If the Reservation business process is designed to do so, it can automatically create one or more new business processes. For example, for a room reservation, the Reservation business process could auto-create a work order for catering two days before the event, and auto-create an “action item” follow-up business process that would go to all attendees eight hours after the event. In order to trigger the auto-creation, the form (either the upper form, or a line item form) will contain fields you must fill in.
If a Reservation business process is designed to auto-create another business process, the fields you need to fill in are as follows:
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In this field: |
Do this: |
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Before/After |
Specify whether Primavera Unifier should auto-create the business process Before or After the reservation event. |
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Time (Days) |
Specify the number of days before/after the event this business process should be created. For example, the Work Order in the illustration should be created 2 days after the event. |
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Time (Hrs) |
Specify the number of hours before/after the event this business process should be created. For example, the Work Order in the illustration should be created 8 hours after the event. |
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Time (Min) |
Specify the number of minutes before/after the event this business process should be created. For example, the Work Order in the illustration should be created 30 minutes after the event. |
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Trigger Date |
This is a read-only field. Initially, it will display the date of the reservation. When you fill in the Time fields, Primavera Unifier will recalculate the trigger date according to the values you entered and display it in this field. |
Auto-creation and recurring reservations. For auto-creation on a recurring reservation, Primavera Unifier re-evaluates the trigger date for each recurrence. The Reservation business process will show a hyperlink to only the last record created; however, you can see all the records created by opening the View References window.
You cannot manually auto-create a business process for a recurring reservation.
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