Navigating In PeopleSoft Services Procurement

Define Services Procurement

Services Procurement, Define Services Procurement

Access primary PeopleSoft Services Procurement menu options and activities.

General Setup

Click General Setup on the Define Services Procurement page.

Maintain installation options, business units, system wide and project/activity definitions.

Business Unit Definitions

Click Business Unit Definitions on the General Setup page.

Maintain Business Unit definitions for Services Procurement-related applications.

Project/Activity Definitions

Click Project/Activity Definitions on the General Setup page.

Maintain project types, projects and activities.

System-Wide Definitions

Click System-Wide Definitions on the General Setup page.

Maintain locations and other definitions that affect multiple applications.

Service Setup

Click Service Setup on the Define Services Procurement page.

Maintain service setup for requisitions and work orders

Competency Setup

Click Competency Setup on the Service Setup page.

Maintain competencies and associate them to a competency types and set IDs. Maintain rating models.

Rate Sheet Setup

Click Rate Sheet Setup on the Service Setup page.

Maintain rate sheets and rate sheet lists.

Service (Project Role) Setup

Click Service (Project Role) Setup on the Service Setup page.

Maintain services (project roles) and associated service types. Maintain experience values

Service Type Setup

Click Service Type Setup on the Service Setup page.

Maintain service types for both resource and deliverable services. Maintain Surveys by Service Type.

Survey Setup

Click Survey Setup on the Service Setup page.

Maintain response types, work order surveys and service types for a survey.

Tasks and Task Group Setup

Click Tasks and Task Group Setup on the Service Setup page.

Maintain logistical tasks and task groups for work orders and associate them to service types.

Service Supplier Setup

Click Service Supplier Setup on the Define Services Procurement page.

Define supplier as a services supplier.

Deliverable Service Setup

Click Deliverable Service Setup on the Service Supplier Setup page.

Maintain services, suppliers and regions for deliverable services.

Resource Service Setup

Click Resource Service Setup on the Service Supplier Setup page.

Maintain service types, suppliers and regions for resource services.

Settlement Setup

Click Settlement Setup on the Define Services Procurement page.

Maintain time and expense reporting, invoicing and other settlement options.

Invoicing Setup

Click Invoicing Setup on the Settlement Setup page.

Maintain payment terms and accounts payable interface.

Time and Expense Setup

Click Time and Expense Setup on the Settlement Setup page.

Maintain time and expense reporting options.

Requisition Setup

Click Requisition Setup on the Define Services Procurement page.

Define change tracking requirements and navigation definition for requisitions

Sourcing Setup

Click Sourcing Setup on the Define Services Procurement page.

Define automatic sourcing rules and bid factors, markups, and scoring for evaluating suppliers.

Bid Factor Setup

Click Bid Factor Setup on the Sourcing Setup page.

Maintain bid factors, bid factor groups, and associate them to attributes and categories.

Pay Types and Markups Setup

Click Pay Types and Markups Setup on the Sourcing Setup page.

Maintain pay types and markups for a service type and associate them to a region.

Supplier Scoring Setup

Click Supplier Scoring Setup on the Sourcing Setup page.

Maintain performance levels and scoring rules for evaluating suppliers.

User and Team Setup

Click User and Team Setup on the Define Services Procurement page.

Maintain users and define service teams.

Workflow Setup

Click Workflow Setup on the Define Services Procurement page.

Maintain approval processes, notifications and templates related to workflow.

Reconciliations

Click Reconciliations on the Define Services Procurement page.

Close requisitions and purchase orders related to Services Procurement.