Setting Up Work Management for the Receivables WorkCenter

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 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.

    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 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 Receivables WorkCenter.