Defining Service-Related Lines

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Services related line types allow you to negotiate on labor contracts and general services. The outcome document of the negotiation determined the type of services for which you can negotiate.

Outcome Fixed-Price Services Fixed-Price Temp Labor
Standard Purchase Order X  
Blanket Purchase Agreement X  
Global Blanket Purchase Agreement X X
Contract Purchase Agreement X X

You can include services-related lines with regular amount-based and goods-based lines.

To define a temporary labor, rate-based line:

  1. From the Add Line menu on the Create Lines page, select Online to continuing entering your line description online, or click Load from Spreadsheet to upload a previously completed spreadsheet file containing all the line information

  2. On the Lines: Create Line page, make sure you select a temporary labor, rate-based line type, and click Go.

  3. Search and select a job from the Job menu. The Description, Job Details, Unit of Measure and Category will default according to the Job you select.

  4. Enter values in your price fields if necessary.

  5. Create attributes as needed to solicit additional information for this line.

  6. Specify how price differentials are to be used within the negotiation (for example, is a response to the price differential required)

  7. Select the price type (for example, vacation), and specify the differential associated with this price type.

  8. If you need to specify price breaks, click Select Price Break Settings and ensure it is not set to None.

  9. Enter your price breaks including Price Differentials, if appropriate.

  10. Finally, add notes or attachments to the supplier.

  11. Continue defining the remainder of the negotiation.

To define a temporary labor, fixed-price line:

  1. Follow steps 1 and 2 above.

  2. On the Lines: Create Line page, make sure you select a temporary labor, fixed-rate line type, and then click Go.

  3. Search and select a Job from the Job menu. The Description, Job Details, and Category will default according to the Job you select.

  4. Create attributes as needed to solicit any additional information for this line.

  5. Finally, add any notes or attachments to the supplier.

  6. Continue defining the remainder of the negotiation.

To define a general services fixed-price line

  1. Follow steps 1 and 2 above.

  2. On the Lines: Create Line page, make sure you select a general services, fixed-price line type, and then click Go.

  3. Provide the line with a description and select a Category value.

  4. Create attributes as needed to solicit additional information for this line.

  5. Finally, add notes or attachments to the supplier.

  6. Continue defining your negotiation ,