Understanding PeopleSoft Services Procurement Default Hierarchy

PeopleSoft Services Procurement enables you to set up several default hierarchy structures to use throughout your transaction processing. By setting up defaults, data entry is more consistent, saves time, and cuts down on redundancy and user error. Default values enable an Enterprise to predefine key values that automatically default onto requisitions and work orders.

The most common defaults for requisitions and work orders come from the requester or service coordinator user defaults or from the service type and the business unit. When requesters or service coordinators create requisitions or work orders, the system first determines whether there is default information available for requester, then the service coordinator, then the service type, in that order respectively. If there are no default values defined at the service type level, the system then uses defaults that are defined at the business unit level.

PeopleSoft Services Procurement provides default capability for those values that are relatively static in nature (values that remain the same in everyday operations and would become repetitive to enter for every transaction). For example, if you set up your ChartField defaults with the most appropriate values for your service request, you have little need to drill down to the requisition's distribution level to enter any values. The ChartField values at that level are set by default.