Load options are available for the initial load of Requisition/Check Request Review and RFQ Sessions for items pending or available. When an Open Session is resumed, the Load Options page is bypassed and any additional items which may be pending or available at that time will not be loaded into that Session.
Load options automatically appear on the initial load of items pending review or available for request for quote. These options give the user the ability to restrict, based on selected criteria, which records will be loaded into a new session. If no restriction parameters are input all records available for the user will be loaded into the session.
Load
Allows the user to enter or select from the zoom based on a specific Requisition/Check Request number to load into the current session.
Allows the user to enter or select from the zoom based on a requester whose Requisition/Check Request line items will be loaded into the current session.
Allows the user to enter or select from the zoom based on a specific priority code to load into the current session.
Allows the user to enter or select from the zoom based on a specific or range of departments to load into the current session.
Allows the user to enter or select from the zoom based on a specific or range of locations to load into the current session.
Allows the user to enter or select from the zoom based on a specific or range of items to load into the current session.
Allows the user to enter or select from the zoom based on a specific or range of vendors to load into the current session.
Allows the user to enter or select from the zoom based on a specific or range of ship to codes load into the current session.
Allows the user to enter or select from the zoom based on a specific or range of general ledger account numbers to load into the current session.
Allows the user to select a Buyer that is setup in Dynamics GP. If an Item Buyer is selected before loading the Review Session only Items that have the Buyer ID assigned to them as the Default Buyer ID on the Dynamics GP Item Resource Planning Maintenance window (Cards -> Inventory -> Item Resource Planning) will be loaded into the Review Session. Items that do not have that specified Default Buyer ID, no Default Buyer ID assigned or is a Miscellaneous/Non-Inventory Item will not be loaded into the Review Session.
Specify the Expense Type of the requisition lines to load.
Specify the type of requisition to load.
By default the number of rows to load will be 999999, this number can be modified by entering the desired maximum number of Requisition/Check Request lines to load into the review session into this field.
Select an option from the sort by drop down for the sort order desired for the review session. The default selection will be "Requisition/Check Request" which will load items for review grouped by each Requisition or Check Request transaction with the ability to expand each header section to view the associated lines. Selecting an alternative sort option (i.e. Requester, Department, Item or Vendor), will load and display all lines into a review session sorted based on the selection without the transaction level grouping. When any sort option is selected other than Requisition/Check Request, the Requisition or Check Request number and Sort By fields will display at the line level and a line details section (which can be expanded or collapsed) will be available at the bottom of the page to display the extended information for the selected line.
By default this load option is selected, keep this option to load lines normally for review to process to purchase order or release lines from inventory.
Select this type to load lines marked for Batch processing during a previous review session to load the lines for final processing.
Select this type to load lines for processing to RFQ.
Allows the user to enter or select from the zoom based on a specific WorkPlace Project Activity.
Allows the user to enter or select from the zoom based on a specific Dynamics GP Cost Category to load into the current session.
Allows the user to enter or select from the zoom based on a specific WorkPlace Project Phase.
Allows the user to enter or select from the zoom based on a specific Project to load into the current session.