The Foundation Data Model (FDM) Translation Tool, which was utilized to convert PeopleSoft chartfield values into Workday values, will be decommissioned after July 31, 2024 . A new report called PeopleSoft to Workday Conversion Details (authentication required) is now available to financial users in the Reporting and Analytics Environment (RAE). This report provides the same information as the translation tool with more accuracy regarding the full worktag combination that was used during conversion. Read the full post for more details and how to obtain help accessing the report.
The detailed FY25 period close and department fiscal payroll processing calendar has been published and is now available on the Controller's website for download in Excel format. Note: In FY25, Assets and Depreciation close will occur on Day 5. Previously, these activity groups closed on Day 3 and 4, respectively.
Two helpful reports are available to assist with year-end business document clean up that was first shared in April ( see original post ).
The "UNIV Remaining Encumbrances - Requisitions, POs, Spent Authorizations" report helps end users identify transactions and their encumbrances that will roll forward at the end of the fiscal year.
The "Purchase Orders with Documents Awaiting Action" report helps end users identify in progress and draft documents which require action before a PO can be closed. This report will only return purchase orders if one or more specifc criteria are met. See the full post for the criteria and more details.
Ohio State is making changes to storage allowances for email, OneDrive, and Teams to ensure the university is managing these services with fiscal responsibility, as Microsoft changes pricing for education licensing. In addition, email account forwarding policies will be changed, resulting from both the Microsoft changes and from new security measures enacted by outside email vendors (such as Gmail, Yahoo!, etc.) that have caused inconsistent delivery.
On Tuesday, June 11, 2024 , additional self-service pages will transform into the enhanced and mobile-friendly PeopleSoft user interface, Fluid.
Applicants and new students will experience an improved Applicant Center Fluid interface. Current students will be able to view both the “To Do List” and “Holds” through the Fluid interface.
This summer, the Office of Technology and Digital Innovation (OTDI) will begin upgrading lab and classroom Windows computers that are managed by OTDI. This technology enhancement will provide a single sign-on experience for Microsoft 365 products, simplify the user experience with Duo, and change the login credentials that are required for these devices.
The newest version of Manage Participants includes the ability to export roster data. It will export the portion of your roster currently displayed on your screen. If your roster is longer, switch to more users per page or move to a new page and export again. Instructors can add participants,...
The Forward Accruals and 9 over 12 Academic Pay Period job aid in the Administrative Resource Center (ARC) has been updated with a more realistic example for Forward Accruals. Please review if you have an interest in learning more about the forward accrual calculation.
The go-live date for matching validation rules on the entry of internal supplier invoices has been paused. Initial go-live was to occur after FY24 year end. The original details shared earlier are listed below.
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The new validation rules will have the requirements listed below.
Invoices will need to match purchase order unit cost lines to ensure rates are accurate and agree to what was approved on the PO.
Invoice totals will need to be within a $300 tolerance of the approved PO amount, otherwise the invoice will need revised or canceled and a change order must be completed.
The matching validations will help prevent compliance issues on the front end when billing grants internally, though the validations will apply to all internal transactions and not only grant transactions. We highly encourage those uploading internal supplier invoices via EIB to upload the EIB in the OSU3 business tenant first to identify and correct potential errors (invoices in draft status) before submitting in Workday. Please see the EIB for internal order billing job aid found in the Administrative Resource Center (ARC) for more information. If an EIB with errors is loaded to production inadvertently, please run the "Find Supplier Invoices- OSU" report to find invoices loaded in "draft" status that need to be resolved and submitted.
As of Friday, May 31 , all internal supplier invoices tied to a blanket purchase order and the Office of Sponsored Programs (OSP) Grant Hierarchy will route to the Grants Shared Service Center for review. This review is to help ensure that grants are charged only approved internal billing rates, comply with the grant agreement, and have appropriate supporting documentation. If there is not adequate detail to support the charges, the Grants Shared Service Center will be sending back the transactions.
Invoices will need to match purchase order unit cost lines to ensure rates are accurate and agree to what was approved on the PO.
Invoice totals will need to be within a $300 tolerance of the approved PO amount, otherwise the invoice will need revised or canceled and a change order must be completed.
The matching validations will help prevent compliance issues on the front end when billing grants internally, though the validations will apply to all internal transactions and not only grant transactions. We highly encourage those uploading internal supplier invoices via EIB to upload the EIB in the OSU3 business tenant first to identify and correct potential errors (invoices in draft status) before submitting in Workday. Please see the EIB for internal order billing job aid found in the Administrative Resource Center (ARC) for more information. If an EIB with errors is loaded to production inadvertently, please run the "Find Supplier Invoices- OSU" report to find invoices loaded in "draft" status that need to be resolved and submitted.
