{"revision":"c10276e953456835cdbb1f3a60d58ae1980be353","document":{"id":50425,"path":"source-to-pay-operations/sourcing-and-procurement-operations/playbook-edit-request-flow.md","title":"Process a purchase requisition edit request in playbook","bundle":null,"doc_type":null,"release":"australia","body":"\n# Process a purchase requisition edit request in playbook\n\nUse the procurement playbook to approve or reject the revision requests for the quantity of the product or delivery location.\n\n## Before you begin\n\nRole required: sn\\_spend\\_psd.psd\\_admin, agents, fulfillers\n\n## About this task\n\nAs an agent, you can view the requests, complete tasks across multiple workflow activities, and manage complex operations from a unified playbook. The playbook provides agents an automated way to visualize the overall process in a task-oriented format.\n\n\\[Omitted image \"pb-edit-request-flow.png\"\\] Alt text: Process an edit request in playbook\n\n## Procedure\n\n1.  Navigate to **All** &gt; **Procurement Case Management** &gt; **Source-to-Pay Workspace**.\n\n2.  Select the List icon \\(\\[Omitted image \"cases-list-icon.png\"\\] Alt text: List icon.\\) and select **All work** &gt; **Cases**.\n\n3.  Select a case of type **Edit a purchase**.\n\n    **Note:** With the revision request raised, the state has been changed to Pending Revision for both the purchase requisition and purchase line. Remember that the **Edit** option is unavailable for purchases in the Close state. You can view all the associated information in the **Details** tab, and information on the procurement case lines, tasks, and original purchase in the **Procurement Case Lines**, **Purchasing Tasks**, **Related work**, and **Original purchase** tabs.\n\n    The **Playbook** tab opens with the **Edit a purchase requisition** section.\n\n4.  Complete the steps in the various stages and activities of the Edit a purchase requisition playbook.\n\n<table id=\"table_bgd_tzx_ztb\"><thead><tr><th>\n\nStage\n\n</th><th>\n\nActivity\n\n</th><th>\n\nActivity Details\n\n</th></tr></thead><tbody><tr><td>\n\nReview case\n\n</td><td>\n\nAssign case\n\n</td><td>\n\nUse this activity to assign the case to a different person or keep the case assigned to you.You can do the following:\n\n -   In the **Assigned to** search field, search for and select the person that you want to assign the case to.\n-   In the **Short description** field, update the description for the case.\n-   Select one of the following actions:\n    -   Select **Save** to save your changes.\n    -   Select **Start work** to start working on the case.\n\n\n</td></tr><tr><td rowspan=\"2\">\n\nIntake and Assess\n\n</td><td>\n\nModifications requested by shopper\n\n</td><td>\n\nThis activity completes automatically.\n\n</td></tr><tr><td>\n\nConfirm or reject request to edit PR\n\n</td><td>\n\nThis activity enables you to review the initial request, confirm or reject the request to edit the PR. The available options are:-   **Confirm**: When you confirm, you can check the revised the purchase request or purchase request line with updated quantity and location. On successful update, the request to edit a purchase request is automatically closed.\n-   **Reject**: When you reject, you must contact the supplier and confirm whether the order can be rejected. When a supplier allows cancellation, the request changes to Closed Rejected state.\n\n\n</td></tr><tr><td>\n\nProcess PR Edit\n\n</td><td>\n\nUpdate PR with new details\n\n</td><td>\n\nThis activity updates the PR with new details and completes automatically.\n\n</td></tr><tr><td rowspan=\"3\">\n\nClose case\n\n</td><td>\n\nNotify the requestor\n\n</td><td>\n\nUse this activity to email the business owner confirming that lines from their purchase requisition have been successfully edited.\n\n A draft email appears with pre-populated data in the **Subject** field. The email body is pre-populated with the relevant text.\n\n Select **Send Email** to send the email.\n\n</td></tr><tr><td>\n\nComplete case\n\n</td><td>\n\nUse this activity to add work notes and close the case.\n\nDo the following:\n\n-   In the **Work notes** field, add any comments about the case.\n-   In the **Close notes** field, add any closing comments.\n-   Select **Complete case**.\nUpdates the case to Closed Completed.\n\n</td></tr><tr><td>\n\nUpdate case to complete\n\n</td><td>\n\nAfter the PR has been updated, the request to edit a PR is automatically closed.\n\n</td></tr></tbody>\n</table>\n## Result\n\nThe request updates the purchase requisition or line item with revised quantity or location. A new card of revision type is also created for the shopper and approvers to communicate on, which can be viewed by the shopper from **My purchases**.\n\n**Parent Topic:**[Working with SPO playbooks in the Source-to-Pay Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/sourcing-and-procurement-operations/work-playbooks-spo.md)\n\n**Related topics**  \n\n\n[Process a purchase order edit in playbook]()\n\n[Process a return request in playbook]()\n\n[Process a replacement request in playbook]()\n\n[Process an edit receipt request in playbook]()\n\n[Fulfilling request for copy of contract in playbook]()\n\n[Routing NDAs to suppliers]()\n\n[Verifying delivery addresses in playbook]()\n\n[Reviewing and updating general ledger details in playbook]()\n\n[Sourcing intake guided experience with playbooks]()\n\n[Streamlining the supplier risk assessment workflow]()\n\n[Purchase revision flows](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/sourcing-and-procurement-operations/purchase-revision-flows.md)\n\n[Purchase revision roles and responsibilities](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/sourcing-and-procurement-operations/purchase-revision-flows-roles.md)\n\n[Playbooks](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/build-workflows/process-automation-designer.md)\n\n"}}