removeOnce Requisitions & Check Requests have been fully approved they can be loaded into a review session. The system automatically displays a count of Requisition/Check Requests pending review in the To Do section of the Dashboard. Open Review sessions are listed in the Outstanding Transactions section of the user's Dashboard. An Open Review Session is one which has previously been loaded, but not Processed. To begin a editing an Open Review Session, simply click on the line item for that session and it will be reloaded into the Review Session editing screen.
To work with approved Requisition/Check Requests, the Reviewer should click the Review Pending Requisitions/Check Requests option on the Dashboard and they will be directed to Load Options page.
The field descriptions are the same as those on the Requisition/Check Request Entry pages.
Requisitions/Check Requests can be ordered or placed on hold by three methods; all documents loaded to the Review session by selecting the desired status from the Document Toolbar, by Requisition/Check Request by selecting the desired status from the header command buttons, or by individual line item by selecting the desired status from the line command buttons.
Available when users have been provided access to the 'Mass Line Change' Security option.
Smart Order All
Clicking this marks all lines in the session that have inventory items to be fulfilled and all miscellaneous items to be ordered. (Sales Order Interface.)
Auto Select All
Clicking this marks all lines in the session are available for Supply Requisition and all miscellaneous items to be ordered. (Materials Management Interface.)
Smart Tag
Available when WorkPlace Inventory Management is licensed to automatically tag requisition lines based on the fulfillment type. For Requisition lines marked as "Defer", if the requisition line item is quantity tracked and Location is populated but Location To is not, the line will be tagged for Release. If the requisition line item is quantity tracked and both Location and Location To are populated, the line will be tagged for Transfer. If the requisition line item is not specified or is not quantity tracked then the line will be set to tagged for PO.
Fulfill All
Clicking this marks all lines in the session that have inventory items to be fulfilled. (Sales Order Interface)
Supply All
Clicking this marks all lines in the session that are available for Supply Requisition. (Materials Management Interface)
Available when WorkPlace Inventory Management is licensed to automatically tag requisition lines based on the fulfillment type. For Requisition lines marked as "Defer", if the requisition line item is quantity tracked and Location is populated but Location To is not, the line will be tagged for Release. If the requisition line item is quantity tracked and both Location and Location To are populated, the line will be tagged for Transfer.
Order All
When WorkPlace Inventory Management is licensed, requisition lines with a fulfillment type of "Defer" or "PO" will be tagged for Order.
When the status is set to ordered for the requisition, a PO number can be reserved by clicking this icon. The PO number will be entered on the general tab of the review session lines.
Resend Cxml
This feature is only visible and available when interfaced with the WorkPlace PunchOut module. Select this hyperlink following completion of order to electronically resend Purchase Order information to the vendor.
The system assigned Approval Session tracking number.
This field contains the resulting transaction number (i.e. PO, Inventory Release or Vendor Contract). If the line was to be a purchase order then this field contains the PO number; if it was to be released from inventory then this will be the inventory adjustment number; if the requisition was type vendor contract then this will be the generated vendor contract number. When a vendor contract is generated and the buyer has access to vendor contract maintenance then the displayed vendor contract will be a hyperlink in which the reviewer can click to open up vendor contract maintenance for the specified vendor contract.
The system assigned Requisition/Check Request tracking number.
Depending on what modules are licensed, the type of requisition will show here.
The name of the employee that owns the Requisition (User who created the requisition).
Name given to Requisition/Check Request at time of entry (Name of this field may vary based upon system setting).
Requisition date entered at time of requisition entry.
System date at time of Requisition/Check Request entry.
Displays the subtotal when the 'Enable Additional Subtotal Display' System Setting has been enabled. The subtotal is calculated as Quantity x Price for all lines excluding any additive tax amounts calculated for Check Requests.
The total Requisition/Check Request amount in functional currency.
This field will only be displayed for Requisition/Check Requests with multi-currency lines and will display the total by originating currency. Requisition/Check Requests with multiple currencies will display each currency total comma delimited with the associated currency symbol.
This field is updated when a command button is selected which changes the disposition of the line item Status.
This field contains the resulting transaction number (i.e. PO, Inventory Release or Vendor Contract). If the line was to be a purchase order then this field contains the PO number; if it was to be released from inventory then this will be the inventory adjustment number; if the requisition was type vendor contract then this will be the generated vendor contract number. When a vendor contract is generated and the buyer has access to vendor contract maintenance then the displayed vendor contract will be a hyperlink in which the reviewer can click to open up vendor contract maintenance for the specified vendor contract.
This field is updated when a command button is selected which changes the disposition of the line item Status.
remove
Expand
/ Collapse line details or 
Show
Line Details
The above options and display of the Review session lines will be based on the Sort By option selected on the Review Load options page.
Mass Update SelectThis selector will be displayed to users that have been provided access to the 'Mass Line Change' Security option to mark lines that will be updated when clicking 'Update Selected & Close' from the Mass Line Change page.
view attachments
note to Creator
Smart Tag
Available when WorkPlace Inventory Management is licensed to automatically tag requisition lines based on the fulfillment type. For Requisition lines marked as "Defer", if the requisition line item is quantity tracked and Location is populated but Location To is not, the line will be tagged for Release. If the requisition line item is quantity tracked and both Location and Location To are populated, the line will be tagged for Transfer. If the requisition line item is not specified or is not quantity tracked then the line will be set to tagged for PO.
Order
Batch
fulfill/supply
smart order/auto select
Transfer/release
Cancel
Awaiting
AttachmentsThe inline attachment viewer will be displayed on the right hand side of the page when enabled through System Settings. The Attachments pane will display header and line level files for the selected line. If multiple files are available to view, they can be selected using the drop down field which will display the description and file name for the attachment. Only supported file formats (i.e. PDF, BMP, GIF, EXIF, JPG, PNG and TIFF) are able to be displayed in the Attachments viewer.
Line Actions
release
Select this button to view and modify the tax details for the line when permissions have been assigned in Security
