Using Work Management in the Receivables WorkCenter

The purpose of the Work Management Framework is to view and manage transactions when they appear in the My Work section of the WorkCenter.

It is important to understand the Work Management Framework from a high-level perspective before applying it to PeopleSoft Receivables. Please see Setting Up and Using the Work Management Framework for additional information. Some transaction categories that appear in the My Work section of a WorkCenter may not be a candidate for the Work Management framework and therefore are not delivered. However, you can enable this framework for transaction categories as well as related actions for delivered or custom transactions as needed.

One or more people can work on Work Management transactions in your organization. If another user acts on a transaction, you can view the transactions assigned to that person by changing your view to All Assigned. This view displays all transactions regardless of who it is assigned to. Select the Exception History action and view the name in the User Name column to discover who is working on a transaction.

This list provides the steps to setup the optional Work Management feature for the Receivables WorkCenter.

1. Use the EOXC_USER role to access the Work Management setup pages.

2. Access the Work Management Link ID's Page.

3. Search for the corresponding Link ID (component ID) for each type of transaction where you want to use the Work Management feature.

   Receivables pages and their corresponding Link ID are:

   Link ID	Description
   AR_ACCT_ENT_NOT_TO_GL	Accounting Entries to GL
   AR_BILLS_NOT_IN_AR	Bills
   AR_CASHCTL_NOT_TO_GL	Cash Control Entries to GL
   AR_CASHDRAWER_RECEIPTS	Cash Drawer Receipts
   AR_CONVR_TO_REVIEW	Conversations To Review
   AR_CR_PYMNTS_AVIL_POST	Credit Card Payments to Post
   AR_DEPOSIT_BAL_ERRORS	Deposit Balancing Errors
   AR_DJ_ACCTG_ERROR	Direct Journal Accounting Entry Errors
   AR_DJ_NOT_TO_GL	Direct Journals to GL
   AR_EC_DEPOSIT_ERROR	Electronic Deposits in Error
   AR_ELECTRONIC_DEPOSITS	Electronic Deposits
   AR_EP_PYMNTS_AVIL_POST	eCheck Payments to Post
   AR_EXCEL_PYMNT_UPLOAD	Excel Payment Upload
   AR_EXCEL_UPLOAD_ERRORS	Excel Upload Deposit Errors
   AR_EXPRESS_DEPOSITS	Express Deposits to Post
   AR_INCOMPLETE_CRCD_PAY	Incomplete Credit Card Payments
   AR_INCOMPLETE_PYMNTS	Incomplete Payments
   AR_MAINT_WS_POSTING	Maintenance Worksheets to Post
   AR_OPEN_ITEMS	Open Items
   AR_PENDING_ITEM_GRP	Pending Item Groups to Post
   AR_PYMNTS_AVAIL_TO_POS	Payments to Post
   AR_REFUNDS	Refunds
   AR_REV_ESTM_EXCEPT	Direct Journal Budget Exceptions
   AR_STMT_EMAIL_ERR	Statement Email Error
   AR_TRNSF_WS_POSTING	Transfer Worksheets to Post
   AR_WC_DJ_BC	Direct Journals to Budget Check
   AR_WC_DJ_CM	Direct Journals to Complete
   AR_WC_PP_PAYMENTS	Payments for Predictor
   AR_WC_REF_STATUS	Refund Status

4. Select the View button to access the Enable Work Management Exception Page.

5. Select the Enable option to activate the Work Management feature for that transaction.

6. Follow instructions in the Enterprise Components documentation for the Enable Work Management Exception Page to complete your setup.

7. Use the EOXC_USER role to access the Receivables WorkCenter.

This is an example for the Work Management enabled page. Use the Receivables WorkCenter page when Work Management is enabled to access and manage outstanding transactions in various views.

Navigation

Select the Receivables WorkCenter tile.

This example illustrates the fields and controls on the Receivables WorkCenter with Work Management enabled.

When Work Management is enabled, there are two changes on the WorkCenter page:

• The View drop-down box appears above the grid.

• Additional action options are added to the Actions button.

• The original action options remain. The additional (Work Management) action options depend on the View option selected.

  See Understanding the Work Management Framework, Actions by View section for more information.