Initiate a contract request from the playbook

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Initiate a contract request for sourcing requests or negotiation event from the playbook.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to the Source-to-Pay Workspace.
    2. Open the sourcing request or negotiation event for which you have to initiate a contract request.
      Note:
      From the playbook, you can initiate contract requests for sourcing requests and negotiation events only.
    3. Select Playbook and navigate to the Request details step.
    4. Select Create a type of work in the Assign work to others section.
    5. Select Contract request from the list of available options.
    6. Select a supplier from the list of available suppliers.
    7. Select Next.
    8. Provide the details about the contract that you have to initiate.
    9. Select Initiate.