Tagged: Finance and Supply Chain Reporting

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. 

Several enhancements are coming to the "Purchase Order Remaining Balances" report. These enhancements will be available in production by March 31.

Enhancements listed below.

Added prompts:

Several enhancements are coming to the "Find Requisition Details - OSU" report. These enhancements will be available in production by March 31. 

Enhancements listed below.

Added prompts: