Business Process Functionality

Not all BPs work with all functional areas of Unifier Essentials. This table lists the available BPs and the areas in which the BP works.

Type

Subtype

Classification

Shell (CBS)

Company

Cost

Commit at Company level

-

 

X

Cost

Line item with CBS code

Generic

X

 

Cost

Line item with CBS code

Transfer

X

 

Cost

Line item with CBS code

Base Commit

X

 

Cost

Line item with CBS code

Change Commit

X

 

Cost

Line item with CBS code

General Spends

X

 

Cost

Line item with CBS code

Payment Applications

X

 

Cost

Line item with fund code

Generic

X

 

Cost

Line item with fund code

Transfer

X

 

Cost

Line item with both fund and CBS code

Generic

X

 

Cost

Line item with both fund and CBS code

Transfer

X

 

Cost

Line item with company account code

Generic

 

X

Cost

Line item with company account code

Transfer

 

X

Cost

Line item with multiple codes

Generic

 

 

Cost

Line item with multiple codes

Transfer

 

 

Cost

Line item with multiple codes

Base Commit

 

 

Cost

Line item with multiple codes

Change Commit

 

 

Cost

Line item with multiple codes

General Spends

 

 

Cost

Line item with multiple codes

Lease

 

 

Line item

-

-

 

X

Line item

-

-

X

 

RFB

-

-

 

 

Simple

-

-

 

X

Simple

-

-

X

 

Document

With folder structure

No detail form

X

X

Document

With folder structure

With detail form

X

X

See Also

Setting Up Business Processes

Master Log - Business Processes Node

Importing Business Processes

Configuring Business Processes

General Procedures for Setting Up Business Processes

Loading a Business Process

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



Last Published Wednesday, June 26, 2024