Quick Steps: Review Transaction Status in iOU

Who does this?  Stanford staff with access to the iOU system

When?  Someone needs to know the status of a reimbursement, advance, petty cash or other check request transaction that has been initiated in iOU.

How?  Using the iOU application in Oracle

 

Review Transaction Status in iOU (4 steps)

step 1

Launch Oracle applications:

  1. https://ofweb.stanford.edu.
  2. Enter your SUNet ID and password.
step 2

Select responsibility SU iOU Public.

step 3

From iOU home page, click Main tab.

step 4

From Transaction Queue screen:

  1. Locate Transactions at a Glance section.
  2. Sort the list as needed by clicking on any of the column headings.
  3. Locate the transaction by Trxn (transaction) Number, Payee, Business Purpose, Amount, Transaction Date or Transaction Type.
  4. View transaction status in the Trxn Status column.


    5. Note:  The possible status shown here:
    • Pending - awaiting approval
    • On Hold - placed on hold by approver or T&R
    • Approve

  5. View transaction details by clicking on a Trxn number.
  6. Check approval status by viewing the Action Code, Action Date, and Approval Comments under Approval Routing section.
  7. Check payment status under T&R Processing section.
  8. Select Return to Main Page button when done.
Note:  Transactions with Trxn Status equal to pending with no approvals can be withdrawn if needed. From the Transaction Review screen, select Withdraw button. Originators can then edit the transaction and re-submit for approval or void the transaction all together. If a transaction requires multiple approvers and it has not been fully approved, the originator must contact the next approver on the list to request that the transaction be returned. If the transaction has been fully approved, the originator will need to contact T&R to change or cancel a transaction.

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What happens next?

  • Transactions requiring backup documents will not be routed to an approver until documents have been faxed in and electronically attached. If the backup documents are not received and the originator has indicated that backup documents will be attached, the iOU system will send an email within 24 hours indicating that documents have not been received.
  • If you need to re-submit the backup documents, the barcode sheet can be reprinted in the future to fax additional documents if necessary. To reprint the bar code page, click the Reprint Barcode button on the bottom section of the Transaction Review page.

Questions?

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