Starting the week of April 5, 2022, we will be working behind the scenes to reload the core Journal Line dataset from Workday into the Reporting and Analytics Environment (RAE), starting with January 2021 data and finishing through current day. The reload process is expected to be complete no later than April 15, 2022. We will load the data incrementally in monthly buckets due to the size of the files. Thus, during this 10-day period, updates will appear as the load steps complete.
There will be no system outage or downtime due to this work. Users, reports, and dashboards should not be affected. Updated and complete data will flow into your existing queries without any changes on your part. Once the reload is complete, we will send out a follow up notification.
As shared in October , progress continues on the retirement of the legacy reporting systems tied to PeopleSoft HR and Finance, and will be complete at the end of calendar year 2021. In preparation for the shutdown, multiple activities have been completed or are ongoing to ensure that business and data analysts will have access to legacy data as needed. See the full post for more details and additional activity highlights.
Remaining activities for the university's Workday rollout include the retirement and shutdown of PeopleSoft data sources, BuckeyeOasis tools, and eReports and BuckIQ reporting services. Beginning November 1, access to these systems will be restricted to a small group of core users prior to system shutdown on December 31, 2021. Please review the full announcement for more detailed information on how to access common reports and historical data using new data tools.
Award Co-Principal Investigator data has been added to eActivity Reporting in the Reporting and Analytics Environment. PI Portal Benefit Rates for FY22 have been updated and benefits are now reporting correctly. PI Portal balances may not be correct if purchases included capital equipment. Please use Workday report "Budget vs Actuals by Object Class" for accurate balances.
Based on user feedback, additional clarifying information is being provided about several financial reports.
Customer Invoice Lines with Cost Center - Report to help reconcile accounts receivable at cost center level.
This report will provide units the ability to manage accounts receivable for Customer Invoices (external billing). The report provides customer payment information, receivables aging, and invoices in collections. The report can be generated at a cost center or balancing unit level as well as hierarchies.
Find Internal Service Delivery Lines by Cost Center - Report to review Internal Service Delivery with line memo details which helps for reviewing by cost center or cost center hierarchy.
This report will provide units with the tools needed to reconcile their internal purchased goods or services. Use of the date prompts will allow units to define the monthly period for reconciliation. The report can also be run by Internal Service Provider (ISP) .
Requisitions for Internal Suppliers ISD - Report to review requisitions and purchase orders associated with ISDs. New fields include Gift, Assignee, and Expenditure Treatment.
This report is for use by Internal Suppliers and is needed to create the ISD entry. The report provides the worktags and funding sources for the ISD line entry. In addition, the report provides the requisition number that can be added to the ISD memo line for audit purposes and reconciliation.
To convert equity most accurately from a Financial Statement perspective and ensure all balances tie back to the college or unit where the current state fund is owned, the decision was made to convert all revenue and expense accounts (non-General Funds Spending Authority (GFSA) and non-Office of Sponsored Programs funds) using owner org. To help translate PeopleSoft data on ledger org instead of owner org to obtain cash balances, an Income Statement and Ledger Org report have been built. The report can be found using Tableau (Tableau access and authentication is required).
Plans for the next phase to include Spend and Revenue Category will be completed by early June and a new version of the report(s) will include this information and will be shared at that time. Please direct any questions regarding the reports to CTL_BusinessProcesses@osu.edu .
The Reports and Report Crosswalk job aid is now available in the Administrative Resource Center (ARC). This document provides a listing of reports available in Workday and Tableau that will be of interest to college and unit fiscal staff, leaders, and managers. It also provides a crosswalk between legacy reports and Workday/Tableau reports.
OCIO technicians will be performing maintenance on the Finance System from 7 p.m. on Saturday, February 16 until midnight on Sunday, February 17 , which will affect eRequest, eTravel and eReports/Data Warehouse. Those services will be unavailable during the maintenance period. In addition, the Wexner Medical Center's eMaterials (eMat) service will also be unavailable during the same maintenance window.
Questions regarding this planned maintenance should be directed to the IT Service Desk at 614-688-4357 or through Self Service . Please reference change numbers CHG0039914 (eMat) and CHG0039919 (Finance).