Using the Business Management Workcenter
Summary
In this article, you will learn the steps to monitor your department's daily financial activity in the Business Management Workcenter.
Body
Overview
All workcenters are arranged in the same tabs and pagelets. The links provided are intended to help you navigate through "a day in the life of a Business Manager." The queries and links are provided to easily find outstanding transactions that are not moving through the process as they should.
In this article, you will learn the steps to monitor your department's daily financial activity in the Business Management Workcenter.
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The Business Management Workcenter Main tab is displayed.
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The left side of the Workcenter page is called the pagelet area.
There are two tabs, Main and Reports/Queries, with two pagelets on each.
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The right side of the page is the transaction area. This is the area where you will work on your selected tasks.
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To collapse the My Work secion, click the My Work kebab button
Note : Links may be added here at a later time.
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Click the Minimize option.
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The Links menu includes links to other pages for viewing data. You can use these links to view related transactions and their statuses.
Note : Additional queries may be added at a later time.
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From the displayed links, choose the appropriate hyperlink for the information you wish to view.
Example shown here: Create/Update Journal Entries link.
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To expand the work area, click the Collapse arrow to the right of the Business Management Workcenter header.
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After you have reviewed the information on any of the linked pages, you can expand the menu section to complete your next task.
Click the Expand arrow in the upper left corner.
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To run a query, click the Reports/Queries tab.
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The Reports/Queries tab is displayed and contains two sections containing information related to Travel Authorizations and Expense Reports
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Hovering over the Resize Workcenter Pagelet button between the pagelets activates your cursor into a double-sided arrow. This allows you to click and resize the pagelet to show more or less of the available options.
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Click the link for the appropriate query.
Example shown here: Entry - Pending User Submission link.
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The parameters page for the selected query are displayed.
This page shows the required search parameters (above the View Results button) to enter.
The displayed header contains the related information generated when you run the query. .
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The percent sign (%) in a required parameter field indicates a wildcard. You can use this sign to search using partial information.
Note : Using the wildcard (%) alone will return all available results and can cause system issues for large data sets.
Click the View Results button to run the query.
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The results for the selected query are displayed.
You can download the results into other programs for analysis by clicking on the hyperlinks shown.
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Additional Information:
The progression of a transaction includes some common steps for all types.
- Transaction Entry: Transactions are entered into the system by initiators and submitted into the approval process. The system provides status updates as the transaction goes through each step so that the Business Manager can monitor whether or not there are problems with transactions. The last step is to submit the transaction into the approval workflow.
- Moving through Workflow: Once submitted for approval, workflow records the status of the approval (i.e., pending, approved, denied, etc.) A review of workflow shows the Business Manager what transactions are not moving through the approval process as they should.
- Checking for Budget: A budget check step is included in the business processes. This is typically a system process performed on the transaction that checks whether sufficient budget exists to cover the transaction.
- Processing the transaction: Pages and queries exist to monitor the status of the overall process.
The Links are provided to view pages that allow you to look at the entry or view pages for original transactions to look for any problems that are blocking completion. For example, you can review ChartFields, chartstring combination and the approval flow map.
Queries are provided to further monitor activity for specific departments to take a quick look at the status to see what is not moving forward.
Reports may be added to provide additional information to analyze any errors that you find.
Details
Details
Article ID:
148566
Created
Sat 9/24/22 10:47 PM
Modified
Fri 4/11/25 2:31 PM