Working with Sourcing and Procurement Operations playbooks in the Source-to-Pay Workspace

Playbooks provide a streamlined and consistent way of accomplishing various tasks, such as editing a purchase order, editing a purchase requisition, approving or rejecting cancellation requests, and so on.

• Process a purchase order edit in playbook
  You can edit and revise the quantity of the product or delivery location of the purchase orders based on your requirements.
• Process a purchase requisition edit request in playbook
  Use the procurement playbook to approve or reject the revision requests for the quantity of the product or delivery location.
• Process a return request in playbook
  Use the procurement playbook to approve or reject return requests.
• Process a replacement request in playbook
  Use the procurement playbook to approve or reject replacement requests.
• Process an edit receipt request in playbook
  You can revise previously approved receipts to correct any discrepancies, ensuring the delivery receipt accurately reflects the quantities received for a specific purchase order.
• 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.
• Routing NDAs to suppliers
  Reduce manual effort by providing your procurement specialist with a single place to perform all the necessary actions when creating and routing Non-Disclosure Agreements (NDAs) to suppliers and third parties.
• Verifying delivery addresses in playbook
  Procurement specialists can verify delivery addresses and notify shoppers through email for delivery address-related updates using playbook.
• Reviewing and updating general ledger details in playbook
  As a fulfiller working in the procurement team, you can review and update missing General Ledger (GL) account details using playbook.
• Sourcing intake guided experience with playbooks
  As sourcing managers, you can use the sourcing intake and negotiation setup playbooks to guide you through the complex request intake process so that you can focus on actual productive work such as negotiating savings from suppliers.
• Streamlining the supplier risk assessment workflow
  As procurement specialists, track activity on the Third-Party Risk Management (TPRM) records, and update and make changes to the sourcing requests and purchase requests based on the final risk rating.

Related concepts

• Using Shopping Hub Mobile
• Using Procurement Case Management
• Using Spend and Savings Management
• Using Sourcing Pipeline Management

Related tasks

• Create a Universal Request

Related reference

• Using Shopping Hub