Setting up Business Processes
Information is entered and stored using electronic business process forms and routed via configurable workflows. Business processes -- and their workflows, logs, and even search parameters -- can be created and designed in uDesigner. They are then imported into Unifier, configured for use, and set up for use in specific projects, shells or the company workspace.
Setting up business processes for use consists of the following steps:
Step 1: Import and deploy business processes.
Step 2: Configure the BPs. This configuration enables the BP to be set up for use. It consists of establishing the record number sequence, determining which BP log the records will be stored in, and activating workflows.
Step 3: Set up the BPs. After configuring, BPs must be set up for use at the company level or in individual projects or shells. For workflow BPs, you can create multiple setups that allow you to use the same BP form with any number of customized workflows.
Step 4: Grant permissions. After setting up and activating a business process, you must grant User Mode permission to all users (including yourself) who will need to view records or participate in a workflow.
Note: Not all BPs work in all areas of the system. For a table that lists all available BPs and the areas in which they are available for use, see Business Process Functionality.
In This Section
Master Log - Business Processes Node
Advanced Logs and Standard Logs
Configuring Business Processes
Configuring Business Process Configuration Package
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
Auto-creating BP Record or Planning Item Based on Conditions or Frequency
Setting up Auto-Creation of Cash Flow Curves from Contracts
Copying Workflow Setups from Other Schemas
Importing Workflow Setups from One Company to Another Company In the Same Environment
Setting up a Blanket Purchase Order Summary Template
Setting up a Base Commit Business Process
Setting up a Request for Bid (RFB) Business Process
Business Process Permission Settings
Business Process Functionality
Query-Based Tab in Business Processes
Creating Query-Based Tab in Business Processes
Last Published Monday, August 28, 2023