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

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    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Finance and Supply Chain

ft:clusterId :

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workflow :

    - Employee


---

# 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: Yokohama
* 
* Updated January 30, 2025
* 
* ![](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/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.
* **[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.
* **[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 concepts**   

* [Using Shopping Hub Mobile](https://servicenow-prod.fluidtopics.net/pbjMRX1sZ8~kIOO1PeOwgw "The ServiceNow Shopping Hub Mobile app enables you to engage with procurement organizations from a mobile device.")
* [Using Procurement Case Management](https://servicenow-prod.fluidtopics.net/wfDN4EjmZGAbiBoBVcgejQ "With the Procurement Case Management application, you can enable your employees to submit procurement cases and access your organization's knowledge base.")
* [Using Spend and Savings Management](https://servicenow-prod.fluidtopics.net/F9gDhNkPcOo8HPm22ERL4A "Use Spend and Savings Management to import and manage your organization's category taxonomy.")
* [Using Sourcing Pipeline Management](https://servicenow-prod.fluidtopics.net/S8IP30zqgsjO~F6nVGEj3A "Use Pipeline Sourcing Management to create pipeline projects that capture key financial and opportunity data while providing end-to-end visibility into all sourcing activities.")  
**Related reference**   

* [Using Shopping Hub](https://servicenow-prod.fluidtopics.net/0ndXfhlQzRfqi5nRDBTLLQ "Use the Shopping Hub module to request pricing or place an order for products and services. You can also request for products or services that you don’t see in the catalog, revise, replace, or return your ordered products and services, customize your top suppliers, work on your to-dos, and much more.")