Finance Service Management process

Finance Service Management defaults to the request-driven process, where tasks can be assigned to a request.

Closing all tasks will not automatically close the request. You can switch to the task-driven process if you require multiple tasks to be performed before the request can be considered complete.

The Finance Service Management process is as follows:

  1. Users submit finance requests through the service catalog.
  2. Based on settings in the Finance Service Management Configuration, the request transitions through states based on actions performed on the request.
  3. When the request has been fulfilled by the finance team, the request is closed.