Installation and Configuration Guide

10.5

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Supplier Profile Change Approval Process

The default change approval process is a four-step process. The process begins when a business manager creates or edits a supplier profile.

The following diagram shows an overview of the process and highlights the people activities.

The process 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 update. If the commodity manager accepts it, the update 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 update and notifies the supplier. At any stage, a manager can reject or send back the update.

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 update. This action sends the update onto the Credit Evaluation step. Rejects the update. This action deletes the pending record containing the changes. Disclaims the task with an explanation so that someone else can claim it. Sends back the update to the supplier.
Credit Evaluation	FinanceManager	Accepts the update. This action sends the update onto the Contract Evaluation step. Rejects the update with explanation. This action sends the update back to the Commodity Evaluation step. Disclaims the task with an explanation so that someone else can claim it. Sends back the update to the supplier.
Contract Evaluation	ContractManager	Accepts the update. This action sends the update onto the Risk Evaluation step. Rejects the update with explanation. This action sends the update back to the Commodity Evaluation step. Disclaims the task with an explanation so that someone else can claim it. Sends back the update to the supplier.
Risk Evaluation	ComplianceManager	Approves the update. This action applies the changes to the master data. Rejects the update with explanation. This action sends the update back to the Commodity Evaluation step. Disclaims the task with an explanation so that someone else can claim it. Sends back the update to the supplier.

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Installation and Configuration Guide

Installation and Configuration Guide

Supplier Profile Change Approval Process

Supplier Profile Change Approval Process