Canceling Process Projects

Objective

After completing this lesson, you will be able to cancel a supplier management process in a supplier's profile.

About Canceling Supplier Management Processes Projects

A supplier can only have one process of each type for a specific combination of commodities, regions, and departments. When you cancel a new process that’s in progress, you remove it from the supplier, allowing a process initiator to create a new process of that type with the same combination. For example, if an administrator in your organization updates the process project template, you can cancel an in-progress process to create a new one using the updated template. Additionally, if a process project has stalled or was abandoned while in progress, you can cancel it to start fresh with a new one.

Canceling a process renewal that’s in progress reverts the process to the state and status it had before the renewal started.

Processes can be based on a process project or created through a data import. When you cancel a new process based on a project, it also cancels any modular questionnaires included in the process that meet the cancellation criteria. If the process has a renewal in progress and you cancel the renewal, it also cancels any modular questionnaires added during the current renewal that meet the cancellation criteria.

Note

If a process is based on a data import, no modular questionnaires are associated with it.

Cancellation Criteria for Modular Questionnaires Included in Process Projects

A modular questionnaire does not meet the cancellation criteria if it’s:

  • Approved and reusable, regardless of whether it's currently reused in other processes
  • Not yet approved, but is included in more than one process project for the supplier
  • Only included in the current process or process renewal for the supplier, but has an update that’s pending approval

A modular questionnaire meets the cancellation criteria if it’s:

  • In the new questionnaire phase, hasn't yet been approved, and is only included in the current process or process renewal for the supplier
  • Approved but isn't reusable

    Caution

    Canceling a process or process renewal that includes an approved, single-use questionnaire results in the cancellation and loss of approved data in that questionnaire. Make sure you identify any questionnaires that meet these criteria and decide whether the data loss is acceptable before proceeding with the cancellation.

How to Cancel a Supplier Management Process

Follow these steps to cancel a supplier management process that's in progress. This will allow you to create a new process or process renewal for the same combination of commodities, regions, and departments. When you cancel an in-progress process, you remove or revert it.

Prerequisites

The process project feature (SM-16798) must be enabled in your site.

In the supplier's profile, you can only cancel a new process or process renewal that’s in progress. Once a decision has been made for the process or process renewal that results in an approved, conditionally approved, or denied status, you can't cancel it. Administrators can cancel processes for which decisions have been made using data import.

You must be the project owner to cancel a process associated with a project. You can cancel processes created through data import if you have the necessary permissions to view the supplier profile.

Business Scenario

Joe Ortiz, a category manager at NSM Global, realizes that he has mistakenly initiated a new process for Protech International using the wrong template. Additionally, he noticed that he had prematurely started a process renewal for Intellitech Direct. Joe needs to cancel both processes to resolve these errors.

In this video, you’ll watch Joe cancel supplier management processes.

Steps

  1. In the Qualifications (for qualification processes) or Processes detail area of the supplier's profile, locate the process you want to cancel and choose More → Cancel.

  2. Enter an internal comment to let others in your organization who are associated with the process project know why you're canceling it. This comment is required, but it’s only used if the process you're canceling is based on a project.

  3. Optional: Enter an external comment to inform the supplier why you're canceling the process. This comment is only used if the process you're canceling is based on a project.

  4. Choose Confirm.

Result

If the canceled process was a new project or was based on a data import, the system removes it from the supplier, and it’s no longer visible in their profile. You can no longer see the project in search results for project searches on the Home dashboard. On the Supplier Management dashboard, you can no longer search for the supplier by filtering based on their process status for the associated combination of commodities, regions, and departments.

If the canceled process was in renewal, it reverts to its previous state and status from before the renewal started.

If the process was based on a project:

  • The system also cancels any associated modular questionnaires that meet the criteria for cancellation. Canceled modular questionnaires no longer show in the Questionnaires detail area of the supplier's profile or project search results on the Home dashboard. If a canceled modular questionnaire is in approval, the system withdraws the approval and notifies approvers that they no longer need to complete the approvals.
  • The system generates notifications to various people involved in the process project.

If the process you canceled was the only process qualification currently in progress for the supplier, and the supplier has other qualification processes that are approved, the supplier's overall qualification status reverts from Qualified for Some to Qualified.

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