Create Contractor Order
Explanation
Use this activity to assign a contractor to a request scope or a specific
task.
Manually Creating a Contractor Order
To manually create a Contractor Order, navigate to the
Contractor Orders tab in Request Scope
or Request Work Task, and then select
Create Contractor Order. Select a Service Contractor and, if
applicable, a Contractor Agreement—note that if an agreement is selected,
the associated agreement line becomes mandatory. The Contractor Order is
then linked to the Scope/Task.
Automatic Contractor Order Creation via Selection Rules
In Automatic Contractor Order creation, the system assigns a Service
Contractor and Agreement Line based on predefined rules. If a user modifies
the Request (e.g., changes customer, location, or service), the system
re-evaluates selection rules and updates or cancels existing Contractor
Orders accordingly.
Automatic Contractor Order Creation via Assigning a Contracted
Resource to a Task
A Contractor Order is automatically created when a contractor or bucket
resource is assigned to a work assignment. This assignment may originate
from manual allocation, PSO (Planning and Scheduling Optimization), or
external integrations.
When a Work Task or Request is created and routed to PSO, and PSO assigns
the task to a contractor resource, a Contractor Order is generated
automatically. This prevents duplication of resource demands or assignments.
Additionally, the system ensures that the assignment demand is set to Fixed,
meaning the task will remain allocated to the selected contractor resource
and will not be rescheduled.
Prerequisites
- The Service Contractor must exist and have completed onboarding.
- Active Contractor Agreements must be available.
- Selection Rules must be defined (if auto-creation is used).
- For the automatic creation of contractor payment lines,
- The Planning Lines should be defined in the task.
- Default Purchase Parts for each cost type must be configured in
the Service Contractor settings.
- The Fixed Cost Details lines should be defined in the Contractor
Agreement line.
- For Automatic Contractor Order Creation via Assigning a Contracted
Resource to a Task,
- The contractor or bucket resource must be defined in the system.
- The relevant contractor must be linked to a valid contractor
agreement (if applicable).
- The resource must be assigned to work tasks via PSO or
integrations.
System Effects
- A Contractor Order is created per scope, or task based on selection.
- If a contractor is added to a scope, one Contractor Order is created
for all tasks under that scope.
- If a contractor is added to a specific task, a separate Contractor
Order is created for that task only.
- The system automatically generates Contractor Payment Lines based on
Planning Lines. A system event log will record the automatic creation of
these payment lines for tracking and auditing purposes.
- Selection Rules automatically assign a Service Contractor and
Agreement Line when applicable.
- A Change History Log records any status updates and changes in
payment lines and Contractor Orders.
- Subcontracted tasks and scopes (and Requests) are flagged with a
Subcontracted Badge for visibility.