Tips for creating output processes
Use output process templates for best efficiency. Some templates are designed through third-party packages which integrate with iMIS, such as Microsoft Word documents. Most output processes allow you to define and save the template while you build the process itself.
Before you begin
Before you create an opportunity output process, make sure Process Mgr is set up to receive it.
Process
The process to create an output process is:
1. Set up security groups.
2. Create queries and customize business objects, if not using existing queries.
3. Create templates, if not using existing templates.
4. Define output processes and set permissions.