New and Upcoming Reporting Updates
New Reporting Time Period:
A new reporting time period is now available to be used on financial reports prompts. "Last 24 Periods" may now be selected and will return results for the 24 periods prior to the Accounting Period selected on the report prompt. When retrieving data from many periods you should further filter to specific Worktags, Journal Sources, etc. to retrieve the data. In some cases, the number of lines may exceed the capacity of Microsoft Excel.
Find Suppliers - OSU Enhancements:
A new prompt has been added to the "Find Suppliers - OSU" report. It is a checkbox prompt called "Proposed Inactive Suppliers." By selecting this prompt, the data will be filtered to only active suppliers that have not had an invoice or purchase order within the last 13 months, and have not been created within the last 13 months. Additionally, a column has been added to the output of the report to display the "Created On" date for a supplier.
Find Inventory Stock Request Lines - OSU Enhancement:
A new column has been added to the output of the "Find Inventory Stock Request Lines - OSU" report. The column is called "Originating Business Document Line" and will display the requisition number for inventory stock requests that were originated via the requisition process.
Find Miscellaneous Payment Request Summary - OSU Enhancement:
A new column has been added to the output of the "Find Miscellaneous Payment Request Summary - OSU" report. The new column displays the "Security Group Awaiting Action" so end users can determine where in progress transactions are in the workflow.
New Report: Inventory Turns - OSU:
A new version of the Workday-delivered "Inventory Turns" report is now available and is called "Inventory Turns - OSU." This report features all existing report fields from the original report and has an additional column on the output called "Active Inventory Sites" to display the inventory sites where the purchase item has an item site status of Active. The original report will be retired on Friday, April 18 to avoid duplication.
Coming Soon: Find Supplier Requests Enhancements:
The "Find Supplier Requests" report will have several new report fields added. The output will soon display the "Security Group Awaiting Action," "Days Since Assignment," and "Days Since Initiated." Additionally, the existing report field and prompt for "Initiator's CCH6" will be adjusted to display the CCH6 of the person who created the request at the time the request was created, rather than the worker's CCH6 at time the report is run.