0:'user guide disclaimers this document may not be disclosed outside of the agency without the written permission of the bureau',
1:'of the fiscal service. in addition, this document may not be posted on a public website or other publicly accessible',
2:'server without the written permission of the bureau of the fiscal service. in addition: adobe, acrobat, and acrobat reader are',
3:'either registered trademarks or trademarks of adobe systems incorporated in the united states and/or other countries. microsoft, the windows logo,',
4:'microsoft internet explorer and microsoft excel are either registered trademarks or trademarks of microsoft corporation in the united states and/or',
5:'other countries. oracle and java are registered trademarks of oracle and/or its affiliates. other names may be trademarks of their',
6:'respective owners. all other company and product names are trademarks or registered trademarks for their respective owners. welcome to ginvoicing',
7:'ginvoicing is a webbased application that was developed to efficiently manage intragovernmental intragov buy/sell transactions between two federal agencies from',
8:'the creation of the general terms & conditions gt&cs to the intragovernmental payment and collection ipac system payment notification. the',
9:'united states department of the treasury’s bureau of the fiscal service offers ginvoicing at no charge to all federal agencies.',
10:'the united states department of the treasury provides central payment services to federal program agencies by operating the federal governments',
11:'collections and deposit systems, providing governmentwide accounting and reporting services, and managing the collection of delinquent debt owed to the',
12:'government. users access ginvoicing through a secure webbased portal, which has been certified to conform to federal security standards. the',
13:'user portion of ginvoicing is a fully integrated electronic solution which supports the buy/sell standard business process between two federal',
14:'agencies: the requesting agency and the servicing agency . a requesting agency acts as a buyer, and may create, approve,',
15:'reject, and close interagency agreement iaa gt&cs and orders. a servicing agency acts as a seller, and may create, approve,',
16:'and close interagency agreement iaa gt&cs, may create, approve, and reject orders, and may generate performance off of orders. ginvoicing',
17:'helps manage intragov transactions by enabling users to establish trading partners, to create gt&cs and orders, and to generate performance',
18:'off of orders. a gt&c is a written agreement entered into between two federal agencies, or major organizational units within',
19:'an agency, which specifies the goods to be furnished or tasks to be accomplished by one agency the servicing agency',
20:'in support of the other agency the requesting agency. the standard interagency agreement iaa form is comprised of two parts:',
21:'the gt&c section iaa7600a, and order requirements and funding information aka orders section iaa 7600b. the iaa is the recommended',
22:'standard form to be used governmentwide for all reimbursable agreements at the buy/sell level, including but not limited to: agreements',
23:'between agencies, agreements within agencies, grantrelated agreements, and assisted acquisitions. an order provides specific details regarding the items/services the requesting',
24:'agency is purchasing from the servicing agency, and any related funding information for the purchase. orders contain two sections: the',
25:'header and the line items. the header contains general information about the trading partners, the associated gt&c, amount, effective date,',
26:'and payment term information. the line items enumerate the specific goods or services the agency wishes to order. a performance',
27:'transaction is the exchange of data which indicates that the igt buy/sell activity that has been agreed upon between requesting',
28:'and servicing agencies has been completed. settlement is the transfer of funds from the requesting agency to the servicing agency',
29:'via ipac once the exchange of goods and/or services between the two parties has been completed through performance. the ipac',
30:'system facilitates the transfer of funds for reimbursable activity between federal agencies, and allows all cash in transit to remain',
31:'inside the government’s fund balance with the united states department of the treasury. ipac’s primary role is to provide a',
32:'standardized mechanism for fund transfers, while allowing agencies to share descriptive data with one another. ipac continues to manage the',
33:'settlement of funds and store historical transaction data. a brief, graphic representation of the intragovernmental igt buy/sell transaction lifecycle: downloading',
34:'the user guide online help files are available in ginvoicing, and provide information on ginvoicing procedures, concepts, and general system',
35:'information. critical note : the ginvoicing user guide is available to download as a pdf from the help button located',
36:'near the top right portion of any page within the system. it is highly recommended that users download the pdf',
37:'to their computer desktop, and then view the document in adobe reader to ensure that the proper formatting is maintained.',
38:'attempting to download and view the pdf in an internet browser will generate inconsistent results, and may cause potential formatting',
39:'issues. please note that the help file options that display in the drop down menu for users will depend on',
40:'what type of roles they hold in the system i.e., user or administrator. the user guide is a large file',
41:'5mb10mb, and may take some time to download. how to access the online help files : 1. log into ginvoicing',
42:'and clicking on the help link near the top righthand corner of each page: 2. in the dropdown menu, users',
43:'have their choice of displaying the online help files in the user interface, or by downloading a .pdf version of',
44:'the help files. to view the help files in the user interface, click on either view user help or view',
45:'administration help . the online help files will display on a new web page. to download a .pdf of the',
46:'help files, click on either download user help or download administration help . depending on what web browser you are',
47:'using, either click on the name of the file at the lefthand corner of the screen, or click on open',
48:'to display the files as a .pdf you may also have the option to save the file directly to your',
49:'machine. once you open the .pdf, click on the ribbon icon at the top right corner of the screen to',
50:'display the table of contents: scheduled system maintenances users will be notified in advance of scheduled system maintenances within ginvoicing',
51:'that will affect user access to the system. the notifications will be sent and posted in the following ways: global',
52:'emails will be sent from the united states department of the treasury bureau of the fiscal service to all users',
53:'who have active user accounts in ginvoicing notices will be posted in the news and information section on the ginvoicing',
54:'welcome page user accounts in the ginvoicing qa testing environment that use unofficial email addresses for testing purposes may not',
55:'receive the emails. ginvoicing signin page urls as part of ginvoicing release 3.3, new log in page urls were introduced',
56:'for both system environments. however, users were still able to log in to the document portion of ginvoicing using the',
57:'older url. as part of ginvoicing release 4.0, the old, legacy urls for production and qa/training were retired . users',
58:'are encouraged to update the bookmarks/favorites list in their internet browsers to the newer ginvoicing sign in page urls: production:',
59:'https://igt.fiscal.treasury.gov qa/training: https://qa.igt.fiscal.treasury.gov upon clicking on either of the urls, you will be presented with a sign in page: simply',
60:'enter your ginvoicing user id and password into the appropriate fields to log in. once you have logged in, you',
61:'will be presented with the updated ginvoicing welcome page . about single user multiple account access a single user may',
62:'be associated with multiple agencies/agency accounts within ginvoicing, and may access all of their accounts in a single session using',
63:'the same user id and password without having to sign inandout of the application. to access a different account in',
64:'a single user session, select the account from the account selection dropdown menu near the top of the page. the',
65:'account selection list box displays all of the agency user’s associated accounts; the box will always display the agency account',
66:'the user is currently logged into. when the user has completed their activities within one agency account, they may select',
67:'another account from the account selection list box to perform work in. ginvoicing will then navigate the user to the',
68:'selected account’s welcome page. your available agencies will be listed in alphabetical order in the dropdown menu. each time you',
69:'log into ginvoicing, you will be logged into the first agency account listed in the dropdown menu as a default.',
70:'if you are a user with multiaccount access, user account lifecycle rules apply across all ginvoicing agency accounts, and you',
71:'do not need to log into each agency account to keep your access active in all of them. as long',
72:'as you log in to ginvoicing once every 120 days, your account will remain active in all agencies where access',
73:'has been granted. logging in for the first time upon account creation by an agency administrator, you will normally receive',
74:'two systemgenerated emails from the united states department of the treasury security identification manager isim, the user provisioning system that',
75:'grants access to ginvoicing, notifying you of your access to ginvoicing. the first email will contain your ginvoicing user id.',
76:'the second email which you should receive shortly after receiving your user id email will contain your temporary login password.',
77:'some users may receive a third email notifying them of a new single sign on sso/fsldap account creation. please note',
78:'that the emails you will receive from isim contain a generic url. that url is for signing into the united',
79:'states department of the treasury single sign on sso system only , and may be used to access and update',
80:'a user’s sso account information, change their sso password, etc. to log in to ginvoicing, you will need to access',
81:'one of the urls noted below. if you do not receive one or more of the emails mentioned above, please',
82:'be sure to check any deleted or junk mail folders you may have in your email system. if after checking',
83:'your personal email folders you still cannot locate your user id and/or temporary password emails for ginvoicing, please contact the',
84:'treasury support center for assistance. note : if a user already had a sso account established for them through another',
85:'united states department of the treasury application or if they created it themselves before their user account in ginvoicing was',
86:'created, they will not receive any emails; users with existing sso accounts should be able to log in to ginvoicing',
87:'with their existing sso user id and password after their ginvoicing user account has been created. critical note : your',
88:'initial temporary password is good for up to 24 hours. if you do not log in to ginvoicing within that',
89:'time, please contact the treasury support center and request that a new temporary password be generated for you. after access',
90:'has been granted, all users are required to log into ginvoicing at least once every 120 days to avoid losing',
91:'application access. you must log in to the ginvoicing application to ensure your account remains active. if you do not',
92:'log in to ginvoicing account during this time frame, your account will automatically become “inactive ”. as a courtesy, isim',
93:'sends out reminders to individual users via email 30 days, 20 days, and 10 days out from their ginvoicing user',
94:'account being disabled due to inactivity. if and when your ginvoicing user account is disabled, isim will also email you',
95:'a notification. new ginvoicing user id email example: new user temporary password email example: new single signon/fsldap account creation email',
96:'example: how to log in for the first time: critical note : after receiving the email with your temporary password,',
97:'please wait no less than 1530 minutes before attempting to log in to ginvoicing. if you try and log in',
98:'before that time, there is a chance that your account information in the system may not have fully updated, and',
99:'you may lock yourself out of your account. your initial temporary password is good for up to 24 hours. if',
100:'you do not log in to ginvoicing within that time, please contact the treasury support center and request that a',
101:'new temporary password be generated for you. 1. type in or copy and paste one of the following urls into',
102:'your browser: production: https://igt.fiscal.treasury.gov qa training: https://qa.igt.fiscal.treasury.gov the sign in page will appear: 2. in the user id box, type',
103:'the user id you received via email. 3. in the password box, type the temporary password you received via email.',
104:'4. click log in. 5. on the password change page: type your temporary password in the password field. in the',
105:'new password field, create a new password using the password requirements on the screen. 6. retype your new password in',
106:'the confirm new password field. 7. click change password . 8. a message should display stating that your new password',
107:'has been reset. click continue . 9. the united states department of the treasury single sign on sso system login',
108:'page will appear: 10. enter your ginvoicing user id and the permanent password you just created into the user id',
109:'& password section, and click on the login button. 11. the treasury sso change challenge/response page will appear. select at',
110:'least three of the questions, and fill in the appropriate response and confirm response fields for each of those questions.',
111:'your responses for each question must be unique, and must be at least 3 characters long. the information entered in',
112:'the response and confirm response fields must match exactly . 12. after you have completed filling out the fields for',
113:'your three questions, click on the save my questions & responses button. 13. the change shared secret page will appear.',
114:'fill in both the shared secret and confirm shared secret fields. your shared secret must be at least 3 characters',
115:'long, and the information entered in the shared secret and confirm shared secret fields must match exactly . the shared',
116:'secret is merely an extra level of security that you may need to reset your treasury sso password. 14. after',
117:'you have completed filling out the fields for your shared secret, click on the save my shared secret button. 15.',
118:'the change challenge/response logout page will appear, and will ask you to please wait no less than 15 minutes before',
119:'attempting to log in to ginvoicing. click on the logout button to log out of sso. 16. after logging out,',
120:'you will be returned to the sso login page. 17. after waiting 15 minutes or more, please click on the',
121:'appropriate ginvoicing url: production: https://igt.fiscal.treasury.gov qa training: https://qa.igt.fiscal.treasury.gov 18. enter your user id and password into the appropriate fields, then',
122:'click on log in. user inactivity ginvoicing user accounts are automatically marked inactive if the user does not log into',
123:'the ginvoicing at least once every 120 days. the united states department of the treasury isim single signon sso account',
124:'will remain active to access other department of treasury applications. if a user does not log into their department of',
125:'treasury isim sso account during a 13 month period meaning they have not logged into any treasury application, the isim',
126:'sso account will be marked inactive and all application access is removed. if the user should need access to a',
127:'treasury application at a future date, the isim sso account will be reactivated if the production email address is the',
128:'same when the original account was established. if the email address is different, a new department of treasury isim sso',
129:'will be created. it is critical that all users log in to ginvoicing at least once every 120 days to',
130:'ensure their access is not automatically revoked by isim due to inactivity. as a courtesy, isim sends out email reminders',
131:'to all users 30 days, 20 days, and 10 days prior to ginvoicing access being revoked due to inactivity. when',
132:'a user’s ginvoicing access is revoked in isim, an email is also sent notifying the user they have lost their',
133:'access to ginvoicing. if a user’s ginvoicing access is revoked from isim, an agency user administrator will need to log',
134:'in to ginvoicing and reenable the user’s account, provided the agency has at least one other user with the user',
135:'administrator role assigned to them. the treasury support center tsc cannot reenable access to ginvoicing. how to request a forgotten',
136:'user id how to request a forgotten user id: 1. from the ginvoicing login page, click on the forgot your',
137:'user id? link. the treasury single sign on page appears. 2. click on the forgot user id button and follow',
138:'the instructions displayed on the screen to obtain your user id. how to request a forgotten password how to request',
139:'a forgotten password: 1. from the ginvoicing login page, click on the forgot your password? link. the united states department',
140:'of the treasury single sign on page will appear. 2. click on the forgot your password button, and follow the',
141:'instructions to reset your password. your temporary password is good for up to 24 hours. if you do not log',
142:'in to ginvoicing with it within that time, you will need to request another temporary password following the above steps.',
143:'if you do not receive an email containing a temporary password, please contact the treasury support center to have one',
144:'generated for you. note : after resetting your password, you may be presented with the ginvoicing sign in screen. if',
145:'that should happen, please wait no less than 15 minutes before attempting to log in to ginvoicing. if you try',
146:'and log in soon after resetting your password, you may lock yourself out of the system. managing your treasury single',
147:'sign on sso account the united states department of the treasury single sign on sso is a single account used',
148:'to grant access to all the treasury applications i.e., ginvoicing, ipac, cars, sam, etc.. users are able to manage personal',
149:'information and change their password associated with their united states department of the treasury single sign on sso. this account',
150:'provides a seamless login to all applications using one user id. ginvoicing roles and permissions are managed within the ginvoicing',
151:'application. please be aware that the ginvoicing support team does not manage or support treasury sso accounts. for assistance with',
152:'treasury sso accounts, users may contact the treasury support center at 18774409476. how to update your treasury single sign on',
153:'account: 1. type in or copy and paste one of the following urls in your browser: production: https://isim.fiscal.treasury.gov/itim/self qa/training: https://isimpreprod.fiscal.treasury.gov/itim/self',
154:'2. enter your user id and password into the appropriate fields and click login . 3. click on any of',
155:'the available links to access your account information, and make any changes as needed. any changes made to your personal',
156:'information in sso first or last names, email address, phone number, etc. may not appear in ginvoicing for up to',
157:'24 hours. note : logging into your sso account is a separate action from logging into ginvoicing itself. for example,',
158:'if you log in to sso to change your password, it is not a substitute for logging into ginvoicing. isim',
159:'lifecycle rules password expiration, account inactivity, login attempts, etc. are managed by the sso account. all users are required to',
160:'log in to every application where access has been granted at least once every 120 days to avoid losing application',
161:'access. you must log in to the ginvoicing application to ensure your account remains active. if you do not log',
162:'into ginvoicing account during this timeframe, your account will automatically become “inactive”. if your ginvoicing account becomes inactive, the “user',
163:'administrator” within your agency will be able to reactivate your account. the treasury support center tsc cannot reenable your ginvoicing',
164:'access, access can only be established/reenabled by a ginvoicing user administrator. if you do not log in to your treasury',
165:'sso account for more than 13 months, you will need to contact the treasury support center at 18774409476 to have',
166:'your treasury sso account reenabled. once the sso account is active, an agency user administrator will be able to reenable',
167:'your access in ginvoicing. about intragovernmental transactions ginvoicing is a webbased application efficiently managing intragovernmental transactions from gt&cs to ipac',
168:'payment notification between two federal agencies. the united states department of the treasury’s bureau of the fiscal service offers ginvoicing',
169:'at no charge to all federal agencies. the bureau of the united states department of the treasury provides central payment',
170:'services to federal program agencies, operating the federal governments collections and deposit systems, providing governmentwide accounting and reporting services, and',
171:'managing the collection of delinquent debt owed to the government. ginvoicing manages intragovernmental reimbursable transactions, allows the establishment of trading',
172:'partners, implements the iaa standard business process, and integrates with ipac, while providing ginvoicing users with the applicable permissions, visibility',
173:'through the entire process. prerequisites for using intragovernmental transactions: before creating gt&cs and orders in the user portion of ginvoicing,',
174:'please do the following in the order specified: 1. ensure that you have a ginvoicing user account in an active',
175:'status within an overall agency account that is also in an active status. 2. to be able to create an',
176:'order as a requesting agency or a servicing agency, you are required to fully complete a gt&c with a trading',
177:'partner and progress it to an open for orders status. gt&cs a gt&c is the standard electronic format used for',
178:'all reimbursable agreements between two agencies or within a shared service provider. completing a gt&c is the first step in',
179:'a threepart purchasing process between government agencies: 1. the first part is the general terms and conditions gt&c, which is',
180:'the agreement reached between the requesting agency and the servicing agency to manage associated orders, and which defines the agreement',
181:'parameters. 2. the second part is creating orders. 3. the third part is to fulfill orders through performance. the ginvoicing',
182:'system may generally be thought of as an electronic version of the united states department of the treasury 7600a and',
183:'7600b paper forms. creating a gt&c: either the requesting agency or the servicing agency can create an iaa gt&c. the',
184:'agency that creates the gt&c is required to enter the other trading partners agency name, agency location code alc, and',
185:'group based on information provided by the other trading partner. to create an iaa gt&c, if you are the servicing',
186:'agency, you enter your information via the servicing agency section of the application. if you are a requesting agency, you',
187:'enter your information via the requesting agency section of the application. the information you enter into a gt&c in ginvoicing',
188:'corresponds to the information contained in the united states department of the treasury 7600a paper version of the agreement. to',
189:'complete a gt&c in ginvoicing, both parties are required to electronically approve the document. gt&cs are required to be manually',
190:'created through the ginvoicing online interface. however, new and existing gt&cs along with any of their attachments may be pulled',
191:'from ginvoicing into an agencys enterprise resource planning erp system as long as their agency accounts within ginvoicing have been',
192:'configured for that option. for more information on the relationship between your agencys erp system and ginvoicing, please contact the',
193:'erp team for your specific agency. creating an order off of a gt&c: a requesting agency or servicing agency may',
194:'create an order after both parties approve the gt&c. orders orders in ginvoicing correspond to the interagency agreement iaa form',
195:'7600b. orders provide specific details regarding the items/services the requesting agency is purchasing from the servicing agency, and any related',
196:'funding information. a requesting agency or servicing agency may create individual orders manually in ginvoicing, or may upload multiple orders',
197:'simultaneously to ginvoicing from an agencys enterprise resource planning erp system through an automated process that is configured in the',
198:'administration portion of ginvoicing. in both cases, if subscribed to the intragov order created or changed notification, ginvoicing notifies the',
199:'requesting agency or servicing agency of a new order creation or an existing order modification. performance transactions a performance transaction',
200:'is the exchange of data which indicates that the intragovernmental buy/sell activity that has been agreed upon between requesting and',
201:'servicing agencies has been completed. the performance portion of the federal intragovernmental data standards fids enforces the exchange of data',
202:'which supports accurate and timely accounting entries. performance transactions provide key triggers for the recording of accounting entries relating to',
203:'accruals, advances, and liquidations. for additional information on performance, fiscal service has published a ginvoicing program guide for basic accounting',
204:'and reporting which defines the proper proprietary accounting treatment aligned to ginvoicing transaction steps. settlement settlement is the transfer of',
205:'funds from the requesting agency to the servicing agency via ipac once the exchange of goods and/or services between the',
206:'two parties has been completed through performance . about ipac requests the intragovernmental payment and collection ipac system facilitates the',
207:'transfer of funds for reimbursable activity between federal agencies, and allows all cash in transit to remain inside the government’s',
208:'fund balance with the united states department of the treasury. ipac’s primary role is to provide a standardized mechanism for',
209:'fund transfers, while allowing agencies to share descriptive data with one another. ipac also manages the settlement of funds, and',
210:'stores historical transaction data. for more detailed information regarding ipac, please visit here . the transfer of funds related to',
211:'orders is handled through the performance process within ginvoicing. welcome page after logging into ginvoicing, all users will be presented',
212:'with the welcome page. 1 users whose agencies have not been configured for gt&c workflow will see something similar to',
213:'the following: in the upper righthand corner of the page, you will be presented with the following information: user id:',
214:'your personal ginvoicing user id that you use to log in to the system with. environment : the ginvoicing environment',
215:'that you are currently logged into. version : the current ginvoicing version deployed to the environment that you are currently',
216:'logged into. the long, white dropdown menu just below your login information is the agency selection menu . if you',
217:'should happen to have user accounts for more than one agency within ginvoicing, you may switch to another agencys information',
218:'by selecting a different agency name from this dropdown menu. to the left of the agency selection dropdown menu, you',
219:'will be provided with the following dropdown menus depending on the roles and permissions you hold in your ginvoicing user',
220:'account: home : clicking on this will always return you to the ginvoicing welcome page. requesting agency : this dropdown',
221:'menu provides links to requesting agency gt&cs, orders, performance, and a quick link to the create gt&c page. servicing agency',
222:':this dropdown menu provides links to servicing agency gt&cs, orders, performance, and a quick link to the create gt&c page.',
223:'administration : this dropdown menu will only display for users who hold ginvoicing administrator rights in their user accounts i.e.,',
224:'user administrator, organization administrator, etc., and may provide links to the manage organization groups, manage agency accounts, manage users, and',
225:'manage system users pages, depending on the specific administrator roles a user holds and how their overall agency account is',
226:'configured. reports : the reports link near the top of each page in ginvoicing will be visible to all users.',
227:'however, only performancerelated reports are available to run at this time, and only users who hold performancerelated roles in their',
228:'user accounts will have access to the current performance reporting functionality from the reports section. reporting functionality will be available',
229:'for other documents gt&cs and orders out of the reports section in future ginvoicing releases. the reports section in ginvoicing',
230:'provides a more advanced reporting capability than what is offered from the export summary and export details options on the',
231:'document summary list pages. help : the dropdown menu will display various options for viewing online help , depending on',
232:'the roles and permissions you hold in your ginvoicing user account. from the help menu, users may also access the',
233:'user profile box, glossary of user roles page, alc search box, and agency release notes from the most recent ginvoicing',
234:'deployment. log off : logs the user out of their current ginvoicing session. in the news and information section, users',
235:'may review ginvoicingrelated news items. normally, these will be notices regarding scheduled future maintenance , or any information dealing with',
236:'known system issues. to view an entire message, click on the arrow to the immediate left of any message title.',
237:'after reviewing the message, you may collapse it by clicking on the arrow once again. in the user profile information',
238:'section on the right side of the page, users may review all of the information currently configured for their own',
239:'ginvoicing user account, up to and including: their personal contact information the name and email address of the agency user',
240:'administrator assigned to their user account the groups they are assigned to, and the roles they have been assigned within',
241:'those groups users may also bring up their user profile information on any page within ginvoicing by clicking on the',
242:'help dropdown menu near the upper right corner of the page, and then selecting user profile . the user profile',
243:'information box will appear: you may close the user profile information box at any time by clicking on the x',
244:'in the top right corner of the box. please be advised that users who are named as master administrators in',
245:'ginvoicing will not have their user administrators name or contact information displayed in their user profiles. if a master administrator',
246:'should need to know who their user administrator is, they should contact the treasury support center for assistance. 2 users',
247:'whose agencies have been configured for gt&c workflow and who hold the gt&c workflow reviewer role in their ginvoicing user',
248:'accounts will see something similar to the following on their home pages: the welcome screen for users whose agencies have',
249:'been configured for gt&c workflow will see all of the items mentioned above, plus the following: work basket : displays',
250:'the number of critical work items that need to be addressed, work items in progress , and completed work items',
251:'. you may click on the gt&c of any item in the work basket to access a gt&c. a gt&c',
252:'is considered a critical item when it is 4 days or less of meeting its service level agreement sla date.',
253:'the sla date is an element of workflow routing rules, which are configured by agency gt&c workflow configuration managers when',
254:'they build out a workflow sequence. any questions regarding sla dates should be addressed to one of your agencys gt&c',
255:'workflow configuration managers. for a more detailed list of gt&c workflow items, click on the go to work items home',
256:'page link in the righthand corner of the work basket section to bring up the work item dashboard : you',
257:'may click on the gt&c of any item on the work item dashboard to access a gt&c. each gt&c presented',
258:'in the work basket will display either req or srv to the right of it, which indicates which trading partner',
259:'needs to perform the work: the requesting agency or the servicing agency. this is especially helpful to agencies that create',
260:'documents where they are named as both the requesting agency and servicing agency on. the gray ovals with white numbers',
261:'in them that display to the right of any gt&c in either the work basket or the work item dashboard',
262:'indicate the number of days left until the sla for the item expires. hovering over the gray ovals with your',
263:'cursor will display a short message: gt&c workflow through gt&c workflow , agencies may route gt&cs to specific organization groups',
264:'within their own agency accounts based on rules that the agencies create and manage themselves. gt&c workflow is only available',
265:'for gt&cs in an internal draft or shared draft status at this time. additional gt&c statuses will be available for',
266:'workflow in a future ginvoicing release. users who have been tasked by their agency to review a gt&c before it',
267:'is shared with a trading partner must hold the gt&c workflow reviewer role in their ginvoicing user account, and that',
268:'role must be assigned to the agency organization group that has been assigned to receive the gt&c through the agencys',
269:'workflow routing rules. in addition, users must also hold at least the requesting agency gt&c viewer or servicing agency gt&c',
270:'viewer roles in their user account to be able to access gt&cs affected by workflow holding either the requesting agency',
271:'or servicing agency gt&c creator or gt&c manager roles will also grant access to gt&cs that fall under workflow. the',
272:'reviewer must have at least one of those gt&crelated roles assigned in the organizational group hierarchy for their agency preferably',
273:'at the top of the organization which will grant them access to the gt&cs they may be assigned to review.',
274:'users who require the gt&c workflow reviewer role should contact the agency user administrator assigned to their user account for',
275:'additional information and/or actual assignment of the role. for any questions regarding an agencys workflow configuration and routing rules, users',
276:'should contact one or more of their agencys gt&c workflow configuration managers for assistance. about notifications an agency user administrator',
277:'determines which email notifications you can receive from ginvoicing documents based on your roles and permissions, and can add or',
278:'remove notification subscriptions from your user account. to request a notification be assigned to or removed from your user account,',
279:'please contact one of your agencys ginvoicing user administrators . note : ginvoicing only sends notifications to the email address',
280:'associated with your user id. ginvoicing does not send notifications to multiple email addresses or group email boxes. the information',
281:'in the table below describes the currently available notification types: notification name description gt&c created or changed notification ginvoicing sends',
282:'this notification to either the subscribed requesting agency or servicing agency user when a gt&c creation or modification occurs by',
283:'either agency. order created or changed notification ginvoicing sends this notification to either the subscribed requesting agency or servicing agency',
284:'user when an order creation or modification occurs by either agency. performance created ginvoicing sends this notification to either the',
285:'subscribed requesting agency or servicing agency user when a performance creation occurs by either agency. gt&c workflow item assigned notification',
286:'ginvoicing sends this notification to either the subscribed requesting agency or servicing agency user when action is required on a',
287:'gt&c based on workflow rules. this notification is only available to agencies that have gt&c workflow configured in their agency',
288:'accounts. the table below outlines which users will receive notifications based on the actions taken on any given gt&c and',
289:'the role they hold in their ginvoicing user accounts: glossary of ginvoicing user roles a list of roles and their',
290:'descriptions that are currently available to be assigned to individual user accounts within ginvoicing is available for viewing. to have',
291:'a role assigned or removed from your ginvoicing user account, please speak to the agency user administrator currently assigned to',
292:'your user account. to display the glossary of ginvoicing user roles : 1. log in to ginvoicing. 2. click on',
293:'the help dropdown menu located near the top right portion of the page and select glossary of user roles .',
294:'3. the glossary of user roles will display. you may search/filter for specific roles or descriptions by using the search',
295:'fields directly below the role name and role description column headers. for example, if you wanted to search for all',
296:'of the role descriptions that include the word initial in them, you would type initial in the role description search',
297:'field: searching for an agency alc before adding or removing an agency location code alc to a document in ginvoicing,',
298:'a user may want to view a list of all agency alcs currently available in ginvoicing. how to search for',
299:'an agency alc: 1. log in to ginvoicing. 2. in the upper righthand corner of the page, click on the',
300:'help dropdown menu. 3. select alc search . 4. the alc search screen will appear. the information in each column',
301:'may be toggled from increasing or decreasing order by clicking on the up and down arrows in each column header.',
302:'to filter the results, use the search bars with the magnifying glass icons below each column header. for example, if',
303:'you wanted to only display all of the alcs that used the name department of justice, you would type in',
304:'justice in the search field under the alc name column: to close out the alc search, click on the x',
305:'in the upper righthand corner of the alc search screen. please note that alcs belonging to agencies that have not',
306:'been onboarded to ginvoicing may be assigned to the trading partner queue agency account. trading partner queue and trading partner',
307:'directory the trading partner queue tpq is a ginvoicing agency account made up of federal trading partners aka us government',
308:'agencies that are in queue/waiting to onboard to ginvoicing. the tpq account is managed by the united states department of',
309:'the treasury bureau of the fiscal service and provides agencies with existing accounts in ginvoicing the opportunity to initiate general',
310:'terms & conditions gt&cs agreements with their missing trading partners. at this time, any gt&c created with an agency in',
311:'the trading partner queue cannot progress beyond a shared draft status. these shared draft gt&cs will be retained in ginvoicing',
312:'and will be made available to the missing trading partner when their agency’s account has been created in ginvoicing. after',
313:'that time, the shared draft gt&cs can continue to be brokered by both trading partners. how to create a gt&c',
314:'with a trading partner whose alc is located in the trading partner queue : 1. from the partner information portion',
315:'of any given gt&c that you are creating, click on the agency account field in either the requesting agency or',
316:'servicing agency sections and select trading partner queue from the dropdown menu. 2. select the appropriate group name . 3.',
317:'select the proper alc for the agency you would like to create a gt&c with. you may view a list',
318:'of available alcs in ginvoicing at any time from the alc search function. the trading partner directory tpd is a',
319:'document maintained outside of ginvoicing. the tpd includes uptodate information on: federal trading partners’ ginvoicing onboarding status igt buy/sell agency',
320:'location codes alcs agency ids aids ginvoicing agency account names the trading partner directory may only be accessed via the',
321:'us office of management and budget omb max website . for convenience, you may click here to reach the trading',
322:'partner directory within the omb max site. please note that you must have an omb max account to be able',
323:'to log into the site, and you may need additional software i.e., tableau reader to view certain documents. users who',
324:'do not have an omb max account may request one from the max home page. for any omb maxrelated account',
325:'or login issues, please contact the omb max team directly at: phone: 2023956860 email: maxsupport@max.gov omb max team support hours:',
326:'mf, 8:30am9:00pm est / satsun, 9:00am to 6:00pm est for any questions or concerns regarding trading partner directory content, please',
327:'email the united states department of the treasury bureau of the fiscal service directly at igt@fiscal.treasury.gov about gt&cs the interagency',
328:'agreement iaa form 7600a is the recommended standard paper form used for reimbursable agreements between two agencies. patterned after the',
329:'iaa 7600a form, the ginvoicing gt&c general terms and conditions is an electronic form that contains the agreement sections of',
330:'the iaa, and supports all related orders. the agency that is purchasing goods or services is the requesting agency. the',
331:'agency providing the goods or services is the servicing agency. either the requesting agency or the servicing agency can initiate',
332:'gt&cs. the requesting agency and servicing agency work together to approve the gt&c. to complete the form, both parties must',
333:'electronically approve the gt&c. the agency creating the gt&c will be responsible for entering the trading partners name, their agency',
334:'id aid, and their alc. a brief representation of the intragovernmental igt buy/sell transaction lifecycle: the information entered on the',
335:'gt&c pages corresponds to the information contained in the paper version of the 7600a form except for organization groups also',
336:'known simply as groups. groups are the primary way agencies grant user access to documents within ginvoicing, and are normally',
337:'based on each agencys organizational needs. in addition, the cost center, business unit, and department id fields on a gt&c',
338:'are free form and optional, and may also be used by agencies for specific purposes unique to them. for example:',
339:'business units can be a segment of a company, such as accounting. cost centers can be units within an organization',
340:'where managers are responsible for associated costs and for adhering to a budget. cost centers are an expense for the',
341:'organization. department ids can be a part of a larger organization with a specific responsibility or devoted to one of',
342:'several major tasks ginvoicing provides some of the required information for the agency based on the partnerships the agency has',
343:'already created, such as the alc and agency id, thus reducing the risk of data entry error. however, if either',
344:'agency has more than one alc or has multiple groups, the agency must select the appropriate codes when creating the',
345:'gt&c. to create a gt&c, an agency administrator must assign an agency user at least one of the following roles:',
346:'requesting or servicing gt&c manager permits an agency user to create, edit, delete, modify, view, and share gt&c agreements. requesting',
347:'or servicing gt&c creator permits an agency user to create, edit, delete, modify, and view gt&c agreements. in addition, each',
348:'gt&crelated role that is granted to a user must have at least one group assigned to it. for additional information',
349:'regarding user roles, groups, and gt&c access, please contact one of your agency’s user administrators. note: gt&cs must be created',
350:'manually through the online ginvoicing application user interface ui. they may not be created through an agencys enterprise resource planning',
351:'erp program. about gt&c access : a users ability to access, view, and work on existing gt&cs is based on',
352:'a number of factors: the gt&c uses a primary group that the user has access to within their own agency.',
353:'the user must be assigned to that group through their ginvoicing user account, and must also have one or more',
354:'gt&crelated roles assigned to that group in their user account. the creating agency must share a gt&c with the trading',
355:'partner before the trading partner has access to the document whether the document inheritance indicator dii on the gt&c is',
356:'set to yes or no users will not have access to gt&cs that have been deleted. there may be situations',
357:'where a user has the ability to view a gt&c, but not perform any work on it. these gt&cs will',
358:'display an “o” icon in the users gt&c summary lists to the right of their gt&c number: users are automatically',
359:'granted view access to gt&cs that are created from groups above and below the user’s assigned groups within their agency’s',
360:'overall organization group hierarchy. whether or not they have the ability to perform work on those gt&cs will depend on',
361:'how their agency has configured their agency account. for instance, the screen shot below shows a group hierarchy from an',
362:'agency account. in this example, an agency has a user that is only assigned to one group within their agency,',
363:'detroit , and they have one of the gt&c manager roles assigned to that group in their user account. the',
364:'user in this example may view and perform work on any gt&c that uses the group from their agency called',
365:'detroit on it as the primary group: the sample user in this case would be able to view gt&cs that',
366:'use the groups called hq, north, or ann arbor on them as the primary group, but they would not have',
367:'the ability to perform any work on them. the groups that do not have a red circle or green rectangle',
368:'surrounding them are groups that the user in our example would not have any access to because they are not',
369:'above or below detroit in their agencys group hierarchy. in the event a gt&c has its dii set to ”no”,',
370:'a user will have the ability to create an order off of the gt&c if: the user holds one or',
371:'more of the appropriate orderrelated roles in their user account the users appropriate orderrelated roles are assigned to a group',
372:'that is used as a subordinate group on the gt&c. gt&cs that meet the subordinate group criteria noted above will',
373:'also display an “o” icon next to their gt&c numbers in a users gt&c summary lists. requesting agency gt&c summary',
374:'page as the requesting agency, you will use the gt&c summary page to view and manage all of the gt&cs',
375:'you have established with servicing agencies. how to access gt&cs within ginvoicing : 1. click on the requesting agency dropdown',
376:'menu. 2. click on gt&c . the gt&c summary page will appear. from this page, you should be able to',
377:'access gt&cs based on the roles and groups that have been assigned to your ginvoicing user account. depending on the',
378:'number of gt&cs any given agency has entered into the system, it may take a few moments for the list',
379:'of gt&cs to fully load. if a giant blank space appears under the gt&c subtab after you click on it,',
380:'and none of the gt&c columns, rows, or buttons appear like they do in the screen shot below, please click',
381:'here for instructions. the information displayed on the gt&c summary page is organized into eight default columns that include gt&cs',
382:'that are in any status. to narrow the amount of gt&cs that are visible on the summary page at any',
383:'given time, to adjust how the gt&cs are organized on the page, or to display additional columns, please see the',
384:'searching for gt&cs section. gt&c summary list the following table describes the information displayed on the gt&c summary list: column',
385:'name description gt&c click on any gt&c to view the agreement. once a gt&c is saved for the very first',
386:'time, the system will autogenerate a gt&c number for the document. ginvoicing autogenerates the gt&c number in the format of',
387:'a literal, plus 4 digits for the current calendar year and month, plus 3 digits for the requesting agency id,',
388:'plus 3 digits for the servicing agency id, plus 6 digits for a sequence number which starts at 1 and',
389:'increments for every new gt&c. the sequence number restarts every month at 1. the modification number appears after the decimal,',
390:'and increases with each change to the gt&c. for example, gt&c a1410 010020000001.2 is a document that has been modified',
391:'twice. a paperclip icon displaying to the right of a gt&c indicates that the gt&c has one or more attachments',
392:'added to it. an o icon displaying to the right of a gt&c indicates a document that a user has',
393:'access to view, but not has permission to perform any work on, based on the primary group used on the',
394:'gt&c and how the organization group hierarchy is configured for any given agency account. in the event a group a',
395:'user has access to through their user account is used as a subordinate group on a gt&c, a user will',
396:'be able to view and possibly create an order off of it depending on the roles they hold in their',
397:'user account. title the descriptive name given to any gt&c by a requesting or servicing agency. agreement start date the',
398:'agreement start date represents the date the agreement between two agencies begins. agreement end date the agreement end date represents',
399:'the date the agreement between two agencies ends. trading partner the name of the servicing agency on the gt&c. requesting',
400:'group the name of the requesting agency organization group that the gt&c is being associated with. servicing group the name',
401:'of the servicing agency organization group that the gt&c is being associated with. estimated total amount the sum of the',
402:'total direct cost amount of the gt&c plus total overhead fees and charges amount of the gt&c, if any. total',
403:'remaining amount total remaining amount to obligate. status displays the current status of the gt&c: internal draft a saved draft',
404:'of the gt&c that can be edited or completed at a later time. note: gt&cs that are in an internal',
405:'draft status are not visible to servicing agencies. an r icon next to the words internal draft in the summary',
406:'list status column means that the internal draft was once shared with a trading partner, but the gt&c was returned',
407:'to the agency that created it without being rejected. shared draft the agency that created the gt&c has sent a',
408:'draft of the gt&c to the trading partner for review pending approval the requesting agency and/or servicing agency has yet',
409:'to fully approve the gt&c. when a gt&c is in a pending approval status, indicators in the status column will',
410:'display whether or not initial or final approvers from either the requesting req or servicing srv agencies have taken action',
411:'on the gt&c: one check : gt&c has been initially approved two checks : gt&c has been finally approved one',
412:'x: has not been approved by the final approver two xs: has not been approved by either the initial or',
413:'final approver open for orders the gt&c is currently active, and can be used to obtain goods and/or services rejected',
414:'– an agency approver has rejected the gt&c closed the gt&c is no longer available to take action on. servicing',
415:'agency gt&c summary as the servicing agency, you will use the gt&c summary page to view and manage all of',
416:'the gt&cs you have established with requesting agencies. how to access gt&cs within ginvoicing : 1. click on the servicing',
417:'agency dropdown menu. 2. click on gt&c . the gt&c summary page will appear. from this page, you should be',
418:'able to access gt&cs based on the roles and groups that have been assigned to your ginvoicing user account. depending',
419:'on the number of gt&cs any given agency has entered into the system, it may take a few moments for',
420:'the list of gt&cs to fully load. if a giant blank space appears under the gt&c subtab after you click',
421:'on it, and none of the gt&c columns, rows, or buttons appear like they do in the screen shot below,',
422:'please click here for instructions. the information displayed on the gt&c summary page is organized into eight default columns that',
423:'include gt&cs that are in any status. to narrow the amount of gt&cs that are visible on the summary page',
424:'at any given time, to adjust how the gt&cs are organized on the page, or to display additional columns, please',
425:'see the searching for gt&cs section. gt&c summary list the following table describes the information displayed on the gt&c summary',
426:'list: column name description gt&c click on any gt&c to view the agreement. once a gt&c is saved for the',
427:'very first time, the system will autogenerate a gt&c number for the document. ginvoicing autogenerates the gt&c number in the',
428:'format of a literal, plus 4 digits for the current calendar year and month, plus 3 digits for the requesting',
429:'agency id, plus 3 digits for the servicing agency id, plus 6 digits for a sequence number which starts at',
430:'1 and increments for every new gt&c. the sequence number restarts every month at 1. the modification number appears after',
431:'the decimal, and increases with each change to the gt&c. for example, gt&c a1410 010020000001.2 is a document that has',
432:'been modified twice. a paperclip icon displaying to the right of a gt&c indicates that the gt&c has one or',
433:'more attachments added to it. an o icon displaying to the right of a gt&c indicates a document that a',
434:'user has access to view, but not has permission to perform any work on, based on the primary group used',
435:'on the gt&c and how the organization group hierarchy is configured for any given agency account. in the event a',
436:'group a user has access to through their user account is used as a subordinate group on a gt&c, a',
437:'user will be able to view and possibly create an order off of it depending on the roles they hold',
438:'in their user account. title the descriptive name given to any gt&c by a requesting or servicing agency. agreement start',
439:'date the agreement start date represents the date the agreement between two agencies begins. agreement end date the agreement end',
440:'date represents the date the agreement between two agencies ends. trading partner the name of the requesting agency on the',
441:'gt&c. requesting group the name of the requesting agency organization group that the gt&c is being associated with. servicing group',
442:'the name of the servicing agency organization group that the gt&c is being associated with. estimated total amount the sum',
443:'of the total direct cost amount of the gt&c plus total overhead fees and charges amount of the gt&c, if',
444:'any. total remaining amount total remaining amount to obligate. status displays the current status of the gt&c: internal draft a',
445:'saved draft of the gt&c that can be edited or completed at a later time. note: gt&cs that are in',
446:'an internal draft status are not visible to servicing agencies. an r icon next to the words internal draft in',
447:'the summary list status column means that the internal draft was once shared with a trading partner, but the gt&c',
448:'was returned to the agency that created it without being rejected. shared draft the agency that created the gt&c has',
449:'sent a draft of the gt&c to the trading partner for review pending approval the requesting agency and/or servicing agency',
450:'has yet to fully approve the gt&c. when a gt&c is in a pending approval status, indicators in the status',
451:'column will display whether or not initial or final approvers from either the requesting req or servicing srv agencies have',
452:'taken action on the gt&c: one check : gt&c has been initially approved two checks : gt&c has been finally',
453:'approved one x: has not been approved by the final approver two xs: has not been approved by either the',
454:'initial or final approver open for orders the gt&c is currently active, and can be used to obtain goods and/or',
455:'services rejected – an agency approver has rejected the gt&c closed the gt&c is no longer available to take action',
456:'on. searching for a gt&c from the gt&c summary page , you may search for gt&cs based on a variety',
457:'of criteria and may use filters to narrow the search results even further. how to search for gt&cs: 1. click',
458:'on either the requesting agency or servicing agency dropdown menus. 2. click on gt&c . the gt&c summary page should',
459:'appear. note: depending on the number of gt&cs any given agency has recorded in the system, it may take a',
460:'few moments for the list of gt&cs to load on the summary page. 3. use the boxes beneath each column',
461:'name gt&c, title, status, etc. to filter the gt&cs that appear on the page. for example, if you are searching',
462:'for a single gt&c number such as a210701700170005796, you can just type in the number 6 in the box below',
463:'the gt&c column name, and the system will display all of your gt&cs that contain “6” in their numbers: note',
464:': if you are attempting to search by a full gt&c, be sure to leave off the decimal point and',
465:'anything after the decimal point. for example, if you are searching for gt&c a20040200200002796.1, you would just enter a2004 0200200002796',
466:'into the search field. the system will not recognize a gt&c with a decimal point. the status column includes a',
467:'dropdown menu that allows you to filter on a specific gt&c status: you may select more than one specific status',
468:'value at a time. if you wish to narrow the number of columns visible on the gt&c summary page, click',
469:'on the selectable columns box and select/deselect the columns you would like to add or remove from view: note: if',
470:'you decide to filter a gt&c search based on a given column value and then decide to hide that column',
471:'from the gt&c summary page, the system will still retain the search filter, even though it may not be visible',
472:'on the screen. for example, if you performed a search based on a specific title, then decided to remove the',
473:'title column from your view on the screen, the system will still display the search results based on the specific',
474:'title you have selected as filter. in addition, if you select one or more filters on the gt&c summary page,',
475:'move to another page, then return to the gt&c summary page within the same log in session, ginvoicing will retain',
476:'the filters selected on the gt&c summary list page. to clear out all filters you may have selected, click on',
477:'the clear filters button located on top right portion of the gt&c summary list box. additional items to keep in',
478:'mind: the up and down arrows located to the right of the column names allow you to arrange the information',
479:'that appears in the columns by alphanumerical order atoz/ztoa or lowesttohighest/highesttolowest. if you select one or more filters on the',
480:'gt&c summary page, move to another page within the system, then return to the gt&c summary page within the same',
481:'log in session, ginvoicing will retain the filters selected on the gt&c summary list page. gt&cs in any draft status',
482:'will only appear for the agency that created it. for example, if a gt&c was created by a requesting agency,',
483:'it will not appear in the summary list for the servicing agency until it is shared with them. gt&cs that',
484:'you have access to if the document inheritance indicator dii on them is set to no will display an o',
485:'icon to the right of their gt&c: an o icon displaying to the right of a gt&c indicates a document',
486:'that a user has access to view, but does not have the permission to perform any work on, based on',
487:'the primary group used on the gt&c and how the organization group hierarchy is configured for any given agency account.',
488:'in the event a group a user has access to through their user account is used as a subordinate group',
489:'on a gt&c, a user will be able to view and possibly create an order off of it depending on',
490:'the roles they hold in their user account. viewing gt&c details to view additional details for each gt&c, requesting and',
491:'servicing agencies may click on any gt&c from the gt&c summary page. as a default, the partner information section for',
492:'the gt&c will display first. each section of the gt&c will appear on the lefthand side of the page: click',
493:'on any of the section names on the lefthand side of the page to access the following: section name description',
494:'partner information displays alcs for the requesting and servicing agencies, along with any group or reference data i.e., cost center,',
495:'business unit, and department id information used on the gt&c. header/detail displays information such as requesting agency and servicing agency',
496:'tracking numbers, termination days, agreement type, total direct cost amount, etc. agreement information displays information such as the explanation of',
497:'overhead fees and charges, roles, restrictions, clauses, etc. approvals displays the contact information for the gt&c initial and final approvers.',
498:'creating, saving, and sending a gt&c on for approval there are four major parts to creating a gt&c in ginvoicing:',
499:'part 1: the agency requesting or servicing creating the form completes the partner information section i.e., gt&c title, agreement start',
500:'and end dates, agency name, alcs, etc.. part 2: from the header/details section, the initiating agency adds the details to',
501:'the gt&c termination days, agreement type, total direct cost amount, etc.. from the agreement information section, agencies may enter information',
502:'such as scope, restrictions, and clauses. once those two sections are completed, the gt&c is shared with the partner agency;',
503:'once the document is shared, the initiating agency will generally not be able to edit the gt&c until it is',
504:'either sent back to it by the trading partner to be corrected, is rejected during the approval process, or moves',
505:'to an open for orders status. if your agencys ginvoicing account has been configured with an active version of gt&c',
506:'workflow , and the gt&c itself falls within the routing rules of the active workflow, the document will be required',
507:'to be reviewed and accepted by one or more members of your agency before it may be shared with the',
508:'trading partner. part 3: the trading partner the agency that did not initiate the gt&c enters their information on the',
509:'gt&c before submitting it for approval . part 4: the requesting and servicing agencies must both electronically approve the gt&c',
510:'please see the topics approving or rejecting a gt&c for further information. note: the following procedures explain how to create',
511:'a gt&c as the requesting agency , as it is the most common way gt&cs are created. to create a',
512:'gt&c as a servicing agency , you would log in to ginvoicing, then click on the servicing agency submenu. once',
513:'the servicing agency gt&c summary page appears, you would follow the instructions noted below. please note that while the instructions',
514:'for creating a gt&c as a servicing agency are very similar to the ones as a requesting agency, some fields',
515:'will not be available to the servicing agency as they are meant to be filled out by the requesting agency',
516:'only. critical note : during the create process, gt&cs do not selfsave. if you are creating a gt&c and should',
517:'happen to move out of the gt&c subtab without saving the document as a draft first, the gt&c will not',
518:'be retained, and you will need to start the document over from scratch. for instructions on how to save a',
519:'gt&c as a draft as a requesting agency , please see here . for instructions on how to save a',
520:'gt&c as a draft that was initiated by the partner agency , please see here . once a gt&c is',
521:'saved for the very first time, the system will autogenerate a gt&c number for the document. ginvoicing autogenerates the gt&c',
522:'number in the format of a literal, plus 4 digits for the current calendar year and month, plus 3 digits',
523:'for the requesting agency id, plus 3 digits for the servicing agency id, plus 6 digits for a sequence number',
524:'which starts at 1 and increments for every new gt&c. the sequence number restarts every month at 1. the modification',
525:'number appears after the decimal, and increases with each change to the gt&c. for example, gt&c a1410010020000001.2 is a document',
526:'that has been modified twice. how to create a gt&c as the requesting agency – part 1: note : the',
527:'agency that initiates the gt&c fills out requesting agency and servicing agency information to begin the gt&c. please be aware',
528:'that the total estimated amount and total remaining amount will not display near the top right portion of the gt&c',
529:'page until you enter a numerical value in to the total direct cost amount field located in the header/detail section',
530:'of the gt&c and save the document as an internal draft see how to create the gt&c as the requesting',
531:'agency – part 2 for more information. 1. from the requesting agency dropdown menu, click on gt&c . the gt&c',
532:'summary page will display. 2. click the create gt&c button at the top of the gt&c summary list . the',
533:'create gt&c user interface ui will appear. as default, the create gt&c function will display the partner information section of',
534:'the gt&c first. the name of your own agency will be autofilled in the agency account field. 3. in the',
535:'gt&c title field near the top of the page, please enter a descriptive name for the gt&c. maximum of 200',
536:'alphanumeric characters. neither ginvoicing nor the united states department of the treasury requires a specific naming convention for gt&c titles,',
537:'however, individual agencies may have their own policies regarding this. if you have any questions about what should be entered',
538:'into this field, please contact one of your agencys ginvoicing administrators directly. 4. click on the empty agreement start date',
539:'field. when the calendar box appears, select the appropriate date. you may use the arrows near the top of the',
540:'calendar box to skip ahead to a future month, or to go back to a previous month. you may also',
541:'click on the month and year dropdown menus to select specific a month or year. alternatively, you may enter a',
542:'date by hand in the open field at the top of the calendar box using this format: yyyymmdd . if',
543:'you would like to select todays date, click on the today button located in the lower left corner of the',
544:'calendar box. to remove any calendar information you may have chosen, click on the clear button in the lower right',
545:'corner of the calendar box. if the month, year, and arrows are not visible to you at the top of',
546:'the calendar box, please lower the zoom level on your internet browser and/or computer screen. note : backdating gt&cs is',
547:'allowed i.e., you may create a gt&c using a start date that is before the current date. 5. click on',
548:'the empty agreement end date field. when the calendar box appears, select the appropriate date. you may use the arrows',
549:'near the top of the calendar box to skip ahead to a future month, or to go back to a',
550:'previous month. you may also click on the month and year dropdown menus to select a specific month or year.',
551:'alternatively, you may enter a date by hand in the open field at the top of the calendar box using',
552:'this format: yyyymmdd . if you would like to select todays date, click on the today button located in the',
553:'lower left corner of the calendar box. to remove any calendar information you may have chosen, click on the clear',
554:'button in the lower right corner of the calendar box. if the month, year, and arrows are not visible to',
555:'you at the top of the calendar box, please lower the zoom level on your internet browser and/or computer screen.',
556:'6. in the requesting agency subsection, your own agency name should automatically be filled in the agency account field. 7.',
557:'click on the dropdown menu arrow in the group name & description field. the group name is displayed first, and',
558:'the description is followed by a dash . instead of searching through the entire list of group names & descriptions,',
559:'you may search for a group name or description by entering it in the search bar field with the magnifying',
560:'glass icon that appears right above the list of group names & descriptions. in addition, clicking on the org button',
561:'to the right of the group name & description field will display a tree view of the agencys organizational group',
562:'structure: if you would like to search for a specific group name to see where if falls in an agency',
563:'organization group structure, type in the name of the group in the search field that says filter by group name',
564:'at the top of the group list. note : if a group does not appear for you in the group',
565:'name & description field and you believe it should, please contact one of your agencys user administrators for assistance. 8.',
566:'the document inheritance indicator dii is set to yes as a default. the dii setting provides flexibility in allowing broader',
567:'access to gt&cs through the child/descendant groups within your agencys organization group structure, and/or by narrowing down child/descendant group access',
568:'to gt&cs within your agencys organization group structure. leaving the dii set to yes will allow child/descendant groups within your',
569:'agencys organizational group structure to be able to access, view, or work on the gt&c depending on the roles the',
570:'users assigned groups hold in their user account. all other groups within your agencys organizational group structure that share the',
571:'alcs with the group selected for the gt&c will appear in the subordinate groups boxes. selecting no on the dii',
572:'will allow you to limit the number of child/descendant groups within your agencys organizational group structure who are able to',
573:'access and view the gt&c. however, through the subordinate groups section, you may grant gt&c access to users who belong',
574:'to one or more of the child/descendant and/or subordinate groups within your agencys organizational group structure who may share the',
575:'alc used on the gt&c based on the roles and groups that are assigned to individual user accounts thus allowing',
576:'agencies the flexibility to narrow the amount of groups and users who can access gt&cs. a user that has access',
577:'to gt&cs through a subordinate group will only be able to create an order off the gt&c as long as',
578:'they hold the appropriate role in their user account requesting order manager or servicing order manager , and depending on',
579:'which trading partner the requesting agency or servicing agency was selected as the order originating partner indicator on the gt&c.',
580:'in addition: each trading partner controls the dii value for their side of the transaction dii is eligible for administrative',
581:'admin changes 9. once a group is selected, a list of available agency location codes alcs will display in the',
582:'available alcs box , which is located in the agency location subsection just below the group name field. note :',
583:'you may select more than one alc if your agency has access to multiple alcs, and you as an individual',
584:'user has access to more than one alc through your ginvoicing user account configuration. however, it is important to note',
585:'that if an order is created off of a gt&c that has multiple alcs entered into it, only a single',
586:'alc may be used on that order. to view a list of all alcs currently assigned to agencies in ginvoicing,',
587:'please see here . to search for an alc : you may manually scroll through the alc list to locate',
588:'the code you are looking for. or you may type in the alc number in the search field that is',
589:'located right above the select an agency code alc list. as you type, the results will be filtered down to',
590:'the exact alc after you have finished entering the complete alc. to select an alc : click on an alc',
591:'from the select an agency code alc list, then click on the blue add button to the right of the',
592:'list. the selected alc should then appear in the selected agency codes list on the right. you may repeat this',
593:'method if you wish to add multiple alcs to the gt&c. to select multiple alcs at one time : press',
594:'the shift key on your keyboard, then click on each alc you wish to add to the gt&c. after you',
595:'have selected all of the alcs you need, click on the blue add button to the right of the list.',
596:'the selected alcs should then appear in the selected agency codes list on the right. to remove an alc from',
597:'the gt&c : click on an alc from the selected agency code list, then click on the blue remove button.',
598:'the alc will no longer display in the selected list and will return to the select an agency code alc',
599:'list on the left. you may repeat this method if you wish to remove multiple alcs from the gt&c. to',
600:'remove multiple alcs at one time : press the shift key on your keyboard, then click on each alc you',
601:'wish to remove from the gt&c. after you have selected all of the alcs you want to remove, click on',
602:'the blue remove button. the selected alcs will appear in the select an agency code alc list on the left.',
603:'10. the subordinate groups section will populate with a list of available groups when the alcs for the requesting agency',
604:'have been selected . the following business rules apply for subordinate group selection: the gt&c is owned and maintained by',
605:'a “primary” group a primary group may share the agreement with subordinate groups subordinate groups must reside in the same',
606:'agency account as the primary group a gt&c manager requires no access to subordinate groups sharing a gt&c requires approval',
607:'by both partners a gt&c manager may designate subordinates when creating a gt&c a gt&c manager may modify a gt&c',
608:'to add subordinates subordinates may be removed through a modification subordinates must contain one or more of the gt&c’s alcs',
609:'a subordinate group’s descendants do not have access to the gt&c through this primary/subordinate relationship this field is limited to',
610:'50 groups the group name is limited to 100 alphanumeric characters to search for a subordinate group : you may',
611:'manually scroll through the subordinate group list to locate the group you are looking for. or, you may type in',
612:'the name of the group in the search field that is located right above the select subordinates list. as you',
613:'type the results will be filtered down to the exact subordinate group after you have finished entering the complete group',
614:'name: to select a subordinate group : click on a subordinate group from the select subordinates list, then click on',
615:'the blue add button to the right of the list. the selected subordinate group should then appear in the selected',
616:'subordinates list on the right. you may repeat this method if you wish to add multiple subordinate groups to the',
617:'gt&c. to select multiple subordinate groups at one time : press the shift key on your keyboard, then click on',
618:'each subordinate group you wish to add to the gt&c. after you have selected all of the subordinate groups you',
619:'need, click on the blue add button to the right of the list. the selected subordinate groups should then appear',
620:'in the selected subordinates list on the right. to remove a subordinate group from the gt&c : click on a',
621:'subordinate group from the selected subordinates list, then click on the blue remove button. the subordinate group will no longer',
622:'display in the selected list and will return to the select subordinates list on the left. you may repeat this',
623:'method if you wish to remove multiple subordinate groups from the gt&c. to remove multiple subordinate groups at one time',
624:': press the shift key on your keyboard, then click on each subordinate you wish to remove from the gt&c.',
625:'after you have selected all of the subordinates you want to remove, click on the blue remove button. the selected',
626:'subordinate groups will appear in the select subordinates list on the left. 11. the cost center , business unit ,',
627:'and department id fields are free form, and are optional. however, anything entered into these fields on the gt&c will',
628:'affect what cost center, business unit, and department id information may be included on an order that is created off',
629:'of it. t o add one or more of these items to a gt&c: click on either the add cost',
630:'center , add business unit or add department id buttons. the add box will appear. type or paste the appropriate',
631:'business units 20 characters maximum, cost centers 35 characters maximum, or department ids 20 characters maximum, one item per line,',
632:'in the add box: click on the blue add business units , add cost centers , or add department ids',
633:'buttons on the bottom of the box to add the items to the gt&c. if you would like to add',
634:'additional data to any of the fields at a later time, click on the add more button to the right',
635:'of each reference data type: the add box will appear, and you may follow the steps noted above to add',
636:'new items to the list. clicking on cancel will return you to the previous gt&c page. to remove any of',
637:'these items from the fields, highlight the item you would like to remove from the gt&c, and click on the',
638:'remove button to the right of the item type: 12. in the servicing agency subsection, click on the dropdown menu',
639:'to the right of agency account and select an agency. instead of having to scroll through the list of agency',
640:'names, you may start to type in the name of an agency in the search bar right above the agency',
641:'name list. as you type, the results will narrow down to the exact agency you are looking for as you',
642:'finish typing in the agency name. note : please ensure that you are searching for the correct agency account name.',
643:'for example, army is listed in ginvoicing as united states army and not department of the army . if you',
644:'type the word army in the search field it will locate united states army, and clicking on united states army',
645:'will add it to the agency account field. if you cannot locate an agency account name, please see the trading',
646:'partner queue and trading partner directory topic. 13. in the servicing agency subsection, click on the dropdown menu arrow for',
647:'the group name & description . the group name is displayed first, and the description is followed by a dash',
648:'. instead of searching through the entire list of group names & descriptions, you may search for a group name',
649:'or description by entering it in the search bar field with the magnifying glass icon that appears right above the',
650:'list of group names & descriptions. if you are unsure of what group to select, please contact the trading partner',
651:'directly. in addition, clicking on the org button to the right of the group name & description field will display',
652:'a tree view of the agencys organizational group structure. 14. to select an agency location code alc , use one',
653:'of the same methods mentioned above in step 9. if you are unsure of what alc to select, please contact',
654:'the trading partner directly. if you need to remove a selected servicing agency alc from the gt&c, please refer to',
655:'step 9 above. you may view a list of available alcs in ginvoicing at any time from the alc search',
656:'function. 15. skip the cost center , business unit , and department id sections for the servicing agency. this information',
657:'may only be filled in by the servicing agency/trading partner once the gt&c is shared with them. how to create',
658:'the gt&c as the requesting agency – part 2: 1. from the column on the far left side of the',
659:'page, click on header/detail . 2. use the information in the table below to complete this portion of the gt&c',
660:'relevant to the requesting agency. please refer to united states department of the treasury form 7600a for additional information on',
661:'the terms used in the gt&c. field name description corresponding field on the iaa 7600a form order originating partner indicator',
662:'this setting determines which trading partner will have the ability to create orders off of the gt&c. from the dropdown',
663:'menu, select either requesting agency or servicing agency . block 3 requesting agency agreement tracking number identifier used to track',
664:'gt&cs in the agencys own enterprise resource planning erp system, or any method used to organize gt&cs outside of ginvoicing',
665:'that has unique identifiers. the agency can use this number to tie to the ginvoicing unique gt&c number. enter a',
666:'number up to 30 alphanumeric characters. note : if you happen to be creating a gt&c as the servicing agency,',
667:'this field will not be available to you, but the servicing agency agreement tracking number will be. servicing agency agreement',
668:'tracking number this field will be unavailable to the requesting agency. identifier used to track gt&cs in the agencys own',
669:'enterprise resource planning erp system, or any method used to organize gt&cs outside of ginvoicing that has unique identifiers. the',
670:'agency can use this number to tie to the ginvoicing unique gt&c number. note : if you happen to be',
671:'creating a gt&c as the servicing agency, this field will be available to you maximum of 30 alphanumeric characters, but',
672:'the requesting agency agreement tracking number will not. termination days enter the number of days during which either party can',
673:'terminate the gt&c. if you do not enter anything in this field, ginvoicing will default this to 30 days. block',
674:'5 agreement type required select one of the following: single order gt&c allows exactly one order creation. multiple orders gt&c',
675:'allows one or more order creations. block 6 advance payment indicator required select one of the following: yes – if',
676:'orders associated with this gt&c can include an advance payment. no – if orders associated with this gt&c cannot include',
677:'an advance payment. block 7 assisted acquisitions indicator required select yes or no from the dropdown menu. if yes is',
678:'selected, then the assisted acquisitions field in the agreement information section of the gt&c is required to be filled out.',
679:'note : once a gt&c has been moved to a shared draft status, this indicator cannot be edited/updated/modified in any',
680:'way. block 8 enforce total remaining amount indicator identifies if ginvoicing should enforce the total value of orders to remain',
681:'below the total amount on the gt&c. if yes is selected, ginvoicing will not allow order total to exceed the',
682:'gt&c total. this is an optional field for agreements outside of ginvoicing. select yes or no from the dropdown menu.',
683:'amount will be calculated as total direct cost amount plus total overhead fees and charges amount. block 9 total direct',
684:'cost amount enter the total direct cost amount, in the format $$$$$$$.cc, up to 15 digits. the amount must be',
685:'equal to or greater than $0.00. block 9 total overhead fees and charges amount enter the total overhead fees and',
686:'charges amount, in the format $$$$$$$.cc, up to 15 digits. the amount must be equal to or greater than $0.00',
687:'block 9 preparer name name of the user who prepared the form. this field is readonly, and will autofill with',
688:'the preparer’s information once the gt&c has been moved to a shared draft status. block 25 preparer phone phone number',
689:'of the user who prepared the form. this field is readonly, and will autofill with the preparer’s information once the',
690:'gt&c has been moved to a shared draft status. block 25 preparer email email address of the user who prepared',
691:'the form. this field is readonly, and will autofill with the preparer’s information once the gt&c has been moved to',
692:'a shared draft status. block 25 3. from the column on the far left side of the page, click on',
693:'agreement information , and if needed, fill out the fields based on information provided in the table below. note :',
694:'users should be mindful of copying and pasting heavily formatted data from external documents into these fields i.e., word documents',
695:'with numbering or bullets contained in it, etc. as the system will often generate an error message due to formatting',
696:'issues. if you should happen to receive an error message in any of the below fields after pasting heavily formatted',
697:'data into them, it is advised that you completely remove all info from the affected field, save the gt&c, then',
698:'attach the related document to the gt&c. please be aware that a gt&c draft must be saved at least one',
699:'time before you will be able to add an attachment to it. additionally, users may expand and contract the size',
700:'of an agreement information field by hovering on the lower right corner of the field until the up/down arrows appear,',
701:'and then dragging the field up or down: field name description corresponding field on the 7600a form explanation of overhead',
702:'fees and charges this field is only accessible to the servicing agency. block 10 scope enter the requesting agency’s scope',
703:'of the work performance for the entire iaa by the servicing agency up to 4,000 alphanumeric characters. you can attach',
704:'the scope/statement of work/memorandum of understanding, which may contain roles and responsibilities. please see the section work with attachments to',
705:'gt&cs for instructions. block 11 roles enter the roles and responsibilities that the requesting agency must carry out to ensure',
706:'the effective management and fulfillment of the iaa requirements up to 4,000 alphanumeric characters. block 12 restrictions state and/or attach',
707:'unique requirements and/or mission specific restrictions specific to this gt&c, up to 4,000 block 14 alphanumeric characters. please see the',
708:'section work with attachments to gt&cs for instructions. assisted acquisitions conditional the agency’s list of organizations offices, bureaus, divisions, etc.',
709:'that are authorized to request or provide acquisition assistance for the general terms and conditions gt&c. up to 4,000 alphanumeric',
710:'characters allowed. if yes was selected as the assisted acquisitions indicator on the gt&c, then this field is required to',
711:'be filled out. note : once a gt&c has been shared with a trading partner, this indicator cannot be edited/updated/modified',
712:'in any way. block 17 requesting agency and 18 servicing agency clauses include any additional requesting agency clauses and any',
713:'amendment clauses up to 4,000 alphanumeric characters. for example, if there is a termination, dispute, or protest clause specifically related',
714:'to this agreement, include it as an attachment. please see the section work with attachments to gt&cs in for instructions.',
715:'blocks 19 and 20 assisted acquisition small business credit clause standard clause: “the servicing agency will allocate the socioeconomic credit',
716:'to the requesting agency for any contract actions it has executed on behalf of the requesting agency.” this field is',
717:'readonly, and will autofill with the above statement once the gt&c has been saved for the first time. block 15',
718:'disputes standard clause: “disputes related to this gt&c and any related orders shall be resolved in accordance with instructions provided',
719:'in the treasury financial manual tfm volume i, part 2, chapter 4700, appendix 5; intragovernmental transaction igt guide, at http://tfm.fiscal.treasury.gov/content/tfm/v1/p2/c470.html',
720:'”. this field is readonly, and will autofill with the above statement once the gt&c has been saved for the',
721:'first time. block 16 critical note : if you are satisfied with the information you have entered into the gt&c,',
722:'please ensure that you save the gt&c as a draft at this point. if you move out of the gt&c',
723:'submenu without saving the document as a draft first, the document will not be retained, and you will need to',
724:'create the gt&c over from scratch. as a reminder, a gt&c number will not generate on the document until you',
725:'save a draft for the first time. how to save and/or share a gt&c as a requesting agency after you',
726:'finish entering gt&c information as a requesting agency, select one of the following: to save a current draft of the',
727:'gt&c without allowing the other trading partner agency to access or view the gt&c, click save internal draft . this',
728:'option is available to users who possess the requesting gt&c creator or the requesting gt&c manager roles, and allows for',
729:'future editing of the gt&c. a gt&c in an internal draft status that has been saved may be deleted at',
730:'any time by a requesting gt&c creator or requesting gt&c manager by clicking the delete button. you cannot delete a',
731:'gt&c that has moved to pending approval status. instead, you may approve or reject the gt&c. after an internal draft',
732:'is saved, users may click on the options box near the top right corner of the gt&c page and select',
733:'audit history , which will display the creation, approval, and modification history for the gt&c. to return to the gt&c',
734:'details page, click the “x” in the top right corner of the audit history box to return to the gt&c.',
735:'you may update an internal draft by making any necessary changes, then clicking update internal draft . to forward the',
736:'gt&c on to the other trading partner agency so that they may access and review the document, click share draft.',
737:'note : this option is only available to users who hold the requesting gt&c manager role. if your agency has',
738:'been configured for workflow , this button will be grayed out until the appropriate number of gt&c reviewers has accepted',
739:'the document. please see the item directly below for more information. if your agency has been configured for workflow ,',
740:'click on the submit for review button on the bottom of the page. a success: workflow review open message will',
741:'display if the gt&c is affected by your agencys active workflow configuration rules. if the gt&c falls outside of your',
742:'agencys active workflow configuration rules, a gt&c workflow review not required message will display, and the share draft button will',
743:'become available to select. please be aware that until the appropriate amount of gt&c reviewers has accepted the gt&c, the',
744:'share draft button on the gt&c will be grayed out, and the document will not be able to be shared',
745:'with the trading partner. once a gt&c has been fully reviewed and accepted by the appropriate number of gt&c reviewers,',
746:'the share draft button will become available, and the gt&c may be shared with the trading partner. a a gt&c',
747:'workflow reviewer has the ability to return a gt&c back to its creators for additional work, if needed. to work',
748:'on a gt&c that has been returned for review , please visit here . b please be aware that gt&cs',
749:'that fall under workflow configuration rules may appear to bypass workflow based on the sequence of actions. for example, if',
750:'workflow is triggered before a gt&c is complete, the rules may not apply at the time of triggering but may',
751:'end up applying at a later date. if a gt&c is updated after workflow is triggered, rules may have already',
752:'been evaluated, and a decision will have been made review or no review based on data at that point in',
753:'time. note : once the gt&c is shared with a trading partner, the requesting agency will no longer be able',
754:'to edit the document until it is either submitted or rejected by the servicing agency. however, it may be deleted',
755:'completely by the requesting agency by clicking the delete button. the option to delete a shared gt&c may only be',
756:'performed by users with the requesting gt&c manager role, and will remove the gt&c completely from the servicing agency’s view.',
757:'once a gt&c has been promoted to pending approval status, it cannot be deleted, but it can be rejected or',
758:'returned by the trading partner please see approving or rejecting the gt&c or returning a gt&c in a draft status',
759:'back to the agency that created it for more details. after you click on the share draft button, one of',
760:'two things will occur: if the gt&c passes the data validation stage, a message stating “success – draft gt&c shared',
761:'with trading partner ” will display, and notifications will be sent to the appropriate servicing agency users if they have',
762:'subscribed to them. if the gt&c does not pass the data validation stage, a message stating “error: data validation failed.',
763:'please correct invalid data ” will appear near the top right corner of the gt&c. if you look on the',
764:'left side of the gt&c page, a red oval will display to the right of one or more section names.',
765:'the number in the middle of the red oval will denote the number of errors that need to be corrected',
766:'within that section before the gt&c can be submitted for approval. for each section that displays a red oval, click',
767:'on the section name to view the specific data/fields that need to be addressed. the items that need to be',
768:'corrected will be underlined in red, along with a brief description of the error provided just below the data/field itself.',
769:'in the example below, there were six errors noted in the header/detail section of the gt&c. clicking on header/detail from',
770:'the menu on the left side of the page revealed that there were a number of fields that were left',
771:'empty, with the text “required ” displayed beneath them. filling out blank required fields and/or correcting information in affected fields',
772:'will remove the red ovals from the section menu on the left side of the page. you may also remove',
773:'the large error message at the top of the gt&c by clicking on the red “x” in the far right',
774:'side of the error message box. when all of the errors have been cleared, click on the share draft button',
775:'to send the gt&c to the servicing agency. if the gt&c passes data validation, notifications will be sent to the',
776:'appropriate servicing agency users via email if they have subscribed to them. how to complete a gt&c initiated by the',
777:'partner agency – part 3: to complete a gt&c, the trading partner agency in this case the servicing agency logs',
778:'into ginvoicing and accesses a gt&c in a shared draft status. the servicing agency reviews and enters any applicable information',
779:'in the agreement fields, and then submits the gt&c to move it to the approval stage. note : an agency',
780:'has the option of returning a gt&c in a shared draft status back to the trading partner that created it',
781:'without having to forward the gt&c on for approvals first. for instructions on how to return a gt&c in a',
782:'shared draft status back to the agency that created it, please click here . critical note : during this process,',
783:'gt&cs do not selfsave. if you are completing a gt&c and should happen to move out of the gt&c submenu',
784:'without saving the document as a draft first, the information you have entered into the gt&c will not be retained,',
785:'and you will need to start over. for instructions on how to save a gt&c as a draft as a',
786:'partner agency, please see here . 1. from the servicing agency dropdown menu, click on gt&c . 2. from the',
787:'gt&c column, click the link for a gt&c in a shared draft status that the servicing agency needs to complete.',
788:'3. the gt&c will open, and will display the partner information section of the document as a default: 4. on',
789:'the partner information page, scroll down to the servicing agency section, and complete the fields described in the table below,',
790:'if applicable. field name description corresponding field on the iaa 7600a form gt&c title required enter a descriptive name for',
791:'the gt&c. block 2 agreement start date required enter the start date for the gt&c or click the calendar button',
792:'to browse for the date. if the month and the arrows are not visible to you on the calendar box,',
793:'please lower the zoom level on your internet browser and/or computer screen. block 4 agreement end date required enter the',
794:'end date for the gt&c or click the calendar button to browse for the date. if the month and the',
795:'arrows are not visible to you on the calendar box, please lower the zoom level on your internet browser and/or',
796:'computer screen. block 4 group name & description required select an appropriate group name from the dropdown menu. the group',
797:'name is displayed first, and the description is followed by a dash . instead of searching through the entire list',
798:'of group names & descriptions, you may search for a group name or description by entering it in the search',
799:'bar field with the magnifying glass icon that appears right above the list of group names & descriptions. in addition,',
800:'clicking on the org button to the right of the group name & description field will display a tree view',
801:'of the agencys organizational group structure. note : if a group does not appear for you in the group name',
802:'& description field and you believe it should, please contact one of your agencys user administrators for assistance. block 1',
803:'document inheritance the document inheritance indicator dii is set to yes as a default. the dii setting provides flexibility in',
804:'allowing broader access to gt&cs through the descendant groups within your agencys organization group structure, or by narrowing down descendent',
805:'group access to gt&cs within your agencys organization group structure. leaving the dii set to yes will allow child/descendant groups',
806:'within your agencys organizational group structure to be able to access, view, or work on the gt&c depending on the',
807:'roles the users assigned groups hold in their user account. all other groups within your agencys organizational group structure, that',
808:'share the alcs with the group selected for the gt&c, will appear in the subordinate groups boxes. selecting no on',
809:'the dii will allow you to limit the number of child/descendant groups within your agencys organizational group structure who are',
810:'able to access and view the gt&c. however, through the subordinate groups section, you may grant gt&c access to users',
811:'who belong to one or more of the child/descendant and/or subordinate groups within your agencys organizational group structure who may',
812:'share the alc used on the gt&c based on the roles and groups that are assigned to individual user accounts',
813:'thus allowing agencies the flexibility to narrow the amount of groups and users who can access gt&cs. a user that',
814:'has access to gt&cs through a subordinate group will be able to create an order off the gt&c as long',
815:'as they hold the appropriate role in their user account requesting order manager or servicing order manager , and depending',
816:'on which trading partner the requesting agency or servicing agency was selected as the order originating partner indicator on the',
817:'gt&c. block 1 agency location code required at least one alc should have already been entered into the gt&c by',
818:'the agency that created it. if updates to the alcs are needed, you may refer to the instructions provided above',
819:'. as of ginvoicing r4.0, more than one alc may be entered into a gt&c. to view a list of',
820:'all alcs currently assigned to agencies in ginvoicing, please see here . block 1 subordinate groupss optional the subordinate groups',
821:'section should populate with a list of available groups if the document inheritance indicator dii has been set to no',
822:'on the gtc, and after the alcs for the requesting agency have been selected. the process for searching, selecting, adding,',
823:'and removing subordinate groups from this section are exactly the same as the ones noted above . this field is',
824:'limited to 50 groups. the group name is limited to 100 alphanumeric characters. block 1 business unit optional enter the',
825:'appropriate business unit 20 characters maximum block 1 cost center enter the appropriate cost center 35 block 1 optional characters',
826:'maximum department id optional enter the appropriate department id 20 characters maximum block 1 the cost center , business unit',
827:', and department id fields are free form, and are optional. however, anything entered into these fields on the gt&c',
828:'will affect what cost center, business unit, or department id information may be included on an order that is created',
829:'off of it. to add one or more of these items to a gt&c: click on either the add business',
830:'unit , add cost center , or add department id buttons. the add box will appear. type or paste the',
831:'appropriate business unit, cost center, or department ids, one item per line, in the add box: click on the blue',
832:'add business units , add cost centers , or add department ids buttons to add the items to the gt&c.',
833:'if you would like to add additional data to any of these fields at a later time, click on the',
834:'add more button to the right of each item type: the add box will appear, and you may follow the',
835:'steps noted above to add new items to the list. clicking on cance l will return you to the previous',
836:'gt&c page. to remove any items from the fields, highlight the item you would like to remove from the gt&c,',
837:'and click on the remove button to the right of the item type: 5. in the column on the lefthand',
838:'side of the page, click on header/detail , and complete or update the available fields as described in the table',
839:'below, if applicable. field name description corresponding field on the 7600a form servicing agency agreement tracking number identifier used to',
840:'track agreements in the agencys own erp if they use the erp for agreements or any method to organize agreements',
841:'outside of ginvoicing that has unique identifiers. the agency can use this number to tie to the ginvoicing unique gt&c',
842:'number. enter a tracking number up to 30 alphanumeric characters. note : if the gt&c has been created by the',
843:'servicing agency, this field will not be available to the requesting agency. requesting agency agreement tracking number identifier used to',
844:'track agreements in the agencys own erp if they use the erp for agreements or any method to organize agreements',
845:'outside of ginvoicing that has unique identifiers. the agency can use this number to tie to the ginvoicing unique gt&c',
846:'number. enter a tracking number up to 30 alphanumeric characters. note : if the gt&c has been created by the',
847:'servicing agency, this field will not be available to them. termination days enter the number of days during which either',
848:'party can terminate the gt&c. if you do not enter anything in this field, ginvoicing defaults to 30 days. block',
849:'5 agreement type required select one of the following: single order gt&c allows exactly one order creation. multiple orders gt&c',
850:'allows one or more order creations. block 6 advance payment indicator select one of the following: yes – if orders',
851:'associated with this gt&c can block 7 required include an advance payment. no – if orders associated with this gt&c',
852:'cannot include an advance payment. assisted acquisition indicator this indicator may only be set by the requesting agency. if yes',
853:'has been selected, then the assisted acquisitions field in the agreement information section of the gt&c is required to be',
854:'filled out. note : once a gt&c has been moved to a shared draft status, this indicator cannot be edited/updated/modified',
855:'in any way. block 8 enforce total remaining amount indicator identifies if ginvoicing should enforce the total value of orders',
856:'to remain below the total amount on the gt&c. if yes is selected, ginvoicing will not allow order total to',
857:'exceed the gt&c total. this is an optional field for agreements outside of ginvoicing. select yes or no from the',
858:'dropdown menu. amount will be calculated as total direct cost amount plus total overhead fees and charges amount. block 9',
859:'total direct cost amount enter the total direct cost amount, in the format $$$$$$$.cc, up to 15 digits. block 9',
860:'total overhead fees and charges amount enter the total overhead fees and charges amount, in the format $$$$$$$.cc, up to',
861:'15 digits. block 9 6. in the column on the lefthand side of the page, click on agreement information ,',
862:'and complete or update the available fields as described in the table below, if applicable. users should be mindful of',
863:'copying and pasting heavily formatted data from external documents into these fields i.e., word documents with numbering, bullets, etc. as',
864:'the system will often generate an error message due to formatting issues. note : users should be mindful of copying',
865:'and pasting heavily formatted data from external documents into these fields i.e., word documents with numbering or bullets contained in',
866:'it, etc. as the system will often generate an error message due to formatting issues. if you should happen to',
867:'receive an error message in any of the below fields after pasting heavily formatted data into them, it is advised',
868:'that you completely remove all info from the affected field, save the gt&c, then attach the related document to the',
869:'gt&c. please be aware that a gt&c draft must be saved at least one time before you will be able',
870:'to add an attachment to it. additionally, users may expand and contract the size of an agreement information field by',
871:'hovering on the lower right corner of the field until the up/down arrows appear, and then dragging the field up',
872:'or down: field name description corresponding field on the iaa 7600a form explanation of overhead fees and charges enter if',
873:'the requesting agency entered an amount in the overhead fees and charges field. block 10 scope this field is only',
874:'accessible to the requesting agency. block 11 roles enter the roles and responsibilities that the servicing agency must carry out',
875:'to ensure the effective management and fulfillment of the iaa requirements, up to 4,000 alphanumeric characters. block 13 restrictions state',
876:'and/or attach unique requirements and/or mission specific restrictions specific to this gt&c, up to 4,000 alphanumeric characters. please see the',
877:'topic work with attachments to gt&cs for instructions. block 14 assisted acquisitions conditional this is required with an assisted acquisition',
878:'agreement. enter the names of organizations authorized to request acquisition assistance for the order, up to 4,000 alphanumeric characters. note',
879:': once the gt&c has moved to a pending approval status, this field cannot be edited/updated/modified in any way. block',
880:'17 requesting agency and block 18 servicing agency clauses enter any additional rules, conditions, regulations, etc., which need consideration or',
881:'will dictate the behavior of any actions taken as part of this agreement up to 4,000 block 20 alphanumeric characters.',
882:'for example: if there is a termination, dispute, or protest clause specifically related to this agreement, include it as an',
883:'attachment. please see the topic work with attachments to gt&cs for instructions. critical note : if you are satisfied with',
884:'the information you have entered into the gt&c, please ensure that you save the gt&c as a draft at this',
885:'point. if you move out of the gt&c submenu without saving the document as a draft first, information you have',
886:'entered into the gt&c will not be retained, and you will need to start over from scratch. how to save',
887:'a gt&c initiated by the partner agency : after you finish entering the servicing agency gt&c information, select one of',
888:'the following: to save a current draft of the gt&c click save shared draft . this option is available to',
889:'users who possess the servicing gt&c creator or the servicing gt&c manager role, and allows for future editing of the',
890:'gt&c by the servicing agency. the updated shared draft will be visible to the requesting agency. once a gt&c is',
891:'saved, users can click on the options box near the top right corner of the gt&c page and select audit',
892:'history to view the audit trail. the audit trail displays the approval and modification history for the gt&c. to return',
893:'to the gt&c, click on the “x” in the top right corner of the audit history box to remove it',
894:'from view. you may update a shared draft by making any necessary changes, then clicking save shared draft . how',
895:'to submit a gt&c for approval : if your agency has been configured for workflow , the submit for approval',
896:'button will be grayed out until the appropriate number of gt&c reviewers has accepted the document. please see the item',
897:'directly below for more information. if your agency has been configured for workflow , and the gt&c you have received',
898:'as a shared draft falls within the active workflow routing rules your agency has created, click on the submit for',
899:'review button on the bottom of the page. a success: workflow review open message will display if the gt&c is',
900:'affected by your agencys active workflow configuration rules. if the gt&c falls outside of your agencys active workflow configuration rules,',
901:'a gt&c workflow review not required message will display. please be aware that until the appropriate amount of gt&c reviewers',
902:'has accepted the gt&c, the submit for approval button on the gt&c will be grayed out, and the document will',
903:'not be able to be submitted for approval. once a gt&c has been fully reviewed and accepted by the appropriate',
904:'number of gt&c reviewers, the submit for approval button will become available, and the gt&c may then proceed with the',
905:'approval process. a a gt&c workflow reviewer has the ability to return a gt&c back to the entity who submitted',
906:'it for additional work, if needed. to work on a gt&c that has been returned for review , please visit',
907:'here . b please be aware that gt&cs that fall under workflow configuration rules may appear to bypass workflow based',
908:'on the sequence of actions. for example, if workflow is triggered before a gt&c is complete, the rules may not',
909:'apply at the time of triggering but may end up applying at a later date. if a gt&c is updated',
910:'after workflow is triggered, rules may have already been evaluated, and a decision will have been made review or no',
911:'review based on data at that point in time. to submit a gt&c for approval: please note that only users',
912:'who hold either the requesting agency gt&c manager or servicing agency gt&c manager roles in their ginvoicing user accounts may',
913:'submit gt&cs for approval. 1. a trading partner the agency that did not create the gt&c locates a gt&c from',
914:'the gt&c summary list that is in a shared draf t status, and clicks on the gt&c to open the',
915:'gt&c. 2. click on submit for approval button on the bottom of the page. 3. click on yes to submit',
916:'the gt&c for approval. clicking on no returns you to the previous gt&c page. 4. after you click on yes,',
917:'one of two things will occur: if the gt&c passes the data validation stage, a message stating success: gt&c submitted',
918:'for approval will display, and notifications will be sent to the appropriate users if they have subscribed to them. if',
919:'the gt&c does not pass the data validation stage, a message stating “error: data validation failed. please correct invalid data',
920:'” will appear near the top right corner of the gt&c. if you look on the left side of the',
921:'gt&c page, a red oval will display to the right of one or more section names. the number in the',
922:'middle of the red oval will denote the number of errors that need to be corrected within that section before',
923:'the gt&c can be submitted for approval. for each section that displays a red oval, click on the section name',
924:'to view the specific data/fields that need to be addressed. the items that need to be corrected will be underlined',
925:'in red, along with a brief description of the error provided just below the data/field itself. filling out blank required',
926:'fields and/or correcting information in affected fields will remove the red ovals from the section menu on the left side',
927:'of the page. you may also remove the large error message at the top of the order by clicking on',
928:'the red “x” in the far right side of the error message box. when all of the errors have been',
929:'cleared, follow the how to submit a gt&c for approval steps above to send the gt&c to the requesting and',
930:'servicing agency approvers. if the gt&c passes data validation, a success: gt&c submitted for approval message will display, and the',
931:'gt&c will be moved to a pending approval status. in addition, notifications will be sent to the appropriate users via',
932:'email if they have subscribed to them. once a gt&c is in a pending approval status, the following actions may',
933:'be taken on it: the requesting agency may add their approvals to it, or they may reject it. the servicing',
934:'agency may add their approvals to it, return it, or reject it. reviewing a gt&c as part of workflow if',
935:'your ginvoicing agency account has been configured for gt&c workflow, and has a workflow version in an active status, gt&cs',
936:'which meet the criteria for the routing rules established by the workflow configuration are required to be reviewed and accepted',
937:'by users within your agency who hold the gt&c workflow reviewer role and at least the requesting agency gt&c viewer',
938:'or servicing agency gt&c viewer roles in their ginvoicing user accounts. users who are unsure as to whether or not',
939:'their agency has been configured for gt&c workflow should contact the user administrator assigned to their ginvoicing user account for',
940:'guidance. if it can be established that an agency has been configured for gt&c workflow, users may contact a member',
941:'from their agency who holds the gt&c workflow configuration manager role for additional information. depending on how your agencys active',
942:'workflow version is configured, a certain number of reviewers are normally required to review and accept the gt&c before it',
943:'becomes available to move on in the process. in addition, each gt&c reviewer must be a separate ginvoicing user. for',
944:'example, if your agencys active workflow version routing rules require that two reviewers must review and accept a gt&c, the',
945:'same person cannot act as both reviewers. gt&c workflow reviewers who wish to receive email notifications when a gt&c requires',
946:'their review should contact their agency user administrator and request that they be subscribed to the gt&c workflow item assigned',
947:'notification through their ginvoicing user account. at this time, gt&c workflow may only be configured for gt&cs that are in',
948:'an internal draft or shared draft status. users who only hold the gt&c workflow reviewer role in their ginvoicing user',
949:'account will not be able to access gt&cs as part of workflow review. gt&c workflow reviewers must also hold at',
950:'least the requesting agency gt&c viewer or servicing agency gt&c viewer roles in their user accounts to access the gt&cs',
951:'for review; users who hold the gt&c workflow reviewer role and who also hold the requesting agency or servicing agency',
952:'gt&c creator or gt&c manager roles will also have access to the gt&cs for review. in addition, the user needs',
953:'the gt&c workflow reviewer role assigned to the review group, and they will need at least one of the gt&crelated',
954:'roles assigned within the organization group hierarchy preferably at the top of the organization that will provide access to the',
955:'gt&cs they may be assigned to view. how to review a gt&c as part of workflow : 1. log into',
956:'ginvoicing. 2. on the welcome page, any gt&c that has been sent for review and requires your attention will appear',
957:'in the work basket box: 3. locate a gt&c in the work basket that you would like to review, and',
958:'click on its gt&c number . alternatively, you may click on the go to work items home page link located',
959:'in the top left corner of the work basket box to display the work item dashboard: the dashboard presents a',
960:'larger version of the work basket, and you may also select a gt&c number to review from there. each gt&c',
961:'presented in the work basket will display either req or srv to the right of it, which indicates which trading',
962:'partner needs to perform the work: the requesting agency or the servicing agency. this is especially helpful to agencies that',
963:'create documents where they are named as both the requesting agency and servicing agency on. the gray ovals with white',
964:'numbers in them that display to the right of any gt&c in either the work basket or the work item',
965:'dashboard indicate the number of calendar days left until the service level agreement sla date for the item expires. hovering',
966:'over the gray ovals with your cursor will display a short message: a document that appears in the critical work',
967:'items to address section of the work basket and the work item dashboard will reach its sla date in four',
968:'calendar days or less. 4. when the gt&c you have selected displays on the screen, it presents the partner information',
969:'section of the document as the default. if you would like to review what has been entered by the gt&c',
970:'creator in the partner information section, click on the view comments button located at the bottom of the page. if',
971:'you would like to review any other portion of the gt&c, click on either header/detail , agreement information , or',
972:'approvals on the left side of the gt&c page, then click on the view comments button. after clicking on view',
973:'comments from any gt&c page, the comments interface appears on the far right side of the page: you will notice',
974:'that in the comments interface, the sections available for comments correspond to the sections displayed on any given gt&c page.',
975:'for example, in the screen shot directly above, the partner information comments interface was opened for the partner information portion',
976:'of the gt&c, which contains gt&c header, requesting agency, and servicing agency information. in the partner information comments interface, you',
977:'are able to add comments in the gt&c header, requesting agency, and servicing agency comments boxes if desired. to add',
978:'comments to other portions of the gt&c, click on either header/detail , agreement information , or approvals from the column',
979:'on the far left side of the gt&c, then click on the view comments button. the gray previous comments boxes',
980:'under each section in the comments interface will display any saved comments with the name of the user who entered',
981:'them and the date and time est the comments were entered. new comments may be added in the white boxes',
982:'located directly beneath the previous comments boxes. from the scroll bar located on the right side of the comments interface,',
983:'you may scroll up and down to see any additional comments boxes that are available for that portion of the',
984:'gt&c. in addition, a scroll bar is available on the far right side of each previous comments box in the',
985:'event multiple and/or lengthy comments are saved into those boxes. to remove the partner information comments interface from view, click',
986:'on the hide comments button on the bottom of the gt&c page. note : hiding the comments does not remove',
987:'any information entered into the comments interface, even if you have not saved the comments. it merely scrolls the interface',
988:'out of view. to cancel out of the partner information comments interface, click on the cancel button at the bottom',
989:'of the interface. note : this will not retain any unsaved comments you may have entered into the interface. please',
990:'be aware of the following: the view comments button will not appear for inactive workflows. the view comments button will',
991:'not appear on gt&cs that are not affected by active workflow. 5. enter comments into any white box in the',
992:'comments interface. note : comments are not required. if you do not wish to enter any comments into the gt&c,',
993:'you may skip down to steps b or c below. however, if you plan on sending the gt&c back to',
994:'its creators for additional work, comments should be entered into the document. after entering comments for any section of the',
995:'gt&c, you have three options available to you: a you may save your comments by clicking the save comments button',
996:'at the bottom of the comments interface. once comments are saved, they will appear in the gray previous comments box',
997:'for that particular section of the gt&c. your name and the date and time est the comments were entered will',
998:'appear at the beginning of the comment: please note that you if you are adding comments to a gt&c, you',
999:'must save the comments before the accept button becomes available to you. b if you are finished adding and saving',
1000:'all of your comments to the gt&c, you may click on the accept button at the bottom of the comments',
1001:'interface, and a success: gt&c workflow accepted message will display. please be advised that if there are additional reviewers required',
1002:'on any given gt&c after you accept it, the gt&c will still display in the work basket on your ginvoicing',
1003:'welcome page as work in progress . after all of the required reviews are completed, the gt&c will appear in',
1004:'the completed work items section of your work basket. c if you would like to return the gt&c back to',
1005:'its creator for additional work, click on the return for review button at the bottom of the comments interface. a',
1006:'success: gt&c workflow review returned for rework message will display. once returned, a user tasked with updating the gt&c itself',
1007:'will be able to click on the view comments button and review any comments/instructions left by the reviewer, and take',
1008:'action on them if needed. note : if a user updates anything on a gt&c that has been returned for',
1009:'review, they do not need to resubmit the gt&c for review. critical note : reviewers may return a gt&c for',
1010:'review even if they have previously accepted the gt&c. however, if all of the required reviewers on a gt&c have',
1011:'accepted the document, a gt&c may not be returned for review. if the submit for review button is clicked on',
1012:'a gt&c that is not affected by active workflow routing rules, a message stating gt&c workflow review not required will',
1013:'display. 6. once all of the required reviewers have accepted the gt&c, the share draft or submit for approval buttons',
1014:'at the bottom of the page become available, and the document may either be shared with the trading partner or',
1015:'submitted for approval by the trading partner. any comments entered into the gt&c during the review process will be available',
1016:'to be viewed by any user who has access to the gt&c. working on a gt&c that has been returned',
1017:'for review through workflow if your agency has been configured for gt&c workflow , a gt&c workflow reviewer has the',
1018:'ability to return a gt&c to users for additional work. how to work on a gt&c that has been returned',
1019:'for review through workflow : 1. log in to ginvoicing. 2. click on either the requesting agency or servicing agency',
1020:'dropdown menus and select gt&c . the gt&c summary list page will appear. 3. locate a gt&c in an internal',
1021:'draft or shared draft status that needs to have additional work performed on it, and click on its gt&c number',
1022:'in the gt&c column. 4. the gt&c will appear, and as a default, the partner information portion of the gt&c',
1023:'will display. click on the view comments button on the bottom of the page. the comments interface will display on',
1024:'the far right side of the page: you will notice that in the comments interface, the sections available to view',
1025:'comments correspond to the sections displayed on any given gt&c page. for example, in the screen shot directly above, the',
1026:'partner information comments interface was opened for the partner information portion of the gt&c, which contains gt&c header, requesting agency,',
1027:'and servicing agency information. in the partner information comments interface, you are able to view comments in the gt&c header,',
1028:'requesting agency, and servicing agency comments boxes. to view comments on other portions of the gt&c, click on either header/detail',
1029:', agreement information , or approvals from the column on the far left side of the gt&c, then click on',
1030:'the view comments button. to remove the comments interface from view, click on the cancel button at the bottom of',
1031:'the comments interface, or click on the hide comments button located at the bottom of the gt&c. 5. make any',
1032:'desired changes to the gt&c, then click on the save internal draft or save shared draft buttons. once saved, the',
1033:'drafts will either be accepted by one or more gt&c workflow reviewers, or will be returned for review if additional',
1034:'changes are needed on the gt&c. 6. after the number of appropriate reviewers have accepted the gt&c, the shared draft',
1035:'or submit for approval buttons become available, and the document may either be shared with the trading partner or submitted',
1036:'for approval by the trading partner. for any questions dealing with the number of workflow reviewers required on any given',
1037:'gt&c, please contact one of your agencys gt&c workflow configuration managers . returning a gt&c in a shared draft status',
1038:'back to the agency that created it returning a gt&c in a shared draft status back to the agency that',
1039:'created it is helpful if the agency that it has been shared with does not want to progress a gt&c',
1040:'all the way to the approval stage just so they can reject it. how to return a gt&c in a',
1041:'shared draft status back to the agency that created it: note : a gt&c that is in a shared draft',
1042:'status may only be returned to the agency that created it by trading partner users who hold either the requesting',
1043:'agency or servicing agency gt&c manager roles. for example, if the requesting agency created the gt&c and shared it with',
1044:'the servicing agency, only the servicing agency would be able to send the document back. 1. from the gt&c summary',
1045:'list , locate a gt&c in a shared draft status that you would like to return to the trading partner',
1046:'that created it. 2. click on the gt&c. 3. at the bottom of the page, click on the return draft',
1047:'button. note : if the return draft button does not appear for you, please contact your agency user administrator to',
1048:'verify that you have the necessary user access to perform the action. 4. the return draft box will appear. in',
1049:'the return draft reason field , enter the reason for the draft being returned. 5. click the return draft button.',
1050:'clicking on cancel returns you to the gt&c. 6. click yes . clicking no returns you to the return draft',
1051:'reason box. 7. a success: gt&c returned to internal draft message will display. on the gt&c itself, the reason for',
1052:'the gt&c being returned will display underneath the gt&c status near the top of the page. once a gt&c has',
1053:'been returned to an internal draft status, it will no longer appear in the gt&c summary list for the agency',
1054:'it was originally shared with. it will only appear in the gt&c summary list for the agency that created it.',
1055:'working with attachments to gt&cs only requesting agency or servicing agency users with the manager, approver, or creator roles assigned',
1056:'to them are able to add attachments to a gt&c. please be aware of the following when working with attachments:',
1057:'file name must be no more than 132 characters, including the file extension .pdf, .docx, etc. the only allowable characters',
1058:'in attachment file names are: lower case letters az, upper case letters az, numbers 0 through 9, dashes, and underscores',
1059:'i.e., a file named gt&c2019mipr$ is not acceptable, but a file named gtc2019mipr is the maximum number of attachments allowed',
1060:'per gt&c is 25 the upload file size limit for all allowable file types is 10mb per file maximum size',
1061:'of all attachments combined per document is 250mb requesting agency or servicing agency managers, approvers, and creators can add attachments',
1062:'to a gt&c in any of the following states: internal draft, shared draft, pending approval, or open for orders file',
1063:'types of .zip, .rar, .cmd, .exe, .bat, and .scr are not allowed as attachments at this time requesting agencies can',
1064:'view servicing agency attachments, but they cannot delete them. servicing agencies can view requesting agency attachments, but they cannot delete',
1065:'them. a gt&c draft must be saved at least one time before an attachment can be added to it. the',
1066:'following file types are accepted by ginvoicing: .doc word .docx word .xls excel .xlsx excel .xlsb excel .ppt powerpoint .pptx',
1067:'powerpoint .ppsx powerpoint .pps powerpoint .txt text .csv text .msg email .eml email .jpg image .gif image .png image .bmp',
1068:'image .pdf image .accdb ms database .mdb ms database how to add attachments to gt&cs: 1. from either the requesting',
1069:'agency or servicing agency dropdown menu, click on gt&c. 2. click on a gt&c . 3. click on the options',
1070:'box on the right side of gt&c page. 4. click attachments to open the attachments box. the attachments box will',
1071:'appear: 5. click on the add attachment button. the upload attachment box will appear: 6. click on the browse button.',
1072:'7. select a file from your machine or local network, then click on the open button. your file and its',
1073:'size will appear directly above the nickname field: 8. in the nickname field, you may type in a name for',
1074:'the document optional. 9. click on the upload button. clicking on the cancel button will remove the file you selected',
1075:'and returns you to the browse function of the upload attachment box. alternatively, you may also click on the small',
1076:'“x” to the right of the file name to cancel the upload and/or remove the file. 10. a success: attachment',
1077:'added message will appear. to close the attachments box, click on the “x” in the top right corner of the',
1078:'box. how to view attachments to gt&cs: 1. from either the requesting agency or servicing agency dropdown menus, select a',
1079:'gt&c from the gt&c summary page that you would like to view, and open it by clicking on the gt&c.',
1080:'2. locate a gt&c from the gt&c summary list and click on the gt&c to open it. 3. from any',
1081:'gt&c section, click on the options box near the top right corner of the page. 4. click on attachments .',
1082:'the attachments box will appear. 5. locate the file you wish to view, and click on its file name .',
1083:'6. click on open to view the file, save to store the file on your machine or network , or',
1084:'cancel to return to the list of attachments. note : this may differ slightly depending on the internet browser being',
1085:'used. how to delete attachments from gt&cs: 1. from either the requesting agency or servicing agency dropdown menus, select a',
1086:'gt&c from the gt&c summary page that you would like to delete an attachment from, and open it by clicking',
1087:'on the gt&c. 2. locate a gt&c from the gt&c summary list and click on the gtc to open it.',
1088:'3. from any gt&c section, click on the options box near the top right corner of the page. 4. click',
1089:'on attachments . 5. locate the file you wish to delete, and click on the garbage can icon for it',
1090:'in the delete column. 6. click on yes to delete the attachment. clicking on no returns you to the list',
1091:'of attachments. 7. a success: attachment deleted message will appear. approving a gt&c the final step part 4 of creating',
1092:'a gt&c is the approval process. once the requesting and servicing agencies have completed their respective portions, the gt&c is',
1093:'sent on for approval, and the requesting and servicing agencies must both electronically approve the gt&c. to initially or finally',
1094:'approve a gt&c, a user must have the requesting agency and/or servicing agency initial or final approver roles assigned to',
1095:'their ginvoicing user account. if subscribed to the intragov gt&c created or changed notification , ginvoicing notifies a requesting agency',
1096:'or servicing agency user when a gt&c is created or modified. to approve a gt&c, a requesting or servicing agency',
1097:'approver accesses the gt&c summary list and selects a gt&c in a pending approval status. when a gt&c is in',
1098:'a pending approval status, the requesting agency and the servicing agency can approve or reject the gt&c. note : a',
1099:'gt&c in a pending approval status cannot be updated. if an update to a gt&c in a pending approval status',
1100:'is needed, a requesting agency or servicing agency approver would need to return or reject the gt&c. once returned or',
1101:'rejected, the gt&c can then be updated, and then resubmitted for approval. note : a gt&c must be initially approved',
1102:'before it can be finally approved . how to approve a gt&c – part 4: 1. a user with either',
1103:'the requesting or servicing initial approver role may log in to ginvoicing and click on either the requesting agency or',
1104:'servicing agency dropdown menu. 2. click on gt&c . the gt&c summary list will appear. 3. from the gt&c column,',
1105:'click on a gt&c with a status of pending approval . ginvoicing will then open the gt&c, and will display',
1106:'the partner information section as a default. 4. from the column on the left side of the page, click on',
1107:'approvals . the approvals section of the gt&c will then display please note that the approve button on the bottom',
1108:'of the page will be grayed out: 5. under the initial approval section, click on the notepad icon to the',
1109:'right of either requesting agency or servicing agency . 6. when the notepad icon is selected, ginvoicing populates the date,',
1110:'signer’s name, email address, and phone number fields with information from the user’s profile. users will not be able to',
1111:'edit these fields. in addition, the approve button turns from gray to blue. 7. enter your occupational title in the',
1112:'title field optional. 8. enter your fax number optional. 9. click the approve button at the bottom of the page',
1113:'. 10. in the confirmation box, click yes to approve the gt&c. clicking on no returns you to the previous',
1114:'page. 11. a success: draft gt&c submitted for approval message will display. please be aware of the following: · once',
1115:'a user with the requesting gt&c initial approver role has approved the gt&c, it will then be available for a',
1116:'user with the requesting gt&c final approver role to approve the gt&c. a final approver will not be able to',
1117:'approve a gt&c until it has been initially approved. · once a user with the servicing gt&c initial approver role',
1118:'has approved the gt&c, it will then be available for a user with the servicing gt&c final approver role to',
1119:'approve the gt&c. a final approver will not be able to approve a gt&c until it has been initially approved.',
1120:'12. if you happen to possess the requesting or servicing gt&c final approver role, the gt&c will remain open for',
1121:'you, and you can proceed to step 22. otherwise, you will be returned to the gt&c summary list. 13. a',
1122:'user with either the requesting or servicing final approver role may log in to ginvoicing and click on either the',
1123:'requesting agency or servicing agency dropdown menu. 14. click on gt&c . the gt&c summary list will appear. 15. from',
1124:'the gt&c column, click on a gt&c with a status of pending approval . ginvoicing will then open the gt&c,',
1125:'and will display the partner information section as a default. 16. from the column on the left side of the',
1126:'page, click on approvals . the approvals section of the gt&c will then display. 17. under the final approval section,',
1127:'click on the notepad icon to the right of either requesting agency or servicing agency . 18. when the notepad',
1128:'icon is selected, ginvoicing populates the date, signer’s name, email address, and phone number fields with information from the user’s',
1129:'profile. users will not be able to edit these fields. 19. enter your occupational title in the title field optional.',
1130:'20. enter your fax number optional. 21. click the approve button at the bottom of the page . 22. in',
1131:'the confirmation box, click yes to approve the gt&c. clicking on no returns you to the previous gt&c page. 23.',
1132:'a success: draft gt&c submitted for approval message will display. after both agencies have fully granted their approvals, ginvoicing will',
1133:'display the gt&c in both the requesting agency and servicing agency gt&c summary lists in an open for orders status.',
1134:'the system will also generate and send the intragov gt&c created or changed notification email to subscribed requesting agency and',
1135:'servicing agency users. note : once a gt&c is approved by either the initial gt&c approver or the final gt&c',
1136:'approver , that same approver may no longer reject a gt&c. rejecting a gt&c please note that once a gt&c',
1137:'is approved by either the initial gt&c approver or the final gt&c approver , that same approver may no longer',
1138:'reject a gt&c. once a gt&c is rejected by either trading partner, both the requesting agency and servicing agency will',
1139:'be able to edit the document. how to reject a gt&c: 1. from the requesting agency or servicing agency tab,',
1140:'click on the gt&c subtab. the gt&c summary list will appear. 2. from the gt&c summary list, locate a gt&c',
1141:'in a pending approval status that you would like to reject, and click on its gt&c. 3. click on the',
1142:'reject button at the bottom of the screen. the reject gt&c box will display: 4. in the reject gt&c reason',
1143:'field, enter the reason for rejecting the gt&c maximum of 1000 characters. 5. click yes to reject the gt&c. clicking',
1144:'cancel will return you to the gt&c itself. 6. the confirmation box will appear. click yes to reject the gt&c.',
1145:'clicking on no will return you to the previous box. 7. a success: gt&c rejected message will appear, and the',
1146:'gt&c will move to a rejected status. resubmitting a rejected gt&c for approval a gt&c in a rejected status may',
1147:'be updated, and then resubmitted for approval. how to resubmit a rejected gt&c for approval: 1. from the requesting agency',
1148:'or servicing agency dropdown menus, click on gt&c . the gt&c summary list will appear. 2. from the gt&c summary',
1149:'list , locate a gt&c in a rejected status that you would like to update and resubmit for approval, and',
1150:'click on its gt&c . 3. make any necessary changes to the gt&c in any of the sections, then click',
1151:'on the update for approval button. 4. in the update for approval box, click yes . clicking on no returns',
1152:'you to the gt&c itself. 5. a success: draft gt&c submitted for approval message will appear, and the gt&c will',
1153:'move to a pending approval status. viewing the gt&c audit history the gt&c audit history displays all of the actions',
1154:'performed on a gt&c: modifications, updates, status changes, the date the changes occurred, and the user id of the person',
1155:'who performed the action on the gt&c. the same information appears on the audit history for both the requesting agency',
1156:'and the servicing agency. note: before ginvoicing release 3.0 , the gt&c audit history record for an attachment was not',
1157:'captured if the gt&c had not been previously saved before an attachment was added to the document. if this occurred',
1158:'on a gt&c, the attachment is recorded in the attachment box with its created time. however, the time stamp on',
1159:'that record will be earlier than the time stamp on the document create record in the gt&c audit history. how',
1160:'to access the gt&c audit history: 1. from the requesting agency tab or servicing agency tab, click the gt&c subtab.',
1161:'2. from the gt&c summary page, click the link in the gt&c column to open a gt&c. 3. from any',
1162:'gt&c page, click on the options button. 4. click on audit history . the audit history box will then appear:',
1163:'the gt&c audit history displays the following information: field name description date date of the action action type of action',
1164:'taken i.e., gt&c submitted or gt&c shared user the user id of the user who performed the associated action comment',
1165:'a brief explanation of the action taken on the gt&c 5. to return to the gt&c, click on the “x”',
1166:'in the top right corner of the audit history box. modifying a gt&c gt&cs with a status of open for',
1167:'orders may be modified by either agency at any time. in addition, gt&cs displaying a status of closed for orders',
1168:', but with dollar amounts available in the total remaining amount to obligate on the gt&c, can still be modified',
1169:'by either agency. gt&c modifications are required to be approved by both agencies . after both agencies approve the changes',
1170:'to a closed gt&c, its status will change from a closed for orders status to an open for orders status.',
1171:'note : if a gt&c has one or more orders created off of it, please be aware of the following:',
1172:'editable fields are determined dynamically depending upon if orders have been created against the gt&c the agreement start date on',
1173:'the gt&c cannot be modified if orders have been created off of the gt&c the agreement end date on the',
1174:'gt&c can be extended to a later date through a modification. however, if you wish to change an agreement end',
1175:'date to one that is earlier than the original agreement end date on the gt&c, you may be limited on',
1176:'a past date range. for example, if a gt&c has an order created off of it with an end date',
1177:'of 12/30/2021 and the gt&c itself has an end date of 12/31/2021, you will only be able to modify the',
1178:'end date on the gt&c to 12/30/2021. if orders have been created against it, the gt&c agreement type will not',
1179:'be modifiable when the enforce total remaining amount indicator is set to ‘yes’ on the gt&c and orders off of',
1180:'it exist, the system will not allow changes to amounts that do not equal or exceed the combined amount of',
1181:'the orders. for example, if you change the total direct cost amount which is a required field if the enforce',
1182:'total remaining amount indicator is set to ‘yes’, ginvoicing updates the total estimated agreement amount: if it is now less',
1183:'than the total remaining amount to obligate, ginvoicing shows the total remaining amount to obligate as a negative figure. ginvoicing',
1184:'will then display an error message when you submit your changes, and will not save your modifications. advanced payment indicator',
1185:'on the gt&c may not be modified from ‘yes’ to ‘no’ when orders exist the alcs on the gt&c may',
1186:'not be modified when orders exist additions to reference data on the gt&c are allowed. however, reference data removals are',
1187:'allowed only when the affected reference data is not listed on an existing order how to modify a gt&c: 1.',
1188:'click the requesting agency or servicing agency dropdown menus, then click on gt&c . the gt&c summary page will appear.',
1189:'2. in the gt&c column, locate a gt&c in an open for orders status that you would like to modify,',
1190:'and click on the gt&c to open the gt&c. 3. from any gt&c page, click on the modify button at',
1191:'the bottom of the screen. 4. the following fields may be edited depending on whether you are the requesting agency',
1192:'or servicing agency unless noted in the list of rules provided above: requesting agency servicing agency requesting business units servicing',
1193:'business units requesting cost centers servicing cost centers requesting department ids servicing department ids gt&c title gt&c title agreement start',
1194:'date agreement start date agreement end date agreement end date termination days termination days agreement type agreement type enforce total',
1195:'remaining amount indicator enforce total remaining amount indicator total direct cost amount total direct cost amount total overhead fees and',
1196:'charges amount total overhead fees and charges amount advance payment indicator advance payment indicator scope explanation of overhead fees and',
1197:'charges requesting roles servicing roles restrictions restrictions requesting assisted acquisitions servicing assisted acquisitions requesting clauses servicing clauses 5. click on',
1198:'the update for approval button at the bottom of the page. 6. in the update for approval box, click on',
1199:'yes . clicking on no returns you to the gt&c itself. 7. a success: gt&c submitted for approval message will',
1200:'appear. the status of the gt&c will change to pending approval . for each modification made to a gt&c, an',
1201:'increasing number will be added after the decimal point in a gt&c number i.e., gt&c a1410001002000234 .2 has been modified',
1202:'twice. after each modification is made to a gt&c, ginvoicing will then send the gt&c created or changed notification to',
1203:'subscribed users. after a gt&c is modified, both the requesting and servicing agencies will be required to complete their approvals.',
1204:'approving a gt&c modification ginvoicing notifies subscribed requesting agency or servicing agency users if a gt&c is in a pending',
1205:'approval status by sending the intragov gt&c created or changed notification via email. the applicable agency then opens the gt&c',
1206:'and approves or rejects the modification. how to approve a gt&c modification: 1. from the requesting agency or servicing agency',
1207:'dropdown menus, click on gt&c . the gt&c summary list appears. 2. from the gt&c column, click on a modified',
1208:'gt&c with a status of pending approval . ginvoicing will then open the gt&c, and will display the partner information',
1209:'section as a default. 3. click on the approvals from the menu on the left side of the page. 4.',
1210:'under the initial approval section, click on the notepad icon to the right of either requesting agency or servicing agency',
1211:'. 5. when selected, ginvoicing populates the date, signer’s name, email address, and phone number fields with information from the',
1212:'user’s profile. users will not be able to edit these fields. 6. enter your occupational title in the title field',
1213:'optional. 7. enter your fax number optional. 8. click the approve button at the bottom of the page . 9.',
1214:'in the confirmation box, click yes to approve the gt&c. clicking on no returns you to the previous page. 10.',
1215:'a success: gt&c submitted for approval message will display. once a user with the requesting gt&c initial approver role has',
1216:'approved the gt&c, it will then be available for a user with the requesting gt&c final approver role to approve',
1217:'the gt&c. a final approver will not be able to approve a gt&c until it has been initially approved. once',
1218:'a user with the servicing gt&c initial approver role has approved the gt&c, it will then be available for a',
1219:'user with the servicing gt&c final approver role to approve the gt&c. a final approver will not be able to',
1220:'approve a gt&c until it has been initially approved. 11. if you happen to possess the requesting or servicing gt&c',
1221:'final approver role, the gt&c will remain open for you, and you may skip to step 16. otherwise, you will',
1222:'be returned to the gt&c summary page. 12. a user with either the requesting or servicing final approver role may',
1223:'log in to ginvoicing and click on either the requesting agency or servicing agency tabs. 13. click on the gt&c',
1224:'subtab. the gt&c summary list will appear. 14. from the gt&c column, click on a gt&c with a status of',
1225:'pending approval . ginvoicing will then open the gt&c, and will display the partner information section as a default. 15.',
1226:'from the column on the left side of the page, click on approvals . the approvals section of the gt&c',
1227:'will then display. 16. under the final approval section, click on the notepad icon to the right of either requesting',
1228:'agency or servicing agency . 17. when selected, ginvoicing populates the date, signer’s name, email address, and phone number fields',
1229:'with information from the user’s profile. users will not be able to edit these fields. 18. enter your occupational title',
1230:'in the title field optional. 19. enter your fax number optional. 20. click the approve button at the bottom of',
1231:'the page . 21. in the confirmation box, click yes to approve the gt&c. clicking on no returns you to',
1232:'the previous page. 22. a success: gt&c submitted for approval message will display. ginvoicing will display the gt&c in both',
1233:'the requesting agency and servicing agency gt&c summary lists in an open for orders status after both agencies have fully',
1234:'granted their approvals. the system will also generate and send the intragov gt&c created or changed notification email to subscribed',
1235:'requesting agency and servicing agency users. note : once a gt&c is approved by either the initial gt&c approver or',
1236:'the final gt&c approver , that same approver may no longer reject a gt&c. exporting a modified gt&c history users',
1237:'who hold the permissions related to viewing gt&cs may export a history for individual gt&cs that have been modified. how',
1238:'to export a history for a modified gt&c: 1. click on the requesting agency or servicing agency dropdown menus, click',
1239:'on gt&c, and locate any gt&c that has been modified. 2. click on the gt&c . 3. from the modified',
1240:'gt&c, click on the export history button at the bottom of any page: 4. click on open to display the',
1241:'.csv file immediately, or click save to send the .csv file to a location on your machine or network. 5.',
1242:'when you open the modification history file, the original gt&c details will appear on the last line of the spread',
1243:'sheet. each subsequent modification made to the gt&c will appear in the lines directly above it, starting with the number',
1244:'“1” noted in the gt&c mod column: making admin changes to a gt&c limited administrative admin changes may be made',
1245:'to a gt&c in an open for orders status by users. admin changes to a gt&c do not require the',
1246:'gt&c to be reapproved, and do not have any effect on a gt&c’s status. please note that only users who',
1247:'hold the requesting agency gt&c manager and servicing agency gt&c manager roles assigned to their user accounts may perform admin',
1248:'changes on gt&cs. at this time, admin changes may only be made to the following gt&c fields: requesting agency agreement',
1249:'tracking number may only be updated by the requesting agency servicing agency agreement tracking number may only be updated by',
1250:'the servicing agency document inheritance indicator dii subordinate groups how to make an admin change to a gt&c: 1. from',
1251:'the requesting agency or servicing agency dropdown menus, click on gt&c, and locate any gt&c that is in an open',
1252:'for orders status. 2. click on the gt&c . 3. click on the admin button located at the bottom of',
1253:'any gt&c page. 4. update the one or more of the fields noted above. 5. once the admin change has',
1254:'been made, click on the save admin changes button on the bottom of any gt&c page. note: if you would',
1255:'like to cancel your changes, click on the cancel button at the bottom of the page. when the cancel admin',
1256:'changes box appears, click on yes to cancel the changes, or click on no to return to the gt&c itself.',
1257:'6. click on yes if you would like to proceed with the change. clicking on no will return you to',
1258:'the previous gt&c page. 7. after clicking on yes, a success: updated message should display. deleting a gt&c only gt&cs',
1259:'that are in an internal draft or shared draft status may be deleted. there are two items of note: a',
1260:'gt&c that has been saved as an internal draft may be deleted at any time by users from the agency',
1261:'that created the document who hold either the requesting or servicing gt&c creator or requesting or servicing gt&c manager roles.',
1262:'a gt&c draft that has been shared with a trading partner and is in a shared draft status may only',
1263:'be deleted by users from the agency that created the document who hold either the requesting or servicing gt&c creator',
1264:'or requesting or servicing gt&c manager roles. if a gt&c has moved beyond a shared draft status at any time',
1265:'in its lifecycle i.e., progressed to a pending approval status, the gt&c cannot be deleted. if this should occur, the',
1266:'agency that created the gt&c has two options: reject the gt&c once it has reached a pending approval status, or',
1267:'close the gt&c once it has been fully approved by both the creating agency and the trading partner. how to',
1268:'delete a gt&c: 1. a user from the agency that created the document should log in to ginvoicing. 2. depending',
1269:'on which portion of ginvoicing the gt&c was created out of, the user will click on either the requesting agency',
1270:'or servicing agency dropdown menus, and will then click on gt&c . a list of existing gt&c agreements will appear.',
1271:'3. click on any gt&c number that is in an internal draft or shared draft status. 4. click on the',
1272:'delete button at the bottom of the page. the delete box will appear. 5. click yes to delete the gt&c.',
1273:'clicking on no will return you to the gt&c itself. 5. a success: gt&c deleted message will display. you will',
1274:'be returned to the gt&c itself. please notice that the status of the gt&c will have updated to deleted .',
1275:'you may click on any tab or subtab within ginvoicing to move out of the deleted gt&c. the gt&c that',
1276:'was just deleted will no longer appear on the gt&c summary page for either the requesting or servicing agencies. closing',
1277:'a gt&c gt&cs may only be closed by requesting agency or servicing agency users who hold either the initial gt&c',
1278:'approver or final gt&c approver roles in their ginvoicing user accounts. how to close a gt&c : 1. from the',
1279:'requesting agency or servicing agency dropdown menu, click on gt&c . the gt&c summary page will appear. 2. locate the',
1280:'gt&c you would like to close, and click on the gt&c . 3. from any gt&c page, click on the',
1281:'close button at the bottom of the screen. the close gt&c box will appear: 4. enter comments into the close',
1282:'gt&c reason field, which is required. maximum: 500 characters. 5. click on the close gt&c button to close the gt&c.',
1283:'clicking on cancel will return you to the gt&c itself. 6. click on yes in the confirmation box to close',
1284:'the gt&c. clicking on no will return you to the close gt&c box. 7. a success: gt&c closed message will',
1285:'display, and the status of the gt&c will update to a closed status. 8. click on any dropdown menu or',
1286:'link within ginvoicing to move out of the closed gt&c. once a gt&c is closed, it can only be reopened',
1287:'through a modification . copying a gt&c a copy of an existing gt&c may be created by requesting agencies and',
1288:'servicing agencies . when copying gt&cs, users should be aware of the following: copies will open in an internal draft',
1289:'status, and a new gt&c number will be created for them once they are saved as an internal draft for',
1290:'the first time copying an existing gt&c will remove both the requesting agency and service agency approvals if the original',
1291:'gt&c has passed the approval stage any group and alc information on the original gt&c will not be copied over',
1292:'to the new gt&c any attachments included on the original gt&c will not be copied over to the new gt&c',
1293:'once a copy is created, it may be edited as needed how to copy a gt&c: 1. from the requesting',
1294:'agency or servicing agency dropdown menus, click on gt&c . the gt&c summary page will appear. 2. locate the gt&c',
1295:'you would like to copy, and click on the gt&c . 3. from any gt&c page, click on the copy',
1296:'button at the bottom of the screen. 4. a copy of the gt&c, minus any approvals that may have been',
1297:'recorded on the original gt&c, will appear in an internal draft status. please note that a gt&c number for the',
1298:'copy will not be generated until it is saved as an initial draft. 5. make any updates or changes to',
1299:'the copied gt&c, if needed. when you are ready to save the copy, click on the save internal draft button',
1300:'at the bottom of the page. 6. in the save internal draft box, click yes . clicking on no returns',
1301:'you to the copied gt&c itself. 7. a success: internal draft gt&c saved message will appear, and a gt&c number',
1302:'will be generated for the copied gt&c. printing a gt&c you may print a hard copy of any given gt&c',
1303:'that is in any status except for delete . please be advised that a gt&c may only be printed after',
1304:'it has been saved at least one time. how to print a gt&c: 1. from the requesting agency or servicing',
1305:'agency dropdown menus, click on gt&c . the gt&c summary page will appear. 2. locate the gt&c you would like',
1306:'to print, and click on its gt&c to open it. 3. click on the options button near the top right',
1307:'side of the page, and then click on print in the dropdown menu. 4. the name of the .pdf file',
1308:'should appear in the lower left corner or the lower center of the page. click on the .pdf file name',
1309:'to open it or click on open ; the file will open in a new tab, and the gt&c will',
1310:'display as a united states department of the treasury 7600a form. to print the gt&c on paper, click on the',
1311:'print icon in the top right corner of the .pdf. when the .pdf print box appears, select the printer of',
1312:'your choice, then click on print . clicking on cancel returns you to the .pdf itself. please note that printing',
1313:'a .pdf may be slightly different depending on the internet browser you may be using. to save the gt&c as',
1314:'a .pdf file, click on the download icon near the top right corner of the .pdf . then choose a',
1315:'file name, select a location to save your file, and click save . clicking on cancel returns you to the',
1316:'.pdf itself. 5. clicking on the “x” on the file tab at the top of the page will close the',
1317:'.pdf, and will return you to the gt&c itself. exporting gt&c summaries or details to a .csv file users who',
1318:'hold the permissions related to viewing gt&cs may export lists of their agency’s gt&c summaries and gt&c details to .csv',
1319:'files. the two different types of gt&c exports available will provide the following data: export summary – will export basic',
1320:'gt&c information as it appears on the gt&c summary page. export details – will export all of the information contained',
1321:'in a gt&c. please be aware that the gt&c exports function will only return results based on any/all filters you',
1322:'may have selected on the gt&c summary page . for example, as a requesting agency, if you have selected only',
1323:'to display the gt&c summary for gt&c number a1907020020000242.0, and you click on the export summary button, the .csv file',
1324:'will only contain a list of that one gt&c summary. if no filters have been selected, the .csv file will',
1325:'show all of your agency’s gt&c summaries in any status. note : at this time, the maximum amount of documents',
1326:'that can display in an export details report is 10,0 00. if you attempt to generate an export with more',
1327:'than 10,000 documents, the system will display a 10,000 line limit error message. if you receive the error message, please',
1328:'attempt to narrow down the search results on your summary page by using filters i.e., display documents by month, year,',
1329:'etc., then running separate reports. once the separate reports have been run, you may consolidate them into a single file',
1330:'if you wish. how to export gt&c summaries or details to a .csv file: 1. log into ginvoicing and click',
1331:'on either the requesting agency or servicing agency dropdown menus. 2. click on the gt&c . 3. when the gt&c',
1332:'summary page appears, click on either the export summary or export details buttons. 4. click on open to display the',
1333:'.csv file immediately, or click save to send the .csv file to a location on your machine or network. note:',
1334:'if any given gt&c has an unusually large amount of reference data cost centers, business units, or department ids added',
1335:'to it normally 500 or more, and is included on a gt&c summary or details report that is being run,',
1336:'the formatting in the .csv file may be disrupted. in the event this occurs, users must reformat the report on',
1337:'their own, if needed. about orders the order section of interagency agreement iaa form 7600b provides specific details regarding the',
1338:'goods/services the requesting agency is purchasing from the servicing agency, and any related funding information. a requesting agency or servicing',
1339:'agency may create individual orders manually in ginvoicing, or may send orders to ginvoicing from its own enterprise resource planning',
1340:'erp system. in both cases, if subscribed to the intragov order created or changed notification, ginvoicing notifies servicing agency users',
1341:'of a new order creation or an existing order modification. note: please be aware that order appearance may differ slightly',
1342:'depending on what internet browser you are using. requesting agency orders summary page how to access orders within ginvoicing: 1.',
1343:'log into ginvoicing, and click on the requesting agency dropdown menu. 2. click on orders . the orders summary page',
1344:'will appear. depending on the number of orders any given agency has entered into the system, it may take a',
1345:'few moments for the list of orders to fully load. from the summary page, you should be able to access',
1346:'orders based on the roles you have been granted in ginvoicing. if a giant blank space appears under the orders',
1347:'subtab after you click on it, and none of the orders columns, rows, or buttons appear like they do in',
1348:'the screen shot below, please click here for instructions. the information displayed on the orders summary page is organized into',
1349:'ten default columns that include orders that are in any status. to narrow the amount of orders that are visible',
1350:'on the summary page at any given time, to adjust how the orders are organized on the page, or to',
1351:'display additional columns, please see the searching for orders topic. column name description order order numbers are autogenerated by ginvoicing.',
1352:'you may access any order by clicking on the order itself. an order that has one or more attachments added',
1353:'to it will be indicated by a paperclip icon to the right of the order number: gt&c the gt&c number',
1354:'any given order is generated off of. order originator displays which agency is allowed to create orders off of the',
1355:'gt&c: the requesting agency or the servicing agency. period of performance pop start date the start pop date represents the',
1356:'first date the servicing agency fulfills the order and delivers the goods and/or services. period of performance pop end date',
1357:'the end pop date represents the last day the servicing agency fulfills the order and delivers the goods and/or services.',
1358:'the period of performance end date may include activities associated with closing out the delivery of goods and/or services. requesting',
1359:'alc displays the alc selected in the gt&c for the requesting agency. requesting group displays the requesting agency organization group',
1360:'that was assigned to the order. servicing alc displays the alc selected in the gt&c for the servicing agency. servicing',
1361:'group displays the servicing agency organization group that was assigned to the order. status displays the current status of the',
1362:'order: all will display orders in any status. draft a saved draft of the order that can be edited or',
1363:'completed at a later time. note: orders in a draft status are not visible to servicing agencies. closed the order',
1364:'is no longer available to take action on. pending requesting approval the requesting agency has yet to approve the order.',
1365:'pending servicing approval the servicing agency has yet to approve the order. rejected an agency has rejected the order. open',
1366:'the order is currently active, and can be used to obtain goods and/or services. shared with servicing the servicing agency',
1367:'has yet to approve the order. servicing agency orders summary page how to access orders within ginvoicing: 1. log in',
1368:'to ginvoicing, and click on the servicing agency dropdown menu. 2. click on orders . the orders summary page will',
1369:'appear. depending on the number of orders any given agency has entered into the system, it may take a few',
1370:'moments for the list of orders to fully load. from the summary page, you should be able to access orders',
1371:'based on the roles you have been granted in ginvoicing. if a giant blank space appears under the orders subtab',
1372:'after you click on it, and none of the orders columns, rows, or buttons appear like they do in the',
1373:'screen shot below, please click here for instructions. the information displayed on the orders summary page is organized into ten',
1374:'default columns that include orders that are in any status. to narrow the amount of orders that are visible on',
1375:'the summary page at any given time, to adjust how the orders are organized on the page, or to display',
1376:'additional columns, please see the searching for orders topic. column name description order order numbers are autogenerated by ginvoicing. you',
1377:'may access any order by clicking on the order itself. an order that has one or more attachments added to',
1378:'it will be indicated by a paperclip icon to the right of the order number: gt&c the gt&c number any',
1379:'given order is generated off of. order originator displays which agency is allowed to create orders off of the gt&c:',
1380:'the requesting agency or the servicing agency. period of performance pop start date the start pop date represents the first',
1381:'date the servicing agency fulfills the order and delivers the goods and/or services. period of performance pop end date the',
1382:'end pop date represents the last day the servicing agency fulfills the order and delivers the goods and/or services. the',
1383:'period of performance end date may include activities associated with closing out the delivery of goods and/or services. requesting alc',
1384:'displays the alc selected in the gt&c for the requesting agency. requesting group displays the requesting agency organization group that',
1385:'was assigned to the order. servicing alc displays the alc selected in the gt&c for the servicing agency. servicing group',
1386:'displays the servicing agency organization group that was assigned to the order. status displays the current status of the order:',
1387:'all will display orders in any status. draft a saved draft of the order that can be edited or completed',
1388:'at a later time. note: orders in a draft status are not visible to servicing agencies. closed the order is',
1389:'no longer available to take action on. pending requesting approval the requesting agency has yet to approve the order. pending',
1390:'servicing approval the servicing agency has yet to approve the order. rejected an agency has rejected the order. open the',
1391:'order is currently active, and can be used to obtain goods and/or services. shared with servicing the servicing agency has',
1392:'yet to approve the order. about sending / receiving orders between agency erps and ginvoicing the requesting agency or servicing',
1393:'agency of a fully approved gt&c that is in an open for orders status may send/push multiple orders from its',
1394:'own enterprise resource planning erp system to ginvoicing via web services instead of creating them manually through the ginvoicing user',
1395:'interface ui. once an order is pushed from a requesting agencys or servicing agencys erp, the order should automatically be',
1396:'created shortly in ginvoicing. the trading partner should then be able to pull the order from ginvoicing into their own',
1397:'erp via web services, add their own information to the order, then push the order from their own erp back',
1398:'to ginvoicing via web services. requesting agencies and servicing agencies also have the ability to retrieve/pull orders from ginvoicing into',
1399:'their own erps via web services. ginvoicing requires that the agency that creates the order includes their funding official and',
1400:'program official approvals on orders created in an erp, as they will not be able to complete their approvals through',
1401:'the ginvoicing user interface ui. please keep the following in mind when sending orders from an erp: once an order',
1402:'is successfully created in ginvoicing, the trading partner opens the order through the ginvoicing ui or their erp, enters its',
1403:'own information, enters the required and optional schedule details information, and then completes its approvals; the trading partner may also',
1404:'make limited changes to the order, if needed. please see the topics creating an order manually as a requesting agency',
1405:'or creating an order manually as a servicing agency for individual schedule field descriptions. if the creating agency determines that',
1406:'a change to an order that was submitted through their erp is necessary, the creating agency may submit a corrected',
1407:'file the creating agency cannot make manual changes to an order submitted through an erp in the ginvoicing ui. when',
1408:'the creating agency submits a corrected file, the trading partner must reapprove the order. for specific instructions on how to',
1409:'create and send an order from an agency erp to ginvoicing or how to pull an order from ginvoicing into',
1410:'an erp, users should contact the erp staff at their respective agencies directly. search for an order from the orders',
1411:'summary page , you may search for orders based on a variety of criteria, and may use filters to narrow',
1412:'the search results even further. how to search for orders: 1. click on either the requesting agency or servicing agency',
1413:'dropdown menus. 2. click on orders . the orders summary page should appear. note: depending on the number of orders',
1414:'any given agency has recorded in the system, it may take a few moments for the list of orders to',
1415:'load on the summary page. 3. use the boxes beneath each column name order, gt&c, status, etc. to filter the',
1416:'orders that appear on the page. for example, if you are searching for a single order number such as o2107017017021742,',
1417:'you can just type in the number four 4 in the box below the order column name, and the system',
1418:'will display orders that contain “4” in their names: note : if you are entering a full order number into',
1419:'the order search field, do not include the decimal point and any number that appears after it. otherwise, it will',
1420:'not find the order. the status column includes a dropdown menu that allows you to filter on a specific order',
1421:'status: unless you select all, you may only filter search results by one specific status value at a time. also,',
1422:'you may need to scroll down the dropdown menu for additional statuses. 4. if you wish to narrow the number',
1423:'of columns visible on the orders summary page, click on the selectable columns box and select/deselect the columns you would',
1424:'like to add or remove from view: note: if you decide to filter an order search based on a given',
1425:'column value and then decide to hide that column from the orders summary page, the system will still retain the',
1426:'search filter, even though it may not be visible on the screen. for example, if you performed an order search',
1427:'based on a specific gt&c number, then decided to remove the gt&c column from your view on the screen, the',
1428:'system will still display the order search results based on the specific gt&c number you have selected as filter. additional',
1429:'items to keep in mind about filtering items on the orders summary page: the up and down arrows located to',
1430:'the right of the column names allow you to arrange the information that appears in the columns by alphanumerical order',
1431:'atoz/ztoa or lowesttohighest/highesttolowest. if you have performed a search for orders using filtering options on an orders summary page, the',
1432:'system will not retain your search criteria once you log out of ginvoicing. for example, if you selected to hide',
1433:'the status column from a filter of an orders summary page, and you log out of ginvoicing, the status column',
1434:'will reappear on that orders summary page when you log back into the system. orders in a draft status will',
1435:'only appear on the order summary page for the agency requesting agency or servicing agency that created the orders. order',
1436:'details to view additional details for each order, requesting and servicing agencies may click on any order from the order',
1437:'summary page. as a default, the partner information section for the order will display first. each section of the order',
1438:'will appear on the lefthand side of the page: click on any of the section names on the lefthand side',
1439:'of the page to access the following: section name description partner information displays alcs for the requesting and servicing agencies,',
1440:'along with any group names or reference data i.e., cost center, business unit, and department id information used for the',
1441:'order. authority displays the statutory and program authority information. advance displays the advance revenue and payment information, if any. delivery',
1442:'displays information related to the negotiated terms of performance reporting. billing displays information related to billing frequency and priority. point',
1443:'of contact displays the contact information for the poc on the order. approvals displays the contact information for the order',
1444:'approvers. prepared by displays the contact information for the person creating the order. line x schedule x clicking on either',
1445:'line x or schedule x will display the line items and schedule summaries of the order. viewing orders in process',
1446:'orders may not be able to be closed for several reasons. for example, an order may have an unliquidated advance,',
1447:'an unpaid delivery, or a disputed delivery against it. ginvoicing users may view all of these orders in process from',
1448:'either the requesting agency or servicing agency order summary pages. how to view orders in process: 1. click on either',
1449:'the requesting agency or servicing agency dropdown menu. 2. click on orders . 3. click on the orders in process',
1450:'button. 4. a list of orders in process will display: from the orders in process list, you should be able',
1451:'to see the appropriate order numbers, their delivery status, the amount of the order imbalance, their age in days, the',
1452:'number of days until the constructive receipt is triggered, and the requesting and servicing alcs on the orders. sending /',
1453:'receiving orders between agency erps and ginv for specific instructions on how to create and send an order via web',
1454:'services from an agency enterprise resource planning erp system to ginvoicing or how to receive an order via web services',
1455:'from ginvoicing to an agency erp, users should contact the erp staff of their respective agencies directly. creating an order',
1456:'manually as a requesting agency a requesting agency can manually create an order directly from a gt&c that is in',
1457:'an open for orders status. critical note : to be able to create an order off of a gt&c, the',
1458:'group that has been assigned to the gt&c and the order must have at least one treasury account symbol tas',
1459:'filter created for it. for more information regarding groups and tas filters, please speak to one of your agencys administrators.',
1460:'how to manually create a new order from an approved gt&c as a requesting agency: 1. log in to ginvoicing,',
1461:'click on the requesting agency dropdown menu, and click on gt&c . a list of gt&cs appears. 2. in the',
1462:'gt&c column, click the link for a gt&c with a status of open for orders . the gt&c will then',
1463:'open. 3. click on the create order button at the bottom of the page: the create order default page will',
1464:'appear. as a default, the create order page will open on the partner information section of the order form. please',
1465:'note that while multiple alcs may be been placed in a gt&c, an order may only be created using one',
1466:'alc. also, depending on what information was used on the gt&c for the servicing agency, the servicing agency group name',
1467:'and alc may autopopulate on the order. you may click on the gt&c highlighted in blue to display summary information',
1468:'for the gt&c. 4. complete the fields near the top of the order form based on information provided in the',
1469:'table below: field name description assisted acquisitions indicator required select yes or no from the dropdown menu based on the',
1470:'iaa information entered into the gt&c. period of performance pop start date required click on the empty pop start date',
1471:'field. when the calendar box appears, select the appropriate date. you may use the arrows near the top of the',
1472:'calendar box to skip ahead to a future month, or to go back to a previous month. you may also',
1473:'click on the month and year dropdown menus to select specific a month or year. alternatively, you may enter a',
1474:'date by hand in the open field at the top of the calendar box using this format: yyyymmdd . if',
1475:'the month and the arrows are not visible to you on the calendar box, please lower the zoom level on',
1476:'your internet browser and/or computer screen. the start pop date represents the first date the servicing agency fulfills the order',
1477:'and delivers the goods and/or services. the performance period may include activities associated with closing out the delivery of goods',
1478:'and/or services. note: the date must be within the gt&c dates. pop end date required click on the empty pop',
1479:'end date field. when the calendar box appears, select the appropriate date. you may use the arrows near the top',
1480:'of the calendar box to skip ahead to a future month, or to go back to a previous month. you',
1481:'may also click on the month and year dropdown menus to select specific a month or year. alternatively, you may',
1482:'enter a date by hand in the open field at the top of the calendar box using this format: yyyymmdd',
1483:'. if the month and the arrows are not visible to you on the calendar box, please lower the zoom',
1484:'level on your internet browser and/or computer screen. the end pop date represents the last day the servicing agency fulfills',
1485:'the order and delivers the goods and/or services. the performance period may include activities associated with closing out the delivery',
1486:'of goods and/or services. note: the date must be within the gt&c dates. 5. complete the fields in the partner',
1487:'information section of the order based on information provided in the table below: field name description agency the agency account',
1488:'names will automatically be filled in based on the account agencies named on the gt&c. requesting agency group name &',
1489:'description select a group name from the dropdown menu. the description for each group will be separated by a dash',
1490:'after the group name. note : only group names that have been assigned to the requesting order manager or creator',
1491:'roles in a user account will appear in the group name dropdown menu. if a group does not appear for',
1492:'you and you believe it should, please contact one of your agencys user administrators for assistance. requesting agency alc if',
1493:'a single alc was entered into the gt&c, the alc will autopopulate in this field. if more than one alc',
1494:'was included on the alc, you may select an alc by clicking on the field and scrolling through the list',
1495:'of available alcs, or you may search of an alc by typing in an alc number in the search field',
1496:'with the magnifying glass above the list of alc numbers. requesting agency cost center optional requesting agency cost center information',
1497:'available in the dropdown list will depend on the cost center information entered in the gt&c. requesting agency business unit',
1498:'optional requesting agency business unit information available in the dropdown list will depend on the business unit information entered in',
1499:'the gt&c. requesting agency department id optional requesting agency department id information available in the dropdown list will depend on',
1500:'the department id information entered in the gt&c. servicing agency group name & description select a group name from the',
1501:'dropdown menu. the description for each group will be separated by a dash after the group name. if a group',
1502:'does not appear for you and you believe it should, please contact your trading partner for assistance. servicing agency alc',
1503:'if a single alc is available for the servicing agency, it will autopopulate in this field. if more than one',
1504:'alc is available for the servicing agency, you may select an alc by clicking on the field and scrolling through',
1505:'the list of available alcs, or you may search of an alc by typing in an alc number in the',
1506:'search field with the magnifying glass above the list of alc numbers. servicing agency cost center servicing agency cost center',
1507:'information will only be available to the servicing agency. servicing agency business unit servicing agency business unit information will only',
1508:'be available to the servicing agency. servicing agency department id optional servicing agency department id information will only be available',
1509:'to the servicing agency. order tracking number enter an internal tracking number for your agency, if applicable. maximum value: 50',
1510:'characters. unique entity id a distinct identifier which is used to identify a specific government entity. must be exactly 12',
1511:'characters. funding office code identifier of the level 1 organization that provided the preponderance of the funds obligated by this',
1512:'transaction. 6 characters. funding agency code identifier of the level 2 organization that provided the preponderance of the funds obligated',
1513:'by this transaction. 4 characters. comments any additional comments associated with the order. 1000 character maximum. 6. click on the',
1514:'authority section on the left side of the page , and fill in the appropriate fields based on the information',
1515:'in provided in the table below: field name description corresponding field on the iaa 7600b form program authority program authority',
1516:'title this is the title associated with the authority that grants the requesting/servicing agency program authority. enter a requesting agency',
1517:'program authority title, up to 100 characters. block 20 program authority citation this is the citation associated with the authority',
1518:'that grants the requesting agency/servicing program authority. enter a requesting agency program authority citation of up to 100 characters. block',
1519:'21 statutory authority statutory authority fund type code required select the appropriate fund type: franchise fund revolving fund working capital',
1520:'fund economy act other authority block 17 statutory authority fund type title conditional enter the statutory authority title, up to',
1521:'100 characters. this field is required if economy act is not the statutory authority fund type. block 18 statutory authority',
1522:'fund type citation conditional enter the statutory authority citation, up to 100 characters. this field is required if economy act',
1523:'is not the statutory authority fund type. block 19 for additional information regarding statutory authority, please see the available excel',
1524:'spread sheet provided in the interagency agreement iaa section here . 7. requesting agencies should skip the advance section of',
1525:'the order as the advance fields may only be filled in by the servicing agency. 8. click on the delivery',
1526:'section on the left side of the page , and fill in the appropriate fields based on the information in',
1527:'provided in the table below: field name description fob point required the freight on board fob point identifies the buyer',
1528:'and seller agreed upon method for transfer of ownership. fob largely determines which performance reporting rules are applied for order',
1529:'settlement, and ultimately which performance transactions will trigger order settlement. select one of the following options where the transfer of',
1530:'responsibility for the goods will occur: source/origin – transfer of ownership and settlement occurs when the servicing agency reports performance;',
1531:'source should be used when the servicing agency wishes to control settlement. destination – transfer of ownership occurs when a',
1532:'requesting agency reports performance; settlement is then triggered when a buyer reports performance or theconstructive receipt days haved passed/occurred, whichever',
1533:'happens first. destination should be used when a requesting agency wishes to control settlement, and the servicing agency will be',
1534:'delivering goods or services to their final destination. other –this is treated the same as fob destination. however, “other” should',
1535:'only be used when a servicing agency is delivering goods or services to a location that is somewhere between origin',
1536:'and destination. critical note : it is important to select the proper fob point as it will have a great',
1537:'impact on performance . constructive receipt days conditional the crd field is required to be filled in if the fob',
1538:'point has been selected as destination or other . crds are the number of elapsed calendar days from the servicing',
1539:'agencys delivered/performed action after which received/accepted is assumed to occur by the requesting agency. the maximum amount of days that',
1540:'can be entered is 90. note : this field can only be entered and/or modified by the requesting agency. acceptance',
1541:'point select one of the following options where the acceptance of responsibility for the goods occurs: source/origin destination place of',
1542:'acceptance enter the location physical address at which the goods or services will be accepted by the requesting agency. maximum',
1543:'of 100 alphanumeric characters. inspection point select one of the following options where the inspection of the goods occurs: source/origin',
1544:'destination place of inspection this is the location physical address at which the goods or services will be inspected by',
1545:'the requesting agency. maximum of 100 alphanumeric characters. 9. click on the billing section on the left side of the',
1546:'page , and fill in the appropriate fields based on the information in provided in the table below: field name',
1547:'description priority order indicator identifies whether the order is a high priority. select either yes or no from the dropdown',
1548:'menu. capital planning and investment control identifies whether the information technology it goods or services have been screened to ensure',
1549:'compliance with cpic requirements. this is an indicator that identifies if the goods will become a capital asset if yes',
1550:'is selected or an expense if no is selected. select either yes or no from the dropdown menu. if unknown',
1551:'at time of brokering, agencies may leave this field blank. this value may be changed by administrative modification , which',
1552:'will not require reapproval. 10. click on the point of contact section on the left side of the page ,',
1553:'and fill in the appropriate fields based on the information in provided in the table below: field name description name',
1554:'required enter the full name of the requesting agency point of contact poc. email required enter an official email address',
1555:'for the requesting agency poc. phone required enter a phone number for the requesting agency poc. fax enter a fax',
1556:'number for the requesting agency poc. note: the servicing agency values for the point of contact fields will not appear',
1557:'until they are filled in by the servicing agency. 11. click on the prepared by section on the left side',
1558:'of the page. the fields below should be automatically filled in for the requesting agency preparer of the order: field',
1559:'name description name the full name of the person creating the order. phone the business phone number of the person',
1560:'creating the order. email the official email address for the person creating the order. entering line items the requesting agency',
1561:'uses the line item details page to complete the line item information for the order. how to enter line item',
1562:'details: 1. click on line 1 in the menu on the lefthand side of the page . a line item',
1563:'summary for the first line item of the order will display, along with a schedule summary : by clicking on',
1564:'the arrow to the left of the line field, you can toggle the schedule summary on or off. by clicking',
1565:'on the arrow to the left of the schedule field, you can toggle the detailed schedule information on or off.',
1566:'please note that since you are creating a new order, the line item and schedule summaries will display several blank',
1567:'fields at this time; the fields will automatically be filled in once you start to enter specific order data. a',
1568:'line item summary will display the following information: field name description line line number of the order, sequentially starting at',
1569:'1 orders processed through erp systems can use a different convention. status the current status of the line item should',
1570:'be automatically filled in. item code the product service code/federal supply code for the item or service associated with the',
1571:'order. description a description of the goods or service. units of measure uom standard unit or system of units by',
1572:'which a quantity is accounted for and expressed. product/service identifier this is the national stock number nsn or other pertinent',
1573:'information associated with the shipment. capitalized asset indicates whether or not this item is a capitalized asset or not by',
1574:'displaying true or false . type of service required severable services that are continuing and ongoing, such as helpdesk support,',
1575:'janitorial services, for which the agency receives a benefit each time the service renders. non severable work that results in',
1576:'a final product and for which a benefit occurs only when the entire project is complete, such as systems design.',
1577:'not applicable line quantity the total number of units of the corresponding schedules. total line costs the sum of the',
1578:'line costs. advance amount the total amount of the advance for this order line. net due amount net amount due',
1579:'for this line item once the order line is fully invoiced it is the difference between the obligation and advance',
1580:'amount. 2. click on the notepad/pencil icon in the line field to enter or update the appropriate line item summary',
1581:'fields based on the information in the table below: field name description status the current status of the line item',
1582:'should be automatically filled in. item code required enter the product service code/federal supply code for the item or service',
1583:'associated with the order. description required enter a description of the goods or service. maximum character limit: 240. units of',
1584:'measure uom required for reimbursable agreements, enter the unit of measure for each order line, if applicable. example: eaeach, gagallon,',
1585:'lbpound, dou.s. dollars. as you enter in characters for the uom, a dropdown menu will appear with several uoms to',
1586:'choose from when applicable. a complete list of currently available uoms is available here . uom description required the basic',
1587:'description of the unit of measure being exchanged . this field will automatically be filled in once a uom is',
1588:'selected. product/service identifier optional this is an optional field to capture additional identifier information and it may be agency specific.',
1589:'for example, dod agencies may use the national stock number nsn, or gsa customers may use a gsa item or',
1590:'service code. capitalized asset indicator required specifies when the servicing agency considers the line item to be a capitalized asset.',
1591:'an item is capitalized when it is recorded as an asset, rather than an expense. this means that the expenditure',
1592:'will appear in the balance sheet, rather than the income statement. agencies may have their own guidance for when items',
1593:'are capitalized. select true or false from the dropdown menu. uid required indicator specifies whether or not the item requires',
1594:'a unique item identifier uid marking. please select either y for yes or n for no. type of service requirements',
1595:'required select from the following: severable services provided on an ongoing, as needed, or recurring basis and that meet a',
1596:'need of the government at the time they are delivered. when the need for a portion of recurring or continuing',
1597:'services arises in the fiscal year subsequent to the one in which the services were initially funded, that portion is',
1598:'severable and chargeable to appropriations available for obligation in the subsequent fiscal year. a service is severable if it can',
1599:'be separated into components that independently meet a need of the government. examples include helpdesk support, maintenance, or janitorial services,',
1600:'which are continuous and recurring in nature. non severable services which constitute a specific, entire job or single undertaking with',
1601:'a defined endproduct that cannot feasibly be subdivided for separate performance. accordingly, nonseverable services must be financed entirely out of',
1602:'the appropriation current at the time of award, even though performance may extend into future fiscal years. a service is',
1603:'nonseverable if the service produces a single or unified outcome, product, or report that cannot be subdivided for separate performance',
1604:'in difference fiscal years. examples include system design, building conversion or environmental study. not applicable 3. when you are finished',
1605:'completing all applicable fields, click ok. clicking on cancel returns you to the previous page. how to add additional line',
1606:'items: to add additional line items to an order: if you are in the process of creating an order, and',
1607:'would like to add additional line items to it: 1. click on the add line button located just below the',
1608:'list of existing line items in the line item summary. a new line should then appear below the last line',
1609:'item created. if you would like to add a line item to an order that is in a draft status:',
1610:'1. click on the orders dropdown menu. 2. click on the order of the order you would like to perform',
1611:'work on. 3. click on one of the lines displayed in the menu on the lefthand side of the page.',
1612:'4. click on the add line button. a new line should then appear below the last line item created. copying',
1613:'line items how to copy a line item: 1. select an existing line item, and click on the “double page”',
1614:'icon in the line column: 2. an exact copy of the line item will be added to the order underneath',
1615:'the original line item. if you make a copy of a line item that is in itself a copy, then',
1616:'the new line item will appear under the previous copy. deleting line items how to delete line items: to delete',
1617:'line items during the draft phase of an order creation: 1. click on the garbage can icon located in the',
1618:'line field of any given line item. the remove line box will appear. 2. click on yes to delete the',
1619:'line item from the order. clicking on no returns you to the line.. alternatively, you may click on the “x”',
1620:'in the top righthand corner of the box to dismiss the remove line request. 3. once you click yes, the',
1621:'line will be removed from the order. note : after a line is created, it may not be deleted once',
1622:'the order has been saved or updated. instead, it may be cancelled . cancelling and restoring line items a line',
1623:'that has been created may not be deleted once the order has been saved; however, it may be cancelled .',
1624:'please be aware that cancelling a line does not remove the line from view. once a line is cancelled, the',
1625:'status of the line changes to “c”, and several fields on the line will display “0”. if the cancelled line',
1626:'has a schedule associated with it, the status of the schedule will display as “cancelled”. once a line has been',
1627:'cancelled, the remaining information displayed on it and any associated schedule will be ignored by the system. a line that',
1628:'has been cancelled may be restored to an active status if needed see below. how to cancel line items: 1.',
1629:'click on the garbage can icon located in the line field of any given line item that you wish to',
1630:'cancel. the cancel line box will appear. 2. click on yes to cancel the line item. clicking on no will',
1631:'return you to the line. alternatively, you may click on the “x” in the top righthand corner of the box',
1632:'to dismiss the cancel line request. once you click yes, the line will be cancelled. please note that the net',
1633:'order and total order amounts will not reflect the changes until you save or update the order draft. how to',
1634:'restore a cancelled line item: once a line is cancelled, it may be restored to an active status. 1. click',
1635:'on the garbage can icon with the white arrow inside of it. the restore line box will appear. 2. click',
1636:'on yes to restore the line item. clicking on no will return you to the line. alternatively, you may click',
1637:'on the “x” in the top righthand corner of the box to dismiss the restore line request. 3. once you',
1638:'click yes, the line will be restored, and all of the fields will display their previous values before the line',
1639:'was cancelled. please note that the net order and total order amounts will not reflect the changes until you save',
1640:'or update the order draft. entering schedules for each line item created, the requesting agency will use the schedule details',
1641:'page to complete the schedule information for the order. to display the schedule summary for each individual line item :',
1642:'1. click on the arrow to the left of the line field in any line item to display the schedule',
1643:'summary. alternatively, you may click on the schedule link located in the menu on the left side of the page',
1644:'under any line item listed: a schedule summary will display information noted in the table below. please note that several',
1645:'schedule summary fields will remain empty until information is added to the schedule itself. field name description schedule selected order',
1646:'schedule number. status current status of the line item. unit cost the cost of each unit. quantity the total number',
1647:'of units for this schedule. amount the total amount of this schedule unit cost x quantity. advance pay indicator indicates',
1648:'whether or not this order involves an advance payment. how to enter schedule details: 1. from the schedule summary ,',
1649:'click on the arrow to the left of the schedule field. the schedule details fields will display: 2. fill out',
1650:'the appropriate fields in each section of the schedule based on information provided in the table below. please note that',
1651:'once information is entered into certain schedule fields, the information displayed in related schedule summary fields will automatically be updated.',
1652:'field name description schedule unit cost required the cost of the unit. quantity required the total number of units for',
1653:'this schedule. advance pay indicator conditional this field is only required if advance was noted on the gt&c. if it',
1654:'was not, this field will default to a selection of no. if advance was noted on the gt&c, select yes',
1655:'or no from the dropdown menu. funding information treasury account symbol see description to the right for required values enter',
1656:'the treasury account symbol tas for the requesting agency by clicking on the magnifying glass icon on the right side',
1657:'of the field. you may select the proper tas from the dropdown menu, or you may manually enter each tas',
1658:'component in the appropriate boxes. the tas is a grouping of three specific united states department of the treasury fundingrelated',
1659:'codes that identify specific united states department of the treasury accounts using receipt, appropriation, expenditure, and other fund account symbols',
1660:'and titles as assigned by the united states department of the treasury and the office of management and budget. required',
1661:'values : aid 3 digits, main 4 digits, and sub 3 digits betc required select the appropriate betc from the',
1662:'dropdown menu. the betc is up to an eightcharacter code used in the central accounting reporting system cars to indicate',
1663:'the type of activity being reported borrowing, repayment, offsetting collection, receipt, disbursement, etc.. this code must accompany the tas and',
1664:'the dollar amounts to classify the transaction against the fund balance with the united states department of the treasury. depending',
1665:'on the tas selected, the betcs available for the requesting agency are disgf and disngf . for more information on',
1666:'the general fund disbursement betcs, please contact the general fund group at generalfund@fiscal.treasury.gov object class code select an object class',
1667:'code from the dropdown menu. the federal government uses an object class code to record its financial transactions according to',
1668:'the nature of the services provided or received when obligations first incur. additional accounting classification add any additional accounting information',
1669:'required for agency internal tracking purposes, if needed 320 alphanumeric characters maximum. bona fide need please enter sufficient information to',
1670:'describe and support the transaction 150 alphanumeric characters maximum. sloa see below use the standard line of accounting sloa fields',
1671:'to enter or edit identification codes used by the requesting agency or the servicing agency. the sloa’s variable length and',
1672:'alphanumeric codes provide a uniform system of reference information to the agency’s original obligating document and verify that billings are',
1673:'properly charged. shown on all purchase requests, resulting obligation and expenditure documents, sloa codes convey key accounting information, such as',
1674:'the department within the agency using the funds, the specific appropriation charged for the purchase of goods/services, the organization responsible',
1675:'for accounting and reporting of the obligation and payment, and the payment type for the specific transaction. the sloa fields',
1676:'include fiscal year dates, accounting codes, and agency disbursing identification. sloa information allows ginvoicing to pass two lines of accounting',
1677:'data to ipac: one line for the requesting agency, and one line for the servicing agency. note : sloa fields',
1678:'are formatted for use by the department of defense dod and follow standard financial information structure sfis; however, they may',
1679:'be used optionally by other trading partners to record additional information such as internal accounting strings. how to enter sloa',
1680:'information : 3. fill in the appropriate fields in the sloa section based on the information provided in the table',
1681:'below: field name description source reference accounting classification reference number enter the requesting agency accounting classification reference number acrn. maximum',
1682:'length is 2 alphanumeric characters. the acrn comprises first of ten elements in a line of accounting. the twodigit acrn',
1683:'identifies each separate line of accounting classification data on a document citing fund usage to ensure that the expenditure properly',
1684:'matches the corresponding obligation. assign an acrn to each line of accounting classification data starting with “aa.” when there is',
1685:'only one line of accounting classification data, the acrn is “aa.” assign alphanumeric acrns when alpha codes are exhausted. the',
1686:'alpha characters “i” and “o” are not used because these characters can be confused with ‘0” and “1”. duplication of',
1687:'acrns does not occur within the same funding document. reimbursable flag the reimbursable indicator is a single alphabetical code used',
1688:'to flag those expenditures incurred for a designated tafs account that are considered reimbursable to the account. a9 in the',
1689:'standard financial information structure sfis ; examples: direct, d or reimbursable r code, federal award identification number the federal award',
1690:'identification number fain is a unique number assigned to a financial assistance award by the awarding agency. this number will',
1691:'identify the award in several systems including: asap.gov, usaspending.gov, and grants.gov. this number along with the cfds will allow for',
1692:'more precise tracking of grant obligations and payments. maximum length is 30 characters. unique record identifier an agency defined identifier',
1693:'that when provided is unique for every reported action. maximum length is 70 characters. activity address code the activity address',
1694:'code aac used for shipping location. maximum length is 6 characters. budget line item enter a 16character alphanumeric code that',
1695:'further subdivides the treasury account fund symbol appropriation, below the budget sub activity line. for military personnel, value is budget',
1696:'subactivity bsa plus budget line item bli. b4 in sfis; further subdivides the treasury account fund symbol below subactivity e.g.,',
1697:'111 budget fiscal year enter a 4digit year. the budget or financial year, as opposed to a calendar year. the',
1698:'u.s. governments fiscal year runs from october 1 of the prior year through september 30 of the next year. for',
1699:'example, fy 2015 was from october 2014 through september 2015. e.g., 2018 security cooperation formerly foreign military sales fms customer',
1700:'code the security cooperation customer represents the country receiving the product and/or service in the fms transaction. maximum length is',
1701:'3 characters. t21 in sfis; security cooperation sc customer security cooperation implementation agency a single character alphabetical code which identifies',
1702:'the us military department or agency which has negotiated or facilitated a foreign military sales case on behalf of the',
1703:'us government. the majority of fms cases are implemented by the army ia code b, navy ia code p or',
1704:'air force ia code d t27 in sfis; identifies the u.s. military department or agency that is executing the sale',
1705:'on behalf of the u.s. government e.g., b=army, d=air force, p=navy security cooperation case designator enter a 3 or 4',
1706:'character alphanumeric code. a security cooperation case designator is used to reflect a fms contractural sales agreement letter of offer',
1707:'and acceptance between the us and an eligible foreign country t22 in sfis; e.g., uak security the security cooperation case',
1708:'line cooperation case line item identifier item identifier is used to identify a detailed line item requirement contained within the',
1709:'letter of offer and acceptance. suballocation identifies an organization to which funds have been suballocated. maximum length is 4 characters.',
1710:'use of this data element is exclusive to suballocation purposes, useful for financial reporting. e.g.,2054 accounting identifier the agency accounting',
1711:'identifier code identifies the accounting system responsible for recording the accounting event. the agency accounting identifier code is intended to',
1712:'be an accounting system identifier, and therefore must be assigned to only one accounting system. maximum length is 6 characters.',
1713:'o3 in sfis; fiscal station number; comptroller defined, e.g., 021001 funding center identifier enter a 16character alphanumeric code. a funding',
1714:'center is a clearly defined responsibility area within an organizational unit to which budget authority is assigned cost object/cost accounting',
1715:'ca section in sfis, e.g., air force = oac, oban cost center identifier enter a 16character alphanumeric code. a cost',
1716:'center is a clearly defined responsibility area where costs are incurred. ca section in sfis, e.g., navy = bcn project',
1717:'identifier enter a 25character code. a planned undertaking of work to be performed or product to be produced having a',
1718:'finite beginning and end. ca section in sfis, e.g., army = wbs activity identifier enter a 16character code. an activity',
1719:'is a series of events, tasks, or units of work that are linked to perform a specific objective. ca section',
1720:'in sfis, e.g., army = activity/network disburser identifier enter a 8digit number. the agency disbursing identifier is assigned to each',
1721:'disbursing office by the united states department of the treasury. it is an identification number that indicates authority to receive',
1722:'and disburse public funds and issue checks on the united states department of the treasury. cost element code enter a',
1723:'15character alphanumeric code. a cost element is a classification of an organizations revenues, expenses or consumable resources. cost element code',
1724:'only relates to primary cost. cost element code does not relate to secondary cost which is identified as agency specific',
1725:'and not enterpriselevel. ca section in sfis, e.g., army = commitment item work order number enter a 16character alphanumeric code',
1726:'that identifies an individual unit of work, batch, or lot of a distinct product or service. ca section in sfis,',
1727:'e.g., army = internal order, air force = job order functional area enter a 16character alphanumeric code. a functional area',
1728:'is a logical division of a components business operations. it represents the functions the component performs. ca section in sfis,',
1729:'e.g., army = functional area, air force = budget/project parent award identifier paid the identifier of the procurement award under',
1730:'which the specific award is issued such as a federal supply schedule. term currently applies to procurement actions only. maximum',
1731:'length is 50 characters. procurement instrument identifier piid the unique identifier for each contract, agreement or order. maximum length is',
1732:'50 characters. 4. fill in the appropriate shipping information fields based on the information provided in the table below: shipping',
1733:'information address identifier a code that identifies the end point of the shipment or the location the service is being',
1734:'performed. agency title the name of the agency at the ship to location. address 1 conditional 1st address line associated',
1735:'with shipment. this information must be entered if any other shipping information has been provided. address 2 2nd address line',
1736:'associated with shipment address 3 3rd address line associated with shipment city conditional this information must be entered if any',
1737:'other shipping information has been provided. the name of the city of the ship to location. postal code conditional this',
1738:'information must be entered if the destination country for the order is the us. the 5digit zip code that geographically',
1739:'identifies individual post offices or metropolitan area delivery stations associated with every mailing address. state conditional the name of the',
1740:'state of the ship to location. this information must be entered if the destination country for the order is the',
1741:'us. country conditional the name of the country of the ship to location. this information must be entered if any',
1742:'other shipping information has been provided. location description the description of the ship to location i.e. : military base, airport,',
1743:'etc. special shipping information optional text field to include additional shipping information for the delivery of products. enter specific information',
1744:'for shipping, shipping company, date/time, special instructions, etc. delivery poc name the name of the point of contact the shipment',
1745:'is being delivered to. delivery poc title optional text field for the title of the point of contact the shipment',
1746:'is being delivered to. delivery poc email enter the email address for the point of contact the shipment is being',
1747:'delivered to. deliver poc phone enter the phone number for the point of contact the shipment is being delivered to.',
1748:'additional info enter any additional information not covered in other areas how to add additional schedules to line items: to',
1749:'add additional schedules to an order: if you are in the process of creating an order, and would like to',
1750:'add additional schedules to it before saving the order as a draft: 1. click on the add schedule button located',
1751:'just below the list of existing schedules under the schedule summary . note : if you have the list of',
1752:'schedule details already expanded, you may scroll all the way to the bottom of the details list and click on',
1753:'the add schedule button. a new line should then appear below the last schedule created. if you would like to',
1754:'add a schedule to an order that is in a draft status: 1. from the requesting agency dropdown menu, click',
1755:'on orders . 2. click on the order of the order you would like to perform work on. 3. click',
1756:'on one of the lines displayed in the menu on the lefthand side of the page. 4. click on the',
1757:'add schedule button. a new line should then appear below the last schedule created. copying schedules you may make an',
1758:'exact copy of an existing schedule and add it to the order. how to copy a schedule: 1. select an',
1759:'existing schedule, and click on the “double page” icon in the schedule column: 2. an exact copy of the schedule',
1760:'will be added to the order underneath the original schedule. if you make a copy of a schedule that is',
1761:'in itself a copy, then the new schedule will appear under the previous copy. deleting schedules how to delete schedules:',
1762:'to delete schedules during the draft phase of an order creation: 1. click on the garbage can icon located in',
1763:'the schedule field of any given schedule. the remove schedule box will appear. 2. click on either yes or no',
1764:'to delete the schedule from the line item. alternatively, you may click on the “x” in the top righthand corner',
1765:'of the box to dismiss the remove schedule request. note : after a schedule is created, it may not be',
1766:'deleted once the order has been saved or updated. instead, it may be cancelled see below. cancelling and restoring schedules',
1767:'a schedule that has been created may not be deleted once the order has been saved, however, it may be',
1768:'cancelled . please be aware that cancelling a schedule does not remove the line from view. once a schedule is',
1769:'cancelled, the status of the schedule changes to “cancelled”. please be aware that if a line that has a schedule',
1770:'associated with it is cancelled, the status of the associated schedule will automatically change to “cancelled”. once a schedule has',
1771:'been cancelled, the remaining information displayed on it will be ignored by the system. note : a line must have',
1772:'at least one active schedule on it. if you attempt to cancel the only schedule associated to a line, an',
1773:'error message will display. a schedule that has been cancelled may be restored to an active status if needed see',
1774:'below. how to cancel schedules: 1. click on the garbage can icon located in the schedule field of any given',
1775:'schedule that you wish to cancel. the cancel schedule box will appear. 2. click on yes to cancel the schedule.',
1776:'clicking on no will return you to the schedule. alternatively, you may click on the “x” in the top righthand',
1777:'corner of the box to dismiss the cancel schedule request. once you click yes, the schedule will be cancelled. how',
1778:'to restore a cancelled schedule: once a schedule is cancelled, it may be restored to an active status. 1. click',
1779:'on the blue garbage can icon with the white arrow inside of it. the restore schedule box will appear. 2.',
1780:'click on yes to restore the schedule. clicking on no will return you to the schedule. alternatively, you may click',
1781:'on the “x” in the top righthand corner of the box to dismiss the restore schedule request. once you click',
1782:'yes, the schedule will be restored. once an order has been completed: once an order has been completed by the',
1783:'requesting agency, it may be sent for approval . creating an order manually as a servicing agency a servicing agency',
1784:'can manually create an order directly from a gt&c that is in an open for orders status. critical note :',
1785:'to be able to create an order off of a gt&c, the group that has been assigned to the gt&c',
1786:'and the order must have at least one treasury account symbol tas filter created for it. for more information regarding',
1787:'groups and tas filters, please speak to one of your agencys administrators. how to manually create a new order from',
1788:'an approved gt&c as a servicing agency: 1. log in to ginvoicing, click on the servicing agency dropdown menu, and',
1789:'click on gt&c . a list of gt&cs appears. 2. in the gt&c column, click the link for a gt&c',
1790:'with a status of open for orders . the gt&c will then open. 3. click on the create order button',
1791:'at the bottom of the page: the create order default page will appear. as a default, the create order page',
1792:'will open on the partner information section of the order form. please note that while multiple alcs may be been',
1793:'placed in a gt&c, an order may only be created using one alc. also, depending on what information was used',
1794:'on the gt&c for the servicing agency, the servicing agency group name and alc may autopopulate on the order. you',
1795:'may click on the gt&c highlighted in blue to display summary information for the gt&c. 4. complete the fields near',
1796:'the top of the order form based on information provided in the table below: field name description assisted acquisitions indicator',
1797:'required select yes or no from the dropdown menu based on the iaa information entered into the gt&c. period of',
1798:'performance pop start date required click on the empty pop start date field. when the calendar box appears, select the',
1799:'appropriate date. you may use the arrows near the top of the calendar box to skip ahead to a future',
1800:'month, or to go back to a previous month. you may also click on the month and year dropdown menus',
1801:'to select specific a month or year. alternatively, you may enter a date by hand in the open field at',
1802:'the top of the calendar box using this format: yyyymmdd . if the month and the arrows are not visible',
1803:'to you on the calendar box, please lower the zoom level on your internet browser and/or computer screen. the start',
1804:'pop date represents the first date the servicing agency fulfills the order and delivers the goods and/or services. the performance',
1805:'period may include activities associated with closing out the delivery of goods and/or services. note: the date must be within',
1806:'the gt&c dates. pop end date required click on the empty pop end date field. when the calendar box appears,',
1807:'select the appropriate date. you may use the arrows near the top of the calendar box to skip ahead to',
1808:'a future month, or to go back to a previous month. you may also click on the month and year',
1809:'dropdown menus to select specific a month or year. alternatively, you may enter a date by hand in the open',
1810:'field at the top of the calendar box using this format: yyyymmdd . if the month and the arrows are',
1811:'not visible to you on the calendar box, please lower the zoom level on your internet browser and/or computer screen.',
1812:'the end pop date represents the last day the servicing agency fulfills the order and delivers the goods and/or services.',
1813:'the performance period may include activities associated with closing out the delivery of goods and/or services. note: the date must',
1814:'be within the gt&c dates. 5. complete the fields in the partner information section of the order based on information',
1815:'provided in the table below: field name description agency account the agency account names will automatically be filled in based',
1816:'on the agencies named on the gt&c. requesting agency group name & description select a group name from the dropdown',
1817:'menu. the description for each group will be separated by a dash after the group name. if a group does',
1818:'not appear for you and you believe it should, please contact your trading partner for assistance. requesting agency alc you',
1819:'may select an alc by clicking on the field and scrolling through the list of available alcs, or you may',
1820:'search of an alc by typing in an alc number in the search field with the magnifying glass above the',
1821:'list of alc numbers. requesting agency cost center optional requesting agency cost center information will only be available to the',
1822:'requesting agency. requesting agency business unit optional requesting agency business unit information will only be available to the requesting agency.',
1823:'requesting agency department id optional requesting agency department information will only be available to the requesting agency. servicing agency group',
1824:'name & description select a group from the dropdown menu. the description for each group will be separated by a',
1825:'dash after the group name. note : only group names that have been assigned to the servicing order manager or',
1826:'creator roles in a user account will appear in the group name dropdown menu. if a group does not appear',
1827:'for you and you believe it should, please contact one of your agencys user administrators for assistance. servicing agency alc',
1828:'you may select an alc by clicking on the field and scrolling through the list of available alcs, or you',
1829:'may search of an alc by typing in an alc number in the search field with the magnifying glass above',
1830:'the list of alc numbers. servicing agency cost center servicing agency cost center information available in the dropdown list will',
1831:'depend on the cost center information entered in the gt&c. servicing agency business unit servicing agency business unit information available',
1832:'in the dropdown list will depend on the business unit information entered in the gt&c. servicing agency department id optional',
1833:'servicing agency department id information available in the dropdown list will depend on the department id information entered in the',
1834:'gt&c. order tracking number enter an internal tracking number for your agency, if applicable. maximum value: 50 characters. unique entity',
1835:'id a distinct identifier which is used to identify a specific government entity. must be exactly 12 characters. funding office',
1836:'code this field is only available to the requesting agency. funding agency code this field is only available to the',
1837:'requesting agency. comments any additional comments associated with the order. 1000 character maximum. 6. click on the authority section on',
1838:'the left side of the page , and fill in the appropriate fields based on the information in provided in',
1839:'the table below: field name description corresponding field on the iaa 7600 b form program authority program authority title this',
1840:'is the title associated with the authority that grants the requesting/servicing agency program authority. enter a servicing program authority title,',
1841:'up to 100 characters. block 20 program authority citation this is the citation associated with the authority that grants the',
1842:'requesting agency/servicing program authority. enter a servicing agency program authority citation of up to 100 characters. block 21 statutory authority',
1843:'statutory authority fund type code required select the appropriate fund type: franchise fund revolving fund working capital fund economy act',
1844:'other authority block 17 statutory authority fund type title conditional enter the statutory authority title, up to 100 characters. this',
1845:'field is required if economy act is not the statutory authority fund type. block 18 statutory authority fund type citation',
1846:'conditional enter the statutory authority citation, up to 100 characters. this field is required if economy act is not the',
1847:'statutory authority fund type. block 19 for additional information regarding statutory authority, please see the available excel spread sheet provided',
1848:'in the interagency agreement iaa section here . 7. click on the advance section on the left side of the',
1849:'page, and fill in the appropriate fields based on information in the table below. critical note : the advance section',
1850:'fields do not become editable unless the advance indicator is set to yes on the order schedule. field name description',
1851:'advance revenue recognition methodology this field is required if the user selected “yes ” as the advance indicator on the',
1852:'order schedule. conditional identify the revenue recognition methodology that both parties will use to account for the requesting agency’s expense',
1853:'and the servicing agency’s revenue as costs incurred by the servicing agency in providing the goods and services for this',
1854:'order against all advances for this order. straight line – select if the same amount recognized each month. accrual per',
1855:'work completed – select if accruing revenue/expense other than on a straightline basis. monthly – select if basing the accrual',
1856:'on work completed and invoiced on a monthly basis. other – select if using another regular period w, such as',
1857:'bimonthly or quarterly. describe the method in the description if method is “other” text box. you should work closely with',
1858:'the requesting agency’s and servicing agency’s finance staff to complete this information. advance revenue recognition description conditional if the user',
1859:'selected “other” in the advance revenue recognition list, enter a description for the method, such as bimonthly, quarterly, etc. for',
1860:'posting accruals. advance payment authority title conditional this field is required if one or more advance fields or amounts are',
1861:'entered in the order. enter the requesting agency’s specific authority that allows advances. advance payment authority citation conditional this field',
1862:'is required if one or more advance fields or amounts are entered in the order. enter the requesting agency’s specific',
1863:'authority that allows advances. 8. click on the delivery section on the left side of the page , and fill',
1864:'in the appropriate fields based on the information in provided in the table below: field name description fob point required',
1865:'the freight on board fob point identifies the buyer and seller agreed upon method for transfer of ownership. fob largely',
1866:'determines which performance reporting rules are applied for order settlement, and ultimately which performance reports will trigger order settlement. select',
1867:'one of the following options where the transfer of responsibility for the goods will occur: source/origin – transfer of ownership',
1868:'and settlement occurs when the servicing agency reports performance; source should be used when the servicing agency wishes to control',
1869:'settlement. destination – transfer of ownership occurs when a requesting agency reports performance; settlement is then triggered when a buyer',
1870:'reports performance or theconstructive receipt days haved passed/occurred, whichever happens first. destination should be used when a requesting agency wishes',
1871:'to control settlement, and the servicing agency will be delivering goods or services to their final destination. other –this is',
1872:'treated the same as fob destination. however, “other” should only be used when a servicing agency is delivering goods or',
1873:'services to a location that is somewhere between origin and destination. critical note : it is important to select the',
1874:'proper fob point as it will have a great impact on performance . constructive receipt days conditional the crd field',
1875:'is required to be filled in if the fob point has been selected as destination . crds are the number',
1876:'of elapsed calendar days from the servicing agencys delivered/performed action after which received/accepted is assumed to occur by the requesting',
1877:'agency. the maximum amount of days that can be entered is 90. note : this field can only be entered',
1878:'and/or modified by the requesting agency. acceptance point select one of the following options where the acceptance of responsibility for',
1879:'the goods occurs: source/origin destination place of acceptance enter the location physical address at which the goods or services will',
1880:'be accepted by the requesting agency. maximum of 100 alphanumeric characters. inspection point select one of the following options where',
1881:'the inspection of the goods occurs: source/origin destination place of inspection this is the location physical address at which the',
1882:'goods or services will be inspected by the requesting agency. maximum of 100 alphanumeric characters. 9. click on the billing',
1883:'section on the left side of the page , and fill in the appropriate fields based on the information in',
1884:'provided in the table below: field name description billing frequency the frequency of an occurrence for an item e.g. collection,',
1885:'bill, invoice. select from the following: weekly monthly quarterly other billing frequency explanation conditional enter an explanation if the billing',
1886:'frequency was selected as other. maximum of 240 alphanumeric characters. priority order indicator identifies whether the order is a high',
1887:'priority. select either yes or no from the dropdown menu. capital planning and investment control identifies whether the information technology',
1888:'it goods or services have been screened to ensure compliance with cpic requirements. this is an indicator that identifies if',
1889:'the goods will become a capital asset if yes is selected or an expense if no is selected. select either',
1890:'yes or no from the dropdown menu. if unknown at time of brokering, agencies may leave this field blank. this',
1891:'value may be changed by administrative modification , which will not require reapproval. 10. click on the point of contact',
1892:'section on the left side of the page , and fill in the appropriate fields based on the information in',
1893:'provided in the table below: field name description name required enter the full name of the servicing agency point of',
1894:'contact poc. email required enter an official email address for the servicing agency poc. phone required enter a phone number',
1895:'for the servicing agency poc. fax enter a fax number for the servicing agency poc. note: servicing agencies may enter',
1896:'in point of contact information for the requesting agency if they desire. 11. click on the prepared by section on',
1897:'the left side of the page. the fields below should be automatically filled in for the servicing agency preparer of',
1898:'the order: field name description name the full name of the person creating the order. phone the business phone number',
1899:'of the person creating the order. email the official email address for the person creating the order. entering line items',
1900:'the requesting agency uses the line item details page to complete the line item information for the order. how to',
1901:'enter line item details: 1. click on line 1 in the menu on the lefthand side of the page .',
1902:'a line item summary for the first line item of the order will display, along with a schedule summary :',
1903:'by clicking on the arrow to the left of the line field, you can toggle the schedule summary on or',
1904:'off. by clicking on the arrow to the left of the schedule field, you can toggle the detailed schedule information',
1905:'on or off. please note that since you are creating a new order, the line item and schedule summaries will',
1906:'display several blank fields at this time; the fields will automatically be filled in once you start to enter specific',
1907:'order data. a line item summary will display the following information: field name description line line number of the order,',
1908:'sequentially starting at 1 uploaded orders can use a different convention. status the current status of the line item should',
1909:'be automatically filled in. item code the product service code/federal supply code for the item or service associated with the',
1910:'order. description a description of the goods or service. units of measure uom standard unit or system of units by',
1911:'which a quantity is accounted for and expressed each uom is either a goods or a service item. product/service identifier',
1912:'this is the national stock number nsn or other pertinent information associated with the shipment. capitalized asset indicates whether or',
1913:'not this item is a capitalized asset or not by displaying true or false . type of service required severable',
1914:'services that are continuing and ongoing, such as helpdesk support, janitorial services, for which the agency receives a benefit each',
1915:'time the service renders. non severable work that results in a final product and for which a benefit occurs only',
1916:'when the entire project is complete, such as systems design. not applicable line quantity the total number of units of',
1917:'the corresponding schedules. total line costs the sum of the line costs. advance amount the total amount of the advance',
1918:'for this order line. net due amount net amount due for this line item once the order line is fully',
1919:'invoiced it is the difference between the obligation and advance amount. 2. click on the notepad/pencil icon in the line',
1920:'field to enter or update the appropriate line item summary fields based on the information in the table below: field',
1921:'name description status the current status of the line item should be automatically filled in. item code required enter the',
1922:'product service code/federal supply code for the item or service associated with the order. description required enter a description of',
1923:'the goods or service. maximum character limit: 240. units of measure uom required standard unit or system of units by',
1924:'which a quantity is accounted for and expressed i.e., do = us dollars, ea = each each uom is either',
1925:'a goods or a service item. as you enter in characters for the uom, a dropdown menu will appear with',
1926:'several uoms to choose from when applicable. a complete list of currently available uoms is available here . uom description',
1927:'required the basic description of the unit of measure being exchanged. this field will automatically be filled in once a',
1928:'uom is selected. product/service identifier optional this is an optional field to capture additional identifier information and it may be',
1929:'agency specific. for example, dod agencies may use the national stock number nsn, or gsa customers may use a gsa',
1930:'item or service code. capitalized asset indicator required specifies when the servicing agency considers the line item to be a',
1931:'capitalized asset. an item is capitalized when it is recorded as an asset, rather than an expense. this means that',
1932:'the expenditure will appear in the balance sheet, rather than the income statement. agencies may have their own guidance for',
1933:'when items are capitalized. select true or false from the dropdown menu. uid required indicator specifies whether or not the',
1934:'item requires a unique item identifier uid marking. please select either y for yes or n for no. type of',
1935:'service requirements required select from the following: severable services provided on an ongoing, as needed, or recurring basis and that',
1936:'meet a need of the government at the time they are delivered. when the need for a portion of recurring',
1937:'or continuing services arises in the fiscal year subsequent to the one in which the services were initially funded, that',
1938:'portion is severable and chargeable to appropriations available for obligation in the subsequent fiscal year. a service is severable if',
1939:'it can be separated into components that independently meet a need of the government. examples include helpdesk support, maintenance, or',
1940:'janitorial services, which are continuous and recurring in nature. non severable services which constitute a specific, entire job or single',
1941:'undertaking with a defined endproduct that cannot feasibly be subdivided for separate performance. accordingly, nonseverable services must be financed entirely',
1942:'out of the appropriation current at the time of award, even though performance may extend into future fiscal years. a',
1943:'service is nonseverable if the service produces a single or unified outcome, product, or report that cannot be subdivided for',
1944:'separate performance in difference fiscal years. examples include system design, building conversion or environmental study. not applicable 3. when you',
1945:'are finished completing all applicable fields, click ok. clicking on cancel returns you to the previous page. how to add',
1946:'additional line items: to add additional line items to an order: if you are in the process of creating an',
1947:'order, and would like to add additional line items to it: 1. click on the add line button located just',
1948:'below the list of existing line items in the line item summary. a new line should then appear below the',
1949:'last line item created. if you would like to add a line item to an order that is in a',
1950:'draft status: 1. click on the orders dropdown menu. 2. click on the order of the order you would like',
1951:'to perform work on. 3. click on one of the lines displayed in the menu on the lefthand side of',
1952:'the page. 4. click on the add line button. a new line should then appear below the last line item',
1953:'created. copying line items how to copy a line item: 1. select an existing line item, and click on the',
1954:'“double page” icon in the line column: 2. an exact copy of the line item will be added to the',
1955:'order underneath the original line item. if you make a copy of a line item that is in itself a',
1956:'copy, then the new line item will appear under the previous copy. deleting line items how to delete line items:',
1957:'to delete line items during the draft phase of an order creation: 1. click on the garbage can icon located',
1958:'in the line field of any given line item. the remove line box will appear. 2. click on yes to',
1959:'delete the line item from the order. clicking on no returns you to the line.. alternatively, you may click on',
1960:'the “x” in the top righthand corner of the box to dismiss the remove line request. 3. once you click',
1961:'yes, the line will be removed from the order. note : after a line is created, it may not be',
1962:'deleted once the order has been saved or updated. instead, it may be cancelled . cancelling and restoring line items',
1963:'a line that has been created may not be deleted once the order has been saved, however, it may be',
1964:'cancelled . please be aware that cancelling a line does not remove the line from view. once a line is',
1965:'cancelled, the status of the line changes to “c”, and several fields on the line will display “0”. if the',
1966:'cancelled line has a schedule associated with it, the status of the schedule will display as “cancelled”. once a line',
1967:'has been cancelled, the remaining information displayed on it and any associated schedule will be ignored by the system. a',
1968:'line that has been cancelled may be restored to an active status if needed see below. how to cancel line',
1969:'items: 1. click on the garbage can icon located in the line field of any given line item that you',
1970:'wish to cancel. the cancel line box will appear. 2. click on yes to cancel the line item. clicking on',
1971:'no will return you to the line. alternatively, you may click on the “x” in the top righthand corner of',
1972:'the box to dismiss the cancel line request. once you click yes, the line will be cancelled. please note that',
1973:'the net order and total order amounts will not reflect the changes until you save or update the order draft.',
1974:'how to restore a cancelled line item: once a line is cancelled, it may be restored to an active status.',
1975:'1. click on the blue garbage can icon with the white arrow inside of it. the restore line box will',
1976:'appear. 2. click on yes to restore the line item. clicking on no will return you to the line. alternatively,',
1977:'you may click on the “x” in the top righthand corner of the box to dismiss the restore line request.',
1978:'3. once you click yes, the line will be restored, and all of the fields will display their previous values',
1979:'before the line was cancelled. please note that the net order and total order amounts will not reflect the changes',
1980:'until you save or update the order draft. entering schedules for each line item created, the requesting agency will use',
1981:'the schedule details page to complete the schedule information for the order. to display the schedule summary for each individual',
1982:'line item : 1. click on the arrow to the left of the line field in any line item to',
1983:'display the schedule summary. alternatively, you may click on the schedule link located in the menu on the left side',
1984:'of the page under any line item listed: a schedule summary will display information noted in the table below. please',
1985:'note that several schedule summary fields will remain empty until information is added to the schedule itself. field name description',
1986:'schedule selected order schedule number. status current status of the line item. unit cost the cost of each unit. quantity',
1987:'the total number of units for this schedule. amount the total amount of this schedule unit cost x quantity. advance',
1988:'pay indicator indicates whether or not this order involves an advance payment. how to enter schedule details: 1. from the',
1989:'schedule summary , click on the arrow to the left of the schedule field. the schedule details fields will display:',
1990:'2. fill out the appropriate fields in each section of the schedule based on information provided in the table below.',
1991:'please note that once information is entered into certain schedule fields, the information displayed in related schedule summary fields will',
1992:'automatically be updated. field name description schedule unit cost required the cost of the unit. quantity required the total number',
1993:'of units for this schedule. advance pay indicator conditional this field is only required if advance was noted on the',
1994:'gt&c. if it was not, this field will default to a selection of no. if advance was noted on the',
1995:'gt&c, select yes or no from the dropdown menu. funding information treasury account symbol see description to the right for',
1996:'required values enter the treasury account symbol tas for the requesting agency by clicking on the magnifying glass icon on',
1997:'the right side of the field. you may select the proper tas from the dropdown menu, or you may manually',
1998:'enter each tas component in the appropriate boxes. the tas is a grouping of three specific united states department of',
1999:'the treasury fundingrelated codes that identify specific united states department of the treasury accounts using receipt, appropriation, expenditure, and other',
2000:'fund account symbols and titles as assigned by the united states department of the treasury and the office of management',
2001:'and budget. required values : aid 3 digits, main 4 digits, and sub 3 digits servicing agencies have the option',
2002:'of selecting a tas for the requesting agency if desired. betc required depending on the tas selected, the available betcs',
2003:'for the servicing agency are coll , colavrct , or coluvrct . the betc is up to an eightcharacter code',
2004:'used in the central accounting reporting system cars to indicate the type of activity being reported borrowing, repayment, offsetting collection,',
2005:'receipt, disbursement, etc.. this code must accompany the tas and the dollar amounts to classify the transaction against the fund',
2006:'balance with the united states department of the treasury. servicing agencies will need to select a betc for the requesting',
2007:'agency if a tas has been selected for the requesting agency. depending on the tas selected, the betcs available for',
2008:'the requesting agency are disgf and disngf . for more information on the general fund disbursement betcs, please contact the',
2009:'general fund group at generalfund@fiscal.treasury.gov object class code select an object class code from the dropdown menu. the federal government',
2010:'uses an object class code to record its financial transactions according to the nature of the services provided or received',
2011:'when obligations first incur. additional accounting classification add any additional accounting information required for agency internal tracking purposes, if needed',
2012:'320 alphanumeric characters maximum. bona fide need this field is only available to the requesting agency. sloa see below use',
2013:'the standard line of accounting sloa fields to enter or edit identification codes used by the requesting agency or the',
2014:'servicing agency. the sloa’s variable length and alphanumeric codes provide a uniform system of reference information to the agency’s original',
2015:'obligating document and verify that billings are properly charged. shown on all purchase requests, resulting obligation and expenditure documents, sloa',
2016:'codes convey key accounting information, such as the department within the agency using the funds, the specific appropriation charged for',
2017:'the purchase of goods/services, the organization responsible for accounting and reporting of the obligation and payment, and the payment type',
2018:'for the specific transaction. the sloa fields include fiscal year dates, accounting codes, and agency disbursing identification. sloa information allows',
2019:'ginvoicing to pass two lines of accounting data to ipac: one line for the requesting agency, and one line for',
2020:'the servicing agency. note : sloa fields are formatted for use by the department of defense dod and follow standard',
2021:'financial information structure sfis; however, they may be used optionally by other trading partners to record additional information such as',
2022:'internal accounting strings. how to enter sloa information : 3. fill in the appropriate fields in the sloa section based',
2023:'on the information provided in the table below: field name description source reference accounting classification reference number enter the requesting',
2024:'agency accounting classification reference number acrn. maximum length is 2 alphanumeric characters. the acrn comprises first of ten elements in',
2025:'a line of accounting. the twodigit acrn identifies each separate line of accounting classification data on a document citing fund',
2026:'usage to ensure that the expenditure properly matches the corresponding obligation. assign an acrn to each line of accounting classification',
2027:'data starting with “aa.” when there is only one line of accounting classification data, the acrn is “aa.” assign alphanumeric',
2028:'acrns when alpha codes are exhausted. the alpha characters “i” and “o” are not used because these characters can be',
2029:'confused with ‘0” and “1”. duplication of acrns does not occur within the same funding document. reimbursable flag the reimbursable',
2030:'indicator is a single alphabetical code used to flag those expenditures incurred for a designated tafs account that are considered',
2031:'reimbursable to the account. a9 in the standard financial information structure sfis ; examples: direct, d or reimbursable r code,',
2032:'federal award identification number the federal award identification number fain is a unique number assigned to a financial assistance award',
2033:'by the awarding agency. this number will identify the award in several systems including: asap.gov, usaspending.gov, and grants.gov. this number',
2034:'along with the cfds will allow for more precise tracking of grant obligations and payments. maximum length is 30 characters.',
2035:'unique record an agency defined identifier that when identifier provided is unique for every reported action. maximum length is 70',
2036:'characters. activity address code the activity address code aac used for shipping location. maximum length is 6 characters. budget line',
2037:'item enter a 16character alphanumeric code that further subdivides the treasury account fund symbol appropriation, below the budget sub activity',
2038:'line. for military personnel, value is budget subactivity bsa plus budget line item bli. b4 in sfis; further subdivides the',
2039:'treasury account fund symbol below subactivity e.g., 111 budget fiscal year enter a 4digit year. the budget or financial year,',
2040:'as opposed to a calendar year. the u.s. governments fiscal year runs from october 1 of the prior year through',
2041:'september 30 of the next year. for example, fy 2015 was from october 2014 through september 2015. e.g., 2018 security',
2042:'cooperation formerly foreign military sales fms customer code the security cooperation customer represents the country receiving the product and/or service',
2043:'in the fms transaction. maximum length is 3 characters. t21 in sfis; security cooperation sc customer security cooperation implementation agency',
2044:'a single character alphabetical code which identifies the us military department or agency which has negotiated or facilitated a foreign',
2045:'military sales case on behalf of the us government. the majority of fms cases are implemented by the army ia',
2046:'code b, navy ia code p or air force ia code d t27 in sfis; identifies the u.s. military department',
2047:'or agency that is executing the sale on behalf of the u.s. government e.g., b=army, d=air force, p=navy security cooperation',
2048:'case designator enter a 3 or 4 character alphanumeric code. a security cooperation case designator is used to reflect a',
2049:'fms contractural sales agreement letter of offer and acceptance between the us and an eligible foreign country t22 in sfis;',
2050:'e.g., uak security cooperation case line item identifier the security cooperation case line item identifier is used to identify a',
2051:'detailed line item requirement contained within the letter of offer and acceptance. suballocation identifies an organization to which funds have',
2052:'been suballocated. maximum length is 4 characters. use of this data element is exclusive to suballocation purposes, useful for financial',
2053:'reporting. e.g.,2054 accounting identifier the agency accounting identifier code identifies the accounting system responsible for recording the accounting event. the',
2054:'agency accounting identifier code is intended to be an accounting system identifier, and therefore must be assigned to only one',
2055:'accounting system. maximum o3 in sfis; fiscal station number; comptroller defined, e.g., 021001 length is 6 characters. funding center identifier',
2056:'enter a 16character alphanumeric code. a funding center is a clearly defined responsibility area within an organizational unit to which',
2057:'budget authority is assigned cost object/cost accounting ca section in sfis, e.g., air force = oac, oban cost center identifier',
2058:'enter a 16character alphanumeric code. a cost center is a clearly defined responsibility area where costs are incurred. ca section',
2059:'in sfis, e.g., navy = bcn project identifier enter a 25character code. a planned undertaking of work to be performed',
2060:'or product to be produced having a finite beginning and end. ca section in sfis, e.g., army = wbs activity',
2061:'identifier enter a 16character code. an activity is a series of events, tasks, or units of work that are linked',
2062:'to perform a specific objective. ca section in sfis, e.g., army = activity/network disburser identifier enter a 8digit number. the',
2063:'agency disbursing identifier is assigned to each disbursing office by the united states department of the treasury. it is an',
2064:'identification number that indicates authority to receive and disburse public funds and issue checks on the united states department of',
2065:'the treasury. cost element code enter a 15character alphanumeric code. a cost element is a classification of an organizations revenues,',
2066:'expenses or consumable resources. cost element code only relates to primary cost. cost element code does not relate to secondary',
2067:'cost which is identified as agency specific and not enterpriselevel. ca section in sfis, e.g., army = commitment item work',
2068:'order number enter a 16character alphanumeric code that identifies an individual unit of work, batch, or lot of a distinct',
2069:'product or service. ca section in sfis, e.g., army = internal order, air force = job order functional area enter',
2070:'a 16character alphanumeric code. a functional area is a logical division of a components business operations. it represents the functions',
2071:'the component performs. ca section in sfis, e.g., army = functional area, air force = budget/project parent award identifier paid',
2072:'the identifier of the procurement award under which the specific award is issued such as a federal supply schedule. term',
2073:'currently applies to procurement actions only. maximum length is 50 characters. procurement instrument identifier piid the unique identifier for each',
2074:'contract, agreement or order. maximum length is 50 characters. 4. fill in the appropriate shipping information fields based on the',
2075:'information provided in the table below: shipping information address identifier a code that identifies the end point of the shipment',
2076:'or the location the service is being performed. agency title the name of the agency at the ship to location.',
2077:'address 1 conditional 1st address line associated with shipment. this information must be entered if any other shipping information has',
2078:'been provided. address 2 2nd address line associated with shipment address 3 3rd address line associated with shipment city conditional',
2079:'this information must be entered if any other shipping information has been provided. the name of the city of the',
2080:'ship to location. postal code conditional this information must be entered if the destination country for the order is the',
2081:'us. the 5digit zip code that geographically identifies individual post offices or metropolitan area delivery stations associated with every mailing',
2082:'address. state conditional the name of the state of the ship to location. this information must be entered if the',
2083:'destination country for the order is the us. country conditional the name of the country of the ship to location.',
2084:'this information must be entered if any other shipping information has been provided. location description the description of the ship',
2085:'to location i.e. : military base, airport, etc. special shipping information optional text field to include additional shipping information for',
2086:'the delivery of products. enter specific information for shipping, shipping company, date/time, special instructions, etc. delivery poc name the name',
2087:'of the point of contact the shipment is being delivered to. delivery poc title optional text field for the title',
2088:'of the point of contact the shipment is being delivered to. delivery poc email enter the email address for the',
2089:'point of contact the shipment is being delivered to. deliver poc phone enter the phone number for the point of',
2090:'contact the shipment is being delivered to. additional info enter any additional information not covered in other areas how to',
2091:'add additional schedules to line items: to add additional schedules to an order: if you are in the process of',
2092:'creating an order, and would like to add additional schedules to it before saving the order as a draft: 1.',
2093:'click on the add schedule button located just below the list of existing schedules under the schedule summary . note',
2094:': if you have the list of schedule details already expanded, you may scroll all the way to the bottom',
2095:'of the details list and click on the add schedule button. a new line should then appear below the last',
2096:'schedule created. if you would like to add a schedule to an order that is in a draft status: 1.',
2097:'from the requesting agency dropdown menu, click on orders . 2. click on the order of the order you would',
2098:'like to perform work on. 3. click on one of the lines displayed in the menu on the lefthand side',
2099:'of the page. 4. click on the add schedule button. a new line should then appear below the last schedule',
2100:'created. copying schedules you may make an exact copy of an existing schedule and add it to the order. how',
2101:'to copy a schedule: 1. select an existing schedule, and click on the “double page” icon in the schedule column:',
2102:'2. an exact copy of the schedule will be added to the order underneath the original schedule. if you make',
2103:'a copy of a schedule that is in itself a copy, then the new schedule will appear under the previous',
2104:'copy. deleting schedules how to delete schedules: to delete schedules during the draft phase of an order creation: 1. click',
2105:'on the garbage can icon located in the schedule field of any given schedule. the remove schedule box will appear.',
2106:'2. click on either yes or no to delete the schedule from the line item. alternatively, you may click on',
2107:'the “x” in the top righthand corner of the box to dismiss the remove schedule request. note : after a',
2108:'schedule is created, it may not be deleted once the order has been saved or updated. instead, it may be',
2109:'cancelled see below. cancelling and restoring schedules a schedule that has been created may not be deleted once the order',
2110:'has been saved; however, it may be cancelled . please be aware that cancelling a schedule does not remove the',
2111:'line from view. once a schedule is cancelled, the status of the schedule changes to “cancelled”. please be aware that',
2112:'if a line that has a schedule associated with it is cancelled, the status of the associated schedule will automatically',
2113:'change to “cancelled”. once a schedule has been cancelled, the remaining information displayed on it will be ignored by the',
2114:'system. note : a line must have at least one active schedule on it. if you attempt to cancel the',
2115:'only schedule associated to a line, an error message will display. a schedule that has been cancelled may be restored',
2116:'to an active status if needed see below. how to cancel schedules: 1. click on the garbage can icon located',
2117:'in the schedule field of any given schedule that you wish to cancel. the cancel schedule box will appear. 2.',
2118:'click on yes to cancel the schedule. clicking on no will return you to the schedule. alternatively, you may click',
2119:'on the “x” in the top righthand corner of the box to dismiss the cancel schedule request. once you click',
2120:'yes, the schedule will be cancelled. how to restore a cancelled schedule: once a schedule is cancelled, it may be',
2121:'restored to an active status. 1. click on the garbage can icon with the white arrow inside of it. the',
2122:'restore schedule box will appear. 2. click on yes to restore the schedule. clicking on no will return you to',
2123:'the schedule. alternatively, you may click on the “x” in the top righthand corner of the box to dismiss the',
2124:'restore schedule request. once you click yes, the schedule will be restored. once an order has been completed: once an',
2125:'order has been completed by the servicing agency, it may be sent for approval . saving an order an agency',
2126:'user may save an order as a draft at any time during the process of creating an order. saving an',
2127:'order as a draft allows a requesting agency or servicing agency user to return to the order at any time',
2128:'to update and/or complete the order. critical note : orders do not selfsave. if you happen move out of the',
2129:'orders submenu without saving an order first, any information you have entered into the order up until that point will',
2130:'not be retained, and you will need to start over. agencies may save an order that has been shared with',
2131:'them by their trading partner and is in a shared with requesting or shared with servicing status . doing so',
2132:'allows an agency user the ability to update an order without advancing it for approval. note : once an order',
2133:'is saved as a draft , users will only be able to delete it from ginvoicing if it meets certain',
2134:'criteria. for further information on deleting orders, please see here . any unwanted orders that have progressed beyond the draft',
2135:'stage and cannot be deleted may be rejected or closed by users with the proper permissions. for additional information on',
2136:'user roles and permissions for orders, please speak to a ginvoicing user administrator from your agency. please keep in mind',
2137:'that when an order is in a draft status, it will only be visible to the requesting agency or servicing',
2138:'agency that is creating the order. an order will only be visible/accessible to the trading partner once it has been',
2139:'shared with them by the agency that created it. how to save an order as a draft: note : users',
2140:'who hold roles within ginvoicing that allow them to create orders will also have at least one group assigned to',
2141:'each of those roles within their ginvoicing user account. you will need to select the appropriate group before you will',
2142:'be able to save the order. for additional information on groups, please speak to a ginvoicing user administrator or organization',
2143:'administrator from your agency. to save an order as a draft at any point during the create order process: 1.',
2144:'click on the save as draft button that appears at the bottom of any create order page. 2. a “success:',
2145:'draft saved ” message will appear, and an order number will display at the top of the order. the order',
2146:'will also move to a draft status. to save an order that is already in a draft status: 1. click',
2147:'on the update draft button that appears at the bottom of any order page. 2. a “success: draft updated ”',
2148:'message will display, and the order will remain in a draft status. how to save an order after it has',
2149:'been shared with your agency by the agency that created it: an agency user may save the information they have',
2150:'entered into an order that is in a shared with requesting or shared with servicing status if they should need',
2151:'to complete their work on it at a later time. please note that before you attempt to save an order',
2152:'that is in a shared status, you may need to fill in some required fields i.e., point of contact information.',
2153:'to save an order that is in a shared with requesting or shared with servicing status: 1. click on the',
2154:'update button at the bottom of each order page. 2. a “success updated ” message will appear at the top',
2155:'of the order. the order will remain in a shared with requesting or shared with servicing status. working with attachments',
2156:'to an order only requesting agency or servicing agency users with the manager, approver, or creator roles assigned to them',
2157:'are able to add attachments to an order. please be aware of following rules when working with order attachments: file',
2158:'name must be no more than 132 characters the only allowable characters in attachment file names are: lower case letters',
2159:'az, upper case letters az, numbers 0 through 9, dashes, and underscores i.e., a file named orders2018&2019mipr$ is not acceptable,',
2160:'but a file named orders 20182019mipr is the maximum number of attachments allowed per order is 25 the upload file',
2161:'size limit for all allowable file types is 10mb the maximum size of all attachments combined per document is 250mb',
2162:'either requesting agency or servicing managers, approvers, or creators can add attachments to an order in the following states: draft,',
2163:'pending requesting approval, shared with servicing, pending servicing approval, and open . file types of .zip, .rar, .cmd, .exe, .bat,',
2164:'and .scr are not allowed as attachments at this time requesting agencies can view seller attachments, but they cannot delete',
2165:'them servicing agencies can view buyer attachments, but they cannot delete them an order draft must be saved at least',
2166:'one time before an attachment may be added to it the following file extensions/types are accepted by ginvoicing: .doc word',
2167:'.docx word .xls excel .xlsx excel .xlsb excel .ppt powerpoint .pptx powerpoint .ppsx powerpoint .pps powerpoint .txt text .csv text',
2168:'.msg email .eml email .jpg image .gif image .png image .bmp image .pdf image .accdb ms database .mdb ms database',
2169:'how to add attachments to orders: 1. from either the requesting agency or servicing agency dropdown menu, click on orders',
2170:'. 2. click on an order . 3. click on the options box on the right side of the order',
2171:'page. 4. click attachments to open the attachments box. the attachments box will appear: 5. click on the add attachment',
2172:'button. the upload attachment box will appear: 6. click on the browse button. 7. select a file from your machine',
2173:'or local network, then click on the open button. your file and its size will appear directly above the nickname',
2174:'field: 8. enter in a nickname for the attachment in the nickname field optional. 9. click on the upload button.',
2175:'clicking on the cancel button will remove the file you selected and returns you to the browse function of the',
2176:'upload attachment box. alternatively, you may also click on the small “x” to the right of the file name to',
2177:'cancel the upload and/or remove the file. 10. a success: attachment added message will appear. to close the attachments box,',
2178:'click on the “x” in the top right corner of the box. how to view attachments to orders: 1. from',
2179:'either the requesting agency or servicing agency dropdown menus, select an order from the order summary page that you would',
2180:'like to add an attachment to, and open it by clicking on the order. 2. locate an order from the',
2181:'order summary list and click on the order to open it. 3. from any order section, click on the options',
2182:'box near the top right corner of the page. 4. click on attachments . the attachments box will appear. 5.',
2183:'locate the file you wish to view, and click on its file name . 6. click on open to view',
2184:'the file, save to store the file on your machine or network , or cancel to return to the list',
2185:'of attachments. note : this may differ slightly depending on the internet browser being used. how to delete attachments from',
2186:'orders: attachments may only be deleted by the agency that uploaded them. 1. from either the requesting agency or servicing',
2187:'agency dropdown menus, select an order from the gt&c summary page that you would like to add an attachment to,',
2188:'and open it by clicking on the order. 2. locate an order from the order summary list and click on',
2189:'the order to open it. 3. click on attachments . 4. locate the file you wish to view, and click',
2190:'on the garbage can icon for it in the delete column. 5. click on yes to delete the attachment. clicking',
2191:'on no returns you to the list of attachments. 6. a success: attachment deleted message will appear. submitting an order',
2192:'for approval the requesting agency and servicing agency are both required to submit orders for approval. once an agency has',
2193:'finished creating an order and approves it, the order then becomes available for the trading partner to approve it. please',
2194:'note that only users who hold either the requesting agency order manager or servicing agency order manager roles may submit',
2195:'an order for approval. in addition, please ensure that all required fields are filled in before attempting to submit an',
2196:'order for approval. how to submit an order for approval as the agency who created it: 1. locate an order',
2197:'from the requesting agency orders summary page or servicing agency orders summary page , and click on the order .',
2198:'2. click on the submit for requesting approval or submit for servicing approval button at the bottom of any order',
2199:'screen. if the order passes the data validation stage, a message stating “success – order submitted for requesting or servicing',
2200:'agency approval ” will display, and notifications will be sent to the requesting agency or servicing agency approvers if they',
2201:'have subscribed to them. if the order does not pass the data validation stage, a message stating “data validation failed.',
2202:'please correct invalid data ” will appear at the top of the order. if you look on the left side',
2203:'of the order page, a red oval will display to the right of one or more section names. the number',
2204:'in the middle of the red oval will denote the number of errors that need to be corrected within that',
2205:'section before the order can be submitted for approval. for each section that displays a red oval, click on the',
2206:'section name to view the specific data/fields that need to be addressed. the items that need to be corrected will',
2207:'be underlined in red, along with a brief description of the error provided just below the data/field itself. in the',
2208:'example below, there was one error noted in the authority section of the order. clicking on authority in the menu',
2209:'on the left revealed that the statutory authority fund type code field was left empty, with the text “required ”',
2210:'displayed beneath it. filling out the field by selecting one of the choices provided in the dropdown menu will remove',
2211:'the red oval from the section menu. you may also remove the error message at the top of the order',
2212:'by clicking on the red “x” in the far right side of the error message box. when all of the',
2213:'errors have been cleared, click on the either the submit for requesting approval or submit for servicing approval button to',
2214:'forward the order on for approvals. if the order passes data validation, the order status will change to pending requesting',
2215:'approval or pending servicing approval, and notifications will be sent to the appropriate requesting agency or servicing agency approvers if',
2216:'they have subscribed to them. how to submit an order for approval as the servicing agency once it has been',
2217:'shared with you by the requesting agency: 1. log in to ginvoicing. 2. from the servicing agency dropdown menu, click',
2218:'on orders . the order summary page appears. 3. search for an order in a shared with servicing status, then',
2219:'click on the order to view it. 4. the order opens with the partner information section displaying by default. complete',
2220:'the partner information section of the order based on information provided in the table below: field name description group name',
2221:'group information available in the dropdown menu will depend on the organizational groups a user has access to. servicing agency',
2222:'cost center optional servicing agency cost center information available in the dropdown menu will depend on the cost center information',
2223:'entered in the gt&c. servicing agency business unit optional servicing agency business unit information available in the dropdown menu will',
2224:'depend on the business unit information entered in the gt&c. servicing agency department id optional servicing agency department id information',
2225:'available in the dropdown menu will depend on the department id information entered in the gt&c. order tracking number enter',
2226:'an internal tracking number for your agency, if applicable. maximum value: 50 characters. unique entity id a distinct identifier which',
2227:'is used to identify a specific commercial, nonprofit, or government entity. 12 characters. comments any additional comments associated with the',
2228:'order. 1000 character maximum. 5. click on the authority section on the left side of the page , and fill',
2229:'in the appropriate fields based on the information provided in the table below: field name description corresponding field on the',
2230:'iaa 7600b form program authority program authority title enter the servicing agency program authority title, up to 100 characters. n/a',
2231:'program authority citation conditional if you entered a program authority title, enter the program authority citation up to 100 characters.',
2232:'n/a statutory authority statutory authority fund type code required select the appropriate fund type: franchise fund revolving fund working capital',
2233:'fund economy act other authority block 18 statutory authority fund type title conditional this field is required if economy act',
2234:'is not the statutory authority fund type. enter the servicing agency statutory authority title, up to 100 characters. block 19',
2235:'statutory authority fund type citation conditional this field is required if economy act is not the statutory authority fund type.',
2236:'enter the servicing agency statutory authority citation, up to 100 characters. block 20 6. click on the advance section on',
2237:'the left side of the page, and fill in the appropriate fields based on information in the table below: field',
2238:'name description advance revenue recognition methodology conditional this field is required if the agency selected “yes ” for advance payment',
2239:'on the gt&c agreement. identify the revenue recognition methodology that both parties will use to account for the requesting agency’s',
2240:'expense and the servicing agency’s revenue as costs incurred by the servicing agency in providing the goods and services for',
2241:'this order against all advances for this order. straight line – select if the same amount recognized each month. accrual',
2242:'per work completed – select if accruing revenue/expense other than on a straightline basis. monthly – select if basing the',
2243:'accrual on work completed and invoiced on a monthly basis. other – select if using another regular period w, such',
2244:'as bimonthly or quarterly. describe the method in the description if method is “other” text box. you should work closely',
2245:'with the requesting agency’s and servicing agency’s finance staff to complete this information. advance revenue recognition description conditional if the',
2246:'servicing agency selected “other” in the advance revenue recognition list, enter a description for the method, such as bimonthly, quarterly,',
2247:'etc. for posting accruals. advance payment authority title conditional this field is required if one or more advance fields or',
2248:'amounts are entered in the order. enter the servicing agency’s specific authority that allows advances. advance payment authority citation conditional',
2249:'this field is required if one or more advance fields or amounts are entered in the order. enter the servicing',
2250:'agency’s specific authority that allows advances. 7. click on the billing section on the left side of the page, and',
2251:'fill in the appropriate fields based on the information in the table below: field name description billing frequency required select',
2252:'the billing frequency: weekly monthly quarterly other billing frequency explanation conditional this field is required if the billing frequency was',
2253:'chosen as “other”. if the servicing agency selected “other” in the billing frequency box, enter a description for the frequency.',
2254:'8. click on the point of contact section on the left side of the page , and fill in the',
2255:'appropriate fields based on the information provided in the table below: field name description name required enter the full name',
2256:'of the servicing agency point of contact poc. email required enter an official email address for the servicing agency poc.',
2257:'phone required enter a phone number for the servicing agency poc. fax enter a fax number for the servicing agency',
2258:'poc. 9. skip the prepared by section. the preparer information will automatically be filled in once the servicing agency sends',
2259:'the order for approval. 10. click on a line from the list on the left side of the page. 11.',
2260:'click on the notepad/pencil icon in the line field to enter or update the appropriate line item summary fields based',
2261:'on the information in the table below: field name description capitalized asset indicator required indicates whether or not this item',
2262:'is a capitalized asset. select true or false from the dropdown menu, then click ok. 12. from the menu on',
2263:'the lefthand side of the page, click on the schedule for each line number on the order, and fill in',
2264:'the appropriate fields based on information in the table below: field name description funding information treasury account symbol enter the',
2265:'treasury account symbol tas for the servicing agency by clicking on the magnifying glass icon on the right see description',
2266:'on the right for required values. side of the field. you may select the proper tas from the dropdown menu,',
2267:'or you may manually enter each tas component in the appropriate boxes. please note that only tas values related to',
2268:'coll betcs will be displayed in the dropdown menu or will be accepted by the system if entered manually. the',
2269:'tas is a grouping of eight specific united states department of the treasury fundingrelated codes that identify specific united states',
2270:'department of the treasury accounts using receipt, appropriation, expenditure, and other fund account symbols and titles as assigned by the',
2271:'united states department of the treasury and the office of management and budget. required values : aid 3 digits, main',
2272:'4 digits, and sub 3 digits betc required select a betc business event type code for the servicing agency if',
2273:'one has not already autopopulated in the field after a tas has been selected. please be aware that depending on',
2274:'what tas is selected, only one betc may be available to use. collection is limited to credit betc. payment is',
2275:'limited to debit betc. the betc is an eightcharacter code used in the central accounting reporting system cars to indicate',
2276:'the type of activity being reported borrowing, repayment, offsetting collection, receipt, disbursement, etc.. this code must accompany the tas and',
2277:'the dollar amounts to classify the transaction against the fund balance with united states department of the treasury. object class',
2278:'code select an object class code from the list and click add to move it to the list box to',
2279:'the right. the federal government uses an object class code to record its financial transactions according to the nature of',
2280:'the services provided or received when obligations first incur. additional accounting classification add any additional accounting information required for agency',
2281:'internal tracking purposes, if needed 320 alphanumeric characters maximum. bona fide need required please enter sufficient information to describe and',
2282:'support the transaction 150 alphanumeric characters maximum. sloa see below use the standard line of accounting sloa fields to enter',
2283:'or edit identification codes used by the requesting agency or the servicing agency. the sloa’s variable length and alphanumeric codes',
2284:'provide a uniform system of reference information to the agency’s original obligating document and verify that billings are properly charged.',
2285:'shown on all purchase requests, resulting obligation and expenditure documents, sloa codes convey key accounting information, such as the department',
2286:'within the agency using the funds; the specific appropriation charged for the purchase of goods/services; the organization responsible for accounting',
2287:'and reporting of the obligation and payment; and the payment type for the specific transaction. the sloa fields include fiscal',
2288:'year dates, accounting codes, and agency disbursing identification. to enter sloa information as the servicing agency: 13. fill in the',
2289:'appropriate fields in the sloa section based on the information provided in the table below: field name description source reference',
2290:'accounting classification reference number enter the servicing agency accounting classification reference number acrn. maximum length is 2 alphanumeric characters. the',
2291:'acrn comprises first of ten elements in a line of accounting. the twodigit acrn identifies each separate line of accounting',
2292:'classification data on a document citing fund usage to ensure that the expenditure properly matches the corresponding obligation. assign an',
2293:'acrn to each line of accounting classification data starting with “aa.” when there is only one line of accounting classification',
2294:'data, the acrn is “aa.” assign alphanumeric acrns when alpha codes are exhausted. the alpha characters “i” and “o” are',
2295:'not used because these characters can be confused with ‘0” and “1”. duplication of acrns does not occur within the',
2296:'same funding document. reimbursable flag the reimbursable indicator is a single alphabetical code used to flag those expenditures incurred for',
2297:'a designated tafs account that are considered reimbursable to the account. a9 in sfis; examples: direct, d or reimbursable r',
2298:'code, federal award identification number the federal award identification number fain is a unique number assigned to a financial assistance',
2299:'award by the awarding agency. this number will identify the award in several systems including: asap.gov, usaspending.gov, and grants.gov. this',
2300:'number along with the cfds will allow for more precise tracking of grant obligations and payments. maximum length is 30',
2301:'characters. unique record identifier an agency defined identifier that when provided is unique for every reported action. maximum length is',
2302:'70 characters. activity address code conditional this field is required if the business partner network bpn field within the partner',
2303:'information section of the schedule is left empty. the activity address code aac used for shipping location. maximum length is',
2304:'6 characters. budget line item enter a 16character alphanumeric code that further subdivides the treasury account fund symbol appropriation, below',
2305:'the budget sub activity line. for military personnel, value is budget subactivity bsa plus budget line item bli. b4 in',
2306:'sfis; further subdivides the treasury account fund symbol below subactivity e.g., 111 budget fiscal year enter a 4digit year. the',
2307:'budget or financial year, as opposed to a calendar year. the u.s. governments fiscal year runs from october 1 of',
2308:'the prior year through september 30 of the next year. for example, fy 2015 was from october 2014 through september',
2309:'2015. e.g., 2018 security cooperation the security cooperation customer represents the country receiving the t21 in sfis; security cooperation sc',
2310:'customer formerly foreign military sales/fms customer code product and/or service in the fms transaction. maximum length is 3 characters. security',
2311:'cooperation implementation agency a single character alphabetical code which identifies the us military department or agency which has negotiated or',
2312:'facilitated a foreign military sales case on behalf of the us government. the majority of fms cases are implemented by',
2313:'the army ia code b, navy ia code p or air force ia code d t27 in sfis; identifies the',
2314:'u.s. military department or agency that is executing the sale on behalf of the u.s. government e.g., b=army, d=air force,',
2315:'p=navy security cooperation case designator enter a 4 character alphanumeric code. a security cooperation case designator is used to reflect',
2316:'a fms contractural sales agreement letter of offer and acceptance between the us and an eligible foreign country t22 in',
2317:'sfis; e.g., uak security cooperation case line item identifier the security cooperation case line item identifier is used to identify',
2318:'a detailed line item requirement contained within the letter of offer and acceptance. suballocation identifies an organization to which funds',
2319:'have been suballocated. maximum length is 4 characters. use of this data element is exclusive to suballocation purposes, useful for',
2320:'financial reporting. e.g.,2054 accounting identifier the agency accounting identifier code identifies the accounting system responsible for recording the accounting event.',
2321:'the agency accounting identifier code is intended to be an accounting system identifier, and therefore must be assigned to only',
2322:'one accounting system. maximum length is 6 characters. o3 in sfis; fiscal station number; comptroller defined, e.g., 021001 funding center',
2323:'identifier enter a 16character alphanumeric code. a funding center is a clearly defined responsibility area within an organizational unit to',
2324:'which budget authority is assigned cost object/cost accounting ca section in sfis, e.g., air force = oac, oban cost center',
2325:'identifier enter a 16character alphanumeric code. a cost center is a clearly defined responsibility area where costs are incurred. ca',
2326:'section in sfis, e.g., navy = bcn project identifier enter a 25character code. a planned undertaking of work to be',
2327:'performed or product to be produced having a finite beginning and end. ca section in sfis, e.g., army = wbs',
2328:'activity identifier enter a 16character code. an activity is a series of events, tasks, or units of work that are',
2329:'linked to perform a specific objective. ca section in sfis, e.g., army = activity/network disburser identifier the agency disbursing identifier',
2330:'is assigned to each disbursing office by the united states department of the treasury. the agency disbursing identifier is an',
2331:'identification number that indicates authority to receive and disburse public funds and issue checks on the united states department of',
2332:'the treasury. cost element code enter a 15character alphanumeric code. a cost element is a classification of an organizations revenues,',
2333:'expenses or consumable resources. cost element code only relates to primary cost. cost element code does not relate to secondary',
2334:'cost which is identified as agency specific and not enterpriselevel. ca section in sfis, e.g., army = commitment item work',
2335:'order number enter a 16character alphanumeric code that identifies an individual unit of work, batch, or lot of a distinct',
2336:'product or service. ca section in sfis, e.g., army = internal order, air force = job order functional area enter',
2337:'a 16character alphanumeric code. a functional area is a logical division of a components business operations. it represents the functions',
2338:'the component performs. ca section in sfis, e.g., army = functional area, air force = budget/project parent award identifier paid',
2339:'the identifier of the procurement award under which the specific award is issued such as a federal supply schedule. term',
2340:'currently applies to procurement actions only. maximum length is 50 characters. procurement instrument identifier piid the unique identifier for each',
2341:'contract, agreement or order. maximum length is 50 characters. 14. fill in the appropriate shipping information fields based on the',
2342:'information provided in the table below: shipping information field name description additional info enter any additional information not covered in',
2343:'other areas 15. click on the submit for requesting approval button at the bottom of any order screen. 16. in',
2344:'the submit for approval box, click on yes . clicking no returns you to the previous screen. if the order',
2345:'passes the data validation stage, a message stating “success – order submitted for servicing agency approval ” will display, and',
2346:'notifications will be sent to the servicing agency approvers if they have subscribed to them. once the servicing agency sends',
2347:'the order for approval, the preparer information for the servicing agency will autofill in the prepared by section. if the',
2348:'order does not pass the data validation stage, a message stating “data validation failed. please correct invalid data ” will',
2349:'appear at the top of the order. if you look on the left side of the order page, a red',
2350:'oval will display to the right of one or more section names. the number in the middle of the red',
2351:'oval will denote the number of errors that need to be corrected within that section before the order can be',
2352:'submitted for approval. for each section that displays a red oval, click on the section name to view the specific',
2353:'data/fields that need to be addressed. the items that need to be corrected will be underlined in red, along with',
2354:'a brief description of the error provided just below the data/field itself. in the example below, there was one error',
2355:'noted in the billing section of the order. clicking on billing in the menu on the left revealed that the',
2356:'billing frequency field was left empty, with the text “required ” displayed beneath it. filling out the field by selecting',
2357:'one of the choices provided in the dropdown menu will remove the red oval from the section menu. you may',
2358:'also remove the large error message at the top of the order by clicking on the red “x” in the',
2359:'far right side of the error message box. when all of the errors have been cleared, click on the submit',
2360:'for servicing approval button to forward the order on for approvals. if the order passes data validation, notifications will be',
2361:'sent to the servicing agency approvers via email if they have subscribed to them. how to submit an order for',
2362:'approval as the requesting agency once it has been sent to you by the servicing agency: 1. log in to',
2363:'ginvoicing. 2. from the requesting agency dropdown menu, click on orders . the requesting agency order summary page appears. 3.',
2364:'search for an order in a shared with requesting status, then click on the order to view it. 4. the',
2365:'order opens with the partner information section displaying by default. complete the partner information section of the order based on',
2366:'information provided in the table below: field name description group name group information available in the dropdown menu will depend',
2367:'on the organizational groups a user has access to. requesting agency cost center optional requesting agency cost center information available',
2368:'in the dropdown menu will depend on the cost center information entered in the gt&c. requesting agency business unit optional',
2369:'requesting agency business unit information available in the dropdown menu will depend on the business unit information entered in the',
2370:'gt&c. requesting agency department id optional requesting agency department id information available in the dropdown menu will depend on the',
2371:'department id information entered in the gt&c. order tracking number enter an internal tracking number for your agency, if applicable.',
2372:'maximum value: 50 characters. unique entity id a distinct identifier which is used to identify a specific commercial, nonprofit, or',
2373:'government entity. 12 characters. comments any additional comments associated with the order. 1000 character maximum. 5. click on the authority',
2374:'section on the left side of the page , and fill in the appropriate fields based on the information provided',
2375:'in the table below: field name description corresponding field on the iaa 7600b form program authority program authority title enter',
2376:'the requesting agency program authority title, up to 100 characters. n/a program authority citation conditional if you entered a program',
2377:'authority title, enter the requesting agency program authority citation up to 100 characters. n/a statutory authority statutory authority fund type',
2378:'code required this field is only available to the servicing agency. block 18 statutory authority fund type title conditional this',
2379:'field is only available to the servicing agency. block 19 statutory authority fund type citation conditional this field is only',
2380:'available to the servicing agency. block 20 6. requesting agencies may skip the advance section as it is only available',
2381:'to the servicing agency. 7. click on the delivery section on the left side of the page , and fill',
2382:'in the appropriate fields based on the information in provided in the table below: field name description fob point required',
2383:'this field should be autopopulated for the requesting agency. the freight on board fob point identifies the buyer and seller',
2384:'agreed upon method for transfer of ownership. fob largely determines which performance reporting rules are applied for order settlement, and',
2385:'ultimately which performance reports will trigger order settlement. one of the following selections for where the transfer of responsibility for',
2386:'the goods will display: source/origin – transfer of ownership and settlement occurs when the servicing agency reports performance; source should',
2387:'be used when the servicing agency wishes to control settlement. destination – transfer of ownership occurs when a requesting agency',
2388:'reports performance; settlement is then triggered when a buyer reports performance or the constructive receipt days have passed/occurred, whichever happens',
2389:'first. destination should be used when a requesting agency wishes to control settlement, and the servicing agency will be delivering',
2390:'goods or services to their final destination. other –this is treated the same as fob destination. however, “other” should only',
2391:'be used when a servicing agency is delivering goods or services to a location that is somewhere between origin and',
2392:'destination. critical note : it is important that the proper fob point be chosen as it will have a great',
2393:'impact on performance . constructive receipt days conditional this field will autopopulate for the requesting agency. the crd field is',
2394:'required to be filled in if the fob point has been selected as destination . crds are the number of',
2395:'elapsed calendar days from the servicing agencys delivered/performed action after which received/accepted is assumed to occur by the requesting agency.',
2396:'the maximum amount of days that can be entered is 90. note : this field can only be entered and/or',
2397:'modified by the agency that created the order. acceptance point this field will autopopulate for the requesting agency. one of',
2398:'the following selections for where the acceptance of responsibility for the goods occurs will display: source/origin destination place of acceptance',
2399:'enter the location where the goods were delivered and/or accepted. inspection point this field will autopopulate for the requesting agency.',
2400:'one of the following selections for where the inspection of the goods occurs will display: source/origin destination place of inspection',
2401:'enter the location where the inspection of the goods occurs. 8. requesting agencies may skip the billing section as it',
2402:'is only available to the servicing agency. 9. click on the point of contact section on the left side of',
2403:'the page , and fill in the appropriate fields based on the information provided in the table below: field name',
2404:'description name required enter the full name of the requesting agency point of contact poc. email required enter an official',
2405:'email address for the requesting agency poc. phone required enter a phone number for the requesting agency poc. fax enter',
2406:'a fax number for the requesting agency poc. 10. skip the prepared by section. the preparer information will automatically be',
2407:'filled in once the servicing agency sends the order for approval. 11. click on a line from the list on',
2408:'the left side of the page. 12. click on the notepad/pencil icon in the line field to review the line',
2409:'item summary fields. please note that the requesting agency will not be able to modify these fields. 13. from the',
2410:'menu on the lefthand side of the page, click on the schedule for each line number on the order, and',
2411:'fill in the appropriate fields based on information in the table below: field name description funding information treasury account symbol',
2412:'see description on the right for required values. enter the treasury account symbol tas for the requesting agency by clicking',
2413:'on the magnifying glass icon on the right side of the field. you may select the proper tas from the',
2414:'dropdown menu, or you may manually enter each tas component in the appropriate boxes. please note that only tas values',
2415:'related to disgf , and disngf betcs will be displayed in the dropdown menu or will be accepted by the',
2416:'system if entered manually. the tas is a grouping of three specific united states department of the treasury fundingrelated codes',
2417:'that identify specific united states department of the treasury accounts using receipt, appropriation, expenditure, and other fund account symbols and',
2418:'titles as assigned by the united states department of the treasury and the office of management and budget. required values',
2419:': aid 3 digits, main 4 digits, and sub 3 digits betc required select a betc business event type code',
2420:'for the requesting agency from the dropdown menu. the available betcs are: disgf disngf the betc is an eightcharacter code',
2421:'used in the central accounting reporting system cars to indicate the type of activity being reported borrowing, repayment, offsetting collection,',
2422:'receipt, disbursement, etc.. this code must accompany the tas and the dollar amounts to classify the transaction against the fund',
2423:'balance with united states department of the treasury. object class code select an object class code from the list and',
2424:'click add to move it to the list box to the right. the federal government uses an object class code',
2425:'to record its financial transactions according to the nature of the services provided or received when obligations first incur. additional',
2426:'accounting classification add any additional accounting information required for agency internal tracking purposes, if needed 320 alphanumeric characters maximum. sloa',
2427:'see below use the standard line of accounting sloa fields to enter or edit identification codes used by the requesting',
2428:'agency or the servicing agency. the sloa’s variable length and alphanumeric codes provide a uniform system of reference information to',
2429:'the agency’s original obligating document and verify that billings are properly charged. shown on all purchase requests, resulting obligation and',
2430:'expenditure documents, sloa codes convey key accounting information, such as the department within the agency using the funds; the specific',
2431:'appropriation charged for the purchase of goods/services; the organization responsible for accounting and reporting of the obligation and payment; and',
2432:'the payment type for the specific transaction. the sloa fields include fiscal year dates, accounting codes, and agency disbursing identification.',
2433:'to enter sloa information as the requesting agency: 13. fill in the appropriate fields in the sloa section based on',
2434:'the information provided in the table below: field name description source reference accounting classification reference number enter the requesting agency',
2435:'accounting classification reference number acrn. maximum length is 2 alphanumeric characters. the acrn comprises first of ten elements in a',
2436:'line of accounting. the twodigit acrn identifies each separate line of accounting classification data on a document citing fund usage',
2437:'to ensure that the expenditure properly matches the corresponding obligation. assign an acrn to each line of accounting classification data',
2438:'starting with “aa.” when there is only one line of accounting classification data, the acrn is “aa.” assign alphanumeric acrns',
2439:'when alpha codes are exhausted. the alpha characters “i” and “o” are not used because these characters can be confused',
2440:'with ‘0” and “1”. duplication of acrns does not occur within the same funding document. reimbursable flag the reimbursable indicator',
2441:'is a single alphabetical code used to flag those expenditures incurred for a designated tafs account that are considered reimbursable',
2442:'to the account. a9 in sfis; examples: direct, d or reimbursable r code, federal award identification number the federal award',
2443:'identification number fain is a unique number assigned to a financial assistance award by the awarding agency. this number will',
2444:'identify the award in several systems including: asap.gov, usaspending.gov, and grants.gov. this number along with the cfds will allow for',
2445:'more precise tracking of grant obligations and payments. maximum length is 30 characters. unique record identifier an agency defined identifier',
2446:'that when provided is unique for every reported action. maximum length is 70 characters. activity address code conditional this field',
2447:'is required if the business partner network bpn field within the partner information section of the schedule is left empty.',
2448:'the activity address code aac used for shipping location. maximum length is 6 characters. budget line item enter a 16character',
2449:'alphanumeric code that further subdivides the treasury account fund symbol appropriation, below the budget sub activity line. for military personnel,',
2450:'value is budget subactivity bsa plus budget line item bli. b4 in sfis; further subdivides the treasury account fund symbol',
2451:'below subactivity e.g., 111 budget fiscal year enter a 4digit year. the budget or financial year, as opposed to a',
2452:'e.g., 2018 calendar year. the u.s. governments fiscal year runs from october 1 of the prior year through september 30',
2453:'of the next year. for example, fy 2015 was from october 2014 through september 2015. security cooperation formerly foreign military',
2454:'sales/fms customer code the security cooperation customer represents the country receiving the product and/or service in the fms transaction. maximum',
2455:'length is 3 characters. t21 in sfis; security cooperation sc customer security cooperation implementation agency a single character alphabetical code',
2456:'which identifies the us military department or agency which has negotiated or facilitated a foreign military sales case on behalf',
2457:'of the us government. the majority of fms cases are implemented by the army ia code b, navy ia code',
2458:'p or air force ia code d t27 in sfis; identifies the u.s. military department or agency that is executing',
2459:'the sale on behalf of the u.s. government e.g., b=army, d=air force, p=navy security cooperation case designator enter a 4',
2460:'character alphanumeric code. a security cooperation case designator is used to reflect a fms contractural sales agreement letter of offer',
2461:'and acceptance between the us and an eligible foreign country t22 in sfis; e.g., uak security cooperation case line item',
2462:'identifier the security cooperation case line item identifier is used to identify a detailed line item requirement contained within the',
2463:'letter of offer and acceptance. suballocation identifies an organization to which funds have been suballocated. maximum length is 4 characters.',
2464:'use of this data element is exclusive to suballocation purposes, useful for financial reporting. e.g.,2054 accounting identifier the agency accounting',
2465:'identifier code identifies the accounting system responsible for recording the accounting event. the agency accounting identifier code is intended to',
2466:'be an accounting system identifier, and therefore must be assigned to only one accounting system. maximum length is 6 characters.',
2467:'o3 in sfis; fiscal station number; comptroller defined, e.g., 021001 funding center identifier enter a 16character alphanumeric code. a funding',
2468:'center is a clearly defined responsibility area within an organizational unit to which budget authority is assigned cost object/cost accounting',
2469:'ca section in sfis, e.g., air force = oac, oban cost center identifier enter a 16character alphanumeric code. a cost',
2470:'center is a clearly defined responsibility area where costs are incurred. ca section in sfis, e.g., navy = bcn project',
2471:'identifier enter a 25character code. a planned undertaking of work to be performed or product to be produced having a',
2472:'finite beginning and end. ca section in sfis, e.g., army = wbs activity identifier enter a 16character code. an activity',
2473:'is a series of events, tasks, or units of ca section in sfis, e.g., army = activity/network work that are',
2474:'linked to perform a specific objective. disburser identifier the agency disbursing identifier is assigned to each disbursing office by the',
2475:'united states department of the treasury. the agency disbursing identifier is an identification number that indicates authority to receive and',
2476:'disburse public funds and issue checks on the united states department of the treasury. cost element code enter a 15character',
2477:'alphanumeric code. a cost element is a classification of an organizations revenues, expenses or consumable resources. cost element code only',
2478:'relates to primary cost. cost element code does not relate to secondary cost which is identified as agency specific and',
2479:'not enterpriselevel. ca section in sfis, e.g., army = commitment item work order number enter a 16character alphanumeric code that',
2480:'identifies an individual unit of work, batch, or lot of a distinct product or service. ca section in sfis, e.g.,',
2481:'army = internal order, air force = job order functional area enter a 16character alphanumeric code. a functional area is',
2482:'a logical division of a components business operations. it represents the functions the component performs. ca section in sfis, e.g.,',
2483:'army = functional area, air force = budget/project parent award identifier paid the identifier of the procurement award under which',
2484:'the specific award is issued such as a federal supply schedule. term currently applies to procurement actions only. maximum length',
2485:'is 50 characters. procurement instrument identifier piid the unique identifier for each contract, agreement or order. maximum length is 50',
2486:'characters. 14. fill in the appropriate shipping information fields based on the information provided in the table below: shipping information',
2487:'field name description additional info enter any additional information not covered in other areas 15. click on the submit for',
2488:'requesting approval button at the bottom of any order screen. 16. in the submit for approval box, click on yes',
2489:'. clicking no returns you to the previous screen. if the order passes the data validation stage, a message stating',
2490:'“success – order submitted for requesting agency approval ” will display, and notifications will be sent to the servicing agency',
2491:'approvers if they have subscribed to them. once the requesting agency sends the order for approval, the preparer information for',
2492:'the requesting agency will autofill in the prepared by section. if the order does not pass the data validation stage,',
2493:'a message stating “data validation failed. please correct invalid data ” will appear at the top of the order. if',
2494:'you look on the left side of the order page, a red oval will display to the right of one',
2495:'or more section names. the number in the middle of the red oval will denote the number of errors that',
2496:'need to be corrected within that section before the order can be submitted for approval. for each section that displays',
2497:'a red oval, click on the section name to view the specific data/fields that need to be addressed. the items',
2498:'that need to be corrected will be underlined in red, along with a brief description of the error provided just',
2499:'below the data/field itself. in the example below, there were three errors noted in the point of contact section of',
2500:'the order. clicking on point of contact in the menu on the left revealed that the name, email, and phone',
2501:'number fields were left empty, with the text “required ” displayed beneath them. filling out the fields will remove the',
2502:'red ovals from the section menu. you may also remove the large error message at the top of the order',
2503:'by clicking on the red “x” in the far right side of the error message box. when all of the',
2504:'errors have been cleared, click on the submit for requesting approval button to forward the order on for approvals. if',
2505:'the order passes data validation, notifications will be sent to the servicing agency approvers via email if they have subscribed',
2506:'to them. approving an order users must have the following roles assigned to their ginvoicing user accounts to be able',
2507:'to approve orders, along with the appropriate groups: requesting agency : requesting order funding official approver or requesting order program',
2508:'official approver roles servicing agency : servicing order funding official approver or servicing order program official approver roles both the',
2509:'requesting agency and servicing agency are required to submit an order for approval. when the order has a status of',
2510:'“pending requesting agency approval,” the requesting agency accesses the order approvals page to approve the requesting agency portion of the',
2511:'order. the order shows as “open” only after the program official and funding official from each agency sign the order.',
2512:'once the order is in an “open” state, the servicing agency can take action on it. note : if a',
2513:'requesting agency or servicing agency creates an order in its own erp and sends the order to ginvoicing, the two',
2514:'approvals by that agency will have already been submitted and will be viewable on the order in ginvoicing, and only',
2515:'the trading partner on the order can approve it through the ginvoicing user interface ui. the order will be in',
2516:'pending requesting approval or pending servicing approval until the trading partner approves the order through the ui. please be aware',
2517:'that a servicing or requesting agency will not be able to access and view an order until the document is',
2518:'in a shared with servicing or shared with requesting status, respectively. how to approve an order as the requesting agency:',
2519:'1. log into ginvoicing. 2. from the requesting agency dropdown menu, click on orders . the order summary page appears.',
2520:'3. search for an order in a pending requesting approval status, then click on the order to view it. 4.',
2521:'click on approvals from the menu on the left side of the order. the order approvals page appears: 5. in',
2522:'the funding official section, click on the notepad icon to the right of requesting agency . the following information will',
2523:'appear: field name description name the full name of the requesting funding official approving the order will automatically be filled',
2524:'in. title required manually enter the position title of the requesting funding official. email the official email address of the',
2525:'requesting funding official approving the order will automatically be filled in. phone the phone number of the requesting funding official',
2526:'approving the order will automatically be filled in. fax optional manually enter a fax number for the requesting funding official,',
2527:'if needed. date signed the date the order was signed by the requesting funding official will automatically be filled in.',
2528:'note: to remove the requesting agency funding official information you have manually entered in during this stage, click on the',
2529:'garbage can icon to the right of requesting agency . 6. click on the requesting agency approve button at the',
2530:'bottom of the order. 7. the approve order box will appear. to approve the order, click yes . if you',
2531:'click no, you will be returned to the previous page. 8. a “success: requesting agency approve successful message will display.',
2532:'next, information provided in the table below will need to be entered for the requesting agency program official . if',
2533:'the user who performed the funding official approval also holds the requesting program official approver role, they may continue the',
2534:'requesting agency approval process in the same session. otherwise, a user with the proper role will need to log into',
2535:'ginvoicing, and complete the requesting agency approval process as the program official. 1. in the program official section, click on',
2536:'the notepad icon to the right of requesting agency . the following information will appear: field name description name the',
2537:'full name of the requesting program official approving the order will automatically be filled in. title required manually enter the',
2538:'position title of the requesting program official. email the official email address of the requesting program official approving the order',
2539:'will automatically be filled in. phone the phone number of the requesting program official approving the order will automatically be',
2540:'filled in. fax optional manually enter a fax number for the requesting program official, if needed. date signed the date',
2541:'the order was signed by the requesting funding official will automatically be filled in. note: to remove all of the',
2542:'requesting agency program official information you have manually entered in during this stage, click on the garbage can icon to',
2543:'the right of requesting agency . 2. click on the requesting agency approve button at the bottom of the order.',
2544:'3. the approve order box will appear. to approve the order, click yes . if you click no, you will',
2545:'be returned to the previous page. 4. a “success: requesting agency approve successful message will display. if the requesting agency',
2546:'created the order, the requesting agency approve button will disappear from the bottom of the order approvals page, and the',
2547:'order itself will change to a shared with servicing status once the requesting agency funding and program officials have both',
2548:'approved the order. if the servicing agency created the order, the requesting agency approve button will disappear from the bottom',
2549:'of the order approvals page, and the order itself changes to an open status once the requesting agency funding and',
2550:'program officials have both approved the order. how to approve an order as the servicing agency: 1. log in to',
2551:'ginvoicing . 2. click on the servicing agency dropdown menu, then click on, click the orders . the order summary',
2552:'page appears. 3. search for an order in a pending servicing approval status, then click on the order to view',
2553:'it. 4. click on approvals from the menu on the left side of the order. the order approvals page appears:',
2554:'5. in the funding official section, click on the notepad icon to the right of servicing agency . the following',
2555:'information will appear: field name description name the full name of the servicing funding official approving the order will automatically',
2556:'be filled in. title required manually enter the position title of the servicing funding official. email the official email address',
2557:'of the servicing funding official approving the order will automatically be filled in. phone the phone number of the servicing',
2558:'funding official approving the order will automatically be filled in. fax optional manually enter a fax number for the servicing',
2559:'funding official, if needed. date signed the date the order was signed by the servicing funding official will automatically be',
2560:'filled in. note: to remove all of the servicing agency funding official information you have manually entered in during this',
2561:'stage, click on the garbage can icon to the right of servicing agency . 6. click on the servicing agency',
2562:'approve button at the bottom of the order. 7. the approve order box will appear. to approve the order, click',
2563:'yes . if you click no, you will be returned to the previous page. 8. a “success: servicing agency approve',
2564:'successful” message will display. next, information provided in the table below will need to be entered for the servicing agency',
2565:'program official . if the user who performed the funding official approval also holds the servicing program official approver role,',
2566:'they may continue the servicing agency approval process in the same session. otherwise, a user with the proper role will',
2567:'need to log into ginvoicing, and complete the servicing agency approval process as the program official. 1. in the program',
2568:'official section, click on the notepad icon to the right of servicing agency . the following information will appear: field',
2569:'name description name the full name of the servicing program official approving the order will automatically be filled in. title',
2570:'required manually enter the position title of the servicing program official. email the official email address of the servicing program',
2571:'official approving the order will automatically be filled in. phone the phone number of the servicing program official approving the',
2572:'order will automatically be filled in. fax optional manually enter a fax number for the servicing program official, if needed.',
2573:'date signed the date the order was signed by the servicing program official will automatically be filled in. note: to',
2574:'remove all of the servicing agency funding official information you have manually entered during this stage, click on the garbage',
2575:'can icon to the right of servicing agency . 2. click on the servicing agency approve button at the bottom',
2576:'of the order. 3. the approve order box will appear. to approve the order, click yes . if you click',
2577:'no, you will be returned to the previous page. 4. a “success: servicing agency approve successful ” message will display.',
2578:'if the serving agency created the order, the servicing agency approve button will disappear from the bottom of the order',
2579:'approvals page, and the order itself will change to a shared with requesting status once the servicing agency funding and',
2580:'program officials have both approved the order. if the requesting agency created the order, the servicing agency approve button will',
2581:'disappear from the bottom of the order approvals page, and the order itself changes to an open status once the',
2582:'servicing agency funding and program officials have both approved the order. rejecting an order a user with the requesting/servicing funding',
2583:'official approver or requesting/servicing program official approver roles may reject an order. please be aware of the following: users may',
2584:'only reject an order that is in a pending requesting agency approval or pending servicing agency approval status. if an',
2585:'order has been approved by one of the requesting or servicing agency approvers, it may still be rejected by the',
2586:'other approver from the same agency. for instance, if an order is approved by a requesting agency funding official, the',
2587:'same order may be rejected by the requesting agency program official. once a funding official has already approved an order,',
2588:'they will not be able to reject the order. likewise, once a program official has approved an order, they will',
2589:'not be able to reject the same order. an order in a rejected status may be moved back to a',
2590:'draft status by a requesting manager or a servicing manager so that it may be updated/corrected and resubmitted for approval.',
2591:'please see the topic how to return a rejected order back to a draft status . an order in a',
2592:'pending servicing agency approval status may be sent from a servicing approver back to a servicing manager to be updated/corrected.',
2593:'please see the topic how to return an order to a shared with servicing status . how to reject an',
2594:'order: 1. from the requesting agency or servicing agency dropdown menus, click on orders. ginvoicing will then display the order',
2595:'summary page. 2. locate an order in a pending requesting agency approval or pending servicing agency approval status that you',
2596:'wish to reject, and click on its name in the order column to open it. 3. click the reject button',
2597:'on the bottom of the page. ginvoicing displays the reject order box. 4. in the reject order reason field, type',
2598:'in a comment, and then click reject order: 5. the confirmation box will appear. click yes to reject the order.',
2599:'if you click no, you will be returned to the reject order box. 6. a message stating “success: order rejected',
2600:'” will appear at the top of the order. 7. the order will then move to a rejected status, and',
2601:'will only be visible to the agency that created the order. please be aware that once an order is rejected,',
2602:'the funding official and program official information contained in its approvals section will disappear. returning a rejected order back to',
2603:'a draft status once an order has been rejected, a requesting agency or servicing agency may leave the order in',
2604:'a rejected status, or they may return the order back to a draft status. once the order is back in',
2605:'a draft status, it may then be updated/corrected, and then resubmitted for approval. how to return a rejected order back',
2606:'to a draft status: 1. from the requesting agency or servicing agency dropdown menus, click on orders . ginvoicing will',
2607:'then display the order summary page. 2. locate an order in a rejected status that you wish to return to',
2608:'draft , and click on its name in the order column to open it. 3. click the return to draft',
2609:'button on the bottom of the page. 4. a “success updated ” message will display at the top of the',
2610:'order. the order will move to a draft status. a requesting order manager or servicing order manager will then be',
2611:'able to update the order and resubmit it for approval. returning an order to a shared with requesting or shared',
2612:'with servicing status a requesting agency approver or a servicing agency approver may return an order in a pending requesting',
2613:'approval or pending servicing approval status back to a requesting order manager or servicing order manager to be updated/corrected without',
2614:'having to reject the order outright. how to return an order to a shared with requesting or shared with servicing',
2615:'status: 1. from the requesting agency or servicing agency dropdown menus, click on orders . ginvoicing will then display the',
2616:'order summary page. 2. locate an order in a pending requesting approval or pending servicing approval status that you wish',
2617:'to return, and click on its name in the order column to open it. 3. click the return to shared',
2618:'with requesting or return to shared with servicing button on the bottom of the page. 4. a “success: order returned',
2619:'to shared with requesting or shared with servicing ” message will display. the order will move to a shared with',
2620:'requesting or shared with servicing status. a requesting order manager or servicing order manager will then be able to update',
2621:'the order and resubmit it for approval. checking an orders status how to check an orders status: from the requesting',
2622:'agency or servicing agency dropdown menu, click orders . the order summary page will appear. view the status column for',
2623:'the current status of the order. note : orders in a draft status will only be visible to the agencies',
2624:'that created them, and will not appear on the order summary pages of the trading partner. order audit history the',
2625:'requesting agency or servicing agency can access an order audit history to view the actions taken on an order once',
2626:'it has been saved as a draft. ginvoicing organizes actions taken on an order chronologically, with the newest actions displayed',
2627:'at the top of the window. items in the order audit history cannot be edited or deleted. how to view',
2628:'an order audit history: 1. under the requesting agency or servicing agency dropdown menus, click on orders . 2. click',
2629:'on any order . 3. click on the options button on the right side of the page. 4. click on',
2630:'audit history . the audit history box will display: the order audit trail displays the following information: field name description',
2631:'date date of the action action type of action taken i.e. order created or order approved user the user id',
2632:'of the user who performed the associated action comment a brief explanation of the action taken on the order 5.',
2633:'to return to the order, click on the “x” in the top right corner of the audit history box. modifying',
2634:'an order orders that are in an open or closed status may only be modified by the agency requesting or',
2635:'servicing that created them. please note that modifying an order will do the following: any existing approvals will be removed',
2636:'from the order, and any modifications made to the order will require the order to be reapproved by both the',
2637:'requesting and servicing agencies if there is any performance against an order, there will be restrictions on what fields can',
2638:'be modified on the order: an order line cannot be cancelled if there is any performance against it an order',
2639:'schedule cannot be cancelled if there is any performance against it the order schedule quantity cannot be lowered such that',
2640:'the remaining balance for any performance type drops below zero agency location codes alcs and treasury account symbols tass cannot',
2641:'be changed on orders that have any performance generated off of them how to modify an order: 1. from the',
2642:'requesting agency or servicing agency dropdown menus, click on orders , and locate an order in an open or closed',
2643:'status. 2. click on the order . 3. click on the modify button on the bottom of any order page.',
2644:'4. click on yes to modify the order. clicking no will return you to the previous order page. 5. a',
2645:'success: draft updated message should appear, and the order number should update with a new version number following the decimal',
2646:'i.e., if the original order number was o1806010020000948.0, it will update to o1806 010020000948.1. the status of the order will',
2647:'move to draft . 6. click on the order sections in the column on the lefthand side of the page',
2648:'to access the fields that are available for modification. it is advised that you save your modifications often by clicking',
2649:'on the update draft button at the bottom of each order page as orders do not selfsave. 7. when you',
2650:'are done making all of the needed modifications, click on submit for requesting approval or submit for servicing approval .',
2651:'8. click on yes to submit the order for requesting approval. clicking on no will return you to the previous',
2652:'page. 9. after clicking yes, a success: updated message should appear, and the modified order will be required to be',
2653:'reapproved by both the requesting and servicing agencies. the status of the order will update to pending requesting approval or',
2654:'pending servicing approval . approving an order modification ginvoicing notifies subscribed requesting agency or servicing agency users if an order',
2655:'is in a pending approval status by sending the intragov order created or changed notification via email. the applicable agency',
2656:'then opens the order and approves or rejects the modification. how to approve an order modification: 1. from the requesting',
2657:'agency or servicing agency dropdown menus, click on orders . the orders summary list appears. 2. from the order column,',
2658:'click on an order with a status of pending requesting approval or pending servicing approval . ginvoicing will then open',
2659:'the order, and will display the partner information section as a default. 3. from the column on the left side',
2660:'of the page, click on approvals . the approvals section of the order will then display. 4. under the approval',
2661:'section, click on the notepad icon to the right of either requesting agency or servicing agency in the funding official',
2662:'or program official sections. 5. when selected, ginvoicing populates the date, signer’s name, email address, and phone number fields with',
2663:'information from the user’s profile. users will not be able to edit these fields. 6. enter your occupational title in',
2664:'the title field required . 7. enter your fax number optional. 8. click the requesting agency approve or servicing agency',
2665:'approve button at the bottom of the page . 9. in the confirmation box, click yes to approve the order.',
2666:'clicking on no returns you to the previous page. 10. a success: requesting agency or servicing agency approve successful message',
2667:'will display. ginvoicing will display the order in both the requesting agency and servicing agency order summary pages in an',
2668:'open status after both agencies have fully granted their approvals. the system will also generate and send the intragov order',
2669:'created or changed notification email to subscribed requesting agency and servicing agency users. note: once an order is approved, neither',
2670:'the funding official nor the program official may reject an order. exporting an order modification history how to export an',
2671:'order modification history: 1. from the requesting agency or servicing agency dropdown menus, click on orders . 2. when the',
2672:'orders summary page appears, locate an order that you know has been modified, and click on the order to open',
2673:'it. 3. click on the export history button at the bottom of the screen: 4. click on open to display',
2674:'the .csv file immediately, or click save to send the .csv file to a location on your machine or network.',
2675:'when you open the modification history file, the original order details will appear on the last line of the spread',
2676:'sheet. each subsequent modification made to the order will appear in the lines directly above it, starting with the number',
2677:'“1” noted in the order mod column. an order that has been modified will have a number greater than zero',
2678:'0 after the decimal point in its order. for example, order o1910011011005598.0 is an order that has not been modified.',
2679:'order o1910011011005598.2 is an order that has been modified twice. making admin changes to an order limited administrative changes i.e.,',
2680:'updates to an order tracking number, updates to point of contact information, etc. may be made to an order in',
2681:'an open status that has performance against it. admin changes to an open order do not require the order to',
2682:'be reapproved, and do not have any effect on an order’s open status. please note that only users who hold',
2683:'the requesting agency order manager and servicing agency order manager roles assigned to their user accounts may perform admin changes',
2684:'on orders. how to make an admin change to an order: 1. from the requesting agency or servicing agency dropdown',
2685:'menus, click on orders , and locate an order in an open status. 2. click on the order . 3.',
2686:'click on the admin button located on the bottom of the page. once this is done, the admin button will',
2687:'change to a save button. 4. click on the sections in the column on the lefthand side of the order',
2688:'to access the fields that are available for admin changes. 5. once all admin changes have been made, click on',
2689:'the save button on the bottom of any order page. note: if you would like to cancel your changes, click',
2690:'on the cancel button at the bottom of the page. when the cancel admin changes box appears, click on yes',
2691:'to cancel the changes, or click on no to return to the order itself. 6. click on yes if you',
2692:'would like to proceed with the change. clicking on no will return you to the previous order page. 7. after',
2693:'clicking on yes, a success: updated message will display. copying an order a copy of an existing order may be',
2694:'created by requesting agencies and servicing agencies. when copying orders, users should be aware of the following: copies will open',
2695:'in a draft status with a new order number copying an existing order will remove both the requesting agency and',
2696:'service agency approvals if the original order has passed the approval stage any attachments included on the original order will',
2697:'not be copied over to the new order if a tas used on an existing order has been removed from',
2698:'the group used to create the order and/or the tas is no longer valid, the tas information from the existing',
2699:'order will not be included on the copy of the order. once a copy is created, it may be edited',
2700:'as needed how to copy an existing order: 1. from the requesting agency or servicing agencies dropdown menu, click on',
2701:'orders . 2. click on the order of any existing order on the orders summary page. 3. at the bottom',
2702:'of the page, click on copy order . 4. if you wish to copy the order, click yes in the',
2703:'copy order box. otherwise, click no to return to the original order page. 5. after clicking “yes”, a success: new',
2704:'draft created message will appear, and you will automatically be placed on the first page of the new order. printing',
2705:'an order you may print a hard copy of any given order that is in any status except for delete',
2706:'. please be advised that an order may only be printed after it has been saved at least one time.',
2707:'note : the information displayed on an order printed out of ginvoicing will not exactly match the information that may',
2708:'be included on a united states department of the treasury 7600b order paper form. how to print an order: 1.',
2709:'from the requesting agency or servicing agency dropdown menus, click on orders . the order summary page will appear. 2.',
2710:'locate the order you would like to print, and click on its order to open it. 3. click on the',
2711:'options button near the top right side of the page, and then click on print in the dropdown menu. 4.',
2712:'the name of the .pdf file should appear in the lower left corner or in the lower center of the',
2713:'page. click on the .pdf file name to open it or click on open ; the file will open in',
2714:'a new tab, and the order will display as a united states department of the treasury 7600b form. to print',
2715:'the order on paper, click on the print icon in the top right corner of the .pdf. when the .pdf',
2716:'print box appears, select the printer of your choice, then click on print . clicking on cancel returns you to',
2717:'the .pdf itself. please note that printing a .pdf may be slightly different depending on the internet browser you may',
2718:'be using. to save the order as a .pdf file, click on the download icon near the top right corner',
2719:'of the .pdf . then choose a file name, select a location to save your file, and click save .',
2720:'clicking on cancel returns you to the .pdf itself. 5. clicking on the “x” on the file tab at the',
2721:'top of the page will close the .pdf, and will return you to the order itself. deleting an order orders',
2722:'may only be deleted from ginvoicing if they meet the following criteria: the gt&c they have been created off of',
2723:'cannot be in a closed status. orders that have not been modified may be deleted by the agency that created',
2724:'them requesting agency or servicing agency only if they are in a draft status. unwanted orders that have moved beyond',
2725:'the draft stage and are in a shared with servicing or shared with requesting status may be rejected by agency',
2726:'approvers during the approval process. once an order is in a rejected status and if the gt&c that it was',
2727:'created off of is not in a closed status the agency that created it can click on the return to',
2728:'draft button located on the bottom of the order, then follow the instructions below to delete it. orders that have',
2729:'been modified cannot be deleted. to tell if an order has been modified, look at any given order number: if',
2730:'the number has anything greater than zero past the decimal point, it has been modified. for example, if an order',
2731:'number appears as o1904020020000722.0, it has not been modified. if an order number appears as o1904 020020000722.2, it has been',
2732:'modified twice. unwanted modified orders may be rejected during the approval process and left in a rejected status. how to',
2733:'delete an order: 1. log in to ginvoicing, and from the requesting agency or servicing agency dropdown menu, click on',
2734:'orders . the orders summary page will appear. 2. locate an order in a draft status that you would like',
2735:'to delete, and click on the order to view it. 3. click on the delete button at the bottom of',
2736:'the order page. 4. click on yes to delete the order. clicking on no will return you to the order',
2737:'page. 5. a success: updated message box will appear, and the order status will move to deleted . 6. click',
2738:'on the orders sub tab to return to the orders summary page. the order you have just deleted should no',
2739:'longer appear in the orders summary list. closing an order orders created by a requesting agency or servicing agency may',
2740:'only be closed by requesting agency users who hold either the requesting order funding official approver or requesting order program',
2741:'official approver roles in their ginvoicing user accounts. to be able to close an order, at least one of the',
2742:'following conditions must be met on all of the schedules on the order: unpaid quantity is zero, meaning that the',
2743:'schedule was fully performed and paid, or that the schedule quantity has been modified down to the amount that was',
2744:'performed and paid most recent delivered dlv has a final performance indicator of “f” or final, meaning the servicing agency',
2745:'considers the schedule fully completed. this also includes dlv adjustments. cancelled schedule. please be advised that you cannot cancel a',
2746:'schedule if any performance has been reported against it. please note that you will not be able to close an',
2747:'order that has any outstanding performance against it. in addition, an order may not be closed when it is out',
2748:'of balance. other scenarios when you would not be able to close an order : order is not in an',
2749:'open status performance transaction in pending status advanced quantity including future advances must equal the quantity delivered/performed imbalance in performance',
2750:'details recorded against on a schedule by the servicing agency and requesting agency. for example, the total quantity delivered/performed against',
2751:'a schedule must equal the total quantity received/accepted, if a fob point is ‘destination’ or ‘other’ and b the schedule',
2752:'is not advanced. also, the total quantity delivered/performed against a schedule must equal the total quantity received/accepted if the quantity',
2753:'received/accepted is provided note : received/accepted is not required when fob is source, or when conducted against an advanced performance',
2754:'type whether fob is source or destination . however, it is conditional: if received/accepted is selected on any part of',
2755:'a schedule, it becomes required for every delivered/performed transaction on that particular schedule. if you are unable to close an',
2756:'order, please click on orders in process and review the delivery status or order imbalance for the order in question.',
2757:'how to close an order: 1. from the requesting agency dropdown menu, click on orders . ginvoicing displays the order',
2758:'summary page. 2. locate an order in an open status that you would like to close, and click on the',
2759:'order to view it. 3. the order will display the partner information section as the default. at the bottom of',
2760:'any order page, click on the close order button. 4. the close order box will appear: 5. in the close',
2761:'order reason field, enter the reason why you are closing the order. 6. click the close order button to close',
2762:'the order. clicking cancel will return you to the previous screen. 7. the confirmation box will appear. click yes if',
2763:'you are sure you would like to close the order. clicking no returns you to the close order box. 8.',
2764:'a “success order closed ” message will appear at the top of the order, and the order will then move',
2765:'to a closed status. once an order is closed, it can only be reopened through a modification . exporting order',
2766:'summaries or details to a .csv file users who hold the permissions related to viewing orders may export lists of',
2767:'their agency’s order summaries and order details to .csv files. export summary: will export basic order information as it appears',
2768:'on the orders summary page. export details: will export much more detailed order information, such as line item data. please',
2769:'be aware that the orders exports function will only return results based on any/all filters you may have selected on',
2770:'the orders summary page. for example, as a requesting agency, if you have selected only to display order summaries for',
2771:'gt&c number a1711012000001 that are in a draft status, and you click on the export summary button, the .csv file',
2772:'will only contain a list of order summaries that match those filters. if no filters have been selected, the .csv',
2773:'file will show all of your agency’s order summaries in any status. note : at this time, the maximum amount',
2774:'of documents that can display in an export details report is 500 . if you attempt to generate an export',
2775:'with more than 500 documents, the system will display a 500 line limit error message. if you receive the error',
2776:'message, please attempt to narrow down the search results on your summary page by using filters i.e., display documents by',
2777:'month, year, etc., then running separate reports. once the separate reports have been run, you may consolidate them into a',
2778:'single file if you wish. how to export order summaries or details to a .csv file: 1. log in to',
2779:'ginvoicing, and click on either the requesting agency or servicing agency tabs. 2. click on the orders subtab. 3. when',
2780:'the orders summary page appears, click on either the export summary or export details buttons: 4. click on open to',
2781:'display the .csv file immediately, or click save to send the .csv file to a location on your machine or',
2782:'network. about performance a performance transaction is the exchange of data which indicates that the igt buy/sell activity that has',
2783:'been agreed upon between requesting and servicing agencies has been completed. the performance portion of the buy/sell process uses federal',
2784:'intragovernmental data standards fids to enforce the exchange of data, which in turn ensures accurate and timely accounting entries. performance',
2785:'transactions provide key triggers for the recording of accounting entries related to accruals, advances, and liquidations. it is important to',
2786:'note that performance may initiate settlement based on the following: freight on board fob point determines which partner controls the',
2787:'movement of funds fob point and constructive receipt days have been agreed to on the order fob source : the',
2788:'servicing agency initiates settlement with delivered/performed transaction fob destination : the requesting agency initiates settlement with received/accepted transaction for additional',
2789:'information on performance, fiscal service has published a ginvoicing program guide for basic accounting and reporting. the program guide defines',
2790:'the proper proprietary accounting treatment aligned to ginvoicing transaction steps. for a complete listing of current ginvoicing performance system interface',
2791:'specifications and federal intergovernmental data standards fids, please visit here . requesting agency performance summary page to access performance within',
2792:'ginvoicing: 1. click on the requesting agency dropdown menu. 2. click on performance . the performance summary page will appear.',
2793:'from this page, you should be able to access performance based on the roles and groups that have been assigned',
2794:'to your ginvoicing user account. depending on the number of performance any given agency has entered into the system, it',
2795:'may take a few moments for the performance list to fully load. the information on the performance summary page is',
2796:'organized into seven default columns that automatically display performance that are in a informational , settled , or pending status.',
2797:'to narrow/increase the amount of performance that are visible on the summary page at any given time, to adjust how',
2798:'performance are organized on the page, or to display additional columns, please see the searching for performance topic. to clear',
2799:'the performance summary list of any filters you may have set, click on the clear filters button located near the',
2800:'top right portion of the page. performance summary list the following table describes the information displayed on the gt&c summary',
2801:'list: field name description performance click on any performance to view its details. once a performance is saved for the',
2802:'very first time, the system will autogenerate a performance number for the document. ginvoicing autogenerates the performance number in the',
2803:'format of p literal, plus 4 digits for the current calendar year and month, plus 3 digits for the requesting',
2804:'agency id, plus 3 digits for the servicing agency id, plus 6 digits for a sequence number which starts at',
2805:'1 and increments for every new performance. the sequence number restarts every month at 1. note : a paperclip icon',
2806:'immediately following a performance indicates that the performance has one or more attachments added to it. order the order number',
2807:'that the performance was generated from. performance date the date on which the performance originated. transaction date the date the',
2808:'performance transaction was received by a system e.g., ginvoicing. accounting period the fiscal period that the transaction is reflected in',
2809:'the general ledger, if applicable. performance type identifies the nature of the performance in the reported transaction status the current',
2810:'status of the requested document. inf ormational : if performance does not trigger settlement. pending : if settlement is currently',
2811:'pending. settle : when settlement has occurred. previously settled : if funds already moved outside of ginvoicing. deleted : if',
2812:'performance was logically deleted. error : if settlement failed. if an error status displays, please contact the treasury support center',
2813:'for assistance. servicing agency performance summary page to access performance within ginvoicing: 1. click on the servicing agency dropdown menu.',
2814:'2. click on performance . alternatively, you may access the performance list from inside any individual order by clicking on',
2815:'the options button near the top right portion of any order page and selecting performance list from the dropdown menu.',
2816:'the performance summary page will appear. from this page, you should be able to access performance based on the roles',
2817:'and groups that have been assigned to your ginvoicing user account. depending on the number of performance any given agency',
2818:'has entered into the system, it may take a few moments for the performance list to fully load. the information',
2819:'on the performance summary page is organized into seven default columns that automatically display performance that are in a informational',
2820:', settled , or pending status. to narrow/increase the amount of performance that are visible on the summary page at',
2821:'any given time, to adjust how performance are organized on the page, or to display additional columns, please see the',
2822:'searching for performance topic. to clear the performance summary list of any filters you may have set, click on the',
2823:'clear filters button located near the top right portion of the page. performance summary list the following table describes the',
2824:'information displayed on the gt&c summary list: field name description performance click on any performance to view its details. once',
2825:'a performance is saved for the very first time, the system will autogenerate a performance number for the document. ginvoicing',
2826:'autogenerates the performance number in the format of p literal, plus 4 digits for the current calendar year and month,',
2827:'plus 3 digits for the requesting agency id, plus 3 digits for the servicing agency id, plus 6 digits for',
2828:'a sequence number which starts at 1 and increments for every new performance. the sequence number restarts every month at',
2829:'1. note : a paperclip icon immediately following a performance indicates that the performance has one or more attachments added',
2830:'to it. order the order number that the performance was generated from. performance date the date on which the performance',
2831:'originated. transaction date the date the performance transaction was received by a system e.g., ginvoicing. accounting period the fiscal period',
2832:'that the transaction is reflected in the general ledger, if applicable. performance type identifies the nature of the performance in',
2833:'the reported transaction status the current status of the requested document. inf ormational : if performance does not trigger settlement.',
2834:'pending : if settlement is currently pending. settle : when settlement has occurred. previously settled : if funds already moved',
2835:'outside of ginvoicing. deleted : if performance was logically deleted. error : if settlement failed. if an error status displays,',
2836:'please contact the treasury support center for assistance. about sending / receiving performance between agency erps and ginvoicing for specific',
2837:'instructions on how to create and send performance from an agency erp to ginvoicing or how to pull performance from',
2838:'ginvoicing into an erp, users should contact the erp staff at their respective agencies directly. searching for performance users may',
2839:'narrow or increase the items displayed on the performance summary page and/or search for specific performance by a number of',
2840:'ways. how to search for performance: 1. click on either the requesting agency or servicing agency dropdown menu. 2. click',
2841:'on performance. the performance summary page will display. depending on the number of performance any given agency has recorded in',
2842:'the system, it may take a few moments for the list of performance to load on the summary page. the',
2843:'information on the performance summary page is organized into seven default columns that automatically display performance that are in a',
2844:'informational , settled , or pending status. performance numbers that have a paperclip icon displayed directly to the right of',
2845:'them indicate that one or more attachments have been uploaded to the performance. performance numbers that have a minus sign',
2846:'displayed directly to the right of them indicate that an adjustment has been made to the performance. 3. use the',
2847:'boxes beneath each column name performance, order, status, etc. to filter the performance that appear on the page. for example,',
2848:'if you are searching for a single performance number such as p2107017015 063304, you can just type in the number',
2849:'four 4 in the search field below the performance column name, and the system will display performance that contain “4”',
2850:'in their numbers: note : if you are entering a full performance number into the performance search field, do not',
2851:'include the decimal point and any number that appears after it. otherwise, the system will not find the performance. as',
2852:'soon as you have completed entering in the number you are searching for, the results should automatically display on the',
2853:'summary page. critical note : as of ginvoicing release 4.2, deferred payments dfrs are handled differently by the system, and',
2854:'all dfrs that were created prior to release 4.2 were moved to a deleted status. to view these older dfrs,',
2855:'click on the dropdown menu for the status column and select deleted . the performance type and status columns include',
2856:'dropdown menus that allow you to filter on a specific performance type or performance status: as mentioned above, the system',
2857:'automatically displays performance that are in a informational , settled , or pending status on the performance summary page as',
2858:'a default. 4. if you wish to narrow or increase the number of columns visible on the performance summary page,',
2859:'click on the selectable columns box and select/deselect the columns you would like to add or remove from view: note:',
2860:'if you decide to filter a performance search based on a given column value and then decide to hide that',
2861:'column from the performance summary page, the system will still retain the search filter, even though it may not be',
2862:'visible on the screen. for example, if you performed a performance search based on a specific order number, then decided',
2863:'to remove the order column from your view on the screen, the system will still display the performance search results',
2864:'based on the specific order number you have selected as filter. additional items to keep in mind when filtering items',
2865:'on the performance summary page: the up and down arrows located to the right of the column names allow you',
2866:'to arrange the information that appears in the columns by alphanumerical order atoz/ztoa or lowesttohighest/highesttolowest. if you select one or',
2867:'more filters on the performance summary page, move to another page within the system, then return to the performance summary',
2868:'page within the same log in session, ginvoicing will retain the filters selected on the performance summary list page. to',
2869:'clear the performance summary list of any filters you may have set, click on the clear filters button located near',
2870:'the top right portion of the page. 5. click on the performance number to bring up the performance transaction details',
2871:'page, which displays the associated performance header, details, and status information: clicking on the order number in the performance header',
2872:'section of the performance transaction details page will take you to the actual order the performance was generated from. to',
2873:'view attachments to any performance, click on the attachments button located underneath the status section. to view an audit history',
2874:'for the performance, click on the audit history button located underneath the status section. to return to the performance summary',
2875:'page, click on the return button located underneath the status section. viewing performance created from a single order you may',
2876:'view all of the performance created off of a single order from the order itself. how to view performance created',
2877:'from a single order: 1. click on either the requesting agency or servicing agency dropdown menus. 2. click on orders',
2878:'. 3. from the orders summary page , locate an order that you know has performance generated off of it,',
2879:'and click on the order to open the order. 4. click on the show performance button at the bottom of',
2880:'the page: 5. header information for that single order will display at the top of page with the line information',
2881:'located directly underneath it: hovering on the i icon to the right of remaining amount on the header will display',
2882:'an explanation of how that figure is calculated based on the fob point used on the order: if the fob',
2883:'on an order is destination/other , remaining quantity and amounts are being calculated from receipt or advance transactions will display.',
2884:'if the fob on an order is source, remaining quantity and amounts are being calculated from delivered or advance transactions',
2885:'will display. you may toggle the order header information on and off by clicking on the arrow to the left',
2886:'of the order number near the top left portion of the page: to view the order schedule page for another',
2887:'order, click on the select an order number field to the right of the order number, and select an order',
2888:'number from the dropdown menu. if needed, you may use the search bar located at the top of the order',
2889:'number dropdown menu to search for an order number. please ensure that when searching for a full order number, you',
2890:'leave off the decimal point at the end of the order number and any number that displays after the decimal',
2891:'point. to display the schedules for each line, click on the arrow to the left of each line number in',
2892:'the document type column: to display detailed information for any line or schedule number, click on any line or schedule',
2893:'number in the document type column. a line information box or a schedule information box will appear: if any performance',
2894:'has been generated off a schedule, an arrow will appear to the left of the schedule number in the document',
2895:'type column. clicking on the arrow will display basic performance information underneath its schedule number: newly created performance will display',
2896:'new to the right of its document type . if performance has been received by the requesting agency, click on',
2897:'the arrow to the left of delivery to view the receipt information. clicking on any performance number in the performance',
2898:'number column will display the performance transaction details page for that performance: click on the return button underneath the status',
2899:'section of the performance transaction details page to return to the previous page. creating performance only servicing agencies may create',
2900:'performance off of an order. please be aware of the following : you can not deliver on an advance that',
2901:'is in the future. advances must be settled before they can be delivered. you will not be allowed to create',
2902:'performance off of a schedule that uses an invalid/inactive treasury account symbol tas. how to create performance for an order:',
2903:'1. log in to ginvoicing, and from the servicing agency dropdown menu, click on order . 2. locate an order',
2904:'number you would like to create performance for and click on it to open the order. 3. after the order',
2905:'opens, click on the show performance button at the bottom of the screen. the order schedule balance osb page will',
2906:'display: 4. select the arrow to the left of a line number that you would like to create performance for.',
2907:'the schedule information for that line will display: note : if the order has existing performance created for it, clicking',
2908:'on the arrow to the left of the schedule number will display its previous performance: 5. from the schedule number',
2909:'you would like to create an additional performance for, click on the create button under its action column: 6. the',
2910:'create performance box will appear: 7. in the type field, select a performance type from the dropdown menu required: advance',
2911:', delivered/performed , or deferred payment . once a performance type is selected, the date field becomes available. 8. click',
2912:'on the date field. when the calendar box displays, select a performance date that falls between the start and end',
2913:'dates of the order. note : if you futuredate a performance i.e., if today is 20190806, and you set the',
2914:'performance date as 201908 07, you will not be able to take any action on that performance other than delete',
2915:'it until 20190807. once you select a date, the accounting period field becomes available. 9. the accounting period field is',
2916:'required , and the current accounting period will appear as the default in the dropdown menu. depending on the type',
2917:'of performance you are creating, you may be limited to the choice of accounting periods that display in the dropdown',
2918:'menu. for example: on a performance type of delivered/performed, you will not be able to select an accounting period beyond',
2919:'the current month. on a performance type of advance, there is a limit to the amount of years that will',
2920:'be appear as selections. the system will not allow you to select an accounting period past 2028. if you are',
2921:'creating performance within 3 business days from the end of an accounting period/within 5 business days at the end of',
2922:'a calendar year, the previous and current accounting periods will be available to select in the dropdown menu. 10. the',
2923:'comments field maximum of 1000 alphanumeric characters and agency performance identifier field maximum of 50 alphanumeric characters are both optiona',
2924:'l. enter information into one or both of these fields, or skip to step 11. 11. enter in a quantity',
2925:'for each line and schedule, and select either final or partial from the final field dropdown menu, if applicable the',
2926:'final/partial dropdown menu is only available on delivered/performed performance. example of a delivered/performed performance from an order with a single',
2927:'line and schedule: example of an advance performance from an order with multiple lines and schedules: 12. click on the',
2928:'create button to generate the performance. clicking on cancel will return you to the order schedule balance box. 13. a',
2929:'success: performance added message will display. working with attachments to performance only users with the requesting performance manager and requesting',
2930:'order viewer or servicing performance manager and servicing order viewer roles assigned to them are able to add and delete',
2931:'attachments to performance. please be aware of the following rules when working with performance attachments: file name must be no',
2932:'more than 132 characters the only allowable characters in attachment file names are: lower case letters az, upper case letters',
2933:'az, numbers 0 through 9, dashes, and underscores i.e., a file named performance 2018&2019mipr$ is not acceptable, but a file',
2934:'named performance 20182019mipr is file size cannot exceed 10mbs the maximum number of attachments allowed per performance is 25 maximum',
2935:'size of all attachments combined per document is 250mb file types of .zip, .rar, .cmd, .exe, .bat, and .scr are',
2936:'not allowed as attachments at this time requesting agencies can view servicing agency attachments, but they cannot delete them servicing',
2937:'agencies can view requesting agency attachments, but they cannot delete them attachments may only be added to a performance after',
2938:'it has been created i.e., you cannot add an attachment to a performance while it is being drafted. the following',
2939:'file extensions/types are accepted by ginvoicing: .doc word .docx word .xls excel .xlsx excel .xlsb excel .ppt powerpoint .pptx powerpoint',
2940:'.ppsx powerpoint .pps powerpoint .txt text .csv text .msg email .eml email .jpg image .gif image .png image .bmp image',
2941:'.pdf image .accdb ms database .mdb ms database how to add attachments to performance: 1. from the requesting agency or',
2942:'servicing agency dropdown menu, click on performance. 2. locate a performance number you would like to add an attachment to',
2943:'and click on it. the performance transaction details page will appear. 3. click on the attachments button located just underneath',
2944:'the status section. the attachments box will appear: 4. click on the add attachment button. the upload attachment box will',
2945:'appear: 5. click on the browse button. 6. select a file from your machine or local network, then click on',
2946:'the open button. your file and its size will appear directly above the nickname field: 7. enter in a nickname',
2947:'for the attachment in the nickname field optional. 8. click on the upload button. clicking on the cancel button will',
2948:'remove the file you selected and returns you to the browse function of the upload attachment box. alternatively, you may',
2949:'also click on the small “x” to the right of the file name to cancel the upload and/or remove the',
2950:'file. 9. a success: attachment added message will appear, and your file will appear in the attachments box. 10. click',
2951:'on the “x” in the upper righthand corner of the attachments box to remove it from view. how to view',
2952:'an attachment to a performance: 1. from the requesting agency or servicing agency dropdown menu, click on performance. 2. locate',
2953:'a performance number you would like to add an attachment to and click on it. the performance transaction details page',
2954:'will appear. 3. click on the attachments button located just underneath the status section. the attachments box will appear. 4.',
2955:'locate the file you wish to view, and click on its file name . 5. click on open to view',
2956:'the file, save to store the file on your machine or network , or cancel to return to the list',
2957:'of attachments. note : this may differ slightly depending on the internet browser being used. how to an delete attachment',
2958:'to a performance: 1. from the requesting agency or servicing agency dropdown menu, click on performance. 2. locate a performance',
2959:'number you would like to add an attachment to and click on it. the performance transaction details page will appear.',
2960:'3. click on the attachments button located just underneath the status section. the attachments box will appear. 4. locate the',
2961:'file you would like to delete, and click on the garbage can icon for it in its delete column. 5.',
2962:'the delete attachment box will appear. click on yes to delete the file. clicking on no returns you to the',
2963:'attachments box. taking action on performance once created, a requesting agency may take action on performance. please note that you',
2964:'will not be able to create a performance that is scheduled for a future date . for example, if today',
2965:'is 20210601 and the performance date on the performance is set to 20210604, you will not be allowed to create',
2966:'a reference performance for it until 20210604 or later. if you attempt to do so, you will be presented with',
2967:'an error message stating buyer cannot respond to a futuredated seller performance . how to take action on performance: 1.',
2968:'from the requesting agency dropdown menu, click on order . alternatively, you may click on performance from the dropdown menu,',
2969:'locate the performance you would like to action on from the performance summary page, click on its order , and',
2970:'skip to step 3. 2. locate the order number you would like to take action on the performance for and',
2971:'click on it to open the order. 3. click on the show performance button at the bottom of the order',
2972:'page. the order schedule balance osb page will display: 4. click on the arrow to the left of the appropriate',
2973:'line number to display the schedule information for that line: 5. click on the arrow to the left of the',
2974:'appropriate schedule number to display the delivery information for that schedule: clicking on the arrow to the left of each',
2975:'delivery will display information related to that delivery i.e., adjustments made to it, receipts , etc. 6. locate the appropriate',
2976:'delivery , and click on the receive button in its actions column. the performance box will appear. 7. the type',
2977:'field in the performance box will always display as received/accepted , and cannot be modified. the agency performance identifier and',
2978:'comments fields in the section at the top of the box are optional . 8. click on the date field.',
2979:'when the calendar box appears, select the appropriate performance date . you may use the arrows near the top of',
2980:'the calendar box to skip ahead to a future month, or to go back to a previous month. you may',
2981:'also click on the month and year dropdown menus to select specific a month or year. alternatively, you may enter',
2982:'a date by hand in the open field at the top of the calendar box using this format: yyyymmdd .',
2983:'if you would like to select todays date, click on the today button located in the lower left corner of',
2984:'the calendar box. to remove any calendar information you may have chosen, click on the clear button in the lower',
2985:'right corner of the calendar box. once a date is selected, the accounting period field becomes available. 9. the accounting',
2986:'period field is required , and the current accounting period will appear as the default in the dropdown menu. depending',
2987:'on the type of performance you are creating, you may be limited to the choice of accounting periods that display',
2988:'in the dropdown menu. for example: on a performance type of delivered/performed, you will not be able to select an',
2989:'accounting period beyond the current month. on a performance type of advance, there is a limit to the amount of',
2990:'years that will be appear as selections. as of ginvoicing release 4.2, the system will not allow you to select',
2991:'an accounting period past 2028. if you are creating performance within 3 business days from the end of an accounting',
2992:'period/within 5 business days at the end of a calendar year, the previous and current accounting periods will be available',
2993:'to select in the dropdown menu. 10. in the schedule section, enter in a quantity , and select either final',
2994:'or partial from the final field dropdown menu, if applicable the final/partial dropdown menu is only available on delivered/performed performance,',
2995:'and it is optional. 11. click on the create button at the bottom of the box to generate the performance.',
2996:'a success: performance added message will display. clicking on cancel will return you to the performance summary page. 12. after',
2997:'performance is created by the requesting agency, it will be displayed on the performance summary page and on the order',
2998:'schedule balance page for the order. note : if you perform work on performance that triggers an interaction with ipac',
2999:'i.e., if the fob on an order is destination and you receive a performance for it, there may be a',
3000:'slight delay in the time it takes for the adjust button to display in its actions column on the order',
3001:'schedule balance page and/or other information for the performance to appear. if the adjust button and/or other information for a',
3002:'performance does not display on the order schedule balance page after receiving it, please try and refresh the page and/or',
3003:'move to another tab within ginvoicing, and then move back to the desired order schedule balance page. working with performance',
3004:'business rules based on fob type there are rules that govern what actions can or cannot be taken on performance',
3005:'based on the fob type entered into an order. 1 orders with a fob of source/origin: performance transaction: delivered/performed performance',
3006:'statuses : pending until settled on nonadvance schedule. informational when quantity is zero. informational on advance schedule. accounting period :',
3007:'accounting period submitted with the transaction must be an open period. past performance date is acceptable, but use the transaction',
3008:'date to determine available accounting periods. zero quantity : no final indicator : yes performance date past : yes performance',
3009:'date future : can be future dated up to last day of current month. adjustments : yes performance date of',
3010:'an adjusting transaction may not precede the performance date of the adjusted transaction. if nonadvance schedule an adjustment would trigger',
3011:'pending until settled status i.e. would return money to the requesting agency. referencing transaction : yes adjustment of previous delivered/performed',
3012:'that is not in the future delete : yes performance transaction: advance performance statuses : pending until settled. accounting period',
3013:': future performance date must fall within provided accounting period, which may not necessarily be an open accounting period. past',
3014:'performance date is acceptable, but use the transaction date to determine available accounting periods. zero quantity : no final indicator',
3015:': no performance date past : yes performance date future : can be future dated up to september 2028 accounting',
3016:'period. adjustments : yes performance date of an adjusting transaction may not precede the performance date of the adjusted transaction.',
3017:'adjustment would trigger pending until settled status i.e., would return money to the requesting agency referencing transaction : yes adjustment',
3018:'of previous advance that is not in the future. delete : yes if performance date is in the future. performance',
3019:'transaction: deferred payment performance statuses : informational accounting period : accounting period submitted with the transaction must be an open',
3020:'period. zero quantity : yes final indicator : no performance date past : yes performance date future : no adjustments',
3021:': no referencing transaction : no delete : may post additional deferred payment within same accounting period to override existing',
3022:'deferred payment not a true delete, but ginvoicing will mark previous deferred payment as deleted. performance transaction: received/accepted performance statuses',
3023:': informational accounting period : accounting period submitted with the transaction must be an open period. past performance date is',
3024:'acceptable, but use the transaction date to determine available accounting periods. zero quantity : yes final indicator : no performance',
3025:'date past : yes performance date future : no adjustments : yes performance date of an adjusting transaction may not',
3026:'precede the performance date of the adjusted transaction. referencing transaction : yes: adjustment of previous received/accepted must always reference a',
3027:'previous positive delivered/performed. may reference a delivered/performed with a received/accepted performance date that is prior to the delivered/performed performance date.',
3028:'received/accepted is not required when fob is source, or when conducted against an advanced performance type whether fob is source',
3029:'or destination . however, it is conditional: if received/accepted is selected on any part of a schedule, it becomes required',
3030:'for every delivered/performed transaction on that particular schedule. delete : no. other items of note for fob source/origin : delivered/performed',
3031:'is required in every case by servicing agency advance followed by delivered/performed for liquidation deferred payment is followed by delivered/performed',
3032:'to collect on work in progress critical note : delivered/performed on schedules that are a mix of advanced and nonadvanced',
3033:'cannot be reported in a single performance transaction as the settlement status on the performance header can only display a',
3034:'single value; separate performance transactions must be created for the advanced and nonadvanced items 2 orders with a fob of',
3035:'destination or other performance transaction: delivered/performed performance statuses : informational accounting period : accounting period submitted with the transaction must',
3036:'be an open period. past performance date is acceptable, but use the transaction date to determine available accounting periods. zero',
3037:'quantity : yes final indicator : yes performance date past : yes performance date future : can be future dated',
3038:'up to last day of current month. adjustments : yes performance date of an adjusting transaction may not precede the',
3039:'performance date of the adjusted transaction. referencing transaction : yes adjustment of previous delivered/performed that is not in the future',
3040:'delete : if performance date is in the future. performance transaction: advance performance statuses : pending until settled. accounting period',
3041:': future performance date must fall within provided accounting period, which may not necessarily be an open accounting period. past',
3042:'performance date is acceptable, but use the transaction date to determine available accounting periods. zero quantity : no final indicator',
3043:': no performance date past : yes performance date future : can be future dated up to september 2028 accounting',
3044:'period. adjustments : yes performance date of an adjusting transaction may not precede the performance date of the adjusted transaction.',
3045:'adjustment would trigger pending until settled status i.e., would return money to the requesting agency. referencing transaction : yes adjustment',
3046:'of previous advance that is not in the future. delete : yes if performance date is in the future. performance',
3047:'transaction: deferred payment performance statuses : informational accounting period : accounting period submitted with the transaction must be an open',
3048:'period. zero quantity : yes final indicator : no performance date past : yes performance date future : no adjustments',
3049:': no referencing transaction : no delete : may post additional deferred payment within same accounting period to override existing',
3050:'deferred payment not a true delete, but ginvoicing will mark previous deferred payment as deleted. performance transaction: received/accepted performance statuses',
3051:': pending until settled on nonadvance schedule. informational when quantity is zero. informational on advance schedule. accounting period : accounting',
3052:'period submitted with the transaction must be an open period. past performance date is acceptable, but use the transaction date',
3053:'to determine available accounting periods. zero quantity : yes final indicator : no performance date past : yes performance date',
3054:'future : no adjustments : yes performance date of an adjusting transaction may not precede the performance date of the',
3055:'adjusted transaction. if nonadvance schedule an adjustment would trigger pending until settled status i.e., would return money to the requesting',
3056:'agency. referencing transaction : yes adjustment of previous received/accepted. must always reference a previous positive delivered/performed. may reference a delivered/performed',
3057:'with a received/accepted performance date that is prior to the delivered/performed performance date. delete : no. other items of note',
3058:'for fob destination or other : delivered/performed by seller is followed by received/accepted by buyer constructive receipt enforced by ginvoicing',
3059:'after ‘n’ days. note : number of days ‘n’ is negotiated on the order. optional for fob source and/or advance',
3060:'payment indicator is yes adjustments to performance when a correction to a performance is required, an adjustment may be made',
3061:'to it. please be aware of the following: an adjustment must reference a previous performance adjustments to performance are made',
3062:'by entering negative quantity amounts fob point determines which trading partner adjustments initiate settlement note: if work is performed on',
3063:'performance that triggers an interaction with ipac i.e., if the fob on an order is destination and a requesting agency',
3064:'receives a performance for it, there may be a slight delay in the time it takes for the adjust button',
3065:'to display in its actions column on the order schedule balance page. if the adjust button for a performance does',
3066:'not immediately display on the order schedule balance, please try and refresh the page and/or move to another tab within',
3067:'ginvoicing, and then move back to the desired order schedule balance page. how to make an adjustment to performance: example',
3068:'1 : a servicing agency created a performance with a quantity of 10 items, when the amount actually needed to',
3069:'be 5. 1. from the serving agency dropdown menu, click on order . alternatively, you may click on performance from',
3070:'the dropdown menu, locate the performance you would like to action on from the performance summary page, click on its',
3071:'order , and skip to step 3. 2. locate the order you would like to adjust performance for, and click',
3072:'on it to open the order. 3. click on the show performance button at the bottom of the page. the',
3073:'order schedule balance osb page will display: 4. click on the arrow to the left of the appropriate line number',
3074:'to display the schedule information for that line: 5. click on the arrow to the left of the appropriate schedule',
3075:'number to display the delivery information for that schedule: clicking on the arrow to the left of each delivery will',
3076:'display information related to that delivery i.e., adjustments made to it, receipts, etc. 6. locate the appropriate delivery, and click',
3077:'on the adjust button in its actions column. the performance box will appear. 7. the type field will automatically be',
3078:'filled in. 8. the agency performance identifier and comments fields are optional . 9. select a date for the adjustment',
3079:'performance. once you select a date, the accounting period field becomes available. 10. the accounting period field is required ,',
3080:'and the current accounting period will appear as the default in the dropdown menu. depending on the type of performance',
3081:'you are adjusting, you may be limited to the choice of accounting periods that display in the dropdown menu. for',
3082:'example: on a performance type of delivered/performed, you will not be able to select an accounting period beyond the current',
3083:'month. on a performance type of advance, there is a limit to the amount of years that will be appear',
3084:'as selections. as of ginvoicing release 4.2, the system will not allow you to select an accounting period past 2028.',
3085:'if you are creating performance within 3 business days from the end of an accounting period/within 5 business days at',
3086:'the end of a calendar year, the previous and current accounting periods will be available to select in the dropdown',
3087:'menu. 11. in the quantity field, enter the amount you would like to adjust. in this case, a 5 was',
3088:'entered to lower the amount. 12. select either final or partial from the final field dropdown menu, if applicable the',
3089:'final/partial dropdown menu is only available on delivered/performed performance, and it is optional. 13. click on the create button at',
3090:'the bottom of the performance box to generate the adjustment. clicking on cancel returns you to the previous page. 14.',
3091:'the adjustment will display under the delivery information for that schedule on the order schedule balance page. a minus sign',
3092:'will display to the right of the document type followed by new. example 2 : a requesting agency stated that',
3093:'they received all 7 items on a performance when they actually received 5. 1. from the requesting agency dropdown menu,',
3094:'click on order . alternatively, you may click on performance from the dropdown menu, locate the performance you would like',
3095:'to action on from the performance summary page, click on its order , and skip to step 3. 2. locate',
3096:'the order you would like to adjust performance for, and click on it to open the order. 3. click on',
3097:'the show performance button at the bottom of the page. the order schedule balance osb page will display: 4. click',
3098:'on the arrow to the left of the appropriate line number to display the schedule information for that line: 5.',
3099:'click on the arrow to the left of the appropriate schedule number to display the delivery information for that schedule:',
3100:'6. click on the arrow to the left of the appropriate delivery to display its receipt information: 7. from the',
3101:'receipt, click on the adjust button in its actions column. the performance box will appear. 8. the type field will',
3102:'automatically be filled in. 9. the agency performance identifier and comments fields are optional . 10. the accounting period field',
3103:'is required , and the current accounting period will appear as the default in the dropdown menu. depending on the',
3104:'type of performance you are creating, you may be limited to the choice of accounting periods that display in the',
3105:'dropdown menu. for example: on a performance type of delivered/performed, you will not be able to select an accounting period',
3106:'beyond the current month. on a performance type of advance, there is a limit to the amount of years that',
3107:'will be appear as selections. as of ginvoicing release 4.2, the system will not allow you to select an accounting',
3108:'period past 2028. if you are creating performance within 3 business days from the end of an accounting period/within 5',
3109:'business days at the end of a calendar year, the previous and current accounting periods will be available to select',
3110:'in the dropdown menu. 11. in the quantity field, enter the amount you would like to adjust. in this case,',
3111:'a 2 was entered to lower the amount: 12. click on the create button at the bottom of the performance',
3112:'box to generate the adjustment. clicking on cancel returns you to the previous page. 13. the adjustment will display under',
3113:'the delivery and receipt information for that schedule on the order schedule balance page. a minus sign will display to',
3114:'the right of the document type followed by new. viewing a performance audit history 1. from either the requesting agency',
3115:'or servicing agency dropdown menus, click on performance . 2. locate a performance that you would like to view the',
3116:'audit history for, and click on its performance . the performance transaction details page will display. 3. click on the',
3117:'audit history button located just underneath the status section. the audit history box will display: the performance audit history displays',
3118:'the following information: field name description date date of the action action type of action taken i.e., performance created or',
3119:'performance updated user the user id of the user who performed the associated action comment a brief explanation of the',
3120:'action taken on the performance 4. to return to the performance, click on the “x” in the top right corner',
3121:'of the audit history box. viewing performance settlement status the settlement status of a performance may be viewed from the',
3122:'performance summary page or from within the performance itself if you need additional status information. please be advised that not',
3123:'all actions taken on a performance trigger settlement. for a list of rules that govern the status of various performance',
3124:'types, please visit here . how to view a performance settlement status: 1. from the requesting agency or serving agency',
3125:'dropdown menus, click on performance . the performance summary page will display. 2. locate the performance number you would like',
3126:'to view the status on, and look in its status column. note : please keep in mind that the performance',
3127:'summary page only lists performance in a status of informational , settled , and pending as a default. if you',
3128:'cannot locate a performance number, please click on one or more additional statuses from the status column. 3. for additional',
3129:'status information, click on a performance to open it. the performance transaction details page will display. 4. view the information',
3130:'presented in the status section of the performance: the status that may display for any given performance: preperformance pre :',
3131:'for any performance reported prior to the availability of the settlement feature in ginvoicing release 3.0 informational inf : the',
3132:'performance does not trigger settlement pending pnd : a performance that triggers settlement, but has not yet been settled via',
3133:'ipac this includes performance that is futuredated settled stl : the performance has been settled via ipac deleted xxx :',
3134:'a future performance has been deleted by a user previously settled pre : if funds have already been moved outside',
3135:'of ginvoicing. error err: the settlement of a performance has failed. in the event of an error, please contact the',
3136:'treasury support center for assistance. deleting performance only servicing agencies may delete an existing performance. please note that a performance',
3137:'may only be deleted if it is futuredated . for example, if you are working in the system as a',
3138:'servicing agency on 201908 06, and want to delete a performance that has a performance date of 2019 08 07,',
3139:'you may do so. you would not be able to delete a performance with a date of 20190806 or earlier.',
3140:'corrections to existing performance that are not futuredated may be made through the adjustments process. performance is a calendar date,',
3141:'not a fiscal date. how to delete performance: 1. from the servicing agency dropdown menu, click on order . 2.',
3142:'from the orders summary page , locate an order that you would like to delete the performance for, and click',
3143:'on the order to open it. 3. click on the show performance button located at the bottom of the screen.',
3144:'the order schedule balance page will display. 4. click on the arrow to the left of the appropriate line number',
3145:'. 5. click on the arrow to the left of the appropriate schedule number. 6. locate the item you wish',
3146:'to delete and click on the delete button in its action column: 7. click on yes to delete the performance.',
3147:'clicking on no returns you to the performance itself. 8. a success: successfully removed performance pxxxxxxxxxxxxxxxx message will display, and',
3148:'the performance will be removed from view from the performance summary page if you do not have deleted selected as',
3149:'a filter in the status column. exporting performance information to a .csv file performance information may be exported from ginvoicing',
3150:'to a .csv file. please be aware that the performance export function will only return results based on any/all filters',
3151:'you may have selected on the performance summary page. for example, as a servicing agency, if you have selected only',
3152:'to display details for performance number p1907020020000039, and you click on the export details button, the .csv file will only',
3153:'contain details for that one performance. if no filters have been selected, the .csv file will show a list of',
3154:'all performance numbers without adjustments or performance that has been deleted see below for instructions on how to include adjustments',
3155:'and deleted performance to your export. note : as of ginvoicing release 4.3, the maximum amount of performance that can',
3156:'display in an export details export is 20,000 . if you attempt to generate an export with more than 20,000',
3157:'documents, the system will display a 20,000 line limit error message. if you receive the error message, please attempt to',
3158:'narrow down the search results on your summary page by using filters i.e., display documents by performance date, accounting period,',
3159:'status, etc., then running separate reports. once the separate exports have been run, you may consolidate them into a single',
3160:'file if you wish. in addition, the performance export includes header and details information: if a performance contains multiple schedules',
3161:'on it, they will count against the 20,000 item export limit. please be aware that the number of performance that',
3162:'is exported may not exactly match the number of performance displayed on your performance summary list. this is due to',
3163:'the fact that the performance summary list does not display individual schedule information. for advanced performance reporting features available in',
3164:'ginvoicing, please click here . how to export performance information: 1. log in to ginvoicing, and click on performance from',
3165:'either the requesting agency or servicing agency dropdown menus. 2. if you need to export performance based on information that',
3166:'is not already set as a default on the performance summary page, set the appropriate filters. otherwise, proceed to step',
3167:'3. 3. click on the export details button located near the top right portion of the performance summary page: 4.',
3168:'when the file export box appears at the bottom of the page, click on open to immediately view the file,',
3169:'or click on save to place the file on your machine or your local network. clicking on cancel will remove',
3170:'the file export box from view. please be aware that the performance status in the export will display as a',
3171:'three letter code: preperformance pre : for any performance reported prior to the availability of the settlement feature in ginvoicing',
3172:'release 3.0 informational inf : the performance does not trigger settlement pending pnd : a performance that triggers settlement, but',
3173:'has not yet been settled via ipac this includes performance that is futuredated settled stl : the performance has been',
3174:'settled via ipac deleted xxx : a future performance has been deleted by a user previously settled pre : if',
3175:'funds have already been moved outside of ginvoicing. error err: the settlement of a performance has failed. in the event',
3176:'of an error, please contact the treasury support center for assistance. reports the reports link near the top of each',
3177:'page in ginvoicing will be visible to all users. however, only performancerelated reports are available to run at this time,',
3178:'and only users who hold performancerelated roles in their user accounts will have access to the current performance reporting functionality',
3179:'within the reports section. reporting functionality will be available for other documents gt&cs and orders within the reports section in',
3180:'future ginvoicing releases. the reports section in ginvoicing provides a more advanced reporting capability than what is offered from the',
3181:'export summary and export details options available on the document summary list pages. how to run a performance report from',
3182:'the reports section : 1. log in to ginvoicing. 2. click on reports near the top left portion of the',
3183:'page. the reports page will display: 3. in the reports section: the report field will display performance as a default',
3184:'due to the fact that the advanced reporting function is only available for performance at this time. you will not',
3185:'be able to update this field. in the partner indicator field, select either requesting agency or servicing agency required 4.',
3186:'the fields in the reports filter section are optional, and may be used to narrow down report results: accounting periods',
3187:': from the dropdown menu, select one or more reporting periods performance types : from the dropdown menu, select one',
3188:'or more performance types date type : select an appropriate date type performance date, transaction date, or transfer date start',
3189:'date : select the beginning date of a date range you would like the report to pull from. clicking in',
3190:'the start date field will bring up a calendar box where you may select a start date. end date :',
3191:'select the end date of a date range you would like the report to pull from. clicking in the end',
3192:'date field will bring up a calendar box where you may select an end date. order number : select a',
3193:'specific order number from the dropdown menu to generate a report from. you may scroll through a list of available',
3194:'order numbers, or you may search for a specific order number from the search bar located at the top of',
3195:'the order number list. please note the order numbers that display here will be limited to orders in an open',
3196:'or closed status, and modified orders that are in a draft or pending approval status. performance statuses : select one',
3197:'or more performance statuses 5. click on the run report button underneath the reports filters section to generate the report.',
3198:'depending on your internet browser, a box should appear at either the top or bottom of the page where the',
3199:'.csv file containing your report results can be opened and/or saved to your machine or a local network. please be',
3200:'aware that your report may take some time to generate based on the number of documents that will be included',
3201:'in the report. at this time, the maximum number of performance details that can be displayed in a single report',
3202:'is 20,000 . if your report exceeds that limit, you will be presented with the following message: if you run',
3203:'a report and there are no performance details that match your filtering criteria, you will be presented with the following',
3204:'message: all completed fields or filters you may have selected may be cleared out at any time by clicking on',
3205:'the reset button located beneath the reports filters section. glossary agency account : a data partition, created and managed centrally,',
3206:'to which agency administrative users are assigned for the purpose of managing users and access to documents decentrally. agency administrators',
3207:': generic term referring to any user within ginvoicing that holds one or more administrator roles/permissions within their agency. agency',
3208:'location code alc : an alc is a unique identifier created by the government, and is used by ginvoicing as',
3209:'a specific identifier that is assigned to an agency who receives goods or services from another agency. central administrators :',
3210:'united states department of the treasury bureau of the fiscal service or federal reserve bankst. louis staff members that administer',
3211:'ginvoicing through the central administration portion of the system. document : within ginvoicing, the term document may refer to a',
3212:'gt&c, order, or performance. isim : the united states department of the treasury ibm identity security manager. isim is used',
3213:'to manage treasury sso single signon accounts and grant access to the united states department of the treasury applications, including',
3214:'ginvoicing. organization groups : logical entities within ginvoicing that largely determine which documents users have access to within ginvoicing. roles',
3215:': a collection of ginvoicing feature permissions assigned to a user account. they are used to control user data access',
3216:'to documents, and often have groups assigned to them. single signon sso account: a separate united states department of the',
3217:'treasury user account that allows users to log in to one or more united states department of the treasury applications',
3218:'using a single user id and password. sso accounts are administered through the united states department of the treasury selfservice',
3219:'system, and are not supported by the ginvoicing support team. for assistance with sso accounts, users may contact the united',
3220:'states department of the treasury bureau of the fiscal service it service desk directly at 304 4807777. please note that',
3221:'this service desk is a different entity than the treasury support center tsc: if you contact the tsc for sso',
3222:'issues, they will not be able to assist you. tas filter : a filter applied to an organization group that',
3223:'may narrow a users access to a ginvoicing document based on a treasury account symbol tas. a tas filter is',
3224:'comprised of four tas components: allocation transfer agency identifier ata: the agency identifier of the agency receiving funds through an',
3225:'allocation transfer. size: 3 numeric characters agency identifier aid: agency identifier of account owner. used in conjunction with the main',
3226:'account code, the agency identifier represents the department, agency, or establishment of the u.s. government that is responsible for the',
3227:'tas. size: 3 numeric characters main account code main: identifies the type and purpose of the fund. size: 4 alphanumeric',
3228:'characters subaccount code sub: identifies an available receipt or other united states department of the treasurydefined subdivision of the main',
3229:'account. size: 3 numeric characters overview of troubleshooting & known issues the items contained in this section include troubleshooting tips',
3230:'that may not fall easily into one or more of the other online help topics, and/or include descriptions of known',
3231:'issues. issues when using internet explorer 11 ginv7871 using internet explorer 11 to access ginvoicing may cause inconsistent results such',
3232:'as elements not working, selectable buttons not responding, calendar widgets not functioning. for the best user experience, it is recommended',
3233:'to use microsoft edge, google chrome, or mozilla firefox. microsoft is moving away from internet explorer 11 and recommends microsoft',
3234:'edge as their preferred browser. ginvoicing requesting or servicing agency summary page view issues ginv4535 as of ginvoicing release 3.0,',
3235:'users may experience an issue in internet explorer ie whereby their gt&c, orders, or performance summary pages appear as a',
3236:'blank white space beneath the various tabs located at the top of the page if united states department of the',
3237:'treasuryrelated urls are entered into the compatibility view settings in ie. this issue can be resolved easily by using another',
3238:'internet browser such as chrome or firefox. if users must use ie to log in to ginvoicing, please follow the',
3239:'instructions below. how to adjust the ie compatibility view settings 1. log out of ginvoicing. 2. select help from the',
3240:'internet explorer menu bar, and click on about internet explorer to verify your current version of ie while this may',
3241:'happen in multiple ie versions, it most commonly affects ie 11: 3. select tools from the internet explorer menu bar:',
3242:'4. click on compatibility view settings . 5. if any united states department of the treasuryrelated urls appear i.e., treas.gov',
3243:'or treasury.gov in the websites youve added to compatibility view box, copy them to a separate document and save them;',
3244:'you will need the urls in the event you have troubles reaching the ginvoicing login page or any other united',
3245:'states department of the treasury applications. if you do experience issues with other applications after removing the urls, you will',
3246:'need to contact your local it department directly for assistance. 6. select remove for each of the urls listed. 7.',
3247:'uncheck the display intranet sites in compatibility view setting. 8. click on the close button. 9. clear the cache on',
3248:'ie. 10. log back into ginvoicing. again, if you are able to use either chrome and/or firefox, you should be',
3249:'able to see the summary pages without any issues. please be aware that, if the summary page loads just fine,',
3250:'and you can see the layout of the summary pages with all of the columns displayed but no gt&cs/orders/performance appear,',
3251:'it is normally due to a user account permissions issue, and you should contact one of your agency’s ginvoicing user',
3252:'administrators for further assistance. note: if the display intranet sites in compatibility view check box reappears after a reboot, you',
3253:'will need to contact your it department for additional assistance. there may be workstation security policies enforcing this setting, and',
3254:'your it department should be able to assist you. contact us if you should require technical support, please contact us',
3255:'either by phone or email. the ginvoicing customer support team is available during standard operating hours, 8:00 am to 6:00',
3256:'pm eastern standard time est, monday through friday except federal holidays. by phone 18774409476 by email ginvoicing@stls.frb.org general information regarding',
3257:'the ginvoicing program can be found on the bureau of the fiscal service website at: ginvoicing home page for united',
3258:'states department of the treasury single signon account issues, users should contact the treasury support center at 18774409476. release version',
3259:'history detailed notes on the most recent ginvoicing release may be viewed by logging into the system, clicking on the',
3260:'help link near the top right portion of the page, and selecting agency release notes from the dropdown menu. once',
3261:'selected, the agency release notes may be opened and/or downloaded and saved as a .pdf file. date release version release',
3262:'overview news & information items 03/03/22 r4.4 1 gt&c workflow by org group 2 continue improving user api efficiencies 3',
3263:'undelivered balance enhancements 4 more efficient gt&c summary list page 5 new report menu and performance report 6 new supervisor',
3264:'roles 09/16/21 r4.3 1 gt&c shared draft workflow 2 enhanced performance user experience 3 remittance api 4 ability to change',
3265:'user administrators assigned to users to aid with “user recertification” 5 other bug fixes deploy 9/16/21 12/20/21 r4.3.2 1 remediate',
3266:'security vulnerabilities deploy 12/20/21 11/04/21 r4.3.1 1 bug fixes deploy 11/04/21 07/08/21 r4.2.1 1 correct workflow defect deploy 7/8/21 06/30/21',
3267:'r4.2 1 workflow configuration and routing 2 workflow configuration security 3 enhancements to users, orders and performance modules 4 fixed',
3268:'minor defects in orders and performance 5 improved accessibility 508 compliance deploy 6/30/21 03/30/21 r4.1 1 seller facilitated orders sfo',
3269:'2 ability to assign subordinate groups & select document inherence indicator dii on gt&cs 3enhanced org tree option for group',
3270:'name & description in gt&c details expand/collapse all buttons added 4 other bug fixes deploy 3/30/21 01/21/21 r4.0.1 1 gt&c',
3271:'to groups mapping changes 2 enforce uniqueness in data tables/address postmigration duplicate data issues 3 gt&c validation for long string',
3272:'fields 4 other bug fixes 5 fiscal service accounts deploy 1/21/21 12/03/20 r4.0 1 implementation of new organization model 2',
3273:'updated administrator roles: master administrator, user administrator, organization administrator 3 new agency account module; combines legacy “disburser” and “admin” modules',
3274:'4 improved agency account administration for central administrators deploy 12/3/20 09/24/20 r3.3.4 1 database update deploy 9/24/20 08/28/20 r3.3.3 1',
3275:'adjusted agency alc load times on new gt&cs deploy 8/28/20 08/05/20 r3.3.2 1 correct reference data renaming issue 2 correct',
3276:'new user create issue deploy 8/5/20 07/07/20 r3.3.1 1 enhance ginv user createmodify process to circumvent isim duplicate user issue',
3277:'2 implement gt&c last update change 3 allow gt&c creator role to add/remove attachments deploy 7/7/20 05/18/20 r3.3 1 introducing',
3278:'organizational groups 2 allow trading partner to return gt&c last update change 3 implement 12 order data standard changes 4',
3279:'user guides can be downloaded from within the application 5 support multiple betcs 5 order fids changes 6 correct handling',
3280:'of ginv start/end date values 7 front end to allow org admins to point sdags to groups 8 create and',
3281:'manage organizational structure deploy 5/18/20 04/09/20 r3.2 1 new disburser module 2 new disburser administrator role granting access for group',
3282:'management and user management 3 new organization groups to manage groups and grant permissions to documents 4 disburser module will',
3283:'only allow lines and schedules on orders to be cancelled or restored once they are saved deploy 4/9/20 02/10/20 r3.1.1',
3284:'1 adjusted and/or logic on user access model 2 corrected print error on requesting agency final approver signature field deploy',
3285:'2/10/20 document revision history date release version changes 03/03/22 r4.4 document updates related to releasespecific functionality and changes 12/20/21 r4.3.2',
3286:'no changes necessary 11/04/21 r4.3.1 no changes necessary 09/16/21 r4.3 document updates related to releasespecific functionality and changes 07/08/21 r4.2.1',
3287:'no changes necessary 06/30/21 r4.2 document updates related to releasespecific functionality and changes 03/30/21 r4.1 document updates related to releasespecific',
3288:'functionality and changes 01/21/21 r4.0.1 document updates related to releasespecific functionality and changes 10/08/20 r4.0 document updates related to releasespecific',
3289:'functionality and changes 09/24/20 r3.3.4 no changes necessary 08/28/20 r3.3.3 no changes necessary 08/05/20 r3.3.2 no changes necessary 07/07/20 r3.3.1',
3290:'no changes necessary 05/18/20 r3.3 document updates related to releasespecific functionality and changes 04/07/20 r3.2 document updates related to releasespecific',
3291:'functionality and changes',