Create Confirmation - Service POs

This end-user guide explains how to create, edit, and submit Confirmation documents for services delivered against a Purchase Order. It covers all available confirmation types, step-by-step creation, adding planned and unplanned services, new feature enhancements, and final submission requirements. Icons and color-coded callouts are included to improve clarity and usability.

Available Confirmation Types

You can create different types of confirmations based on your service or contract setup:

• Default

• Timesheet

• General Measurement

• Scaffolding

1. Start Creating a Confirmation

1. Open the Purchase Order (PO) Detail Screen.

2. Click Confirm → Create Confirmation.

3. Enter a Document Name that clearly represents the delivered service.

Note: Only PO items eligible for confirmation will appear with checkboxes.

• Items not shown may be:

  • Not yet acknowledged

  • Already marked as Final Delivery

2. Confirmation Draft Creation

After submitting the initial form:

• A draft document named Confirmation 520000**** is created.

• It remains in Draft status.

• You must now add the relevant service items.

Tip: Use a descriptive title to make tracking easier.

3. Adding Items to the Confirmation

New Feature Update: The system now supports enhanced handling of Planned and Unplanned Services, offering more flexibility when creating confirmations.

Navigate to the Items tab to add service items

The actions available for adding new items to a confirmation depend on the contract type you have with your customer. You can use the following options to include items in the confirmation:

A. Advanced Search (Contract Items)

Use this option to add contracted items.

• Click Advanced Search or use the search field.

• All contractual items with pricing will be displayed.

• You can browse using:

  • Keyword search

  • Left-hand side tree structure

After selecting items, you must confirm quantities.

B. Planned Items (From Purchase Order)

Enhanced Planned Services: Planned items now include improved quantity validation and clearer service descriptions.

If your PO contains planned service items:

• Select one or more items

• Update delivered quantity accordingly

C. Unplanned Items

Enhanced Unplanned Services: You can now enter richer details including service duration, measurement units, and custom pricing notes.

If the PO has a limit value, you can add unplanned (freetext) items.
These require:

• A description

• Price/value information

Ensure all mandatory fields (description, unit, amount, price) are completed to avoid submission errors.**
If the PO has a limit value, you can add unplanned (freetext) items.
These require:

• A description

• Price/value information

Ensure that all mandatory fields are filled to avoid submission errors.

The delivery of your submitted confirmation to the customer depends on how the system is configured. After submission, the confirmation may appear in one of the following states:

• Pending Customer Approval
  The confirmation has been sent to your customer and is awaiting their review and approval.

• Pending Transfer to Customer
  The confirmation is ready but has not yet been transferred because the transfer process is currently on hold. You will need to initiate the transfer to the customer’s SAP system.

• Transferred but Awaiting Customer Acceptance
  The confirmation has been transmitted to the customer; however, it may still require acceptance within the customer’s SAP system.

Transfer Confirmation - https://supplier-help.beneering.com/en/dc4sup/a/transfer-confirmations-to-customer

Delivery Completed - https://supplier-help.beneering.com/en/dc4sup/a/delivery-completed

IMPORTANT: You are not finished yet.
You must:

1. Save the document

2. Submit the document