Setting up the approval process for supplier onboarding application

Use this page to define the hierarchy for the approval of the Onboarding application.

  1. Select Supplier Onboarding > Onboarding Setup.The Onboarding Setup page is displayed.
  2. Click Approval Setup in the Approval Settings section. The Setup Approval Group page is displayed.
  3. Select the applicant type for whom the approval process is set up in the Setup For field. Possible values:
    • New Vendor
    • Existing Supplier
  4. Select the Approval Group and click Add.
  5. Specify this information:
    Sequence
    The sequence number of the approval group in which the onboarding application must be approved.
    Note: This value is defaulted. and is incremented by 1 when the Approval Sequence is set to Serial.
    Group Name
    The name of the approval group.
    Stage
    The phase for the execution of the approval process. Possible values:
    • Both
    • Qualification
    • Selection
    Note: This field is displayed only when the Onboarding Style is set to Two step.
    Approver
    Select this check box to enable the approval group to authorize the onboarding application.
    Override
    Select this check box to override the decision of other approval groups.
  6. Click Save.
    On this page, you can:
    • View the User group details, using the View option.
    • Delete the User group, using the Delete option.
    • Deactivate the User group, using the Deactivate option.
    • Activate the User group, using the Activate option.
    Note: 
    • Select the check box corresponding to the User group to enable the Deactivate option
    • You can deactivate all the user groups. However, at least one user group with Approver rights must be Active.
    .