Actions Tab

This section describes the fields and actions on Actions tab of the Users workspace.

Permitted Job/Cost Actions island

Field	Description
Job Budgets	Copy to come. Change Submit Approve Reopen
Draft Invoices	Copy to come. Submit Approve Reopen
Jobs	Copy to come. Change Job Number Submit Approve Reopen Convert Job to Order Transfer to Quote
Job Quotes	Copy to come. Change Submit Approve Reopen
Planning	Copy to come. See All Employee Plans Plan All Jobs See All Absences
Time Cost	Copy to come. See Time Cost Change Costs for Time
Time Sheets	Copy to come. See All Change Transfer Reopen
Tasks	Copy to come. Change Amount Activity Tasks Change Time Activity Tasks Can Approve Tasks
Absence	Copy to come. Submit All Approve and Reject All Reopen
Expense Sheets	Copy to come. See All Change Transfer Reopen
Miscellaneous	Copy to come. Print Invoices/Credit Memos Approve Job Invoice Allocations Approve Employee Revenue Distributions

Permitted Finance Actions island

Field	Description
Customers	Copy to come. Release Payments Submit Approve
Vendors	Copy to come. Submit Approve
Purchase Orders	Copy to come. Submit Approve Reopen
Quotes	Copy to come. Reopen Request Approve Request
Vendor Invoices	Copy to come. Submit Approve Pre Post
Requisitions	Copy to come. Approve Reopen
Journals	Copy to come. Use Post-Entry Periods Post Submit Journals Submit General Journals Post Own Journals Approve General Journals Approve

Permitted Misc. Actions island

Field	Description
Trade	Copy to come. Change Prices Print Picking and Packing Lists Approve Item Purchase Orders Approve Sales Orders Print Packing Slips Print Item Purchase Orders Print Order Confirmations Change Orders being picked and packed Close Item Purchase Orders
Human Resources	Copy to come. Create Employees from Contact Persons Submit Employees Approve Employees See HR Information for Subordinates See HR Information for Mentees See HR Information as Secretary See HR Information for all Employees
Misc.	Copy to come. Submit Users Approve Users Delete Closed Document Revisions Unconditionally Unlock Documents Change Shared Selection Criterion Specifications
Integration	Copy to come. Synchronize Talent-Management Users with Employees Export Employees to TrafficLIVE Export Customers to TrafficLIVE Export Jobs to TrafficLIVE
Data Import Package	Copy to come. Import Packages Make Package Deletable Change Import Users Change Responsible Users View Sensitive Attachments - The concept of sensitive attachments supports multiple people working on the same data import package but who are not allowed to see each other's documents. If the "responsible" user is assigned to a line marked as "sensitive", then the only ones who can view the import file attached to the line are that user and all other users who have the global right to view sensitive attachments.

Tab Fields

Field	Description
Company No.	Copy to come.
User Action Group	Copy to come.
Use Post-Entry Periods	Copy to come.
Submit Journals	Copy to come.
Post Own Journals	Copy to come.
Post	Copy to come.
Release Customer Payments	Copy to come.
Submit Customers	Copy to come.
Approve Customers	Copy to come.
Submit Purchase Orders	Copy to come.
Approve Purchase Order	Copy to come.
Reopen Purchase Order	Copy to come.
Approve Request for Quote	Copy to come.
Reopen Request for Quote	Copy to come.
Approve Requisition	Copy to come.
Reopen Requisition	Copy to come.
Submit Vendor Invoices	Copy to come.
Approve Vendor Invoices	Copy to come.
Pre Post Vendor Invoices	Copy to come.
Submit Vendors	Copy to come.
Approve Vendors	Copy to come.
Submit Employees	Copy to come.
Approve Employees	Copy to come.
Submit Users	Copy to come.
Approve Users	Copy to come.
Submit Jobs	Copy to come.
Approve Jobs	Copy to come.
Submit Draft Invoice	Copy to come.
Approve Draft Invoice	Copy to come.
Submit Job Budgets	Copy to come.
Approve Job Budgets	Copy to come.
Submit Job Quotes	Copy to come.
Approve Job Quotes	Copy to come.
Submit General Journals	Copy to come.
Approve General Journals	Copy to come.