---
sourceDocument: Xanadu Finance and Supply Chain
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/source-to-pay-operations

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Finance and Supply Chain

ft:clusterId :

    - stpop

bundleId :

    - stpop

workflow :

    - Creator


---

# Procurement Case Management

# Procurement Case Management {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

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.
The Procurement Case Management (PCM) application enables you to manage the
complete life cycle of the procurement process.  
By using the PCM application, your organization gets the following benefits:

* Procurement process optimization for task routing and tracking the progress of your tasks.
* Knowledge article publish and performance workflows.
* Visibility into the processes, progress, and overall efficiency of the procurement process.
* Integration with IT Asset Management, Software Asset Management, and Contract Management.
{#psd-overview__ul_t22_jk3_snb}

## Required roles {#psd-overview__section_nhm_hp4_snb}

You can configure the following roles and tasks:

* sn_spend_psd.psd_admin: Configure and make changes to the system properties, such as creating request types and categories.  
  Note:  
  An application-specific admin role enables a user to access a specific application, but does not grant the user any other admin rights. Your system-level admin on the production instance must grant the application-specific admin role to the appropriate users, and then remove the application-specific admin role from all the users with the system-level admin role. For more information, see [Application administration](https://www.servicenow.com/docs/access?context=application-administration&version=xanadu&pubname=xanadu-application-development&ft:locale=en-US).
* sn_spend_psd.manager: View, create, and update procurement cases and tasks.
* sn_spend_psd.agent: Manage the workflows for fulfilling requests and knowledge articles.
* sn_spend_psd.procurement_task_owner: Access and complete task assignments to fulfill the requests.
* sn_spend_psd.requestor: Create procurement cases.
{#psd-overview__ul_d3k_3g3_snb}
* **[Procurement Case Management Dashboard](https://servicenow-prod.fluidtopics.net/Sbw_q4wEx2lxcXT_pjDJDg)**   
  The Procurement Case Management Dashboard helps you to track, analyze, and manage your procurement services.

**Related concepts**   

* [My purchases on Shopping Hub](https://servicenow-prod.fluidtopics.net/NNdWHAAMI7TbPIrOdI9umg "As a shopper, you can view all the purchases made from your shopping account by selecting My purchases from your Shopping Hub profile.")
* [Shopping Hub Mobile](https://servicenow-prod.fluidtopics.net/ti7u220MMvTwCLDoysgkhw "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.")
* [Performance Analytics for Sourcing and Procurement Operations](https://servicenow-prod.fluidtopics.net/l34YKsmfBug7nFmK39tUDA "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.")
* [Source-to-Pay Workspace](https://servicenow-prod.fluidtopics.net/t_noayqtv0mq88FKlCwzeA "As a Procurement Specialist, you can easily complete your actionable tasks within the premises of an enhanced user experience with Source-to-Pay Workspace.")
* [AI Search for Sourcing and Procurement Operations](https://servicenow-prod.fluidtopics.net/5TZJ7xOFtJP3yBn8nG3_0Q "The AI Search application provides a modern consumer-grade search engine for the Service Portal, Employee Center (EC), Mobile, and Virtual Agent.")
* [Procurement Case Management Dashboard](https://servicenow-prod.fluidtopics.net/Sbw_q4wEx2lxcXT_pjDJDg "The Procurement Case Management Dashboard helps you to track, analyze, and manage your procurement services.")
* [Using Procurement Case Management](https://servicenow-prod.fluidtopics.net/asJ6UZuKruNc8X5VAsbWXw "With the Procurement Case Management application, you can enable your employees to submit procurement cases and access your organization's knowledge base.")  
**Related tasks**   

* [Install Sourcing and Procurement Operations](https://servicenow-prod.fluidtopics.net/CUT7s~ZotjzOfwBIUv2KVA "Install Sourcing and Procurement Operations and its dependent applications from the ServiceNow Store.")  
**Related reference**   

* [Sourcing and Purchasing Automation](https://servicenow-prod.fluidtopics.net/LOb9PNNLbhKfcUd4Ag2Oiw "Sourcing and Purchasing Automation for Shopping Hub 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.")
* [Application plugin installation sequence](https://servicenow-prod.fluidtopics.net/M4i~Kergi5qqee2ABMDiNQ "The following table provides the consolidated list of plugins for Sourcing and Procurement Operations, a high-level description of each plugin, and the dependencies that are required before installing each plugin.")