PeopleSoft Services Procurement 9.1 PeopleBook

Using Default Hierarchies

This chapter provides overviews of default hierarchies used in PeopleSoft Services Procurement, and discusses how to define the region hierarchy.

Understanding PeopleSoft Services Procurement Default Hierarchy

PeopleSoft Services Procurement enables you to set up several default hierarchy structures to use throughout your transaction processing. By setting up defaults, data entry is more consistent, saves time, and cuts down on redundancy and user error. Default values enable an Enterprise to predefine key values that automatically default onto requisitions and work orders.

The most common defaults for requisitions and work orders come from the requester or service coordinator user defaults or from the service type and the business unit. When requesters or service coordinators create requisitions or work orders, the system first determines whether there is default information available for requester, then the service coordinator, then the service type, in that order respectively. If there are no default values defined at the service type level, the system then uses defaults that are defined at the business unit level.

PeopleSoft Services Procurement provides default capability for those values that are relatively static in nature (values that remain the same in everyday operations and would become repetitive to enter for every transaction). For example, if you set up your ChartField defaults with the most appropriate values for your service request, you have little need to drill down to the requisition's distribution level to enter any values. The ChartField values at that level are set by default.

Note. Although it is possible to establish several defaults for your requisition and work orders, you can override most values at the requisition and work order component levels.

Understanding Transaction Defaults

This table details the levels in the transaction default hierarchy from which the selected transaction values can appear by default. The Default Source indicates where the Transaction Field Value comes from. If there is more than one default source listed, then follow this order: review from left to right, with the left-most source taking precedence, and continues from left to right in that order.

The default values listed default onto requisitions, work orders, timesheets, and progress logs.

Transaction Field Value	Default Source
Service Method	Service Method field on the Service Types page.
Category	Category field on the Category Definition page, where Category is the item category defined for the service type on the Service Types page.
Score	Score field on the Service Types and Services Procurement Bus Unit pages.
Allow Multicurrency Reqs (allow multicurrency requisitions)	Allow Multicurrency Reqs field on the Services Procurement Bus Unit page.
Currency	Currency field on the Services Procurement Bus Unit page.
Location	Location field on the Services Procurement Bus Unit page.

Requisition Defaults

The following table lists values that default onto requisitions.

See Creating and Managing Services Procurement Requisitions.

Transaction Field Value	Default Source
Business Unit	Business Unit field from the Requester's Overall Preferences page.
Requester	Requester field from the Requester's Procurement user preferences page.
Currency	Currency field from the Requester Setup page; Currency field from the Purchasing Business Unit Definition page.
Service Type	Service Type field from the Service Requester Defaults page.
Service	Service field from the Service Requester Defaults page.
Requesting Dept	Department field from the Requester's Procurement user preferences page.
Job Title	Description field from the Service/Project Role Attributes page.
Location	Ship To field from the Requester Setup page; Ship To Location field from the Requester's Procurement user preferences page.
Allow Expenses	Allow Expenses field from the Service Type page; Allow Expenses field from the Services Procurement Bus Unit page.
Time Reporting Option	Time Reporting Option field from the Service Type page; Time Reporting Option field from the Services Procurement Bus Unit page.
Scope of Work	Comments field from the Service/Project Role Attributes page.
Rate and Unit of Measure (Resource Only)	Rate and Unit of Measure fields from the Maintain Rate Sheets page.
Unit of Measure (Resource Only)	If no rate sheet exists for the service and region, then the value comes from the Days or Hours Unit of Measure field on the Services Procurement Installation Options page.
Competencies (Resource Only)	Competencies field from the Service/Project Role Attributes page.
Other Skills (Deliverable Only)	Competencies field from the Service/Project Role Attributes page are concatenated into the Other Skills field.
Education Level (Resource Only)	Education Level field from the field Service/Project Role Attributes page.
Experience (Resource Only)	Experience field from the Service/Project Role Attributes page.
Interview Required (Resource Only)	Interview Required field from the Service/Project Role Attributes page.
Track Resources(s) (Deliverable Only)	Track Resource(s) field from the Service Types and Services Procurement Bus Unit pages (Work Order Settings tab).
Service Coordinator and Service Team (non-VMS)	Service Coordinator or Service Team field from the Service Requester Defaults page.
Service Coordinator and Service Team (VMS)	Service Coordinator or Service Team field on the VMS Details by Supplier and Business Unit page. See Establishing and Managing VMS.
Individual Services (Multi Resource Only)	Individual service information is defaulted from the Assign Individual Services to Multi Resource Service page when you click the Use Default Services button.

ChartFields

This table details the default values for various ChartFields used on requisitions.

ChartField	Default Source
Dept (department)	ChartField Dept field from the Requester's Setup page; Department field from the requester's Procurement user preferences page.
Location	Ship To field from the Requester Setup page; Ship To Location field from the requester's Procurement user preferences page.
GL Unit	ChartFields GL Unit field from the Requester Setup page; GLUnit field on the Purchasing Business Unit Definition page.
Account (Labor)	Account field from the Category Definition page, where Category is the item category defined for the service type.
Account (Expense Distrib.Type)	Default Expense Account field from Services Procurement Bus Unit page. If not found, then the Account associated to the category for the service type.

Sourcing Defaults

The following table list values that default onto sourcing pages.

See Managing PeopleSoft Services Procurement Sourcing.

Transaction Field Value	Default Source
Supplier Information - Sent To, Provider Contact, Notification Method, Maximum Submittals	Various fields from Region/Service Type combination for resource based or Region/Service combination for deliverable based, Region only or Service/Service Type only (order determined by sourcing preference defined on Business Unit); Services Procurement Bus Unit page.

Work Order Defaults

The following table lists values that default onto work orders.

See Managing Work Orders.

Note. If you create a work order that is linked to a requisition, many of the values that automatically default onto the requisition will also default onto the work order.

This table represents default values for work orders that are not linked to requisitions.

The Default Source indicates where the Transaction Field Value comes from. If there is more than one default source listed, then follow this order: review from left to right, with the left-most source taking precedence, and continues from left to right in that order.

Transaction Field Value	Default Source
Business Unit	If the service coordinator creates a work order, then Business Unit value defaults from the Business Unit field on the Service Coordinator's Overall Preferences page, otherwise it comes from the Business Unit field on the Requester's Overall Preferences page.
Service Type	If the service coordinator creates a work order, then the Service Type value defaults from the Service Type field on the Service Coordinator Defaults page, otherwise it comes from the Service Type field on the Service Requester Defaults page.
Service	If the service coordinator creates a work order, then the Service value defaults from the Service field on the Service Coordinator's Defaults page, otherwise it comes from the Service field on the Service Requester Defaults.
Requesting Dept	Department field from the requester's Procurement user preferences page.
Job Title	Description field from the Service/Project Role Attributes page
Location	Ship To field from the Requester Setup page; Ship To Location field on the requester's Procurement preferences page; Ship To Location field from the Service Coordinator's Procurement user preferences page.
Allow Expenses	Allow Expenses field on the Service Type page; Allow Expenses field from the Services Procurement Bus Unit page.
Invoice Approver	Invoice Approver field from Service Requester Defaults page; Invoice Approver field from the Service Coordinator Defaults page.
Supplier Invoice Approver	Non VMS: From The work order's Service Provider Contact field. VMS: From the work order's VMS Service Coordinator field. If the work order's VMS coordinator is a Service Team, and there are more than one member of the team, then no default is provided and it must be supplied by the user, otherwise the sole member of the team is defaulted into the Supplier Invoice Approver field.
Time Reporting Option	Time Reporting Option field from the Service Type; Time Reporting Option field from the Services Procurement Bus Unit page.
Scope of Work	Comments field from the Service/Project Role Attributes page.
Currency	Currency field from the Requester Setup page; Currency field from the Purchasing Business Unit Definition page.
Rate and Unit of Measure (Resource Only)	Rate and Unit of Measure fields from the Maintain Rate Sheets page.
Unit of Measure (Resource Only)	If no rate sheet exists for the service and region, then the value comes from the Days or Hours Unit of Measure field on the Services Procurement Installation Options page.
Competencies (Resource Only)	Competencies field from the Service/Project Role Attributes page.
Other Skills (Deliverable Only	Competencies from the Service/Project Role Attributes page are concatenated into the Other Skills field.
Education Level (Resource Only)	Education Level field from the Service/Project Role Attributes page.
Experience (Resource Only)	Experience field from the Service/Project Role Attributes page.
Track Resources (Deliverable Only)	Track Resource(s) field from the Service Type page; Track Resource(s) field from the Services Procurement Bus Unit page (Work Order Settings tab).
Work Order Alerts	Work Order Alerts values from the Service Requester Defaults page; Service Coordinator Defaults page; Service Type page; Services Procurement Bus Unit page (Work Order Settings tab).
Survey ID	Survey ID field from the Surveys by Service Types page.
Require Survey	Require Survey field form the Service Types page.
Automatically Send Survey	Automatically Send Survey field from the Service Types page.
Survey Role Distribution List	Role Distribution List field from the Setup Survey page.
Service Coordinator and Service Team (non-VMS)	Service Coordinator or Service Team field on the Service Requester Defaults page. When the service coordinator creates a work order, the service coordinator who creates the work order is defaulted into the field.
Service Coordinator and Service Team (VMS)	Service Coordinator or Service Team field on the VMS Details by Supplier and Business Unit page. See I'll add the link to the section in the VMS chapter
Individual Services (Multi Resource Only)	Individual Service information is defaulted from the Assign Individual Services to Multi Resource Service page when you click the Use Default Services button.

ChartFields

This table details the default values for various ChartFields used on work orders.

See Requisition Defaults.

Understanding Service Requester Defaults

This section discusses how to define service requester defaults.

Service Requester Defaults

Use the Service Requester Defaults page to simplify the requisition and work order data entry process for requesters. When you define service requester default values, requesters can use those values when creating multiple requisitions and work orders. This streamlines data entry for each requester, because default information appears on requisitions and work orders automatically. You can then authorize established purchasing users to enter and process requisitions for all or specific requesters.

Service requester default values include, but are not limited to the following fields:

Service Type
Service (Project Role)
Service Coordinator/Team
Invoice Approver
Allow Time/Expense Overage %
Alerts Notification Method
Work Order Alerts

In addition, the following values are defaulted from the requesters Procurement User Preferences

Location
Ship To

Understanding Service Coordinator Defaults

This section discusses how to define service coordinator defaults.

Service Coordinator Defaults

Use the Service Coordinator Defaults page to simplify the work order data entry process for service coordinators.

Service coordinator default values include, but are not limited to the following fields:

Service Type
Service (Project Role)
Invoice Approver
Authorized to Delegate
Authorized to Change Sourcing Rules
Allow Time/Expense Overage %
Alert Notification Method
Work Order Alerts
Expense Approver

In addition, the following values are defaulted from the service coordinators Procurement User Preferences:

Location
Ship To

Defining the Region Hierarchy

Use the region hierarchy to determine the best suppliers to source the requisition request. Use the Region Codes and Tree Manager pages to build the region default structure and associate locations to the regions.

Once you establish the region hierarchy, use it to define rates and valid suppliers for sourcing.

The location specified on a requisition or work order is used to determine the related region for identification of associated rates.

Note. If the Use Region Tree Structure option is not selected on the Services Procurement Installation Options page, the Locations by Region page is used instead of the Region Tree to associate locations to regions for purposes of determining rates.