Selecting the Allow checkbox gives the user full access to features related to Automatic Receiving, Manual Receiving or Invoice Match sessions based on the solutions licensed within the WorkPlace environment. If nothing is selected for an option, the user will not have access.
Users will only have access to view or edit open Receive/Match Invoice Sessions created for Departments that they have access to based on their Security. These would include those created with the same Department as their 'Default Department' set in Security and those selected on the Department.
Users will only have access to the Receiving Sessions they created. Note: Receivers would have Allow checked for this Security option and Receiving Approvers would have Allow unchecked.
This option is available when the WorkPlace G/L Budget module is licensed to allow users to view G/L Budget Information.
This is available when WorkPlace Project Accounting is installed. When enabled the user will be able to view the WorkPlace Project Budgets from the Receive/Match Invoice Details window.
With DocInsite licensed the related attachments and documents will be available within the associated Attachments window on the Receiving pages.
Selecting ALLOW gives the user the ability to edit lines that have been routed to them for approval. If this option is not selected, lines routed will be read-only in approval sessions - they will only be allowed to approve or disapprove and process the approval session.
Allows the user to edit the unit price of the item.
Available when the Inventory Management Handheld Interface has been licensed for users with Handheld module access. Selecting ALLOW gives a user the ability to enter "Receive PO" sessions from handheld devises.
Selecting ALLOW gives the user the ability to select the Receipt/Match Invoice Transaction Type: "Invoice" which allows the user to Match to previously received items.
Allows the user to see the My Receipt/Match Invoice session on their Dashboard. If a user is associated with an Approval List they must have this box checked in order to have access to the approval forms. In addition to having this checked the user MUST also have either the "Receive/Match Invoice" or "Match Invoice" checked as well or the user will not be able to access the Receipt/Match Invoice session to approve/edit.
Selecting ALLOW gives the user the ability to recall a Receipt/Match No. that has been submitted.
Selecting ALLOW gives the user the ability to select Receive Transaction Type: which allows the user to Receive against a Purchase Order.
Selecting ALLOW gives the user the ability to select the Receipt/Match Invoice Transaction Type: "ReceiptShipment/Invoice" which allows the user to Receive and Match at the same time.
Allows the user to manually add lines to an Invoice transaction that are not associated to a Purchase Order.
Selecting ALLOW gives the user the ability to cancel Purchase Order items within a Receiving Wizard session by entering a Quantity Cancelled value. (This option is an extra add-on and is licensed separately.)
Enables user to Approve Receiving sessions.
Selecting ALLOW gives the selected user the ability to create a Receiving Wizard session.
Selecting ALLOW gives the user the ability to return a Match Invoice that has been submitted.
Selecting ALLOW gives the user the ability to return a Receipt that has been submitted.
Selecting ALLOW gives the user the ability to return a Receipt/Match Invoice that has been submitted.
Selecting ALLOW gives the user the ability to view and edit Tax Detail for each line.
Allows the user access to the Mass Line Change form on the Receiving Wizard.
Only allows user to view G/L Distributions as read-only from within the Auto-Receive Wizard Session.