Exercise - create a business process in the business process modeler

  • 7 minutes

You want to import a global business process library to your Lifecycle Services project and modify the library to introduce new processes for order to cash, procure to pay, and core financials. To do this, you must:

  • Copy a business process library.
  • Create your own business process library.
  • Create a project in the cloud environment, that is deployed on your Azure Pass subscription.

Copy a business process library

  1. Go to the Lifecycle Services portal (https://lcs.dynamics.com/v2) and sign in to your Lifecycle Services project by using your alias.
  2. Select the project that you created in the cloud environment, that was deployed on your Azure Pass subscription.
  3. On the Project details page, go to the More tools section, and Select the Business Process tile, or use the menu icon and select “Business process modeler”.

    Note

    Depending on the type of Lifecycle Services project, the Business process modeler menu can be accessed either from the Tools section (partner oriented) or from the menu icon.

  4. Select View this page in the updated BPM experience.
  5. Select the ellipsis (…) for the (March 2018 - All languages) APQC Unified Library for Microsoft finance and operations apps (Cross industry) library and Select Copy.
  6. Rename the library and Create.
  7. Your BPM library will be available in the Project libraries section, ready to be used in your Lifecycle Services project.
  8. Select your new library.
  9. Review available processes.

Create your own business process library

  1. Select New Library.
  2. Assign a name and Select Create
  3. Select your new library tile.
  4. Select Sample Core Business process, and then Select Edit Mode to make a change to the library.
  5. In the right panel, change the name of the process to Order to Cash, Select Save.
  6. Select Add Process and select As Sibling. Select Edit Mode and change the name to ‘Procure to Pay’.
  7. Repeat the previous step for ‘Core Financials’ and ‘Procure to Pay’.
  8. Select Order to Cash and add a child-level process.
  9. Select Add Process As Child > Edit Mode and change the name to “Free Text Invoice”, and then Select Save.
  10. Add the next process under Order to Cash for ‘Receipt Journal’.
  11. You can change the sequence by selecting the option to move process.
  12. Repeat the previous steps to add child processes to the other process as follows:
Process Child process
Order to Cash Receipt journal, Free Text invoice
Procure to Pay Purchase order, Vendor invoice, Vendor payment
Core Financials General journal, Run Financial reports, Period end