Using the PeopleSoft Fluid Receivables WorkCenter

Fluid Page Name

Definition Name

Usage

Receivables WorkCenter Tile

AR_WORKCENTER_FL

Access the Receivables WorkCenter page in the PeopleSoft Fluid User Interface.

Receivables WorkCenter Page

AR_WORKCENTER_FL

Access My Work and Links group boxes using the PeopleSoft Fluid User Interface.

Use the Receivables WorkCenter Tile (AR_WORKCENTER_FL) to access the Receivables WorkCenter page in the PeopleSoft Fluid User Interface.

Navigation:

This tile can be placed on any PeopleSoft Fluid Home page.

This example illustrates the fields and controls on the Receivables WorkCenter tile as displayed on a desktop (LFF).

 Receivables WorkCenter Tile (LFF)

For additional information about how to add a tile to a PeopleSoft Fluid Home page, see PeopleTools: Applications User's Guide, “Working With PeopleSoft Fluid User Interface,” Working With Fluid Homepages, Managing Tiles.

Use the Receivables WorkCenter page (AR_WORKCENTER_FL) to access My Work and Links group boxes using the PeopleSoft Fluid User Interface.

Navigation:

Select the Receivables WorkCenter tile on a PeopleSoft Fluid Home page.

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 Receivables 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.

  • 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 and action to apply to selected rows. Options include:

  • Cancel

  • Reassign

Related actions for each user can be different based on their privileges.

Filter icon (MAP) (edit filters)

Click to access the Configure Filter Values Page (Fluid) where you can refine filter criteria.