Using Work Management in the Commitment Control WorkCenter

The purpose of the Work Management Framework is to view and manage exception transactions when they appear in the My Work: Exception section of a PeopleSoft WorkCenter

It is important to understand the Work Management Framework from a high-level perspective before applying it to PeopleSoft Commitment Control. Please review Understanding the Work Management Framework prior to reading the following information.

The Work Management framework is designed to track and address errors and warnings when a system-based resolution is not available and to assist the person who has the best knowledge of your organization's budget and accounting policies. You can take various actions to resolve the transaction issue, track comments, assign a transaction to yourself for future follow-up, or inactivate a transaction if it is not a valid issue.

Some examples of Commitment Control Work Management transactions where Work Management can be useful are:

• A budget journal is entered with a ChartField value at an incorrect tree level.

  This example appears in the Budget Journal Errors section.

• A purchase order is entered that exceeds the budget tolerance.

  This example appears in the Source Transaction Errors: Purchase Order section.

• A voucher is entered that exceeds the budget but is within the tolerance.

  This example appears in the Source Transactions Warnings: Voucher section.

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 Commitment Control 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.

   Commitment Control transaction types and their corresponding Link ID are:

   Link ID	Description
   KK_AR_ERROR	Budget Receivables Error
   KK_AR_WARN	Budget Receivables Warning
   KK_BI_ERROR	Budget Billing Error
   KK_BI_WARN	Budget Billing Warning
   KK_BUDG_JRNL_ERROR	Budget Journal Error These appear in Manage Budget Journals - Budget Journal Errors.
   KK_BUDG_JRNL_WARN	Budget Journal Warning These appear in Manage Budget Journals - Budget Journal Warnings.
   KK_EXP_ERROR	Budget Expense Report Error
   KK_EXP_WARN	Budget Expense Report Warning
   KK_JRNL_ERROR	Budget Journal Error These appear in Source Transaction Errors - Journals.
   KK_JRNL_WARN	Budget Journal Warning These appear in Source Transaction Warnings - Journals.
   KK_PC_ERROR	Budget Projects Error
   KK_PC_WARN	Budget Projects Warning
   KK_PO_ERROR	Budget Purchase Orders Error
   KK_PO_WARN	Budget Purchase Orders Warning
   KK_REQ_ERROR	Budget Requisitions Error
   KK_REQ_WARN	Budget Requisitions Warning
   KK_VCHR_ERROR	Budget Vouchers Error
   KK_VCHR_WARN	Budget Vouchers Warning

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 exception.

6. Follow instructions in the Enterprise Components documentation for the Enable Work Management Exception Page to complete your setup.

7. Use the EPGL3000 permission list to access the Commitment Control WorkCenter.

   This has not changed with the Work Management feature.

Use the Commitment Control WorkCenter page when Work Management is enabled to access and manage transaction errors and warnings in various views.

Navigation:

Commitment Control WorkCenter (Fluid), expand My Work and select a transaction from the Errors or Warnings section in the left-hand navigation.

This example illustrates the fields and controls on the Commitment Control WorkCenter - Source Transaction Warnings for Vouchers when using Work Management.

When Work Management is enabled for a transaction, 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 at the line level. The additional (Work Management) action options depend on the View option selected.

The initial actions for Budget Voucher Warnings are Go to Source Entry and Go to Transaction Exceptions. When Work Management is enabled, additional actions are available depending on the option selected in the View field: See Understanding the Work Management Framework, Actions by View section.

The following example explains how you might approach a long list of voucher budget exception warnings.

Upon enabling Work Management for voucher budget errors, you have a list of nine transactions.

Your first step might be to inactivate all voucher transactions that are NOT true budget errors. For example, you notice that a voucher budget error is overridden by an authorized user and is no longer an issue.

To do this:

1. Select the Actions icon from the Active view.

2. Select Mark as Inactive.

3. In the Exception Comments window, enter text to indicate why you are inactivating the exception, such as, Additional budget is approved by Jane Doe to allow payment of this voucher.

4. Select Done.

   When you change the View to Inactive, you see this exception.

Now you're left with eight exceptions in the Active view. There are two transactions where you want to assign the transactions to yourself for to follow up with the head of an agency. To do this:

1. Select the Update Selected Rows icon.

2. Select the check box for the two rows you want to assign to yourself.

3. Select the Actions button.

4. Select Assign to Me.

5. In the Exception Comments window, verify the Follow Up Date, which defaults from the Work Management page.

6. Enter a comment that describes your action, such as, Follow up with Jane Doe next week regarding multiple budget warnings.

7. Select Done.

8. Click OK to the verification message.

   These exceptions move to the Assigned to Me view until the follow up date is reached. When the follow up date is reached, the system moves the exception into the Active view.

You now have six exceptions that appear in the Active view.