Installation and Configuration Guide

10.5 HotFix 1

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Supplier Hierarchy Change Approval Process

The default change approval process for hierarchy of a supplier is a one-step approval process. The process begins when a business user updates the hierarchy of a supplier.

When an internal user attempts to update hierarchy of a supplier, the action is sent to a manager for review.

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

People Activity	Role Assigned	Possible Action
Final Review	Manager	Claims. Hierarchy change appears in the task inbox of the user. Disclaims. The hierarchy change is assigned back for other managers. Approve. The hierarchy change is promoted. Notification is sent to the requestor. Reject. The hierarchy change is deleted. Notification is sent to the requestor. Send Back. The hierarchy change is sent back to the requestor with comments.
Update Review	Data Steward/Data Entry Operator	Submit for Approval. The hierarchy change is resubmitted for approval. Cancel. The hierarchy change is deleted.
Notification	Data Steward/Data Entry Operator	OK. The workflow is closed.

The default configuration for hierarchy workflow includes the following tasks:

Task Type	Description
FinalReview	Created when a user makes changes to the hierarchy of a supplier and sends the changes for approval.
UpdateReview	Created when an approver sends back the changes made to the hierarchy of a supplier for resubmission.
Notification	Created when an approver approves or rejects the changes made to the hierarchy of a supplier.

When a manager role updates the hierarchy of a supplier, no workflow is triggered. The changes are directly saved.

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Installation and Configuration Guide

Installation and Configuration Guide

Supplier Hierarchy Change Approval Process

Supplier Hierarchy Change Approval Process