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Entering a Service Acknowledgment Transaction

A service acknowledgment transaction allows you to record the fact that a purchased service has been performed. Service acknowledgment transactions are used with service type resources or non-catalog items in the same way purchase receipt transactions are used for materials. You can create a service acknowledgment for any purchase order line that references a service or non-catalog item.

You can record a service acknowledgment on a purchase order line, or when you are reporting activity against a work order task. If approvals are required, the work order and/or purchase order line must be approved before the service can be acknowledged as performed.

This topic explains how to enter a service acknowledgment transaction when reporting activity for a work order task.

To Enter a Service Acknowledgment Transaction

1.	On an activity report select the Resources tab and then the Services tab. The tab lists the approved (if approvals are required) and purchased service type resource requirements for the work order task.

2.

To acknowledge a service as performed, double-click on the appropriate line, otherwise create a new service acknowledgment. You may only create new acknowledgments for purchase order lines related to the current work order. To create a new acknowledgment, click New. The Report Service dialog appears.

3.	On the Service Acknowledgment tab, complete the following:

Setting Name

Description

Purchase order

The purchase order that ordered this service. Only purchase orders that contain lines for service resources can be selected.

Line number

Select the purchase order line for the service.

Amount

Fill in the amount being acknowledged.

Service complete

Select this option if the service is complete. If this option is selected, you will not be able to enter another transaction for this purchase order line. If you clear this option, the system will create another transaction for the service the next time you report activity. When the work is finished, you can then fill in the additional time or amount. For example, you may need to do this if the purchase order was placed for 8 hours, and after 8 hours the work is not complete. When the vendor comes back to complete the work the next day, it takes another 4 hours.

Additional costs

Any additional costs associated with the performance of the service. The amount that is entered here is added to the total value of the transaction. If an invoice is created for this transaction, the additional costs will be added to the invoice as an extra charge line.

Additional costs notes

Information about the additional costs associated with the service. You can enter up to 255 characters.

Acknowledged by

The person acknowledging the service transaction.

Date performed

The date that the service was performed.

4.	On the Comments tab, you can enter a note for the transaction.

5.	On the Distribution tab, you can review the charging information. If necessary, you can override the cost type or GL account for the transaction.

6.	When you have finished entering information, click OK.