SC342 Umoja Service Receipt Process ILT PPT v13 RFP

SC342 Umoja Service Receipt
Process
Umoja Service Receipt Process Version 13

Last Modified:
Copyright 23-August-13
United Nations 1
Agenda
Course Introduction
Module 1: Service Receipt Process Overview
Module 2: Review Purchase Order
Module 3: Create Service Entry Sheet
Module 4: Approve Service Entry Sheet
Module 5: Reverse/Delete Service Entry Sheet
Module 6: Reporting
Course Summary
Course Assessment
Course Survey
Copyright United Nations 2

Course Overview
The purpose of the Umoja Service Receipt Process course is to explain how to create,
approve, reverse and delete Service Entry Sheets in Umoja.
Prerequisite Review
You should have completed the following prerequisite courses:
Umoja Overview
Umoja Master Data & Coding Block Overview
Umoja ECC Navigation
* Other prerequisites depend on your role, for example, Umoja Requisitioning.
Course Duration: 2 hours

Course Objectives
After completing this course, you will be able to:
List the key roles and responsibilities involved in the Service Receipt process
Explain the steps involved in the Service Receipt process
Create a Service Entry Sheet (SES)
Recognize the additional data to be entered in order to create an SES against a
Legacy PO
Create a new SES from an existing SES for reoccurring service receipts
Approve an SES
Reverse an SES
Delete an SES

Agenda
Course Introduction
Module 6: Reporting
Course Summary
Course Assessment
Course Survey

Module 1 Objectives
After completing this module, you will be able to:
Explain the Service Receipt process
List the important points to remember while creating and assigning an SES

Key Terminology
Key Term Description
A buyer-generated document that authorizes a purchase
Purchase Order (PO) transaction. Any service line items on a PO will require a service
entry sheet to confirm receipt and enable invoice matching.
Similar to a Goods Receipt in purpose, a system document
Service Entry Sheet
generated to acknowledge receipt/delivery of services (also
(SES)
known as a material document in Umoja) .
A system document generated for receipt of listed items (goods or
services) in Umoja. The Goods Receipt and a Service Receipt
Material Document processes both generate and post a Material Document which is
used as a reference by many upstream and downstream activities
in Umoja (e.g. invoice processing).
An asset that is not physical in nature; for example, patents,
Intangible Asset
trademarks and software.

Key Terminology
A vendor-generated document that indicates the products,
Invoice
quantities and agreed prices for products delivered by the vendor.
A three-character field in the Umoja ECC system used to describe
the type of material movement that needs to be performed. It is
Movement Type
used for all types of goods movement in Umoja, such as receipts
and reversals.

Roles & Responsibilities
The following Umoja Enterprise roles are involved in the Service Receipt process:
Creates purchase requisitions (shopping carts) for

goods or services, as needed
Requisitioner Acts as the Service Receiver, responsible for creating an
SES to confirm delivery of services that have been
contracted by UN
Reviews and approves or rejects supply chain

documents, such as shopping carts (purchase
Approver requisitions), or solicitation documents, POs and
contracts
Accepts/approves an SES created by the Requisitioner

Service Receipt Process
Description
In Umoja, an Service Entry Sheet (SES) is used to confirm delivery of services that have
been contracted (i.e. a PO line item for services). It also captures other data,
information or attachments related to the service delivery within the system document,
for example: time sheets, flight completion reports, fuel delivery slips, etc.
Process
When services are received, the user creates an SES in order to confirm delivery of the
services. This process records the rendering of the services in Umoja. An approved SES
must be entered into Umoja before the invoice can be processed and the UN can pay
for the contracted services.
SESs are similar in nature to Goods Receipt documents used

for receipt of materials or goods.
In UN, all intangible goods (e.g. software) are contracted and

delivered as a service, and are therefore received using an SES.

Service Receipt Process & Goods Receipt Process Comparison
The graphic below compares the Service Receipt process with the Goods Receipt process.
Note the similar function of the SES and the Goods Receipt documents.
Purchasing Process for Services Purchasing Process for Goods
Shopping Cart Shopping Cart
Purchase Order Purchase Order
Delivery of Service Delivery of Goods
Create SES
Visible in Goods Receipt
Accept SES PO history
Invoice Invoice
Payment Payment
Note: For service contracts requisitioned and arranged by HQ, but received in the mission,
the mission staff may be responsible for the Service Receipt/SES. Specific guidance/policy
on this will be issued for each business area in this regard.

Tips for Working with Service Entry Sheets
Some important points to remember while creating and assigning an SES are :
Create a SES as soon as the service task is complete/received. Do not wait for the
vendor invoice to arrive as it may only be submitted much later, after the service
has been performed
Assign the SES creation (or at least the approval) to someone who is familiar and
involved with the service performed. Do not assign the SES creation or approval to
someone who is not knowledgeable about the service delivery
Any freight services, such as those contracted to deliver

goods from Systems or Local contracts (i.e. the freight line on
the shopping cart), will be received by the goods
requisitioning office, using an SES, created and approved
against either the freight service line on the goods PO or the
dedicated freight service PO
Lease In transactions in Real Estate also require an SES

transaction for receipt of those services

Learning Checkpoint 1
A(n) _________ is used to confirm delivery of services that have been contracted and
must be entered and approved in Umoja prior to an invoice being processed.
Fill in the blank with the correct option.
A. Goods Receipt document

B. Material document
C. Invoice
D. Service Entry Sheet (SES)

A(n) _________ is used to confirm delivery of services that have been contracted and
must be entered and approved in Umoja prior to an invoice being processed.
A. Goods Receipt document

B. Material document
C. Invoice
D. Service Entry Sheet (SES)
Option D is the correct answer. An SES is used to

confirm delivery of services that have been
contracted ,and must be entered and approved in
Umoja prior to an invoice being processed.

An SES serves a similar function to a Goods Receipt that is used in the purchasing
process for goods?
Select the correct option.
A. True
B. False

An SES serves a similar function to a Goods Receipt that is used in the purchasing
process for goods?
A. True
B. False
Option A is the correct answer. An SES is similar in

function to a Goods Receipt documents used for
receipt of materials or goods.

Module 1 Summary
The key points covered in this module are listed below:
An SES is used to confirm delivery of services and record data related to a service
that was ordered using a PO
The Service Receipt process records the rendering of the services in Umoja
An approved SES must be entered into Umoja before the invoice can be processed
and the UN can pay for the contracted services

Agenda
Course Introduction
Module 6: Reporting
Course Summary
Course Assessment
Course Survey

Module 2 Objectives
Review a PO in Umoja ECC

Review Purchase Order
Because the SES is created against the PO for the service, the SES creator in the
requisitioning office may wish to review the PO prior to confirming delivery. A PO
review is conducted in order to become familiar with the details of the services that
were specified and contracted in the PO.
It is therefore important to know how to review a PO to ensure that the PO matches the
services received, and so you can link the SES with the PO.
The PO contains information such as:

Vendor
Delivery date
Line item details including quantity & price
In the following scenario, it is the end of the month and the mission needs to
pay the monthly Security Guard Service invoice from our annual guard services
contract. In this example, these services have been contracted at a fixed price
of $10,000 per month, for 12 months.

The steps to review a PO in Umoja ECC are:
1 Type ME23N in the Command field. The screen displays the last PO that was being
processed
2 Click the Other PO icon (left of the Print Preview icon) to open a new PO
3 Enter the PO number
4 Click the Other Document button
Note: For additional details regarding the requisitioning of

service items, refer to the Umoja Requisitioning course.

The PO screen displays. In the following slides, we will look at the different sections of the PO in
detail.

The PO screen contains the following fields:
1 Identifying Information for the PO such as PO number, vendor and document date
2 PO Header with several tabs of header level information
2
1

3 Item Overview: Note that for Service POs, the Item Overview displays a summary (e.g.
quantity and price) of the all of the services provided under each line item
4 Line Item Detail: Review the details of the line items to be received. Confirm the nature of
services, delivery date, quantity, supplier notes, and other information (refer to the Services
tab for the specific service details of each line item)

In the Line Item Detail section, click the Purchase Order History tab to view the history of service
receipts posted against the PO. Note that, the Purchase Order History tab is not visible if there has
not been any previous service receipt action against the PO (i.e. there is no history for the PO).
For each previous service receipt (i.e. an approved SES), an entry in the Purchase Order History tab
will be displayed. It will show the SES number, corresponding material document number (created
by the system after an SES is approved), posting date, quantity and value of the of the receipt
transaction.
The user can click any of the underlined fields to display the referenced document, such as SES
(#1000000202) or the material document (#5000000557).
Note: Movement Types (MvT) for Service POs indicate the type of receipt that was
posted. When an SES is approved, the service is automatically assigned a 101
movement type, which indicates that it has been successfully received and accepted.
Alternatively, if an SES was reversed a 102 movement type is displayed.
Simulation Activities
Throughout this training, users will have the opportunity to
conduct activities in the form of simulations. Simulations
are interactive recordings of the Umoja system used to
help facilitate a hands-on learning experience. The
simulation links are provided on the corresponding activity
slides.
Users can access simulations in three different modes:

Show me: Users view a video of an entire transaction
being conducted
Lets do it together: Users will be prompted to input
data at key points during the transaction
(recommended)
Try it: Users can complete an entire transaction on
their own, with no additional instructions provided

Activity 1
Click the link below to view a simulation of the Review
Purchase Order transaction.
Transaction Name: Review Purchase Order
Transaction Code: ME23N
Link to the uPerform simulation:

http://unsapuperform.umoja.un.org/gm/folder-
1.11.4522?mode=EU

A user can view all previous service receipt actions performed against a PO by
navigating to the ________ tab in the Line Item Detail section of the PO.
A. Material Data
B. Invoice
C. Purchase Order History
D. Texts

A user can view all previous service receipt actions performed against a PO by
navigating to the ________ tab in the Line Item Detail section of the PO.
A. Material Data
B. Invoice
C. Purchase Order History
D. Texts
Option C is the correct answer. All service receipt

actions performed against a PO are listed on the
Purchase Order History in the Line Item Detail
Section of the PO.

Module 2 Summary
An SES is created against the service PO, therefore the SES creator in the
requisitioning office may wish to review the PO prior to confirming delivery
It is important to know how to review a PO to ensure that the PO matches the
services received and so you can link the SES with the PO
The PO contains information such as vendor, delivery date, line item details and
price
When an SES is approved, the service is automatically assigned a movement type
which indicates the type of receipt that was posted. A 101 movement type
indicates that the SES has been successfully received and accepted. Alternatively,
if an SES was reversed, a 102 movement type is displayed

Agenda
Course Introduction
Module 6: Reporting
Course Summary
Course Assessment
Course Survey

Module 3 Objectives
Identify the steps to create an SES
Recognize the additional data to be entered to create an SES against a Legacy PO
Create a new SES from an existing SES for reoccurring service receipts

Key Terminology
International Public A set of accounting standards issued by the IPSAS Board for
Sector Accounting use by public sector entities around the world in the
Standards (IPSAS) preparation of financial statements
Refers to invoices or other financial/procurement documents
Workflow being automatically routed to the appropriate approvers based
on Delegation of Authority

Create Service Entry Sheet
The steps to creates an SES by the
Requisitioner are as follows:
1
1 Enter ML81N in the
Command field. The screen 2
displays the last PO that was
being processed by the user
2 Click the Other Purchase
Order button to enter the 3
PO that you will be receiving
against. The Select Purchase
Order/Entry Sheet pop-up 4
window is displayed
3 Enter the PO number in the
Purchase Order field or
search using the matchcode
function
4 Click the Continue icon

5 Click the Create Entry Sheet
icon
This creates a blank SES in the 5

system, and links it to the PO
that was entered in the
previous step. This also
adopts or copies the basic
information of the PO to the
SES (e.g. vendor information).

To populate the SES with the details
6
of the service(s) that is to be received:
6 Click the Basic Data tab
7 Click the Service Sel. button. This
will display the services that are
listed on the PO and allow the
user to select which services are
to be received with this SES
transaction

8 In the Service Selection pop-up window, confirm the corresponding PO number is listed in
the From Purchase Order field


10 Click the grey box on the left of each corresponding line item to select the specific services
from the PO that are to be received with this SES. More than one line can be selected and
the quantities received will be updated in subsequent steps

11 Click the Services button to adopt or copy the service details from the PO to the SES, and
to continue with the completion of the SES
11
10


12 Confirm the quantity of services to be received for each line item in the Quantity column, and
adjust as required

13 Enter a description of this transaction/service receipt in the Short Text field as a reference (40
character limit). For example: HQ Guard Services for July 2013
13
12


13 Click the Accept. Data tab

14 Populate the following fields:
Doc.: Ensure that the date is todays date (date that the SES is created)
Posting: In accordance with IPSAS requirements, the Posting date must be updated to
reflect the date when the services were actually received, or the last day they were
received in case of service delivery which takes place over a period of time
13
14


15 Select Records Management Logistics from the Services for Object drop-down list, to add
an attachment
Attach any relevant supporting reference documents, for example time sheets for
consultant services, flight completion report, freight delivery note, fuel delivery note,
etc.
For more information on how to add attachments, please refer to the ECC Navigation
course
15


16 Click the Save icon to finalize the 16
SES for acceptance/approval
The SES now needs to be accepted

or approved before the invoice can
be processed
There is currently no workflow

associated with SES approvals in
Umoja and the approver must be
notified offline
17 Take note of the SES document 17

number and communicate this
number, and the requirement to
have the SES approved, to the
applicable cost centre Approver

Service Entry Sheets for Legacy POs
Within Umoja, there exists a group of POs that were converted from legacy systems
(e.g. from Mercury) during the missions cutover period during Umoja implementation.
These POs have the document type ZMIG and the PO number follows the format
24xxxxxxxx.
When creating an SES against a PO that has been converted from a legacy system (a
legacy PO), the user needs to manually enter the service line item details in the
following fields as this information will not be adopted from the legacy PO:
Quantity: This represents the quantity of the service received
Un: This represents the unit of measurement used when quantifying the service
Gross Price Fields: This represents the value of the service received, prior to
deductions
Short Text (of the Line Item): This provides the description of the service on the PO

Service Entry Sheets for Legacy POs
Legacy PO numbers are also being maintained in Umoja ECC. The Legacy PO number will
be stored in the ECC PO header, under the Additional Data tab, in the Collective No.
field.
In cases when the Legacy PO number is greater than ten characters, the Collective No.
field will be populated by a * + the last 9 characters of the PO. The full legacy PO
number will be stored in a header text field, under the Texts tab of the PO header.

Create Service Entry Sheet Tip for a Reoccurring SES
If you have an identical, reoccurring service receipt requirement (against the same service PO) for
example a monthly service bill on an annual contract - it is possible to create new SES based on the
details of a previously created SES. This reduces the time required to complete the transaction each
time and data re-entry.
The steps to create a duplicate copy of a previous SES are as follows:
1 Open a previous SES
2 With the previous SES open on the screen, click the Copy Entry Sheet icon
3 Before saving the new SES, ensure that all relevant information (i.e. posting dates, description,
quantities, attachments etc) is updated to reflect the new service receipt transaction

Activity 2
Click the link below to view a simulation of the Create
Service Entry Sheet transaction.
Transaction Name: Create Service Entry Sheet
Transaction Code: ML81N

1.11.4530?mode=EU
For the purposes of demonstration, this
simulation will use a different type of service PO
formulation. By flipping the quantity and
price this formulation enables partial payments
and service delivery each period against the PO
(e.g. each month). For additional details regarding
the requisitioning of service items, refer to the
Umoja Requisitioning course.

To comply with IPSAS guidelines, what date must be entered in the Posting date field of
the Accept Data tab?
A. The date the SES is created

B. The date the services were actually received
C. The date the PO was created
D. The date the services are billed

To comply with IPSAS guidelines, what date must be entered in the Posting date field of
the Accept Data tab?
A. The date the SES is created

B. The date the services were actually received
C. The date the PO was created
D. The date the services are billed
Option B is the correct answer. To comply with

IPSAS guidelines, the Posting date must be
updated to the date when the services were
actually received.

Umoja currently has workflow associated for SES approvals to ensure that the applicable
cost center Approver is automatically advised of an approval task.
A. True
B. False

Umoja currently has workflow associated for SES approvals to ensure that the applicable
cost center Approver is automatically advised of an approval task.
A. True
B. False
Option B is the correct answer. There is currently

no workflow associated with SES approvals in
Umoja. The Approver must be advised by the SES
creator (offline) of the SES number and
requirement to approve a saved SES

Module 3 Summary
An SES is created against the service PO, which allows data to be transferred
directly from the PO into the new SES
Details of the service(s) that is to be received can be copied from the linked PO or
entered manually
When creating an SES for a PO that has been converted from a legacy system, the
user needs to manually enter the details of the PO
A new SES form can be created from an existing SES, for reoccurring service
receipts
There is currently no workflow associated with SES approvals in Umoja. The
Approver must be advised by the SES creator (offline) of the SES number and
requirement to approve a saved SES

Agenda
Course Introduction
Module 6: Reporting
Course Summary
Course Assessment
Course Survey

Module 4 Objectives
Identify the steps to approve the SES

Approve Service Entry Sheet
When advised by the Requisitioner (offline), the Approver enters into Umoja and approves the SES.
The steps to approve an SES are as follows:
1 Type ML81N in the Command field. The screen displays the last PO that was being
processed

2 Click the Other Purchase Order button to retrieve a saved SES for approval
3 In the pop-up window, type the Entry Sheet (SES) number that needs approval

To approve the SES, it must be in the Edit mode.
5 Click the Entry Sheet menu
6 Select the Display Change menu item.
Alternatively, simply click the Display Change icon on the SES to change to Edit mode
Review all of the information in the entry sheet for accuracy (including any attachments using
the Services for Object icon) .
5 4
6

7 After verifying that all the information on the SES is accurate, click the Accept/Flag icon to
accept/approve the SES
The SES status will then change to Will be Accepted status.

8 Click the Save icon to save and post the accepted SES. A Material Document (a system term
for a Goods/Services Receipt) is created and the SES is also assigned a Material Document
number.
The status of the SES is now Accepted (i.e. Approved).

Confirm Posting of Service Entry Sheet
To confirm posting of the SES, the user can return to the PO display screen and view the history of
service receipt actions performed against the PO. The steps to confirm posting of an SES are as
follows:
1 Type ME23N (or /nME23N from inside another transaction) in the Command field
2 Click the Purchase Order History tab to review the service receipt actions taken
3 Confirm a 101 movement type is displayed next to the Material Document number
created by the system, in reference to the SES. This indicates the SES successfully posted

View Service Entry Sheets for Approval
The Approver can also view a list of SESs that require approval by use the T-code ML84 in the
Command field. This T-code will produce a report with all SESs that have not been accepted
(approved) indicated by a red traffic light icon. The steps to view service entry sheets for approval
are as follows:
1 This report can be generated using criteria to filter results. After entering PO or Entry Sheet
criteria (e.g. document date, plant, etc) click the Execute icon to run the report
2 The Approver can double click on the SES number (Entry Sh.) in the report to view the SES in
display mode (only). The Approver must still initiate the SES approval using the T-code ML81N

Activity 3
Click the link below to view a simulation of the Approve
Service Entry Sheet transaction.
Transaction Name: Approve Service Entry Sheet

1.11.4526?mode=EU

What T-code is used to view a list of SESs requiring approval ?
A. ML84
B. ME2N
C. ME23N
D. ML81N

What T-code is used to view a list of SESs requiring approval ?
A. ML84
B. ME2N
C. ME23N
D. ML81N
Option A is the correct answer. ML84 is used to

view a list of SESs requiring approval.

Module 4 Summary
The Approver reviews the accuracy of the information in the entry sheet and then
accepts it, thereby approving the SES
When the SES is accepted, a Material Document is created
A user can display a list of SESs requiring approval using T-code ML84

Agenda
Course Introduction
Module 6: Reporting
Course Summary
Course Assessment
Course Survey

Module 5 Objectives
Identify the steps to reverse an SES

Reverse Service Entry Sheet
A user can reverse an SES entry (e.g. received quantity on the SES incorrect, posting date incorrect,
other error that requires the SES to be reversed, edited and re-approved). The steps to reverse SES
are as follows:
1 Type ME23N (or /nME23N from inside another transaction) in the Command field
2 Click the Purchase Order History tab to review the data and confirm that a Service Receipt
needs to be reversed (note the SES number)

3 Type ML81N (or /nML81N from inside another transaction) in the Command field
4 Click the Other Purchase Order button to retrieve the SES to reverse
5 In the pop-up window, type the Entry Sheet (SES) number that needs to be reversed

7 Click the Entry Sheet menu to edit the data in the SES
8 Select the Display Change menu item
Alternatively, simply click the Display Change icon on the SES to change to Edit mode
9 Click the Revoke Acceptance icon to reverse this SES. After clicking the icon, the
Approve button appears again and the status of the SES is changed from Accepted to
Acceptance Revoked
8 9


10 Click the Save icon. A pop-up
window appears for the user to 10
add reference information (note
the reason of the reversal)
When the transaction has been saved,

the SES is saved with a No acceptance
status.
The POs history would now display a

102 movement type against a new
Material Document number to show
that the SES has been reversed in a
separate transaction.
The SES can also now be

edited/corrected, saved, and re-
Note: If an invoice has already been posted for the
approved, and will retain the same SES
approved SES, the SES cannot be reversed, acceptance
document number.
cannot be revoked and an error will be generated.

Delete Service Entry Sheet
The steps to delete SES (inadvertently received services) are as follows:
1 Type ML81N (or /nML81N from inside another transaction) in the Command field to open
the SES
2 Click the Entry Sheet menu and select the Display Change menu item/icon
3 Click the Delete icon to delete the SES
2
1

Delete Service Entry Sheet
The status is now Deleted. The SES still appears on the POs Purchase Order History screen.
However, the amount now shows $0.
While the SES has been deleted, the original SES document and number will remain in the
Purchase Order History, along with the posting date for historical reference/auditing.
An associated Material Document is also generated by the system with a Movement Type 102 to
show the deletion/reversal of receipt and is also now displayed in the PO history.

Activity 4
Transaction Name: Reverse Service Entry Sheet

1.11.4534?mode=EU

When an SES is reversed, what movement type is displayed in the Purchase Order
History tab?
A. 101
B. 102
C. 103
D. 104

When an SES is reversed, what movement type is displayed in the Purchase Order
History tab?
A. 101
B. 102
C. 103
D. 104
Option B is the correct answer. When an SES is

reversed, 102 movement type is displayed in the
Purchase Order History tab.

Module 5 Summary
In the event of an incorrect entry or other such circumstances, an SES Entry can be
reversed using the T-code ML81N
An SES can also be deleted completely if services were inadvertently received.
Though an SES can be deleted, the SES document and number always remains in
the Purchase Order History of the PO

Agenda
Course Introduction
Module 6: Reporting
Course Summary
Course Assessment
Course Survey

Module 6 Objectives
List the types of reports available for the Service Receipt process and their T-Codes

Reporting
The following reports are available for SES Reporting:
List of Service Entry Sheets
Purchase Order Report
Purchasing Documents Report
T-Codes: Reports
List of Service Entry Purchasing Documents

Sheets Report
ML84 ME2K ME80FN

List of Service Entry Sheets Report
As previously mentioned, the List of Service Entry Sheets report is a useful report for
monitoring SESs and their approval status. There is a radio button at the bottom of the
report which allows you to report on all SESs which have not been accepted (default
setting).
Other useful parameters can also be

maintained, for example, plant and
purchasing groups.
T-Code: ML84

The user can generate a list of POs by PO number for a mission/location. This allows the
user to find the status/details of a particular PO. Other variations of this report allow
views by vendor, material and others.
In the report below, you can populate

any of the search fields to customize
the report. The report allows the user
to search for all documents matching
each criteria, or the user can choose a
range for example, delivery date, to
search by. The fields in the red boxes
are the most commonly filtered fields.
T-Code: ME2K
Tip: Insert a D in the Item

Category filter field to ensure
that you only see POs that
contain service line items.

Purchasing Documents Report
The user can generate an overall purchasing report to view details of documents related
to supply chain transaction, such as, Purchase Orders, Material Documents and others.
Report is very customizable to include fields that a user may need and assists with
further analysis.
In the report below, populate any of the search fields to customize the report. The
report allows the user to search for all documents matching each criteria, or the user
can choose a range, for example, delivery date to search by. The fields in the red boxes
are the most commonly filtered fields.
T-Code: ME80FN

Which of the following report is useful for monitoring SESs in Umoja?
A. List of Service Entry Sheets

B. Purchase Order
C. Material Document
D. Purchasing Documents

Which of the following report is useful for monitoring SESs in Umoja?
A. List of Service Entry Sheets

B. Purchase Order
C. Material Document
D. Purchasing Documents
Option A is the correct answer. The List of Service

Entry Sheets report is useful for monitoring SESs in
Umoja.

Module 6 Summary
There are three types of reports used for SES reporting: List of Service Entry
Sheets, Purchase Order Report, and Purchasing Documents Report
All of these reports are customizable

Agenda
Course Introduction
Module 6: Reporting
Course Summary
Course Assessment
Course Survey

Course Summary
The key points covered in this course are listed below:
An SES is used to confirm delivery of services and record data related to a service
that was ordered using a PO line item for services
The Service Receipt process records the rendering of the services in Umoja
An approved SES must be entered into Umoja before the invoice can be processed
and the UN can pay for the contracted services
Before creating an SES to receive services, the Requisitioner reviews the PO to
confirm the services and quantity to be received
The SES creator used the T-code ML81N to create an SES against a PO line item for
services

Course Summary
The key points covered in this course are listed below:
An Approver reviews the accuracy of the information in the entry sheet and then
approves it using the T-code ML81N
There is currently no workflow associated with SES approvals in Umoja.
In the event of an entry error an SES Entry can be reversed using the T-code ML81N
The T-code ML81N is also used for delete an SES, however, the related SES system
document will remain associated with the PO
There are three types of reports used for SES reporting: List of Service Entry Sheets,
Purchase Order Report, and Purchasing Documents Report

Agenda
Course Introduction
Module 5: Reverse Service Entry Sheet
Module 6: Reporting
Course Summary
Course Assessment
Course Survey

Course Assessment
Now that you have completed all the modules in this course, you can test your
knowledge by completing the Course Assessment.
To receive credit for completing this course, you must pass this assessment with a
minimum score of 90%.
To complete the assessment you must return to the Learning Management System:
1. Log into Inspira
2. Navigate to Main Menu -> Self-Service -> Learning -> My Learning
3. Search for the name of the course under the My Learning Activities section
4. Click the Start link of the course assessment
5. Click the Submit button once you have completed the assessment

Agenda
Course Introduction
Module 6: Reporting
Course Summary
Course Assessment
Course Survey

Course Survey
Your feedback is important to the continuous improvement of our training program.
Please complete the evaluation for this course using the following steps:
1. Log into Inspira
2. Navigate to Main Menu -> Self-Service -> Learning -> My Learning
3. Search for the name of the course under the My Learning Activities section
4. Click the Start link of the course survey
5. Click the Submit button once you have completed the course survey

Congratulations! You have successfully completed the
Umoja Service Receipt Process course.

SC342 Umoja Service Receipt Process ILT PPT v13 RFP

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SC342 Umoja Service Receipt Process ILT PPT v13 RFP

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SC342 Umoja Service Receipt

Umoja Service Receipt Process Version 13

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Course Duration: 2 hours

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Creates purchase requisitions (shopping carts) for

Reviews and approves or rejects supply chain

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SESs are similar in nature to Goods Receipt documents used

In UN, all intangible goods (e.g. software) are contracted and

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Shopping Cart Shopping Cart

Purchase Order Purchase Order

Delivery of Service Delivery of Goods

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Any freight services, such as those contracted to deliver

Lease In transactions in Real Estate also require an SES

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Fill in the blank with the correct option.

A. Goods Receipt document

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Fill in the blank with the correct option.

A. Goods Receipt document

Option D is the correct answer. An SES is used to

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Select the correct option.

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Select the correct option.

Option A is the correct answer. An SES is similar in

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The PO contains information such as:

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Note: For additional details regarding the requisitioning of

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Users can access simulations in three different modes:

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Transaction Name: Review Purchase Order

Transaction Code: ME23N

Link to the uPerform simulation:

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Fill in the blank with the correct option.

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Fill in the blank with the correct option.

Option C is the correct answer. All service receipt

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This creates a blank SES in the 5

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