PeopleSoft Services Procurement 9.1 PeopleBook

PeopleSoft Services Procurement Preface

This preface discusses:

Oracle's PeopleSoft products.
PeopleSoft application fundamentals.
PeopleBooks and the online PeopleSoft Library.
Pages with deferred processing.
Common elements used in this PeopleBook.

Note. This PeopleBook documents only page elements that require additional explanation. If a page element is not documented with the process or task in which it is used, then it either requires no additional explanation or is documented with the common elements for the section, chapter, or PeopleBook.

Oracle's PeopleSoft Products

This PeopleBook refers to these products:

PeopleSoft eProcurement
PeopleSoft Purchasing
PeopleSoft Project Costing
PeopleSoft Resource Management
PeopleSoft Talent Acquisition Manager
PeopleSoft Human Capital Management Human Resources
PeopleSoft Strategic Sourcing

PeopleSoft Application Fundamentals

The PeopleSoft Services Procurement 9.1 PeopleBook provides you with implementation and processing information for your PeopleSoft Services Procurement system. However, additional, essential information describing the setup and design of your system resides in companion documentation. The companion documentation consists of important topics that apply to many or all PeopleSoft applications across the Financials, Enterprise Service Automation, and Supply Chain Management product lines. You should be familiar with the contents of these PeopleBooks.

The following companion PeopleBooks contain information that applies specifically to PeopleSoft Services Procurement.

PeopleSoft Application Fundamentals PeopleBook
PeopleSoft Setting Up Global Options and Reports PeopleBook
PeopleSoft Setting Up and Using Commitment Control PeopleBook
PeopleSoft Setting Up Procurement Options PeopleBook
PeopleSoft Managing Items PeopleBook

Pages With Deferred Processing

Several pages in PeopleSoft Services Procurement operate in deferred processing mode. Most fields on these pages are not updated or validated until you save the page or refresh it by clicking a button, link, or tab. This delayed processing has various implications for the field values on the page. For example, if a field contains a default value, any value you enter before the system updates the page overrides the default. Another implication is that the system updates quantity balances or totals only when you save or otherwise refresh the page.

PeopleBooks and the PeopleSoft Online Library

A companion PeopleBook called PeopleBooks and the PeopleSoft Online Library contains general information, including:

Understanding the PeopleSoft online library and related documentation.
How to send PeopleSoft documentation comments and suggestions to Oracle.
How to access hosted PeopleBooks, downloadable HTML PeopleBooks, and downloadable PDF PeopleBooks as well as documentation updates.
Understanding PeopleBook structure.
Typographical conventions and visual cues used in PeopleBooks.
ISO country codes and currency codes.
PeopleBooks that are common across multiple applications.
Common elements used in PeopleBooks.
Navigating the PeopleBooks interface and searching the PeopleSoft online library.
Displaying and printing screen shots and graphics in PeopleBooks.
How to manage the locally installed PeopleSoft online library, including web site folders.
Understanding documentation integration and how to integrate customized documentation into the library.
Application abbreviations found in application fields.

You can find PeopleBooks and the PeopleSoft Online Library in the online PeopleBooks Library for your PeopleTools release.

Common Elements Used In This PeopleBook

Approver	An individual who views and approves requisitions, work orders, timesheets, progress logs, expenses, or invoices. This individual is usually the requester's manager.
Business Unit	Identification code that represents a high-level organization of business information. Use a business unit to define regional or departmental units within a larger organization.
Deliverables-Based Service	Deliverables-based requisitions and work orders that reflect requirements generally performed by an entire work force, such as an entire project, not just the hours worked by a single service provider.
Department	Department that generates the service requisition and work order.
Description	Can be brief text up to 10, 15, or 30 characters, or long text up to 254 characters.
Effective Date	Date on which a table row becomes effective; the date that an action begins. This date also determines when you can view and change information. Pages and batch processes that use the information use the current row.
Invoice Date	Date the invoice was created.
Invoice Manager	Individual who has the authority to generate and manage invoices.
Invoice Number	Number assigned to invoice upon creation.
Line Number	Eligible lines associated with the requisition ID.
Multi-Resource Based Service	Multi-resource requisitions and work orders combine the features of both deliverable- and resource-based services. This provides a high-level service that controls certain elements, such as the overall not to exceed amount, as well as separate but related individual child services for each of the specific services performed to accomplish the overall task.
Project	Project ID associated with the requisition line or work order.
Rate Sheet	Rate template that is defined and associated with a requisition line service and location code.
Requester	An individual within the enterprise who can create and manage service projects, activities, requisitions and work orders, view sourcing and bid and response information. This individual can also approve timesheets, progress logs, and expenses.
Requisition	Document used to request services for qualified service providers.
Resource-Based Service	Resource requisitions and work orders enable you to request the services of an individual service provider.
Run Control ID	An identifier that, when paired with the user ID, uniquely identifies the process you are running. In addition, it enables important parameters to be available for a process when it runs. This ensures that when a process runs in the background, it does not have to prompt you for any additional values. All parameters are stored within the system and associated with run control IDs and user IDs.
Scope of Work	Description of the work to be performed by the service provider.
Service	Identifies the job to be performed by the service provider who fills the position.
Service Coordinator	Individual working with both the requester and the supplier to fill the requisition request.
Service Provider	Candidate submitted to fill the work order.
Service Provider Contact	Individual submitting the qualified bid.
Service Provider Identifier	User-defined attributes that uniquely identify an individual service provider, such as passport number, driver's license number, or social security number.
Service Provider Roster	List of active and inactive service providers associated with a service provider contact.
SetID	Identification code that represents a set of control table information or TableSets. A TableSet is a group of tables (records) necessary to define the company's structure and processing options.
Sourcing	Process used to send requisitions to suppliers in an effort to fill a requirement.
Status	Indicates whether a row in a table is Active or Inactive. You cannot display inactive rows on transaction pages or use them for running batch processes. The Inactivate value also enables you to maintain an audit trail of data you no longer use.
Supplier Network	Collection of one or more suppliers associated with a business unit that is involved in the services procurement process.
Services Template	Defines the time and progress reporting defaults for the structure and attributes to be used when entering time, expenses, and progress for the business unit.
User ID	System identifier for the individual who generates a transaction.
Visibility	Determines whether an activity is considered public or private. Private activities are not visible when non-involved parties view timesheet information.
Work Order	Specifies the basic terms and conditions of a project. This is also known as the Statement of Work.
	Navigates to the selected record in edit mode.