Confirm services received

About confirming services received

This is used to confirm a service has been carried out successfully.

Use this if you have chosen Confirm as Service/Free Text as the receipt method for your Service/Labour and Free Text lines on the Order Processing tab of the POP settings.

Service/Labour and Free Text lines with a confirmation type of Confirm with Goods Received must be confirmed using the Confirm Goods Received option.

You can record services as received against orders marked on hold. Such orders are displayed indicating their current status. However, you cannot record services as received for a supplier account that is on hold.

The received services are matched to the purchase order and the quantity received is recorded. To do this, the supplier is selected and the services that are on order for that supplier are displayed.

Note: To display the quantity expected from the supplier, select Display outstanding order quantities during goods received entry from the Document Numbering tab of the POP settings.

Recording services as received, results in:

A Goods Received Note (GRN The Goods Received Note (GRN) number is assigned to a record when goods or services are confirmed as received. It is also applied to a record when goods are returned to a supplier during the Confirmed Goods Returned activity.) number is assigned to all items that have been confirmed as received.
For each item recorded as received, the quantity on order from the supplier is reduced.
The order line is updated to indicate the item has been received.
Saved and a stored movement history, if your system is set to keep a movement history.

To confirm services received

Confirm services received can be carried out by several people at the same time provided they are not recording services received for the same supplier.

Open: Purchase Order Processing > Order Processing > Services/Free Text Received > Confirm Services/Text Items Received.

Select a supplier account from the list.
Enter the supplier's delivery Reference.
Accept or amend the displayed goods received Date.
Enter a Narrative (optional).
To search for an order in the list, select Find. Use View Order to display the purchase order details.
For each item to receive, you can receive all or part of the quantity.

The quantity received values are blank automatically.
- Enter the Qty Received value (a value greater than zero expressed in the buying unit for the item).
Note: If an item has not been authorised and you have not chosen to allow processing of unauthorised purchase orders on the Order Processing tab of the POP settings, the order line will be displayed but you will not be able to select it.
Select and confirm the quantity of any other items.
To record an invoice during the receipt of services, select the Record Invoice check box.
To add file attachments for a goods received note (GRN), select Attach Documents. You can add file attachments when you click Save to confirm receipt. See Scan and attach documents.

Note - information
This feature is only available from Sage 200 Professional Summer 2019 version onwards.
To confirm receipt, click Save.
- If you have chosen to Attach Documents, you can add file attachments on the Scan and attach documents screen that's displayed.