Using a Pre-Processing Form

Overview

The OSS Standard Invoice Pre-Processing Form (PPF) is required to be used by all participating agencies. This form is designed to allow agencies to submit any agency-desired processing information in addition to the invoice. The form is available on the OSS website here.

The OSS Standard Invoice Pre-Processing Form will be returned to the agency if the following requirements are not met:

• • The "Date Invoice Received" field must be completed.
  • The PPF cannot contain handwritten information or be left blank.
  • The PPF cannot be agency-generated or a modified version of the PPF.
  • The PPF used must be the PPF with the latest version (The PPF used must be the PPF with the latest version 8.2.1).
• If the PPF contains errors such as mis-keyed information (i.e., $100.00 and the invoice is $1,000), the invoice will be used as the source document when creating the voucher. As long as enough information is provided to create a valid voucher based on the PPF AND the primary invoice documentation, a voucher will be created.
• Agency's do not need to complete and submit a PPF when using a Payment Request Form or an OSS approved Agency Payment Request Form.

• If a Purchase Order Number is provided on the Invoice AND on the Pre-Processing Form, the Purchase Order Number provided on the Pre-Processing Form will be used to process the voucher.