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Msa Sow PDF

LillyUSA has guidelines for adequate invoice documentation to ensure invoices accurately reflect underlying agreements. The guidelines require: a clear connection between invoice items and agreement details; invoices reference agreements like work orders or statements of work; and invoices for goods, services, or agency work include identifying information, quantities, pricing, and references to applicable agreements. Exceptions for certain invoices are allowed with approval.

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Laxmi Reddy Laxmi
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227 views

Msa Sow PDF

LillyUSA has guidelines for adequate invoice documentation to ensure invoices accurately reflect underlying agreements. The guidelines require: a clear connection between invoice items and agreement details; invoices reference agreements like work orders or statements of work; and invoices for goods, services, or agency work include identifying information, quantities, pricing, and references to applicable agreements. Exceptions for certain invoices are allowed with approval.

Uploaded by

Laxmi Reddy Laxmi
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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LillyUSAGuidelinesofAdequateInvoiceDocumentation

Purpose:Invoicedocumentationshouldprovidesufficientdetailsothattheapprovercanverifytheamountscharged

ontheinvoiceareconsistentwiththeunderlyingagreement.

GeneralGuidelines:

TheremustbeaclearandobviousconnectionbetweenthegoodsorservicesintheInvoiceDocumentationand
thegoodsorservicesdescribedintheWorkOrder(WO),StatementofWork(SOW),orMasterServicesAgreement

(MSA).
Invoicesshouldreferenceoneoftheofficiallyretaineddocuments byLilly(WO,SOW,and/orMSA)

Definitions:

InvoiceDocumentation:TheinvoiceitselfandanyandalldocumentsattachedtotheactualinvoiceinSAP
UnderlyingAgreement:PurchaseOrder(PO),WorkOrder(WO),StatementofWork(SOW),and/orMasterService

Agreement(MSA)

RequirementsforAdequateInvoiceDocumentation

Services (HourlyRates)

Goods

Identifyinginvoicenumber
Invoicedate
LillyPOnumber
Supplier'snameandaddress
Customer'snameandaddress
Detailsofthegoodsor
servicesprovided
Quantity
Priceperunit
Totalamountdue
ReferencetoSOWorMSA
(whereapplicable)

Identifyinginvoicenumber

Invoicedate
LillyPOnumber
Supplier'snameandaddress
Customer'snameandaddress
Name(s)ofindividual(s)
providingservices
$Rate(s)perhour
#ofhours
Descriptionofwork
performed
Dateofservices
Totalamountdue
ReferencetoSOWorMSA
(whereapplicable)

Ifreimbursableexpenses
areincluded:
o Date
o Individual
o Description

Services(FixedFee)

Identifyinginvoicenumber
Invoicedate
LillyPOnumber
Supplier'snameandaddress
Customer'snameandaddress
Deliverablecompleted
Dateofcompletion
Totalamountdue
ReferencetoSOWorMSA
(whereapplicable)

Ifreimbursableexpenses
areincluded:
o Date
o Individual
o Description
o Amount

AgencyofRecord(AOR)andOtherExceptions:

Identifyingnumber
Invoicedate
LillyPOnumber
Supplier'snameandaddress

Customer'snameandaddress
Detailsofthegoodsorservicesprovided
Totalamountdue
ReferencetoSOWorMSA

Invoicesrelatedtomonthlyinstallmentpaymentsorthatrequiresignificantamountofdetail(e.g.OMDmedia
planning)muststillreferenceaSOWorMSA,butfurtherdetailisallowedoutsideSAPonlybyapprovalofthe
LillyUSAController).CompletedocumentationofservicesprovidedbyanAORwillberetainedandobtainedthrough
aformalreconciliationprocess.AllmonthlyinstallmentplansmustbespecifiedintheSOW.

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