Verifying delivery addresses in playbook

Procurement specialists can verify delivery addresses and notify shoppers through email for delivery address-related updates using playbook.

As a procurement specialist or an agent, you can check and approve delivery addresses provided by shoppers. With playbook, you can visualize the end-to-end address verification process in a task-oriented format. First, you manually verify the address provided by the shopper against the supplier company's addresses available in the delivery locations table. If the shopper's address is invalid or missing, you can request that the shopper provide the correct address through an email. The shopper then updates the address details in the purchase order line. For more information about editing a purchase line, see Edit a purchase order line.

The activity stream, which tracks the interactions between a shopper and an agent, notifies you when the shopper updates the address in the purchase order line.

• Review delivery address in playbook
  Verify a delivery address presented through the playbook by evaluating the address against supplier addresses and indicating whether it’s valid.

Concepts associés

• Fulfilling request for copy of contract in playbook
• Routing NDAs to suppliers
• Reviewing and updating general ledger details in playbook
• Sourcing intake guided experience with playbooks
• Streamlining the supplier risk assessment workflow

Tâches associées

• Process a purchase order edit in playbook
• Process a purchase requisition edit request in playbook
• Process a return request in playbook
• Process a replacement request in playbook
• Process an edit receipt request in playbook