Use this screen to create and modify processes. It allows you to manage the Costpoint functions that comprise the processes. These functions include reports, computations, and postings.
You must first set up a process in this screen before you can submit it for execution.
When you have completed your entries, select the Save button on the toolbar to update the table. During the Save process, the system will delete table rows marked for deletion and store new or updated table rows.
An authorized user can update all entries in the table, regardless of who created them.
You must first save function parameters in the individual Costpoint function screens before you can associate them with a process in this screen. After saving parameters, you can use them in any process. If the process ID entered in the Process field is to be associated with a process group, you must first define the process group in the Maintain Process Groups screen. Although you can add, delete, or change the information in this screen at any time, use caution - your edits may affect how the process is run.
Enter up to 12 alphanumeric characters to serve as your unique process ID. This is a required field.
Enter a brief description, up to 30 alphanumeric characters, of the process ID. This is a required field.
Use this drop-down box to select a process group. This is an optional field. This drop-down box is populated with process groups set up in the Maintain Process Groups screen.
Enter comments of up to 254 alphanumeric characters. This is an optional field.
Use this group box to choose what will be done if an entry or step in the process fails during execution on the process server.
If you select this radio button and a step in the process fails, the process server uses the function default. If the step that failed is a computation or posting function, the process will halt. If the step is a report function, the process will continue.
If you select this radio button and a step in the process fails, the process server will stop executing the process.
If you select this radio button and a step in the process fails, the process server will continue executing the process.
This field displays the user ID of the individual who initially saved the process. If this is a new process, the system will insert your user ID. You cannot edit this field.
This field displays the process's initial creation date and time. The information in this field is never updated after the first save. You cannot edit this field.
This is a non-editable field. The system will generate the Modification Date each time the process is saved.
The system uses this field to order the entries in the table. This field will automatically be updated when you insert or delete a row in the table.
Enter up to 30 alphanumeric characters to identify the Costpoint module associated with a function. This is a required field. You can use Lookup to review the available modules (e.g., Billing, General Ledger).
This column displays the descriptive name of the module.
Enter up to 60 alphanumeric characters to designate the Costpoint function that is launched by this process using the parameters associated with the Parameters ID field. This is a required field. You can use Lookup to review available functions (e.g., Compute Burden Cost, Print User Report).
This column displays the descriptive name of the function.
Enter up to 15 alphanumeric characters to identify the parameters previously saved for the report, computation, or posting function. This is a required field. You can use Lookup to review the available parameters IDs.
This column displays a description of the parameters ID.
The following tables store data and/or the settings from this screen:
FUNC_PARM_CATLG
PROCESS_FUNC_PARM
PROCESS_GRP
PROCESS_HDR
PROCESS_QUE_ENTRY
S_APPL_FUNC
S_MODULE