Parallel Approvals for Sales Orders
Enablement, Setups and Feature Highlights
Leah Reed
Senior Principal Product Manager
Sandeep Kurur
Senior Principal Product Manager
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Agenda
Introduction to Parallel Approvals
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Introduction to Parallel Approvals
• Serial Approvals
• Approval routing in a sequence
• Dependency on individual
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Introduction to Parallel Approvals
• Parallel Approvals
• Approval routing in parallel threads
• Variations – Consensus-based
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Introduction to Parallel Approvals
• Parallel Approvals
• Approval routing in parallel threads
• Variations – First Responder Wins
• Variations - Voting based outcomes
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Agenda
Approval Routing
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Modifying the approval routing
• Add stages
• Parallel or Sequential
• Add participants in parallel or sequence within
stages
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Modifying the approval routing
• For each parallel participant
• Specify name
• Provide new business rule name and create
• Specify voting percentage that will
determine outcome
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Agenda
Parallel Approval Rules
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Parallel Approval Rules in VIB
• Each stage shown in flow in rule builder (VIB)
• If BPM stage has multiple ‘participants’, they
have separate rulesets
• Note: ‘Participant’ refers to block in BPM
stage, not assigned approver
• Voting applies results of all rules for a
participant even if different approvers are
assigned
• Every participant in every stage must result in
approver assignment or auto-approval or
approval flow will exit
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Creating an Approval Rule
• Include checks for null conditions in IF section
• Add ELSE conditions in cases where main IF
conditions might not result in assignment
• DO provides assignment
• All assignees informed together
• Voting setup in BPM allows choice of how
approvals are used
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Agenda
Best Practices
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Parallel Approval Best Practices
• Default rule
• Setting a default rule to auto-approve in every participant of every stage allows OBR a
clear answer when other rules do not resolve
• If there is no clear resolution or other error in processing of any ruleset, approval process
will end and order processing will begin
• Voting percentages must be calculated carefully
• Depend on number of potential assignees (watch hierarchies and rule updates)
• Default rules count as approval but not rejection (watch ‘any’)
• Apply to result of all rules for a participant (ruleset) across all assignees
• Rule priorities
• Can be used to modify firing sequence of rules
• Lower priority fires later
• If output of rules changes input to any rule, engine will rerun
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Thank you
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