--- sourceDocument: Yokohama Finance and Supply Chain sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/source-to-pay-operations Release : - yokohama ft:locale : - en-US ft:publication_title : - Yokohama Finance and Supply Chain ft:clusterId : - stpop bundleId : - stpop workflow : - Employee --- # Process a purchase requisition edit request in playbook # Process a purchase requisition edit request in playbook {#ariaid-title1} * Release version: Yokohama * * Updated January 30, 2025 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read Use the procurement playbook to approve or reject the revision requests for the quantity of the product or delivery location. ## Before you begin Role required: sn_spend_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. ## Procedure 1. Navigate to AllProcurement Case ManagementSource-to-Pay Workspace. 2. Select the List icon (![]()) and select All workCases. 3. Select a case of type Edit a purchase. Note: With the revision request raised, the state has been changed to Pending Revision for both the purchase requisition and purchase line. Remember that the Edit option is unavailable for purchases in the Close state. You can view all the associated information in the Details tab, and information on the procurement case lines, tasks, and original purchase in the Procurement Case Lines, Purchasing Tasks, Related work, and Original purchase tabs. The Playbook tab opens with the Edit a purchase requisition section. 4. Complete the steps in the various stages and activities of the Edit a purchase requisition playbook. {#playbook-edit-request-flow__table_bgd_tzx_ztb__entry__3} | 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. 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 Short description field, update the 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. {#playbook-edit-request-flow__ul_qhp_d1y_ztb} {#playbook-edit-request-flow__ul_ub4_b1y_ztb} | | Intake and Assess | Modifications requested by shopper | This activity completes automatically. | | Intake and Assess | Confirm or reject request to edit PR | This activity enables you to review the initial request, confirm or reject the request to edit the PR. The available options are: * Confirm: When you confirm, you can check the revised the purchase request or purchase request line with updated quantity and location. On successful update, the request to edit a purchase request is automatically closed. * Reject: When you reject, you must contact the supplier and confirm whether the order can be rejected. When a supplier allows cancellation, the request changes to Closed Rejected state. {#playbook-edit-request-flow__ul_mtj_q2y_ycc} | | Process PR Edit | Update PR with new details | This activity updates the PR with new details and completes automatically. | | Close case | Notify the requestor | 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. | | Close case | Complete case | 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. {#playbook-edit-request-flow__ul_ycb_nsd_scc}Updates the case to Closed Completed. | | Close case | Update case to complete | After the PR has been updated, the request to edit a PR is automatically closed. | [ ] {#playbook-edit-request-flow__table_bgd_tzx_ztb} ## Result The request updates the purchase requisition or line item with revised quantity or location. A new card of revision type is also created for the shopper and approvers to communicate on, which can be viewed by the shopper from My purchases. **Related concepts** * [Fulfilling request for copy of contract in playbook](https://servicenow-prod.fluidtopics.net/5~lsSxzgTkJESXofi__~4Q "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/JjI7atR1v9bgyoyHInz2Mg "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/21Jmo9h4dCemoMlFDQ3cdA "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/KOS7A6fA_Krz4lh8kiSqbg "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/Kx9uK2YRu71ahrOZwPYzoA "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/2PlfaGO1GpsMa5krwkHsMQ "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.") * [Purchase revision flows](https://servicenow-prod.fluidtopics.net/eXN2ZnIyGrw3reD7HLJ~zg "As a procurement administrator, you can leverage or modify the existing workflows to process the purchase modification requests raised by shoppers.") * [Purchase revision roles and responsibilities](https://servicenow-prod.fluidtopics.net/wAXWuI7wji7_GG1H_5aRWg "As a procurement administrator, you can create workflows that blend automation, integration, and human review to process the purchase modification requests raised by shoppers.") **Related tasks** * [Process a purchase order edit in playbook](https://servicenow-prod.fluidtopics.net/PH67Gx58U2Sk_jFFu3~Eow "You can edit and revise the quantity of the product or delivery location of the purchase orders based on your requirements.") * [Process a return request in playbook](https://servicenow-prod.fluidtopics.net/_QHQVq4hCxFnlztSgjrTAw "Use the procurement playbook to approve or reject return requests.") * [Process a replacement request in playbook](https://servicenow-prod.fluidtopics.net/DlWFGev_9mjR2oQjQUYsFg "Use the procurement playbook to approve or reject replacement requests.") * [Process an edit receipt request in playbook](https://servicenow-prod.fluidtopics.net/yg0MgrB3BHNw0YKUqWXQaw "You can revise previously approved receipts to correct any discrepancies, ensuring the delivery receipt accurately reflects the quantities received for a specific purchase order.") **Related topics** * [Playbooks](https://www.servicenow.com/docs/access?context=process-automation-designer&version=yokohama&pubname=yokohama-build-workflows&ft:locale=en-US) *[\>]: and then