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
- Open the Asset Sheet to which you want to add a column.
- Click the Column button, located in the sheet tool bar.
- 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.
- 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.
- 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.
- Click OK. Save the column definition.
Last Published Monday, August 28, 2023