How do I change which approval steps a supplier goes through?
What is the issue you're facing?
I would like to amend the approval set that is assigned to a supplier. How can I do this?
Solution
To amend the approval set that is assigned to a supplier you need to:
- Navigate to the relevant supplier.
- Go to the Supplier Details tab.
- If you have Approvals assigned you can then amend the assigned approval set here:
- Please note though that if you amend the approval set and the supplier is not already in a state of Onboarding Complete then all existing approvals that have been made would be nullified and new approvals would need to be made based on the new approval set that has been assigned.
- You can also assign any nominated approvers for the approval set here.
- If the drop down to change the Approval Set is greyed out and you cannot change it this means that the Approval Set has been auto-assigned based on the tags that have been assigned to this supplier. If this is the case the only way to amend the approval set would be to amend the assigned tags.
- To do this scroll to the bottom of the supplier and you can then amend these under the Participant Properties section.
- Once you have amended the necessary properties click on the Auto Selection Conditions button.
- Please note though that if you amend the Participant Properties and the supplier is not already in a state of Onboarding Complete then all existing approvals that have been made would be nullified and new approvals would need to be made based on the new approval set that has been assigned.
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