New BMI

Approval Approval

Process

April 3, 2017

Benefits

• Simplified workflow

– There are less steps required with fewer button pushes

• Greater Flexibility

– There is increased flexibility to make changes to data fields without Revising

the quote and potentially needing to get the quote re-Approved

• Latest Technology from Oracle

– This brings Carestream up to the latest technology coming from Oracle and – This brings Carestream up to the latest technology coming from Oracle and

improves the overall reliability and supportability of the BMI application

What is the same

• Same approval triggers / Same approval roles

– The same people will be approving your quotes for the same reasons as they

are currently

• Same general process

– KAM/AE’s Request Approvals

– Approval Requests are sent via email to the Approver

– The Approver reviews the request and either Approves or Rejects– The Approver reviews the request and either Approves or Rejects

– KAM / AE receives email notifying them of approval or rejection

What is different

• Looks different

– There is a new simplified layout

• Fewer mouse clicks

– We have combined the “Approvals” Buttons and the “Submit to Customer”

button into one button, the “Submit for Approvals” button.

– There is no longer a “Submit To Customer” button or “Submitted to Customer”

statusstatus

– When your quote is “Approved” you are at the end of the workflow

• Approval workflow is more visible

– Approval notifications and approvals are now visible on the approvals tab

– It will be easier to read through the Approvals History especially for quotes

with multiple approvals

• Easier to make changes to your “Approved” quotes

– Quote Type, Customer Address, etc, are now editable in the “Approved”

status

Old Format

New Format

Only one approval workflow

We have now combined the “Approval” buttons with the “Submit to Customer”

button.

There is now only one button for approvals, the “Submit for Approval” button,

that takes the quote through the entire approval workflow. This is similar to the

“Get All Approvals” button).

You no longer need to then also click on the Submit to Customer button.

Only one approval workflow

When your quote is completed, and you are ready to send a “Final” quote to

your customer, you will always need to click on the “Submit for Approval”

Button, whether or not an approval is required.

This is required to transition your quote to “Approved” status

You will not be able to print a “Final” quote unless your quote is in “Approved”

status. (This is similar to the old approval process where the quote needs to be

in “Submitted to Customer” status to print a “Final” quote.)

No Approval Required

If no approval is required then you move right into “Approved” Status. This is the

end of the workflow.

You no longer need to click on “Submit to Customer” and there is no longer a

“Submit to Customer” status.

Your quote will need to be in “Approved” status in order to print a “Final” quote.

Approval Required

If the quote requires approval, a “Submit Comment” dialog box will

automatically pop up for you to enter your justification for approvals.

You will not need to enter your initials or the date in your documentation as

this will automatically be added to your comments

Approval Required

Comments Entered in to the “Submit Comment” dialog box will show up in the Comments Entered in to the “Submit Comment” dialog box will show up in the

Approval History matrix along with your name and the date.

The “Submit Comment” dialog box replaces the “Reason” dialog boxes that

previously appeared under the “Technical Approval” and the “Business

Approval” sections

Approval workflow is more visible

Approval workflow is

readily visible. It is easy to

track the approval status.

Multiple revision are easier

to understand.

You no longer need to

enter initials and dates in

your comments.

Easier to Make Changes

The “Quote Type” and the “Submitted to Customer Date” fields will now remain

editable in the “Approved” Status.

You will no longer need to “Revise” your quote to make changes to these fields

Easier to Make Changes

Customer fields are also editable in the “Approved” Status.

You no longer need to revise quotes to change customer information.

Transition Process

• Quotes that are currently in the middle of the approval workflow using the legacy process will finish the approval process using the legacy workflow

• What this means that during the transition process you may see quotes that were approved using both the old process and the new process

• If quotes are “Revised” and need another approval then they will automatically switch over to the new approval process automatically switch over to the new approval process

Transition Process

Comments from Legacy Approvals will still be visible when using the new

Approval process. They will appear below the new Comments Block. So you

will still have visibility into all of the comments for the life of the quote.

Support

If you have questions or concerns regarding the new approval

process please log a BMI case in SFDC. The BMI Support

Team will be watching closely and will provide support as soon

as possible.