Fulfill request for copy of contract in playbook

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：4分

    • Attach a copy of the contract from a playbook and send it as an email to the employee who requested for it.

    始める前に

    Role required: Procurement specialist

    Fulfill request for copy of contract in playbook

    手順

    1. Navigate to All > Procurement Case Management > Source-to-Pay Workspace.
    2. Select the List icon (List icon.) and select All work > Cases.
    3. Select the applicable Request a copy of contract case from the list for further processing.
    4. Complete the steps in the various stages and activities of the Verify and approve delivery address playbook.
      表 : 1. Stages of the verify and approve delivery address 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.

      In the Assigned to search field, select a procurement specialist to work on this case.

      Select one of the following actions:
      • Select Save to save your changes.
      • Select Start work to start working on the case.
      Send a copy of contract Collect contract details properties This is an automated step to get the contract details from submitted case.
      Review/attach contract properties Find and review the contract as specified in request.

      If a contract is already attached to this case, it’s displayed here. The procurement specialist can open and view the contract and verify the details, if necessary.
      Find and attach contract when contract number is not specified Find and attach contract when contract number is not specified.

      Select Compose email to draft the email for the employee.

      Select Add File to browse and attach the contract file to the email.

      Consider these scenarios:

      • If a contract number is specified in the request, and an attachment exists for that contract in the contract record, attach the requested contract number to the email.
      • If a contract number is specified in the request, but an attachment doesn't exist for that contract in the contract record, find the file for the contract number and attach it to the email.
      • If a contract number isn't specified in the request, and only details are mentioned, find the contract as described by the requester and attach it to the email.

      Select Send Email to send the email for the employee.

      Select Done.
      Close case 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 The request is now fulfilled and the procurement case moves to the Closed Completed state.