Using the PeopleSoft Fluid Payables WorkCenter

Page Name

Definition Name

Usage

Payables WorkCenter Tile

AP_WORKCENTER_FL

Access the Payables WorkCenter page in PeopleSoft Fluid.

Payables WorkCenter — My Work Pagelet

AP_HDR_APP_GRID_FL

Access My Work and Links group boxes using the PeopleSoft Fluid User Interface.

Email Notification Page

AP_EMAILER_FL_SCF

Notify one or more users of an action they need to take for one or more transactions.

Error Summary Page

APWC_EXCPTNSUM_SCF

View the error summary and the details of the header errors for Recycled Vouchers, Budget Check Errors and for Document Tolerance Exceptions.

Use the Payables WorkCenter Tile (AP_WORKCENTER_FL) to access the Payables WorkCenter page in PeopleSoft Fluid.

Navigation:

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.

Use the Payables WorkCenter page (AP_HDR_APP_GRID_FL) to access My Work and Links group boxes using the PeopleSoft Fluid User Interface.

Navigation:

Select the Payables WorkCenter tile.

This example illustrates the fields and controls on the Payables WorkCenter page. You can find definitions for the fields and controls later on this page.

 Payables WorkCenter My Work Pagelet

Field or Control

Description

Personalize Icon

Select the Personalize icon to access these options:

You can also use the Personalize icon on each grid to reorder/ hide columns and sort columns by order.

For more information, see PeopleTools Applications User’s Guide, “Working With the PeopleSoft Fluid User Interface", Working with Fluid Pages and Controls.

Edit Filter icon

Select to open the Refine Filter Criteria page and filter rows to display based on:

  • Business Unit

  • Voucher ID

  • Supplier ID

  • Invoice Date

  • Gross Invoice Amount

  • Transaction Currency

  • Created On/By

  • Last User to Update

  • Origin

  • Voucher Style

  • Voucher Source

Actions icon

Select an action from the drop-down menu to apply to the selected transactions. The available actions are the following:

  • Email Notification: Send email notification for the selected transaction. See Setting Up and Personalizing PeopleSoft Fluid WorkCenters for additional information.

  • Post Vouchers: Post vouchers that are ready for posting.

  • Load Assets Request: Load Assets Request for transactions ready for Asset Management.

  • Extract Landed Cost: Extract Landed Cost for transactions ready for Landed Cost.

  • Load Paymnt to AR: Load Payment for transactions ready for AR.

  • Remove from Hold: Remove hold for scheduled payments.

  • Post Payments: Post payments that are ready for posting.

Use the Email Notification page (AP_EMAILER_FL_SCF) to notify one or more users if there are vouchers submitted for approval or vouchers rejected by approvers.

Navigation:

Select the Approver link from the Fluid Payables WorkCenter for a row on the Vouchers Submitted for Approval page or on the Vouchers Rejected by Approvers page.

This example illustrates the fields and controls on the Email Notification Page (Fluid) page.

Email Notification

Email Notification is a feature that has been added to PeopleSoft Fluid WorkCenters. The Email Notification option is added to the Approvers option.

Field or Control

Description

To

Add the users to notify.

Subject and Message

The system adds this information based on the transactions selected from the previous page. You can add to and edit this field.

Use the Error Summary page to view the error summary and the details of the header errors for Recycled Vouchers, Budget Check Errors, and for Document Tolerance Exceptions.

Navigation:

Select the Number of Errors link from the Fluid Payables WorkCenter for a row on the Recycled Vouchers page, Budget Check Errors page, or the Document Tolerance Exceptions page.

This example illustrates the fields and controls on the Error Summary — Recycled Vouchers page.

 Error Summary - Recycled Vouchers page

Error Summary section is a feature that has been added to PeopleSoft Fluid WorkCenters for the Recycled Vouchers page, the Budget Check Errors page, and the Document Tolerance Exceptions page.