Beginning May 1, departments and units selling goods and services on credit to customers (accounts receivable) should use the “Create Request” task in Workday to request new customer records and edits to existing records. Note, this change DOES NOT apply to Internal Order Billing (IOB) or cash sales. Communications about customer record maintenance will now include both system-generated emails and Workday notifications, rather than relying exclusively on email. You may still receive occasional emails if additional information is needed to process a request. This new process replaces the existing Qualtrics form used for customer data collection. For additional details and a job aid link, read the full post.
Beginning the week of May 16, non-student accounts in collections will be converted to Workday. This conversion out of Campus Solutions (SIS) may change where you view account balances.
Most balances held in the SIS ledger accounts of 12210 and 12050 will convert to the Workday ledger account 12000.
To review balances in Workday, use the General Ledger Balance report or the Find Journal Lines - OSU report. For balances remaining in SIS, continue to use the Student Financial Reports in Tableau.
Accounts in collections with combined student-related and non-student related debt will remain in SIS.
See the full NewsLink article for more information including details about student-related and non-student related debt, intended conversion deadline, and who to contact with questions about this change.
