Selecting the Allow checkbox gives the user full access to the following Requisition/Check Request options. If nothing is selected for the option, the user will not have access.
Selecting ALLOW gives the user the ability to select the "Auto" fulfillment option for a requisition line. WorkPlace will automatically determine the fulfillment type upon save of the Requisition. If the requisition line item is quantity tracked, Location is specified but Location To is not the line will be set to Release. If the requisition line item is quantity tracked and Location From and To are specified the line will be set to Transfer. If the requisition line item is not specified or is not quantity tracked then the line will be set to PO.
Selecting ALLOW gives the user the ability to select the "PO" fulfillment option for a requisition line. Select this option for users who will be permitted to request items to be purchased.
Selecting ALLOW gives the user the ability to select the "Auto" fulfillment option for a requisition line. Select this option for users who will be permitted to request Inventory items to be fulfilled from stock.
Selecting ALLOW gives the user the ability to select the "Auto" fulfillment option for a requisition line. Select this option for users who will be permitted to request Inventory items to be transferred from one location to another.
Selection ALLOW gives the user the ability to maintain Attachment Requirements.
Selecting ALLOW gives the user the ability to select and edit existing user level Shopping Lists.
Selecting ALLOW gives the user the ability to the Invoice Attachment Maintenance page for adding groups of attachments using drag and drop that can be used with the Select Invoices function in Check Request and Receive / Match Invoice entry when the Invoice Capture solution is not licensed.
Selecting ALLOW gives the user the ability to add/modify items from within Requisition Entry and also from Requisition/Check Request Maintenance.
Selecting ALLOW gives the user the ability to create and maintain Department level Shopping Lists.
Selecting ALLOW gives the user the ability to create and maintain system level shopping lists.
Selecting ALLOW gives the user the ability maintain priority codes.
Selecting ALLOW gives the user the ability access the Shopping List Import page to import, export and update shopping lists and using Excel.
Selecting ALLOW gives the user the ability access the Shopping Lists Update screen.
Selecting ALLOW gives the user the ability to view any Requisition or Check Request entered into the system.
Selecting ALLOW gives the user the ability to view any Requisition or Check Request entered into the system with the Users same home or additionally associated department(s) when selecting the FIND Requisition/Check Request Icon on the Dashboard.
Selecting ALLOW gives the current user the ability to view any Requisition or Check Request entered for Requesters where the current user is assigned as their Supervisor when selecting the FIND Requisition/Check Request Icon on the Dashboard.
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 the WorkPlace Encumbrance interface is licensed. When enabled the user will be able to view the Encumbrance Budgets from the Requisition/Check Request Details window.
This is available when the WorkPlace PO Commitment interface is licensed. When enabled the user will be able to view the PO Commitment Budgets from the Requisition/Check Request Details window.
This is available when WorkPlace Project is licensed and interfaced to WorkPlace Project. When enabled the user will be able to view the WorkPlace Project Budgets from the Requisition/Check Request Details window.
When enabled, the following information will be displayed on the Requisition Line Detail page (ONLY for lines that have been turned into Purchase Orders):
Vendor ID/Name
Line Amount Original (current amount on original PO line)
Line Amount Paid (current amount that has been paid against the PO line to the vendor)
Line Amount Not Matched
Line Amount Not Paid
Voucher Number (all vouchers applied against the PO line will be displayed)
Vendor Document Number
Voucher Date
Voucher Amount
Check#
Check Date
Check Amount
Displays related documents and attachments from within the Requisition/Check Request Attachments window.
Selecting ALLOW enables the view/print PO within the Requisition/Check Request details window from approval.
Selecting ALLOW enables the view/print PO within the Requisition/Check Request details window from entry.
Selecting ALLOW enables the view/print PO within the Requisition/Check Request details window from review.
Selecting ALLOW gives the user access to Approval.
This is available if Purchase Order is licensed. When checked the user will be able to select "Blanket PO" from the Requisition Type drop-down on Requisition Entry.
This is available if Check Request is licensed. When checked the user will be able to enter "Check Request" transactions within WorkPlace.
This is available if Invoice Matching is licensed. When checked the user will be able to delegate Requisitions & Check Requests to another WorkPlace user for approval.
Selecting ALLOW gives the user the "Drop Ship" option in the Requisition Type drop-down on Requisition Entry.
Selecting ALLOW gives the user the "Drop Ship w/Receipt" option in the Requisition Type drop-down on Requisition Entry.
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.
Selecting ALLOW gives the user the ability to edit lines that have been routed to them for review. If this option is not selected, lines routed will be read-only.
Selecting ALLOW makes the Purchase Order No. in Requisition Entry, Approval and Review modifiable and the user can select or enter a Purchase Order No. on the fly.
Allows the Requisitioner to Import Requisition/Check Request lines from a CSV text file. When enabled a button called Import will displayed at the top of the Requisition Entry page.
Selecting ALLOW gives the user the ability to the Mass Line Change window available on Requisition Entry to update various Requisition Line fields at the same time.
Selecting ALLOW will display the Questionnaire button within Requisition/Check Request Entry, Approval and Review for access to the Expense Type Questionnaire page. If this option is not set to allow, the user will not be permitted to enter, update or view Questionnaire details.
Selecting ALLOW gives the user the ability to recall a Requisition/Check Request line that has been submitted but not processed from review.
Selecting ALLOW makes the Remove check box visible for the user during approval sessions.
Selecting ALLOW makes the Remove check box visible for the user during review sessions.
Selecting ALLOW enables the reserve PO number on the Requisition screen.
Selecting ALLOW gives the user the ability to cancel Purchase Order items from the Requisition line once it has been processed into a Purchase Order. (This option is an extra add-on and is licensed separately.)
Selecting ALLOW gives the user access to Review.
Selecting ALLOW enables the fulfill button on the review screen. (This option is an extra add-on and is licensed separately.)
Selecting ALLOW enables the supply button on the review screen. (This option is an extra add-on and is licensed separately.)
Selecting ALLOW enables the batch option on the review load and review screen.
Selecting ALLOW enables the order button on the review screen.
Selecting ALLOW enables the Order All button at the session level of the review screen.
Selecting ALLOW enables the inventory release button on the review screen. (This option is an extra add-on and is licensed separately.)
Selecting ALLOW enables the reviewer to process Inventory Management a Release / Transfer request and Purchase Order for the same Requisition line. This feature works in conjunction with the 'Enable Backorder for Transfer/Release Request' System Setting. The 'backorder' quantity based on quantity available will be issued to the new Purchase Order line upon process.
Selecting ALLOW enables the reviewer to process Inventory Management Release and Transfer requests.
Selecting ALLOW enables the reserve PO number on the review screen.
Selecting ALLOW gives the user access to the Tax Detail to view and edit detailed tax amounts.
Selecting ALLOW gives the user the ability to enter transactions through the Requisition Entry page.
Selecting
ALLOW will display an extended
zoom 
on the Requisition/Check Request Entry form next to the Cost Category
field. This extended zoom will find all Cost Categories not assigned
to the selected Project. Upon save the Cost Category will be assigned
the Project. Also, if the user has this enabled they can also key
in the Cost Category as well.
Selecting
ALLOW will display an extended
zoom
on the Requisition/Check Request Entry form next to the Inventory Item
field. This extended zoom will display all Items not currently associated
with the Project Cost Category. Upon save the Item will be assigned the
Project Cost Category. Also, if the user has this enabled they can
also key in the Item as well.
Selecting ALLOW displays a password field that is setup in Project Series, this password is required if lines exceed the project budget setup within Project Series.
Selecting ALLOW allows the user to see the Project Series Budgets on the Requisition/Check Request Details page.