Creating service receipts

Service Actuals

This page allows you to create service receipts for recording the details of the services received from the supplier for carrying out a work order. Tell me more

Select the “Service Actuals” link from the bottom of the “Work Order Actuals” activity.

The “Service Actuals” page appears.

This page enables you to create service receipts.

The system displays the following fields:

Receipt No.

The number automatically generated by the system, for the service receipt. You can set the numbering type based on which the receipt number must be generated, in the “Option Settings” activity of the “Services” business component.

Enter the following field:

Receipt Date	The date of the service receipt (Date Format). Mandatory. Ensure that the date is earlier than the current system date and the approval date of the reference document entered in the “Ref Doc. No” field. The system displays the current system date, by default.
Receipt Folder	Use the drop-down list box to select the receipt folder. The system lists all the receipt folders defined in the “Type Set-up” business component of Ramco Corporate Solutions.
Employee Code	The employee ID of the user who is creating the service receipt (Alphanumeric, 10). Ensure that the employee is already defined in the “Employment Information” business component of Ramco Human Resources Management Solution and is in ”Current” status. Help facility available
	Press <Enter>. The system retrieves the name of the employee in the “Name” field.

The system displays the following fields:

Status	The status of the receipt. The system updates this field with “Received” on clicking the “Create Receipt” pushbutton or “Receipt Freezed” on clicking the “Freeze Receipt” pushbutton.
Name	The name of the employee.
	Zoom facility available.

The system displays the following fields in the “WO Information” group box:

WO No.	The work order for which the service request is raised.
Date	The date on which the work order is created.
Status	The status of the work order which could be “Scheduled”, “In-progress”, “Deferred”, “Interrupted” or “Completed”.
Desc.	The description of the work order.
	Zoom facility available.
WO On	The maintainable object on which the work order is raised. The system displays either “Equipment” or “Location”.
Code	The equipment or location for which the work order is raised.
	The system displays the following fields in the “Ref. Doc. Information” group box:
Ref. Doc. Type	Use the drop-down list box to select the type of the reference document based on which the services are performed. The system provides the following options:
	SCO – Select this option if the services are performed based on a sub contract order.
	SC Release Slip – Select this option if the services are performed based on a sub contract release slip.
	The system displays “SC Release Slip” by default.
Ref. Doc. No.	The number identifying the reference document (Alphanumeric, 18). Mandatory.
	If you have selected “SCO” in the “Ref Doc type” field, ensure that the number entered here is already defined in the “Sub Contract Order” business component of Ramco Corporate Solutions.
	If you have selected “SC Release Slip” in the “Ref Doc Type” field, ensure that the number entered here is already defined in the “Release Slip” business component of Ramco Corporate Solutions. Help facility available
	Press <Enter>. The system retrieves the details of the reference document .
Created At	Use the drop-down list box to select the organizational unit in which the reference document was created.

The system displays the following fields:

Date	The date of the reference document.
Amendment No.	The latest amendment number of the reference document.
Preferred Supplier	The supplier code in the reference document.
Name	The name of the supplier.
	Zoom facility available.

The system displays the following fields in the “Details” multiline:

Receipt Line No.

The line number generated by the system for every row in the multiline.

Enter the following fields in the multiline:

Ref. Doc. Line No.

The line number, identifying a service in the reference document, for which the receipt details must be entered (Integer).

Help facility available

Press <Enter>.

The system displays the following fields in the multiline:

Sch. No	The schedule number identifying a staggered schedule.
Sch. Date	The date of the schedule.
Service Code	The service that is required for carrying out the work order.
Service Variant	The variant of the service code.
Service Desc.	The description of the service.
UOM	The unit of measurement of the service.

Enter the following fields in the multiline:

Received Qty.

The quantity of service that is received from the supplier (Decimal). Ensure that the value in this field is positive. Also ensure that the quantity entered is not greater than the quantity displayed in the “Pending Return Qty” field.

The system displays the following fields:

Order Qty.	The quantity of service for which the order has been placed.
Pending Qty.	The pending quantity that is yet to be received from the supplier.
Adhoc Service Class	The class to which a non-standard service belongs.

Select the “Create Receipt” pushbutton to create a service receipt.

Note: The system creates a service receipt in the “Received” status. It also automatically generates a number for the receipt and displays it in the “Receipt No.” field.

Select the “Freeze Receipt” pushbutton to create and freeze the service receipt at the same time.

Note: The system freezes the receipt and assigns the “Receipt Freezed” status. The receipt cannot be modified further.

The system displays the following fields in the "Record Statistics" group box:

Created By	The login ID of the user who created the receipt.
Created Date	The date and time at which the receipt was created.
Last Modified By	The login ID of the user who last modified the receipt.
Last Modified Date	The date and time at which the receipt was last modified.

To proceed, carry out the following

Select the “Modify Receipt” link from the bottom of the page to edit the details of the receipt created against the reference document.
Select the “View Service Receipts” link from the bottom of the page to view the service receipts that have been created so far with reference to this work order.
Select the “Specify Material Used” link from the bottom of the page to record the details of materials used for carrying out the service.

Prerequisite

A sub contract order or a release slip must have been created in the “Sub Contract Order” or “Release Slip” business component of Ramco Corporate Solutions.

Service Actuals – An overview

This page allows you to create service receipts for recording the details of the services received from the supplier for carrying out a work order. You can create the service receipt with the following information:

The date of the receipt.
The receipt folder in which the service receipt must be stored.
The employee who created the receipt.
The reference ordering document against which the services have been performed. The reference ordering document can either be a “Sub-Contract Order” or a “Sub-Contract Release Slip”.
The specific line number in the reference document for which the service is received.
The quantity of each service that is received.

The system generates a service receipt with a unique number. You can also freeze the receipt after creation.