Creating Requisition Lines for Multi-Resource Services
This topic discusses how to creating requisition lines for multi-resource services.
Create multi-resource service requisitions.
Add services to multi-resource requisition lines.
Add default multi-resource services for requisitions.
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Page Name |
Definition Name |
Usage |
|---|---|---|
|
SPF_REQ_INFO_PG |
Create multi-resource service requisitions. |
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|
SP_DEF_MULTI_SERV |
Add default multi-resource services. |
|
|
Cap Amount Information Page |
SPF_REQ_SERV_PG |
Add services to multi-resource requisition lines. |
Use the Requisition page (SPF_REQ_INFO_PG) to create multi-resource service requisitions.
Navigation:
This page is similar to the both the resource-based and deliverables-based requisition pages described previously in this set of topics. When you select to create a multi-resource service, the Multi Services Information grid and additional buttons become available.
Using this page, you can establish overall requisition line information for the multi-resource service. The amount specified here becomes the overall not to exceed total for the combined associated individual services. In addition, many values specified at the top level, such as location and dates, will default down to the associated individual services when they are created.
Access the Individual Service Information page (click the New Services link on the Requisition page).
This page displays service information associated to the multi-resource service line. The page is similar to the Requisition page, except that it provides parent service information about the related multi-resource service requisition line.
As part of adding services to multi-resource lines, the system:
Calculates the VMS rate based on the VMS supplier defined at the top level, when applicable.
If the VMS rate is not available for the lower-level service, the system uses the top-level VMS rate.
Verifies that the start and end dates of the service do not go beyond the start and end dates defined in the top line.
Does not enable the Expense, Expense Rate, Expense UOM, and Expense Amount fields if the top line does not have an expense amount.
Field or Control |
Description |
|---|---|
Add Another Service |
Click to open a new service details page, where you can define the details of another service. |
Copy Current Service |
Click to copy the current service as a new service details page. |
Delete Current Service |
Click to remove the current service from the multi-resource requisition line. The system prompts you to verify that you want to delete the service. |
Previous Service |
Click to access the previous service associated to the multi-resource requisition line. Using the link, you can view or edit all the services associated with the multi-resource requisition line without returning to the Requisition page. This link is not available until after you click the Next Service link. |
Next Service |
Click to access the next service associated with the multi-resource requisition line. Using the link, you can view or edit all the services associated with the multi-resource requisition line without returning to the Requisition page. |
Continue |
Click to save the service data you entered. The system validates the data using the same criteria it uses for resource-based requisitions. It displays messages for data that is not valid. After validation, the system copies the data to the Multi Resource Information grid on the Requisition page. |
Cancel Changes |
Click to roll back all the changes and to reload the original information from the service. |
Use the Default Services page (SP_DEF_MULTI_SERV) to add default multi-resource services.
Navigation:
Click the Add Default Service button on the Requisition page. The link is located in the Multi Services Information grid, which appears when you create multi-resource requisitions.
Use this page to view basic requisition information that has been defined for default services. The page header provides business unit and requisition information. After selecting the service that you want to include, click the OK button and the system loads the services into the Multi Resource Information grid on the Requisition page. Click the Cancel button to cancel adding a default service.
Field or Control |
Description |
|---|---|
Select |
Click to include this service in the requisition line. |
Service Type |
Displays the ID of a grouping of services. Only service types associated to theResource Service Method are included. |
Service |
Displays a specific service. When you select a service for use with multi-resource services and multiple services are defined for the service, the system displays the Use Default Service button so that you can select individual services from the service or select to include all services on the requisition. |
Positions |
Displays the number of positions for this service. The default value is 1, but you can override this value. |
Select/Deselect All |
Click to select all services that appear on this page. The default value for the check box is deselected. |
Individual Services Information
Use this grid to view and maintain individual service information. The grid is available when you select to use a multi-resource service method and then select a service type. The grid initially appears empty. You populate the grid by adding default services with the button or selecting to add individual services one by one. . You can select from the list of services within a service type.
When you add default services, the services provided by the system are based on the setup of services and service type for multi-resource services.
Field or Control |
Description |
|---|---|
Service Type |
Displays the service type after you add or select a service for this requisition. |
Service |
Displays the service after you add or select a service. |
Job Title |
Click to access the service details where you can update service information. |
Positions |
Displays the number of positions that you want to include in this requisition. You can change this information by clicking the service link. |
Location |
Displays the business unit location used for this service. |
Start Date andEnd Date |
Displays the start and end dates for the service. These dates must be within the date range of the related multi-resource service. |
Duration |
Displays the length of time for this service. The value is in days. The system calculates the default value for this field by calculation work days within the date range, based on a 5 day work week. You can edit the number of days to indicate a longer or shorter work week as long as the days do not exceed the total number of days within the range. |
Rate |
Displays the rate at which this service is paid. |
UOM (unit of measure) |
Displays the unit of measure in which the rate appears. |
Add New Service |
Click to add a service. The system displays resources-based service information, and you can update the page with the new service information. See Cross Ref to new section |