This procedure outlines the process to create a Service Contract (SC) in AiM
See Purchasing Service Contract Workflow
Step-by-step guide
- Initiate the process by creating a Purchase Request (PREQ) in AiM or by sending a request to fass@uoregon.edu
FASS Agent Step-by-step guide
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Update Purchase Request
- Log on to AiM where the PREQ is listed by date needed on the Personal Query Count
- Select the PREQ transaction number
- Review and edit the PREQ description box to ensure the following information is included:
- Brief description of service
- PREQ number
- Work order-phase number (include dash with no spaces)
- Requestor name and Shop
- Select the individual Line Item number located at the bottom of the page
- Review and edit the Line Item description box to ensure the following information is included:
- Description of service
- PREQ number
- Work order-Phase number (include dash with no spacing)
- Requestor name and shop
- Ensure the Contractor is included and accurate
- Ensure the total is included and accurate
Repeat for each Line Item in the PREQ
- Select Done once the Line Item page is complete
- Save the PREQ
- At this point, the PREQ status is ready to be updated to Request Received
- Select Edit
- update status to Request Received
- Save
- The PREQ is now in Request Received status
If a service contract already exists for this service, then:
- Select Edit
- Update the Status in the Status bar to Request Finalized
- Select Save
- Select Edit
- Update the Status in the Status bar to SRV Contract Created
Email (from AiM PRQ) the requestor to notify that a service contract exists
- If necessary, the Buyer completes the PCS contracting process
- Notify the customer that this request will be set up as a Service Contract.
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