Setting Up the PeopleSoft Fluid Receivables WorkCenter
This topic discusses setup for the PeopleSoft Fluid Receivables WorkCenter.
PeopleTools 8.55 is required for the PeopleSoft Fluid WorkCenters.
To personalize the PeopleSoft Fluid Receivables WorkCenter, see Setting Up and Personalizing PeopleSoft Fluid WorkCenters
The PeopleSoft Fluid Receivables WorkCenter delivers functionality to display individual ChartFields using the ChartField Display Template for fluid pages in the small form factor (SFF). This functionality is available in SFF only. Users can define their own template to show desired ChartFields, such as Account, Alternate Account, Operating Unit, Fund Code, Department, and Program Code.
For information about modifying the ChartField display, see Setting Up ChartField Display Templates.
You must enable users to run one of the system-defined process groups on the Define User Preferences - Process Group page (OPR_DEF_TBL_RTM) (). This enables users to select an action on the transaction page. You specify from which group action page the user has access to these options.