Entering and approving non PO payment requests can be an extremely time consuming and costly process for many organizations. Now, with PeopleSoft Payment Request in Fluid UI, all employees can follow the intuitive navigation to submit ad hoc payment requests without the need for assistance from Accounts Payable. PeopleSoft Fluid Payment Request provides enhanced self service, allowing employees to submit payment requests while on the go, from a tablet or mobile phone.
To access the Payment Request feature, users simply click on the Payment Request Center tile on the Fluid Employee Self Service homepage. From the Payment Request Center page, users can view all recent Payment Requests as well as any messages on Payment Requests sent by the organization’s designated request approvers. Users can also filter to find the exact Payment Request that they are looking for.
An activity guide walks users through the easy, four step process to create new payment requests:
Step 1: Enter in Invoice Summary Details
Users can follow along, entering in information such as invoice number and date, cost and description. After entering in the Cost Sub-Total along with any other costs such as taxes or freight charges, a total amount is automatically calculated. The Fluid Payment Request also has the ability for users to upload attachments to a request, such as an invoice or other related documentation during this step.
Users can follow along, entering in information such as invoice number and date, cost and description. After entering in the Cost Sub-Total along with any other costs such as taxes or freight charges, a total amount is automatically calculated. The Fluid Payment Request also has the ability for users to upload attachments to a request, such as an invoice or other related documentation during this step.
Step 2: Enter Supplier Information
After entering in invoice summary details, users are prompted to enter supplier information, allowing a search by Supplier Name or Supplier ID. If a new supplier needs to be entered into the system, users can click on the “Enter New Supplier” button to fill out the necessary details and add them to the request.
After entering in invoice summary details, users are prompted to enter supplier information, allowing a search by Supplier Name or Supplier ID. If a new supplier needs to be entered into the system, users can click on the “Enter New Supplier” button to fill out the necessary details and add them to the request.
Step 3: Enter Invoice Details
In the third step of the activity guide, users are prompted to enter invoice line details such as quantity, unit and unit price. Users can search by Item ID to look through all of the items found within PeopleSoft, and can then add that item to the invoice details page. In addition to invoice and supplier information, users can enter in the accounting information as well. Fluid Payment Requests utilize predefined Accounting Tags, which automatically enter in accounting details for that line of the request.
In the third step of the activity guide, users are prompted to enter invoice line details such as quantity, unit and unit price. Users can search by Item ID to look through all of the items found within PeopleSoft, and can then add that item to the invoice details page. In addition to invoice and supplier information, users can enter in the accounting information as well. Fluid Payment Requests utilize predefined Accounting Tags, which automatically enter in accounting details for that line of the request.
Step 4: Review and Submit
In this final step, users are prompted to review all of the information entered before submitting the payment request. After the request is submitted, users can view the approval history and see who the designated approver is.
In this final step, users are prompted to review all of the information entered before submitting the payment request. After the request is submitted, users can view the approval history and see who the designated approver is.
Within Fluid UI, approvers can access one, convenient location to view all pending payment requests, cutting down on navigation by removing the need to flip between pages. Through the Pending Approvals page, the approver can filter through requests and group requests (such as by date, type or person), view approval details and approve or deny the request directly from the page.
By utilizing Fluid Payment Requests, organizations can cut down on processing time and allow for a faster turnaround of payments. Fluid Payment Requests streamline organizational operations and allow Accounts Payable departments to focus strategically on other important tasks, cutting down their workload to reviewing, auditing or correcting.
For more information about Fluid Payment Request and other features found in PeopleSoft FSCM 9.2, click here to access the Oracle PeopleSoft FSCM 9.2 Payables PeopleBook.
