Process Level (BL01.1)

Use Process Level (BL01.1) to define a process level for a company. A process level is a user-defined breakdown within a company, such as a department, division, or sales office. It represents the level at which you track sales, and is used as a reporting break on reports within the application. You can assign various defaults, including location, ship days (to calculate default expected ship date on an order), and reason code to a process level.

In addition, you can control invoicing at the process level instead of at the company level. If invoicing parameters were not entered at the company level, you can enter them at the process level on this form. If you do set up invoicing at the process level, you will be responsible for specifying your process level when you create invoices using Invoice and Register Print (BL122).