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Tagged: Finance and Supply Chain Reporting

  • Recent and Upcoming Reporting Enhancements as of July 29

    |July 25, 2024

    Below are details about reporting changes in production as of July 29.

    Business Assets Reporting:

    The "OSU - Find Assets" report now features a new Asset Description prompt. This text field allows users to enter a description, returning assets that begin with the specified value. This enhancement streamlines the search process, ensuring more accurate and relevant asset retrieval.

     

    Find FDM Requests Report and Security Enhancements:

  • Recent and Upcoming Reporting Enhancements as of July 15

    |July 11, 2024

    Below are details about reporting changes as of July 15.

    Variance Analysis Reports Default Prompt Updates for Fiscal Year 25:

  • Requisition Reporting Enhancements

    |June 28, 2024

    Enhancements have been made to the "Find Requisition Summary - OSU" and "Business Processes Awaiting Action - Requisition Detail" reports. New report fields that have been added to the output of each report are specific to requisitions with new supplier registrations. The new fields include those listed below.

    • Date First Email was Sent to Supplier
    • Date Second Email was Sent to Supplier
    • Date Application was Received from Supplier

     

  • FDM Translation Tool to be Decommissioned July 31

    |June 14, 2024

    The Foundation Data Model (FDM) Translation Tool, which was utilized to convert PeopleSoft chartfield values into Workday values, will be decommissioned after July 31, 2024.

  • "Delegation History - OSU" Tableau Report Enhancements

    |May 23, 2024

    Effective Monday, June 3, the Tableau report "Delegation History - OSU" has been enhanced to include the new fields and search features listed below. 

  • Recent and Upcoming Reporting Enhancements as of May 20

    |May 15, 2024

    Below are details about reporting changes as of May 20.

    Supplier Invoice Reports Updated to replace Deprecated Field:
    The reports below have been updated to remove deprecated field Supplier Category and replace it with an alternate field Supplier Category for Supplier. End users with saved filters will be impacted but a targeted email went out to this population on Monday, May 13.

    • Find Supplier Invoice Summary - OSU
    • Find Supplier Invoice Details - OSU
    • Supplier Invoices Unpaid Summary

     

  • Recent and Upcoming Reporting Enhancements as of May 6

    |May 3, 2024

    Below are details about recent and upcoming reporting changes as of May 6.

    "HR for Finance - Job Requisition Status" Enhancements:

    New prompts will be added to the "HR for Finance - Job Requisition Status" report, effective the evening of May 6. The new prompts will allow users to run the report based on a date range for job requisition fill dates or job requisition close dates. If you populate both the fill date and close date range prompts, the report will return results that are within either of those date ranges.

  • Recent and Upcoming Reporting Enhancements as of March 25

    |March 22, 2024

    Find Supplier Invoice Details - OSU Enhancements:

  • Recent and Upcoming Reporting Enhancements as of March 11

    |March 5, 2024

    Find Supplier Invoice Request Summary and Detail Report Enhancements:

  • "Financial Balances Summarization with Flexible Selectable Columns" Tableau Report

    |February 23, 2024

    A new Tableau report is now available to end users in "Enterprise" folder. This report allows users to customize worktags for finance data. Users can select worktags from the column headings and they will remain displayed on the page. Users can select up to 10 custom columns and those can be filtered from the details pane. The report displays beginning balance, activity, and ending balances for the worktag combinations selected.