Service confirmations
Service lines such as installation, commissioning or training are not issued from a warehouse; they are fulfilled by a service confirmation rather than a delivery. The confirmation records "this much has been completed" on the service line of the sales order and is the source of the invoice. No stock movement is posted. A third-party line shipped directly by the supplier is confirmed the same way, for the quantity the supplier has confirmed.
A confirmation originates from the sales order: there is no "Create" entry in the menu. The Hizmeti Tamamla (Complete Service) button on the details of an approved sales order opens the confirmation — for the steps, see Complete a service.
Screen/erp/sales/service-confirmationserp-sales-service-confirmations.view (görme) · .create (Hizmeti Tamamla, iptal)erp-invoicing-invoices.create (teyitten fatura taslağı)Confirmation list
- 1Confirmation number — opens the detail
- 2Source sales order
- 3Status filter — Posted / Cancelled
Columns: Teyit No (Confirmation No.), Tarih (Date), Sipariş (Sales Order), Müşteri (Customer), Satır (Lines; the number of lines in the confirmation), Durum (Status). The row's action menu contains Hizmet Teyidini Aç (Open Service Confirmation).
Filters: Ara (Search; confirmation no., sales order no. or customer), Durum (Status; Tümü — All · Kaydedildi — Posted · İptal — Cancelled), Tarih (başlangıç) (Date from) and Tarih (bitiş) (Date to).
Statuses
| Status | Meaning |
|---|---|
| Kaydedildi (Posted) | The confirmation has been recorded on the sales order; the line's Tamamlanan (Completed) quantity increased and Kalan (Remaining) decreased. |
| İptal (Cancelled) | The confirmation has been reversed; the quantity recorded on the sales order has been returned. |
A confirmation that has been invoiced shows Faturalandı (Invoiced) next to its status.
Confirmation details
- 1Status
- 2Create Invoice — outgoing invoice draft
- 3Cancel — only while not invoiced
- 4Confirmed quantity
The header shows Durum (Status), Tamamlanma (Completion; the completion date), Sipariş (Sales Order; a link to the sales order), Müşteri (Customer), Not (Note), Kaydeden (Posted By) and, if cancelled, İptal (Cancellation; reason and time). The Hizmet Satırları (Service Lines) table shows the sales order line, the service and the Tamamlanan (Completed) quantity.
| Button | When it appears | What it does |
|---|---|---|
| Fatura Oluştur (Create Invoice) | Status is Kaydedildi (Posted), not invoiced, erp-invoicing-invoices.create permission | Prompts for the Fatura tarihi (Invoice date); Taslak Oluştur (Create Draft) opens an outgoing draft invoice from the confirmed services at the sales order line price. Finalization and sending are done on the invoice. |
| İptal Et (Cancel) | Status is Kaydedildi (Posted), not invoiced, .create permission | Hizmet Teyidini İptal Et (Cancel Service Confirmation) dialog: Gerekçe (Reason) is required. The quantity recorded on the sales order is reversed and the sales order is reopened. |
Confirmations are also listed in the Hizmet Teyitleri (Service Confirmations) section of the sales order details; each row has İptal Et (Cancel).
An invoiced confirmation cannot be cancelled. Server message: "Faturalanmış hizmet teyidi iptal edilemez." (An invoiced service confirmation cannot be cancelled.)
Service line on the sales order details
On an approved sales order with a service line, the Sevk Edilen (Shipped) column of the line table is renamed Tamamlanan (Completed). If the sales order contains only service lines, Teslimat Oluştur (Create Delivery) is not shown and Hizmeti Tamamla (Complete Service) is the primary button; on a sales order that mixes stock and service lines, both are shown.