Tracking your procurement requests in Employee Center
As a shopper, you can enjoy complete visibility into the progress of your requests by tracking your procurement cases in Employee Center.
As a shopper or employee, you can view the current status and track the progress of your procurement requests or cases in Employee Center. Not only can you view the complete list of steps involved in closing a case, but also those that have been passed or skipped on the way to closure.
You can navigate to your cases from . Alternatively, you can go to , and select My purchases from your profile list. Here, you can view all the procurement cases created against your purchases in the corresponding Cases tab. Select
View details on a specific case to view the current state of the case, details on when it was created and last updated, progress, and so on. In both cases, you’re directed to your request details page in Employee Center.
Note:
You can track the progress for only those cases that have playbooks associated with them, such as edit or cancel a purchase, return goods to a supplier, and so on.
For your shoppers to view the complete list of steps on procurement cases or requests, relevant activities are provided with the Playbook status (sn_spend_sdc_playbook_status) table by default, with steps to be displayed to the
shoppers mapped against the playbook steps that are displayed to the procurement specialists. Your administrators can add new activities and mappings, or edit these existing configurations, if required.
Note:
To view the progress bar on
the case details page in Employee Center, ensure that a playbook is associated to that case, and that playbook status configuration records are created for the steps to be displayed in the Playbook status table.
For more information on these playbooks available on Source-to-Pay Workspace, see: