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 Settings tab. The New Vendor and Existing Supplier tabs are displayed.
  3. Specify this information:
    Approval Sequence
    The approval method for the application submitted by the vendor.
    • Parallel: More than one group can approve the application simultaneously.
    • Serial: Only one group can approve the information related to a particular entity at a time, based on the defined sequential order.
    Approval Override Allowed
    Select this check box to override the approved settings.
  4. Click Save. The approval sequence setting is saved.
  5. Specify this information on the New Vendor and the Existing Supplier tabs:
    Sequence
    The sequence 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.