Basic Non-workflow Set Up in the General Tab

For a non-workflow business process, enter the following information in the General tab of the Business Process Setup window:

In this field:	Do this:
Setup Name	Enter a unique name (required field).
Description	Enter a description. This is optional, but recommended.
Help File	Lets you add a custom PDF help file.
Default Record Status	Use this field in setting up the creation of non-workflow business processes. The status you enter here will be used as the beginning status for a record created using any method—manual, integration, or auto-creation of any type. Note: If the default status that you select has been set to Inactive, an error message appears when you activate the business process setup, the selected status is removed from the list, and you must select a different status.
Send error notification to:	Specify the user to receive error notifications.
Save Record Information to Document Manager	Select this check box if the records produced by this business process should be automatically saved in the Document Manager. If you select this option, the system will send a copy of the business process' records, along with their comments and attachments, to a specified folder* in the Document Manager. The owner of the published record will be the assignee of the business process that published it. If the record exists in the folder, the record will be published as a revision. If the path to the folder is invalid for any reason, the record will be sent to the Unpublished Documents node. Depending on how you set up the business process, it can be automatically published to the Document Manager whenever an email notification is sent regarding the status of the business process. * This folder is identified on the business process with this data element uuu_dm_record_info_path. For information about this element, refer to the Unifier Data Reference Guide.
Default Record format for Notification and Document Manager	This option has two purposes: If you want notification sent to users whenever a business process record is created or modified, use this option to specify the format in which you want the notification to be sent. If you have checked the Save Record Information to Document Manager check box, use this option to specify the format in which the business process records should be saved.
Cash Flow: Default Template	This option only appears in CBS code-based Base Commit business processes. It lets you enable the auto-creation of a commitment-level cash flow curve at runtime for the business process record. The curve is based on the selected commitment-level cash flow template and is created when the record is complete. Click Add and choose a template. For more information, see Setting Up Auto-Creation of Cash Flow Curves from Contracts.

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