Tagged: Finance and Supply Chain Reporting

The "Credit Card Transactions - OSU" report has been enhanced to provide more flexibility and details to assist areas in researching and resolving unexpensed transactions. See the summary of enhancements listed below. 

Updated Column:

Many policies have been updated across Business and Finance, including minor revisions and substantive changes. Some people have reported seeing outdated policy documents due to information being saved in their web browser history. The policies.osu.edu site will show the last edit date of the policies, and the document that you view should have the same revision/edit date (found at the very bottom of the policy).

If you see an outdated revision, please use the steps listed below as a guide to clear old information from the browser.

Several enhancements have been applied to the "Find Spend Authorization Summary - OSU" and "Find Spend Authorization Details - OSU" reports to allow greater flexibility and clarification of report fields.  See the summary listed below for changes to each report. 

Find Spend Authorization Summary - OSU: 

Added columns to the report output: 

• Cost Center Hierarchy 7
• Cost Center Hierarchy 8 

Enhanced Report Prompt:

A downloadable Year-end Checklist for Finance and Supply Chain activities is available under the "I want to..." heading found on the Business and Finance website's Controller page.     

Two Workday reports, “Find Supplier Invoice Requests” and “Find Supplier Invoice Requests - OSU" will be decommissioned on June 30, 2022. These reports are being replaced by two new reports now in production named "Find Supplier Invoice Request (SIR) Summary - OSU"  and "Find Supplier Invoice Request (SIR) Details - OSU."  

Three Workday reports, “Find Spend Authorizations - OSU,” “Find Spend Authorization Lines,” and “Find Spend Authorization Lines for Organization” will be decommissioned on June 30, 2022. 

These reports will be replaced by two new reports named “Find Spend Authorization Details - OSU” and “Find Spend Authorization Summary - OSU.” 

As a reminder, Workday's delivered report called "Find Supplier Invoices" has been hidden.  It was replaced with "Find Supplier Invoice Summary - OSU."

A new "Payroll Funding - Period Activity Pay - Expired Funding" report has been created to help finance users validate expired costing for Period Activity Pay Assignments. The report is available for end users and allows a user to search for period activity pay in a semester where one or more lines has an expired grant worktag associated with it.

A list of Workday Finance and Supply Chain reports is now available. The listing includes report definition and typical security roles which are broken down into three main categories: Accounting, HR for Finance Reporting, and Operational. This inventory will evolve as new reports are created or enhancements are made.  

The reports "Find Supplier Invoice Details - OSU" and "Find Supplier Invoice Summary - OSU" have been enhanced to allow greater flexibility and are now able to be run for Cost Center Hierarchy Level 7, and Cost Center Hierarchy Level 8. Additionally, each report now includes the Match Exception Override Reason where applicable.