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PeopleSoft Fluid and Classic WorkCenter Scope

PeopleSoft Fluid and Classic WorkCenter Scope was introduced in PeopleSoft FSCM Update Image 19 in June 2016. If enabled, PeopleSoft Fluid and Classic WorkCenter Scope allows the end user to select filters to better narrow, or filter, the content in their WorkCenter. One scope or multiple scopes can be defined. When the end user changes scopes, they are changing the set of filter values applied to all the configured My Work links. This gives them the ability to quickly change between work for different operations with one drop down list selection.   Users may want to setup scopes for different regions, groups of buyers, groups of business units, etc.

Here is an example for WorkCenter Scope setup in the Billing WorkCenter.

As you can see from the image below, there are multiple scopes defined for geographic regions. Users can configure their own scope based on the criteria needed.

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When a new scope is selected, the work information in My Work changes to reflect the content of that scope.

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To edit the scope, click on the pencil and it will bring up the current scopes. You can edit or add.

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If we look at North America, we can see the scope matches that content in My Worklist.

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Clicking on the edit, allows us to define what is going to be presented in that worklist. For instance if we edit invoices not finalized, we can see the filter options available to the user.

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workcenter-scope-6This can present some good options for users if they do work across business units, work certain invoices, billing specialists work a joint list, etc.

If you would like more information on PeopleSoft Fluid or Classic WorkCenter Scope or have any other questions, please contact me at larry.zagata@miproconsulting.com.

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