PeopleSoft Services Procurement 9.1 PeopleBook

Managing PeopleSoft Services Procurement Sourcing

This chapter discusses how to:

Source requisitions.
Manage work order sourcing.

Sourcing Requisitions

This section provides overviews of services requisition sourcing rules and the requisition sourcing process and discusses how to:

Access requisitions for sourcing.
View the worklist.
Source requisitions.
View activities by requisition.
Adjust bid factor weightings.
Manage sourcing rules by requisition line.
Defining requisition rate details.
Reassign requisition lines.
Use the sourcing review.
View the sourcing history.

Understanding Services Requisition Sourcing Rules

PeopleSoft Services Procurement sourcing rules enable the service coordinator to send approved requisitions to suppliers who are best qualified to fill a requisition. When service requisitions are submitted or approved, if the business unit settings are set appropriately, service coordinators can source the requisitions using predefined sourcing rules.

Before you can source a requisition, the following conditions must be met:

The requisition must be approved.

Note. In most cases, the requisition must be approved prior to sourcing. However, if you've selected the Allow Sourcing Prior to Approval option on the Services Procurement Business Unit page, you can source a requisition request after it has been submitted for approval.
Suppliers must be defined for the business unit supplier network.

PeopleSoft Services Procurement sourcing rules enable you to define suppliers by different attributes to streamline the sourcing process. Suppliers can be defined by region to ensure that you hire only service providers who are located near you to minimize travel costs.

Suppliers who provide resource-based services can be defined by service type. This enables you to define which suppliers provide the best candidates for a particular service type. To further refine the resource-based supplier list, you can define suppliers by region and service type combination.

Suppliers who provide deliverables-based and multi resource services can be defined by service/project role. This enables you to define which suppliers best fit a particular service. To further refine the deliverables-based and multi resource supplier list, you can define suppliers by region and service combination.

Using the Services Procurement business unit, you can determine which sourcing rule takes precedence, the region or the service or service type. If you select region, the system looks first for suppliers who match the region and service or service type, then for suppliers matching that region, then for suppliers who match the service or service type, and lastly, for suppliers according to business unit.

You can also use bid factor criteria to determine the top bid submittals for a particular requisition. You can source requisitions to both internal and external suppliers.

PeopleSoft Services Procurement provides supplier metrics to help score, analyze, and compare suppliers based on various aspects of the requisition life cycle. Use supplier scoring to determine the best suppliers to satisfy requisition requirements.

See Also

PeopleSoft Services Procurement Preface

Supplier Scoring for PeopleSoft Services Procurement

Understanding Bid Factors

Understanding the Requisition Sourcing Process

Here is an overview of the procedure for sourcing a requisition:

Access the Manage Sourcing page.

Click the link for the requisition ID that you want to source.
Access the Sourcing Selection page.

If the business unit is set up for sourcing prior to approval, select pre-approval pending or approved requisition lines to source to suppliers that are listed according to the sourcing rules. If the business unit is not set up for sourcing prior to approval, select only approved requisition lines to source.
Access the Reassign Requisition page.

If the requisition line should be sourced by another service coordinator, you can reassign it to the appropriate service coordinator. The system creates a worklist entry for the new service coordinator.

Note. You can access this page only if your system administrator gives you the proper permission to reassign requisitions.

Note. You can only reassign a requisition before you source it to a supplier.
Click the Bid Factor Weighting link on the Sourcing Selection page to access the Bid Factor Weighting page.

Use this page to adjust your bid factor weightings for a specific requisition.
Click the Rules by Requisition Lines link on the Sourcing Selection page to access the Sourcing Rules by Requisition Lines page.

Use this page to change the sourcing preferences on the requisition.

Note. You can access this page only if your system administrator gives you the proper permission on the Service Coordinator Defaults page. Changing information on the Sourcing Rules by Requisition Lines page overrides all previously defined sourcing to preferred suppliers, and it also refreshes and filters a new list of suppliers that meet the new sourcing preferences.
Click the Submit button at the bottom of the Sourcing Selection page to submit requisitions to the selected list of suppliers.

Note. The Submit button triggers a PeopleSoft Strategic Sourcing event. All bid factors are associated with this event.
Access the Sourcing Review page, and review the list of suppliers to whom you have sourced the requisition.
Access the Sourcing History page, and view the history for individual suppliers.

Pages Used to Source Requisitions

Page Name	Definition Name	Navigation	Usage
Manage Sourcing	SPF_SRC_MANAGE_PG	Services Procurement, Review and Source	Access requisitions for sourcing.
Worklist	WORKLIST	Home, Worklist	View the worklist where you can locate approved requisitions for sourcing using the worklist filter sPro Approved Requisition.
Sourcing Selection	SPF_SOURCE_SELECT	Click the Sourcing Select button on the Manage Sourcing page.	Sourcing requisitions.
Activities by Requisition	SPF_REQ_ACT	Click the Activities by Requisition link on the Sourcing Selection page.	View activities defined for a requisition. You can add activities only if Allow add activities is enabled for the selected service. Note. The Activities by Requisition link appears only for deliverables-based requisitions.
Bid Factor Weighting	SPF_BDFTR_WEIGHT	Click the Bid Factors Weighting link on the Sourcing Selection page.	Adjust bid factor weightings for a specific requisition.
Sourcing Rules by Requisition Line	SPF_SRCRULES_REQ	Click the Sourcing Rules by Requisitions link on the Sourcing Selection page.	Managing sourcing rules by requisition line. If you have the proper permission, you can change the sourcing preferences for the requisition.
Requisition Rate Details	SPF_DEFN_REQ_RATES	Click the Define Requisition Rates button on the Manage Sourcing page.	Define requisition rate details.
Reassign Requisition Line	SPF_SRC_REASSIGN	Click the Reassign link on the Sourcing Selection page.	Reassign a requisition line to a different service coordinator.
Sourcing Review	SPF_SOURCE_REVIEW	Click the Sourcing Review link on the Sourcing Selection page.	Using the sourcing review.
Sourcing History	SPF_SOURCE_HISTORY	Click the Sourcing History button on the Sourcing Review page.	View sourcing history.
Requisition Life Cycle	PV_REQ_CYCLE_PAGE	Click the Requisition Life Cycle button on the Managing Sourcing page.	View the requisition life cycle.
Sourcing Selection	SPF_SOURCE_SELECT	Click the link on the Worklist page that corresponds to the requisition ID that you want to source.	Enter sourcing requirements.
Job Summary	SPF_REQ_SUMMARY_PG	Click the linked requisition ID.	View a summary of the requisition job requirements.
Location Address	SPF_ADDRESS_LOC	Click the linked location code.	View the location where the service will be performed.
Sourcing History	SPF_SOURCE_HISTORY	Click the Sourcing History button on the Sourcing Review page.	Review sourcing history.
Supplier Scoring Results	SPB_SUP_SCR_RSLT	Click the Score Analysis button on Additional Information tab on the Sourcing Selection page.	View supplier scoring results.

Accessing Requisitions for Sourcing

Access the Manage Sourcing page (Services Procurement, Review and Source).

The Manage Sourcing page is the central location for accessing and maintaining sourcing information for requisitions and work orders. When you initially access the page, the system displays the requisitions that belong to you. Select the Manage Work Order Sourcing tab to view and access work orders for sourcing. You can enter search criteria to limit the search results.

To search for the requisitions associated with the team but either not yet assigned or assigned to another team member, first select a valid service team, then select a service coordinator and click the Search button. The Service Team and Service Coordinator fields are available only for service coordinators assigned to a team. If you are on a team, all the teams for which you are a member appear in the Service Team field list of values. If you aren't on a service team, you can access requisitions only where you are the service coordinator. If you select a requisition from another team member, you have the same access and change privileges for the requisition as the other team member. If you act on a requisition, the system updates the requisition to show you as the service coordinator. This indicates who last worked on the requisition.

You can also source multi-resource transactions. The parent multi-resource service is sourced from the requisition, with visibility of any related individual child services that have been associated to the requisition. However, those individual services are not filled at this time. Only the parent multi-resource service is sourced initially. The individual child services can be sourced with the work order sourcing functionality after the parent multi-resource service has been filled and the related parent work order has been created and approved.

Requisition Type	Select to view original or extended requisitions.
Requisition Status	View requisitions by status. Statuses include: Approved Canceled Closed Denied Filled On Hold Open Pending Pre-Approval Pending Pre-Approval Sourced Sourced Note. If you select the Pre-Approval Pending or Pre-Approval Sourced value, the system returns requisition values that were sourced but not yet approved. These options are available only when you select the Pre-Approval Parallel Sourcing option on the PeopleSoft Services Procurement Business Unit page. See Defining PeopleSoft Services Procurement Business Units.
Service Method	Select a method on which to base a search. Methods include: Deliverable Multi Resource Resource
Service Team	Select a specific team of service coordinators.
Last Worked on by	Select a user ID on which to base a search. This is the user who was the last person to change the requisition.
From Date and Through Date	Define a date range on which to base a requisition search.

Requisition Details

This tab displays the results from the search criteria that you entered.

	Click to access the Sourcing Review page.
	Click to access the Sourcing Selection page.
	Click to access the Requisition Life Cycle page.
	Click to cancel the selected requisition line. Note. When the service coordinator cancels a requisition line, a confirmation page appears, and the service coordinator can enter the reason code and related comments if the business unit is set up to use reason codes.
	Click to access the Define Requisition Rates page, where you can define requisition rate details.

Additional Information

Select this tab to view additional information about the requisition, such as the service team, service coordinator, and requisition type.

Viewing the Worklist

Access the Worklist page (Home, Worklist).

Link

Click the link that corresponds to the requisition ID that you want to source using the worklist filter sPro Approved Requisition value. Click this link to access the Sourcing Selection page, where you can source the requisition.

Note. When an extended requisition is approved, the service coordinator receives a worklist entry with a column indicating that the requisition is extended and approved.

Sourcing Requisitions

Access the Sourcing Selection page (click the Sourcing Selection button on the Manage Sourcing page).

Use this page to review and source the requisition request. When you click a service, you access the Job Summary page for the service. Fields on the Sourcing Selection page vary based on the requisition service method.

Note. The service coordinator can edit many of the requisition fields from this page prior to sourcing the requisition to suppliers. After you update the fields , click the Save Requisition Changes button to save the requisition changes.

Note. A service provider/coordinator cannot source a requisition to herself on the Sourcing Selection page.

Note. If you have the Managed Service Provider Installation check box selected on the Installations Options page, MSP rate information appears on the Sourcing Selection page.

Save Requisition Changes	Click to save the changes that you make to the requisition.
Bid Factor Weighting	Click to access the Bid Factor Weighting page, where you can view bid factor information and attributes. See Adjusting Bid Factor Weightings.
Sourcing Rules by Requisition	Click to access the Sourcing Rules by Requisition Line page, where you can update the rate preference, score, and minimum and maximum values. See Managing Sourcing Rules by Requisition Line.
Activities By Requisition	Click to access the Activities by Requisition page, where you can view activities for a requisition line. You can also view comments for the line. See Viewing Activities Defined for a Requisition.
Reassign	Click to access the Reassign Requisition Line page, where you can select another service provider for the requisition line. After you reassign the requisition line, the system assigns the line to the new service coordinator and removes it from your work queue. See Reassigning Requisition Lines.

Requisition

The Requisition group box provides basic information about the requisition. Click the Requisition ID link to access the Requisition Line Job Summary page, where you can view and maintain requisition information. You can also change the requisition start and end dates in this section.

Requisition Rate Details

This group box provides information about the requisition rate, including the requisition line total and currency. You can also select the Display Amount to Supplier check box to make the information visible to the supplier.

See Defining Requisition Rate Details.

Service Information

This group box provides details about candidate requirements and multiple-resource information for related individual services when you select to source a multi-resource service.

Service Method	Indicates whether the requisition is a Multi Resource, Resource, or Deliverable service method.
Service Type	Displays the service type after you add or select a service for this requisition.
Service	Displays the service. Click the link to access the Job Summary page for the service.
Qty (quantity)	Displays the number of positions that you want to include in this requisition. You can change this information by clicking the service link. The field is only available for resource services where you are using a deliverable or multi-resource service.
Location Code	Displays the business unit location used for this service. Click the location link to view the location address associated to the location.
Start Date and End Date	Displays the start and end date for the service.
Total Position	Displays the number of positions for this requisition.
Filled Position	Displays the number of positions that have been filled for this requisition.
Utilization% (utilization percentage)	Displays 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.
Interview Required	Indicates if an interview is required with the candidate to fill this service.
Allow Expenses	Indicates if expenses are allowed for this service.
Overtime Permitted	Indicates if this service permits overtime.
Job Title	Displays the job title used to define the job.
Track Resource(s)	Indicates if the service provider resources are to be included on a deliverables-based requisition.
Scope of Work	Displays the information entered to describe the job.
Other Skills	Displays any other skills that a candidate would need to perform this service.
Duration	Displays the length of time for this service.
Rate	Displays the rate at which this service is paid.

Note. The Change Tracking feature setup determines whether changes to requisition data is allowed after approval, and if so whether the changes are tracked.

Service Details

This grid provides information about multi-resource service requisitions. The grid is display-only.

Select Sourcing Suppliers: Supplier Information

You use the Select Sourcing Suppliers: Supplier Information tab to select the vendor to which you want to source a requisition line. You can select an individual vendor or select all vendors for sourcing the requisition line. You can also select to source the requisition by source type (primary, secondary, tertiary, or internal vendors). You can select one source type to which to source the requisition line by selecting the corresponding check box.

After you define the source type or manually select individual suppliers for sourcing, click the Submit button to source the requisition line. After the system sources the requisition line, it updates the Sourcing Status field to Sourced.

Vendor ID	Displays the vendor. To source this requisition line to the vendor, select the check box and click the Submit button.
Vendor Name	Displays the vendor name.
Source Type	Indicates whether the supplier is Internal, Primary, Secondary, or Tertiary.
Sourcing Status	Displays the sourcing status, Sourced or Unsourced.
Send To	Select to source the requisition request to either the supplier location or a specific contact at the supplier location. Values include Location and Provider Contact.
Provider Contact/Location	Displays the provider contact name or the location, depending on the selection for the send to field.
Name/Description	Displays the name of the service provider or description of the location.
Select All	Click to select all the vendors listed on the Supplier Information tab.
Primary, Secondary, Tertiary, and Internal	Select a check box to indicate that you want to select all vendors that are within the a supplier classification. For example, if you want to source requisitions to a secondary supplier, you would select the Secondary check box. The system automatically selects all suppliers that are defined as secondary suppliers.

Select Sourcing Suppliers: Additional Information

Notification Method	Select Email and Worklist or Worklist Only to specify the supplier notification method.
Filled Position	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 canceled.
Selection Level	View the vendor selection level values. This value reflects the method that is used to include a vendor in the sourcing selection list. Values for resource-based requisitions are Region Service Type, Service Type, Region, Preferred, and Supplier Network. Values for deliverable-based and multi-resource requisitions are Region Service, Service, Region, Preferred, or Supplier Network. Note. The selection level indicates the level that is used when you select a supplier.
Contract	Indicates whether the supplier has a contract. Note. This field appears only if service contracts are enabled on the PeopleSoft Services Procurement Installation Options page, and if Include all Contract Suppliers is selected on the PeopleSoft Services Procurement business unit page.
Score	Displays the supplier score based on the established rules that include supplier performance metrics, level codes, weight, and performance-level ranges.
Max Submittal Limit/Position (maximum submittal limit and position)	Enter the maximum number of candidates that a supplier can submit per position for the requisition line. For example, if the requisition line has 5 positions and the maximum submittal limit is set to 3, the supplier may submit up to 15 candidates.
	Click the Score Analysis button to view the analyzed score.

Service Coordinator Edits

If the requisition has not been sourced, service coordinators can edit the Start Date, End Date, and Location fields. The start date can be moved forward, but not backward. When you change the start date, the system automatically adjusts the end date by the original duration; you can change the end date, but you will be warned if the new duration is shorter than the original duration. The start date, end date, and location fields appear as view only when the requisition is sourced.

Regardless of whether the requisition has been sourced, the service coordinator can edit the job description, competencies, and scope of work.

See Also

Setting Up Suppliers by Region

Maintaining the Supplier Network Setup

Viewing Activities Defined for a Requisition

Access the Activities by Requisition page (click the Activities by Requisition link on the Sourcing Selection page) for deliverable services.

Activities added to the requisition can be added to the work order. The service provider contact can record progress against these activities.

Select a service activity and click the Save button.

Note. You can add activities only if the service on the requisition has Allow add activities selected and the requisition is for a deliverables-based service. You cannot add activities after the requisition has been sourced.

Adjusting Bid Factor Weightings

Access the Bid Factor Weighting page (click the Bid Factors Weighting link on the Sourcing Selection page).

Comment Text

View the bid factors that are associated with a specific requisition.

Weighting

Adjust the weightings of each bid factor to determine its level of importance. For example, suppose that if the candidate start date is the most important qualification, then you would weigh that bid factor more heavily than others.

Note. The total of all bid factor weightings must equal 100 percent.

See Also

Creating Bid Factors

Managing Sourcing Rules by Requisition Line

Access the Sourcing Rules by Requisition Line page (click the Sourcing Rules by Requisitions link on the Sourcing Selection page).

If the sourcing engine returns too many rows, you can access this page to refine the search. You can access this page only if you have the permissions on the service coordinator defaults.

Preference Rule	Select Region to indicate that selecting suppliers within the same region is more important, or select Service/Service Type to indicate that selecting suppliers that provide the right service or service type is more important.
Score	Indicate the minimum score that a supplier must have to be selected for sourcing.
Minimum	Enter the minimum number of suppliers to find using the sourcing rules.
Maximum	Enter the maximum number of suppliers to find using the sourcing rules.
Include All Contract Suppliers	Select to include all suppliers that have an existing contract for the desired role. Note. This check box is available only for resource-based requisitions.
Save	Click to save changes. When you click the Sourcing Selection Page link, the Sourcing engine runs again using the new parameters.

Defining Requisition Rate Details

Access the Requisition Rate Details page (click the Define Requisition Rates button on the Manage Sourcing page).

This page provides requisition and service details, service information, and candidate requirements and duration information. The page is available to the service coordinator when the business unit Requester Access to Rates field value is set as No Access or View Only.

Requisition Rate Details

Allow Expenses	Select to allow expenses to be included in the requisition. The check box appears selected or deselected based on its setting on the Create Requisition page. The check box is available if the SP Expenses Enabled check box is selected on the Services Procurement Installation Options page.
Labor Amount	Displays the total labor amount calculation based on the rate, unit of measure, and service days specified. You can override the amount.
Expense Amount	Displays 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.
Currency	Displays the monetary currency in which the system measures the expense and labor amounts.
Line Total	Displays the total for labor and expense for all positions for the duration of the requisition.

Rate Definition

When the requester does not have access to the rates, the system routes the requisition to the service coordinator to define the rates.

The service coordinator should define the rates before routing the requisition back to the requester. For multi-resource services, this includes both the top-level parent multi-resource service and the related individual child services. Click the Service link to define the rates of individual services. Service coordinators cannot add or delete services from this page.

Service Type	Displays the service types for this requisition line. Service types are a way of grouping roles or services.
Service	Displays the services associated with the requisition line. You can click the link to access the Service page. The page displays resourced-based service information for which you can define the rates for the service.
Qty (quantity)	Displays the number of positions required for the requisition line. Multi-resource services can have multiple services for a requisition line.
Start Date and End Date	Displays the service provider's earliest start date and end date.
Duration	Displays the number of days between the start and end dates.
Add Individual Services	Click to add a service to this multi-resource service. This button appears if no services are associated with the top-line requisition.

Reassigning Requisition Lines

Access the Reassign Requisition Line page (click the Reassign link on the Sourcing Selection page).

Service Coordinator

Enter a service coordinator to whom you want to reassign the lines.

Using the Sourcing Review

Access the Sourcing Review page (click the Sourcing Review link on the Sourcing Selection page).

No. of Times Sent (number of times sent)	View the number of times this vendor has been sourced for this requisition line.
No. of Submittals (number of submittals)	View the number of bids from the supplier.

Viewing Sourcing History

Access the Sourcing History page (click the Sourcing History button on the Sourcing Review page).

The sourcing history includes the service coordinator who submitted the requisition to be sourced, the vendor contact, the notification method, and the submit date.

Managing Work Order Sourcing

This section discusses how to:

View work orders for sourcing.
Manage work order sourcing review.
View work order sourcing history.

See Also

Creating and Managing Work Orders

Pages Used to Manage Work Order Sourcing

Page Name	Definition Name	Navigation	Usage
Manage Work Order Sourcing	SPF_SRC_MNG_WO_PG	Services Procurement, Review and Source Select the Manage Work Order Sourcing tab on the Manage Sourcing page.	View work orders for sourcing.
Details	SPF_WORDER_DETAIL	Click the Work Order link on the Manage Work Order Sourcing page.	View details about the work order.
Work Order Service Sourcing Select	SPF_SOURCE_SLT_WO	Click the Work Order Sourcing Select button on the Manage Services Work Order page for a resource- or deliverables-based work order.	Source work orders.
Multi Resource Sourcing Select	SPF_SOURCE_SLT_MWO	Click the Work Order Sourcing Select button on the Manage Services Work Order page for a multi-resource work order. Click the Multi Resource Sourcing Select link on the Work Order Sourcing Review page.	Source multi-resource work orders.
Manage Work Order Sourcing Review	SPF_SOURCE_REVIEW	Click the Work Order Sourcing Review link on the Manage Services Work Order page.	Review work order sourcing details.
Work Order History	SPF_SOURCE_HIS_WO	Click the Work Order Sourcing History button on the Manage Work Order Sourcing Review page.	View work order sourcing history that was sourced to suppliers.
Supplier Replacement Sourcing Review	SPF_SOUR_RVW_WO_SP	Services Procurement Review Replacement, Submit Bids (must be logged in as a supplier)	Review incoming replacements and submit candidates.

Viewing Work Orders for Sourcing

Access the Work Order Sourcing page (Services Procurement, Review and Source, and select the Manage Work Order Sourcing tab on the Manage Sourcing page).

When you access the Manage Work Order Sourcing page, the system initially displays all work orders for the user. To limit the number of work orders, enter search criteria. Search fields for work orders are similar to those used for searching for requisitions to source. Select a specific work order in the Work Order ID field on which to base a search.

Note. After the top-level parent service of a multi-resource requisition line is filled and the related work order is approved, service coordinators can source the service lines one or more at a time using work order sourcing. Sourcing parameters such as notifications, submit limit, and so on are supplied from the top-level line. Service coordinators can still access and update individual services.

When a top-level parent multi-resource service has been filled and the related work order has been approved, service coordinators can then source one or more of the individual child service lines. Some sourcing parameters, such as the notification or the maximum submission limit, are extracted from the top-level parent service.

See Sourcing Requisitions.

The Work Order Details tab provides basic information about the work order, such as the work order type and service method.

Work Order	Click to access work order details and cost information.
Requisition ID	Click to access details about the requisition that was used to create the work order.
Line	Displays the line number of the requisition to which the work order applies.
Work Order Type	Displays the type of work order. Work order types determine the logistical task group and logistical tasks that are associated with the work order. Values include Original, Extension, Replaced, and Reassigned.
Service Method	Displays the method used to create the work order. Methods include: Deliverable: Services that are generally performed by an entire work force, such as a work order for an entire project, not just the hours worked by a single service provider. Multi Resource: Services that support multiple, unique services and service providers Resource: Services of an individual service provider. These may also be child services for a multi-resource parent service.
Requester	Displays the user who submitted the requisition.
Start Date	Displays when the work order begins.
Work Order Sourcing Review	Click to access the Work Order Sourcing Review page.
Work Order Sourcing Select	Click to access the Sourcing Select page for the work order. Depending on the service method, the page name can vary.

Sourcing Work Orders

Access the Work Order Service Sourcing Select page (click the Work Order Sourcing Select button on the Manage Services Work Order page for a resource- or deliverables-based work order).

Use this page to select work orders for sourcing. You can also update

Sourcing Multi-Resource Work Orders

Access the Multi Resource Sourcing Select page (click the Work Order Sourcing Select button on the Manage Services Work Order page).

The multi-resource service method provides a hierarchical relationship between a fixed-amount, parent-level service work order and multiple resource services at a child level. This enables multiple, unique service providers to be sourced to individual work orders, filling all the required services for a multiple assignment engagement.

The top portion of the Multi Resource Sourcing Select page displays the parent work order while the Work Order Services section displays child-level work orders that make up the parent work order.

Work Order

Use this section to view work order details. You can also access the work order Details page and from that page access lower-level work orders using the Work Order Individual Service Details page. If the parent work order is associated to a requisition, then you can also access details about the requisition.

Work Order Amount Details

This section provides the amount of the work order and its currency code.

Work Order Information

This section provides various work order information, such as the service type, location, job title, and whether expenses are allowed.

Work Order Services: Service Information

The Service Information tab displays the lower-level work orders for the parent work order. You can use the tab to source any individual service work order that is in a status of Ready for Sourcing. If a work order has already been source, it's source status is Sourced.

Work Order Service Sourcing	Click to access the Work Order Service Sourcing Select page for the work order. Depending on the service method, the page name can vary.
Select/Deselect All	Select to indicate that you either want to select all services work order for sourcing or deselect the work orders.
Source Services	Click to source the selected services to the defined supplier. When you source a work order, the system updates the work order status to Sourced.

Work Order Services: Additional Information

Labor Amount	Displays the total amount of the work order.
Select/Deselect All	Select to indicate that you either want to select all services work order for sourcing or deselect the work orders.

Reviewing Work Order Sourcing Details

Access the Manage Work Order Sourcing Review page (click the Work Order Sourcing Review button on the Manage Services Work Order page).

Use this page to review sourcing information for work orders. You can access the work order or the requisition used to create the work order using page links.

See Creating and Managing Work Orders.

Note. If you select the mandatory sourcing option on the Services Procurement Business Unit page, then service coordinators must use this sourcing process to establish work order replacements for service providers.

Seq Nbr (sequence number)	Displays the system-assigned sequence number. The number determines the processing order for sourcing.
Service Type and Service Type Description	Displays the service type. Service types are a way of grouping roles or services. A description also appears with the service type.
Name/Description	Displays the work order service provider.
Notify By	Displays the notification method that has been defined for the work order.
Creation Date	Displays when the work order was created.
Work Order Sourcing History	Click to access the Work Order Service Sourcing History page.

Go To

Manage Work Order Sourcing

Click to return to the Manage Work Order Sourcing page, where you can select another work order to view or source.

Multi Resource Sourcing Select

Click to access the Multi Resource Sourcing Select page. You use the page to source multi-resource work orders.

Viewing Work Order Service Sourcing History

Access the Work Order Service Sourcing History page (click the Work Order Sourcing History button on the Work Order Sourcing Review page).

Use this page to view history for work orders that have been sourced. If the work order is a multi-resource service, the system displays both the work order top-level parent service and lower-level individual child services.

The history includes who submitted the work order, the service provider contact, the work order submission date, and the notification method.

See Also

Creating and Managing Work Orders