Use the Suspense Account Query Tool to submit requests to add or update Accounts Payable (AP) Default PTAs, Organization Suspense Account (OSA) PTAs, or OSA Sweep PTAs for an organization.
Request Changes to Suspense Account PTAs
Before You Start
- Changes requests are typically submitted by authorized budget officers.
- Review the Resource: Allowed Suspense Account Award Types to confirm your planned PTA change uses an allowed award type
- Learn more about the Suspense Account Query Tool
- Go to Oracle Financials
- Select Login
- Enter SUNet ID and password, if prompted
- Select the SU Inquiry Tools and Forms folder from the Oracle Financials Home page Navigator section
- Select Suspense Account Query from the list
- Select Change Request Form from the Main menu
- Enter Comments describing the purpose of the change request (optional)
- Select Request Type
- AP Default PTA
- Org Suspense PTA/OSA Sweep PTA
Enter or select Org Code
Find an org code using the Organization Code Hierarchy Tool.
Click the calendar icon and select the Effective Date
Review Payroll Schedules and Deadlines to identify a future pay period for implementing the change.
- Click Search
AP Default PTA
- Use the scroll bar to scroll to the right and click the Pencil icon
- Enter or select New AP Default Project
- Enter or select New AP Default Task
- Enter or select New AP Default Award
- Select Apply Changes
- Select Submit Request
Org Suspense PTA/OSA Sweep PTA
- Click the Pencil icon next to the Current Org Suspense PTA or Current OSA Sweep PTA you would like to change
- Enter or select New Org Suspense Project Number or New OSA Sweep Project Number
- Enter or select New Org Suspense Task Number or New OSA Sweep Task Number
- Enter or select New Org Suspense Award Number or New OSA Sweep Award Number
- Select Apply Changes
- Select Submit Request
What Happens Next?
- The Financial Systems and Operations Support (FSOS) team in Financial Management Services (FMS) will receive an email notification and process your request before the next payroll period, or the future payroll period you specified.
- You will receive a confirmation email when your request is complete