Fulfill enterprise asset requests by using the help manage enterprise asset requests agentic workflow

The AI agent automatically uses assets that are available in a local stockroom.

This sourcing option is available only when at least one stockroom within the location of the requester has the Auto-consume option enabled. If multiple stockrooms have this option enabled, the AI agent uses assets from the stockroom with the highest available quantity first. If any additional assets are required, the AI agent then uses assets from the stockroom with the next highest quantity.

Note: For instructions on how to enable the Auto-consume option, see Create stockroom for enterprise assets.

The AI agent automatically generates a transfer order to move assets between stockrooms.

This sourcing option is available only under the following conditions:

• At least one destination stockroom within the location of the requester has the Auto-transfer option enabled.
• At least one source stockroom has the Auto-transfer option enabled.
• Destination stockrooms are linked to source stockrooms through distribution channels. The order of stockrooms that you can source and transfer assets from is based on the rank of each stockroom.

For more information on distribution channels, see Add a distribution channel to a stockroom in the Enterprise Asset Workspace.

Note: For instructions on how to enable the Auto-transfer option, see Create stockroom for enterprise assets.

The AI agent automatically generates a purchase order to obtain additional assets.

This sourcing option is available only under the following conditions:

• At least one stockroom within the location of the requester has the Auto-purchase option enabled.
• At least one vendor is available to purchase the requested asset from.

Note: For instructions on how to enable the Auto-purchase option, see Create stockroom for enterprise assets.

1. A user with any role submits an enterprise asset request in the Service Catalog application.

Note: Each asset that the user requests corresponds with a requested item (RITM) under the enterprise asset request.

1. Depending on the total cost of the requested assets, the request is approved either automatically or by an asset manager.

2. If the total cost of the requested assets is less than the amount specified in the corresponding automatic approval rule, the request is approved automatically. By default, this amount is set to one thousand dollars.

3. If the total cost of the requested assets is more than the amount specified in the corresponding automatic approval rule, the request must be reviewed and approved by an asset manager. For more information on automatic approval rules, see Set automatic approval rules.

1. After the request is approved, each RITM must be assigned to a user with the asset_manager role.
2. After each RITM is assigned to a user, the help manage enterprise asset requests agentic workflow invokes automatically.

Note: If the trigger to invoke the workflow is deactivated, the workflow must be invoked manually.

Note: The progress of the workflow is always updated and displayed in the Now Assist panel. Users can access the Now Assist panel by selecting the Now Assist icon

The workflow validates the request.Note: For the complete list of validation criteria, refer to Validating enterprise asset requests.

• If the validation is successful, the workflow can proceed with sourcing the requested assets.
• If the validation is unsuccessful, the request must be updated and then re-validated.

After the request is successfully validated, the workflow sources the requested assets.1. The asset sourcing AI agent checks if the requested assets are available in any local stockrooms. - If the requested assets are available, the AI agent checks if the Auto-consume option is enabled for any stockrooms that those assets are located in. - If the Auto-consume option is enabled, the AI agent uses assets from those stockrooms. - If the Auto-consume option is disabled, the workflow proceeds to step 4. - If the requested assets are not available, or if additional assets must still be sourced, the workflow proceeds to step 2. 2. The asset sourcing AI agent checks if the requested assets are available in any non-local stockrooms. - If the requested assets are available, the AI agent checks if the Auto-transfer option is enabled for any stockrooms that those assets are located in. - If the Auto-transfer option is enabled, the AI agent triggers the transfer order creation AI agent. This AI agent creates a transfer order to move the requested assets from a source stockroom to a destination stockroom. If multiple source or destination stockrooms are available, the AI agent requests user input when creating the transfer order.

Note: In this scenario, non-local stockrooms act as source stockrooms, while local stockrooms act as destination stockrooms.

    -   If the **Auto-transfer** option is disabled, the workflow proceeds to <a href="./">step 4</a>.

• If the requested assets are not available, or if additional assets must still be sourced, the workflow proceeds to step 3.
• The asset sourcing AI agent checks if the Auto-purchase option is enabled for any local stockrooms.
• If the Auto-purchase option is enabled, the AI agent triggers the purchase order creation AI agent. This AI agent creates a purchase order to obtain assets from a specified vendor. If multiple vendors are available, the AI agent requests user input when creating the purchase order.
• If the Auto-purchase option is disabled, the workflow proceeds to step 4.
• If the requested assets cannot be sourced automatically, user intervention is required.
  1. The asset sourcing AI agent creates sourcing plans to confirm how it should proceed with sourcing each requested asset.
  2. The AI agent launches the Now Assist panel to initiate a conversation with each user who is assigned to a requested asset.
  3. After reviewing the sourcing plan for an assigned asset, each user must either accept or reject the plan.
  4. Depending on whether a user accepts or rejects a sourcing plan, the workflow proceeds as follows:
     • If a user accepts a sourcing plan without requesting any modifications, the relevant AI agent sources the asset accordingly.

Note: If any modifications are required at a later time, the user must re-initiate the conversation in the Now Assist panel.

    -   If a user rejects a sourcing plan, the requested asset must be sourced manually.