Services Work Orders

In PeopleSoft Services Procurement, you can create work orders for resource, deliverable, or multi-resource services that specify the basic terms and conditions of an assignment. Resource-based work orders reflect work that is conducted by a single service provider. Work orders of this nature are logged against the total hours worked. Deliverable-based work orders or request for proposal (RFP) work orders are work orders that reflect work generally conducted by an entire work team. Progress on deliverable-based work orders is logged against an entire project, not just the hours worked by a single service provider.

Because there is not a specific service provider as part of deliverable-based work orders, a statement of work defines the requirements. The rate and the unit of measure (UOM) are not applicable for deliverable-based work orders, so the user enters a work order amount instead of rate information. Multi-resource work orders reflect work performed by multiple individual providers as part of an overall project. These work orders consist of a higher-level parent work order with associated lower-level individual services, and child work orders associated to those individual services.

After a service requisition is created, sourced, and filled, use work orders to document explicit terms agreed upon by you and the service supplier. The service provider or service provider contact logs time or progress, respectively, against the work order.

Work order functionality in PeopleSoft Services Procurement includes the following capabilities:

• Generate a work order from a filled requisition.

• Manually create a work order and link it to an approved or sourced requisition.

• Manually create a work order that is not related to a requisition.

• View tax information.

• View and run the logistical tasks.

• Route a work order for approval using defined workflow rules.

• Track and monitor for eligible service providers.

• Reassign a work order to another service provider.

• Extend the duration of a work order and track the related rate changes and approvals for the extension.

• Adjust the rate on a work order using effective dates.

• Link a work order to a purchase order using the Quick Source process.

• Control expenditures to ensure that a work order does not exceed the agreed amount.

• Notify a service provider or service provider contact that the work can begin.

Note:

If you have already selected a service provider, you can create a work order without creating a requisition.