Process a replacement request in playbook
Use the procurement playbook to approve or reject replacement requests.
Before you begin
Role required: sn_spend_psd.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.
Process a replacement request in playbook
Procedure
Navigate to All > Procurement Case Management > Source-to-Pay Workspace.
Select the List icon (
List icon.\) and select **All work** > **Cases**.
Select the Replace a purchase case from the list for further processing.
Complete the steps in the various stages and activities of the Replace a purchase 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.In the Assigned to search field, select a procurement specialist to work on this case. Select one of the following actions:
|
| Intake and Assess | Lookup procurement case lines | Look up procurement case line associated with this replacement request for use later in the process. |
| Assign replacement request | Replacement request is automatically assigned to the buyer assigned to the original purchase. | |
| Coordinate with Supplier | Confirm replacement and collect information | Contact the supplier, confirm the replacement, and collect the necessary information.Select to verify and process the information about the request.
|
| Send business owner email confirming replacement acceptance | Sends the business owner confirmation that after reviewing the replacement request and coordinating with supplier, the replacement is feasible. | |
| Close case | Notify the requestor | Sends the business owner confirmation that their replacement has been processed successfully. |
| Complete case | Use this activity to add work notes and close the case. Do the following:
| |
| Update case to complete | Updates the case to Closed Completed. |
Parent Topic:Working with SPO playbooks in the Source-to-Pay Workspace
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