Manually creating a new process

  1. Select Financials > Shared Processes > Close Management > Setup > Close Setup > Manage Process.
  2. On the Manage Process tab, select All Actions Menu > New Process.
  3. Specify this information:
    Process Name
    Specify a name for the process.
    Team
    Select the team that owns the process.
    Process Owner
    Select the person from the designated team to own the process.
    Company
    Select the default company that is used for the process.
    Default Calendar
    Select the default calendar for the process.
    Default Period Group
    Select the default period group for the process.
    Schedule Tasks For Work Days Only
    Select this check box to assign tasks only on work days according to the designated calendar.
    Priority
    Select the priority for the process: Low, Medium, or High.
    Risk
    Select the risk for the process: Low, Medium, or High.
  4. Click OK.