Processing a Service Entry Sheet

Watch the following video to discover the second step in a simple procurement process for lean service: processing a service entry sheet.

Now that the printer has been repaired, the service must be recorded in the system. Unlike entering a goods receipt for purchase orders for materials, a service entry sheet must be created when entering the service. As with entering a goods receipt for a material, the reference to the purchase order must be made when creating a service entry sheet. 

Saving a service entry sheet has no effect in Financial Accounting. The relevant postings are only made in Financial Accounting once the service entry sheet has been approved. There are two ways to approve the sheet: 

• Automatic approval

• Manual release according to the dual control principle, depending on defined criteria

The following screenshot shows a service entry sheet before the automatic approval has been requested by the user.

In the case of automatic release, the approval status of the service entry sheet changes to Automatically Approved once the user has requested the approval. In addition, a goods receipt document is automatically posted and Financial Accounting updates are made.

The following demo shows you how to create a service entry sheet using the Manage Service Entry Sheets - Lean Services app.