Requesting Resources Using Service Orders

This chapter provides an overview of service orders and discusses how to:

Create and modify service orders.
Create service orders from templates.
View and manage service orders and resource requests.

Understanding Service Orders

In PeopleSoft Resource Management, you can request services for a customer by using a service order. The service order form captures information about the engagement and includes one or more resource requests. The resource request section of a service order captures data that is needed to find qualified resources to work on the engagement. Each resource request can have a unique set of skill and date requirements. You can request multiple resources on a single resource request, provided that the same requirements apply for each. Resource Matching uses the specifications in the service order and resource request to search for available, qualified resources.

This section lists prerequisites and discusses:

The service order form.
Service order and resource request status.
Service order templates.
Service order workflow.

Prerequisites

Complete these steps before you work with service orders:

Set up customers and contacts.

See Maintaining General Customer Information, Maintaining Contacts.
Define service order priorities.

See Defining Service Order Priorities.
(Optional) Define service order default values.

See Defining Service Order Defaults.
(Optional) Create qualification profiles.

See Creating Qualification Profiles.
(Optional) Create service order templates.

See Creating, Updating, and Deleting Service Order Templates.

The Service Order Form

The service order form consists of two tabs—Resource Requests and Order Summary. The Resource Requests tab contains the details of each resource request on the order. The Order Summary tab contains header information, a summary of the requests, and links to other service order options.

By creating a service order, you can:

Capture customer resource requirements that you can fulfill at a later time.
Capture customer resource requirements that a different user can fulfill.
Provide an audit trail of customer orders that you can analyze to track metrics.

When you first access the service order form, specify the dates, hours per day, and qualifications or keywords that Resource Matching uses to find the best resources for the job. You can define project team requirements by creating a resource request for each project role, and you can request multiple resources to fulfill a role.

When you are ready to finalize the order, enter additional details about the project and customer, and identify the organization and person that are responsible for fulfilling the order.

As the order proceeds through the approval and fulfillment processes, use the form to:

Review fulfillment progress and the assigned resources.
Capture additional information or customer requirements for the order.
Review an order for completeness and understand the requirements prior to processing.

Service Order and Resource Request Status

Service order status indicates where the order is in the fulfillment process. The system automatically updates status based on the fulfillment progress of the associated resource requests; you can change the status manually at any time.

This table lists the service order status values that specific actions or processes trigger:

Service Order Status	Triggering Action or Process
Draft	Click the Save for Later button on the Resource Requests or Order Summary tab. Use this option to save a service order to return to at a later time if all of the required fields aren't entered or the order is not ready for submission.
New	Click the Save and Submit button on the Order Summary tab. Use this option to save a new service order and submit it to the person who is responsible for staffing to begin the fulfillment process.
Open	Manually change the status to Open. Use this status to indicate that you no longer consider an order to be in New status (for example, if you have reviewed it but have not yet made assignments).
In Process	Create an assignment in any status for at least one resource request on this service order.
Canceled	Cancel all resource requests on a service order. This action automatically cancels the service order. Use this status to indicate that the customer canceled their order for services. Note. You cannot cancel a service order that is in a Draft status. You can delete a Draft service order using the Delete Service Order page.
Closed	Create assignments with a status of Assigned to fulfill all of the resource request quantities on this service order. Cancel the last open resource request on a service order that contains other resource requests that are in a Closed status. This action automatically closes the service order.

A resource request status indicates where the individual request is in the fulfillment process. The system updates status automatically based on fulfillment progress; you can change the status manually at any time.

This table lists the resource request status values that specific activities or processes trigger:

Resource Request Status	Triggering Action or Process
Open	Create a new resource request.
Canceled	Manually change the resource request status to Canceled. Cancel the service order for this resource request if there are no assignments associated with the request. This action automatically cancels the resource request. Remove or cancel a generic resource that is associated with this resource request from the Resource page or Manage Generic Resources page in PeopleSoft Program Management. This action automatically cancels the resource request.
Closed	Create assignments with a status of Assigned to fulfill the quantity of resources who are requested on this resource request. Manually change the resource request status to Closed.

Service Order Templates

Service order templates reduce the amount of work that is required to create a service order by prepopulating many of the field values that are needed to create a new service order. You can create one or more standardized service order templates to use where similar or repetitive projects must be staffed.

Service order templates populate fields on both service order tabs—Resource Requests and Order Summary. A template may also include multiple resource request lines.

Information that is stored on service order templates automatically populates new service orders when you use this option. You can then modify any default values or enter additional information as needed.

Service Order Workflow

Workflow options for service order processing or notification messages are specified for the business unit during implementation. If workflow options are enabled for the business unit, these actions may occur:

When a service order is submitted, a notification of a new service order is routed to the worklist of the person who is identified on the service order as responsible for staffing the order.
If the person who is responsible for staffing the order changes, a notification of the service order is routed to the worklist of the new responsible person. An email notification of the changed service order is also sent to the new responsible person.
Each time the service order status changes, the system sends an email notification to the person who is responsible for staffing the order (unless that is the person who made the change) and to the interested parties who are listed on a service order.

Creating and Modifying Service Orders

This section discusses how to:

Define resource requests.
Specify qualifications and notes.
Specify keywords.
Enter order summary information.
Define owning organizations.
Access additional service order options.
Add additional resource request information.
Enter multiple date ranges on resource requests.
Change locations or contacts.
Recommend resources.
Save service orders.

Pages Used to Create and Modify Service Orders

Page Name	Object Name	Navigation	Usage
Resource Requests	RS_SO_REQUESTS	Resource Management, Request Resources, Create or Review Service Order, Resource Requests	Specify the required dates, qualifications, and keywords to use when searching for resources to fulfill service orders.
Resource Qualifications - Select Qualification Profile	RS_SELQUALPROFILE	Click Profile on the Resource Requests page. Click Profile on the Express Search page.	Specify resource qualifications from existing qualification profiles.
Resource Qualifications - Search for Qualifications	RS_QUALIF_SRCH	Click List on the Resource Requests page. Click List on the Express Search page.	Specify resource qualifications from a list of qualifications.
Resource Qualifications - Select Competencies	RS_SO_COMP	Click Competency Tree on the Resource Requests page. Click Competency Tree on the Express Search page.	Pick resource qualifications from the Competency tree.
Qualification Detail: <Qualification>	RS_QUALIF_DETAILS	Click Details on the Qualifications grid.	Specify additional details about requested license, language, or single-value flexible attributes.
Order Summary	RS_SO_SUMMARY	Select the Order Summary tab on the Resource Requests page. Click Complete Order on the Resource Requests page.	Enter customer, project, and organizational information for service orders.
Service Order Owning Organization - Select an Organization	RS_ORGTREESEL_SEC	Search for an Owning Organization on the Order Summary page. Click the Advanced Search link or the Basic Search link.	Select organizations that are responsible for delivering services.
Service Order - Interested Parties	RS_SO_INT_PARTY	Click Interested Parties on the Order Summary page.	Enter people to be notified if service order statuses change and workflow is enabled.
Service Order - Service Order History	RS_SO_HIST_SEC	Click Order Comments and History on the Order Summary page.	Review or add comments that are specific to service orders.
Customer Information	RS_CUST_INFO1	Click Location Details on the Order Summary page. Click Change Location / Contact Information on the Order Summary page and then click Location Details on the Service Order - Location and Contact Details page.	View customer profiles. Modify PeopleSoft Resource Management-specific information on customer profiles.
Contact Profile	RS_CONTACT_INFO1	Click Contact Details on the Order Summary page. Click Change Location / Contact Information on the Order Summary page and then click Contact Details on the Service Order - Location and Contact Details page.	View information about customer contacts.
Service Order - Additional General Information	RS_SO_SUMM_MORE	Click Additional Information for a specific resource request on the Order Summary page.	Enter desired values for flexible resource attributes that are specific to the resource request line.
Service Order - Detailed Date Ranges	RS_SO_DETAILDATES	Click Use Multiple Date Ranges or View Multiple Date Ranges for a specific resource request on the Resource Requests page or Order Summary page.	Define additional date ranges if the specified request is for resources to work in noncontiguous intervals.
Service Order - Location and Contact Details	RS_REQ_LOCCNTC_SEC	Click Change Location/Contact Information for a specific resource request on the Order Summary page.	Enter location and contact information that is specific to the resource request line.
Service Order - Recommend Resources	RS_SO_RECOMMEND	Click Recommend Resources for a specific resource request on the Order Summary page.	Recommend resources for the specified resource request.

Defining Resource Requests

Access the Resource Requests page.

The service order business unit that you select on the Add a New Value page when you first enter this component controls:

Workflow.
The list of projects and customers that you can select for the order.

The default values that appear on the Resource Request page are based on service order default values and the origin of the service order. For example:

If you create a service order from the Express Search feature, the specified dates, hours per day, qualifications, and keyword values appear on the Resource Requests page.

In addition, resources who are in the Considering grid on the Express Search page when the service order is created are associated with this request as recommended resources.
If you create a service order from the Manage Generic Resources page in PeopleSoft Program Management, the values for primary project role, quantity, description, hours per day, and date range appear on the Resource Requests page.

Order description and project appear on the Order Summary page.

Your ability to edit fields or select certain field values is based on your user role and the origin of the service order.

Service Order

Displays the service order ID that you entered or that the system autogenerated. Autogenerated values appear as NEXT until you save the assignment.

Note. All service order IDs and service order template IDs must be unique.

Entered by and Date

Displays the name of the user who creates the order and the system date on which the user created it.

Customer

Select the customer who is requesting the services. The customer must have a valid customer ID.

Note. If PeopleSoft Contracts is not installed or if no project is entered on the service order, the customer prompt table shows a list of customers who are associated with the setID for the service order business unit. If you enter a customer ID first and then enter a project ID, and that project is not affiliated with the customer through a contract, the system issues a warning message at save time. This warning reminds you that the selected customer is not associated with the project that was selected for the service order.

Resource Request

Project Role	Enter the position that is to be filled on this resource request. If the resource request is created in PeopleSoft Program Management, the primary project role populates this field and is not editable. You must enter a project role if you want to create assignments in a status of Assigned or Reserved from the Staffing Workbench for this resource request.
Quantity	Enter the total number of resources who are required to fulfill the resource request. This is the number of resources that you require on the same dates with the same skill set. This field is not editable if the value is populated from PeopleSoft Program Management. After you submit a service order, the fulfillment progress appears beside the Quantity field. For example, if you request two resources, upon submission the fulfillment progress appears as 0 of 2 Assigned; the system updates this value when you assign resources.
Status	Displays where the individual resource request is in the process of being fulfilled. The system automatically updates the status based on fulfillment progress; you can change it manually at any time. When you submit a service order, the resource request status becomes Open. This field is visible only after you submit a service order. See Service Order and Resource Request Status.
Description	Enter a description of the resource request in 30 characters or fewer. This description is used in other parts of the system to identify the request.
Category	Enter the task category for assignments that you create for this resource request. The default value is based on the origin of the service order as follows: If the service order is created directly in PeopleSoft Resource Management, the default value in this field is based on the Default Task Category for Assignments field on the Installation Options - Resource Management page. If the service order originates from the Manage Generic Resources page in PeopleSoft Program Management, the default value in this field is based on the Category field for this generic resource on the Resource Detail page in Program Management. You can modify the default task category to any category that is specified for assignments on the Task Categories page. This field is required to submit a service order for fulfillment. Note. If you change the default task category value on the Installation Options - Resource Management page, the system does not update the task category value on existing service orders.
Pool ID	Enter the resource pool from which to search for resources, or leave the field blank to consider resources from all pools.
Region	Enter the region from which to search for resources, or leave the field blank to consider resources from all regions.
Personnel Status	Select Employee or Non-Employee to search for resources with a specific personnel status, or leave the field blank to consider resources with either status.
Start Date and End Date	Enter the dates that the assignment is expected to start and end. Click the calendar next to the start and end dates to select those dates. You can enter the start date and days of work and the system calculates the end date. If you require the resources for multiple, noncontiguous date ranges, you can leave these fields blank and click the Use Multiple Date Ranges link to enter date information. When you return to this page after entering multiple date ranges on the Service Order - Detailed Date Ranges page, the Start Date and End Date fields display the first start date and last end date for all date ranges. Start date, end date, days and hours of work per day are required to submit a service order for fulfillment. The resource request start date, end date, days and hours of work per day are used by Resource Matching to find available resources.
Hours per Day	Enter the number of hours per day that the resource is requested to work. This field is blank if you require the resource to work for multiple date ranges.
Days of work	Enter the number of work days that are required to complete the job. If you enter start and end dates but not the days of work, the default value is the number of work days between the start and end dates. You can use dates and days of work to indicate a date range that is longer than the estimated days of work. For example, you can specify start and end dates that are three months apart and enter days of work as 30, indicating that the thirty-day job can be completed at any time during those three months.
Late Start Date	Displays the latest date that the resource can start the assignment and still complete it by the end date. The system calculates this field based on the end date and days of work values.
Partial Days Acceptable	Click if part-time work is acceptable on this project. This option impacts Resource Matching because it indicates that the resource is not required to have a full day available every day to be considered a strong fit for the request. As such, Resource Matching evaluates part-time resources, and the Availability fit scores of partially available resources are higher than they would be if you don't select this check box.
Trainees Allowed	Click if trainees are acceptable on this project. Typically these are resources who observe for evaluation purposes the resource who is assigned to a project. This field is used for informational purposes only.
Use Multiple Date Ranges and View Multiple Date Ranges	Click the Use Multiple Date Ranges link to access the Service Order - Detailed Date Ranges page and enter multiple date ranges and hours per day for this resource request. When you enter multiple date ranges and return to the Resource Requests page or Order Summary page, the link name changes to View Multiple Date Ranges. See Entering Multiple Date Ranges on Resource Requests.
Complete Order	After you specify qualifications, keywords, and notes, click the Complete Order button to proceed to the Order Summary page and enter project, customer, and organization details.

Specifying Qualifications and Notes

Select the Qualifications tab on the Resource Request page to specify the desired accomplishments, competencies, and flexible qualification factors for the requested resource. You can specify qualifications based on a predefined qualification profile, look up specific qualifications from a list, or select competencies from the Competency tree. You must specify at least one keyword or one qualification on every resource request in the order. Resource Matching uses qualifications to find qualified resources.

Qualifications that appear as default values on service order resource requests that are created directly in PeopleSoft Resource Management are from the qualification profile, if one exists, of the specified role.

If you create a service order from the Manage Generic Resources page in PeopleSoft Program Management, the system populates the qualifications and notes on the resource request from the Update Generic Resource Qualifications page for the generic resource in PeopleSoft Program Management. You can change the qualifications on the resource request. Qualification changes that you make on the resource request are not reflected on the Update Generic Resource Qualifications page.

Select the Notes tab to enter additional comments for this request. These comments are used for information only.

Specify qualifications on the resource request as you do on the Express Search page.

See Specifying Qualifications.

Specifying Keywords

Select the Keywords tab on the Resource Request page to specify keywords as resource requirements.

The system administrator creates and routinely refreshes a Verity search index of work experience and resume document information for all available resources. The index is used to calculate the individual Work Experience and Resume factor fit scores, which are included in the calculation of the Qualifications factor family fit score.

Enter specific keywords here that you can use as a search string to compare against free-form text within the resource's work experience and resume document attachment on the resource profile. This option is best used in cases where the competency information is insufficient or not consistently maintained, or when you want to specify skill requirements that are not listed as competencies or accomplishments.

If you create a service order from the Manage Generic Resources page in PeopleSoft Program Management, the system populates the keywords on the resource request from the Update Generic Resource Qualifications page for the generic resource in Program Management. You can change the keywords on the resource request. Keyword changes that you make on the resource request are not reflected on the Update Generic Resource Qualifications page.

Specify keywords on the resource request as you do on the Express Search page.

See Entering Keywords.

Entering Order Summary Information

Access the Order Summary page.

Status

This field is visible only after you submit a service order. It indicates where this service order is in the process of being fulfilled: Canceled, Closed, Draft, In Process, New, or Open. The system automatically updates status based on fulfillment progress; you can change the status manually at any time.

When you submit a service order, the status becomes New.

See Service Order and Resource Request Status.

If you change the status, and service order workflow is activated for the business unit, upon saving the service order the system sends an email notification message to the person who is responsible for staffing the order (unless that is the person who made the change) and to interested parties who are listed on the service order.

Order Information

Order Description	Enter a description of the service order in 60 characters or fewer. This description becomes the project description if you create a project from this page.
Customer	Enter the customer who is associated with this service order, if applicable. You can enter only one customer per service order. Values appear from the Resource Requests page and can be changed.
Project	Enter a valid project ID. This field is not editable if the value is populated from the Manage Generic Resources page in PeopleSoft Program Management. You must enter a project if you want to create assignments in a status of Assigned or Reserved from the Staffing Workbench for this resource request.
Create a Project	Click to access a page that contains Project, Start Date, and End Date fields On this page enter: A new project ID, or accept the default value of NEXT to create a project with the next available project ID. Enter project start and end dates that at least span the date ranges of resource requests on this order. The current date is the default value in both fields. Click OK to save the project and return to the Order Summary page. The new project ID value appears in the Project field on the service order. The service order business unit and description become the business unit and description on the project.
Location	Enter the customer's location where the work takes place.
Location Details	Click to access the customer profile and view or update housing and travel information, dress code, and whether the customer allows trainees on assignments.
Contact	Enter the customer's contact person for this order.
Contact Details	Click to access the contact profile and view customer contact information, such as telephone number and email address.
Owning Business Unit	Enter the human resource (HR) business unit of the owning organization for the service order. Your selection determines the organizational unit tree from which you can select the owning organization for this service order. This field is required to submit a service order for fulfillment. Define the Owning Business Unit default value for each user on the Service Order Defaults for <User> page.
Owning Organization	Click the Select an Organization icon to access the Service Order Owning Organization - Select an Organization page. Here you select the organization that is responsible for delivering the services that are requested on the service order. When working to fulfill the order, users can direct the search to resources within the owning organization that is specified on the order. Note. You cannot type the Owning Organization field value—you must select it from the organizational unit tree on the Service Order Owning Organization - Select an Organization page. This field is required to submit a service order for fulfillment. Define the Owning Organization default value for each user on the Service Order Defaults for <User> page. See Defining Owning Organizations.
Priority	Enter the service order's importance or urgency. The default priority value is established at implementation. Priority is used for information and reporting purposes only.
Responsible For Staffing	Enter the individual who is responsible for staffing the service order. When the service order is submitted, the resource requests on the order appear on the Staffing Workbench - Fulfill Orders page for the user who is identified as responsible for staffing the order. If service order workflow is activated for the business unit, the service order is routed to this person’s worklist when the order is submitted. This field is required to submit a service order for fulfillment. Define the Responsible For Staffing default value for each user on the Service Order Defaults for <User> page.
Interested Parties	Click to access the Service Order - Interested Parties page. See Accessing Additional Service Order Options.
Order Comments and History	Click to access the Service Order - Service Order History page. See Accessing Additional Service Order Options.
E-Mail Partner	Click to access the E-Mail Partner page. See Accessing Additional Service Order Options.

Resource Requests in this Order

This collapsible scroll area displays the project role, description, start and end dates, number of days and resources needed, status, and qualifications for each resource request on the order. You can add a resource request on this page and then return to the Resource Requests page to enter the detailed requirements.

Additional Information	Click to access the Service Order - Additional General Information page. See Adding Additional Resource Request Information.
Change Location/Contact Information	Click to access the Service Order - Location and Contact Details page. See Changing Locations or Contacts.
Recommend Resource	Click to access the Service Order - Recommend Resources page. See Recommending Resources.
Generic Resource Name: <resource name>	Click to access the Resources page in PeopleSoft Program Management and view the project resource list. This link appears if the resource request is associated with a generic resource placeholder in PeopleSoft Program Management.

Defining Owning Organizations

You can select the owning organization by executing a basic or advanced search.

Selecting Owning Organizations Using a Basic Search

Access the Service Order Owning Organization - Select an Organization basic search page.

Select an Organization

Expand the tree as needed to identify the desired default owning organization, and then click the organization. You can select any level on the tree to serve as the default owning organization.

Selected Organization

Displays the name of the organization selected. You can select only one owning organization.

Advanced Search

Click to access the Service Order Owning Organization - Select an Organization advanced search page.

OK

Click to select the organization and return to the previous page.

Selecting Owning Organizations Using an Advanced Search

Access the Service Order Owning Organization - Select an Organization advanced search page.

Find Organizations Like

Enter all or part of an organization name using a wildcard—% or *—if necessary. The search is case sensitive.

Enter only % or * to return a list of all organizations for the specified business unit.

Find

Click to generate the search. The organizations that match the search criteria appear in the Select an Organization grid.

Sel (select)

Select the desired default owning organization.

Select

Click for the selected organization name to appear as the selected organization on this page.

Accessing Additional Service Order Options

The service order form provides links to additional tools to assist you in managing service orders. This section discusses:

Notifying interested parties of service order status changes.
Entering order comments or view history.
Emailing partners.

Notifying Interested Parties

Access the Service Order - Interested Parties page.

Name

Add or remove individuals to notify of any changes to the service order's status if workflow is enabled.

Entering Order Comments and Viewing History

Access the Service Order - Service Order History page.

Use this page to record and track comments about this service order and review the history of changes to priority, status, and owning organization.

Last Upd Dt Tm (last updated date and time)	Displays the date and time of the update.
Name	Displays the name of the user who entered the update.
Comments/Billing Information	View, add, or delete comments or billing information.
Service Order Priority	View the history of service order priority changes and, if required, add further explanation for the changes.
Service Order Status	View the history of service order status changes and, if required, add further explanation for the changes.
Service Order Owning Organization	View the history of service order owning organization changes.

Emailing Partners

Access the E-mail Partner page.

Email ID

Enter an email address to email the service order to an external partner to request assistance in fulfilling the resource request. The partner does not have to be classified as an external staffing source in PeopleSoft Resource Management. Once you enter the email address and click OK, the system creates the memo and includes information about all of the resource requests on the service order within the text of the message.

To outsource a single resource request, click Save As to copy the original service order and delete all nonrelevant resource requests before sending the email.

Adding Additional Resource Request Information

Access the Service Order - Additional General Information page.

Enter values for any flexible service order attributes or flexible preference factors that are established for your organization. Define optional flexible attributes during implementation.

Entering Multiple Date Ranges on Resource Requests

Access the Service Order - Detailed Date Ranges page.

Use this page to define additional date ranges if the request is for resources to work in noncontiguous intervals. For example, if the date range that is specified on the resource request is January 1 to January 31, and you also need the resource from March 1 to March 31, add a row and enter the second date range. You must also enter the number of hours required per day for each date range.

Start Date and End Date	Enter the start and end date for each unique date range on this resource request. Add additional rows as required.
Hours per Day	Enter the number of hours required of the resource per day for each date range listed.

Changing Locations or Contacts

Access the Service Order - Location and Contact Details page.

Use this page to select a different location or contact that only applies to this individual resource request line.

Recommending Resources

Access the Service Order - Recommend Resources page.

Use this page to recommend resources for this resource request. Resource Matching evaluates recommendations when it calculates fit scores. You can also view recommended resources on the Staffing Workbench - Fulfill Orders tab to assist you in making staffing decisions.

Resources who were previously recommended for this resource request appear on the page.

Name and Entered on	Displays the name of the person who is making the recommendation and the date on which that person entered it.
Name and Comments	Enter a resource to recommend for this resource request, and add comments to explain the recommendation. Add rows as necessary to recommend additional resources.

The system sends a worklist item to the resource as a notification that the resource is recommended for a resource request.

Saving Service Orders

There are three ways you can save service orders in PeopleSoft Resource Management:

Save for Later	Click to save a service order in a Draft status if the service order is not ready for submission. The only field values that are required to save a draft service order are service order ID, business unit, task category, and hours per day. You can open, update, and click Save for Later as many times as required. This option is available only until you submit the service order.
Save and Submit	Click to save a service order and submit it to the person who is responsible for staffing the order so that the person can begin the fulfillment process. When you submit the service order, the resource requests on the order appear on the Staffing Workbench - Fulfill Orders page for the user who is identified as responsible for staffing the order. If service order workflow is activated for the business unit, the service order is routed to this person’s worklist when you submit the order. To submit a service order it must have an owning business unit, owning organization, and person responsible for staffing, and each resource request must have a start date, end date, days of work, task category, and hours per day. You must also specify at least one keyword or one qualification on every resource request in the order. This button is available only until you submit the service order; after that, this button is replaced with the Save button.
Save	Click to save a service order after you modify it. If you changed the service order status and service order workflow is activated for the business unit, the system sends an email notification to the person who is responsible for staffing the order (unless that is the person who made the change) and to the interested parties who are listed on a service order. This option is available only after you submit the service order.
Save As	Click to save the resource request and service order information to a new service order number. This speeds the entry of a new service order that contains similar data as the original. When the save is complete, the new service order opens in a new browser window. This option is available only after you submit the service order.

Creating Service Orders from Templates

This section discusses how to create service orders from templates.

Page Used to Create Service Orders from Templates

Page Name	Object Name	Navigation	Usage
Create Service Order From Template	RS_SO_PICKTMPLT	Resource Management, Request Resources, Create Svc Order from Template, Create Service Order From Template	Create new service orders using field values from predefined templates.

Creating Service Orders from Templates

Access the Create Service Order From Template page.

Business Unit

Displays the business unit that is associated with the template.

Service Order Template ID

Select the template to populate a new service order form. The system copies all of the information from the template to the service order. You can modify the new service order field values without affecting the template.

Viewing and Managing Service Orders and Resource Requests

PeopleSoft Resource Management provides additional tools to help you view and manage service orders. This section discusses how to:

View assigned resources.
Review service orders.
Delete service orders.

Pages Used to View and Manage Service Orders and Resource Requests

Page Name	Object Name	Navigation	Usage
Order Summary	RS_SO_SUMMARY	Resource Management, Request Resources, Create or Review Service Order, Order Summary	View assigned resources for resource requests and drill down to assignments or resource profiles.
Delete Service Order	RS_SO_DELETE	Resource Management, Request Resources, Delete Service Order, Delete Service Order	Delete service orders.

Viewing Assigned Resources

Access the Order Summary page. Expand the Resource Requests in this Order group box.

In the Assigned Resources grid, you can view the resources who are assigned to this resource request and drill down to the assignment and the resource profile.

Assignment Status	Click the status to access the Assign Resource page and view the details of the assignment.
Resource Name	Click the resource name to view the resource's profile in a new browser window. See Maintaining Resource Profiles.
Personnel Status	Displays the resource's personnel status of Employee or Non-Employee.
Start Date and End Date	Displays the start and end dates of the assignment. If multiple date ranges are indicated on the assignment, these columns display the earliest start and latest end dates of those indicated date ranges.

Reviewing Service Orders

Access the Order Summary page.

Note. The service order appears in read-only mode if you do not have security access to update service orders.

On this page you can view (not update) service order, resource request, and assignment information.

Deleting Service Orders

Access the Delete Service Order page.

You can delete service orders only in a status of New or Draft.

Warning! Only system administrators should have permission to delete service orders. Delete a service order with caution. PeopleSoft Resource Management does not provide any embedded checking mechanisms to make sure that there are no assignments for a service order before you delete it, resulting workflow to notify the service order owner that the deletion occurred, checking mechanisms to find bids or recommendations that may be associated with the service order, or workflow to notify the owner or interested parties that a bid or recommendation is no longer valid because the service order was deleted.

Customer ID	Displays the ID and name of the customer who is associated with this service order.
Project	Displays the project ID and description that is associated with this service order.
Entered by	Displays the user ID and name of the person who entered the service order.
Delete	Select to delete this service order.
Save	Deletes the service order. A message appears confirming that the service order was deleted. Click OK to close the dialog box.

Use the folder navigation to return to the Delete Service Order search page to delete another service order.

Select an Organization	Expand the tree as needed to identify the desired default owning organization, and then click the organization. You can select any level on the tree to serve as the default owning organization.
Selected Organization	Displays the name of the organization selected. You can select only one owning organization.
Advanced Search	Click to access the Service Order Owning Organization - Select an Organization advanced search page.
OK	Click to select the organization and return to the previous page.

Find Organizations Like	Enter all or part of an organization name using a wildcard—% or —if necessary. The search is case sensitive. Enter only % or to return a list of all organizations for the specified business unit.
Find	Click to generate the search. The organizations that match the search criteria appear in the Select an Organization grid.
Sel (select)	Select the desired default owning organization.
Select	Click for the selected organization name to appear as the selected organization on this page.

Business Unit	Displays the business unit that is associated with the template.
Service Order Template ID	Select the template to populate a new service order form. The system copies all of the information from the template to the service order. You can modify the new service order field values without affecting the template.