--- sourceDocument: Yokohama Finance and Supply Chain sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/source-to-pay-operations Release : - yokohama ft:locale : - en-US ft:publication_title : - Yokohama Finance and Supply Chain ft:clusterId : - stpop bundleId : - stpop workflow : - Employee --- # Sourcing and Procurement Operations integration with Employee Center # Sourcing and Procurement Operations integration with Employee Center {#ariaid-title1} * Release version: Yokohama * * Updated January 30, 2025 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Sourcing and Procurement Operations integration with Employee Center The integration of Sourcing and Procurement Operations with Employee Center (EC) provides a unified portal experience for employees, shoppers, and requesters. It enables users to access procurement case types, knowledge articles, to-dos, purchasing tasks, and track their requests and purchases directly through the Employee Center portal. This seamless experience requires the Employee Center installed as a zBoot plugin and optionally the employee content taxonomy plugin for prebuilt service catalog taxonomy. Show full answer Show less ## Key Features * **Purchase and Expense Tab:** Users can access subtopics such as Invoices, Supplier Services, Corporate Cards, Purchase Requests, and Travel and Expenses, each containing catalog items and knowledge articles. Filters and sorting options help refine searches. Admins configure these topics through Employee taxonomy. * **Purchase Requests:** Users can edit, cancel, return purchases, submit quotes, request contracts, ask procurement queries, and understand sourcing requests or purchase orders. Quick links provide direct access to third-party supplier sites and ShoppingHub. * **My Tasks:** Approvers can view and work on approval tasks, while employees and shoppers can complete procurement tasks. Task filters for type, due date, priority, and creation time are configurable but inactive by default. * **My Active Items:** Shoppers see widgets showing open tasks, purchases, requests, invoices, purchase orders, risk assessments, issues, and shipments. Selecting these widgets leads to detailed pages on ShoppingHub. Admins can configure these widgets. * **Search for Punchout Products:** Users can search for punchout products using the AI search bar within Employee Center. * **Request Tracking and Actions:** Shoppers gain full visibility into procurement request progress and can approve, reject, or request clarifications directly. They can provide additional purchase details, confirm milestone completions, acknowledge service receipts, confirm receipt of ordered items (partial or full), and complete tasks such as viewing links/videos, uploading documents, signing documents (including DocuSign), and filling forms---all within Employee Center. * **General Inquiries:** Shoppers can raise inquiries about existing purchases or general procurement questions. * **Virtual Agent Support:** The ServiceNow Virtual Agent enhances user experience by assisting shoppers in finding and purchasing products from vendors on ShoppingHub, viewing procurement tasks and cases, and obtaining help from the procurement team. ## Practical Benefits for ServiceNow Customers * **Streamlined User Experience:** Employees and shoppers have a consolidated portal to manage procurement activities, reducing the need to navigate multiple systems. * **Improved Task and Request Management:** Approvers and shoppers can efficiently handle approvals, provide information, and track orders, enhancing procurement cycle transparency and speed. * **Configurable and Extensible:** Admins can customize taxonomy, task filters, and active item widgets to tailor the portal to organizational needs. * **Enhanced Communication:** Direct interaction with procurement specialists through tasks like document uploads and form submissions ensures precise requirements and faster resolution. * **AI-powered Search and Virtual Agent:** Users benefit from intelligent search and chatbot assistance, simplifying product discovery and procurement support. As an employee, shopper, or requester, you can view all procurement case types available to you, knowledge articles, open to-dos and purchasing tasks assigned to you, track your requests, and even access your purchases on the Employee Center (EC) portal by integrating Sourcing and Procurement Operations with Employee Center. Ensure that your admin has installed Employee Center, which is available as a zBoot plugin, for you to enjoy the seamless unified employee portal experience. Further, they may choose to install the employee content taxonomy plugin to access a prebuilt taxonomy for your service catalog, including the Purchases and Expenses topic. Note: To know more about EC and how to set it up as an admin, visit the [Employee Center](https://www.servicenow.com/docs/access?context=employee-center-landing-page&version=yokohama&pubname=yokohama-employee-service-management&ft:locale=en-US) home page. ## Purchase and expense {#employee-center-integration-psm__section_nw1_4ky_zxb} You can view the following subtopics from the Purchase and Expense tab: * Invoices * Supplier Services * Corporate Cards * Purchase Requests * Travel and Expenses {#employee-center-integration-psm__ul_btr_hjx_pqb} Each subtopic includes both catalog items and knowledge articles. Procurement Service Management's applications pre-populate some of these subtopics with content. Select Browse all to view all the above subtopics across categories. These include invoices, supplier services, third-party supplier sites, catalog and off-catalog products and services, knowledge base articles, travel and expenses, and so on. You can set filters and avail the sorting options to refine your search results. Note: These subtopics are configured by the admin from the Employee taxonomy, where the search items are mapped to relevant connected content. From Purchase Requests in particular, you can do a bunch of things that include editing, canceling, or returning a purchase, buying something, requesting for a product or service, submitting a quote, requesting a copy of a contract, asking any queries to the procurement team, understanding what a sourcing request or purchase order is, and so on. From Quick links, you can directly go to the list of third-party supplier sites, or visit ShoppingHub. ## My tasks {#employee-center-integration-psm__section_pt1_4ky_zxb} As an approver, you can view your open and completed approval tasks, and also work on your open items, from My tasks. If you're logged in as an employee or shopper instead, you can work on completing your procurement tasks. Note: Admins can create new to-do widgets to show up in Employee Center, or configure existing widgets from Employee CenterActivity Configurations. For more information, see [Employee tasks page](https://www.servicenow.com/docs/access?context=employee-center-to-dos-page-configuration&version=yokohama&pubname=yokohama-employee-service-management&ft:locale=en-US). In My tasks, you can filter your search by the following: * Task type * Approval * Invoice * Milestone * Receipt * Sourcing {#employee-center-integration-psm__ul_tr3_lpx_zxb} * Due date * Overdue * Due soon: Tasks that are due in the next seven days. {#employee-center-integration-psm__ul_x1w_npx_zxb} * Priority * Critical * High * Medium * Low {#employee-center-integration-psm__ul_ux1_4px_zxb} * Created: Tasks that are created within the last four hours. {#employee-center-integration-psm__ul_y3c_1px_zxb} Note: These filters are inactive by default. You can enable them by navigating to AllEmployee CenterAdministrationTo-do filter categories. For detailed information on how to work with configurable task filters, see [Configurable task filters](https://www.servicenow.com/docs/access?context=configurable-filters-experience-employee&version=yokohama&pubname=yokohama-employee-service-management&ft:locale=en-US). ## My active items {#employee-center-integration-psm__section_ksj_5ky_zxb} As a shopper, you can view specific items from the widgets under the My active items section. Some of these are: * Tasks: List of open tasks assigned to you, along with reminders on their statuses. You can update the fields to be displayed in the task cards by adding them to the to-dos configuration record. * Purchases: Number of purchases made by you. * Requests: Number of requests raised by you. {#employee-center-integration-psm__ul_c3n_lcq_j4b}Others include surveys, invoices, purchase orders, risk assessments, issues, shipments, and so on. Selecting these takes you to their details page on ShoppingHub, where you can work with them as required. Note: Admins can also configure these active items widgets in Employee Center. For more information, see [My active items widget configuration](https://www.servicenow.com/docs/access?context=my-activity-config&version=yokohama&pubname=yokohama-employee-service-management&ft:locale=en-US). * **[Search for punchout products in Employee Center](https://servicenow-prod.fluidtopics.net/ysSxL_0DowW8sDujjCaRJA)** You can search for punchout products directly in Employee Center using the AI search bar. * **[Tracking your procurement requests in Employee Center](https://servicenow-prod.fluidtopics.net/qNYmL_tfdB3eyq7yNsciKg)** As a shopper, you can enjoy complete visibility into the progress of your requests by tracking your procurement cases in Employee Center. * **[Approve a request from Employee Center](https://servicenow-prod.fluidtopics.net/aRnxuaQKCo~Wekrfv6o7JQ)** Approve, reject, or request clarification on open purchase requisition lines and sourcing requests that are assigned to you, directly from Employee Center. * **[Provide more details on your purchase from Employee Center](https://servicenow-prod.fluidtopics.net/uux4KT8ZaDKIVey_O3FLOQ)** Provide additional information on your purchase from Employee Center by answering the follow-up questions that the procurement specialist has posted regarding your order. Your response to these to-dos ensures that the procurement specialist understands your exact requirements and has all the necessary information before proceeding with the sourcing request. * **[Confirm meeting a milestone for your service from Employee Center](https://servicenow-prod.fluidtopics.net/IDmR0BBE8gxF5iBtyJ17YQ)** Provide confirmation from Employee Center on whether the supplier has met a milestone for a service you had ordered, so that payment can be processed to the supplier for that milestone. If a milestone hasn't been met by the due date, you can raise a cancel request or propose a new completion date. * **[Review your service acknowledgment task from Employee Center](https://servicenow-prod.fluidtopics.net/slhjErwLNziItQfsm5JuqA)** Review and acknowledge the receipt status of your ordered service from your supplier from Employee Center. * **[Confirm receipt of your order from Employee Center](https://servicenow-prod.fluidtopics.net/u3T9g96IcprcI~BuWrHEmg)** Provide confirmation of receipt of the items that you ordered that are in pending receipt state from Employee Center, so that payment is processed to the supplier accordingly. If you have not received the complete order, you can confirm receipt of a part of your order as well with the date when you received them. * **[View a link or video from Employee Center](https://servicenow-prod.fluidtopics.net/JSDfr8OsLxHlSCGr~D6J8w)** Complete your task by viewing a link or video that your procurement specialist has assigned to you, directly from Employee Center. This action is listed as a task under My Tasks. * **[Upload a document from Employee Center](https://servicenow-prod.fluidtopics.net/wryGNV1Ba24WV2JPSBiIZQ)** Complete the task that your procurement specialist has assigned to you by uploading a document, directly from Employee Center. This action is listed as a task under My Tasks. * **[Sign a document using DocuSign from Employee Center](https://servicenow-prod.fluidtopics.net/7_EKWhvuJnvfwDPwrTLYOQ)** Provide your consent by signing a document using DocuSign, directly from Employee Center. This action is listed as a task under My Tasks. * **[Sign a document from Employee Center](https://servicenow-prod.fluidtopics.net/ORfaagak~49VXkT2aVaULg)** Provide your consent by signing a document, directly from Employee Center. This action is listed as a task under My Tasks. * **[Complete a form from Employee Center](https://servicenow-prod.fluidtopics.net/JtOYBY0VlJEex~Y6l~Gkdw)** Fill in a form that your procurement specialist has sent to you, and submit it directly from Employee Center. This action is listed as a task under My Tasks. * **[Raise a general inquiry for procurement](https://servicenow-prod.fluidtopics.net/5U1uyeHPbp0Wzlp6Q_YI_Q)** As a shopper, raise an inquiry for any pre-existing purchase or for any other queries that you may have regarding any procurement function. * **[Virtual Agent for Sourcing and Procurement Operations](https://servicenow-prod.fluidtopics.net/RD9rcOmZS7zwBUAhykoQhA)** ServiceNow® Virtual Agent for Sourcing and Procurement Operations enables shoppers to quickly find and purchase products that they're looking for from a vendor on ShoppingHub, by interacting with a virtual agent from Employee Center. It also allows shoppers to view purchases, procurement tasks, procurement cases, and even work on their to-dos. They can also get help from the procurement team using Virtual Agent. **Related concepts** * [Sourcing and Procurement Operations integration with IT Asset Management](https://servicenow-prod.fluidtopics.net/rS~glXWYOzFc9ugnlv~GXA "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.") * [Sourcing and Procurement Operations integration with third-party sourcing solutions](https://servicenow-prod.fluidtopics.net/k_YibpMVWhvUF0NALK7Xow "ServiceNow can integrate with third-party sourcing solutions to automate the sourcing process within the Sourcing and Procurement Operations product. A generic, easily configurable sourcing integration framework is provided within Source-to-Pay Integration Framework to enable you to specify the business criteria for triggering an integration. This integration framework can also integrate with multiple third-party sourcing solutions based on different criteria.") * [Sourcing and Procurement Operations integration with Third-party Risk Management](https://servicenow-prod.fluidtopics.net/164B0mBNPjv9WqXWrJWCKQ "Leverage relevant supplier risk assessment capabilities by integrating Sourcing and Procurement Operations with Third-party Risk Management.") * [Sourcing and Procurement Operations integration with Project Management](https://servicenow-prod.fluidtopics.net/6b8Z6MEOKkPOHuMa3Rxmww "Eliminate manual efforts of linking purchase orders to projects by integrating Sourcing and Procurement Operations with Strategic Portfolio Management's Project Management.") * [Sourcing and Procurement Operations integration with Celonis](https://servicenow-prod.fluidtopics.net/wjvMKij686UcgyYRUweU~w "Identify inefficiencies in your customer business process, understand their business impact, and gain insights into the root causes, by integrating Sourcing and Procurement Operations with Celonis.") * [Sourcing and Procurement Operations integration with Field Service Management](https://servicenow-prod.fluidtopics.net/J1NiU46FAnfE4o3mMgcpow "The Procurement for Field Service Management plugin (com.snc.fsm_psm_mobile) provides an integration between the Field Service Management and Sourcing and Procurement Operations applications.") * [Source-to-Pay Operations integration with Contract Management Pro](https://servicenow-prod.fluidtopics.net/J~mBc9gk6WFxzk7q2LGHuQ "The Source-to-Pay Operations with Contract Management Pro plugin (com.snc.sn_spend_clm) provides an integration between the Contract Management Pro and Sourcing and Procurement Operations applications.") * [Spendint API](https://servicenow-prod.fluidtopics.net/Xx9nxjTTQvrxIx1Tfhb00g "The Spendint API provides endpoints that push the catalog, price, availability, order, shipment, and invoice information from a third party to the ServiceNow instance. This API is part of the Source-to-Pay Integration Framework application.") * [Procurement File Transfer Framework](https://servicenow-prod.fluidtopics.net/dKeRgbePVieA_Zd_aDEp0Q "Procurement File Transfer Framework (PFTF) helps you transfer information between the ServiceNow database and a third-party reseller through a File Transfer Protocol (FTP). You can set up an FTP server for access and transfer of reseller data without any spoke development by the third-party reseller.") **Related reference** * [ERP source validation on Sourcing and Procurement Operations objects](https://servicenow-prod.fluidtopics.net/TWy4kAqLBTHv8JlmP_vn8Q "Sourcing and Procurement Operations supports multi-ERP integration that enables you to use different ERP systems for different regions or lines of business, as required.") *[\>]: and then