Generating SRN for a Contract Purchase Order

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Last updated: Apr 22, 2024 by Shilpa K (Deactivated)Version comment
4 min read
 SummitAI Procurement
Procurement

What is a Service Received Note (SRN)?

You can generate a Service Received Note (SRN) after you receive the ordered Services. The SRN is generated to record that the Services are delivered by the Vendor/Supplier. The SRN is generated against a Contract Purchase Order (CPO).

To generate SRN for a CPO:

  1. Select Procurement > User > Manage Request > Generate GRN/SRN.
  2. On the GENERATE GRN/SRN page, on the FILTERS pop-up page, select SRN from the Type drop-down list, specify all other filter criteria, and then click SUBMIT. The Contract Purchase Order list is displayed on the GENERATE GRN/SRN page.

    FILTERS pop-up page
    Figure: FILTERS pop-up page

    CONTRACT PURCHASE ORDER LIST
    Figure: GENERATE GRN/SRN page- CONTRACT PURCHASE ORDER LIST

  3. Click the CPO Code hyperlink of the CPO for which you want to generate a SRN. The GENERATE SRN page is displayed.
  4. On the GENERATE SRN page, fill in the required details, and then click SUBMIT. For more information about the fields on the      GENERATE SRN page, see Field Description.

Field Description

GENERAL

Fill in the required details under the GENERAL tab.

GENERAL tab
Figure: GENERATE SRN page - GENERAL tab

The following table describes the fields under the GENERAL tab:

Field

Description

GENERAL

Instance/Department

Displays the Instance/Department for which you want to generate the SRN for a CPO.

Vendor Invoice No.

Specify the Invoice No. of the Vendor.

Delivery Challan No.

Specify the Delivery Challan No.

Remarks

Specify the Remarks, if any.

Vendor Name

Displays the name of the Vendor who delivered the Services.

Vendor Invoice Date

Select the Date when the Vendor has created the Invoice.

Delivery Challan Date

Select the Date when the Delivery Challan is created.

ATTACHMENT

Attachment

Upload the attachment, if any.

GOODS INFORMATION

The details of the Services for which you want to generate SRN are displayed under the GOODS INFORMATION tab.

GOODS INFORMATION tab
Figure: GENERATE SRN page - GOODS INFORMATION tab 

The following table describes the Columns under the GOODS INFORMATION tab:

Field

Description

Delete

Click the Delete icon to delete the Product details.

Edit

Click the Edit icon to edit the Product details.

Purchase Order Code

Displays the Purchase Order Code.

Budget Type

Displays the Budget Type.

Purchase Request Code

Displays the Purchase Request Code.

Product

Displays the Product for which you want to generate a SRN.

Description

Displays the description of the Product.

Unit Rate

Displays the price of the Product per unit.

Currency

Displays the Currency in which the price of the Product is mentioned.

Order Qty

Displays the total quantity of the Services that are ordered to the Vendor.

Pending Product Quantity

Displays the total quantity of the Services that are pending from the Vendor.

Received Product Quantity

Displays the total quantity of the Services that are received from the Vendor.

Accepted Product Quantity

Displays the total quantity of the Services that are accepted by the buyer.

Rejected Product Quantity

Displays the total quantity of the Services that are rejected by the buyer.

Remarks

Displays the Remarks if any.

Total Amt.

Displays the total price of the Services.

Paid Amount

Displays the amount that is paid to the Vendor.

Invoice Amount

Displays the Invoice amount of the Services.

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the GENERATE SRN and GENERATE GRN/SRN pages.

SHOW LIST

Click SHOW LIST to view the list of Contract Purchase Orders on the GENERATE GRN/SRN page.

PRINT

Click PRINT to print the page.

EXPORT TO EXCEL

Click EXPORT TO EXCEL to export the records displayed on this page to a Microsoft Excel sheet.

EXPORT ALL

Click EXPORT ALL to export all the records to a Microsoft Excel sheet.