Automated Broker Interface (ABI)

Within the ONESOURCE ABI solution, PGA data can be stored and reviewed at an invoice level per individual entry.
To access this data:
  1. Open the
    Entry Summary
    screen from the
    ABI
    menu.
  2. Choose an entry.
  3. Once an entry has been chosen, click the entry’s
    Detail
    link on the far right to open the
    7501 Summary
    screen.
  4. Open the
    Invoice
    tab.
  5. In the
    Invoice Header
    sub-tab, review the grid and choose an invoice to edit.
  6. Once an invoice is chosen, click its corresponding
    Select
    link on the far left.
  7. Once an invoice is selected, click on the
    Invoice Line
    sub-tab.
The
Partner Government Agencies
tab is located below the
Invoice Line Classification
section of the screen. This tab is where you can store PGA data at an invoice line level on an ABI entry.
To add/edit PGA data:
  1. Click the
    Add/Edit PGA
    link beneath the
    Partner Government Agencies
    tab.
For more information about the ABI solution, please refer to the ABI help documentation.

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