Process an edit receipt request in playbook

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.

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.

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.

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.