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Supplier Mass Invite - Bypass Registration Approval Flow

sabrina_martin
Newcomer
0 Kudos
165

Hello,

We are sending the Mass Invite to 20K Suppliers. The suppliers have been marked as Qualified. We would like to bypass the registration approval process, so that the newly invited suppliers will display Registered, and Integrated without manual interference. Is there a process in the backend by which to achieve these results?

Or should we be creating a Supplier Registration Template where the supplier is marked registered when sent via mass invite over normal task-driven Supplier Registration invite?

Accepted Solutions (0)

Answers (1)

Answers (1)

chimsu236
Explorer
0 Kudos

Hello,

Supplier registration projects include an Is Legacy field. If a supplier is invited to register using a mass invitation, they're flagged as a legacy supplier. You can use this setting to create different registration processes for legacy and nonlegacy suppliers

  • Create separate approval flows for legacy and nonlegacy supplier registrations. Conditions based on the Is Legacy field don't work in approval flows, so you can't use them to create conditional approval flows in a single approval task. However, you can create two separate approval tasks on the registration questionnaire document and apply the conditions to the approval tasks.

  • For the approval task which has the "Is Legacy" condition, add an approver & set it to "Allow Auto Approval" = Yes.

  • The following process will execute.

  1. Mass invite suppliers
  2. Suppliers will complete the registration form
  3. Registrations are auto approved

Thanks