Base system procurement case type reference

  • Release version: Zurich
  • Updated April 13, 2026
  • 3 minutes to read

    • Procurement Case Management provides 13 base system case types that classify procurement work.

    Purchase modification cases

    Purchase modification cases are initiated by a requestor or shopper from within ShoppingHub.

    Table 1. Purchase modification case types
    Case type Purpose How it is created
    Edit a purchase

    edit_purchase

    		 Modify an existing purchase requisition or purchase order — for example, to change quantity, price, delivery date, or line items. Requestor selects the edit action in ShoppingHub. The system creates a purchase modification record and the create_procurement_case subflow creates the case.
    Return a purchase

    return_purchase

    		 Return received goods to the supplier. Requestor selects the return action in ShoppingHub. The system creates a purchase modification record and the create_procurement_case subflow creates the case.
    Replace a purchase

    replace_purchase

    		 Replace damaged, incorrect, or defective goods. Requestor selects the replace action in ShoppingHub. The system creates a purchase modification record and the create_procurement_case subflow creates the case.
    Edit a receipt

    edit_receipt

    		 Correct a receiving record after goods have been received — for example, to adjust the quantity received. Requestor selects the edit receipt action in ShoppingHub. The case is handled end-to-end by the Edit a Receipt playbook.

    Compliance review cases

    Compliance review cases are created automatically by the system when a purchase requisition or purchase order meets the conditions defined in the Task Generation Decision Table, or when a procurement specialist opens a case manually.

    Table 2. Compliance review case types
    Case type Purpose How it is created
    GL Coding Review

    gl_coding_review

    		 Verify and correct the general ledger account coding on a purchase line before the order is placed. Automatic — the Task Generation Decision Table creates the case when a purchase requisition is submitted and the GL coding review rule fires.
    Budget Review

    budget_review

    		 Confirm that sufficient budget exists for the purchase before the order is placed or sourced. Automatic — the Task Generation Decision Table creates the case when a purchase requisition is submitted and the budget review rule fires.
    Contract Review

    contract_review

    		 Review applicable contracts before the purchase proceeds. Automatic — the Task Generation Decision Table creates the case when a purchase requisition is submitted and the contract review rule fires.
    Send NDA for Signature

    send_nda

    		 Send a non-disclosure agreement to the supplier associated with the purchase for signature before the purchase proceeds. Automatic — the Task Generation Decision Table creates the case when a purchase requisition is submitted and the NDA rule fires.
    Delivery Address Review

    delivery_address_review

    		 Verify and approve the delivery address on a purchase before the order proceeds. The case is created when the delivery address on the purchase requisition requires verification or company approval. Automatic — created by the system when a purchase requisition is submitted and the delivery address on a line item requires review. Requires the Purchase Modification Content Pack (sn_spend_cp).
    Due Diligence

    due_diligence

    		 Conduct a supplier due diligence assessment before a purchase proceeds. Manual — opened by a procurement specialist — or automatically via the Task Generation Decision Table during supplier qualification. The case is initially assigned to the user who creates it.

    Support request cases

    Support request cases are opened by employees through the Service Catalog or Employee Center to get help from the procurement organization.

    Table 3. Support request case types
    Case type Purpose How it is created
    Inquiry

    inquiry

    		 Request general support or ask a question of the procurement organization. Employee submits the Ask procurement catalog item in the Service Catalog or Employee Center.
    Request a Corporate Card

    request_cc

    		 Request a corporate purchasing card for business expenses. The procurement or finance team processes the request and coordinates card issuance. Employee initiates the request. The specific catalog item or portal entry point is configured during implementation.
    Request a copy of contract

    request_contract_copy

    		 Obtain a copy of an existing supplier contract for reference. Employee submits the Request a copy of contract catalog item in the Service Catalog or Employee Center. The system links the case to the relevant contract record and populates the case description with the contract number.