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Creating a Requisition for an On-site Contractor

This section explains how to create a manual requisition for an on-site contract employee.
Use a manual requisition to request a new on-site contractor. This begins the process of approving and procuring the on-site contractor. This purpose of this requisition is not to request the contractor to work on a specific job; that comes later when the contractor has been approved and is on site.

To Create a Requisition for an On-site Contractor

1.
From the site window, select the Requisitions view, then the Requisitions tab, and then the Requisitions tab. By default, this tab displays all open requisitions for the site.
2.
Click New. The Requisition window appears, open to the Properties view.
3.
If necessary, you can change the requisition number in the Number box.
4.
Enter a title for the requisition in the Title box. You must enter a title to save the requisition.
5.
Enter the Date required.
6.
On the Charging tab, enter the charging information by selecting a work order, asset, or account to charge, and then browse to select the item and then click OK.
7.
To add a requisition line, select the Lines tab, and then select On-site Contractor from the New list. The New Trade Requirement dialog appears.
8.
On the General tab, enter the following settings:
Setting Name
Description
Trade
Select the appropriate trade from the list. You can select any trade with an available source set to either Purchasing only or Both purchasing and maintenance.
Number
The total number of items that are required. For example, the number of employees or contractors required for the trade or the number of tools.
This setting is only applicable to trades, tools, and time-based service resources.
 
Required for
The amount of time for which each contractor is required. For on-site contractors, enter the total amount of time that they will be working at your site.
The total time entered for the requirement will be calculated as:
Number Of x Required For
If this box is left blank, the requirement will default to 1.00 hour.
Labor rate type
The type of labor rate to be used in planning the costs for this requirement. The system enters the default labor rate type, but if necessary you can change it.
Relationship type
The relationship of the lag to the start of the task. You can select from:
•
Start to start (SS): The requirement starts when the task is planned to start, offset by any entered lag time.
•
Finish to finish (FF): The requirement ends when the task is planned to end. The system automatically calculates the required lag time.
Lag
The lag time that is required between this requirement and the planned start time of the task.
For example, if you enter a trade requirement with a lag time of two hours, the planned start time for the trade will be two hours after the planned start time for the task.
This setting is used when calculating the estimated duration of the task, and when the task is scheduled.
Fulfillment method
Select Purchase.
Purchase type
Select On-site contractor.
9.
On the Purchasing tab, enter the following settings as required:
Setting Name
Description
Supplier
The number of the supplier that supplies this resource.
By default, the system enters the default supplier of the resource. If necessary, you can change the supplier by clicking either All Suppliers or Valid Suppliers and selecting a new supplier from the selection dialog.
Supplier reference
The supplier’s resource price for this resource. Only prices that are currently effective (not expired) can be selected.
Purchase priority
The selected purchase priority for this resource demand. You can select from the list of priorities defined for the site.
Buyer
The name of the buyer who will process this resource demand.
Deliver to
Select the warehouse where the item(s) should be delivered.
Deliver to warehouse/Inventory group
The name of the warehouse inventory group that should receive the item(s) ordered. If you select a consignment inventory group, the order will be treated as a consignment order.
10.
Enter any comments on the Comments tab.
11.
To override the GL account or cost type, select the Charging Info tab and make the appropriate changes (only available if overrides are allowed).
12.
Select the Attachments tab to add attachments to the requisition. For more information about adding attachments, see Adding Attachments to Objects.
13.
Click OK.
14.
To add more requisition lines, repeat steps 7 to 13.
15.
When you are finished, save the requisition.
16.
If you are using RFQs, you can now request a quotation. Right-click the trade requirement and select Request a Quotation. The requirement is added to the list of RFQ requests.
17.
If requisition approvals are being used, you can now send the requisition for approval. Please see Sending Requisitions for Approval.
Note: If you have requested a quotation, the approval process cannot be completed until the RFQ is awarded.
18.
If you are not using requisition approvals, you can mark the requisition as being planned. From the Requisition menu select Mark as Planned.
19.
Once the requisition is sent for approval (if necessary) or marked as planned, it can be processed through either the Requisitions or My Desk view. You cannot add or change items once the requisition is approved or planned, unless you redraft it.