Creating a new process using the Process Wizard

  1. Select Financials > Shared Processes > Close Management > Setup > Close Setup > Manage Process.
  2. On the Manage Process tab, select All Actions > New Process Wizard.
  3. Specify a name for the process in the Process Name field.
  4. If the process is specific to only one company, select the Is This Process Specific To A Single Company? check box.
  5. In the Visibility section, select the Priority and Risk for the process and click Next.
  6. Specify this information:
    Team
    Select the team that owns the process.
    Process Owner
    Select the person from the designated team to own the process.
  7. Click Next.
  8. Specify this information:
    Company
    Select the company that is used for the process. This field is only available if you select the Is This Process Specific To A Single Company check box.
    Default Calendar
    Select the default calendar for the process.
    Default Period Group
    Select the default period group for the process.
  9. Click Next.
  10. Add sub processes and tasks. Click Next.
  11. To attach process documentation, click New to create new documentation or click Open to select existing documentation.
  12. Click Next to view a summary of the new process.
  13. Click Exit to exit the wizard.