Navigating in PeopleSoft Payables

PeopleSoft Payables provides custom navigation center pages that contain groupings of folders that support a specific business process, task, or user role.

Note: In addition to the PeopleSoft Payables custom navigation center pages, PeopleSoft provides menu navigation and standard navigation pages.

This table lists the Custom Navigation Center pages that are used to navigate in PeopleSoft Payables.

Page Name

Navigation

Usage

Accounts Payable Center

Accounts Payable > Accounts Payable Center

Access the Accounts Payable Center.

Vouchers

Click the Vouchers link on the Accounts Payable Center page.

Add, maintain, and approve vouchers.

Review

Click the Review link on the Accounts Payable Center page.

Run inquiries on suppliers, vouchers, payments, integrations, and metrics.

1099

Click the 1099 link on the Accounts Payable Center page.

Configure, maintain, review, post and report on 1099 withholding.

Suppliers

Click the Suppliers link on the Accounts Payable Center page.

Add, maintain, and approve suppliers.

Reports

Click the Reports link on the Accounts Payable Center page.

Run reports on suppliers, vouchers, payments, reconciliation.

Global Withholding

Click the Global Withholding link on the Accounts Payable Center page.

Configure, maintain, review, post and report on global withholding.

Payments

Click the Payments link on the Accounts Payable Center page.

Create and manage the pay cycle.

Definitions

Click the Definitions link on the Accounts Payable Center page.

Define and maintain data and options for the PeopleSoft Payables system.

Batch Processes

Click the Batch Processes link on the Accounts Payable Center page.

Process vouchers, payments, accounting entries, clearing, and revaluation.

Archiving

Click the Archiving link on the Accounts Payable Center page.

Archive payment, voucher, and supplier information.

Control Groups

Click the Control Groups link on the Accounts Payable Center page.

Add, review, and maintain control groups.

Related Pages

Click the Related Pages link on the Accounts Payable Center page.

Access pages in General Ledger, Purchasing, Treasury, and eSettlements.

Viewing the Navigation Collection Using the PeopleSoft Fluid User Interface

This section discusses how to use the PeopleSoft Fluid User Interface to view Payables Navigation Collection.

For general information about fluid pages see Understanding PeopleSoft Fluid User Interface

Use the Accounts Payable tile (EP_AP_PAYABLESNC_FL_GBL) to access a collection of frequently used setup and Payables-related components.

Navigation:

You can include the delivered tile as part of the homepage or any suitable location.

This example illustrates the Accounts Payable tile.

Accounts Payable tile

Use the Payables page to view and access frequently used setup and Payables-related components.

Navigation:

Click the Accounts Payable tile to access the Payables navigation collection.

This example illustrates the fields and controls on the Payables (Navigation Collection) page

Payables page

This navigation collection allows users to access frequently used Payables components from one location. The left panel of this page lists the components collected under seven categories:

  • My Payables Design

  • Payables Options

  • My Suppliers

  • My Vouchers

  • My Payments

  • My Reporting & Analysis

  • Accounts Payable WorkCenter

The right panel displays the component selected in the left panel.

Administrators can edit these categories by navigating to the Structure and Content page.

Navigation:

PeopleTools > Portal > Structure and Content > Portal Objects > Navigation Collections > Payables