You can add one or more Detail Lines (at least one is required) to each service sheet line, to itemize or add specific information about the work that was delivered. Fill in the following fields:

• Description - Your customer may or may not require a description, however it is good practice to describe the work delivered with as much detail as possible. Maximum of 255 characters.
• Worker Assignment - If workers were assigned to the PO line, you can click in the field to see the list of workers, along with their assignment numbers. Select a worker (or "no worker specified"). You can select one worker per service sheet line. If no workers were associated with the PO line, "no workers available" is displayed.
• Rate - If rates were assigned to an Amount or Resource (Amount) PO line, you can select the field to see the list of rates, and select a rate. Contract rates and ad-hoc rates are listed, alphabetically. You can also select the magnifying glass icon to see a table listing all available rates with more details. You can enter search terms on the table, or use filtering, to narrow the list. Rates in currencies other than the currency specified in the PO can be selected, and will be converted into the PO currency. Click Choose next to the rate you want. You can select Manually specify a price to enter pricing outside of pre-defined rates. If no rates were assigned to the PO, no rates available is displayed.
• Price - Auto-filled based on the contracted or ad hoc rate. If you select Manually specify a price, you can enter the price. Your customer may have set up service sheets so the Price field on the first detail line prefills the price from the first order line, or the Quantity field prefills with the quantity remaining from the first order line, so you don't have to manually figure out what is remaining on the order. If rates are associated with the order, the rate defaults to Manually specify, otherwise the field remains blank. You can edit prefilled prices or quantities.
• Quantity - If you selected a rate whose line type is Quantity, you can enter a quantity here. The quantity defaults to 1. Your customer may have set up service sheets so the first detail line on a quantity-based line prefills with the remaining quantity from the corresponding order line. It displays a 0 if the quantity is 0 or a negative number. You can edit prefilled quantities.
• UOM - If you selected contracted rate you select, the unit of measure (UOM) may be auto-filled.
• Amount - The price multiplied by the quantity.
• Dates / Weeks - (for Resource-based order lines) Enter the number of hours worked for each day between the start and end dates of the order line. You can enter one week at a time. To go forward or back one week, use the arrows in the top-right part of the table. You can only select workers whose start dates are within the week you are viewing. You can enter time only for days on or before the order line's Due Date.
• Hour - (for Resource-based order lines) The total number of hours for the week is automatically calculated based on the hours you entered for each day. The total amount of the order line displays under the hours, based on the total hours for each line multiplied by the rate.

Click Add Detail Line to provide more details. You can remove an existing Detail Line by clicking the trash icon next to the total line amount and select Confirm. You can also select Duplicate to create a new Detail Line with all of the same information.

At the bottom of the service sheet you can add comments for your customer, and attach files or URLs, to provide additional context.

When you are finished working on the service sheet, you can click one of the following options:

• Submit - Sends the service sheet for customer approval.
  • If approved, a receipt and an inventory transaction are created in Coupa for the values of each PO line, and you receive a notification.
  • If rejected, you receive a notification and can resubmit the service sheet.
• Save - If you're not ready to submit, you can save your changes as a draft and come back to it later.
• Delete - Deletes the current draft (available only for service sheets in Draft status).
• Cancel - Exits the service sheet without saving your work.