Set Up the Workflow

Here is how you set up the new item request workflow. From the Setup and Maintenance work area, run the following tasks in the Product Management offering:

1. Use the Manage New Item Request Type Details task. Depending on the status type, you can do the following:

   • Enable or disable the request comment notification.

   • Setup automatic promotion or automatic demotion between statuses.

   • Select the entry and exit criteria for a status.

2. Use the Manage Item Rule Set task to create an entry or exit criteria for a new item request.

3. Use the Manage Item Classes task to enable the new item request for an item class. In item management, include the definition workflow details such as steps, assignees, business or associated entities, and definition values.

4. Use the Manage Approval Group task to create an approval group responsible for the new item request approval.

5. Use the Manage Task Configurations for Supply Chain Management task. Select the participant header stage and create a business rule.

Here is how you set up the change order workflow. From the Setup and Maintenance work area, run the following tasks in the Product Management offering:

1. Use the Manage Change Order Type task. Depending on the status type, you can do the following:

   • Enable or disable the request comment notification.

   • Setup automatic promotion or automatic demotion between statuses.

   • Select the entry and exit criteria for a status.

2. Use the Manage Item Rule Set task to create validation rules for the change order.

3. Use the Manage Approval Group task to create an approval group responsible for the change order approval.

4. Use the Manage Task Configurations for Supply Chain Management task. Select the participant header stage and create a business rule.