Purchase revision flows

As a procurement administrator, you can leverage or modify the existing workflows to process the purchase modification requests raised by shoppers.

When you install the Playbooks for Sourcing and Procurement Operations application, you can automate the overall purchase revision flows. The following workflow shows how the admin facilitates the purchase modification process to create requests, resolve request, and communicate with stakeholders:

• Purchase revision roles and responsibilities
  As a procurement administrator, you can create workflows that blend automation, integration, and human review to process the purchase modification requests raised by shoppers.
• Edit a purchase line from a purchase requisition or order
  You can edit and revise the quantity of a product or delivery location of a purchase line directly from a purchase requisition or order. You can also view the existing or current quantity or delivery date of the purchase requisition or order.
• Add a line to an existing purchase requisition or order
  You can add a new purchase line to an existing purchase requisition or order.
• Edit a purchase requisition line
  You can edit and revise the quantity of the product, budget, or delivery location of a purchase requisition line in a purchase requisition based on your requirements.
• Edit a purchase order line
  You can edit and revise the quantity of the product, budget, or delivery location of a purchase order line in a purchase order based on your requirements.
• Edit a purchase line from a purchase requisition or order from Employee Center (EC)
  You can edit and revise the quantity of a product or delivery location of a purchase line from Employee Center. You can also view the existing or current quantity or delivery date of the purchase requisition or order.
• Editing purchase requisitions and orders with cost allocation adjustments
  As a shopper, you can modify purchase requisitions (PRs) and purchase orders (POs) while maintaining cost allocation across multiple cost centers.
• Raise a cancel request
  As a shopper, you can cancel an entire purchase request, purchase order, or individual line items.

関連概念

• Purchase revision roles and responsibilities