Supplier Approval

The PeopleSoft Supplier component provide workflow for users to approve a supplier. Workflow approvals enable you to direct supplier approvals to the correct people in the correct order. You can choose one of two different workflow methods:

1. PeopleTools workflow technology documented in the PeopleTools documentation: Workflow Technology.

   This workflow method, enables you to approve a supplier using standard PeopleSoft workflow where approvers can view suppliers for approval and approve them using the Supplier Approval component (APPROVE_VENDOR). A supplier is automatically set to approved status if the user who entered it is set up as an approver. To implement workflow approvals, you define the roles, rules, and routings using the PeopleSoft Application Designer, PeopleCode, and Workflow Administrator. Oracle delivers the PeopleSoft system with basic approval rules already established. You cannot enter vouchers for a supplier until the supplier has been approved. Likewise, a supplier must be approved and open for ordering before you can enter purchase orders (POs) for the supplier. You set up supplier approvers on the User Preferences - Procurement page.

2. PeopleSoft Approval Framework documented in the documentation Enterprise Components: Approval Framework

   This workflow method enables you to approve a supplier using the approval framework. With proper authorization, an approver can add other approvers, called ad hoc approvers, to the current or a later stage of the approval process. Reviewers and ad hoc reviewers can be part of the workflow. Reviewers can see the approval but do not approve it. Setting up this method requires less technical skills than setting up standard PeopleTools workflow technology.

Note:

You can use either workflow method for approving suppliers.

see the product documentation for PeopleTools: Workflow Technology