How You Configure Internal Changes on Supplier Profile Approvals

When this feature is enabled and feature choice bank accounts is selected, approval is required for any changes made to bank accounts for a supplier, its addresses, and its sites.

Changes include creating and modifying bank accounts, adding bank accounts, and designating an account as the primary bank account.

When this feature is opted in and feature choice organization details and income tax is selected, you can apply internal change control on supplier organization details, supplier header DFFs, supplier header attachments, regional information, and income tax.

When this feature is opted in and feature choice addresses is selected, you can apply internal change control on addresses.

The changes you did are reviewed and upon approval applied to the profile. Changes to other parts of the supplier profile other than what's opted into doesn't require approval, and are applied to the supplier profile immediately.

Supplier creation and update done through import and REST services won't raise change requests.

Enable and Configure Approve Internal Changes on Supplier Profile

To use this feature you must do this:

1. Enable the Approve Internal Changes on Supplier Profile feature. To apply internal change control for organization details, income tax data, addresses, and supplier bank accounts, you should select the respective feature options, Bank accounts and Organization details and income tax, and Addresses.

2. Set up approval rules to specify the approvers responsible for reviewing and approving supplier bank account changes, changes made to organizational details, and income tax data, changes made to addresses using the Manage Internal Supplier Profile Change Approvals setup task. Find it from the Setup page, Procurement offering, Approval Management functional area.

   Because no approval rules for this feature are provided by default, you must set up at least one approval rule. See the My Oracle Support document Setting up Document Approvals for details.

Bank Account Changes Pending Approval When Only Bank Accounts Are Opted In

While internal bank account changes are pending approval, internal users can continue to update other attributes in the supplier profile. However, additional bank account changes can be made only after pending changes are approved or rejected.

Supplier users can’t create any profile change requests while internal bank account changes are pending approval. However, bank account import will still work when internal bank account changes are pending approval.

Any bank account changes pending approval can be canceled before the final approval is obtained.

Changes Pending Approval When Combination of Changes Are Opted In

When you have opted into enabling approval for bank accounts, organization details and income tax, and addresses or a combination of these, you can click the Edit button to withdraw the pending approval change request, then you can make further changes to change controlled areas, such as organization details, income tax data, and bank account details. Updates to parts of profile that aren't change controlled will be saved right away. You can resubmit the change request when the edit is done.