Setting Up Work Management for the Treasury WorkCenter

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

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

2. Access the Enterprise Components: 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.

   Treasury pages and their corresponding Link ID are:

   Link ID	Description
   TR_CONFIRM_DEALS	Confirm Deals
   TR_DEALS	Change Deals Portfolio
   TR_DEAL_APPROVAL	Approve Deals
   TR_FG_DISP_PMT	Unpaid Payments
   TR_FG_HIGHVALUE	High Value Payments
   TR_FG_HOLD	Payments on Hold
   TR_FG_SAMEDAY	Payments Due Today

4. Select the View button to access the Enterprise Components: Enable Work Mgmt 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 Enterprise Components: Enable Work Mgmt Exception Page to complete your setup.

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