Creating Payment Requests Using PeopleSoft Fluid User Interface

For a detailed section on Configuration Options and Requirements for Payment Request, see Understanding Additional Payment Processing Options — Payment Request

Page Name

Definition Name

Usage

Payment Request Center Tile

PR_REQUEST_FL

Click to access the Payment Request Center and view existing payment requests or create a new payment request.

Payment Request Center Page

PR_CTR_FL

View Payment Requests, filter Payment Requests by date and status or by alternative filters, create payment requests, and answer questions.

Filters Page

PR_CTR_FILTER_SCF

View the list of payment requests filtered either by a date range and status or by alternative filters.

Review Messages Page

PR_CONVER_SUMM_SCF

View a list of messages initiated by reviewers/approvers.

Payment Request Details Page

PR_CTR_DETAIL_FL

View the line details of a payment request.

Approval Flow Page

PR_APP_MONITOR_SCF

View the details of the approval history.

Summary Page

PR_SUMMARY_FL

Create a payment request by entering the summary information about the new request.

Attachments Page

PR_ATT_SCF

Include any attachments to the payment request.

Other Cost Page

PR_MISC_AMT_SCF

Enter miscellaneous costs to the payment request.

Supplier Page

PR_ VNDR_FL

Enter supplier details for the payment request.

New Supplier Request Page

PR_VNDR_ADD_SCF

Enter a new supplier with details of address, contact Information, and new supplier questions.

Invoice Details Page

PR_LINE_FL

Add invoice lines for the payment request.

Add a New Line Page

PR_LINE_FL

Include a new invoice line for the payment request.

Accounting Details Page

PR_CF_SCF

Enter accounting details to the accounting lines.

Review and Submit Page

PR_SUBMIT_FL

Review and submit the Payment Request for approval.

Use the Payment Request tile (PR_REQUEST_FL) to access the Payment Request Center and view existing payment requests or create a new payment request.

Image: Payment Request Center tile as displayed on a tablet

This example illustrates the Payment Request Center tile — Tablet.

Payment Request tile (Tablet)

Image: Payment Request Center tile as displayed on a smartphone

This example illustrates the Payment Request Center tile — Smartphone.

Payment Request tile (Smartphone)

Click the Payment Request Center tile to access the Payment Request Center.

Use the Payment Request Center page (PR_CTR_FL) to view Payment Requests, filter Payment Requests by date and status or by alternative filters, to create payment requests, and to answer questions.

Image: Payment Request Center page as displayed on a tablet

This example illustrates the fields and controls on the Payment Request Center page. You can find definitions for the fields and controls later on this page.

Payment Request Center - Tablet

Image: Payment Request Center page as displayed on a smartphone

This example illustrates the fields and controls on the Payment Request Center page. You can find definitions for the fields and controls later on this page.

Payment Request Center - Smartphone

Field or Control

Definition

Create a new Payment Request

Click to open the Summary page and enter summary information about the new payment request. Summary page is the first among the activity guide pages while creating a payment request.

Refine Filters

Click to open the Filters page and enter filter values to display the payment requests by date and by additional filters.

Recent Messages

Click to open the Review Messages page and view a list of messages initiated by reviewers/approvers.

Use the Filters page (PR_CTR_FILTER_SCF) to list the payment requests filtered either by a date range and status or by alternative filters.

Image: Filters page as displayed on a tablet

This example illustrates the fields and controls on the Filters page. You can find definitions for the fields and controls later on this page.

Filters page - Tablet

Image: Filters page as displayed on a smartphone

This example illustrates the fields and controls on the Filters page. You can find definitions for the fields and controls later on this page.

Filters page - Smartphone

Field or Control

Definition

Filters

Click to open the Filters page and enter filter values to display the payment requests:

  • By Date and Status: Enter the date range for which payments requests exist. By default, it is 90 days from today.

  • By Alternative Filters: Enter values for the alternative filters:

    1. Invoice Number

    2. Request ID

    3. Supplier Name

Note: The Filters page constitutes a mutually exclusive set of search criteria. In other words, the system allows search only based on the filter you select.

Use the Review Messages page (PR_CONVER_SUMM_SCF) to view a list of messages initiated by reviewers/approvers.

Image: Review Messages page as displayed on a tablet

This example illustrates the fields and controls on the Review Messages page. You can find definitions for the fields and controls later on this page.

Review Messages page - Tablet

Image: Review Messages page as displayed on a smartphone

This example illustrates the fields and controls on the Review Messages page. You can find definitions for the fields and controls later on this page.

Review Messages page - Smartphone

Field or Control

Definition

Message List

Click a message row to review the message. You can enter text in the Your Response field and click Post to post your response.

Use the Payment Request Details page (PR_CTR_DETAIL_FL) to view the line details of a particular payment request.

Image: Payment Request Details page as displayed on a tablet

This example illustrates the fields and controls on the Payment Request Details page. You can find definitions for the fields and controls later on this page.

Payment Request Details page - Tablet

Image: Payment Request Details page as displayed on a smartphone

This example illustrates the fields and controls on the Payment Request Details page. You can find definitions for the fields and controls later on this page.

Payment Request Details page - Smartphone

The options on the Payment Request Details page depend on the status of the payment request — New, Pending, Approved, Denied, and Cancelled.

Field or Control

Definition

Update

Click to open the Summary page of the payment request and update the values. The Summary page is the first page in the activity guide. This button appears if the status is New or Denied.

Message

Click to open the Review Messages page and view any messages from an approver. This button appears only if there is a message for this Payment Request.

Approval History

Click to open the Approval Flow Page and view the details of approval history. This button appears if the status is Pending, Approved, or Denied.

Cancel

Click to cancel the payment request. The payment request status changes to Cancelled. This button appears if the payment request status is New or Denied.

More

Click to view the remaining option, Approval History and Cancel.

Use the Approval Flow page (PR_APP_MONITOR_SCF) to view the details of the approval history if the payment request status is Pending, Approved, or Denied.

Image: Approval Flow page as displayed on a tablet

This example illustrates the fields and controls on the Approval Flow page.

Approval Flow page - Tablet

Image: Approval Flow page as displayed on a smartphone

This example illustrates the fields and controls on the Approval Flow page.

Approval Flow page - Smartphone

Use the Summary page (PR_SUMMARY_FL) to enter the summary details and to include any attachments for the payment request you wish to create.

Image: Summary page as displayed on a tablet

This example illustrates the fields and controls on the Summary page. You can find definitions for the fields and controls later on this page.

Summary page - Tablet

Image: Summary page as displayed on a smartphone

This example illustrates the fields and controls on the Summary page. You can find definitions for the fields and controls later on this page.

Summary page - Smartphone

Field or Control

Definition

Instructions

Click to open the Instructions page and view any instructions about entering summary details, which were set up on the Payment Request Template page. This icon appears only if there are instructions entered in the Instructions section on the Payment Request Template page.

Attachments

Click the button to open the Attachments Page and include any attachments to the payment request.

Use the Attachments page (PR_ATT_SCF) to include any attachments to the payment request.

Image: Attachments page as displayed on a tablet

This example illustrates the fields and controls on the Attachments page. You can find definitions for the fields and controls later on this page.

Attachments page - Tablet

Image: Attachments page as displayed on a smartphone

This example illustrates the fields and controls on the Attachments page. You can find definitions for the fields and controls later on this page.

Attachments page - Smartphone

Field or Control

Definition

Add Attachment

Click to open the File Attachment page. Click the My Device button to choose a file source, select the file and click Upload. Click Done to return to the Attachments page.

Note: This button appears only when there are no attachments (0) included earlier.

Add

Click to include additional an attachment. This button appears only if there are existing attachments included earlier in the payment request.

Edit

Click to open the Attachment Details page, select the attachment row and click Delete button to delete the attachment.

Use the Other Cost page (PR_MISC_AMT_SCF) to enter miscellaneous costs to the payment request. Miscellaneous costs include Miscellaneous Charge Amount, Freight Amount, and Tax amount.

Image: Other Cost page as displayed on a tablet

This example illustrates the fields and controls on the Other Cost page.

Other Cost Page - Tablet

Image: Other Cost page as displayed on a smartphone

This example illustrates the fields and controls on the Other Cost page.

Other Cost Page - Smartphone

Use the Supplier page (PR_ VNDR_FL) to enter supplier details for the payment request.

Image: Supplier page as displayed on a tablet

This example illustrates the fields and controls on the Supplier page. You can find definitions for the fields and controls later on this page.

Supplier page - Tablet

Image: Supplier page as displayed on a smartphone

This example illustrates the fields and controls on the Supplier page. You can find definitions for the fields and controls later on this page.

Supplier page - Smartphone

Field or Control

Definition

Instructions

Click to open the Instructions page and view any instructions about entering supplier details, which were set up on the Payment Request Template page. This icon appears only if there are instructions entered in the Instructions section on the Payment Request Template Page.

Address

If a supplier is present in multiple locations, the Address field shows as “Multiple Locations”. Click the address link to open the Select Supplier Location page and select the desired location from the list. On a smartphone, you can click the ‘>’ button to open the Select Supplier Location page.

Enter New Supplier

Click to open the New Supplier Request page and enter the details of a new supplier. This button appears only after you select the Search button.

Use the New Supplier Request page (PR_VNDR_ADD_SCF) to enter a new supplier with details of address, contact Information, and new supplier questions. The Request New Supplier button appears only after you click the Search button. A new supplier can be requested only if existing suppliers are not preferred.

Image: New Supplier Request page as displayed on a tablet

This example illustrates the fields and controls on the New Supplier Request page.

New Supplier Request page Tablet

Image: New Supplier Request page as displayed on a smartphone

This example illustrates the fields and controls on the New Supplier Request page.

New Supplier Request page Smartphone

Use the Invoice Details page (PR_LINE_FL) to add invoice lines.

Image: Invoice Details page as displayed on a tablet

This example illustrates the fields and controls on the Invoice Details page. You can find definitions for the fields and controls later on this page.

Invoice Details page - Tablet

Image: Invoice Details page as displayed on a smartphone

This example illustrates the fields and controls on the Invoice Details page. You can find definitions for the fields and controls later on this page.

Invoice Details page - Smartphone

Field or Control

Definition

Add Lines

Click to open the Add a New Line Pageand enter details of the invoice line. This button appears only for including the first invoice line. Use the Add Lines (+) button for including subsequent lines.

Add

Click to insert an additional line and enter the details.

Edit

Click the button and select invoice lines to delete. Click Delete.

Accounting Tag

Select the desired accounting tag from the Accounting Tag - Accounting Tag List Page.

See Selecting Accounting Tags in PeopleSoft Fluid User Interface

Accounting Details

Click the button to open the Accounting Details Page and enter the desired accounting details to the accounting lines.

Use the Add a New Line page (PR_LINE_FL) to include a new invoice line for the payment request.

Image: Add a New Line page as displayed on a tablet

This example illustrates the fields and controls on the Add a New Line page.

Add a New Line page - Tablet

Image: Add a New Line page as displayed on a smartphone

This example illustrates the fields and controls on the Add a New Line page.

Add a New Line page - Smartphone

Note: The Add a New Line page is applicable for Fluid interface only.

Use the Accounting Details page (PR_CF_SCF) to enter accounting details to the accounting lines.

Image: Accounting Details page as displayed on a tablet

This example illustrates the fields and controls on the Accounting Details page.

Accounting Details page - Tablet

Image: Accounting Details page as displayed on a smartphone

This example illustrates the fields and controls on the Accounting Details page.

Accounting Details page - Smartphone

Use the Review and Submit page (PR_SUBMIT_FL) to review and submit the Payment Request for approval.

Image: Review and Submit page as displayed on a tablet

This example illustrates the fields and controls on the Review and Submit page.

Review and Submit page - Tablet

Image: Review and Submit page as displayed on a smartphone

This example illustrates the fields and controls on the Review and Submit page.

Review and Submit page - Smartphone