The Line Item type business process form can:
- Lend itself well to business processes that involve miscellaneous information that you want to document for a company or project, for example, a vendor contact list.
- Be useful for project-specific information that only needs to be documented on a single form, such as the overall project scope, or meeting minutes.
The Line Item type business process form is also useful for collecting data that other (more restricted) types of business processes cannot collect. For example, while a Simple type business process form can be used to collect basic vendor information, a company-level Line Item type business process form can collect additional vendor information, such as multiple business addresses.
At the project level, you can use a Line Item type business process form to filter large numbers of company records into smaller lists of records that are more appropriate for a specific project.
The Line Item type business process form uses a separate detail form to enter line items, which then appear on a line item list at the bottom of the form.
For short line items, Unifier users can enter information directly into the line item list using a "grid view" of the list.
You can design the Line Item type business process form to accommodate line item status, so you can control modifications to individual line items based on their status.
The following are the sub-types of the Line Item type business process form:
- Generic
Use the Generic sub-type for all Line Item type business process forms unless you want to filter the business process records.
To filter BP records, use the sub-type explained below.
- Line items to filter business process records
Use the Line items to filter business process records sub-type to filter company records into smaller lists of records for your projects.
This sub-type is particularly suited for selecting specific vendors from a company’s master vendor list (vendor master list) to create a sub-set of the master list that contains vendors who are appropriate for a particular project.
Used for this purpose, this sub-type can be linked (as a reference process) to an RFB to supply a project-specific vendor list for bid invitations.
Unifier allows your company to only designate one "Vendors" business process as the RFB master vendor list.
- Preventive Maintenance (If the module is available)
Use the Preventive Maintenance sub-type to maintain assets proactively and on a regular basis, even when no issue has been reported on the asset.
The Preventive sub-type has the following classifications:
- Asset
- Asset Template
- PM Book
- PM Book Template
- Meter Reading
These classifications are available for selection from the Classification drop-down list, once you select Preventive Maintenance.
Note: A Company can have more than one business of a particular sub-type, for example, two or more Asset BPs, two or more Asset Template BPs, and so forth).