---
sourceDocument: Xanadu Finance and Supply Chain
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/source-to-pay-operations

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Finance and Supply Chain

ft:clusterId :

    - stpop

bundleId :

    - stpop

workflow :

    - Creator


---

# Working with Sourcing and Procurement Operations playbooks in the Source-to-Pay Workspace

# Working with Sourcing and Procurement Operations playbooks in the Source-to-Pay Workspace {#ariaid-title1}

* Release version: Xanadu
* 
* Updated October 29, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Playbooks provide a streamlined and consistent way of accomplishing various tasks, such as editing a purchase order, editing a purchase requisition, approving or rejecting cancellation requests, and so on.
* **[Process a purchase order edit in playbook](https://servicenow-prod.fluidtopics.net/ggjfK8YlOFmIGeNAuVrfyA)**   
  You can edit and revise the quantity of the product or delivery location of the purchase orders based on your requirements.
* **[Process a purchase requisition edit request in playbook](https://servicenow-prod.fluidtopics.net/ZaQUfz7G2POWD~lqP8djEw)**   
  Use the procurement playbook to approve or reject the revision requests for the quantity of the product or delivery location.
* **[Process a return request in playbook](https://servicenow-prod.fluidtopics.net/IW3b1X8mTZciciVm~Nb_iw)**   
  Use the procurement playbook to approve or reject return requests.
* **[Fulfilling request for copy of contract in playbook](https://servicenow-prod.fluidtopics.net/Db1vIfgSeIJ7Q6KykvRy6A)**   
  Reduce manual effort by providing your procurement specialist with a playbook for attaching the contract from and sending it as an email to the employee who requested for it.
* **[Routing NDAs to suppliers](https://servicenow-prod.fluidtopics.net/kR5K1B2qN6~j7DxR35TGGw)**   
  Reduce manual effort by providing your procurement specialist with a single place to perform all the necessary actions when creating and routing Non-Disclosure Agreements (NDAs) to suppliers and third parties.
* **[Verifying delivery addresses in playbook](https://servicenow-prod.fluidtopics.net/QKIjQQWFwjyUYa_c_FiIyg)**   
  Procurement specialists can verify delivery addresses and notify shoppers through email for delivery address-related updates using playbook.
* **[Reviewing and updating general ledger details in playbook](https://servicenow-prod.fluidtopics.net/PE1jdaMPl1pq0Narkd8ewQ)**   
  As a fulfiller working in the procurement team, you can review and update missing General Ledger (GL) account details using playbook.
* **[Sourcing intake guided experience with playbooks](https://servicenow-prod.fluidtopics.net/bgeMlJ8qLsXSZ9JEvagAMg)**   
  As sourcing managers, you can use the sourcing intake and negotiation setup playbooks to guide you through the complex request intake process so that you can focus on actual productive work such as negotiating savings from suppliers.
* **[Streamlining the supplier risk assessment workflow](https://servicenow-prod.fluidtopics.net/EptsjaJPf40793RFB~Xj2g)**   
  As procurement specialists, track activity on the Third-Party Risk Management (TPRM) records, and update and make changes to the sourcing requests and purchase requests based on the final risk rating.

