Tagged: Business and Finance

In addition to the system enhancements mentioned in the "Adaptive Planning – Project Intake and Capital Planning" post, updates to the review process for projects managed in e-Builder that are requested on the All Other Projects sheet will also go into effect on Thursday, February 15.

New tips and tricks information on the Requisitions process has been added to the Business and Finance website. This provides users with an overview of the business process and a crosswalk to additional resources.

Beginning July 2023, a new expedited review process is available that allows Senior Fiscal Officers (SFOs) to sign procurement agreements when specific criteria are met. Review the Procurement Agreement Terms and Conditions Expedited Review Process Guide and FAQ document for more details.

As previously communicated, to avoid potential accounting issues, please do not approve any requisitions, supplier invoices, purchase orders, change orders, or expense reports after noon on Friday, June 30, 2023. It is highly recommended to have everything approved on Thursday, June 29, 2023.

Policies owned by Business and Finance will no longer be hosted on the B&F website. Instead, they will be hosted by the University Policy Office at policies.osu.edu. The B&F website information will continue be available as usual since the document links will be changed to point to the new host. However, any personal browser bookmarks will need to be updated. The website work should be completed by Friday, January 27.

New tips and tricks information on the supplier invoice Match Exception process has been added to the Business and Finance website. This provides users with an overview of the business process and a crosswalk to additional resources. 

New tips and tricks information on the Supplier Invoice Request (SIR) process has been added to the Business and Finance website. This information provides users with an overview of the business process and a crosswalk to additional resources.

Starting in FY23, the budget structure for Ohio State has transitioned to “Adaptive Operating Plan.” To view budget structure for other companies or for FY22 or earlier for University reporting, you will need to change budget structure from “Adaptive Operating Plan” to “Operating Plan.”

The Fiscal year 2023 Period Close calendar and Department Fiscal Payroll Processing calendar are now combined into one single calendar. The calendar can be found on the Controller's website both under Business Processes within the Period Close page and the Payroll Accounting page.

Workday Release 2022R2 will be in production on Saturday, September 10. Business and Finance and OTDI team members are jointly conducting a meeting to present those updates with a focus on finance, supply chain, and payroll accounting functions. The session will be held from 1-2 p.m.