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Transaction Type
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Status
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Definition
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Requisition
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Approved
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The requisition is fully approved by each Approver in the workflow.
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Canceled
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The requisition has been saved or submitted; a cancelation was performed. A requisition in Canceled status may be reopened in Manage Requisitions.
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Complete
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The requisition has gone through the full purchasing lifespan or the full cancellation process and then been closed. The requisition can no longer be modified.
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Denied
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When an Approver sends a requisition back to the requester, the requisition is in a Denied status.
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Open
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The requisition has been entered and saved but not submitted into approval workflow.
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PO(s) Created
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The requisition has been sourced into one or more purchase orders.
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PO(s) Completed
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The purchase order has gone through full purchasing cycle (PO, receipt, voucher and payment) or it has been canceled and reconciled and then closed. The purchase order can no longer be modified. This status applies to the purchase order, not the requisition.
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PO(s) Dispatched
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The purchase order has been dispatched by fax or email to the vendor.
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Partially Received
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The requisition has a remaining amount or quantity to receive on at least one line.
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Pending
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The requisition has been saved and submitted into workflow; the approval process is not yet complete.
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Received
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The requisition is completely received for all line quantities or amounts.
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See Lines
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The lines of this requisition are in various stages of the approval process and have different statuses, such as Pending, Approved, Denied or Canceled; however, none of the lines have been sourced to a purchase order.
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Expense Report
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Submitted for Approval
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The expense report has been submitted into workflow; the approval process is not yet complete. At least one approval has taken place.
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Approved (for Payment)
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The expense report is fully authorized for payment processing.
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Closed
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The expense report is marked for closure. This typically means that the expense report payment was made in error and was reversed by Accounts Payable.
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Denied
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The expense report has been denied in the approval process.
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Paid
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The employee has been issued the reimbursement via direct deposit. An email notification confirms this.
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Pending
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The expense report has either been "saved for later" but not submitted into workflow or has been sent back by an approver. Pending is the only status in which an expense report may be edited. An email notification is delivered on send back.
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Staged
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The expense report is staged for payment by Accounts Payable. It will be paid shortly after it is staged.
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Submitted
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The expense report has been submitted into approval workflow. No Approvals have taken place.
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Payment Request
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Approved
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The payment request is fully approved and is awaiting the automated process that will create it into a voucher.
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Canceled
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The request has been canceled by the requester.
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Denied
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The payment request has been denied in the approval process and sent back. An email notification is delivered on send back.
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New
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The request has been saved but not submitted into workflow.
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Pending
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The request has been entered, saved and submitted into workflow; the approval process is not yet complete.
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Vouchered
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The payment request is fully approved and a voucher has been created for payment processing.
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Journal Entry
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Approved to Post
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The journal entry is fully approved.
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Not Submitted
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The journal entry has been entered and saved but not submitted into workflow.
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On Hold
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The journal entry remains in the approver's inbox and workflow is suspended until further action is taken by the approver that placed it on hold. The submitter is not notified when a journal is put on hold.
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Pending Approval
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The journal entry has been entered, saved and submitted into workflow; the approval process is not yet complete.
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Sent Back
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The journal entry has been returned to the submitter for further modification and is removed from approval process.
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Delete
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The journal entry was deleted. It can be copied for use in a future accounting period.
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Cash Advance
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Paid
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The payment process is complete and employee has received the advance.
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Pending
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The cash advance has been entered and saved but not submitted into workflow.
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Reconciled
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The cash advance has been fully applied to an expense report.
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Staged
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The cash advance is staged for payment. It will be paid shortly after it is staged.
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Submitted for Approval
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The cash advance has been submitted into approval workflow.
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