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.

If a shopper checks out multiple products from a single supplier, multiple purchase requisition lines are generated that can contain missing GL accounting details. The purchase requisition lines with missing GL accounting details are auto-populated in a playbook associated with the purchase requisition in the procurement case.

• Review and update missing general ledger details in playbook
  Review and update missing General Ledger (GL) accounting details through the procurement playbook. If a shopper checks out multiple products from a single supplier, multiple Purchase Requisition Lines (PRLs) are generated, some of which could potentially contain missing GL accounting details.

Related concepts

• Fulfilling request for copy of contract in playbook
• Routing NDAs to suppliers
• Verifying delivery addresses in playbook
• Sourcing intake guided experience with playbooks
• Streamlining the supplier risk assessment workflow

Related tasks

• 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