This section describes the fields and actions on Actions tab of the Users workspace.
Permitted Job/Cost Actions island
Field | Description |
Job Budgets
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Copy to come.
- Change
- Submit
- Approve
- Reopen
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Draft Invoices
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Copy to come.
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Jobs
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Copy to come.
- Change Job Number
- Submit
- Approve
- Reopen
- Convert Job to Order
- Transfer to Quote
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Job Quotes
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Copy to come.
- Change
- Submit
- Approve
- Reopen
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Planning
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Copy to come.
- See All Employee Plans
- Plan All Jobs
- See All Absences
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Time Cost
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Copy to come.
- See Time Cost
- Change Costs for Time
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Time Sheets
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Copy to come.
- See All
- Change
- Transfer
- Reopen
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Tasks
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Copy to come.
- Change Amount Activity Tasks
- Change Time Activity Tasks
- Can Approve Tasks
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Absence
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Copy to come.
- Submit All
- Approve and Reject All
- Reopen
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Expense Sheets
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Copy to come.
- See All
- Change
- Transfer
- Reopen
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Miscellaneous
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Copy to come.
- Print Invoices/Credit Memos
- Approve Job Invoice Allocations
- Approve Employee Revenue Distributions
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Permitted Finance Actions island
Field | Description |
Customers
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Copy to come.
- Release Payments
- Submit
- Approve
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Vendors
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Copy to come.
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Purchase Orders
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Copy to come.
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Quotes
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Copy to come.
- Reopen Request
- Approve Request
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Vendor Invoices
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Copy to come.
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Requisitions
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Copy to come.
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Journals
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Copy to come.
- Use Post-Entry Periods
- Post
- Submit Journals
- Submit General Journals
- Post Own Journals
- Approve General Journals
- Approve
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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
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Human Resources
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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
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Misc.
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Copy to come.
- Submit Users
- Approve Users
- Delete Closed Document Revisions
- Unconditionally Unlock Documents
- Change Shared Selection Criterion Specifications
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Integration
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Copy to come.
- Synchronize Talent-Management Users with Employees
- Export Employees to TrafficLIVE
- Export Customers to TrafficLIVE
- Export Jobs to TrafficLIVE
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Data Import Package
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Copy to come.
- Import Packages
- Make Package Deletable
- Change Import Users
- Change Responsible Users
- View Sensitive Attachments
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Tab Fields
Field | Description |
Company No.
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Copy to come.
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User Action Group
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Copy to come.
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Use Post-Entry Periods
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Copy to come.
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Submit Journals
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Copy to come.
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Post Own Journals
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Copy to come.
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Post
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Copy to come.
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Release Customer Payments
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Copy to come.
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Submit Customers
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Copy to come.
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Approve Customers
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Copy to come.
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Submit Purchase Orders
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Copy to come.
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Approve Purchase Order
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Copy to come.
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Reopen Purchase Order
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Copy to come.
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Approve Request for Quote
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Copy to come.
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Reopen Request for Quote
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Copy to come.
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Approve Requisition
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Copy to come.
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Reopen Requisition
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Copy to come.
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Submit Vendor Invoices
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Copy to come.
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Approve Vendor Invoices
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Copy to come.
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Pre Post Vendor Invoices
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Copy to come.
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Submit Vendors
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Copy to come.
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Approve Vendors
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Copy to come.
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Submit Employees
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Copy to come.
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Approve Employees
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Copy to come.
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Submit Users
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Copy to come.
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Approve Users
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Copy to come.
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Submit Jobs
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Copy to come.
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Approve Jobs
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Copy to come.
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Submit Draft Invoice
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Copy to come.
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Approve Draft Invoice
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Copy to come.
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Submit Job Budgets
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Copy to come.
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Approve Job Budgets
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Copy to come.
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Submit Job Quotes
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Copy to come.
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Approve Job Quotes
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Copy to come.
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Submit General Journals
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Copy to come.
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Approve General Journals
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Copy to come.
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