9.2 Using Buyer WorkCenter

Purpose: The Buyer WorkCenter in ctcLink provides users with the ability to analyze, review, and manage requisitions, purchase orders, receipts, contracts, and related data. It offers access to a variety of pages and information to perform daily tasks without navigating between different menus.

Audience: Purchasing staff.

Role required:  ZZ Purchasing WorkCenter

You must have at least one of these local college managed security roles:

  • ZZ Purchasing Workcenter

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

The WorkCenter is divided into two tabs; the Main tab and the Reports/Queries tab.

There are two sections in the Main tab which are My Work and Links. My Work provides information about work that needs to be done that are specific to the business processes in the module. The Links section navigates to commonly used menu items so that you can click directly to the item without leaving the WorkCenter.

There are also two sections on the Reports/Queries Tab which are Queries and Reports/Processes. The Queries section contains the most used queries for your job and allows you to add additional Queries that are useful. The Reports and Processes section contains navigation links to online reports and processes.

Using the Buyer WorkCenter

welcome to the buyer workcenter

Setup of WorkCenter Filters

Navigation: NavBar > Navigator > Purchasing > Buyer WorkCenter

  1. The Buyer WorkCenter displays.

My Work:  Users will need to define the scope of what displays in My Work. Any link that is **red has not been activated. To activate a link, it is necessary to set up a filter to specify parameters used to retrieve the data - such as the user’s Business Unit ID and/or Empl ID.

buyer workcenter red links
  1. Select the Edit Filters hyperlink to open the Edit Filter page.
edit filters link
  1. Select the View All hyperlink to view all links in each section of My Work.
view all link
  1. Select each Configure Link (pencil icon) to open the Configure Scope Links page.
pencil icon to edit filter
  1. The Filter Values page displays.
  2. Input filter parameters, such as Buyer ID and Business Unit ID.
  3. Select OK.
Filter Values page
  1. Repeat the above steps to activate each My Work link displayed in red. The My Work area is ready for use when all filters are activated. Once activated, links will change colors from Red to Blue or Black.
    • Links displayed in Blue indicate active links that have items requiring action.
    • Links displayed in Black indicate active links, but no items in that link require action.

Note:  When changes are made in the Buyer WorkCenter areas, you will be prompted to refresh the pagelet to see your changes. Select on the Refresh icon in that area.

refresh icon

Once the Edit Filters have been activated, optional to personalize how My Work appears.

  1. Select the three dot icon and select Personalize.
three dot icon personalize
  1. The Define User My Work Links page displays.
  2. Select the View All hyperlink or use the arrows to scroll to view pages.
define user my work links
  1. On this page, you can indicate the display order:
    • if you want the groups collapsed or expanded,
    • if the count or link should display,
    • or if the link should open on the Buyer WorkCenter starting page.
my work links section

Field Descriptions on the Personalization Page as shown in screenshot below.

field descriptions

Links in the WorkCenter take you directly to the pages that you need to perform your job functions. You can Select the link to open the page in the Work Area. Or you can Select the icon to the left of the link to open the page in another browser.

Buyer WorkCenter

Reports/Queries tab

Queries - The Queries section displays commonly used Queries for your Purchasing WorkCenter.

Personalize Queries - Optional to personalize the way that the Queries section appears on your WorkCenter.

  1. Select the three dot icon and select Personalize.
three dots to personalize menu
  1. The Define User Query Links page displays.    
  2. On this page you can configure the display order (if the second query should display before the first, then give the second query a Display Order value lower than the first query), the show link, and starting page options.
display order on define user query links
  1. Optional to add Queries to the WorkCenter. Select the plus icon to add a new Query Group.
plus sign to add a new group
  1. Input a Group Label and display order; example below is 'Favorite Queries'.
  2. Scroll down to enter the Query Definition criteria.
group label favorite queries on define user query links
  1. In the Query Definition section, input the Display Order then the Query Name.  
  2. Select the magnifying glass look up tool in this field to use the basic or advanced lookup as needed.  
  3. Optional to select the plus/minus icons at the end of the row to add/delete row(s).
  4. Select Save.
query definitions section
  1. A message will display to refresh the pagelet to see your changes. Select OK.
  2. Close out the Personalization page to return to the WorkCenter.
refresh pagelet to see your changes message
  1. Refresh the pagelet to see your changes. The added Query Group and new queries will then be available.
Favorite queries section in the buher workcenter

Reports/Processes

The Reports/Processes section includes access to frequently used reports and processes. The links in this section take you directly to the Run Control page for the report or process.

Optional to personalize the way that the Reports/Processes section appears in the WorkCenter.

  1. In the Reports/Processes section, select the three dot icon.
  2. Select Personalize.
reports/processes three dots to select sub menu
  1. The Define User "Reports" Links page displays.

The Display order controls how the reports and processes are displayed on the WorkCenter.

The Run Control ID can be added to save time for each report and process. Your customizations are retained by your User ID, so each time you log back in and select a report link, the report runs with the options you saved.

  1. Optional to add reports or processes to the WorkCenter. Select the plus icon to add a new Link Group.
plus sign on reports/processes pagelet personalization
  1. Enter a Group Label name.
  2. Enter the Display Order.
  3. Scroll down to view the Link List section.
group label and display order are defined
  1. In the Link List section, input the Display Order.
  2. Select the Define hyperlink.
Link List section
  1. Choose the Select Menu Item link.
select menu item link on define link pagelet
  1. The Select a Content Reference window displays.
  2. Use the plus icons within the folders to expand/collapse the content references.
  3. For Purchasing, drill down to select the report or process as desired.
select a content reference pagelet
  1. Optional to select the Override Label box to input a different label if needed.
  2. Select OK.
select ok on define link pagelet
  1. Optional to input your existing Run Control ID for the report/process and configure it to:
    • Show Link
    • Starting Page
    • Open in New Window
  2. Select Save.
select save on define user reports links
  1. A message will display to refresh the pagelet to see your changes. Select OK.
  2. Close out the Personalization page to return to the WorkCenter.
refesh pagelet to see changes message
  1. Refresh the pagelets to view the changes.
select refresh icons
  1. Process complete.

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