Business Process Functionality
Not all BPs work with all functional areas of Unifier. This table lists the available BPs and the areas in which the BP works.
Type | Subtype | Classification | Shell (CBS) | Shell (Generic) | Company |
---|---|---|---|---|---|
Cost | Commit at Company level | - |
|
| X |
Cost | Line item with CBS code | Generic | X |
|
|
Cost | Line item with CBS code | Transfer | X |
|
|
Cost | Line item with CBS code | Base Commit | X |
|
|
Cost | Line item with CBS code | Change Commit | X |
|
|
Cost | Line item with CBS code | General Spends | X |
|
|
Cost | Line item with CBS code | Payment Applications | X |
|
|
Cost | Line item with fund code | Generic | X |
|
|
Cost | Line item with fund code | Transfer | X |
|
|
Cost | Line item with both fund and CBS code | Generic | X |
|
|
Cost | Line item with both fund and CBS code | Transfer | X |
|
|
Cost | Line item with company account code | Generic |
|
| X |
Cost | Line item with company account code | Transfer |
|
| X |
Cost | Line item with asset code | - |
|
| X |
Cost | Line item with multiple codes | Generic |
| X |
|
Cost | Line item with multiple codes | Transfer |
| X |
|
Cost | Line item with multiple codes | Base Commit |
| X |
|
Cost | Line item with multiple codes | Change Commit |
| X |
|
Cost | Line item with multiple codes | General Spends |
| X |
|
Cost | Line item with multiple codes | Lease |
| X |
|
Line item | - | - |
|
| X |
Line item | - | - | X | X |
|
RFB | - | - |
|
|
|
Simple | - | - |
|
| X |
Simple | - | - | X | X |
|
Document | With folder structure | No detail form | X | X | X |
Document | With folder structure | With detail form | X | X | X |
Document | Without folder structure | No detail form | X | X | X |
Document | Without folder structure | With detail form | X | X | X |
Text | - | - | X | X | X |
Resource | Resource booking | - |
|
|
|
Resource | Time sheets | - |
|
| X |
See Also
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
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
Query-Based Tab in Business Processes
Creating Query-Based Tab in Business Processes
Last Published Wednesday, June 26, 2024