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A new prompt parameter has been added to the "OSU - Find Assets" report in Workday which will enable users to run the report by asset registered date range. The following columns have also been added to the report output.

• Date Registered
• Area
• Activities and Events
• Assignee
• Gift
• Expenditure Treatment
• Prevailing Wage

As FY21 nears completion, all invoices, pending approvals, and match exceptions need to be presented for payment or resolution, or be resolved by Friday, June 25, 2021. Please note, the Wexner Medical Center does not have a cut-off date.

Supplier invoices must include these key details: invoice number, invoice date, remit-to address, valid purchase order number, and invoice total. Any invoices missing key information cannot be processed and will be returned.

If you have any questions, contact the Accounts Payable customer service team: apcustomerservice@osu.edu or call 614-292-6831.

It’s known that Workday users are experiencing workflow issues while attempting to edit a transaction in workflow or after approval. The Enterprise Business Solutions (EBS) team is working with Workday on a long-term solution. For the interim, please use the tips listed below.

• When a transaction is in workflow, approvers and service centers should add attachments and make comments from their Inbox view. This is typically when users first encounter a transaction that requires their attention.
• After approval, when users need make updates, such as add an attachment or leave comments, they can use the “edit” feature of the transactions related actions. Be aware that these edits will re-trigger the approval workflow if the “Submit” button is clicked.
• A way to tell if you will re-start workflow is if you click “Submit” option vs. the “Approve” or “Save for Later” option to complete your work.
• On a requisition, if you wish to add a comment, but not Approve or Send Back, you can edit the Requisitions, add a comment in the Activity Stream, click “Post” and then leave the transaction without taking further action.
• When “Save for Later” is used, the transaction will fall out of everyone else’s inbox for that step in the workflow.

This information will also be added to the Workday Finance section of the Administrative Resources Center (ARC) soon.

To request updates to existing Sales Items (including inactivating ones not used) or new Sales Items for existing Earnings operations, please send an email to CIO-WrkdayFinSvcs@osu.edu.

Sales Items are used on Customer Invoice for billing external customers. Please do not submit internally charged fees.

To review Sales Items for your unit follow these steps:

1. In Workday, run the "Extract Sales Item" report.
2. Search by "Sales Item Groups" (the group is your earnings operations, ie. Alber Enterprise Ctr).
3. Conferences and workshops that are not listed as a sales item group can be found by searching in the "Conferences/Workshps" group.
4. Any additional sales items that do not belong to a group, will have the earnings operations they belong to as a prefix to the sales item, ie. CAMM Testing Serivces-Sample Prep.