NewsLink Articles
Ten-Digit Dialing Reminder
Don't forget, for those times when you're not making a call using one click with Skype for Business, ten digits are required when dialing Ohio State phone numbers (area code + ###-####) and the same ten-digit phone number for long distance calls. You will not need to prefix numbers with a 9 to dial off campus. The previously used five-digit campus shortcut dialing is no longer supported.
Finance and Supply Chain Reporting
Below are several updates for Finance and Supply Chain reporting.
"In Progress Business Process by Cost Center" report has been enhanced
- Spend Authorizations that still require Business Operations Center Rep or Grant Operations Center Rep review will now display on this report.
- Expense Report Cost Centers now can pull cost centers used in itemized details.
"Miscellaneous Payment Request – OSU" Report
The "Find Miscellaneous Payment Requests" Report will be decommissioned this week and be replaced by the "Find Miscellaneous Payment Request – OSU" report.
Specific enhancements in the new report will include:
- "Cost Center Hierarchy" added as a search prompt
- "Worktags used in the transaction" have been added as a search prompt
- Report output now contains all financial worktags that can be used in the transaction
Sources and Uses Reporting Suite
- Reporting defaults for "Budget Plan Name" and "Forecast Name" have been updated to FY22.
Workday Procurement Requisition Worktag Template
Workday users who support multiple funding sources or change funding worktags commonly on procurement requisitions can take advantage of the “Create Requisition Worktags Templates” in Workday. These Worktag templates can be used during the checkout process of a requisition. Refer to the Create and Use Requisition Templates help documentation in the Administrative Resource Center (ARC) for more information.
New Journal Entry EIB template - Update Now
The template to upload journal entries via Enterprise Interface Builder (EIB) has been updated as of 5 p.m. on Wednesday, September 15. You must use the new EIB template available in the Administrative Resource Center as the previous template is no longer supported.
The change includes the addition of a “Central Correction No ACP” option in the template’s journal source drop-down menu. This journal source is to be used by a few users already identified on the central accounting team for correcting entries that do not need the grants ACP process run or a non-OSP transaction correction that needs to bypass custom validations.
Workday Buying Experience Office Hours
Representatives from the Grants Shared Service Center and the Procurement Shared Service Center will be available to address top questions received from Workday users.
Sessions are planned for Wednesdays at 1 p.m. on September 29, October 13, and October 27.
Prepaid Supplier Invoices
A recent update has been made to allow the Cost Center Accountant, Accountant and Accounting Manager roles to mark supplier invoices as prepaid and create amortization schedules.
An example of this instance would be if a department has a monthly subscription that they pay once a year. An Invoice comes in January 1 and it would be marked as prepaid and amortized from January 1 to December 31. The change is marking supplier invoices prepaid via accounting adjustments after the invoice is paid. If a unit doesn’t have prepaid invoices, there is no change for them. But if they have invoices that are prepaying expenses and want to reclassify it from an expense account to a prepaid balance sheet account, Cost Center Accountants in the units can do this.
Review the Prepaid Supplier Invoices Job aid available in the Administrative Resource Center.
Additional Ad-Hoc Approver Functionality Available
Additional Approvers for requisitions, purchase orders, supplier invoice requests, miscellaneous payments, spend authorizations, and expense reports have been updated.
- Senior Fiscal Officer and Senior Leader roles are no longer constrained by Cost Center (anyone in roles can be picked when needed regardless of Cost Center on the transaction).
- Principal Investigator and Co-Principal Investigator (both unconstrained) are now available.
- New role for Additional Administrative Approver (unconstrained) for additional ad-hoc approvers when needed. This should only be used when the additional approver is not in the standard workflow for the transaction. Assignment to Additional Administrative Approver should be requested through standard access request process in ServiceNow.
Journal Sources Help Materials Updated
Two journal-related items in the Administrative Resource Center (ARC) have been newly added or revised.
The System-generated Journal Source Guide shows the operational journal source name and the type of data that is posted automatically by the system once a business process is complete. This helps with analyzing data for use with reporting.
The existing Journal Source Quick Reference Guide has been renamed Manual Journal Source Quick Reference Guide. Its purpose is to help users determine which journal source is appropriate when working with manual journal entry.
Register for Cybersecurity Days 2021
Registration is open for Cybersecurity Days 2021—October 6 and 13!
Each October, The Ohio State University presents a multi-day, technical and awareness conference, Cybersecurity Days. Sessions are offered for all skill levels because cybersecurity awareness is important wherever humans and technology connect. Access the Cybersecurity Days website for more info about registration, speakers and topics.
The 2021 Cybersecurity Days event is open to Ohio State students, faculty, staff and invited guests free of charge. If you're an Ohio State University Wexner Medical Center (OSUWMC) staff member, please use your name.# on the registration form.
Research Reporting Updates
- 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.