Supplier Management

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Topic

    Santosh Kale
    Supplier Approval Management using Approval Group
    Topic posted May 2, 2019 by Santosh KaleRed Ribbon: 250+ Points, tagged Supplier Creation 
    124 Views, 10 Comments
    Title:
    Supplier Approval Management using Approval Group
    Summary:
    Supplier Approval Management using Approval Group
    Content:

    Good Day Experts,

    We are planning to setup Approval's for Supplier Creation process as below.

    Groups Created:

    GR1: User1, User2

    GR2: User3, User4

    GR3: User5, User6

     

    The way approval should flow is ,1st it should go to all the members of GR1 (User1 and User2).

    Once one of the members of the group approves it , it should go to all the members of next group GR2 (User3, User4).

    Once one of the members of the group approves it, it should go to all the members of the next group GR3 (User5, user6)

    Once it is approved by any member of the GR3, the supplier should get approved.

    If I am using parallel approval with first responder wins, it is going to all the approvals at once.

    If I am using Serial approval, it is going to every person of the serially E.g (User1 first and then to User2)

     

    Thanks and Regards

    Santosh Kale

     

    Comment

     

    • Hong Gao

      In the case above, you can consider using parallel approval for all the three groups.

      Regards,

      Hong

    • Santosh Kale

      If i use parallel approval the notification is going to all the three groups at once and who ever is claiming first, hi is kink of approving the request,

       

      But we require parellel with in the group and from one group to another it should be serial.

       

      Thanks and regards

      Santosh Kale

      • Hong Gao

        You can model each group as one participant of Parallel Approval First Responder Wins.  And place these three participants one after another (serial) within the same approval stage.

        The notifications will be sent out one participant a time.

        Regards,

        Hong

         

        • Santosh Kale

          Good Day Hong,

          Thanks for responding, but i am still confused how do i place "three participants one after another (serial) within the same approval stage" ?

          If its in the "Action" Like Action1 with Group1 and Action2 with Group2 and Action3 with Group3., i did this already by the notification is going to all the people of Group1, Group2 and Group3 at once.

          If you can please send some screen shot of what you are explaining it will really help.

          Appreciate your support in this regard.

           

          Thanks and Regards

          Santosh Kale

           

           

          • Piyush Singh

            Hi Santosh,

            What you are expecting to achieve is not possible using the setup task from FSM. We have seeded 4 parallel participants and 2 serial participants. You clearly do not intend to use the 2 serial ones (where notification is routed to approvers one after the other).

            Now from the 4 parallel participants, 2 are first responded wins (first action is considered final) and 2 are consensus (all approvers need to act).

            In your case, you have 3 approval groups and the requirement is of first responder wins. Using FSM, you can only configure 2 of your approval groups to behave the way you want. For the third group, what we suggest is to access BPM and edit the property of one of the 2 remaining parallel participants to change voting regime to, say 1% from 100%. This will change the property of participant to FRW from consensus. And on this participant you can add your third approval group.

            Hope this helps.

            Thanks,

            Piyush 

            • Santosh Kale

              Good Day Piyush,

              If i am using parellel approval consensus then the approval is going to both the groups at once (First responder wins and consunses)

    • Santosh Kale

      This a very common requirement, In EBZ R12 we had a voting method at the group level which we could have used to navigate the approvals with in the Approval group level. Not sure why this functionality is removed in cloud.

      Thanks and Regards

      Santosh Kale 

       

    • Santosh Kale

      Good Day Piyush,

      The suggestion  to user parallel approval worked with minor tweak, with the priority changes.

      The priority for parallel with first responder wins is higher priority and the parallel with consunses is of medium priority and the voting % is made to 1.

      Thanks once again for your inputs.

      Thanks and Regards

      Santosh Kale 

    • Avesh Ganodwala

      Hi Santosh,

       

      We have a similar kind of requirement for requisition approval. Could you please let me know in detail how could you acheive this it would be of great help.

       

      Regards,

      Avesh Ganodwala

       

      • Piyush Singh

        Hi Avesh,

        You can reach out to Self Service Procurement forum for your question since this is specific to Requisitions. One thing we can confirm is that this functionality, if not possible through FSM approvals task, can be achieved through BPM.

        Thanks,

        Piyush