System à Setup à Settings – General à Processes
You can modify the settings of the process types performed in Exact Synergy Enterprise. Process types are defined as the types of background jobs carried out in the system. Among the types of background jobs are the HRM Excel export where people data can be exported in Microsoft Excel format and contract prolongation in which the background job handles the extension of contracts linked to customers and resellers.
In the settings, you can modify the description, the priority level of the request, the document settings, and the security level of the document associated with the specific process type. In each process type, the background job will create a file which will be attached to a document, and this document is linked to a request that is displayed in the workflow of the person who performs the background job. Based on the document category settings, specific document will be created in the background job.
To modify the settings of process types, function right 143 – Maintain Process Types is required. Users with the Controller role have this function right.
Notes:
For more details on function rights, go to System à Security à Function rights.
For more details on roles, go to System à Setup à Security à Roles.
The information in this document is based on product update 249.
1. On the System: Process types page, select a process type under the Type column.
2. Define the fields.
3. Click Save.
Keep in mind: All fields with the “!” icon are mandatory.
Click this to save the changes you have made in the process type settings.
Click this to exit.
This displays the selected process type. This cannot be edited.
Type the description of the process type.
Select the priority level for the process type. The selected priority will be the priority of the request created by the background job. There are five options available:
Urgent
High
Medium
Low
Long term
Select the main category, category, and subcategory of the document to be created for the process type. You can create main categories, categories, and subcategories of documents at Documents à Setup à Maintenance à Main categories / Categories / Subcategories. For more information, see Overview of categories.
Select a document type for the process type. Document types can be created at Documents à Setup à Maintenance à Document: Types. For more information, see Creating and modifying document types.
Note: This field is mandatory if Classic is selected at Document structure in the Document structure section, and the Type: Mandatory check box is selected in the Documents section at Documents à Setup à Maintenance à Settings. If Classic is selected at Document structure, and the Type: Mandatory check box is cleared, this field will be optional. However, this field is always mandatory if Standard is selected at Document structure. For more information, see Setting up documents.
Type the security level of the document to be created for the process type. This is mandatory.