Configure SAM Supplier Profile Change Approvals

Use the Manage Internal Supplier Profile Change Approvals setup task to set up the approval routing policies for System for Award Management (SAM) supplier profile changes made by internal users through the Suppliers work area.

1. In the Setup and Maintenance work area, go to the Manage Internal Supplier Profile Change Approvals task:
   • Offering: Procurement
   • Functional Area: Approval Management
   • Task: Manage Internal Supplier Profile Change Approvals
2. Click Edit Rules.
3. From the Actions menu, click Create.
4. In Create Rule, complete these fields:

   Field	Description
   Rule	Enter a rule name, for example, SAM Approval Rule 1.
   Priority	Select the rule priority, for example, Medium. Approvers from the higher priority rule will be notified before the approvers from the lower priority rule.
   Description	The rule description.

5. Click OK.
6. In Edit Approval Rules, select the rule that you just created and click Add Condition in the Details area.
7. In Add Condition, enter these values:

   Field	Value
   Type	Select Approval task attribute.
   Attribute	Search for Regional Information and select Regional Information Change Request Organization Detail.
   Operator	Select Equals.
   Value Type	Select Value.
   Value	Enter Y.

8. Click OK.
9. In Edit Approval Rules, select the rule and click Add Action in the Actions area.
10. In Edit Action 1, enter these values:

    Field	Value
    Action Type	Select Automatic
    Set Outcome To	Select Rejected

11. Click OK.
12. Repeat steps 3-11 to create the second rule. This rule has 2 conditions. To add more than condition, click Add Another in the Add Condition dialog box.

    Use these values for the rule:

    Priority	Condition 1	Condition 2	Action
    Medium	Type: Approval Task Attribute Attribute: Regional Information Change Request Organization Detail Operator: Equals Value Type: Value Value: FVxUSPOZSuppliers	Type: Approval Task Attribute Attribute: Change Request Organization detail Global Attribute 3 Operator: Does not equal Value Type: Value Value: Y	Action Type: Approval required Route Using: Automatic Set Outcome To: Approved

13. Repeat steps 3-11 to create the third rule. Use these values:

    Priority	Condition	Action
    Medium	Type: Approval Task Attribute Attribute: Regional Information Change Request Organization Detail Operator: Does not equal Value Type: Value Value: FVxUSPOZSuppliers	Action Type: Approval required Route Using: Automatic Set Outcome To: Approved

14. In Edit Approval Rules, click Save.
15. Click Deploy.
16. If a warning appears, click Yes to continue.
17. Click OK in the confirmation dialog box.
18. In Manage Internal Supplier Profile Change Approvals, if the rules are disabled, click Enable, and then click Done.