Messages
The Messages query allows users to search for and view messages.
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If accessed through the Vendor menu, the messages query returns a listing of all messages.
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If accessed through the Billing menu, the user is first prompted to enter the billing document number, the Messages query only returns messages associated with the specific billing document number previously entered.
The Messages query can be accessed using the following paths from the desktop:
Vendor>Messages
or
Billing>Messages
The Messages query provides 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 Messages query.
| Button | Description |
|---|---|
|
Send New Message |
|
|
Cancel |
|
|
Search |
|
|
Clear |
|
|
Attachments |
Click
to add/view attachments to the message. Takes the user to the Manage Attachments
Modal, allowing the user to drag and drop or upload attachments. This
is a tool for viewing, adding, deleting, and modifying attachments. |
|
Next |
|
Used to search for message(s).
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.
Search Criteria (from the Bill menu)
Enter Bill Document Number / Statement Number for New Message
This search screen is only visible when accessed from the Billing menu.
| Field Name | Description |
|---|---|
|
Bill Document Number |
|
|
Code |
|
|
Address Code |
|
|
Statement Number |
|
|
Registration Number |
|
Search Criteria
The Search Criteria displays after the Bill Number/Statement Number criteria is entered and the Next button is clicked.
This search screen is only visible when accessed from the Bill menu.
| Field Name | Description |
|---|---|
|
Record Number |
|
|
Statement Number |
|
|
Registration Number |
|
|
Creator |
|
|
Type of Correspondence |
|
|
Include Statement Number Records |
|
|
Subject |
|
|
Correspondence |
|
|
Created Date From/To |
Determines the range of the creation dates. |
|
Contact Person First Name |
The first name of the contact. |
|
Contact Person Middle Initial |
The middle name of the contact. |
|
Contact Person Last Name |
The last name of the contact. |
|
Statement Number |
|
Summary
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.
The Summary fields are all defined below except:
| Field Name | Description |
|---|---|
|
Has Attachments |
|
Search Criteria (from the Vendor menu)
Search Criteria
This search screen is only visible when accessed from the Vendor menu.
| Field Name | Description |
|---|---|
|
Record Number |
|
|
Code |
|
|
Address Code |
|
|
Statement Number |
|
|
Registration Number |
|
|
Creator |
|
|
Type of Correspondence |
|
|
Include Statement Number Records |
|
|
UEI |
(Unique Entity Identifier) - An identifier used to identify a specific commercial, nonprofit, or Government entity. |
|
EFT Indicator |
EFT Indicator - Unique code used to identify additional bank accounts associated to a single UEI. |
|
DUNS+4 |
|
|
Name |
|
|
Subject |
|
|
Correspondence |
|
|
Created Date From/To |
Determines the range of the creation dates. |
|
Contact Person First Name |
The first name of the contact. |
|
Contact Person Middle Initial |
The middle name of the contact. |
|
Contact Person Last Name |
The last name of the contact. |
|
Statement Number |
|
Summary
The summary provides two helpful capabilities:
-
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.
-
Sort Provides the ability for VSS users to sort summary results based on multiple columns and ability to arrange in sequence.
The Summary fields are all defined below except:
| Field Name | Description |
|---|---|
|
Has Attachments |
|
Message Detail
Click on a message from the Summary to view the details of the message in the sections below.
Contact Person
| Field Name | Description |
|---|---|
|
First Name* |
|
|
Middle Initial |
|
|
Last Name* |
|
|
Title |
|
|
Phone Number |
|
|
International Phone Number |
|
|
Email Address |
|
Agent Contact
| Field Name | Description |
|---|---|
|
Name |
|
|
Title |
|
|
Phone Number |
|
|
Agency Email Address |
|
Vendor
| Field Name | Description |
|---|---|
|
Registration Number |
|
|
Code |
|
|
Address Code |
|
|
DUNS+4 |
|
|
UEI |
(Unique Entity Identifier) - An identifier used to identify a specific commercial, nonprofit, or Government entity. |
|
EFT Indicator |
EFT Indicator - Unique code used to identify additional bank accounts associated to a single UEI. |
|
Name |
|
|
Agency |
|
|
Bureau |
|
|
Agency Location Code |
|
Correspondence
| Field Name | Description |
|---|---|
|
Creator |
|
|
Created Date |
|
|
Type of Correspondence |
|
|
Communication Source |
|
|
Subject |
|
|
Correspondence |
|
|
Record Number |
|
|
Statement Number |
|
|
Parent Accounting Line Number |
Visible on document correspondence. |
|
Parent Itemized Line Number |
Visible on document correspondence. |