Verifying delivery addresses in playbook
Procurement specialists can verify delivery addresses and notify shoppers through email for delivery address-related updates using playbook.
As a procurement specialist or an agent, you can check and approve delivery addresses provided by shoppers. With playbook, you can visualize the end-to-end address verification process in a task-oriented format. First, you manually verify the address provided by the shopper against the supplier company's addresses available in the delivery locations table. If the shopper's address is invalid or missing, you can request that the shopper provide the correct address through an email. The shopper then updates the address details in the purchase order line. For more information about editing a purchase line, see Edit a purchase order line.
The activity stream, which tracks the interactions between a shopper and an agent, notifies you when the shopper updates the address in the purchase order line.
- Review delivery address in playbook
Verify a delivery address presented through the playbook by evaluating the address against supplier addresses and indicating whether it’s valid.
Parent Topic:Working with SPO playbooks in the Source-to-Pay Workspace
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