General Procedures for Setting Up Business Processes
Business processes must be set up before use. The general procedures apply to company-level and project/shell-level business processes, with some differences.
Workflow Business Processes
Workflow business processes can have one or more BP setups, which define the workflow setup options. These include configuring the workflow and each step. These options control step behaviors as the BP moves through the steps of the workflow. Each step can have an associated duration and the workflow (consisting of all the steps) can have an overall duration, which facilitates project/shell data flow-through and tracking. BP setup is the process of choosing a configuration, assigning users or groups to each step, configuring the actions they can take on that step, and setting the durations.
Non-workflow Business Processes
For non-workflow business processes, one setup is allowed. Setup includes adding the list of users who can create a non-workflow BP.
Set up of auto-creation of business processes or line items
Both workflow and non-workflow BPs support auto-creation. Auto-creation can be based on a:
- Condition that is met
- Date that passes
- Condition and a date
- Frequency (at periodic intervals, for example)
- Condition and frequency
You can auto-create BPs or line items from the upper form or the detail form, using creator elements. See Set up auto-creation for a non-workflow BP for non-workflow auto-creation setup and Set up auto-creation for a workflow BP for workflow auto-creation.
Special setups
There are special setup procedures for Master Service Agreement BPs and Request for Bid (RFB) BPs. There is an additional option for auto-creation of a commitment-level cash flow curve in setups for base commit business processes.
See Also
Master Log - Business Processes Node
Configuring Business Processes
Setting Up a Non-Workflow Business Process
Setting Up a Workflow Business Process
Creating, Adding, and Deleting Business Process Help Files
Setting Up Auto-Creation of Cash Flow Curves from Contracts
Setting up a Master Service Agreement Template
Setting Up a Base Commit Business Process
Setting Up a Request for Bid (RFB) Business Process
Business Process Functionality
Last Published Wednesday, June 26, 2024