P2P - Buyer Guide - Approval rules
How to add new approval levels.
- Once you have created your Approval, you can now build up additional approval levels (up to 4 levels) in which you can assign one or more of the following rules to each level:
- Base Price Increased –specify the % increase you want to trigger the rule.
- Base Price Decreased –specify the % decrease you want to trigger the rule.
- Item Added – triggered when a new item has been added to the Price List.
- Item Removed – triggered when an existing item has been removed from the Price List.
- To add a new approval level, click Add level and a new row Level 1 will be displayed as below:
- To add a new rule to the level, click the + button in the rules section.
A pop-up window will be displayed.
- Click the + button next to the rule you wish to add and it will take you back to the Manage approval scheme page.
- You can then repeat this process to add further rules to this level.
- Click Save.
Example: Base price increased has been added to the rule level to alert an Approver of any price increases above a nominated %. In this case 10%.
- To enter the price % value you want to trigger an alert, click Edit (as above) and enter the numerical value only (no need to enter %, although it does accept a decimal).
- If you would like to see all price increases, enter 0% as your trigger level.
You must now assign a Buyer to approve the changes.
- Select the + button in the Approvers section to display a list of users (with the ‘Product Manager’ role against their account).
- Click the + button next to their name to add them as an approver.
You can continue to add levels, for example a larger price increase may go to a different Approver or any new items added may be another Approval rule which can go to the same or different Approvers.
Quality Scoring Rules:
Quality scoring rules can be added to an approval scheme to monitor the quality of a supplier managed price list.
Buyer administrators can use this tool to enforce a high level of quality for their price lists. If the quality score is too low, the buyer can ask the supplier to improve it by adding pictures and keywords, providing detailed UNSPSC information, and improving other elements.
The buyer can add any of five possible areas to score the price list on. Each area gives a score from 1 (worst) to 5 (best). The average score of the areas can then be seen for each item and the price list as a whole when viewing each price list.
The item scoring is determined by the following criteria:
- 1 - no picture
- 3 - one picture
- 5 - two or more pictures
- 1 - level 1 UNSPSC
- 3 - level 2 UNSPSC
- 5 - level 3 or higher UNSPSC
Keywords - only counted if they are different than the item name:
- 1 - no keywords
- 2 - one keyword
- 3 - two keywords
- 4 - three keywords
- 5 - four or more keywords
- 2 - Item Name and Item ID do NOT match
- 3 - Item Name and Item ID do not match AND Item name and item description do not match
- 5 - Item Name and Item ID do not match AND Item name and item description do not match AND all words within the Item ID are 5+ characters long
- 1 - none
- 3 - one
- 5 - two or more