Payment Search
The Payment Search displays payments for any vendor(s) to which the user is associated . The query provides information such as Invoice Number, View link, Invoice Date, Log Date, Schedule Date, Payment Amount, Disbursed Amount, Check Number, and EFT Number.
The Payment Search can be accessed using the following path from the desktop:
Electronic Invoicing>Payment Search
The Payment Search contains several types of information. It contains the following buttons, screens, and fields (click each tab for more information): (* indicates a required field)
There are several buttons on the query. Some buttons will not be active if a record is not selected.
Buttons
| Button | Description |
|---|---|
|
Search |
|
|
View |
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This is the search page of the query.
Search Criteria
| Field Name | Description |
|---|---|
|
Payment Number |
|
|
Invoice Number |
|
|
From/To Invoice Date |
|
|
From/To Schedule Date |
|
Status
| Field Name | Description |
|---|---|
|
Pending Payment |
|
|
Paid |
|
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 |
|
Summary
The search 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 search results based on multiple columns and ability to arrange in sequence.
All the fields listed in the Summary section are defined above except:
Results
| Field Name | Description |
|---|---|
|
Payment Amount |
|
|
Currency |
|
Displays the detailed information for the selected payment. This screen is accessed by selecting a payment from the search summary and clicking [View].
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 Momentum and find the field in the corresponding category below.
General Information
| Field Name | Description |
|---|---|
|
Payment Number |
|
|
Payment Date |
|
|
Status |
|
|
Currency |
|
|
Schedule Date |
|
|
Payment Amount |
|
|
Disbursed Amount |
|
|
Check Number |
|
|
EFT Number |
|
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 |
|
Referenced Invoice
| Field Name | Description |
|---|---|
|
Invoice Number |
|
|
Invoice Date |
|
|
Log Date |
|
Displays the messages associated with the invoice.
Search Criteria
| Field | Description |
|---|---|
|
Record Number |
|
|
Type of Correspondence |
|
|
Created Date From/To |
|
|
Contact Person |
|
|
Subject |
|
|
Correspondence |
|
|
Creator |
|
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.
Summary
| Field Name | Description |
|---|---|
|
Record |
|
|
Type of Correspondence |
|
|
Created Date |
|
|
First Name |
|
|
Middle Initial |
|
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Last Name |
|
|
Subject |
|
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Correspondence |
|
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Has Attachments |
|
|
Creator |
|
Detail
The following sections display the message details for the message selected in the Summary section.
Contact Person
| Field Name | Description |
|---|---|
|
First Name |
|
|
Middle Initial |
|
|
Last Name |
|
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Title |
|
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Phone Number |
|
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International Phone Number |
|
|
Email Address |
|
Agency Contact
| Field Name | Description |
|---|---|
|
Name |
|
|
Title |
|
|
Phone Number |
|
|
Agency Email Address |
|
Correspondence
| Field Name | Description |
|---|---|
|
Created Date |
|
|
Type of Correspondence |
|
|
Communication Source |
|
|
Subject |
|
|
Correspondence |
|
|
Parent Itemized Line Number |
|
|
Parent Accounting Line Number |
|
|
Record Number |
|
|
Creator |
|
Displays the attachment(s) associated with the bill.
Summary
|
Field Name |
Description |
|---|---|
|
Title |
|
|
Size (bytes) |
|
|
Content Type |
|
|
Statement |
|
|
Last Modified |
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Related Topics
Electronic Invoicing Functionality