General Procedures for Setting Up Business Processes
Business processes must be set up before use. The general procedures apply to company-level and project/shell-level business processes, with some differences.
Workflow Business Processes
Workflow business processes can have one or more BP setups, which define the workflow setup options. These include configuring the workflow and each step. These options control step behaviors as the BP moves through the steps of the workflow. Each step can have an associated duration and the workflow (consisting of all the steps) can have an overall duration, which facilitates project/shell data flow-through and tracking. BP setup is the process of choosing a configuration, assigning users or groups to each step, configuring the actions they can take on that step, and setting the durations.
You may want to create multiple workflows per BP to accommodate different ways for the workflow to operate. For example, you can configure an RFI workflow with or without a coordinator. You may or may not have a need for both workflows on your project or shell.
Non-workflow Business Processes
For non-workflow business processes, one setup is allowed. Setup includes adding the list of users who can create a non-workflow BP.
Set up of auto-creation of business processes or line items
Both workflow and non-workflow BPs support auto-creation. Auto-creation can be based on a:
- Condition that is met
- Date that passes
- Condition and a date
- Frequency (at periodic intervals, for example)
- Condition and frequency
You can auto-create BPs or line items from the upper form or the detail form, using creator elements. See Set up auto-creation for a non-workflow BP or planning item for non-workflow auto-creation setup and Set up auto-creation for a workflow BP for workflow auto-creation.
Auto-creation of BPs based on workflow steps
You can specify that some workflow BPs include steps during the workflow that enable the auto-creation of BPs from an S-Step. See Define the Business Process Workflow for details.
Special setups
There are special setup procedures for blanket purchase order BPs and Request for Bid (RFB) BPs. There is an additional option for auto-creation of a commitment-level cash flow curve in setups for base commit business processes.
See Also
Master Log - Business Processes Node
Advanced Logs and Standard Logs
Configuring Business Processes
Configuring Business Process Configuration Package
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
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 Wednesday, June 26, 2024