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 · 4 of them required · 4 actions
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 required | 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*
Reject
Reject the service entry
Asks for: Why — what was not received as described*
Submit
Asks for confirmation: Submit this service entry for approval: the work was done?
Mark invoiced
The supplier’s invoice for this work is in the books
Asks for: Supplier invoice*
* required
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.