Understanding the PeopleSoft Fluid Receivables WorkCenter
The PeopleSoft Fluid Receivables WorkCenter is created using the PeopleSoft Fluid WorkCenter Framework and includes the following sections:
My Work
Alerts
Items
Payments
Interfaces Not Run
Exceptions
My Approvals
Links
Customer Accounts
Items
Payments
Correspondence
Queries
Reports/ Processes
This PeopleSoft Fluid WorkCenter is similar to the PeopleSoft Classic WorkCenter but has all the advantages of PeopleSoft Fluid technology. Receivables users can get an overview of the scope of work and scan for anomalies, as well as accomplish their daily tasks within specific functional areas, 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 or items 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 Receivables WorkCenter for large form factor (LFF) includes two group boxes: My Work and Links.
Pages with drill-down functionality transfer the user to classic pages.
Small Form Factor Group Boxes
The PeopleSoft Fluid Receivables WorkCenter for small form factor (SFF) includes only the My Work group box.
Links are not displayed if there are no transactions to list.
Note: Pages available on the SFF are display-only.