Configuring Business Process Configuration Package

If tagged for Configuration Package, the system allows you to include the following configurations in the Business Processes:

• General setup

  All the fields included in the General Configuration (General tab).

• Custom Print

  Word and PDF templates, if any.

• BIP Custom Print

  All the BIP Custom Print in the Custom Prints and Reports.

• Workflows

  All configured Workflows.

• Query

  All queries that have been configured based on data elements.

For more information, see the Configuration Package Management section in this guide.

See Also

Setting up the Business Processes

Master Log - Business Processes Node

Advanced Logs and Standard Logs

Importing Business Processes (BPs)

Configuring Business Processes (BPs)

General Procedures for Setting up Business Processes

Loading a Business Process

Setting Up a Non-Workflow Business Process

Setting Up a Workflow Business Process

Creating, Adding, and Deleting Business Process Help Files

Auto-creating a Business Process record or Planning Item Based on conditions or frequency

Setting Up Auto-Creation of Cash Flow Curves from Contracts

Copying Workflow Setups from Other Schemas

Importing Workflow Setups from One Company to Another Company In the Same Environment

Importing Workflow Setups from One Environment to Another

Setting Up a Blanket Purchase Order Summary Template

Setting Up a Base Commit Business Process

Setting Up a Request for Bid (RFB) Business Process

Business Process Permission Settings

Business Process Functionality in Unifier

Query-Based Tab in Business Processes

Creating Query-Based Tab in Business Processes

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Last Published Friday, April 9, 2021