2.6.1_Simulation - Creating Multi Resource Contract Labor Requisition

Navigation: Main Menu > eProcurement > Create Requisition

Purpose: Use this simulation to practice creating  a Multi Resource Services Requisition.

Steps:

1. Click in the Business Unit field.

    

   Note: the Business Unit and Requester fields should default based on user profiles.

   Step 1

2. Enter the desired information into the Requester field. Enter

    a valid value
    e.g.
    "10000"
   .
   Step 2

3. Click in the Requester field.

   Step 3

4. Enter the desired information into the Requester field. Enter

    a valid value
    e.g.
    "ROSER"
   .
   Step 4

5. Click the OK button.

   Step 5

6. Although not required, it is recommended that you enter a Requisition Name.

    

   Enter the desired information into the Requisition Name field. Enter

    a valid value
    e.g.
    "Multi Resource TLC"
   .
   Step 6

7. Click the Continue button.

   Step 7

8. From the Services tab, enter the desired information into the Reference field.  Enter "Statement of Work Example".

   Step 8

9. Click the Service Method list.

   Step 9

10. Click the Multi Resource list item.

    Step 10

11. Click the Look Up Service Type button.

    Step 11

12. Click the COMBO link.

    Step 12

13. Click the Look up Service (Alt+5) button.

    Step 13

14. Click the COMBINED link.

    Step 14

15. Click the Look up Requesting Dept (Alt+5) button.

    Step 15

16. Click in the Description field.

    Step 16

17. Enter the desired information into the Description field. Enter

     a valid value
     e.g.
     "Film"
    .
    Step 17

18. Click the Look Up button.

    Step 18

19. Click the 45440 link.

    Step 19

20. Click the down arrow button of the vertical scrollbar to view additional screen information.

    Step 20

21. Click in the Start Date field.

    Step 21

22. Enter the desired information into the Start Date field.  Enter "09/02/2014".

     

    Note: You can also click the Calendar button to the right of the date field to select a date from the Calendar window.

    Step 22

23. If the End Date does not match the requisition requirements, change if needed.

    Step 23

24. Click in the Labor Amount field.

    Step 24

25. Enter the desired information into the Labor Amount field. Enter

     a valid value
     e.g.
     "125,000"
    .
    Step 25

26. Because this is a Multi Resource-based requisition line, you must enter a Labor Amount.  the amount specified becomes the overall not to exceed total for the combined associated individual services.

    Step 26

27. Click in the Expense Amount field.

    Step 27

28. Enter the desired information into the Expense Amount field. Enter

     a valid value
     e.g.
     "10,000"
    .
    Step 28

29. Click the Add New Services button.

    Step 29

30. For additional resources, the Service Method (Resource) automatically populates.

    Step 30

31. Click the Look up Service Type (Alt+5) button.

    Step 31

32. Click the 644405 link.

    Step 32

33. Click the Look up Service (Alt+5) button.

    Step 33

34. Click the ITCONSULTING link.

    Step 34

35. Click the down arrow button of the vertical scrollbar to view additional screen information.

    Step 35

36. Click in the Rate field.

    Step 36

37. Enter the desired information into the Rate field. Enter

     a valid value
     e.g.
     "125.00"
    .
    Step 37

38. Click in the Expense Amount field.

    Step 38

39. Enter the desired information into the Expense Amount field. Enter

     a valid value
     e.g.
     "2,000"
    .
    Step 39

40. Click the Add Another Service button.

    Step 40

41. Click the Look up Service Type button.

    Step 41

42. Click the SUP link.

    Step 42

43. Click the Look up Service button.

    Step 43

44. Click the SERV_TECH link.

    Step 44

45. Click the down arrow button of the vertical scrollbar to view additional screen information.

    Step 45

46. Click in the Rate field.

    Step 46

47. Enter the desired information into the Rate field. Enter

     a valid value
     e.g.
     "95.00"
    .
    Step 47

48. Click in the Expense Amount field.

    Step 48

49. Enter the desired information into the Expense Amount field. Enter

     a valid value
     e.g.
     "1520"
    .
    Step 49

50. Press [Enter] to have the remainder of the Rate Details populate.

    Step 50

51. Click the Continue button.

    Step 51

52. Click the Go to Submit Requisition button.

    Step 52

53. Click the Save & submit button.

    Step 53

54. The Confirmation page will display when either the Save & preview approvals button or the Save & submit button are clicked.

    Step 54

Congratulations! You have created a Multi Resource Service Requisition.

After clicking finish below, go to course outline, select

Lesson 2.7_Creating Special Request Requisitions (Concepts), and click Try It! to continue the lesson.

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