User Guide

10.3

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Supplier Record Approval Process

The default process to approve a supplier includes four steps. Your administrator might set up a different process.

For example, the following diagram shows an overview of the default approval process that is used when a supplier submits an online application. The dark blue fill identifies the people activities.

The qualification workflow includes four evaluation activities: commodity, credit, contract, and risk.

The first people activity is the commodity evaluation, which requires a commodity manager to review the application. If the commodity manager accepts it, the application moves on to a credit evaluation and then a contract evaluation. The last approval step is a risk evaluation. If the compliance manager believes the risk is acceptable, the manager approves the application. At any stage, a manager can reject the application. The process automatically sends the supplier representative an email with the results of the review.

The following table summarizes the people activities within the process, the required role, and the possible actions:

People Activity	Role Assigned	Possible Actions
Commodity Evaluation	CommodityManager	Accepts the application. This action sends the application onto the Credit Evaluation step. Rejects the application. This action deletes the pending record containing the changes. Disclaims the task with an explanation so that someone else can claim it.
Credit Evaluation	FinanceManager	Accepts the application. This action sends the application onto the Contract Evaluation step. Rejects the application with explanation. This action sends the application back to the Commodity Evaluation step. Disclaims the task with an explanation so that someone else can claim it.
Contract Evaluation	ContractManager	Accepts the application. This action sends the application onto the Risk Evaluation step. Rejects the application with explanation. This action sends the application back to the Commodity Evaluation step. Disclaims the task with an explanation so that someone else can claim it.
Risk Evaluation	ComplianceManager	Approves the application. This action applies the changes to the master data. Rejects the application with explanation. This action sends the application back to the Commodity Evaluation step. Disclaims the task with an explanation so that someone else can claim it.

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User Guide

Supplier Record Approval Process

Supplier Record Approval Process