NewsLink Articles
Recently Awarded University-wide Contracts
New contracts have recently been awarded to suppliers for the product and service areas in the following list. See the full NewsLink article for details.
- Promotional Products and Apparel
- Photography Services
- Portable Restrooms
- Lyft
New Job Aid Available: Procuring Goods and Services
A new job aid has been created which explains the seven methods for procuring goods and services in priority order. For a summary view of all procurement methods and when they should be used, please access the Procuring Goods and Services job aid in the Administrative Resource Center (admin.resources.osu.edu/workday/workday-for-core-users-finance/procuring-goods-and-services).
eReports, BuckIQ, and database December 2021 retirements
eReports and BuckIQ will be retired on Friday, December 31, 2021. Historical PeopleSoft data (from 12/31/20 and prior) will only be available through historical reports in Tableau, archived reports in EDM, and by working with key central unit reporting teams. In addition, the databases for these reporting systems will also be retired, including: Financial Data Warehouse (DWRPT), Enterprise Data Warehouse (EDWRPT), Employee Analytics (EA), and GL Analytics Mart (DWRPT). Student data eReports and BuckIQ reports will also be moving to new tools.
General Funds Balance Report Decommissioned on August 2
The "General Funds Balance" report will be decommissioned on August 2, 2021, in Workday. The report is being replaced with the "Equity Balances by Balancing/Carry Forward Worktags" report. This new report can be used to check balances in unique worktag combinations that close to equity. If you need to see additional worktags that are non-balancing/carryforward OR ledger account detail, you can view the Financial Balances Summarization Report in Tableau. (https://dataviz.rae.osu.edu/#/views/TableauFinancialBalancesSummarization/FinancialBalancesSummarybyWorktagsbyLedgerandIndexes)
Please contact CTL-BusinessProcesses@osu.edu with any questions.
Clarifications for Several Financial Reports
Based on user feedback, additional clarifying information is being provided about several financial reports.
Customer Invoice Lines with Cost Center - Report to help reconcile accounts receivable at cost center level.
This report will provide units the ability to manage accounts receivable for Customer Invoices (external billing). The report provides customer payment information, receivables aging, and invoices in collections. The report can be generated at a cost center or balancing unit level as well as hierarchies.
Find Internal Service Delivery Lines by Cost Center - Report to review Internal Service Delivery with line memo details which helps for reviewing by cost center or cost center hierarchy.
This report will provide units with the tools needed to reconcile their internal purchased goods or services. Use of the date prompts will allow units to define the monthly period for reconciliation. The report can also be run by Internal Service Provider (ISP).
Requisitions for Internal Suppliers ISD - Report to review requisitions and purchase orders associated with ISDs. New fields include Gift, Assignee, and Expenditure Treatment.
This report is for use by Internal Suppliers and is needed to create the ISD entry. The report provides the worktags and funding sources for the ISD line entry. In addition, the report provides the requisition number that can be added to the ISD memo line for audit purposes and reconciliation.
Reminders for Updating Miscellaneous Payees
It's important to remember that the unique identifier (i.e. Tax Identification Number, SSN) must have dashes in the correct location "Identification #" on the Tax Information tab within the Miscellaneous Payee setup.
Please do not update a Miscellaneous Payee from your Inbox, instead use the find and edit functionality. Read the Find and Edit a Miscellaneous Payment Payee - UNIV and OSUP job aid within the Administrative Resource Center for more details.
Full job aid URL:
July GL Monthly Close
The July General Ledger monthly close deadlines are as follows...
Tuition Assistance Key Dates Autumn 2021
This article shares information about key dates for Autumn 2021 tuition assistance (or fee authorization) processing as well as links to more information about the tuition assistance programs at the university.
Summer GFA Expenses
Most Summer 2021 Graduate Fee Authorization (GFA) expenses were posted on Wednesday, 7/7/21. The target date for remaining expenses that will be manually posted is Friday, 7/16/21. To review Summer 2021 GFA expenses...
Workday unavailable due to planned quarterly maintenance - Sat. 7/17 from 2 a.m. to 2 p.m.
Workday will be unavailable due to planned quarterly maintenance on Saturday, July 17, from 2 a.m. to 2 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 article.