Utilizing the Receivables WorkCenter:

Purpose: This job aid covers setup and utility of the Receivables WorkCenter.

 

* To use the Receivables WorkCenter My Work links, one time setup to Edit Filter values is required.

 

The key topics are:

    • To­­­­­pic 1: Setup My Work Filters
    • Topic 2: Navigating and Using the Receivables WorkCenter


While this job aid is specific to the Receivables WorkCenter, a high-level overview of Fluid WorkCenters video can be found here.

Topic 1: Setup My Work Filters

Step 1: On the Financials homepage, click on the Receivables & Deposits tile.

Step 2: In the left pane, click the Receivables WorkCenter.

Step 3: Notice that most or all My Work items are red and inaccessible. Filters must be set up for your User ID. Click the gear icon and then click Edit Filters.

­Step 4: If not already expanded, click each of the filter group headings (Cross Module Transactions, Payments, Items, and Exceptions) to show all My Work items for each section.

Step 5: Click one of the filter ID rows to edit your filter values for the specific filter ID. 



Step 6: Enter necessary information in both required and optional fields. For the below example enter:

    • Group Unit: Click the eyeglass icon to select the Group Unit.
    • Dept Descr: Click the eyeglass icon to select the department.
    • Enter any additional filter values you’d like to set now.


Click Done.



Step 7: All My Work items that utilize this filter will now be accessible and automatically filtered by the values selected. If there are still red, inaccessible My Work items, repeat steps 3-6 for any other unique filter ID’s still requiring setup.


Note: My Work links will only show My Work items included in the criteria set in Edit Filters. If you intend to see My Work items outside these criteria, filter values will need to be adjusted. 


* Pro Tip: For My Work links that have an extensive number of results, such as the Open Items My Work link, enter additional filter criteria to bring the counts down and improve WorkCenter performance




Topic 2: Navigating and Using the Receivables WorkCenter

Step 1: On the Financials homepage, click on the Receivables & Deposits tile.

Step 2: In the left pane, click the Receivables WorkCenter.


Step 3: The Receivables WorkCenter contains four sections/pagelets:


    • My Work: Links display user-specific alerts for tasks pending action, needing attention, or pending approval.
    • Links: Direct links to related Receivables pages.
    • Queries: Direct links to existing relevant PeopleSoft queries.
    • Reports/Processes: Direct links to pages containing reports or processes.

The links available in each section are dependent on user roles.



Step 4: In the My Work section, click on the link of the pending My Work task you’d like to work on. Rows pending action/needing attention will appear. Depending on the My Work link selected, you will be able to:

    • View and action individual items all from one page by clicking the arrow button in the righthand ‘More’ column associated with the row you’d like to update (in red)
    • Or perform Actions on one or many rows at a time by selecting the checkbox next to the row(s) you’d like to work on, click the Action button, and select an Action to perform (in blue). Some actions can only be performed when only one row is selected.  
       


Step 5: In the Links section, open the folder related to the page you want to access. Click the direct link to the page. The page will open on the right and will be accessible without leaving the WorkCenter. 



Step 6: In the Queries section, open the folder related to the query you want to access. Click the direct link to the query. Enter necessary criteria and click View Results. The query results will display within the WorkCenter.



Step 7: In the Reports/Processes section, open the folder related to the report/process you want to access. Click the direct link to the report/process. The report/process page will open on the right and will be accessible without leaving the WorkCenter. 



Step 8: Clicking on pagelet headings and sub folder headings allows the user to expand and collapse sections as necessary.



Audience: All Accounts Receivable (AR) users

Author: Camille Beaulieu
Version: v1