Review details and request clarification on a sourcing request in playbook

Get complete clarity on a sourcing request by reviewing the intake details, purchase lines, and approvals, and requesting clarification on the request, if necessary. You can perform these actions from the Request details section of the sourcing intake playbook.

Before you begin

Role required: Sourcing manager

Procedure

1. Navigate to All > Procurement Case Management > Source-to-Pay Workspace.
2. Select the List icon () and select All work > Sourcing Requests.
3. Open the sourcing request that you want to work with.

   You can also pick the sourcing request that you want to work with from the workspace landing page.

   Note:

   To work on the sourcing intake playbook, the sourcing request must be in the Pending Review state.
4. Review the sourcing request details and update them, if necessary.
5. Select Continue.
6. Review the details of the purchase lines within the sourcing request.
7. Select Continue.
8. Review whether the requester has all the required approvals for this sourcing request.
9. Select Continue.
10. Review all the cases and tasks related to this sourcing request.
11. Optional: To reach out to the appropriate teams for additional clarification on this sourcing request:
    1. Select Create a type of work.
    2. On the Create a type of work pop-up window, select the required case or task.
    3. Select Create.
    4. Select Save to save the case or task and add it to the sourcing request.
12. Select Continue.

What to do next

Decide if you want to negotiate with suppliers right away, or skip this step and start qualifying the sourcing request instead. You can perform these actions from the Sourcing approach section of the sourcing intake playbook. For details, see Select a sourcing approach in playbook. For more information about the qualification process, see Supplier qualification.