criação de fop crm 5.0

7/25/2019 Criao de Fop Crm 5.0

1/16

Create a Front Ofce Process with the ollowing steps

1. Create Connection Object2. Create Premise3. Create Device location4. Create nstallation

Do !ata bin!ing wherever necessar"

#$% & 'P(O & %) * '$P +tilities & C,stomer 'ervice & Front Ofce & De-ne Front

Ofce Processes.

ransaction co!e & #/0C

0,siness process & %D an! clic on create

'elect process container an! clic on element


2/16

'elect process step an! clic on step b,tton

ow create connection object b" -lling5 'tep* 15 e6t* Create Connection Object7


3/16

Contin,e an! save

ow select connection object an! clic on 0in!ing


4/16

/ithin bin!ing "o, have to bin! connection object lie this8

ow go bac an! save the page

ow select step 1 create connection object an! clic on 'tep


5/16

$n! -ll the process step or creating ne6t step 9create premise: lie this8

Contin,e an! save the page


6/16

ow select Create Premise an! clic on 0in!ing

/ithin 0in!ing "o, have to bin! connection object lie this8


7/16

ow go bac an! save the page

ow select Create Premise an! clic on 'tep or creating ne6t step 9Create Device

;ocation:

$n! -ll the area or Create Device ;ocation


8/16


ow select Create Device ;ocation an! clic on 0in!ing


9/16

/ithin 0in!ing "o, have to bin!8

)o bac an! save the page

ow select Create Device ;ocation an! clic on 'tep or creating ne6t step

9nstallation:


10/16

Fill the area or Create nstallation lie this8

Contin,e an! save


11/16

ow select Create nstallation an! clic on 0in!ing

/ithin Create nstallation 0in!ing "o, have to bin!8


12/16

.P(#%'#'.#C?'= 9 then also this will r,n.7

@ote8 * ?ere e" !ate A "o, have to choose c,rrent !ate within s"stem -el!s or

9BD$+%B: an! or Division A #lectricit" 175 "o, have to -ll this man,all"

ow go bac save the page

Finall" "o, will get this page

ow "o, have to go in "o,r $ction 0o6 Con-g,ration5 there choose "o,r $ction 0o6

an! eep this b,siness process %D7 into an" o the gro,ps b" creating a new

transaction5 lie this8


13/16

'elect an" gro,ps wherever "o, want to eep this b,siness process7 an! clic on

ransaction lie this8


14/16

)ive the ransaction Description ame an! go to FO Process5 choose here "o,r

0,siness Process 9%D: lie this8


ow r,n "o,r CC 'creen with "o,r position5 an! go to "o,r FOP5 where "o, eep

"o,r b,siness process with the ransaction ame5 lie this8


15/16

?ere "o, are able to create 9Create Connection Object:5 9Create Premise:5 9Create

Device ;ocation: an! 9nstallation: step*b"*step b" clicing one time b,tton clicing.


16/16

criação de fop crm 5.0

Documents