Introduction/Purpose:

In a procurement system, the Service Master Entry is a critical component that facilitates the management and tracking of services procured by an organization. It is a centralized repository that contains detailed information about the services offered by different suppliers or vendors. Each service listed in the Service Master Entry typically includes essential details such as service description, specifications, pricing, terms and conditions, delivery timelines, and any other relevant information.

How To Navigate:

The navigation to record a Service Master  in a procurement system typically involves the following steps:

• Click on the main navigation icon: The main navigation icon may be located in the top right corner of the screen. Clicking on this icon will open the navigation menu, which typically includes links to various sections of the procurement system.

• Click on the Master section: The Master section is located under the left section of the screen clicking on this section will display a list of Master related to procuring.

• Find the Materials Management section: The Materials Management section is located in the list of Masters under the Master section. Clicking on this section will display a list of Master related to Materials Management.

• Click on the Material Master link: The Service Master link is located under the Materials Management section, after clicking on this link you can navigate to Service Master in the listing, and from that, you can easily upload new transactions into the system.

Listing:

Service Master is a critical aspect of procurement, and segregating Material master listings based on their status can help manage the Services efficiently. Here is how Service master listings can be segregated into different categories:

• Record Filter: The Service Master listing may include a filter option that allows users to filter the list of Service Master based on specific criteria, such as Service Name, Service Code, Ref Code, Material Type, Approval Status, SKU Code, and Category.

• Transaction Search: The Service Master listing may include a search function that allows users to search for specific Service Master by Service Code, or other keywords.

• Listing view: The Service Master listing may display each Order in a card format view that includes key information such as Service Name, Service Code, SKU Code, Category, Added By, and Approval Status.

In Summary, provides a concise overview of services within the Service Master. It includes essential information such as service names, descriptions, pricing details, and any additional relevant attributes. The summary allows users to quickly review and assess the available services in a centralized manner, facilitating efficient decision-making in service procurement.

Recording & Update:

Service Master is an essential part of the procurement process, which involves Recording and updating Service Master data involves capturing and maintaining comprehensive information about Service within the procurement system. Here’s an overview of the process:

• Service name: The name or title of the service being recorded.

• Print Name: An additional name or reference for the service, if applicable.

• Ref Code: A unique code or reference number to identify the service.

• Service Category (primary): The primary category or classification of the service.

• Material Type: The type of service being provided (e.g., Service, Other Service).

• SKU: A unique identifier for the service, either manually entered or generated automatically.

• Service Short Description: A brief description or summary of the service.

• Cost Detail: The cost of the service, including price and currency selection.

• Accounting Group: The accounting group or general ledger posting associated with the service.

These mandatory fields help ensure that essential information about the Service Master is captured accurately in the procurement system, enabling effective procurement and Service management processes. Additional fields or attributes may also be available depending on the specific requirements of the procurement system or the organization’s needs.

The user can perform the following actions in this section:

• Submit: This option allows the user to publish the transaction information. If the system has an approval flow, the maker will submit the information, and it will be sent to the approval authority or checker for approval.

• Discard: This option allows the user to discard the transaction before saving it.

Key Notes Service Master:

• The Service Master Dashboard provides a centralized view of data including warehouse-wise low stock, open purchase orders, price comparison (highest, lowest, average, last purchase price), and more.