Multi-Resource Work Orders

You use multi-resource work orders to manage multiple individual services that are related to a common assignment and share a common overall approved amount. You can link the parent multi-resource service to a requisition and fill it through the requisition sourcing process or create it manually. These individual services can be passed from a related requisition or added and maintained directly on the work order.

You can source these individual services through the work order sourcing process or generate a related-child work order manually. The system records time and expenses against child work orders, but tracks all consumption at both the child work-order level and the parent work-order level. The system places a maximum amount (cap) on the time and materials amount for an overall project that consists of multiple individual services.

PeopleSoft Services Procurement sourcing is accomplished using two steps. The first step of the two-step process sources the parent service from the requisition line with the necessary details about the services and identifies the supplier who will perform the service. The second step is to source the related individual services from the work order to the supplier who is selected in the first step. You cannot change the supplier after the parent requisition line is filled.

The next diagram illustrates how a multi-resource requisition flows through sourcing or can be associated with a work order for sourcing:

How a multi-resource requisition flows through sourcing or can be associated with a work order for sourcing

A multi-resource requisition flows through sourcing and can be associated with a work order for sourcing. During requisition sourcing, the system fills the parent requisition line before the services are sourced to the supplier. Similar to a deliverables-based requisition, additional details about the services are under the parent line. The service coordinator has to source the parent line to suppliers first. Suppliers are setup based on the parent service type. Supplier selection rules are the same for the requisition as a deliverables-based requisition.

After the parent requisition is filled or closed, the service coordinator can then source the requisition service lines one at time or in combination. Sourcing parameters such as, notification and submittal limits, are brought in as default values from the parent line. Service coordinators can access individual services to modify the parameters for a service line.