AP WorkCenter available for use – ONE PLACE FOR SCREENS/QUERIES!

posted Mar 7, 2014, 4:03 PM by Peyri Herrera
If you use AP functions in PeopleSoft, please check out the new Accounts Payable WorkCenter at Main Menu > Accounts Payable > Accounts Payable WorkCenter. This is a one-stop shop for viewing vouchers, creating/deleting vouchers, accessing suppliers, and running reports and queries. For screenshots, please refer to Using the Accounts Payable WorkCenter v1.0.pdf.

Main tab: In the top half of the pane, view vouchers (unpaid, incomplete, and so on). In the bottom half of the pane, create vouchers, access suppliers, and review information. When you click any link, information appears on the right side of the screen.

Reports/Queries tab: In the top half of the pane, run queries (unpaid vouchers, for example) which you can view as HTML or export to Excel for filtering. In the bottom half of the pane, run reports using your own run controls.

NOTES:
  • One-time setup. Prior to using the AP WorkCenter for the first time, click Edit Filters and do a one-time setup. In the window that appears, click each Edit Filter red pencil icon, set your business unit, click Apply, and click OK. Do this for each link label, like Unpaid Voucher Status, Incomplete Vouchers, and so on.
  • Match Exceptions Exist link. Currently the Match Exceptions Exist link returns an error. This is being addressed by MITI and will be fixed in the near future. In the meantime, use the report available in the WorkCenter. Click Reports/Queries and run the Match Exceptions report. NOTE: On first time use, create a run control with the name of your choice (no spaces in the name).
  • Other WorkCenters in development! A Purchasing WorkCenter and General Ledger WorkCenter are in development. Please look for information about them in a future announcement.