Sourcing and Procurement Operations integration with IT Asset Management
Summarize
Summary of Sourcing and Procurement Operations integration with IT Asset Management
The Asset Management Integration for Sourcing and Procurement Operations plugin (com.snc.snspendasset) connects IT Asset Management (ITAM) with Sourcing and Procurement Operations (SPO) to enhance efficiency by enabling asset managers to access Shopping Hub catalog items directly within the ITAM workspace. This integration streamlines procurement workflows by allowing procurement actions without switching platforms, improving the experience for asset managers and end users.
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Key Features
- Better Together Workflow: Automates the procurement journey starting from inventory stock orders or service catalog requests, allowing asset managers to fulfill requests via local stock, transfer orders, or purchase orders.
- Role-Based Access: Defines roles such as Asset Manager, Software Asset Management administrator, Enterprise Asset Manager, and Procurement User with specific capabilities for SPO-ITAM integration.
- Plugin Dependencies: Requires core plugins including Sourcing and Purchasing Automation, Procurement, and Shopping Hub, along with asset management specific plugins depending on the product used (e.g., Enterprise Asset Management, Hardware Asset Management, Software Asset Management).
- Inventory Stock Orders: Automatically generated based on stock rules when inventory falls below thresholds, with predefined delivery addresses and quantities.
- End User Requests: Supports manual requests through the Service Catalog for IT assets, with special handling for orders exceeding 10 items requiring predefined delivery addresses and quantities.
- Supported ITAM Applications and Flows: Integrates with Software Asset Management, Hardware Asset Management, Enterprise Asset Management, and Base Asset applications covering standard flows, inventory stock orders, and creation of sourcing requests or purchase requisitions directly from ITAM workspace.
- Asset Receiving and Creation: Asset receiving is managed within ITAM, with automatic receipt generation in SPO and asset creation triggered upon acknowledgment of receipt.
Considerations for Customers
- Ensure proper roles are assigned to users involved in procurement and asset management workflows to leverage integration benefits.
- Verify that all required plugins, including those specific to your asset management product, are installed and activated.
- Understand the constraints on order modifications, such as fixed delivery addresses and quantities for stock orders and large requests.
- Leverage integration capabilities to improve procurement efficiency by handling sourcing requests and purchase requisitions directly from the ITAM workspace.
Related Integrations
This integration complements other ServiceNow features including Employee Center, third-party sourcing solutions, Third-party Risk Management, Project Management, Celonis, Field Service Management, Source-to-Pay Operations, and Contract Management, enabling comprehensive procurement and asset management workflows.
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.
Roles required for the SPO-ITAM better together feature
| Role | Description |
|---|---|
| Asset Manager [sn_spend_asset.spo_shopper] |
Can work on assigned requests from the ITAM workspace by creating sourcing requests or purchase requisitions in SPO. |
| Software Asset Management administrator [sam_admin] |
Has full access to the Software Asset Management application. |
|
Enterprise Asset Manager [sn_eam.enterprise_asset_manager] |
Has access to all Enterprise Asset Management features except administrative functions. |
| Procurement User [procurement_user] |
Can do the following:
|
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)
Additional plugins may be required based on the specific asset management product installed:
- Base Asset (no additional plugins required)
- Enterprise Asset Management (com.sn_eam)
- Hardware Asset Management (com.sn_hamp)
- Software Asset Management (com.snc.samp)
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
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
- 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