Transcript PowerPoint Slides

Introduction to Workcenters
Julie Thompson, ITS
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Background
• Workcenters were introduced in version 9.2
• Designed to be a “one stop shop” for users
• Users can not only view transactions that
need attention, but can take action from the
Workcenter itself (budget check, matching, etc.)
• The Accounts Payable and General Ledger
Workcenters were the only ones deployed
with upgrade 9.2
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Security Roles needed
• For AP Workcenter
BOR_AP_WORKCENTER
BOR_AP_DASHBOARD
BOR_WORKCENTER_USER
• For GL Workcenter
BOR_GL_WORKCENTER
BOR_GL_DASHBOARD
BOR_WORKCENTER_USER
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Pagelets
• My Work
– PeopleSoft delivered links
• Links
– Menu Items and external URLs
• Queries
– Originally only those BOR queries that had been
added by ITS
– Users are now able to add their own queries
• Reports/Processes
– Menu items and URLs
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AP Workcenter
Main Menu > Accounts Payable > Accounts Payable Workcenter
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AP Workcenter
In order to use the Accounts Payable or General Ledger WorkCenters,
users will need to define their business unit for each work link.
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Edit Filters
• Can now use the ‘in’ or ‘between’ operators to get both
primary business unit and “B” business unit vouchers
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Personalize Pagelet
• Use Personalize on Pagelet to hide items, change the
display order, or make that item your starting page
when opening the Workcenter
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Refine criteria
• Use ‘Refine Criteria’ to temporarily narrow
down results
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Refine criteria
•
Same criteria as
Edit Filters, but
these will revert to
the criteria saved in
Edit Filters the next
time the link is
initialized
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Personalize Grid
• Use Personalize on grid to choose fields to display
and sort order
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Export to Excel
• Results displayed in grid are able to be downloaded
to Excel (true throughout PeopleSoft)
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Adding a query
Go to ‘Personalize’ on the Queries pagelet
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Adding a query
•
•
Can add Public or Private queries
Description is what will display on the Workcenter. To display
the query name, choose the Override Title checkbox and copy
the query name into that field
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Adding a query
Note: This icon opens the item in a new window
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Adding menu items, URLs, reports
• Currently, if users are granted the right to add
menu items, it also grants the ability to add
URLs
• For now, queries are the only items that users
can add
• Submit requests for additional menu items,
URLs, and reports/processes to ITS via the
helpdesk
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New Workcenters
• In release 5.0 (mid-November) new Asset Management….
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New Workcenters
….and Buyer Workcenters will be deployed
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Questions
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