Understanding Transaction Defaults
This table details the levels in the transaction default hierarchy from which the selected transaction values can appear by default. The Default Source indicates where the Transaction Field Value comes from. If there is more than one default source listed, then follow this order: review from left to right, with the left-most source taking precedence, and continues from left to right in that order.
The default values listed default onto requisitions, work orders, timesheets, and progress logs.
|
Transaction Field Value |
Default Source |
|---|---|
|
Service Method |
Service Method field on the Service Types page. |
|
Category |
Category field on the Category Definition page, where Category is the item category defined for the service type on the Service Types page. |
|
Score |
Score field on the Service Types and Services Procurement Bus Unit pages. |
|
Allow Multicurrency Reqs (allow multicurrency requisitions) |
Allow Multicurrency Reqs field on the Services Procurement Bus Unit page. |
|
Currency |
Currency field on the Services Procurement Bus Unit page. |
|
Location |
Location field on the Services Procurement Bus Unit page. |
The following table lists values that default onto requisitions.
See Understanding Requisitions.
|
Transaction Field Value |
Default Source |
|---|---|
|
Business Unit |
Business Unit field from the Requester's Overall Preferences page. |
|
Requester |
Requester field from the Requester's Procurement user preferences page. |
|
Currency |
Currency field from the Requester Setup page; Currency field from the Purchasing Business Unit Definition page. |
|
Service Type |
Service Type field from the Service Requester Defaults page. |
|
Service |
Service field from the Service Requester Defaults page. |
|
Requesting Dept |
Department field from the Requester's Procurement user preferences page. |
|
Job Title |
Description field from the Service/Project Role Attributes page. |
|
Location |
Ship To field from the Requester Setup page; Ship To Location field from the Requester's Procurement user preferences page. |
|
Allow Expenses |
Allow Expenses field from the Service Type page; Allow Expenses field from the Services Procurement Bus Unit page. |
|
Time Reporting Option |
Time Reporting Option field from the Service Type page; Time Reporting Option field from the Services Procurement Bus Unit page. |
|
Scope of Work |
Comments field from the Service/Project Role Attributes page. |
|
Rate and Unit of Measure (Resource Only) |
Rate and Unit of Measure fields from the Maintain Rate Sheets page. |
|
Unit of Measure (Resource Only) |
If no rate sheet exists for the service and region, then the value comes from the Days or Hours Unit of Measure field on the Services Procurement Installation Options page. |
|
Competencies (Resource Only) |
Competencies field from the Service/Project Role Attributes page. |
|
Other Skills (Deliverable Only) |
Competencies field from the Service/Project Role Attributes page are concatenated into the Other Skills field. |
|
Education Level (Resource Only) |
Education Level field from the field Service/Project Role Attributes page. |
|
Experience (Resource Only) |
Experience field from the Service/Project Role Attributes page. |
|
Interview Required (Resource Only) |
Interview Required field from the Service/Project Role Attributes page. |
|
Track Resources(s) (Deliverable Only) |
Track Resource(s) field from the Service Types and Services Procurement Bus Unit pages (Work Order Settings tab). |
|
Service Coordinator and Service Team (non-VMS) |
Service Coordinator or Service Team field from the Service Requester Defaults page. |
|
Service Coordinator and Service Team (VMS) |
Service Coordinator or Service Team field on the VMS Details by Supplier and Business Unit page. See Understanding VMS. |
|
Individual Services (Multi Resource Only) |
Individual service information is defaulted from the Assign Individual Services to Multi Resource Service page when you click the Use Default Services button. |
ChartFields
This table details the default values for various ChartFields used on requisitions.
|
ChartField |
Default Source |
|---|---|
|
Dept (department) |
ChartField Dept field from the Requester's Setup page; Department field from the requester's Procurement user preferences page. |
|
Location |
Ship To field from the Requester Setup page; Ship To Location field from the requester's Procurement user preferences page. |
|
GL Unit |
ChartFields GL Unit field from the Requester Setup page; GLUnit field on the Purchasing Business Unit Definition page. |
|
Account (Labor) |
Account field from the Category Definition page, where Category is the item category defined for the service type. |
|
Account (Expense Distrib.Type) |
Default Expense Account field from Services Procurement Bus Unit page. If not found, then the Account associated to the category for the service type. |
The following table list values that default onto sourcing pages.
|
Transaction Field Value |
Default Source |
|---|---|
|
Supplier Information - Sent To, Provider Contact, Notification Method, Maximum Submittals |
Various fields from Region/Service Type combination for resource based or Region/Service combination for deliverable based, Region only or Service/Service Type only (order determined by sourcing preference defined on Business Unit); Services Procurement Bus Unit page. |
The following table lists values that default onto work orders.
See Understanding Services Work Orders.
Note: If you create a work order that is linked to a requisition, many of the values that automatically default onto the requisition will also default onto the work order.
This table represents default values for work orders that are not linked to requisitions.
The Default Source indicates where the Transaction Field Value comes from. If there is more than one default source listed, then follow this order: review from left to right, with the left-most source taking precedence, and continues from left to right in that order.
|
Transaction Field Value |
Default Source |
|---|---|
|
Business Unit |
If the service coordinator creates a work order, then Business Unit value defaults from the Business Unit field on the Service Coordinator's Overall Preferences page, otherwise it comes from the Business Unit field on the Requester's Overall Preferences page. |
|
Service Type |
If the service coordinator creates a work order, then the Service Type value defaults from the Service Type field on the Service Coordinator Defaults page, otherwise it comes from the Service Type field on the Service Requester Defaults page. |
|
Service |
If the service coordinator creates a work order, then the Service value defaults from the Service field on the Service Coordinator's Defaults page, otherwise it comes from the Service field on the Service Requester Defaults. |
|
Requesting Dept |
Department field from the requester's Procurement user preferences page. |
|
Job Title |
Description field from the Service/Project Role Attributes page |
|
Location |
Ship To field from the Requester Setup page; Ship To Location field on the requester's Procurement preferences page; Ship To Location field from the Service Coordinator's Procurement user preferences page. |
|
Allow Expenses |
Allow Expenses field on the Service Type page; Allow Expenses field from the Services Procurement Bus Unit page. |
|
Time Reporting Option |
Time Reporting Option field from the Service Type; Time Reporting Option field from the Services Procurement Bus Unit page. |
|
Scope of Work |
Comments field from the Service/Project Role Attributes page. |
|
Currency |
Currency field from the Requester Setup page; Currency field from the Purchasing Business Unit Definition page. |
|
Rate and Unit of Measure (Resource Only) |
Rate and Unit of Measure fields from the Maintain Rate Sheets page. |
|
Unit of Measure (Resource Only) |
If no rate sheet exists for the service and region, then the value comes from the Days or Hours Unit of Measure field on the Services Procurement Installation Options page. |
|
Competencies (Resource Only) |
Competencies field from the Service/Project Role Attributes page. |
|
Other Skills (Deliverable Only |
Competencies from the Service/Project Role Attributes page are concatenated into the Other Skills field. |
|
Education Level (Resource Only) |
Education Level field from the Service/Project Role Attributes page. |
|
Experience (Resource Only) |
Experience field from the Service/Project Role Attributes page. |
|
Track Resources (Deliverable Only) |
Track Resource(s) field from the Service Type page; Track Resource(s) field from the Services Procurement Bus Unit page (Work Order Settings tab). |
|
Work Order Alerts |
Work Order Alerts values from the Service Requester Defaults page; Service Coordinator Defaults page; Service Type page; Services Procurement Bus Unit page (Work Order Settings tab). |
|
Survey ID |
Survey ID field from the Surveys by Service Types page. |
|
Require Survey |
Require Survey field form the Service Types page. |
|
Automatically Send Survey |
Automatically Send Survey field from the Service Types page. |
|
Survey Role Distribution List |
Role Distribution List field from the Setup Survey page. |
|
Service Coordinator and Service Team (non-VMS) |
Service Coordinator or Service Team field on the Service Requester Defaults page. When the service coordinator creates a work order, the service coordinator who creates the work order is defaulted into the field. |
|
Service Coordinator and Service Team (VMS) |
Service Coordinator or Service Team field on the VMS Details by Supplier and Business Unit page. See I'll add the link to the section in the VMS set of topics |
|
Individual Services (Multi Resource Only) |
Individual Service information is defaulted from the Assign Individual Services to Multi Resource Service page when you click the Use Default Services button. |
ChartFields
This table details the default values for various ChartFields used on work orders.
See Requisition Defaults.