NewsLink Articles
Find Credit Cards – OSU Report
The "Find Credit Cards – OSU" report is designed to provide departments and colleges with a listing of PCards by Cost Center and Cost Center Hierarchy Level 6. Cost Center and Cost Center Hierarchy Level 6 are assigned to each card by the PCard Office based on the Cost Center provided on the PCard Application or subsequent PCard Maintenance Forms.
See the Report: Find Credit Cards-OSU job-aid in the Administrative Resource Center (ARC) for guidance on running the report.
See the Report Inventory information available on the Business and Finance site for a current list of security roles required for this and other reports.
Misc. Payment Request Operational Journal Issues
All issues reported in the 5/15 Newslink related to Misc. Payment Requests have been resolved by Workday. Workday provided a fix that Ohio State has applied to correct all Misc. Payment Requests affected by this issue. These journals are all now posted in period 11 (no prior periods affected). Thank you for your patience. See the full post to read about the original issues.
Ad Hoc Bank Transaction Operational Journal Issues
All issues reported in the 5/15 Newslink related to Ad Hoc Bank Transactions have been resolved by Workday. Workday provided a fix that Ohio State has applied to correct all Ad Hoc Bank Transactions affected by this issue. All Ad Hoc Bank Transactions have now successfully loaded to Workday and journals are all posted in period 11 (no prior periods affected). Thank you for your patience. See the full post to read about the original issues.
Fiscal Year-end Timelines
To avoid potential accounting issues, the cut off time to approve any requisitions, supplier invoices, purchase orders, change orders, or expense reports is 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.
Starting at noon on Friday, June 30, 2023, the university will start a “roll-forward” process, which will run until the process is complete. System slowness may be experienced during this time. This process will automatically update the budget date to July 1, 2023, on all purchase orders, requisitions and supplier contracts with open commitments/obligations created before July 1, 2023. Any Commitments/Obligations based on the remaining balance, not yet invoiced, will be moved to FY 2024. Invoices matched to these POs and supplier contracts following the “roll-forward” will carry a July 1, 2023 budget date.
Please refer to the Unit Year End Checklist for other important year end timeline information and tasks that need to be performed. Please continue efforts to close out as many old items as possible to help with the roll-forward process.
Updated Logic for Credit Card Transactions – OSU
The logic for Cost Center Hierarchy Level 6 and Cost Center has been updated to provide units with visibility to all Credit Card Transactions for their area, including those assigned to External Committee Members.
These fields and report prompts have been mapped using text fields to the Cost Center number and corresponding Cost Center Hierarchy Level 6 that was provided on the PCard Application instead of the Cost Center currently assigned to the Expense Payee or Card Manager for the transaction.
Retired Job Aids
With the rollout of the new Workday ordering process on May 8, several job aids have been removed from the Administrative Resource Center (ARC).
- Create “My Lists” (Favorites) in Buckeye Buy - This functionality has been retired with the new Workday ordering process.
- Supplier- Round-trip set-up & Maintenance - Procurement Professional - This functionality has been retired with the new Workday ordering process.
- Create a Requisition Using the Requisitions Application - This information has been combined into the Create a Requisition to Procure Goods and Services job aid.
PCard Training Update
The PCard Office is now offering an additional training course titled, PCard Use and Responsibilities. This is a more comprehensive training option than the PCard Overview course offered at BuckeyeLearn.
This live and interactive course is designed for Cardholders, Card Managers, Card Users, and individuals that support the PCard transaction expense process. The course provides a comprehensive review of PCard Use and Responsibilities with live demonstrations and participant engagement.
Participants can choose the attendance method that suits their preference: In-Person (Classroom) or Virtual (Teams Meeting). Registration is available through BuckeyeLearn.
For questions, contact the PCard Office at pcard@osu.edu or (614) 292-9290.
Workday Unavailable Due to Planned Quarterly Maintenance - Sat. 5/20 from 2 a.m. to 1 p.m.
Workday will be unavailable due to planned quarterly maintenance on Saturday, May 20, from 2 a.m. to 1 p.m.
Kronos and external dormakaba time clocks will be available, but employees using Workday to clock in and out should enter their hours once Workday is available again.
Health System Supply Chain users should note important information contained in the full NewsLink post.
Changes to Buckeye Buy are Live
Changes to Buckeye Buy are now live! The job aids associated with ordering goods and services are now updated in the Supply Chain section of the Administrative Resource Center (ARC). For a list of updated job aids, view the list in a previous NewsLink article.
Now that we are live with the new ordering process, there are a few reminders to share including a comparison of the former requisition process with the new requisition process via the Workday Requisition Crosswalk and a few recorded demos of the new process. See the full NewsLink post for these details and more.
Buckeye Buy Unavailable 6-10 p.m. on May 6 for Transition to Ordering Within Workday
As part of the project to move ordering within Workday, Buckeye Buy ordering will be unavailable on Saturday, May 6, from 6 p.m. to 10 p.m. prior to the May 8 go-live. The downtime does not affect par orders or deliveries.
Health System Supply Chain users should note important information contained in the full NewsLink article.