Change Management for U.S. Federal SAM Suppliers in ERP

Use the Supplier Profile Change Management workflow to configure and audit manual updates to the System for Award Management (SAM) suppliers. This will enable continued synchronization of recipient information with the SAM updates from GSA.

Configure rules for SAM profile change approval to automatically approve or reject any changes to supplier information by internal users.

The internal change management process applies to supplier’s addresses, bank accounts, organization details, and income tax. When a user makes changes to them, a change request is submitted and routed for approval, and is automatically approved or rejected based on your configuration.

To prevent manual changes to SAM supplier information, you need to configure these 3 approval rules:

Rule	Purpose	Condition	Action
Approval Rule 1	Autoreject changes to supplier information if the supplier is a SAM supplier.	Regional Information Equals FVxUSPOZSuppliers AND Change Request Organization detail Global Attribute 3 Equals to Y	Autoreject
Approval Rule 2	Autoapprove changes to supplier information if the supplier isn’t a SAM supplier.	Regional Information Equals FVxUSPOZSuppliers AND Change Request Organization detail Global Attribute 3 Does not equal Y	Autoapprove
Approval Rule 3	Autoapprove changes to supplier information if the Regional Information attribute is set to a value other than FVxUSPOZSuppliers.	Regional Information Does not equal FVxUSPOZSuppliers	Autoapprove

Rule

Purpose

Condition

Action

Approval Rule 1

Autoreject changes to supplier information if the supplier is a SAM supplier.

Regional Information Equals FVxUSPOZSuppliers

AND

Change Request Organization detail Global Attribute 3 Equals to Y

Autoreject

Approval Rule 2

Autoapprove changes to supplier information if the supplier isn’t a SAM supplier.

Regional Information Equals FVxUSPOZSuppliers

AND

Change Request Organization detail Global Attribute 3 Does not equal Y

Autoapprove

Approval Rule 3

Autoapprove changes to supplier information if the Regional Information attribute is set to a value other than FVxUSPOZSuppliers.

Regional Information Does not equal FVxUSPOZSuppliers

Autoapprove

Business benefit:

This provides the capability to configure the SAM supplier profile change approval rules and use them to automatically approve or reject changes to SAM supplier information, thereby ensuring that the required SAM validations are performed.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

No specific tips and considerations needed.

Key Resources

For more information on SAM, refer to the Implementing U.S. Federal Financials and Using U.S. Federal Financials guides.

Access Requirements

Use the following job roles:

Financial Application Administrator
Federal System for Award Management Administrator