Setting Up Business Processes

Information is entered and stored using electronic business process forms and routed via configurable workflows. Business processes—and their workflows, logs, and even search parameters—can be created and designed in uDesigner. They are then imported into Unifier, configured for use, and set up for use in specific projects/shells or the company workspace.

Setting up business processes for use consists of the following steps:

  1. Import and deploy business processes. For more information, see Importing Business Processes.
  2. Configure the BPs to be set up for use. For more information, see Configure and Activate a BP.
  3. Set up the BPs for use at the company-level or in individual projects/shells. For workflow BPs, you can create multiple setups that let you use the same BP form with any number of customized workflows.

    For more information, see Setting Up Non-Workflow Business Processes and Setting Up Workflow Business Processes

  4. Grant User mode permission to all users (including yourself) who will need to view records or participate in a workflow.

    Note: Not all BPs work in all areas of the system. For a table that lists all available BPs and the areas in which they are available for use, see Business Process Functionality.

In This Section

Master Log - Business Processes Node

Advanced Logs and Standard Logs

Importing Business Processes

Configuring Business Processes

Configuring Business Process Configuration Package

General Procedures for Setting Up Business Processes

Loading a Business Process

Setting Up Non-Workflow Business Processes

Setting Up Workflow Business Processes

Copy Workflow Setups From Other Schemas

Setting Up Business Processes with Oracle Integration

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

Setting Up a Blanket Purchase Order Summary Template

Setting Up a Base Commit Business Process

Setting Up a Multiple Base Commit BPs Manually with Multiple Payment Applications and SOVs

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 Tuesday, April 8, 2025