Understanding the PeopleSoft Fluid Payables WorkCenter

The PeopleSoft Fluid Payables WorkCenter is created using the Application Fundamentals: PeopleSoft Fluid WorkCenter Framework and includes the following sections:

• My Work

  • Vouchers

  • Voucher Exceptions

  • Matching

  • Payments

  • Suppliers

• My Approvals

  The My Approvals pagelet provides access to pending approvals. The pagelet is available only for fluid WorkCenters. System administrators use the Enterprise Components: Configure Pagelets - My Approvals Page to set up the My Approvals pagelet for end users. End users use the Personalize icon on the fluid workcenter to personalize the My Approvals pagelet.

  For more information on Approvals, see Application Fundamentals: Approving Pending Transactions in Fluid.

• My Insights

  Note:

  PeopleTools version 8.61 or later is required to support access to Insights dashboards in fluid WorkCenters.

  The My Insights pagelet provides access to Payables insights. The pagelet is available only for fluid WorkCenters. System administrators use the Enterprise Components: Configure Pagelets - My Insights Page to set up the My Insights pagelet for end users. End users use the Personalize icon on the fluid workcenter to personalize the My Insights pagelet.

  For more information on Insights, see Understanding PeopleSoft Insights for Payables.

• Links

  • Vouchers

  • Payments

• Queries

• Reports/Processes

This PeopleSoft Fluid WorkCenter is similar to the one in PeopleSoft Classic, but has all the advantages of PeopleSoft Fluid technology. Payables users can get an overview of the scope of work, review exceptions, and scan for anomalies, using a mobile device.

Prerequisite

PeopleTools 8.55 is required for the PeopleSoft Fluid WorkCenters.