NewsLink Articles
Miscellaneous Payment Request “Save for Later” Functionality Fixed
Previously, when users clicked “Save for Later” on the review step of a Miscellaneous Payment Request, the request would incorrectly cancel the event and update the Document Status value to “Draft.” Now, when users select “Save for Later” during the review step, the request updates the Document Status to “In Progress.” Users will then see the business process step as “Saved for Later.”
Internal Service Delivery Routing and Low Dollar Amounts
For colleges and units submitting Internal Service Delivery (ISD) for low dollar amounts, you can now submit under one Internal Service Delivery transaction. The routing has been updated for approval at the line level and not on the ISD total amount, regardless of the number of lines. It’s still recommended to create a single unique ISD for any line amount that’s greater than or equal to $3,000 to ensure the appropriate approval is obtained.
Enterprise Document Management System Downtime and Upgrade
On Saturday, May 22, the campus instance of OnBase, Enterprise Document Management (EDM), will be upgraded. EDM service will be unavailable during the upgrade on Saturday, May 22 from 9 a.m. to 9 p.m.
See full NewsLink article for more details and action required for web client and Unity desktop client users.
May GL Monthly Close
The May General Ledger monthly close deadlines are as follows...
Supplier Invoice Request Notifications
On Thursday, April 29, an issue was discovered where some users received notifications in error related to Supplier Invoice Request cancellations and denials. The users affected were primarily employees with the Health System (HS) and OSU Physicians (OSU-P), as well as campus employees who have security roles allowing them to order for HS or OSU-P.
This issue has been resolved so new notifications should be generated in error.
Hands-on Tableau Help
The Data and Analytics team is offering one-hour Tableau hands-on help sessions. Initial sessions will be held weekly. The agenda for the sessions includes how to request appropriate access, walking through Tableau login steps, how to interact with data sources, how to use common reports, and how to save report filters. Time will also be allotted for an open question and answer period. See the full blog post for the MS Teams session link to join.
Fund Transfer Journal Reminder for Accountants and Accounting Managers
Accountants and Accounting Managers should use the Funds Transfer Journal Source to post a journal entry that is transferring money. When using this journal source, Workday will check to make sure both sides of the transaction are using transfer accounts and transfer spend/revenue categories.
Refer to the Create Funds Transfer Journal job aid in the Administrative Resource Center (ARC) for more details.
FY22 UNIV Blanket Purchase Orders to Contract Suppliers
All FY22 UNIV blanket purchase orders must be issued outside of the marketplace. Requestors should select the “blanket purchase order” requisition type and complete the blanket request per the Create a Requisition to Procure Goods and Services job aid.
Monthly service orders (formerly term orders) for uniform service, pest control, office coffee and water service, floor mat replacement, lawn care and snow removal should also be issued on service line blanket requisitions, outside of Buckeye Buy.
Accounts Payable advises users to include the service to be provided and frequency in the description line of the requisition. It will also be helpful to include the expected term agreement details in the memo field (example, $50.00/month for 12 months).
Please contact OSU Purchasing with questions.
Travel and PCard Office Hours 2021
Office hours will return for Travel and PCard starting in June. See the full NewsLink article for session links to join through MS Teams.
New Journal Entry EIB Template - Update Now
The template to upload journal entries via Enterprise Interface Builder (EIB) is changing. After 5 p.m. on Friday, April 23, you must use the new EIB template available in the Administrative Resource Center (ARC). The old template will no longer work after 5 p.m. on Friday, April 23.
Download the New Journal Entry EIB Template from the ARC.
What’s changed? Workday has added a new optional field, Salary Cap Type. This field is used for maintaining salary/fringe expenses that have sponsor limits for Office of Sponsored Program Expenses and will be adjusted by the Controller’s Office. See the Upload Journal Entries with EIB Template job aid for more information about using the template.