The Service Order Receipt screen allows you to receive and issue existing Service Orders for Work Orders (for services) and Indirect Accounts (for consumables).
NOTES:
To perform a receipt:
Enter the order number in the Order Number field or use the list of values to select one (you can double-click in the field or click the Find button). Note that the Location is read-only and will default to the location the user is logged into. The Vendor will display automatically based on the service order data. You must enter an Invoice Number.
The line items for the service order will display on the Services Detail i-frame below. Enter in the Receiving Cost and select the Resv Code (Work Order or Indirect Account. Enter the Resv Ref No. See notes above for specific conditions.
The Receive All button will be available if System Flag 5115 is set to Y. Check the Complete Y/N check box if you want to complete and close the service order upon saving.
The Commercial Request for Service Approval Amount field:
If the Commercial Request for Service Approval Amount is left blank: No restrictions will be needed to approve commercial requests for service.
If the Commercial Request for Service Approval Amount is entered as 0 (Zero): All commercial request for service will require an approval for this role.
If the Commercial Request for Service Approval Amount is entered as a dollar value: Any commercial requests for service total exceeding this value would require an approval.
Works in conjunction with the APPROVE SVC REQUEST and APP OWN SVC REQUEST privileges.
You must configure this on Role Maintenance.
2031 - Use Auto-generate P.O. number? (N - No, Y - Yes, R - Restricted) - If the flag is set to "Y" then M5 will always generate a NEW PO. If the flag is set to "N" then the user MUST provide a PO #. If the flag is set to "R" then M5 will use auto-generated PO on Part Purchase Order and Service Order frame, but prevent auto-generation of PO’s on work order main, commercial work order entry, part issue and work order express. Applies to service orders.
5115 - Use Receive All Functionality from Part Receive? (Y/N) - When set to "Y", a button labeled "Receive All" will display from the Parts Receive screen only from System PO's and Transfer Tickets. This button will auto populate all quantity received fields with the remaining quantity for each open line item. When set to "N" this functionality will be disabled. Applies to service orders.
5452 - Default Vendor on Service Requests - This value will be the default vendor for approved service requests. If a vendor is entered, ALL approved service requests will be assigned this number in the vendor column on the Commercial Request for Service Handling screen.
5453 - Auto Create PO and Receive Approved Service Requests? (Y/N) - If this flag is set to Y, the system will automatically create a service order and receipt with the vendor number entered as the default vendor for flag 5452 (above) upon approving the service request. The request will then be in READY status and able to be issued.
APP OWN SVC REQUEST - Allows the user to approve their own commercial requests for service.
APPROVE SERVICE REQUEST - Allows the user to approve commercial requests for service.
COMM REC IND ACCT - Allows user to receive commercial services to an indirect account.
COMM REC WORK ORDER - Allows user to receive commercial services to a work order.
Last Updated: 01/04/2019
NOTE: To view a list of System Flags and Role Privileges that may impact this screen, hover over the screen title in M5 to display the bubble help/tooltip. At the bottom of the bubble help/tool tip, there is a Settings hyperlink. Click that hyperlink to display the list of flags and privileges.
Additional training and technical documents on this subject may be available in the Resource Files area.