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Content tagged 'WorkCenter'

February 24, 2017
By Frederic Portal, Ataway Director of Strategy & Alliance

PeopleSoft FSCM 9.2 introduces the PeopleSoft Inventory Cost Balancing WorkCenter as a means to streamline period close operations. The PeopleSoft Inventory Cost Balancing WorkCenter is designed specifically for managers to help them close the Inventory Cost Ledger prior to a period close. Customers can utilize this WorkCenter to ensure that all accounting line items are balanced with all costs in the Inventory Ledger. This Fluid WorkCenter provides a consolidated, convenient location for managers to view transactions and take action accordingly. Here are the top 6 benefits of utilizing the PeopleSoft Inventory Cost Balancing WorkCenter to finish the period-close inventory ledger processes. 

September 3, 2016
By Deepa Saoji, PeopleSoft Expert

With the introduction of Scope View with the release of PUM 19, PeopleSoft application users can now customize their dataset to view a limited list, rather than viewing the entire dataset at once. Users can define different filter sets for the same pagelet, controlling what they see. Here are three simple steps to set up the Scope View for WorkCenters. 

October 10, 2015
By Frederic Portal, Ataway Director of Strategy & Alliance

The PeopleSoft Payroll WorkCenter is easy-to-use and helps your administrators proactively monitor and control payroll transactions using key alerts, queries, links, reports and processes. The dashboard presents the work as metrics of earnings, deductions and payments.

The WorkCenter is divided up into two tabs. The first “Main” tab outlines all of the processes involved in your organization’s payroll. The second tab, the “Reports” tab, provides navigation to all queries and supporting analytics (comparative earnings, deductions by deduction code, etc.) created using Pivot Grid functionality. 

May 30, 2014
By Frederic Portal, Ataway Director of Strategy & Alliance

In our post “Revolutionize the way you work with PeopleSoft WorkCenters!”, we discussed the value of upgrading to PeopleSoft 9.2. WorkCenters, which have been greatly improved in 9.2, are a one-stop-shop for business users to process, conduct transactions, take action on alerts and view reports and analytics. The way built-in intelligence delivers within the WorkCenter facilitates multitasking, guides the user on their work priorities and helps them resolve exceptions and bottlenecks quickly. As you may know, WorkCenters leverage the PeopleTools dashboard framework so that you can create operational dashboards quickly and easily for any role or purpose your enterprise needs.

Often, customers ask us how difficult it is to create a WorkCenter. Watch the video above, and you will learn how to create one in less than 5 minutes!

You need to keep in mind that it will take a little more time to create “My Works” links from scratch. The PeopleSoft team spent a lot of time discussing with customers to make sure they received all the “My Work“ links they needed, so it is highly likely that you will find the ones that best fit your needs.

Consult with Ataway’s Team of Experts today, and learn how we you can implement the new WorkCenters during your PeopleSoft 9.2 upgrade.

May 23, 2014
By Frederic Portal, Ataway Director of Strategy & Alliance

Managing an organization’s assets effectively will help maximize cash flow and minimize expenses, which in turn will positively impact your bottom line. Previously, it was difficult, for asset intense organizations, to achieve as it required a system that was integrated with multiple applications (PO, AP, GL, and others).  With the PeopleSoft Asset Management 9.2 WorkCenter, your process and work will be drastically improved!

The WorkCenter streamlines your business processes by providing your Asset Clerks and Asset Accountants the ability to proactively monitor and control key assets using key alerts, Queries, links, reports processes and Dashboards. The WorkCenter provides a centralized workspace that helps increase visibility and control over the processes that are essential to an optimum management of fixed assets.

PeopleSoft Asset Management Dashboards present your work as a metric of Asset acquisition, cost, depreciation and retirements. You can leverage the new Pivot Grids functionality to add dashboards at really low efforts (you can read more in our previous blog post: Pivot Grids : Unleash the power within PeopleSoft!)

The My Work page shows you a list of links of pending transitions from other applications. My Work allows Asset Clerks and Asset Accountants to view and edit their most commonly-used components and be alerted to items that require their attention. The number close to the link indicates the number of transactions pending, helping the user focus on tasks to accomplish.

The Pending Transactions group level displays asset transactions with a processing status of pending by clicking on AP/PO Transactions the transaction area will refresh with a grid with the details of the transactions. The user will be able to select multiple transaction an action them.

The Exceptions group level includes Pre-Interface Lines in Error, Interface Lines in Error, Pending Depreciation Calculations, Depreciation Process Logs, Pending Depreciation Reports and Pending Accounting Entry Creations.

The My Links page’s purpose is to minimize the number of clicks to access critical components and pages. By clicking any of the links on the page, the transaction area will refresh with the destination page. You can add provide access to internal links and external links.

The Queries section of the Reports/Queries tab can include links to Query Manager, public queries, private queries and actionable operational analytics (such as grids and graphs). Click on any link in the Queries pagelet to display the query or analytics in the transaction area of the WorkCenter. As system administrator, you can add queries to this pagelet and determine if an end user can add public queries in Query Manager. The Queries group level includes PO/ AM Reconciliation, AP/AM Reconciliation, PC/AM Reconciliation, Incomplete Procurement Groups, Assets with Inactive Chartfields, Pending Depreciation Close, Lease Expiration, Fully Depreciated Assets based on the date entered and the asset’s End Depreciation Date.

Finally, the Reports/Processes pagelet provides access to system-defined reports and processes for which the user has appropriate permissions.

The PeopleSoft Asset Management 9.2 WorkCenter offers a complete solution to manage assets, simplifying the work of the Asset Clerks and Asset Accountants by improving their efficiency at least 55%. Implementing this WorkCenter will definitely have an impact on your bottom line and improve user satisfaction!

Watch a video from PeopleSoft below on how to configure WorkCenters:

February 28, 2014
By Frederic Portal, Ataway Director of Strategy and Alliance

PeopleSoft released the PeopleSoft In-Memory application to help Chief Financial Officers and Finance Executives drive business performance through faster, well-informed decisions based on real-time simulations of business and regulatory changes. Today’s environment is challenging for CFOs to keep reducing costs, maximize productivity, find tools supporting financial decisions that impact the bottom line and, finally, reduce decisions based on historical data or estimates. CFOs need a global view of their organization and the ability to forecast the effect of the business world – and spreadsheets are far from it.

November 22, 2013
By Frederic Portal, Ataway Director of Strategy and Alliance

PeopleSoft 9.2 introduces a new paradigm shift in how users get work done in PeopleSoft. WorkCenters are a onestop shop for business users to process, conduct transactions, take action on alerts and view reports and analytics. The built-in intelligence delivers within the work center facilitate the multitasking very easy and seamless without losing focus. The system guides the user on their work priorities and helps them resolve exceptions and bottlenecks quickly. WorkCenters can be cross-functional and are highly configurable. Based on the user roles and permissions the user the WorkCenters will deliver a personalized content to the users. The WorkCenter combines transactions, analytics, workflow notifications, and reports into a configurable framework that can be tailored to each role-based user in the enterprise. The WorkCenters were designed for areas with high-volume users, such as a Billing or Payables clerk in the Financials department, so that users gain greater productivity and spend less time navigating the system and dealing with exceptions. PeopleSoft WorkCenters simplify the process and reduce the time and effort it takes to perform a business process.

The WorkCenters delivered within PeopleSoft 9.2 leverage the PeopleTools WorkCenter framework and Applications WorkCenter framework. PeopleSoft 9.2 delivered preconfigured WorkCenters with a set of pagelets and links. You can easily add more pagelets and use the delivered framework to personalize the look and feel of the pagelets.

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