Strategic Sourcing Business Unit Definition

BUS_UNIT_TBL_A1

• Set Up Financials/Supply Chain, Business Unit Related, Sourcing, Business Unit Definition

• Services Procurement, Define Services Procurement, General Setup, Business Unit Definitions, Strategic Sourcing Definition

Define PeopleSoft Strategic Sourcing business units.

Purchasing - Business Unit Definition

BUS_UNIT_TBL_PM

• Set Up Financials/Supply Chain, Business Unit Related, Purchasing, Purchasing Definition

• Services Procurement, Define Services Procurement, General Setup, Business Unit Definitions, Purchasing Definition

Define PeopleSoft Purchasing business units. Link PeopleSoft Purchasing business units to PeopleSoft Services Procurement business units.

Services Procurement Business Unit Definition

BUS_UNIT_TBL_SP

• Set Up Financials/Supply Chain, Business Unit Related, Services Procurement, Services Procurement Options

• Services Procurement, Define Services Procurement, General Setup, Business Unit Definitions, Services Procurement Defn

Define PeopleSoft Services Procurement business units. Define your own consolidation structures for accounting and reporting purposes.

Work Order Settings

BUS_UNIT_TBL_SP_WO

Click the Work Order Settings tab on the Services Procurement Business Unit page.

Enable surveys and work order approvals, track deliverable resources, and determine whether new assignments require sourcing and set up work order alert notifications.

Reason Code Setup

SPB_REASONCD_BU

Click the Work Order Setting tab on the Services Procurement Business Unit page.

Establish reason code types for each negative transaction and determine if the reason code type is required.

eProcurement BU Definition (eProcurement business unit definition)

PV_BUS_UNIT_PM

Services Procurement, Define Services Procurement, General Setup, Business Unit Definitions, eProcurement Options

Define eProcurement business units.

Services Project Business Unit Definition

BUS_UNIT_TBL_PC

• Set Up Financials/Supply Chain, Business Unit Related, Project Costing, Project Costing Definition

• Services Procurement, Define Services Procurement, General Setup, Business Unit Definitions, Project Costing Definition

Define PeopleSoft Projects business units.

Services Project Business Unit Options

BUS_UNIT_OPT_PC

• Set Up Financials/Supply Chain, Business Unit Related, Project Costing, Project Costing Options

• Services Procurement, Define Services Procurement, General Setup, Business Unit Definitions, Project Costing Options

Define PeopleSoft Projects business unit options.

Location

Enter the physical location (address) of the business unit. This location appears as the printed address on dispatched transactions to identify the company's location.

Billing Location

Enter the invoice destination location for this business unit. Available locations are defined on the Location Definition page. This location appears by default on purchasing documents created for the business unit. This location is not necessarily the same as the company address. For example, the billing location might be a post office box, or the payables department might have a different address from the purchasing department.

Currency

Enter the default currency of the business unit.

Rate Type

Enter the rate type to use for currency conversion. The currency code and rate type appear by default on all purchasing documents for this business unit.

SS Unit

Enter the PeopleSoft Strategic Sourcing Business unit. This is to be used by PeopleSoft Services Procurement during the bidding process.

Executive Role

Enter the executive role that has full access to all reporting business units for interactive reporting.

Default Administrator

Select the user that should receive any administrator notifications for this business unit.

Service Team

Click to add a default service coordinator team to the PeopleSoft Services Procurement business unit. The system uses this default if the service requester does not have a default team, and the requisition region/service type does not have a team defined. The service team is not required.

Requester can change SC or SC Team

Use this option to specify whether a requester can override the service coordinator or service coordinator team that defaults onto the requisition.

Note. The requester cannot override the default service coordinator or team for requisitions or work orders that are under VMS (vendor managed services) management, regardless of this setting.

Enable VMS

Select this option to determine whether requisitions or work orders for this business unit are under VMS management by default. Once you select this option, you must define at least one VMS supplier and VMS fee.

Note. VMS vendor and markup costs that are defined here apply for the VMS services provided within the business unit that do not have a service type level VMS override defined.

If you select this option, the current VMS Supplier and VMS Location fields associated with the VMS provider appear on the page.

Manage VMS Supplier

Click this link to access the VMS Supplier by Business Unit page, where you can define the effective dated VMS vendor and vendor location information.

VMS by BU and Service Type

Click this link to access the VMS by BU and Service Type page, where you can define any override of the business unit's VMS settings for this service type, and view the current VMS suppliers and locations defined for business unit and service type combinations.

Allow Multicurrency Reqs

Determines if the selected business unit allows multiple currency requisitions. If selected, then the requester's currency automatically appears on the requisition and the user can change it to another currency.

To modify this field, access the Purchasing Business Unit Definition page. If the check box is not selected, the system uses the business unit currency as the requisition currency and the user is not allowed to change it.

Allow Multicurrency PO

Determines if the selected business unit allows multicurrency work orders and POs. If selected, the user can enter expenses in a currency other than the work order currency.

To modify this field, access the Purchasing Business Unit Definition page. If the check box is not selected, expenses must be entered in the currency that you establish on the work order.

Requester Access to Rates

Select a value to define what occurs when requesters view pages that contain rate information:

Define and View: Requester has access to define and view rates when creating requisitions and manual work orders.

No Access: Requesters do not have access to rates when creating requisitions and manual work orders.

View Only: Requesters only have access to view rates when creating requisitions and manual work orders.

Skip SC Rate Definition When Rate Sheet Present(skip service coordinator rate definition when rate sheet present)

If you select this option, requisitions and work orders are not routed to service coordinators (if a rate sheet is present).

If you do not select this option, all requisitions and work orders are routed to the service coordinator for rate definition prior to approval when the requester has no access to define rates.

Maximum Tolerance %

Enter the total percentage by which the requisition and work order rates can exceed the rate defined on the rate sheet.

Basis for Tolerance

Select Range or Target Rt (target rate). The base for tolerance is recognized on the rate sheet. Select Range if the tolerance cannot exceed the minimum or maximum range defined on the rate sheet. Select Target Rate if the tolerance cannot exceed the target range defined for the rate sheets.

Out of Tolerance Action

Select Not Allow or Warn as the action that occurs when a requisition is outside the tolerance. The Not Allow option prevents the requisition or work order from being saved.

Use Base Currency First

Select to define currency for rate sheet tolerance. If selected, the system uses the currency and rate type defined on the purchasing business unit rate sheet for the selected region and role. The system then uses the base currency amount defined in the rate sheet for tolerance checking. If the check box is not selected, then the system uses the transaction currency. If a rate sheet does not exist for the transaction currency, then the system uses the base currency to search for a comparable rate sheet.

Maximum Tolerance % (maximum tolerance percentage)

Enter the total percentage by which suppliers can exceed the defined rate on a requisition when submitting bids. For resource-based requisitions, the tolerance check is against the requisition rate. For deliverables-based requisitions, the tolerance check is against the requisition amount.

Out of Tolerance Action

Select Not Allow or Warn as the action that occurs when a supplier submittal is outside the tolerance. The Not Allow value prevents the supplier from submitting the bid if it is out of tolerance.

Approval Amount Tolerance %

Enter the total percentage by which the filled requisition can exceed the rate defined on the requisition. The default value is 0, indicating that no tolerances are used for the business unit. The system uses the approval tolerance amount percentage while comparing the filled requisition amount against the approved requisition amount. If the filled amount exceeds the approval amount tolerance, the requisition is rerouted for approval.

Note. The requisition is not rerouted for approval if the user who fills the requisition has one of the roles defined for the SP_IGNORE_REAPPROVE role action.

Preference Rule

Select Region or Service/Service Type as the preferred sourcing method when you source requisitions to suppliers. For example, if you select Region as the preference rule, all suppliers defined for that region appear first on the sourcing selection page. If Service/Service Type is the preferred rule, all suppliers defined for the service or service type appear on the sourcing selection page. This is a required field.

Include All Contract Suppliers

If enabled, suppliers with contracts are returned in the sourcing selection even if they are not defined for the requisition region or service type. If disabled, the sourcing selection ignores contract suppliers.

Note. This check box is only enabled if the PO Service Contracts Enabled check box is selected on the Services Procurement Installation Options.

Allow Souring Prior to Approval

Select to indicate that sourcing is allowed before requisition approval is granted.

Minimum # of Suppliers and Maximum # of Suppliers

Enter the minimum and maximum number of suppliers to be returned from the sourcing rules that should appear on the sourcing selection page.

Minimum Supplier Score

Enter the minimum score that a supplier must have in order to bid on a requisition. Supplier must have this score or higher to meet the requisition requirements and appear on the sourcing selection page. Suppliers below the score do not appear on the sourcing selection page.

Note. It is also possible to define a minimum supplier score at the service type level. If a minimum score is defined, that score takes precedence over the minimum score setting defined at the business unit level.

Supplier Scoring Rule ID

Enter the scoring rule (group of matrixes) used to score suppliers.

Use Current Date

Check this box to use the current date rather than a specific date as the starting point for reporting

Duration Date

Enter the date used to determine the absolute beginning date of the analysis data. The system retrieves data from this date forward. The current system date appears by default. This field only appears when the Use Current Date check box is not selected

Note. If the values that you enter in the Duration Date and # of Reporting Months (number of reporting months) fields define a date before the entered start date, the system does not retrieve data prior to the entered start date. For example, if the start date is 01/01/2005, the duration date is 06/30/2005, and the number of reporting months is 12 (indicating 12 months of data prior to 06/30/2005), the system retrieves data only for the period between 01/01/2005 and 06/30/2005. The system does not retrieve data prior to 01/01/2005 or, in this example, between 07/01/2004 and 12/31/2004.

# of Reporting Months

The system uses this date to determine the period used to retrieve the analysis data. Enter the number of months before or after the duration date for which the system retrieves data.

Enter a positive value in the # of Reporting Months field to indicate the number of months starting from the duration data to be included in the process. Enter a negative number to indicate the number of months before the duration date to include in the process.

Note. The system does not retrieve data prior to the entered start date, regardless of the values entered in the Duration Start Date and # of Reporting Months fields.

Exclude All Data Before

The system uses this date to retrieve data

Process Scores

Click this button to access the Supplier Score page, where you can process scores for the specified scoring rule ID.

Enable Ratings

Select to enable use of performance ratings on timesheets and progress logs. By default, the check box is cleared.

Default Mass Approval Rating

Select the rating to be used when mass approving timesheets and progress logs. Values are Excellent, Fair, Good, Poor, or None.

Note. This field is only accessible if Enable Ratings is selected.

Note. If you leave this field blank, the rating of None appears by default onto all timesheets and progress logs that are mass approved.

Allow Expenses

Select to allow the entry of expense amounts on requisitions and work orders. By default, the check box is cleared, meaning expenses are not allowed.

Note. This check box is only enabled if the SP Expenses Enabled check box is selected on the Services Procurement Installation Options.

Default Expense Account

Select the account to use as the default expense account for submitted expenses.

Enable Pay Types

Select to allow suppliers to enter the breakdown of the rate that they are bidding, for example, how much goes to the service provider, how much is vendor markup, and so forth. By default, the check box is cleared, meaning the supplier enters one rate inclusive of all rate breakdowns.

Note. This check box is only enabled if the SP Pay Types Enabled check box is selected on the Services Procurement Installation Options page.

Note. This check box is also used in conjunction with the SP_HIDE_RATE_BREAKDOWN role action to determine whether the rate breakdown components are specified and displayed on requisitions.

Enable Shifts

Select this option to enable the business unit to use shifts on timesheets.

Enable Assignment

Select this option to enable the business unit to use assignments on timesheets

Enable Time Reporting Override

Select this option if time reported can be overridden.

Time Reporting Option

Use this option to determine whether the service provider reports time against specific ChartFields, or whether the total time is entered and distribution percentages automatically split time or progress according to the ChartField distribution defined for the work order.

This is the highest-level default and you may override by the setting defined for individual service types. Values are:

• Actual Allocation: Select to enable the service provider to report actual time against each ChartField distribution line defined on the work order.

  Note. This option applies to resource based requisitions and work orders only.

• Percent Allocation: Select to enable the service provider or service provider contact to report total time or progress against a work order.

  The distribution percentage is used to automatically allocate time or progress across the predefined ChartField distribution lines.

Time/Expense Default TRC (time and expense default time reporting code)

Select a TRC. The system uses this TRC as the default for time calculations when there is no time reporting rule associated to the time template.

Note. Select a TRC with a multiplication factor of 1.0, because the TRC is used in all invoice calculations for time with no associated time reporting rule. For example, if you select a TRC that has a multiplication factor of 2.0, the invoice amounts using this TRC are equal to the total hours multiplied by the rate on the work order multiplied by 2.0. The system displays a warning message if you use a multiplication factor other than 1.0 as the default.

Enable Approval Process

Select to indicate that the work order requires submission to and approved by the work order approver. The work order approval process is used for work orders that are related to the specified business unit.

Note. If you leave this option unchecked, the system bypasses the approval process and automatically approves the work order upon submittal.

Require Sourcing New Resource Assignment

Select to indicate that service coordinators must use the sourcing process when choosing a work order replacement for this business unit

Note. If you do not select this option, service coordinators can bypass the sourcing process when choosing a work order replacement.

Enable Surveys

Select to indicate that surveys may be used for work orders that are related to the specified business unit.

Track Resources

Select to enable tracking of individuals that provide services on deliverable-based work orders for this business unit.

Enable Alerts

Select to indicate whether alerts will be used for the work order. Values are Yes and No.

Alert Notification Method

When the Enable Alerts option is set to Yes, you can select whether the alert notification must be sent using a worklist only or email and worklist.

Alert Description

When the Enable Alerts option is set to Yes, Enter a brief description for the work order alert notification.

Alert Value

Enter a value to determine when the work order event triggers.

Note. This value is represented in days and percent.

For example, you might create a work order alert for “Consumption 80%”, with the alert value set to “80”. When the system reaches an 80% consumption rate, the work order event triggers. As well, you might create a work order alert for Work Order End - 10, with the alert value set to “10,” to indicate that the work order will trigger 10 days after the work order ends.

Alert Type

Select the type of alert that the system uses to trigger the work order notification. Values are:

• Days Before: Indicates the number of days before a specific event that the notification triggers.

• Days After: Indicates the number of days after a specific event that the notification triggers.

• Percent Consumption: Indicates a percent that must be reached in order for a work order event notification to trigger.

Note. The Alert Type and Alert Value fields work in combination together.

Triggering Event

Select to indicate the type of work order event that will trigger this alert notification when the Alert Type is set to either Days After or Days Before. Values are:

• Actual End Date

• Actual Start Date

• Approval Date

• Cancel Date

• Closed Date

• Entered Date

• Projected End Date

• Projected Start Date

• Released Date

• Terminated Date

• Work Order End Date

If the Alert Type is Days After, all of these values except for Work Order End Date are available.

If the Alert Type is Days Before, then only the Projected End Date, Projected Start Date, and Work Order End Date fields are available.

Role Distribution List

Select the list of users that will receive the work order notification.

List Details

Click to view the list of roles that are included on the selected distribution list.

Select to add a new default alert for the service type.

Select to delete a new default alert for the service type.

Workflow Approval Required

Enable the workflow for the PeopleSoft eProcurement business unit by selecting the check box.

Note. The setting that you define here are used for Services Procurement requisitions as well.

Account Types

ACCT_TYPE

• Services Procurement, Define Services Procurement, General Setup, System-Wide Definitions, Account Types

• Set Up Financials/Supply Chain, Common Definitions, Design ChartFields, Define Values, Account Types

Maintain account types such as asset, liability, or expense.

Assign Catalogs to Business Unit

PV_REQ_BU_CAT

Services Procurement, Define Services Procurement, General Setup, System-Wide Definitions, Assign Catalog to Bus Unit (assign catalog to business unit)

Assign catalog values for a business unit. The catalog that you chose determines the categories that are available when creating service types.

Auto Numbering

AUTO_NUM_PNL

• Set Up Financials/Supply Chain, Common Definitions, Codes and Auto Numbering, Auto Numbering

• Services Procurement, Define Services Procurement, General Setup, System-Wide Definitions, Auto Numbering

Define automatic numbering specifications for PeopleSoft fields, such as a unique prefix for regular customers or for customers who are also vendors. The system automatically increments numbers by one.

Calender Builder

CALENDAR_BUILDER

• Services Procurement, Define Services Procurement, General Setup, System-Wide Definitions, Calendar Builder

• Set Up Financials/Supply Chain, Common Definitions, Calendars/Schedules, Calendar Builder

Define and reference a calendar as the base for other calendars.

Currency Code

CURRENCY_CD_TABLE

• Services Procurement, Define Services Procurement, General Setup, System-Wide Definitions, Currency Code

• Set Up Financials/Supply Chain, Common Definitions, Currency, Currency Code

Define currency.

Note. To meet the needs of your multicurrency business, PeopleSoft supports the Euro and delivers the Currency Code table with many common currencies identified according to ISO standards.

Department

DEPARTMENT

Services Procurement, Define Services Procurement, General Setup, System-Wide Definitions, Department

Manage department numbers and department names.

Detail Calendar

DETAIL_CALENDAR1

• Services Procurement, Define Services Procurement, General Setup, System-Wide Definitions, Detail Calendar

• Set Up Financials/Supply Chain, Common Definitions, Calendars/Schedules, Detail Calendar

Define begin and end dates and number of accounting periods in fiscal year calendar.

Detail Calendar - Depreciation

DETAIL_CALENDAR2

Click the Depreciation link on the Detail Calendar page.

Define depreciation parameters.

Administer File Attachments

SAC_ATT_ADMIN

• Services Procurement, Define Services Procurement, General Setup, System-Wide Definitions, File Attachment Server

• Set Up Financials/Supply Chain, Common Definitions, File Attachments, Administer File Attachments

Add new file attachment servers, and change the currently active server.

Location Definition

LOCATION_TBL

• Services Procurement, Define Services Procurement, General Setup, System-Wide Definitions, Location

• Set Up Financials/Supply Chain, Common Definitions, Location, Location

Define a location code, such as a branch office or shipping office.

Location Detail

LOCATION_TBL2

Select the Locations Details tab on the Location Definition page.

Add details to a location definition.

Ship to Location Definition

SHIPTO_HDR

• Services Procurement, Define Services Procurement, General Setup, System-Wide Definitions, Ship To Location

• Set Up Financials/Supply Chain, Product Related, Procurement Options, Purchasing, Ship to Locations

Define a ship to location code. This location will be used on the service requisition as the place where the services are to be performed.

Region Codes

REGION_CD

• Services Procurement, Define Services Procurement, General Setup, System-Wide Definitions, Service Region Code

• Set Up Financials/Supply Chain, Product Related, Services Procurement, Service Regions/Ratesheets, Service Region Code

Define Services Procurement region codes.

Region Codes Address

REGION_CD_ADDR

Select the Region Codes Address tab on the Region Codes page.

Enter service region code address information.

Service Region Structure

PSTREEMGR or SPB_REGIONLOCATION

Services Procurement, Define Services Procurement, General Setup, System-Wide Definitions, Service Region Structure

Maintain region structures using region tree or location by region.

Note. The Region Tree Structure check box on Services Procurement Installation Options determines which method is used.

Note. The navigation for this page changes depending on your setting for the Use Region Tree Structure check box defined on the Services Procurement Installation Options page. When you select the Use Region Tree Structure option on the Services Procurement Installation Options page, the system navigates you to the Tree Manager page, where you can maintain the region structure. If you do not select the Use Region Tree Structure option, the system navigates you to the Location by Region page, where you can specify locations that are included in each region.

Reason Code

SPB_REASON_CD

• Services Procurement, Define Services Procurement, General Setup, System-Wide Definitions, Service Reason Code

• Set Up Financials/Supply Chain, Product Related, Services Procurement, Reason Codes

Define reason codes related to each reason type.

Tree Manager

PSTREEMGR

• Services Procurement, Define Services Procurement, General Setup, System-Wide Definitions, Tree Manager

• Tree Manager, Tree Manager

View and modify trees needed for service regions and purchase items.

Units of Measure

UNITS_OF_MEASURE

• Services Procurement, Define Services Procurement, General Setup, System-Wide Definitions, Units of Measure

• Set Up Financials/Supply Chain, Common Definitions, Units of Measure, Units of Measure

Establish units of measure for your resources.

NUM_TYPE

SPID

Person ID

Person ID

NUM_TYPE

SPIN

Service Procurement Invoice

Srvc Inv

NUM_TYPE

SPRQ

Service Requisition

Srvc Req

NUM_TYPE

SPWO

Work Order Code

Work Order

NUM_TYPE

SPAT

Timesheet

Timesheet

NUM_TYPE

SPPL

Progress Logs

Progress Logs

Project Types

SPA_PROJ_TYPE_DEFN

• Services Procurement, Define Services Procurement, General Setup, Project/Activities Definitions, Project Types

• Set Up Financials/Supply Chain, Product Related, Services Procurement, Projects, Project Types

Maintain project types.

Manage Services Projects

SPA_MANAGE_PROJ

Services Procurement, Define Services Procurement, General Setup, Project/Activities Definitions, Service Projects

Manage services projects from a central location.

Maintain Service Projects

SPA_PROJECT

Click the Add button or click the link for existing project from Manage Service Projects page.

Maintain project information.

Note. This page is only available when Project Costing is implemented.

Project Activities

SPA_PROJ_ACT

• Services Procurement, Define Services Procurement, General Setup, Project/Activity Definitions, Project Activities

• Services Procurement, Manage Projects and Activities, Project Activities

Define a project activity.

Service Activities

SPB_SETID_ACTIVITY

• Set Up Financials/Supply Chain, Product Related, Services Procurement, Service Types/Services, Service Activities

• Services Procurement, Define Services Procurement, General Setup, Project/Activity Definitions, Service Activities

Define service activities for deliverables-based services.

Bid Factors by Activity

SP_BDFTR_BY_ACT_PG

Click the Bid Factors by Activities link on the Service Activities page.

Define the bid factors by deliverable activity.

Bid Factor Group

SP_BDFTR_GRP_SRCH

Click the Select Bid Factor Group link on the Bid Factor by Activities page.

Select bid factors to add to the service activity.

Activities by Service

SPB_SRC_ACT

• Set Up Financials/Supply Chain, Product Related, Services Procurement, Service Types/Services, Activities by Service

• Services Procurement, Define Services Procurement, General Setup, Project/Activity Definitions,

Associate one or more activities with a service.

Activities by Service Type

SP_ACT_BY_SVTYP

• Set Up Financials/Supply Chain, Product Related, Services Procurement, Service Types/Services, Activities by Service Type

• Services Procurement, Define Services Procurement, General Setup, Project/Activity Definitions, Activities by Service Type

Associate one or more activities with a service type.

Note. This page is only available when Project Costing is not implemented.

Activity Type

Select an activity type. Values are:

• Deliverable: Select to activate the Activity Sub Type field values of Rate Based and Milestone activities.

• Resource: Select to activate the Activity Sub Type field values of Generic Activity and Specific Activity.

Activity Sub Type

Activity sub type is used to indicate the type work that this activity may be used for. The available values are dependent on the Activity Type that was selected.

When the Activity Type is Resource the available Activity Sub Type values are Generic Activity and Specific Activity. Specific activities may be associated with resource based service types and selected on related work orders in order to make them available during time entry. Generic activities are not related to work orders, but are available during time entry for any resource based work order.

When the Activity Type is Deliverable, the available Activity Sub Type values are Milestone and Rate Based. Specific activities may be associated with deliverable based work orders in order to make them available during time entry.

Status

Options are Activeand Inactive.

Inactive activities cannot be added to a service type or work order.

Billable

This option indicates whether time associated to this activity is billable. This value acts as a default for the Activities by Service Type page.

Activity

Enter an activity to associate with a service.

Rate Amount

Enter a deliverable rate amount.

Note. This option is used for rate-based activities only.

Rate Unit of Measure

Enter the rate in the unit of measure that is used throughout the fulfillment process.

Note. This option is used for rate-based activities only.

Allow Delete Activity

Use this option during sourcing to control whether the service coordinator can remove bid factors associated with this activity from a requisition.

Activity

Enter an activity to associate with a service type.

Billable

Indicate whether this is a billable activity for the service type.

Status

Indicate whether the status of the activity is active or inactive for the service type. Inactive activities may not be selected during time or progress entry.