You can use Unifier auto-creation feature to manage events such as the following:
- Line Items of Lease Business Process generating Payment Request BP records: A lease business process with a pre-generated payment schedule can use this feature to generate Payment Request records at appropriate days in advance of the payment due date so that the record can be routed for approvals.
- Preventive Maintenance BP line items generating Work Order BP records: A Preventive Maintenance type business process (Preventive Maintenance Book) can be set up to create Work Orders for assets at periodic intervals depending on the service needs of the asset.
In the Preventive Maintenance Book (PM Book), for:
- Floating Line Items holding non-terminal work orders, you cannot edit the following DEs:
- Family Identifier
- Line Item Status
- Schedule Type
- Fixed Line Items holding non-terminal work orders, you can edit the following DE:
- Line Item Status
- Floating Line Items holding non-terminal work orders, you cannot edit the following DEs:
- Create Action Items from Meeting Minutes: Auto-creation feature can be used to create and assign tasks to different people creating a fully automated flow for routing of action items from meeting minutes records that have lines items. For example, each line item Action Item could auto-create a separate Action Item records from the meeting minutes record.
- Create a planning item from a business process: You can create a planning item from a business process when the business process, with its details (such as expense estimates, owners, etc.) has been approved.
- Add a new line item to an existing record: You can add a line item to an existing business process. For example, a submittal registry record could contain line items that auto-create separate submittal business process forms for each contractor on a project. In the course of work, you might realize that the original submittal registry record is missing a submittal for an architectural drawing. You could submit a new submittal business process form that would add the missing architectural drawing submittal to the original registry record.
For Line Item Creation
- You cannot create a line item on a record that is at a terminal or terminated status.
- If you create a line item on a non-workflow cost type business process, the cost amount(s) will roll up to the Cost Sheet.
- If you create a line item on a workflow cost type business process, the cost amount(s) will not roll up to the Cost Sheet.
Exceptions for Auto-Creation
You cannot auto-create Payment Application business processes and General Spends business processes because these business processes use the Schedule of Values (SOV), from a Cost type business process.
You cannot auto-create a business process by using a Lease business process because the line items of the Lease business process contains several system-defined data elements that cannot be automatically included in other types of business processes.