Completing the SOW

Objective

After completing this lesson, you will be able to navigate the SOW completion process from buyer review and approval to supplier response and approval.

Reviewing and Submitting the SOW

The breadcrumb trail of an SOW creation page, showing the sixth step: Review

The last step in creating an SOW in SAP Fieldglass is short and simple: review the SOW and submit it for review and approval.

The SOW Review and Submit page of an SOW during creation, showing the information that was completed in the previous pages of the Create Statement of Work process. The Base Information and Details sections are visible, including much of the information that was completed for those sections. At the top of each section, at the far right of the section titles, is a link called Make Changes that allows the creator to edit the information of that section.

Review and Submit the SOW

WorkingNet Networking, Inc., a global manufacturer of data networking equipment, is building several new distribution centers in several countries, while simultaneously implementing new logistics software and processes.

Their first new distribution center is being built in the US, in a suburb of Atlanta, Georgia, so WorkingNet will use the new Atlanta hub as their base of operations. Darius, the Logistics Manager for WorkingNet, is overseeing the project.

Darius has engaged CarryAll Consulting, a logistics design and implementation firm, to help streamline their logistics processes as well as implement the new software.

Together they determine that the project will take six months—from January 1st through June 30th—and will be budgeted at 300,000 USD. A payment of 75,000 will be made at 50% completion, and 100,000 will be paid at completion.

The project also requires SOW Workers which includes a project manager overseeing a team of five implementation consultants. The project manager's hours will be tracked and billed at 125 USD per hour and the consultants at 100 per hour.

In order to engage CarryAll, Darius will use SAP Fieldglass to create the statement of work.

Darius drafted a detailed project plan, outlining exactly how CarryAll will provide the services necessary. He's completed all of the required elements of the SOW for the projects, including selecting the SOW template, adding the project details, editing the legal clauses, entering the project characteristics, and defining the types of workers needed.

Follow along as Darius completes the final step: review and submit the SOW and get a preview of its next steps.

ExerciseStart Exercise

Supplier Response and Approval of SOW

After a buyer submits the SOW, the status shows as "Pending Supplier Review". This means the SOW is sitting with the supplier, who is in the process of reviewing it. If collaboration is enabled, the supplier and buyer review can go back and forth as many times as needed until the terms of the SOW are mutually agreed upon.

If the buyer has defined SOW worker roles on the SOW, this back-and-forth process can also include the supplier assigning specific people to the worker roles for buyer approval.

An SOW Workers tab of an SOW, displaying a list of four submits job seekers, including two for the Logistics Consultant role, one for Software Implementation, and one Project Manager. The candidate for the Project Manger role, Jamie Turner, is selected, and the details of the worker is displayed below the list. For each SOW Worker, details include Revision, Work Order Status, Work Order ID, Name, Worker ID, Role, Site, Equipment, Resume Attached, Start Date, End Date, and Committed Spend. A red box entitled Approval Pending appears for each worker in the Work Order Status column. A worker record is selected in the list, and the details of that worker appear below the list.

When the Statement of Work is fully approved by WorkingNet, it returns once more to CarryAll for final acceptance.

Summary

The last step in creating an SOW is to review all the entered information, make edits if necessary, and submit it for approval.

Key Points:

  • Editing Information: Each section of the SOW has a "Make Changes" link for editing if necessary.
  • Submission Process: Upon satisfaction, the SOW can be submitted with comments, following the predefined approval chain.
  • Collaborative SOW Review: The SOW can be reviewed and responded to by both the buyer and supplier, allowing for back-and-forth until agreement is reached.
  • Approval Chain: Once the SOW is agreed upon, it follows the predefined approval chain within the buyer's organization for further reviews and final approval.
  • Final Acceptance: After full approval by the buyer, the SOW is returned to the supplier for final acceptance, completing the process.

Learning

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