Receiving services that require inspection

Some services require inspection before they can be entered into inventory. Upon receipt, these materials are stored in a holding location until an inspection is performed and the inspection status is changed.

Before you begin

To create receipts, the status of the purchase order must be either In Progress (INPRG) or Approved (APPR).

Procedure

  1. From the List tab of the Receiving application, select the purchase order for which you want to receive services.
  2. From the Service Receipts tab, click Select Ordered Services.
  3. In the Select Ordered Services window, select the check box for each service that you want to receive. To select all the services on the purchase order, select the check box in the table header.
  4. Click OK.
    The services you selected are shown in the Service Receipts table window. If the service requires inspection, its status is WINSP (Waiting for Inspection).
  5. Optional: Change the information, such as the quantity, in the Service Receipts table window.
  6. Click Save Receipt.
  7. Optional: If you want to reject services, type a number in the Quantity Rejected field, and provide a reason code in the Reject Code field.
  8. Change the inspection status of the service. The status of the service is now Complete (COMP). A return transaction is created for any services that you rejected.
  9. Click Save Receipt.