The "Forecast Plan Name" default prompt value has been updated to reflect the FY25 Summer Forecast being loaded on the reports listed in the full post.
The report "UNIV Remaining Encumbrances - Requisitions, POs, Spend Authorizations, Supplier Contracts" has two new date prompts. One prompt allows users to enter a Requisition Request Date On or Before. This is to allow users to isolate only requisitions that are intended for this fiscal year. A second prompt has been added for "PO Document Date On or Before." This is also to aid in delineating current fiscal year purchase orders from FY26 purchase orders.
Several reporting updates are current as of June 2. An e nhancement has been made to Business Process Approval Times Reporting, a new " Find Procurement Mass Close Requests - OSU" report is available, and a new financial report named "Sources and Uses - Monthly Trending" is available.
On Monday, June 2 , several credit card and expense-related reports will have maintenance performed on the back end of the reports. Changes as a result of this work will replace retired Workday prompts. While end users will still be able to use the same prompts after maintenance is complete, any saved filters and/or scheduled processes will be affected for the reports. Users will need to re-save filters and re-schedule reports after June 2 for any saved filters or scheduled processes that use the reports and prompts listed in the full post.
These reporting updates are current as of May 5. The "Due Date" field has been removed on the prompt and output of both the "Reports Find Purchase Order Summary - OSU" and "Find Purchase Order Details - OSU" reports. In addition, a new column has been added to the output of the "Business Processes Awaiting Action - Asset Detail" report. The new column displays the Business Process Type. This has been added to allow users to identify and obtain metrics for the type of event that is awaiting action more easily .
Effective April 1, 2025 , the Deposit of Funds policy and Petty Cash Funds, Change Funds, and Cash Advance Payments policy (formerly named the Cash and Cash Alternatives Payment Methods policy) have been revised by the Office of Business and Finance. These polices provide updated guidance on how units should manage their cash activity.
Check out the full post for new and upcoming reporting changes as of April 1 including New Reporting Time Period, "Find Suppliers - OSU," "Find Inventory Stock Request Lines - OSU," "Find Miscellaneous Payment Request Summary - OSU," "Inventory Turns - OSU," and "Find Supplier Requests."
Sources and Uses by Cost Center will be updated the week of Monday, March 24 . Pre-encumbrance activity will be added to the Encumbrance column so both are captued within the same column. The column name will change from Encumbrance to Pre-Encumbrance/Encumbrance.
The Principal Investigator Transactions Report is now available in Workday which allows Grants Administrators the ability to view non-personnel transactions initiated for their PIs for a given date range. The report mimics the weekly non-personnel transaction report that PIs receive from Workday. The report is a new tool to help Grants Administrators when reviewing Workday transactions with their PIs.
To access the Principal Investigator Transaction report, the individual will either need the "Faculty and Grants Administrative Analyst" (for PIs) or "Grants Administrator Analyst" (for Grants Administrators/Staff) security role in Workday.
Effective the week of Monday, February 24 , the "Payroll Accounting Adjustment Status" report will have some enhancements made to its prompt functionality. First, this report will include "Initiated By" as a prompt. Secondly, the prompt functionality for Current Expense Worktags and Proposed Expense Worktags will change to look at what is entered in either prompt.
Below is a brief example using two PAAs.
Current worktags are in CC12345 and the proposed worktags are in CC45678. Current worktags are in CC45678 and the proposed worktags are in CC12345.
In the "Payroll Accounting Adjustment Status" report prompts, you can now enter CC12345 in the Current Expense Worktags and CC12345 in the Proposed Expense Worktags and BOTH of the PAAs listed above return. Prior to this change, you would have needed to run two separate reports to get the intended data--one report run where CC12345 was in the Current Expense Worktags and a second report run where CC12345 was in the Proposed Expense Worktags.
