Approving Strategic Sourcing Project Plans

Sourcing plans that require approval are routed only to users with the role of Plan Approver. Sourcing plans must be posted before they can be approved.

This topic discusses how to post, approve, or deny Strategic Sourcing plans.

Page Used to Approve Strategic Sourcing Plans

Page Name	Definition Name	Usage
Sourcing Plan Approval Page	AUC_PLN_APP_PG	Approve or deny sourcing plans.

Sourcing Plan Workbench Page

Use the Sourcing Plan Workbench page (AUC_PLN_WKBNCH_PG) to post Strategic Sourcing plans.

Navigation:

Sourcing, and then Manage Plans, and then Plan Workbench

To post a sourcing plan for approval:

Select the sourcing plan that you want to post.

You can also post a sourcing plan by using the Define Sourcing Plan Basics page (Sourcing, and then Manage Plans, and then Create Sourcing Plan Details).
Select the sourcing plan for posting.

A new page opens that accesses the Define Sourcing Plan Basics page.
Click the Post Plan button.

Sourcing Plan Approval Page

Use the Sourcing Plan Approval page (AUC_PLN_APP_PG) to approve or deny sourcing plans.

Navigation:

Select Worklist, and then Worklist.

Click the sourcing plan that is pending approval.

This example illustrates the fields and controls on the Sourcing Plan Approval page. You can find definitions for the fields and controls later on this page.

Field or Control	Description
Review/Edit Approvers	If approvals are required, the appropriate individuals' names appear. Use this group box to edit the approvers.
Approval Comments	Add any comments concerning the approval or denial of the sourcing plan.
Approve	Click to approve the sourcing plan.
Deny	Click to deny (disapprove) the sourcing plan.

The plan owner receives a notification indicating whether the plan was approved or denied. The status of the sourcing plan is updated after the action of Post or Approval has occurred.