Overview of Workflow and Approval Management
The BPM Worklist enables you to configure change orders, and new item requests through a set of workflows. Here's a summary of the configuration tasks:
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Sign in as a supply chain administrator.
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To access the BPM Worklist, run the Manage Task Configurations for Supply Chain Management task in the Product Management offering.
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Update the workflow tasks by including details of deadlines and escalation policy.
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Select the notification type and provide additional details to configure the notification.
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Create approval groups that include a predefined set of users configured to act on the notification.
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Create approval rules that include conditions for approval.
Type of Approval
When configuring the workflow, you select the type of approval: user defined, rules-based, or web service based.
User defined approval lets you add users or user groups as approvers, without specifying any conditions.
Rules-based approval lets you create complex rules for managing the workflow. You use the BPM Worklist to create complex approval rules based on item, attributes, or attribute groups. For example:
If NewItemLine.Item.itemtype
== "Finished Goods" And NewItemLine.Item.CurrentPhaseCode == "Design"
THEN Approval Group = "SCM_Managers"
Web service based approval lets you define the list of change order approvers through a web service call.
Example of a Change Order Workflow
Consider that manufacturing changes require review and approval before pricing changes are determined. You can create a change order workflow with multiple open and interim approval statuses and a final approval. Use the first set of open and interim approval workflows to review and approve the manufacturing changes. Use the second set to review and approve the pricing changes. You can then route the workflow for final approval.