Configuring Service Exchange Order Management for Providers

  • Release version: Xanadu
  • Updated September 6, 2024
  • 2 minutes to read
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    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

    Follow these tasks to set up the Service Exchange Order Management for Providers application, which uses Order Management to create product offerings and service specifications and publish them in your ServiceNow provider instance as remote record producers. Service Bridge admins can then activate these remote record producers to make the products and services available from the Service Catalog on consumer instances.
    Table 1. Setting up the Service Exchange Order Management for Providers application
    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