Fulfilling request for copy of contract in playbook

Reduce manual effort by providing your procurement specialist with a playbook for attaching the contract from and sending it as an email to the employee who requested for it.

If an employee requires a copy of a contract they have access to, they can submit a request for the same from Employee Center by navigating to Purchase and expense > Purchase Requests > Request a copy of contract. A procurement case of type Request a copy of contract is created for the procurement specialist to work on, in Source-to-Pay Workspace.​ The procurement specialist can attach a copy of the contract from a playbook and send it as an email to the employee who requested for it. This reduces a lot of manual effort and provides the procurement specialist a single place to perform all the necessary actions.​

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

関連概念

• 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

関連タスク

• 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