Managing Inventory approval workflows
Inventory approval requirement balances operational efficiency and regulatory compliance by letting you customize when inventory operations require verification.
Approval requirement settings
Shared Services provides flexibility to configure approval rules based on business entities and workflows.
- Core capabilities
-
- Granular activation: Enable or disable approvals for specific inventory flows within Shared Services.
- Automatic approval: Supports automatic approval for eligible workflows based on configured rules.
- Phased implementation: Phase one supports automatic approvals to streamline the initial transition.
- Configuration states: Set approvals to Mandatory, Conditionally Required, or Completely Disabled.
Affected inventory operations
When you enable this feature, you must complete an intermediary approval step before you permanently save or post changes. The configuration impacts the following areas:
| Inventory module | Operational requirement |
|---|---|
| SKU configuration | All SKU configuration settings require an intermediary approval step before final saving. |
| SKU configuration overrides | All overrides to standard SKU configurations must clear an approval step before taking effect. |
| Sorting (expected and discard) | Gates returning inventory. If you omit conditional approvals initially, this requirement applies to all sorting functionality. |
| Expected inventory configuration | Gates critical scheduling data. You must obtain approval for expected delivery dates and production vendor assignments before saving. |
Version control rules
To prevent system conflicts and data discrepancies, modifications made to approval requirements apply only to new workflows. Existing workflows complete under the ruleset that was active when the workflow initiated.