Processing VMS Transactions

This topic discusses how to process VMS transactions.

Page Name

Definition Name

Usage

Create Requisition Page

SPF_REQ_INFO_PG

Enter basic service requisition information.

Manage Requisitions Page

PV_REQ_STATUS

Manage requisitions that are entered by the requester. You can review existing service requisitions, edit them, view their statuses, cancel them, or access related sourcing and work order information.

Manage Sourcing Page

SPF_SRC_MANAGE_PG

View all the suppliers to whom a requisition was sourced; source a requisition to multiple suppliers.

Sourcing Selection Page

SPR_SOURCE_SELECT

Enter sourcing requirements.

Incoming Bids

SPF_SUP_COM_IN

View incoming bids.

Requisition Sourcing Review Page

SPF_SOUR_REVIEW_SP

Review requisitions sourced to the supplier.

Submit Bid Page

SPF_SUBMITAL_PAGE

Submit bids.

Supplier Bid Response Page

SPF_SUP_BIDRSP1

Reply to bids.

Work Order - Details Page.

SPF_WO_REQ_VEN_DT

Enter work order detail information.

Work Order - Cost Page

SPF_WO_COST_PO_PG

Enter cost information for the work order.

Create Batch Invoice Page

SPF_GEN_CLINV

Generate and print invoice.

Create Manual Invoice Page

SPF_INV_HDR_ADD

Create invoice header information.

Manage Invoices - Line Summary Page

SPF_INV_LN_DTLS

Modify the selected invoice.

Manage Invoices - Line Detail Page

SPF_INV_TIME_DTL

View invoice line details and/or make adjustments.

Replace VMS Coordinator Page

SPB_REPL_VMS_SC

Use this page to replace VMS service coordinators.

Use the Create Requisition page (SPF_REQ_INFO_PG) to enter basic service requisition information.

Navigation:

Services Procurement > Create Requisition

If a requisition is under VMS management, the VMS rate, service coordinator or team ID, percentage information, and VMS supplier and supplier location fields appears on the requisition page. The system checks to ensure that the VMS option is specified at the BU or BU and Service type level.

Note: When the requisition is under VMS management, the fully loaded rate that displays on the requisitions includes VMS markups.

Use the Manage Requisition page (PV_REQ_STATUS) to manage requisitions that are entered by the requester.

You can review existing service requisitions, edit them, view their statuses, cancel them, or access related sourcing and work order information.

Navigation:

Services Procurement > Manage Requisitions

This page displays fully loaded prices that include the VMS markup for requisition lines that are VMS managed.

Note: If a user has the role action to view the breakdown of VMS rates, the supplier rate, the VMS markup rate, and the fully loaded rate appear on the requisition.

Use the Sourcing Selection page (SPR_SOURCE_SELECT) to enter sourcing requirements.

Navigation:

Click the Sourcing Select button on the Manage Sourcing page.

This page displays fully loaded prices that include the VMS markup for requisition lines that are VMS Managed, as well as the breakdown between supplier rate and VMS markup.

The VMS breakdown also appears on the bid management pages for service coordinators and service provider contacts associated with the VMS supplier. Service provider contacts not associated with the VMS supplier only see the rate before VMS.

Use the Work Order - Service page (SPF_WO_REQ_VEN_DT) to enter work order detail information.

Navigation:

Services Procurement > Manage Services Work Orders

Click the Add button or select an existing work order link on the Manage Services Work Order page.

This page displays VMS Managed information such as VMS supplier and supplier location. If the work order is not under VMS management, no VMS information appears on the work order. If a work order is linked to a requisition, all VMS information defaults onto the work order.

The rate that displays on the work order includes the VMS markup. The VMS markup calculation is based on the markup type defined for the business unit or service type and business unit.

Note: When the markup type is defined as percentage, the system fetches the effective-dated VMS percentage from the setup tables and overrides the requisition VMS percentage with the new effective date percentage on work order.

When the markup type is defined as rate, the system fetches the effective-dated VMS rate, currency, and unit of measure information from the setup tables and overrides the requisition VMS rate with the new effective date VMS rate on work order.

Use the Create Manual Invoice page (SPF_INV_HDR_ADD) to create invoice header information.

Navigation:

Services Procurement > Manage Invoices

Enter Business Unit and/or Invoice ID and click the Add button on the Manage Invoices page.

Field or Control

Description

VMS Managed

Select to view VMS managed work order time and progress logs that are available for selection. All invoices for VMS managed work orders are consolidated for end suppliers under the same VMS supplier. Invoices are paid to the VMS supplier for all suppliers under their management.

Note: This option is only available if there is a VMS supplier selected.