Using the Fluid Lease WorkCenter
The Fluid Lease WorkCenter is a central navigational component designed for managing payable and receivable leases. The goal of the WorkCenter is to help end users become more efficient by accessing frequently used components and pages and keeping multiple windows open while performing daily tasks.
For additional information about Fluid WorkCenters, see Understanding PeopleSoft Fluid WorkCenters.
To set up the Lease WorkCenter for Fluid:
Use the Configure Pagelets component to define configuration IDs for Fluid WorkCenters.
See the Configuring Pagelets topic.
Use the Personalize Page (Fluid) to personalize your display options for Fluid WorkCenter group boxes.
See also the Setting Up and Personalizing PeopleSoft Fluid WorkCenters topic for additional setup pages.
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Page Name |
Definition Name |
Usage |
|---|---|---|
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Not applicable |
Access the Lease WorkCenter page. |
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Not applicable |
Access and manage leases by statuses, critical dates, and processes. |
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|
Not applicable |
Access pending approvals that are assigned to you. |
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Not applicable |
Access internal and external links that are frequently used. |
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Not applicable |
Access public and private queries. |
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Not applicable |
Access system-defined reports and processes for which you have access. |
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Not applicable |
Access Insights dashboards related to Lease Administration. |
Most WorkCenters have a similar look and are configured the same. Some icons are developed in PeopleTools and appear on WorkCenter pages.
For additional information about common elements in FSCM WorkCenters, see Common Elements Used in WorkCenters.
Elements that are specific to Lease are:
|
Field or Control |
Description |
|---|---|
 (update selected rows) |
Select to change the action icon next to every row to a check box. This allows you to select multiple rows and take the same action on all selected rows. Select again to change all check boxes back to an action icon. |
 (Check box) |
Select to indicate that you want to work on that transaction or that you want to perform an action (in the Action drop-down list box) for the transaction. |
 (Actions) |
Select an action to apply to the selected rows. Actions are specific to the selected pagelet or exception. Some examples include:
The options that are available is determined by security. |
Use the Lease WorkCenter Tile to access the Lease WorkCenter page in PeopleSoft Fluid.
This tile can be placed on any PeopleSoft Fluid Home page. For additional information about how to add a tile to a PeopleSoft Fluid Home page, see PeopleTools: Application User’s Guide, “Working With PeopleSoft Fluid User Interface”, Working With Fluid Homepages, Managing Tiles, Adding Tiles to a Fluid Homepage.
This example illustrates the Lease WorkCenter tile.
Use the Lease WorkCenter - My Work grouplet to access and manage lease statuses, critical dates, and processes.
Navigation:
.
This example illustrates the fields and controls on the Lease WorkCenter - My Work grouplet.
The My Work grouplet contain the following sections:
Manage Lease Statuses:
Disputed Leases
Use the Disputed Leases section to view and manage the leases in dispute status. Select the lease number to view the lease details. The Actions field includes Lease Abstract to navigate to the Lease Abstract Page, Add To Portfolio to add the lease to your portfolio, and Resolve Dispute to resolve dispute on the lease to enable all lease transactions.
Holdover Leases
Use the Holdover Leases section to view and manage the leases in holdover status. Users can change the lease to dispute using the Actions field.
Expired Leases
Use the Expired Leases section to view and manage the leases in expired status. Users can change the lease to holdover using the Actions field.
Manage Critical Dates:
Clauses within 90 days
Displays the leases having clause deadline date within 90 days. The system sends notifications for active critical dates that are enabled and have one or more recipients. Users can cancel notification and manage amendments using the using the Actions field.
Options within 90 days
Displays the leases having option date within 90 days.
Manage Processes:
Transaction Generator
Displays the number of pending transactions by business unit and lease type. Select the displayed quantity to view the details of the leases pending processing. Users can run the MTG process for a business unit using the Actions field.
Interface to AP/BI.
Displays the number of AP/BI pending transactions by business unit and lease type. Select the displayed quantity to view the details of the leases pending processing. Users can run the APBI interface for a business unit using the Actions field.
Use the My Approvals links to review lease activations and amendments that are pending approval.
Navigation:
From the Lease WorkCenter, expand the My Approvals grouplet.
This example illustrates the fields and controls on the Lease WorkCenter - My Approvals grouplet.
The My Approvals section has the following transactions:
Lease Activation
Lease Amendment
You have the option to view these transactions in the right pane. Select the transaction ID to open the transaction in a new window and view the details. A lease administrator can directly access the WorkCenter and approve the selected transactions and notify the assigned users.
Use the Lease WorkCenter - Links grouplet to access internal and external links that are frequently used.
Navigation:
From the Lease WorkCenter, expand the Links grouplet.
This example illustrates the fields and controls on the Lease WorkCenter - Links grouplet.
These categories are available in this grouplet depending on user security:
My Lease information
Integrations
Payable Leases
Receivable Leases
Use the Lease WorkCenter - Queries grouplet to access public and private queries.
Navigation:
From the Lease WorkCenter, expand the Queries grouplet.
This example illustrates the fields and controls on the Lease WorkCenter - Queries grouplet.
Use the Lease WorkCenter - Reports/Processes grouplet to access system-defined reports and processes for which you have access.
Navigation:
From the Lease WorkCenter, expand the Reports/Processes grouplet.
This example illustrates the fields and controls on the Lease WorkCenter - Reports/Processes grouplet.
These categories are available in this grouplet depending on user security:
Notification Processing
Report Processing
Integrations
Use the Lease WorkCenter - My Insights grouplet to access insights dashboards related to Lease Administration.
Navigation:
From the Lease WorkCenter, expand the My Insights grouplet.
System administrators use the Configure Pagelets – My Insights Page to set up the My Insights pagelet for end users.
This example illustrates the fields and controls on the Lease WorkCenter - My Insights grouplet.
For additional information on Lease Administration Insights, see Analyzing Lease Administration Using PeopleSoft Insights.
Note: PeopleTools version 8.61 or later is required to support access to Insights dashboards in Fluid WorkCenters.