NewsLink Articles
Fraud, Waste, and Abuse Training Reminder
This is a reminder to everyone that the Auditor of State Training is due by Tuesday, October 29. An email was sent out to all employees from the Office of Business and Finance. As a reminder, Ohio Senate Bill 91 recently amended Ohio Rev. Code 4113.52 to require all state employees, with few exceptions, to report alleged fraud, theft in office or misuse or misappropriation of public money to the state. House Bill 33 then amended Ohio Rev. Code 117.103 to require all state employees, which includes public university employees, to complete training on Ohio’s fraud-reporting system as directed by Ohio’s Auditor of State.
Coming Soon: New Requisition Fields for Freight and Other Charges
Beginning Thursday, October 24, two new fields will be added at the header level of a requisition. These new fields are "Freight" and "Other Charges." This change will allow end users to account for any freight or additional handling charges noted on a quote without adding a line item to the requisition. Amounts entered in these fields will carry over to the corresponding purchase order to allow for invoice matching. Please note, the freight and other charges amounts will add to the purchase order encumbrance and will liquidate once invoiced.
Match Exception Rule Changes
Two supplier invoice matching rules will be updated on Thursday, October 24. The changes detailed in the full post will be made for the University only.
Enhancements to "Delegation History - OSU" Tableau Report
On Thursday October 24, the Tableau report "Delegation History - OSU" will be enhanced with the fields listed in the full post.
"Find Journal Lines - OSU - Posted Journals by Amount Type" Enhancement
A new column has been added to the "Find Journal Lines - OSU - Posted Journals by Amount Type" report to display the Stock Request Number for journal lines with an Inventory Shipment journal source. This is to allow end users to trace a shipment back to the original requisition submitted for the order.
Payroll Accounting Report Updates
Two Payroll Accounting reports have/will be updated based on some user feedback.
Coming Soon: Cost of Sales Worktag Changes
The "Cost of Sales" worktag changes listed below are coming soon.
Validations on Expenditure Treatment (ET101)
Next month, Workday validations will be placed in various spend business processes to ensure the cost of sales expenditure treatment worktag can only be utilized by approved university earnings operations (Funds FD120, FD121, FD122 and FD200). As a reminder, use of the ET101 expenditure treatment drives the transaction accounting to the cost of sales ledger account (61020). Please refer to the university earnings operation policy for additional guidance and the full definition of cost of sales.
Inactivation of Cost of Sales Spend Category (SC10258)
The Cost of Sales Spend Category (SC10258) will be inactivated for future use, as it does not meet the definition of spend category. ET101 plus the appropriate earnings fund value should be used to designate cost of sales.
New Report Group Added - Find Transaction Summary Reports
The "Find Transaction Summary Reports" report group has been created to help end users run multiple reports with a single set of prompts. This report group will render results for the summary report groups in the following areas: Requisitions, Spend Authorizations, Expense Report, Miscellaneous Payment Requests, Supplier Invoices, Supplier Invoice Requests, and Purchase Orders. The output of all these reports is compiled and downloaded into one Excel file for end user convenience. Pivot tables have been added on a tab in the Excel output summarizing the report statuses.
For information on how to schedule a report group, please access the Scheduling a Workday Report or Report Group job aid.
Please note that if you do not already have access to all the summary reports, you may not be able to run this report.
New Nelnet Commerce Manager Training and ARC Job Aid
The Nelnet Commerce Manager training is a half-hour course and introduction to using Nelnet Commerce Manager. Nelnet Commerce Manager is a simple but flexible option for accepting credit card payments online. As a payment collection gateway, a website or an existing application can redirect customers to Commerce Manager to securely process credit card transactions or integrate payments through a Qualtrics survey. Commerce Manager can also be set up as a standalone site to sell simple individual items (for example, a ticket to a fundraising dinner) or to collect customer information (order number, invoice number, etc.) and accept payment in an amount entered by the customer. This course includes demonstrations using the tool including finding a transaction, canceling a transaction, processing a refund, and building and running a report. These processes are documented in a new Nelnet Commerce Manager job aid in the Administrative Resource Center (ARC).
Enhanced Search Results Available with Workday Assistant
A new feature, Workday Assistant, has been enabled that provides more relevant and useful search results in the new Simplified Search view
Workday Assistant uses natural language processing, so in many cases, you will not need to match Workday terminology exactly to get relevant results. And depending on your search, the information you are looking for may be included in the search results, no additional navigation necessary.