Concepts Tasks Settings Procurement Process for On-site Contractors Purchasing an on-site contractor's services follows the normal procurement cycle: • A manual requisition is created requesting the on-site contractor (optional) • An RFQ is created and issued to solicit bids from possible suppliers (optional) • The supplier's bids are analyzed and the winning bid is selected (optional) • A contract and set of supplier-resource prices are created (optional) • The requisition is approved (optional) • A purchase order is created and sent to the supplier. The purchase order is kept open until the contract is over. The contractor’s timecards will be recorded against the purchase order. • Once you have created an employee record for the contractor, you will be able to plan, assign, and schedule work This section lists the high-level steps to procuring an on-site contractor, with links to more detailed topics for each step. To Procure an On-site Contractor 1. Create a manual requisition. See Creating a Requisition for an On-site Contractor. 2. Create an RFQ (if required). See Creating “For Demand” Requests for Quotation. 3. Award the RFQ to the winning supplier. See Awarding RFQs. 4. If not done in step 3, create a contract. See Creating a New Contract. 5. Approve the contract (if required). See Sending Contracts for Approval. 6. Approve the requisition (if required). See Sending Requisitions for Approval. 7. Create a purchase order: • To create a purchase order from scratch, see Creating a Purchase Order for an On-site Contractor. • To create a purchase order from a contract, see Creating a Purchase Order From a Contract. 8. Approve the purchase order (if required). See Sending Purchase Orders for Approval. 9. Create employee records for the contractors. See Adding an On-site Contract Employee. 10. By default, all contractors that are employed by the supplier are able to use the purchase order prices. However, if necessary you can limit use of a price to selected on-site contract employees. To select which contract employees can use the supplier resource prices listed on the purchase order, see Selecting Contractors for a Supplier Resource Price. 11. You can now add assign trade requirements to this contractor on work order tasks.
