--- 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 --- # Spend and Savings Management # Spend and Savings Management {#ariaid-title1} * Release version: Yokohama * * Updated May 15, 2026 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read Category management is a strategic procurement approach that involves managing a group of related products or services to maximize value, optimize costs, and enhance supplier relationships. Essentially, it's the structured management of category taxonomy, ensuring that goods and services are categorized, sourced, and managed efficiently to drive better decision-making and operational efficiency. The Spend and Savings Management (sn_spend_mgmt) feature enables category managers to import and manage their organization's category taxonomy. By incorporating this taxonomy into the ServiceNow system, category managers can streamline procurement processes, track spending, and evaluate savings more effectively at the category level. Important: Check your entitlements to determine whether you have access to Spend and Savings Management. The Spend and Savings Management application offers the following key benefits: * Cost optimization: Analyze spending across categories to identify areas for cost reduction through better supplier negotiations, volume discounts, and contract optimization. * Improved visibility: Categorize spend to gain insights into where money is being spent, enabling better decision-making and control over expenses. * Strategic sourcing: Consolidate spend within specific categories to achieve better pricing and terms with suppliers. * Risk management: Identify potential supplier risks early on by closely monitoring spend within categories and ensuring compliance with regulatory requirements. * Enhanced procurement efficiency: Streamline the procurement process by focusing on key categories, reducing unnecessary administrative tasks. * Data-driven decision making: Use data analytics to identify trends and make informed procurement decisions based on category performance. * AI-driven savings discovery: Use AI agents to automatically scan contracts, spend, and supplier data on a recurring schedule to surface ranked savings opportunities for category managers to review and act on. {#spo-spend-mgmt__ul_ywj_5dx_42c} For more information about using Spend and Savings Management, see [Using Spend and Savings Management](https://servicenow-prod.fluidtopics.net/F9gDhNkPcOo8HPm22ERL4A "Use Spend and Savings Management to import and manage your organization's category taxonomy."). For more information about how AI agents identify savings opportunities across contracts, spend, and supplier data, see [Savings opportunity identification](https://servicenow-prod.fluidtopics.net/mgc~sGnIE838BPfDWxCS3Q "The Savings Opportunity Discovery agentic workflow automatically scans contracts, spend, and supplier data to surface ranked savings opportunities, helping category managers focus on review and action rather than manual discovery."). ## Required role {#spo-spend-mgmt__section_ggs_dl1_q2c} Category manager admin (sn_spend_mgmt.category_manager_admin): Can import the category taxonomy and update the Spend Category and Spend Category Stage tables. ## Tables installed {#spo-spend-mgmt__section_h2k_km1_q2c} {#spo-spend-mgmt__table_blg_sm1_q2c__entry__2} | Table | Description | |-|-| | Spend Category (sn_spend_mgmt_category) | Stores data about spend categories. | | Spend Category Stage (sn_spend_mgmt_category_stage) | Temporarily stores important data about spend categories before this data is sent to the Spend Category (sn_spend_mgmt_category) primary table. | | Spend to Product Category Mapping (sn_spend_mgmt_m2m_spend_product) | Stores the mapping of spend categories to product categories. | [Table 1. Spend category stage tables] {#spo-spend-mgmt__table_blg_sm1_q2c} * **[Components installed with Spend and Savings Management](https://servicenow-prod.fluidtopics.net/aybOYfo4IMFiZ4HBvvaL7g)** Several types of components are installed with activation of the Spend and Savings Management (sn_spend_mgmt) plugin, including user roles and tables. * **[Category management tab](https://servicenow-prod.fluidtopics.net/brgU5Ap~64Qfx5acRu3AKA)** The Category management tab provides a unified, filter-driven view of category performance across spend, savings, pipeline projects, contracts, purchase orders, and suppliers. * **[Category analytics](https://servicenow-prod.fluidtopics.net/pclAevbBM5b7TfQRG8sK6A)** Within the Source-to-Pay Workspace, the Category analytics module includes the Savings dashboard that offers procurement teams a unified view of savings opportunities across the sourcing pipeline. * **[Savings opportunity identification](https://servicenow-prod.fluidtopics.net/mgc~sGnIE838BPfDWxCS3Q)** The Savings Opportunity Discovery agentic workflow automatically scans contracts, spend, and supplier data to surface ranked savings opportunities, helping category managers focus on review and action rather than manual discovery. **Related concepts** * [My purchases on Shopping Hub](https://servicenow-prod.fluidtopics.net/5t~ZNsWYNWZH_Tag5DDi5A "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/uffEy6Bj5o7UMcKmNr4olQ "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/RLsMjJAKrsOeG9O68m1CTA "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.") * [Procurement Case Management](https://servicenow-prod.fluidtopics.net/XDrgia_5WzfU2ZJwmuo0NA "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.") * [Source-to-Pay Workspace](https://servicenow-prod.fluidtopics.net/iT1k4CmltMD0SgUETDW63Q "As a Procurement Specialist, you can easily complete your actionable tasks within the premises of an enhanced user experience with Source-to-Pay Workspace.") * [Sourcing Pipeline Management](https://servicenow-prod.fluidtopics.net/AO~BRG26uVqG3I73qFg15A "Sourcing Pipeline Management (sn_spend_pipeline) provides a centralized framework for creating, tracking, and executing sourcing initiatives through pipeline projects. It enhances efficiency through automated workflows, improves visibility into project progress, and simplifies savings tracking and forecasting.") * [Understanding punchout](https://servicenow-prod.fluidtopics.net/wXnKMWB_9RsNTg8YcgEJYA "Punchout is a technology that connects a buyer’s eProcurement application directly to a supplier’s eCommerce site, enabling the buyer to browse products, build a cart, and then have the cart redirected into the buyer's procurement system for checkout.") * [AI Search for Sourcing and Procurement Operations](https://servicenow-prod.fluidtopics.net/1a37kuiY2AvtZU9QCbLCrQ "The AI Search application provides a modern consumer-grade search engine for the Service Portal, Employee Center (EC), Mobile, and Virtual Agent.") **Related reference** * [Sourcing and Purchasing Automation](https://servicenow-prod.fluidtopics.net/Mc~Py~dE0Ephniz~fyxBbA "Sourcing and Purchasing Automation for ShoppingHub 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.")