Process a purchase requisition edit request in playbook

Use the procurement playbook to approve or reject the revision requests for the quantity of the product or delivery location.

Before you begin

Role required: sn_spend_psd.psd_admin, agents, fulfillers

About this task

As 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.

[Omitted image “pb-edit-request-flow.png”] Alt text: Process an edit request in playbook

Procedure

1. Navigate to All > Procurement Case Management > Source-to-Pay Workspace.

2. Select the List icon ([Omitted image "cases-list-icon.png"] Alt text: List icon.) and select All work > Cases.

3. Select a case of type Edit a purchase.

   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.

   The Playbook tab opens with the Edit a purchase requisition section.

4. Complete the steps in the various stages and activities of the Edit a purchase requisition playbook.

Stage Activity Activity Details Review case Assign case Use this activity to assign the case to a different person or keep the case assigned to you.You can do the following: - In the **Assigned to** search field, search for and select the person that you want to assign the case to. - In the **Short description** field, update the description for the case. - Select one of the following actions: - Select **Save** to save your changes. - Select **Start work** to start working on the case. Intake and Assess Modifications requested by shopper This activity completes automatically. Confirm or reject request to edit PR This 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. - **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. Process PR Edit Update PR with new details This activity updates the PR with new details and completes automatically. Close case Notify the requestor Use this activity to email the business owner confirming that lines from their purchase requisition have been successfully edited. A draft email appears with pre-populated data in the **Subject** field. The email body is pre-populated with the relevant text. Select **Send Email** to send the email. Complete case Use this activity to add work notes and close the case. Do the following: - In the **Work notes** field, add any comments about the case. - In the **Close notes** field, add any closing comments. - Select **Complete case**. Updates the case to Closed Completed. Update case to complete After the PR has been updated, the request to edit a PR is automatically closed.

Result

The 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.

Parent Topic:Working with SPO playbooks in the Source-to-Pay Workspace

Related topics

{Process a purchase order edit in playbook}[]

{Process a return request in playbook}[]

{Process a replacement request in playbook}[]

{Process an edit receipt request in playbook}[]

{Fulfilling request for copy of contract in playbook}[]

{Routing NDAs to suppliers}[]

{Verifying delivery addresses in playbook}[]

{Reviewing and updating general ledger details in playbook}[]

{Sourcing intake guided experience with playbooks}[]

{Streamlining the supplier risk assessment workflow}[]

Purchase revision flows

Purchase revision roles and responsibilities

Playbooks