Understanding the Supplier Administration Center

The Supplier Administration Center is a central role-based navigational component that is designed for the end user, also known as a WorkCenter. The goal of a WorkCenter is to help an end user become more efficient by accessing a variety pages and information to perform daily tasks without navigating between different menus.

A WorkCenter can be configured to include the most frequently used internal menu items, external URLs, worklists, alert/warning notifications, queries, and reports. All WorkCenters are configurable at the system level and allow end-user personalization. Some system-defined entries include filters that the user can modify.

The Supplier Administration Center is delivered as an empty shell. System administrators can configure links that support their companies business processes. Some links are related to workflow Worklists or alert/warning notifications, whereas others are associated with an Application Class. It is the responsibility of the system administrator from your organization to design and create links so that users can view and access specific information. When users click configured links in WorkCenter pagelets, the system renders information in a new window or in the transaction area. User access is controlled by user roles and permissions.

For information about setting up PeopleTools options for WorkCenters, see PeopleTools: Global Technology.

The Supplier Administration Center can include these primary tabs and pagelets:

  • Main tab

    • My Work

    • Links

  • Reports/Queries tab

    • Queries

    • Reports/Processes

WorkCenters are designed for specific roles and provide a central area for users to access key components within Financial and Supply Chain applications. They enable users to access various pages and perform daily tasks without leaving the WorkCenter, thus reducing the time used when navigating through menus.

WorkCenters are delivered as empty components. The system administrator from your organization is responsible for designing and creating links so that users can view and access specific links and pages.

Click to watch a short video about PeopleSoft WorkCenters.

For more information about setting up WorkCenters as a system administrator, see the documentation for Understanding WorkCenters and Dashboards, Configuring Filter Definitions and Values, Configuring Pagelets.

For information about setting up PeopleTools options for the WorkCenter, see PeopleTools: Portal Technology.

This topic provides a general, high-level description of the four types of pagelets that are available in PeopleSoft Classic WorkCenters:

  • My Work Pagelet

  • Links Pagelet

  • Queries Pagelet

  • Reports and Processes Pagelet

  • Pagelet setup, maintenance, and personalization

My Work Pagelet

The My Work section of the Main tab includes links to pages that an end user would need to access on a daily basis. The My Work section can also include exceptions and alerts, where the user 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.

The My Work section can be personalized by end users by clicking the Pagelet Settings icon and then selecting Personalize.

Links Pagelet

The Links section of the Main tab includes additional links to pages or other areas of interest to the user role. A system administrator can determine a list of links that are available to end users, and the end user can personalize which links they want to appear on their WorkCenter.

Links to external pages can be placed in this section as well.

Queries Pagelet

The Query section of the Reports/Queries tab 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. The end user can personalize their private queries.

When a link is selected, the query or pivot grid results appear in the right pane of the WorkCenter or in a new window. Query results can be saved to Microsoft Excel.

Reports and Processes Pagelet

The Reports and Processes section of the Reports/Queries tab 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 determine whether end users can configure their pagelet.

Pagelet Setup, Maintenance, and Personalization

When setting up and maintaining a Classic WorkCenter, setup options are defined at the system administrator level, and personalization options are defined at the user level.

System administrators must perform their setup options first, using the Enterprise Components, WorkCenter/Dashboards component. End users perform their personalization options second, using the Personalize and Configure options in the Classic WorkCenter.

Use the Supplier Administration Center Home page (SUP_OB_WORKCENTER) to access specific links and pages.

Navigation:

Suppliers > Supplier Administration Center

This example illustrates the fields and controls on the Supplier Administration Center Home page with Registration Dashboard.

Supplier Administration Center Home page

The WorkCenter pagelet area appears on the left side of the screen.

The Registration Dashboard with summary information and charts appears on the right side of the screen. Transactional pages also display on the right side of the screen when a user clicks a pagelet link.

Field or Control

Description

New Window icon

Click the New Window icon next to a link in the WorkCenter pagelet area to open transactional information in a window outside the WorkCenter and Dashboard. Alternately, click a link in the WorkCenter pagelet area to open transactional pages in the Dashboard frame.

Edit Filters

Click the Edit Filters link on the My Work pagelet to modify the filters on worklist links registered in the My Work pagelet.

For more information about the links that appear on the My Work pagelet, see Using the Supplier Administration Center - My Work.

For more information about the links that appear on the Links pagelet, see Using the Supplier Administration Center - Links.

For more information about the links that appear on the Queries and Reports/Processes pagelets, see Using the Supplier Administration Center - Queries, Reports, and Processes.

For more information about the pivot grids that you can add to the Registration Dashboard on the Supplier Administration Center, refer to the documentation for the SRM Dashboard and pagelets.

See Understanding PeopleSoft Classic WorkCenters and Dashboards

Several manager-facing pagelets are delivered with the Registration Dashboard and can be accessed if PeopleSoft SRM applications are installed.

For a complete list of the cross-supply chain pagelets that you can add to the Registration Dashboard, refer to the documentation for the SRM Dashboard and pagelets.