Add a column for business process data

You can add a column that captures data from a selected business process. The business process must be company level of type line items with asset code.

You can roll up data directly from the business process or create a formula for the column based on the data.

To add a column for business process data

  1. Open the Asset Sheet to which you want to add a column.
  2. Click the Column button, located in the sheet tool bar.
  3. In the Column Properties window, choose a data source of type Sys Business Process.

    This allows you to link the column to a company-level business process of type line items with asset code.

  4. For the entry method, choose Data Type and click the Define button. The Define Data Type window opens. The window is similar to a formula window.
  5. Click the Select button and select a business process from the list. The list includes only company-level BPs with the line items with asset code subtype. Only the Amount field is available. You can optionally use the field to define a formula.
  6. Click OK. Save the column definition.

Last Published Monday, August 28, 2023