Configuring Service Exchange Order Management for Providers
Summarize
Summary of Configuring Service Exchange Order Management for Providers
The Service Exchange Order Management for Providers application allows ServiceNow providers to use Order Management for creating and fulfilling product orders via Service Exchange. Providers publish product offerings and service specifications as remote catalog items, enabling consumers to order these items directly from their own Service Catalog instances.
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This configuration facilitates seamless product and service sharing between provider and consumer instances through Service Exchange, improving catalog management and order fulfillment efficiency.
Key Features
- Remote Catalog Items: Providers create product offerings and service specifications as remote record producers, which are then published to consumer instances.
- Entitlement Management: Providers associate consumer criteria with remote record producers to control which consumers are eligible to order specific catalog items.
- Activation and Retirement: Consumers activate entitlements to access remote catalog items, and providers can retire items to automatically remove them from consumer catalogs.
Configuration Steps and Roles
Setting up the application involves a series of tasks primarily performed by administrators and product catalog managers:
- Install Applications: Install Service Exchange for Providers, Service Exchange for Consumers, and Service Exchange Order Management for Providers applications from the ServiceNow Store (performed by Admins).
- Create Product Offerings and Service Specifications: Providers create product offerings and service specifications in their instances to publish as remote catalog items (performed by Product Catalog Admins or Managers).
- Associate Consumer Criteria: Providers link eligibility criteria to remote record producers, defining consumer entitlements (performed by Service Exchange Provider Admins).
- Activate Remote Record Producers: Consumer instance admins enable entitlements to make remote catalog items available to their users.
- Retire Remote Catalog Items: Providers retire product offerings or service specifications as needed, which removes the corresponding items from consumer catalogs (performed by Product Catalog Admins or Managers).
What ServiceNow Customers Can Expect
By configuring Service Exchange Order Management for Providers, customers can efficiently publish and manage product and service offerings across multiple ServiceNow instances. This setup streamlines order management, improves control over consumer access, and ensures that remote catalog items are kept current through activation and retirement processes.
Overall, this enables providers to extend their catalog reach while maintaining centralized control and consumers to easily access and order from remote catalogs within their own environments.
Configure the Service Exchange Order Management for Providers application, which enables providers to use Order Management to create and fulfill product orders over Service Exchange. Providers publish the product offerings and service specifications as remote catalog items so that consumers can order from the Service Catalog on their own instance.
Configuration overview
| Configuration step | Description | Role |
|---|---|---|
| Install Service Exchange for Providers | Install the Service Exchange for Providers application from the ServiceNow Store. For more information on configuring this application, see Installing and configuring Service Exchange for Providers. | Admin |
| Install Service Exchange for Consumers | Install theService Exchange for Consumers application from the ServiceNow Store. For details on configuring this application, see Installing and configuring Service Exchange for Consumers. | Admin |
| Install Service Exchange Order Management for Providers | Install the Service Exchange Order Management for Providers application from the ServiceNow Store. | Admin |
| Create a product offering for a remote catalog item | In the provider instance, create the product offerings to be added as remote catalog items to the service catalog for your consumers. | Product catalog admin or manager |
| Create a service specification for a remote catalog item | In the provider instance, create the service specification for a service to be added as a remote catalog item to the service catalog for your consumers. | Product catalog admin or manager |
| Associate consumer criteria to a remote record producer | In the provider instance, review the remote record producer and associate the customer criteria that entitles the catalog item for eligible Service Exchange consumers. | Service Exchange provider admin |
| Activate the remote record producer | In the consumer instance, activate entitlements for the remote record producers. | Service Exchange consumer admin |
| Retire a remote catalog item | Retire a product offering or service specification used in a remote catalog, which automatically retires the corresponding remote record producer and removes the item from the service catalog on the consumer instance. | Product catalog admin or manager |