Service Orders

In PeopleSoft Resource Management, you can define services that are requested by a customer in the form of a service order. The service order form captures information about the customer engagement and includes one or more resource requests. The resource request section of a service order includes all data relevant to the identification of the requested resources. A new resource request is needed for each type of resource that is requested. Multiple resources can be requested on a single resource request, provided that the same requested skills, time frame, and location apply for each.

Once service orders are entered, they are maintained by a set of status values that reflect service order fulfillment progress. The system uses the requirements detailed in the service order and resource request to match the available, qualified resources during the order fulfillment process in the Staffing Workbench component.

If you use PeopleSoft Program Management, you can create service orders to fulfill generic resource placeholders on projects. When you find a named resource and create an assignment to fulfill a resource request, the named resource replaces the generic resource throughout the system.