Organizing Data with Multiple Tabs
You can use detail forms to create multiple tabs on a business process. These tabs are an effective way to organize the details of your business process. For example, for a lease management type of business process, you could create tabs to group lease details for easy tracking, such as Payments Setup, Options, Contacts, Clauses, and Insurance.
Business processes that support multiple tabs include:
- Any line item-type business process
- Cost business processes of the following types:
- Line Item with CBS Code
- Line Item with Company Account Code (Generic only)
- Line Item with Multiple Codes (Generic and Lease)
You will need to design a detail form for each tab. In addition to the "standard" detail form, you can design up to seven additional detail forms to create a total of eight tabs. After you create the tabs with the detail forms, you can design the line item lists for them.
Multiple Tabs on Cost BPs—Line Items with CBS Codes.
- You can place CBS codes on the standard tab only.
- Line items on non-standard tabs are not eligible for funding.
- Amounts from non-standard tabs can be rolled up to the upper form of the business process.
- Users can consolidate line items on non-standard tabs.
- You can place any picker on non-standard tabs, except for the CBS Picker, CBS Code Picker, Fund Picker, Generic Cost Code Picker, or any configurable manager picker.
Multiple Tabs on Cost BPs—Payment Application classification.
- Users cannot consolidate line items on non-standard tabs.
- Users can copy line items only onto non-standard tabs.
- Users can use the Grid View to add line items on non-standard tabs.
Multiple Tabs on Cost BPs—General Spends classification.
- Users cannot consolidate line items on non-standard tabs.
Last Published Monday, June 3, 2024