Using the PeopleSoft Fluid General Ledger WorkCenter

Page Name

Definition Name

Usage

General Ledger WorkCenter Tile

GL_WORKCENTER_FL

Access the General Ledger WorkCenter page in PeopleSoft Fluid.

General Ledger WorkCenter Page (Fluid)

GL_WC_JRNLS_FL

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

Mark/Submit Journals for Unposting Page

GL_WC_UNPOST_FL

View and select journals to mark for unposting or submit for approval.

Use the General Ledger WorkCenter Tile (GL_WORKCENTER_FL) to access the General Ledger 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.

This example illustrates the fields and controls on the GL WorkCenter Tile.

GL WorkCenter Tile

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

Navigation:

Select the General Ledger WorkCenter tile.

This example illustrates the fields and controls on the General Ledger WorkCenter Page (Fluid). You can find definitions for the fields and controls later on this page.

 General Ledger Fluid WorkCenter page

Field or Control

Description

Scope

Click the Scope drop down to change your scope option.

Only users who have been given permission to access the Scope field have access to this drop down option. Granting users access to the scope field is performed on the Configure Pagelets - My Work Page.

Tools or Personalize icon (Fluid) (personalize)

Click the Personalize icon to access these options:

  • Personalize Select to access the Personalize Page (Fluid) (EOWC_WORKLINKS_FL) for General Ledger where you can perform these options for My Work and Links

    • Determine if you want the group expanded or collapsed when you enter the page.

    • Determine if you want the system to show the transaction count for each label.

    • Determine if you want links to open in a new window.

    • Determine if you want the transaction to appear on the right side when you enter the page.

    Select the Done button to apply your changes.

  • Maintain Scope Detail: Select to access the Maintain Scope Detail Page (Fluid).

    Note: This option is only available when the Scope field is enabled for the user and is not available in SFF

  • Configure Scope: Select to access the Configure Scope Page (Fluid).

    Note: This option is only available when the Scope field is enabled for the user and is not available in SFF

  • Edit Filters: Select to access the Edit Filters Personalize Page (Fluid) for Current Work and Exceptions.

    From this page, you can access the Configure Filter Values Page (Fluid).

Actions

Select an action to apply for the selected rows. Actions are specific to the selected pagelet or exception. Some examples include:

  • Edit Journal

  • Post Journal

  • Save Jrnl Status (Save Journal Incomplete Status)

  • Budget Check

  • Budget Pre Check

  • Unpost Journal Now

  • Email Notification

  • Delete

  • Approve

Related actions for each user can be different based on their privileges.

Filter icon (MAP) (edit filters)

Click to access the Configure Filter Values Page (Fluid) where you can refine filter criteria.

Note: This option is only available when the Scope field is not enabled for the user.

The PeopleSoft Fluid General Ledger WorkCenter - My Work pagelet includes the following delivered links to access the corresponding pages that are used within the WorkCenter:

My Work Link / Page Name

Definition Name

Usage

Journals Available to Edit

GL_WC_JRNLS

Manage journals that are available to edit and budget check.

Incomplete Journals

GL_WC_JRNLS

Manage journals that are saved with an Incomplete status.

Journals Approaching Period End

GL_WC_JRNLS

Manage journals that are not posted and are within a user-specified number of days from the current date to the period end date. The period end date is determined by the journal accounting period (filter definition GLJRNLPEND).

Journals Not Posted in Closed Period

GL_WC_JRNLS

Manage journals that are not posted and are in a closed accounting period where the journal date is less than the calendar Open From date.

Journals Ready for Post

GL_WC_JRNLS

Manage journals that ready to post.

Submit Journals for Approval in Mass

GL_WC_JRNLS

Submit one or more journals for approval in mass.

Pushed Back /Denied Journals for Rework

GL_WC_JRNLS

View and edit journals pushed back or denied by approvers and require action.

Mass Delete Journals

GL_WC_JRNLD

Delete multiple journals at the same time.

Amortization Schedules

AMR_SCHED_ACT

Validate the values passed from the amortization voucher, create stage journals, review and approve the schedule.

Journals Not Yet Posted at Period End

GL_WC_JRNLS_FL

View journals that are not yet posted and whose Journal Date is after the current open period.

Journals Pending Approval

GL_WC_JRNLS_FL

View journals that are pending approval.

Mark/Submit Journals for Unposting

GL_WC_UNPOST_FL

View journals that are marked for unposting. Select journals for unposting or submit for approval.

General Tab

Field or Control

Description

Journal ID (journal entries)

Select the Journal ID link to access the Create/Update Journal Entries - Lines Page.

Status (journal entries)

Select the Errors link to access the Header Errors page.

Lines (journal entries)

Select the Lines link to display a window that lists all lines of the journal ID.

Journal ID (budget journals)

Select the Journal ID link to access the Control Budget Entry page.

Process Status (budget journals)

Select the Process Status link to access the Budget line Exceptions page in Fluid.

Budget Header Status (budget journals)

Select the Budget Header Status link to access the Budget Journal Exceptions page in Classic.

Use the Mark/Submit Journals for Unposting pagelet (GL_WC_UNPOST_FL) to view and select journals to mark for unposting or submit for approval.

Navigation:

General Ledger > GL WorkCenter > My Work > Mark/Submit Journals for Unposting

This example illustrates the fields and controls on the Mark/Submit Journals for Unposting page. You can find definitions for the fields and controls later on this page.

 Mark Journals for Unposting Fluid page

Field or Control

Description

Actions

Select an action to apply for the selected rows. Actions include:

  • Mark to Unpost/Submit for Approval — Select journals for unposting or submit the selected journals for approval. Attachments can be added to the selected journals before submitting for approval.

  • Unpost Journal Now — Unpost journals marked for unposting.

  • Email Notification — Select journals to send email notification to notify intended users about the action taken.

Journal ID

Select and click Jounral ID link to review and submit journal for approval or unposting individually. You can add comments and one or more attachments before submitting for approval.

Unpost Date

This field appears only if you select the Allow Different Unpost Date for the business unit on the Journal Options page of the General Ledger Definition component. You can supply a different date to unpost the journal than the original date for which it was posted.

See Defining Journal Processing Options for a Business Unit.

Request Status

  • Mark to Unpost — Approval is not needed and journal can be processed without approval.

  • Submit for Approval — Approval is required to process the journal.

  • Pending — Pending for approval.

  • Ready to Unpost — Journal is marked (and approved if approval needed) to unpost.

  • Waiting-Approved to Unpost — Waiting for other IU BU line to be approved.