Purpose
You can use a Payments from Owner business process to record check number, check processing date, and check date information from an Invoices record or a Payment Applications record.
Business process characteristics
Payments is a non-workflow, project-level, line item-type business process. You can create multiple payments records for your company because this is a non-workflow business process, you access a Payments record in the business process log. Integration is defined for Upper and Detail forms, which means you can create a Payments integration file to batch upload financial system records. An individual help file is available for this business process.
Record Statuses
- Pending, which is a non-terminal status
- Closed, which is a terminal status. If you click Finish Editing while the record is in closed status, the record is permanently closed and can never be opened again.
Groups associated with this business process
Members of the Project Coordinators group can create and edit this business process.
Additional Information
- Can be used for both Payment Application and Invoice payments.
- Enabled for mobile and hand-held devices.
- The Administrator can upload the business process help file.
- Enabled for integration.
- Enabled for publish path.
Files attached to business process forms or to line items will be automatically published to pre-defined folders in Unifier's Document Manager. Attachments in company-level business processes will be published to specified folders in Company Documents and those in project-level business processes will be published to folders in a project's Documents log.
Benefits
In Unifier, files that are attached to a business process form or to its line items from your computer or local system are uploaded, by default, to the Unpublished Documents folder in Document Manager when sent to the next workflow step or by clicking Submit in non-workflow business processes. It requires administrators to publish them from there to the Documents folder. By establishing a publish path, file attachments are directly published to pre-designated folders in the Document Manager for team members to view, comment and collaborate.
Location
To view the published file attachments of a project-level business process record: In a project's Navigator, click Document Manager and select Documents. In the Folder panel, locate the pre-defined folder with the same name and view the published documents.
To view the published file attachments of a company-level business process record: In the Company Workspace Navigator, click Document Manager and select Company Documents. In the Folder panel, locate the pre-defined folder with the same name and view the published documents.