--- 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 order edit in playbook # Process a purchase order edit 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 edit and revise the quantity of the product or delivery location of the purchase orders based on your requirements. ## Before you begin Role required: sn_spend_psd.requestor, administrator ## 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](https://servicenow-prod.fluidtopics.net/709U7dJVJUX4kdlDiSsPWQ#gloss-playbooks-spo "Pre-built workflows and templates for automating common procurement tasks.") 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 case of type Edit a purchase order. Note: With the revision request raised, the state has been changed to Pending Revision for both the purchase order and purchase order line. Remember that the Edit option is unavailable for purchases in the Close state. 4. Complete the steps in the various stages and activities of the Edit a purchase order playbook. {#process-purchase-order__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. {#process-purchase-order__ul_qhp_d1y_ztb} {#process-purchase-order__ul_ub4_b1y_ztb} | | Intake and Assess | Lookup procurement case line | This activity provides more information on the service request, purchase request, and purchase request line items. Select Details about changes to this purchase to review the changes. | | Intake and Assess | Buyer confirm or reject request to edit PO | Review this request to edit the purchase order and confirm or reject whether it can be processed. Select one of the following actions. * Confirm: When you confirm, you can check the revised the purchase order or purchase order line. On successful update, the request is automatically closed. * Reject: When you reject, you must contact the supplier and confirm whether the order can be rejected. When the supplier allows cancellation, the request changes to Closed Rejected state. {#process-purchase-order__ul_wnj_hgf_zcc} | | Process PO Edit | Update POLs to pending revision state | Updates the POLs state to pending revision until the PR of type revision is approved and the PO is updated. | | Process PO Edit | Create PR of type Revision | Creates a PR of type revision with the Shopper's changes to the PO. | | Close case | Send business owner confirmation email | Sends the business owner confirmation that lines from their purchase order have been successfully edited using Shopping Hub email template. | | 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. {#process-purchase-order__ul_ycb_nsd_scc}Updates the case to Closed Completed. | | Close case | Update case to complete | After the PO has been updated, the request to edit the purchase order is automatically closed. | [ ] {#process-purchase-order__table_bgd_tzx_ztb} ## Result The request updates the purchase order or line item with revised quantity, location, delivery dates, or service dates. 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. ## What to do next Review and confirm your purchase request details from Procurement Case ManagementProcurement CasesPurchase RequisitionsPurchase lines, if required. **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 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.") * [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