Primavera uDesigner users can design a form that automatically creates a new record, line item, or planning item if certain criteria are met. The criteria can be:
• | A condition, such as a dollar amount |
• | A frequency, such as a daily or weekly time frame |
Note: Line items cannot be created with a frequency trigger.
• | Both a condition and a frequency |
When the business process, planning item, or line item reaches the condition or frequency trigger(s), the form will automatically create a new record and send it to an initiation step (I Step). These forms contain a "creator" field to activate the auto-creation, either automatically, or manually. If you have Modify Ownership permission on the source record, you can auto-create new records or line items. You can also override conditional auto-creation and immediately invoke the auto-creation manually if necessary.
Note: If the line items have been grouped (as part of the administrator's business process setup), you can manually invoke the auto-creation; however, only those line items in a status of "pending creation" will be grouped.
Bypassing the I Step |
Note: Business processes are not auto-created in projects or shells that have the view-only or inactive status.
Your administrator sets up the auto-creation by specifying:
• | The name of the person or group who will be the owner of the auto-created record |
• | (For workflow BPs) The workflow schema to use |
• | (For workflow BPs) Which step in the workflow the record should use as its first step |
• | (For workflow BPs) The workflow duration |
• | The criteria that will trigger the auto-creation |
• | Whether or not attachments to the record or line item will be included when the record is auto-created |
• | Whether or not records that were linked to the creating record should also be linked to the newly created record, or to the new line item |
• | Whether or not the I Step should be bypassed when Primavera Unifier auto-creates a new record |
• | Whether or not the line items from line item tabs should be grouped |
If the line-item creation is auto-created with a condition-based query (that is, not manually), Primavera Unifier will send an e-mail notification to the business process owner. The e-mail will contain location information so that the recipient can see where the auto-creation originated and where it failed. Following are conditions under which line item creation can fail:
• | The To field is empty. This is possible if the assignee becomes inactive after the schedule is created or if a group is empty. |
• | WBS code is invalid, which can happen if the WBS code becomes inactive after selecting in the template. |
• | The rules engine validation fails. |
• | For payment applications, the associated SOV is locked, either by the payment application record in routing, or by a change commit with a negative line item value. |
Note: If the destination business process does not exist or has not been imported into Primavera Unifier, the location specified in the e-mail notification might be non-existent or incorrect.
Oracle Corporation
Primavera Unifier 9.10 • Copyright © 1998, 2012, Oracle and/or its affiliates. All rights reserved.