Hi, and welcome to this instructional video.
In this video I’m going to show you how
to convert an expense purchase order to a
SRV.
Navigate to Creditors then to Expenses Incurred.
Start by calling up the appropriate purchase
order.
Enter (or select) the appropriate purchase
order in the Order Number text box.
You can use the search function here by right-clicking
in the text box or pressing F2 on your keyboard
after you have clicked the text box.
Now you can enter the SRV details.
Enter the SRV date in the Date text box.
Select the appropriate period from the Period
dropdown list.
Select the appropriate option from the Creditor
Transaction Option group.
Select the appropriate option from the Transaction
Reference group.
Enter the supplier invoice number in the SUPPL
INV column, if you so wish.
Enter the project number in the PROJECT NO
column, if you so wish.
Lastly, enter the department code in the DEPT
column, if you so wish.
Once you’re happy you can save the SRV by
clicking the Accept button. Print it by specifying
the Print Options and clicking the OK button,
or click the Cancel button to close the window.
And that’s how you convert a purchase order
to a SRV.
Thank you for watching and happy accounting.
