Using Work Management in the Payables WorkCenter

The purpose of the Work Management Framework is to view and manage transactions when they appear in the My Work section of the WorkCenter.

It is important to understand the Work Management Framework from a high-level perspective before applying it to PeopleSoft Payables. Please see Setting Up and Using the Work Management Framework for additional information. Some transaction categories that appear in the My Work section of a WorkCenter may not be a candidate for the Work Management framework and therefore are not delivered. However, you can enable this framework for transaction categories as well as related actions for delivered or custom transactions as needed.

One or more people can work on Work Management transactions in your organization. If another user acts on a transaction, you can view the transactions assigned to that person by changing your view to All Assigned. This view displays all transactions regardless of who it is assigned to. Select the Exception History action and view the name in the User Name column to discover who is working on a transaction.

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

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

2. Access the 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.

   Payables pages and their corresponding Link ID are:

   Link ID	Description
   AP_INCOMPLETE_VOUCHER	Incomplete Vouchers
   AP_INC_CONTROL_GROUP	Unverified Control Groups
   AP_IMG_INVC_FOR_REVIEW	Image Invoices for Review
   AP_SUPPLIER_MESSAGE	Messages from Suppliers
   AP_RECYCLED_VOUCHER	Recycled Vouchers
   AP_BUDGET_CHECK_ERROR	Budget Check Errors
   AP_DOC_TOL_EXCEPTION	Document Tolerance Exceptions
   AP_EXCEPTIONS	Match Exceptions
   AP_PMNTRQST_FOR_REVIEW	Payment Requests for Review
   AP_PMNTRQST_PND_APPRV	Payment Requests Pending Approval
   AP_APPROVE_VENDOR	Suppliers Pending Approval
   AP_SCHED_PMNT_HOLD	Scheduled Payment on Hold

4. Select the View button to access the Enable Work Management 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 Enable Work Management Exception Page to complete your setup.

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

Use the Payables WorkCenter page when Work Management is enabled to access and manage outstanding transactions in various views.

Navigation

Select the Payables WorkCenter tile.

This example illustrates the fields and controls on the Payables WorkCenter with Work Management enabled.

When Work Management is enabled, there are two changes on the WorkCenter page:

• The View drop-down box appears above the grid.

• Additional action options are added to the Actions button.

• The original action options remain. The additional (Work Management) action options depend on the View option selected.

  See Understanding the Work Management Framework, Actions by View section for more information.