The Post Award Requests sub-tab is similar to the Requisitions sub-tab in Demand Workbench. Click the Post Award Requests sub-tab to display the Views region in the Post Award Requests page. Pre-defined (seeded) views such as My Post Award Requests or My Approved Post Award Requests are available to you. However, if you need to modify or update the existing views, click the Personalize button to open the Personalize Views page. Click the Update (pencil) icon to modify a view. Click Duplicate to make a copy of an existing view. Click Create View to create a new view.
Workload Administrators can assign requisition or post award request lines to buyers for the purpose of completing procurement tasks. Workload administrators can access the Workload Assignment functions from the Requisitions page or the Post Award Requests page in Buyer Work Center. The Workload Administrator first navigates to the Requisitions or the Post Award Requests page and selects one or more requisition or post award request lines, then chooses a value from the Workload Assignment LOV and clicks Go. The Workload Assignment LOV displays the following options: Create New Assignment, Add to Existing Assignment, Remove Lines from Assignment.
Manual assignment of buyers to post award request lines is performed by the Workload Administrator. Automatic Assignment is the activity of assigning a responsible Buyer to a collection of lines on a Post Award Request document automatically for purposes of administering procurement activities. In the Setup: Purchasing > Document Styles page (Post Award Requests Controls region), you can select or unselect the automatic assignment capability using the checkbox Auto Assign Post Award Requests. The Auto Assign To list of values in the same page (Document Styles) enables you to specify if you wish to auto assign the post award request lines to the Award Administrator, Buyer or Contracting Officer. If you leave this value blank, the system will automatically assign the post award request lines to the Award Administrator, Buyer or Contracting Officer (in that order) if any one person has been specified in the post award request. When the checkbox Auto Assign Post Award Requests is selected, then a new assignment is created always.
For more information on workload assignments, please refer to the chapter Workload Assignments in this guide.
Use the AutoCreate function to create modifications or add information to existing modifications from post award requests. Post Award Request lines can be autocreated to new and draft modifications, and no other documents. Thus the action Type in Document Builder enables you to perform one of the following actions: Add to Modification or (create) New Modification.
In the Post Award Requests tab, navigate to Document Builder and select one of the following action types from the Type list of values: Add to Modification or New Modification. Then select one or more post award request line(s), ensure that they belong to the same award. Post Award Request line(s) should be added to the Modification that is created for the same award that the post award request is created from. Post Award Request line(s) should be autocreated to a modification that has the same base award as the post award request.
Click Add to start the autocreate process. The Document Builder region now displays the award number, the line details, etc. Click Create to add the selected lines to an existing modification or to create a new modification. The existing modification with the newly added lines or the new modification displays in a new page. Navigate to the Lines tab of the modification to see the newly added lines.
Note: If the setup steps for enabling concurrent modifications have been completed by your system administrator, you can also autocreate concurrent modifications from the post award request lines.
You can also view the post award request in the Modifications page using the View Post Award Request action.