Scenario Configuration

Configuration of a scenario includes the following steps, each of which is described in greater detail below:

1. Reviewing enabled features
2. Creating a scenario
3. Adding the tasks to the scenario

Reviewing Enabled Features

Before you start adding a scenario, make sure that the features on which the scenario will be based are enabled on the Enable/Disable Features (CS100000) form. For more information on MYOB Acumatica features, see Preparing an Instance: Activation and Licensing.

Creating a Scenario

The first step of configuring a scenario is specifying its general settings on the Scenarios (WZ201000) form:

• Scenario Name: You should enter any appropriate name, which will be displayed on the MYOB Acumatica interface, on the main menu or in the navigation pane (depending on the location, which you define next).
• Site Map Location: You should define the location of the scenario on the site map, where it will be available to users for execution. You can specify any appropriate location, depending on the type of the process to be executed.
• Role Name (optional): You can limit user access to the scenario by specifying an access role. Only users granted by this role will have access to this scenario. For details, see Configuring User Roles. If you do not specify an access role, the scenario will be available to all users under the defined site map location.

Then you should save the scenario by clicking Save on the form toolbar.

After that, you need to add the tasks to the scenario.

Adding the Tasks to the Scenario

The second step of configuring a scenario is adding the tasks to the scenario on the Tasks (WZ202000) form. You can open this form by clicking the scenario name on the Scenarios (WZ201000) form or by navigating to the Tasks (EP4040PL) form, and then selecting the required scenario in the Scenario Name box.

To add each task, you need to click Add Task on the tree pane toolbar, and in the Task Summary area, specify the task-related settings, which are described in detail below:

• Name box: You should enter the task name.
• Status box: You should leave the default task status. The status of the task will be updated automatically, depending on the actions you perform during task execution or the features enabled in your system. For a detailed description of task statuses, see Tasks.
• Optional check box: You should select this check box if the task you are creating is optional and its completion is not required to complete the whole process. Whether execution of the task is optional depends on the settings made in your system and your business needs. If you select this check box, during scenario execution, the user will be able to skip this task (by clicking Skip on the <Scenario Name> - <Task Name> (WZ201510) form).
• Assigned To box: You can assign the task to any user for execution, or reassign the task, if needed.
  Note:

  You can perform this action after the scenario is already configured and activated in the system (that is, in the beginning of its execution or at any appropriate moment during the process).
• Details tab: You can add any information that can be useful for task execution, such as instructions or links to help topics.
• Screen Details tab: You can specify the ID of the form where the task should be executed. In the Screen ID box, specify the ID of the form that will be opened when a user clicks the Go to Screen button on the <Scenario Name> - <Task Name> (WZ201510) form. You can also specify the import scenario, if the task requires you to automatically upload data (for example, to upload the list of customers). For that, you need to specify the appropriate form ID in the Screen ID box, and then select the scenario in the Import Scenario box. In that case, when a user clicks the Go to Screen button on the task execution form, the system will navigate to the Import by Scenario (SM206036) form. For details, see the Configuring Import Scenarios.
  Note:

  You can leave these boxes blank if the task does not involve any form or report for its execution. In that case, the Go to Screen button will be absent on the <Scenario Name> - <Task Name> (WZ201510) form.
• Predecessors tab: You need to specify the tasks that have to be completed before the execution of the task you are configuring (if any). Specifiyng tasks on this tab is required when the tasks in the scenario have to be performed in a strict order. The task will be available for execution (its status will change to Open) only when the predecessor tasks are completed.
• Successors tab: Do nothing; the list of tasks (if any) is filled in automatically. These are the tasks that can be performed only after the execution of the task you are currently configuring.
• Subtasks tab: Do nothing; the list of subtasks (if the task has subtasks) is filled in automatically. If any subtask has the Pending, Open, or In Progress status, the parent task cannot be completed.
• Features tab: You need to select the features that have to be enabled in the system for task execution. If the required features are not activated, the task will be marked as Disabled during activation of the scenario.

After you have added all required tasks, save the scenario by clicking Save on the form toolbar.

On the Tasks (WZ202000) form, you can add, delete, and edit the tasks associated with the scenario.

Activating a Scenario

To make a scenario available to users on the defined site map location, you should activate it by clicking the Activate Scenario button. This button is available on the Scenarios form, the Tasks form, or the screen at the defined site map location.

After activation, all the tasks that do not have predecessors and can be executed right away are marked as Open. The tasks that depend on features that haven't been activated are marked as Disabled. The tasks for which required features are activated but that have uncompleted predecessor tasks are marked as Pending.

You can start scenario execution with any of the Open tasks.