Signing off the application
Use this page to sign off the onboarding application received from the supplier. The data is
defaulted based on the application that is selected for signoff in the
Applications For Approval section on the List of
Applications for Approval page.
Note: The application is available for
approval only after the application is signed off.
- Select Supplier Onboarding > Onboarding Applications > Application Approval Workbench. . The Application Approval Workbench list page is displayed.
- Click the View option corresponding to the application that must be signed off. The Application Approval Workbench details page is displayed.
-
Review this information in the header section:
- Application ID
- The code of the onboarding application.
- Vendor/Supplier
- The name of the vendor or supplier.
- Phase
- The type of the onboarding style used by the vendor or the supplier to provide the information to the customer.
- Approval Group Name
- The name of the approval group that provides the sign off.
- Submitted On
- The date on which onboarding application is submitted by the supplier.
-
Review this information in the Application Status
section:
- Status
- The status of the sign off.Note: If the Approval Sequence is set to Serial, you can view the succeeding group for sign off only after the preceding group is approved.
- Review the product categories in the Categories section.
- Review the survey details on the Surveys tab.
- Review the history of the onboarding application on the History tab.
- Click Company to review the company details of the supplier on the Company page that is displayed. See Reviewing Company Information
- Click Contacts to review the contact details on the Contacts page that is displayed. See Reviewing contact details
- Click Banks to review the bank details on the Banks page that is displayed. See
- Click Survey to review the survey details on the Applications Surveys Details page that is displayed. See Reviewing Application Survey details
-
Click Sign Off to sign off the
application or Reject to reject the
application.
Note:
- When this page is accessed for OnHold applications these options are displayed:
- Approved Application
- Use this option to approve the onboarding application.
- Rejected Application
- Use this option to reject the onboarding application.
- OnHold
- Use this option to put the onboarding application on hold.
- A notification is received by the primary contact of the supplier or vendor when the onboarding application is rejected or approved.
- When this page is accessed for OnHold applications these options are displayed: