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    Home Orlando IT Service Management IT Service Management Asset Management Procurement Procurement purchase order management for assets

    Procurement purchase order management for assets

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    Procurement purchase order management for assets

    Accurate purchase order information is important for invoice tracking, receiving, and reporting in the Now Platform.

    The Procurement application enables users with an appropriate procurement role to manage purchase order information for assets. It also provides direct access to service catalog requests. You can create purchase orders and transfer orders directly from requests.

    Before using the Procurement application, create assignment groups for catalog tasks. Assignment groups are sets of users, filtered by location, who can perform catalog tasks.

    • Track a request from the service catalog

      The Procurement application lets you track a request that was ordered from the service catalog.

    • Cancel a request from the service catalog

      You can cancel a request from the service catalog if, for example, the item is no longer needed or the request was not approved.

    • View and edit a catalog task

      Catalog tasks are used to source items and fulfill requests. You can view and edit catalog tasks from a request.

    • Create a purchase order

      You can create a purchase order. Purchase orders specify assets to order from a single vendor.

    • Create an asset and reserve it for the requester

      In the procurement process, hardware assets can be created before the assets are delivered. Creating the asset before they're delivered allows you to create the asset record with an asset tag and serial number early in the process and reserve the asset for the user who requested it. The receiver can only select the assets to be received as assets are pre-created.

    Related tasks
    • Use the Procurement Overview module
    • Activate Procurement
    Related concepts
    • Procurement workflows
    • Request items source
    • Receive assets
    • Domain separation and Procurement
    • Transfer orders
    Related reference
    • Procurement roles
    Related topics
    • Create a group

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      Procurement purchase order management for assets

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Procurement purchase order management for assets

      Accurate purchase order information is important for invoice tracking, receiving, and reporting in the Now Platform.

      The Procurement application enables users with an appropriate procurement role to manage purchase order information for assets. It also provides direct access to service catalog requests. You can create purchase orders and transfer orders directly from requests.

      Before using the Procurement application, create assignment groups for catalog tasks. Assignment groups are sets of users, filtered by location, who can perform catalog tasks.

      • Track a request from the service catalog

        The Procurement application lets you track a request that was ordered from the service catalog.

      • Cancel a request from the service catalog

        You can cancel a request from the service catalog if, for example, the item is no longer needed or the request was not approved.

      • View and edit a catalog task

        Catalog tasks are used to source items and fulfill requests. You can view and edit catalog tasks from a request.

      • Create a purchase order

        You can create a purchase order. Purchase orders specify assets to order from a single vendor.

      • Create an asset and reserve it for the requester

        In the procurement process, hardware assets can be created before the assets are delivered. Creating the asset before they're delivered allows you to create the asset record with an asset tag and serial number early in the process and reserve the asset for the user who requested it. The receiver can only select the assets to be received as assets are pre-created.

      Related tasks
      • Use the Procurement Overview module
      • Activate Procurement
      Related concepts
      • Procurement workflows
      • Request items source
      • Receive assets
      • Domain separation and Procurement
      • Transfer orders
      Related reference
      • Procurement roles
      Related topics
      • Create a group

      Tags:

      Feedback

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