Process profiles

You can use process profiles to perform complicated functions in SunSystems. For example, to do a payment run, when creating a process profile you can select from a list of available processes. The appropriate runtime options are then displayed for a payment run.

Use Process Profile Designer to create a new process profile:

  1. Open Transfer Profiles (TRP).
  2. Click New Profile.
    Transfer Profile Designer opens.
  3. Complete this information:
    Profile Type
    Select Process Profile.

    The Process Profile Designer dialog subsequently opens.

    Profile Name
    Enter a unique profile name. This name is given to your profile and identifies the profile.
    Description
    Enter a description of the profile.
    Target Component
    Select a component for the process profile.
    Business Unit
    Specify a target business unit.

    If this profile is specific to a business unit, enter the business unit code, otherwise leave blank to mandate entry at run time.

    You can override this option at run time.

    Note: For a Financials Only business unit, we recommend that import profiles contain financials only data. It is possible for import profiles containing Order Fulfilment data to be imported into a Financials Only business unit, but only the financials data will be included; any Order Fulfilment data will be ignored.
    Save Payload
    This option allows you to specify whether the input or output payload is saved during processing, or both. Select Input, Output, or Both. If you do not want to save the payload, select None.

    You can override this option at run time.

    Email Notification
    In the Email Notification list, select Enabled to notify users when the profile has been processed, otherwise select Disabled.

    You can override this option at run time.

    Email Address
    Enter the full email address to which you want a notification sent when processing is complete, using the appropriate format, such as name@emailserver.address. If you want to notify several email addresses, list them all in this field, separating each with a semi colon.
    Note: Email addresses are not validated, therefore you are recommended to verify they are correct.

    You can override this option at run time.

    Email Content
    The email notification automatically contains the text for whether the process has succeeded or failed. If you want to append any additional text to the notification, enter it here, otherwise leave blank.

    You can override this option at run time.

  4. Click Save Profile.
    Note: You can use the '*' asterisk wild-card, and the '?' question mark, when entering the source and target file names.

    Click Discard Changes if you do not want to save the new profile.

  5. Click Yes to return to Transfer Profiles or click No to remain in Transfer Profile Designer.