Process a purchase requisition edit request in playbook

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

    • Use the procurement playbook to approve or reject the revision requests for the quantity of the product or delivery location.

    Before you begin

    Role required: sn_spend_psd.admin, agents, fulfillers

    About this task

    As an agent, you can view the requests, complete tasks across multiple workflow activities, and manage complex operations from a unified playbook. The playbook provides agents an automated way to visualize the overall process in a task-oriented format.

    Procedure

    1. Navigate to All > Procurement Case Management > Source-to-Pay Workspace.
    2. Select the List icon () and select All work > Cases.
    3. Select a case of type Edit a purchase.
      Note:
      With the revision request raised, the state has been changed to Pending Revision for both the purchase requisition and purchase line. Remember that the Edit option is unavailable for purchases in the Close state. You can view all the associated information in the Details tab, and information on the procurement case lines, tasks, and original purchase in the Procurement Case Lines, Purchasing Tasks, Related work, and Original purchase tabs.
      The Playbook tab opens with the Edit a purchase requisition section.
    4. Complete the steps in the various stages and activities of the Edit a purchase requisition 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.
      Intake and Assess Modifications requested by shopper This activity completes automatically.
      Confirm or reject request to edit PR This activity enables you to review the initial request, confirm or reject the request to edit the PR. The available options are:
      • Confirm: When you confirm, you can check the revised the purchase request or purchase request line with updated quantity and location. On successful update, the request to edit a purchase request is automatically closed.
      • Reject: When you reject, you must contact the supplier and confirm whether the order can be rejected. When a supplier allows cancellation, the request changes to Closed Rejected state.
      Process PR Edit Update PR with new details This activity updates the PR with new details and completes automatically.
      Close case Notify the requestor

      Use this activity to email the business owner confirming that lines from their purchase requisition have been successfully edited.

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

      Select Send Email to send the email.
      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.
      Update case to complete After the PR has been updated, the request to edit a PR is automatically closed.

    Result

    The request updates the purchase requisition or line item with revised quantity or location. A new card of revision type is also created for the shopper and approvers to communicate on, which can be viewed by the shopper from My purchases.