Recommendations and Best Practices for Processing BP Records and Line Items
Business process records and line items can be added or updated using any of the following options:
- Bulk Update option by exporting/importing a Microsoft Excel .xlsx spreadsheet
- REST V1 services
- REST V2 services
Use the following tables to select the best option to add or update records for the scenarios outlined below.
Workflow Business Processes (Line Item and Generic Cost)
Scenario | Bulk Update (Excel Import) | REST V1 Services | REST V2 Services |
|---|---|---|---|
Update Main Form and Line item data of non terminal workflow records when records are accepted (when no workflow [WF] action provided) | Yes | Yes |
|
Update Main Form and line item data of non-terminal workflow records when records are not accepted yet (when no WF action provided) | Yes | Yes | Yes |
The following actions when no WF action taken while bulk updating record or line item data (record is in accepted state or not)
| No | No | No |
Update Main Form data of workflow records in terminal status when end form is action form | Yes | Yes | Yes |
Update Main Form data of workflow records in terminal status when end form is view form | No | Yes | No |
Add new line items in workflow records when records are not accepted (no WF action provided) | Yes | Yes | Yes |
Add new line items in workflow records when records are accepted (no WF action provided) | Yes | Yes | No |
Update, Add/Delete line items and advancing workflow of records that are not accepted | Yes, if Bulk Import user is the task assignee. | Yes | Yes |
Update, Add, and Delete line items in workflow records that are in accepted state (WF action provided or not in input request) | No | Yes | No |
Delete line items in workflow records when records are accepted (no WF action provided) | Yes | Yes | No |
Delete line items in workflow records when records are not accepted (no WF action provided) | Yes | Yes | Yes |
Required fields and form validations based on form selected in Integration tab | Yes | Yes | No |
Update of CBS Code Picker (bitemID) for existing line items in Generic Cost BPs | Yes | No | No |
Update of uuu_unit_price for existing line items in Cost BP | Yes | No | No |
Work package picker, BPO picker in Generic Cost BP design | No | Yes (Only WP is supported) | Yes |
Roll up of amount to Cost Sheet when updated line items in workflow records when records are in accepted state | No | No | No |
Roll up of amount to Cost Sheet when updated line items in workflow records when records are in non-accepted state | No (Always the roll up to Cost Sheet will happen when record is moved forward or workflow action is taken) | No | No |
Auto populate from detail form, formulas, auto populate from upper form, pickers, constant etc when updating, adding, and deleting line items and advancing workflow | Yes | Yes | Yes |
Email Notifications when advancing workflow | No | Yes | Yes |
Line item Status DE update when adding or updating line items | No | No | No |
Rich Text Data elements | No | Yes | Yes |
Non-Workflow Records
Scenario | Bulk Update (Excel Import) | REST V1 Services | REST V2 Services |
|---|---|---|---|
Update Main Form and line item data when records are in submit mode | Yes | Yes | Yes |
Update Main Form and line item data when records are in edit mode | Yes (will update record to submit mode) | Yes (will update record to submit mode) | Yes (will update record to submit mode) |
Add new line items when records are in submit mode | Yes | Yes | Yes |
Add new line items when records are in edit mode | Yes (will update record to submit mode) | Yes (will update record to submit mode) | Yes (will update record to submit mode) |
Delete line items when records are in submit mode | Yes | Yes | Yes |
Delete line items when records are in edit mode | Yes (will update record to submit mode) | Yes (will update record to submit mode) | Yes (will update record to submit mode) |
Update CBS Code Picker (bitemID) for existing line items in Cost BP | Yes | No | No |
Update uuu_unit_price for existing line items in Cost BP | Yes | No | No |
Work package picker in Cost BP design | No | Yes | Yes |
Roll-up amount to Cost Sheet when updated line items in edit or submit mode | Yes | Yes | Yes |
Roll-up amount to Cost Sheet when added or removed line items in edit or submit mode | Yes | Yes | Yes |
Auto-populate from detail form, formulas, auto populate from upper form, pickers, constant etc. | Yes | Yes | Yes |
Autocreation, Publish to DM, RAP for advanced records, records in submit mode | Yes | Yes | Yes |
Line item Status DE update when adding or updating line items | No | No | No |
Rich Text Data elements | No | Yes | Yes |
Last Published Monday, May 20, 2024