Service Receipt
A service is received by confirming it happened. Approval accrues the cost, so the ledger knows about work done before the invoice arrives.
Where to find it
- Module: Supply Chain
- Group: Purchasing
- Section: Buying
- Screen: Service Receipt
Address in the console: /scm/service-entries
List · 13 columns · 11 fields on its form · 3 of them required · 1 action
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Entry | Code | entry_no |
| Service | Text | description |
| Supplier | Text | supplier_name |
| Order | Code | po_no |
| Contract | Code | contract_no |
| From | Date | period_start |
| To | Date | period_end |
| Quantity | Number | quantity |
| Rate | Amount | unit_price |
| Amount | Amount | amount |
| Cost center | Code | cost_center_code |
| Status | Status | status |
| Journal | Code | journal_no |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| What was done required | Text | ||
| Supplier | Choice | Looked up from existing records | |
| Against order | Choice | Looked up from existing records | |
| Against contract | Choice | Looked up from existing records | |
| Period from | Date | ||
| Period to | Date | ||
| Quantity required | Number | ||
| Unit | Text | HR, DAY, EA… | |
| Rate required | Number | ||
| Cost center | Choice | Looked up from existing records | |
| Performed by | Text |
What you can do here
Approve primary
Confirm the service was received
Asks for: It was received as described If not, why
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.