Approval Session Load Options

Load options are available for the initial load of Requisition, Time and Expense Approval Sessions.  Load options automatically appear on the initial load of items awaiting approval, these options give the user the ability to restrict, based on selected criteria, records to be loaded into these sessions.  If no restriction parameters are input all records available for the user will be loaded into the session.

If an approval session was loaded, but not processed, it will appear on the WorkPlace Home Page as an Open session.  When open approval sessions are selected load options will not be available.

Requisition Approval Load Options

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Entry Fields

Requisition

Allows the user to enter or select from the zoom based on a specific requisition number to load into the current session.

Requester

Allows the user to enter or select from the zoom based on a requester whose requisition line items will be loaded into the current session.

Priority

Allows the user to enter or select from the zoom based on a specific priority code to load into the current session.

This field caption for this field can vary dependent on the System Setting.

 

Additional Load Parameters, with Project Series Interface

Project

Allows the user to enter or select from the zoom based on a specific Project to load into the current session.

Cost Category

Allows the user to enter or select from the zoom based on a specific Cost Category to load into the current session.

Sort By

If desired, select a sort by option from the drop down list before loading the session.

 

expense and timesheet Approval Load Options

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Entry Fields

Employee From/To

Allows the user to enter or select from the zoom based on a single or consecutive range of employee ID's for records to load into the current session.

Time Period From/To

Allows the user to enter or select from the zoom based on a single or consecutive range of time periods for records to load into the current session.

Department

Allows the user to enter or select from the zoom based on a single or consecutive range of Departments for records to load into the current session.