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View and Manage Service Sheets

View, edit, delete, or withdraw service sheets.

You can view, create, edit, and submit service sheets against purchase orders (POs). To manage your service sheets, follow these steps:

Note

The Service Sheets feature is available only if your customer enables it for you. You also have to enable it for CSP user(s) on the Admin page. For more information, see Set Up the CSP.

1. Click Service Sheets on the main menu.

2. In the top-right area of the Service Sheets page, select the customer whose service sheets you want to see.

Service Time Sheets table

Note

Whenever you visit the Service Sheets page, the Select Customer menu defaults to the customer you were viewing during your last visit to the page.

The Service Sheets table shows the following information for all the service sheets and their PO lines that you selected in the PO details.

Column	Description
Service Sheet	Service sheet ID number generated by Coupa. Click the ID number to view the specific service sheet.
Purchase Order	ID number of the purchase order associated with the service sheet. Click the ID to view the PO.
Lines	Brief description of the order lines included in the service sheet.
Service Sheet Total Amount	Total monetary amount of all the lines on the service sheet.
Currency	Currency associated with the service sheet total amount.
Status	Current status of the service sheet. Status can be: Approved, Draft, Withdrawn, or Pending Approval.
Submitted Date	Date and time when the service sheet was submitted to your customer.
Approval Date	Date and time when your customer approved the service sheet.
Created By	The Coupa user who created the service sheet.
Assigned To	The users that have been assigned the Restricted Access to Orders and Restricted Access to Service Sheets permissions. Note This column is visible only if the Restricted Access to Orders and Restricted Access to Service Sheets permissions are assigned to at least one user.
Actions	Click the icons to perform the following actions on a service/time sheet: Edit. Delete. Withdraw. You can edit or delete Drafts. You can withdraw service sheets in Pending Approval status.

You can filter the table by columns, use the search bar to filter with a search term, or click Views to perform advanced filtering. For more information, see Create Custom Views.