier news and activities using the <span class="ph">Microsoft</span> Bing News Search API and displays this information in the Supplier News and Activity section on the <span class="ph uicontrol">About</span> tab of the <span class="ph">Source-to-Pay Workspace</span>.</p> <div class="note important note_important"><span class="note__title">Important:</span> Check your entitlements to determine whether you have access to <span class="ph">News Integration for Supplier Lifecycle Operations</span>.</div> <p class="p">The <span class="ph">Microsoft</span> Bing News Search API uses the default Supplier News REST message to fetch supplier news, so ensure that you have configured the Supplier News REST message. For more information, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/config-supp-news-rest.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/config-supp-news-rest.html" class="xref" title="Configure the Supplier News REST message using the Microsoft Bing News Search API subscription key.">Configure the Supplier News REST message</a>.</p> </div> <nav role="navigation"><dt class="ullinks"></dt><dd class="ullinks"><ul class="ullinks"><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/config-supp-news-rest.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/config-supp-news-rest.html">Configure the Supplier News REST message</a><p class="shortdesc">Configure the Supplier News REST message using the <span class="ph">Microsoft</span> Bing News Search API subscription key.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/config-supplier-news-api.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/config-supplier-news-api.html">Configuring a custom API to dynamically fetch supplier news</a><p class="shortdesc">By default, <span class="ph">News Integration for Supplier Lifecycle Operations</span> retrieves the supplier news and activities using the <span class="ph">Microsoft</span> Bing News Search API.</p></li></ul></dd></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"><div class="col-md-4"><dt>Related concepts</dt><dd><ul><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/slo-int-framework.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/slo-int-framework.html" class="link" title="The Supplier Lifecycle Operations (SLO) integration framework enables you to exchange supplier data with any third-party ERP system.">Supplier Lifecycle Operations integration framework</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/craft-integration.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/craft-integration.html" class="link" title="The Craft.co Integration for Supplier Lifecycle Operations plugin (com.snc.sn_supplier_craft) provides an integration between Craft and Supplier Case Management plugin.">Craft.co Integration for Supplier Lifecycle Operations</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/relish-slo-connector.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/relish-slo-connector.html" class="link" title="The SLO Connector for Relish Data Assure plugin (x_reliq_slo_connec) provides an integration between Relish and Supplier Case Management plugin.">Relish Integration for Supplier Lifecycle Operations</a></li></ul></dd></div></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Supplier Lifecycle Operations", "topic_id": "product/supplier-lifecycle-operations/concept/supp-mgmt-landing-page.html" }, { 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"washingtondc-source-to-pay-operations", "clustering_title": "Washington DC", "es_archived_content": false, "page_id": "product/supplier-lifecycle-operations/concept/supp-news-integration.html" }, { "bundle_id": "vancouver-source-to-pay-operations", "clustering_title": "Vancouver", "es_archived_content": false, "page_id": "product/supplier-lifecycle-operations/concept/supp-news-integration.html" } ], "clustering_title": "Zurich" }, "topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/supp-news-integration.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/supp-news-integration.html\"><body id=\"supp-news-integration\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"supp-news-integration\" aria-labelledby=\"title_supp-news-integration\">\n <h1 class=\"title topictitle1\" id=\"title_supp-news-integration\"><span class=\"ph\">News Integration for Supplier Lifecycle Operations</span></h1>\n \n \n <div class=\"body conbody\"><p class=\"shortdesc\">The <span class=\"ph\">News Integration for Supplier Lifecycle Operations</span> plugin (com.snc.sn_supplier_news) retrieves supplier news and activities using the <span class=\"ph\">Microsoft</span> Bing News Search API and displays this information in the Supplier News and Activity section on the <span class=\"ph uicontrol\">About</span> tab of the <span class=\"ph\">Source-to-Pay Workspace</span>.</p>\n <div class=\"note important note_important\"><span class=\"note__title\">Important:</span> Check your entitlements to determine whether you have access to <span class=\"ph\">News Integration for Supplier Lifecycle Operations</span>.</div>\n <p class=\"p\">The <span class=\"ph\">Microsoft</span> Bing News Search API uses the default Supplier News REST message to fetch supplier news, so ensure that you have configured the Supplier News REST message. For more information, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/config-supp-news-rest.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/config-supp-news-rest.html\" class=\"xref\" title=\"Configure the Supplier News REST message using the Microsoft Bing News Search API subscription key.\">Configure the Supplier News REST message</a>.</p>\n </div>\n<nav role=\"navigation\"><dt class=\"ullinks\"></dt><dd class=\"ullinks\"><ul class=\"ullinks\"><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/config-supp-news-rest.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/config-supp-news-rest.html\">Configure the Supplier News REST message</a><p class=\"shortdesc\">Configure the Supplier News REST message using the <span class=\"ph\">Microsoft</span> Bing News Search API subscription key.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/config-supplier-news-api.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/config-supplier-news-api.html\">Configuring a custom API to dynamically fetch supplier news</a><p class=\"shortdesc\">By default, <span class=\"ph\">News Integration for Supplier Lifecycle Operations</span> retrieves the supplier news and activities using the <span class=\"ph\">Microsoft</span> Bing News Search API.</p></li></ul></dd></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"><div class=\"col-md-4\"><dt>Related concepts</dt><dd><ul><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/slo-int-framework.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/slo-int-framework.html\" class=\"link\" title=\"The Supplier Lifecycle Operations (SLO) integration framework enables you to exchange supplier data with any third-party ERP system.\">Supplier Lifecycle Operations integration framework</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/craft-integration.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/craft-integration.html\" class=\"link\" title=\"The Craft.co Integration for Supplier Lifecycle Operations plugin (com.snc.sn_supplier_craft) provides an integration between Craft and Supplier Case Management plugin.\">Craft.co Integration for Supplier Lifecycle Operations</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/relish-slo-connector.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/relish-slo-connector.html\" class=\"link\" title=\"The SLO Connector for Relish Data Assure plugin (x_reliq_slo_connec) provides an integration between Relish and Supplier Case Management plugin.\">Relish Integration for Supplier Lifecycle Operations</a></li></ul></dd></div></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# News Integration for Supplier Lifecycle Operations The News Integration for Supplier Lifecycle Operations plugin (com.snc.sn\_supplier\_news) retrieves supplier news and activities using the Microsoft Bing News Search API and displays this information in the Supplier News and Activity section on the About tab of the Source-to-Pay Workspace. Important: Check your entitlements to determine whether you have access to News Integration for Supplier Lifecycle Operations. The Microsoft Bing News Search API uses the default Supplier News REST message to fetch supplier news, so ensure that you have configured the Supplier News REST message. For more information, see Configure the Supplier News REST message.	--- title: News Integration for Supplier Lifecycle Operations description: The News Integration for Supplier Lifecycle Operations plugin (com.snc.sn_supplier_news) retrieves supplier news and activities using the Microsoft Bing News Search API and displays this information in the Supplier News and Activity section on the About tab of the Source-to-Pay Workspace. keywords: [] breadcrumbs: - Finance and Supply Chain - Supplier Lifecycle Operations - Integrating Supplier Lifecycle Operations with other applications --- # News Integration for Supplier Lifecycle Operations The News Integration for Supplier Lifecycle Operations plugin (com.snc.sn\_supplier\_news) retrieves supplier news and activities using the Microsoft Bing News Search API and displays this information in the Supplier News and Activity section on the About tab of the Source-to-Pay Workspace. Important: Check your entitlements to determine whether you have access to News Integration for Supplier Lifecycle Operations. The Microsoft Bing News Search API uses the default Supplier News REST message to fetch supplier news, so ensure that you have configured the Supplier News REST message. For more information, see Configure the Supplier News REST message.
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supp-payment-opt-ref.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supp-payment-opt-ref.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/supplier-lifecycle-operations/concept/supp-payment-opt-ref.html	zurich	Supplier Payment Optimization reference	Reference topics provide additional information about Supplier Payment Optimization, including its data model and primary table.	[]	[ "Finance and Supply Chain", "Supplier Lifecycle Operations", "Supplier Lifecycle Operations reference" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/supp-payment-opt-ref.html" id="bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/supp-payment-opt-ref.html"><body id="supp-payment-opt-ref"><main role="main"><article role="article" class="dita" id="supp-payment-opt-ref" aria-labelledby="title_supp-payment-opt-ref"> <h1 class="title topictitle1" id="title_supp-payment-opt-ref">Supplier Payment Optimization reference</h1> <div class="body conbody"><p class="shortdesc">Reference topics provide additional information about Supplier Payment Optimization, including its data model and primary table.</p> <div class="note important note_important"><span class="note__title">Important:</span> Check your entitlements to determine whether you have access to Supplier Payment Optimization.</div> </div> <nav role="navigation"><dt class="ullinks"></dt><dd class="ullinks"><ul class="ullinks"><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/reference/supp-opt-data-model.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/supp-opt-data-model.html">Supplier Payment Optimization data model</a><p class="shortdesc">The diagram shows the tables and their relationships that comprise the Supplier Payment Optimization data model.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/reference/spend-savings-estimation-table.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/spend-savings-estimation-table.html">Spend Savings Estimation table</a><p class="shortdesc">The Spend Savings Estimation [sn_slm_opt_spend_savings_estimation] table stores the saving estimates generated by the saving estimator tool.</p></li></ul></dd></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"><div class="col-md-4"><dt>Related concepts</dt><dd><ul><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/supplier-domain-separation.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supplier-domain-separation.html" class="link" title="Domain separation is unsupported for Supplier Lifecycle Operations . Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.">Domain separation and Supplier Lifecycle Operations</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/supplier-relationship-and-performance-management-reference.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supplier-relationship-and-performance-management-reference.html" class="link" title="Reference topics provide additional information about Supplier Relationship and Performance Management, including its data model, lists, and forms.">Supplier Relationship and Performance Management reference</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/slo-glossary.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/slo-glossary.html" class="link" title="Learn about the terms and concepts used in Supplier Lifecycle Operations (SLO).">Supplier Lifecycle Operations glossary</a></li></ul></dd></div><div class="col-md-4"><dt>Related reference</dt><dd><ul><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/reference/new-supplier-case.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/new-supplier-case.html" class="link" title="Use the Create New Supplier Case form to enter supplier case details and provide resolution information.">Create New Supplier Case form</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/reference/create-new-supplier-task-form.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/create-new-supplier-task-form.html" class="link" title="Use the Create new task form to add a new task to a supplier case.">Create new task form</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/reference/supplier-location-form.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/supplier-location-form.html" class="link" title="Use the Add New Location form to provide details about the location of a supplier.">Add New Location form</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/reference/update-supp-banking-form.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/update-supp-banking-form.html" class="link" title="Use the Update banking details form to update the banking details of the supplier.">Update banking details form</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/reference/update-supp-profile-form.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/update-supp-profile-form.html" class="link" title="Use the Update profile details form to update the details of the company profile.">Update profile details form</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/reference/onboard-supp-form.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/onboard-supp-form.html" class="link" title="Use the Onboard a Supplier form to provide details about the supplier that you want to onboard.">Onboard a Supplier form</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/reference/create-new-doc-form.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/create-new-doc-form.html" class="link" title="Use the Create New Documents form to provide details about the new document you want to create.">Create New Documents form</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/reference/slo-primary-data-tables.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/slo-primary-data-tables.html" class="link" title="The primary data tables for Supplier Lifecycle Operations store important information about suppliers, supplier contacts, supplier email domains, product codes, supplier locations, and supplier payment information.">Primary data tables for Supplier Lifecycle Operations</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/reference/slo-data-model.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/slo-data-model.html" class="link" title="The following diagram shows the tables and their relationships that comprise the Supplier Lifecycle Operations data model.">Supplier Lifecycle Operations data 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"char_count": 560, "img_count": 0, "read_time": 1, "video_links": [ "" ], "word_count": 71 }, "related_links": [ { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "Use the Create New Supplier Case form to enter supplier case details and provide resolution information.", "title": "Create New Supplier Case form", "topic": "/product/supplier-lifecycle-operations/reference/new-supplier-case.html", "type": "reference", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "Use the Create new task form to add a new task to a supplier case.", "title": "Create new task form", "topic": "/product/supplier-lifecycle-operations/reference/create-new-supplier-task-form.html", "type": "reference", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "Use the Add New Location form to provide details about the location of a supplier.", "title": "Add New Location form", "topic": "/product/supplier-lifecycle-operations/reference/supplier-location-form.html", "type": "reference", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "Use the Update banking details form to update the banking details of the supplier.", "title": "Update banking details form", "topic": "/product/supplier-lifecycle-operations/reference/update-supp-banking-form.html", "type": "reference", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "Use the Update profile details form to update the details of the company profile.", "title": "Update profile details form", "topic": "/product/supplier-lifecycle-operations/reference/update-supp-profile-form.html", "type": "reference", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "Use the Onboard a Supplier form to provide details about the supplier that you want to onboard.", "title": "Onboard a Supplier form", "topic": "/product/supplier-lifecycle-operations/reference/onboard-supp-form.html", "type": "reference", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "Use the Create New Documents form to provide details about the new document you want to create.", "title": "Create New Documents form", "topic": "/product/supplier-lifecycle-operations/reference/create-new-doc-form.html", "type": "reference", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "The primary data tables for Supplier Lifecycle Operations store important information about suppliers, supplier contacts, supplier email domains, product codes, supplier locations, and supplier payment information.", "title": "Primary data tables for Supplier Lifecycle Operations", "topic": "/product/supplier-lifecycle-operations/reference/slo-primary-data-tables.html", "type": "reference", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "Domain separation is unsupported for Supplier Lifecycle Operations . Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.", "title": "Domain separation and Supplier Lifecycle Operations", "topic": "/product/supplier-lifecycle-operations/concept/supplier-domain-separation.html", "type": "concept", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "The following diagram shows the tables and their relationships that comprise the Supplier Lifecycle Operations data model.", "title": "Supplier Lifecycle Operations data model", "topic": "/product/supplier-lifecycle-operations/reference/slo-data-model.html", "type": "reference", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "Reference topics provide additional information about Supplier Relationship and Performance Management, including its data model, lists, and forms.", "title": "Supplier Relationship and Performance Management reference", "topic": "/product/supplier-lifecycle-operations/concept/supplier-relationship-and-performance-management-reference.html", "type": "concept", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "Learn about the terms and concepts used in Supplier Lifecycle Operations (SLO).", "title": "Supplier Lifecycle Operations glossary", "topic": "/product/supplier-lifecycle-operations/concept/slo-glossary.html", "type": "concept", "url": null } ], "search_title": null, "title": "Supplier Payment Optimization reference", "topic_cluster": { "clustered_by": { "enabled": true, "primary_key": "versions", "primary_sort": "top-down", "type": "subjecthead" }, "clustered_labels": [ "versions" ], "clustered_topics": [], "clustering_title": "Zurich" }, "topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/supp-payment-opt-ref.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/supp-payment-opt-ref.html\"><body id=\"supp-payment-opt-ref\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"supp-payment-opt-ref\" aria-labelledby=\"title_supp-payment-opt-ref\">\n <h1 class=\"title topictitle1\" id=\"title_supp-payment-opt-ref\">Supplier Payment Optimization reference</h1>\n \n \n <div class=\"body conbody\"><p class=\"shortdesc\">Reference topics provide additional information about Supplier Payment Optimization, including its data model and primary table.</p>\n <div class=\"note important note_important\"><span class=\"note__title\">Important:</span> Check your entitlements to determine whether you have access to Supplier Payment Optimization.</div>\n </div>\n<nav role=\"navigation\"><dt class=\"ullinks\"></dt><dd class=\"ullinks\"><ul class=\"ullinks\"><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/reference/supp-opt-data-model.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/supp-opt-data-model.html\">Supplier Payment Optimization data model</a><p class=\"shortdesc\">The diagram shows the tables and their relationships that comprise the Supplier Payment Optimization data model.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/reference/spend-savings-estimation-table.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/spend-savings-estimation-table.html\">Spend Savings Estimation table</a><p class=\"shortdesc\">The Spend Savings Estimation [sn_slm_opt_spend_savings_estimation] table stores the saving estimates generated by the saving estimator tool.</p></li></ul></dd></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"><div class=\"col-md-4\"><dt>Related concepts</dt><dd><ul><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/supplier-domain-separation.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supplier-domain-separation.html\" class=\"link\" title=\"Domain separation is unsupported for Supplier Lifecycle Operations . Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.\">Domain separation and Supplier Lifecycle Operations</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/supplier-relationship-and-performance-management-reference.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supplier-relationship-and-performance-management-reference.html\" class=\"link\" title=\"Reference topics provide additional information about Supplier Relationship and Performance Management, including its data model, lists, and forms.\">Supplier Relationship and Performance Management reference</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/slo-glossary.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/slo-glossary.html\" class=\"link\" title=\"Learn about the terms and concepts used in Supplier Lifecycle Operations (SLO).\">Supplier Lifecycle Operations glossary</a></li></ul></dd></div><div class=\"col-md-4\"><dt>Related reference</dt><dd><ul><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/reference/new-supplier-case.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/new-supplier-case.html\" class=\"link\" title=\"Use the Create New Supplier Case form to enter supplier case details and provide resolution information.\">Create New Supplier Case form</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/reference/create-new-supplier-task-form.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/create-new-supplier-task-form.html\" class=\"link\" title=\"Use the Create new task form to add a new task to a supplier case.\">Create new task form</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/reference/supplier-location-form.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/supplier-location-form.html\" class=\"link\" title=\"Use the Add New Location form to provide details about the location of a supplier.\">Add New Location form</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/reference/update-supp-banking-form.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/update-supp-banking-form.html\" class=\"link\" title=\"Use the Update banking details form to update the banking details of the supplier.\">Update banking details form</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/reference/update-supp-profile-form.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/update-supp-profile-form.html\" class=\"link\" title=\"Use the Update profile details form to update the details of the company profile.\">Update profile details form</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/reference/onboard-supp-form.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/onboard-supp-form.html\" class=\"link\" title=\"Use the Onboard a Supplier form to provide details about the supplier that you want to onboard.\">Onboard a Supplier form</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/reference/create-new-doc-form.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/create-new-doc-form.html\" class=\"link\" title=\"Use the Create New Documents form to provide details about the new document you want to create.\">Create New Documents form</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/reference/slo-primary-data-tables.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/slo-primary-data-tables.html\" class=\"link\" title=\"The primary data tables for Supplier Lifecycle Operations store important information about suppliers, supplier contacts, supplier email domains, product codes, supplier locations, and supplier payment information.\">Primary data tables for Supplier Lifecycle Operations</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/reference/slo-data-model.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/slo-data-model.html\" class=\"link\" title=\"The following diagram shows the tables and their relationships that comprise the Supplier Lifecycle Operations data model.\">Supplier Lifecycle Operations data model</a></li></ul></dd></div></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Supplier Payment Optimization reference Reference topics provide additional information about Supplier Payment Optimization, including its data model and primary table. Important: Check your entitlements to determine whether you have access to Supplier Payment Optimization.	--- title: Supplier Payment Optimization reference description: Reference topics provide additional information about Supplier Payment Optimization, including its data model and primary table. keywords: [] breadcrumbs: - Finance and Supply Chain - Supplier Lifecycle Operations - Supplier Lifecycle Operations reference --- # Supplier Payment Optimization reference Reference topics provide additional information about Supplier Payment Optimization, including its data model and primary table. Important: Check your entitlements to determine whether you have access to Supplier Payment Optimization.
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supplier-awa.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supplier-awa.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/supplier-lifecycle-operations/concept/supplier-awa.html	zurich	Advanced Work Assignment for Supplier Lifecycle Operations	Use the Advanced Work Assignment for Supplier Lifecycle Operations feature to automatically assign work items to agents based on availability and capacity.	[]	[ "Finance and Supply Chain", "Supplier Lifecycle Operations", "Configuring Supplier Lifecycle Operations" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/supplier-awa.html" id="bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/supplier-awa.html"><body id="supplier-awa"><main role="main"><article role="article" class="dita" id="supplier-awa" aria-labelledby="title_supplier-awa"> <h1 class="title topictitle1" id="title_supplier-awa"><span class="ph">Advanced Work Assignment for Supplier Lifecycle Operations</span></h1> <div class="body conbody"><p class="shortdesc">Use the <span class="ph">Advanced Work Assignment for Supplier Lifecycle Operations</span> feature to automatically assign work items to agents based on availability and capacity.</p> <div class="note important note_important"><span class="note__title">Important:</span> Check your entitlements to determine whether you have access to <span class="ph">Advanced Work Assignment for Supplier Lifecycle Operations</span>.</div> <p class="p"><span class="ph">Advanced Work Assignment for Supplier Lifecycle Operations</span> pushes work to qualified agents using work item queues, routing conditions, and assignment criteria that you define. For more information, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept//csh" href="https://servicenow-be-prod.servicenow.com/csh?topicname=awa-overview&version=zurich&pubname=zurich-servicenow-platform" class="xref">Exploring Advanced Work Assignment</a>.</p> <section class="section" id="supplier-awa__section_hf1_1lj_gxb"><h2 id="d162325e59" class="title sectiontitle">Prerequisites for installing <span class="ph">Advanced Work Assignment for Supplier Lifecycle Operations</span></h2> <p class="p">Before you install <span class="ph">Advanced Work Assignment for Supplier Lifecycle Operations</span>, ensure that you activate the <span class="ph">Agent Chat</span> application and load the demo data during installation. For more information, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/load-demo-agent-chat.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/load-demo-agent-chat.html" class="xref" title="Activate Agent Chat and load demo data.">Activate Agent Chat and load demo data</a>.</p> </section> <section class="section" id="supplier-awa__section_pkw_4ms_swb"><h2 id="d162325e86" class="title sectiontitle">Required plugins</h2> <div class="p">Install the <span class="ph">Advanced Work Assignment for Supplier Lifecycle Operations</span> (com.snc.sn_slm_awa) plugin if you have the admin role. Installing this plugin also installs the following dependent plugins:<ul class="ul" id="supplier-awa__ul_bqb_cns_swb"> <li class="li">Advanced Work Assignment (com.glide.awa)</li> <li class="li">Agent Chat (com.glide.interaction.awa)</li> <li class="li">Glide Virtual Agent (com.glide.cs.chatbot)</li> <li class="li">Supplier Case Management (com.snc.sn_supplier_mgmt)</li> </ul></div> </section> </div> <nav role="navigation"><dt class="ullinks"></dt><dd class="ullinks"><ul class="ullinks"><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/agent-inbox-ws.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/agent-inbox-ws.html">Source-to-Pay Workspace agent inbox</a><p class="shortdesc">Use the agent inbox to manage your incoming work items, such as chats, cases, incidents, and more.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/load-demo-agent-chat.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/load-demo-agent-chat.html">Activate Agent Chat and load demo data</a><p class="shortdesc">Activate <span class="ph">Agent Chat</span> and load demo data.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/awa-slm-config.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/awa-slm-config.html">Setting up Advanced Work Assignment for Supplier Lifecycle Operations</a><p class="shortdesc">Plan and configure your implementation of <span class="ph">Advanced Work Assignment for Supplier Lifecycle Operations</span>.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/use-awa-slm.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/use-awa-slm.html">Using Advanced Work Assignment for Supplier Lifecycle Operations</a><p class="shortdesc">Enables supplier contacts to interact with supplier owners and resolve their issues and get answers to questions.</p></li></ul></dd></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"><div class="col-md-4"><dt>Related tasks</dt><dd><ul><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/install-supp-mgmt.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/install-supp-mgmt.html" class="link" title="You can install the Supplier Case Management application (com.snc.sn_supplier_mgmt) if you have the admin role. The application includes demo data and installs related ServiceNow Store applications and plugins if they are not already installed.">Install Supplier Case Management</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/install-supp-central.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/install-supp-central.html" class="link" title="You can install the Supplier Collaboration Portal application (com.snc.sn_supplier_sp) if you have the admin role. The application includes demo data and installs related ServiceNow Store applications and plugins if they are not already installed.">Install Supplier Collaboration Portal</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/install-supplier-ops.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/install-supplier-ops.html" class="link" title="You can install the Supplier Operations application (com.snc.sn_so) to access advanced case management capabilities to handle key supplier lifecycle events.">Install Supplier Operations</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/configure-pdf-template-sign-doc-task.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/configure-pdf-template-sign-doc-task.html" class="link" title="Create and configure the document template that enables you to collect e-signatures from multiple participants and generate a filled PDF document.">Configure the document template for the Sign document action type for supplier task</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/enable-m2m-supplier-contacts.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/enable-m2m-supplier-contacts.html" class="link" title="Many-to-many (M2M) mapping between supplier contact and suppliers enables one supplier contact to be the contact for multiple suppliers, provided the suppliers share a parent-subsidiary relationship.">Enable M2M mapping between supplier contact and suppliers</a></li></ul></dd></div><div class="col-md-4"><dt>Related concepts</dt><dd><ul><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/supp-doc-mgmt-overview.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supp-doc-mgmt-overview.html" class="link" title="Supplier Lifecycle Operations uses the ServiceNow Document Management functionality to enable supplier managers, supplier owners, supplier administrators, and supplier contacts to manage supplier documents.">Supplier Document Management</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/configuring-supplier-performance-mgmt.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/configuring-supplier-performance-mgmt.html" class="link" title="Define key performance indicators (KPIs) and segmentation criteria to measure supplier performance effectively.">Configure Supplier Relationship and Performance Management</a></li></ul></dd></div></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Supplier Lifecycle Operations", "topic_id": "product/supplier-lifecycle-operations/concept/supp-mgmt-landing-page.html" }, { "title": "Configuring Supplier Lifecycle Operations", "topic_id": "product/supplier-lifecycle-operations/concept/config-supp-mgmt.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations\">Zurich Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/finance-supply-chain-landing.html\">Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supp-mgmt-landing-page.html\">Supplier Lifecycle Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/config-supp-mgmt.html\">Configuring Supplier Lifecycle Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">Advanced Work 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For more information, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept//csh\" href=\"https://servicenow-be-prod.servicenow.com/csh?topicname=awa-overview&version=zurich&pubname=zurich-servicenow-platform\" class=\"xref\">Exploring Advanced Work Assignment</a>.</p>\n <section class=\"section\" id=\"supplier-awa__section_hf1_1lj_gxb\"><h2 id=\"d162325e59\" class=\"title sectiontitle\">Prerequisites for installing <span class=\"ph\">Advanced Work Assignment for Supplier Lifecycle Operations</span></h2>\n \n <p class=\"p\">Before you install <span class=\"ph\">Advanced Work Assignment for Supplier Lifecycle Operations</span>, ensure that you activate the <span class=\"ph\">Agent Chat</span> application and load the demo data during installation. For more information, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/load-demo-agent-chat.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/load-demo-agent-chat.html\" class=\"xref\" title=\"Activate Agent Chat and load demo data.\">Activate Agent Chat and load demo data</a>.</p>\n </section>\n <section class=\"section\" id=\"supplier-awa__section_pkw_4ms_swb\"><h2 id=\"d162325e86\" class=\"title sectiontitle\">Required plugins</h2>\n \n <div class=\"p\">Install the <span class=\"ph\">Advanced Work Assignment for Supplier Lifecycle Operations</span> (com.snc.sn_slm_awa) plugin if you have the admin role. Installing this plugin also installs the following dependent plugins:<ul class=\"ul\" id=\"supplier-awa__ul_bqb_cns_swb\">\n <li class=\"li\">Advanced Work Assignment (com.glide.awa)</li>\n <li class=\"li\">Agent Chat (com.glide.interaction.awa)</li>\n <li class=\"li\">Glide Virtual Agent (com.glide.cs.chatbot)</li>\n <li class=\"li\">Supplier Case Management (com.snc.sn_supplier_mgmt)</li>\n </ul></div>\n </section>\n </div>\n<nav role=\"navigation\"><dt class=\"ullinks\"></dt><dd class=\"ullinks\"><ul class=\"ullinks\"><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/agent-inbox-ws.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/agent-inbox-ws.html\">Source-to-Pay Workspace agent inbox</a><p class=\"shortdesc\">Use the agent inbox to manage your incoming work items, such as chats, cases, incidents, and more.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/load-demo-agent-chat.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/load-demo-agent-chat.html\">Activate Agent Chat and load demo data</a><p class=\"shortdesc\">Activate <span class=\"ph\">Agent Chat</span> and load demo data.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/awa-slm-config.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/awa-slm-config.html\">Setting up Advanced Work Assignment for Supplier Lifecycle Operations</a><p class=\"shortdesc\">Plan and configure your implementation of <span class=\"ph\">Advanced Work Assignment for Supplier Lifecycle Operations</span>.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/use-awa-slm.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/use-awa-slm.html\">Using Advanced Work Assignment for Supplier Lifecycle Operations</a><p class=\"shortdesc\">Enables supplier contacts to interact with supplier owners and resolve their issues and get answers to questions.</p></li></ul></dd></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"><div class=\"col-md-4\"><dt>Related tasks</dt><dd><ul><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/install-supp-mgmt.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/install-supp-mgmt.html\" class=\"link\" title=\"You can install the Supplier Case Management application (com.snc.sn_supplier_mgmt) if you have the admin role. The application includes demo data and installs related ServiceNow Store applications and plugins if they are not already installed.\">Install Supplier Case Management</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/install-supp-central.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/install-supp-central.html\" class=\"link\" title=\"You can install the Supplier Collaboration Portal application (com.snc.sn_supplier_sp) if you have the admin role. The application includes demo data and installs related ServiceNow Store applications and plugins if they are not already installed.\">Install Supplier Collaboration Portal</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/install-supplier-ops.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/install-supplier-ops.html\" class=\"link\" title=\"You can install the Supplier Operations application (com.snc.sn_so) to access advanced case management capabilities to handle key supplier lifecycle events.\">Install Supplier Operations</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/configure-pdf-template-sign-doc-task.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/configure-pdf-template-sign-doc-task.html\" class=\"link\" title=\"Create and configure the document template that enables you to collect e-signatures from multiple participants and generate a filled PDF document.\">Configure the document template for the Sign document action type for supplier task</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/enable-m2m-supplier-contacts.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/enable-m2m-supplier-contacts.html\" class=\"link\" title=\"Many-to-many (M2M) mapping between supplier contact and suppliers enables one supplier contact to be the contact for multiple suppliers, provided the suppliers share a parent-subsidiary relationship.\">Enable M2M mapping between supplier contact and suppliers</a></li></ul></dd></div><div class=\"col-md-4\"><dt>Related concepts</dt><dd><ul><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/supp-doc-mgmt-overview.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supp-doc-mgmt-overview.html\" class=\"link\" title=\"Supplier Lifecycle Operations uses the ServiceNow Document Management functionality to enable supplier managers, supplier owners, supplier administrators, and supplier contacts to manage supplier documents.\">Supplier Document Management</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/configuring-supplier-performance-mgmt.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/configuring-supplier-performance-mgmt.html\" class=\"link\" title=\"Define key performance indicators (KPIs) and segmentation criteria to measure supplier performance effectively.\">Configure Supplier Relationship and Performance Management</a></li></ul></dd></div></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Advanced Work Assignment for Supplier Lifecycle Operations Use the Advanced Work Assignment for Supplier Lifecycle Operations feature to automatically assign work items to agents based on availability and capacity. Important: Check your entitlements to determine whether you have access to Advanced Work Assignment for Supplier Lifecycle Operations. Advanced Work Assignment for Supplier Lifecycle Operations pushes work to qualified agents using work item queues, routing conditions, and assignment criteria that you define. For more information, see Exploring Advanced Work Assignment. ## Prerequisites for installing Advanced Work Assignment for Supplier Lifecycle Operations Before you install Advanced Work Assignment for Supplier Lifecycle Operations, ensure that you activate the Agent Chat application and load the demo data during installation. For more information, see Activate Agent Chat and load demo data. ## Required plugins Install the Advanced Work Assignment for Supplier Lifecycle Operations (com.snc.sn\_slm\_awa) plugin if you have the admin role. Installing this plugin also installs the following dependent plugins: * Advanced Work Assignment (com.glide.awa) * Agent Chat (com.glide.interaction.awa) * Glide Virtual Agent (com.glide.cs.chatbot) * Supplier Case Management (com.snc.sn\_supplier\_mgmt)	--- title: Advanced Work Assignment for Supplier Lifecycle Operations description: Use the Advanced Work Assignment for Supplier Lifecycle Operations feature to automatically assign work items to agents based on availability and capacity. keywords: [] breadcrumbs: - Finance and Supply Chain - Supplier Lifecycle Operations - Configuring Supplier Lifecycle Operations --- # Advanced Work Assignment for Supplier Lifecycle Operations Use the Advanced Work Assignment for Supplier Lifecycle Operations feature to automatically assign work items to agents based on availability and capacity. Important: Check your entitlements to determine whether you have access to Advanced Work Assignment for Supplier Lifecycle Operations. Advanced Work Assignment for Supplier Lifecycle Operations pushes work to qualified agents using work item queues, routing conditions, and assignment criteria that you define. For more information, see Exploring Advanced Work Assignment. ## Prerequisites for installing Advanced Work Assignment for Supplier Lifecycle Operations Before you install Advanced Work Assignment for Supplier Lifecycle Operations, ensure that you activate the Agent Chat application and load the demo data during installation. For more information, see Activate Agent Chat and load demo data. ## Required plugins Install the Advanced Work Assignment for Supplier Lifecycle Operations (com.snc.sn\_slm\_awa) plugin if you have the admin role. Installing this plugin also installs the following dependent plugins: * Advanced Work Assignment (com.glide.awa) * Agent Chat (com.glide.interaction.awa) * Glide Virtual Agent (com.glide.cs.chatbot) * Supplier Case Management (com.snc.sn\_supplier\_mgmt)
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supplier-case-management.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supplier-case-management.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/supplier-lifecycle-operations/concept/supplier-case-management.html	zurich	Supplier Case Management	The Supplier Case Management application (com.snc.sn_supplier_mgmt) logs and tracks all supplier-related cases and tasks. It also provides support for Advanced Work Assignments and the ability to resolve cases via playbooks.	[]	[ "Finance and Supply Chain", "Supplier Lifecycle Operations", "Exploring Supplier Lifecycle Operations" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/supplier-case-management.html" id="bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/supplier-case-management.html"><body id="supplier-case-management"><main role="main"><article role="article" class="dita" id="supplier-case-management" aria-labelledby="title_supplier-case-management"> <h1 class="title topictitle1" id="title_supplier-case-management"><span class="ph">Supplier Case Management</span></h1> <div class="body conbody"><p class="shortdesc">The <span class="ph">Supplier Case Management</span> application (com.snc.sn_supplier_mgmt) logs and tracks all supplier-related cases and tasks. It also provides support for Advanced Work Assignments and the ability to resolve cases via playbooks.</p> <div class="note important note_important"><span class="note__title">Important:</span> <ul class="ul" id="supplier-case-management__ul_ybr_fl4_xfc"> <li class="li">Check your entitlements to determine whether you have access to <span class="ph">Supplier Case Management</span>.</li> <li class="li"><span class="ph">Supplier Case Management</span> is the new name for <span class="ph">Supplier Lifecycle Operations</span> plugin (com.snc.sn_supplier_mgmt) from <span class="ph">Zurich</span> release.</li> </ul> </div> <p class="p">The <span class="ph">Supplier Case Management</span> application (com.snc.sn_supplier_mgmt) provides basic case management capabilities for supplier-related cases. The supplier cases can be created through various channels such as Workspace, email, and other supported methods. The application also supports task creation and tracking, enabling users to manage and resolve supplier issues more efficiently.</p> <div class="p"><span class="ph">Supplier Case Management</span> has the following plugin dependencies:<ul class="ul" id="supplier-case-management__ul_qg5_hbn_bgc"> <li class="li"><span class="ph">Supplier Common Architecture</span> (com.snc.sn_slm)</li> <li class="li">Source-to-Pay Workspace (com.sn_spend_workspace)</li> </ul></div> <p class="p">For more information about installing and configuring <span class="ph">Supplier Case Management</span>, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/install-supp-mgmt.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/install-supp-mgmt.html" class="xref" title="You can install the Supplier Case Management application (com.snc.sn_supplier_mgmt) if you have the admin role. The application includes demo data and installs related ServiceNow Store applications and plugins if they are not already installed.">Install Supplier Case Management</a>.</p> </div> </article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Supplier Lifecycle Operations", "topic_id": "product/supplier-lifecycle-operations/concept/supp-mgmt-landing-page.html" }, { "title": "Exploring Supplier Lifecycle Operations", "topic_id": "product/supplier-lifecycle-operations/concept/explore-supp-mgmt.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations\">Zurich Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/finance-supply-chain-landing.html\">Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supp-mgmt-landing-page.html\">Supplier Lifecycle Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/explore-supp-mgmt.html\">Exploring Supplier Lifecycle Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">Supplier Case Management</span>", "bundle_id": "zurich-source-to-pay-operations", "bundle_key": 2735, "bundle_landing_page": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html", "bundle_subtitle": null, "bundle_title": "Zurich Finance and Supply Chain", "canonical_link": null, "dates": { "Added on": "2025-08-05T13:11:54.216332Z", "Created on": "2025-06-30T00:00:00Z", "Initial upload": "2025-07-30T22:25:52.095402Z", "Updated on": "2025-07-31T00:00:00Z" }, "dislike_url": "https://servicenow-be-prod.servicenow.com/dislike/55688806", "dislikes": 0, "es_archived_content": false, "is_in_fav": false, "is_liked": null, "is_watched": false, "keywords": [ " zurich zurich" ], "labels": [ { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "zurich", "navtitle": "Zurich", "outputclasses": [], "subjectHeadId": "versions", "subjectheadNavtitle": "Versions", "visibility": "show-facet" }, { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "slcmgmt", "navtitle": "Supplier Lifecycle Operations", "outputclasses": [], "subjectHeadId": "products", "subjectheadNavtitle": "Products", "visibility": "show-facet" } ], "labels_text": "Versions > Zurich; Products > Finance and Supply Chain > Supplier Lifecycle Operations", "like_url": "https://servicenow-be-prod.servicenow.com/like/55688806", "likes": 0, "metadata": { "AI Search": null, "AI Search Assist": null, "Application Insights": null, "Capabilities": null, "Code Signing": null, "Contextual Search": null, "DC.contributor": null, "DC.coverage": null, "DC.creator": "ServiceNow", "DC.date.created": "2025-06-30T16:52:03+05:30", "DC.date.modified": "2025-07-31", "DC.format": "HTML5", "DC.identifier": "supplier-case-management", "DC.language": null, "DC.relation": null, "DC.rights.owner": "(C) Copyright 2025", "DC.subject": null, "DC.type": "concept", "Data Discovery": null, "Data Policy": null, "Data Privacy": null, "Discovery": null, "External Content for AI Search": null, "Field Administration": null, "Field Normalization": null, "Key Management Framework": null, "Localization Framework": null, "Now Platform": null, "PlatSec": null, "Platform": null, "Platform Administration": null, "Platform Performance": null, "Platform Privacy": null, "Proactive Triggers": null, "Process Optimization": null, "RN doc editing record number": null, "Search Administration": null, "Secrets Management": null, "ServiceNow AI Platform": null, "State Model": null, "Subscription Management": null, "Task Communications Management": null, "Timeline Visualizations": null, "User Administration": null, "User Experience Analytics": null, "Zing": null, "ai-now-assist": null, "app-name": null, "app_route": null, "azureapimanagemen": null, "change-completed": null, "change-item": null, "change-request-id": null, "change-request-reference": null, "com.glide.embedded_help.category": null, "component": null, "copyright": "(C) Copyright 2025", "crossroads": null, "data": null, "description": "The Supplier Case Management application (com.snc.sn_supplier_mgmt) logs and tracks all supplier-related cases and tasks. It also provides support for Advanced Work Assignments and the ability to resolve cases via playbooks.", "dominant_bundle": null, "erp-canvas-video": null, "fsm-mobile": null, "fsm-route": null, "fsm-sched-opt": null, "fsm-wrk-order": null, "genai-round-7": null, "generator": "DITA-OT", "glossPartOfSpeech": null, "glossStatus": null, "guided setup": null, "guided tours": null, "keywords": null, "min-toc": null, "mini": null, "mini-to truec": null, "mini-toc": null, "mini_toc": null, "minitoc": null, "modification": null, "now-assist-app-gen-video": null, "order": null, "page-type": null, "page-type ": null, "prodname": null, "product": null, "product_name": null, "release": null, "resourceID": null, "roles": null, "route_page": null, "route_params_listId": null, "route_params_table": null, "route_params_type": null, "route_type": null, "setconfigurationproperties": null, "topic": null, "translation-type": "source", "version": null, "workflow": "Creator", "workplace-srvc-delvry-ditamap": null }, "page_id": "product/supplier-lifecycle-operations/concept/supplier-case-management.html", "page_key": 55688806, "preprocessed_PDF": "https://downloads.docs.servicenow.com/pdf/enus/servicenow-yokohama-source-to-pay-operations-enus.pdf", "rating": null, "read_time_data": { "char_count": 1130, "img_count": 0, "read_time": 1, "video_links": [ "" ], "word_count": 142 }, "related_links": [], "search_title": null, "title": "Supplier Case Management", "topic_cluster": { "clustered_by": { "enabled": true, "primary_key": "versions", "primary_sort": "top-down", "type": "subjecthead" }, "clustered_labels": [ "versions" ], "clustered_topics": [], "clustering_title": "Zurich" }, "topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/supplier-case-management.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/supplier-case-management.html\"><body id=\"supplier-case-management\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"supplier-case-management\" aria-labelledby=\"title_supplier-case-management\">\n <h1 class=\"title topictitle1\" id=\"title_supplier-case-management\"><span class=\"ph\">Supplier Case Management</span></h1>\n \n \n <div class=\"body conbody\"><p class=\"shortdesc\">The <span class=\"ph\">Supplier Case Management</span> application (com.snc.sn_supplier_mgmt) logs and tracks all supplier-related cases and tasks. It also provides support for Advanced Work Assignments and the ability to resolve cases via\n playbooks.</p>\n <div class=\"note important note_important\"><span class=\"note__title\">Important:</span> \n <ul class=\"ul\" id=\"supplier-case-management__ul_ybr_fl4_xfc\">\n <li class=\"li\">Check your entitlements to determine whether you have access to <span class=\"ph\">Supplier Case Management</span>.</li>\n <li class=\"li\"><span class=\"ph\">Supplier Case Management</span> is the new name for <span class=\"ph\">Supplier Lifecycle Operations</span> plugin (com.snc.sn_supplier_mgmt) from <span class=\"ph\">Zurich</span> release.</li>\n </ul>\n </div>\n <p class=\"p\">The <span class=\"ph\">Supplier Case Management</span> application (com.snc.sn_supplier_mgmt) provides basic case management capabilities for supplier-related cases. The supplier cases can be created through various channels such as Workspace, email,\n and other supported methods. The application also supports task creation and tracking, enabling users to manage and resolve supplier issues more efficiently.</p>\n <div class=\"p\"><span class=\"ph\">Supplier Case Management</span> has the following plugin dependencies:<ul class=\"ul\" id=\"supplier-case-management__ul_qg5_hbn_bgc\">\n <li class=\"li\"><span class=\"ph\">Supplier Common Architecture</span> (com.snc.sn_slm)</li>\n <li class=\"li\">Source-to-Pay Workspace (com.sn_spend_workspace)</li>\n </ul></div>\n <p class=\"p\">For more information about installing and configuring <span class=\"ph\">Supplier Case Management</span>, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/install-supp-mgmt.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/install-supp-mgmt.html\" class=\"xref\" title=\"You can install the Supplier Case Management application (com.snc.sn_supplier_mgmt) if you have the admin role. The application includes demo data and installs related ServiceNow Store applications and plugins if they are not already installed.\">Install Supplier Case Management</a>.</p>\n </div>\n</article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Supplier Case Management The Supplier Case Management application (com.snc.sn\_supplier\_mgmt) logs and tracks all supplier-related cases and tasks. It also provides support for Advanced Work Assignments and the ability to resolve cases via playbooks. Important: * Check your entitlements to determine whether you have access to Supplier Case Management. * Supplier Case Management is the new name for Supplier Lifecycle Operations plugin (com.snc.sn\_supplier\_mgmt) from Zurich release. The Supplier Case Management application (com.snc.sn\_supplier\_mgmt) provides basic case management capabilities for supplier-related cases. The supplier cases can be created through various channels such as Workspace, email, and other supported methods. The application also supports task creation and tracking, enabling users to manage and resolve supplier issues more efficiently. Supplier Case Management has the following plugin dependencies: * Supplier Common Architecture (com.snc.sn\_slm) * Source-to-Pay Workspace (com.sn\_spend\_workspace) For more information about installing and configuring Supplier Case Management, see Install Supplier Case Management.	--- title: Supplier Case Management description: "The Supplier Case Management application (com.snc.sn_supplier_mgmt)\ \ logs and tracks all supplier-related cases and tasks. It also provides support\ \ for Advanced Work Assignment\u200Bs and the ability to resolve cases via playbooks\u200B\ ." keywords: [] breadcrumbs: - Finance and Supply Chain - Supplier Lifecycle Operations - Exploring Supplier Lifecycle Operations --- # Supplier Case Management The Supplier Case Management application (com.snc.sn\_supplier\_mgmt) logs and tracks all supplier-related cases and tasks. It also provides support for Advanced Work Assignments and the ability to resolve cases via playbooks. Important: * Check your entitlements to determine whether you have access to Supplier Case Management. * Supplier Case Management is the new name for Supplier Lifecycle Operations plugin (com.snc.sn\_supplier\_mgmt) from Zurich release. The Supplier Case Management application (com.snc.sn\_supplier\_mgmt) provides basic case management capabilities for supplier-related cases. The supplier cases can be created through various channels such as Workspace, email, and other supported methods. The application also supports task creation and tracking, enabling users to manage and resolve supplier issues more efficiently. Supplier Case Management has the following plugin dependencies: * Supplier Common Architecture (com.snc.sn\_slm) * Source-to-Pay Workspace (com.sn\_spend\_workspace) For more information about installing and configuring Supplier Case Management, see Install Supplier Case Management.
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supplier-common.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supplier-common.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/supplier-lifecycle-operations/concept/supplier-common.html	zurich	Supplier Common Architecture	The Supplier Common Architecture application (com.snc.sn_slm) contains tables of the Supplier Case Management application that can be commonly used and extended by other products. The Supplier Common Architecture application also contains the roles required for the Supplier Case Management application.	[ "SLO", "SLO Architecture", "Architecture", "Supplier Lifecycle Operations", "Common Architecture", "Common", "SLO Common", "SLO plugins" ]	[ "Finance and Supply Chain", "Supplier Lifecycle Operations", "Exploring Supplier Lifecycle Operations" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/supplier-common.html" id="bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/supplier-common.html"><body id="supplier-common"><main role="main"><article role="article" class="dita" id="supplier-common" aria-labelledby="title_supplier-common"> <h1 class="title topictitle1" id="title_supplier-common"><span class="ph">Supplier Common Architecture</span></h1> <div class="body conbody"><p class="shortdesc">The <span class="ph">Supplier Common Architecture</span> application (com.snc.sn_slm) contains tables of the <span class="ph">Supplier Case Management</span> application that can be commonly used and extended by other products. The <span class="ph">Supplier Common Architecture</span> application also contains the roles required for the <span class="ph">Supplier Case Management</span> application.</p> <p class="p">The <span class="ph">Supplier Case Management</span> application and the <span class="ph">Supplier Collaboration Portal</span> have a dependency on the <span class="ph">Supplier Common Architecture</span> application.</p> <p class="p"><span class="ph">Supplier Common Architecture</span> is automatically installed when you install either the <span class="ph">Supplier Case Management</span> application or the <span class="ph">Supplier Collaboration Portal</span>.</p> <p class="p"><span class="ph">Supplier Common Architecture</span> installs the following dependent plugins:</p> <ul class="ul" id="supplier-common__ul_cwt_xws_cwb"> <li class="li"><span class="ph">Finance Common Architecture</span> (com.sn_fin)</li> <li class="li">External User Registration (com.snc.external_user_self_registration)</li> <li class="li">Service Delivery Common (com.sn_spend_sdc)</li> <li class="li">Common Vendor Core (com.snc.sn_vendor_core) and (com.snc.vendor_core)</li> </ul> </div> </article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Supplier Lifecycle Operations", "topic_id": "product/supplier-lifecycle-operations/concept/supp-mgmt-landing-page.html" }, { "title": "Exploring Supplier Lifecycle Operations", "topic_id": "product/supplier-lifecycle-operations/concept/explore-supp-mgmt.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations\">Zurich Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/finance-supply-chain-landing.html\">Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supp-mgmt-landing-page.html\">Supplier Lifecycle Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/explore-supp-mgmt.html\">Exploring Supplier Lifecycle Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">Supplier Common Architecture</span>", "bundle_id": "zurich-source-to-pay-operations", "bundle_key": 2735, "bundle_landing_page": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html", "bundle_subtitle": null, "bundle_title": "Zurich Finance and Supply Chain", "canonical_link": null, "dates": { "Added on": "2025-08-05T13:11:54.216332Z", "Created on": "2023-08-03T00:00:00Z", "Initial upload": "2025-07-30T22:25:52.095402Z", "Updated on": "2025-07-31T00:00:00Z" }, "dislike_url": "https://servicenow-be-prod.servicenow.com/dislike/55688808", "dislikes": 0, "es_archived_content": false, "is_in_fav": false, "is_liked": null, "is_watched": false, "keywords": [ " zurich zurich" ], "labels": [ { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "zurich", "navtitle": "Zurich", "outputclasses": [], "subjectHeadId": "versions", "subjectheadNavtitle": "Versions", "visibility": "show-facet" }, { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "slcmgmt", "navtitle": "Supplier Lifecycle Operations", "outputclasses": [], "subjectHeadId": "products", "subjectheadNavtitle": "Products", "visibility": "show-facet" } ], "labels_text": "Versions > Zurich; Products > Finance and Supply Chain > Supplier Lifecycle Operations", "like_url": "https://servicenow-be-prod.servicenow.com/like/55688808", "likes": 0, "metadata": { "AI Search": null, "AI Search Assist": null, "Application Insights": null, "Capabilities": null, "Code Signing": null, "Contextual Search": null, "DC.contributor": null, "DC.coverage": null, "DC.creator": "ServiceNow", "DC.date.created": "2023-08-03", "DC.date.modified": "2025-07-31", "DC.format": "HTML5", "DC.identifier": "supplier-common", "DC.language": null, "DC.relation": null, "DC.rights.owner": "(C) Copyright 2025", "DC.subject": "SLO,SLO Architecture,Architecture,Supplier Lifecycle Operations,Common Architecture,Common,SLO Common,SLO plugins", "DC.type": "concept", "Data Discovery": null, "Data Policy": null, "Data Privacy": null, "Discovery": null, "External Content for AI Search": null, "Field Administration": null, "Field Normalization": null, "Key Management Framework": null, "Localization Framework": null, "Now Platform": null, "PlatSec": null, "Platform": null, "Platform Administration": null, "Platform Performance": null, "Platform Privacy": null, "Proactive Triggers": null, "Process Optimization": null, "RN doc editing record number": null, "Search Administration": null, "Secrets Management": null, "ServiceNow AI Platform": null, "State Model": null, "Subscription Management": null, "Task Communications Management": null, "Timeline Visualizations": null, "User Administration": null, "User Experience Analytics": null, "Zing": null, "ai-now-assist": null, "app-name": null, "app_route": null, "azureapimanagemen": null, "change-completed": null, "change-item": null, "change-request-id": null, "change-request-reference": null, "com.glide.embedded_help.category": null, "component": null, "copyright": "(C) Copyright 2025", "crossroads": null, "data": null, "description": "The Supplier Common Architecture application (com.snc.sn_slm) contains tables of the Supplier Case Management application that can be commonly used and extended by other products. The Supplier Common Architecture application also contains the roles required for the Supplier Case Management application.", "dominant_bundle": null, "erp-canvas-video": null, "fsm-mobile": null, "fsm-route": null, "fsm-sched-opt": null, "fsm-wrk-order": null, "genai-round-7": null, "generator": "DITA-OT", "glossPartOfSpeech": null, "glossStatus": null, "guided setup": null, "guided tours": null, "keywords": "SLO, SLO Architecture, Architecture, Supplier Lifecycle Operations, Common Architecture, Common, SLO Common, SLO plugins", "min-toc": null, "mini": null, "mini-to truec": null, "mini-toc": null, "mini_toc": null, "minitoc": null, "modification": null, "now-assist-app-gen-video": null, "order": null, "page-type": null, "page-type ": null, "prodname": null, "product": null, "product_name": null, "release": null, "resourceID": null, "roles": null, "route_page": null, "route_params_listId": null, "route_params_table": null, "route_params_type": null, "route_type": null, "setconfigurationproperties": null, "topic": null, "translation-type": "source", "version": null, "workflow": "Creator", "workplace-srvc-delvry-ditamap": null }, "page_id": "product/supplier-lifecycle-operations/concept/supplier-common.html", "page_key": 55688808, "preprocessed_PDF": "https://downloads.docs.servicenow.com/pdf/enus/servicenow-yokohama-source-to-pay-operations-enus.pdf", "rating": null, "read_time_data": { "char_count": 903, "img_count": 0, "read_time": 1, "video_links": [ "" ], "word_count": 106 }, "related_links": [], "search_title": null, "title": "Supplier Common Architecture", "topic_cluster": { "clustered_by": { "enabled": true, "primary_key": "versions", "primary_sort": "top-down", "type": "subjecthead" }, "clustered_labels": [ "versions" ], "clustered_topics": [ { "bundle_id": "yokohama-source-to-pay-operations", "clustering_title": "Yokohama", "es_archived_content": false, "page_id": "product/supplier-lifecycle-operations/concept/supplier-common.html" }, { "bundle_id": "xanadu-source-to-pay-operations", "clustering_title": "Xanadu", "es_archived_content": false, "page_id": "product/supplier-lifecycle-operations/concept/supplier-common.html" }, { "bundle_id": "washingtondc-source-to-pay-operations", "clustering_title": "Washington DC", "es_archived_content": false, "page_id": "product/supplier-lifecycle-operations/concept/supplier-common.html" }, { "bundle_id": "vancouver-source-to-pay-operations", "clustering_title": "Vancouver", "es_archived_content": false, "page_id": "product/supplier-lifecycle-operations/concept/supplier-common.html" } ], "clustering_title": "Zurich" }, "topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/supplier-common.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/supplier-common.html\"><body id=\"supplier-common\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"supplier-common\" aria-labelledby=\"title_supplier-common\">\n <h1 class=\"title topictitle1\" id=\"title_supplier-common\"><span class=\"ph\">Supplier Common Architecture</span></h1>\n \n \n <div class=\"body conbody\"><p class=\"shortdesc\">The <span class=\"ph\">Supplier Common Architecture</span> application (com.snc.sn_slm) contains tables of the <span class=\"ph\">Supplier Case Management</span> application that can be commonly used and extended by other products. The <span class=\"ph\">Supplier Common Architecture</span> application also contains the roles required for the <span class=\"ph\">Supplier Case Management</span> application.</p>\n <p class=\"p\">The <span class=\"ph\">Supplier Case Management</span> application and the <span class=\"ph\">Supplier Collaboration Portal</span> have a dependency on the <span class=\"ph\">Supplier Common Architecture</span> application.</p>\n <p class=\"p\"><span class=\"ph\">Supplier Common Architecture</span> is automatically installed when you install either the <span class=\"ph\">Supplier Case Management</span> application or the <span class=\"ph\">Supplier Collaboration Portal</span>.</p>\n <p class=\"p\"><span class=\"ph\">Supplier Common Architecture</span> installs the following dependent plugins:</p>\n <ul class=\"ul\" id=\"supplier-common__ul_cwt_xws_cwb\">\n <li class=\"li\"><span class=\"ph\">Finance Common Architecture</span> (com.sn_fin)</li>\n <li class=\"li\">External User Registration (com.snc.external_user_self_registration)</li>\n <li class=\"li\">Service Delivery Common (com.sn_spend_sdc)</li>\n <li class=\"li\">Common Vendor Core (com.snc.sn_vendor_core) and (com.snc.vendor_core)</li>\n </ul>\n </div>\n</article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Supplier Common Architecture The Supplier Common Architecture application (com.snc.sn\_slm) contains tables of the Supplier Case Management application that can be commonly used and extended by other products. The Supplier Common Architecture application also contains the roles required for the Supplier Case Management application. The Supplier Case Management application and the Supplier Collaboration Portal have a dependency on the Supplier Common Architecture application. Supplier Common Architecture is automatically installed when you install either the Supplier Case Management application or the Supplier Collaboration Portal. Supplier Common Architecture installs the following dependent plugins: * Finance Common Architecture (com.sn\_fin) * External User Registration (com.snc.external\_user\_self\_registration) * Service Delivery Common (com.sn\_spend\_sdc) * Common Vendor Core (com.snc.sn\_vendor\_core) and (com.snc.vendor\_core)	--- title: Supplier Common Architecture description: The Supplier Common Architecture application (com.snc.sn_slm) contains tables of the Supplier Case Management application that can be commonly used and extended by other products. The Supplier Common Architecture application also contains the roles required for the Supplier Case Management application. keywords: - SLO - SLO Architecture - Architecture - Supplier Lifecycle Operations - Common Architecture - Common - SLO Common - SLO plugins breadcrumbs: - Finance and Supply Chain - Supplier Lifecycle Operations - Exploring Supplier Lifecycle Operations --- # Supplier Common Architecture The Supplier Common Architecture application (com.snc.sn\_slm) contains tables of the Supplier Case Management application that can be commonly used and extended by other products. The Supplier Common Architecture application also contains the roles required for the Supplier Case Management application. The Supplier Case Management application and the Supplier Collaboration Portal have a dependency on the Supplier Common Architecture application. Supplier Common Architecture is automatically installed when you install either the Supplier Case Management application or the Supplier Collaboration Portal. Supplier Common Architecture installs the following dependent plugins: * Finance Common Architecture (com.sn\_fin) * External User Registration (com.snc.external\_user\_self\_registration) * Service Delivery Common (com.sn\_spend\_sdc) * Common Vendor Core (com.snc.sn\_vendor\_core) and (com.snc.vendor\_core)
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supplier-operations.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supplier-operations.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/supplier-lifecycle-operations/concept/supplier-operations.html	zurich	Supplier Operations	Supplier Operations provides advanced case management capabilities to handle key supplier lifecycle events such as onboarding, offboarding, and ongoing operations.	[]	[ "Finance and Supply Chain", "Supplier Lifecycle Operations", "Exploring Supplier Lifecycle Operations" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/supplier-operations.html" id="bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/supplier-operations.html"><body id="supplier-operations"><main role="main"><article role="article" class="dita" id="supplier-operations" aria-labelledby="title_supplier-operations"> <h1 class="title topictitle1" id="title_supplier-operations">Supplier Operations</h1> <div class="body conbody"><p class="shortdesc">Supplier Operations provides advanced case management capabilities to handle key supplier lifecycle events such as onboarding, offboarding, and ongoing operations.</p> <div class="note important note_important"><span class="note__title">Important:</span> <ul class="ul" id="supplier-operations__ul_w35_hkb_wfc"> <li class="li">Check your entitlements to determine whether you have access to Supplier Operations.</li> <li class="li">Supplier Operations application (com.snc.sn_so) is the mandatory plugin to be installed after upgrading to <span class="ph">Supplier Lifecycle Operations</span> <span class="ph">Zurich</span> release.</li> </ul> </div> <div class="p">The <strong class="ph b">Supplier Operations</strong> application (com.snc.sn_so) provides the following capabilities:<ul class="ul" id="supplier-operations__ul_p5s_c23_wfc"> <li class="li">Case management for:<ul class="ul" id="supplier-operations__ul_ox1_qjb_wfc"> <li class="li">Handling supplier onboarding and offboarding, and ongoing operations.</li> <li class="li">Handling supplier lifecycle ongoing operations.</li> <li class="li">Resolving cases via Playbooks for a structured and consistent approach.</li> </ul></li> <li class="li">Integrations with third-party solutions such as Craft and Relish.</li> <li class="li">Access to Document Management and Segmentation Rules.</li> </ul></div> <div class="p">To install Supplier Operations, the following plugins have to be installed:<ul class="ul" id="supplier-operations__ul_hwq_bzz_ddc"> <li class="li"><span class="ph uicontrol">Required plugin</span>: Supplier Operations (com.snc.sn_so)</li> <li class="li"><span class="ph uicontrol">Dependent plugins</span>:<ul class="ul" id="supplier-operations__ul_ax1_f31_2dc"> <li class="li">Supplier Case Management (com.snc.sn_supplier_mgmt)</li> <li class="li">Document Management (com.snc.platform_document_management)</li> </ul></li> </ul> </div> <p class="p">For more information about installing Supplier Operations, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/install-supplier-ops.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/install-supplier-ops.html" class="xref" title="You can install the Supplier Operations application (com.snc.sn_so) to access advanced case management capabilities to handle key supplier lifecycle events.">Install Supplier Operations</a>.</p> </div> </article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Supplier Lifecycle Operations", "topic_id": "product/supplier-lifecycle-operations/concept/supp-mgmt-landing-page.html" }, { "title": "Exploring Supplier Lifecycle Operations", "topic_id": "product/supplier-lifecycle-operations/concept/explore-supp-mgmt.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations\">Zurich Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/finance-supply-chain-landing.html\">Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supp-mgmt-landing-page.html\">Supplier Lifecycle Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/explore-supp-mgmt.html\">Exploring Supplier Lifecycle Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">Supplier Operations</span>", "bundle_id": "zurich-source-to-pay-operations", "bundle_key": 2735, "bundle_landing_page": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html", "bundle_subtitle": null, "bundle_title": "Zurich Finance and Supply Chain", "canonical_link": null, "dates": { "Added on": "2025-08-05T13:11:54.216332Z", "Created on": "2025-06-30T00:00:00Z", "Initial upload": "2025-07-30T22:25:52.095402Z", "Updated on": "2025-07-31T00:00:00Z" }, "dislike_url": "https://servicenow-be-prod.servicenow.com/dislike/55688812", "dislikes": 0, "es_archived_content": false, "is_in_fav": false, "is_liked": null, "is_watched": false, "keywords": [ " zurich zurich" ], "labels": [ { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "zurich", "navtitle": "Zurich", "outputclasses": [], "subjectHeadId": "versions", "subjectheadNavtitle": "Versions", "visibility": "show-facet" }, { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "slcmgmt", "navtitle": "Supplier Lifecycle Operations", "outputclasses": [], "subjectHeadId": "products", "subjectheadNavtitle": "Products", "visibility": "show-facet" } ], "labels_text": "Versions > Zurich; 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null, "fsm-mobile": null, "fsm-route": null, "fsm-sched-opt": null, "fsm-wrk-order": null, "genai-round-7": null, "generator": "DITA-OT", "glossPartOfSpeech": null, "glossStatus": null, "guided setup": null, "guided tours": null, "keywords": null, "min-toc": null, "mini": null, "mini-to truec": null, "mini-toc": null, "mini_toc": null, "minitoc": null, "modification": null, "now-assist-app-gen-video": null, "order": null, "page-type": null, "page-type ": null, "prodname": null, "product": null, "product_name": null, "release": null, "resourceID": null, "roles": null, "route_page": null, "route_params_listId": null, "route_params_table": null, "route_params_type": null, "route_type": null, "setconfigurationproperties": null, "topic": null, "translation-type": "source", "version": null, "workflow": "Creator", "workplace-srvc-delvry-ditamap": null }, "page_id": "product/supplier-lifecycle-operations/concept/supplier-operations.html", "page_key": 55688812, "preprocessed_PDF": "https://downloads.docs.servicenow.com/pdf/enus/servicenow-yokohama-source-to-pay-operations-enus.pdf", "rating": null, "read_time_data": { "char_count": 1186, "img_count": 0, "read_time": 1, "video_links": [ "" ], "word_count": 142 }, "related_links": [], "search_title": null, "title": "Supplier Operations", "topic_cluster": { "clustered_by": { "enabled": true, "primary_key": "versions", "primary_sort": "top-down", "type": "subjecthead" }, "clustered_labels": [ "versions" ], "clustered_topics": [], "clustering_title": "Zurich" }, "topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/supplier-operations.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/supplier-operations.html\"><body id=\"supplier-operations\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"supplier-operations\" aria-labelledby=\"title_supplier-operations\">\n <h1 class=\"title topictitle1\" id=\"title_supplier-operations\">Supplier Operations</h1>\n \n \n <div class=\"body conbody\"><p class=\"shortdesc\">Supplier Operations provides advanced case management capabilities to handle key supplier lifecycle events such as onboarding, offboarding, and ongoing operations.</p>\n <div class=\"note important note_important\"><span class=\"note__title\">Important:</span> \n <ul class=\"ul\" id=\"supplier-operations__ul_w35_hkb_wfc\">\n <li class=\"li\">Check your entitlements to determine whether you have access to Supplier Operations.</li>\n <li class=\"li\">Supplier Operations application (com.snc.sn_so) is the mandatory plugin to be installed after upgrading to <span class=\"ph\">Supplier Lifecycle Operations</span>\n <span class=\"ph\">Zurich</span> release.</li>\n </ul>\n </div>\n <div class=\"p\">The <strong class=\"ph b\">Supplier Operations</strong> application (com.snc.sn_so) provides the following capabilities:<ul class=\"ul\" id=\"supplier-operations__ul_p5s_c23_wfc\">\n <li class=\"li\">Case management for:<ul class=\"ul\" id=\"supplier-operations__ul_ox1_qjb_wfc\">\n <li class=\"li\">Handling supplier onboarding and offboarding, and ongoing operations.</li>\n <li class=\"li\">Handling supplier lifecycle ongoing operations.</li>\n <li class=\"li\">Resolving cases via Playbooks for a structured and consistent approach.</li>\n </ul></li>\n <li class=\"li\">Integrations with third-party solutions such as Craft and Relish.</li>\n <li class=\"li\">Access to Document Management and Segmentation Rules.</li>\n </ul></div>\n <div class=\"p\">To install Supplier Operations, the following plugins have to be installed:<ul class=\"ul\" id=\"supplier-operations__ul_hwq_bzz_ddc\">\n <li class=\"li\"><span class=\"ph uicontrol\">Required plugin</span>: Supplier Operations (com.snc.sn_so)</li>\n <li class=\"li\"><span class=\"ph uicontrol\">Dependent plugins</span>:<ul class=\"ul\" id=\"supplier-operations__ul_ax1_f31_2dc\">\n <li class=\"li\">Supplier Case Management (com.snc.sn_supplier_mgmt)</li>\n <li class=\"li\">Document Management (com.snc.platform_document_management)</li>\n </ul></li>\n </ul>\n </div>\n <p class=\"p\">For more information about installing Supplier Operations, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/install-supplier-ops.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/install-supplier-ops.html\" class=\"xref\" title=\"You can install the Supplier Operations application (com.snc.sn_so) to access advanced case management capabilities to handle key supplier lifecycle events.\">Install Supplier Operations</a>.</p>\n </div>\n</article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Supplier Operations Supplier Operations provides advanced case management capabilities to handle key supplier lifecycle events such as onboarding, offboarding, and ongoing operations. Important: * Check your entitlements to determine whether you have access to Supplier Operations. * Supplier Operations application (com.snc.sn\_so) is the mandatory plugin to be installed after upgrading to Supplier Lifecycle Operations Zurich release. The Supplier Operations application (com.snc.sn\_so) provides the following capabilities: * Case management for: + Handling supplier onboarding and offboarding, and ongoing operations. + Handling supplier lifecycle ongoing operations. + Resolving cases via Playbooks for a structured and consistent approach. * Integrations with third-party solutions such as Craft and Relish. * Access to Document Management and Segmentation Rules. To install Supplier Operations, the following plugins have to be installed: * Required plugin: Supplier Operations (com.snc.sn\_so) * Dependent plugins: + Supplier Case Management (com.snc.sn\_supplier\_mgmt) + Document Management (com.snc.platform\_document\_management) For more information about installing Supplier Operations, see Install Supplier Operations.	--- title: Supplier Operations description: Supplier Operations provides advanced case management capabilities to handle key supplier lifecycle events such as onboarding, offboarding, and ongoing operations. keywords: [] breadcrumbs: - Finance and Supply Chain - Supplier Lifecycle Operations - Exploring Supplier Lifecycle Operations --- # Supplier Operations Supplier Operations provides advanced case management capabilities to handle key supplier lifecycle events such as onboarding, offboarding, and ongoing operations. Important: * Check your entitlements to determine whether you have access to Supplier Operations. * Supplier Operations application (com.snc.sn\_so) is the mandatory plugin to be installed after upgrading to Supplier Lifecycle Operations Zurich release. The Supplier Operations application (com.snc.sn\_so) provides the following capabilities: * Case management for: + Handling supplier onboarding and offboarding, and ongoing operations. + Handling supplier lifecycle ongoing operations. + Resolving cases via Playbooks for a structured and consistent approach. * Integrations with third-party solutions such as Craft and Relish. * Access to Document Management and Segmentation Rules. To install Supplier Operations, the following plugins have to be installed: * Required plugin: Supplier Operations (com.snc.sn\_so) * Dependent plugins: + Supplier Case Management (com.snc.sn\_supplier\_mgmt) + Document Management (com.snc.platform\_document\_management) For more information about installing Supplier Operations, see Install Supplier Operations.
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supplier-performance-management-overview.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supplier-performance-management-overview.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/supplier-lifecycle-operations/concept/supplier-performance-management-overview.html	zurich	Supplier Relationship and Performance Management	Managing supplier relationship and performance is a key aspect of supplier management that aims to optimize the value and quality of the products and services delivered by suppliers.	[ "snow srpm", "SRPM", "Servicenow SPRM", "Supplier Performance Management" ]	[ "Finance and Supply Chain", "Supplier Lifecycle Operations", "Exploring Supplier Lifecycle Operations" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/supplier-performance-management-overview.html" id="bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/supplier-performance-management-overview.html"><body id="supplier-performance-management-overview"><main role="main"><article role="article" class="dita" id="supplier-performance-management-overview" aria-labelledby="title_supplier-performance-management-overview"> <h1 class="title topictitle1" id="title_supplier-performance-management-overview">Supplier Relationship and Performance Management</h1> <div class="body conbody"><p class="shortdesc">Managing supplier relationship and performance is a key aspect of supplier management that aims to optimize the value and quality of the products and services delivered by suppliers.</p> <div class="note important note_important"><span class="note__title">Important:</span> Check your entitlements to determine whether you have access to Supplier Relationship and Performance Management.</div> <p class="p">The Supplier Relationship and Performance Management (com.snc.sn_slm_perf) application enables you to establish clear expectations and criteria for measuring supplier performance, monitor, and assess their performance against those criteria, provide feedback and recognition, and implement corrective actions and improvement plans when needed.</p> <p class="p">The Supplier Relationship and Performance Management (SRPM) application offers the following key benefits:</p> <ul class="ul" id="supplier-performance-management-overview__ul_gjw_145_jcc"> <li class="li"><span class="ph uicontrol">Reduced costs and risks</span>: By ensuring that suppliers meet the standards and specifications of the organization, SRPM can help reduce the costs of poor quality, defects, rework, delays, and non-compliance. SRPM can also help mitigate the risks of supply disruptions, fraud, corruption, and reputational damage.</li> <li class="li"><span class="ph uicontrol">Increased efficiency and innovation</span>: By fostering collaboration and communication with suppliers, SRPM can help improve the efficiency and effectiveness of the procurement process.</li> <li class="li"><span class="ph uicontrol">Enhanced customer satisfaction and loyalty</span>: By delivering high-quality products and services that meet or exceed customer expectations, SRPM can help enhance customer satisfaction and create a competitive advantage in the market.</li> <li class="li"><span class="ph uicontrol">Improved supplier relationships</span>: By providing constructive feedback and recognition to suppliers, SRPM can help build trust and mutual respect, including encouraging suppliers to invest in long-term partnerships and continuous improvement.</li> </ul> <div class="p">To install Supplier Relationship and Performance Management, the following plugins have to be installed:<ul class="ul" id="supplier-performance-management-overview__ul_hwq_bzz_ddc"> <li class="li"><span class="ph uicontrol">Required plugin</span>: Supplier Relationship and Performance Management (com.snc.sn_slm_perf)</li> <li class="li"><span class="ph uicontrol">Dependent plugins</span>:<ul class="ul" id="supplier-performance-management-overview__ul_ax1_f31_2dc"> <li class="li">KPI Framework (com.snc.sn_kpi)</li> <li class="li">Supplier Common Architecture (com.snc.sn_slm)</li> <li class="li">Supplier Operations (com.snc.sn_so)</li> <li class="li">Gantt Component for ServiceNow (com.servicenow_now_gantt)</li> </ul></li> </ul> </div> <p class="p">For more information about configuring Supplier Relationship and Performance Management, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/configuring-supplier-performance-mgmt.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/configuring-supplier-performance-mgmt.html" class="xref" title="Define key performance indicators (KPIs) and segmentation criteria to measure supplier performance effectively.">Configure Supplier Relationship and Performance Management</a>.</p> <p class="p">For more information about using Supplier Relationship and Performance Management, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/using-supplier-relationship-and-performance-management.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/using-supplier-relationship-and-performance-management.html" class="xref" title="Use Supplier Relationship and Performance Management for monitoring and managing supplier performance.">Using Supplier Relationship and Performance Management</a>.</p> <p class="p">For more information about Supplier Relationship and Performance Management data model and primary tables, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/supplier-relationship-and-performance-management-reference.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supplier-relationship-and-performance-management-reference.html" class="xref" title="Reference topics provide additional information about Supplier Relationship and Performance Management, including its data model, lists, and forms.">Supplier Relationship and Performance Management reference</a>.</p> </div> </article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", 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"Zurich" }, "topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/supplier-performance-management-overview.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/supplier-performance-management-overview.html\"><body id=\"supplier-performance-management-overview\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"supplier-performance-management-overview\" aria-labelledby=\"title_supplier-performance-management-overview\">\n <h1 class=\"title topictitle1\" id=\"title_supplier-performance-management-overview\">Supplier Relationship and Performance Management</h1>\n \n \n <div class=\"body conbody\"><p class=\"shortdesc\">Managing supplier relationship and performance is a key aspect of supplier management that aims to optimize the value and quality of the products and services delivered by suppliers.</p>\n <div class=\"note important note_important\"><span class=\"note__title\">Important:</span> Check your entitlements to determine whether you have access to Supplier Relationship and Performance Management.</div>\n <p class=\"p\">The Supplier Relationship and Performance Management (com.snc.sn_slm_perf) application enables you to establish clear expectations and criteria for measuring supplier performance, monitor, and assess their performance against those\n criteria, provide feedback and recognition, and implement corrective actions and improvement plans when needed.</p>\n <p class=\"p\">The Supplier Relationship and Performance Management (SRPM) application offers the following key benefits:</p>\n <ul class=\"ul\" id=\"supplier-performance-management-overview__ul_gjw_145_jcc\">\n <li class=\"li\"><span class=\"ph uicontrol\">Reduced costs and risks</span>: By ensuring that suppliers meet the standards and specifications of the organization, SRPM can help reduce the costs of poor quality, defects, rework, delays, and non-compliance. SRPM\n can also help mitigate the risks of supply disruptions, fraud, corruption, and reputational damage.</li>\n <li class=\"li\"><span class=\"ph uicontrol\">Increased efficiency and innovation</span>: By fostering collaboration and communication with suppliers, SRPM can help improve the efficiency and effectiveness of the procurement process.</li>\n <li class=\"li\"><span class=\"ph uicontrol\">Enhanced customer satisfaction and loyalty</span>: By delivering high-quality products and services that meet or exceed customer expectations, SRPM can help enhance customer satisfaction and create a competitive\n advantage in the market.</li>\n <li class=\"li\"><span class=\"ph uicontrol\">Improved supplier relationships</span>: By providing constructive feedback and recognition to suppliers, SRPM can help build trust and mutual respect, including encouraging suppliers to invest in long-term\n partnerships and continuous improvement.</li>\n </ul>\n <div class=\"p\">To install Supplier Relationship and Performance Management, the following plugins have to be installed:<ul class=\"ul\" id=\"supplier-performance-management-overview__ul_hwq_bzz_ddc\">\n <li class=\"li\"><span class=\"ph uicontrol\">Required plugin</span>: Supplier Relationship and Performance Management (com.snc.sn_slm_perf)</li>\n <li class=\"li\"><span class=\"ph uicontrol\">Dependent plugins</span>:<ul class=\"ul\" id=\"supplier-performance-management-overview__ul_ax1_f31_2dc\">\n <li class=\"li\">KPI Framework (com.snc.sn_kpi)</li>\n <li class=\"li\">Supplier Common Architecture (com.snc.sn_slm)</li>\n <li class=\"li\">Supplier Operations (com.snc.sn_so)</li>\n <li class=\"li\">Gantt Component for ServiceNow (com.servicenow_now_gantt)</li>\n </ul></li>\n </ul>\n </div>\n <p class=\"p\">For more information about configuring Supplier Relationship and Performance Management, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/configuring-supplier-performance-mgmt.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/configuring-supplier-performance-mgmt.html\" class=\"xref\" title=\"Define key performance indicators (KPIs) and segmentation criteria to measure supplier performance effectively.\">Configure Supplier Relationship and Performance Management</a>.</p>\n <p class=\"p\">For more information about using Supplier Relationship and Performance Management, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/using-supplier-relationship-and-performance-management.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/using-supplier-relationship-and-performance-management.html\" class=\"xref\" title=\"Use Supplier Relationship and Performance Management for monitoring and managing supplier performance.\">Using Supplier Relationship and Performance Management</a>.</p>\n <p class=\"p\">For more information about Supplier Relationship and Performance Management data model and primary tables, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/supplier-relationship-and-performance-management-reference.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supplier-relationship-and-performance-management-reference.html\" class=\"xref\" title=\"Reference topics provide additional information about Supplier Relationship and Performance Management, including its data model, lists, and forms.\">Supplier Relationship and Performance Management reference</a>.</p>\n </div>\n</article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Supplier Relationship and Performance Management Managing supplier relationship and performance is a key aspect of supplier management that aims to optimize the value and quality of the products and services delivered by suppliers. Important: Check your entitlements to determine whether you have access to Supplier Relationship and Performance Management. The Supplier Relationship and Performance Management (com.snc.sn\_slm\_perf) application enables you to establish clear expectations and criteria for measuring supplier performance, monitor, and assess their performance against those criteria, provide feedback and recognition, and implement corrective actions and improvement plans when needed. The Supplier Relationship and Performance Management (SRPM) application offers the following key benefits: * Reduced costs and risks: By ensuring that suppliers meet the standards and specifications of the organization, SRPM can help reduce the costs of poor quality, defects, rework, delays, and non-compliance. SRPM can also help mitigate the risks of supply disruptions, fraud, corruption, and reputational damage. * Increased efficiency and innovation: By fostering collaboration and communication with suppliers, SRPM can help improve the efficiency and effectiveness of the procurement process. * Enhanced customer satisfaction and loyalty: By delivering high-quality products and services that meet or exceed customer expectations, SRPM can help enhance customer satisfaction and create a competitive advantage in the market. * Improved supplier relationships: By providing constructive feedback and recognition to suppliers, SRPM can help build trust and mutual respect, including encouraging suppliers to invest in long-term partnerships and continuous improvement. To install Supplier Relationship and Performance Management, the following plugins have to be installed: * Required plugin: Supplier Relationship and Performance Management (com.snc.sn\_slm\_perf) * Dependent plugins: + KPI Framework (com.snc.sn\_kpi) + Supplier Common Architecture (com.snc.sn\_slm) + Supplier Operations (com.snc.sn\_so) + Gantt Component for ServiceNow (com.servicenow\_now\_gantt) For more information about configuring Supplier Relationship and Performance Management, see Configure Supplier Relationship and Performance Management. For more information about using Supplier Relationship and Performance Management, see Using Supplier Relationship and Performance Management. For more information about Supplier Relationship and Performance Management data model and primary tables, see Supplier Relationship and Performance Management reference.	--- title: Supplier Relationship and Performance Management description: Managing supplier relationship and performance is a key aspect of supplier management that aims to optimize the value and quality of the products and services delivered by suppliers. keywords: - snow srpm - SRPM - Servicenow SPRM - Supplier Performance Management breadcrumbs: - Finance and Supply Chain - Supplier Lifecycle Operations - Exploring Supplier Lifecycle Operations --- # Supplier Relationship and Performance Management Managing supplier relationship and performance is a key aspect of supplier management that aims to optimize the value and quality of the products and services delivered by suppliers. Important: Check your entitlements to determine whether you have access to Supplier Relationship and Performance Management. The Supplier Relationship and Performance Management (com.snc.sn\_slm\_perf) application enables you to establish clear expectations and criteria for measuring supplier performance, monitor, and assess their performance against those criteria, provide feedback and recognition, and implement corrective actions and improvement plans when needed. The Supplier Relationship and Performance Management (SRPM) application offers the following key benefits: * Reduced costs and risks: By ensuring that suppliers meet the standards and specifications of the organization, SRPM can help reduce the costs of poor quality, defects, rework, delays, and non-compliance. SRPM can also help mitigate the risks of supply disruptions, fraud, corruption, and reputational damage. * Increased efficiency and innovation: By fostering collaboration and communication with suppliers, SRPM can help improve the efficiency and effectiveness of the procurement process. * Enhanced customer satisfaction and loyalty: By delivering high-quality products and services that meet or exceed customer expectations, SRPM can help enhance customer satisfaction and create a competitive advantage in the market. * Improved supplier relationships: By providing constructive feedback and recognition to suppliers, SRPM can help build trust and mutual respect, including encouraging suppliers to invest in long-term partnerships and continuous improvement. To install Supplier Relationship and Performance Management, the following plugins have to be installed: * Required plugin: Supplier Relationship and Performance Management (com.snc.sn\_slm\_perf) * Dependent plugins: + KPI Framework (com.snc.sn\_kpi) + Supplier Common Architecture (com.snc.sn\_slm) + Supplier Operations (com.snc.sn\_so) + Gantt Component for ServiceNow (com.servicenow\_now\_gantt) For more information about configuring Supplier Relationship and Performance Management, see Configure Supplier Relationship and Performance Management. For more information about using Supplier Relationship and Performance Management, see Using Supplier Relationship and Performance Management. For more information about Supplier Relationship and Performance Management data model and primary tables, see Supplier Relationship and Performance Management reference.
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supplier-pmnt-opt.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supplier-pmnt-opt.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/supplier-lifecycle-operations/concept/supplier-pmnt-opt.html	zurich	Supplier Payment Optimization	Supplier managers can view the potential returns or savings when suppliers accept commercial credit card payments. They can convert high-potential suppliers, and capture value through card-based payments.	[]	[ "Finance and Supply Chain", "Supplier Lifecycle Operations", "Exploring Supplier Lifecycle Operations" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/supplier-pmnt-opt.html" id="bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/supplier-pmnt-opt.html"><body id="supplier-pmnt-opt"><main role="main"><article role="article" class="dita" id="supplier-pmnt-opt" aria-labelledby="title_supplier-pmnt-opt"> <h1 class="title topictitle1" id="title_supplier-pmnt-opt">Supplier Payment Optimization</h1> <div class="body conbody"><p class="shortdesc">Supplier managers can view the potential returns or savings when suppliers accept commercial credit card payments. They can convert high-potential suppliers, and capture value through card-based payments.</p> <div class="note important note_important"><span class="note__title">Important:</span> Check your entitlements to determine whether you have access to Supplier Payment Optimization.</div> <p class="p">The Supplier Payment Optimization (com.snc.sn_slm_opt) application enables suppliers managers to estimate potential savings from credit card payments, which can result in significant cost savings for the company. It provides a Supplier Payment Optimization dashboard that provides an overview of the total potential savings for all suppliers.</p> <p class="p">Supplier Payment Optimization offers the following key benefits:</p> <ul class="ul" id="supplier-pmnt-opt__ul_gjw_145_jcc"> <li class="li"><span class="ph uicontrol">Estimate savings</span>: Estimate savings and returns associated with card acceptance by the suppliers.</li> <li class="li"><span class="ph uicontrol">Effective expense tracking</span>: Compare actual expenses with the data available on the dashboard on monthly, quarterly, yearly, and all-time spends.</li> <li class="li"><span class="ph uicontrol">Drive conversion of high-potential suppliers</span>: Identify, prioritize, and track suppliers with high acceptance potential.</li> <li class="li"><span class="ph uicontrol">Stronger supplier relationships</span>: With more suppliers accepting credit card payments, timely and reliable payments help build trust and may lead to better pricing or priority service.</li> </ul> <div class="p">Supplier Payment Optimization offers the following tools:<ul class="ul" id="supplier-pmnt-opt__ul_wzs_lnt_xfc"> <li class="li"><span class="ph uicontrol">Payment optimization dashboard</span>: The dashboard includes data on the all-time spends and total spends for the current month, current quarter, and current year. It also lists the top 10 supplier opportunities based on the saving estimates generated using the saving estimation tool. For more information, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/view-payment-opt-db.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/view-payment-opt-db.html" class="xref" title="The Payment optimization dashboard provides an overview of total spends and potential savings for all suppliers.">View the Payment Optimization dashboard</a>.</li> <li class="li"><span class="ph uicontrol">Saving estimator tool</span>: The saving estimation tool can be used to calculate potential savings from credit card payments. The tool uses default values and enables users to modify billing cycles and other parameters to create new estimates. For more information, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/estimate-savings.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/estimate-savings.html" class="xref" title="The saving estimator tool is used to calculate potential savings from credit card payments. The tool uses default values and allows users to modify billing cycles and other parameters to create new estimates.">Estimate savings</a>.</li> </ul></div> <div class="p">To install Supplier Payment Optimization, the following plugins have to be installed:<ul class="ul" id="supplier-pmnt-opt__ul_hwq_bzz_ddc"> <li class="li"><span class="ph uicontrol">Required plugin</span>: Supplier Payment Optimization (com.snc.sn_slm_opt)</li> <li class="li"><span class="ph uicontrol">Dependent plugins</span>:<ul class="ul" id="supplier-pmnt-opt__ul_ax1_f31_2dc"> <li class="li">Supplier Operations (com.snc.sn_so)</li> <li class="li">Source-to-Pay Workspace (com.sn_spend_workspace)</li> <li class="li">Source-to-Pay Common Architecture (com.snc.sn_shop)</li> </ul></li> </ul> </div> <p class="p">For more information about using Supplier Payment Optimization, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/using-supp-payment-opt.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/using-supp-payment-opt.html" class="xref" title="Use Supplier Payment Optimization for estimating potential savings from credit card payments and view the Payment Optimization dashboard.">Using Supplier Payment Optimization</a>.</p> <p class="p">For more information about Supplier Payment Optimization data model and primary tables, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/supp-payment-opt-ref.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supp-payment-opt-ref.html" class="xref" title="Reference topics provide additional information about Supplier Payment Optimization, including its data model and primary table.">Supplier Payment Optimization reference</a>.</p> </div> </article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Supplier Lifecycle Operations", "topic_id": "product/supplier-lifecycle-operations/concept/supp-mgmt-landing-page.html" }, { "title": "Exploring Supplier Lifecycle Operations", "topic_id": "product/supplier-lifecycle-operations/concept/explore-supp-mgmt.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations\">Zurich Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/finance-supply-chain-landing.html\">Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supp-mgmt-landing-page.html\">Supplier Lifecycle Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/explore-supp-mgmt.html\">Exploring Supplier Lifecycle Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">Supplier Payment Optimization</span>", "bundle_id": "zurich-source-to-pay-operations", "bundle_key": 2735, "bundle_landing_page": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html", "bundle_subtitle": null, "bundle_title": "Zurich Finance and Supply Chain", "canonical_link": null, "dates": { "Added on": "2025-08-05T13:11:54.216332Z", "Created on": "2025-07-08T00:00:00Z", "Initial upload": "2025-07-30T22:25:52.095402Z", "Updated on": "2025-07-31T00:00:00Z" }, "dislike_url": "https://servicenow-be-prod.servicenow.com/dislike/55688814", "dislikes": 0, "es_archived_content": false, "is_in_fav": false, "is_liked": null, "is_watched": false, "keywords": [ " zurich zurich" ], "labels": [ { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "zurich", "navtitle": "Zurich", "outputclasses": [], "subjectHeadId": "versions", "subjectheadNavtitle": "Versions", "visibility": "show-facet" }, { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "slcmgmt", "navtitle": "Supplier Lifecycle Operations", "outputclasses": [], "subjectHeadId": "products", "subjectheadNavtitle": "Products", "visibility": "show-facet" } ], "labels_text": "Versions > Zurich; Products > Finance and Supply Chain > Supplier Lifecycle Operations", "like_url": "https://servicenow-be-prod.servicenow.com/like/55688814", "likes": 0, "metadata": { "AI Search": null, "AI Search Assist": null, "Application Insights": null, "Capabilities": null, "Code Signing": null, "Contextual Search": null, "DC.contributor": null, "DC.coverage": null, "DC.creator": "ServiceNow", "DC.date.created": "2025-07-08T17:29:10+05:30", "DC.date.modified": "2025-07-31", "DC.format": "HTML5", "DC.identifier": "supplier-pmnt-opt", "DC.language": null, "DC.relation": null, "DC.rights.owner": "(C) Copyright 2025", "DC.subject": null, "DC.type": "concept", "Data Discovery": null, "Data Policy": null, "Data Privacy": null, "Discovery": null, "External Content for AI Search": null, "Field Administration": null, "Field Normalization": null, "Key Management Framework": null, "Localization Framework": null, "Now Platform": null, "PlatSec": null, "Platform": null, "Platform Administration": null, "Platform Performance": null, "Platform Privacy": null, "Proactive Triggers": null, "Process Optimization": null, "RN doc editing record number": null, "Search Administration": null, "Secrets Management": null, "ServiceNow AI Platform": null, "State Model": null, "Subscription Management": null, "Task Communications Management": null, "Timeline Visualizations": null, "User Administration": null, "User Experience Analytics": null, "Zing": null, "ai-now-assist": null, "app-name": null, "app_route": null, "azureapimanagemen": null, "change-completed": null, "change-item": null, "change-request-id": null, "change-request-reference": null, "com.glide.embedded_help.category": null, "component": null, "copyright": "(C) Copyright 2025", "crossroads": null, "data": null, "description": "Supplier managers can view the potential returns or savings when suppliers accept commercial credit card payments. They can convert high-potential suppliers, and capture value through card-based payments.", "dominant_bundle": null, "erp-canvas-video": null, "fsm-mobile": null, "fsm-route": null, "fsm-sched-opt": null, "fsm-wrk-order": null, "genai-round-7": null, "generator": "DITA-OT", "glossPartOfSpeech": null, "glossStatus": null, "guided setup": null, "guided tours": null, "keywords": null, "min-toc": null, "mini": null, "mini-to truec": null, "mini-toc": null, "mini_toc": null, "minitoc": null, "modification": null, "now-assist-app-gen-video": null, "order": null, "page-type": null, "page-type ": null, "prodname": null, "product": null, "product_name": null, "release": null, "resourceID": null, "roles": null, "route_page": null, "route_params_listId": null, "route_params_table": null, "route_params_type": null, "route_type": null, "setconfigurationproperties": null, "topic": null, "translation-type": "source", "version": null, "workflow": "Creator", "workplace-srvc-delvry-ditamap": null }, "page_id": "product/supplier-lifecycle-operations/concept/supplier-pmnt-opt.html", "page_key": 55688814, "preprocessed_PDF": "https://downloads.docs.servicenow.com/pdf/enus/servicenow-yokohama-source-to-pay-operations-enus.pdf", "rating": null, "read_time_data": { "char_count": 2536, "img_count": 0, "read_time": 2, "video_links": [ "" ], "word_count": 341 }, "related_links": [], "search_title": null, "title": "Supplier Payment Optimization", "topic_cluster": { "clustered_by": { "enabled": true, "primary_key": "versions", "primary_sort": "top-down", "type": "subjecthead" }, "clustered_labels": [ "versions" ], "clustered_topics": [], "clustering_title": "Zurich" }, "topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/supplier-pmnt-opt.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/supplier-pmnt-opt.html\"><body id=\"supplier-pmnt-opt\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"supplier-pmnt-opt\" aria-labelledby=\"title_supplier-pmnt-opt\">\n <h1 class=\"title topictitle1\" id=\"title_supplier-pmnt-opt\">Supplier Payment Optimization</h1>\n \n \n <div class=\"body conbody\"><p class=\"shortdesc\">Supplier managers can view the potential returns or savings when suppliers accept commercial credit card payments. They can convert high-potential suppliers, and capture value through card-based payments.</p>\n <div class=\"note important note_important\"><span class=\"note__title\">Important:</span> Check your entitlements to determine whether you have access to Supplier Payment Optimization.</div>\n <p class=\"p\">The Supplier Payment Optimization (com.snc.sn_slm_opt) application enables suppliers managers to estimate potential savings from credit card payments, which can result in significant cost savings for the company. It provides a\n Supplier Payment Optimization dashboard that provides an overview of the total potential savings for all suppliers.</p>\n <p class=\"p\">Supplier Payment Optimization offers the following key benefits:</p>\n <ul class=\"ul\" id=\"supplier-pmnt-opt__ul_gjw_145_jcc\">\n <li class=\"li\"><span class=\"ph uicontrol\">Estimate savings</span>: Estimate savings and returns associated with card acceptance by the suppliers.</li>\n <li class=\"li\"><span class=\"ph uicontrol\">Effective expense tracking</span>: Compare actual expenses with the data available on the dashboard on monthly, quarterly, yearly, and all-time spends.</li>\n <li class=\"li\"><span class=\"ph uicontrol\">Drive conversion of high-potential suppliers</span>: Identify, prioritize, and track suppliers with high acceptance potential.</li>\n <li class=\"li\"><span class=\"ph uicontrol\">Stronger supplier relationships</span>: With more suppliers accepting credit card payments, timely and reliable payments help build trust and may lead to better pricing or priority service.</li>\n </ul>\n <div class=\"p\">Supplier Payment Optimization offers the following tools:<ul class=\"ul\" id=\"supplier-pmnt-opt__ul_wzs_lnt_xfc\">\n <li class=\"li\"><span class=\"ph uicontrol\">Payment optimization dashboard</span>: The dashboard includes data on the all-time spends and total spends for the current month, current quarter, and current year. It also lists the top 10 supplier opportunities\n based on the saving estimates generated using the saving estimation tool. For more information, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/view-payment-opt-db.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/view-payment-opt-db.html\" class=\"xref\" title=\"The Payment optimization dashboard provides an overview of total spends and potential savings for all suppliers.\">View the Payment Optimization dashboard</a>.</li>\n <li class=\"li\"><span class=\"ph uicontrol\">Saving estimator tool</span>: The saving estimation tool can be used to calculate potential savings from credit card payments. The tool uses default values and enables users to modify billing cycles and other\n parameters to create new estimates. For more information, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/estimate-savings.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/estimate-savings.html\" class=\"xref\" title=\"The saving estimator tool is used to calculate potential savings from credit card payments. The tool uses default values and allows users to modify billing cycles and other parameters to create new estimates.\">Estimate savings</a>.</li>\n </ul></div>\n <div class=\"p\">To install Supplier Payment Optimization, the following plugins have to be installed:<ul class=\"ul\" id=\"supplier-pmnt-opt__ul_hwq_bzz_ddc\">\n <li class=\"li\"><span class=\"ph uicontrol\">Required plugin</span>: Supplier Payment Optimization (com.snc.sn_slm_opt)</li>\n <li class=\"li\"><span class=\"ph uicontrol\">Dependent plugins</span>:<ul class=\"ul\" id=\"supplier-pmnt-opt__ul_ax1_f31_2dc\">\n <li class=\"li\">Supplier Operations (com.snc.sn_so)</li>\n <li class=\"li\">Source-to-Pay Workspace (com.sn_spend_workspace)</li>\n <li class=\"li\">Source-to-Pay Common Architecture (com.snc.sn_shop)</li>\n </ul></li>\n </ul>\n </div>\n <p class=\"p\">For more information about using Supplier Payment Optimization, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/using-supp-payment-opt.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/using-supp-payment-opt.html\" class=\"xref\" title=\"Use Supplier Payment Optimization for estimating potential savings from credit card payments and view the Payment Optimization dashboard.\">Using Supplier Payment Optimization</a>.</p>\n <p class=\"p\">For more information about Supplier Payment Optimization data model and primary tables, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/supp-payment-opt-ref.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supp-payment-opt-ref.html\" class=\"xref\" title=\"Reference topics provide additional information about Supplier Payment Optimization, including its data model and primary table.\">Supplier Payment Optimization reference</a>.</p>\n </div>\n</article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Supplier Payment Optimization Supplier managers can view the potential returns or savings when suppliers accept commercial credit card payments. They can convert high-potential suppliers, and capture value through card-based payments. Important: Check your entitlements to determine whether you have access to Supplier Payment Optimization. The Supplier Payment Optimization (com.snc.sn\_slm\_opt) application enables suppliers managers to estimate potential savings from credit card payments, which can result in significant cost savings for the company. It provides a Supplier Payment Optimization dashboard that provides an overview of the total potential savings for all suppliers. Supplier Payment Optimization offers the following key benefits: * Estimate savings: Estimate savings and returns associated with card acceptance by the suppliers. * Effective expense tracking: Compare actual expenses with the data available on the dashboard on monthly, quarterly, yearly, and all-time spends. * Drive conversion of high-potential suppliers: Identify, prioritize, and track suppliers with high acceptance potential. * Stronger supplier relationships: With more suppliers accepting credit card payments, timely and reliable payments help build trust and may lead to better pricing or priority service. Supplier Payment Optimization offers the following tools: * Payment optimization dashboard: The dashboard includes data on the all-time spends and total spends for the current month, current quarter, and current year. It also lists the top 10 supplier opportunities based on the saving estimates generated using the saving estimation tool. For more information, see View the Payment Optimization dashboard. * Saving estimator tool: The saving estimation tool can be used to calculate potential savings from credit card payments. The tool uses default values and enables users to modify billing cycles and other parameters to create new estimates. For more information, see Estimate savings. To install Supplier Payment Optimization, the following plugins have to be installed: * Required plugin: Supplier Payment Optimization (com.snc.sn\_slm\_opt) * Dependent plugins: + Supplier Operations (com.snc.sn\_so) + Source-to-Pay Workspace (com.sn\_spend\_workspace) + Source-to-Pay Common Architecture (com.snc.sn\_shop) For more information about using Supplier Payment Optimization, see Using Supplier Payment Optimization. For more information about Supplier Payment Optimization data model and primary tables, see Supplier Payment Optimization reference.	--- title: Supplier Payment Optimization description: Supplier managers can view the potential returns or savings when suppliers accept commercial credit card payments. They can convert high-potential suppliers, and capture value through card-based payments. keywords: [] breadcrumbs: - Finance and Supply Chain - Supplier Lifecycle Operations - Exploring Supplier Lifecycle Operations --- # Supplier Payment Optimization Supplier managers can view the potential returns or savings when suppliers accept commercial credit card payments. They can convert high-potential suppliers, and capture value through card-based payments. Important: Check your entitlements to determine whether you have access to Supplier Payment Optimization. The Supplier Payment Optimization (com.snc.sn\_slm\_opt) application enables suppliers managers to estimate potential savings from credit card payments, which can result in significant cost savings for the company. It provides a Supplier Payment Optimization dashboard that provides an overview of the total potential savings for all suppliers. Supplier Payment Optimization offers the following key benefits: * Estimate savings: Estimate savings and returns associated with card acceptance by the suppliers. * Effective expense tracking: Compare actual expenses with the data available on the dashboard on monthly, quarterly, yearly, and all-time spends. * Drive conversion of high-potential suppliers: Identify, prioritize, and track suppliers with high acceptance potential. * Stronger supplier relationships: With more suppliers accepting credit card payments, timely and reliable payments help build trust and may lead to better pricing or priority service. Supplier Payment Optimization offers the following tools: * Payment optimization dashboard: The dashboard includes data on the all-time spends and total spends for the current month, current quarter, and current year. It also lists the top 10 supplier opportunities based on the saving estimates generated using the saving estimation tool. For more information, see View the Payment Optimization dashboard. * Saving estimator tool: The saving estimation tool can be used to calculate potential savings from credit card payments. The tool uses default values and enables users to modify billing cycles and other parameters to create new estimates. For more information, see Estimate savings. To install Supplier Payment Optimization, the following plugins have to be installed: * Required plugin: Supplier Payment Optimization (com.snc.sn\_slm\_opt) * Dependent plugins: + Supplier Operations (com.snc.sn\_so) + Source-to-Pay Workspace (com.sn\_spend\_workspace) + Source-to-Pay Common Architecture (com.snc.sn\_shop) For more information about using Supplier Payment Optimization, see Using Supplier Payment Optimization. For more information about Supplier Payment Optimization data model and primary tables, see Supplier Payment Optimization reference.
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supplier-relationship-and-performance-management-data-model.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supplier-relationship-and-performance-management-data-model.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/supplier-lifecycle-operations/concept/supplier-relationship-and-performance-management-data-model.html	zurich	Supplier Relationship and Performance Management data model	The following diagram shows the tables and their relationships that comprise the Supplier Relationship and Performance Management data model.	[]	[ "Finance and Supply Chain", "Supplier Lifecycle Operations", "Supplier Lifecycle Operations reference", "Supplier Relationship and Performance Management reference" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/supplier-relationship-and-performance-management-data-model.html" id="bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/supplier-relationship-and-performance-management-data-model.html"><body id="supplier-relationship-and-performance-management-data-model"><main role="main"><article role="article" class="dita" id="supplier-relationship-and-performance-management-data-model" aria-labelledby="title_supplier-relationship-and-performance-management-data-model"> <h1 class="title topictitle1" id="title_supplier-relationship-and-performance-management-data-model">Supplier Relationship and Performance Management data model</h1> <div class="body refbody"><p class="shortdesc">The following diagram shows the tables and their relationships that comprise the Supplier Relationship and Performance Management data model.</p> <section class="section" id="supplier-relationship-and-performance-management-data-model__id_zq3_w2h_yfc"> <div class="note important note_important"><span class="note__title">Important:</span> Check your entitlements to determine whether you have access to Supplier Relationship and Performance Management.</div> </section> <section class="section" id="supplier-relationship-and-performance-management-data-model__section_p42_3lk_bdc"> <div class="p"> <figure class="fig fignone" id="supplier-relationship-and-performance-management-data-model__fig_xkq_jlk_bdc"><figcaption><span class="fig--title-label">Figure 1. </span>Supplier Relationship and Performance Management data model</figcaption> <img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/../image/performance-data-model.png?_LANG=enus" class="image" alt="Supplier performance management data model"/> </figure> </div> </section> </div> <nav role="navigation"></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Supplier Lifecycle Operations", "topic_id": "product/supplier-lifecycle-operations/concept/supp-mgmt-landing-page.html" }, { "title": "Supplier Lifecycle Operations reference", "topic_id": "product/supplier-lifecycle-operations/reference/supp-mgmt-reference.html" }, { "title": "Supplier Relationship and Performance Management reference", "topic_id": "product/supplier-lifecycle-operations/concept/supplier-relationship-and-performance-management-reference.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations\">Zurich Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/finance-supply-chain-landing.html\">Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supp-mgmt-landing-page.html\">Supplier Lifecycle Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/supp-mgmt-reference.html\">Supplier Lifecycle Operations reference</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supplier-relationship-and-performance-management-reference.html\">Supplier Relationship and Performance Management reference</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">Supplier Relationship and Performance Management data model</span>", "bundle_id": "zurich-source-to-pay-operations", "bundle_key": 2735, "bundle_landing_page": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html", "bundle_subtitle": null, "bundle_title": "Zurich Finance and Supply Chain", "canonical_link": null, "dates": { "Added on": "2025-08-05T13:11:54.216332Z", "Created on": "2024-10-16T00:00:00Z", "Initial upload": "2025-07-30T22:25:52.095402Z", "Updated on": "2025-07-31T00:00:00Z" }, "dislike_url": "https://servicenow-be-prod.servicenow.com/dislike/55688815", "dislikes": 0, "es_archived_content": false, "is_in_fav": false, "is_liked": null, "is_watched": false, "keywords": [ " zurich zurich" ], "labels": [ { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "zurich", "navtitle": "Zurich", "outputclasses": [], "subjectHeadId": "versions", "subjectheadNavtitle": "Versions", "visibility": "show-facet" }, { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "slcmgmt", "navtitle": "Supplier Lifecycle Operations", "outputclasses": [], "subjectHeadId": "products", "subjectheadNavtitle": "Products", "visibility": "show-facet" } ], "labels_text": "Versions > Zurich; Products > Finance and Supply Chain > Supplier Lifecycle Operations", "like_url": 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"clustering_title": "Xanadu", "es_archived_content": false, "page_id": "product/supplier-lifecycle-operations/concept/supplier-relationship-and-performance-management-data-model.html" } ], "clustering_title": "Zurich" }, "topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/supplier-relationship-and-performance-management-data-model.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/supplier-relationship-and-performance-management-data-model.html\"><body id=\"supplier-relationship-and-performance-management-data-model\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"supplier-relationship-and-performance-management-data-model\" aria-labelledby=\"title_supplier-relationship-and-performance-management-data-model\">\n <h1 class=\"title topictitle1\" id=\"title_supplier-relationship-and-performance-management-data-model\">Supplier Relationship and Performance Management data model</h1>\n \n \n <div class=\"body refbody\"><p class=\"shortdesc\">The following diagram shows the tables and their relationships that comprise the Supplier Relationship and Performance Management data model.</p>\n <section class=\"section\" id=\"supplier-relationship-and-performance-management-data-model__id_zq3_w2h_yfc\">\n <div class=\"note important note_important\"><span class=\"note__title\">Important:</span> Check your entitlements to determine whether you have access to Supplier Relationship and Performance Management.</div>\n </section>\n <section class=\"section\" id=\"supplier-relationship-and-performance-management-data-model__section_p42_3lk_bdc\">\n <div class=\"p\">\n <figure class=\"fig fignone\" id=\"supplier-relationship-and-performance-management-data-model__fig_xkq_jlk_bdc\"><figcaption><span class=\"fig--title-label\">Figure 1. </span>Supplier Relationship and Performance Management data model</figcaption>\n \n <img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/../image/performance-data-model.png?_LANG=enus\" class=\"image\" alt=\"Supplier performance management data model\"/>\n </figure>\n </div>\n </section>\n </div>\n<nav role=\"navigation\"></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Supplier Relationship and Performance Management data model The following diagram shows the tables and their relationships that comprise the Supplier Relationship and Performance Management data model. Important: Check your entitlements to determine whether you have access to Supplier Relationship and Performance Management. Figure 1. Supplier Relationship and Performance Management data model	--- title: Supplier Relationship and Performance Management data model description: The following diagram shows the tables and their relationships that comprise the Supplier Relationship and Performance Management data model. keywords: [] breadcrumbs: - Finance and Supply Chain - Supplier Lifecycle Operations - Supplier Lifecycle Operations reference - Supplier Relationship and Performance Management reference --- # Supplier Relationship and Performance Management data model The following diagram shows the tables and their relationships that comprise the Supplier Relationship and Performance Management data model. Important: Check your entitlements to determine whether you have access to Supplier Relationship and Performance Management. Figure 1. Supplier Relationship and Performance Management data model
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supplier-relationship-and-performance-management-reference.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supplier-relationship-and-performance-management-reference.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/supplier-lifecycle-operations/concept/supplier-relationship-and-performance-management-reference.html	zurich	Supplier Relationship and Performance Management reference	Reference topics provide additional information about Supplier Relationship and Performance Management, including its data model, lists, and forms.	[]	[ "Finance and Supply Chain", "Supplier Lifecycle Operations", "Supplier Lifecycle Operations reference" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/supplier-relationship-and-performance-management-reference.html" id="bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/supplier-relationship-and-performance-management-reference.html"><body id="supplier-relationship-and-performance-management-reference"><main role="main"><article role="article" class="dita" id="supplier-relationship-and-performance-management-reference" aria-labelledby="title_supplier-relationship-and-performance-management-reference"> <h1 class="title topictitle1" id="title_supplier-relationship-and-performance-management-reference">Supplier Relationship and Performance Management reference</h1> <div class="body conbody"><p class="shortdesc">Reference topics provide additional information about Supplier Relationship and Performance Management, including its data model, lists, and forms.</p> <div class="note important note_important"><span class="note__title">Important:</span> Check your entitlements to determine whether you have access to Supplier Relationship and Performance Management.</div> </div> <nav role="navigation"><dt class="ullinks"></dt><dd class="ullinks"><ul class="ullinks"><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/supplier-relationship-and-performance-management-data-model.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supplier-relationship-and-performance-management-data-model.html">Supplier Relationship and Performance Management data model</a><p class="shortdesc">The following diagram shows the tables and their relationships that comprise the Supplier Relationship and Performance Management data model.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/primary-data-tables-srpm.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/primary-data-tables-srpm.html">Primary data tables for Supplier Relationship and Performance Management</a><p class="shortdesc">The primary data tables for Supplier Relationship and Performance Management store important information about KPI configurations, KPI data, and generated scores.</p></li></ul></dd></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"><div class="col-md-4"><dt>Related concepts</dt><dd><ul><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/supplier-domain-separation.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supplier-domain-separation.html" class="link" title="Domain separation is unsupported for Supplier Lifecycle Operations . Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.">Domain separation and Supplier Lifecycle Operations</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/supp-payment-opt-ref.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supp-payment-opt-ref.html" class="link" title="Reference topics provide additional information about Supplier Payment Optimization, including its data model and primary table.">Supplier Payment Optimization reference</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/slo-glossary.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/slo-glossary.html" class="link" title="Learn about the terms and concepts used in Supplier Lifecycle Operations (SLO).">Supplier Lifecycle Operations glossary</a></li></ul></dd></div><div class="col-md-4"><dt>Related reference</dt><dd><ul><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/reference/new-supplier-case.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/new-supplier-case.html" class="link" title="Use the Create New Supplier Case form to enter supplier case details and provide resolution information.">Create New Supplier Case form</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/reference/create-new-supplier-task-form.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/create-new-supplier-task-form.html" class="link" title="Use the Create new task form to add a new task to a supplier case.">Create new task form</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/reference/supplier-location-form.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/supplier-location-form.html" class="link" title="Use the Add New Location form to provide details about the location of a supplier.">Add New Location form</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/reference/update-supp-banking-form.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/update-supp-banking-form.html" class="link" title="Use the Update banking details form to update the banking details of the supplier.">Update banking details form</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/reference/update-supp-profile-form.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/update-supp-profile-form.html" class="link" title="Use the Update profile details form to update the details of the company profile.">Update profile details form</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/reference/onboard-supp-form.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/onboard-supp-form.html" class="link" title="Use the Onboard a Supplier form to provide details about the supplier that you want to onboard.">Onboard a Supplier form</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/reference/create-new-doc-form.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/create-new-doc-form.html" class="link" title="Use the Create New Documents form to provide details about the new document you want to create.">Create New Documents form</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/reference/slo-primary-data-tables.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/slo-primary-data-tables.html" class="link" title="The primary data tables for Supplier Lifecycle Operations store important information about suppliers, supplier contacts, supplier email domains, product codes, supplier locations, and supplier payment information.">Primary data tables for Supplier Lifecycle Operations</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/reference/slo-data-model.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/slo-data-model.html" class="link" title="The following diagram shows the tables and their relationships that comprise the Supplier Lifecycle Operations data model.">Supplier Lifecycle Operations data model</a></li></ul></dd></div></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Supplier Lifecycle Operations", "topic_id": "product/supplier-lifecycle-operations/concept/supp-mgmt-landing-page.html" }, { "title": "Supplier Lifecycle Operations 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provide details about the new document you want to create.", "title": "Create New Documents form", "topic": "/product/supplier-lifecycle-operations/reference/create-new-doc-form.html", "type": "reference", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "The primary data tables for Supplier Lifecycle Operations store important information about suppliers, supplier contacts, supplier email domains, product codes, supplier locations, and supplier payment information.", "title": "Primary data tables for Supplier Lifecycle Operations", "topic": "/product/supplier-lifecycle-operations/reference/slo-primary-data-tables.html", "type": "reference", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "Domain separation is unsupported for Supplier Lifecycle Operations . Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.", "title": "Domain separation and Supplier Lifecycle Operations", "topic": "/product/supplier-lifecycle-operations/concept/supplier-domain-separation.html", "type": "concept", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "The following diagram shows the tables and their relationships that comprise the Supplier Lifecycle Operations data model.", "title": "Supplier Lifecycle Operations data model", "topic": "/product/supplier-lifecycle-operations/reference/slo-data-model.html", "type": "reference", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "Reference topics provide additional information about Supplier Payment Optimization, including its data model and primary table.", "title": "Supplier Payment Optimization reference", "topic": 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"xanadu-source-to-pay-operations", "clustering_title": "Xanadu", "es_archived_content": false, "page_id": "product/supplier-lifecycle-operations/concept/supplier-relationship-and-performance-management-reference.html" } ], "clustering_title": "Zurich" }, "topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/supplier-relationship-and-performance-management-reference.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/supplier-relationship-and-performance-management-reference.html\"><body id=\"supplier-relationship-and-performance-management-reference\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"supplier-relationship-and-performance-management-reference\" aria-labelledby=\"title_supplier-relationship-and-performance-management-reference\">\n <h1 class=\"title topictitle1\" id=\"title_supplier-relationship-and-performance-management-reference\">Supplier Relationship and Performance Management reference</h1>\n \n \n <div class=\"body conbody\"><p class=\"shortdesc\">Reference topics provide additional information about Supplier Relationship and Performance Management, including its data model, lists, and forms.</p>\n <div class=\"note important note_important\"><span class=\"note__title\">Important:</span> Check your entitlements to determine whether you have access to Supplier Relationship and Performance Management.</div>\n </div>\n<nav role=\"navigation\"><dt class=\"ullinks\"></dt><dd class=\"ullinks\"><ul class=\"ullinks\"><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/supplier-relationship-and-performance-management-data-model.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supplier-relationship-and-performance-management-data-model.html\">Supplier Relationship and Performance Management data model</a><p class=\"shortdesc\">The following diagram shows the tables and their relationships that comprise the Supplier Relationship and Performance Management data model.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/primary-data-tables-srpm.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/primary-data-tables-srpm.html\">Primary data tables for Supplier Relationship and Performance Management</a><p class=\"shortdesc\">The primary data tables for Supplier Relationship and Performance Management store important information about KPI configurations, KPI data, and generated scores.</p></li></ul></dd></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"><div class=\"col-md-4\"><dt>Related concepts</dt><dd><ul><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/supplier-domain-separation.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supplier-domain-separation.html\" class=\"link\" title=\"Domain separation is unsupported for Supplier Lifecycle Operations . Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.\">Domain separation and Supplier Lifecycle Operations</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/supp-payment-opt-ref.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supp-payment-opt-ref.html\" class=\"link\" title=\"Reference topics provide additional information about Supplier Payment Optimization, including its data model and primary table.\">Supplier Payment Optimization reference</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/slo-glossary.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/slo-glossary.html\" class=\"link\" title=\"Learn about the terms and concepts used in Supplier Lifecycle Operations (SLO).\">Supplier Lifecycle Operations glossary</a></li></ul></dd></div><div class=\"col-md-4\"><dt>Related reference</dt><dd><ul><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/reference/new-supplier-case.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/new-supplier-case.html\" class=\"link\" title=\"Use the Create New Supplier Case form to enter supplier case details and provide resolution information.\">Create New Supplier Case form</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/reference/create-new-supplier-task-form.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/create-new-supplier-task-form.html\" class=\"link\" title=\"Use the Create new task form to add a new task to a supplier case.\">Create new task form</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/reference/supplier-location-form.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/supplier-location-form.html\" class=\"link\" title=\"Use the Add New Location form to provide details about the location of a supplier.\">Add New Location form</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/reference/update-supp-banking-form.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/update-supp-banking-form.html\" class=\"link\" title=\"Use the Update banking details form to update the banking details of the supplier.\">Update banking details form</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/reference/update-supp-profile-form.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/update-supp-profile-form.html\" class=\"link\" title=\"Use the Update profile details form to update the details of the company profile.\">Update profile details form</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/reference/onboard-supp-form.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/onboard-supp-form.html\" class=\"link\" title=\"Use the Onboard a Supplier form to provide details about the supplier that you want to onboard.\">Onboard a Supplier form</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/reference/create-new-doc-form.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/create-new-doc-form.html\" class=\"link\" title=\"Use the Create New Documents form to provide details about the new document you want to create.\">Create New Documents form</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/reference/slo-primary-data-tables.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/slo-primary-data-tables.html\" class=\"link\" title=\"The primary data tables for Supplier Lifecycle Operations store important information about suppliers, supplier contacts, supplier email domains, product codes, supplier locations, and supplier payment information.\">Primary data tables for Supplier Lifecycle Operations</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/reference/slo-data-model.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/slo-data-model.html\" class=\"link\" title=\"The following diagram shows the tables and their relationships that comprise the Supplier Lifecycle Operations data model.\">Supplier Lifecycle Operations data model</a></li></ul></dd></div></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Supplier Relationship and Performance Management reference Reference topics provide additional information about Supplier Relationship and Performance Management, including its data model, lists, and forms. Important: Check your entitlements to determine whether you have access to Supplier Relationship and Performance Management.	--- title: Supplier Relationship and Performance Management reference description: Reference topics provide additional information about Supplier Relationship and Performance Management, including its data model, lists, and forms. keywords: [] breadcrumbs: - Finance and Supply Chain - Supplier Lifecycle Operations - Supplier Lifecycle Operations reference --- # Supplier Relationship and Performance Management reference Reference topics provide additional information about Supplier Relationship and Performance Management, including its data model, lists, and forms. Important: Check your entitlements to determine whether you have access to Supplier Relationship and Performance Management.
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supplier-task-table-restructure.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supplier-task-table-restructure.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/supplier-lifecycle-operations/concept/supplier-task-table-restructure.html	zurich	Restructured Supplier Task table	The Supplier Task table architecture has been restructured in the Washington DC and Yokohama releases.	[]	[ "Finance and Supply Chain", "Supplier Lifecycle Operations", "Configuring Supplier Lifecycle Operations", "Install Supplier Case Management", "Post-upgrade tasks for Supplier Case Management" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/supplier-task-table-restructure.html" id="bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/supplier-task-table-restructure.html"><body id="supplier-task-table-restructure"><main role="main"><article role="article" class="dita" id="supplier-task-table-restructure" aria-labelledby="title_supplier-task-table-restructure"> <h1 class="title topictitle1" id="title_supplier-task-table-restructure">Restructured Supplier Task table</h1> <div class="body conbody"><p class="shortdesc">The Supplier Task table architecture has been restructured in the <span class="ph">Washington DC</span> and <span class="ph">Yokohama</span> releases.</p> <p class="p">In releases before the <span class="ph">Washington DC</span> release, the Supplier Task [sn_slm_task] table extended the Task [task] table.</p> <p class="p">Starting with the <span class="ph">Washington DC</span> release, the Supplier Task [sn_slm_task] table extends the Service Task [sn_spend_sdc_service_task] table.</p> <figure class="fig fignone" id="supplier-task-table-restructure__fig_utf_4r4_1bc"><figcaption><span class="fig--title-label">Figure 1. </span>Supplier Task table structure</figcaption> <img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/../image/supplier-task-structure.png?_LANG=enus" class="image" id="supplier-task-table-restructure__image_vtf_4r4_1bc" alt="Supplier Task table structure"/> </figure> <p class="p">After you upgrade to the <span class="ph">Yokohama</span> release, a new field <span class="ph uicontrol">KPI Instruction</span> is added in the Supplier Task table. To update the <span class="ph uicontrol">KPI Instruction</span> field, <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/run-fixscript-update-kpi-instruction.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/run-fixscript-update-kpi-instruction.html" class="xref" title="Run this fix script to update the new field KPI Instruction added in the Supplier Task (sn_slm_task) table in the Zurich release.">run the fix script SLO - Feb 25 data script</a>.</p> </div> <nav role="navigation"></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"><div class="col-md-4"><dt>Related tasks</dt><dd><ul><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/run-fixscript-update-kpi-instruction.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/run-fixscript-update-kpi-instruction.html" class="link" title="Run this fix script to update the new field KPI Instruction added in the Supplier Task (sn_slm_task) table in the Zurich release.">Run fix script to update the KPI Instruction field in the Supplier Task table</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/fix-script-deprecated-column.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/fix-script-deprecated-column.html" class="link" title="In the May Store 2024 release, the Action type column in the Supplier Task (sn_slm_task) table has been deprecated.">Run fix script to migrate existing data from the deprecated Action type column after upgrade</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/access-smw-after-upgrade.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/access-smw-after-upgrade.html" class="link" title="After upgrading to the Zurich release, you can see only the Source-to-Pay Workspace on the All navigation tab. You don't have to do anything if you choose to continue to use the Source-to-Pay Workspace.">Run fix script to use the Supplier Manager Workspace after upgrading to the Zurich release</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/enable-deprecated-case-types.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/enable-deprecated-case-types.html" class="link" title="After you upgrade to Zurich, you can enable deprecated case types if you have the admin role.">Enable deprecated case types after upgrade</a></li></ul></dd></div><div class="col-md-4"><dt>Related concepts</dt><dd><ul><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/process-skipped-records-upgrade.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/process-skipped-records-upgrade.html" class="link" title="After you upgrade to Zurich, the latest supplier catalog items may get skipped and therefore may not be available after the upgrade.">Processing the skipped supplier catalog item records after upgrade</a></li></ul></dd></div></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Supplier Lifecycle Operations", "topic_id": "product/supplier-lifecycle-operations/concept/supp-mgmt-landing-page.html" }, { "title": "Configuring Supplier Lifecycle Operations", "topic_id": "product/supplier-lifecycle-operations/concept/config-supp-mgmt.html" }, { "title": "Install Supplier Case Management", "topic_id": "product/supplier-lifecycle-operations/task/install-supp-mgmt.html" }, { "title": "Post-upgrade tasks for Supplier Case Management", "topic_id": "product/supplier-lifecycle-operations/concept/post-upgrade-tasks-slo.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations\">Zurich Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/finance-supply-chain-landing.html\">Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supp-mgmt-landing-page.html\">Supplier Lifecycle Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/config-supp-mgmt.html\">Configuring Supplier Lifecycle Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/install-supp-mgmt.html\">Install Supplier Case Management</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/post-upgrade-tasks-slo.html\">Post-upgrade tasks for Supplier Case Management</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">Restructured Supplier Task table</span>", "bundle_id": "zurich-source-to-pay-operations", "bundle_key": 2735, "bundle_landing_page": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html", "bundle_subtitle": null, "bundle_title": "Zurich Finance and Supply Chain", "canonical_link": null, "dates": { "Added on": "2025-08-05T13:11:54.216332Z", "Created on": "2024-04-09T00:00:00Z", "Initial upload": "2025-07-30T22:25:52.095402Z", "Updated on": "2025-07-31T00:00:00Z" }, "dislike_url": "https://servicenow-be-prod.servicenow.com/dislike/55688817", "dislikes": 0, "es_archived_content": false, "is_in_fav": false, "is_liked": null, "is_watched": false, "keywords": [ " zurich zurich" ], "labels": [ { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "zurich", "navtitle": "Zurich", "outputclasses": [], "subjectHeadId": "versions", "subjectheadNavtitle": "Versions", "visibility": "show-facet" }, { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "slcmgmt", "navtitle": "Supplier Lifecycle Operations", "outputclasses": [], "subjectHeadId": "products", "subjectheadNavtitle": "Products", "visibility": "show-facet" } ], "labels_text": "Versions > Zurich; 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To update the <span class=\"ph uicontrol\">KPI Instruction</span> field, <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/run-fixscript-update-kpi-instruction.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/run-fixscript-update-kpi-instruction.html\" class=\"xref\" title=\"Run this fix script to update the new field KPI Instruction added in the Supplier Task (sn_slm_task) table in the Zurich release.\">run the fix script SLO - Feb 25 data script</a>.</p>\n </div>\n<nav role=\"navigation\"></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"><div class=\"col-md-4\"><dt>Related tasks</dt><dd><ul><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/run-fixscript-update-kpi-instruction.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/run-fixscript-update-kpi-instruction.html\" class=\"link\" title=\"Run this fix script to update the new field KPI Instruction added in the Supplier Task (sn_slm_task) table in the Zurich release.\">Run fix script to update the KPI Instruction field in the Supplier Task table</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/fix-script-deprecated-column.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/fix-script-deprecated-column.html\" class=\"link\" title=\"In the May Store 2024 release, the Action type column in the Supplier Task (sn_slm_task) table has been deprecated.\">Run fix script to migrate existing data from the deprecated Action type column after upgrade</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/access-smw-after-upgrade.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/access-smw-after-upgrade.html\" class=\"link\" title=\"After upgrading to the Zurich release, you can see only the Source-to-Pay Workspace on the All navigation tab. You don't have to do anything if you choose to continue to use the Source-to-Pay Workspace.\">Run fix script to use the Supplier Manager Workspace after upgrading to the Zurich release</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/enable-deprecated-case-types.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/enable-deprecated-case-types.html\" class=\"link\" title=\"After you upgrade to Zurich, you can enable deprecated case types if you have the admin role.\">Enable deprecated case types after upgrade</a></li></ul></dd></div><div class=\"col-md-4\"><dt>Related concepts</dt><dd><ul><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/process-skipped-records-upgrade.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/process-skipped-records-upgrade.html\" class=\"link\" title=\"After you upgrade to Zurich, the latest supplier catalog items may get skipped and therefore may not be available after the upgrade.\">Processing the skipped supplier catalog item records after upgrade</a></li></ul></dd></div></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Restructured Supplier Task table The Supplier Task table architecture has been restructured in the Washington DC and Yokohama releases. In releases before the Washington DC release, the Supplier Task [sn\_slm\_task] table extended the Task [task] table. Starting with the Washington DC release, the Supplier Task [sn\_slm\_task] table extends the Service Task [sn\_spend\_sdc\_service\_task] table. Figure 1. Supplier Task table structure After you upgrade to the Yokohama release, a new field KPI Instruction is added in the Supplier Task table. To update the KPI Instruction field, run the fix script SLO - Feb 25 data script.	--- title: Restructured Supplier Task table description: The Supplier Task table architecture has been restructured in the Washington DC and Yokohama releases. keywords: [] breadcrumbs: - Finance and Supply Chain - Supplier Lifecycle Operations - Configuring Supplier Lifecycle Operations - Install Supplier Case Management - Post-upgrade tasks for Supplier Case Management --- # Restructured Supplier Task table The Supplier Task table architecture has been restructured in the Washington DC and Yokohama releases. In releases before the Washington DC release, the Supplier Task [sn\_slm\_task] table extended the Task [task] table. Starting with the Washington DC release, the Supplier Task [sn\_slm\_task] table extends the Service Task [sn\_spend\_sdc\_service\_task] table. Figure 1. Supplier Task table structure After you upgrade to the Yokohama release, a new field KPI Instruction is added in the Supplier Task table. To update the KPI Instruction field, run the fix script SLO - Feb 25 data script.
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/using-supp-payment-opt.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/using-supp-payment-opt.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/supplier-lifecycle-operations/concept/using-supp-payment-opt.html	zurich	Using Supplier Payment Optimization	Use Supplier Payment Optimization for estimating potential savings from credit card payments and view the Payment Optimization dashboard.	[]	[ "Finance and Supply Chain", "Supplier Lifecycle Operations", "Using Supplier Lifecycle Operations" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/using-supp-payment-opt.html" id="bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/using-supp-payment-opt.html"><body id="using-supp-payment-opt"><main role="main"><article role="article" class="dita" id="using-supp-payment-opt" aria-labelledby="title_using-supp-payment-opt"> <h1 class="title topictitle1" id="title_using-supp-payment-opt">Using Supplier Payment Optimization</h1> <div class="body conbody"><p class="shortdesc">Use Supplier Payment Optimization for estimating potential savings from credit card payments and view the Payment Optimization dashboard.</p> <div class="note important note_important"><span class="note__title">Important:</span> Check your entitlements to determine whether you have access to Supplier Payment Optimization.</div> </div> <nav role="navigation"><dt class="ullinks"></dt><dd class="ullinks"><ul class="ullinks"><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/view-payment-opt-db.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/view-payment-opt-db.html">View the Payment Optimization dashboard</a><p class="shortdesc">The Payment optimization dashboard provides an overview of total spends and potential savings for all suppliers.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/estimate-savings.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/estimate-savings.html">Estimate savings</a><p class="shortdesc">The saving estimator tool is used to calculate potential savings from credit card payments. The tool uses default values and allows users to modify billing cycles and other parameters to create new estimates.</p></li></ul></dd></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"><div class="col-md-4"><dt>Related concepts</dt><dd><ul><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/use-supp-mgr-wsp.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/use-supp-mgr-wsp.html" class="link" title="As a supplier manager, use the Source-to-Pay Workspace to import or create suppliers, add key contacts, add supplier locations, and manage the supplier cases assigned to you.">Using Source-to-Pay Workspace</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/use-supp-central.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/use-supp-central.html" class="link" title="As a supplier contact, you can self-register to the Supplier Collaboration Portal, complete your assigned tasks, and raise requests using the supplier catalog.">Using Supplier Collaboration Portal</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/using-supplier-relationship-and-performance-management.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/using-supplier-relationship-and-performance-management.html" class="link" title="Use Supplier Relationship and Performance Management for monitoring and managing supplier performance.">Using Supplier Relationship and Performance Management</a></li></ul></dd></div></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Supplier Lifecycle Operations", "topic_id": "product/supplier-lifecycle-operations/concept/supp-mgmt-landing-page.html" }, { "title": "Using Supplier Lifecycle Operations", "topic_id": "product/supplier-lifecycle-operations/concept/use-supp-mgmt.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations\">Zurich Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/finance-supply-chain-landing.html\">Finance and Supply 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"read_time_data": { "char_count": 622, "img_count": 0, "read_time": 1, "video_links": [ "" ], "word_count": 88 }, "related_links": [ { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "As a supplier manager, use the Source-to-Pay Workspace to import or create suppliers, add key contacts, add supplier locations, and manage the supplier cases assigned to you.", "title": "Using Source-to-Pay Workspace", "topic": "/product/supplier-lifecycle-operations/concept/use-supp-mgr-wsp.html", "type": "concept", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "As a supplier contact, you can self-register to the Supplier Collaboration Portal, complete your assigned tasks, and raise requests using the supplier catalog.", "title": "Using Supplier Collaboration Portal", "topic": "/product/supplier-lifecycle-operations/concept/use-supp-central.html", "type": "concept", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "Use Supplier Relationship and Performance Management for monitoring and managing supplier performance.", "title": "Using Supplier Relationship and Performance Management", "topic": "/product/supplier-lifecycle-operations/concept/using-supplier-relationship-and-performance-management.html", "type": "concept", "url": null } ], "search_title": null, "title": "Using Supplier Payment Optimization", "topic_cluster": { "clustered_by": { "enabled": true, "primary_key": "versions", "primary_sort": "top-down", "type": "subjecthead" }, "clustered_labels": [ "versions" ], "clustered_topics": [], "clustering_title": "Zurich" }, "topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/using-supp-payment-opt.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/using-supp-payment-opt.html\"><body id=\"using-supp-payment-opt\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"using-supp-payment-opt\" aria-labelledby=\"title_using-supp-payment-opt\">\n <h1 class=\"title topictitle1\" id=\"title_using-supp-payment-opt\">Using Supplier Payment Optimization</h1>\n \n \n <div class=\"body conbody\"><p class=\"shortdesc\">Use Supplier Payment Optimization for estimating potential savings from credit card payments and view the Payment Optimization dashboard.</p>\n <div class=\"note important note_important\"><span class=\"note__title\">Important:</span> Check your entitlements to determine whether you have access to Supplier Payment Optimization.</div>\n </div>\n<nav role=\"navigation\"><dt class=\"ullinks\"></dt><dd class=\"ullinks\"><ul class=\"ullinks\"><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/view-payment-opt-db.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/view-payment-opt-db.html\">View the Payment Optimization dashboard</a><p class=\"shortdesc\">The Payment optimization dashboard provides an overview of total spends and potential savings for all suppliers.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/estimate-savings.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/estimate-savings.html\">Estimate savings</a><p class=\"shortdesc\">The saving estimator tool is used to calculate potential savings from credit card payments. The tool uses default values and allows users to modify billing cycles and other parameters to create new estimates.</p></li></ul></dd></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"><div class=\"col-md-4\"><dt>Related concepts</dt><dd><ul><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/use-supp-mgr-wsp.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/use-supp-mgr-wsp.html\" class=\"link\" title=\"As a supplier manager, use the Source-to-Pay Workspace to import or create suppliers, add key contacts, add supplier locations, and manage the supplier cases assigned to you.\">Using Source-to-Pay Workspace</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/use-supp-central.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/use-supp-central.html\" class=\"link\" title=\"As a supplier contact, you can self-register to the Supplier Collaboration Portal, complete your assigned tasks, and raise requests using the supplier catalog.\">Using Supplier Collaboration Portal</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/using-supplier-relationship-and-performance-management.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/using-supplier-relationship-and-performance-management.html\" class=\"link\" title=\"Use Supplier Relationship and Performance Management for monitoring and managing supplier performance.\">Using Supplier Relationship and Performance Management</a></li></ul></dd></div></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Using Supplier Payment Optimization Use Supplier Payment Optimization for estimating potential savings from credit card payments and view the Payment Optimization dashboard. Important: Check your entitlements to determine whether you have access to Supplier Payment Optimization.	--- title: Using Supplier Payment Optimization description: Use Supplier Payment Optimization for estimating potential savings from credit card payments and view the Payment Optimization dashboard. keywords: [] breadcrumbs: - Finance and Supply Chain - Supplier Lifecycle Operations - Using Supplier Lifecycle Operations --- # Using Supplier Payment Optimization Use Supplier Payment Optimization for estimating potential savings from credit card payments and view the Payment Optimization dashboard. Important: Check your entitlements to determine whether you have access to Supplier Payment Optimization.
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/using-supplier-relationship-and-performance-management.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/using-supplier-relationship-and-performance-management.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/supplier-lifecycle-operations/concept/using-supplier-relationship-and-performance-management.html	zurich	Using Supplier Relationship and Performance Management	Use Supplier Relationship and Performance Management for monitoring and managing supplier performance.	[ "SRPM", "using srpm" ]	[ "Finance and Supply Chain", "Supplier Lifecycle Operations", "Using Supplier Lifecycle Operations" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/using-supplier-relationship-and-performance-management.html" id="bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/using-supplier-relationship-and-performance-management.html"><body id="using-supplier-relationship-and-performance-management"><main role="main"><article role="article" class="dita" id="using-supplier-relationship-and-performance-management" aria-labelledby="title_using-supplier-relationship-and-performance-management"> <h1 class="title topictitle1" id="title_using-supplier-relationship-and-performance-management">Using Supplier Relationship and Performance Management</h1> <div class="body conbody"><p class="shortdesc">Use Supplier Relationship and Performance Management for monitoring and managing supplier performance.</p> <div class="note important note_important"><span class="note__title">Important:</span> Check your entitlements to determine whether you have access to Supplier Relationship and Performance Management.</div> </div> <nav role="navigation"><dt class="ullinks"></dt><dd class="ullinks"><ul class="ullinks"><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/run-segmentation-rule.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/run-segmentation-rule.html">Run segmentation rule</a><p class="shortdesc">Run a segmentation rule to create and activate KPIs corresponding to the KPI templates and suppliers in that segment. This action also creates new collection tasks and assigns them to suppliers to collect their KPI data.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/complete-kpi-task-spw.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/complete-kpi-task-spw.html">Complete a KPI collection task from the Source-to-Pay Workspace</a><p class="shortdesc">A KPI collection task is generated automatically each time a KPI is instantiated. A supplier manager can complete the assigned KPI collection task from the <span class="ph">Source-to-Pay Workspace</span>.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/complete-kpi-task-scp.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/complete-kpi-task-scp.html">Complete a KPI collection task from the Supplier Collaboration Portal</a><p class="shortdesc">A KPI collection task is generated automatically each time a KPI is instantiated. A supplier contact can complete the assigned KPI collection task from the <span class="ph">Supplier Collaboration Portal</span>.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/view-kpi-data-slo.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/view-kpi-data-slo.html">View KPI data from the List page of the Source-to-Pay Workspace</a><p class="shortdesc">You can view the details of the existing KPIs from the List view page.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/kpi-mgmt-tab-supplier.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/kpi-mgmt-tab-supplier.html">Manage supplier KPIs from the supplier record page of the Source-to-Pay Workspace</a><p class="shortdesc">You can view the latest KPI data that is collected for a particular supplier from the supplier page of the <span class="ph">Source-to-Pay Workspace</span>.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/view-supplier-performance-dashboard.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/view-supplier-performance-dashboard.html">View supplier performance dashboard</a><p class="shortdesc">You can view the overall supplier score, risk score, individual KPI scores, and performance domain-specific scores in the supplier performance dashboard.</p></li></ul></dd></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"><div class="col-md-4"><dt>Related concepts</dt><dd><ul><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/use-supp-mgr-wsp.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/use-supp-mgr-wsp.html" class="link" title="As a supplier manager, use the Source-to-Pay Workspace to import or create suppliers, add key contacts, add supplier locations, and manage the supplier cases assigned to you.">Using Source-to-Pay Workspace</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/use-supp-central.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/use-supp-central.html" class="link" title="As a supplier contact, you can self-register to the Supplier Collaboration Portal, complete your assigned tasks, and raise requests using the supplier catalog.">Using Supplier Collaboration Portal</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/using-supp-payment-opt.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/using-supp-payment-opt.html" class="link" title="Use Supplier Payment Optimization for estimating potential savings from credit card payments and view the Payment Optimization dashboard.">Using Supplier Payment Optimization</a></li></ul></dd></div></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Supplier Lifecycle Operations", "topic_id": 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Workspace to import or create suppliers, add key contacts, add supplier locations, and manage the supplier cases assigned to you.", "title": "Using Source-to-Pay Workspace", "topic": "/product/supplier-lifecycle-operations/concept/use-supp-mgr-wsp.html", "type": "concept", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "As a supplier contact, you can self-register to the Supplier Collaboration Portal, complete your assigned tasks, and raise requests using the supplier catalog.", "title": "Using Supplier Collaboration Portal", "topic": "/product/supplier-lifecycle-operations/concept/use-supp-central.html", "type": "concept", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "Use Supplier Payment Optimization for estimating potential savings from credit card payments and view the Payment Optimization dashboard.", "title": "Using Supplier Payment Optimization", "topic": "/product/supplier-lifecycle-operations/concept/using-supp-payment-opt.html", "type": "concept", "url": null } ], "search_title": null, "title": "Using Supplier Relationship and Performance Management", "topic_cluster": { "clustered_by": { "enabled": true, "primary_key": "versions", "primary_sort": "top-down", "type": "subjecthead" }, "clustered_labels": [ "versions" ], "clustered_topics": [ { "bundle_id": "yokohama-source-to-pay-operations", "clustering_title": "Yokohama", "es_archived_content": false, "page_id": "product/supplier-lifecycle-operations/concept/using-supplier-relationship-and-performance-management.html" }, { "bundle_id": "xanadu-source-to-pay-operations", "clustering_title": "Xanadu", "es_archived_content": false, "page_id": "product/supplier-lifecycle-operations/concept/using-supplier-relationship-and-performance-management.html" } ], "clustering_title": "Zurich" }, "topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/using-supplier-relationship-and-performance-management.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/concept/using-supplier-relationship-and-performance-management.html\"><body id=\"using-supplier-relationship-and-performance-management\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"using-supplier-relationship-and-performance-management\" aria-labelledby=\"title_using-supplier-relationship-and-performance-management\">\n <h1 class=\"title topictitle1\" id=\"title_using-supplier-relationship-and-performance-management\">Using Supplier Relationship and Performance Management</h1>\n \n \n <div class=\"body conbody\"><p class=\"shortdesc\">Use Supplier Relationship and Performance Management for monitoring and managing supplier performance.</p>\n <div class=\"note important note_important\"><span class=\"note__title\">Important:</span> Check your entitlements to determine whether you have access to Supplier Relationship and Performance Management.</div>\n </div>\n<nav role=\"navigation\"><dt class=\"ullinks\"></dt><dd class=\"ullinks\"><ul class=\"ullinks\"><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/run-segmentation-rule.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/run-segmentation-rule.html\">Run segmentation rule</a><p class=\"shortdesc\">Run a segmentation rule to create and activate KPIs corresponding to the KPI templates and suppliers in that segment. This action also creates new collection tasks and assigns them to suppliers to collect their KPI data.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/complete-kpi-task-spw.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/complete-kpi-task-spw.html\">Complete a KPI collection task from the Source-to-Pay Workspace</a><p class=\"shortdesc\">A KPI collection task is generated automatically each time a KPI is instantiated. A supplier manager can complete the assigned KPI collection task from the <span class=\"ph\">Source-to-Pay Workspace</span>.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/complete-kpi-task-scp.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/complete-kpi-task-scp.html\">Complete a KPI collection task from the Supplier Collaboration Portal</a><p class=\"shortdesc\">A KPI collection task is generated automatically each time a KPI is instantiated. A supplier contact can complete the assigned KPI collection task from the <span class=\"ph\">Supplier Collaboration Portal</span>.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/view-kpi-data-slo.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/view-kpi-data-slo.html\">View KPI data from the List page of the Source-to-Pay Workspace</a><p class=\"shortdesc\">You can view the details of the existing KPIs from the List view page.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/kpi-mgmt-tab-supplier.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/kpi-mgmt-tab-supplier.html\">Manage supplier KPIs from the supplier record page of the Source-to-Pay Workspace</a><p class=\"shortdesc\">You can view the latest KPI data that is collected for a particular supplier from the supplier page of the <span class=\"ph\">Source-to-Pay Workspace</span>.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/view-supplier-performance-dashboard.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/view-supplier-performance-dashboard.html\">View supplier performance dashboard</a><p class=\"shortdesc\">You can view the overall supplier score, risk score, individual KPI scores, and performance domain-specific scores in the supplier performance dashboard.</p></li></ul></dd></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"><div class=\"col-md-4\"><dt>Related concepts</dt><dd><ul><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/use-supp-mgr-wsp.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/use-supp-mgr-wsp.html\" class=\"link\" title=\"As a supplier manager, use the Source-to-Pay Workspace to import or create suppliers, add key contacts, add supplier locations, and manage the supplier cases assigned to you.\">Using Source-to-Pay Workspace</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/use-supp-central.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/use-supp-central.html\" class=\"link\" title=\"As a supplier contact, you can self-register to the Supplier Collaboration Portal, complete your assigned tasks, and raise requests using the supplier catalog.\">Using Supplier Collaboration Portal</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/using-supp-payment-opt.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/using-supp-payment-opt.html\" class=\"link\" title=\"Use Supplier Payment Optimization for estimating potential savings from credit card payments and view the Payment Optimization dashboard.\">Using Supplier Payment Optimization</a></li></ul></dd></div></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Using Supplier Relationship and Performance Management Use Supplier Relationship and Performance Management for monitoring and managing supplier performance. Important: Check your entitlements to determine whether you have access to Supplier Relationship and Performance Management.	--- title: Using Supplier Relationship and Performance Management description: Use Supplier Relationship and Performance Management for monitoring and managing supplier performance. keywords: - SRPM - using srpm breadcrumbs: - Finance and Supply Chain - Supplier Lifecycle Operations - Using Supplier Lifecycle Operations --- # Using Supplier Relationship and Performance Management Use Supplier Relationship and Performance Management for monitoring and managing supplier performance. Important: Check your entitlements to determine whether you have access to Supplier Relationship and Performance Management.
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/config-prop-supp-mgmt.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/config-prop-supp-mgmt.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/supplier-lifecycle-operations/reference/config-prop-supp-mgmt.html	zurich	Configure properties for Supplier Case Management	Use these properties to configure settings for the Supplier Case Management application from the Properties page.	[]	[ "Finance and Supply Chain", "Supplier Lifecycle Operations", "Configuring Supplier Lifecycle Operations", "Install Supplier Case Management" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/reference/config-prop-supp-mgmt.html" id="bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/reference/config-prop-supp-mgmt.html"><body id="config-prop-supp-mgmt"><main role="main"><article role="article" class="dita" id="config-prop-supp-mgmt" aria-labelledby="title_config-prop-supp-mgmt"> <h1 class="title topictitle1" id="title_config-prop-supp-mgmt">Configure properties for <span class="ph">Supplier Case Management</span></h1> <div class="body refbody"><p class="shortdesc">Use these properties to configure settings for the <span class="ph">Supplier Case Management</span> application from the Properties page.</p> <section class="section" id="config-prop-supp-mgmt__section_mml_swh_dtb"> <div class="p">Navigate to <span class="ph menucascade"><span class="ph uicontrol">All</span><abbr> > </abbr><span class="ph uicontrol">Supplier Case Management</span><abbr> > </abbr><span class="ph uicontrol">Properties</span></span>.<div class="note note note_note"><span class="note__title">Note:</span> The Properties page displays the properties for Craft only if you have installed the <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/slo-glossary.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/slo-glossary.html#gloss-craft-slo" title="Provides integration with Craft.io, a supplier intelligence platform, to enhance supplier data management and decision-making within Supplier Lifecycle Operations."><dfn class="term">Craft.io integration for Supplier Lifecycle Operations</dfn></a> (com.snc.sn_supplier_craft) plugin. Click the question mark icon (<img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/../image/question-mark-icon.png?_LANG=enus" class="image icon" id="config-prop-supp-mgmt__image_uzz_s11_wtb" alt="Question mark icon."/>) beside each property field to see the property name corresponding to that field.</div></div> </section> <section class="section" id="config-prop-supp-mgmt__section_bft_swh_dtb"> <div class="p"><div class="table-wrap"><table count-columns="2" class="table frame-all" id="config-prop-supp-mgmt__table_xkn_zwh_dtb"><caption><span class="table--title-label">Table 1. </span><span class="title">Supplier Case Management properties</span></caption><colgroup><col/><col/></colgroup><thead class="thead"> <tr class="row"> <th class="entry colsep-1 rowsep-1" id="config-prop-supp-mgmt__table_xkn_zwh_dtb__entry__1">Property</th> <th class="entry colsep-1 rowsep-1" id="config-prop-supp-mgmt__table_xkn_zwh_dtb__entry__2">Action</th> </tr> </thead><tbody class="tbody"> <tr class="row"> <td class="entry sub-head colsep-1 rowsep-1" headers="config-prop-supp-mgmt__table_xkn_zwh_dtb__entry__1 config-prop-supp-mgmt__table_xkn_zwh_dtb__entry__2" colspan="2"><span class="ph">Supplier Case Management</span> properties</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="config-prop-supp-mgmt__table_xkn_zwh_dtb__entry__1">Sys Id of the External User Registration Configuration for Onboarding a contact for a supplier.<p class="p"><span class="keyword parmname">sn_supplier.external_registration_profile_id</span></p></td> <td class="entry colsep-1 rowsep-1" headers="config-prop-supp-mgmt__table_xkn_zwh_dtb__entry__2">Auto-populated with the sys ID of the user registration configuration you specified in the <span class="ph uicontrol">Value</span> field of the <span class="ph uicontrol">sn_supplier.external_registration_profile_id</span> system property.<div class="note note note_note"><span class="note__title">Note:</span> Sys ID (sys_id) is a 32-character GUID (Globally Unique ID) that uniquely identifies each record in an instance.</div> <p class="p">For more information, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/sys-prop-reg-email.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/sys-prop-reg-email.html" class="xref" title="Configure the sn_supplier.external_registration_profile_id system property to ensure that registration emails are sent to external users for accessing the Supplier Collaboration Portal.">Configure system property to send registration emails to external users</a>.</p></td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="config-prop-supp-mgmt__table_xkn_zwh_dtb__entry__1"><p class="p">Automatic creation of cases from email</p> <p class="p">[sn_supplier.slm_email]</p></td> <td class="entry colsep-1 rowsep-1" headers="config-prop-supp-mgmt__table_xkn_zwh_dtb__entry__2">Automatically creates a supplier case if the incoming email address matches with the email address specified in this property.<p class="p">For more information, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/config-email-properties.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/config-email-properties.html" class="xref" title="The supplier administrator can set this property to create a supplier case automatically from an incoming email.">Enable automatic creation of supplier cases from incoming emails</a>.</p></td> </tr> <tr class="row"> <td class="entry sub-head colsep-1 rowsep-1" headers="config-prop-supp-mgmt__table_xkn_zwh_dtb__entry__1 config-prop-supp-mgmt__table_xkn_zwh_dtb__entry__2" colspan="2">Craft Integration Properties</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="config-prop-supp-mgmt__table_xkn_zwh_dtb__entry__1">API key for craft.<p class="p"><span class="keyword parmname">sn_supplier_craft.craft_api_query</span></p></td> <td class="entry colsep-1 rowsep-1" headers="config-prop-supp-mgmt__table_xkn_zwh_dtb__entry__2">Enter the API key that you received with your enterprise account from <span class="ph">Craft</span>.</td> </tr> <tr class="row"> <td class="entry sub-head colsep-1 rowsep-1" headers="config-prop-supp-mgmt__table_xkn_zwh_dtb__entry__1 config-prop-supp-mgmt__table_xkn_zwh_dtb__entry__2" colspan="2">Supplier collaboration portal properties</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="config-prop-supp-mgmt__table_xkn_zwh_dtb__entry__1">Allow "Activity Configurations" and "Filters" to be picked from all application scopes.<p class="p"><span class="keyword parmname">sn_supplier_sp.allow_all_apps_configuration</span></p></td> <td class="entry colsep-1 rowsep-1" headers="config-prop-supp-mgmt__table_xkn_zwh_dtb__entry__2">Type: Yes \| No<p class="p">Select the check box to enable this property.</p><p class="p">For more information, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/set-sys-prop-activity-config.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/set-sys-prop-activity-config.html" class="xref" title="Set the sn_supplier_sp.allow_all_apps_configuration property to make activity configurations and filters accessible from all application scopes.">Set the property to configure activity configurations</a>.</p></td> </tr> </tbody></table></div></div> </section> </div> <nav role="navigation"><dt class="ullinks"></dt><dd class="ullinks"><ul class="ullinks"><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/config-email-properties.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/config-email-properties.html">Enable automatic creation of supplier cases from incoming emails</a><p class="shortdesc">The supplier administrator can set this property to create a supplier case automatically from an incoming email.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/email-format-for-contacts-linked-with-multiple-suppliers.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/email-format-for-contacts-linked-with-multiple-suppliers.html">Email format for contacts linked with multiple suppliers</a><p class="shortdesc">Contacts linked with multiple suppliers have to include the supplier's legal name while sending emails for automatic creation of cases.</p></li></ul></dd></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Supplier Lifecycle Operations", "topic_id": "product/supplier-lifecycle-operations/concept/supp-mgmt-landing-page.html" }, { "title": "Configuring Supplier Lifecycle Operations", "topic_id": "product/supplier-lifecycle-operations/concept/config-supp-mgmt.html" }, { "title": "Install Supplier Case Management", "topic_id": "product/supplier-lifecycle-operations/task/install-supp-mgmt.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations\">Zurich Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/finance-supply-chain-landing.html\">Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supp-mgmt-landing-page.html\">Supplier Lifecycle Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/config-supp-mgmt.html\">Configuring Supplier Lifecycle Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/install-supp-mgmt.html\">Install Supplier Case Management</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">Configure properties for Supplier Case Management</span>", "bundle_id": "zurich-source-to-pay-operations", "bundle_key": 2735, "bundle_landing_page": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html", "bundle_subtitle": null, "bundle_title": "Zurich Finance and Supply Chain", "canonical_link": null, "dates": { "Added on": "2025-08-05T13:11:54.216332Z", "Created on": "2023-08-03T00:00:00Z", "Initial upload": "2025-07-30T22:25:52.095402Z", "Updated on": "2025-07-31T00:00:00Z" }, "dislike_url": "https://servicenow-be-prod.servicenow.com/dislike/55688827", "dislikes": 0, "es_archived_content": false, "is_in_fav": false, "is_liked": null, "is_watched": false, "keywords": [ " zurich zurich" ], 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data-page=\"bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/reference/config-prop-supp-mgmt.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/reference/config-prop-supp-mgmt.html\"><body id=\"config-prop-supp-mgmt\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"config-prop-supp-mgmt\" aria-labelledby=\"title_config-prop-supp-mgmt\">\n <h1 class=\"title topictitle1\" id=\"title_config-prop-supp-mgmt\">Configure properties for <span class=\"ph\">Supplier Case Management</span></h1>\n \n \n <div class=\"body refbody\"><p class=\"shortdesc\">Use these properties to configure settings for the <span class=\"ph\">Supplier Case Management</span> application from the Properties page.</p>\n <section class=\"section\" id=\"config-prop-supp-mgmt__section_mml_swh_dtb\">\n <div class=\"p\">Navigate to <span class=\"ph menucascade\"><span class=\"ph uicontrol\">All</span><abbr> > </abbr><span class=\"ph uicontrol\">Supplier Case Management</span><abbr> > </abbr><span class=\"ph uicontrol\">Properties</span></span>.<div class=\"note note note_note\"><span class=\"note__title\">Note:</span> The Properties page displays the properties for Craft only if you have installed the <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/slo-glossary.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/slo-glossary.html#gloss-craft-slo\" title=\"Provides integration with Craft.io, a supplier intelligence platform, to enhance supplier data management and decision-making within Supplier Lifecycle Operations.\"><dfn class=\"term\">Craft.io integration for Supplier Lifecycle Operations</dfn></a> (com.snc.sn_supplier_craft) plugin. Click the question mark icon (<img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/../image/question-mark-icon.png?_LANG=enus\" class=\"image icon\" id=\"config-prop-supp-mgmt__image_uzz_s11_wtb\" alt=\"Question mark icon.\"/>) beside each property field to see the property name corresponding to that field.</div></div>\n </section>\n <section class=\"section\" id=\"config-prop-supp-mgmt__section_bft_swh_dtb\">\n <div class=\"p\"><div class=\"table-wrap\"><table count-columns=\"2\" class=\"table frame-all\" id=\"config-prop-supp-mgmt__table_xkn_zwh_dtb\"><caption><span class=\"table--title-label\">Table 1. </span><span class=\"title\">Supplier Case Management properties</span></caption><colgroup><col/><col/></colgroup><thead class=\"thead\">\n <tr class=\"row\">\n <th class=\"entry colsep-1 rowsep-1\" id=\"config-prop-supp-mgmt__table_xkn_zwh_dtb__entry__1\">Property</th>\n <th class=\"entry colsep-1 rowsep-1\" id=\"config-prop-supp-mgmt__table_xkn_zwh_dtb__entry__2\">Action</th>\n </tr>\n </thead><tbody class=\"tbody\">\n <tr class=\"row\">\n <td class=\"entry sub-head colsep-1 rowsep-1\" headers=\"config-prop-supp-mgmt__table_xkn_zwh_dtb__entry__1 config-prop-supp-mgmt__table_xkn_zwh_dtb__entry__2\" colspan=\"2\"><span class=\"ph\">Supplier Case Management</span> properties</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"config-prop-supp-mgmt__table_xkn_zwh_dtb__entry__1\">Sys Id of the External User Registration Configuration for Onboarding a\n contact for a\n supplier.<p class=\"p\"><span class=\"keyword parmname\">sn_supplier.external_registration_profile_id</span></p></td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"config-prop-supp-mgmt__table_xkn_zwh_dtb__entry__2\">Auto-populated with the sys ID of the user registration configuration you\n specified in the <span class=\"ph uicontrol\">Value</span> field of the\n <span class=\"ph uicontrol\">sn_supplier.external_registration_profile_id</span> system\n property.<div class=\"note note note_note\"><span class=\"note__title\">Note:</span> Sys ID (sys_id) is a 32-character GUID (Globally Unique ID) that\n uniquely identifies each record in an instance.</div>\n <p class=\"p\">For more information,\n see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/sys-prop-reg-email.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/sys-prop-reg-email.html\" class=\"xref\" title=\"Configure the sn_supplier.external_registration_profile_id system property to ensure that registration emails are sent to external users for accessing the Supplier Collaboration Portal.\">Configure system property to send registration emails to external users</a>.</p></td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"config-prop-supp-mgmt__table_xkn_zwh_dtb__entry__1\"><p class=\"p\">Automatic creation of cases from email</p>\n <p class=\"p\">[sn_supplier.slm_email]</p></td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"config-prop-supp-mgmt__table_xkn_zwh_dtb__entry__2\">Automatically creates a supplier case if the incoming email address matches with the email address specified in this property.<p class=\"p\">For more information, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/config-email-properties.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/config-email-properties.html\" class=\"xref\" title=\"The supplier administrator can set this property to create a supplier case automatically from an incoming email.\">Enable automatic creation of supplier cases from incoming emails</a>.</p></td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry sub-head colsep-1 rowsep-1\" headers=\"config-prop-supp-mgmt__table_xkn_zwh_dtb__entry__1 config-prop-supp-mgmt__table_xkn_zwh_dtb__entry__2\" colspan=\"2\">Craft Integration\n Properties</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"config-prop-supp-mgmt__table_xkn_zwh_dtb__entry__1\">API key for\n craft.<p class=\"p\"><span class=\"keyword parmname\">sn_supplier_craft.craft_api_query</span></p></td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"config-prop-supp-mgmt__table_xkn_zwh_dtb__entry__2\">Enter the API key that you received with your enterprise account from <span class=\"ph\">Craft</span>.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry sub-head colsep-1 rowsep-1\" headers=\"config-prop-supp-mgmt__table_xkn_zwh_dtb__entry__1 config-prop-supp-mgmt__table_xkn_zwh_dtb__entry__2\" colspan=\"2\">Supplier collaboration portal properties</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"config-prop-supp-mgmt__table_xkn_zwh_dtb__entry__1\">Allow "Activity Configurations" and "Filters" to be picked from all application scopes.<p class=\"p\"><span class=\"keyword parmname\">sn_supplier_sp.allow_all_apps_configuration</span></p></td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"config-prop-supp-mgmt__table_xkn_zwh_dtb__entry__2\">Type: Yes \| No<p class=\"p\">Select the check box to enable this property.</p><p class=\"p\">For more information, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/set-sys-prop-activity-config.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/set-sys-prop-activity-config.html\" class=\"xref\" title=\"Set the sn_supplier_sp.allow_all_apps_configuration property to make activity configurations and filters accessible from all application scopes.\">Set the property to configure activity configurations</a>.</p></td>\n </tr> \n \n </tbody></table></div></div>\n </section>\n </div>\n<nav role=\"navigation\"><dt class=\"ullinks\"></dt><dd class=\"ullinks\"><ul class=\"ullinks\"><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/config-email-properties.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/config-email-properties.html\">Enable automatic creation of supplier cases from incoming emails</a><p class=\"shortdesc\">The supplier administrator can set this property to create a supplier case automatically from an incoming email.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/email-format-for-contacts-linked-with-multiple-suppliers.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/email-format-for-contacts-linked-with-multiple-suppliers.html\">Email format for contacts linked with multiple suppliers</a><p class=\"shortdesc\">Contacts linked with multiple suppliers have to include the supplier's legal name while sending emails for automatic creation of cases.</p></li></ul></dd></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Configure properties for Supplier Case Management Use these properties to configure settings for the Supplier Case Management application from the Properties page. Navigate to All > Supplier Case Management > Properties.Note: The Properties page displays the properties for Craft only if you have installed the Craft.io integration for Supplier Lifecycle Operations (com.snc.sn\_supplier\_craft) plugin. Click the question mark icon () beside each property field to see the property name corresponding to that field. Table 1. Supplier Case Management properties \| Property \| Action \| \| --- \| --- \| \| Supplier Case Management properties \| \| \| Sys Id of the External User Registration Configuration for Onboarding a contact for a supplier. sn\_supplier.external\_registration\_profile\_id \| Auto-populated with the sys ID of the user registration configuration you specified in the Value field of the sn\_supplier.external\_registration\_profile\_id system property.Note: Sys ID (sys\_id) is a 32-character GUID (Globally Unique ID) that uniquely identifies each record in an instance. For more information, see Configure system property to send registration emails to external users. \| \| Automatic creation of cases from email [sn\_supplier.slm\_email] \| Automatically creates a supplier case if the incoming email address matches with the email address specified in this property. For more information, see Enable automatic creation of supplier cases from incoming emails. \| \| Craft Integration Properties \| \| \| API key for craft. sn\_supplier\_craft.craft\_api\_query \| Enter the API key that you received with your enterprise account from Craft. \| \| Supplier collaboration portal properties \| \| \| Allow "Activity Configurations" and "Filters" to be picked from all application scopes. sn\_supplier\_sp.allow\_all\_apps\_configuration \| Type: Yes \| No Select the check box to enable this property. For more information, see Set the property to configure activity configurations. \|	--- title: Configure properties for Supplier Case Management description: Use these properties to configure settings for the Supplier Case Management application from the Properties page. keywords: [] breadcrumbs: - Finance and Supply Chain - Supplier Lifecycle Operations - Configuring Supplier Lifecycle Operations - Install Supplier Case Management --- # Configure properties for Supplier Case Management Use these properties to configure settings for the Supplier Case Management application from the Properties page. Navigate to All > Supplier Case Management > Properties.Note: The Properties page displays the properties for Craft only if you have installed the Craft.io integration for Supplier Lifecycle Operations (com.snc.sn\_supplier\_craft) plugin. Click the question mark icon () beside each property field to see the property name corresponding to that field. Table 1. Supplier Case Management properties \| Property \| Action \| \| --- \| --- \| \| Supplier Case Management properties \| \| \| Sys Id of the External User Registration Configuration for Onboarding a contact for a supplier. sn\_supplier.external\_registration\_profile\_id \| Auto-populated with the sys ID of the user registration configuration you specified in the Value field of the sn\_supplier.external\_registration\_profile\_id system property.Note: Sys ID (sys\_id) is a 32-character GUID (Globally Unique ID) that uniquely identifies each record in an instance. For more information, see Configure system property to send registration emails to external users. \| \| Automatic creation of cases from email [sn\_supplier.slm\_email] \| Automatically creates a supplier case if the incoming email address matches with the email address specified in this property. For more information, see Enable automatic creation of supplier cases from incoming emails. \| \| Craft Integration Properties \| \| \| API key for craft. sn\_supplier\_craft.craft\_api\_query \| Enter the API key that you received with your enterprise account from Craft. \| \| Supplier collaboration portal properties \| \| \| Allow "Activity Configurations" and "Filters" to be picked from all application scopes. sn\_supplier\_sp.allow\_all\_apps\_configuration \| Type: Yes \| No Select the check box to enable this property. For more information, see Set the property to configure activity configurations. \|
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/slm-plugin-list.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/slm-plugin-list.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/supplier-lifecycle-operations/reference/slm-plugin-list.html	zurich	Application plugin installation sequence in Supplier Case Management	The following table provides the list of plugins for Supplier Case Management, a high-level description of each plugin, and the dependencies that are required before installing each plugin.	[]	[ "Finance and Supply Chain", "Supplier Lifecycle Operations", "Configuring Supplier Lifecycle Operations", "Install Supplier Case Management" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/reference/slm-plugin-list.html" id="bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/reference/slm-plugin-list.html"><body id="slm-plugin-list"><main role="main"><article role="article" class="dita" id="slm-plugin-list" aria-labelledby="title_slm-plugin-list"> <h1 class="title topictitle1" id="title_slm-plugin-list">Application plugin installation sequence in <span class="ph">Supplier Case Management</span></h1> <div class="body refbody"><p class="shortdesc">The following table provides the list of plugins for <span class="ph">Supplier Case Management</span>, a high-level description of each plugin, and the dependencies that are required before installing each plugin.</p> <div class="table-wrap"><table count-columns="3" class="table frame-all" id="slm-plugin-list__table_b5p_bs1_rwb"><caption><span class="table--title-label">Table 1. </span><span class="title"><span class="ph">Supplier Case Management</span> application plugin list</span></caption><colgroup><col style="width:33.33333333333333%"/><col style="width:33.33333333333333%"/><col style="width:33.33333333333333%"/></colgroup><thead class="thead"> <tr class="row"> <th class="entry colsep-1 rowsep-1" id="slm-plugin-list__table_b5p_bs1_rwb__entry__1">Plugin</th> <th class="entry colsep-1 rowsep-1" id="slm-plugin-list__table_b5p_bs1_rwb__entry__2">Description</th> <th class="entry colsep-1 rowsep-1" id="slm-plugin-list__table_b5p_bs1_rwb__entry__3">Dependencies</th> </tr> </thead><tbody class="tbody"> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="slm-plugin-list__table_b5p_bs1_rwb__entry__1"><span class="ph">Supplier Common Architecture</span><p class="p">[com.snc.sn_slm]</p></td> <td class="entry colsep-1 rowsep-1" headers="slm-plugin-list__table_b5p_bs1_rwb__entry__2">Provides a common architecture to track data objects related to a supplier used in both Supplier Case Management and <span class="ph">Supplier Collaboration Portal</span>.</td> <td class="entry colsep-1 rowsep-1" headers="slm-plugin-list__table_b5p_bs1_rwb__entry__3"><ul class="ul" id="slm-plugin-list__ul_hbs_xs1_rwb"> <li class="li"><span class="ph">Finance Common Architecture</span> (com.sn_fin)</li> <li class="li">Service Delivery Common (com.sn_spend_sdc)</li> <li class="li">External User Registration (com.snc.external_user_self_registration)</li> <li class="li">Common Vendor Core (com.snc.sn_vendor_core) and (com.snc.vendor_core)</li> </ul></td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="slm-plugin-list__table_b5p_bs1_rwb__entry__1"><span class="ph">Supplier Case Management</span><p class="p">[com.snc.sn_supplier_mgmt]</p></td> <td class="entry colsep-1 rowsep-1" headers="slm-plugin-list__table_b5p_bs1_rwb__entry__2">Onboard suppliers, manage supplier relationships, monitor risk, compliance, and performance across the supplier life cycle.</td> <td class="entry colsep-1 rowsep-1" headers="slm-plugin-list__table_b5p_bs1_rwb__entry__3"><ul class="ul" id="slm-plugin-list__ul_zs5_gs1_rwb"> <li class="li"><span class="ph">Supplier Common Architecture</span> (com.snc.sn_slm)</li> <li class="li">Source-to-Pay Workspace (com.sn_spend_workspace)</li> </ul></td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="slm-plugin-list__table_b5p_bs1_rwb__entry__1"><span class="ph">Supplier Collaboration Portal</span><p class="p">[com.snc.sn_supplier_sp]</p></td> <td class="entry colsep-1 rowsep-1" headers="slm-plugin-list__table_b5p_bs1_rwb__entry__2">Provides a single, one-stop experience for suppliers to get self-service, complete tasks and make requests into an organization.</td> <td class="entry colsep-1 rowsep-1" headers="slm-plugin-list__table_b5p_bs1_rwb__entry__3"><ul class="ul" id="slm-plugin-list__ul_zsw_xt1_rwb"> <li class="li"><span class="ph">Supplier Common Architecture</span> (com.snc.sn_slm)</li> <li class="li"><span class="ph">Service Portal</span> (com.glide.service-portal)</li> <li class="li">E-signature (com.snc.esign)</li> <li class="li"><span class="ph">Employee Center</span> (com.snc.employee_center)</li> </ul></td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="slm-plugin-list__table_b5p_bs1_rwb__entry__1">Supplier Operations<p class="p">[com.snc.sn_so]</p></td> <td class="entry colsep-1 rowsep-1" headers="slm-plugin-list__table_b5p_bs1_rwb__entry__2">Provides advanced case management capabilities to handle key supplier lifecycle events such as onboarding, offboarding, and ongoing operations.</td> <td class="entry colsep-1 rowsep-1" headers="slm-plugin-list__table_b5p_bs1_rwb__entry__3"> <p class="p">Document Management (com.snc.platform_document_management)</p> </td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="slm-plugin-list__table_b5p_bs1_rwb__entry__1"><span class="ph">Craft.co Integration for Supplier Lifecycle Operations</span><p class="p">[com.snc.sn_supplier_craft]</p></td> <td class="entry colsep-1 rowsep-1" headers="slm-plugin-list__table_b5p_bs1_rwb__entry__2">Provides pre-configured integration with Craft.co. Craft.co is a supplier intelligence platform that offers validated and comprehensive information about suppliers with which a company engages.</td> <td class="entry colsep-1 rowsep-1" headers="slm-plugin-list__table_b5p_bs1_rwb__entry__3">Supplier Operations(com.snc.sn_so)</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="slm-plugin-list__table_b5p_bs1_rwb__entry__1"><span class="ph">News Integration for Supplier Lifecycle Operations</span><p class="p">[com.snc.sn_supplier_news]</p></td> <td class="entry colsep-1 rowsep-1" headers="slm-plugin-list__table_b5p_bs1_rwb__entry__2">Retrieve recent news and other articles from preferred news channels. There is a pre-configured integration with <span class="ph">Microsoft</span> Bing available with this application.</td> <td class="entry colsep-1 rowsep-1" headers="slm-plugin-list__table_b5p_bs1_rwb__entry__3">Supplier Operations(com.snc.sn_so)</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="slm-plugin-list__table_b5p_bs1_rwb__entry__1">SLO Connector for Relish Data Assure<p class="p">[x_reliq_slo_connec]</p></td> <td class="entry colsep-1 rowsep-1" headers="slm-plugin-list__table_b5p_bs1_rwb__entry__2">Provides pre-configured integration with Relish. Relish is a supplier intelligence platform that helps in validating supplier data with confidence.</td> <td class="entry colsep-1 rowsep-1" headers="slm-plugin-list__table_b5p_bs1_rwb__entry__3"> <ul class="ul" id="slm-plugin-list__ul_onk_dlt_zfc"> <li class="li">Source-to-pay integration framework (sn_spend_intg)</li> <li class="li">Relish Data Assure (x_reliq_relish_dat)</li> </ul> </td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="slm-plugin-list__table_b5p_bs1_rwb__entry__1"><span class="ph">Advanced Work Assignment for Supplier Lifecycle Operations</span><p class="p">[com.snc.sn_slm_awa]</p></td> <td class="entry colsep-1 rowsep-1" headers="slm-plugin-list__table_b5p_bs1_rwb__entry__2">Automatically assign supplier cases to agents based on availability and capacity.</td> <td class="entry colsep-1 rowsep-1" headers="slm-plugin-list__table_b5p_bs1_rwb__entry__3"><ul class="ul" id="slm-plugin-list__ul_sdg_4xl_swb"> <li class="li">Advanced Work Assignment (com.glide.awa)</li> <li class="li">Agent Chat (com.glide.interaction.awa)</li> <li class="li">Glide Virtual Agent (com.glide.cs.chatbot)</li> <li class="li"><span class="ph">Supplier Case Management</span> (com.snc.sn_supplier_mgmt)</li> </ul></td> </tr> </tbody></table></div> <section class="section" id="slm-plugin-list__section_ttl_pzj_swb"><h2 id="d86426e273" class="title sectiontitle"><span class="ph">Supplier Case Management</span> plugin installation sequence</h2> <div class="p">To avoid incomplete demo data and other installation issues, you should install the plugins in the following sequence:<ol class="ol" id="slm-plugin-list__ol_ybr_jrl_swb"> <li class="li"><span class="ph">Supplier Common Architecture</span> (com.snc.sn_slm)</li> <li class="li"><span class="ph">News Integration for Supplier Lifecycle Operations</span> (com.snc.sn_supplier_news)</li> <li class="li">Supplier Case Management (com.snc.sn_supplier_mgmt)</li> <li class="li">(Optional) <span class="ph">Craft.co Integration for Supplier Lifecycle Operations</span> (com.snc.sn_supplier_craft)</li> <li class="li">(Optional) SLO Connector for Relish Data Assure (x_reliq_slo_connec)</li> <li class="li">(Optional) <span class="ph">Advanced Work Assignment for Supplier Lifecycle Operations</span> (com.snc.sn_slm_awa)</li> </ol></div> </section> </div> <nav role="navigation"></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Supplier Lifecycle Operations", "topic_id": "product/supplier-lifecycle-operations/concept/supp-mgmt-landing-page.html" }, { "title": "Configuring Supplier Lifecycle Operations", "topic_id": "product/supplier-lifecycle-operations/concept/config-supp-mgmt.html" }, { "title": "Install Supplier Case Management", "topic_id": "product/supplier-lifecycle-operations/task/install-supp-mgmt.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations\">Zurich Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/finance-supply-chain-landing.html\">Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supp-mgmt-landing-page.html\">Supplier Lifecycle Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/config-supp-mgmt.html\">Configuring Supplier Lifecycle Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/install-supp-mgmt.html\">Install Supplier Case Management</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">Application plugin installation sequence in Supplier Case Management</span>", "bundle_id": "zurich-source-to-pay-operations", "bundle_key": 2735, "bundle_landing_page": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html", "bundle_subtitle": null, "bundle_title": "Zurich Finance and Supply Chain", "canonical_link": null, "dates": { "Added on": "2025-08-05T13:11:54.216332Z", "Created on": "2023-08-03T00:00:00Z", "Initial upload": "2025-07-30T22:25:52.095402Z", "Updated on": "2025-07-31T00:00:00Z" }, "dislike_url": "https://servicenow-be-prod.servicenow.com/dislike/55688835", "dislikes": 0, "es_archived_content": false, "is_in_fav": false, "is_liked": null, "is_watched": false, "keywords": [ " zurich zurich" ], "labels": [ { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "zurich", "navtitle": "Zurich", "outputclasses": [], "subjectHeadId": "versions", "subjectheadNavtitle": "Versions", "visibility": "show-facet" }, { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "slcmgmt", "navtitle": "Supplier Lifecycle Operations", "outputclasses": [], "subjectHeadId": "products", "subjectheadNavtitle": "Products", "visibility": "show-facet" } ], "labels_text": "Versions > Zurich; Products > Finance and Supply Chain > Supplier Lifecycle Operations", "like_url": "https://servicenow-be-prod.servicenow.com/like/55688835", "likes": 0, "metadata": { "AI Search": null, "AI Search Assist": null, 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Administration": null, "Secrets Management": null, "ServiceNow AI Platform": null, "State Model": null, "Subscription Management": null, "Task Communications Management": null, "Timeline Visualizations": null, "User Administration": null, "User Experience Analytics": null, "Zing": null, "ai-now-assist": null, "app-name": null, "app_route": null, "azureapimanagemen": null, "change-completed": null, "change-item": null, "change-request-id": null, "change-request-reference": null, "com.glide.embedded_help.category": null, "component": null, "copyright": "(C) Copyright 2025", "crossroads": null, "data": null, "description": "The following table provides the list of plugins for Supplier Case Management, a high-level description of each plugin, and the dependencies that are required before installing each plugin.", "dominant_bundle": null, "erp-canvas-video": null, "fsm-mobile": null, "fsm-route": null, "fsm-sched-opt": null, "fsm-wrk-order": null, "genai-round-7": null, "generator": "DITA-OT", "glossPartOfSpeech": null, "glossStatus": null, "guided setup": null, "guided tours": null, "keywords": null, "min-toc": null, "mini": null, "mini-to truec": null, "mini-toc": "yes", "mini_toc": null, "minitoc": null, "modification": null, "now-assist-app-gen-video": null, "order": null, "page-type": null, "page-type ": null, "prodname": null, "product": null, "product_name": null, "release": null, "resourceID": null, "roles": null, "route_page": null, "route_params_listId": null, "route_params_table": null, "route_params_type": null, "route_type": null, "setconfigurationproperties": null, "topic": null, "translation-type": "source", "version": null, "workflow": "Creator", "workplace-srvc-delvry-ditamap": null }, "page_id": "product/supplier-lifecycle-operations/reference/slm-plugin-list.html", "page_key": 55688835, "preprocessed_PDF": "https://downloads.docs.servicenow.com/pdf/enus/servicenow-yokohama-source-to-pay-operations-enus.pdf", "rating": null, "read_time_data": { "char_count": 3545, "img_count": 0, "read_time": 2, "video_links": [ "" ], "word_count": 360 }, "related_links": [], "search_title": null, "title": "Application plugin installation sequence in Supplier Case Management", "topic_cluster": { "clustered_by": { "enabled": true, "primary_key": "versions", "primary_sort": "top-down", "type": "subjecthead" }, "clustered_labels": [ "versions" ], "clustered_topics": [ { "bundle_id": "yokohama-source-to-pay-operations", "clustering_title": "Yokohama", "es_archived_content": false, "page_id": "product/supplier-lifecycle-operations/reference/slm-plugin-list.html" }, { "bundle_id": "xanadu-source-to-pay-operations", "clustering_title": "Xanadu", "es_archived_content": false, "page_id": "product/supplier-lifecycle-operations/reference/slm-plugin-list.html" }, { "bundle_id": "washingtondc-source-to-pay-operations", "clustering_title": "Washington DC", "es_archived_content": false, "page_id": "product/supplier-lifecycle-operations/reference/slm-plugin-list.html" }, { "bundle_id": "vancouver-source-to-pay-operations", "clustering_title": "Vancouver", "es_archived_content": false, "page_id": "product/supplier-lifecycle-operations/reference/slm-plugin-list.html" } ], "clustering_title": "Zurich" }, "topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/reference/slm-plugin-list.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/reference/slm-plugin-list.html\"><body id=\"slm-plugin-list\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"slm-plugin-list\" aria-labelledby=\"title_slm-plugin-list\">\n <h1 class=\"title topictitle1\" id=\"title_slm-plugin-list\">Application plugin installation sequence in <span class=\"ph\">Supplier Case Management</span></h1>\n \n \n <div class=\"body refbody\"><p class=\"shortdesc\">The following table provides the list of plugins for <span class=\"ph\">Supplier Case Management</span>, a high-level description of each plugin, and the dependencies that are required before installing each plugin.</p>\n <div class=\"table-wrap\"><table count-columns=\"3\" class=\"table frame-all\" id=\"slm-plugin-list__table_b5p_bs1_rwb\"><caption><span class=\"table--title-label\">Table 1. </span><span class=\"title\"><span class=\"ph\">Supplier Case Management</span> application plugin list</span></caption><colgroup><col style=\"width:33.33333333333333%\"/><col style=\"width:33.33333333333333%\"/><col style=\"width:33.33333333333333%\"/></colgroup><thead class=\"thead\">\n <tr class=\"row\">\n <th class=\"entry colsep-1 rowsep-1\" id=\"slm-plugin-list__table_b5p_bs1_rwb__entry__1\">Plugin</th>\n <th class=\"entry colsep-1 rowsep-1\" id=\"slm-plugin-list__table_b5p_bs1_rwb__entry__2\">Description</th>\n <th class=\"entry colsep-1 rowsep-1\" id=\"slm-plugin-list__table_b5p_bs1_rwb__entry__3\">Dependencies</th>\n </tr>\n </thead><tbody class=\"tbody\">\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"slm-plugin-list__table_b5p_bs1_rwb__entry__1\"><span class=\"ph\">Supplier Common Architecture</span><p class=\"p\">[com.snc.sn_slm]</p></td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"slm-plugin-list__table_b5p_bs1_rwb__entry__2\">Provides a common architecture to track data objects related to a supplier used in both Supplier Case Management and <span class=\"ph\">Supplier Collaboration Portal</span>.</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"slm-plugin-list__table_b5p_bs1_rwb__entry__3\"><ul class=\"ul\" id=\"slm-plugin-list__ul_hbs_xs1_rwb\">\n <li class=\"li\"><span class=\"ph\">Finance Common Architecture</span> (com.sn_fin)</li>\n <li class=\"li\">Service Delivery Common (com.sn_spend_sdc)</li>\n <li class=\"li\">External User Registration\n (com.snc.external_user_self_registration)</li>\n <li class=\"li\">Common Vendor Core (com.snc.sn_vendor_core) and\n (com.snc.vendor_core)</li>\n </ul></td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"slm-plugin-list__table_b5p_bs1_rwb__entry__1\"><span class=\"ph\">Supplier Case Management</span><p class=\"p\">[com.snc.sn_supplier_mgmt]</p></td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"slm-plugin-list__table_b5p_bs1_rwb__entry__2\">Onboard suppliers, manage supplier relationships, monitor risk,\n compliance, and performance across the supplier life cycle.</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"slm-plugin-list__table_b5p_bs1_rwb__entry__3\"><ul class=\"ul\" id=\"slm-plugin-list__ul_zs5_gs1_rwb\">\n <li class=\"li\"><span class=\"ph\">Supplier Common Architecture</span>\n (com.snc.sn_slm)</li>\n <li class=\"li\">Source-to-Pay Workspace (com.sn_spend_workspace)</li>\n </ul></td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"slm-plugin-list__table_b5p_bs1_rwb__entry__1\"><span class=\"ph\">Supplier Collaboration Portal</span><p class=\"p\">[com.snc.sn_supplier_sp]</p></td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"slm-plugin-list__table_b5p_bs1_rwb__entry__2\">Provides a single, one-stop experience for suppliers to get\n self-service, complete tasks and make requests into an\n organization.</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"slm-plugin-list__table_b5p_bs1_rwb__entry__3\"><ul class=\"ul\" id=\"slm-plugin-list__ul_zsw_xt1_rwb\">\n <li class=\"li\"><span class=\"ph\">Supplier Common Architecture</span>\n (com.snc.sn_slm)</li>\n <li class=\"li\"><span class=\"ph\">Service Portal</span>\n (com.glide.service-portal)</li>\n <li class=\"li\">E-signature (com.snc.esign)</li>\n <li class=\"li\"><span class=\"ph\">Employee Center</span>\n (com.snc.employee_center)</li>\n </ul></td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"slm-plugin-list__table_b5p_bs1_rwb__entry__1\">Supplier Operations<p class=\"p\">[com.snc.sn_so]</p></td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"slm-plugin-list__table_b5p_bs1_rwb__entry__2\">Provides advanced case management capabilities to handle key supplier lifecycle events such as onboarding, offboarding, and ongoing operations.</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"slm-plugin-list__table_b5p_bs1_rwb__entry__3\">\n <p class=\"p\">Document Management (com.snc.platform_document_management)</p>\n </td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"slm-plugin-list__table_b5p_bs1_rwb__entry__1\"><span class=\"ph\">Craft.co Integration for Supplier Lifecycle Operations</span><p class=\"p\">[com.snc.sn_supplier_craft]</p></td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"slm-plugin-list__table_b5p_bs1_rwb__entry__2\">Provides pre-configured integration with Craft.co. Craft.co is a supplier intelligence platform that offers validated and comprehensive information about suppliers with which a company engages.</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"slm-plugin-list__table_b5p_bs1_rwb__entry__3\">Supplier Operations(com.snc.sn_so)</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"slm-plugin-list__table_b5p_bs1_rwb__entry__1\"><span class=\"ph\">News Integration for Supplier Lifecycle Operations</span><p class=\"p\">[com.snc.sn_supplier_news]</p></td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"slm-plugin-list__table_b5p_bs1_rwb__entry__2\">Retrieve recent news and other articles from preferred news channels.\n There is a pre-configured integration with <span class=\"ph\">Microsoft</span>\n Bing available with this application.</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"slm-plugin-list__table_b5p_bs1_rwb__entry__3\">Supplier Operations(com.snc.sn_so)</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"slm-plugin-list__table_b5p_bs1_rwb__entry__1\">SLO Connector for Relish Data Assure<p class=\"p\">[x_reliq_slo_connec]</p></td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"slm-plugin-list__table_b5p_bs1_rwb__entry__2\">Provides pre-configured integration with Relish. Relish is a supplier intelligence platform that helps in validating supplier data with confidence.</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"slm-plugin-list__table_b5p_bs1_rwb__entry__3\">\n <ul class=\"ul\" id=\"slm-plugin-list__ul_onk_dlt_zfc\">\n <li class=\"li\">Source-to-pay integration framework (sn_spend_intg)</li>\n <li class=\"li\">Relish Data Assure (x_reliq_relish_dat)</li>\n </ul>\n </td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"slm-plugin-list__table_b5p_bs1_rwb__entry__1\"><span class=\"ph\">Advanced Work Assignment for Supplier Lifecycle Operations</span><p class=\"p\">[com.snc.sn_slm_awa]</p></td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"slm-plugin-list__table_b5p_bs1_rwb__entry__2\">Automatically assign supplier cases to agents based on availability\n and capacity.</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"slm-plugin-list__table_b5p_bs1_rwb__entry__3\"><ul class=\"ul\" id=\"slm-plugin-list__ul_sdg_4xl_swb\">\n <li class=\"li\">Advanced Work Assignment (com.glide.awa)</li>\n <li class=\"li\">Agent Chat (com.glide.interaction.awa)</li>\n <li class=\"li\">Glide Virtual Agent (com.glide.cs.chatbot)</li>\n <li class=\"li\"><span class=\"ph\">Supplier Case Management</span> (com.snc.sn_supplier_mgmt)</li>\n </ul></td>\n </tr>\n </tbody></table></div>\n <section class=\"section\" id=\"slm-plugin-list__section_ttl_pzj_swb\"><h2 id=\"d86426e273\" class=\"title sectiontitle\"><span class=\"ph\">Supplier Case Management</span> plugin installation sequence</h2>\n \n <div class=\"p\">To avoid incomplete demo data and other installation issues, you should install the plugins in the following sequence:<ol class=\"ol\" id=\"slm-plugin-list__ol_ybr_jrl_swb\">\n <li class=\"li\"><span class=\"ph\">Supplier Common Architecture</span> (com.snc.sn_slm)</li>\n <li class=\"li\"><span class=\"ph\">News Integration for Supplier Lifecycle Operations</span> (com.snc.sn_supplier_news)</li>\n <li class=\"li\">Supplier Case Management (com.snc.sn_supplier_mgmt)</li>\n <li class=\"li\">(Optional) <span class=\"ph\">Craft.co Integration for Supplier Lifecycle Operations</span> (com.snc.sn_supplier_craft)</li>\n <li class=\"li\">(Optional) SLO Connector for Relish Data Assure (x_reliq_slo_connec)</li>\n <li class=\"li\">(Optional) <span class=\"ph\">Advanced Work Assignment for Supplier Lifecycle Operations</span> (com.snc.sn_slm_awa)</li>\n </ol></div>\n </section>\n </div>\n<nav role=\"navigation\"></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Application plugin installation sequence in Supplier Case Management The following table provides the list of plugins for Supplier Case Management, a high-level description of each plugin, and the dependencies that are required before installing each plugin. Table 1. Supplier Case Management application plugin list \| Plugin \| Description \| Dependencies \| \| --- \| --- \| --- \| \| Supplier Common Architecture [com.snc.sn\_slm] \| Provides a common architecture to track data objects related to a supplier used in both Supplier Case Management and Supplier Collaboration Portal. \| * Finance Common Architecture (com.sn\_fin) * Service Delivery Common (com.sn\_spend\_sdc) * External User Registration (com.snc.external\_user\_self\_registration) * Common Vendor Core (com.snc.sn\_vendor\_core) and (com.snc.vendor\_core) \| \| Supplier Case Management [com.snc.sn\_supplier\_mgmt] \| Onboard suppliers, manage supplier relationships, monitor risk, compliance, and performance across the supplier life cycle. \| * Supplier Common Architecture (com.snc.sn\_slm) * Source-to-Pay Workspace (com.sn\_spend\_workspace) \| \| Supplier Collaboration Portal [com.snc.sn\_supplier\_sp] \| Provides a single, one-stop experience for suppliers to get self-service, complete tasks and make requests into an organization. \| * Supplier Common Architecture (com.snc.sn\_slm) * Service Portal (com.glide.service-portal) * E-signature (com.snc.esign) * Employee Center (com.snc.employee\_center) \| \| Supplier Operations [com.snc.sn\_so] \| Provides advanced case management capabilities to handle key supplier lifecycle events such as onboarding, offboarding, and ongoing operations. \| Document Management (com.snc.platform\_document\_management) \| \| Craft.co Integration for Supplier Lifecycle Operations [com.snc.sn\_supplier\_craft] \| Provides pre-configured integration with Craft.co. Craft.co is a supplier intelligence platform that offers validated and comprehensive information about suppliers with which a company engages. \| Supplier Operations(com.snc.sn\_so) \| \| News Integration for Supplier Lifecycle Operations [com.snc.sn\_supplier\_news] \| Retrieve recent news and other articles from preferred news channels. There is a pre-configured integration with Microsoft Bing available with this application. \| Supplier Operations(com.snc.sn\_so) \| \| SLO Connector for Relish Data Assure [x\_reliq\_slo\_connec] \| Provides pre-configured integration with Relish. Relish is a supplier intelligence platform that helps in validating supplier data with confidence. \| * Source-to-pay integration framework (sn\_spend\_intg) * Relish Data Assure (x\_reliq\_relish\_dat) \| \| Advanced Work Assignment for Supplier Lifecycle Operations [com.snc.sn\_slm\_awa] \| Automatically assign supplier cases to agents based on availability and capacity. \| * Advanced Work Assignment (com.glide.awa) * Agent Chat (com.glide.interaction.awa) * Glide Virtual Agent (com.glide.cs.chatbot) * Supplier Case Management (com.snc.sn\_supplier\_mgmt) \| ## Supplier Case Management plugin installation sequence To avoid incomplete demo data and other installation issues, you should install the plugins in the following sequence: 1. Supplier Common Architecture (com.snc.sn\_slm) 2. News Integration for Supplier Lifecycle Operations (com.snc.sn\_supplier\_news) 3. Supplier Case Management (com.snc.sn\_supplier\_mgmt) 4. (Optional) Craft.co Integration for Supplier Lifecycle Operations (com.snc.sn\_supplier\_craft) 5. (Optional) SLO Connector for Relish Data Assure (x\_reliq\_slo\_connec) 6. (Optional) Advanced Work Assignment for Supplier Lifecycle Operations (com.snc.sn\_slm\_awa)	--- title: Application plugin installation sequence in Supplier Case Management description: The following table provides the list of plugins for Supplier Case Management, a high-level description of each plugin, and the dependencies that are required before installing each plugin. keywords: [] breadcrumbs: - Finance and Supply Chain - Supplier Lifecycle Operations - Configuring Supplier Lifecycle Operations - Install Supplier Case Management --- # Application plugin installation sequence in Supplier Case Management The following table provides the list of plugins for Supplier Case Management, a high-level description of each plugin, and the dependencies that are required before installing each plugin. Table 1. Supplier Case Management application plugin list \| Plugin \| Description \| Dependencies \| \| --- \| --- \| --- \| \| Supplier Common Architecture [com.snc.sn\_slm] \| Provides a common architecture to track data objects related to a supplier used in both Supplier Case Management and Supplier Collaboration Portal. \| * Finance Common Architecture (com.sn\_fin) * Service Delivery Common (com.sn\_spend\_sdc) * External User Registration (com.snc.external\_user\_self\_registration) * Common Vendor Core (com.snc.sn\_vendor\_core) and (com.snc.vendor\_core) \| \| Supplier Case Management [com.snc.sn\_supplier\_mgmt] \| Onboard suppliers, manage supplier relationships, monitor risk, compliance, and performance across the supplier life cycle. \| * Supplier Common Architecture (com.snc.sn\_slm) * Source-to-Pay Workspace (com.sn\_spend\_workspace) \| \| Supplier Collaboration Portal [com.snc.sn\_supplier\_sp] \| Provides a single, one-stop experience for suppliers to get self-service, complete tasks and make requests into an organization. \| * Supplier Common Architecture (com.snc.sn\_slm) * Service Portal (com.glide.service-portal) * E-signature (com.snc.esign) * Employee Center (com.snc.employee\_center) \| \| Supplier Operations [com.snc.sn\_so] \| Provides advanced case management capabilities to handle key supplier lifecycle events such as onboarding, offboarding, and ongoing operations. \| Document Management (com.snc.platform\_document\_management) \| \| Craft.co Integration for Supplier Lifecycle Operations [com.snc.sn\_supplier\_craft] \| Provides pre-configured integration with Craft.co. Craft.co is a supplier intelligence platform that offers validated and comprehensive information about suppliers with which a company engages. \| Supplier Operations(com.snc.sn\_so) \| \| News Integration for Supplier Lifecycle Operations [com.snc.sn\_supplier\_news] \| Retrieve recent news and other articles from preferred news channels. There is a pre-configured integration with Microsoft Bing available with this application. \| Supplier Operations(com.snc.sn\_so) \| \| SLO Connector for Relish Data Assure [x\_reliq\_slo\_connec] \| Provides pre-configured integration with Relish. Relish is a supplier intelligence platform that helps in validating supplier data with confidence. \| * Source-to-pay integration framework (sn\_spend\_intg) * Relish Data Assure (x\_reliq\_relish\_dat) \| \| Advanced Work Assignment for Supplier Lifecycle Operations [com.snc.sn\_slm\_awa] \| Automatically assign supplier cases to agents based on availability and capacity. \| * Advanced Work Assignment (com.glide.awa) * Agent Chat (com.glide.interaction.awa) * Glide Virtual Agent (com.glide.cs.chatbot) * Supplier Case Management (com.snc.sn\_supplier\_mgmt) \| ## Supplier Case Management plugin installation sequence To avoid incomplete demo data and other installation issues, you should install the plugins in the following sequence: 1. Supplier Common Architecture (com.snc.sn\_slm) 2. News Integration for Supplier Lifecycle Operations (com.snc.sn\_supplier\_news) 3. Supplier Case Management (com.snc.sn\_supplier\_mgmt) 4. (Optional) Craft.co Integration for Supplier Lifecycle Operations (com.snc.sn\_supplier\_craft) 5. (Optional) SLO Connector for Relish Data Assure (x\_reliq\_slo\_connec) 6. (Optional) Advanced Work Assignment for Supplier Lifecycle Operations (com.snc.sn\_slm\_awa)
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/spend-savings-estimation-table.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/spend-savings-estimation-table.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/supplier-lifecycle-operations/reference/spend-savings-estimation-table.html	zurich	Spend Savings Estimation table	The Spend Savings Estimation [sn_slm_opt_spend_savings_estimation] table stores the saving estimates generated by the saving estimator tool.	[]	[ "Finance and Supply Chain", "Supplier Lifecycle Operations", "Supplier Lifecycle Operations reference", "Supplier Payment Optimization reference" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/reference/spend-savings-estimation-table.html" id="bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/reference/spend-savings-estimation-table.html"><body id="spend-savings-estimation-table"><main role="main"><article role="article" class="dita" id="spend-savings-estimation-table" aria-labelledby="title_spend-savings-estimation-table"> <h1 class="title topictitle1" id="title_spend-savings-estimation-table">Spend Savings Estimation table</h1> <div class="body refbody"><p class="shortdesc">The Spend Savings Estimation [sn_slm_opt_spend_savings_estimation] table stores the saving estimates generated by the saving estimator tool.</p> <section class="section" id="spend-savings-estimation-table__section_igf_dgg_zfc"><h2 id="d19185e42" class="title sectiontitle">Spend Savings Estimation [sn_slm_opt_spend_savings_estimation] table</h2> <div class="p">The Spend Savings Estimation [sn_slm_opt_spend_savings_estimation] table contains the following fields.<div class="table-wrap"><table count-columns="3" class="table frame-all" id="spend-savings-estimation-table__table_e4l_dr5_hzbaab"><caption><span class="table--title-label">Table 1. </span><span class="title">Spend Savings Estimation table</span></caption><colgroup><col/><col/><col/></colgroup><thead class="thead"> <tr class="row"> <th class="entry colsep-1 rowsep-1" id="spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__1">Field</th> <th class="entry colsep-1 rowsep-1" id="spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__2">Data type</th> <th class="entry colsep-1 rowsep-1" id="spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__3">Description</th> </tr> </thead><tbody class="tbody"> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__1">Supplier</td> <td class="entry colsep-1 rowsep-1" headers="spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__2">Reference</td> <td class="entry colsep-1 rowsep-1" headers="spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__3">Name of the supplier.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__1">System domain</td> <td class="entry colsep-1 rowsep-1" headers="spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__2">Domain ID</td> <td class="entry colsep-1 rowsep-1" headers="spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__3">Identifier for the system domain associated with the supplier.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__1">System domain path</td> <td class="entry colsep-1 rowsep-1" headers="spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__2">String</td> <td class="entry colsep-1 rowsep-1" headers="spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__3">Path that indicates the hierarchy or structure of the system domain.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__1">Annual target spend</td> <td class="entry colsep-1 rowsep-1" headers="spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__2">Currency</td> <td class="entry colsep-1 rowsep-1" headers="spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__3">Total amount expected to be spent in an year with the supplier.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__1">Payment terms</td> <td class="entry colsep-1 rowsep-1" headers="spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__2">Integer</td> <td class="entry colsep-1 rowsep-1" headers="spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__3">Number of days taken to pay the supplier using current method.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__1">New payment terms</td> <td class="entry colsep-1 rowsep-1" headers="spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__2">Integer</td> <td class="entry colsep-1 rowsep-1" headers="spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__3">Number of days it will take to pay the supplier using the new method (usually card).</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__1">Acceleration to supplier</td> <td class="entry colsep-1 rowsep-1" headers="spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__2">Integer</td> <td class="entry colsep-1 rowsep-1" headers="spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__3">Number of days reduced by paying the supplier using the new method.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__1">Grace period</td> <td class="entry colsep-1 rowsep-1" headers="spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__2">Integer</td> <td class="entry colsep-1 rowsep-1" headers="spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__3">Number of days after the billing cycle closes before you must pay the card bill.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__1">Billing terms</td> <td class="entry colsep-1 rowsep-1" headers="spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__2">Integer</td> <td class="entry colsep-1 rowsep-1" headers="spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__3">Internal setting or max deferral window — often used as a cap for payment timing (ex: billing cycle + grace period or a set maximum).</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__1">Working capital benefits</td> <td class="entry colsep-1 rowsep-1" headers="spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__2">Currency</td> <td class="entry colsep-1 rowsep-1" headers="spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__3">Estimated financial benefit gained by extending the time between paying the supplier and paying the card issuer.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__1">Billing cycle</td> <td class="entry colsep-1 rowsep-1" headers="spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__2">Integer</td> <td class="entry colsep-1 rowsep-1" headers="spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__3">Number of days in the card billing cycle (from transaction date to statement date).</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__1">Cost of funds</td> <td class="entry colsep-1 rowsep-1" headers="spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__2">Decimal</td> <td class="entry colsep-1 rowsep-1" headers="spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__3">Organization’s internal cost (in percentage) for borrowing the funds needed to purchase goods or services from the supplier.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__1">Total check transactions</td> <td class="entry colsep-1 rowsep-1" headers="spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__2">Integer</td> <td class="entry colsep-1 rowsep-1" headers="spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__3">Total number of transactions currently processed through checks.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__1">Cost per check payment</td> <td class="entry colsep-1 rowsep-1" headers="spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__2">Currency</td> <td class="entry colsep-1 rowsep-1" headers="spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__3">Average processing cost per check payment (default value: 20).</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__1">Process savings benefits</td> <td class="entry colsep-1 rowsep-1" headers="spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__2">Currency</td> <td class="entry colsep-1 rowsep-1" headers="spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__3">Total process cost savings from switching from traditional check payments to virtual card payments.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__1">Regular rebate</td> <td class="entry colsep-1 rowsep-1" headers="spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__2">Decimal</td> <td class="entry colsep-1 rowsep-1" headers="spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__3">Fixed rebate percentage offered by the card provider.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__1">Iti rate</td> <td class="entry colsep-1 rowsep-1" headers="spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__2">Decimal</td> <td class="entry colsep-1 rowsep-1" headers="spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__3">Interchange Transfer Incentive rate: Additional rebate or incentive offered based on volume or card type.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__1">Volume based rebates</td> <td class="entry colsep-1 rowsep-1" headers="spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__2">Decimal</td> <td class="entry colsep-1 rowsep-1" headers="spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__3">Total rebates earned based on the payments made through the virtual card.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__1">Total savings</td> <td class="entry colsep-1 rowsep-1" headers="spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__2">Currency</td> <td class="entry colsep-1 rowsep-1" headers="spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__3">Total savings earned from process savings, working capital, and earned rebates.</td> </tr> </tbody></table></div></div> <p class="p">For more information, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/reference/supp-opt-data-model.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/supp-opt-data-model.html" class="xref" title="The diagram shows the tables and their relationships that comprise the Supplier Payment Optimization data model.">Supplier Payment Optimization data model</a>.</p> </section> </div> <nav role="navigation"></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" 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data-page=\"bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/reference/spend-savings-estimation-table.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/reference/spend-savings-estimation-table.html\"><body id=\"spend-savings-estimation-table\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"spend-savings-estimation-table\" aria-labelledby=\"title_spend-savings-estimation-table\">\n <h1 class=\"title topictitle1\" id=\"title_spend-savings-estimation-table\">Spend Savings Estimation table</h1>\n \n \n <div class=\"body refbody\"><p class=\"shortdesc\">The Spend Savings Estimation [sn_slm_opt_spend_savings_estimation] table stores the saving estimates generated by the saving estimator tool.</p>\n <section class=\"section\" id=\"spend-savings-estimation-table__section_igf_dgg_zfc\"><h2 id=\"d19185e42\" class=\"title sectiontitle\">Spend Savings Estimation [sn_slm_opt_spend_savings_estimation] table</h2>\n \n <div class=\"p\">The Spend Savings Estimation [sn_slm_opt_spend_savings_estimation] table contains the following fields.<div class=\"table-wrap\"><table count-columns=\"3\" class=\"table frame-all\" id=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab\"><caption><span class=\"table--title-label\">Table 1. </span><span class=\"title\">Spend Savings Estimation table</span></caption><colgroup><col/><col/><col/></colgroup><thead class=\"thead\">\n <tr class=\"row\">\n <th class=\"entry colsep-1 rowsep-1\" id=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__1\">Field</th>\n <th class=\"entry colsep-1 rowsep-1\" id=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__2\">Data type</th>\n <th class=\"entry colsep-1 rowsep-1\" id=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__3\">Description</th>\n </tr>\n </thead><tbody class=\"tbody\">\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__1\">Supplier</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__2\">Reference</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__3\">Name of the supplier.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__1\">System domain</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__2\">Domain ID</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__3\">Identifier for the system domain associated with the supplier.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__1\">System domain path</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__2\">String</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__3\">Path that indicates the hierarchy or structure of the system domain.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__1\">Annual target spend</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__2\">Currency</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__3\">Total amount expected to be spent in an year with the supplier.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__1\">Payment terms</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__2\">Integer</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__3\">Number of days taken to pay the supplier using current method.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__1\">New payment terms</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__2\">Integer</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__3\">Number of days it will take to pay the supplier using the new method (usually card).</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__1\">Acceleration to supplier</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__2\">Integer</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__3\">Number of days reduced by paying the supplier using the new method.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__1\">Grace period</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__2\">Integer</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__3\">Number of days after the billing cycle closes before you must pay the card bill.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__1\">Billing terms</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__2\">Integer</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__3\">Internal setting or max deferral window — often used as a cap for payment timing (ex: billing cycle + grace period or a set maximum).</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__1\">Working capital benefits</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__2\">Currency</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__3\">Estimated financial benefit gained by extending the time between paying the supplier and paying the card issuer.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__1\">Billing cycle</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__2\">Integer</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__3\">Number of days in the card billing cycle (from transaction date to statement date).</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__1\">Cost of funds</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__2\">Decimal</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__3\">Organization’s internal cost (in percentage) for borrowing the funds needed to purchase goods or services from the supplier.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__1\">Total check transactions</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__2\">Integer</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__3\">Total number of transactions currently processed through checks.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__1\">Cost per check payment</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__2\">Currency</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__3\">Average processing cost per check payment (default value: 20).</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__1\">Process savings benefits</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__2\">Currency</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__3\">Total process cost savings from switching from traditional check payments to virtual card payments.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__1\">Regular rebate</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__2\">Decimal</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__3\">Fixed rebate percentage offered by the card provider.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__1\">Iti rate</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__2\">Decimal</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__3\">Interchange Transfer Incentive rate: Additional rebate or incentive offered based on volume or card type.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__1\">Volume based rebates</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__2\">Decimal</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__3\">Total rebates earned based on the payments made through the virtual card.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__1\">Total savings</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__2\">Currency</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"spend-savings-estimation-table__table_e4l_dr5_hzbaab__entry__3\">Total savings earned from process savings, working capital, and earned rebates.</td>\n </tr>\n </tbody></table></div></div>\n <p class=\"p\">For more information, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/reference/supp-opt-data-model.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/supp-opt-data-model.html\" class=\"xref\" title=\"The diagram shows the tables and their relationships that comprise the Supplier Payment Optimization data model.\">Supplier Payment Optimization data model</a>.</p>\n </section>\n </div>\n<nav role=\"navigation\"></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Spend Savings Estimation table The Spend Savings Estimation [sn\_slm\_opt\_spend\_savings\_estimation] table stores the saving estimates generated by the saving estimator tool. ## Spend Savings Estimation [sn\_slm\_opt\_spend\_savings\_estimation] table The Spend Savings Estimation [sn\_slm\_opt\_spend\_savings\_estimation] table contains the following fields. Table 1. Spend Savings Estimation table \| Field \| Data type \| Description \| \| --- \| --- \| --- \| \| Supplier \| Reference \| Name of the supplier. \| \| System domain \| Domain ID \| Identifier for the system domain associated with the supplier. \| \| System domain path \| String \| Path that indicates the hierarchy or structure of the system domain. \| \| Annual target spend \| Currency \| Total amount expected to be spent in an year with the supplier. \| \| Payment terms \| Integer \| Number of days taken to pay the supplier using current method. \| \| New payment terms \| Integer \| Number of days it will take to pay the supplier using the new method (usually card). \| \| Acceleration to supplier \| Integer \| Number of days reduced by paying the supplier using the new method. \| \| Grace period \| Integer \| Number of days after the billing cycle closes before you must pay the card bill. \| \| Billing terms \| Integer \| Internal setting or max deferral window — often used as a cap for payment timing (ex: billing cycle + grace period or a set maximum). \| \| Working capital benefits \| Currency \| Estimated financial benefit gained by extending the time between paying the supplier and paying the card issuer. \| \| Billing cycle \| Integer \| Number of days in the card billing cycle (from transaction date to statement date). \| \| Cost of funds \| Decimal \| Organization’s internal cost (in percentage) for borrowing the funds needed to purchase goods or services from the supplier. \| \| Total check transactions \| Integer \| Total number of transactions currently processed through checks. \| \| Cost per check payment \| Currency \| Average processing cost per check payment (default value: 20). \| \| Process savings benefits \| Currency \| Total process cost savings from switching from traditional check payments to virtual card payments. \| \| Regular rebate \| Decimal \| Fixed rebate percentage offered by the card provider. \| \| Iti rate \| Decimal \| Interchange Transfer Incentive rate: Additional rebate or incentive offered based on volume or card type. \| \| Volume based rebates \| Decimal \| Total rebates earned based on the payments made through the virtual card. \| \| Total savings \| Currency \| Total savings earned from process savings, working capital, and earned rebates. \| For more information, see Supplier Payment Optimization data model.	--- title: Spend Savings Estimation table description: The Spend Savings Estimation [sn_slm_opt_spend_savings_estimation] table stores the saving estimates generated by the saving estimator tool. keywords: [] breadcrumbs: - Finance and Supply Chain - Supplier Lifecycle Operations - Supplier Lifecycle Operations reference - Supplier Payment Optimization reference --- # Spend Savings Estimation table The Spend Savings Estimation [sn\_slm\_opt\_spend\_savings\_estimation] table stores the saving estimates generated by the saving estimator tool. ## Spend Savings Estimation [sn\_slm\_opt\_spend\_savings\_estimation] table The Spend Savings Estimation [sn\_slm\_opt\_spend\_savings\_estimation] table contains the following fields. Table 1. Spend Savings Estimation table \| Field \| Data type \| Description \| \| --- \| --- \| --- \| \| Supplier \| Reference \| Name of the supplier. \| \| System domain \| Domain ID \| Identifier for the system domain associated with the supplier. \| \| System domain path \| String \| Path that indicates the hierarchy or structure of the system domain. \| \| Annual target spend \| Currency \| Total amount expected to be spent in an year with the supplier. \| \| Payment terms \| Integer \| Number of days taken to pay the supplier using current method. \| \| New payment terms \| Integer \| Number of days it will take to pay the supplier using the new method (usually card). \| \| Acceleration to supplier \| Integer \| Number of days reduced by paying the supplier using the new method. \| \| Grace period \| Integer \| Number of days after the billing cycle closes before you must pay the card bill. \| \| Billing terms \| Integer \| Internal setting or max deferral window — often used as a cap for payment timing (ex: billing cycle + grace period or a set maximum). \| \| Working capital benefits \| Currency \| Estimated financial benefit gained by extending the time between paying the supplier and paying the card issuer. \| \| Billing cycle \| Integer \| Number of days in the card billing cycle (from transaction date to statement date). \| \| Cost of funds \| Decimal \| Organization’s internal cost (in percentage) for borrowing the funds needed to purchase goods or services from the supplier. \| \| Total check transactions \| Integer \| Total number of transactions currently processed through checks. \| \| Cost per check payment \| Currency \| Average processing cost per check payment (default value: 20). \| \| Process savings benefits \| Currency \| Total process cost savings from switching from traditional check payments to virtual card payments. \| \| Regular rebate \| Decimal \| Fixed rebate percentage offered by the card provider. \| \| Iti rate \| Decimal \| Interchange Transfer Incentive rate: Additional rebate or incentive offered based on volume or card type. \| \| Volume based rebates \| Decimal \| Total rebates earned based on the payments made through the virtual card. \| \| Total savings \| Currency \| Total savings earned from process savings, working capital, and earned rebates. \| For more information, see Supplier Payment Optimization data model.
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/supp-opt-data-model.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/supp-opt-data-model.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/supplier-lifecycle-operations/reference/supp-opt-data-model.html	zurich	Supplier Payment Optimization data model	The diagram shows the tables and their relationships that comprise the Supplier Payment Optimization data model.	[]	[ "Finance and Supply Chain", "Supplier Lifecycle Operations", "Supplier Lifecycle Operations reference", "Supplier Payment Optimization reference" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/reference/supp-opt-data-model.html" id="bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/reference/supp-opt-data-model.html"><body id="supp-opt-data-model"><main role="main"><article role="article" class="dita" id="supp-opt-data-model" aria-labelledby="title_supp-opt-data-model"> <h1 class="title topictitle1" id="title_supp-opt-data-model">Supplier Payment Optimization data model</h1> <div class="body refbody"><p class="shortdesc">The diagram shows the tables and their relationships that comprise the Supplier Payment Optimization data model.</p> <section class="section" id="supp-opt-data-model__section_qpl_rsh_zfc"> <div class="note important note_important"><span class="note__title">Important:</span> Check your entitlements to determine whether you have access to Supplier Relationship and Performance Management.</div> </section> <section class="section" id="supp-opt-data-model__section_ull_4sh_zfc"> <p class="p"><img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/../image/supp-opt-data-model.png?_LANG=enus" class="image" id="supp-opt-data-model__image_jjp_zth_zfc" alt="Supplier performance management data model"/></p> </section> </div> <nav role="navigation"></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Supplier Lifecycle Operations", "topic_id": "product/supplier-lifecycle-operations/concept/supp-mgmt-landing-page.html" }, { "title": "Supplier Lifecycle Operations reference", "topic_id": "product/supplier-lifecycle-operations/reference/supp-mgmt-reference.html" }, { "title": "Supplier Payment Optimization reference", "topic_id": "product/supplier-lifecycle-operations/concept/supp-payment-opt-ref.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations\">Zurich Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/finance-supply-chain-landing.html\">Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supp-mgmt-landing-page.html\">Supplier Lifecycle Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/supp-mgmt-reference.html\">Supplier Lifecycle Operations reference</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supp-payment-opt-ref.html\">Supplier Payment Optimization reference</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">Supplier Payment Optimization data model</span>", "bundle_id": "zurich-source-to-pay-operations", "bundle_key": 2735, "bundle_landing_page": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html", "bundle_subtitle": null, "bundle_title": "Zurich Finance and Supply Chain", "canonical_link": null, "dates": { "Added on": "2025-08-05T13:11:54.216332Z", "Created on": "2025-07-14T00:00:00Z", "Initial upload": "2025-07-30T22:25:52.095402Z", "Updated on": "2025-07-31T00:00:00Z" }, "dislike_url": "https://servicenow-be-prod.servicenow.com/dislike/55688859", "dislikes": 0, "es_archived_content": false, "is_in_fav": false, "is_liked": null, "is_watched": false, "keywords": [ " zurich zurich" ], "labels": [ { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "zurich", "navtitle": "Zurich", "outputclasses": [], "subjectHeadId": "versions", "subjectheadNavtitle": "Versions", "visibility": "show-facet" }, { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "slcmgmt", "navtitle": "Supplier Lifecycle Operations", "outputclasses": [], "subjectHeadId": "products", "subjectheadNavtitle": "Products", "visibility": "show-facet" } ], "labels_text": "Versions > Zurich; Products > Finance and Supply Chain > Supplier Lifecycle Operations", "like_url": "https://servicenow-be-prod.servicenow.com/like/55688859", "likes": 0, "metadata": { "AI Search": null, "AI Search Assist": null, "Application Insights": null, "Capabilities": null, "Code Signing": null, "Contextual Search": null, "DC.contributor": null, "DC.coverage": null, "DC.creator": "ServiceNow", "DC.date.created": "2025-07-14T19:31:28+05:30", "DC.date.modified": "2025-07-31", "DC.format": "HTML5", "DC.identifier": "supp-opt-data-model", "DC.language": null, "DC.relation": "../../../product/supplier-lifecycle-operations/concept/supp-payment-opt-ref.html", "DC.rights.owner": "(C) Copyright 2025", "DC.subject": null, "DC.type": "reference", "Data Discovery": null, "Data Policy": null, "Data Privacy": null, "Discovery": null, "External Content for AI Search": null, "Field Administration": null, "Field Normalization": null, "Key Management Framework": null, "Localization Framework": null, "Now Platform": null, "PlatSec": null, "Platform": null, "Platform Administration": null, "Platform Performance": null, "Platform Privacy": null, "Proactive Triggers": null, "Process Optimization": null, "RN doc editing record number": null, "Search Administration": null, "Secrets Management": null, "ServiceNow AI Platform": null, "State Model": null, "Subscription Management": null, "Task Communications Management": null, "Timeline Visualizations": null, "User Administration": null, "User Experience Analytics": null, "Zing": null, "ai-now-assist": null, "app-name": null, "app_route": null, "azureapimanagemen": null, "change-completed": null, "change-item": null, "change-request-id": null, "change-request-reference": null, "com.glide.embedded_help.category": null, "component": null, "copyright": "(C) Copyright 2025", "crossroads": null, "data": null, "description": "The diagram shows the tables and their relationships that comprise the Supplier Payment Optimization data model.", "dominant_bundle": null, "erp-canvas-video": null, "fsm-mobile": null, "fsm-route": null, "fsm-sched-opt": null, "fsm-wrk-order": null, "genai-round-7": null, "generator": "DITA-OT", "glossPartOfSpeech": null, "glossStatus": null, "guided setup": null, "guided tours": null, "keywords": null, "min-toc": null, "mini": null, "mini-to truec": null, "mini-toc": null, "mini_toc": null, "minitoc": null, "modification": null, "now-assist-app-gen-video": null, "order": null, "page-type": null, "page-type ": null, "prodname": null, "product": null, "product_name": null, "release": null, "resourceID": null, "roles": null, "route_page": null, "route_params_listId": null, "route_params_table": null, "route_params_type": null, "route_type": null, "setconfigurationproperties": null, "topic": null, "translation-type": "source", "version": null, "workflow": "Creator", "workplace-srvc-delvry-ditamap": null }, "page_id": "product/supplier-lifecycle-operations/reference/supp-opt-data-model.html", "page_key": 55688859, "preprocessed_PDF": "https://downloads.docs.servicenow.com/pdf/enus/servicenow-yokohama-source-to-pay-operations-enus.pdf", "rating": null, "read_time_data": { "char_count": 237, "img_count": 1, "read_time": 1, "video_links": [ "" ], "word_count": 32 }, "related_links": [], "search_title": null, "title": "Supplier Payment Optimization data model", "topic_cluster": { "clustered_by": { "enabled": true, "primary_key": "versions", "primary_sort": "top-down", "type": "subjecthead" }, "clustered_labels": [ "versions" ], "clustered_topics": [], "clustering_title": "Zurich" }, "topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/reference/supp-opt-data-model.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/reference/supp-opt-data-model.html\"><body id=\"supp-opt-data-model\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"supp-opt-data-model\" aria-labelledby=\"title_supp-opt-data-model\">\n <h1 class=\"title topictitle1\" id=\"title_supp-opt-data-model\">Supplier Payment Optimization data model</h1>\n \n \n <div class=\"body refbody\"><p class=\"shortdesc\">The diagram shows the tables and their relationships that comprise the Supplier Payment Optimization data model.</p>\n <section class=\"section\" id=\"supp-opt-data-model__section_qpl_rsh_zfc\">\n <div class=\"note important note_important\"><span class=\"note__title\">Important:</span> Check your entitlements to determine whether you have access to Supplier Relationship and Performance Management.</div>\n </section>\n <section class=\"section\" id=\"supp-opt-data-model__section_ull_4sh_zfc\">\n <p class=\"p\"><img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/../image/supp-opt-data-model.png?_LANG=enus\" class=\"image\" id=\"supp-opt-data-model__image_jjp_zth_zfc\" alt=\"Supplier performance management data model\"/></p>\n </section>\n </div>\n<nav role=\"navigation\"></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Supplier Payment Optimization data model The diagram shows the tables and their relationships that comprise the Supplier Payment Optimization data model. Important: Check your entitlements to determine whether you have access to Supplier Relationship and Performance Management.	--- title: Supplier Payment Optimization data model description: The diagram shows the tables and their relationships that comprise the Supplier Payment Optimization data model. keywords: [] breadcrumbs: - Finance and Supply Chain - Supplier Lifecycle Operations - Supplier Lifecycle Operations reference - Supplier Payment Optimization reference --- # Supplier Payment Optimization data model The diagram shows the tables and their relationships that comprise the Supplier Payment Optimization data model. Important: Check your entitlements to determine whether you have access to Supplier Relationship and Performance Management.
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/auth-profile-using-relish.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/auth-profile-using-relish.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/supplier-lifecycle-operations/task/auth-profile-using-relish.html	zurich	Set up authentication profile using Relish credentials	Create a basic authentication profile that can be used for web service integration with Relish. Register the Relish user name and password to create the authentication profile.	[]	[ "Finance and Supply Chain", "Supplier Lifecycle Operations", "Integrating Supplier Lifecycle Operations with other applications", "Relish Integration for Supplier Lifecycle Operations" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/task/auth-profile-using-relish.html" id="bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/task/auth-profile-using-relish.html"><body id="auth-profile-using-relish"><main role="main"><article role="article" class="dita" id="auth-profile-using-relish" aria-labelledby="title_auth-profile-using-relish"> <h1 class="title topictitle1" id="title_auth-profile-using-relish">Set up authentication profile using Relish credentials</h1> <div class="body taskbody"><p class="shortdesc">Create a basic authentication profile that can be used for web service integration with Relish. Register the Relish user name and password to create the authentication profile.</p> <section class="section prereq" id="auth-profile-using-relish__task-prereq"><div class="tasklabel"><p class="sectiontitle tasklabel">Before you begin</p></div> <p class="p">Role required: admin</p> </section> <section><div class="tasklabel"><p class="sectiontitle tasklabel">Procedure</p></div><ol class="ol steps"><li class="li step stepexpand"> <span class="ph cmd">Navigate to <span class="ph menucascade"><span class="ph uicontrol">Connections & Credentials</span><abbr> > </abbr><span class="ph uicontrol">Connection & Credential Aliases</span></span>.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Click <span class="ph uicontrol">New</span>.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Enter a unique name for the alias and set the <span class="ph uicontrol">Type</span> value to <span class="ph uicontrol">Credential</span>.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Click <span class="ph uicontrol">Submit</span>.</span> <div class="itemgroup stepresult">A new credential alias with a unique ID is created.</div> </li><li class="li step stepexpand"> <span class="ph cmd">In the Credentials related list, click <span class="ph uicontrol">New</span> and then select <span class="ph uicontrol">Basic Auth Credentials</span>.</span> </li><li class="li step stepexpand"> <span class="ph cmd">On the form, fill in the fields.</span> <div class="itemgroup info"> <div class="table-wrap"><table count-columns="2" class="table frame-all" id="auth-profile-using-relish__table_ac2_4py_33b"><caption><span class="table--title-label">Table 1. </span><span class="title">Basic Auth Configuration form</span></caption><colgroup><col style="width:50%"/><col style="width:50%"/></colgroup><thead class="thead"> <tr class="row"> <th class="entry colsep-1 rowsep-1" id="auth-profile-using-relish__table_ac2_4py_33b__entry__1">Field</th> <th class="entry colsep-1 rowsep-1" id="auth-profile-using-relish__table_ac2_4py_33b__entry__2">Description</th> </tr> </thead><tbody class="tbody"> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="auth-profile-using-relish__table_ac2_4py_33b__entry__1">Name</td> <td class="entry colsep-1 rowsep-1" headers="auth-profile-using-relish__table_ac2_4py_33b__entry__2">Name of the authentication configuration.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="auth-profile-using-relish__table_ac2_4py_33b__entry__1">Username</td> <td class="entry colsep-1 rowsep-1" headers="auth-profile-using-relish__table_ac2_4py_33b__entry__2">User name as provided by Relish.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="auth-profile-using-relish__table_ac2_4py_33b__entry__1">Password</td> <td class="entry colsep-1 rowsep-1" headers="auth-profile-using-relish__table_ac2_4py_33b__entry__2">Password as provided by Relish. This username and password is used to authenticate the HTTP request when this basic authentication profile is enabled.</td> </tr> <tr class="row"> <td class="entry colsep-1 rowsep-1" headers="auth-profile-using-relish__table_ac2_4py_33b__entry__1">Credential alias</td> <td class="entry colsep-1 rowsep-1" headers="auth-profile-using-relish__table_ac2_4py_33b__entry__2">Credential alias created for the Relish configuration. This alias is auto-populated when you create an authentication profile from a credential alias.</td> </tr> </tbody></table></div> </div> </li><li class="li step stepexpand"> <span class="ph cmd">Click <span class="ph uicontrol">Submit</span>.</span> </li></ol></section> </div> <nav role="navigation"></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Supplier Lifecycle Operations", "topic_id": "product/supplier-lifecycle-operations/concept/supp-mgmt-landing-page.html" }, { "title": "Integrating Supplier Lifecycle Operations with other applications", "topic_id": "product/supplier-lifecycle-operations/concept/integrate-slo.html" }, { "title": "Relish Integration for Supplier Lifecycle Operations", "topic_id": "product/supplier-lifecycle-operations/concept/relish-slo-connector.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations\">Zurich Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/finance-supply-chain-landing.html\">Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supp-mgmt-landing-page.html\">Supplier Lifecycle Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/integrate-slo.html\">Integrating Supplier Lifecycle Operations with other applications</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/relish-slo-connector.html\">Relish Integration for Supplier Lifecycle Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">Set up authentication profile using Relish credentials</span>", "bundle_id": "zurich-source-to-pay-operations", "bundle_key": 2735, "bundle_landing_page": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html", "bundle_subtitle": null, "bundle_title": "Zurich Finance and Supply Chain", "canonical_link": null, "dates": { "Added on": "2025-08-05T13:11:54.216332Z", "Created on": "2025-07-16T00:00:00Z", "Initial upload": "2025-07-30T22:25:52.095402Z", "Updated on": "2025-07-31T00:00:00Z" }, "dislike_url": "https://servicenow-be-prod.servicenow.com/dislike/55688881", "dislikes": 0, "es_archived_content": false, "is_in_fav": false, "is_liked": null, "is_watched": false, "keywords": [ " zurich zurich" ], "labels": [ { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "zurich", "navtitle": "Zurich", "outputclasses": [], "subjectHeadId": "versions", "subjectheadNavtitle": "Versions", "visibility": "show-facet" }, { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "slcmgmt", "navtitle": "Supplier Lifecycle Operations", "outputclasses": [], "subjectHeadId": "products", "subjectheadNavtitle": "Products", "visibility": "show-facet" } ], "labels_text": "Versions > Zurich; Products > Finance and Supply Chain > Supplier Lifecycle Operations", "like_url": "https://servicenow-be-prod.servicenow.com/like/55688881", "likes": 0, "metadata": { "AI Search": null, "AI Search Assist": null, "Application Insights": null, "Capabilities": null, "Code Signing": null, "Contextual Search": null, "DC.contributor": null, "DC.coverage": null, "DC.creator": "ServiceNow", "DC.date.created": "2025-07-16T17:41:02+05:30", "DC.date.modified": "2025-07-31", "DC.format": "HTML5", "DC.identifier": "auth-profile-using-relish", "DC.language": null, "DC.relation": "../../../product/supplier-lifecycle-operations/concept/relish-slo-connector.html", "DC.rights.owner": "(C) Copyright 2025", "DC.subject": null, "DC.type": "task", "Data Discovery": null, "Data Policy": null, "Data Privacy": null, "Discovery": null, "External Content for AI Search": null, "Field Administration": null, "Field Normalization": null, "Key Management Framework": null, "Localization Framework": null, "Now Platform": null, "PlatSec": null, "Platform": null, "Platform Administration": null, "Platform Performance": null, "Platform Privacy": null, "Proactive Triggers": null, "Process Optimization": null, "RN doc editing record number": null, "Search Administration": null, "Secrets Management": null, "ServiceNow AI Platform": null, "State Model": null, "Subscription Management": null, "Task Communications Management": null, "Timeline Visualizations": null, "User Administration": null, "User Experience Analytics": null, "Zing": null, "ai-now-assist": null, "app-name": null, "app_route": null, "azureapimanagemen": null, "change-completed": null, "change-item": null, "change-request-id": null, "change-request-reference": null, "com.glide.embedded_help.category": null, "component": null, "copyright": "(C) Copyright 2025", "crossroads": null, "data": null, "description": "Create a basic authentication profile that can be used for web service integration with Relish. Register the Relish user name and password to create the authentication profile.", "dominant_bundle": null, "erp-canvas-video": null, "fsm-mobile": null, "fsm-route": null, "fsm-sched-opt": null, "fsm-wrk-order": null, "genai-round-7": null, "generator": "DITA-OT", "glossPartOfSpeech": null, "glossStatus": null, "guided setup": null, "guided tours": null, "keywords": null, "min-toc": null, "mini": null, "mini-to truec": null, "mini-toc": null, "mini_toc": null, "minitoc": null, "modification": null, "now-assist-app-gen-video": null, "order": null, "page-type": null, "page-type ": null, "prodname": null, "product": null, "product_name": null, "release": null, "resourceID": null, "roles": null, "route_page": null, "route_params_listId": null, "route_params_table": null, "route_params_type": null, "route_type": null, "setconfigurationproperties": null, "topic": null, "translation-type": "source", "version": null, "workflow": "Creator", "workplace-srvc-delvry-ditamap": null }, "page_id": "product/supplier-lifecycle-operations/task/auth-profile-using-relish.html", "page_key": 55688881, "preprocessed_PDF": "https://downloads.docs.servicenow.com/pdf/enus/servicenow-yokohama-source-to-pay-operations-enus.pdf", "rating": null, "read_time_data": { "char_count": 1029, "img_count": 0, "read_time": 1, "video_links": [ "" ], "word_count": 164 }, "related_links": [], "search_title": null, "title": "Set up authentication profile using Relish credentials", "topic_cluster": { "clustered_by": { "enabled": true, "primary_key": "versions", "primary_sort": "top-down", "type": "subjecthead" }, "clustered_labels": [ "versions" ], "clustered_topics": [], "clustering_title": "Zurich" }, "topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/task/auth-profile-using-relish.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/task/auth-profile-using-relish.html\"><body id=\"auth-profile-using-relish\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"auth-profile-using-relish\" aria-labelledby=\"title_auth-profile-using-relish\">\n <h1 class=\"title topictitle1\" id=\"title_auth-profile-using-relish\">Set up authentication profile using Relish credentials</h1>\n \n \n <div class=\"body taskbody\"><p class=\"shortdesc\">Create a basic authentication profile that can be used for web service integration with Relish. Register the Relish user name and password to create the authentication profile.</p>\n <section class=\"section prereq\" id=\"auth-profile-using-relish__task-prereq\"><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">Before you begin</p></div>\n <p class=\"p\">Role required: admin</p>\n </section>\n <section><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">Procedure</p></div><ol class=\"ol steps\"><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Navigate to <span class=\"ph menucascade\"><span class=\"ph uicontrol\">Connections & Credentials</span><abbr> > </abbr><span class=\"ph uicontrol\">Connection & Credential Aliases</span></span>.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Click <span class=\"ph uicontrol\">New</span>.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Enter a unique name for the alias and set the <span class=\"ph uicontrol\">Type</span> value to <span class=\"ph uicontrol\">Credential</span>.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Click <span class=\"ph uicontrol\">Submit</span>.</span>\n <div class=\"itemgroup stepresult\">A new credential alias with a unique ID is created.</div>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">In the Credentials related list, click <span class=\"ph uicontrol\">New</span> and then select <span class=\"ph uicontrol\">Basic Auth Credentials</span>.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">On the form, fill in the fields.</span>\n <div class=\"itemgroup info\">\n <div class=\"table-wrap\"><table count-columns=\"2\" class=\"table frame-all\" id=\"auth-profile-using-relish__table_ac2_4py_33b\"><caption><span class=\"table--title-label\">Table 1. </span><span class=\"title\">Basic Auth Configuration form</span></caption><colgroup><col style=\"width:50%\"/><col style=\"width:50%\"/></colgroup><thead class=\"thead\">\n <tr class=\"row\">\n <th class=\"entry colsep-1 rowsep-1\" id=\"auth-profile-using-relish__table_ac2_4py_33b__entry__1\">Field</th>\n <th class=\"entry colsep-1 rowsep-1\" id=\"auth-profile-using-relish__table_ac2_4py_33b__entry__2\">Description</th>\n </tr>\n </thead><tbody class=\"tbody\">\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"auth-profile-using-relish__table_ac2_4py_33b__entry__1\">Name</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"auth-profile-using-relish__table_ac2_4py_33b__entry__2\">Name of the authentication configuration.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"auth-profile-using-relish__table_ac2_4py_33b__entry__1\">Username</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"auth-profile-using-relish__table_ac2_4py_33b__entry__2\">User name as provided by Relish.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"auth-profile-using-relish__table_ac2_4py_33b__entry__1\">Password</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"auth-profile-using-relish__table_ac2_4py_33b__entry__2\">Password as provided by Relish. This username and password is used to authenticate the HTTP request when this basic authentication profile is enabled.</td>\n </tr>\n <tr class=\"row\">\n <td class=\"entry colsep-1 rowsep-1\" headers=\"auth-profile-using-relish__table_ac2_4py_33b__entry__1\">Credential alias</td>\n <td class=\"entry colsep-1 rowsep-1\" headers=\"auth-profile-using-relish__table_ac2_4py_33b__entry__2\">Credential alias created for the Relish configuration. This alias is auto-populated when you create an authentication profile from a credential alias.</td>\n </tr>\n </tbody></table></div>\n </div>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Click <span class=\"ph uicontrol\">Submit</span>.</span>\n </li></ol></section>\n </div>\n<nav role=\"navigation\"></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Set up authentication profile using Relish credentials Create a basic authentication profile that can be used for web service integration with Relish. Register the Relish user name and password to create the authentication profile. ## Before you begin Role required: admin ## Procedure 1. Navigate to Connections & Credentials > Connection & Credential Aliases. 2. Click New. 3. Enter a unique name for the alias and set the Type value to Credential. 4. Click Submit. A new credential alias with a unique ID is created. 5. In the Credentials related list, click New and then select Basic Auth Credentials. 6. On the form, fill in the fields. Table 1. Basic Auth Configuration form \| Field \| Description \| \| --- \| --- \| \| Name \| Name of the authentication configuration. \| \| Username \| User name as provided by Relish. \| \| Password \| Password as provided by Relish. This username and password is used to authenticate the HTTP request when this basic authentication profile is enabled. \| \| Credential alias \| Credential alias created for the Relish configuration. This alias is auto-populated when you create an authentication profile from a credential alias. \| 7. Click Submit.	--- title: Set up authentication profile using Relish credentials description: Create a basic authentication profile that can be used for web service integration with Relish. Register the Relish user name and password to create the authentication profile. keywords: [] breadcrumbs: - Finance and Supply Chain - Supplier Lifecycle Operations - Integrating Supplier Lifecycle Operations with other applications - Relish Integration for Supplier Lifecycle Operations --- # Set up authentication profile using Relish credentials Create a basic authentication profile that can be used for web service integration with Relish. Register the Relish user name and password to create the authentication profile. ## Before you begin Role required: admin ## Procedure 1. Navigate to Connections & Credentials > Connection & Credential Aliases. 2. Click New. 3. Enter a unique name for the alias and set the Type value to Credential. 4. Click Submit. A new credential alias with a unique ID is created. 5. In the Credentials related list, click New and then select Basic Auth Credentials. 6. On the form, fill in the fields. Table 1. Basic Auth Configuration form \| Field \| Description \| \| --- \| --- \| \| Name \| Name of the authentication configuration. \| \| Username \| User name as provided by Relish. \| \| Password \| Password as provided by Relish. This username and password is used to authenticate the HTTP request when this basic authentication profile is enabled. \| \| Credential alias \| Credential alias created for the Relish configuration. This alias is auto-populated when you create an authentication profile from a credential alias. \| 7. Click Submit.
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/estimate-savings.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/estimate-savings.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/supplier-lifecycle-operations/task/estimate-savings.html	zurich	Estimate savings	The saving estimator tool is used to calculate potential savings from credit card payments. The tool uses default values and allows users to modify billing cycles and other parameters to create new estimates.	[]	[ "Finance and Supply Chain", "Supplier Lifecycle Operations", "Using Supplier Lifecycle Operations", "Using Supplier Payment Optimization" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/task/estimate-savings.html" id="bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/task/estimate-savings.html"><body id="estimate-savings"><main role="main"><article role="article" class="dita" id="estimate-savings" aria-labelledby="title_estimate-savings"> <h1 class="title topictitle1" id="title_estimate-savings">Estimate savings</h1> <div class="body taskbody"><p class="shortdesc">The saving estimator tool is used to calculate potential savings from credit card payments. The tool uses default values and allows users to modify billing cycles and other parameters to create new estimates.</p> <section class="section prereq" id="estimate-savings__task-prereq"><div class="tasklabel"><p class="sectiontitle tasklabel">Before you begin</p></div> <p class="p">Role required: sn_slm.manager or admin</p> <div class="note important note_important"><span class="note__title">Important:</span> Check your entitlements to determine whether you have access to Supplier Payment Optimization.</div> </section> <section><div class="tasklabel"><p class="sectiontitle tasklabel">Procedure</p></div><ol class="ol steps"><li class="li step stepexpand"> <span class="ph cmd">Navigate to <span class="ph menucascade"><span class="ph uicontrol">All</span><abbr> > </abbr><span class="ph uicontrol">Supplier Lifecycle Operations</span><abbr> > </abbr><span class="ph uicontrol">Source-to-Pay Workspace</span></span>.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Under Quick actions, select <span class="ph uicontrol">Manage my suppliers</span>.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Select the supplier for which you want to estimate the savings (by commercial credit card payments).</span> </li><li class="li step stepexpand"> <span class="ph cmd">Select the <span class="ph uicontrol">Spend</span> tab.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Select <span class="ph uicontrol">Launch savings estimator</span> under the <span class="ph uicontrol">Savings calculator</span> section.</span> <div class="itemgroup info"><figure class="fig fignone" id="estimate-savings__fig_kk2_qlm_zfc"> <img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/../image/saving-calculator.png?_LANG=enus" class="image" id="estimate-savings__image_lk2_qlm_zfc" alt="Launch savings estimator"/> </figure>The <span class="ph uicontrol">Virtual card value estimator</span> is displayed.<figure class="fig fignone" id="estimate-savings__fig_bnz_xfv_xfc"> <img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/../image/estimator-tool.png?_LANG=enus" class="image" id="estimate-savings__image_ifr_hgv_xfc" width="400" alt="Virtual card value estimator"/> </figure></div> </li><li class="li step stepexpand"> <span class="ph cmd">Fill in the form with the required values.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Select <span class="ph uicontrol">Create new estimate</span>.</span> <div class="itemgroup info"> <p class="p">The saving estimate is created and saved. You can select <span class="ph uicontrol">View saved estimates</span> to view the list of saved estimates.</p> <figure class="fig fignone" id="estimate-savings__fig_cbj_4mm_zfc"> <img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/../image/saved-estimates.png?_LANG=enus" class="image" id="estimate-savings__image_os2_pmm_zfc" alt="Saved estimates"/> </figure> </div> </li></ol></section> </div> <nav role="navigation"></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Supplier Lifecycle Operations", "topic_id": "product/supplier-lifecycle-operations/concept/supp-mgmt-landing-page.html" }, { "title": "Using Supplier Lifecycle Operations", "topic_id": "product/supplier-lifecycle-operations/concept/use-supp-mgmt.html" }, { "title": "Using Supplier Payment Optimization", "topic_id": "product/supplier-lifecycle-operations/concept/using-supp-payment-opt.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations\">Zurich Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/finance-supply-chain-landing.html\">Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supp-mgmt-landing-page.html\">Supplier Lifecycle Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/use-supp-mgmt.html\">Using Supplier Lifecycle Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/using-supp-payment-opt.html\">Using Supplier Payment Optimization</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">Estimate savings</span>", "bundle_id": "zurich-source-to-pay-operations", "bundle_key": 2735, "bundle_landing_page": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html", "bundle_subtitle": null, "bundle_title": "Zurich Finance and Supply Chain", "canonical_link": null, "dates": { "Added on": "2025-08-05T13:11:54.216332Z", "Created on": "2025-07-09T00:00:00Z", "Initial upload": "2025-07-30T22:25:52.095402Z", "Updated on": "2025-07-31T00:00:00Z" }, "dislike_url": "https://servicenow-be-prod.servicenow.com/dislike/55688918", "dislikes": 0, "es_archived_content": false, "is_in_fav": false, "is_liked": null, "is_watched": false, "keywords": [ " zurich zurich" ], "labels": [ { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "zurich", "navtitle": "Zurich", "outputclasses": [], "subjectHeadId": "versions", "subjectheadNavtitle": "Versions", "visibility": "show-facet" }, { "aliases": [], "hidden": false, "isSubjectHead": false, "key": "slcmgmt", "navtitle": "Supplier Lifecycle Operations", "outputclasses": [], "subjectHeadId": "products", "subjectheadNavtitle": "Products", "visibility": "show-facet" } ], "labels_text": "Versions > Zurich; 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The tool uses default values and allows users to modify billing cycles and other parameters to create new estimates.</p>\n <section class=\"section prereq\" id=\"estimate-savings__task-prereq\"><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">Before you begin</p></div>\n <p class=\"p\">Role required: sn_slm.manager or admin</p>\n <div class=\"note important note_important\"><span class=\"note__title\">Important:</span> Check your entitlements to determine whether you have access to Supplier Payment Optimization.</div>\n </section>\n <section><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">Procedure</p></div><ol class=\"ol steps\"><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Navigate to <span class=\"ph menucascade\"><span class=\"ph uicontrol\">All</span><abbr> > </abbr><span class=\"ph uicontrol\">Supplier Lifecycle Operations</span><abbr> > </abbr><span class=\"ph uicontrol\">Source-to-Pay Workspace</span></span>.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Under Quick actions, select <span class=\"ph uicontrol\">Manage my suppliers</span>.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select the supplier for which you want to estimate the savings (by commercial credit card payments).</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select the <span class=\"ph uicontrol\">Spend</span> tab.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select <span class=\"ph uicontrol\">Launch savings estimator</span> under the <span class=\"ph uicontrol\">Savings calculator</span> section.</span>\n <div class=\"itemgroup info\"><figure class=\"fig fignone\" id=\"estimate-savings__fig_kk2_qlm_zfc\">\n <img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/../image/saving-calculator.png?_LANG=enus\" class=\"image\" id=\"estimate-savings__image_lk2_qlm_zfc\" alt=\"Launch savings estimator\"/>\n </figure>The <span class=\"ph uicontrol\">Virtual card value estimator</span> is displayed.<figure class=\"fig fignone\" id=\"estimate-savings__fig_bnz_xfv_xfc\">\n <img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/../image/estimator-tool.png?_LANG=enus\" class=\"image\" id=\"estimate-savings__image_ifr_hgv_xfc\" width=\"400\" alt=\"Virtual card value estimator\"/>\n </figure></div>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Fill in the form with the required values.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select <span class=\"ph uicontrol\">Create new estimate</span>.</span>\n <div class=\"itemgroup info\">\n <p class=\"p\">The saving estimate is created and saved. You can select <span class=\"ph uicontrol\">View saved estimates</span> to view the list of saved estimates.</p>\n <figure class=\"fig fignone\" id=\"estimate-savings__fig_cbj_4mm_zfc\">\n <img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/../image/saved-estimates.png?_LANG=enus\" class=\"image\" id=\"estimate-savings__image_os2_pmm_zfc\" alt=\"Saved estimates\"/>\n </figure>\n </div>\n </li></ol></section>\n </div>\n<nav role=\"navigation\"></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Estimate savings The saving estimator tool is used to calculate potential savings from credit card payments. The tool uses default values and allows users to modify billing cycles and other parameters to create new estimates. ## Before you begin Role required: sn\_slm.manager or admin Important: Check your entitlements to determine whether you have access to Supplier Payment Optimization. ## Procedure 1. Navigate to All > Supplier Lifecycle Operations > Source-to-Pay Workspace. 2. Under Quick actions, select Manage my suppliers. 3. Select the supplier for which you want to estimate the savings (by commercial credit card payments). 4. Select the Spend tab. 5. Select Launch savings estimator under the Savings calculator section. The Virtual card value estimator is displayed. 6. Fill in the form with the required values. 7. Select Create new estimate. The saving estimate is created and saved. You can select View saved estimates to view the list of saved estimates.	--- title: Estimate savings description: The saving estimator tool is used to calculate potential savings from credit card payments. The tool uses default values and allows users to modify billing cycles and other parameters to create new estimates. keywords: [] breadcrumbs: - Finance and Supply Chain - Supplier Lifecycle Operations - Using Supplier Lifecycle Operations - Using Supplier Payment Optimization --- # Estimate savings The saving estimator tool is used to calculate potential savings from credit card payments. The tool uses default values and allows users to modify billing cycles and other parameters to create new estimates. ## Before you begin Role required: sn\_slm.manager or admin Important: Check your entitlements to determine whether you have access to Supplier Payment Optimization. ## Procedure 1. Navigate to All > Supplier Lifecycle Operations > Source-to-Pay Workspace. 2. Under Quick actions, select Manage my suppliers. 3. Select the supplier for which you want to estimate the savings (by commercial credit card payments). 4. Select the Spend tab. 5. Select Launch savings estimator under the Savings calculator section. The Virtual card value estimator is displayed. 6. Fill in the form with the required values. 7. Select Create new estimate. The saving estimate is created and saved. You can select View saved estimates to view the list of saved estimates.
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/install-supp-mgmt.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/install-supp-mgmt.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/supplier-lifecycle-operations/task/install-supp-mgmt.html	zurich	Install Supplier Case Management	You can install the Supplier Case Management application (com.snc.sn_supplier_mgmt) if you have the admin role. The application includes demo data and installs related ServiceNow® Store applications and plugins if they are not already installed.	[]	[ "Finance and Supply Chain", "Supplier Lifecycle Operations", "Configuring Supplier Lifecycle Operations" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/task/install-supp-mgmt.html" id="bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/task/install-supp-mgmt.html"><body id="install-supp-mgmt"><main role="main"><article role="article" class="dita" id="install-supp-mgmt" aria-labelledby="title_install-supp-mgmt"> <h1 class="title topictitle1" id="title_install-supp-mgmt">Install <span class="ph">Supplier Case Management</span></h1> <div class="body taskbody"><p class="shortdesc">You can install the <span class="ph">Supplier Case Management</span> application (com.snc.sn_supplier_mgmt) if you have the admin role. The application includes demo data and installs related <span class="ph">ServiceNow® Store</span> applications and plugins if they are not already installed.</p> <section class="section prereq" id="install-supp-mgmt__prereq_czd_tm2_fsb"><div class="tasklabel"><p class="sectiontitle tasklabel">Before you begin</p></div> <div class="note important note_important"><span class="note__title">Important:</span> Check your entitlements to determine whether you have access to <span class="ph">Supplier Case Management</span>.</div> <ul class="ul" id="install-supp-mgmt__ul_dzd_tm2_fsb"> <li class="li">Ensure that the application and all of its associated <span class="ph">ServiceNow Store</span> applications have valid <span class="ph">ServiceNow</span> entitlements. For more information, see <a class="xref true-external" href="https://store.servicenow.com/$appstore.do#!/store/help?article=KB0030186" target="_blank">Get entitlement for a <span class="ph">ServiceNow</span> product or application</a>.</li> <li class="li">Review the <a class="xref true-external" href="https://store.servicenow.com/sn_appstore_store.do#!/store/application/2516c903c33030103622aaafc840ddfc" target="_blank">Supplier Case Management</a> application listing in the <span class="ph">ServiceNow Store</span> for information on dependencies, licensing or subscription requirements, and release compatibility.</li> <li class="li">The <span class="ph">Supplier Case Management</span> application (com.snc.sn_supplier_mgmt) installs the following dependent plugins.<ul class="ul" id="install-supp-mgmt__ul_lk5_kkl_hsb"> <li class="li"><span class="ph">Supplier Common Architecture</span> (com.snc.sn_slm)</li> <li class="li">Source-to-Pay Workspace (com.sn_spend_workspace)</li> </ul></li> </ul> <p class="p">Role required: admin</p> </section> <section class="section context" id="install-supp-mgmt__context_ezd_tm2_fsb"><div class="tasklabel"><p class="sectiontitle tasklabel">About this task</p></div> <div class="p">The following items are installed with <span class="ph">Supplier Case Management</span>:<ul class="ul" id="install-supp-mgmt__ul_fzd_tm2_fsb"> <li class="li">Plugins</li> <li class="li">Store applications</li> <li class="li">Roles</li> <li class="li">Tables</li> </ul></div> <p class="p">For more information, see <a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/reference/installed-with-supp-mgmt.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/installed-with-supp-mgmt.html" class="xref" title="Several types of components are installed with activation of Supplier Case Management, including tables and user roles.">Components installed with Supplier Case Management</a>.</p> </section> <section id="install-supp-mgmt__steps_gzd_tm2_fsb"><div class="tasklabel"><p class="sectiontitle tasklabel">Procedure</p></div><ol class="ol steps" id="install-supp-mgmt__steps_gzd_tm2_fsb"><li class="li step stepexpand"> <span class="ph cmd">Navigate to <span class="ph menucascade"><span class="ph uicontrol">All</span><abbr> > </abbr><span class="ph uicontrol">System Applications</span><abbr> > </abbr><span class="ph uicontrol">All Available Applications</span><abbr> > </abbr><span class="ph uicontrol">All</span></span>.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Find the <span class="ph">Supplier Case Management</span> application (sn_supplier_mgmt) using the filter criteria and search bar.</span> <div class="itemgroup info"> <p class="p">You can search for the application by its name or ID. If you cannot find the application, you might have to request it from the <span class="ph">ServiceNow Store</span>.</p> </div> <div class="itemgroup stepresult"> <p class="p">In the list next to the <span class="ph uicontrol">Install</span> button, the versions that are available to you are displayed.</p> </div> </li><li class="li step stepexpand"> <span class="ph cmd">Select a version from the list and select <span class="ph uicontrol">Install</span>.</span> <div class="itemgroup info"> <p class="p" id="install-supp-mgmt__p_id1_nfg_h1c">In the Review Installation Details dialog box that is displayed, any dependencies that are installed along with your application are listed.</p> </div> </li><li class="li step stepexpand"> <span class="ph cmd">If you're prompted, follow the links to the <span class="ph">ServiceNow Store</span> to get any additional entitlements for dependencies.</span> </li><li class="li step stepexpand">(Optional) <span class="ph cmd">If demo data is available and you want to install it, select the <span class="ph uicontrol">Load demo data</span> check box.</span> <div class="itemgroup info">Demo data are the sample records that describe application features for common use cases. Load the demo data when you first install the application on a development or test instance.<div class="note important note_important" id="install-supp-mgmt__note_jd1_nfg_h1c"><span class="note__title">Important:</span> If you don't load the demo data during installation, it's unavailable to load later.</div> </div> </li><li class="li step stepexpand"> <span class="ph cmd">Select <span class="ph uicontrol">Install</span>.</span> </li></ol></section> </div> <nav role="navigation"><dt class="ullinks"></dt><dd class="ullinks"><ul class="ullinks"><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/reference/installed-with-supp-mgmt.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/installed-with-supp-mgmt.html">Components installed with Supplier Case Management</a><p class="shortdesc">Several types of components are installed with activation of <span class="ph">Supplier Case Management</span>, including tables and user roles.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/slo-explicit-roles-plugin.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/slo-explicit-roles-plugin.html">Explicit Roles in Supplier Case Management</a><p class="shortdesc">You can grant access to your instance to both internal and external users. However, it is important to differentiate their access levels for added security. To achieve this, every user must have at least one role, allowing the instance to distinguish between internal and external users.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/reference/slm-plugin-list.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/slm-plugin-list.html">Application plugin installation sequence in Supplier Case Management</a><p class="shortdesc">The following table provides the list of plugins for <span class="ph">Supplier Case Management</span>, a high-level description of each plugin, and the dependencies that are required before installing each plugin.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/smw-upgrade.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/smw-upgrade.html">Prerequisites for upgrading Supplier Case Management to Washington DC or later releases</a><p class="shortdesc">Starting with the <span class="ph">Washington DC</span> release, <span class="ph">Supplier Manager Workspace</span> is being prepared for future deprecation. It will be hidden from the navigation and no longer be activated on new instances but will continue to be supported. <span class="ph">Source-to-Pay Workspace</span> provides the latest experience for this functionality.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/reference/config-prop-supp-mgmt.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/config-prop-supp-mgmt.html">Configure properties for Supplier Case Management</a><p class="shortdesc">Use these properties to configure settings for the <span class="ph">Supplier Case Management</span> application from the Properties page.</p></li><li class="link ulchildlink"><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/post-upgrade-tasks-slo.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/post-upgrade-tasks-slo.html">Post-upgrade tasks for Supplier Case Management</a><p class="shortdesc">After you upgrade to Washington DC, you must review all the post-upgrade tasks and complete them as needed.</p></li></ul></dd></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"><div class="col-md-4"><dt>Related tasks</dt><dd><ul><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/install-supp-central.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/install-supp-central.html" class="link" title="You can install the Supplier Collaboration Portal application (com.snc.sn_supplier_sp) if you have the admin role. The application includes demo data and installs related ServiceNow Store applications and plugins if they are not already installed.">Install Supplier Collaboration Portal</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/install-supplier-ops.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/install-supplier-ops.html" class="link" title="You can install the Supplier Operations application (com.snc.sn_so) to access advanced case management capabilities to handle key supplier lifecycle events.">Install Supplier Operations</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/configure-pdf-template-sign-doc-task.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/configure-pdf-template-sign-doc-task.html" class="link" title="Create and configure the document template that enables you to collect e-signatures from multiple participants and generate a filled PDF document.">Configure the document template for the Sign document action type for supplier task</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/enable-m2m-supplier-contacts.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/enable-m2m-supplier-contacts.html" class="link" title="Many-to-many (M2M) mapping between supplier contact and suppliers enables one supplier contact to be the contact for multiple suppliers, provided the suppliers share a parent-subsidiary relationship.">Enable M2M mapping between supplier contact and suppliers</a></li></ul></dd></div><div class="col-md-4"><dt>Related concepts</dt><dd><ul><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/supp-doc-mgmt-overview.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supp-doc-mgmt-overview.html" class="link" title="Supplier Lifecycle Operations uses the ServiceNow Document Management functionality to enable supplier managers, supplier owners, supplier administrators, and supplier contacts to manage supplier documents.">Supplier Document Management</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/supplier-awa.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supplier-awa.html" class="link" title="Use the Advanced Work Assignment for Supplier Lifecycle Operations feature to automatically assign work items to agents based on availability and capacity.">Advanced Work Assignment for Supplier Lifecycle Operations</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/configuring-supplier-performance-mgmt.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/configuring-supplier-performance-mgmt.html" class="link" title="Define key performance indicators (KPIs) and segmentation criteria to measure supplier performance effectively.">Configure Supplier Relationship and Performance Management</a></li></ul></dd></div></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", 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The application includes demo data and installs related ServiceNow Store applications and plugins if they are not already installed.", "title": "Install Supplier Collaboration Portal", "topic": "/product/supplier-lifecycle-operations/task/install-supp-central.html", "type": "task", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "You can install the Supplier Operations application (com.snc.sn_so) to access advanced case management capabilities to handle key supplier lifecycle events.", "title": "Install Supplier Operations", "topic": "/product/supplier-lifecycle-operations/task/install-supplier-ops.html", "type": "task", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "Supplier Lifecycle Operations uses the ServiceNow Document Management functionality to enable supplier managers, supplier owners, supplier administrators, and supplier contacts to manage supplier documents.", "title": "Supplier Document Management", "topic": "/product/supplier-lifecycle-operations/concept/supp-doc-mgmt-overview.html", "type": "concept", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "Create and configure the document template that enables you to collect e-signatures from multiple participants and generate a filled PDF document.", "title": "Configure the document template for the Sign document action type for supplier task", "topic": "/product/supplier-lifecycle-operations/task/configure-pdf-template-sign-doc-task.html", "type": "task", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "Use the Advanced Work Assignment for Supplier Lifecycle Operations feature to automatically assign work items to agents based on availability and capacity.", "title": "Advanced Work Assignment for Supplier Lifecycle Operations", "topic": "/product/supplier-lifecycle-operations/concept/supplier-awa.html", "type": "concept", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "Many-to-many (M2M) mapping between supplier contact and suppliers enables one supplier contact to be the contact for multiple suppliers, provided the suppliers share a parent-subsidiary relationship.", "title": "Enable M2M mapping between supplier contact and suppliers", "topic": "/product/supplier-lifecycle-operations/task/enable-m2m-supplier-contacts.html", "type": "task", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "Define key performance indicators (KPIs) and segmentation criteria to measure supplier performance effectively.", "title": "Configure Supplier Relationship and Performance Management", "topic": "/product/supplier-lifecycle-operations/concept/configuring-supplier-performance-mgmt.html", "type": "concept", "url": null } ], "search_title": null, "title": "Install Supplier Case Management", "topic_cluster": { "clustered_by": { "enabled": true, "primary_key": "versions", "primary_sort": "top-down", "type": "subjecthead" }, "clustered_labels": [ "versions" ], "clustered_topics": [ { "bundle_id": "yokohama-source-to-pay-operations", "clustering_title": "Yokohama", "es_archived_content": false, "page_id": "product/supplier-lifecycle-operations/task/install-supp-mgmt.html" }, { "bundle_id": "xanadu-source-to-pay-operations", "clustering_title": "Xanadu", "es_archived_content": false, "page_id": "product/supplier-lifecycle-operations/task/install-supp-mgmt.html" }, { "bundle_id": "washingtondc-source-to-pay-operations", "clustering_title": "Washington DC", "es_archived_content": false, "page_id": "product/supplier-lifecycle-operations/task/install-supp-mgmt.html" }, { "bundle_id": "vancouver-source-to-pay-operations", "clustering_title": "Vancouver", "es_archived_content": false, "page_id": "product/supplier-lifecycle-operations/task/install-supp-mgmt.html" } ], "clustering_title": "Zurich" }, "topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/task/install-supp-mgmt.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/task/install-supp-mgmt.html\"><body id=\"install-supp-mgmt\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"install-supp-mgmt\" aria-labelledby=\"title_install-supp-mgmt\">\n <h1 class=\"title topictitle1\" id=\"title_install-supp-mgmt\">Install <span class=\"ph\">Supplier Case Management</span></h1>\n \n \n <div class=\"body taskbody\"><p class=\"shortdesc\">You can install the <span class=\"ph\">Supplier Case Management</span> application (com.snc.sn_supplier_mgmt) if you have the admin role. The application includes demo data and installs related <span class=\"ph\">ServiceNow® Store</span> applications and plugins if they are not already installed.</p>\n <section class=\"section prereq\" id=\"install-supp-mgmt__prereq_czd_tm2_fsb\"><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">Before you begin</p></div>\n <div class=\"note important note_important\"><span class=\"note__title\">Important:</span> Check your entitlements to determine whether you have access to <span class=\"ph\">Supplier Case Management</span>.</div>\n <ul class=\"ul\" id=\"install-supp-mgmt__ul_dzd_tm2_fsb\">\n <li class=\"li\">Ensure that the application and all of its associated <span class=\"ph\">ServiceNow Store</span> applications have valid <span class=\"ph\">ServiceNow</span>\n entitlements. For more information, see <a class=\"xref true-external\" href=\"https://store.servicenow.com/$appstore.do#!/store/help?article=KB0030186\" target=\"_blank\">Get entitlement for a <span class=\"ph\">ServiceNow</span>\n product or application</a>.</li>\n <li class=\"li\">Review the <a class=\"xref true-external\" href=\"https://store.servicenow.com/sn_appstore_store.do#!/store/application/2516c903c33030103622aaafc840ddfc\" target=\"_blank\">Supplier Case Management</a> application listing in the <span class=\"ph\">ServiceNow Store</span> for information on dependencies, licensing or subscription requirements, and release compatibility.</li>\n <li class=\"li\">The <span class=\"ph\">Supplier Case Management</span> application (com.snc.sn_supplier_mgmt) installs the following dependent plugins.<ul class=\"ul\" id=\"install-supp-mgmt__ul_lk5_kkl_hsb\">\n <li class=\"li\"><span class=\"ph\">Supplier Common Architecture</span> (com.snc.sn_slm)</li>\n <li class=\"li\">Source-to-Pay Workspace (com.sn_spend_workspace)</li>\n </ul></li>\n </ul>\n <p class=\"p\">Role required: admin</p>\n </section>\n <section class=\"section context\" id=\"install-supp-mgmt__context_ezd_tm2_fsb\"><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">About this task</p></div>\n <div class=\"p\">The following items are installed with <span class=\"ph\">Supplier Case Management</span>:<ul class=\"ul\" id=\"install-supp-mgmt__ul_fzd_tm2_fsb\">\n <li class=\"li\">Plugins</li>\n <li class=\"li\">Store applications</li>\n <li class=\"li\">Roles</li>\n <li class=\"li\">Tables</li>\n </ul></div>\n <p class=\"p\">For more information, see <a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/reference/installed-with-supp-mgmt.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/installed-with-supp-mgmt.html\" class=\"xref\" title=\"Several types of components are installed with activation of Supplier Case Management, including tables and user roles.\">Components installed with Supplier Case Management</a>.</p>\n \n </section>\n <section id=\"install-supp-mgmt__steps_gzd_tm2_fsb\"><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">Procedure</p></div><ol class=\"ol steps\" id=\"install-supp-mgmt__steps_gzd_tm2_fsb\"><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Navigate to <span class=\"ph menucascade\"><span class=\"ph uicontrol\">All</span><abbr> > </abbr><span class=\"ph uicontrol\">System Applications</span><abbr> > </abbr><span class=\"ph uicontrol\">All Available Applications</span><abbr> > </abbr><span class=\"ph uicontrol\">All</span></span>.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Find the <span class=\"ph\">Supplier Case Management</span> application (sn_supplier_mgmt) using the filter criteria and search bar.</span>\n <div class=\"itemgroup info\">\n <p class=\"p\">You can search for the application by its name or ID. If you cannot find the application, you might have to request it from the <span class=\"ph\">ServiceNow Store</span>.</p>\n </div>\n <div class=\"itemgroup stepresult\">\n <p class=\"p\">In the list next to the <span class=\"ph uicontrol\">Install</span> button, the versions that are available to you are displayed.</p>\n </div>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select a version from the list and select <span class=\"ph uicontrol\">Install</span>.</span>\n <div class=\"itemgroup info\">\n <p class=\"p\" id=\"install-supp-mgmt__p_id1_nfg_h1c\">In the Review Installation Details dialog box that is displayed, any dependencies that are installed along with your application are listed.</p>\n </div>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">If you're prompted, follow the links to the <span class=\"ph\">ServiceNow Store</span> to get any additional entitlements for dependencies.</span>\n </li><li class=\"li step stepexpand\">(Optional) \n <span class=\"ph cmd\">If demo data is available and you want to install it, select the\n <span class=\"ph uicontrol\">Load demo data</span> check box.</span>\n <div class=\"itemgroup info\">Demo data are the sample records that describe application features for common use cases. Load the demo data when you first install the application on a development or test instance.<div class=\"note important note_important\" id=\"install-supp-mgmt__note_jd1_nfg_h1c\"><span class=\"note__title\">Important:</span> If you don't load the demo data during installation, it's unavailable to load later.</div>\n </div>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select <span class=\"ph uicontrol\">Install</span>.</span>\n </li></ol></section>\n </div>\n<nav role=\"navigation\"><dt class=\"ullinks\"></dt><dd class=\"ullinks\"><ul class=\"ullinks\"><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/reference/installed-with-supp-mgmt.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/installed-with-supp-mgmt.html\">Components installed with Supplier Case Management</a><p class=\"shortdesc\">Several types of components are installed with activation of <span class=\"ph\">Supplier Case Management</span>, including tables and user roles.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/slo-explicit-roles-plugin.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/slo-explicit-roles-plugin.html\">Explicit Roles in Supplier Case Management</a><p class=\"shortdesc\">You can grant access to your instance to both internal and external users. However, it is important to differentiate their access levels for added security. To achieve this, every user must have at least one role, allowing the instance to distinguish between internal and external users.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/reference/slm-plugin-list.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/slm-plugin-list.html\">Application plugin installation sequence in Supplier Case Management</a><p class=\"shortdesc\">The following table provides the list of plugins for <span class=\"ph\">Supplier Case Management</span>, a high-level description of each plugin, and the dependencies that are required before installing each plugin.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/smw-upgrade.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/smw-upgrade.html\">Prerequisites for upgrading Supplier Case Management to Washington DC or later releases</a><p class=\"shortdesc\">Starting with the <span class=\"ph\">Washington DC</span> release, <span class=\"ph\">Supplier Manager Workspace</span> is being prepared for future deprecation. It will be hidden from the navigation and no longer be activated on new instances but will continue to be supported. <span class=\"ph\">Source-to-Pay Workspace</span> provides the latest experience for this functionality.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/reference/config-prop-supp-mgmt.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/reference/config-prop-supp-mgmt.html\">Configure properties for Supplier Case Management</a><p class=\"shortdesc\">Use these properties to configure settings for the <span class=\"ph\">Supplier Case Management</span> application from the Properties page.</p></li><li class=\"link ulchildlink\"><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/post-upgrade-tasks-slo.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/post-upgrade-tasks-slo.html\">Post-upgrade tasks for Supplier Case Management</a><p class=\"shortdesc\">After you upgrade to Washington DC, you must review all the post-upgrade tasks and complete them as needed.</p></li></ul></dd></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"><div class=\"col-md-4\"><dt>Related tasks</dt><dd><ul><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/install-supp-central.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/install-supp-central.html\" class=\"link\" title=\"You can install the Supplier Collaboration Portal application (com.snc.sn_supplier_sp) if you have the admin role. The application includes demo data and installs related ServiceNow Store applications and plugins if they are not already installed.\">Install Supplier Collaboration Portal</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/install-supplier-ops.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/install-supplier-ops.html\" class=\"link\" title=\"You can install the Supplier Operations application (com.snc.sn_so) to access advanced case management capabilities to handle key supplier lifecycle events.\">Install Supplier Operations</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/configure-pdf-template-sign-doc-task.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/configure-pdf-template-sign-doc-task.html\" class=\"link\" title=\"Create and configure the document template that enables you to collect e-signatures from multiple participants and generate a filled PDF document.\">Configure the document template for the Sign document action type for supplier task</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/enable-m2m-supplier-contacts.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/enable-m2m-supplier-contacts.html\" class=\"link\" title=\"Many-to-many (M2M) mapping between supplier contact and suppliers enables one supplier contact to be the contact for multiple suppliers, provided the suppliers share a parent-subsidiary relationship.\">Enable M2M mapping between supplier contact and suppliers</a></li></ul></dd></div><div class=\"col-md-4\"><dt>Related concepts</dt><dd><ul><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/supp-doc-mgmt-overview.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supp-doc-mgmt-overview.html\" class=\"link\" title=\"Supplier Lifecycle Operations uses the ServiceNow Document Management functionality to enable supplier managers, supplier owners, supplier administrators, and supplier contacts to manage supplier documents.\">Supplier Document Management</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/supplier-awa.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supplier-awa.html\" class=\"link\" title=\"Use the Advanced Work Assignment for Supplier Lifecycle Operations feature to automatically assign work items to agents based on availability and capacity.\">Advanced Work Assignment for Supplier Lifecycle Operations</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/configuring-supplier-performance-mgmt.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/configuring-supplier-performance-mgmt.html\" class=\"link\" title=\"Define key performance indicators (KPIs) and segmentation criteria to measure supplier performance effectively.\">Configure Supplier Relationship and Performance Management</a></li></ul></dd></div></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Install Supplier Case Management You can install the Supplier Case Management application (com.snc.sn\_supplier\_mgmt) if you have the admin role. The application includes demo data and installs related ServiceNow® Store applications and plugins if they are not already installed. ## Before you begin Important: Check your entitlements to determine whether you have access to Supplier Case Management. * Ensure that the application and all of its associated ServiceNow Store applications have valid ServiceNow entitlements. For more information, see Get entitlement for a ServiceNow product or application. * Review the Supplier Case Management application listing in the ServiceNow Store for information on dependencies, licensing or subscription requirements, and release compatibility. * The Supplier Case Management application (com.snc.sn\_supplier\_mgmt) installs the following dependent plugins. + Supplier Common Architecture (com.snc.sn\_slm) + Source-to-Pay Workspace (com.sn\_spend\_workspace) Role required: admin ## About this task The following items are installed with Supplier Case Management: * Plugins * Store applications * Roles * Tables For more information, see Components installed with Supplier Case Management. ## Procedure 1. Navigate to All > System Applications > All Available Applications > All. 2. Find the Supplier Case Management application (sn\_supplier\_mgmt) using the filter criteria and search bar. You can search for the application by its name or ID. If you cannot find the application, you might have to request it from the ServiceNow Store. In the list next to the Install button, the versions that are available to you are displayed. 3. Select a version from the list and select Install. In the Review Installation Details dialog box that is displayed, any dependencies that are installed along with your application are listed. 4. If you're prompted, follow the links to the ServiceNow Store to get any additional entitlements for dependencies. 5. (Optional) If demo data is available and you want to install it, select the Load demo data check box. Demo data are the sample records that describe application features for common use cases. Load the demo data when you first install the application on a development or test instance.Important: If you don't load the demo data during installation, it's unavailable to load later. 6. Select Install.	--- title: Install Supplier Case Management description: "You can install the Supplier Case Management application (com.snc.sn_supplier_mgmt)\ \ if you have the admin role. The application includes demo data and installs related\ \ ServiceNow\xAE Store applications and plugins if they are not already installed." keywords: [] breadcrumbs: - Finance and Supply Chain - Supplier Lifecycle Operations - Configuring Supplier Lifecycle Operations --- # Install Supplier Case Management You can install the Supplier Case Management application (com.snc.sn\_supplier\_mgmt) if you have the admin role. The application includes demo data and installs related ServiceNow® Store applications and plugins if they are not already installed. ## Before you begin Important: Check your entitlements to determine whether you have access to Supplier Case Management. * Ensure that the application and all of its associated ServiceNow Store applications have valid ServiceNow entitlements. For more information, see Get entitlement for a ServiceNow product or application. * Review the Supplier Case Management application listing in the ServiceNow Store for information on dependencies, licensing or subscription requirements, and release compatibility. * The Supplier Case Management application (com.snc.sn\_supplier\_mgmt) installs the following dependent plugins. + Supplier Common Architecture (com.snc.sn\_slm) + Source-to-Pay Workspace (com.sn\_spend\_workspace) Role required: admin ## About this task The following items are installed with Supplier Case Management: * Plugins * Store applications * Roles * Tables For more information, see Components installed with Supplier Case Management. ## Procedure 1. Navigate to All > System Applications > All Available Applications > All. 2. Find the Supplier Case Management application (sn\_supplier\_mgmt) using the filter criteria and search bar. You can search for the application by its name or ID. If you cannot find the application, you might have to request it from the ServiceNow Store. In the list next to the Install button, the versions that are available to you are displayed. 3. Select a version from the list and select Install. In the Review Installation Details dialog box that is displayed, any dependencies that are installed along with your application are listed. 4. If you're prompted, follow the links to the ServiceNow Store to get any additional entitlements for dependencies. 5. (Optional) If demo data is available and you want to install it, select the Load demo data check box. Demo data are the sample records that describe application features for common use cases. Load the demo data when you first install the application on a development or test instance.Important: If you don't load the demo data during installation, it's unavailable to load later. 6. Select Install.
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/install-supplier-ops.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/install-supplier-ops.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/supplier-lifecycle-operations/task/install-supplier-ops.html	zurich	Install Supplier Operations	You can install the Supplier Operations application (com.snc.sn_so) to access advanced case management capabilities to handle key supplier lifecycle events.	[]	[ "Finance and Supply Chain", "Supplier Lifecycle Operations", "Configuring Supplier Lifecycle Operations" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/task/install-supplier-ops.html" id="bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/task/install-supplier-ops.html"><body id="install-supplier-ops"><main role="main"><article role="article" class="dita" id="install-supplier-ops" aria-labelledby="title_install-supplier-ops"> <h1 class="title topictitle1" id="title_install-supplier-ops">Install Supplier Operations</h1> <div class="body taskbody"><p class="shortdesc">You can install the Supplier Operations application (com.snc.sn_so) to access advanced case management capabilities to handle key supplier lifecycle events.</p> <section class="section prereq" id="install-supplier-ops__task-prereq"><div class="tasklabel"><p class="sectiontitle tasklabel">Before you begin</p></div> <div class="note important note_important"><span class="note__title">Important:</span> Check your entitlements to determine whether you have access to Supplier Operations.</div> <p class="p">Role required: admin</p> <div class="p">To install Supplier Operations, the following plugins have to be installed:<ul class="ul" id="install-supplier-ops__ul_acd_r23_wfc"> <li class="li"><span class="ph uicontrol">Required plugin</span>: Supplier Operations (com.snc.sn_so)</li> <li class="li"><span class="ph uicontrol">Dependent plugins</span>:<ul class="ul" id="install-supplier-ops__ul_bcd_r23_wfc"> <li class="li">Supplier Case Management (com.snc.sn_supplier_mgmt)</li> <li class="li">Document Management (com.snc.platform_document_management)</li> </ul></li> </ul> <div class="note note note_note"><span class="note__title">Note:</span> The application installs required <span class="ph">ServiceNow® Store</span> applications and plugins if they are not already installed.</div></div> </section> <section><div class="tasklabel"><p class="sectiontitle tasklabel">Procedure</p></div><ol class="ol steps"><li class="li step stepexpand"> <span class="ph cmd">Navigate to <span class="ph menucascade"><span class="ph uicontrol">All</span><abbr> > </abbr><span class="ph uicontrol">System Applications</span><abbr> > </abbr><span class="ph uicontrol">All Available Applications</span><abbr> > </abbr><span class="ph uicontrol">All</span></span>.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Find the Supplier Operations application (com.snc.sn_so) using the filter criteria and search bar.</span> <div class="itemgroup info"> <p class="p">You can search for the application by its name or ID. If you cannot find the application, you might have to request it from the <span class="ph">ServiceNow Store</span>.</p> </div> <div class="itemgroup stepresult"></div> </li><li class="li step stepexpand"> <span class="ph cmd">Select a version from the list and select <span class="ph uicontrol">Install</span>.</span> <div class="itemgroup info"> <p class="p" id="install-supplier-ops__p_id1_nfg_h1c">In the Review Installation Details dialog box that is displayed, any dependencies that are installed along with your application are listed.</p> </div> </li><li class="li step stepexpand"> <span class="ph cmd">If you're prompted, follow the links to the <span class="ph">ServiceNow Store</span> to get any additional entitlements for dependencies.</span> </li><li class="li step stepexpand">(Optional) <span class="ph cmd">If demo data is available and you want to install it, select the <span class="ph uicontrol">Load demo data</span> check box.</span> <div class="itemgroup info">Demo data are the sample records that describe application features for common use cases. Load the demo data when you first install the application on a development or test instance.<div class="note important note_important" id="install-supplier-ops__note_jd1_nfg_h1c"><span class="note__title">Important:</span> If you don't load the demo data during installation, it's unavailable to load later.</div> </div> </li><li class="li step stepexpand"> <span class="ph cmd">Select <span class="ph uicontrol">Install</span>.</span> </li></ol></section> </div> <nav role="navigation"></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"><div class="col-md-4"><dt>Related tasks</dt><dd><ul><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/install-supp-mgmt.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/install-supp-mgmt.html" class="link" title="You can install the Supplier Case Management application (com.snc.sn_supplier_mgmt) if you have the admin role. The application includes demo data and installs related ServiceNow Store applications and plugins if they are not already installed.">Install Supplier Case Management</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/install-supp-central.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/install-supp-central.html" class="link" title="You can install the Supplier Collaboration Portal application (com.snc.sn_supplier_sp) if you have the admin role. The application includes demo data and installs related ServiceNow Store applications and plugins if they are not already installed.">Install Supplier Collaboration Portal</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/configure-pdf-template-sign-doc-task.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/configure-pdf-template-sign-doc-task.html" class="link" title="Create and configure the document template that enables you to collect e-signatures from multiple participants and generate a filled PDF document.">Configure the document template for the Sign document action type for supplier task</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/enable-m2m-supplier-contacts.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/enable-m2m-supplier-contacts.html" class="link" title="Many-to-many (M2M) mapping between supplier contact and suppliers enables one supplier contact to be the contact for multiple suppliers, provided the suppliers share a parent-subsidiary relationship.">Enable M2M mapping between supplier contact and suppliers</a></li></ul></dd></div><div class="col-md-4"><dt>Related concepts</dt><dd><ul><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/supp-doc-mgmt-overview.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supp-doc-mgmt-overview.html" class="link" title="Supplier Lifecycle Operations uses the ServiceNow Document Management functionality to enable supplier managers, supplier owners, supplier administrators, and supplier contacts to manage supplier documents.">Supplier Document Management</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/supplier-awa.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supplier-awa.html" class="link" title="Use the Advanced Work Assignment for Supplier Lifecycle Operations feature to automatically assign work items to agents based on availability and capacity.">Advanced Work Assignment for Supplier Lifecycle Operations</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/configuring-supplier-performance-mgmt.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/configuring-supplier-performance-mgmt.html" class="link" title="Define key performance indicators (KPIs) and segmentation criteria to measure supplier performance effectively.">Configure Supplier Relationship and Performance Management</a></li></ul></dd></div></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Supplier Lifecycle Operations", "topic_id": "product/supplier-lifecycle-operations/concept/supp-mgmt-landing-page.html" }, { "title": "Configuring Supplier Lifecycle Operations", "topic_id": "product/supplier-lifecycle-operations/concept/config-supp-mgmt.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations\">Zurich Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/finance-supply-chain-landing.html\">Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supp-mgmt-landing-page.html\">Supplier Lifecycle Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/config-supp-mgmt.html\">Configuring Supplier Lifecycle Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">Install Supplier Operations</span>", "bundle_id": "zurich-source-to-pay-operations", "bundle_key": 2735, "bundle_landing_page": 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between supplier contact and suppliers", "topic": "/product/supplier-lifecycle-operations/task/enable-m2m-supplier-contacts.html", "type": "task", "url": null }, { "bundle": "zurich-source-to-pay-operations", "role": null, "scope": "internal", "shortDes": "Define key performance indicators (KPIs) and segmentation criteria to measure supplier performance effectively.", "title": "Configure Supplier Relationship and Performance Management", "topic": "/product/supplier-lifecycle-operations/concept/configuring-supplier-performance-mgmt.html", "type": "concept", "url": null } ], "search_title": null, "title": "Install Supplier Operations", "topic_cluster": { "clustered_by": { "enabled": true, "primary_key": "versions", "primary_sort": "top-down", "type": "subjecthead" }, "clustered_labels": [ "versions" ], "clustered_topics": [], "clustering_title": "Zurich" }, "topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/task/install-supplier-ops.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/task/install-supplier-ops.html\"><body id=\"install-supplier-ops\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"install-supplier-ops\" aria-labelledby=\"title_install-supplier-ops\">\n <h1 class=\"title topictitle1\" id=\"title_install-supplier-ops\">Install Supplier Operations</h1>\n \n \n <div class=\"body taskbody\"><p class=\"shortdesc\">You can install the Supplier Operations application (com.snc.sn_so) to access advanced case management capabilities to handle key supplier lifecycle events.</p>\n <section class=\"section prereq\" id=\"install-supplier-ops__task-prereq\"><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">Before you begin</p></div>\n <div class=\"note important note_important\"><span class=\"note__title\">Important:</span> Check your entitlements to determine whether you have access to Supplier Operations.</div>\n <p class=\"p\">Role required: admin</p>\n <div class=\"p\">To install Supplier Operations, the following plugins have to be installed:<ul class=\"ul\" id=\"install-supplier-ops__ul_acd_r23_wfc\">\n <li class=\"li\"><span class=\"ph uicontrol\">Required plugin</span>: Supplier Operations (com.snc.sn_so)</li>\n <li class=\"li\"><span class=\"ph uicontrol\">Dependent plugins</span>:<ul class=\"ul\" id=\"install-supplier-ops__ul_bcd_r23_wfc\">\n <li class=\"li\">Supplier Case Management (com.snc.sn_supplier_mgmt)</li>\n <li class=\"li\">Document Management (com.snc.platform_document_management)</li>\n </ul></li>\n </ul>\n <div class=\"note note note_note\"><span class=\"note__title\">Note:</span> The application installs required <span class=\"ph\">ServiceNow® Store</span> applications and plugins if they are not already installed.</div></div>\n </section>\n <section><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">Procedure</p></div><ol class=\"ol steps\"><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Navigate to <span class=\"ph menucascade\"><span class=\"ph uicontrol\">All</span><abbr> > </abbr><span class=\"ph uicontrol\">System Applications</span><abbr> > </abbr><span class=\"ph uicontrol\">All Available Applications</span><abbr> > </abbr><span class=\"ph uicontrol\">All</span></span>.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Find the Supplier Operations application (com.snc.sn_so) using the filter criteria and search bar.</span>\n <div class=\"itemgroup info\">\n <p class=\"p\">You can search for the application by its name or ID. If you cannot find the application, you might have to request it from the <span class=\"ph\">ServiceNow Store</span>.</p>\n </div>\n <div class=\"itemgroup stepresult\"></div>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select a version from the list and select <span class=\"ph uicontrol\">Install</span>.</span>\n <div class=\"itemgroup info\">\n <p class=\"p\" id=\"install-supplier-ops__p_id1_nfg_h1c\">In the Review Installation Details dialog box that is displayed, any dependencies that are installed along with your application are listed.</p>\n </div>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">If you're prompted, follow the links to the <span class=\"ph\">ServiceNow Store</span> to get any additional entitlements for dependencies.</span>\n </li><li class=\"li step stepexpand\">(Optional) \n <span class=\"ph cmd\">If demo data is available and you want to install it, select the\n <span class=\"ph uicontrol\">Load demo data</span> check box.</span>\n <div class=\"itemgroup info\">Demo data are the sample records that describe application features for common use cases. Load the demo data when you first install the application on a development or test instance.<div class=\"note important note_important\" id=\"install-supplier-ops__note_jd1_nfg_h1c\"><span class=\"note__title\">Important:</span> If you don't load the demo data during installation, it's unavailable to load later.</div>\n </div>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select <span class=\"ph uicontrol\">Install</span>.</span>\n </li></ol></section>\n </div>\n<nav role=\"navigation\"></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"><div class=\"col-md-4\"><dt>Related tasks</dt><dd><ul><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/install-supp-mgmt.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/install-supp-mgmt.html\" class=\"link\" title=\"You can install the Supplier Case Management application (com.snc.sn_supplier_mgmt) if you have the admin role. The application includes demo data and installs related ServiceNow Store applications and plugins if they are not already installed.\">Install Supplier Case Management</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/install-supp-central.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/install-supp-central.html\" class=\"link\" title=\"You can install the Supplier Collaboration Portal application (com.snc.sn_supplier_sp) if you have the admin role. The application includes demo data and installs related ServiceNow Store applications and plugins if they are not already installed.\">Install Supplier Collaboration Portal</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/configure-pdf-template-sign-doc-task.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/configure-pdf-template-sign-doc-task.html\" class=\"link\" title=\"Create and configure the document template that enables you to collect e-signatures from multiple participants and generate a filled PDF document.\">Configure the document template for the Sign document action type for supplier task</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/enable-m2m-supplier-contacts.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/enable-m2m-supplier-contacts.html\" class=\"link\" title=\"Many-to-many (M2M) mapping between supplier contact and suppliers enables one supplier contact to be the contact for multiple suppliers, provided the suppliers share a parent-subsidiary relationship.\">Enable M2M mapping between supplier contact and suppliers</a></li></ul></dd></div><div class=\"col-md-4\"><dt>Related concepts</dt><dd><ul><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/supp-doc-mgmt-overview.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supp-doc-mgmt-overview.html\" class=\"link\" title=\"Supplier Lifecycle Operations uses the ServiceNow Document Management functionality to enable supplier managers, supplier owners, supplier administrators, and supplier contacts to manage supplier documents.\">Supplier Document Management</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/supplier-awa.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supplier-awa.html\" class=\"link\" title=\"Use the Advanced Work Assignment for Supplier Lifecycle Operations feature to automatically assign work items to agents based on availability and capacity.\">Advanced Work Assignment for Supplier Lifecycle Operations</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/configuring-supplier-performance-mgmt.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/configuring-supplier-performance-mgmt.html\" class=\"link\" title=\"Define key performance indicators (KPIs) and segmentation criteria to measure supplier performance effectively.\">Configure Supplier Relationship and Performance Management</a></li></ul></dd></div></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Install Supplier Operations You can install the Supplier Operations application (com.snc.sn\_so) to access advanced case management capabilities to handle key supplier lifecycle events. ## Before you begin Important: Check your entitlements to determine whether you have access to Supplier Operations. Role required: admin To install Supplier Operations, the following plugins have to be installed: * Required plugin: Supplier Operations (com.snc.sn\_so) * Dependent plugins: + Supplier Case Management (com.snc.sn\_supplier\_mgmt) + Document Management (com.snc.platform\_document\_management) Note: The application installs required ServiceNow® Store applications and plugins if they are not already installed. ## Procedure 1. Navigate to All > System Applications > All Available Applications > All. 2. Find the Supplier Operations application (com.snc.sn\_so) using the filter criteria and search bar. You can search for the application by its name or ID. If you cannot find the application, you might have to request it from the ServiceNow Store. 3. Select a version from the list and select Install. In the Review Installation Details dialog box that is displayed, any dependencies that are installed along with your application are listed. 4. If you're prompted, follow the links to the ServiceNow Store to get any additional entitlements for dependencies. 5. (Optional) If demo data is available and you want to install it, select the Load demo data check box. Demo data are the sample records that describe application features for common use cases. Load the demo data when you first install the application on a development or test instance.Important: If you don't load the demo data during installation, it's unavailable to load later. 6. Select Install.	--- title: Install Supplier Operations description: You can install the Supplier Operations application (com.snc.sn_so) to access advanced case management capabilities to handle key supplier lifecycle events. keywords: [] breadcrumbs: - Finance and Supply Chain - Supplier Lifecycle Operations - Configuring Supplier Lifecycle Operations --- # Install Supplier Operations You can install the Supplier Operations application (com.snc.sn\_so) to access advanced case management capabilities to handle key supplier lifecycle events. ## Before you begin Important: Check your entitlements to determine whether you have access to Supplier Operations. Role required: admin To install Supplier Operations, the following plugins have to be installed: * Required plugin: Supplier Operations (com.snc.sn\_so) * Dependent plugins: + Supplier Case Management (com.snc.sn\_supplier\_mgmt) + Document Management (com.snc.platform\_document\_management) Note: The application installs required ServiceNow® Store applications and plugins if they are not already installed. ## Procedure 1. Navigate to All > System Applications > All Available Applications > All. 2. Find the Supplier Operations application (com.snc.sn\_so) using the filter criteria and search bar. You can search for the application by its name or ID. If you cannot find the application, you might have to request it from the ServiceNow Store. 3. Select a version from the list and select Install. In the Review Installation Details dialog box that is displayed, any dependencies that are installed along with your application are listed. 4. If you're prompted, follow the links to the ServiceNow Store to get any additional entitlements for dependencies. 5. (Optional) If demo data is available and you want to install it, select the Load demo data check box. Demo data are the sample records that describe application features for common use cases. Load the demo data when you first install the application on a development or test instance.Important: If you don't load the demo data during installation, it's unavailable to load later. 6. Select Install.
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/start-chat-portal.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/start-chat-portal.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/supplier-lifecycle-operations/task/start-chat-portal.html	zurich	Start a chat session from the Supplier Collaboration Portal	As a supplier contact, you can start a chat session from the Supplier Collaboration Portal and interact with supplier fulfillers.	[]	[ "Finance and Supply Chain", "Supplier Lifecycle Operations", "Using Supplier Lifecycle Operations", "Using Supplier Collaboration Portal" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/task/start-chat-portal.html" id="bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/task/start-chat-portal.html"><body id="start-chat-portal"><main role="main"><article role="article" class="dita" id="start-chat-portal" aria-labelledby="title_start-chat-portal"> <h1 class="title topictitle1" id="title_start-chat-portal">Start a chat session from the <span class="ph">Supplier Collaboration Portal</span></h1> <div class="body taskbody"><p class="shortdesc">As a supplier contact, you can start a chat session from the <span class="ph">Supplier Collaboration Portal</span> and interact with supplier fulfillers.</p> <section class="section prereq"><div class="tasklabel"><p class="sectiontitle tasklabel">Before you begin</p></div> <div class="note important note_important"><span class="note__title">Important:</span> Check your entitlements to determine whether you have access to Live Agent Support. The chat functionality is available only if Supplier Operations (com.snc.sn_so) and its dependent plugins Supplier Case Management (com.snc.sn_supplier_mgmt) and Document Management (com.snc.platform_document_management) are installed.</div> <p class="p">Role required: sn_slm.contact</p> </section> <section class="section context" id="start-chat-portal__context_s4r_55l_vwb"><div class="tasklabel"><p class="sectiontitle tasklabel">About this task</p></div> <p class="p">By starting a chat session, supplier contacts can interact directly with supplier fulfillers and get immediate responses to their queries or issues.</p> </section> <section><div class="tasklabel"><p class="sectiontitle tasklabel">Procedure</p></div><ol class="ol steps"><li class="li step stepexpand"> <span class="ph cmd">Navigate to the <span class="ph">Supplier Collaboration Portal</span> home page by accessing your instance URL and adding a /supplier suffix.</span> <div class="itemgroup info">For example, <span class="ph filepath">https://example.com/supplier</span>.</div> </li><li class="li step stepexpand"> <span class="ph cmd">Select the Open chat window icon (<img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/../image/open-chat-window-icon.png?_LANG=enus" class="image icon" id="start-chat-portal__image_tqn_jwl_vwb" alt="Open chat window icon"/>) to start a chat session.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Select <span class="ph uicontrol">Show me everything</span>, and then select <span class="ph uicontrol">Live Agent Support</span>.</span> <div class="itemgroup info">The "Routing you to a live agent…" message is displayed. <p class="p">The maximum wait time to connect with a live agent is 2 minutes.</p><p class="p">After a live agent accepts your chat request, the "Agent has joined" message is displayed in the chat window.</p></div> </li><li class="li step stepexpand"> <span class="ph cmd">To chat with the live agent, enter a message and select the send icon (<img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/../image/send-chat-icon.png?_LANG=enus" class="image icon" id="start-chat-portal__image_hvy_dzy_5wb" alt="Send chat icon"/>).</span> </li><li class="li step stepexpand"> <span class="ph cmd">To end the chat session, select the end chat icon (<img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/../image/end-chat-icon.png?_LANG=enus" class="image icon" id="start-chat-portal__image_hsq_rdm_vwb" alt="End chat icon"/>).</span> </li></ol></section> </div> <nav role="navigation"></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"><div class="col-md-4"><dt>Related tasks</dt><dd><ul><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/invite-member-supp-portal.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/invite-member-supp-portal.html" class="link" title="Invite supplier contacts to access the Supplier Collaboration Portal so that they can raise requests and start working on their assigned tasks.">Invite a member to access the Supplier Collaboration Portal</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/view-update-supp-profile.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/view-update-supp-profile.html" class="link" title="Update your personal profile in the Supplier Collaboration Portal.">View or update your user profile from the Supplier Collaboration Portal</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/view-supp-case-sc.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/view-supp-case-sc.html" class="link" title="View all the requests that you've raised, to whom they are assigned, and their status.">View all your requests from the Supplier Collaboration Portal</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/view-supp-loc-supp-central.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/view-supp-loc-supp-central.html" class="link" title="As a supplier contact, view the locations of a supplier in the Supplier Collaboration Portal.">View supplier locations from the Supplier Collaboration Portal</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/view-bank-info-supp-central.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/view-bank-info-supp-central.html" class="link" title="As a supplier contact, view the payment information of a supplier in the Supplier Collaboration Portal.">View supplier payment information from the Supplier Collaboration Portal</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/upload-doc-portal.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/upload-doc-portal.html" class="link" title="Manage documents by uploading, updating and downloading the required documents from the Supplier Collaboration Portal.">Manage documents from the Supplier Collaboration Portal</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/task/complete-risk-assessments.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/complete-risk-assessments.html" class="link" title="As a supplier contact, you can view and complete your assigned risk assessments to help the supplier manager in evaluating a supplier before onboarding them.">Complete a risk assessment from the Supplier Collaboration Portal</a></li></ul></dd></div><div class="col-md-4"><dt>Related concepts</dt><dd><ul><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/supp-contact-self-reg.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supp-contact-self-reg.html" class="link" title="Supplier contacts can self-register to the Supplier Collaboration Portal and start working on the assigned tasks.">Supplier contact self-registration</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/managing-contacts-scp.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/managing-contacts-scp.html" class="link" title="Manage and remove contacts, update the contact's email address, elevate access or remove elevated access to contacts from the portal.">Managing supplier contacts from the Supplier Collaboration Portal</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/supp-catalog-req.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supp-catalog-req.html" class="link" title="You can raise requests using the supplier catalog by selecting Raise a request in the Supplier Collaboration Portal header.">Raising requests from the Supplier Collaboration Portal</a></li><li><a data-bundleid="zurich-source-to-pay-operations" data-navpath="product/supplier-lifecycle-operations/concept/my-to-dos.html" href="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/my-to-dos.html" class="link" title="View the tasks that are assigned to you and other supplier contacts.">Viewing supplier contact tasks from the Supplier Collaboration Portal</a></li></ul></dd></div></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Supplier Lifecycle Operations", "topic_id": 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id=\"start-chat-portal\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"start-chat-portal\" aria-labelledby=\"title_start-chat-portal\">\n <h1 class=\"title topictitle1\" id=\"title_start-chat-portal\">Start a chat session from the <span class=\"ph\">Supplier Collaboration Portal</span></h1>\n \n \n <div class=\"body taskbody\"><p class=\"shortdesc\">As a supplier contact, you can start a chat session from the <span class=\"ph\">Supplier Collaboration Portal</span> and interact with supplier fulfillers.</p>\n <section class=\"section prereq\"><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">Before you begin</p></div>\n <div class=\"note important note_important\"><span class=\"note__title\">Important:</span> Check your entitlements to determine whether you have access to Live Agent Support. The chat functionality is available only if Supplier Operations (com.snc.sn_so) and its dependent plugins Supplier Case\n Management (com.snc.sn_supplier_mgmt) and Document Management (com.snc.platform_document_management) are installed.</div>\n <p class=\"p\">Role required: sn_slm.contact</p>\n </section>\n <section class=\"section context\" id=\"start-chat-portal__context_s4r_55l_vwb\"><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">About this task</p></div>\n <p class=\"p\">By starting a chat session, supplier contacts can interact directly with supplier fulfillers and get immediate responses to their queries or issues.</p>\n </section>\n <section><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">Procedure</p></div><ol class=\"ol steps\"><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Navigate to the <span class=\"ph\">Supplier Collaboration Portal</span> home page by accessing your instance URL and adding a /supplier suffix.</span>\n <div class=\"itemgroup info\">For example, <span class=\"ph filepath\">https://example.com/supplier</span>.</div>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select the Open chat window icon (<img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/../image/open-chat-window-icon.png?_LANG=enus\" class=\"image icon\" id=\"start-chat-portal__image_tqn_jwl_vwb\" alt=\"Open chat window icon\"/>) to start a chat session.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select <span class=\"ph uicontrol\">Show me everything</span>, and then select <span class=\"ph uicontrol\">Live Agent Support</span>.</span>\n <div class=\"itemgroup info\">The "Routing you to a live agent…" message is displayed. <p class=\"p\">The maximum wait time to connect with a live agent is 2 minutes.</p><p class=\"p\">After a live agent accepts your chat request, the "Agent has joined" message is\n displayed in the chat window.</p></div>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">To chat with the live agent, enter a message and select the send icon (<img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/../image/send-chat-icon.png?_LANG=enus\" class=\"image icon\" id=\"start-chat-portal__image_hvy_dzy_5wb\" alt=\"Send chat icon\"/>).</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">To end the chat session, select the end chat icon (<img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/../image/end-chat-icon.png?_LANG=enus\" class=\"image icon\" id=\"start-chat-portal__image_hsq_rdm_vwb\" alt=\"End chat icon\"/>).</span>\n </li></ol></section>\n </div>\n<nav role=\"navigation\"></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"><div class=\"col-md-4\"><dt>Related tasks</dt><dd><ul><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/invite-member-supp-portal.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/invite-member-supp-portal.html\" class=\"link\" title=\"Invite supplier contacts to access the Supplier Collaboration Portal so that they can raise requests and start working on their assigned tasks.\">Invite a member to access the Supplier Collaboration Portal</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/view-update-supp-profile.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/view-update-supp-profile.html\" class=\"link\" title=\"Update your personal profile in the Supplier Collaboration Portal.\">View or update your user profile from the Supplier Collaboration Portal</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/view-supp-case-sc.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/view-supp-case-sc.html\" class=\"link\" title=\"View all the requests that you've raised, to whom they are assigned, and their status.\">View all your requests from the Supplier Collaboration Portal</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/view-supp-loc-supp-central.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/view-supp-loc-supp-central.html\" class=\"link\" title=\"As a supplier contact, view the locations of a supplier in the Supplier Collaboration Portal.\">View supplier locations from the Supplier Collaboration Portal</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/view-bank-info-supp-central.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/view-bank-info-supp-central.html\" class=\"link\" title=\"As a supplier contact, view the payment information of a supplier in the Supplier Collaboration Portal.\">View supplier payment information from the Supplier Collaboration Portal</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/upload-doc-portal.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/upload-doc-portal.html\" class=\"link\" title=\"Manage documents by uploading, updating and downloading the required documents from the Supplier Collaboration Portal.\">Manage documents from the Supplier Collaboration Portal</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/task/complete-risk-assessments.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/complete-risk-assessments.html\" class=\"link\" title=\"As a supplier contact, you can view and complete your assigned risk assessments to help the supplier manager in evaluating a supplier before onboarding them.\">Complete a risk assessment from the Supplier Collaboration Portal</a></li></ul></dd></div><div class=\"col-md-4\"><dt>Related concepts</dt><dd><ul><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/supp-contact-self-reg.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supp-contact-self-reg.html\" class=\"link\" title=\"Supplier contacts can self-register to the Supplier Collaboration Portal and start working on the assigned tasks.\">Supplier contact self-registration</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/managing-contacts-scp.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/managing-contacts-scp.html\" class=\"link\" title=\"Manage and remove contacts, update the contact's email address, elevate access or remove elevated access to contacts from the portal.\">Managing supplier contacts from the Supplier Collaboration Portal</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/supp-catalog-req.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supp-catalog-req.html\" class=\"link\" title=\"You can raise requests using the supplier catalog by selecting Raise a request in the Supplier Collaboration Portal header.\">Raising requests from the Supplier Collaboration Portal</a></li><li><a data-bundleid=\"zurich-source-to-pay-operations\" data-navpath=\"product/supplier-lifecycle-operations/concept/my-to-dos.html\" href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/my-to-dos.html\" class=\"link\" title=\"View the tasks that are assigned to you and other supplier contacts.\">Viewing supplier contact tasks from the Supplier Collaboration Portal</a></li></ul></dd></div></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# Start a chat session from the Supplier Collaboration Portal As a supplier contact, you can start a chat session from the Supplier Collaboration Portal and interact with supplier fulfillers. ## Before you begin Important: Check your entitlements to determine whether you have access to Live Agent Support. The chat functionality is available only if Supplier Operations (com.snc.sn\_so) and its dependent plugins Supplier Case Management (com.snc.sn\_supplier\_mgmt) and Document Management (com.snc.platform\_document\_management) are installed. Role required: sn\_slm.contact ## About this task By starting a chat session, supplier contacts can interact directly with supplier fulfillers and get immediate responses to their queries or issues. ## Procedure 1. Navigate to the Supplier Collaboration Portal home page by accessing your instance URL and adding a /supplier suffix. For example, https://example.com/supplier. 2. Select the Open chat window icon () to start a chat session. 3. Select Show me everything, and then select Live Agent Support. The "Routing you to a live agent…" message is displayed. The maximum wait time to connect with a live agent is 2 minutes. After a live agent accepts your chat request, the "Agent has joined" message is displayed in the chat window. 4. To chat with the live agent, enter a message and select the send icon (). 5. To end the chat session, select the end chat icon ().	--- title: Start a chat session from the Supplier Collaboration Portal description: As a supplier contact, you can start a chat session from the Supplier Collaboration Portal and interact with supplier fulfillers. keywords: [] breadcrumbs: - Finance and Supply Chain - Supplier Lifecycle Operations - Using Supplier Lifecycle Operations - Using Supplier Collaboration Portal --- # Start a chat session from the Supplier Collaboration Portal As a supplier contact, you can start a chat session from the Supplier Collaboration Portal and interact with supplier fulfillers. ## Before you begin Important: Check your entitlements to determine whether you have access to Live Agent Support. The chat functionality is available only if Supplier Operations (com.snc.sn\_so) and its dependent plugins Supplier Case Management (com.snc.sn\_supplier\_mgmt) and Document Management (com.snc.platform\_document\_management) are installed. Role required: sn\_slm.contact ## About this task By starting a chat session, supplier contacts can interact directly with supplier fulfillers and get immediate responses to their queries or issues. ## Procedure 1. Navigate to the Supplier Collaboration Portal home page by accessing your instance URL and adding a /supplier suffix. For example, https://example.com/supplier. 2. Select the Open chat window icon () to start a chat session. 3. Select Show me everything, and then select Live Agent Support. The "Routing you to a live agent…" message is displayed. The maximum wait time to connect with a live agent is 2 minutes. After a live agent accepts your chat request, the "Agent has joined" message is displayed in the chat window. 4. To chat with the live agent, enter a message and select the send icon (). 5. To end the chat session, select the end chat icon ().
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/view-payment-opt-db.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/view-payment-opt-db.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	product/supplier-lifecycle-operations/task/view-payment-opt-db.html	zurich	View the Payment Optimization dashboard	The Payment optimization dashboard provides an overview of total spends and potential savings for all suppliers.	[]	[ "Finance and Supply Chain", "Supplier Lifecycle Operations", "Using Supplier Lifecycle Operations", "Using Supplier Payment Optimization" ]	<article class="hascomments" data-page="bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/task/view-payment-opt-db.html" id="bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/task/view-payment-opt-db.html"><body id="view-payment-opt-db"><main role="main"><article role="article" class="dita" id="view-payment-opt-db" aria-labelledby="title_view-payment-opt-db"> <h1 class="title topictitle1" id="title_view-payment-opt-db">View the Payment Optimization dashboard</h1> <div class="body taskbody"><p class="shortdesc">The Payment optimization dashboard provides an overview of total spends and potential savings for all suppliers.</p> <section class="section prereq" id="view-payment-opt-db__task-prereq"><div class="tasklabel"><p class="sectiontitle tasklabel">Before you begin</p></div> <p class="p">Role required: sn_slm.manager or admin</p> <div class="note important note_important"><span class="note__title">Important:</span> Check your entitlements to determine whether you have access to Supplier Payment Optimization.</div> </section> <section id="view-payment-opt-db__steps_ydc_yy5_xfc"><div class="tasklabel"><p class="sectiontitle tasklabel">Procedure</p></div><ol class="ol steps" id="view-payment-opt-db__steps_ydc_yy5_xfc"><li class="li step stepexpand"> <span class="ph cmd">Navigate to <span class="ph menucascade"><span class="ph uicontrol">All</span><abbr> > </abbr><span class="ph uicontrol">Supplier Lifecycle Operations</span><abbr> > </abbr><span class="ph uicontrol">Source-to-Pay Workspace</span></span>.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Select the <span class="ph uicontrol">Payment optimization</span> icon <img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/../image/pymt-opt-db-icon.png?_LANG=enus" class="image decorative" id="view-payment-opt-db__image_gxd_g1v_xfc" width="25"/>.</span> <div class="itemgroup info"> <p class="p">The dashboard displays the all time spends and total spends for the current month, quarter, and year. It also displays the total potential savings and the top ten supplier opportunities by potential savings.</p> <figure class="fig fignone" id="view-payment-opt-db__fig_rx4_q1v_xfc"> <img src="https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/../image/pymt-opt-db.png?_LANG=enus" class="image" id="view-payment-opt-db__image_sx4_q1v_xfc" alt="Payment optimization dashboard"/> </figure> </div> </li></ol></section> </div> <nav role="navigation"></nav><nav role="navigation" class="tasksNavigation"></nav><nav role="navigation" class="related-links"></nav></article></main></body></article>	{ "attachments": { "all_attachments": null, "topic_attachments": [] }, "available_languages": [ "enus" ], "breadcrumbs": [ { "title": "Finance and Supply Chain", "topic_id": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html" }, { "title": "Supplier Lifecycle Operations", "topic_id": "product/supplier-lifecycle-operations/concept/supp-mgmt-landing-page.html" }, { "title": "Using Supplier Lifecycle Operations", "topic_id": "product/supplier-lifecycle-operations/concept/use-supp-mgmt.html" }, { "title": "Using Supplier Payment Optimization", "topic_id": "product/supplier-lifecycle-operations/concept/using-supp-payment-opt.html" } ], "breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations\">Zurich Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/source-to-pay-operations/concept/finance-supply-chain-landing.html\">Finance and Supply Chain</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/supp-mgmt-landing-page.html\">Supplier Lifecycle Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/use-supp-mgmt.html\">Using Supplier Lifecycle Operations</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/concept/using-supp-payment-opt.html\">Using Supplier Payment Optimization</a>\n<span><i class=\"fa fa-angle-right\"></i>\n</span>\n<span class=\"active\">View the Payment Optimization dashboard</span>", "bundle_id": "zurich-source-to-pay-operations", "bundle_key": 2735, "bundle_landing_page": "product/source-to-pay-operations/concept/finance-supply-chain-landing.html", "bundle_subtitle": null, "bundle_title": "Zurich Finance and Supply Chain", "canonical_link": null, "dates": { "Added on": "2025-08-05T13:11:54.216332Z", 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"char_count": 607, "img_count": 2, "read_time": 1, "video_links": [ "" ], "word_count": 89 }, "related_links": [], "search_title": null, "title": "View the Payment Optimization dashboard", "topic_cluster": { "clustered_by": { "enabled": true, "primary_key": "versions", "primary_sort": "top-down", "type": "subjecthead" }, "clustered_labels": [ "versions" ], "clustered_topics": [], "clustering_title": "Zurich" }, "topic_html": "<article class=\"hascomments\" data-page=\"bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/task/view-payment-opt-db.html\" id=\"bundle:zurich-source-to-pay-operations/enus/product/supplier-lifecycle-operations/task/view-payment-opt-db.html\"><body id=\"view-payment-opt-db\"><main role=\"main\"><article role=\"article\" class=\"dita\" id=\"view-payment-opt-db\" aria-labelledby=\"title_view-payment-opt-db\">\n <h1 class=\"title topictitle1\" id=\"title_view-payment-opt-db\">View the Payment Optimization dashboard</h1>\n \n \n <div class=\"body taskbody\"><p class=\"shortdesc\">The Payment optimization dashboard provides an overview of total spends and potential savings for all suppliers.</p>\n <section class=\"section prereq\" id=\"view-payment-opt-db__task-prereq\"><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">Before you begin</p></div>\n <p class=\"p\">Role required: sn_slm.manager or admin</p>\n <div class=\"note important note_important\"><span class=\"note__title\">Important:</span> Check your entitlements to determine whether you have access to Supplier Payment Optimization.</div>\n </section>\n <section id=\"view-payment-opt-db__steps_ydc_yy5_xfc\"><div class=\"tasklabel\"><p class=\"sectiontitle tasklabel\">Procedure</p></div><ol class=\"ol steps\" id=\"view-payment-opt-db__steps_ydc_yy5_xfc\"><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Navigate to <span class=\"ph menucascade\"><span class=\"ph uicontrol\">All</span><abbr> > </abbr><span class=\"ph uicontrol\">Supplier Lifecycle Operations</span><abbr> > </abbr><span class=\"ph uicontrol\">Source-to-Pay Workspace</span></span>.</span>\n </li><li class=\"li step stepexpand\">\n <span class=\"ph cmd\">Select the <span class=\"ph uicontrol\">Payment optimization</span> icon <img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/../image/pymt-opt-db-icon.png?_LANG=enus\" class=\"image decorative\" id=\"view-payment-opt-db__image_gxd_g1v_xfc\" width=\"25\"/>.</span>\n <div class=\"itemgroup info\">\n <p class=\"p\">The dashboard displays the all time spends and total spends for the current month, quarter, and year. It also displays the total potential savings and the top ten supplier opportunities by potential savings.</p>\n <figure class=\"fig fignone\" id=\"view-payment-opt-db__fig_rx4_q1v_xfc\">\n <img src=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-source-to-pay-operations/page/product/supplier-lifecycle-operations/task/../image/pymt-opt-db.png?_LANG=enus\" class=\"image\" id=\"view-payment-opt-db__image_sx4_q1v_xfc\" alt=\"Payment optimization dashboard\"/>\n </figure>\n </div>\n </li></ol></section>\n </div>\n<nav role=\"navigation\"></nav><nav role=\"navigation\" class=\"tasksNavigation\"></nav><nav role=\"navigation\" class=\"related-links\"></nav></article></main></body></article>", "topic_language": "enus", "views": 0, "your_rating": null }	# View the Payment Optimization dashboard The Payment optimization dashboard provides an overview of total spends and potential savings for all suppliers. ## Before you begin Role required: sn\_slm.manager or admin Important: Check your entitlements to determine whether you have access to Supplier Payment Optimization. ## Procedure 1. Navigate to All > Supplier Lifecycle Operations > Source-to-Pay Workspace. 2. Select the Payment optimization icon . The dashboard displays the all time spends and total spends for the current month, quarter, and year. It also displays the total potential savings and the top ten supplier opportunities by potential savings.	--- title: View the Payment Optimization dashboard description: The Payment optimization dashboard provides an overview of total spends and potential savings for all suppliers. keywords: [] breadcrumbs: - Finance and Supply Chain - Supplier Lifecycle Operations - Using Supplier Lifecycle Operations - Using Supplier Payment Optimization --- # View the Payment Optimization dashboard The Payment optimization dashboard provides an overview of total spends and potential savings for all suppliers. ## Before you begin Role required: sn\_slm.manager or admin Important: Check your entitlements to determine whether you have access to Supplier Payment Optimization. ## Procedure 1. Navigate to All > Supplier Lifecycle Operations > Source-to-Pay Workspace. 2. Select the Payment optimization icon . The dashboard displays the all time spends and total spends for the current month, quarter, and year. It also displays the total potential savings and the top ten supplier opportunities by potential savings.
https://www.servicenow.com/docs/en-US/bundle/zurich-source-to-pay-operations/page/reuse/glossary/A/gloss-accounts-payable.html	https://servicenow-be-prod.servicenow.com/api/bundle/zurich-source-to-pay-operations/page/reuse/glossary/A/gloss-accounts-payable.html	2025-08-05	daily	0.5	268.xml	en-US	zurich-source-to-pay-operations	reuse/glossary/A/gloss-accounts-payable.html	zurich	Accounts Payable	The process of managing and paying invoices from suppliers.	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