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Request Changes to Suspense Account PTAs

Follow these instructions to submit requests to add or update Accounts Payable (AP) Default PTAs, Organization Suspense Account (OSA) PTAs, or OSA Sweep PTAs for an organization using the Suspense Account Query Tool. 
 

Request Changes to Suspense Account PTAs

  1. Enter ofweb.stanford.edu in the browser
  2. Click Login
  3. As prompted, log in using SUNet ID and password

  1. Select the SU Inquiry Tools and Forms folder from the Oracle Financials Home page Navigator section
  2. Select Suspense Account Query from the list
  3. Select Change Request Form from the Main menu
     

  1. Enter Comments describing the purpose of the change request (optional)
  2. Select Request Type 
    1. AP Default PTA
    2. Org Suspense PTA/OSA Sweep PTA
  3. Enter or select Org Code 
    Find an org code using the Organization Code Hierarchy Tool.
  4. Click the calendar icon and select the Effective Date 
    As needed, review Payroll Schedules and Deadlines to identify a future pay period for implementing the change.
  5. Click Search

AP Default PTA
  1. Use the scroll bar to scroll to the right and click the Pencil icon
  2. Enter or select New AP Default Project
  3. Enter or select New AP Default Task
  4. Enter or select New AP Default Award
  5. Click Apply Changes
  6. Click Submit Request
     
Org Suspense PTA/OSA Sweep PTA
  1. Click the Pencil icon next to the Current Org Suspense PTA or Current OSA Sweep PTA you would like to change
  2. Enter or select New Org Suspense Project Number or New OSA Sweep Project Number
  3. Enter or select New Org Suspense Task Number or New OSA Sweep Task Number
  4. Enter or select New Org Suspense Award Number or New OSA Sweep Award Number
  5. Click Apply Changes
  6. Click Submit Request
     
What Happens Next?
  • An email notification will be sent to the Systems & Reporting Operations (SRO) team in Financial Management Services (FMS) who will process your request before the next payroll period or future payroll period if requested.
  • You will receive a confirmation email from SRO when your request is complete.
Last Updated: Jan 12, 2024

Questions?

S&RO (Systems and Reporting Operations)
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