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

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Critical & one-time setup fields:

 

 

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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.

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Serial number/Lot number (ASI):

 

 

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Zoom conditions:

 

 

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Customization: