Using the PeopleSoft Fluid User Interface to Navigate My Receivables

This topic discusses how you can use the PeopleSoft Fluid User Interface to navigate to frequently used components in Receivables. You can perform receivables-related transactions through the fluid Receivables page.

Page Name	Definition Name	Usage
Receivables Tile	EP_AR_RECEIVABLESNC__FL_GBL	Access a collection of Receivables components.
My Receivables Design
Receivables Business Unit Receivables Definition - Business Unit Definition Page	BUS_UNIT_TBL_AR1	Associate a PeopleSoft Receivables business unit with a PeopleSoft General Ledger business unit and assign a location code to the unit.
Bank Accounts External Accounts Page	BANK_PNL2	Set up external accounts.
View AR Open Periods Open Period Display Page	OPEN_PERIOD_SINGLE	View existing open periods and adjustment periods for a business unit and ledger group.
Payment Predictor Rules Predictor Method Page	PP_METHODS_TABLE	Define a Payment Predictor method.
My Customers & Contacts
Maintain Customer Information Customer Information - General Info Page	CUST_GENERAL1	Add or review customers’ names and level information and assign associated roles.
Quick Add/View Customers Customer Search Page	QUICK_CUST_SRCH	Search for customers or enter new customers.
Add/View Contacts Contact Information - Maintain Contacts Page	CONTACT	Create and maintain information about each contact.
Customer Contracts My Contracts Page	CA_MYCONTRACTS	View a list of contracts that you are actively tracking or managing.
Customer Hierarchy Viewing Information on the Customer Hierarchy Chart	AR_CUST_VISUALIZE	View and navigate customer details and hierarchical relationships as well as access transactional pages to take action.
My Receivables Items
Create Receivables Items Online Pending - Group Control Page	GROUP_ENTRY1	Enter or update control information.
Review Pending Items Understanding Posting Result Inquiry Pages	GROUP_ENTRY1_DSP	Review the posting results for groups.
Customer Item List Item List Page	ITEM_LIST	View a list of items for a customer that matches your search criteria.
Maintenance Worksheet Maintenance Worksheet - Worksheet Selection Page	WS_IDENTIFY_IC	Create a new worksheet, or add and change items on an existing maintenance worksheet
Receivables Update Receivable Update Request Page	POSTING_REQUEST	Enter run parameters for the Receivables Update process for specified business units and run the process
My Payment Processing
Express Payment Express Deposit - Totals Page	PYMNT_EXPRESS1	Enter information and control totals for a new deposit.
Regular Deposit Regular Deposit - Totals Page	PAYMENT_DATA1	Enter regular deposit totals, including information and control totals for a new deposit. You can also delete a deposit. The Totals page is unavailable if the deposit has been reconciled with a bank statement.
Payment Application Payment Worksheet Selection Page	PAYMENT_IDENT_IC	Create a new worksheet, modify an existing one, and select items to include in the worksheet.
Create Direct Journal Entry Direct Journal Payments - Accounting Entries Page	PAYMENT_MISC_DST	Create or change accounting entries for payments that are to be journaled directly.
Lockbox Processing Lockbox Page	LOCKBOX_REQUEST	Run the Lockbox SQR process that imports lockbox files to the staging tables.
Receivables Update Receivable Update Request Page	POSTING_REQUEST	Enter run parameters for the Receivables Update process for specified business units and run the process
My Accounting
Journal Generator Generate Journals Request Page	JRNL_GEN_REQUEST	Initiate Journal Generator processing.
My Collections
Collections Workbench Collections Workbench Page	COLLECTION_WRKBNCH	Track and manage customer data and collections, as well as contracts.
Owner Action List Owner Action List Page	OWNER_ACTION	Review a list of open actions that are assigned to a specific owner.
Review Statements Review Statements Page	CUSTOMER_STMTS	Review all statements for a customer. View the total amount of the statement and the customer's current balance. View the statement type. Also, view the balance forward amount for balance forward statements.
Review Overdue Charges Review Overdue Charges Page	CUSTOMER_OC_CHGS	View summary and detail information for all overdue charge invoices.
My Reporting & Analysis
Journal Inquiry Journal Inquiry Page	INQ_JRNL_CRITERIA	Review summary and detail journal information for a specific business unit, ledger, and period.
Receivables Aging Unit Aging Page	BUS_UNIT_AGING	View aging summary information at the business unit level.
Reporting Console See the product documentation for PeopleTools: Process Scheduler.	PT_CONSOLE	Provides a single interface for a user to manage and schedule reports. From the Reporting Console users can run a report, schedule a report, and organize reports.
Receivables WorkCenter
Understanding the PeopleSoft Fluid Receivables WorkCenter	AR_WORKCENTER_FL	Manage Receivables activities in one location.

Use the Receivables tile to access a collection of Receivables components.

Navigation:

The Receivables tile is delivered as part of the Employee Self Service home page, but the location can change if administrators change the delivered home pages.

Click the Receivables tile to access the Receivables navigation collection.

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

My Receivables Design
My Customers & Contacts
My Receivables Items
My Payment Processing
My Accounting
My Collections
My Reporting & Analysis

You can also access the Receivables WorkCenter from the left panel.

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

Using the PeopleSoft Fluid User Interface to Navigate My Receivables

Pages Used to Navigate My Receivables in the PeopleSoft Fluid User Interface

Receivables Tile