happy-technologies-llc/purchase-order-summarization

Purchase Order Summarization

Overview

This skill provides a structured approach to summarizing purchase orders in ServiceNow Sourcing and Procurement Operations. It helps you:

• Retrieve complete PO details including all line items from proc_po and proc_po_item
• Track delivery status and receipt progress via proc_rec_slip_item
• Assess budget impact by comparing PO spend against planned budgets
• Identify orders at risk of late delivery based on expected delivery dates and receipt gaps
• Link POs back to originating requisitions and requested items

When to use: When procurement staff need a consolidated view of PO status, when tracking deliveries against commitments, or when assessing budget consumption and delivery risk.

Prerequisites

• Roles: sn_procurement.manager, sn_procurement.analyst, or procurement_user
• Plugins: com.sn_procurement (Sourcing and Procurement Operations) activated
• Access: Read access to proc_po, proc_po_item, proc_rec_slip_item, core_company, sc_req_item
• Knowledge: Understanding of your organization's PO lifecycle states and delivery SLAs

Procedure

Step 1: Retrieve the Purchase Order Header

Fetch core PO details including vendor, amounts, and dates.

Using MCP (Claude Code/Desktop):

Tool: SN-Read-Record
Parameters:
  table_name: proc_po
  sys_id: [po_sys_id]
  fields: sys_id,number,vendor,total_cost,state,ordered_date,expected_delivery,currency,ship_to,bill_to,requested_by,purchase_order_type,payment_terms,contract,description,short_description

If searching by PO number:

Tool: SN-Query-Table
Parameters:
  table_name: proc_po
  query: number=PO0012345
  fields: sys_id,number,vendor,total_cost,state,ordered_date,expected_delivery,currency,ship_to,bill_to,requested_by,purchase_order_type,payment_terms,contract
  limit: 1

Using REST API:

GET /api/now/table/proc_po?sysparm_query=number=PO0012345&sysparm_fields=sys_id,number,vendor,total_cost,state,ordered_date,expected_delivery,currency,ship_to,bill_to,requested_by,purchase_order_type,payment_terms,contract&sysparm_limit=1&sysparm_display_value=true

Step 2: Retrieve Line Items

Fetch all line items on the purchase order.

Using MCP:

Tool: SN-Query-Table
Parameters:
  table_name: proc_po_item
  query: purchase_order=[po_sys_id]^ORDERBYline_number
  fields: sys_id,line_number,item_description,model,part_number,quantity,unit_price,total_cost,received_quantity,state,expected_delivery,cat_item,requested_item
  limit: 100

Using REST API:

GET /api/now/table/proc_po_item?sysparm_query=purchase_order=[po_sys_id]^ORDERBYline_number&sysparm_fields=sys_id,line_number,item_description,model,part_number,quantity,unit_price,total_cost,received_quantity,state,expected_delivery,cat_item,requested_item&sysparm_limit=100&sysparm_display_value=true

Step 3: Check Goods Receipt Status

Query receiving slip items to determine what has been delivered.

Using MCP:

Tool: SN-Query-Table
Parameters:
  table_name: proc_rec_slip_item
  query: purchase_order=[po_sys_id]^ORDERBYreceived_date
  fields: sys_id,po_item,quantity_received,received_date,receiving_slip,condition,notes,accepted_quantity,rejected_quantity
  limit: 100

Using REST API:

GET /api/now/table/proc_rec_slip_item?sysparm_query=purchase_order=[po_sys_id]^ORDERBYreceived_date&sysparm_fields=sys_id,po_item,quantity_received,received_date,receiving_slip,condition,notes,accepted_quantity,rejected_quantity&sysparm_limit=100&sysparm_display_value=true

Step 4: Retrieve Vendor Details

Get supplier information for context.

Using MCP:

Tool: SN-Query-Table
Parameters:
  table_name: core_company
  query: sys_id=[vendor_sys_id]
  fields: sys_id,name,stock_symbol,vendor_type,city,state,country,phone,contact,vendor_rating
  limit: 1

Using REST API:

GET /api/now/table/core_company/[vendor_sys_id]?sysparm_fields=sys_id,name,vendor_type,city,state,country,phone,contact,vendor_rating&sysparm_display_value=true

Step 5: Identify Late Delivery Risks

Query POs where expected delivery has passed but items remain unreceived.

Using MCP:

Tool: SN-Query-Table
Parameters:
  table_name: proc_po
  query: expected_delivery<javascript:gs.nowDateTime()^state=ordered^ORstate=partially_received
  fields: sys_id,number,vendor,total_cost,expected_delivery,ordered_date,state
  limit: 50
  order_by: expected_delivery

For line-level risk assessment:

Tool: SN-Query-Table
Parameters:
  table_name: proc_po_item
  query: expected_delivery<javascript:gs.nowDateTime()^received_quantity<quantity^stateNOT INcancelled,received
  fields: sys_id,purchase_order,item_description,quantity,received_quantity,expected_delivery,state
  limit: 50
  order_by: expected_delivery

Using REST API:

# POs past expected delivery
GET /api/now/table/proc_po?sysparm_query=expected_delivery<javascript:gs.nowDateTime()^state=ordered^ORstate=partially_received&sysparm_fields=sys_id,number,vendor,total_cost,expected_delivery,ordered_date,state&sysparm_limit=50&sysparm_display_value=true

# Line items past expected delivery with outstanding quantities
GET /api/now/table/proc_po_item?sysparm_query=expected_delivery<javascript:gs.nowDateTime()^received_quantityLESSTHANquantity^stateNOT INcancelled,received&sysparm_fields=sys_id,purchase_order,item_description,quantity,received_quantity,expected_delivery,state&sysparm_limit=50&sysparm_display_value=true

Step 6: Link to Originating Requests

Trace PO line items back to requested items and requisitions.

Using MCP:

Tool: SN-Query-Table
Parameters:
  table_name: sc_req_item
  query: sys_id=[requested_item_sys_id]
  fields: sys_id,number,short_description,request,requested_for,state,stage,price,quantity
  limit: 1

Using REST API:

GET /api/now/table/sc_req_item/[requested_item_sys_id]?sysparm_fields=sys_id,number,short_description,request,requested_for,state,stage,price,quantity&sysparm_display_value=true

Step 7: Build the PO Summary

Assemble the collected data:

=== PURCHASE ORDER SUMMARY ===
PO Number: PO0012345
State: [state] | Type: [purchase_order_type]
Vendor: [vendor_name] ([city], [country])
Ordered: [ordered_date] | Expected Delivery: [expected_delivery]
Total Cost: [currency] [total_cost]

LINE ITEMS: [count] items
| # | Description | Qty | Unit Price | Total | Received | Status |
|---|------------|-----|-----------|-------|----------|--------|
| 1 | [desc]     | 100 | $10.00    | $1,000| 100      | Received |
| 2 | [desc]     |  50 | $25.00    | $1,250|  30      | Partial  |
| 3 | [desc]     |  25 | $50.00    | $1,250|   0      | Ordered  |

RECEIPT STATUS:
Total Items: [total_qty] | Received: [received_qty] ([pct]%)
Fully Received Lines: [count] of [total_lines]
Last Receipt Date: [date]

DELIVERY RISK:
- Line 2: 20 units outstanding, [days] days past expected delivery
- Line 3: 25 units not yet shipped, delivery due in [days] days

BUDGET IMPACT:
Requisition: REQ0009876 | Requested By: [name]
Original Estimate: $[est] | PO Total: $[actual] | Variance: $[diff] ([pct]%)

RELATED INVOICES:
- INV-2024-0456: $[amount] - [state]

Tool Usage

MCP Tools Reference

| Tool | When to Use | |------|-------------| | SN-Query-Table | Query POs, line items, receipts, vendors, and requisitions | | SN-NL-Search | Natural language search (e.g., "find overdue purchase orders for Dell") | | SN-Read-Record | Retrieve a single PO record with all fields |

REST API Reference

| Endpoint | Method | Purpose | |----------|--------|---------| | /api/now/table/proc_po | GET | Query purchase orders | | /api/now/table/proc_po_item | GET | Retrieve PO line items | | /api/now/table/proc_rec_slip_item | GET | Check goods receipt status | | /api/now/table/core_company | GET | Vendor details | | /api/now/table/sc_req_item | GET | Originating requested items | | /api/now/table/sn_spo_requisition | GET | Requisition details | | /api/now/table/sn_proc_invoice | GET | Related invoices |

Best Practices

• Track Partial Receipts: Always compare received_quantity against quantity at the line item level, not just PO totals
• Flag Overdue Items Early: Set up risk thresholds (e.g., 3 days before expected delivery with no receipt)
• Include Vendor Context: Vendor rating and history provide important context for risk assessment
• Compare to Budget: Always link PO spend back to the originating requisition to track budget variance
• Use Display Values: Include sysparm_display_value=true to get readable vendor names and states
• Check for Amendments: Look for PO revision history or related POs that may indicate change orders

Troubleshooting

"PO line items not found"

Cause: The PO may have been created without line items or items are on a related table Solution: Verify the purchase_order reference field on proc_po_item matches the PO sys_id; check if items use a custom line item table

"Received quantity exceeds ordered quantity"

Cause: Over-shipment by vendor or duplicate receiving slip entries Solution: Query proc_rec_slip_item by po_item to check for duplicates; verify with warehouse receiving team

"Expected delivery date is empty"

Cause: The field was not populated when the PO was created Solution: Check individual line item expected_delivery fields which may be set independently; contact the vendor for updated delivery estimates

"Cannot link PO to requisition"

Cause: The PO may have been created directly without a requisition Solution: Check the requested_item field on PO line items; alternatively search sn_spo_requisition by vendor and date range

Examples

Example 1: Single PO Summary

Scenario: Summarize PO0023456 for a status meeting.

Tool: SN-Query-Table
Parameters:
  table_name: proc_po
  query: number=PO0023456
  fields: sys_id,number,vendor,total_cost,state,ordered_date,expected_delivery,currency
  limit: 1

Tool: SN-Query-Table
Parameters:
  table_name: proc_po_item
  query: purchase_order.number=PO0023456
  fields: line_number,item_description,quantity,unit_price,total_cost,received_quantity,state
  limit: 50

Output:

PO0023456 - SUMMARY
Vendor: TechSupply Inc | State: Partially Received
Ordered: Feb 28, 2026 | Expected: Mar 15, 2026 (4 DAYS OVERDUE)
Total: $47,500.00

LINE ITEMS:
1. Laptop Dell Latitude 5540 x20 @ $1,200 = $24,000 - RECEIVED (20/20)
2. Docking Station WD22TB4 x20 @ $350 = $7,000 - RECEIVED (20/20)
3. Monitor Dell U2723QE x40 @ $412.50 = $16,500 - PARTIAL (25/40)

RISK: Line 3 has 15 monitors outstanding, 4 days past expected delivery.
ACTION: Contact TechSupply for updated ETA on remaining monitors.

Example 2: Late Delivery Risk Report

Scenario: Generate a report of all POs at risk of late delivery.

Tool: SN-Query-Table
Parameters:
  table_name: proc_po
  query: expected_delivery<javascript:gs.nowDateTime()^stateINordered,partially_received^ORDERBYexpected_delivery
  fields: number,vendor,total_cost,expected_delivery,state
  limit: 25

Output:

LATE DELIVERY RISK REPORT - Mar 19, 2026

OVERDUE (past expected delivery):
1. PO0023456 - TechSupply Inc - $16,500 remaining - 4 days overdue
2. PO0023401 - Office Depot - $3,200 remaining - 7 days overdue
3. PO0023389 - Cisco Systems - $142,000 remaining - 12 days overdue

AT RISK (delivery within 3 days, no receipt activity):
4. PO0023501 - AWS Corp - $28,000 - due Mar 21
5. PO0023498 - Grainger - $5,600 - due Mar 22

TOTAL AT RISK: $195,300 across 5 POs
RECOMMENDED: Escalate PO0023389 (Cisco) - 12 days overdue, high value.

Example 3: Budget Impact Analysis

Scenario: Compare PO actuals against requisition estimates for Q1.

Tool: SN-Query-Table
Parameters:
  table_name: proc_po
  query: ordered_date>=2026-01-01^ordered_date<2026-04-01^state!=cancelled
  fields: number,vendor,total_cost,ordered_date,state
  limit: 200

Output:

Q1 2026 BUDGET IMPACT
Total POs Issued: 67
Total Committed: $1,245,600
Total Received/Invoiced: $892,300
Outstanding Commitments: $353,300

BY CATEGORY:
  IT Hardware: $456,000 (37% of total)
  Software Licenses: $312,000 (25%)
  Office Supplies: $98,600 (8%)
  Professional Services: $379,000 (30%)

VARIANCE FROM BUDGET:
  Allocated: $1,400,000
  Committed: $1,245,600
  Remaining: $154,400 (11% under budget)

Related Skills

• procurement/invoice-management - Three-way matching and invoice processing
• procurement/procurement-summarization - Procurement case and pipeline overview
• procurement/sourcing-summarization - Sourcing events and bid analysis
• procurement/supplier-recommendation - Vendor performance and scoring
• catalog/request-fulfillment - Track fulfillment of catalog requests