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    Piyush Singh
    Approval Rules Configuration for Supplier Profile Change...
    Topic posted June 27, 2019 by Piyush SinghBronze Trophy: 5,000+ Points, tagged Approvals/Notifications, Supplier Profile Management 
    30 Views
    Title:
    Approval Rules Configuration for Supplier Profile Change Requests
    Summary:
    Understanding the approval rules setup and how these are evaluated to route a supplier profile change request.
    Content:

    In an earlier post (link), we explained how a supplier profile change request is determined for approval requirement using 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

    Through this post, we will explain how Manage Supplier Profile Change Approvals setup page can be used to meet your approval routing requirements.

    Manage Supplier Profile Change Approvals

    This setup page has two stages and six participants in total. For the detailed explanation on stages and participants, you can review our whitepaper: Setting up Document Approvals Oracle Fusion Procurement Cloud (Doc ID 2264952.1).

    Using this setup page you can author approval rules with conditions based on which a change request will be routed for approval. As part of rule configuration, you also choose the list of approvers who should receive the request for their approval when a rule evaluates to true.

    To author approval rules, it is important to understand how application uses approval attributes based conditions to evaluate approval rules. Following are the key points along with examples to explain how this is done. Please note, the values denoted in single quotes are valid values for given supplier attribute that will be used as an approval attribute or change request attribute or both.

    1. Each approval attribute belongs to a dimension like change request header, change request organization detail, change request tax identifier, change request products and services category etc.
       
    2. If the value of approval attribute is changed, the changed value of the approval attribute is considered to evaluate if the approval condition is true.
       

      Examples:

       

      Approval Rule Attribute

      Approval Rule Condition

      Change Request

      Rule outcome/Case from flowchart

       

      Supplier Type

       

      Supplier Profile Value = ‘Sub-Contractor’

       

       

      Supplier Type equals ‘Manufacturing’

       

       

      Supplier Type Changed to ‘Manufacturing’

       

       

       True/Case 1B

       

      Supplier Type Changed to ‘Internal’

       

       

      False/Case 1A


       

    3. If the value of approval attribute is not changed, but another supplier profile attribute belonging to the dimension of the approval attribute is changed, then the supplier profile value of the approval attribute is considered to evaluate if the approval condition is true.
       

      Examples:

       

      Approval Rule Attribute

      Approval Rule Condition

      Change Request

      Rule outcome/Case from flowchart

       

       

      Business Classification

       

      Supplier Profile Value = ‘Small Business’

       

       

      Business Classification equals ‘Small Business’

       

      Certifying Agency Changed to ‘National Women Business Owners Corporation’

       

       

       

      True/Case 3B

       

       Business Classification equals ‘Minority Owned’

       

       

      Certifying Agency Changed to ‘National Women Business Owners Corporation’

       

       

       False/Case 3A

       

    4. If the changed attribute does not belong to approval attribute’s dimension, then following additional cases apply:
       
      1. If the approval attribute belongs to one of the following dimensions - change request header, change request organization detail and change request tax identifier, then the supplier profile value of approval attribute is considered to evaluate if the condition is true.
         

        Examples:

        Approval Rule Attribute

        Approval Rule Condition

        Change Request

        Rule outcome/Case from flowchart

         

        Supplier Type

         

        Supplier Profile Value = ‘Sub-Contractor’

         

        Dimension: Change Request Organization Detail

         

         

         Supplier Type equals ‘Sub-Contractor’

         

         

        Products and Services Category added: ‘Hardware’

         

         

         True/Case 4BB

         

         Supplier Type equals ‘Manufacturing’

         

         

        Products and Services Category added: ‘Hardware’

         

         

         

        False/Case 4BA


         

      2. If the approval attribute does not belong to one of the following dimensions - change request header, change request organization detail or change request tax identifier, then the condition will always be evaluated to false.
         

        Examples:

        Approval Rule Attribute

        Approval Rule Condition

        Change Request

        Rule outcome/Case from flowchart

         Business Classification

         

        Supplier Profile Value = ‘Small

        Business’

         

        Dimension: Change Request Business Classification

         

         

        Business Classification equals ‘Small Business’

         

        Products and Services Category added: ‘Hardware’

         

         

         False/Case 4A

           

        Business Classification equals ‘Minority Owned’

         

         

         Products and Services Category added: ‘Hardware’

         

         

         False/Case 4A

         

    *Please note:

    • Point 4 (a and b) is only applicable starting in update 19B.
    • Supplier header level DFFs belong to change request organization detail dimension. Whether changed or not, these will always be evaluated.

     

    Following flow chart depicts the above mentioned cases (True and False indicate approval rule condition outcome):

    Approval%20Routing%20Cases_Rev.png?version=1&modificationDate=1561547268000&api=v2