Creating and Managing Requisitions

This chapter provides an overview of requisitions and discusses how to:

Create service resource requisition lines.
Create service deliverables-based requisition lines.
Review and submit requisitions.
Manage service requisitions.
Cancel service requisition lines.
Close services requisitions.

Understanding Requisitions

This section lists prerequisites and discusses requisitions.

Prerequisites

Before you enter requisitions into the system, you must:

Have authorization to process requisitions on the Requisition Authorizations of the Procurement User Preferences page.
Identify the user ID as a requester on the Requester Setup page, where you add defaults for requisitions.
Have a role action of SP_REQUESTER.

See Also

Setting Up Service Requester Defaults

Setting Up Roles for Role Actions

Requisitions

Requesters can use PeopleSoft Services Procurement to create and maintain service requisitions. After you enter and submit a requisition, send it to the approver for approval. Approved requisitions are then sourced to qualified suppliers that meet the requisition requirements. Use tools such as bid factors and supplier scores to rate the best candidates.

On the same requisition, you can add lines for service items using PeopleSoft Services Procurement and commodity items using PeopleSoft eProcurement.

Requisition Lines

A service requisition is made up of multiple lines. These lines may be a mixture of resource and deliverable services. Requesters can use PeopleSoft Services Procurement to create, edit, cancel, or extend requisition lines. Use PeopleSoft Purchasing to close services requisitions. Lines associated to a resource service method may be created for multiple positions.

See Creating Requisitions Online.

Resource Requisition Lines

Resource requisition lines enable you to request the services of an individual service provider. Upon awarding the requisition line to the supplier, the service coordinator or requester generates a services work order and memorializes these attributes as terms and conditions. Upon the work order release, the service provider may create timesheets to record hours worked.

Timesheet information subsequently triggers self billed invoicing functionality for payment to the supplier.

A resource based requisition line may have multiple positions, issue a single sourcing notification to suppliers, and create work orders for each position. The Service Coordinator can fill the requisition line with multiple bids, up the total position quantity. Position information appears on the requisition, approval, sourcing, and bid pages so the requester, service coordinator, and service provider contact can track how many positions are filled or available, as well as obtain average fill rates and amounts for the requisition line.

It is possible to reduce the number of positions on a requisition line that is not already filled. The requester can perform this action so long as the line is not sourced. After sourcing, only the service coordinator can perform this action.

Note. It is not possible to reduce the number of positions below the number of positions that are already filled. If the number of positions is reduced to equal the number of positions that are already filled, the requisition line status is changed to Filled and an email notification is sent to all sourced suppliers having a notification method of “email and worklist”.

Deliverables-Based Requisition Lines

Deliverables-based requisition lines reflect requirements generally performed by an entire work force, such as a requisition for an entire project, not just the hours worked by a single service provider. There is no specific service provider in mind for the deliverable-based requisitions, so a statement of work defines the requirements.

Note. Although no specific service provider is assigned initially, it is possible to track individuals on the related work order for security purposes

You can define a deliverables-based requisition with its unique attributes. These attributes carry over into the sourcing event to analyze and score supplier submittals in accord with the requisition requirements. Upon awarding the requisition line to the supplier, the service coordinator or requester generates a services work order and memorializes these attributes as terms and conditions. Upon the work order release, the service provider contact records progress against a progress log, and you pay the supplier based on milestones, percentages, a fixed amount, or rates.

For example, suppose that you have a percentage-based requisition, the service provider contact reports the percentage complete against a progress log and you pay the supplier for that percentage of work. Or, you could list project milestones and pay the service provider an agreed upon amount when each milestone is completed.

The progress log becomes the basis of the self billed invoicing functionality for payment to the supplier.

Canceling Requisition Lines

Requesters can cancel individual or multiple requisition lines. When a requester cancels a requisition, the system automatically sends cancellation notifications to all impacted parties, including all sourced suppliers.

Depending on the business unit settings, reason codes may be required when cancelling a line.

Note. If all requisition lines are canceled, the requisition header status is automatically set to Canceled. Impacted budget distribution amounts are immediately adjusted to reflect canceled amounts.

Note. If a work order is already created for a requisition line, the line cannot be canceled.

Closing Services Requisitions

Use PeopleSoft Purchasing to close Services Procurement requisitions.

See Closing Requisitions.

Supplier Rate Breakdown and Resource Requisitions

When you create a service requisition, depending on the business unit settings, the requester may or may not have the authority to enter a bill rate, which is the rate paid to the supplier. If they do have the authority to enter a rate, the installation options setting for “Pay Types Enabled“ and the role actions of the requester will determine whether they enter only a total rate or the individual components of that rate. When pay types are enabled, the suppliers enter up to four types of pay rates when they bid on the requisition line: the service provider pay rate, any additional incurred costs, and standard and third-party markup rates, if applicable. The sum of the rates is the bid rate. This enables service coordinators to track the rate breakdown and set limits on the supplier markup rates.

After you fill a service requisition with the negotiated bill rate, the system generates a work order that shows the rate breakdown. You can not edit the rates if the work order is linked to a requisition, although you can enter new effective dated rates after release of the work order.

Rate Sheet Breakdown for Rates and Expenses

You can define default rates and expenses for contingent labor on the rate sheet. The rate breakdown structure on the rate sheet includes pay rate, supplier markup, third party markup, fixed costs, and expenses. The rate breakdown that you define prepopulates on requisitions or work orders based on the related region and service type. Minimum, maximum, and target levels can be defined on the rate sheet for each of the rate elements including expenses. Tolerance checking on the requisition validates pay rate, total rate, and expenses up front to help companies ensure compliance with negotiated or standardized rates, so that services costs are closely monitored.

If a requester has access to view the rate breakdown information on the requisition, all rates will be visible to that requester. The requester may also have the ability to edit the requisition rate at that time, depending on the business unit settings. However, if the requester has a role action to hide the rate breakdown information, he will not have the ability to view rate breakdown information.

In addition to configuring the system to show or hide rates for a requester, you can also configure the system to enable service coordinators to define the rate information for a requisition line or manual work order prior to submitting for approval.

Post Approval Edits to Requisitions

If the requisition line has not yet been sourced, it is possible to make changes to the requisition line. All fields are available for edit. Any changes will trigger re-approval, which sets the requisition status back to pending. The service coordinator or team cannot source the requisition until it is successfully re-approved unless the business unit allows pre-approval sourcing. In that situation, you can source the requisition as soon as it is submitted for approval. The sourcing worklist entries remain in the worklist throughout the re-approval process and are replaced by new worklist entries upon approval. If the requisition is denied, the original worklist entries will remain until the requisition is either re-submitted and approved or canceled.

Extending Requisitions

Requesters can extend completed service requisition lines. If you need to extend a requisition, you must go to the latest extension of the requisition to extend it further. When you extend from the requisition, the system creates a new requisition ID and line by transferring the requester to the Create Services requisition page.

The system populates values from the original requisition onto the new requisition line as a default. The start date of the new requisition is equal to the end date of original requisition plus one day. The status of the new requisition is pending approval. Once the requisition is approved, you can source the extended requisition to the supplier for confirmation of availability and rates.

The new requisition references the Requisition ID and line number of the original requisition line. The system also marks the original requisition as extended. You can edit the reference, request type, department, time approver, end date, rate, and service coordinator/team of the new requisition. The remaining fields are not editable.

Note. The currency conversions calculations are based on the date the requisition has been extended.

Note. If you extend a requisition, you cannot extend the associated work order directly. You must perform any subsequent extensions from the extended requisition. Likewise, if the work order related to a requisition line has already been extended, it is not possible to extend further from the requisition

See Also

Setting Up User Preferences

Creating Bid Factors

PeopleSoft Services Procurement Preface

Supplier Scoring for PeopleSoft Services Procurement

Multicurrency with Requisitions

If the purchasing business unit has multicurrency enabled for requisitions, the requester can change the currency on the service requisition. Rate sheet validation can occur in either the requisition currency or the base currency. After the requisition is approved and sourced, suppliers enter bids in the requisition currency, but have visibility of the amounts in their location currency which can be different than the requisition currency.

With multicurrency, you can:

Support global customers by enabling services procurement transaction processes to occur in multiple currencies.
Enable rate sheet validation to occur in the requisition base currency or the transaction currency.
Enable users to create expense sheets in a currency different from the requisition currency.
Create invoices in the vendor location currency, even if different from the requisition currency.

If multicurrency requisitions are enabled, the requester's currency appears by default. The requester can change this currency until the requisition is submitted for approval. Each requisition line that you add for the same requisition header must use the same currency.

If multicurrency requisitions are disabled, the purchasing business unit currency is used and cannot be changed.

The system calculates the base currency equivalent for the requisition line. The currency conversion exchange rate is based on the rate type that you define for the selected business unit. The rate type and rate date for currency conversion is stored. The rate type that is defined in the PeopleSoft Purchasing business unit definition is the default rate type. The effective rate date is the date when the requisition is submitted for approval.

Common Elements Used in This Chapter

Position	Individual instance of a resource-based service. The number of positions for a service line determines the number of service providers who will fill the requisition line.
Total Positions	The number of people needed for the service defined on a requisition line.
Position Cost	The estimated cost for one individual to perform the specified service for the duration indicated. This includes both the service rate and expense rate for the duration.
Line Total	The total estimated cost for all positions on the line (position cost x total positions). Note. Any additional costs such as shift pay or assignment pay is not included in the calculation for the line total.
Number of Filled Positions	The number of people already selected to fill positions for the service. This field is incremented each time a position is filled through bid management and decremented each time a related work order is cancelled.
Average Filled Rate	The average of the individual rates agreed for each person filling a position for the requisition line.
Average Filled Amount	The average of the individual estimated total amounts for which each position was filled.
Total Filled Amount	The sum of all filled amounts for each position filled.

Creating Service Resource Requisition Lines

This section provides an overview of the requisition process and discusses how to:

Enter service requisition information.
Enter scoring criteria.
Suggest vendors.

Creating a Services Resource Requisition Line

To complete the service requisition process:

Access the Create Requisition page and add a requisition name.
Access the Create Requisition - Services page.

The service type, service, time approver and service coordinator appear by default from the service requester defaults. The location appears by default from the requester setup ship to location.
Enter the service.

The system automatically defaults the job title, scope of work, competencies, education level, experience, telecommute, and travel required fields based on attributes associated with the service.
Because this is a resource-based requisition line, you must enter a rate and unit of measure for the service.
If expenses are allowed for the requisition line, enter the expense rate and unit of measure or just the expense amount.
Click the Scoring Criteria link on the Create Requisition - Services page to access the Bid Factors by Requisition Line page.

Use this page to adjust the weightings of each bid factor to determine its level of importance.
Service coordinator and time approver appear by default from requester defaults.
Once all data is defined, click the Go to Submit Requisition button at the bottom of the page to access the Requisition Checkout page.

Use this page to update the requisition name or to add comments.
Expand the requisition line to view or edit accounting lines.

Use this page to enter distribution information for the requisition.
Click the Save and Preview Workflow button to save the requisition and preview the approval routings or click the Save and Submit button to save the requisition and submit it for approval.

PeopleSoft Services Procurement Preface

Pages Used to Create Service Resource Requisition Lines

Page Name	Object Name	Navigation	Usage
Create Requisition	PV_REQ_HDR	Services Procurement, Create Requisition	Enter basic service requisition information.
Create Requisition - Services	SPF_REQ_INFO_PG	Select Continue on the Create Requisition page.	Enter service requisition line information.
Location Address	SPF_ADDRESS_LOC	Click the location link on the Create Requisition- Services page.	View the location address.
Currency Information	EXCH_RT_DTL_INQ	Click Currency Exchange Information link on the Create Requisition - Services page.	View the currency information and exchange rate.
Bid Factors by Requisition Line	SPF_BDFTR_REQ_PG	Click the Scoring Criteria link on the Create Requisition - Services page.	Adjust the weightings of each bid factor to determine its level of importance.
Bid Factor List Items	SPF_BDFTR_LST	Click the Bid Factors List Items button on the Bid Factors by Requisition Line page.	Enter bid factors where the bidder selects from a list.
Suggest a Vendor	SPF_SUG_VENDOR	Click the Suggest Vendor link on the Create Requisition - Services page.	Enter vendor information for a new vendor that isn't in the system yet.
Requisition Checkout	PV_REQ_FORM	Click the Go to Submit Requisition button on the Create Requisition - Services page.	Save the requisition and submit for approval.
Line Comments	PV_REQ_COMMENTS	Click the Comments button on the Requisition Checkout page.	Enter line comments.

Entering Service Requisition Information

Access the Create Requisition page.

Note. If you defined the service attributes, the system populates many of the fields in the Service Details section of the Create Requisition page automatically. If you defined a rate sheet for the service region currency combination, the system automatically populates the rate with the default rate that you define on the rate sheet.

If you define defaults on the Requester User Defaults page, many of the fields on the requisition appear by default from that page.

Note. If the HCM integration option is selected on the Services Procurement installation options page, you will notice the HCM Fields section on the Create Requisition page.

See HCM Integrations.

Service Information

Service Method	Enter the service method for this requisition. Available values include Resource and Deliverable. If defined, the service method initially appears by default based on the service type from the service requester defaults.
Service Type	Enter the service type for this requisition; for example, information technology, professional, or hardware engineering. Initially, it appears by default from the service requester defaults, if they are defined. Available service types depend on the service method that you select.
Service	Enter the specific service or role that is to be performed, for example, Java developer. You can only select services linked to the service type specified. Initially, it appears by default from the service requester defaults, if they are defined.
Location	Enter the location where the job is to be performed. Initially, it appears by default from the requester defaults. Note. Use this field to derive the region for rate sheet selection.
Job Title	Enter the internal classification of the position. Appears by defaults from the service attributes, if defined.
Request Type	Select an appropriate request type. Values are defined by the Service Administrator. Note. This is not a required field.
Positions	Enter the number of service providers who will fill the requisition line. Note. You can specify up to 999 positions for a requisition line.
Scope of Work	Enter the scope of the project in this free-form field. It appears by default from the comments field on the service attributes.

Candidate Requirements

Requesters can use this section to enter desired candidate competencies that relate to the service requisition. When candidate skills are deemed insufficient, a configurable rule is initiated to block, warn, or take no action.

Once candidate competencies are defined, service coordinators can view the competencies before sourcing the request to suppliers. This enables the service coordinator to source requisitions to the most appropriate suppliers.

Competency	Select a competency to quantify and compare skills. Default values are provided from the service attributes.
Proficiency	Select a proficiency for the competency. The rating model associated to the competency determines the available values.
Experience	Select the years of experience required for the competency.
Action	Link an action to a specific competency. Values include Block, No Action, and Warn. Block: The provider contact is not allowed to submit a candidate if a candidate does not posses the required skill. No Action: No action is taken if a candidate does not posses the required skill. Warn: A warning message is displayed to the provider contact and the service coordinator if the candidate does not posses a required skill. Note. The action will designate the appropriate message when a requisition competency does not match with a providers competency.
Other Skills	Enter a brief description of any additional skills that a candidate should possess to fill the position.
Education Level	Select the education level that a candidate must possess to fill the position. This value appears by default from the competencies defined on the service attributes.
Experience	Enter the number of years of experience that a candidate must possess for the service. It appears by default from the competencies defined on the service attributes.
Telecommute	Select when the job allows candidates to work from home.
Travel Required	Select when the job requires a candidate to travel.
Travel Frequency	Enter the percentage of time travelling if travel is required.
Interview Required	Select this check box if a candidate interview is required. This appears by default from the service attributes. When you select this option, you must record interview information prior to offering the position.
Scoring Criteria	Click to access the Bid Factors by Requisition Line page, where you can adjust the weightings of each bid factor to determine its level of importance. Note. Bid factor elements are used to evaluate candidate submittals to determine which candidate is the best match for the requisition. The total of the bid factor weightings must add up to 100 before you can leave the page. If you do not visit this page, the system evenly weights each of the bid factors to reach a total of 100. The service coordinator can update the bid factor weightings at sourcing time.

Duration Information

Start Date and End Date	Enter the dates on which the job begins and ends.
Calendar Duration	Displays the number of days between the start and end dates.
Estimated Service Days	A value appears by default after you enter the start and end dates. This is used for calculating the quantity based on units of measure. The unit of measure that signifies a day is defined in the installation parameters.
Utilization % (utilization percent)	Enter the percentage of time that the candidate will spend during the engagement. For example, if the candidate typically works a half-day, the utilization is 50 percent. If the candidate typically works 3 days per week, the utilization is 60 percent.
Overtime Permitted	Select this check box if overtime is permitted for this requisition. The system calculates overtime if the unit of measure is defined as hourly. If you select this check box, the system validates that the unit of measure equals the hourly unit of measure that is defined on the Service Procurement Installation Options page. If the unit of measure definitions are not the same, the system displays an error message indicating that overtime is permitted for hourly rates only. Note. This is for information purposes only. Any premiums paid for overtime will depend on the predefined time reporting rules.

Rate Details

Rate	Enter the rate of pay that is associated with the service requisition. Modifications to the rate amount are validated against rate sheets that you define for the service and region. The tolerance amount for the rate sheet is checked by using base currency values that are stored at the requisition level. The currency values are not validated if rate sheets are not defined for the project role and region. If you enter a rate amount that is out of tolerance with the rate sheet, you receive either an error or a warning message. If you select SP Pay Types Enabledon the Services Procurement Installation Options page and the requester does not have the Hide Rate Breakdown role action, rates are defined separately for each component of the rate breakdown.
Allow Expenses	Select to allow the entry of expenses on requisitions and work orders. By default, the check box is cleared, meaning expenses are not allowed. Note. This check box is only available if SP Expenses Enabled is selected on the Services Procurement Installation Options page. Although this setting defaults from the Services Procurement Business Unit page, you can override it here.
UOM (unit of measure)	Select the unit of measure associated to the labor rate entered.
Expense Rate	Enter the expense rate that is associated with the service requisition. The system uses the duration to calculate an expense amount using the expense rate and unit of measure. Note. If you enter a value in the Expense Amount field, the expense rate is refreshed based on the amount entered. This field is disabled when the Allow Expenses check box is not selected.
UOM (unit of measure)	Select the unit of measure associated to the expense rate entered.
Labor Amount	Displays the total labor amount calculation, which is based the rate, UOM, and service days specified.
Expense Amount	Enter the total expense amount for the requisition. The system calculates the value using the expense rate and unit of measure, but you can override the value. Note. This field is disabled when the Allow Expenses check box is not selected.
Currency	Enter the currency that is associated with the rate. Note. You can change the currency only on the first requisition line and only if multicurrency requisitions are allowed. The value from that line appears by default on all subsequent requisition lines. All new currency field values and the base and transaction currency values that you create in a PeopleSoft Services Procurement requisition are passed to the requisition records that are created in the PeopleSoft eProcurement tables.
Position Cost	Displays the estimated cost for one individual to perform the specified service for the duration indicated. This includes both the service rate and expense rate for the duration. Note. This field is available when the Override Position Cost check box is selected.
Line Total	Displays the total for labor and expense for all positions for the duration of the requisition.
Overwrite Position Cost	Select this check box to edit the calculated value for position cost.

See Maintaining Rate Sheets.

Time Reporting Information

Time Approver

Enter the name of the person who will approve timesheets that are related to this requisition line. Initially, it appears by default from the service requester defaults, if they exist.

Note. Available time approvers are limited to those having one of the roles defined in the SP_TIME_APPROVER role action.

Expense Approver

This field appears when the Allow Expenses check box is selected. Enter the name of the person who approves expenses that are related to the requisition line. Initially, it appears by default from the service requester defaults, if they exist.

Note. Available time approvers must be associated with one of two roles defined in the SP_TIME_APPROVER role action.

Reporting Option

Select an available time reporting option. Values include:

Actuals: Select to indicate that the service provider will report actual time against each ChartField distribution line defined on the work order. This option applies to resource based requisitions and work orders only.

Default: Select to indicate that the default reporting option defined for the business unit is used for the requisition.

Percent: Select to indicate that the service provider or service provider contact will report total time or progress against the work order and the distribution percentage is used to automatically allocate time or progress across the pre-defined ChartFields for accounting.

See Managing Time in PeopleSoft Services Procurement.

See Maintaining Settlement Setup.

Account Distribution Information

Use this section to charge funds to the appropriate department or project.

Note. If you create a requisition with multiple positions, all positions share the same ChartField distribution fields.

Amount	Enter the amount that is to be charged to a particular ChartField combination. Note. Changes to the labor percentage or total percentage triggers an automatic recalculation of the distribution line amount.
Labor Only Percent	Enter the labor percent allocation for the requisition line that is charged to a ChartField combination. Note. Changes to the total percentage or amount triggers an automatic recalculation of the labor percentage for the distribution line.
Total Percent	Enter the percent allocation of the total amount for the requisition line that is charged to a ChartField combination. For example, if you have one distribution and you enter 100 for that distribution line, the system charges 100% of the requisition request to the same department or project. However, if you have two distribution lines, and you enter 50% for the first distribution line and 50% for the second distribution line, the system evenly distributes the requisition line amount among both distributions. Note. Changes to the labor percentage or amount triggers an automatic recalculation of the total percentage for the distribution line.
Account	Enter the account that is to be charged to a particular ChartField combination.

See Defining and Using ChartFields.

Vendor Information

The preferred vendors grid is hidden for users having a role defined for the SP_HIDE_SOURCING_PG role action.

Services Supplier ID	Enter the name of the service supplier to whom you want to source the requisition. This is an instruction page for the service coordinator.
Source Type	Displays the source type. Values are Primary, Secondary, and Tertiary.
Source only to Preferred Vendors	Select to indicate that the service coordinator should source this requisition only to the suppliers defined on the requisition. Note. This check box is only available if the requester is authorized to source to preferred vendors on the service requester defaults.
Suggest Vendor	Click to access the Suggest Vendor page, where you can suggest a vendor who does not yet exist in the system.

Service Coordinator Information

Service Coordinator	Select to source the requisition request to a specific service coordinator.
Coordinator	Enter the name of the person who is responsible for filling the requisition line. Initially, it appears by default from the service requester defaults, if they exist. Note. This field is only available when you select the Service Coordinator option. Note. The service coordinator must have one of the roles defined in the SP_SRVC_COORDINATOR role action.
Service Coordinator Team	Select to source the requisition request to a service team. Note. When creating a requisition, the default service coordinator or team is assigned by first looking for a default team on the service requester, then it looking for a team by region and service type, and then looking on the business unit
Service Team	Enter the service team that is responsible for filling the requisition request. Note. This field is only available when you select the Service Coordinator Team option.

Other Page Elements

Add Another Service	Click to add another service requisition line.
Copy Current Service	Click to copy the current service requisition line.
Delete Current Service	Click to delete current service requisition line.
Go to Submit Requisition	Click to access the Requisition Checkout page where you can submit the requisition for approval.
Cancel Changes	Click to cancel the current requisition line.

Entering Scoring Criteria

Access the Bid Factor by Requisition Line page.

On a resource based requisitions, the system automatically selects every bid factor with a resource service type bid factor selected on the Bid Factor Mapping page.

Bid Factor Code	Displays PeopleSoft Services Procurement bid factor codes that appear by default from the Bid Factors page. Note. You can add improvised bid factors, or modify existing bid factors while you create the requisition. Improvised bid factors are not predefined for PeopleSoft Services Procurement.
Best and Worst	Enter the best and worst possible responses that a candidate can answer for a particular question.
Ideal Yes/No	Select the ideal response that a candidate can give for a particular question. Values are Yes and No.
Weighting	Adjust the weightings of each bid factor to determine its level of importance. For example, suppose that the candidate start date is the most important qualification, you might choose to weigh that bid factor more heavily than others. Note. The total of all bid factor weightings must equal one.
	Click the Question button to view the bid factor question that is associated with the bid factor code. For example, suppose that a bid factor code is experience, the bid factor question that is associated with that code might be: How many relevant years of experience does the candidate have?

See Also

Creating Bid Factors

Suggesting Vendors

Access the Suggest a Vendor page.

Vendor Name	Enter the name of the preferred vendor.
Contract	Select to indicate that the supplier has signed the service agreement.
Notify by email	Select to send an email notification to the administrator that includes the suggested vendor details. The administrator can elect to add the vendor to the enterprise network.

Creating Service Deliverables-Based Requisition Lines

This section discusses how to:

Create deliverables-based requisitions lines.
Associate bid factors to deliverables-based requisitions.

Deliverable-Based Expense Capture

To support the tracking of resources for deliverable-based engagements, the Track Resource option is available in the service type definition. This option initiates the process of identifying the resources for the engagement.

Pages Used to Create Service Deliverables-Based Requisition Lines

Page Name	Object Name	Navigation	Usage
Create Requisition	SPF_REQ_INFO_PG	Services Procurement, Create Requisitions SelectContinueto access the Create Requisition page.	Enter basic service requisition information.
Bid Factors by Requisition Line	SPF_BDFTR_REQ_PG	Click the Scoring Criteria link on the Services page.	Adjust the weightings of each bid factor to determine its level of importance.
Currency Information	EXCH_RT_DTL_INQ	Click Currency Exchange Information link on the Services page.	View the currency information and exchange rate.
Suggest a Vendor	SPF_SUG_VENDOR	Click the Suggest Vendor link on the Services page.	Enter vendor information for a new vendor that isn't in the system yet.

Creating Deliverables-Based Requisition Lines

To create a deliverables-based requisition line:

Access the Create Requisition page.
The job title, scope of work and other skills appear by default based on attributes associated with the service.
Because this is a deliverables-based requisition, you must enter a price for the entire deliverable rather than hourly rates.
The service coordinator and progress log approver appear by default from service requester defaults.
Select whether you want to track resources for the deliverable-based requisitions.
The system provides the settlement options as a default from the service.

See Also

Managing Services Projects

Maintaining Service Setup

Associating Bid Factors to Deliverables-Based Requisitions

Access the Bid Factors by Requisition Line page.

For deliverables-based requisitions, the system provides bid factors as a default from the Bid Factors by Service, Bid Factors By Activity, Bid Factors by Item Category, or from Deliverable Service type check box on the Bid Factor Mapping page; the system eliminates duplicates.

Bid factors enable suppliers to indicate how much they charge for individual price components of the total project amount. You can include lines for each service that you are sourcing. The suppliers answer all the bid factor lines and questions associated with each bid factor code when bidding on the services requisition.

Bid factor weightings must equal 100. If you don't ensure that the bid factors equal 100, the system weighs each bid factor equally. When the service coordinator sources the requisition, he can update the bid factor weightings on the Manage Sourcing page.

See Also

Managing Requisition Sourcing

Bid Factors and Requisitions

Creating Bid Factors

Reviewing and Submitting Requisitions

This section discusses how to use the Review and Submit page to submit requisitions.

Page Used to Review and Submit Requisitions

Page Name	Object Name	Navigation	Usage
Review and Submit	PV_REQ_FORM	Click the Go To Submit Requisition button on the Create Requisition page.	Review and submit your requisition request.

Reviewing and Submitting Requisitions

Access the Review and Submit page.

Requester

Enter the requestor of the service requisition

Note. You are only allowed to edit the requester if you are authorized to request on behalf of other users on the Requester Procurement User Preferences page.

Requisition Name

Enter the requisition name.

Priority

Select the priority of the service requisition. The default is medium priority.

Requisition Lines

Description	Click the link in the Description column to edit the service requisition.
Modify Line/Accounting	Click the Modify Line/Accounting button to update the distribution information for multiple lines.
Justification/Comments	Add comments for the service requisition line. Comments can be shown to the supplier if the Send to Vendor check box is selected.
Save as Template	If you have PeopleSoft eProcurement installed on the system with PeopleSoft Services Procurement, and you have requisition lines for items, you can use this check box to add the line as a catalog item to the template. However, if you select this check box for a PeopleSoft Services Procurement requisition line, you receive an error message, because you can't add services to templates.

Managing Service Requisitions

This section discusses how to:

Manage requisitions.
Review service requisition details.
Cancel requisitions or requisition lines.

Pages Used to Manage Service Requisitions

Page Name	Object Name	Navigation	Usage
Manage Requisitions	PV_REQ_STATUS	Services Procurement, Manage Requisitions	Manage requisitions that are entered by the service coordinator or requester. You can review existing service requisitions, edit them, view their statuses, cancel them, or access related sourcing and work order information.
Requisition Details	SPF_REQ_STATUS_PG	Expand the collapsible grid section for the requisition request, and then click the Requisition button on the Manage Requisitions page.	View details on a services requisition.
Job Summary	SPF_REQ_SUMMARY_PG	Click the linked job title on the Requisition Details page.	View the requisition line summary.
Requisition Line Position Details	SPF_REQ_LN_FILL	Click the Filled Positions button on the Requisition Detailspage Click the Filled Position link on the Job Summary page.	View individual position information for a requisition line.
Requisition History	SPF_REQ_HISTORY	Click the Status link on the Requisition Details page.	Review the history of your requisition request, including the service coordinator or team that was assigned to the requisition at the time history was recorded.
Change Request List	PV_CHNG_RQST_LIST	Click the Inquire Change Request link on the Manage Requisitions page.	Inquire about your change requests.
Manage Receipts	PV_RECV_UPDATE_REQ	Click the Inquire Receipts link on the Manage Requisitions page.	Manage receipts.
Requisition to PO Xref (requisition to purchase order cross-reference)	RUN_POY100	Click the Requisition Report link on the Manage Requisitions page.	Run the requisition to PO cross reference report.
Requisition Schedule and Distribution	PV_REQ_APP_DTL_GRD	Click the Requisition Schedule and Distribution link on the Requisition Details page.	View the requisition schedule and description.
VAT Details	REQ_INQ_DIST_VAT	Click the VAT Details button on the Requisition Schedule and Distribution page.	Use to view VAT calculations and information for the selected schedule or distribution. Note. You only have access to VAT information if the PeopleSoft Purchasing business unit has enabled VAT on requisitions and VAT is applicable for the requisition.
Requisition Life Cycle	PV_REQ_CYCLE_PAGE	Click the Requisition Life Cycle link on the Requisition Details pages.	View the location of a requisition in the requisition life cycle.
Close Requisition	RUN_REQRECON	Services Procurement, Reconciliations, Close Requisitions	Close all qualified requisitions using the Run Close Requisitions process, and generate the Requisition Reconciliation report.

Managing Requisitions

Access the Manage Requisitions page.

The Manage Requisitions page is the central location for maintaining requisitions. Use the Search and Sort features to streamline the search results for a requisition. Use the Expand Section button to view the lifespan and details for the requisition. Select the Select Action option to cancel, budget check, and edit the requisition.

Requisition ID	Click to access the Requisition Details page, where you can view the details of the requisition.
Requester	Enter a name to display requisitions that only this person enters. Leave this field blank to display requisitions for all requesters for whom you are authorized to view.
PO ID (purchase order number)	If you have PeopleSoft eProcurement installed, enter a purchase order number to locate the requisition that is associated with that purchase order. Purchase orders apply only to the commodity items (PeopleSoft eProcurement requisition lines). Service items are on the purchase order that is generated by the work order, not the requisition.
Select Action	Select an action for the requisition. Values include: Cancel Requisition: When you select this value, the system takes you to the Requisition Details page where you can cancel the requisition request. To cancel all eligible requisition lines, click the Cancel Requisition button. To cancel selected lines, check the box to the left of each requisition line to be canceled and click the Cancel Selected Lines button. In both cases, the system displays a Cancel Requisition Confirmation page, where you can enter a reason code and comments prior to confirming the cancellation transaction. The sourcing status for the requisition is changed to Complete. Check Budget: When you select this value, the system automatically checks to ensure that the requisition is within a specified budget range. Note. When the commitment control enabled, the service coordinator cannot offer the position or release the manual work order until the requisition has been budget checked. View Approvals: When you select this value, the system navigates you to the Approval Status page, where you can view the approval information for the requisition line. Edit Requisition: When you select this value, the system takes you to the original requisition. Copy Requisition: When you select this value, the system takes you to the original requisition.
	Click to extend the life of the requisition. When you extend a requisition, you must go to the latest extension of the requisition to extend it further. The system creates a new requisition ID and line by transferring the requester to the Create Services requisition page.

Note. You can create commodity items (with PeopleSoft eProcurement) and service items (with PeopleSoft Services Procurement) on the same requisition. Each item has a separate line.

Reviewing Requisition Details

Access the Requisition Details page.

Status

Click to access the Requisition History page, where you can view the history of the requisition line details.

Positions

Individual instance of a resource-based service. The number of positions for a service line determines the number of service providers who will fill the requisition line. View the total number of positions available for the service request.

Filled Positions

View the number of positions that have already been filled for the service request.

Requisition Life Cycle

Click to view the location of a requisition in the requisition life cycle.

Requisition Schedule and Distribution

Click to view the requisition schedule and description.

Click to access the Work Order page, where you can view information about the linked work order.

Note. This button only appears if you have a work order linked to the requisition line.

See Also

Managing Work Orders

Implementing PeopleSoft Services Procurement Workflow

Managing Requisition Sourcing

Canceling Requisitions or Requisition Lines

You can cancel requisitions on the Requisition Details page, which you access from the Manage Requisitions page. In addition, if you are using Services Procurement without eProcurement, it is possible to cancel individual requisition lines from either the Mange Requisitions page or the Requisition Details page.

To access the Requisition Details page and cancel a requisition, select the Cancel Requisition option from the Select Option dropdown list on the Manage Requisitions page and then press the Go button.

Once you select the Go button on the Manage Requisition page, the system navigates you to the Requisition Details page, where you can cancel the entire requisition if you have both eProcurement and Services Procurement installed, or a selection of lines if you have only Service Procurement installed.

You can also cancel individual requisition lines one at a time directly from the Manage Requisitions page by opening the line details for the requisition and selecting the Cancel button on the individual line.

If you cancel a requisition from the Requisition Details page, select the Cancel Requisition button. To cancellation selected lines, check the box to the left of each requisition line to be cancelled and click the Cancel Selected Lines button.

Note. When you cancel the requisition or requisition line, the system displays a Cancel Requisition Confirmation page, where you can enter a reason code and comments prior to confirming the cancellation transaction. The reason code functionality is available if the business unit is defined with optional or mandatory reason codes for requisition cancellation.

Note. When you cancel a requisition line, notification is sent to all impacted parties. The system also removes the cancelled requisition line entry from any impacted worklists.

Note. Line-level cancellation is only available for if you’re using PeopleSoft Services Procurement as a standalone application.

Closing Services Requisitions

Use the Close Requisitions page to close all qualified services requisitions and to run the Requisitions Reconciliation Report.

See Closing Purchase Orders.

See PeopleSoft Services Procurement Reports.

Status	Click to access the Requisition History page, where you can view the history of the requisition line details.
Positions	Individual instance of a resource-based service. The number of positions for a service line determines the number of service providers who will fill the requisition line. View the total number of positions available for the service request.
Filled Positions	View the number of positions that have already been filled for the service request.
Requisition Life Cycle	Click to view the location of a requisition in the requisition life cycle.
Requisition Schedule and Distribution	Click to view the requisition schedule and description.
	Click to access the Work Order page, where you can view information about the linked work order. Note. This button only appears if you have a work order linked to the requisition line.