Understanding the PeopleSoft Fluid Payables WorkCenter
The PeopleSoft Fluid Payables WorkCenter is created using the PeopleSoft Fluid WorkCenter Framework and includes the following sections:
My Work
Vouchers
Voucher Exceptions
Matching
Payments
Suppliers
My Approvals
The My Approvals pagelet provides access to pending approvals. The pagelet is available only for fluid WorkCenters. System administrators use the Configure Pagelets – My Approvals Page to set up the My Approvals pagelet for end users. End users use the Personalize icon on the fluid workcenter to personalize the My Approvals pagelet.
For more information on Approvals, see Using Fluid Approvals.
My Insights
Note: PeopleTools version 8.61 or later is required to support access to Insights dashboards in fluid WorkCenters.
The My Insights pagelet provides access to Payables insights. The pagelet is available only for fluid WorkCenters. System administrators use the Configure Pagelets – My Insights Page to set up the My Insights pagelet for end users. End users use the Personalize icon on the fluid workcenter to personalize the My Insights pagelet.
For more information on Insights, see Understanding PeopleSoft Insights for Payables.
Links
Vouchers
Payments
Queries
Reports/Processes
This PeopleSoft Fluid WorkCenter is similar to the one in PeopleSoft Classic, but has all the advantages of PeopleSoft Fluid technology. Payables users can get an overview of the scope of work, review exceptions, and scan for anomalies, using a mobile device.
Prerequisite
PeopleTools 8.55 is required for the PeopleSoft Fluid WorkCenters.
The number (or count) to the right of black text, displays how many transactions fall into that category. This is a setup option and can be turned on or off for each link using the Personalize Page (Fluid).
Large Form Factor Group Boxes
The PeopleSoft Fluid Payables WorkCenter for Large Form Factor (LFF) has these two group boxes: My Work and Links.
Small Form Factor Group Boxes
The PeopleSoft Fluid Payables WorkCenter for Small Form Factor (SFF) has only the My Work group box.
Hyperlinks within My Work are not displayed if there are no transactions to list.
Note: All the pages available on the SFF are display only.
To personalize the PeopleSoft Fluid Payables WorkCenter, see Setting Up and Personalizing PeopleSoft Fluid WorkCenters