Tabs



Business process Instance



Critical fields:

1) Business process header - It is used to display name details from business process template.2) User/contact - The User identifies a unique user in the system. This could be an internal user or a business partner contact3) Name - The name of an entity (record) is used as an default search option in addition to the search key. The name is up to 60 characters in length.4) Instance status - Business process Instance status will be mentioned

Critical & one-time setup fields:

1) Organization Field- This Field is used to select the organization which you are going to process the order.

Non-critical fields:

1) Description - Optional short description of the  record2) Date start - Date start for this order3) Finish Date - The finish date is used to indicate when the project is expected to be completed or has been completed.

Serial number/Lot number (ASI):

Zoom conditions:

Customization:

Steps



Critical fields:

1) Business process step - Step by step procedure will be mentioned in this field to find out task status2) Sequence - It is used to mention sequence number based on business process step3) User/Contact - The User identifies a unique user in the system. This could be an internal user or a business partner contact4) Process status - To identify business process status

Critical & one-time setup fields:

Non-critical fields:

1) Due Date - Due date limit to be mentioned2) Finish Date - The finish date is used to indicate when the project is expected to be completed or has been completed.3) Due days - Date count will be displayed based on project start date4) Approved by - Approver user details will be displayed5) Comments - The Comments field allows for free form entry of additional information.6) Reviewer role - Reviewer role will be displayed if approval is set for particular transaction7) Record Id - The Record ID is the internal unique identifier of a record. Please note that zooming to the record may not be successful for Orders, Invoices and Shipment/Receipts as sometimes the Sales Order type is not known.8) Document status - It is used to track whether the document is completed or in-progress or draft stage.

Serial number/Lot number (ASI):

Zoom conditions:

Customization: