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.
Before you begin
Role required: sn_spend_psd.agent
About this task
As a fulfiller, you can review the details of the Edit Receipt request and choose to either confirm or reject it.
Note:
This task is not required if the
sn_spend_cp.enable_automated_edit_receipt_flow system
property is enabled. For more information, see Components installed with Sourcing and Procurement Operations.Procedure
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Select the List icon (
) and select .
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Select the case of type Edit a receipt.
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Complete the steps in the various stages and activities of the Edit a receipt playbook.
Table 1. Playbook receipt stages 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 Case type: field, leave the default value as-is.
- In the Short description field, add a brief description for the case.
- In the Description field, add a detailed 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 Review the changes requested by the shopper on the delivery receipt. Review and confirm Confirm edit Review this request to edit the delivery receipt and confirm or reject whether it can be processed. Select one of the following actions.
- Confirm: When you confirm, the procurement case moves to Work in progress state.
- Reject: When you reject, the procurement case moves to Closed Rejected state.
Edit delivery receipt Updates the delivery receipt with the changes requested by the shopper Update purchase order line Updates the purchase order line with the quantity of items received, as specified by the shopper. Close case Notify the requester 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:Updates the case to Closed Completed.- In the Work notes field, add any comments about the case.
- In the Close notes field, add any closing comments.
- Select Complete case.