Please refer to the downloadable Unit Year-end Checklist for important year end timeline information and tasks that need to be performed. Please make every effort to close out as many old items as possible to help avoid system issues for the year-end roll forward process. As a reminder, purchase orders can close only when the status is issued and there are no:
in-progress or draft receipts. in-progress or draft Return to Supplier documents. related supplier invoices with Draft, Incomplete, or In-progress status. related ASNs in Draft or In-progress.
You can view the status of these items on the Business Document Lines of the purchase order. Please work with the appropriate parties to take action on outstanding items by Friday, May 31, 2024 and send lists of POs that are ready to be closed to your Service Center Representative to close. Please also copy the Controller’s Office ( ctl-fdmrequests@osu.edu ) for awareness.
Effective Friday, April 19 , as part of the Campus Position Control Project, Cost Center Managers will now receive costing allocations through their inboxes for New Position Management Positions and all Job Management Hires (who are not paid from Period Activity Pay). This is a change, as historically costing would route to managers to initiate.
Additionally, Cost Center Managers can initiate costing allocations as a standalone process for their own assigned cost centers with no approval required. If a Cost Center Manager initiates cost allocations for cost centers that are not their own, it will route to the appropriate Cost Center Manager to approve.
This new routing should provide enhanced efficiency for both managers and Cost Center Managers.
The Tableau report "Delegation History - OSU" has been updated with the enhancements described below.
A new "Stopped Date and Time" field has been added to the report. When the delegation is stopped for any reason before it's expected end date, the stopped date and time will now display in a new column. A new filter "For All Business Processes" has been added to the report. Additionally, the naming of two fields has been changed. "Allowed Action" has been changed to "Start on My Behalf." "Specified Business Processes" has been changed to "Approval on Behalf of Specified Business Processes." A clean-up has been done on the "Delegation Details" and "All Delegation History" to no longer display rows denoting when a worker is on leave and returns from leave. This reduces some unnecessary noise in the data.
To ensure the appropriate accounting for projects, it is important that considerations made to determine if project is Capital or not. To aid departments and units in making these determinations a detailed guidance document has been added to the B&F website.
For Capitalizable Building Improvements to qualify for capitalization, project expenditures must exceed $100,000 (excluding moveable equipment, which is capitalized separately) and represent significant alterations, renovations, or structural changes that increase the usefulness of the building, enhance its efficiency, or extend its original useful life. See the full post for more details, including what capitalized building projects entail.
To clarify the usage of the two project request sheets within the Project Intake and Capital Planning instance of Adaptive Planning, the Office of Technology and Digital Innovation (OTDI) will be completing the system enhancements described in this post, effective Thursday, February 15 . See the full post for more details about the renamed sheets.
In addition to the system enhancements mentioned in the " Adaptive Planning – Project Intake and Capital Planning " post, updates to the review process for projects managed in e-Builder that are requested on the All Other Projects sheet will also go into effect on Thursday, February 15 . There are no process changes to project requests on this sheet that do not need to go through e-Builder. See the full post for details about projects managed in e-Builder.
New tips and tricks information on the Requisitions process has been added to the Business and Finance website . This provides users with an overview of the business process and a crosswalk to additional resources.
As previously communicated , to avoid potential accounting issues, please do not approve any requisitions, supplier invoices, purchase orders, change orders, or expense reports after noon on Friday, June 30, 2023 . It is highly recommended to have everything approved on Thursday, June 29, 2023. These activities may resume on July 1. To ensure that POs are included in the 6/30 roll-forward, change orders not processed by close of business on June 29, 2023 will be cancelled by Ohio State Purchasing.
Policies owned by Business and Finance will no longer be hosted on the B&F website. Instead, they will be hosted by the University Policy Office at policies.osu.edu . The B&F website information will continue be available as usual since the document links will be changed to point to the new host. However, any personal browser bookmarks will need to be updated. The website work should be completed by Friday, January 27 .
