New Business Process

Release 24.03

Five New Generic Cost-Type Business Processes

Five cost type business processes are added to Unifier Essentials. The BPs are available for use, but have not been configured or added to any shell templates; Unifier Administrator will need to set them up. These business processes are primarily intended for use as integration sources or destinations for interfaces with ERPs or other financial systems, but could be used for other purposes as well. Guided workflows are provided for Generic Cost 1, while the other business processes have only the basic Ball in Court workflow.

Image of the the Generic Cost 1 business process.

Image of the Business Process configuration node in the Company Workspace, showing Generic Cost business processes 1 through 5.

Report Utility - New Business Process

A Report Utility business process is added to the Organization shell and the Oracle Project Template. Custom report data models may be assigned to Report Utility workflow schemas to allow scheduled creation of Custom Reports, and prints may be saved to the Project Document. Business process notifications to users may include attached .pdf custom reports.

Image of Company Workspace Configuration Node, and then the Custom Templates node selected; two Report Utility custom templates are visible in the log Project Details and Project Summary.

The Create New Report Utility, showing the Key Information block, and optiosn in the Report Name to choose either Project Details or Project Summary.

Last Published Monday, December 23, 2024