---
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


---

# Playbook for updating the supplier primary data

# Playbook for updating the supplier primary data {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 minutes to read

Summarize  
![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI  
This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete.  

## Summary of Playbook for Updating the Supplier Primary Data

The Source-to-Pay Workspace includes a playbook designed to guide users through the process of updating supplier primary data.
This playbook provides a structured approach for managing requests from suppliers and internal teams for updates related to banking information, supplier details, location changes, and sanction screenings.
Show full answer Show less  

## Key Features

* **Case Initiation:** Cases can be initiated via the Supplier Collaboration Portal or created by supplier managers and fulfillers within the Source-to-Pay Workspace.
* **Case Flow:** The playbook outlines a series of stages and activities necessary for resolving supplier cases efficiently.
* **Activity Management:** Users can assign cases, approve or reject changes, verify updates in ServiceNow, notify suppliers, and complete cases through predefined actions.

## Key Outcomes

Upon following the playbook, users can expect to:

* Efficiently manage and update supplier primary data requests.
* Ensure all changes are processed and communicated effectively to suppliers.
* Achieve a clear record of case statuses, whether completed or rejected, with appropriate documentation.  
Source-to-Pay Workspace includes a playbook that you use for updating the supplier primary data.

## Review supplier primary data request playbook {#primary-playbook-cases__section_mdc_hxq_2tb}

This playbook provides step-by-step guidance for cases related to updating supplier primary data. The playbook includes a supplier case flow containing various stages and activities that you must complete to close the supplier
case. For more information, see [Interact with Playbook](https://www.servicenow.com/docs/access?context=playbook-ui&version=yokohama&pubname=yokohama-build-workflows&ft:locale=en-US).  
This playbook is used for updating the supplier primary data when:

* A supplier contact submits a request for updating the supplier primary data using the supplier catalog item from the Supplier Collaboration Portal
* A supplier manager or fulfiller creates a case for updating the supplier primary data from the Source-to-Pay Workspace
{#primary-playbook-cases__ul_ddk_czp_bzb}

The application opens the case on the Playbook tab on the Details page.

This playbook is displayed only for these case types:

* Banking information change request
* Supplier information change request
* Supplier location change request
* Conduct sanction screening

{#primary-playbook-cases__ul_f4t_f4x_ztb} Figure 1. Review supplier primary data request playbook on the Playbook tab

## Review supplier primary data request playbook flow {#primary-playbook-cases__section_q4k_td2_l1c}

The following diagram illustrates the flow of the activities in each stage of the Review supplier primary data request playbook.
Figure 2. Review supplier primary data request playbook flow

## Review supplier primary data request playbook stages and activities {#primary-playbook-cases__section_eqj_qzx_ztb}

The playbook contains the following stages and activities.
{#primary-playbook-cases__table_bgd_tzx_ztb__entry__3}

| Stage | Activity | Activity Details |
|-|-|-|
| Review case | Assign case | As a supplier manager or fulfiller, you can 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. {#primary-playbook-cases__ul_ub4_b1y_ztb} |
| Review case | Approve changes | As a supplier manager or fulfiller, you can use this activity to decide whether to approve or reject the case. This activity has the options: * Approve changes: Approves your changes. * Reject changes: Rejects your changes and opens the Reject changes stage. {#primary-playbook-cases__ul_jsf_s1y_ztb} For more information, see [Non-Interactive activities](https://www.servicenow.com/docs/access?context=non-interactive-activities&version=yokohama&pubname=yokohama-build-workflows&ft:locale=en-US). |
| Process change request | Verify changes are made in other systems | This activity informs you that changes to this request have been processed in ServiceNow. If applicable, please verify that the details of this case have also been processed in all other systems. You can do the following: * Skip: Skips this activity and moves to the next activity. * Continue: Marks this activity as complete and moves to the next activity. |
| Process change request | Notify the supplier | A draft email appears with pre-populated data in the To and Subject fields. The email body is pre-populated with the relevant text. You can do the following: * Send Email: Send an email to the supplier informing that the request has been completed. * Skip: Skips this activity and moves to the next activity. {#primary-playbook-cases__ul_tl5_pg3_tzb} |
| Process change request | Complete case | As a supplier manager or fulfiller, you can update the state of the case and complete the case. You can do the following: * From the State drop-down list, select Closed completed. * In the Work notes field, provide any additional information about the case. * In the Close notes field, enter the details when closing the case. * Select Complete case. Updates the case to Closed Completed. |
| Reject Changes | Notify the supplier | A draft email appears with pre-populated data in the To and Subject fields. The email body is pre-populated with the relevant text. You can do the following: * Send Email: Send an email to the supplier informing that the request has been rejected. * Skip: Skips this activity and moves to the next activity. {#primary-playbook-cases__ul_pgr_kh3_tzb} |
| Reject Changes | Complete case | As a supplier manager or fulfiller, you can update the state of the case and reject the case. You can do the following: * From the State drop-down list, select Closed rejected. * In the Work notes field, provide any additional information about the case. * In the Close notes field, enter the details when closing the case. * Select Complete case. {#primary-playbook-cases__ul_icl_ph3_tzb}Updates the case to Closed Rejected. |
[Table 1. Flow of activities in each stage of the Case playbook]

{#primary-playbook-cases__table_bgd_tzx_ztb}
**Related concepts**   

* [Manage supplier cases from the Source-to-Pay Workspace](https://servicenow-prod.fluidtopics.net/hrA2bAPVzieNA2dX76bH3w "You can create and manage supplier cases for suppliers in the Source-to-Pay Workspace.")
* [Case playbook for specific supplier case types](https://servicenow-prod.fluidtopics.net/QX73ZyWsvXolsU0d62fo8A "Source-to-Pay Workspace includes a generic case playbook to complete supplier cases of specific case types.")  
**Related tasks**   

* [Configure due dates for supplier cases](https://servicenow-prod.fluidtopics.net/ELlnMiPKrIu~bY8NDK4tWQ "Configure due dates for different case types so that the Due date field is auto-populated when you create supplier cases.")
* [Create a case on behalf of a supplier from the Source-to-Pay Workspace](https://servicenow-prod.fluidtopics.net/HnJ6bQoEoLB~OH59DXyPug "Create a supplier case to track the progress of supplier tasks, resolve issues related to supplier products or services, and request additional information from a supplier.")