Appendix A­ - Inter/IntraUnit Encumbrance Statuses

Initiated

I

IU transaction is created and saved but not submitted for approval.

Error

E

IU transaction contains edit or budget/cash check errors and requires further action.

Pending Approval

N

IU transaction was submitted and is pending one or more approval(s).

Approved

A

IU transaction has been approved by all required approvers.

Denied

D

IU transaction has been denied by one of the approvers.

Open

O

IU transaction has successfully recorded to the IU Module and is ready to transact against. This status is applicable to IU Encumbrances and IU Accruals in lieu of ‘Posted’ status.

Closed

C

The IU transaction is closed, no remaining balance exists, and agencies cannot transact against. This status is only applicable to IU Encumbrances and IU Accruals.

Deleted

X

IU transaction is deleted. Deleted IU transactions do not impact balances and are not able to be altered after deletion.

Not Applicable

T

Approval level not applicable to the transaction

Not Routed

Z

IU Transaction has not been submitted for approval

Pending Approval

N

IU Transaction has been submitted and is pending approval

Approved

A

IU transaction has been approved

Denied

D

IU transaction has been denied

Not Checked

N

IU transaction has not been budget/cash checked.

Error

E

The IU transaction failed budget/cash check, and errors must be resolved before the transaction can continue processing.

Valid

V

The IU transaction successfully passed budget/cash check.