Receiving services

If your company requires receipts for services, you can record the services received against an approved purchase order. You can copy all the purchase order line items if all services have been received, or you can enter partial receipts. You record total or partial receipts of a service on a purchase order the same way that you record the receipt of materials.

Before you begin

To create receipts, the status of the purchase order must be either INPRG (In Progress) or APPR (Approved).

About this task

A receipt tolerance quantity or amount may have been set for a line item in the purchase order. If the quantity or the amount of a line item received exceeds the receipt tolerance set for that line item, you can choose to receive part of the order or to receive the tolerance amount or quantity set. If you cannot receive any items in excess of the ordered quantity, you must modify or delete the associated line item.

Procedure

  1. On the List tab of the Receiving application, select the purchase order for which you want to receive a service.
  2. On the Service Receipts tab, click Select Ordered Services.
  3. In the Select Ordered Services window, select the check box for each service that you want to receive. To select all the services on the purchase order, select the check box in the table header.
  4. Click OK.
  5. Optional: Change the selected services information, such as the quantity, in the Service Receipts table window. When you save the receipt, these fields become read-only.
  6. Click Save Receipt.