DetailsAllows you to view specific information relating to the transaction line such as; approval or review status, notes to the document originator and any changes that have been made to transaction lines, if the 'Enable Field Changes to Log' System Setting has been activated to update the log.
This command copies the selected line. All of the information will be copied to a new line, the copied line can be modified, as needed.
G/L Budget is available when the WorkPlace G/L Budget module is licensed and the user has access to "View G/L Budgets" within Security. Clicking the button will display budget information for the selected transaction line including Budget(s), G/L Account(s), Period, Pre-Encumbered, Encumbered, Actual, Total, Budgeted and Remaining amounts.
Allows you to view the amounts track against transactions entered against the Budget period for WorkPlace Budget, Projects, Phases and Activities.
Click on any active date field to bring up the calendar tool for date selection.
Use this button to proceed to the next step in the setup of the current item.
Erases the transaction line selected or record currently open; the system will confirm your action before allowing you to delete. The erase an entry select the Delete Checkbox and press the save button.
Setup items, such as; Security, Departments, Routing Rules, etc. cannot be deleted once transactions have been processed in WorkPlace.
By selecting this icon or double-mouse clicking in the adjacent field opens the search window containing valid input for the selected field.
Use the Inventory Info button to view detailed information regarding sites and availability of the selected inventory item for a requisition line. This command button is only available with the Workplace Inventory Fulfillment interface.
Loads record(s) into the current session. If no restriction options have been selected, then all available records for the user will be loaded into the session.
Select this option to remove a line from the session. The record(s) selected for removal will be placed back into the pending/available queue and will load to the next new session once the SAVE or PROCESS command button has been selected.
This feature is only visible and available when interfaced with the WorkPlace PunchOut module. Select this hyperlink following completion of order in Review sessions or Purchase Order Entry to electronically re-send Purchase Order information to the vendor.
This is usually available on a popup window and when selected will save the record and close the window.
