--- 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 an edit receipt request in playbook # Process an edit receipt 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 You can revise previously approved receipts to correct any discrepancies, ensuring the delivery receipt accurately reflects the quantities received for a specific purchase order. ## Before you begin Role required: Fulfiller, agent, or admin ## About this task As a fulfiller, you can review the details of the Edit Receipt request and choose to either confirm or reject it. Note: This task is not required if the `sn_spend_cp.enable_automated_edit_receipt_flow` system property is enabled. For more information, see [Components installed with Sourcing and Procurement Operations](https://servicenow-prod.fluidtopics.net/kKmTA4lv42nyNWiuLVGlAg "Several types of components are installed with the activation of Sourcing and Procurement Operations, including tables, user roles, and scheduled jobs."). ## Procedure 1. Navigate to AllProcurement Case ManagementSource-to-Pay Workspace. 2. Select the List icon (![]()) and select All workCases. 3. Select the case of type Edit a receipt. 4. Complete the steps in the various stages and activities of the Edit a receipt playbook. {#playbook-process-edit-receipt__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 Case type: field, leave the default value as-is. * In the Short description field, add a brief description for the case. * In the Description field, add a detailed 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-process-edit-receipt__ul_qhp_d1y_ztb} {#playbook-process-edit-receipt__ul_ub4_b1y_ztb} | | Intake and Assess | Modifications requested by shopper | Review the changes requested by the shopper on the delivery receipt. | | Review and confirm | Confirm edit | Review this request to edit the delivery receipt and confirm or reject whether it can be processed. Select one of the following actions. * Confirm: When you confirm, the procurement case moves to Work in progress state. * Reject: When you reject, the procurement case moves to Closed Rejected state. {#playbook-process-edit-receipt__ul_vmv_4vd_b2c} | | Review and confirm | Edit delivery receipt | Updates the delivery receipt with the changes requested by the shopper | | Review and confirm | Update purchase order line | Updates the purchase order line with the quantity of items received, as specified by the shopper. | | Close case | Notify the requester | 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-process-edit-receipt__ul_ycb_nsd_scc}Updates the case to Closed Completed. | [ ] {#playbook-process-edit-receipt__table_bgd_tzx_ztb} **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.") **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 purchase requisition edit request in playbook](https://servicenow-prod.fluidtopics.net/UumKFwg4iz8xrYfs195ecw "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/_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.") *[\>]: and then