Internal Order Billing 1 and 2 have been updated. If you were in progress in this training you should have received and email from the training team advising that you will need to restart the course because the previous link will no longer be active.
During the week of Monday, January 29 , an enhancement for retro pay on grants for salary over the cap will change for specific job families. Currently, any retro pay on grants with salary over the cap defaults to over the cap worktags. After the change, retro pay no longer cap for the job families listed in the full NewsLink post.
Payroll Accounting Adjustments (PAAs) to move retro pay on grants with salary over the cap to the under the cap worktags will no longer be needed for employees in these job families for payroll paid after this change is made. You should continue to monitor retro pay on grants with salary over the cap for all other job families. Please contact OSPGrantsAccounting@osu.edu with any questions.
Supply Chain business process notifications continue to be reviewed to help create consistency across each process. The business process notification enhancements detailed in the full post will be implemented during the weeks of January 15 and January 22 .
To assist with the Year End Procurement Roll Forward process, the Controller’s Office will soon be analyzing and closing out old internal and external Purchase Orders (PO) which meet the following parameters:
POs that are over two years old which have not been invoiced in the previous year ( excluding POs for multiyear service contracts that are only billed annually, those related to construction projects beginning with OSU-PJ and those that are FD520 grant related). A mass close of old POs meeting the above-listed parameters will occur the last week of February. After the mass close is complete, this process will occur regularly on a 6-month closure cadence (during the last week of December and the first week of June). To see what POs will be closed as part of this process, run the "Find Purchase Order Details – OSU" report, and filter using the above parameters and the "last invoice date" column. In addition, once POs are mass closed, if there is a true need, they can be reopened by the service center if the transaction is within the same fiscal year.
The template to upload internal billing supplier invoices via EIB is changing. Beginning at 5 p.m. on Wednesday, January 31 , users are required to use the new template. The current template will not work after 5 p.m. on January 31. The current information found at the Supplier Invoice for Internal Billing EIB Template Upload (EIB) link in the Administrative Resource Center (ARC) will be updated at that time.
What's changing? We are adding columns to the end of the EIB template to allow for additional worktags that are allowed on the requisition: Grant Treatment, Sponsor, CSI Code, Prevailing Wage & Academic Period.
Enhancements have been added to the output of both the "Business Process Approval Times – Miscellaneous Payment Request Detail" and the "Business Process Approval Times – Miscellaneous Payment Request Summary" reports. The enhancements include a new column on the output of each report to display the approval time for the workflow step “Accountant OSP.” This approval step will be added into the Miscellaneous Payment Request workflow as a part of the petty cash project.
A new university wide contract, Drop-off Catering services, was recently awarded to 18 suppliers by the Sourcing Team offering an array of foods available in Buckeye Buy. Check out the full NewsLink post for the complete supplier list, the criteria used for vetting the suppliers, and links to details provided through the Business and Finance site.
As previously communicated in October , Cost Center Managers were encountering an error when completing Period Activity Pay (PAP), within the Hire process, when the proposed Cost Center was not their Cost Center.
The workaround was to cancel the PAP and then initiate as a stand-alone process that would clear the error. Workday released a fix for this issue during the weekend of December 16 and now the step is working appropriately.
Some Supplier Invoice and Supplier Invoice Requests enhancements will be moved to production the week of Monday, December 18 .
Notification Updates for Supplier Invoice Requests:
There will be increased visibility on canceled and denied requests. Approvers and Initiators will be notified if these actions occur. Notifications will now be sent at the Supplier Invoice completion instead of the Supplier Invoice Request completion. This way requesters are notified at the time the Invoices are approved rather than at the start of the Supplier Invoice Process. If SIR amount changes after the SIR is submitted the requestor will be notified.
Notification Updates for Supplier Invoices:
There will be increased visibility for the Requisition Requester and prior approvers on denied requests. The Supplier Invoice Initiator of Internal Order Billings will be notified if anyone cancels or denies the invoice they entered.
Business Process Approval Times – Supplier Invoice Request Reporting Enhancements:
Enhancements have been added to the output of both the "Business Process Approval Times – Supplier Invoice Request (SIR) Detail" and the "Business Process Approval Times – Supplier Invoice Request Summary" reports. The enhancements include two new columns on the output of each report, one to display the approval time for Business Operations Center Leads and one to display the approval time for Grants Operations Center Leads. These additions are due to the change in workflow on Supplier Invoice Requests where they now route to Service Center Leads on the SIR rather than routing for approval on the Supplier Invoice.
The Spend Report Exceptions Dashboard will be retired on Friday, December 29 . Please utilize the "Exceptions Dashboard" as it has the latest in exceptions reporting available. Alternatively, the "Schedule A Report" task can be used to run the "Exceptions Report Group." This allows users to run three exceptions reports with one set of prompts and all reports will be downloaded into one Excel file.
Miscellaneous Payment Enhancements:
"Find Miscellaneous Payment" reports have been updated with additional prompts to allow users to see information for their specific college or unit cost centers that must be recorded on OSP worktags as part of the cash advance for human subjects process. To view cash advances for human subjects on OSP grants associated with your specific college or unit, enter the Requester’s cost center or cost center hierarchy as of the date the Miscellaneous Payment was submitted. See further information in the Reporting Tip shared via the Business and Finance site.
