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Former Member

Parallel Approval & Sequential Approval In CLM Workflow

Hi All,

We have a new requirement for the CLM Workflow, where we have the two type of  approval functionality. One is sequential and the other is parallel approval.

In Sequential Approval , if there are 4 user listed as approver , then the approval should be done on the sequential basis.

In Parallel approval: If there are 3 approver , Upon approval by all three, the workflow is complete.  Upon rejection by any of the three, the phase is reverted back to the previous phase.  The user can make the appropriate changes, then move the contract back to the Approval phase, where the workflow will kick off again.

Please throw some light on achieving the above functionality. We have worked on the Group Approval before but not on the Parallel & Sequential Approval.

Thanks,

Ritik

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1 Answer

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    Former Member
    Mar 28, 2012 at 11:05 AM

    Hi Ritik,

    For sequential approval it looks like you need a four gate workflow set up. Each gate in the approval process will find the correct approver using prescript and then send the document to the user for approval, once approved the workflow will move onto the next gate and repeat the process. If any of the four approvers reject the document it will return the document to the previous phase.

    There is a lot of good information on setting up sequential approval in the Scripting and Workflow Guide for SAP Sourcing guide that can be found on the service market place.

    As far as I am aware parallel approval is not possible, the only way to implement parallel approval is to use user groups as you have done previously.

    I hope this helps.

    Thanks

    Dan

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    • Former Member Former Member

      Hi Ritik,

      The approvers should only be added to the collaborator table by the workflow prescript that is against each of the three approval gates.

      When the workflow is started the approver defined in gate 1 workflow prescript should be added as the approver and asked to approver the document. Once this user has approved the document their collaborator role should be changed as set out in the Sourcing workflow definition, for example it will change them to a reviewer. Once this is done the gate 2 approval will start and the gate 2 prescript will add approver 2. In this way only one approver is added at once and there will be three approvals in the flow.

      Regards

      Dan