Follow these steps to create a Work Releases business process. Members of the Creator group can create this business process.
To create a new Work Releases record
- Go to your project. Ensure that you are in the User mode.
- Expand the Financial Transactions node and expand the Commitment node.
- Select Work Releases.
- From the BP log page, click Create.Complete the Upper form according to the Upper form table below. You must enter a value in all required fields before you can send the record to the next step in the workflow. If you save the form before you send it, Unifier will save it in the Drafts folder.
- In the Line Items section click Add or Grid. The Line Items form opens.
- Complete the Line Items form according to the Line Items table below. You must complete all required fields before you can save the Line Items form.
- Click OK (if using the Line Item form), or Save (if using the grid) to save the form. The Line Items form closes.
If you are using the grid and do not click Save before closing it, you will lose your line item changes.
- In Workflow Actions select the workflow action to take. In this case, your selection is Submit. This selection activates Action Details.
- In Action Details, select who should receive the record.
- Click To... The User/Groups picker opens that shows a list of available task recipients.
- Select the user or group who will receive the task on the Approval step.
- Click Add.
- Click OK. The User/Group picker closes and the selection appears in the To field. Upon sending, the record will appear in the recipients Tasks log.
- (Optional) Click Cc... and follow steps a - d. The record will appear in the recipients Notifications log.
- Click Send to route the record to the Approval step.
Upper Form
In this field | Do this |
|---|---|
General block |
|
Record Number | This is a read-only field that Unifier populates when you send the form to the Approval step. |
Title* | This is a required field - Enter a name for the record. |
Project Number | This field is auto-populated from the project. |
Project Name | This field is auto-populated from the project. |
Reference BPO* | This is a required field - Select the Blanket Purchase Order against which this Work Releases record will reference. |
Spec Section | Select a Spec Section from the drop down menu. |
Creator | This is a read-only field that identifies the person that created the record. The field appears as a link to the creator's contact information. |
Creation Date | This is a read-only field that Unifier populates when you send the record to the next step in the routing. |
Due Date | This is a read-only field. Due Date is pre-populated to reflect the number of days you have to finish routing the record. If the record becomes late, Unifier displays the record Title in bold red. |
Status | This read-only field is blank while on the Creation step. The status will change when the task is accepted on the next step in the workflow. |
Amount | This is an auto-calculated field that shows the total amount of the line items in transaction currency. |
Contract Type | This is a required field - Enter the contract number. |
Vendor Details block | |
Vendor ID | This field is auto-populated from the reference BPO selection. |
Vendor Name | This field is auto-populated from the reference BPO selection. |
Address 1 | This field is auto-populated from the reference BPO selection. |
Address 2 | This field is auto-populated from the reference BPO selection. |
Address 3 | This field is auto-populated from the reference BPO selection. |
City | This field is auto-populated from the reference BPO selection. |
State/Province | This field is auto-populated from the reference BPO selection. |
Zip/Postal Code | This field is auto-populated from the reference BPO selection. |
Country | This field is auto-populated from the reference BPO selection. |
Primary Contact | This field is auto-populated from the reference BPO selection. |
This field is auto-populated from the reference BPO selection. | |
Phone | This field is auto-populated from the reference BPO selection. |
Fax | This field is auto-populated from the reference BPO selection. |
Description | Enter a description for the Work Releases record. |