Tagged: Finance and Supply Chain Reporting

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.

Find Supplier Invoice Details - OSU Enhancements:

Find Supplier Invoice Request Summary and Detail Report Enhancements:

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.

Coming Soon: Business Processes Awaiting Action – Journals:

A new series of reports has been released to help end users identify transactions that are still in draft status or have been submitted, but are pending approval steps. These reports also offer metrics to show the amount of time the transaction has been pending an approval step as well as length of time spent in progress. The business processes included in the new reports are Requisitions, Spend Authorizations, Expense Reports, Miscellaneous Payment Requests, Supplier Invoice Requests, Supplier Invoices and PO Change Orders.

A new report is now available for end users to view journal line detail on income statement reporting.  The report "Find Journal Lines - OSU - Posted Journals by Amount Type" can be used to find the journal line details behind the data columns in reporting such as Equity Balances by Balancing/Carry Forward Worktags and Sources and Uses

The Tableau "Financial Balances Summarization" report has been updated on "Project" field. Now, project and project phase code amount will be added in "Project" field.  

Starting the week of January 29, the “Find Supplier Invoice Details – OSU” report will be enhanced with a new "Line Memo" field in the output of the report. The line memo field includes details associated with a purchase for the line. Some internal billing teams are leveraging this field to provide additional clarity in the invoicing for their customers (e.g. tag number, date order was placed, order number, etc.) to verify the customer is billed for the correct record.   

Enhancements have been added to the output of both the "Business Process Approval Times – Miscellaneous Payment Request Detail" and the "Business Process Approval Times – Miscellaneous Payment Request Summary" reports. The enhancements include a new column on the output of each report to display the approval time for the workflow step “Accountant OSP.” This approval step will be added into the Miscellaneous Payment Request workflow as a part of the petty cash project.