HO often needs to purchase services like customization of items, outsourcing required products, transportation, electricity etc. to run the whole business smoothly. So a purchase service order is required to buy those services as part of the Standard Operating Procedures (SOP). This article describes the process of manage of Purchase Service Order in Ginesys Web Application.
HO often needs to purchase services like customization of items, outsourcing required products, transportation, electricity etc. to run the whole business smoothly. So a purchase service order is required to buy those services as part of the Standard Operating Procedures (SOP). This article describes the process of manage of Purchase Service Order in Ginesys Web Application.
Add Purchase Service Order
Prerequisites
- The users' role must have access to the Add app operation in the Service order feature in Procurement - Operations - Service/Expenses through Roles in Ginesys Web - Admin - Security.
- Services master must be created.
- Vendor must be created.
Step-by-step guide
The process is divided in the following steps:
- Go to Ginesys Web > Procurement > Operations > Order > Service Order.
- Purchase Service Order module will open.
- All the previously created Service Orders (if any) will be listed here.
- Click on Add button.
- Purchase Service Order window will open.

- You will get a group of icons at the top right corner of the window.

- The icons name from left to right are - Expand All, Collapse All, Print Document Report, Attachments, Clear Form and Open Side Panel.
- Expand All: Clicking on this icon, all the sections (General, Service Details, User Defined Fields and Others) will be Expand if they are collapsed.
- Collapse All: Clicking on this icon, all the sections will be Closed if they are expanded.
- Print Document Report: Clicking on the Down Arrow beside this icon, you will get Print Preference option with already created Report File Templates. This option is used to print document reports.
- Attachments: You can Upload some required documents from this option like previous communication related to this particular service or a tender document or any other relevant document.
- Clear Form: Clicking on this icon, you can Clear all the data already entered.
- Open Side Panel: Clicking on this, you will get the details of the current Purchase Service Order as follows:
- Document Summary: In this section you will get the summary of Service Count, Ordered Quantity & Amount, Invoiced Quantity & Amount, Created & Modified by etc.
- Vendor Details: You will get the Selected Vendor Details like Address, Contact Details, Tax Region, GST Details etc.
- Vendor Statistic: This section describes the Ledger balance amount, Outstanding Amount, Last Order Date etc.
- You will get five sections - General, Service Details, User Defined Fields and Others.
- General:

- Owner Site (Mandatory Field): It will be populated automatically as per the connected site. You can change the site from the lookup window.
- Order No.: Order No. will be generated automatically at the time of saving purchase order.
- Vendor Name: Select the vendor name from the lookup window.
- Others details like Trade Group, Term, Currency, Exchange Rate, Vendor Ledger, TDS Applicable etc. will be populated as per selected Vendor.
- Date: System date will be populated automatically at the time of opening form. You can change the date manually as per your requirement.
- Service Details:

Select the Services from the drop down list.
- Ledger, Sub Ledger, TDS etc. will be populated.
- If you click on the
button left side of the populated Service, you will get a drop down list. - You will get Delete Record and Service Charge.
- Delete Record: You can delete the populated item from the list as per your requirement.
- Service Charge: The charges applied on the particular