Process a replacement request in playbook
Use the procurement playbook to approve or reject replacement requests.
始める前に
Role required: sn_spend_psd.admin, agents, fulfillers
このタスクについて
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.
手順
- Navigate to All > Procurement Case Management > Source-to-Pay Workspace.
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Select the List icon (
) and select All work > Cases.
- Select the Replace a purchase case from the list for further processing.
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Complete the steps in the various stages and activities of the Replace a purchase playbook.
表 : 1. Stages in replace a purchase 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.
Intake and Assess Lookup procurement case lines Look up procurement case line associated with this replacement request for use later in the process. Assign replacement request Replacement request is automatically assigned to the buyer assigned to the original purchase. Coordinate with Supplier Confirm replacement and collect information Contact the supplier, confirm the replacement, and collect the necessary information. Select to verify and process the information about the request.- Confirm: After you verify that replacement is feasible, confirm the request. When confirmed, the request moves to the Work in progress state. You can now send an email to the business owner confirming that the replacement request has been initiated.
- Reject: When you reject the replacement request, the request moves to the Closed Rejected state. You can now close the case by sending an email to the business owner confirming that the replacement request has been rejected.
Send business owner email confirming replacement acceptance Sends the business owner confirmation that after reviewing the replacement request and coordinating with supplier, the replacement is feasible. Close case Notify the requestor Sends the business owner confirmation that their replacement has been processed successfully. 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.
Update case to complete Updates the case to Closed Completed.