AttachmentsSelect New to create a new record, transaction or session, such as a new Requisition or a new approval session.
Copies the data from the existing record to a new document. Information entered on the existing page will populate the new document, but you may override any of these fields to make changes.
This drop down list of vendor on-line catalogs appear only when integrated with the WorkPlace PunchOut or Catalog modules and allows the user to select and shop from available WorkPlace or on-line Vendor catalogs real-time, during requisition entry. Upon Checkout the requisition lines will automatically be populated.
This drop down list allows the creation of a new shopping list or selection of available shopping lists to automatically populate a requisition during entry. Upon load of a shopping list, requisition line details will automatically be populated and can be modified if necessary before submitting the requisition.
Use this button to clear a loaded session. Clearing a session returns all records from an active session, making them available to load to a new session.
Select this button to save a record or to save changes made on the page or line.
Opens a secondary browser window allowing you to upload files to your transaction, or download previously attached files. The paperclip icon is displayed when no attachments are present on the line; if there are attachments present, the icon will change to a file. Typical documents to be attached may include Word documents, Excel Spreadsheets or bitmap files.
Will erase the entire document; all data previously entered will be lost and cannot be retrieved. This button may not be visible on pages where items are being created (such as establishing non-financial lists) until an item or list has been selected.
On Entry pages, once a transaction has been submitted the delete command button will not be available. On some WorkPlace pages; such as Approval Lists, the Delete command button functions only once a checkbox has been selected next to a list.
Select this command button on the Requisition, Check Request, Purchase Order, Timesheet or Expense Sheet entry pages to created a printed copy of your transaction.
Used to mark the document as complete and pass it on to the next step in the work flow. If the routing rules designate, the record will pass on to the approval process, otherwise it will be auto-approved, Requisition/Check Requests will continue on to the review session, Timesheets or Expense Sheets will be available for Batch process.
Once a status has been assigned to the document during an approval or review session, you must click the Process button to move the record to the next step in the work flow. This is the final step in an approval or review session, and the system will verify that you have completed this step by displaying a confirmation message.
The Recall button is available throughout WorkPlace to allow users to recall transactions or transaction lines that have been submitted. The recall button will not be available for transactions that have not been submitted or have been fully processed.
Select this checkbox during Requisition entry to keep the lines together through approval routing, when detail or line rules have been established. If one line is disapproved during approval the entire Requisition will be returned to the originator.
Use this button to toggle the status to approved for line items that have been loaded to the approval or review session. The Status field will change to reflect the new status.
Use this button to toggle the status to disapproved for all of the line items that have been loaded to an approval session. The Status field will change to reflect the new status. Session lines processed with the status of disapproved will be returned to the originator.
All documents are loaded into the approval session with the status of 'awaiting', all records that have been toggled to another status can be returned to this status by selecting this command button. Lines processed with a status of awaiting will return to lines available to load in a subsequent session.
Marks the document lines as ready for processing within a Review Session.
Use this button to mark status of Batch to all of the Requisition/Check Request line items that have been loaded to the review session. Records marked for Batch are then loaded into a Batch review session for processing. The Status field will change to reflect the new status.
Select during Requisition Review to fulfill the requisition line(s) from in-stock inventory. The release command button is only visible and available when interfaced with the WorkPlace Inventory Fulfillment module. When the 'Enable Item Transfer' System Setting is enabled and Items are selected for that have both a Site ID and Site ID To value selected, they will generate an Inventory Transfer transaction. If only the Side ID is selected, they will be adjusted as Inventory releases.
Use this button to cancel all Requisition/Check Request lines loaded into the review session. Cancelled lines are sent back to the document originator and will appear on their WorkPlace page in Open section. Dependent on WorkPlace configuration, the Requisition/Check Request originator may be notified by email and will be allowed to edit or delete the record or line item. The reviewer also has the option of adding a note to indicate why the request has been cancelled.
Places the document on hold; once the session has been processed the records will be loaded to the next new review session.
Certain transactions within WorkPlace contain header and/or footer sections that can be expanded or collapsed by clicking the associated chevron button. When a section is collapsed, summary information will be displayed in read only format based on the fields populated in that section of the transaction and more room is made available to view and enter lines for the transaction. Clicking anywhere on a collapsed summary band will expand the section to allow users to view and/or edit all of the available fields within that section.
Allows the user to define criteria for restricting the return of records for inclusion on non-financial lists.
Select in this box to remove items from the session, lines removed from an active session will be returned to pending status and can be loaded into the next session.
Select this button to return the default or clear out any entered parameters.
Select this button to populate the next available purchase order number on lines where the status has been set to order prior to processing the review session. This feature is typically used in an emergency situation when you will verbally give the Vendor the Purchase Order number to get them started and will print and send the physical PO later.
Once you have entered the criteria parameters, select the Search command button to launch the lookup for the desired record(s). Refer to Field Level Searches for more information on lookup windows and data searches.
Select the zoom or double-mouse click in the field adjacent to the zoom command button to view existing information; such as previously created Non-financial lists or User Defined Field Templates.
