Manage Approvers on Requisitions during Shopping Checkout

You can now manage the list of approvers for requisitions during shopping checkout in the Responsive Self Service Procurement application. Before this update, you could only preview this information.

To use this feature, use the View Approvers action on the Cart page during checkout. This displays a list of approvers required to review the requisition as part of the approval process. You can add more approvers to the default list presented.

To add an ad hoc approver, select an approver from the desired rule participant and use the Add Approvers option. You can search using the first name, last name, or email

Search and Add Approvers

You can also replace or delete a person you added as an ad hoc approver. If you do so, submit the requisition from the page.

Options to Modify Approver and Submit Requisition

You can personalize the application to hide the Submit action here. To do this, create an application extension and set the showSubmitAction constant to false.

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Procurement

If you want to use the Manage Approvers on Requisitions during Shopping Checkout feature, then you must opt in to its parent feature: Procure Goods and Services Using the Responsive Self Service Procurement Application. If you’ve already opted into this parent feature, then you don’t have to opt in again.

Tips And Considerations

While you can add approvers at any position for a serial participant, you can only add approvers in parallel to the existing set of approvers from a parallel participant.

Key Resources

• To know more about how to use the Responsive Self Service Procurement application, refer to the Procure Goods and Services Using the Responsive Self Service Procurement Application readiness training.

• To know how to provide the required privileges to your requesters to use your own configured role instead of the Requisition Self Service User role, refer to the How You Configure Roles for the Responsive Self Service Procurement Application topic.

Access Requirements

Users who are assigned a configured job role that contains these privileges can access this feature:

• Manage Workflow Notifications (FUN_MANAGE_WORKFLOW_NOTIFICATIONS_PRIV) to view approvers.
• Use REST Service - Workers List of Values (PER_REST_SERVICE_ACCESS_WORKERS_LOV_PRIV) to search for an approver. This is a functional privilege added using the Function Security Policy step in the create or edit role flow. This privilege requires an additional data security policy. Please add a data security policy for this privilege with these parameters:
  Data Resource: Public Person
  Action: Choose Public Person
  Data Set: ‘All Values’ or restricted as per your organization’s policies
  
  
  
• Use REST Service - Public Workers Read Only (ORA_PER_REST_SERVICE_ACCESS_PUBLIC_WORKERS_RO) to add the approver searched. This is an aggregated privilege added using the Role Hierarchy step in the create or edit role flow. This privilege requires an additional data security policy. Please add a data security policy for this privilege with these parameters:
  Data Resource: Public Person
  Action: Search Person Deferred
  Data Set: ‘All Values’ or restricted. This can be the same as the option you selected for the Use REST Service - Workers List of Values privilege.
  
  
  
• Manage Requisition with the Responsive Self Service Procurement Application (POR_MANAGE_REQ_WITH_PWA_PRIV) to access the responsive application.

These privileges were available prior to this update.