--- 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 replacement request in playbook # Process a replacement 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 replacement requests. ## 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 the Replace a purchase case from the list for further processing. 4. Complete the steps in the various stages and activities of the Replace a purchase playbook. {#playbook-replacement-request__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. In the Assigned to search field, select a procurement specialist to work on this case. Select one of the following actions: * Select Save to save your changes. * Select Start work to start working on the case. {#playbook-replacement-request__ul_qhp_d1y_ztb} | | Intake and Assess | Lookup procurement case lines | Look up procurement case line associated with this replacement request for use later in the process. | | Intake and Assess | Assign replacement request | Replacement request is automatically assigned to the buyer assigned to the original purchase. | | Coordinate with Supplier | Confirm replacement and collect information | Contact the supplier, confirm the replacement, and collect the necessary information. Select to verify and process the information about the request. * Confirm: After you verify that replacement is feasible, confirm the request. When confirmed, the request moves to the Work in progress state. You can now send an email to the business owner confirming that the replacement request has been initiated. * Reject: When you reject the replacement request, the request moves to the Closed Rejected state. You can now close the case by sending an email to the business owner confirming that the replacement request has been rejected. {#playbook-replacement-request__ul_xhn_mdn_zcc} | | Coordinate with Supplier | Send business owner email confirming replacement acceptance | Sends the business owner confirmation that after reviewing the replacement request and coordinating with supplier, the replacement is feasible. | | Close case | Notify the requestor | Sends the business owner confirmation that their replacement has been processed successfully. | | 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-replacement-request__ul_ycb_nsd_scc} | | Close case | Update case to complete | Updates the case to Closed Completed. | [ ] {#playbook-replacement-request__table_bgd_tzx_ztb} {#playbook-replacement-request__steps_d2j_dx4_g5b} **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 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.") *[\>]: and then