Create Referenced Invoice
The Create Referenced Invoice screen is used to create and submit an invoice that references an existing award or order. It is transmitted from VSS to Momentum when it is submitted.
The Create Referenced Invoice screen can be accessed using the following path from the desktop:
Electronic Invoicing>Create Invoice>Create Referenced Invoice
or
from the [Create Referenced Invoice] button that appears on many screens throughout VSS
The Create Referenced Invoice screen contains several types of information. It contains the following buttons, sections, and fields (click each tab for more information): (* indicates a required field)
There are several buttons on the screen. Some buttons will not be active if a record is not selected.
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View Standard Form |
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Edit |
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Delete |
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Create Referenced Invoice |
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Clear |
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Send New Message |
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Exit |
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Add |
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Copy |
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Remove |
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Verify |
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Save |
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Submit |
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The search page is the Award/Order Search because the invoice must reference an existing award or order.
Once the award or order is selected, click [Create Referenced Invoice] to access the screen.
Select an award or order from the Summary and click [Create Referenced Invoice]. Displays invoice information screen.
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.
General Information
| Field Name | Description |
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Invoice Number * |
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Document Title |
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Credit Amount |
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Invoiced Amount * |
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Currency * |
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Invoice Date |
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Invoice Resubmission Date |
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Status |
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Description |
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Referenced Documents
| Field Name | Description |
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BPA |
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Contract |
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Order |
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Vendor
| Field Name | Description |
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Registration Number |
On Referenced Invoice forms, this value defaults to the Vendor Registration Number value of the vendor from the referenced award/order.
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Code |
On Referenced Invoice forms, this value defaults to the Vendor Code value of the vendor from the referenced award/order.
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Address Code |
On Referenced Invoice forms, this value defaults to the Vendor Address Code value of the vendor from the referenced award/order.
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DUNS+4 |
On Referenced Invoice forms, this value defaults to the DUNS+4 value of the vendor from the referenced award/order.
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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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Shipping Information
| Field Name | Description |
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Delivery Date |
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Additional Markings |
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FOB |
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Discount Information
| Field Name | Description |
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Day 1-4 |
Up to four separate date and rate pairs may be entered. |
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Amount 1-4 |
Up to four separate date and rate pairs may be entered. |
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Percent (0-100) 1-4 |
Up to four separate date and rate pairs may be entered. |
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Net Days |
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Invoice Office
| Field Name | Description |
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Name * |
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Invoice Office Code * |
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Invoice Office Address Code * |
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Invoice Office Address
| Field Name | Description |
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Address Line 1-5 |
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City |
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State |
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Zip |
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Country |
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Phone Number |
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Fax Number |
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Point of Contact
| Field Name | Description |
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Contact Name |
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Phone Number |
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Email Address |
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Used to add, copy, modify, and remove invoice lines.
Summary (of lines on Invoice)
The summary 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 summary results based on multiple columns and ability to arrange in sequence.
| Field | Description |
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Line Number |
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Quantity |
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Commodity Name |
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Unit of Issue |
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Unit Price Amount |
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Invoice Line Amount |
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Line Detail
| Field Name | Description |
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Commodity Name |
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Quantity * |
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Unit Price Amount |
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Invoice Line Amount * |
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Period of Performance Start Date |
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Period of Performance End Date |
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Description |
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Unit of Issue |
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PSC |
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NAICS |
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SIC |
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NSN |
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Referenced Documents
| Field Name | Description |
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BPA |
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BPA Line Number |
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Contract |
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Contract Line Number |
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Order |
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Order Line Number |
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Delivery Information
| Field Name | Description |
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Delivery Date |
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FOB |
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Additional Markings |
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Used to add and display attachments to the response. This tab is not visible if viewing a response without an attachment.
Attachments must be 6MB or smaller in size; larger documents will prevent successful transmission of the response to the receiving agency after submission. If necessary, break a large attachment into smaller documents or use a compression tool (WinZIP, etc.) to shrink the size of the documents.
Attachments
| Field | Description |
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Uploaded File |
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Title |
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Size (bytes) |
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Content Type |
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External System Document Number
| Field Name | Description |
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External System Document Number |
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Related Topics
Electronic Invoicing Functionality