Create or Edit a Service Sheet

Fill out service sheets to show the customer progress on the work they requested

Note:

You can create one or more Service Sheets against a Purchase Order to track the progress of your work on that order. To create a new Service Sheet, follow these steps:

  1. Navigate to Orders in the CSP.
  2. To create a service sheet against the full purchase order, click the icon in the Actions column of the Purchase Orders table. Or click a PO Number to open the individual purchase order, and click Create Service Sheets (without selecting any individual lines). For more information, see View and Manage POs.
  3. To create a service sheet only against one or more individual order lines, click the PO Number, select the checkbox on each line you want, and click Create Service Sheets.

To edit an existing service sheet, follow these steps:

  1. Navigate to Service Sheets in the CSP
  2. Click the Edit () icon in the Actions column for the service sheet you want to edit, or click the number in the Service Sheets column and then click Edit.
Tip:

You can also edit a service sheet by clicking on its number on the Service Sheet Lines page.