Using Work Management in the Procurement WorkCenter
The PeopleSoft Fluid Procurement WorkCenter can optionally use the Work Management Framework, which is an Enterprise Components feature.
This topic discusses how to set up Work Management for the Procurement WorkCenter and provides an example for one delivered Procurement Exception: PO Sourcing Errors.
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 Procurement. Please review “Understanding the Work Management Framework” (Enterprise Components) prior to reading the following information.
The Work Management Framework provides actions and filters to My Work pagelets to assist users with managing a large list of transactions. Users may assign a specific transaction to themselves, defer the transaction for follow-up to a later date, or mark a transaction as not an exception (inactive). Filters allow the user to view transactions not yet assigned to anyone, transactions assigned to themselves, inactive transactions, or a full list of all transactions. You can also view a history of actions taken on the transaction.
This list provides the steps to setup the optional Work Management feature for the Procurement WorkCenter:
Use the EXOC_USER role or permission list to access these setup pages.
Access the Work Management Link ID's Page.
Search for Link ID corresponding to the My Work section for Procurement WorkCenter where you want to use the Work Management feature.
Link IDs corresponding to the Procurement WorkCenter My Work are:
Link ID
Description
POSSRCERR_LNKID
PO Sourcing Errors
POSONHLD_LNKID
POs On Hold
POSNOTBCHK_LNKID
Budget Check Exceptions
PODOCTOL_ERR_LNKID
Document Tolerance Errors
Select the View button to access the Enable Work Management Exception Page.
Select the Enable option to activate the Work Management feature for that Link ID.
Follow instructions in the Enterprise Components documentation for the Enable Work Management Exception Page to complete your setup.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
Procurement WorkCenter Page - PO Sourcing Errors (Work Management Enabled) |
PO_EXCEPTION_WC_FL |
Access and manage PO Sourcing Errors in various views. |
Use the Procurement WorkCenter page to access and manage POs with sourcing errors when Work Management is enabled.
Navigation:
Select the Procurement WorkCenter tile.
This example illustrates the fields and controls on the Procurement WorkCenter - PO Sourcing Errors page when using Work Management.
When Work Management is enabled for an exception, 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 actions for PO Sourcing Errors are Purge, Recycle, and Edit Staging Error. When Work Management is enabled, additional actions are available depending on the option selected in the View field: See Understanding the Work Management Framework, Actions by View section.