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Fieldglass Services Procurement

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This Is SAP Fieldglass
Unit 6: Services Procurement in SAP Fieldglass
Services Procurement in SAP Fieldglass
A services procurement process
Let’s run through one possible
workflow illustrating how to procure
and engage services in
SAP Fieldglass.
Note, this illustration represents just
one possible workflow. Every
organization that uses SAP Fieldglass
will utilize its own unique services
procurement workflow.
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Services Procurement in SAP Fieldglass
The project
WorkingNet has decided to redesign
a floor in their headquarters building
and include a brand-new state-of-theart data networking hub to be linked
to 500 workstations.
Mavis, who manages the data
networking department at
WorkingNet, will be overseeing the
buildout of the data hub workstations
using third-party vendors to help with
the project.
Mavis is working with Sheila to
determine how re:CrewIT will provide
the services necessary to build out
the data hub workstations.
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Services Procurement in SAP Fieldglass
Step 1: Create the SOW
Mavis initiates the creation of the
statement of work. She uses an
appropriate SOW template to begin
the process.
SOW
She will input the details of the
project, including the
▪ tasks,
▪ timeline,
▪ number of workers needed,
▪ deliverables, and
▪ costs,
among other details.
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Services Procurement in SAP Fieldglass
Step 2: Submit the SOW to vendors
Mavis has now defined everything on
the statement of work. She reviews
and submits it to re:CrewIT for review.
This gives her the opportunity to
review what has been entered and
make any corrections, if necessary.
SOW
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Services Procurement in SAP Fieldglass
Step 3: Vendor reviews/edits SOW
Sheila reviews the events (tasks)
defined by WorkingNet and notices
the cost of one of the events is too
low. She thinks Mavis may have
accidentally added the incorrect
amount when creating the statement
of work.
SOW
So she edits the amount on the event
and submits the changes back to
Mavis for review.
SOW
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Services Procurement in SAP Fieldglass
Step 4: Buyer reviews edits to SOW
Mavis reviews the SOW to see if
re:CrewIT made any changes to the
statement of work, so she compares
versions. If she needs to, she can
make changes and propose those
back to re:CrewIT.
SOW
SOW
Mavis sees that re:CrewIT increased
the event amount to $75,000.00. She
double-checks her copy of the SOW
and realizes this is the correct amount.
No changes are necessary, so Mavis
submits the SOW to WorkingNet’s
approvers.
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Services Procurement in SAP Fieldglass
Step 5: Buyer approvers review SOW
The statement of work is routed
through all approvals at WorkingNet,
starting with approval by Brian at the
Program Management Office.
SOW
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Services Procurement in SAP Fieldglass
Step 6: Supplier approves and adds worker(s)
When the statement of work is fully
approved by WorkingNet, it goes back
to re:CrewIT for a final review and
acceptance.
Sheila accepts the SOW. Because
she has accepted the terms, she can
no longer edit the SOW.
However, she can still add workers,
and since she has the perfect project
manager (PM) lined up for this
project, she adds him to the SOW.
SOW
She includes all the required details
for the PM, including the rates for his
services.
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Services Procurement in SAP Fieldglass
Step 7: Buyer approves worker(s)
Mavis reviews the proposed project
manager’s information and thinks he
is a good fit, so she approves him.
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SOW
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Services Procurement in SAP Fieldglass
Step 8: Worker registers in SAP Fieldglass
Now that Mavis has approved the PM,
he will receive an email to register in
SAP Fieldglass.
During this time, if WorkingNet has
any onboarding activities that are
configured for services workers, such
as badging or background checks,
they would be initiated in the SAP
Fieldglass application as well.
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Services Procurement in SAP Fieldglass
Step 9: Worker submits time and expenses
After the project manager registers in
SAP Fieldglass, he can enter his time
worked. The time sheet entry process
looks the same for services workers
as it does for contingent workers.
Because the PM is working under the
SOW, when he submits his
timesheet, it is automatically
approved and an invoice is autogenerated by the application.
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Services Procurement in SAP Fieldglass
Step 10: Supplier completes milestone
Two weeks later, the buildout of
WorkingNet’s workstations is well
underway. In fact, they are 50%
complete!
As per the statement of work, this
milestone triggers a payment to
re:CrewIT. Sheila marks this event
complete in SAP Fieldglass.
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Services Procurement in SAP Fieldglass
Step 11: Buyer approves milestone
Mavis has been keeping a close eye
on the workstation setup and is
delighted that re:CrewIT is delivering
on time. She is notified that Sheila
has marked the 50% event complete
in SAP Fieldglass.
She approves the event.
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Services Procurement in SAP Fieldglass
Step 12: Supplier is paid
An invoice is automatically created in
SAP Fieldglass so that WorkingNet
can pay re:CrewIT for the services
rendered.
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