Understanding the PeopleSoft Classic Billing WorkCenter and Dashboard
The PeopleSoft Classic Billing WorkCenter is a role-based central navigational component that is designed for users of the Billing application and related accounting functions. It offers power users a single place to perform a broad range of tasks without leaving the WorkCenter, such as daily billing functions and exception alerts, monthly activities, and reporting, resulting in improved efficiency, productivity, and effectiveness. The WorkCenter is configurable by organization and by function to support different requirements. The Billing WorkCenter is delivered with sample data, and your system administrator can tailor, design, and create additional links for access to specific pages, pagelets, and commonly accessed internal or external sites.
Note: The PeopleSoft Classic Billing WorkCenter is no longer supported as of FSCM Update Image 9.2.037. However, a fluid version of the Billing WorkCenter is available. See Understanding the PeopleSoft Fluid Billing WorkCenter.
For a general understanding of WorkCenters and how to configure them, see PeopleSoft Application Fundamentals.
When setting up and maintaining a PeopleSoft 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 define their personalization options after the administrator has completed his or her configuration; they use the Personalize and Configure options in the Classic WorkCenter.
The My Work section of the Main tab in the Classic Billing WorkCenter includes links to pages that you likely would need to access daily. The My Work section can also include exceptions and alerts, where you would need to take some type of action.
Some links that are set up for the Classic My Work pagelet can be subject to filter criteria that limit the amount of data that is available to users.
If enabled by the system administrator, you can personalize your Classic My Work section by clicking the Pagelet Settings icon.
The Links section of the Main tab in the Classic Billing WorkCenter includes links to pages or other areas of interest to the user role. A system administrator maintains the list of links that is available to users as well as related security. You can personalize the links that you want to access from your Classic WorkCenter. Commonly used external links can also be added to this section.
The Query section of the Reports/Queries tab in the Classic Billing WorkCenter 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, and you can personalize your queries accordingly. When a link is selected, the query or pivot grid results appear in the right pane of the Classic WorkCenter or in a new window. You can save query results to Microsoft Excel.
The Reports and Processes section of the Reports/Queries tab in the Classic Billing WorkCenter 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 enable users to configure this pagelet to their own specifications.
The PeopleSoft Classic Billing WorkCenter Dashboard is accessed from the Classic Billing WorkCenter. As delivered, the Billing WorkCenter Dashboard includes the Bills by Status pagelet and the Incomplete Invoice Process pagelet.
For system-administrator setup for Classic WorkCenters and Dashboards, see Enterprise Components, Setting Up WorkCenters and Dashboards.
For information about setting up PeopleTools options for the WorkCenter, see PeopleTools: Global Technology and PeopleTools: Portal Technology.
This example illustrates the fields and controls on the Billing WorkCenter.
