Managed Services Engagements in the Application

Managed services engagements only require minimum data. Once you submit the minimum data, the request is converted to an engagement automatically after submittal. If approval routing is enabled for the client organization, approvals must complete before the engagement is converted. If you have configured onboarding items, those items might also need to be completed before the engagement is converted.

Note: Minimum data requirements are defined in Create a Managed Services Request.

For more information on items that might need to be completed, see the following:

Billing items can only be added at the engagement level, and only if an invoice option is associated in the Financials section of the engagement. You can optionally associate a default invoice option for all managed services at the client organization level (Configuration > Settings > Configuration > Configuration tab > Default Invoice Option for Managed Service Engagements). For more information about adding billing items, see Add Billing Item for Managed Services Engagement.

A Tax Location section is added to the Position Details section when the Tax Calculation method (at the invoice option level) defined for the engagement is set to 'Wand' or 'Manual', or if the Tax Estimation Batch Approval setting on the invoice option is enabled. The Tax Location specifies the tax rates for the engagement. If you edit this section, you can change the location by selecting the Override Tax Location check box and use the drop downs to select the new location (required) and additionally enter the location postal code.

If you are using a batch billing approval process to estimate taxes and approve total amounts, configure the details on the engagement Batch Billing tab. For more information about setting up these details, see Configure Batch Settings on an Engagement.