Create business process records or Line Items with manual auto-creation

 

Note that, for line item creation, you cannot add a line item to a record in a terminal or terminated status.

To create a new business process record or line item with manual auto-creation

1 Open the record that will auto-create the new record or line item.
2 Click the Create button next to the creator field.

The field will display the words “Pending Creation.”

Primavera Unifier immediately auto-creates the destination record or line item. The new, auto-created record or line item will show a link to the source record that created it. You can click this link to view the source record.

If you manually auto-create a line item, Primavera Unifier will validate the creation and tell you immediately if there are errors that caused the auto-creation to fail.

The Reset button

When you manually auto-create a new record or line item, the button beside the creator field changes from Create to Reset. You can use this Reset button to break the link from this (the source) record to the new record/line item so that you can auto-create another record or line item manually. When you click the Reset button, it changes back to a Create button.

 

 

 

 


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