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Exact Synergy Enterprise   
 

Modifying process type settings

Menu path

System à Setup à Settings – General à Processes

Introduction

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.

Roles & rights

To modify the settings of process types, function right 143Maintain 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. 

What version are you using?

The information in this document is based on product update 249.

How do I modify process type settings?

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.

Buttons

Fields

Related document

     
 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 15.552.669
 Assortment:  Date: 15-05-2012
 Release:  Attachment:
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