Business process Instance
Window Introduction
Introduction
Overview:
Business Case:
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 contact
3) 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 record
2) Date start - Date start for this order
3) 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 status
2) Sequence - It is used to mention sequence number based on business process step
3) User/Contact - The User identifies a unique user in the system. This could be an internal user or a business partner contact
4) Process status - To identify business process status
Critical & one-time setup fields:
Non-critical fields:
1) Due Date - Due date limit to be mentioned
2) 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 date
4) Approved by - Approver user details will be displayed
5) 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 transaction
7) 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: