Order Related Documents

The Related Documents page lists all invoices and payments associated with a PO and provides access to the PO Detail, Invoice Detail, Payment Detail, and Agency Information pages.

Permissions

View Invoices and Purchase Orders/Blanket Purchase Orders permission – You must have this permission to access the page to view invoices and credit memos.
View Payments permission – This permission is not required to access the page, but without it, you cannot view payments.

If you do not have access to the Related Documents page, contact your company’s Collector Administrator.

Note: If a PO has been novated, the original vendor cannot view Related Documents past the date of the novation. The new vendor can view Related Documents from the date of the novation forward.

The information in the following table describes the Related Documents fields for purchase orders.

Field Name	Description
PO #	Unique number assigned to the PO by the agency Click the PO number link to access the PO Detail page.
Blanket PO#	Displays the Blanket PO link. Click the link to display the Blanket PO page.
Agency	POs creator Click the agency name link to access the Agency Information page.
Invoices and Credit Memos
[CM]	If the document is a credit memo, displays CM.
Invoice #	Unique identifier assigned by the vendor
PO #	Unique number assigned to the PO by the agency Click the PO number link to access the PO Detail page.
Amount	POs total monetary value
Invoice Date	Invoice creation date It may not match IPP’s or the Agency’s receive date. An example of when this can occur. An agency manually enters an invoice into their Disburser Module for your company.
Status	Displays the invoice status. Denied Draft Pending Approval Approved to Pay Scheduled to Pay Paid Rejected Posted Voided In Exception SAM Expired
Document Source	Defaults to Original.
Payments
Payment Type Reference #	Reference Number for the payment, based on the payment type: ACH Trace Number, Check Number, or Wire Number
Payer Name	Full Payer Name associated with the agency who made the payment
Issue Date	Date the US Treasury made the payment
Returned Date	IPP does not support returned payment data at this time.
Status	Payment status: Settled - Payment was made in full Reduced - Payment was made but the net amount was reduced by the Treasury to fulfill another government obligation
Amount	Amount paid by the US Treasury
Reason	Not supported.