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
Master Log - Business Processes Node
Configuring Business Processes
General Procedures for Setting Up 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
Last Published Wednesday, June 26, 2024