Prerequisites

This section lists prerequisites to integrating PeopleSoft Resource Management with Services Procurement:

• Enable PeopleSoft Services Procurement integration on the Installation Options - Resource Management page.

• Specify the default field values for employee records that are created for service providers.

• Define the PeopleSoft Resource Management user who—on behalf of him or another user—initiates a service requisition in PeopleSoft Services Procurement as a valid requester in Services Procurement.

• Define the PeopleSoft Resource Management user, such as the project manager, who requests service requisitions as a valid requester in PeopleSoft Services Procurement.

• Define service requisition defaults in PeopleSoft Services Procurement, such as project role, service type, and business unit.

If you allow non-employee data to be maintained only in the PeopleSoft Human Capital Management (PeopleSoft HCM) database, before you can select a PeopleSoft Services Procurement service provider for an assignment in PeopleSoft Resource Management, you must:

1. Create the PeopleSoft Services Procurement service provider in the HCM employee database.

2. Establish the non-employee as a resource in PeopleSoft Resource Management.