Tagged: Finance and Supply Chain Reporting

The "Find Requisition Summary - OSU" report has been enhanced to include an "Approved by Workers" column in the output of the report.

To improve reporting capabilities for internal supplier transactions, and in support of the Internal Service Delivery (ISD) redesign project, there are several forthcoming report enhancements. 

"Supplier Category" will be added to the prompt and output of the following reports: 

• Find Requisition Summary - OSU
• Find Requisition Details - OSU
• Find Purchase Order Summary - OSU
• Find Purchase Order Details - OSU
• Find Supplier Invoice Summary - OSU
• Find Supplier Invoice Details - OSU 

The Workday dashboard “COVID Spend” will be decommissioned on Monday, February 13. This dashboard utilized older reports that did not provide the level of detail that newer reports offer. Listed below are the reports that should now be used to view expenses.  

• Find Requisition Details - OSU
• Find Supplier Invoice Request (SIR) Detail - OSU
• Find Spend Authorization Details - OSU
• Find Expense Report Details - OSU 

The journal line report enhancements described below are coming this month.

Journal Lines - OSU: The "Find Journal Lines - OSU" report will be enhanced on February 7 to add the Fiscal Year to the column output and rename the Internal Supplier/Supplier reference ID. 

Find Journal Lines - OSU Payroll Detail: The "Find Journal Lines - OSU Payroll Detail" report will be enhanced on February 14 to include the expenditure treatment worktag.

The "Workers on Leave for Cost Center Managers" report is being enhanced to return workers on leave that have "active" leave on or after the date the report is run through the end of the fiscal year. This will allow units to see future dated leaves that may impact their fiscal year encumbrances. The change will be migrated into production the week of January 23.

To provide additional reporting attributes, fields for "Fiscal Year," "Fiscal Period," and "Job Code" will be added to the "Find Journal Lines - OSU Payroll Detail" report output on Tuesday, January 24.

In addition, a new "Pay Component/Fringe Basis" report prompt will be added. The new prompt is a freeform field that can be used to return all rows associated with an earning. This change will help show fringe rates associated with an earning code. 

The "Find Credit Card Transactions for Worker Organization Assignments" Workday report will be decommissioned on February 28.  

Individuals can utilize the report “Credit Card Transactions - OSU” as the replacement to the decommissioned report.

Users with saved filters for the report are asked to delete them prior to the decommission date.

The "Find Spend Authorization Summary - OSU" report has been enhanced to provide additional flexibility and insight into tracking the completion of the International Travel Acknowledgement of Understanding (AOU).  

 The fields listed below have been added to the report output.

An enhancement to the "Find Journals OSU" report has been added to allow users to search journals by last updated moment in the prompt.

The "Find Requisition Summary - OSU" report has been enhanced to provide additional flexibility and insight into tracking new supplier requests.

The fields listed have been added to the report output to provide additional flexibility and insights: