Appendix A - Inter/IntraUnit Encumbrance Statuses
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Appendix A - Inter/IntraUnit Encumbrance Statuses
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The IU Transaction Entry Page for IU Encumbrances contains three statuses: IU Status, Approval Status, and Budget Status. The image below depicts a mockup of the IU entry page with the status fields highlighted. The statuses are further defined below.
IU Transaction Entry Page for IU Encumbrances
IU Status
The IU Status field reflects the status of the transaction. The below statuses are applicable for IU Encumbrances.
Status | Translate Value | Action |
|---|---|---|
Initiated | I | IU transaction is created and saved but not submitted for approval. |
Error | E | IU transaction contains edit check error(s) 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 an approver. |
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. |
Approval Status
The Approval Status field reflects the status of the workflow approval for the transaction. The below statuses are applicable for IU Encumbrances.
Statuses | Translate Values | Action |
|---|---|---|
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 |
Budget Status
The Budget Status field reflects the status of the budget check. The below statuses are applicable for IU Encumbrances.
Status | Translate Value | Action |
|---|---|---|
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. |
| Overridden | O | The IU transaction budget/cash error was overridden. |
Version History
Date | Revision Description |
|---|---|
07/23/2024 | Original Version |
| 11/07/2024 | Updated based on 11/06/204 version history:
|
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