Service Request Types

SP_REQUEST_TYPE

• Services Procurement, Define Services Procurement, Service Setup, Service Request Type

• Setup Financials/Supply Chain, Product Related, Services Procurement, Service Request Type

Maintain service request types.

Role Distribution List

SP_DSTRLST

• Services Procurement, Define Services Procurement, Service Setup, Role Distribution Lists

• Setup Financials/Supply Chain, Product Related, Services Procurement, Role Distribution Lists

Specify the role distribution lists that receive work order surveys and alerts.

Competency Types

RS_CM_TYPE_TBL

• Services Procurement, Define Services Procurement, Service Setup, Competency Setup, Competency Types

• Setup Financials/Supply Chain, Common Definitions, Resource Data, Competency Types

Enter a long or short description for new competency types.

Competencies

RS_CM_COMPTNCY_TBL

• Services Procurement, Define Services Procurement, Service Setup, Competency Setup, Competencies

• Setup Financials/Supply Chain, Common Definitions, Resource Data, Competencies

Define competencies.

Competencies by SetID

SP_COMPBYSETID_PG

Services Procurement, Define Services Procurement, Service Setup, Competency Setup, Competencies by SetID

Define competencies by SetID.

Rating Model

RS_CM_REVW_RAT_TBL

• Services Procurement, Define Services Procurement, Service Setup, Competency Setup, Rating Models

• Setup Financials/Supply Chain, Common Definitions, Resource Data, Rating Models

Select the model used to rate a candidate's competency.

Service Types

SPB_ROLE_TYPE

• Services Procurement, Define Services Procurement, Service Setup, Service Type Setup, Service Types

• Setup Financials/Supply Chain, Product Related, Services Procurement, Service Types/Roles, Service Type

Set up service types.

Service/Roles by Service Type

SPB_ROLESBYTYPE

• Services Procurement, Define Services Procurement, Service Setup, Service Type Setup, Services/Roles by Service Type

• Setup Financials/Supply Chain, Product Related, Services Procurement, Service Types/Roles, Services/Roles by Service Type

Define Service (project roles) by role type.

Surveys by Service Type

SP_SURVEY_BY_SVTYP

• Services Procurement, Define Services Procurement, Service Setup, Service Type Setup, Surveys by Service Type

• Setup Financials/Supply Chain, Product Related, Services Procurement, Surveys, Surveys by Service Type

Associate service type with one or more surveys.

VMS by BU Service Type

SPB_VMS_BU_SRVC

Services Procurement, Define Services Procurement, Service Setup, Service Type Setup, VMS by BU Service Type

Associate the VMS supplier by business unit and service type.

Note. This page is only available if you do not have the Managed Service Provider Installation option enabled on the Services Procurement Installation Options page.

See Establishing and Managing VMS.

Service/ Project Role

SPB_PROJ_ROLE

• Services Procurement, Define Services Procurement, Service Setup, Service (Project Role) Setup, Service/Project Role

• Setup Financials/ Supply Chain, Product Related, Services Procurement, Service Types/ Roles, Service/Project Role

Set up service (project role).

Service/ Project Role Attributes

SPB_ROLE_COMP_PG

• Services Procurement, Define Services Procurement, Service Setup, Service (Project Role) Setup, Service/Project Role Attribute

• Setup Financials/ Supply Chain, Product Related, Services Procurement, Service Types/ Roles, Service/Project Role Attributes

Maintain service (project role) attributes

Service Types by Service

SPB_PJROLE_SERVICE

• Services Procurement, Define Services Procurement, Service Setup, Service (Project Role) Setup, Service Types by Service

• Setup Financials/ Supply Chain, Product Related, Services Procurement, Service Types/ Roles, Service Types by Role

View service types associated with services.

Maintain Experiences

SP_EXPERIENCE_PG

• Services Procurement, Define Services Procurement, Service Setup, Service (Project Role) Setup, Experience

• Setup Financials/ Supply Chain, Product Related, Services Procurement, Service Types/ Roles, Experience

Maintain Experience values.

Maintain Rate Sheets

SPB_RATESHEET_NEW

• Services Procurement, Define Services Procurement, Service Setup, Rate Sheet Setup, Maintain Rate Sheets

• Setup Financials/ Supply Chain, Product Related, Services Procurement, Service Regions/ Rate Sheets, Maintain Rate Sheets

Maintain standard rates by region and service (project role).

Rate Sheet List\

SPB_RS_LIST

• Services Procurement, Define Services Procurement, Service Setup, Rate Sheet Setup, Rate Sheet List

• Setup Financials/ Supply Chain, Product Related, Services Procurement, Service Regions/ Rate Sheets, Rate Sheets List

View rate sheet lists.

Logistical Task

SPB_TASK_PG

• Services Procurement, Define Services Procurement, Service Setup, Tasks and Task Groups, Logistical Tasks

• Setup Financials/ Supply Chain, Product Related, Services Procurement, Work Order Tasks, Logistical Tasks

Maintain work order logistical tasks.

Logistical Task Group

SPB_TASK_GROUP_PG

• Services Procurement, Define Services Procurement, Service Setup, Tasks and Task Groups, Logistical Task Group

• Setup Financials/ Supply Chain Management, Product Related, Services Procurement, Work Order Tasks, Logistical Task Group

Define logistical task groups.

Tasks by Task Groups

SPB_TASKTOGROUP_PG

• Services Procurement, Define Services Procurement, Service Setup, Tasks and Task Groups, Tasks by Task Groups

• Setup Financials/ Supply Chain Management, Product Related, Services Procurement, Work Order Tasks, Tasks by Task Groups

Associate one or more tasks to a task group.

Task Group by Service Type

SPB_ROLE_TASKGP_PG

• Services Procurement, Define Services Procurement, Service Setup, Tasks and Task Groups, Task Group by Service Type

• Setup Financials/ Supply Chain Management, Product Related, Services Procurement, Work Order Tasks, Task Group by Service Type

Define task groups by service type.

Response Types

SP_SUR_RESTY

• Services Procurement, Define Services Procurement, Service Setup, Survey Setup, Response Types

• Setup Financials/ Supply Chain Management, Product Related, Services Procurement, Surveys, Response Types

Define formats and answer choices for work order survey questions.

See Using Surveys in PeopleSoft Enterprise Services Procurement.

Survey Setup

SP_SUR_DEFN

• Services Procurement, Define Services Procurement, Service Setup, Survey Setup, Survey Setup

• Setup Financials/ Supply Chain Management, Product Related, Services Procurement, Surveys, Survey Setup

Define questions, role distribution lists and response types for work order surveys.

See Using Surveys in PeopleSoft Enterprise Services Procurement.

Survey Setup - Service Type

SP_SUR_DEFN_SVTYP

• Services Procurement, Define Services Procurement, Services Setup, Survey Setup, Survey Setup

  Select the Service Type tab.

• Setup Financials/Supply Chain, Product Related, Services Procurement, Surveys, Setup Survey

  Select the Service Type tab.

View the service types related to the survey.

Role Distribution List

Indicates the name of the new distribution list.

Role Action Description

Select from the available work order role actions for the distribution list.

Rating Model

Select the model used to rate a candidate's competency.

Type and Description

Enter values to create a logical grouping of competencies.

Service Method

Select the service method for the service type. Available options are Resource and Deliverable.

Track Resources

Use this option to track resources for deliverable-based work orders. Thee system firsts looks to the service type to determine if resources should be tracked for deliverable-based work orders. If you do not select this option , the business unit setting is used.

Note. This option is only available for deliverable-based engagements.

Category

Select the item category for the service type.

Time Reporting Option

Use this option to determine whether service types with a service method of Resource require the service provider to report time against specific ChartField combinations, or whether the total time is entered and distribution percentages automatically split time or progress according to the ChartField distribution defined for the work order.

Values are: Actual Allocation, Default from Business Unit, and Percent Allocation.

Actual Allocation: Select to enable the service provider to report actual time against each ChartField distribution line defined on the work order.

Default from Business Unit: Select to use the default reporting option specified for the business unit.

Percent Allocation: Select to enable the service provider or service provider contact to report total time or progress against a work order. The distribution percentage is used to automatically allocate time or progress across the pre-defined ChartField distribution lines.

Note. Service types defined with a service method of Deliverable are automatically set to a time reporting option of Percent Allocation.

Allow Expenses

Select to track and report expenses for deliverable-based assignments.

Note. When you select this value, the expense rate and expense amount fields are available on requisitions and work orders.

You can also enter and modify expenses for Progress Logs and Invoices.

Require Survey by Default

Select to indicate that surveys are mandatory for work orders that are associated with the specified service type. If you select this check box, surveys must be complete before the work order is finalized.

Note. You can override the status of a mandatory survey on a work order.

Automatically Send Survey

Select to indicate that a survey will be automatically sent to a recipient at the time the work order is terminated, closed, or canceled. If a survey is not sent automatically, then you must click the Send Survey to Recipients button on the work order.

Note. If a survey is automatic, it is sent to all recipients that are tied to the role actions that are specified on the role distribution list.

Minimum and Maximum

Enter the minimum and maximum number of suppliers to be returned from the sourcing rules.

Score

Enter a score range between 0 and 100. Supplier scores must fall within the required score range to meet requisition source requirements.

Using Work Order Alerts

Select to define alerts for work orders. Alert values on the service type default onto the work order alerts if alert defaults are not previously taken from the Requester Defaults or Service Coordinator Defaults.

Description

Enter the description of the service (project role).

Note. This value appears by default on the requisition as the job title.

Comments

Enter comments that describe the service (project role).

Note. This value appears by default on the requisition as the scope of work.

Experience

Enter the years of experience that this service (project role) requires.

Note. This value appears by default on the requisition as the experience.

Education Level

Enter the lowest level of education that this service (project role) requires.

Note. This value appears by default on the requisition as the education level.

Interview Required

Select if this service (project role) requires an interview before hiring someone for the position. If an interview is required, the system does not allow a service provider to be hired until interviews have been conducted.

Note. This value appears by default on the requisition as the interview required.

Competencies

Add or delete competencies to a service.

Note. The competencies associated to the services default onto the requisition.

Allow Override

Select to override the default rate defined on the rate sheet when you create requisition or work orders.

Min Rate (minimum rate)

Enter the minimum rate amount that requesters should use when creating a requisition for the rate sheet role, region, and currency.

Max Rate (maximum rate)

Enter the maximum rate amount that requesters should enter when creating a requisition for the rate sheet role, region, and currency.

Target Rate

Enter the rate that appears by default when creating a requisition for the rate sheet role, region, and currency.

Region

Select to access the Maintain Rate Sheets page, where you can access the rate sheet for the selected region and service and also view the rate breakdown.

Work Order Type

Select a work order type. Values are:

Original: Select to associate the logistical task to normal work orders.

Extension: Select to associate the logistical task ton extended work orders.

Both: Select to associate the logistical task to both normal and extended work orders.

Approval Type

Select work order approval type. Values are:

Pre-approval:Select if tasks must be completed after creating the work order and before submitting the work order for approval. For example, a pre-approval logistical task might include assigning a new badge or ordering a new laptop.

Post-approval:Select if tasks must be completed after the work order is approved and before a work order is released to a service provider. For example, a post-approval logistical task might include scheduling orientation or setting up the service provider email account.

Off-board:Select if tasks must be completed after the work order release date and before closing the work order. For example, off-board logistical tasks might include collecting the laptop or closing the email account after the service provider has quit the job.

Terminate:Select if supplier must confirm a termination action before continuing with the work order.

Execution Type

Select work order execution type. Values are:

Automatic:Select if tasks assigned to the work order are automatically assumed to be complete.

Note. An email notification is automatically sent to the appropriate person.

Mandatory:Select if pre-approval tasks have to be completed before approving the work order or if post-approval tasks have to be completed before releasing the work order.

Optional:Select if it is optional to complete the tasks before approving or releasing the work order.

Assign To

Select a default assigned to person. This field dynamically generates and assigns logistical tasks to the default assigned to person. Email notification is automatically sent to this person.

Values are: Invoice Approver,Requester,Time Approver,Service Provider Contact and Other.

If you select other, you must specify the user who will perform the task.

Tree Definitions and Properties

PSTREEDEFN

• Tree Manager, Tree Manager

• Services Procurement, Define Services Procurement, General Setup, System-Wide Definitions

Build the region tree hierarchy.

Region Codes

REGION_CD

• Services Procurement, Define Services Procurement, General Setup, System-Wide Definitions, Service Region Code

• Set Up Financials/Supply Chain, Product Related, Services Procurement, Service Regions/Ratesheets, Service Region Code

Define procurement region codes.

Identifying Information

VNDR_ID1

Services Procurement, Define Services Procurement, Services Supplier Setup, Vendor Information

Maintain vendor information.

See Maintaining Vendor Information.

Services Supplier Information

VENDOR_SPRO_PG

• Services Procurement, Define Services Procurement, Services Supplier Setup, Service Supplier Information

• Services Procurement, Define Services Suppliers, Service Details

Maintain vendors as service suppliers.

Supplier Network Setup

SPB_SUP_NETWORK

• Services Procurement, Define Services Procurement, Services Supplier Setup, Supplier Network Setup

• Services Procurement, Define Services Suppliers, Supplier Network Setup

Maintain a network of service suppliers for each business unit.

Supplier Sourcing Setup - Region

SPB_SPLR_REGION_PG

• Services Procurement, Define Services Procurement, Services Supplier Setup, Supplier Sourcing Setup

• Services Procurement, Define Services Suppliers, Supplier Sourcing Setup.

Maintain sourcing rules for suppliers by associating them with regions, service types and services.

Supplier Sourcing Setup - Service Type

SPB_ROLETYPEBYSUPL

Click the Service Type tab from the Supplier Sourcing Setup - Region page.

Associate resource suppliers with service types.

Supplier Sourcing Setup - Service Type by Region

SPB_SPLR_REGSER_P

Click the Service Type by Region tab from the Supplier Sourcing Setup - Region page.

Associate active resource suppliers with regions and service types, and associate regions and service types with a resource supplier.

Supplier Sourcing Setup - Service

SPB_PROJROLEBYSUPL

Click the Service tab from the Supplier Sourcing Setup - Region page.

Associate services with deliverables suppliers.

Supplier Sourcing Setup – Service by Region

SPB_SPLR_REGROL

Click the Service by Region tab from the Supplier Sourcing Setup - Region page.

Associate deliverables suppliers with regions and services.

Suppliers by Region

SPB_REGION_SPLR_PG

• Services Procurement, Define Services Procurement, Services Supplier Setup, Suppliers by Region

• Services Procurement, Define Services Suppliers, Suppliers by Region.

Displays suppliers by region.

Suppliers by Service Type (for resource services)

SPB_SUPLBYROLETYPE

• Services Procurement, Define Services Procurement, Services Supplier Setup, Resource Service Setup, Suppliers by Service Type

• Services Procurement, Define Services Suppliers, Suppliers by Service Type

Displays resource suppliers by service types.

Suppliers by Region/Service Type (for resource services)

SPB_REGSER_SPLR_P

• Services Procurement, Define Services Procurement, Services Supplier Setup, Resource Service Setup, Suppliers by Region/ Service Type

• Services Procurement, Define Services Suppliers, Suppliers by Region/ Service Type

Displays suppliers by regions and service types.

Suppliers by Service (for deliverable services)

SPB_SPLR_PROJROLE

• Services Procurement, Define Services Procurement, Services Supplier Setup, Deliverable Service Setup, Suppliers Service

• Services Procurement, Define Services Suppliers, Suppliers by Service

Displays suppliers by service.

Suppliers by Region/Service (for deliverable services)

SPB_REGROLE_SPLR

• Services Procurement, Define Services Procurement, Services Supplier Setup, Deliverable Service Setup, Suppliers by Region/Service

• Services Procurement, Define Services Suppliers, Suppliers by Region/Service

Displays suppliers by region and service.

Supplier Type

Select Resource, Deliverable, or Both. The supplier type determines what type of requisitions the supplier can fill. If a supplier only provides hourly employees, select Resource. If a supplier only provides services that are paid in one total amount, select Deliverable. If the supplier can provide both types of services, select Both.

Internal Supplier

Select if the supplier is internal to your organization.

Include in Invoice Approval

Select if invoices should be routed to the supplier for approval before being routed internally for approval.

Ethnicity

If the vendor is minority owned, select the ethnicity of the owner.

Score

Displays the supplier score as determined from data analysis.

Automatic Sourcing

SPF_AUTOSOURCE

• Services Procurement, Define Services Procurement, Sourcing Setup, Automatic Sourcing

• Setup Financials/Supply Chain, Product Related, Services Procurement, Workflow, Automatic Sourcing

Define rules to automatically source upon requisition approval.

Bid Factor Setup

BID_FACTOR_PNL

• Services Procurement, Define Services Procurement, Sourcing Setup, Bid Factor Setup, Bid Factor Setup

• Sourcing, Create Events, Bid Factor Setup

Create bid factors.

Assign Business Units and Departments to Bid Factor

BID_FCTR_BUDEPT

Click the Assign BUs and Departments link on the Bid Factor Setup page.

Assign business units and departments to bid factors.

Assign Defaulting Rules to Bid Factor

BID_FACTOR_LINE

Click the Assign Defaulting Rules link on the Bid Factor Setup page.

Assign defaulting rules to bid factors.

Assign Response Query to Bid Factor

BID_FCTR_QRY

Click the Assign Response Query link on the Bid Factor Setup page.

Associate response query to bid factors.

Assign Contract Clauses

BID_FCTR_CLAUSE

Click the Assign Clauses link on the Bid Factor Setup page.

Assign contract clauses to bid factors.

Assign Contract Agreements

BID_FCTR_AGRMNT

Click the Assign Agreements link on the Bid Factor Setup page.

Assign contract agreements.

Bid Factor Group

BID_FACTOR_GRP

• Services Procurement, Define Services Procurement, Sourcing Setup, Bid Factor Setup, Bid Factor Group Setup

• Sourcing, Create Events, Bid Factor Group Setup

Group bid factors.

Bid Factor Mapping

SPF_BIDFCTR_MAP_PG

• Services Procurement, Define Services Procurement, Sourcing Setup, Bid Factor Setup, Bid Factor Mapping

• Setup Financials/Supply Chain, Product Related, Services Procurement, Bid Factors, Bid Factor Mapping

Map predefined attributes to bid factors in the strategic sourcing module.

Bid Factors by Category

SP_BDFTR_BY_CAT_PG

• Services Procurement, Define Services Procurement, Sourcing Setup, Bid Factor Setup, Bid Factors by Category

• Setup Financials/Supply Chain, Product Related, Services Procurement, Bid Factors,  Bid Factors by Category

Associate bid factors by category.

Services Procurement Pay Types

SPB_PAY_TYPES

• Services Procurement, Define Services Procurement, Sourcing Setup, Pay Types and Markups Setup, Services Pay Types

• Setup Financials/Supply Chain, Product Related, Services Procurement, Pay Types, Services Pay Types

Maintain descriptive labels for each pay type.

Markup Details

SPB_SRVC_MRKUP

• Services Procurement, Define Services Procurement, Sourcing Setup, Pay Types and Markups Setup, Markups by Service Type

• Setup Financials/Supply Chain, Product Related, Services Procurement, Pay Types, Markups by Service Type

Maintain vendor markup information by service type.

Maintain Markups by Region

SPB_RGN_MRKUP

• Services Procurement, Define Services Procurement, Sourcing Setup, Pay Types and Markups Setup, Markups by Region

• Setup Financials/Supply Chain, Product Related, Services Procurement, Pay Types, Markups by Region

Maintain vendor markup information by region.

Performance Level Codes

SPB_LVL_CD

• Services Procurement, Define Services Procurement, Sourcing Setup, Supplier Scoring Setup, Performance Level Codes

• Services Procurement, Define Service Suppliers, Performance Level Codes

Maintain performance level codes for a supplier.

See Setting Up Performance Level Codes.

Supplier Scoring Rules

SPB_SUP_SCORE_RULE

• Services Procurement, Define Services Procurement, Sourcing Setup, Supplier Scoring Setup, Scoring Rules

• Services Procurement, Define Service Suppliers, Scoring Rules

Maintain supplier scoring rules.

See Setting Up Supplier Scoring Rules.

Bid Factor Code

Enter the bid factor code that maps to the specified services procurement attribute.

Status

Displays the status of the bid factor mapping.

Comment Text

Displays the question related to the bid factor code.

Resource Service type BF(resource service type bid factor)

Select this check box if the bid factor is related to resource-based requisitions.

Note. The RATE and CANDIDATE bid factor mappings only occur on resource-based requisitions, and therefore, only have the Resource Service type BF check box selected.

Deliverable service type BF(deliverable service type bid factor)

Select if the bid factor is related to deliverables-based requisitions.

The AMOUNT bid factor mappings only occurs on deliverables-based requisitions, and therefore, only have the Deliverable service type BF check box selected.

Max Vendor Markup (maximum vendor markup)

Enter the maximum vendor markup rate as percentage or as total amount.

Max Total Markup (maximum total markup)

Enter the maximum vendor tolerance rate in percentage.

Max Vendor Markup(maximum vendor markup)

Enter maximum vendor markup rate as percentage or as total amount.

Max Total Markup (maximum total markup)

Enter maximum vendor tolerance rate in percentage.

eProcurement Role Actions

PV_ACTIONS

• Services Procurement, Define Services Procurement, User and Team Setup, Role Actions

• Services Procurement, Maintain Users, Role Actions

Assign user roles to delivered role actions.

Role Action for User Setup

SPB_USRSTP_ROLE_PG

• Services Procurement, Define Services Procurement, User and Team Setup, Role Action for User Setup

• Services Procurement, Maintain Users, Role Actions for User Setup

Assign roles to predefined role actions to be use when creating a new user.

User Preferences

PV_OPR_LINKS

• Services Procurement, Maintain Users, Maintain User Preferences

• Services Procurement, Define Services Procurement, User and Team Setup, Services User Setup

Enter overall and procurement preferences.

Overall Preferences

OPR_DEF_TABLE_FS1

Click the Overall Preferences link in the Users Preferencepage.

Capture the default business unit and default SetID for the requester, and add all other users.

Requester Defaults

SPB_REQ_USR_DEF_PG

• Services Procurement, Maintain Users, Service Requester Defaults

• Services Procurement, Define Services Procurement, User and Team Setup, Services User Setup

Set up preferences for requesters.

Service Coordinator Defaults

SPB_SRVC_USRDEF_PG

• Services Procurement, Maintain Users, Service Coordinator Defaults

• Services Procurement, Define Services Procurement, User and Team Setup, Services User Setup

Set up preferences for service coordinators.

Services User Setup (page 1)

SPB_USER_SETUP_PG1

• Services Procurement, Define Services Procurement, User and Team Setup, Services User Setup

• Services Procurement, Maintain Users, Services User Setup

Register requesters, service coordinators, service providers, and service provider contacts.

Services User Setup (page 2)

SPB_USER_SETUP_PG2

Click the Create a New Services User button, and then click the requester, service coordinators, service providers, service provider contacts, service administrator, or approver button to add a new user.

Determine whether the new user has an existing user profile or needs a new profile, add new users as requesters, and establish security and user preferences for the new user.

User Profile Information

PB_USR_PROFILE_PG

Click the User Profile link on the Services User Setup (page 2).

Enter user ID and password information for the new requester.

Requester Setup

REQUESTOR_TBL

• Services Procurement, Define Services Procurement, User and Team Setup, Services User Setup

  Click the Add button on the Services User Setup page to add the new user as a requester or click the Edit Requester link to edit an existing requester.

• Services Procurement, Maintain Users, Requester Setup

Define requisition and catalog defaults for the requester.

Business Unit Security by User ID

SEC_BU_OPR

Click the Unit by User ID link on the Services User Setup page.

Setup business unit access by user ID.

TableSet Security by User ID

SEC_SETID_OPR

Click the TableSet by User ID link on the Services User Setup page.

Setup TableSet access by user ID.

Maintain Service Coordinator

SPB_PERSON_PAGE

• Services Procurement, Define Services Procurement, User and Team Setup, Services User Setup

  Click the Addbutton to add a new Person ID or click the Edit Service Coordinator link to edit an existing service coordinator Person ID.

• Services Procurement, Maintain Users, Service Coordinator

Define personal information for the service coordinator

Service Coordinator Information

SPB_COORDINATOR_PG

Click the Service Coordinator Information link on the Maintain Service Coordinator page.

Define employee and user ID information.

Maintain Service Coordinator – Phone and Email Details

SPB_USR_PH_EM_PAGE

Click the Phone and Email Details link on the Maintain Service Coordinator page.

Enter telephone and email details for the service coordinator.

User Login Information – User Profile Information

SPB_PERSLGN_SEC_PG

Click the Create User Profile button on the Service Coordinator Information page.

Define login information for the service coordinator.

Maintain Provider Contact

SPB_SP_PERS_PAGE

• Services Procurement, Define Services Procurement, User and Team Setup, Services User Setup

  Click the Addbutton to add a new Person ID or click the Edit Service Provider Contact link to edit an existing service provider contact for the selected Person ID.

• Services Procurement, Maintain Users, Provider Contact

Define personal information for the provider contact.

Provider Contact Information

SPB_PROV_CNTCT_PG

Click the Provider Contact Information link on the Maintain Provider Contact page.

Define supplier, location code, and create user profile.

Maintain Provider Contact - Phone and Email Details

SPB_USR_PH_EM_PG2

Click the Phone and Email Details link on the Maintain Provider Contact page.

Enter telephone and email details for the provider contact.

Maintain Service Provider

SPB_PERS_PROV_PAGE

• Services Procurement, Define Services Procurement, User and Team Setup, Services User Setup

  Click the Add button to add a new Person ID or click the Edit Service Provider link to edit an existing service provider for the selected Person ID.

• Services Procurement, Maintain Users, Service Provider

Define personal information for the service provider.

Service Provider Information

PB_INDP_PROV_PG

Click the Service Provider Information link on the Maintain Service Provider page.

Define work status, project role, supplier, years of experience, and other parameters to define the service provider.

Maintain Service Provider - Phone and Email Details

SPB_USR_PH_EM_PG3

Click the Phone and Email Details link on the Service Provider Information page.

Enter telephone and email details for the service provider.

Service Provider Skills

SPB_PROV_SKILL_PG

Click the Provider Skills link on the Service Provider Information page.

Select appropriate competencies for the service provider.

Service Teams

SPB_TEAM

• Services Procurement, Define Services Procurement, User and Team Setup, Service Team

• Setup Financials/Supply Chain, Product Related, Services Procurement, Service Teams, Service Team

Create service coordinator teams that can source and bid on each other’s requisitions and edit each other’s work orders.

Teams by Region/Service Type

SPB_TEAM_STREG

• Services Procurement, Define Services Procurement, User and Team Setup, Teams by Region/Service Type

• Setup Financials/Supply Chain, Product Related, Services Procurement, Service Teams, Teams by Region/Service Type

Determines which team will be defaulted to a requisition or work order. If there is no default team associated to the service requester, the system then looks for a team by region and service type.

SP_ADD_SERV_PROVIDER

Enables user to add service providers from the supplier portal.

Note. If this role action has an active role associated to it, the Add Service Provider link is visible and editable. If no roles are associated to this role action, the link is hidden.

SP_ALLOW_PASTDATE

Enables you to add requisitions with a start date in the past.

SP_APPROVER

Enables you to approve invoices.

SP_COORDINATOR_BUYER

Enables you to edit a sourced requisition, cancel the requisition, and view the life cycle from the Sourcing and Review page.

SP_ENFORCE_PROJ_ATTR

Enforces the timesheet attributes (Overtime and expense flags) associated with the project on the requisition.

SP_ENTERPRISE_ADMIN

Identifies enterprise administrators.

SP_EXP_APPROVER

Determines which user roles can approve expenses.

SP_HIDE_SOURCING_PG

Hides the sourcing preferences functionality from the requisition. It disables the sourcing preferences from the PeopleSoft Services Procurement requisition page, thus, preventing the requester from specifying preferred vendors.

SP_INVOICE_APPROVER

Enables you to approve invoices.

SP_IGNORE_REAPPR

Does not initiate the re-approval process for the roles assigned to this role action, when the requisition is filled with higher rate.

SP_OVERRIDE_SUR_FLAG

Enables you to override the survey required setting from the service type on the work order.

SP_PROVCNTCT_ACTION

Validates if the logged in user has the Provider Contact role. Determines valid actions on progress logs and work orders.

SP_REQUESTER

Determines which user roles can create service requisitions.

SP_SERVICE_PROVIDER

Identifies service providers.

SP_SRVC_COORDINATOR

Determines which user roles can source requisitions.

SP_SUPPLIER_ADMIN

Identified supplier administrators.

SP_SUPPLIER_INV_APPROVER

Enables service provider contact to approve invoices.

SP_TIME_ADJUST

Enables you to adjust timesheets.

SP_TIME_APPROVER

Determines which user roles can approve timesheets.

SP_TIME_PROXY

Enables service provider contact to enter timesheets on behalf of a service provider.

WF_REAAPR_REQUIRED

Enables you to edit a few fields (service coordinator, time approval, and competency description) on the requisition even after it's approved or sourced.

SP_EXPENSE_PROXY

Determines which user roles can enter expenses on behalf of the service provider.

SP_PLOG_APPROVER

Determines which user roles can approve progress logs.

SP_HIDE_RT_BREAKDOWN

Determine which user has access to view the Rate Break Down Details throughout the fulfillment transaction process.

SP_VMS_MSP_BREAKDOWN

Determine which user can view the VMS or MSP breakdown details throughout the fulfillment transaction process.

SP_WRKORDER_APPROVER

Enables you to approve work orders.

Projects Business Unit

Enter the default PeopleSoft Project Costing business unit. If the default project business unit is already defined for the project user preferences, the value is display only.

Project

Enter the default project for which the requester is to enter service requisitions.

Service Type

Select the default service type.

Service (Project Role)

Select the default service (project role).

Time Approver

Select the default time approver. The values include users who have at least one of the roles specified for the role action: SP_TIME_APPROVER.

Invoice Approver

Select the default invoice approver. The values include users who have at least one of the roles specified for the role action: SP_APPROVER.

Allow Time/Expense Overage %

Select the default tolerance for time and expense.

Expense Approver

Select the default expense approver. Values include users who have at least one of the roles specified for the role action: SP_EXP_APPROVER.

Service Coordinator

Click to add a default service coordinator who will source the requisition.

Service Team

Click to add a default service coordinator team for the service coordinator. The system uses this default if the service requester does not have a default team, and the requisition region/service type does not have a team defined. The service team is not required.

Note. You can select a default Service Coordinator or Service Coordinator Team for the selected requester. If a default Service Coordinator team is specified, it will be the first selection for defaulting. If a default Service Coordinator is specified, it will only be used if no team is found on the Service Teams by Region/Service Type or Business Unit.

Requisition Notification Method

Select the notification method for requisitions.

May Enter Work Order

Select if the user can add new work orders.

May Extend Work Order

Select if the user is authorized to extend the duration of the work order contract.

Note. Select this check box to enable users to extend work order agreements.

Authorized to Source to Preferred Suppliers

Select if this user is authorized to source requisitions to preferred suppliers.

Note. Select this check box to enable users to source requisitions to preferred suppliers in the sourcing details section of the requisition.

Projects Business Unit

Enter the default PeopleSoft Project Costing business unit. If the default project business unit is already defined for the project user preferences, the value is display only.

Project

Enter the default project for which the requester is to enter service requisitions.

Service Type

Select the default service type.

Service (Project Role)

Select the default service (project role).

Time Approver

Select the default time approver. Values include users who have at least one of the roles defined in the role query: SP_TIME_APPROVER.

Invoice Approver

Select the default invoice approver. Values include users who have at least one of the roles defined in the role query: SP_INVOI CE_APPROVER.

Allow Time/Expense Overage %

Select the default tolerance for time and expense.

Expense Approver

Select the default expense approver. Values include users who have at least one of the roles defined in the role query: SP_EXP_APPROVER.

Requisition Notification Method

Select the notification method for requisitions.

May Enter Work Order

Select if the user can add new work orders.

May Extend Work Order

Select if the user is authorized to extend the duration of the work order contract.

Note. Select this check box to enable users to extend work order agreements.

Authorized to Delegate

Select if this user is authorized to delegate another service coordinator to source a requisition.

Authorized to Change Sourcing Rules

Select if this user is authorized to update the sourcing rules defined on the requisition when sourcing.

Notify team members of other team member’s worklist items

Select to notify all team members with a notification type of Email and Worklist or Worklist Only when any service coordinator on the team receives a worklist notification. The initial sourcing notification will be sent to all team members regardless of this setting

Service Time/ Progress Template

SPA_TIME_TMPL_PG

• Services Procurement, Define Services Procurement, Settlement Setup, Time and Expense Setup, Service Time/ Progress Template

• Setup Financials/Supply Chain, Product Related, Services Procurement, Time and Expense, Service Time/ Progress Template

Create services templates. Enter or modify options used in a timesheet to enter time and expense information and progress information.

Select ChartFields

SPA_TIME_TMPL_DIST

Click the Select ChartField link on the Service Time/Progress Template page.

Select the ChartFields to display on the Timesheet. The values from the selected ChartFields will be used to allocate time to on Distribution lines.

Note. This option is only available when you select Actual Allocation as your time reporting option.

Services Time Reporting Codes

SPA_TRC_CODE

• Services Procurement, Define Services Procurement, Settlement Setup, Time and Expense Setup, Services Time Reporting Codes

• Setup Financials/Supply Chain, Product Related, Services Procurement, Time and Expense, Services Time Reporting Codes

De fine time reporting codes.

Pay Types by Time Reporting Codes

SPA_TRC_PAYTYPE

Click the Pay Types link on the Services Time Reporting Codes page.

Enter and view pay types that are associated with time reporting codes. Use this page to indicate the pay rate and mark up rates that are used on the work order.

Note. This option is only available when pay types are used.

Time Reporting Rule

SPA_TIMERPT_RUL

• Services Procurement, Define Services Procurement, Settlement Setup, Time and Expense Setup, Time Reporting Rule

• Setup Financials/Supply Chain, Product Related, Services Procurement, Time and Expense, Time Reporting Rule

Define rules for reporting time.

Business Purpose

EX_PURPOSE

• Services Procurement, Define Services Procurement, Settlement Setup, Time and Expense Setup, Expense Business Purpose

• Setup Financials/Supply Chain, Product Related, Expenses, Purchase, Business Purpose

Use business purposes to justify a business expense as a corporate tax deduction.

Expense Distance Rate

EX_AUTO_RT_TBL

• Services Procurement, Define Services Procurement, Settlement Setup, Time and Expense Setup, Expense Distance Rate

• Setup Financials/Supply Chain, Product Related, Expenses, Management, Distance Rate

Define expense distance rates.

Expense Types — Expense Types1

SPA_EXPENSE_TYPES1

• Services Procurement, Define Services Procurement, Settlement Setup, Time and Expense Setup, Expense Type

• Setup Financials/Supply Chain, Product Related, Services Procurement, Time and Expense, Expense Type

Define expense types.

Expense Types — Expense Types2

SPA_EXPENSE_TYPES3

Click the Expense Types2 tab from the Expense Types1 page.

Define expense types.

Expense Payment Type

SPA_EXPEND_MTHD

• Services Procurement, Define Services Procurement, Settlement Setup, Time and Expense Setup, Expense Payment Type

• Setup Financials/Supply Chain, Product Related, Services Procurement, Time and Expense, Expense Payment Type

Create payment types that show (on an expense sheet) how an expense item was paid.

Expense Location

EX_LOCATION

• Services Procurement, Define Services Procurement, Settlement Setup, Time and Expense Setup, Expense Location

• Setup Financials/Supply Chain, Product Related, Expenses, Location, Expense Location

Create an expense location that can be required on an expense sheet.

When you define an expense type, you can require a service provider to enter the location for the transaction to ensure that the cost accurately reflects prevailing prices for that region.

Preferred Merchant

EX_MERCHANT

• Services Procurement, Define Services Procurement, Settlement Setup, Time and Expense Setup, Preferred Merchant

• Setup Financials/Supply Chain, Product Related, Expenses, Purchase, Preferred Merchant

Define a preferred merchant that you can include in an expense type. When you define an expense type, you can require a service provider to enter the preferred merchant for that transaction to ensure that the cost accurately reflects prevailing prices for that region.

Payment Terms Timing Codes

PYMT_TERMS_TIMING

• Services Procurement, Define Services Procurement, Settlement Setup, Invoicing Setup, Payment Terms Timing Codes

• Setup Financials/Supply Chain, Product Related, Procurement Options, Payments, Payment Terms Timing Codes

Define payment terms timing for each period that you reference in your payments.

Payment Terms - Single Payments

PYMT_TERMS_SINGLE

• Services Procurement, Define Services Procurement, Settlement Setup, Invoicing Setup, Payment Terms - Single Payment

• Setup Financials/Supply Chain, Product Related, Procurement Options, Payments, Payment Terms - Single Payment

Define valid payment terms for single payments.

Search Where Used

SNGL_TRMS_WHR_USED

Click the Search Where Used link on the Payment Terms - Single Payments page.

View where payment terms are used.

Calculate Example Payment Data (single payment terms)

SNG_TR_CLC_PAY_DTA

Click the Calculate Example Payment Data link on the Payment Terms - Single Payments page.

Calculate example data for single payment terms.

Payment Terms - Multi Payment

PYMT_TERMS_MULTI

• Services Procurement, Define Services Procurement, Settlement Setup, Invoicing Setup, Payment Terms - Multi Payment

• Setup Financials/Supply Chain, Product Related, Procurement Options, Payments, Payment Terms - Multi Payment

Define valid payment terms for multiple payments.

Calculate Example Payment Data (multiple payment terms)

MLT_TR_CLC_PAY_DTA

Click the Calculate Example Payment Data link on the Payment Terms - Multi Payment page.

Calculate example data for multiple payment terms.

Accounts Payables Interface

SPA_AP_INTRFACE

• Services Procurement, Define Services Procurement, Settlement Setup, Invoicing Setup, Accounts Payables Interface

• Setup Financials/Supply Chain, Product Related, Services Procurement, AP Interface

Define accounts payable application interface information.

Pay Type

Select the pay type you are to pay to the supplier

Multiplication Factor

Select the multiplication factor for the pay type. The value appears by default from the Services TRC multiplication factor, but you can override the value.

Description

Enter a long description to identify the time reporting rule.

Default TRC(default time reporting code)

Select a default TRC to use when the time reporting rule does not meet the rule criteria.

Rule Sequence

Enter a rule sequence number. This value is used to determine the order the system validates and applies the rule criteria to a timesheet. Since the rule sequence numbers are incremental, be sure to prioritize the rule in the order in which you want the system to evaluate and validate the TRC codes to use for time reporting.

Note. Always identify the most important rules at the lowest rule sequence to ensure that the system picks up those rules first. If you define a priority rule at higher sequence number and the system validates another rule that qualifies at a lower sequence number, the system uses the lowest rule sequence to populate the timesheet.

For example, if you create a rule with specific capture dates (as in the case of holidays), always be sure to define those dates first. The system starts at the most current rule sequence and works its way down the list. Also, if you want to be sure that there is always a valid rule in place, identify the “catch-all” rule as the last rule in the sequence. That way, you are always sure that there is a valid rule in the sequence.

Rule Scope

Select the time scope that this rule sequence covers.

Values include Date, Day of the Week, and Time Period.

Rule Type

Select the type for this rule sequence.

Values include Time Quantity and TRC List.

Date

Enter the date for which this rule applies.

Min Threshold(minimum threshold)

Enter minimum quantity of hours for this rule.

Max Threshold(maximum threshold)

Enter the maximum quantity of hours fro this rule.

TRC

Select a time reporting code to use with this time reporting rule.

Override UOM(override unit of measure)

Select an alternative UOM to use as an override on the work order. Use this UOM to calculate a different rate on the work order.

Blackout

Select the to prevent time from being entered for the specified day.

Note. This option is only available for the rule type of TRC List.

Day of Week

Enter a day of the week to create a time reporting rule.

Values include: Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, and Saturday.

Time Period

Enter a time period to create a time reporting rule.

Values include: Bi-Monthly, Daily, Monthly, Semi-Monthly, and Weekly.

Time Reporting Option

Use this option to determine whether a resource based work order requires the service provider to report time against specific ChartFields, or whether the total time is entered and distribution percentages automatically split time or progress according to the ChartField distribution defined for the work order.

Values are: Actual Allocation and Percent Allocation.

Actual Allocation: Select to enable the service provider to report actual time against each ChartField distribution line defined on the work order.

Percent Allocation: Select to enable the service provider or service provider contact to report total time or progress against a work order. The distribution percentage is used to automatically allocate time or progress across the pre-defined ChartField distribution lines.

Time Reporting Period

Select a period that indicates how often service providers enter their work hours. The default value is Weekly. Other values are: Daily, Bi-Weekly, Semi-Monthly, and Monthly.

Note. When you select a the monthly time reporting option the Display Calendar field is editable. You must select a display calendar to chunk monthly reporting properly.

Select ChartFields

Select the ChartFields to display on the timesheet.

The values from the selected ChartFields will be used to allocate time to on Distribution lines.

Note. This option is only available when you select Actual Allocation as the time reporting option.

Service Calendar

Select a service calendar for the time reporting period. Use this calendar as a detail for how the organization reports time during the calendar year.

Values include: Bi-Weekly, Daily, Monthly, Semi-Monthly, and Weekly.

Display Calendar

Select an appropriate calendar display option.

Use this option to determine how the calendar is displayed for the time reporting period. For example, if you select Monthly as the time reporting option, you may wish to display the calendar on a weekly basis.

Allow for more than 24 hours

Select if a service provider is enabled to enter more than 24 hours for a single project, work order, activity, and day. You can use this option for team reporting instead of individual reporting.

Note. When you select this option, the Rounding, Default Start Time, Default Stop Time, Break Duration, Precision, and Break is Editable fields are available.

Rounding

Select whether you want to round up or down to the hour. Select None if you do not want to round the minutes.

Precision

Select the number of precise minutes for rounding. Values are: Six,Twelve,Fifteen,Twenty,and Thirty.

Default Start Time and Default Stop Time

Enter the default start and stop times to appear by default on the timesheet. The user can override these values.

Break Duration (Mins)(break duration - minutes)

Enter the break duration in number of minutes. The break duration is subtracted from the total time difference between the start and end dates. For example, if you have a start time of 8:00 a.m. and end time of 5:00 p.m. with a 30 minute break duration, 8.5 hours are recorded for the day.

Break is Editable

Select to indicate that the break is not mandatory.

Time Reporting Rule ID

Select a time reporting rule to use for calculating different payouts.

Note. To use this feature, you must first define the time reporting rules on the Time Reporting Rules page.

View Time Reporting Rules

Click to view the time reporting rule associated with this service template.

Overtime Permitted

Select to indicate if a requisition allows overtime.

This flag controls which service time templates appears in the Time Template lookup prompt on work order. If Overtime Permitted option equals N, the work order prompt list only displays Service Time Templates that are defined with the overtime permitted option equal to N.

If the Overtime Permitted option is equal to Y, the prompt list displays all Service Templates.

Note. Setting this option is the responsibility of the Administrator who defines time templates. It is also the responsibility of the Administrator to configure and define Time Reporting Rules that prevent overtime and associate the right Time Reporting Rule ID to the Time Template that does not permit overtime.

Use Ratings

Select if the performance of a service provider during the time period is to be rated.

Note. This check box is only accessible if the Use Ratings check box on the Services Procurement Business Unit Definition page is selected.

Use Comments

Select to enable service providers and provider contacts to enter comments or concerns on the timesheet and progress log.

Distance Rate Type

Select Standard Rate to indicate a uniform reimbursement rate regardless of transportation type.

Select Varied Rate to indicate reimbursement rates that depend on the transportation type.

Standard Distance Rate

Enter the monetary amount that is to be reimbursed per unit driven, if you selected Standard Rate.

Transportation Type and Distance Rate

If you selected Varied Rate, enter a distance rate to define the monetary amount that is reimbursed for the transportation type per unit driven.

Rate Adjustment Factor

Enter an adjustment factor that the system applies for the transportation type.

Description, Merchant, Preferred Merchant, and Location

Select each option to appear as a required field on the expense sheet that a service provider completes for the expense type.

To define an expense location amount for this expense type, select the Location check box to make it a required field on the expense sheet.

Per Diem Amount

Enter the amount that is authorized for this expense type. In the column that appears to the right of this field, select the per diem's currency.

Deduct For Breakfast, Deduct For Lunch, and Deduct For Dinner

Enter deduction amounts. The currencies for these amounts appear by default from the currency that you selected for the per diem.

Preferred Merchant

You can add more rows to create a list of merchants that service providers must use. If the expense type appears in an expense sheet and the service provider did not use a preferred merchant, the line item requires an explanation.

Click the Refresh Display button if you modified an existing term definition and want to display the original, saved terms definition.

Search Where Used

Click to access the Search Where Used page to view where this payment term ID is used.

Calculate Example Payment Data

Click to calculate example payment data for the payment terms ID, based on currency, gross amount, and basis date values provided as input variables. This enables you to perform a what if analysis regarding the effect of various parameter settings on the calculated result, before choosing to save a particular term's definition.

Terms Applicability

Displays Vendor-Only Terms.

Split Net Terms

Select to enable a definition of payment terms that contain multiple net terms and any associated discounts. For example, select this option to use one timing ID if the basis date is between the 1st and 15th, and another timing ID if the basis date is between the 16th and end of the month. Split terms definitions enable you to set up variable net due date terms. There are terms that, depending on the basis date, result in more than one possible set of net or discount due dates.

Basis From Day

Enter the beginning day of the basis day range. The basis date's day value must be equal to or greater than this day or else the terms definition does not apply. This field is available for entry when the Split Net Terms check box is selected.

Basis To Day

Enter the ending day of the basis day range. The basis date's day value must be equal to or less than this day or else the terms definition does not apply. This field is available for entry when the Split Net Terms check box is selected.

Timing ID

Select to calculate the net payment due date for this day range within the single payment term.

Discount Terms Available

Select if the terms that you are defining include discount terms.

Timing ID

Select to specify the discount portion of this single payment term.

Adjustment Days

Enter the number of days used to adjust the discount due date for this single payment term. Define flexible discount terms by entering either basis date relative or due date relative discount due dates. This is useful if the discount terms are often calculated as, for example, 2 percent for the first 10 days following the start-of-terms (basis) date, or 2 percent up to 10 days before the payment due date.

Discount Terms Percent

Enter the discount percent that is applied to the invoice gross amount to calculate the discount amount.

Discount Terms Amount

Enter the flat amount discount that is applied to the invoice regardless of the invoice amount.

Note. This value is applied using the transaction currency units defined for the voucher. The particular currency to use is not defined here but is determined by context.

Multi-Payment Terms ID

Displays the multipayment terms ID that uses this single payment terms ID.

Number of Terms

Indicates the number of installments contained within the displayed multipayment terms ID that appears.

Number of Occurrences

Indicates the number of times that this payment terms ID is used within the multipayment terms.

Gross Invoice Amount, Terms Basis Amount, and Use Basis Amount

Enter a value to use as the terms basis amount for the example discount calculation. To use a different amount, select the Use Basis Amount check box, which enables the Terms Basis Amount field, and enter a different value.

Note. The terms basis amount value must be less than the gross invoice amount value.

Basis Date

The system populates this field with the current date by default.

Calculate Example Payment Data

Click the Calculate Example Payment Data button to calculate the payment data based on the values entered on the page.

Interface

Select Other to indicate a third-party application. Select PeopleSoft AP to indicate that you use PeopleSoft Payables.

File Format

PeopleSoft Services Procurement uses comma-separated values as its only file format. If you select Other as the interface, the system exports invoice data to a flat file using this format, which you can use to export to your accounts payable system for invoice voucher generation.

If you select PeopleSoft AP as the interface, this field is disabled, because it is not applicable.