Auto-Creating BP Records

There are different ways of auto-creation:

  1. Spawning a record at a particular point in a workflow (S-Step)
  2. Auto-creating a record or line item when it reaches a particular condition or frequency (I-Step)
  3. Using a template that is scheduled to auto-create records

For auto-creating BP records in S-Step or I-Step, you must reset on creation step.

Reset on Creation Step

The following rules apply:

Related Topics

Auto-Create a BP Record from a Workflow Step (S-Step)

Auto-Create a BP Record, or Line Item, Based on Conditions or Frequency

Bypassing the Initiation Step (I-Step)

Examples of Auto-Creation

Rules for Checking Conditions for Auto-Creation

Auto-Creation in Operation

Schedule BP Auto-Creation Dynamically

Stop Auto-Creation

Create a BP Record, or Line Item, with Manual Auto-Creation

Auto-Create SPA Commits with Variable Unit Cost Lines



Last Published Monday, August 28, 2023