Review delivery address in playbook

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Verify a delivery address presented through the playbook by evaluating the address against supplier addresses and indicating whether it’s valid.

    Before you begin

    Role required: Fulfiller, agent

    Review delivery address in playbook

    Procedure

    1. Navigate to All > Procurement Case Management > Procurement Workspace.
    2. Select the List icon (List icon.) and select All team work > Cases.
    3. Open a procurement case with filter criteria set to Delivery address review and the State set to In review.
    4. Note the address in the Delivery locations section.
    5. Verify the address against the addresses in the delivery locations table of addresses provided by the supplier.
    6. Indicate the status of the address.
      Address statusAction
      Address provided by the shopper is invalid and can’t be verified
      1. Select Not Verified.
      2. Select Compose email and notify the shopper through an email to recheck the address.
        Note:
        You can add or edit the default email wording from the record to communicate with the shopper. For more information, see Email composer with quick messages and response templates in Source-to-Pay Workspace.
      3. Set the State field to On hold.

        You’re notified through the activity stream of the procurement case when a shopper updates the address in the purchase order.

      4. Validate the updated address.
      Address provided by the shopper is valid but isn't approved by the supplier company
      1. Select Not Verified not approved.
      2. Select Compose email and notify the shopper through an email to recheck the address.
      3. Set the State field to On hold.

        In response to the email, the shopper updates the address in a purchase order line.

        You’re notified through the activity stream of the procurement case whenever a shopper updates the address in the purchase order.

      4. Validate the updated address.
      Address provided by the shopper is valid and approved by the supplier company
      1. Set the State field to In review.
      2. Select Verified and approved.
    7. After you’ve confirmed that an address is valid and approved, select Mark complete.

    Result

    The playbook card displays the confirmation message Procurement case can be marked as complete as the delivery address is valid and approved. The procurement case is updated with valid address and the playbook is closed.