Processing Milestones to Update Milestone Statuses

In this topic, you will learn how to process milestones to update milestone statuses.

Steps:

1. Begin by navigating to the Process Milestones page.

    

   Click the Main Menu button.

   Step 1

2. Click the Customer Contracts menu.

   Step 2

3. Click the Update Contract Progress menu.

   Step 3

4. Click the Process Milestones menu.

   Step 4

5. You can run this process by searching for an existing Run Control ID or you can add a new value. Creating a Run Control ID that is relevant to the process may help you remember it for future use.

   Step 5

6. Click the Add a New Value tab.

   Step 6

7. A Run Control ID is an identifier that, when paired with your User ID, uniquely identifies the process you are running. The Run Control ID defines parameters that are used when a process is run. This ensures that when a process runs in the background, the system does not prompt you for additional values.

   Step 7

8. Click in the Run Control ID field.

   Step 8

9. Enter the desired information into the Run Control ID field.

    

   Enter "PRO_MILE".

   Step 9

10. Click the Add button.

    Step 10

11. Use the Process Milestones page to enter the request parameters. These parameters will be used to define the processing rules and data to be included when the process is run.

    Step 11

12. Click in the Business Unit field.

    Step 12

13. Enter the desired information into the Business Unit field.

     

    Enter "US001".

    Step 13

14. Click in the Contract Type field.

    Step 14

15. Enter the desired information into the Contract Type field.

     

    Enter "ALL".

     

    Step 15

16. Click the Contract Class list.

    Step 16

17. Click the Standard list item.

    Step 17

18. Click in the Sold To field.

    Step 18

19. Enter the desired information into the Sold To field.

     

    Enter "1000".

    Step 19

20. Click in the Contract field.

    Step 20

21. Enter the desired information into the Contract field.

     

    Enter "CON000000000029".

    Step 21

22. Click the Run button.

    Step 22

23. Use the Process Scheduler Request page to enter or update parameters, such as server name and process output format.

    Step 23

24. Use the Server Name list to select a specific server on which the process will run, or leave the list blank to use the system’s default server. If you have run the process before, the server name that you last used appears by default.

    Step 24

25. Click the Server Name list.

    Step 25

26. Click the PSNT list item.

    Step 26

27. Click the OK button.

    Step 27

28. Notice the Process Instance number appears. This number helps you identify the process you have run when you check the status.

    Step 28

29. Click the Process Monitor link.

    Step 29

30. Use the Process List page to view the status of submitted process requests.

    Step 30

31. Click the Refresh button.

    Step 31

32. The process is finished when the status is Success. Continue to click the Refresh button until the Status is Success.

    Step 32

Congratulations, you have successfully learned how to run the update milestone statuses process.

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