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Getting Started with PeopleSoft Services Procurement
Common Elements Used In Services Procurement
PeopleSoft Services Procurement Business Processes
Delivered User Roles
PeopleSoft Services Procurement Integrations
PeopleSoft Services Procurement Implementation
Related Product Documentation
Navigating in PeopleSoft Services Procurement
Navigating In PeopleSoft Services Procurement
PeopleSoft Services Procurement Portal Pagelets
Understanding PeopleSoft Services Procurement Pagelets
Using Pagelets by Functional Role
Viewing and Using PeopleSoft Services Procurement Pagelets
Setting Up PeopleSoft Services Procurement
Understanding the PeopleSoft Services Procurement Implementation Process
Setting Up Business Unit Definitions
Defining System-Wide Definitions
Defining Project and Activities Definitions
Establishing Services Procurement ChartField Security
Setting Up Application Specific Options for PeopleSoft Services Procurement
Prerequisites
Maintaining Service Setup
Defining Service Supplier Setup
Defining Sourcing Setup
Maintaining Users and Team Setup
Maintaining Workflow Setup
Maintaining Settlement Setup
Setting Up Multi-Resource Services
Using Default Hierarchies
Understanding PeopleSoft Services Procurement Default Hierarchy
Understanding Transaction Defaults
Understanding Service Requester Defaults
Understanding Service Coordinator Defaults
Defining the Region Hierarchy
Integrating with Other PeopleSoft and Third-Party Applications
Integrating with Accounts Payables Applications
Integrating with PeopleSoft Project Costing
Integrating with PeopleSoft Purchasing
Integrating With PeopleSoft HCM
Integrating With PeopleSoft Resource Management
Integrating With PeopleSoft Recruiting Solutions
Setting Up Integration for Work Order Logistical Tasks with Microsoft Outlook
Setting Up PeopleSoft Services Procurement Workflow
Understanding PeopleSoft Services Procurement Workflow
Configuring the Workflow System
Defining Basic Workflow Settings for Services Procurement
Modifying Services Procurement Workflow Settings
Reassigning Workflow Tasks
Establishing and Managing the MSP Environment
Understanding the MSP Environment
Setting Up the MSP Environment
Processing MSP Transactions
Establishing and Managing VMS
Understanding VMS
Common Elements Used to Understand VMS
Setting Up VMS
Processing VMS Transactions
Using Service Contracts
Understanding Service Contracts
Creating Service Contracts
Managing Services Projects
Understanding Services Projects
Creating Services Projects
Managing Services Projects
Managing Services Activities
Understanding Activities in PeopleSoft Services Procurement
Managing Activities When Project Costing is Not Installed
Managing Activities when Project Costing is Installed
Creating and Managing Services Procurement Requisitions
Understanding Requisitions
Common Elements Used to Understand Requisitions
Creating Requisition Lines for Resource-Based Services
Creating Requisition Lines for Deliverables-Based Services
Creating Requisition Lines for Multi-Resource Services
Reviewing, Editing, and Submitting Requisitions
Managing Service Requisitions
Approving and Denying Requisitions
Tracking Requisition Changes
Managing PeopleSoft Services Procurement Sourcing
Sourcing Requisitions
Managing Work Order Sourcing
Submitting and Managing Bids
Understanding the Requisition and Work Order Bidding Process
Viewing and Maintaining Services Work Orders
Viewing Sourced Requisition and Work Order Information
Submitting Bids
Maintaining Bids and Bid Responses
Managing Service Providers
Assessing and Awarding Bids
Understanding Supplier Communications
Viewing and Responding to Bids
Creating and Maintaining Interview Schedules
Managing Work Orders
Understanding Services Work Orders
Prerequisites
Creating and Managing Work Orders
Creating Purchase Orders with the Quick Sourcer
Managing Purchase Orders
Closing Services Purchase Orders
Viewing Service Provider Assignments
Viewing Logistical Tasks
Viewing VAT and SUT Information
Submitting and Approving Work Orders
Approving Services Work Orders Using the PeopleSoft Fluid User Interface
Managing Time in PeopleSoft Services Procurement
Understanding Time Management in PeopleSoft Services Procurement
Creating Timesheets
Managing Timesheets
Submitting and Approving Timesheets
Approving Services Timesheets Using the PeopleSoft Fluid User Interface
Manage Timesheet Worklists
Managing Timesheets from External Sources
Managing Expenses in PeopleSoft Services Procurement
Understanding Expenses
Creating and Maintaining Expense Reports
Submitting and Approving Expenses
Approving Services Expenses Using the PeopleSoft Fluid User Interface
Managing Expense Report Worklists
Managing Progress Logs
Understanding Progress Logs
Creating Progress Logs
Submitting, Approving, and Adjusting Progress Logs
Approving Services Progress Logs Using the PeopleSoft Fluid User Interface
Managing Settlements
Understanding Settlements in PeopleSoft Services Procurement
Creating Invoices Manually
Generating and Printing Invoices Automatically
Managing Invoices
Approving Invoices
Approving Services Invoices Using the PeopleSoft Fluid User Interface
Managing Invoice Approval for Suppliers
Using Surveys in PeopleSoft Services Procurement
Understanding Surveys in PeopleSoft Services Procurement
Setting Up Surveys
Editing and Submitting Work Order Surveys
Viewing Surveys
Responding to Surveys
Reviewing the Survey
Interactive Reports in PeopleSoft Services Procurement
Understanding Interactive Reports
Populating the Data Mart
Analyzing Service Provider Rosters
Analyzing Service Provider Performance
Analyzing Service Provider Length of Stay
Analyzing Expense Life Cycles
Analyzing Expense Variance
Analyzing Supplier Performance
Comparing Supplier Rates
Analyzing Minority-Owned Suppliers
Supplier Scoring for PeopleSoft Services Procurement
Understanding Supplier Scoring for PeopleSoft Services Procurement
Common Elements Used to Understand Supplier Scoring for PeopleSoft Services Procurement
Setting Up Performance Level Codes
Setting Up Supplier Scoring Rules
Setting Up Supplier Scoring Parameters
Viewing PeopleSoft Services Procurement Pages That Use Supplier Scoring
Additional Implementation Process Flow Information
Shifts Process Flow
Assignments Process Flow
Time Category Override Process Flow
Service Provider/Coordinator Role Process Flow
Service Provider/Coordinator Role — Worklist Information
PeopleSoft Services Procurement Use Scenarios
Understanding Troubleshooting
Using Shifts in PeopleSoft Services Procurement
Using Shifts and Assignments
Using a Skills Matrix on Requisitions
PeopleSoft Human Capital Management Integration
Understanding PeopleSoft Services Procurement and Human Capital Management Integration
Common Elements Used to Understand PeopleSoft Services Procurement and Human Capital Management Integration
Setting Up and Using Human Capital Management Terminology Within Service Procurement
Setting Up Human Capital Management and Services Procurement Person Integration
Setting Up PeopleSoft Talent Acquisition Manager and Services Procurement Integration
Delivered Workflows for PeopleSoft Services Procurement
Delivered Workflows for PeopleSoft Services Procurement
PeopleSoft Services Procurement Reports
PeopleSoft Services Procurement Reports: General Description
Report Samples