Procurement of Services and Consumables

Keep this: job aid

Services and consumables card

• Lean service item = PO item with product type group service; created in Manage Purchase Orders.
• Service product (material type SERV) or free text with material group and account assignment.
• Planned item: quantity and price. Limit item: overall limit (ceiling) and expected value (estimate).
• Entry sheet: Manage Service Entry Sheets - Lean Services; one PO per entry sheet.
• Saving posts nothing; approval posts the receipt: expense debit, GR/IR credit.
• Approvers act in My Inbox; workflow set in Manage Workflows for Service Entry Sheets - Lean Services.
• Classic: item category D, service specs, ML81N, acceptance; do not mix with lean.
• Consumables: K cost center, F order, P WBS, A asset; valuated receipt posts cost at GR.
• Evidence: approval history and cost center line items, not stock reports.
• Test limits, thresholds, rejection, revocation, self-approval and month-end timing.