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 Bus Unit (Services Procurement business unit)

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

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

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

Reason Code Setup

SPB_REASONCD_BU

Select the Reason Code Setup tab on the Services Procurement Business Unit page.

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

eProcurement Business Unit Options

PV_BUS_UNIT_PM

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

Define eProcurement business unit options.

Project Costing 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.

Project Costing 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 (strategic sourcing business 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.

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.

Default Administrator

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

Requester can change SC or SC Team (requester can change service coordinator or service coordinator team)

Select to specify whether a requester can override the service coordinator or service coordinator team that is supplied by default 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.

May Extend

Select to enable a requester or a service coordinator to extend a requisition or a work order. If this check box is not selected, you cannot extend a requisition or work order. Extending a requisition or work order enables a service to be assigned to a fixed-price requisition or multiple unique service providers that can be sourced to a requisition to fill the required services. When the requisition is filled, the system enables the multiple unique service providers to report time against a single work order. Service providers can enter time against multi-resource work orders and then the reported time triggers consumption against a single top-line, multi-resource work order.

Change Track Option

Select an option that indicates whether you are going to track changes made to PeopleSoft Services Procurement requisitions and purchase orders and the category of requisition that are eligible for change order tracking.

If the system you are using does not have PeopleSoft eProcurement installed, you can edit the change fields using this page. When eProcurement is installed the change fields are display-only fields. You can edit them using the eProcurement Business Unit page.

Change track options include:

• A: Select to start tracking changes after the requisition status is Approved. The system continues to track changes for the requisition after it has been budget checked and as it goes through sourcing.

• B: Select to start tracking changes after the requisition has a budget check status of Valid. If PeopleSoft Commitment Control has not been enabled, this option does not appear.

• N: Do not track requisition changes.

• S: Select to start tracking changes after the requisition status is Sourced.

See Changing Requisitions.

Change Template

Select the template that you want to use to track change orders. The template determines the records and fields the system tracks for changes. If the Change Track Option field value is not None, then this field is a required field and the system uses this change template for tracking changes.

The system uses the change template to track PeopleSoft Services Procurement requisitions and to determine whether re-approval of the requisition is necessary after changes, if you are using PeopleSoft Approval Framework for approvals. Fields that are defined in the change template and that have the Reapprove check box selected are automatically resubmitted through PeopleSoft Approval Framework for re-approval.

See Defining Purchase Order Change Options and Approval Requirements.

Effective Date

Displays the effective date for the vendor-managed service.

Enable VMS (enable vendor managed services)

Select this option to determine whether requisitions or work orders for this business unit are under VMS management by default. After 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.

VMS Supplier(vendor managed services supplier) and VMS Location

Displays the VMS supplier and location that has been defined on the Manage VMS Supplier page.

Manage VMS Supplier (manage vendor managed services supplier)

Click 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 (vendor managed service by business unit and service type)

Click 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 (allow multicurrency requisitions)

Determines whether the selected business unit allows multiple currency requisitions. If this check box is 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 you cannot change it.

Allow Multicurrency PO (allow multicurrency purchase orders)

Determines whether the selected business unit allows multicurrency work orders and POs. If this check box is 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.

Strategic Sourcing BU (PeopleSoft Strategic Sourcing business unit)

Displays the PeopleSoft Sourcing business unit.

Requester Access to Rates

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

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 have access to view rates only when creating requisitions and manual work orders.

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

Select to not route, requisitions and work orders to service coordinators when a rate sheet is present. This check box appears only when you select the View Only or the No Access value in the Requester Access to Rates field.

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 % (maximum tolerance percentage)

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 sheet.

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 this check box is 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 % (approval amount tolerance percentage)

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.

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.

Supplier Scoring Rule ID

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

Include All Contract Suppliers

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

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

Use Current Date

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

Allow Sourcing Prior to Approval

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

Track SP Eligibility (track service provider eligibility)

Click to indicate that you want to control the use of reason codes when the status of a supplier changes. The eligibility feature tracks service providers that have been identified as not eligible for new assignments and provides warnings that these service providers should not be selected to fill new work orders.

The services administrator maintains setup data related to the service provider and maintains the provider's acceptability status in the system. As part of tracking the eligibility of service providers, service coordinators receive services bid submittals from suppliers. They can then initiate work order replacements and determine whether a candidate submitted with similar identifying information as an individual who was previously identified as ineligible is actually the same person.

To support comparing and determining potentially ineligible service providers, the system uses service provider identifiers. These identifiers provide high-level unique information about a service provider. Examples of service provider identifiers include Social Security numbers, driver's licenses, and passport IDs.

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 appears only 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 01/01/2010, the duration date is 06/30/2010, and the number of reporting months is 12 (indicating 12 months of data prior to 06/30/2010), the system retrieves data only for the period between 01/01/2010 and 06/30/2010. The system does not retrieve data prior to 01/01/2010 or, in this example, between 07/01/2009 and 12/31/2009.

Minimum # of Suppliers (minimum number of suppliers) and Maximum # of Suppliers (maximum number 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.

# of Reporting Months (number of reporting months)

The system uses this date to determine the period to use 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

Minimum Supplier Score

Enter the minimum score that a supplier must have to bid on a requisition. Suppliers 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. You can also 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.

Process Scores

Click 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 time sheets and progress logs. By default, the check box is deselected.

Default Mass Approval Rating

Select the rating to be used when you are approving time sheets and progress logs en masse. Values are Excellent, Fair, Good, Poor, and None.

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

Note. If you leave this field blank, the rating of None appears by default on all time sheets 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 deselected, meaning that expenses are not allowed.

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

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 deselected, meaning that the supplier enters one rate inclusive of all rate breakdowns.

Note. This check box is enabled only 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.

Time Reporting Option

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

This is the highest-level default and you can override it 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.

Enable Shifts

Select to enable the business unit to use shifts on time sheets.

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 no time reporting rule is associated with the time template.

Note. It is advised that you 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 Assignments

Select to enable the business unit to use assignments when entering time sheets for this business unit.

Time/Expense Tolerance % (time/expense tolerance percentage)

Enter a tolerance percentage that the system can use to determine whether the time and expense is within an acceptable range.

Enable Time Category Override

Select this option if time reported can be overridden.

Requisition

Select to use the approval framework for approving requisitions. When PeopleSoft eProcurement is installed, this check box setting is determined by the eProcurement setting. When eProcurement is not installed, you can change this check box value and the Resubmit Workflow When Quantity or Price Decreases check box value.

Resubmit Workflow When Quantity or Price Decreases

Select to use the approval framework to approve requisitions again when there is a decrease in the quantity or price on the requisition. This check box is available only when PeopleSoft eProcurement is not installed and the Requisition approval check box is selected.

The change template is used for tracking sPro requisitions as well as to reapprove requisitions if workflow approval is required. If any field in the change template is marked for re-approval and changed in the pending/approved requisition, then the requisition is resubmitted to PeopleSoft Approval Framework.

Work Order

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

Timesheet

Select to indicate that you want to require that the approval framework is used for time sheet approvals.

Progress Log

Select to indicate that you want to require that the approval framework is used for progress log approvals.

Expense

Select to indicate that you want to require that the approval framework is used for expense approvals.

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 can be used for work orders that are related to the specified business unit.

Track Resources(s)

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

Template ID

Enter the template type that you want to use to print the Purchase Order Dispatch report. The template controls the report layout used by XML Publisher to generate reports. The template provides a common framework across PeopleSoft Purchasing, eProcurement, and Services Procurement for purchase order dispatches. The purchase order dispatch incorporates XML Publisher to segregate the data from the layout. Templates enable you to easily format purchase order layouts and better meet specific requirements for the Purchase Order report.

Enable Alerts

Select to indicate whether to use alerts for the work order. Values are Yes and No.

Alert Notification Method

When the Enable Alerts Yes button is selected, the alert notification must be sent using a worklist only or email and worklist. The Work Order grid also appears when the button is selected.

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 before the work order is scheduled to end.

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 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 who will receive the work order notification.

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

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

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

Reason Type

Select a PeopleSoft Services Procurement reason type. Reason types correspond to actions and reason codes are the reasons given for the action. You can add a reason code that provides more specific reasons for performing an action. Services Procurement provides reason types and codes, but you can add more to meet business requirements.

As an example, for using the Eligibility Status reason type, you can establish several reason codes that describe the possible reasons why a service provider would be ineligible for an assignment. An example might be a reason code for poor performance or a personnel issue. Then, when the service provider is not used, the service coordinator can select which reason code best describes why the provider is not eligible.

System-supplied reason types include:

• Cancel Requisition: Used as a reason to cancel a services requisition.

• Cancel Work Order: Used to cancel a service work order.

• Decline Service Bid: Used to decline a services bid submission.

• Deny Expense: Used to deny an expense.

• Deny Progress Log: Used to deny the approval of a progress log.

• Deny Requisition: Used to deny the approval of a requisition.

• Deny Timesheet: Used to deny a timesheet.

• Deny Work Order: Used to deny the approval of a work order.

• Eligibility Status: Used as a reason when a service provider is not eligible to fill a work order.

• Reject Invoice: Used to reject an invoice.

• Service Bid End Communication: Used as a reason when the bid process between the service coordinator and the supplier officially ends.

• Supplier Bid Withdrawal: Used as a reason when a supplier withdraws a bid.

• Supplier Decline Offer: Used when the supplier has declined an offer.

• Supplier End Communication: Used when the supplier ends communication related to a bid.

• Terminate Work Order: Used to terminate a work order.

• Procurement Change: Used for change tracking on requisitions. This value is display only, it appears when a value has been defined on the Procurement Change Reason Codes page. It is not editable from the Services Procurement Reason Code Setup page

Reason Code Required

Select to indicate whether reason codes are Mandatory, Not Used, or Optional for the related reason type.

Comments Required

Select if reason comments are required for this reason type.

Note. Comments can be required only if the Reason Code Required field is set to Mandatory.

Default Reason Code

Select the reason code that you want the system to automatically apply when you are performing the task for the corresponding reason type. You can override the code if needed.

Change Reason Code

Click to access procurement options for PeopleSoft Purchasing. When the system uses reason codes from the Purchasing business unit, you can use the Procurement Change Reason Codes page to update reason code settings for changes in PeopleSoft Services Procurement. These settings enable you to define default reason codes for reason types. You can also define whether reason codes or comments should be required when changing a requisition.

You can use reason codes for reason type Procurement Change. This reason type enables you to select the default reason code for users entering a change request.

Workflow Approval Required

Select to enable the workflow for the PeopleSoft eProcurement business unit.

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

Resubmit Workflow for Quantity or Price Decrease

Select to indicate that you want to resubmit a requisition for approval when the quantity or price has decreased. This check box is available when you select to enable workflow approval for the business unit.

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 values for a business unit. The catalog that you choose 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, Oracle 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 the number of accounting periods in the fiscal year calendar.

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.

Define Data Object Set

SAC_IDX_DO_SET

Services Procurement, Define Services Procurement, System-Wide Definitions, Search Indexes, Define Data Object Set

Define data object sets by identifying groups of related records to use for a search index. Data object sets are sets of data objects that are related to each other with level and parent/child information.

See "Configuring Search and Building Search Indexes," Enterprise PeopleTools PeopleBook: PeopleSoft System and Server Administration

Source Data Object

EOEW_SRCDO

Click the Define Data Objects link on the Define Data Object Set page.

Define data objects. A data object is an Enterprise Common Component object that defines records relationship and is the basis for setting up Verity searches.

Define Search Index

SAC_IDX_DEFINE

Services Procurement, Define Services Procurement, System-Wide Definitions, Search Indexes, Define Search Index

Locate predefined search indexes. Also, to define a new search index and a specific data object set for use with the index. You can define specific fields that the system will store in the search index. This search retrieves and processes data from a group of records that have multilevel parent and child relationships.

Build Search Index

SAC_IDX_RUN_CTRL

Services Procurement, Define Services Procurement, System-Wide Definitions, Search Indexes, Build Search Index

Build service provider search indexes.

Search Test Page

SAC_IDX_TEST_SEC

Click the Test Index link on the Build Search Index page.

Test the index before running it. The system checks for the text that you enter and displays the results about where the text is used and when the element in which it is used has been updated. The display is sequenced and in text format.

Define Search Query

SAC_SRCH_QRY

Services Procurement, Define Services Procurement, General Setup, System-Wide Definitions, Define Search Query

Group search fields, field labels, and application classes into a search index that you can use to perform Verity searches for service providers. Search queries can include the system-supplied search index SP_PROVIDER_SRCH.

Define Search Results

SAC_SRCH_RSLT

Services Procurement, Define Services Procurement, General Setup, System-Wide Definitions, Define Search Result

Group search fields, field labels, and application classes into a search index that you can use to perform Verity searches for service providers. Search results can include the SP_PROVIDER_RSLT system-supplied search result.

Define Search Options

SAC_SRCH_OPTIONS

Services Procurement, Define Services Procurement, General Setup, System-Wide Definitions, Define Search Options

Activate option codes for searches. For example, these codes include codes that indicate the system should match the case or match the word exactly when searching.

Maintain Verity Thesaurus

SAC_SRCH_THESAURUS

Services Procurement, Define Services Procurement, General Setup, System-Wide Definitions, Maintain Thesaurus

Build a thesaurus for Verity searches, which makes it possible to search for a word that is similar to the search word you use. You build the list starting with a search word and enter the similar or related words. When the system searches on the word, it also includes the synonyms that you define in the search results.

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.

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 the Services Procurement Installation Options page 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 accesses 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.

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 is used on the service requisition as the place where the services are to be performed.

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

Run Control ID

Displays the run control ID for either building or updating search indexes. You initially define the value for this field.

Index Name

Displays the search index that you will build or update. You initially build the index. Then, you can perform net-change updates to the index.

Build Options

Select a build option. Build options are the methods that you use to create and update a search index. Options include:

Create New/Rebuild: Select to create the initial search index. You must run this option for the service provider search index before you can refresh the index file. After creating the initial file, you can then maintain the file using the Update Last Modified option.

When you create the initial file, the system gathers the fields that are defined for the search index, creates a flat file from the fields, and stores the file on the server that is defined in the Index File Path field.

Update: Select to build a search index based on additional structured query language selection criteria.

Note. You do not need to use this option to create or update predefined searches.

Update Last Modified: Select to update a Verity search index based on the last modified records from various records. This option is mainly for incremental-search index updates. Each time that you build or update the index, the system stores the last modified date and time stamp.

When you select this option, the system only selects the elements and their contents that have the last modified date and time stamp that is greater than the index's last modified date and time stamp. The system updates the search index file accordingly.

Remove temp data files

Select this check box to remove temporary data files that the system stores when it builds a Verity collection. The system creates temporary data files (.bif and .dat) from extracted database information to be included in the index. These files can be large. You might want to remove them unless you are reviewing them after builds for debugging purposes.

Index File Path

Displays where the Verity index flat file is located. When you build or update searches, the system updates files at this location.

Source

Displays the source data set from which you will build or update this search index.

Test Index

Displays the search index that you will build or update. When you access the page, you can enter a text string on which to search. The system checks for the text and displays the information about where the text is used and when the element in which it is used was updated. The system displays the information in sequence and in text format.

Attachment Server Network Path

Enter a value to override the attachment path values specified on the Define Search Index Field page that the system will use to retrieve attachments for indexing.

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 Services Projects

SPA_PROJECT

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

Maintain project information.

Note. This page is available only 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 available only 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 can be used for. The available values depend 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 can be associated with resource-based service types and selected on related work orders 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 can be associated with deliverable-based work orders to make them available during time entry.

Status

Select a status. Values are Activeand Inactive.

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

Billable

Select to indicate that time associated with this activity is billable. This value acts as a default for the Activities by Service Type page.

Bid Factors by Activity

Click to access the Bid Factors by Activity page. You use the page to associate bid factors with activities. When you enter a service on a deliverable-based requisition, the bid factors linked to the activities for the service appear on the requisition. This enables suppliers to enter responses to these bid factors. The suppliers responses can be compared with each other to determine which supplier has the best bid.

Click Select Bid Factor Group to select bid factors from existing bid factor groups. Click OK to return to the Bid Factors by Service 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 cannot be selected during time or progress entry.