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 List of Applications for Approval page is displayed.
- Click the View option corresponding to the application that must be signed off. The Application Details page is displayed.
-
Review this information:
- Application ID
- The code of the onboarding application.
- Vendor/Supplier
- The name of the vendor or supplier.
- Phase
- The phase of the onboarding process.
- 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:
- A green color check box is displayed corresponding to the approval group that is signed off.
- If the Approval Sequence is set to Serial, you can view the succeeding group for sign off only after the preceding group is approved.
- Signoff/Reject Date
- The date on which the sign off is provided or the application is rejected.
- User
- The user who signs off the application.
- Comments
- The additional information related to the signoff.
- Review the site details such as site name, location, category, status and the user who reviews the site. See
- Review the product categories in the Categories section. See
- Click Company to review the company details of the supplier on the Company page that is displayed. See Reviewing the Company Information
- Click Contacts to review the contact details on the Contacts page that is displayed. See Reviewing the 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 the 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: