Book a Service Entry Sheet

Prerequisites:

This feature has been activated for your organization
Purchase Order item with type D (service) has been created in SAP

1. You can access a creation of a Service Confirmation via the MyCart list via the three points on the right side of a purchase requisition. There you will find the point "Create confirmation".

2. After clicking on this point a new screen will load.

3. Please choose a purchase order from which the items were delivered. In the list of the purchase orders you have the following columns:

Column name	Description
Confirm	Checkbox which purchase order you want to choose
Purchase order	ID of the purchase order
Item	Line item number of the purchase order
Name	Description of the item
Type	Good or Service
Vendor	VendorId of this Iine item
Outstanding quantity	Outstanding quantity of the item
Confirm quantity	When checked the checkbox a quantity can be placed on the new line
Delivery completed	Was the delivery completed?

4. After you checked the item which were delivered, you have three buttons to continue:

Button name	Description
BACK	Back to the previous page
CHECK	Check button to send Goods Receipt to backend (The Goods Receipt will be validated against business rules)
SUBMIT	Submit button to accounting

5. The service is now confirmed. You can now create a Service Entry Sheet in the new screen:

The new screen contains the following parts:

Two tabs for Overview and for the Items
Information about the confirmation
Two checkboxes if you accept the service and if this confirmation is the final delivery.
Buttons to continue:

Button name	Description
BACK	Back to the previous page
ADD ITEM	Add an item to the confirmation
SUBMIT	Submit button to accounting

6. When clicking on ADD ITEM you will see a popup with more field for the item.

After that you can click on SUBMIT to create the Service Entry Sheet.

On the Wiki page Document Flow you will find how to access all Service Entry Sheets.