Using the PeopleSoft Fluid General Ledger WorkCenter

Page Name

Definition Name

Usage

General Ledger WorkCenter Tile

NA

Access the General Ledger WorkCenter page in PeopleSoft Fluid.

General Ledger WorkCenter Page (Fluid)

NA

Access frequently-used areas according to your role and security using the PeopleSoft Fluid User Interface.

General Ledger WorkCenter - My Work Pagelet (Fluid)

NA

View and take action on frequently-used components and be alerted to the transactions that require your attention.

General Ledger WorkCenter - My Approvals Pagelet (Fluid)

NA

View and approve pending transactions.

General Ledger WorkCenter - Links Pagelet (Fluid)

NA

Access frequently-used links to components such as Tree Manager, Process Monitor, Open Period Updates, Spreadsheet Journal Import, and so on.

General Ledger WorkCenter - Queries Pagelet(Fluid)

NA

Access Query Manager, public queries, and private queries, without leaving your WorkCenter.

General Ledger WorkCenter - Reports/Processes Pagelet (Fluid)

NA

Access frequently-used report and process run controls.

Use the General Ledger WorkCenter Tile (GL_WORKCENTER_FL) to access the General Ledger WorkCenter page in PeopleSoft Fluid.

Navigation:

This tile can be placed on any PeopleSoft Fluid Home page. For additional information about how to add a tile to a PeopleSoft Fluid Home page, see PeopleTools: Application User’s Guide, “Working With PeopleSoft Fluid User Interface”, Working With Fluid Homepages, Managing Tiles, Adding Tiles to a Fluid Homepage.

This example illustrates the fields and controls on the GL WorkCenter Tile.

GL WorkCenter Tile

Use the General Ledger WorkCenter page to access frequently-used areas according to your role and security using the PeopleSoft Fluid User Interface.

Navigation:

Select the General Ledger WorkCenter tile.

This example illustrates the fields and controls on the General Ledger WorkCenter Page (Fluid).

General Ledger WorkCenter (Fluid)

Field or Control

Description

Scope

Click the Scope drop down to change your scope option.

Only users who have been given permission to access the Scope field have access to this drop down option. Granting users access to the scope field is performed on the Configure Pagelets - My Work Page.

Tools or Personalize icon (Fluid) (personalize)

Click the Personalize icon to access these options:

  • Personalize Select to access the Personalize Page (Fluid) (EOWC_WORKLINKS_FL) for General Ledger where you can perform these options for My Work and Links

    • Determine if you want the group expanded or collapsed when you enter the page.

    • Determine if you want the system to show the transaction count for each label.

    • Determine if you want links to open in a new window.

    • Determine if you want the transaction to appear on the right side when you enter the page.

    Select the Done button to apply your changes.

  • Maintain Scope Detail: Select to access the Maintain Scope Detail Page (Fluid).

    Note: This option is only available when the Scope field is enabled for the user and is not available in SFF

  • Configure Scope: Select to access the Configure Scope Page (Fluid).

    Note: This option is only available when the Scope field is enabled for the user and is not available in SFF

  • Edit Filters: Select to access the Edit Filters Personalize Page (Fluid) for Current Work and Exceptions.

    From this page, you can access the Configure Filter Values Page (Fluid).

Actions

Select an action to apply to the selected rows. Actions are specific to the selected pagelet or exception. Some examples include:

  • Edit Journal

  • Post Journal

  • Save Jrnl Status (Save Journal Incomplete Status)

  • Budget Check

  • Budget Pre Check

  • Unpost Journal Now

  • Email Notification

  • Delete

  • Approve

Action options for each user can be different based on their privileges.

Filter icon (MAP) (Refine Filter Criteria)

Select to access the Refine Filter Criteria page where you can select filter values for the list of results.

Note: This option is only available when the Scope field is not enabled for the user.

Use the General Ledger WorkCenter - My Work Pagelet to view and take action on frequently-used components and be alerted to the transactions that require your attention.

Navigation:

Select the General Ledger WorkCenter tile and expand the My Work pagelet.

This example illustrates the fields and controls on the General Ledger WorkCenter - My Work Pagelet (Fluid).

General Ledger WorkCenter - My Work (Fluid)

The My Work pagelet includes links to pages that you need to access most often. The My Work pagelet can also include exceptions and alerts for items that require your attention and potentially 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 PeopleSoft Fluid General Ledger WorkCenter - My Work pagelet includes the following delivered links to access the corresponding pages that are used within the WorkCenter:

My Work Link / Page Name

Definition Name

Usage

Journals Available to Edit

GL_WC_JRNLS

Manage journals that are available to edit and budget check.

Incomplete Journals

GL_WC_JRNLS

Manage journals that are saved with an Incomplete status.

Journals Approaching Period End

GL_WC_JRNLS

Manage journals that are not posted and are within a user-specified number of days from the current date to the period end date. The period end date is determined by the journal accounting period (filter definition GLJRNLPEND).

Journals Not Posted in Closed Period

GL_WC_JRNLS

Manage journals that are not posted and are in a closed accounting period where the journal date is less than the calendar Open From date.

Journals Ready for Post

GL_WC_JRNLS

Manage journals that ready to post.

Submit Journals for Approval in Mass

GL_WC_JRNLS

Submit one or more journals for approval in mass.

Pushed Back /Denied Journals for Rework

GL_WC_JRNLS

View and edit journals pushed back or denied by approvers and require action.

Mass Delete Journals

GL_WC_JRNLD

Delete multiple journals at the same time.

Amortization Schedules

AMR_SCHED_ACT

Validate the values passed from the amortization voucher, create stage journals, review and approve the schedule.

Journals Not Yet Posted at Period End

GL_WC_JRNLS_FL

View journals that are not yet posted and whose Journal Date is after the current open period.

Journals Pending Approval

GL_WC_JRNLS_FL

View journals that are pending approval.

Mark/Submit Journals for Unposting

GL_WC_UNPOST_FL

View journals that are marked for unposting. Select journals for unposting or submit for approval.

Use the General Ledger WorkCenter - My Approvals pagelet to view and approve pending transactions.

Navigation

Select the General Ledger WorkCenter tile and expand the My Approvals pagelet.

This example illustrates the fields and controls on the General Ledger WorkCenter - My Approvals pagelet (Fluid).

General Ledger WorkCenter - My Approvals (Fluid)

Approval

Reference

Journal Entry

Pending Approvals - Journal Entry Page

Journal Unppost

Pending Approvals - Journal Entry Page

GL Reconciliation

Pending Approvals - GL Reconciliation Page

Budget Journal

Field Request

Pending Approvals - Field Request Page (Fluid)

Structure Request

Use the General Ledger WorkCenter - Links pagelet to access frequently-used links to components such as Tree Manager, Process Monitor, Open Period Updates, Spreadsheet Journal Import, and so on.

Navigation

Select the General Ledger WorkCenter tile and expand the Links pagelet.

This example illustrates the fields and controls on the General Ledger WorkCenter - Links pagelet (Fluid).

General Ledger WorkCenter - Links (Fluid)

The Links pagelet includes additional 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. Users can then personalize the links that they want to access from their WorkCenter. Commonly-used external links can also be added to this section.

Use the General Ledger WorkCenter - Queries pagelet to access Query Manager, and frequently-used public queries and private queries, without leaving your WorkCenter.

Navigation

Select the General Ledger WorkCenter tile and expand the Queries pagelet.

This example illustrates the fields and controls on the General Ledger WorkCenter - Queries Pagelet (Fluid).

General Ledger WorkCenter - Queries (Fluid)

The Queries pagelet includes links to Query Manager, public queries, and private queries. 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 results are displayed in the transaction pane of the WorkCenter (right side) or in a new window. As in Query Manager, the query results that you generate from within your WorkCenter can be downloaded and saved to Microsoft Excel.

Use the General Ledger WorkCenter - Reports/Processes pagelet to access commonly-used report and process run controls.

Navigation

Select the General Ledger WorkCenter tile and expand the Reports/Processes pagelet.

This example illustrates the fields and controls on the General Ledger WorkCenter - Reports and Processes Pagelet (Fluid).

General Ledger WorkCenter - Reports and Processes (Fluid)

The Reports and Processes pagelet includes links to reports and processes that you commonly use. The links take you to the run control page for reports, processes, and the Reporting Console. The system administrator enables users to configure this pagelet to their own specifications.