NewsLink Articles
Enhancements to "Flexible Payroll Expense Data" Tableau Report
The Tableau report "Flexible Payroll Expense Data" has been enhanced with the addition of a new tab titled "Flexible Payroll Actuals- Annual Trend." In this tab users can compare payroll spend data by fiscal year.
Find Supplier Invoice Request (SIR) Summary - OSU
The "Find Supplier Invoice Request (SIR) Summary - OSU" report will be enhanced with an additional set of date prompts.
Prompt "Supplier Invoice Request Completed Date on or After" and "Supplier Invoice Request Completed Date on or Before" fields are added which allows users to run the report by when the supplier invoice request completed consistent with other procurement reporting.
Internal Order Billing Training Updates
Updates were made to Module 1 of the 2 part Internal Order Billing BuckeyeLearn training. These updates reflect invoice workflow changes that were made in May 2024 and provide a better learning format for end users.
The Buying Experience
A new BuckeyeLearn Curriculum called "The Buying Experience" is now live. This is a 6-module curriculum covering the most used Requisition types for new employees. These can be taken as a full curriculum, or each one can be watched as a stand-alone course.
Quick Tip Text for Expense-Related Tasks
Additional Quick Tip text will be visible for Create Spend Authorization, Create Expense Report, and Edit Expense Report tasks. The new Quick Tips will be visible to self-entry workers and provide guidance next to the fields being populated which can be accessed by clicking on the blue circled question mark icon.
Note: This functionality is not currently available on the related Expense Data Entry Specialist tasks of Create Expense Report/Spend Authorization for Worker and Non-Worker.
Visual Changes on Workday Project Summary
Effective immediately, the following unused fields will be hidden on a project’s summary Workday page: Billable, Customer, Include Project ID in Names, Optional Balancing Worktags, Optional Project Hierarchies, and Project Currency.
New Tableau Certified Data Source - Adaptive Operating Plan Lines from Workday
To facilitate ad-hoc financial reporting in Tableau, a new Tableau Data Source which contains Adaptive Operating plan lines data for UNIV from Workday has been created in the Reporting and Analytics Environment (RAE).
This data source will be updated as new plan lines are loaded in Workday. The Tableau Data Source name is Workday - Adaptive Operating Plan lines. This data source will be available to all Finance users who have access to this folder “Financial Accounting/General Ledger.” See the full post for the listing of data source items being loaded.
Plan Versus Actuals Suite Enhancement: Dynamic Plan Column Heading
The "Plan Versus Actuals by Plan Worktag" and "Plan versus Actuals by Plan Worktag - With Ledger Account" reports have been enhanced with new dynamic column headings to provide greater clarity to the selections made at report runtime. Now instead of simply displaying "Plan," the column heading will display the Plan/Forecast Name that was selected at report runtime.
Purchase Order Reporting Enhancements
The "Find Purchase Order Details - OSU" reports has been updated to include two new fields for line level status details named "Purchase Order Line Status" and "Line is Cancelled" which provides insight to the statuses of specific Purchase Order Lines.
Please send questions about these updates to ctl-businessprocesses@osu.edu
Coming Soon: Projects Prompt to be Added to Supply Chain/Procurement Reporting
During the months of November and December, multiple Procurement and Supply Chain reports will be enhanced to add a new prompt for "Projects." This prompt will provide additional search options on projects and is intended for areas managing large projects with multiple phases in Workday. See the full post for the list of affected reports and the date each report is expected to be updated.