Unable to create Purchase Requisitions to "Contractor" enabled purchase parts

Hi Chamath,

In our business, the contractor-enabled purchase parts are intended to be used for service contractor management, where contractors report time and costs against projects/work tasks and the purchase part is used as the basis for contractor payment processing. 

Since it doesn't require an immediate procurement processing rather than a generic requisition flow, a PR is not needed. 

Thanks,
Asela

Further I found its mentioned in help as well.

 

Rephrasing my 1st reply. It should be:

“….. it requires an immediate procurement processing rather than a generic requisition flow, a PR is not needed

Hope I didn't confuse you. :)

HI ​@Chamath Kuruppuarachchi, the contractor purchase parts are used to request the work of a contractor. For these parts, we can assign a contractor on the PO line and then do the time reporting for the contactor using external project activity.  I think price for this type of work is usually agreed with the supplier previously (e.g. through a supplier agreement) hence there is no business requirement to send a PR to the supplier and ask for a quotation each time. However, this is my understanding which could be wrong. Thanks.

Hi ​@Asela Munasinghe  ​@Ravinatha Ariyarathna  thanks a lot for the info and inputs. In my case I was more into the authorization side of the contractor spend. for my customer they have different business streams in the same site. So the Project manager and business stream owner needs to authorize this spend.

Authorization based on preposting is available on the PR level. Thats why i wanted to know the real reason why we have to start this proceess in PO. I might want to look into a workaround for authorization.  ​@Asela Munasinghe  by any chance do you do any authorization for these type of PO s in your company?

Thanks,

Chamath

Yes we do ​@Chamath Kuruppuarachchi . We use a role based Authorization level matrix where the following roles authorize [only the POs] 

Project Manager of the relevant project
Project Cost Controller

Operations Manager / Project Director 
Relevant member of the board of Directors

The authorization level template setup under the authorization rule captures the above levels [of course based on the value of the PO, some levels might not be applicable] 

Thanks,
Asela

 

Sorry - forgot to mention the above roles are setup under project roles for each project, so they are captured onto the PO 

Thanks a lot asela, really helpful. I assume you perfrom the project manager based authorization in the PO level by connecting the Project into the PO header. Basically one PO contains contractors relating to a one project, not multiple projects?