Understanding the Payables WorkCenter and Dashboard
The Accounts Payable WorkCenter is a role-based central navigational component that is designed for users of the Payables application and related accounting functions. It offers power users a single place to perform a broad range of tasks without leaving the WorkCenter, such as daily vouchering functions, monthly activities, and reporting, resulting in improved efficiency, productivity, and effectiveness. The WorkCenter is configurable by organization and by function to support different requirements. The Accounts Payable WorkCenter is delivered with sample data and your system administrator can tailor, design, and create additional links for access to specific pages, pagelets, and commonly accessed internal or external sites.
For a general understanding of WorkCenters and how to configure them, see Understanding How to Set Up PeopleSoft Classic and Fluid WorkCenters As a System Administrator.
Click to watch a short video about the PeopleSoft Accounts Payable WorkCenter
When setting up and maintaining a WorkCenter, there are setup options that are defined at the system administrator level and personalization options that are defined at the user level. The system administrator must perform their setup options first, using the Enterprise Components, WorkCenter/Dashboards, Configure Pagelets component. The end user performs their personalization options after the administrator’s configuration, using the Personalize and Configure options in the WorkCenter.
The My Work section of the Main tab in the Accounts Payable WorkCenter includes links to pages that you would need to access on a daily basis. The My Work section can also include exceptions and alerts, where you would need to take some type of action.
Some links that are set up for the My Work pagelet can be subject to filter criteria that limit the amount of data that is available to a user.
If enabled by the system administrator, you can personalize your My Work section by clicking the Pagelet Settings icon.
The Links section of the Main tab in the Accounts Payable WorkCenter includes links to pages or other areas of interest to the user role. A system administrator maintains the list of links that are available to the users, as well as related security. You can then personalize the links that you want to access from your WorkCenter. Commonly-used external links can also be added to this section.
The Queries section of the Reports/Queries tab in the Accounts Payable WorkCenter includes links to Query Manager, public queries, private queries, and pivot grids. The system administrator can determine if an end user can add public or private queries, and you can personalize your queries accordingly. When a link is selected, the query or pivot grid results are displayed in the right pane of the WorkCenter or in a new window. Query results can be saved to Microsoft Excel.
The Reports and Processes section of the Reports/Queries tab in the Accounts Payable WorkCenter includes links to reports and processes. The links take you to the run control page for reports, processes, and the Reporting Console. The system administrator can enable users to configure this pagelet to their own specifications.
The Accounts Payable WorkCenter Dashboard is accessed from the Accounts Payable WorkCenter. As delivered, the Accounts Payable WorkCenter Dashboard includes the following pagelets: Liability Exposure by Supplier, Past Due Aging, Scheduled Due Aging, Top Suppliers, Discounts, Voucher Status, and Pay Cycle Summary Metric.
See Pay Cycle Summary Metric Page
For system-administrator setup for WorkCenters and Dashboards, see Enterprise Components documentation.
For information about setting up PeopleTools options for the WorkCenter, see PeopleTools: Global Technology and PeopleTools: Portal Technology.
This example illustrates the fields and controls on the Accounts Payable WorkCenter.
