Review delivery address in playbook

  • Release version: Zurich
  • Updated July 31, 2025
  • 2 minutes to read

    • Verify a delivery address presented through the playbook by evaluating the address against supplier addresses and indicating whether it’s valid.

    Before you begin

    Role required: Fulfiller, agent

    Review delivery address in playbook

    Procedure

    1. Navigate to All > Procurement Case Management > Source-to-Pay Workspace.
    2. Select the List icon () and select All work > Cases.
    3. Open a procurement case with filter criteria set to Delivery Address Review and the State set to In review.
    4. Complete the steps in the various stages and activities of the Verify and approve delivery address playbook.
      Table 1. Stages in 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.

      You can do the following:

      • In the Assigned to search field, search for and select the person that you want to assign the case to.
      • In the Short description field, update the description for the case.
      • Select one of the following actions:
        • Select Save to save your changes.
        • Select Start work to start working on the case.
      Verify and approve address Check that the address is verified and company approved This activity enables you to review the delivery address and indicate if it is verified and company approved.

      The options are:

      • Not verified:Select this option if the address provided by the shopper is invalid and can’t be verified.
      • Verified but not approved: Select this option if the address provided by the shopper is valid but isn't approved by the supplier company.
      • Verified and approved: Select this option if the address provided by the shopper is valid and approved by the supplier company.
      Close case Notify the requestor

      Use this activity to email the requestor about the status of the delivery address verification and approval.

      A draft email appears with pre-populated data in the Subject field. The email body is pre-populated with the relevant text.

      Select one of the following actions:

      • Send Email: Sends the email instantly.
      • Skip: Skips this activity and moves to the next activity.
      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.

    Result

    The procurement case is updated with valid address and its state updates to Closed Completed.