Purchase requisition line-level questions in Shopping Hub
Summarize
Summary of Purchase Requisition Line-Level Questions in Shopping Hub
Line-level questions in the Shopping Hub enhance the procurement process by allowing procurement administrators to capture detailed product-specific information during checkout. This feature improves data accuracy and supports flexible purchase requisition workflows, minimizing unnecessary communication between requesters, fulfillers, and suppliers.
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Key Features
- Essential Information Capture: During the request intake, crucial product-specific information can be gathered to streamline the procurement process.
- Mandatory Questions: If questions are set as mandatory, users must complete them before proceeding with their purchase, ensuring all necessary details are provided.
- Fulfillment Visibility: Fulfillers can access additional information in the Variables section of the purchase requisition line record within the ServiceNow AI Platform and the Source-to-Pay Workspace.
- Response Modifications: Fulfillers can update responses in the Variables section until the purchase order moves to the Ordered state, and again if the order is in Revision state.
Key Outcomes
This feature enables customers to enhance their procurement processes by ensuring that all relevant product information is collected at the point of purchase. It leads to improved communication, reduced errors, and greater efficiency in managing purchase requisitions. Customers can expect more streamlined approval processes and better tracking of product details throughout the procurement lifecycle.
Line-level questions let procurement admins capture product-specific information during checkout, improving data accuracy and enabling flexible purchase requisition workflows.
Key benefits
Capture essential information during request intake to minimize back-and-forth communication between the requester, fulfiller, and supplier.
How to configure
Role required: sn_shop.procurement_administrator
Plugin required: Shopping Hub (sn_spend_uib)
For more information about creating configurable, line-level questions for shoppers, see Configure purchase requisition line-level questions in ShoppingHub.
How it works
Learn how shoppers can access and enter additional product information at the line level when creating or reviewing purchase requisitions.
The additional information or questions added in the record producer for a specific product, product model, or product category appear during checkout in Shopping Hub.
If the questions are configured as mandatory, selectingAdd to cart or Request to buy expands the Additional information section, where you must provide your responses. You can submit the purchase only after answering all mandatory purchase requisition line-level questions for the selected product.
If you select Add to cart or Request to buy without completing mandatory fields in the Additional Information section, a message prompts you to fill them first.
The additional information also appears on the Purchase details page under My purchases in Shopping Hub.