How to Set Auto-Approval Metrics in Xvantage for Associates

Overview:

Auto-approval is a feature in Xvantage for Associates (X4A) that streamlines the pricing request process by automatically approving submissions that meet minimum profitability thresholds. Business Managers can define these thresholds based on metrics such as Contribution Margin (CM), Return on Working Capital (ROWC), and VLP Modifier %.

This guide explains how Vendor Approvers and the Pricing Operations team can configure and manage auto-approval thresholds.

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for Xvantage for Associates (X4A) and open it.

3. Within X4A, hover over the left navigation menu and click Revenue, then select Pricing Administration.

4. Click on Auto Approval Metrics. This section allows you to manage vendor/customer-specific auto-approval settings.

5. The table displays vendor information including Vendor Group, Vendor Code, and Vendor Name, followed by the auto-approval thresholds:

   • Feature Contribution Margin (CM%) Minimum

   • Feature Return on Working Capital (ROWC%) Minimum

   • Feature VLP Modifier % Minimum

6. Click Add at the top of the table.

7. Enter the Vendor Group, Vendor Code, and set the minimum CM%, ROWC%, and VLP Modifier % thresholds.

8. Click Save.

9. To edit an existing threshold, click the pencil icon next to the relevant row.

10. Update the necessary fields in the edit panel. Click Save.

11. Click the trash icon next to the row you want to remove. Confirm by clicking Remove.

Subtopic 1: How to Bulk Edit Thresholds

Process:

1. Click Bulk Edit in the top-left corner.

2. Use the search field to locate and select the Vendor Group you want to update.

3. Enter new values for one or more of the threshold metrics. Leave any field blank to keep it unchanged.

4. Click Save to apply changes to all applicable rows in the table.