PeopleSoft Services Procurement 9.1 PeopleBook

Getting Started with PeopleSoft Services Procurement

This chapter discusses:

PeopleSoft Services Procurement business processes.
Delivered user roles.
PeopleSoft Services Procurement integrations.
PeopleSoft Services Procurement implementation.

PeopleSoft Services Procurement Business Processes

PeopleSoft Services Procurement provides these business processes:

Fulfillment facilitates the procurement process and provides the ability to capture role and skill specific requisitions, source the requisition to suppliers in the supplier network, and qualify and procure service providers.
Administration enables management of the ongoing work process by providing project and activity definition and enabling service providers to log time and status information.
Settlement extends services administration by providing a self-invoicing ability and creating invoices based on approved timesheets, progress logs, and expenses.
Analytics runs interactive reports against a data mart. The reports analyze supplier information to help manage your services spend.

We discuss these business processes in the business process chapters in this PeopleBook.

Delivered User Roles

The PeopleSoft system delivers the following access for user roles:

See Maintaining Users and Team Setup.

User Role	Access
Requester	Maintain services projects. Maintain services activities. Create requisitions. Manage requisitions. Review and source requisitions (read-only). Review bids. View scheduled interviews (read-only). Rate interviews. Manage work orders. Maintain time and expenses (read-only). Maintain progress logs. View provider roster (read-only). View provider performance (read-only). View provider length of stay (read-only). View expense life cycle (read-only). View expense variance (read-only). View supplier performance (read-only). View supplier rate comparison (read-only). View minority-owned suppliers (read-only).
Service Coordinator	Review and source requisitions and work orders. Schedule interviews. Assess bids. Manage work orders (if allowed on service coordinator defaults). View provider roster (read-only). View provider performance (read-only). View provider length of stay (read-only). View expense life cycle (read-only). View expense variance (read-only). View supplier performance (read-only). View supplier rate comparison (read-only). View minority-owned suppliers (read-only).
Service Provider Contact	Review requisitions and submit bids. Maintain communications. Manage service providers. Maintain service provider contacts (supplier administrators only). Maintain time and expenses (read-only). Maintain time and expense as proxy. Maintain progress logs. Approve invoices.
Service Provider	Maintain time and expenses.
Executive	View provider roster (read-only). View provider performance (read-only). View provider length of stay (read-only). View expense life cycle (read-only). View expense variance (read-only). View supplier performance (read-only). View supplier rate comparison (read-only). View minority-owned suppliers (read-only).
Invoice Manager	Manage invoices. Create batch invoices. Print invoices. Export invoices to PeopleSoft Payables.
Administrator	Define PeopleSoft Services Procurement installation options. Create PeopleSoft Purchasing business units. Create PeopleSoft Services Procurement business units. Create PeopleSoft Project Costing business units. Define automatic numbering. Define currency codes. Define departments. Define locations. Build Verity Search Index. Define ship to locations. Define units of measurement. Define work order logistical tasks. Define task groups. Define tasks by task group. Define task groups by service type. Define project types. Define supplier information. Define supplier network. Define competency types. Define competencies. Assign competencies to set IDs. Define service suppliers by region. Define supplier by region and service type.
Administrator continued	Define suppliers by service. Define supplier by region and service. Define service provider identifiers. Define requester user. Register service coordinators. Register provider contacts. Register service providers. Register Administrators Register Approvers Define user preferences. Set up role actions. Maintain workflow. Maintain workflow notifications. Define automatic sourcing. Maintain email notification definition. Define procurement region codes. Maintain rate sheets. View rate sheet list. Define services. Define service types. Define service attributes. Define multi-resource assignments.
Administrator continued	Define services by service type. Define service type by service. Define service activities. Define Project Activities (Project Costing installed). Define Activities by Service Type (Project Costing not installed). Define activities by service. Define response types. Set up surveys. Define surveys by service type. Define VMS by business unit and service type. Define payment terms timing. Define single payment terms. Define multiple payment terms. Establish an accounts payable interface. Define time and expense templates. Define expense business purpose. Define expense distance rate. Define expense type.
Administrator continued	Define expense payment type. Define expense location. Maintain preferred merchant. Define time reporting codes. Define pay types. Define markups by service type. Define markups by procurement region. Create bid factors. Create bid factor mapping. Define performance level code. Define supplier scoring rule. Define Service Request Type. Define Role Distribution List. Define Service Teams. Define Teams by Region/Service Type. Define Rating Models. Define Experience.

PeopleSoft Services Procurement Integrations

PeopleSoft Services Procurement integrates with these PeopleSoft applications:

PeopleSoft Services Procurement Integration with other PeopleSoft Applications

While PeopleSoft Services Procurement can run independently, it does leverage the investment through integration with other PeopleSoft applications, as well as third-party applications.

We discuss integration considerations in the implementation chapters in this PeopleBook.

Supplemental information about third-party application integrations is located on Oracle's My Oracle Support website.

PeopleSoft Payables

PeopleSoft Payables seamlessly integrates the supplier settlement process. PeopleSoft Services Procurement populates staging tables with services invoicing data, and you run the Voucher Build to generate vouchers for disbursement.

See Integrating with Accounts Payables Applications.

PeopleSoft Project Costing

PeopleSoft Project Costing shares project and activity data with PeopleSoft Services Procurement, including time and expenses. This enables you to include information on service providers in the project reporting.

When the provider logs time and expenses, you can link back to the project set up in PeopleSoft Project Costing for reporting purposes.

PeopleSoft Purchasing

You can generate PeopleSoft Purchasing purchase orders from work orders. The approved purchase order amount is stored on the work order and is consumed during the invoicing process. It is also possible to use purchase contracts with services when the purchasing integration is activated

See Integrating with PeopleSoft Purchasing.

PeopleSoft Resource Management

PeopleSoft Resource Management provides an end-to-end solution for managing services spend and for maximizing the value obtained from those services. PeopleSoft Services Procurement integrates with PeopleSoft Resource Management, enabling internal services orders to become a valid external service purchasing request. This enables enterprises to better use internal workforces before bringing in external resources.

If a requisition is filled in PeopleSoft Services Procurement, the system updates the PeopleSoft Resource Management service order fulfillment quantity by incriminating it by one. Also, the system creates a PeopleSoft Resource Management assignment upon work order release.

See Integrating With PeopleSoft Resource Management.

PeopleSoft Strategic Sourcing

You can integrate with PeopleSoft Strategic Sourcing for the following bid management functionality while sourcing:

Define submittal rating criteria in the form of a bid factor that is defined in Strategic Sourcing.
Associate multiple bid factors as selection criteria in requisitions.
Rate supplier submittals based on predefined weightings.
Sort and manage the score.
Analyze bids and awards.

PeopleSoft Human Capital Management

When you install both Supply Chain Management and Human Capital Management database structures, you can configure the system to use the HCM database as the system of record and initiate consistent terminology between the PeopleSoft Services Procurement and PeopleSoft HCM applications. You can also use Services Procurement from Talent Acquisition Manager as a source for filling job postings.

See PeopleSoft Human Capital Management Integration.

PeopleSoft Services Procurement Implementation

PeopleSoft Setup Manager enables you to generate a list of setup tasks for the organization based on the features that you are implementing. The setup tasks include the components that you must set up, listed in the order in which you must enter data into the component tables, and links to the corresponding PeopleBook documentation.

PeopleSoft Services Procurement also provides component interfaces to help you load data from the existing system into PeopleSoft Services Procurement tables. Use the Excel to Component Interface utility with the component interfaces to populate the tables.

This table lists all of the components that have component interfaces:

Component	Component Interface	Reference
Competencies	RS_COM_COMPTNCY_TBL	See Maintaining Service Setup.
Project Costing Options	PROJECT_BU_OPTIONS	See Setting Up Business Unit Definitions.
Preferred Merchant	EX_MERCHANT_SETUP	See Maintaining Settlement Setup.
Expense Location	EX_LOCATION_SETUP	See Maintaining Settlement Setup.
Distance Rate	EX_AUTO_RATE_SETUP	See Maintaining Settlement Setup.
Add Vendors	EM_VENDOR_CI	See Defining Service Supplier Setup.
Rate Sheet	SPB_RATESHEET	See Maintaining Rate Sheets.
Requester Setup	REQUESTOR_TBL_CI	See Maintaining Users and Team Setup.

Other Sources of Information

In the planning phase of your implementation, take advantage of all PeopleSoft sources of information, including the installation guides, table-loading sequences, data models, and business process maps. A complete list of these resources appears in the preface in the PeopleSoft Enterprise Application Fundamentals 9.1 PeopleBook, with information about where to find the most current version of each.