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    Piyush Singh
    Approval Configuration for Supplier Profile Change Requests
    Topic posted September 26, 2018 by Piyush SinghBronze Trophy: 5,000+ Points, tagged Supplier Profile Management, Tip 
    491 Views, 1 Comment
    Title:
    Approval Configuration for Supplier Profile Change Requests
    Summary:
    Understanding the impact of setup task Configure Supplier Registration and Profile Change Request on the approval routing of supplier profile change requests.
    Content:
    Supplier Profile Change Request is a document that consolidates all the changes from a supplier user, either directly through profile edit in Supplier Portal or through questionnaire or negotiation response, and route it for approval.
     
    The change request approval is determined through two setup pages. The first one determines if an approval is required or not. If from the first setup, application identifies that approval is required, then it uses the second setup to determine the approvers for the change request.
    The setup pages are:
     
    1. Configure Supplier Registration and Profile Change Request, and
    2. Manage Supplier Profile Change Approvals
     
    This post intends to provide details for the first setup task i.e. Configure Supplier Registration and Profile Change Request. We will cover details for the second setup task i.e. Manage Supplier Profile Change Approvals in another topic.
     
    Configure Supplier Registration and Profile Change Request
    This is the first setup that determines whether a supplier profile change request requires approval. Oracle Procurement Cloud gives you the flexibility to configure approval required only for supplier profile entities that you consider as important for collaborative review and approval process. For the entities that you consider as not so important for reviewing changes, you can configure them as approval not required. You also get the flexibility to configure the approval requirement for the supplier profile change requests based on supplier’s business relationship.
     
    Use cases to explain the setup behavior:
     
    Use case 1:
    For all suppliers i.e. Prospective as well as Spend Authorized, you do not want approval for changes to supplier Contacts and Addresses, but you want approval for all other supplier entities.
    In the setup page, for both the business relationships, configure Contacts and Addresses as No Approval Required. Configure all other entities as Approval Required. With this setup, application will apply directly (auto approve) a change request with changes only to supplier contacts or supplier addresses or these two combined. Change request with changes to any of the other entities will be routed for approval.
     
    Use case 2:
    For Spend Authorized suppliers, profile changes to only Bank Accounts and Products and Services require approval.  For all Prospective suppliers, profile changes to only Products and Services require approval.
    In the setup page, under Spend Authorized business relationship, configure Bank Accounts and Products and Services as Approval Required and all other entities as No Approval Required. Under Prospective business relationship, configure Products and Services as Approval Required and all other entities as No Approval Required. With this setup, whenever spend authorized supplier’s bank accounts or products and services are changed, application will route the changes for approval. If for same suppliers, changes do not include bank accounts or products and services, application will apply directly (auto approve) the change request. Similarly for prospective suppliers,  if a change request has products and services changes then application will route the request for approval otherwise it will directly apply (auto approve) the change request.
     
    When evaluating a change request, if application identifies the need for approval based on this setup, it will route the change request to approvers as configured on the approvals setup task Manage Supplier Profile Change Approvals.
     
    Best Practice:
    Evaluate your business and utilize the options available to configure whether changes to supplier profile entities require approval or not.
    This will:
    1. Improve the turnaround time,
    2. Lower the change requests count that approvers will have to review and approve, and 
    3. Reduce the overhead for Supplier Administrators or Supplier Managers following up with approvers to get the profile changes dispositioned.

    Comment

     

    • Ramesh Radhakrishnan

      Hi Piyush,

      Great document!!

      Detailed use cases helps to understand how the approvals work for supplier profile change requests.

      Thanks for posting this note. Very usefull yes

      Regards

      Ramesh