Business Line Summary
The Business Line Summary query allows users to search by business line for bill balances.
A business line is a specific designation on Billing Documents (BD) and Cash Receipts (CR) used to separate them into specific categories for searching in Momentum and VSS. The agency creates the business lines in Momentum. When a BD or CR is created using copy from the Business Line is not copied to the new BD or CR. If CR is created using copy forward from a BD or if a specific BD is referenced on a CR accounting line, the Business Line from the BD is present on the CR.
The Business Line Summary query can be accessed using the following path from the desktop:
Billing>Business Line Summary
The Business Line Summary query records several types of information. It contains the following buttons and pages (click each tab for more information): (* indicates a required field)
There are several buttons on the page. Some buttons will not be active if a record is not selected.
| Button | Description |
|---|---|
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Search |
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Clear |
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View Bills |
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View Cash Receipts |
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View Statement |
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Displays billing documents and cash receipts by Business Line.
Field descriptions listed below are broken down by section for easy searching. To find the field description you need, locate the section title on the table in VSS and find the field in the corresponding category below.
Header Criteria
| Field Name | Description |
|---|---|
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Bill Date From/To |
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Collection Due Date |
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Bill Generated |
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Business Line |
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Vendor
| Field Name | Description |
|---|---|
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Registration Number |
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Code |
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Address Code |
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DUNS+4 |
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UEI |
(Unique Entity Identifier) - An identifier used to identify a specific commercial, nonprofit, or Government entity. |
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EFT Indicator |
EFT Indicator - Unique code used to identify additional bank accounts associated to a single UEI. |
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Name |
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Agency |
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Bureau |
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Agency Location Code |
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Summary
The search results retrieved when a user searches for bills defaults the initial sort by collection due date. The most current (recent) collection due date is displayed first then descending by collection due date.
Summary
The search provides two helpful capabilities:
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View as CSV - VSS users will have the ability to view search results in CSV so they can copy their search results externally to their computer for further research.
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Sort Provides the ability for VSS users to sort search results based on multiple columns and ability to arrange in sequence.
The fields listed in the Summary section are defined above except:
| Button | Description |
|---|---|
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Business Line |
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Total Closed Amount |
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Total Adjustment Amount |
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Outstanding Chargeback Amount |
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Total Bill Amount |
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Total Collected Amount |
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Total Credit Amount |
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Total Applied Credit Amount |
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Total Outstanding Credit Amount |
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Closed Credit Amount |
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Total Outstanding Amount |
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Currency |
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Totals Row
Upon retrieving the search results from the query, the system will sum and display the amount totals.
If search results contain multiple currencies, the totals will not be calculated.
| Field Name | Description |
|---|---|
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Total Bill Amount |
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Total Collected Amount |
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Total Adjustment Amount |
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Total Closed Amount |
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Total Outstanding Amount |
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Outstanding Chargeback Amount |
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Total Credit Amount |
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Total Applied Credit Amount |
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Closed Credit Amount |
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Total Outstanding Credit Amount |
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Related Topics
Bill Search