The new reporting updates described below are expected to be active mid-August.
Enhancements to Purchase Order Reporting: A new prompt and output field have been added to "Purchase Order Remaining Balances," "Find Purchase Order Details - OSU," and "Find Purchase Order Summary - OSU." The prompt is a checkbox that allows users to return only purchase orders that have been marked as "Exclude from Mass Close." A corresponding output column for "Excluded from Mass Close" has been added to display "Yes" if the purchase order has been marked as such or will show as blank if the purchase order has not been marked as excluded from mass close.
Coming Soon: New Cash Sale Report: Coming the week of August 18, a new report called "Find Cash Sale Details - OSU" will be released. This new report will return one line per cash sale line and will include pertinent details regarding customer, status, line description and amounts, tax information, transaction-related date fields and worktag details. The required security group necessary to execute this report is Company Financial Analyst. This report will replace the existing report called "Cash Sales for Organization." The retirement of that report is scheduled for Friday, September 5.
Coming Soon: Business Processes Awaiting Action - Expense Report Detail Enhancement: Coming the week of August 11, a new field will be added to the output of the report "Business Processes Awaiting Action - Expense Report Detail." The new field will display the Spend Authorization Number (if applicable) that is tied to the expense report. This will be added to help identify which expense reports are tied to travel expenses.