Installation of Comarch ERP Standard BPM gives the user the possibility of accessing standard processes. The processes represent examples of activities usage and help to handle the most common business scenarios. They can be added to the library with the use of the mechanism of importing processes. Files of standard processes can be found in the main installation directory of the Comarch ERP Standard application, in BPMProcesses folder.

Detailed description of all current standard processes is located, by default, in the installation directory of Comarch ERP Standard, in BPMProcesses|Documentation folder. The documentation can be also opened from the level of Process Editor.

Below, there is a list of available standard processes:

• Update Supervisor (Customer) on Contact Person Forms – it allows for replacing an inactive supervisor (customer) with a new one on the forms of contact persons
• Update Supervisor (Employee) on Customer Forms – it allows for replacing an inactive supervisor (employee) with a new one on the forms of customers/vendors
• Update Supervisor (Employee) on Contact Person Forms – it allows for deactivating and adding a supervisor on contact person forms
• Update Attribute On Customer Form Upon Sales Complaint (SCL) Confirmation – this process updates the attrubite on the customer form during the confirmation of a sales complaint (SCL) document
• Update Items Delivery Date On The Basis of BI Report – this process updates time of items deliviery in currently valid price lists
• Update Exchange Rates – this process updates exchange rates for the exchange rate type indicated in ExchangeRateName parameter
• Update Thresholds (minimum quantity and optimal quantity) – this process updates thresholds: minimum quantity and optimal quanatity for items from a scpecific groups, on the basis of the following documents: SI, R, SOR, IR- and their corrections, in accordance with a given warehouse and for a given period.
• Analyze Item Sales – this process informs the user who initiates the process about exceeding the threshold value
• Cancel Intercompany Warehouse Movement Processed in POS – this process is uded for canceling all documents creted within an intercompany warehouse movement processed in Comarch Retail POS
• Handle Automatically Intra-Community Transaction –this process automatizes the process of handling intercomapny transactions.
• Handle Automatically EU Transactions in VAT Accounts – process for VAT invoices and VAT incvoice corrections with Intercompany transaction type, automatically generates VAT documents that respectively present output and input VAT tax on VAT-7 tax return
• Handle Automatically Transaction with Reverse Charge – this process automatizes the process of handling transactions subject to reverse charge. The process is started at the moment of confirming or canceling a purchase invoice with at least one item subject to reverse charge.
• Handle Automatically Transaction with Reverse Charge in VAT Accounts – process for VAT invoices and VAT incvoice corrections with National transaction type, automatically generates VAT documents that respectively present output and input VAT tax on VAT-7 tax return
• Invoice Automatically SO Release Documents (SOR) – default configuration of the process handles invoicing on monthly baiss for all customers. For each release a separate sales invoice with Unvonfirmed status is generated
• Post documents automatically – this process enables automatic posting of confirmed documents in accordance with values set in the process parameters
• Restock Shortages Automatically – the process automates generation of warehouse documents to sales invoices and receipts in which shortages have been registered.
• Complete Analytical Description in Documents Automatically –this process enables automatic completion of analytical description for documents in accordance with values set in the process parameters
• – This process verifies the VAT tax status retrieved from the customer form on documents FZ, FZL (sprzedawcy); FS, FSL (nabywcy)
• Add Customer-Vendor Default Name (local) – this locall process aims to add new customer through the possibility of entering default customer name, code, TIN number and description
• Add Supervisor (Customer-Vendor Type) for Selected Customers-Vendors – this process allows for adding supervisors to selected customers in batch
• Unprintable Invoices for Natural Persons in JPK_V7M – This process automatizes the process of handling invoices for ntural persons not subject to printing on fiscal printer
• Printable Invoices in JPK_V7M – This process automtizes the process of handling fiscal invoices in JPK_V7M file
• Generate Opposite Documents for Operations Executed Between Companies within One Structure – this process is responsible for creating opposite documents in case of registering in case a transaction between companies within the same multicompany structure is registered in the system.
• Generate PDF for Sales Invoice (SI) – This process generates a printout in .pdf format for a sales invoice accepted by the user
• Information on the processing of sales orders through trade documents issued in the offline mode in Retail POS – This process is started automatically at the moment of registering in the system documents SI/R issued in Comarch Retail POS that were not synchronized previously because of the lack of connection with the workstation. This process creates associations between SI/R documents issued on the workstation with SO documents and sends the information regarding the association to a selected operator group.
• Inform About Customers With Exceeded Credit Limit – this process sends to the mailboc of the employee who started the process a stateent of customers who exceeded credit limit
• Inform About Payment Delays On The Basis of BI Report – this process sends an e-mail message with a statement of customers who have unpaid payments aboive a specific number of days
• Calculate Price for Basic Unit on the Basis of Additional Unit’s Price – this process completes the ffunctionality of price lists for secondary additional lists in the system. It is used in a situation when, in the system, prices are entered in an additional unit, while transactions for an item are performed both in the additional unit and in the basic unit.
• Control Minimum Margin On Sales Invoice (SI) Items (A) – this process is responisble for controlling the minimum margin with the possibility of confirming a document on which the margin level is not reached
• Control Minimum Margin On Sales Invoice (SI) Items (B) – this process allows for confirming a document that does not rich the minimum margin and its confirmation is blocked by the Control Minimum Margin On Sales Invoice (SI) Items (A) process – a document from this process is submitted to authorized operators for confirmation
• Control Uniqueness of Customer-Vendor TIN Numbers – this process enables control of the uniqueness of customer forms in regard to the TIN number within the whole database
• Control Uniqueness of Document Reference Number – within the process, when saving PO, PI, SOR, DM documents and their corrections and when confirming PO, PI, VPI, SOR documents and their corrections, the system verifies the uniqueness of the reference number for the documents of a given type
• Copy Attribute From Customer Form To Sales Complaint (SCL) – this process compares the value of an attribute (according the name of the attriute class defined in the parameter) on the customer form and in the SCL document header when changing the claimant on the SCL document
• Handle Discrepancies in Delivery – this process supports the functionality of registering discrepancies in deliveries of items moved between the headquarters and a subsidiary or between subisidiaries
• Notify About Cash Register Discrepancy– this process informs selected operator group that, when opening cash register turn on a POS workstation, a discrepancy between the actual cash register balance and the cash register balance registered in the system occured
• Inform About Sales Complaint (SCL) Item Status Change – this process allows for sending automatic notifications (e-mail messages) to clients, regarding sales complaint item status change
• Notify About Tasks – with the use of this process, an employee with an assigned task, recevies a notification regarding this event
• Notify About Arrears – Dunning Letters (DL), Notify About Arrears – Late Fees (LF), Notify About Arrears – Payment Reminders (PR) – these processes enable an on-going verification of delayed paiments for the whole organization or for a selected center (if selected center is not of a company type, the proces refers to the first parent center of company typ for the center indicated in the process) for all or selected customers, according to the parameters specified in the process definition
• Associate SCL With Sales Documents (R, SI) – this process allows for creating associations between confirmed sales complaitndocuments (SCL) and sales documents (R, SI)
• Submit SO to Another Center – this process allows for submitting (copying) a sales order document (SO) to another center
• Generate a Series of Contacts for Selected Customers – process used for creating contacts in batch
• Generate a Series of Meetings for Selected Customers – process used for creating meetings in batch
• Generate a Series of Questionnaires for Top Vendors on the Basis of BI Report – process used for creating in batch questionnaires for top vendors on th ebasis of a selected BI report
• Create Purchase Orders (PO) With the Use of Item Quantity Calculation (IQC) – this process allows for creating item quantity calculation (IQC) on the basis of which purhcase orders (PO) are generated and saved as unconfirmed
• Subscribe BI Report Part 1 of 2 – processes Subscribe BI report allow for sending defined subscriptions of BI report to the task inboxes of employees selected as report recipients
• Subscribe BI Report Part 2 of 2 – this process is responsible for sending the subscription defined in the process Subscrive BI Report Part 1 of 2 in accordance with the schedule defined in the report subscription
• Verify Bank Account For Selected Customers/Vendors – this process is used for checking bank accounts of customers who fullfil speicifc requirements and belong to the group from the level of which the process was started. Then, it sends a message to the operator’s inbox.
• Verify VAT Status For Selected Customers-Vendors –this process is used for verifying VAT sttus for selected customers
• Verification of Customer/Vendor VAT Status When Saving or Confirming a Document – this process checks customer VAT status on PI, API (vendor) and SI, ASI (customer) documents
• Inform About Unconsidered Sales Complaints (SCL) – this process informs the user who initiated it about uncosidered sales complaints (SCL)
• Inform About Acceptance of Sales Complaint (SCL) – this process is started when changing the status on the heeader of an SCL document and verifies whether its status is changed to IF yes, the information regarding the acceptance is sent to operators indicated in the process parameter
• Send Formatted E-mail – this process sends an e-mail message with a specific content and subject to the recipients indicated in the process
• Display Message About Customer Submitting Complaint SCL – this process displays message informing about setting the customer on a SCL document
• Block Customer-Vendor Addition (local) – this process block addition of a new customer with default code and TIN number
• Block Confirmation of Purchase Order (PO) With High Value (local) – locl process that block the possiblity of confirming purchase orders with high values (by default, it is value 1000 in the document currency) by users who do not belong to a selected group (B2_admin, by default)
• Change Customer Type in CRM – this process is triggered after confirming a sales quote (SQ) or a sales order (SO)
• Find All Documents To Post – this process creates a list of documents that are supposed to be posted and checks whetehr the document type has a posting scheme associated
• Process Intercompany Warehouse Movement – this process is used for processing delivieries or returins in case of registering in the system, with the use of a WM- document, a warehouse movement within the same multicompany structure
• Add Customer-Vendor Default Name (local) – this local process aims to add new customer through the possibility of entering default customer name, code, TIN number and description
• Add Supervisor (Customer-Vendor Type) for Selected Customers-Vendors – this process allows for adding supervisors to selected customers in batch
• Analyze Item Sales – this process informs the user who initiates the process about exceeding the threshold value
• Associate SCL With Sales Documents (R, SI) – this process allows for creating associations between confirmed sales complaint documents (SCL) and sales documents (R, SI)
• Block Confirmation of Purchase Order (PO) With High Value (local) – local process that block the possibility of confirming purchase orders with high values (by default, it is value 1000 in the document currency) by users who do not belong to a selected group (B2_admin, by default)
• Block Customer-Vendor Addition (local) – this process block addition of a new customer with default code and TIN number
• Block Saving or Confirmation of Document Issued for Customer/Vendor Not Marked As Active Taxpayer − This process verifies the VAT tax status retrieved from the customer form on PI, API (vendor), SI, ASI (customer) documents
• Calculate Price for Basic Unit on the Basis of Additional Unit’s Price – this process completes the functionality of price lists for secondary additional lists in the system. It is used in a situation when, in the system, prices are entered in an additional unit, while transactions for an item are performed both in the additional unit and in the basic unit.
• Cancel Intercompany Warehouse Movement Processed in POS – this process is used for canceling all documents created within an intercompany warehouse movement processed in Comarch Retail POS
• Change Customer Type in CRM – this process is triggered after confirming a sales quote (SQ) or a sales order (SO)
• Complete Analytical Description in Documents Automatically –this process enables automatic completion of analytical description for documents in accordance with values set in the process parameters
• Control Minimum Margin On Sales Invoice (SI) Items (A) – this process is responsible for controlling the minimum margin with the possibility of confirming a document on which the margin level is not reached
• Control Minimum Margin On Sales Invoice (SI) Items (B) – this process allows for confirming a document that does not rich the minimum margin and its confirmation is blocked by the Control Minimum Margin On Sales Invoice (SI) Items (A) process – a document from this process is submitted to authorized operators for confirmation
• Control Uniqueness of Customer-Vendor TIN Numbers – this process enables control of the uniqueness of customer forms in regard to the TIN number within the whole database
• Control Uniqueness of Document Reference Number – within the process, when saving PO, PI, SOR, DM documents and their corrections and when confirming PO, PI, VPI, SOR documents and their corrections, the system verifies the uniqueness of the reference number for the documents of a given type
• Copy Attribute From Customer Form To Sales Complaint (SCL) – this process compares the value of an attribute (according the name of the attribute class defined in the parameter) on the customer form and in the SCL document header when changing the claimant on the SCL document
• Create Purchase Orders (PO) With the Use of Item Quantity Calculation (IQC) – this process allows for creating item quantity calculation (IQC) on the basis of which purchase orders (PO) are generated and saved as unconfirmed
• Display Message About Customer Submitting Complaint SCL – this process displays message informing about setting the customer on a SCL document
• Find All Documents To Post – this process creates a list of documents that are supposed to be posted and checks whether the document type has a posting scheme associated
• Generate a Series of Contacts for Selected Customers – process used for creating contacts in batch
• Generate a Series of Meetings for Selected Customers – process used for creating meetings in batch
• Generate a Series of Questionnaires for Top Vendors on the Basis of BI Report – process used for creating in batch questionnaires for top vendors on the basis of a selected BI report
• Generate Opposite Documents for Operations Executed Between Companies within One Structure – this process is responsible for creating opposite documents in case of registering in case a transaction between companies within the same multicompany structure is registered in the system.
• Generate PDF for Sales Invoice (SI) – This process generates a printout in .pdf format for a sales invoice accepted by the user
• Handle Automatically EU Transactions in VAT Accounts – process for VAT invoices and VAT invoice corrections with Intercompany transaction type, automatically generates VAT documents that respectively present output and input VAT tax on VAT-7 tax return
• Handle Automatically Intra-Community Transaction –this process automatizes the process of handling intercompany transactions.
• Handle Automatically Transaction with Reverse Charge – this process automatizes the process of handling transactions subject to reverse charge. The process is started at the moment of confirming or canceling a purchase invoice with at least one item subject to reverse charge.
• Handle Automatically Transaction with Reverse Charge in VAT Accounts – process for VAT invoices and VAT invoice corrections with National transaction type, automatically generates VAT documents that respectively present output and input VAT tax on VAT-7 tax return
• Handle Discrepancies in Delivery – this process supports the functionality of registering discrepancies in deliveries of items moved between the headquarters and a subsidiary or between subsidiaries
• Inform About Acceptance of Sales Complaint (SCL) – this process is started when changing the status on the header of an SCL document and verifies whether its status is changed to IF yes, the information regarding the acceptance is sent to operators indicated in the process parameter
• Inform About Customers With Exceeded Credit Limit – this process sends to the mailbox of the employee who started the process a statement of customers who exceeded credit limit
• Inform About Payment Delays On The Basis of BI Report – this process sends an e-mail message with a statement of customers who have unpaid payments above a specific number of days
• Inform About Sales Complaint (SCL) Item Status Change – this process allows for sending automatic notifications (e-mail messages) to clients, regarding sales complaint item status change
• Inform About Unconsidered Sales Complaints (SCL) – this process informs the user who initiated it about unconsidered sales complaints (SCL)
• Information on the processing of sales orders through trade documents issued in the offline mode in Retail POS – This process is started automatically at the moment of registering in the system documents SI/R issued in Comarch Retail POS that were not synchronized previously because of the lack of connection with the workstation. This process creates associations between SI/R documents issued on the workstation with SO documents and sends the information regarding the association to a selected operator group.
• Invoice Automatically SO Release Documents (SOR) – default configuration of the process handles invoicing on monthly basis for all customers. For each release a separate sales invoice with Unconfirmed status is generated
• Notify About Arrears – Dunning Letters (DL), Notify About Arrears – Late Fees (LF), Notify About Arrears – Payment Reminders (PR) – these processes enable an on-going verification of delayed payments for the whole organization or for a selected center (if selected center is not of a company type, the process refers to the first parent center of company type for the center indicated in the process) for all or selected customers, according to the parameters specified in the process definition
• Notify About Cash Register Discrepancy– this process informs selected operator group that, when opening cash register turn on a POS workstation, a discrepancy between the actual cash register balance and the cash register balance registered in the system occurred
• Notify About Tasks – with the use of this process, an employee with an assigned task, receives a notification regarding this event
• Post documents automatically – this process enables automatic posting of confirmed documents in accordance with values set in the process parameters
• Printable Invoices in JPK_V7M – This process automatizes the process of handling fiscal invoices in JPK_V7M file
• Process Intercompany Delivery – this process is used for issuing POR documents in case of registering in the system, with the use of a SOR document, a delivery between companies within the same multi-company structure
• Process Intercompany Warehouse Movement – this process is used for processing deliveries or returns in case of registering in the system, with the use of a WM- document, a warehouse movement within the same multicompany structure
• Restock Shortages Automatically – the process automates generation of warehouse documents to sales invoices and receipts in which shortages have been registered.
• Send Formatted E-mail – this process sends an e-mail message with a specific content and subject to the recipients indicated in the process
• Submit SO to Another Center – this process allows for submitting (copying) a sales order document (SO) to another center
• Subscribe BI Report Part 1 of 2 – processes Subscribe BI report allow for sending defined subscriptions of BI report to the task inboxes of employees selected as report recipients
• Subscribe BI Report Part 2 of 2 – this process is responsible for sending the subscription defined in the process Subscribe BI Report Part 1 of 2 in accordance with the schedule defined in the report subscription
• Unprintable Invoices for Natural Persons in JPK_V7M – This process automatizes the process of handling invoices for natural persons not subject to printing on fiscal printer
• Update Attribute On Customer Form Upon Sales Complaint (SCL) Confirmation – this process updates the attribute on the customer form during the confirmation of a sales complaint (SCL) document
• Update Exchange Rates – this process updates exchange rates for the exchange rate type indicated in ExchangeRateName parameter
• Update Items Delivery Date On The Basis of BI Report – this process updates time of items delivery in currently valid price lists
• Update Supervisor (Customer) on Contact Person Forms – it allows for replacing an inactive supervisor (customer) with a new one on the forms of contact persons
• Update Supervisor (Employee) on Contact Person Forms – it allows for deactivating and adding a supervisor on contact person forms
• Update Supervisor (Employee) on Customer Forms – it allows for replacing an inactive supervisor (employee) with a new one on the forms of customers/vendors
• Update Thresholds (minimum quantity and optimal quantity) – this process updates thresholds: minimum quantity and optimal quantity for items from a specific group, on the basis of the following documents: SI, R, SOR, IR- and their corrections, in accordance with a given warehouse and for a given period.
• Verification of Customer/Vendor VAT Status When Saving or Confirming a Document – this process checks customer VAT status on PI, API (vendor) and SI, ASI (customer) documents
• Verify Bank Account For Selected Customers/Vendors – this process is used for checking bank accounts of customers who fulfil specific requirements and belong to the group from the level of which the process was started. Then, it sends a message to the operator’s inbox.
• Verify VAT Status For Selected Customers-Vendors –this process is used for verifying VAT status for selected customers